25-8424_Real_Estate_Services.pdf

(Template Version 1)

REQUEST FOR PROPOSALS (RFP)

FOR

REAL ESTATE SERVICES

SOLICITATION NO.: 25-8424

OLIVIA PUGA, PROCUREMENT STRATEGIST, III

PROCUREMENT SERVICES DIVISION

3295 TAMIAMI TRAIL EAST, BLDG C-2

NAPLES, FLORIDA 34112

TELEPHONE: (239) 252-4286

Olivia.Puga@colliercountyfl.gov (Email)

SOLICITATION PUBLIC NOTICE

REQUEST FOR PROPOSALS

(RFP) NUMBER:

25-8424

PROJECT TITLE: REAL ESTATE SERVICES

PRE-PROPOSAL

CONFERENCE:

FRIDAY, FEBRUARY 20, 2026, AT 10:00AM (EST)

LOCATION: PROCUREMENT SERVICES DIVISION, CONFERENCE ROOM B,

3295 TAMIAMI TRAIL EAST, BLDG C-2, NAPLES, FLORIDA 34112

DUE DATE: FRIDAY, MARCH 16, 2026 AT 3:00PM (EST)

PLACE OF RFP 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 Operations & Performance Management Division (hereinafter, the “Division or Department”), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, “County”) has issued this Request for Proposals (hereinafter, “RFP”) with the intent of obtaining proposals from interested and qualified Proposers in accordance with the terms, conditions and specifications stated herein, in the Solicitation and/or attachments. The Proposers, at a minimum, must achieve the requirements of the Specifications, Scope of Services, or Scope of Work stated herein. All references to “Proposer” are also referred to as “Consultant,” “Firm,” “Offeror,” “Contractor,” and “Vendor.”

All services provided under an awarded Agreement must be performed by the licensed broker or by licensed sales associates working under the broker’s supervision, in compliance with Chapter 475, Florida Statutes.

The County anticipates engaging in real estate transactions exceeding $5,000,000 per Fiscal Year, depending on property availability and lease needs. The Contractor’s commissions and fees will be determined in accordance with the fee schedule submitted in response to this RFP and paid only upon successful completion of transactions.

BACKGROUND

The Division is soliciting proposals from qualified and licensed real estate brokers or brokerage firms (the “Contractor”) to provide comprehensive real estate services, including property acquisition, leasing, market analysis, easement and property rights acquisition, and related consulting services to all divisions of Collier County, including, but not limited to, divisions under the Collier County Water-Sewer District and Community Redevelopment Agency, in support of the County’s operational and capital needs.

AWARD AND TERM OF AGREEMENT

Collier County reserves the right to select one, or more than one Proposers for award as deemed the best value to the County; however, it is the intent to: Single awardee.

The agreement term is intended to be for three (3) years with the option for the County, in its sole discretion to renew the contract for up to two (2) additional one (1) year renewal terms. All fees, commissions, and hourly rates must remain firm for entire term of the awarded agreement.

DETAILED SCOPE OF SRVICES

The Contractor must achieve the requirements of the Scope of Services stated herein. All services performed under the awarded Agreement shall be performed on an as-needed basis and shall be limited to properties located within Collier County, including all municipalities located within the County’s boundaries. This RFP does not include the disposition or sale of County-owned properties. The Contractor shall coordinate all transactions and deliverables with https://procurement.opengov.com/portal/collier-county-fl the County’s Real Property Management Service, Operations and Performance Management Division. The Contractor shall also provide the County with a designated point of contact for each specific service or engagement in which they are actively involved, to ensure clear, timely, and effective communication and oversight.

The Division is seeking a Contractor on an as-needed basis for these services, which may consist of, but shall not be limited to the following:

A. Property Research and Market Analysis

• Conduct local market analyses and recommendations specific to Collier County.

• Identify both listed and off-market properties for lease or acquisition.

• Evaluate site suitability based on available information(zoning, access, environmental factors, flood risk, development feasibility, parking).

• Advice on pricing, acquisition timing, and market trends.

B. Acquisition Services

• Identify and recommend properties for County ownership to support facilities, operations, or public infrastructure.

• Arrange and conduct site tours of candidate properties.

• Coordinate due diligence activities (e.g., appraisals, surveys, environmental assessments).

