24-8225_Invitation_for_Qualification_(IFQ)_.pdf

COLLIER COUNTY

BOARD OF COUNTY COMMISSIONERS

INVITATION FOR QUALIFICATION (IFQ)

FOR

REAL ESTATE APPRAISAL AND CONSULTING SERVICES

SOLICITATION NO.: 24-8225

BARBARA LANCE, PROCUREMENT STRATEGIST

PROCUREMENT SERVICES DIVISION

3295 TAMIAMI TRAIL EAST, BLDG C-2

NAPLES, FLORIDA 34112

TELEPHONE: (239) 252-8998

Barbara.Lance@colliercountyfl.gov (Email)

This solicitation document is prepared in a Microsoft Word format (Rev 8/7/2017). Any alterations to this document made by the Vendor may be grounds for rejection of proposal, cancellation of any subsequent award, or any other legal remedies available to the Collier County Government.

SOLICITATION PUBLIC NOTICE

INVITATION FOR QUALIFICATION

(IFQ) NUMBER:

24-8225

PROJECT TITLE: REAL ESTATE APPRAISAL AND CONSULTING SERVICES

IFQ OPENING DAY/DATE/TIME: July 17, 2024, at 3:00 pm EST

PLACE OF IFQ OPENING: PROCUREMENT SERVICES DIVISION

3295 TAMIAMI TRAIL EAST, BLDG C-2

NAPLES, FL 34112

All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System:

https://procurement.opengov.com/portal/collier-county-fl

INTRODUCTION

As requested by the Transportation Engineering Division (hereinafter, the “Division”), the Collier County Board of County

Commissioners Procurement Services Division (hereinafter, “County”) has issued this Invitation for Qualification (hereinafter, “IFQ”) with the intent of obtaining proposals from interested and qualified vendors in accordance with the terms, conditions and specifications stated or attached. The vendor, at a minimum, must achieve the requirements of the Specifications or Scope of Work stated.

The results of this solicitation may be used by other County departments once awarded according to the Board of County

Commissioners Procurement Ordinance.

The purpose of this solicitation is for potential vendors to submit professional qualifications and experience with respect to real estate appraisal services and consulting. Specialized experience in the areas of eminent domain, partial takings, easements, and expert testimony would be required for some assignments.

Historically, County departments have spent approximately $300,000; however, this may not be indicative of future buying patterns.

BACKGROUND

Real Estate Appraisal and consulting assignments are needed by Collier County for real property acquisitions and dispositions;

FEMA and insurance purposes; eminent domain activities/condemnations, litigation support, cost estimates and real property asset planning.

TERM OF CONTRACT

The contract term, if an award(s) is/are made is intended to be for three (3) years with two (2) one (1) year renewal options. Prices shall remain firm for the initial term of this contract.

Surcharges will not be accepted in conjunction with this contract, and such charges should be incorporated into the pricing structure.

The County Manager, or designee, may, at his discretion, extend the Agreement under all the terms and conditions contained in this

Agreement for up to one hundred eighty (180) days. The County Manager, or designee, shall give the Contractor written notice of the County’s intention to extend the Agreement term not less than ten (10) days prior to the end of the Agreement term then in effect.

DETAILED SCOPE OF WORK

Collier County and the Collier County Water-Sewer District (County) actively participate in continual land acquisition endeavors to facilitate road projects, utility initiatives, the preservation of Conservation Collier lands, and other essential governmental requisites.

An integral aspect of these endeavors entails the execution of appraisals and associated appraisal services.

Services to be provided may include but not limited to:

• Developing and reporting real estate appraisals or appraisal review.

• Development and reporting on damage studies including related consultation.

• Development and reporting of cost estimates or appraisals for FEMA and insurance purposes.

• Performing market rate and rent studies.

• Site selection studies and related consultation.

• Scheduling subcontractors in harmony with the owners, tenants, and County operations.

• Attending or consulting at mediation and settlement conference.

• Testifying in eminent domain proceedings (hearings, depositions, and trials).

https://procurement.opengov.com/portal/collier-county-fl

• Any other service or cost related to litigation (such as but not limited to preparation of trial appraisals, travel and reimbursable expenses, trial preparation, pretrial consultation, and preparation of exhibits, etc.).

It is the intent to award this IFQ to a pool of vendors for each of the Categories (A through G) outlined below. County staff will request quotes for future assignments with a value up to $350,000 from all awarded Firms in a Category. The awardees are expected to submit quotes or responses for each Request for Quotation that will be issued under this contract, for the duration of the contract.

