CN-550000-DOW97-W0020000.pdf

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Attached to
Master Agreement FL|DOW97|adc51f19d61aa553bb8f2f2fda442b21
Contract number
DOW97
Issued by
Florida

About this file

This document is a Task Work Order for Professional Services issued by the Florida Department of Transportation (FDOT), District 4, for Florida Acquisition & Appraisal, Inc. (FLAA), a licensed real estate brokerage firm. The contract is part of the DOW97 continuing services agreement for right-of-way acquisition and relocation services, specifically focused on a Needs Assessment Survey for the Lantana Road Interchange project in Palm Beach County.

The task work order authorizes FLAA to conduct a comprehensive Relocation Needs Assessment Survey for $37,000.08, to be invoiced per specified milestones. The scope includes researching and preparing detailed documentation such as relocation surveys, relocation schedules, census data, inventories of displaced individuals and businesses, comparable housing and business site assessments, and current relocation cost estimates. The survey must be completed within 60 days of the Notice to Proceed, with milestone payments at 40% (business surveys), 50% (survey report delivery), and 10% (department approval). The contract is part of a larger $5,000,000 budgetary ceiling agreement running from August 18, 2023, to August 17, 2028, and was competitively procured through a Request for Proposal process.

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Text version

STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION

TASK WORK ORDER FOR PROFESSIONAL SERVICES

375-030-25

PROCUREMENT

06/17

Consultant:

Address:

Date:

8/17/2028

*Limiting or Estimating/Budgeted Amount.

Distribution:

Consultant Acceptance:

Signature

PSU, Financial Services, FDOT PM

President

$37,000.08

$0.00

(name) (title)

Jack Curatelli

$37,000.08

Total authorizations to date (including this one):

Departmental Approval:

$37,000.08 Limit

Assessment survey report for the Lantana Interchange project.

Florida Acquisition & Appraisal, Inc.

410 S. Ware Blvd., Suite # 700 Tampa, Florida, 33619

(To be entered upon execution of T.W.O.)

Brief Task Description:

In accordance with the above referenced contract, you are authorized to perform the tasks detailed in attached Exhibit A (Scope of Services).

Compensation elements are as follows:

Element Description Amount Estimate/LimitMethod of Compensation

The total amount or the limiting amount of the compensation will be:

All services required under this Task Work Order will be completed on or before:

$37,000.08

(LS2) Lump sum paid based on % of completion

Page 1 Total

Page 2 thru 6 Subtotal

Total

Basic Services

$485,726.49

(name) (title) Signature

Ninoy Lucero Contracts Coordinator

Other Notes:

An independent assessment of the staff hours and quantities for the proposed services has been performed, and found to be fair, reasonable, and competitive.

Task Work Order No.:

Contract No.: Payment FM No.:

DOW97 41325814201

DocuSign Envelope ID: 57CA27AE-D5D6-48FE-A4C4-EE2ECEBDC606

01/11/2024 | 2:05 PM EST

Scope of Services/Task Description

Acquisition Services

CONSULTANT:

CONTRACT:

PROJECT:

FM NUMBER:

TASK/WORK DESCRIPTION:

TASK WORK ORDER NUMBER:

Florida Acquisition and Appraisal, Inc.

DOW97

Lantana Road @ I95 Interchange

413258-1

Relocation Needs Assesment Services

TWO #2

An independent assessment of the staff hours and quantities provided in your fee proposal of

December 13, 2023, for the proposed services has been performed by the Contract Manager, Dan Marwood, and found to be fair, reasonable and competitive.

The consultant is to provide relocation and other related services as specified in “Exhibit A,” Scope of Services, for the above-referenced contract. Services will include, but are not limited to:

Right of Way Services as listed in the attached proposal

All services required under this task work order are to be completed by January 30, 2026.

Licensed Real Estate Broker

Acquisition

Appraisal

Relocation

Cost Estimating

Property Management

Lawsuit Preparation

T (855) 777-3522 P (813) 241-6354 F (813) 864-0099

PO Box 89007 Tampa, FL 33689

410 S. Ware Blvd.

Suite 700 Tampa, FL 33619 w w w . f l a a . c o m

December 13, 2023

FDOT, District 4 3400 West Commercial Boulevard Ft. Lauderdale, FL 33309-3421 ATTN: Dan Marwood Deputy Right of Way Manager – Production

RE: DOW97, Continuing Services for Right of Way Acquisition & Relocation

Task 2, County Road 812 (Lantana Road) Needs Assessment Survey Proposed Scope, Staff-hours, & Price

Dear Dan, Enclosed is our proposal for the Needs Assessment Survey report for the Lantana Interchange project, to include the scope in accordance with the DOW97 contracted scope, FLAA’s staff-hours, and proposed lump-sum price.

