26-17HR_Exhibit_D_Scoring_Criteria.pdf

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Attached to
Real Estate Development Consultant
Solicitation number
26-17HR
Issued by
Sarasota County, Siesta Key CDP, Florida

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This is a scoring criteria document from the City of Sarasota, Florida, for Request for Proposals 26-17HR seeking a Real Estate Development Consultant to support the 1st Street Workforce Housing Project. The consultant will provide comprehensive advisory services including strategic real estate development consultation, financial pro forma modeling, procurement guidance, contract drafting support, stakeholder engagement, and project management. The project addresses a critical shortage of affordable and attainable workforce housing in downtown Sarasota across four properties totaling approximately 52,000 square feet. Proposals are due March 3, 2026, at 2:30 p.m., with questions accepted by February 20, 2026, at 4:00 p.m. and responses provided by February 25, 2026. Electronic submissions are required through the OpenGov Procurement portal. The contract term is two years with an optional one-year renewal. Evaluation will occur in two phases, with Phase 1 assessing proposals across seven criteria totaling 100 available points.

The scoring criteria allocate points as follows: relevant project experience (5 points), key personnel and team structure (10 points), demonstrated core competencies across ten required functional areas (30 points), understanding of project objectives (15 points), project approach and technical methodology (25 points), pricing reasonableness (5 points), and local preference (10 points). Local vendor preference is available to firms holding a valid City of Sarasota Business Tax Receipt for at least one year with a physical non-residential business address and full-time employees within the city, earning ten additional points, or to local county businesses meeting similar criteria, earning five additional points. The pricing proposal must include a fixed monthly retainer covering all ongoing project management, deliverables, and reporting activities, with an additional hourly rate schedule for services outside defined deliverables. The selected vendor will be prohibited from competing for the eventual development project, ensuring an unbiased advisory role.

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26-17HR SCORING CRITERIA

Category Category Title Category Description Available Points

(NON-CCNA)

1 Relevant Project Experience

Evaluators will score three to five projects on relevance, scope, outcomes, and alignment with City objectives, with public-sector or municipal experience given preference.

2 Key Personnel & Team Structure

Evaluators will assess the team structure, identification of Project Manager and Principal-in-Charge, individual roles, licenses/certifications, and confirmed availability. Focus is on who is on the team and their commitment.

3 Demonstrated Core Competencies

Evaluators will assess the team’s capability in each required functional area Section II including responsible personnel, relevant experience, and examples of successfully completed projects. Focus is on what the team can do.

4 Understanding of the Project & Solicitation Objective

Evaluators will assess the proposer’s understanding of the City’s objectives, the 1st Street Workforce Housing Project, downtown Sarasota context, workforce housing goals, mixed-use development considerations, and applicable statutes, regulations, and policy frameworks.

5 Project Approach & Technical Methodology

Evaluators will assess the proposer’s approach to delivering real estate development consulting services, including support for City staff, Procurement, and Legal Counsel, financial modeling and feasibility analysis, stakeholder engagement, procurement and solicitation support, and identification of risks with mitigation strategies.

6 Pricing Evaluators will assess the reasonableness, transparency, and completeness of the proposed pricing.

7 Local Preference

Calculation of points based on the local preference described in the Terms and Conditions.

Total available points 100

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