Repeatedly failing to submit a quote, when requested, may result in the removal of the awardee from the contract pool.

A. Quoting Procedure:

The procedure for obtaining quotes from the awarded appraisers or appraiser firms (Firms) is outlined below:

1. A summary of the appraisal services, scope of work, quote schedule, etc. will be provided to all awarded Firms in a

Category. Completion time may be specified in the Request for Quotation.

2. The County will set the required response time for each assignment, but the Firms will be given a minimum of five (5) business days to provide a quote. Other assignments may require a longer quoting period to allow for proper coordination.

3. Firms shall provide a quote that may be comprised of unit prices, hourly rates and/or lump sum amounts based on the quote schedule provided.

4. The County will review all quotes received by the given due date and may negotiate with the Firm who submits the lowest quote, if outside the budget.

No single assignment may exceed $350,000.

5. The Firm will commence work upon the County’s issuance of a Purchase Order. The Firm agrees that any Purchase

Order that extends beyond the expiration date of the resultant contract will survive and remain subject to the terms and conditions of the resultant contract until the completion or termination of work.

B. Changes in the Work:

The County shall have the right at any time during the progress of the associated project to increase or decrease the work.

Promptly after being notified of a change, the Firm shall provide the County with a Time and Materials Not-to-exceed (T&M

NTE) proposal for any changes in the work. The Firm shall commence with that work upon County’s issuance of a Purchase

Order Modification.

C. Invoices:

All invoices should be submitted directly to the clerk and reference the original purchase order.

All T&M NTE work assignments will utilize a fee schedule. Fee schedule rates for additions or deletions to the original work assignment will be negotiated with the awarded Firm and will be added to the contract for utilization. Firm(s) shall be required to provide backup documentation of time by providing invoices and receipts (for materials) at the time of invoice submission.

D. Categories:

The County intends to create a pool of certified appraisers to provide appraisal services for each of the following categories:

Category Description

A Residential properties

B Mixed residential, complex residential, commercial, industrial, or agricultural property

C Eminent domain residential properties

D Eminent domain mixed residential, complex residential, commercial, or industrial appraisal services, or acquisitions subject to the Uniform

Relocation Assistance and Real Property Acquisition Policies Act of 1970

E Appraisal damage studies to estimate the impacts of partial takings on parent tracts.

F FEMA and insurance purposes.

G Lands with conservation issues, acquisitions for Conservation Collier, or acquisitions ordered by Real Property Management other than those for

FEMA or insurance purposes.

E. General Requirements:

1. A Firm must be qualified and is directly responsible for 100% of the contracted work. Should subcontractors be required to support the valuation process, the Firm is directly responsible for overseeing, monitoring, and ensuring adherence to the project's schedule, cost, scope of work, plans, and quality specifications on behalf of the County.

2. A Firm must notify the County and refrain from offering quotes for a particular assignment unless they have the readiness and ability to proficiently fulfill the assignment and its subsequent follow up services.

3. A Firm must notify the County and refrain from offering quotes if there is a conflict of interest such as an association with the property or an owner.

4. All appraisals and reports must first be submitted electronically in DRAFT to the County Staff requester. Once the County has reviewed and approved the appraisal, the appraiser will be asked to electronically submit a final signed copy of the appraisal. Once the final signed version of the appraisal is received, the appraiser may submit an invoice to be reviewed/approved and processed for payment. A Purchase Order number must appear on each invoice.

5. All services, materials, and equipment shall comply fully with all Local, State and Federal laws and regulations.

6. Appraisal assignments are required to comply with the current Uniform Standards of Professional Appraisal

Practice (USPAP), as supplemented by Exhibit A – COLLIER COUNTY SUPPLEMENTAL APPRAISAL

STANDARDS.

F. Category A - Additional Requirements:

1. All appraisal reports must be signed by a state-certified real estate appraiser with one of the following designations/certifications MAI or SRA (Appraisal Institute), ASA (American Society of Appraisers) or R/W-AC

(IRWA).

2. Expert Testimony is required to be given by a state-certified real estate appraiser with one of the following designations/certifications MAI or SRA (Appraisal Institute), ASA (American Society of Appraisers) or R/W-AC

(IRWA).

3. Required experience with the valuation of 1-4 residential units, full acquisitions, partial acquisitions, and partial interests.

G. Category B - Additional Requirements:

1. All appraisal work and reports should be substantially completed by a state-certified general real estate appraiser.

2. Expert Testimony is required to be given by a state-certified general real estate appraiser with one of the following designations/certifications MAI or SRA (Appraisal Institute), ASA (American Society of Appraisers) or

R/W-AC (IRWA).

