Case Study · Municipal Planning · Qualification Based Selection

Inside a compliance heavy municipal planning RFQ, and how Croncore built the winning response.

Solicitation: Planning Team — Town of Amherst 2025 Comprehensive Plan (RFQ #202507) · Town of Amherst, Erie County, New York

Issued by TOWN OF AMHERST, NY
Release Date
August 14, 2025
Submission Deadline
September 18, 2025 · 3:00 PM
NAICS Codes
541320 · 541310 · 541330 · 541611
Location
Erie County, NY
Client
U.S. prime contractor (under NDA)
Sector
Municipal Planning · New York State
Location
Erie County, New York
Engagement
Bid strategy & full proposal development
Solicitation
RFQ #202507
The Challenge

A qualification based selection where compliance and credentials carried the entire score.

The Town of Amherst set out to select a planning team for its 2025 Comprehensive Plan under New York's qualification based selection rules. With no price at the RFQ stage, the entire evaluation rode on staff credentials, firm experience, and flawless administrative compliance.

  • 01

    Compliance heavy evaluation matrix: A qualification based selection with no price at the RFQ stage, placing the full weight of the award on legal compliance, staff credentials, and firm experience.

  • 02

    Rigorous New York procurement laws: The plan had to satisfy NYS Town Law §272 a, provide SEQRA support, and align with ADA accessibility guidelines across every deliverable.

  • 03

    High risk administrative thresholds: Original signatures in blue ink across five sealed physical copies plus one electronic copy, with Exhibit G (Non Collusion) and Exhibit I (Iran Divestment) certifications, each a potential disqualifier.

  • 04

    Demanding social equity targets: A 30% MWBE and 6% SDVOB utilization plan requirement that had to be credibly structured and documented within the submission.

Croncore's Approach

Six disciplines, one optimized, high scoring submission.

We worked cleanly behind the prime's brand under strict NDA to translate a compliance dense New York RFQ into a flawlessly organized, on deadline response.

01

Bid Strategy & Win Themes

Analyzed the qualification based matrix and mapped a positioning narrative anchored in staff credentials, regional track record, and local understanding of Amherst.

02

Proposal Structuring & Content Mapping

Mapped every scored category to dedicated, evidence backed sections so evaluators could trace credentials and experience without hunting.

03

Compliance Assurance

Cross referenced the submission against NYS Town Law §272 a, SEQRA support requirements, ADA guidelines, and every exhibit, certification, and signature rule.

04

Subconsultant & Model Allocation

Structured the team composition and work allocation model to balance capacity, specialization, and the Town's qualification criteria.

05

Timeline & Phased Work Breakdown

Engineered a phased comprehensive plan schedule covering discovery, public engagement, drafting, SEQRA support, and adoption milestones.

06

MWBE/SDVOB Planning Support

Built a credible, documented utilization plan meeting the 30% MWBE and 6% SDVOB targets without compromising team quality or capacity.

How We Worked

A five step path from solicitation to submission.

Our repeatable proposal method was tuned to this project's qualification based scoring and New York administrative requirements.

01

Understand the project

Dissected the RFQ scope, the six category scorecard, and the administrative thresholds spanning sealed copies, blue ink signatures, and mandatory exhibits.

02

Align with the prime

Structured seamless onboarding to lock down staff résumés, firm references, and subconsultant commitments under strict anonymity.

03

Build the winning strategy

Framed credential narratives against the 35% staff experience weighting and structured the MWBE/SDVOB utilization plan to clear every equity target.

04

Develop & optimize the documents

Authored clear, evidence backed qualification narratives organized precisely to Amherst's required section structure and formatting standards.

05

Prepare for submission & evaluation

Finalized multi layered compliance checks across all five sealed copies, the electronic copy, and every exhibit before the firm deadline.

The Outcome

Compliant, competitive, and in on time.

Honest, verifiable results delivered smoothly to our partnership network.

100%
Compliance with Amherst's section structure, blue ink signature rules, Exhibit G and Exhibit I certifications, and formatting criteria.
On Time
All five sealed physical copies plus the electronic copy finalized and delivered ahead of the 3:00 PM deadline.
Shortlisted
The submission advanced through the Town's qualification based selection process into the shortlist round.
$350K–$398K
Estimated engagement value range for the Town of Amherst 2025 Comprehensive Plan planning team contract.
Croncore removed the operational stress of this municipal submission. They navigated dense New York state compliance standards, kept our formatting spotless, and ensured our administrative package was flawlessly organized for a clean submission well ahead of the deadline.
U.S. prime contractor (identity strictly withheld under NDA)
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