Working with Planning Consultants (PAS 573)

By Eric Kelly, FAICP

Product Image

Every year hundreds of local governments hire consultants to help them with planning projects. But few planning officials go through the process often enough to feel confident in choosing consultants wisely, working with them effectively, and getting the best results from the relationships.

The author, an experienced planning consultant, knows firsthand the perils and pitfalls of the process...

Read More

PAS subscriber
List Price

Product Details

Page Count
Date Published
July 1, 2013
APA Planning Advisory Service

About the Authors

Eric Kelly
Professor of Urban Planning at Ball State University and an independent planning consultant. A frequent litigation consultant and expert witness on cases involving the regulation of signs, billboards and/or adult businesses. Has consulted with more than 100 local governments in more than 35 states. Since 1995, Kelly has been general editor of the 10-volume Matthew Bender set Zoning and Land Use Controls. An author or co-author of seven technical reports published in the Planning Advisory Service Reports series of the American Planning Association, including Everything you always wanted to know about regulating sex businesses with Connie Cooper. Kelly is a past national president of the American Planning Association, and in 1999, he was inducted as one of the members of College of Fellows of the American Institute of Certified Planners. Kelly holds Master of City Planning and Juris Doctor degrees from the University of Pennsylvania and a Ph.D. in public policy from the Union Institute. He is a member of the Colorado bar.

Table of Contents

Chapter 1: Introduction

Chapter 2: Deciding to Hire a Consultant
Should We Hire a Consultant?
Sources of Services
How to Find Consultants
Organizing for Selection

Chapter 3: The Process of Selecting a Consultant
Types of Selection Procedures
Considerations for the RFQ-RFP Process
Checking References
Conducting Interviews
Making the Selection
Negotiating the Contract

Chapter 4: An RFP for Consulting Services
The Purpose of an RFP
What the RFP Should Include
RFP Dos and Don'ts

Chapter 5: Legal Considerations and Insurance
Formal Agreements
Doing Business with Teams
Insurance and Bonds

Chapter 6: Managing the Project
Beginning Work with the Consultant
Communicating with the Consultant
Paying the Consultant
Control over Process and Product
Evaluating the Consultant's Work
Resolving Disputes
Wrapping Up a Successful Project

Appendix A. Agreement for Consulting Services
Appendix B. Short-Form Agreement for Consulting Services
Appendix C. Scope of Services
Appendix D. Evaluation Form for Selecting Consultants