3. Preferred experience with commercial, industrial and agricultural properties; also, the valuation of land swap agreements, properties affected by conservation issues (wetland or/and presence of endangered species), or other complex issues regardless of property type.

H. Category C - Additional Requirements:

1. All appraisal work and reports must be substantially completed by a state-certified general real estate appraiser with one of the following designations/certifications MAI (Appraisal Institute) or SRA, ASA (American Society of Appraisers) or R/W-AC (IRWA).

2. Expert Testimony is required to be given by a state-certified general real estate appraiser with any of the following designations/certifications MAI or SRA (Appraisal Institute), ASA (American Society of Appraisers) or

R/W-AC (IRWA).

3. Preferred experience with layered easements, the valuation of properties subject to the Uniform Relocation Act, land swap agreements, or lands affected by conservation issues (wetland or/and presence of endangered species), or other complex issues.

I. Category D - Additional Requirements:

1. All appraisal work and reports must be completed by a state-certified general real estate appraiser with any of the following designations/certifications MAI or SRA (Appraisal Institute), ASA (American Society of Appraisers) or R/W-AC (IRWA).

2. Expert Testimony is required to be given by a state-certified general real estate appraiser with any of the following designations/certifications MAI or SRA (Appraisal Institute), ASA (American Society of Appraisers) or

R/W-AC (IRWA).

3. Required experience with commercial, industrial and agricultural properties with layered easements, the valuation of properties subject to the Uniform Relocation Act, land swap agreements, or lands affected by conservation issues (wetland or/and presence of endangered species), and other complex issues.

J. Category E - Additional Requirements:

1. All appraisal damage studies must be completed by a state-certified general real estate appraiser with any of the following designations/certifications MAI or SRA (Appraisal Institute), ASA (American Society of Appraisers) or

R/W-AC (IRWA).

2. Expert Testimony is required to be given by a state-certified general real estate appraiser with any of the following designations/certifications MAI or SRA (Appraisal Institute), ASA (American Society of Appraisers) or

R/W-AC (IRWA).

3. Required extensive experience with the use of paired sales analysis, as well as preferred experience with regression analysis.

K. Category F - Additional Requirements:

1. All appraisal work and reports should be substantially completed by a state-certified general real estate appraiser.

2. Expert Testimony is required to be given by a state-certified general real estate appraiser with a MAI designation from the Appraisal Institute.

3. Preferred experience with cost estimation, FEMA and insurance appraisals.

L. Category G - Additional Requirements:

1. All appraisal work and reports should be substantially completed by a state-certified general real estate appraiser.

2. Expert Testimony is required to be given by a state-certified general real estate appraiser with a MAI designation from the Appraisal Institute.

3. Preferred extensive experience with commercial, industrial and agricultural properties; also, the valuation of properties affected by conservation issues (wetland or/and presence of endangered species) and Conservation

Collier purchasing requirements.

Firms Proposal Intent

The prospective firm shall select a category or categories with the submission of their proposal. Each category will be evaluated separately according to the evaluation criteria below. Prospective vendors may be awarded multiple categories.

Category A Residential properties

Category B Mixed residential, complex residential, commercial, industrial, or agricultural property

Category C Eminent domain residential properties

Category D

Eminent domain mixed residential, complex residential, commercial, or industrial appraisal services, or acquisitions subject to the Uniform Relocation Assistance and

Real Property Acquisition Policies Act of 1970

Category E Appraisal damage studies to estimate the impacts of partial takings on parent tracts.

Category F FEMA and insurance purposes.

Category G The valuation of lands with conservation issues, acquisitions for Conservation Collier, or other acquisitions ordered by Real Property Management.

INVITATION FOR QUALIFICATION (IFQ) PROCESS

1.1 The Proposers will submit a qualifications proposal which will be scored based on the criteria in Grading Criteria for

Development of Shortlist, which will be the basis for short-listing firms.

The Proposers will need to meet the minimum requirements outlined herein in order for their proposal to be evaluated and scored by the COUNTY. The COUNTY will then grade and rank the firms and recommend multiple firms to establish a library for services needed. The COUNTY reserves the right to issue an invitation for oral presentations to obtain additional information after grading and before the final ranking. A contract will be developed with the selected firms, based on their qualifications and scope of services, and submitted for approval by the Board of County Commissioners.

1.2 The COUNTY will use a Selection Committee in the Invitation for Qualification selection process.

1.3 The intent of the scoring of the proposal is for respondents to indicate their interest, relevant experience, financial capability, staffing and organizational structure.