• Prepare and negotiate purchase offers and contracts.

• Provide transaction support and coordination through closing.

C. Leasing Services

• Identify and secure lease opportunities for office, warehouse, emergency response, or temporary space.

• Negotiate favorable lease terms, renewals, expansions, relocations, and terminations.

• Provide lease comparison analyses and occupancy planning recommendations.

D. Easements, Licenses, and Property Rights

• Identify and assist with the acquisition of temporary and permanent easements and/or fee simple interests for:

o Utilities (water, sewer) o Stormwater infrastructure o Right-of-way (ROW) improvements o Environmental and coastal initiatives (e.g., beach renourishment) o Construction staging or maintenance access

• Facilitate and coordinate the acquisition of rights-of-entry, licenses, legal descriptions, and related instruments.

E. General Advisory and Transaction Support

• Advise on offers, negotiations, and market conditions.

• Conduct broker’s price opinions and comparable sales/rent analyses.

• Providing property information and support to County staff for appraisals, deeds, ROW maps, and title insurance, as needed.

• Attend and participate in meetings, site visits, public hearings, or closings, when requested.

• Maintain timely and regular communication with the Division team.

F. Reimbursable Expenses

The Contractor shall not add any markup or surcharge to reimbursable expenses.

Reimbursable expenses are limited to the following and will only be paid after the Contractor submits itemized receipts:

• Photocopying charges

• Transcription service charges

• Government information request fees

• Postage

• Delivery services

The Contractor is responsible for all other costs and expenses incurred in connection with activities under the awarded Agreement. Surcharges are not permitted and must be incorporated into the Contractor’s pricing structure.

G. Compliance and Ethics

The selected Contractor shall:

• Act as a fiduciary representative of the County in accordance with Florida law, including but not limited to Chapter 475, Florida Statutes (Florida Real Estate License Law), the rules of the Florida Real Estate Commission (FREC).

• Avoid and disclose all actual or potential conflicts of interest.

• Abide by Florida’s Public Records Law (Chapter 119) and Sunshine Law.

• Maintain confidentiality of sensitive information, unless otherwise authorized by the County.

• Operate solely as an independent contractor, not as an employee or agent of the County.

• Refrain from any conduct that would violate public trust, compromise the County’s interests, or constitute grounds for disciplinary action by FREC, including but not limited to misrepresentation, fraud, concealment, or failure to disclose material facts.

• Maintain all required licenses, registrations, and insurances in good standing throughout the term of the awarded Agreement and shall promptly notify the County of any suspension, revocation, or disciplinary action taken against any license holder performing services under the awarded Agreement.

• Obtain prior written authorization before binding or committing the County to any agreements.

RESPONSE FORMAT AND EVALUATION GRADING CRITERIA FOR DEVELOPMENT OF

SHORTLIST:

1.1 Proposers are encouraged to review the Request for Proposals Instructions, which includes the evaluation process.

1.2 For the development of a shortlist, the following Evaluation Criteria will be utilized by the County’s Selection Committee to score each proposal. Proposals must address all the following criteria:

No. Evaluation Criteria Maximum Points

1 Cover Letter/Management Summary 5 Points

2 Certified Woman and/or Minority Business Enterprise

5 Points

3 Financial and Legal Disclosure 15 Points

4 Experience and Qualifications 30 Points

5 Value-Added Services 15 Points

6 Cost to the County 20 Points

7 Local Vendor Preference 10 Points

TOTAL 100 Points

Detailed Criteria Descriptions are further described below. Proposals must be assembled, at minimum, in the order of the Evaluation Criteria listed or the proposal may be deemed non-responsive.

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

Provide a cover letter that includes:

• The Proposer’s philosophy in providing the services requested.

• Name(s), telephone number(s) and email(s) of the authorized contact person(s) concerning proposal.

Note: Submission of a proposal certifies that the Proposer will accept any awards as a result of this

RFP.

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: FINANCIAL AND LEGAL DISCLOSURE (15 Total Points Available)

Include but not limited to:

• Any bankruptcy filings within the past ten (10) years.

• Number of firm offices in Collier County, Lee County and Florida.

• Number of licensed real estate professionals in Collier County, Lee County and Florida.

