Standard Operating Procedure

Purpose:

Identify and formalize specific standards for the development of real estate controlled by UTA. Standards are be directly informed by findings from the TOD System Plan and Station Area Plans, and are to include general qualities and metrics that communicate the expectations of UTA and the community to the private development community. Standards are to be used as the basis for Requests for Proposals, and are intended to form an objective basis for the selection of development partners.

Requests for proposals and developer selection are to comply with general procurement policies and other applicable corporate policies maintained by UTA.

Scale and Scope:

Conceptual plans and standards will be limited to properties controlled by UTA and other adjacent properties that are controlled by participating parties. The information contained in a conceptual plan is to be used to inform future developer procurements and eventual design review.

Roles and Responsibilities:

  • Conceptual plans and RFP language are to be created by UTA TOD Staff and are to be validated by those that assisted with the relevant Station Area Plan.
  • Procurement processes are to be overseen by UTA Purchasing Staff, in conjunction with UTA Legal Council.
  • Selection committees that include interests from UTA, local governments, Metropolitan Planning Organizations, and other relevant organizations, are to be organized as the Procurement Team.

Approvals:

RFP’s, accompanied by conceptual plans and other supporting documentation, are to be reviewed and approved by the TOC Subcommittee of the UTA Board of Trustees prior to being issued.

End Product:

The end product of the Conceptual Plan and Procurement Process is an Exclusive Negotiation Agreement with a developer who understands and is willing to adhere to UTA’s expectations of a single development project.

Concept Plan and Procurement Process:

  1. Assemble Procurement Team: At the onset of the Procurement Process, a team is to be assembled that represents the interests of UTA, a respective local government, a respective metropolitan organization, and other relevant organizations.
  2. Draft RFP & Concept Plan: TOD staff is to produce a preliminary version of any procurement materials, including concept plans that relates findings from the TOD System Plan and Station Area Plan to a development concept. All procurement materials are to be reviewed by the procurement team and revised as needed.
  3. Review & Approval By TOC Sub-Committee: RFP’s, accompanied by conceptual plans and other supporting documentation, are to be reviewed and approved by the TOC Subcommittee of the UTA Board of Trustees prior to being issued.
  4. RFP Issuance: RFP materials are to be advertized in a manner that is consistent with other procurement policies maintained by UTA.
  5. Is Appropriate Developer Selection Available?: Responses to RFP’s are to be assessed and scored formally, by the Procurement team. If no proposals meet the standards set documented in the TOD System Plan or respective station area plan, the RFP will either be re-advertised with modifications, or an interim use will be identified for the property being advertised.
  6. Developer Selection: RFP responses are to be assessed, and developer selections are to be finalized in a manner that is consistent with other procurement policies maintained by UTA.
  7. Execute Exclusive Negotiation Agreement: After a development partner has been formally selected by the Procurement Team, UTA will enter into an Exclusive Negotiation Agreement with the respective developer. At a minimum, Exclusive Negotiation Agreements are to provide a timeframe for the completion of a master plan.