SCOPE

FLAA shall research and prepare a Relocation Needs Assessment Survey in accordance with FDOT's R/W Procedures Manual and submit to FDOT's Project Manager for review and approval.

Needs Assessment Survey shall include, but is not limited to, the following:

Relocation surveys;

Accurate relocation schedules;

Pertinent census data;

Inventories of characteristics and needs of individuals, families, and business operations to be displaced;

Inventories of comparable decent, safe and sanitary replacement dwellings available for sale or rent;

Inventories of available business relocation sites for sale or rent;

Current relocation cost estimate;

Conduct business interviews via a detailed door to door survey to obtain information regarding a business’s replacement site requirements, current lease terms and other contractual obligations and financial capacity of the business to accomplish the move.

Document any expressed need for outside specialists that will be required to assist in planning the move and identify personality/realty issues;

Inventories of business displacees, ownership interests, and potential eligibility for business damages should be noted. The resulting list of businesses must be checked against the records of the Secretary of State to identify any registered agents for those businesses. The surveys must be current to the date the negotiations are initiated on the project;

Identify any need for Last Resort Housing.

SCHEDULE:

The Relocation Needs Assessment Survey shall be delivered within sixty (60) days of the Notice to Proceed and issuance of a Task Work Order (TWO).

MILESTONES

40% Completion of Business Surveys

50% Delivery of Needs Assessment Survey Report (NAS)

10% Department Approval of Report

DOW97, Continuing Services for Right of Way Acquisition & Relocation Task 2, County Road 812 (Lantana Road) Needs Assessment Survey Proposed Scope, Staff-hours, & Price

Florida Acquisition & Appraisal, Inc. 2 of 2 www.flaa.com

LUMP-SUM PRICE

FLAA proposes a lump sum price of $37,000.

This price will be invoiced per the milestones listed above.

This is a rounded price to the benefit of the Department for billing convenience.

We appreciate the opportunity to continue supporting the Department on this project and contract.

Sincerely, FLORIDA ACQUISITION & APPRAISAL, INC.

Jack Curatelli

Jack Curatelli, SR/WA President

Encl. (1)

Staff-hours

Cc: Christina Brown

Project Name: Task 1 - Lantana Rd

Hourly Rate: $195.03 $165.46 $165.46 $127.25 $104.55 $144.03 $162.08

Job Classification:

Project Manager 3 (Home)

Sr. Acquisition Agent (Home)

Sr. Acquisition

Agent (Home) Acquisition

Agent Home Secretary /

Clerical Home Suit

Coordinator Home Totals

Needs Assessment Survey 46 22.283 125 0 35 228.283

Total Staff-Hours 46 22.283 125 0 35 0 228.283

Total per Classification $8,971.38 $3,686.95 $20,682.50 $0.00 $3,659.25 $0 $37,000.08

$37,000.08

NEEDS ASSESSMENT

SURVEY

Staffhour Estimate Worksheet

Right of Way Acquisition Services

FLORIDA DEPARTMENT OF TRANSPORTATION

FUNDS APPROVAL

DOW97

1/11/2024

CONTRACT INFORMATION

FUNDS APPROVAL INFORMATION

FUNDS APPROVED/REVIEWED FOR JASON ADANK, CPA, COMPTROLLER ON 1/11/2024

Action: Task Work Order

Reviewed or Approved: APPROVED

Organization Code: 55043030455

Expansion Option: AB

Object Code: 131328

Amount: $37,000.08

Financial Project: 41325814201

Work Activity (FCT): 121

CFDA:

Fiscal Year: 2024

Budget Entity: 55100100

Category/Category Year: 088853/24

Amendment ID: W002

Sequence: 00

User Assigned ID: 2

Enc Line (6s)/Status: 0003/04

Total Amount: $37,000.08

Contract: DOW97

Contract Type: DH - RELOCATION SERVICES (RELOCATION)

Vendor Name: FLORIDA ACQUISITION & APPRAISAL

Vendor ID: F593331947002

Beginning Date of This Agreement: 08/18/2023

Ending Date of This Agreement: 08/17/2028

Contract Total/Budgetary Ceiling: bc = $5,000,000.00

Method of Procurement: C - REQUEST FOR PROPOSAL (287.55,F. S.)

Description: Continuing Services for

Page1 of 1

To: Celestino.Lucero@dot.state.fl.us

Insert from: "0-T2_Proposal-NAS.pdf"
Proposal_Cover
T2-NAS_Hours
NAS

File details come from the government source that posted it. Updated .