• A list of all current litigation, outstanding judgments, liens, or other legal actions involving the firm or its principals, with brief descriptions and monetary amounts. If none, indicate "None”.

EVALUATION CRITERIA NO. 4: EXPERIENCE AND QUALIFICATIONS (30 Total Points Available)

Proposals must demonstrate the firm’s and key personnel’s qualifications and experience relevant to providing the requested services, with an emphasis on work for public-sector clients and familiarity with the Collier County real estate market.

Contractor must:

• Proper must provide a copy of current Florida Real Estate Broker License in good standing with the Florida Real Estate Commission with proposal submittal.

• Demonstrate a minimum of 10 years of experience in relevant real estate transactions, particularly with public sector clients, municipalities, or redevelopment agencies.

• Number of licensed personnel affiliated with the team/firm (including brokers and sales associates) currently operating under the team/firm’s supervision in Collier County, Lee County, and Florida.

• Provide evidence of experience with a variety of land uses, development types, and zoning classifications, including environmental and transportation regulations impacting property development.

• Include a two-page summary explaining why the firm should be selected to provide these services.

• Proposals must also include:

1. A summary of relevant experience, certifications, and qualifications of all key personnel who will be assigned to the engagement (including license sales associated, if applicable).

2. A brief history of the company, including former firm names (if applicable), office locations, and proximity of personnel assigned to Collier County.

3. A narrative demonstrating the firm’s knowledge of the Southwest Florida real estate market, including successful urban and suburban transactions over the past ten years.

4. List of the total number and value of client real estate purchases (land, residential, commercial) in Collier County and Florida for each of the last 5 years.

5. List the total number of easements recorded for your clients in Collier County for each of the last 5 years.

The County requests that the Contractor submit five (5) completed reference forms from clients whose projects are of a similar nature to this solicitation as a part of their proposal, and three (3) of the five (5) projects must be for Florida public sector agencies such as local municipalities, government organizations, redevelopment agencies, or similar agencies (i.e.., FDOT, FDEP). Provide information on the projects completed by the Contractor that best represent projects of similar size, scope, and complexity of this project using the form provided. Contractors may include two (2) additional pages for each project to illustrate aspects of the completed project that provide the information to assess the experience of the Contractor on relevant project work.

EVALUATION CRITERIA NO. 5: VALUE-ADDED SERVICES (15 Total Points Available)

A. Additional Services and Capabilities (5 Points)

Describe any services offered outside the basic scope of work, explain the purpose, process, and benefit of each service, including but not limited to:

• Enhanced data analysis or reporting

• Specialized market research tools

• In-house legal, appraisal, or environmental expertise

• Technology platforms or proprietary tools

• Expedited transaction support

• Grant or funding experience

• Specialized expertise in government real estate transactions

B. Delivery and Implementation (5 Points)

Describe how your firm will deliver the value-added services, responses should clearly demonstrate how the services improve efficiency, speed, or outcomes for the County including:

• Staffing and internal resources assigned

• Workflow or service model

• Expected response time improvements

• Communication and reporting structure

• Integration with County staff and internal processes

• Availability for time-sensitive or emergency requests

C. Cost Structure and Financial Benefit (3 Points)

Indicate whether each value-added service is and provide any pricing details or cost advantages associated with these services and describe how they create financial value for the County.

• Included at no additional cost

• Provided at a discounted rate

• Offered at a separate fee

D. Demonstrated Impact and Experience (2 Points)

Provide examples of how the proposed value-added services have been successfully implemented for other clients, particularly public agencies, and describe:

• Operational or financial benefits achieved

• Measurable outcomes

• Lessons learned

• Relevance to Collier County

EVALUATION CRITERIA NO. 6: COST TO THE COUNTY (20 Total Points Available)

Included but not limited to:

• Proposers should disclose any minimum commissions, thresholds, or other pricing assumptions.

• Proposers must fully complete and submit the Fee Proposal Schedule Form (Attachment A) with submission.

• The County reserves the right to negotiate the proposed commissions, thresholds, or other pricing assumptions, and the Fee Proposal Schedule.

EVALUATION CRITERIA NO. 7: LOCAL VENDOR PREFERENCE (10 Total Points Available)

Local business is defined as the Proposer 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 Proposer’s staff operates and performs business in an area zoned for the conduct of such business.