Union County Cost of Community Services (COCS) & Residential Break-Even Study - RFP 2027-015
Union CountyCounty · Monroe, NC- Due
- Oct 7, 2026
- Deadline passed
- Posted
- Sep 24, 2026
- Primary contact
- Juan Rodriguez-Cruz
- (704) 283-3519
The 30-second brief
Union County is seeking proposals from qualified consultants to conduct a comprehensive Cost of Community Services (COCS) Study and Residential Break-Even Analysis. The study will evaluate the local fiscal impact of current land uses across residential, commercial/industrial, and agricultural sectors, and establish residential break-even thresholds based on household demographics. The scope includes project initiation and stakeholder interviews, data collection and baseline fiscal profiling, allocation methodology and analysis, ratio calculations, and final reporting with an optional dynamic transferable tool in Excel. The estimated project budget is $35,000. Proposals are due by October 7, 2026, at 10:00 AM EDT via the Union County Submittal Portal. Questions are due by September 30, 2026.
Deliverable 1: Project Work Plan & Final Definitions; Deliverable 2: Data Collection Summary & Allocation Framework; Deliverable 3: Draft COCS and Residential Break-Even Report; Deliverable 4: Final Report and Presentation to Board of Commissioners; Alternate Item: Dynamic Transferable Tool
Project Approach and Methodology (35%), Firm Background, Relevant Experience, and References (25%), Project Team, Availability, and Project Schedule (20%), Cost Proposal and Overall Value (20%)
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Summary
Union County is seeking proposals from qualified consultants to conduct a comprehensive Cost of Community Services (COCS) Study and Residential Break-Even Analysis.
The study will evaluate the local fiscal impact of current land uses across residential, commercial/industrial, and agricultural sectors, and establish residential break-even thresholds based on household demographics. The scope includes project initiation and stakeholder interviews, data collection and baseline fiscal profiling, allocation methodology and analysis, ratio calculations, and final reporting with an optional dynamic transferable tool in Excel. The estimated project budget is $35,000. Proposals are due by October 7, 2026, at 10:00 AM EDT via the Union County Submittal Portal. Questions are due by September 30, 2026.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
5- Deliverable 1: Project Work Plan & Final Definitions
- Deliverable 2: Data Collection Summary & Allocation Framework
- Deliverable 3: Draft COCS and Residential Break-Even Report
- Deliverable 4: Final Report and Presentation to Board of Commissioners
- Alternate Item: Dynamic Transferable Tool
REQUIRED ATTACHMENTS
3- Appendix A – Proposal Submission Form (signed)
- Appendix B – Addenda Receipt and Anti-Collusion (signed)
- Appendix C – Price Schedule (signed)
- Submit to
- Union County Submittal Portal
- Scope location
- Monroe, NC
Questions about this RFP
How do I respond to this RFP from Union County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 7, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Union County Submittal Portal. For questions, contact Juan Rodriguez-Cruz.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Union County in NC, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Juan Rodriguez-Cruz at (704) 283-3519. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Deliverable 1: Project Work Plan & Final Definitions; Deliverable 2: Data Collection Summary & Allocation Framework; Deliverable 3: Draft COCS and Residential Break-Even Report; Deliverable 4: Final Report and Presentation to Board of Commissioners; Alternate Item: Dynamic Transferable Tool. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Project Approach and Methodology (35%), Firm Background, Relevant Experience, and References (25%), Project Team, Availability, and Project Schedule (20%), Cost Proposal and Overall Value (20%)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Union County?
All active and historical solicitations from Union County are tracked and searchable. As a county agency, Union County regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Appendix A – Proposal Submission Form (signed), Appendix B – Addenda Receipt and Anti-Collusion (signed), Appendix C – Price Schedule (signed). Review the full document from Union County for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Monroe, NC. Review the full solicitation for detailed scope requirements.