1.4 The intent of the oral presentations, if deemed necessary, is to provide the vendors with a venue where they can conduct discussions with the Selection Committee to clarify questions and concerns before providing a final rank.

1.5 Based upon a review of these proposals, the COUNTY will rank the Proposers based on the qualifications, discussion, and clarifying questions, and recommend multiple firms in a library for quoting services.

GRADING CRITERIA FOR DEVELOPMENT OF SHORTLIST:

1.6 For the development of a shortlist, this evaluation criterion will be utilized by the COUNTY’S Selection Committee to score each proposal. Proposers are encouraged to keep their submittals concise and to include a minimum of marketing materials. Proposals must address the following criteria:

Evaluation Criteria Maximum Points

1. Cover Letter / Management Summary 5 Points

2. Certified Woman and/or Minority Business Enterprise 5 Points

3. Professional Qualifications and Education 35 Points

4. Experience and Capacity of the Firm 45 Points

5. Local Vendor Preference 10 Points

TOTAL POSSIBLE POINTS 100 Points

Tie Breaker: In the event of a tie at final ranking, award shall be made to the proposer with the lower volume of work previously awarded. Volume of work shall be calculated based upon total dollars paid to the proposer in the twenty-four

(24) months prior to the RFP submittal deadline. Payment information will be retrieved from the County’s financial system of record. The tie breaking procedure is only applied in the final ranking step of the selection process and is invoked by the

Procurement Services Division Director or designee. In the event a tie still exists, selection will be determined based on random selection by the Procurement Services Director before at least three (3) witnesses.

Each criterion and methodology for scoring is further described below.

EVALUATION CRITERIA NO. 1: COVER LETTER/MANAGEMENT SUMMARY (5 Total Points Available)

Provide a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the firm in providing the services stated herein. Include the name(s), telephone number(s) and email(s) of the authorized contact person(s) concerning proposal. Submission of a signed Proposal is Vendor's certification that the Vendor will accept any awards as a result of this IFQ.

EVALUATION CRITERIA NO. 2: CERTIFIED WOMAN AND/OR MINORITY BUSINESS ENTERPRISE (5

Total Points Available)

Submit certification with the Florida Department of Management Service, Office of Supplier Diversity as a Certified Woman and/or Minority Business Enterprise.

EVALUATION CRITERIA NO. 3: PROFESSIONAL QUALIFICATIONS AND EDUCATION (35 Total Points

Available)

In this tab, include but not limited to, the following licenses and designations:

• Provide a Real Estate Appraisal Licenses (per State) for each team member.

• Provide any Professional Appraisal Designations for team members. (MAI or SRA (Appraisal Institute), ASA

(American Society of Appraisers) or R/W-AC (IRWA)

• List involvement in professional associations such as memberships, mentoring programs, offices held or participation in committees.

• Description of the proposed contract team and the role to be played by each member of the team.

• Attach brief resumes of all proposed team members.

• Provide educational achievement, including additional courses completed or seminars attended in applicable fields.

EVALUATION CRITERIA NO. 4: EXPERIENCE AND CAPACITY OF THE FIRM (45 Total Points Available)

In this criteria, include but not limited to:

• The number of years in business, firms worked for, types of appraisal services performed, and notable appraisal assignments.

• Expand on your experience with partial takings, easements, layered easements, FEMA and insurance, eminent domain, appraisal services subject to Uniform Relocation Act, conservation issues or other complex issues, and expert testimony, etc.

• List the license type and designations of the other appraisers that routinely provide significant appraisal assistance.

• Provide a sample report that best supports the qualification required or preferred for each category selected. A single sample report may be used to best support more than one category.

The County requests that the vendor submits three (3) and no more than five (5) completed reference forms from clients during a period of the past 5 years whose assignments are of a similar nature to this solicitation as a part of their proposal. Provide information on the assignment completed by the Proposer, that best represents projects of similar size, scope and complexity of this project using Form 5 provided. Proposers may include two (2) additional pages for each assignment to illustrate aspects of the completed assignment that provides the information to access the experience of the

Proposer.

EVALUATION CRITERIA NO. 5: LOCAL VENDOR PREFERENCE (10 Total Points Available)

Local business is defined as the vendor having a current Business Tax Receipt issued by the Collier or Lee County Tax

Collector prior to proposal submission to do business within Collier County, and that identifies the business with a permanent physical business address located within the limits of Collier or Lee County from which the vendor’s staff operates and performs business in an area zoned for the conduct of such business.

VENDOR CHECKLIST

***Vendor should check off each of the following items as the necessary action is completed (please see, Vendor Check List)***