Annual_MSTBU_Assessment_Roll_Preparation_for_Pelican_Bay_(Addendum_#1_Revision).pdf

For more information, please visit our County’s e-Procurement Portal, located at https://procurement.opengov.com/portal/collier-county-fl

COLLIER COUNTY

QUICK QUOTE

FOR

ANNUAL MSTBU ASSESSMENT ROLL PREPARATION FOR

PELICAN BAY

Kevin Anderson, Operations Manager

Procurement Services Division

3295 Tamiami Trail E, Bldg C-2,Naples, FL, 34112 kevin.anderson@colliercountyfl.gov

(239) 252-8940

Quick Quote Title: Annual MSTBU Assessment Roll Preparation for Pelican Bay

Table Of Contents

1. QUICK QUOTE

2. INTRODUCTION

3. TERM

4. AWARD CRITERIA

5. SPECIFICATIONS/SCOPE OF WORK

6. INSURANCE AND BONDING REQUIREMENTS

7. PRICING PROPOSAL

8. VENDOR QUESTIONNAIRE

Attachments:

A - PO Terms and Conditions

B - assessment_example

C - Pelican Bay Map revised 8.9.21

D - Quote_Schedule_Pelican_Bay_Assessment_Roll_Preparation_2025 (1)

E - RFQ_Pelican_Bay_Assessment_Roll_2025_QQ

F - Resolution 2023-108

1. QUICK QUOTE

Annual MSTBU Assessment Roll Preparation for Pelican Bay

Release Project Date: May 1, 2024

Question Submission Deadline: May 8, 2024, 11:00am

Response Submission Deadline: May 15, 2024, 3:00pm

All quotes shall be submitted online via the Collier County Procurement Services Division Online

Bidding System: https://procurement.opengov.com/portal/collier-county-fl no later than the date and time specified above. We will not accept any quotation responses later than the noted time and date.

2. INTRODUCTION

The Pelican Bay Services Division (hereinafter, the “Division or Department”) has issued this informal competition Quick Quote (hereinafter, “QQ”) with the intent of obtaining quotes from interested 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.

3. TERM

The purchase order term, if an award is made is intended to be for a one-time purchase.

Prices shall remain firm for the term of the resultant purchase order.

NO EXCEPTIONS TO THE COUNTY’S PURCHASE ORDER TERMS AND CONDITIONS NOR A

VENDOR PROVIDED CONTRACT WILL BE ACCEPTED.

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

All goods are FOB destination and must be suitably packed and prepared to secure the lowest transportation rates and to comply with all carrier regulations. Risk of loss of any goods sold hereunder shall transfer to the COUNTY at the time and place of delivery; provided that risk of loss prior to actual receipt of the goods by the COUNTY nonetheless remain with VENDOR.

4. AWARD CRITERIA

For the purposes of determining the winning quote, the County will select the responsive vendor with the lowest quote.

5. SPECIFICATIONS/SCOPE OF WORK

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

5.1. Annual MSTBU Assessment Roll Preparation for Pelican Bay

• Allocation of annual special assessment per the Board Approved special assessment methodology.

Continue to monitor and make required modifications due to changes in land uses and or densities.

• Prepare and maintain the official lien roll. A property database is created by using information obtained from Collier County Property Appraisers’ secured roll.

• Prepare, certify, and transmit the Preliminary Assessment Roll (Non-Ad Valorem Assessment Roll) to the Collier County Property Appraiser by July 2024

• Parcel data information is to be reviewed and compared to prior year’s rolls, to insure that the district’s rolls are in compliance with the law and that the vendor has obtained all the pertinent information to prepare accurate assessments.

• Prepare, certify and transmit annual trim notice with proposed annual special assessments for both capital and operating and maintenance assessments to PBSD offices for distribution to residents.

• Prepare, certify and transmit annual lien roll with annual special assessments for both capital and operating and maintenance assessments to Collier County Property Appraiser (CCPA) by September 1, 2024.

• Transmit updates if required by CCPA.

• In addition vendor is responsible for providing electronic file formatted for use to print and to send by first class mail, the annual assessment notice to all property owners on the Preliminary Assessment Roll

(Non-Ad Valorem Assessment Roll)

• The vendor will prepare a summary notice page for each parcel to be submitted to printing/mailing vendor. Please see attachment example of individual parcel notice.

6. INSURANCE AND BONDING REQUIREMENTS

6.1. Worker’s Compensation

Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government Statutory Limits and

Requirements

Evidence of Workers’ Compensation coverage or a Certificate of Exemption issued by the State of Florida is required. Entities that are formed as Sole Proprietorships shall not be required to provide a proof of exemption.

An application for exemption can be obtained online at https://apps.fldfs.com/bocexempt/

6.2. Employer’s Liability

$500,000 single limit per occurrence

6.3. Additional Information

https://apps.fldfs.com/bocexempt/

A. Vendor shall ensure that all subcontractors comply with the same insurance requirements that he is required to meet. The same Vendor shall provide County with certificates of insurance meeting the required insurance provisions.

B. Collier County must be named as "ADDITIONAL INSURED" on the Insurance Certificate for

Commercial General Liability where required. This insurance shall be primary and non-contributory with respect to any other insurance maintained by, or available for the benefit of, the Additional Insured and the Vendor’s policy shall be endorsed accordingly.

C. The Certificate Holder shall be named as Collier County Board of County Commissioners, OR, Board of

County Commissioners in Collier County, OR Collier County Government, OR Collier County. The

Certificates of Insurance must state the Contract Number, or Project Number, or specific Project description, or must read: For any and all work performed on behalf of Collier County.

D. On all certificates, the Certificate Holder must read: Collier County Board of Commissioners, 3295

Tamiami Trail East, Naples, FL 34112

E. Thirty (30) Days Cancellation Notice required.

F. Collier County shall procure and maintain Builders Risk Insurance on all construction projects where it is deemed necessary. Such coverage shall be endorsed to cover the interests of Collier County as well as the Contractor. Premiums shall be billed to the project and the Contractor shall not include Builders

Risk premiums in its project proposal or project billings. All questions regarding Builder’s Risk

Insurance will be addressed by the Collier County Risk Management Division.

G. Professional Services and/or Consulting Services may require professional liability insurance.

H. Environmental services, repairs, construction and/or hazardous materials projects may require pollution insurance.

7. PRICING PROPOSAL

Line Item Description Quantity Unit of

Measure Unit Cost Total

10 Annual MSTBU Assessment Roll

Preparation for Pelican Bay 1 Lump Sum

TOTAL

8. VENDOR QUESTIONNAIRE

1. Vendor's Insurance Statement*

By confirming, we understand the insurance requirements of these specifications and that the evidence of insurability may be required within five (5) days of the award.

☐ Please confirm

*Response required

2. Attach Lump Sum Bid