DOT-ITN-26-7003-EG

State of Florida Department of Transportation

INVITATION TO NEGOTIATE

DISTRICT-WIDE REAL ESTATE APPRAISAL AND

VALUATION SERVICES

DOT-ITN-26-7003-EG

CONTACT FOR QUESTIONS:

Enrique Garcia, Procurement Agent enrique.garcia@dot.state.fl.us

Fax: (813) 975-6473 Phone: (813) 975-6156 or (800) 226-7220 x6156

Florida Department of Transportation Procurement Office, MS 7-700 11201 North McKinley Drive Tampa, Florida 33612-6456

State of Florida Department of Transportation Procurement Office, MS 7-700 11201 North McKinley Drive Tampa, Florida 33612-6456

INVITATION TO NEGOTIATE REGISTRATION

PLEASE COMPLETE AND RETURN THIS FORM ASAP

E-MAIL TO ENRIQUE GARCIA AT ENRIQUE.GARCIA@DOT.STATE.FL.US

ITN Number: DOT-ITN-26-7003-EG

Title: District-Wide Real Estate Appraisal and Valuation Services.

Sealed Reply Due Date and Time: See “Timeline” in ITN Introduction Section

Vendors should notify our office by returning this Registration Form as soon as possible after downloading. Complete the information below and email this sheet only to Enrique Garcia, enrique.garcia@dot.state.fl.us.

THE INVITATION TO NEGOTIATE (ITN) DOCUMENT YOU RECEIVED IS SUBJECT TO

CHANGE. Notices of changes (Addenda) will be posted on the Florida Vendor Information Portal (VIP) at https://vendor.myfloridamarketplace.com/, under this ITN number, click on “Search Advertisements”, click on the drop-down arrow beside the box for “Ad Type”, select “Invitation to Negotiate”, click on the drop-down arrow beside the box for “Organization”, select “Florida Department of Transportation”, then go to the bottom of the same page and click on “Search”. It is the responsibility of all potential repliers to monitor this site for any changing information prior to submitting your reply.

Company Name:

Address:

City, State, Zip:

Telephone:

Contact Person:

Internet E-Mail Address:

For further information on this process, e-mail, or telephone: Enrique Garcia at enrique.garcia@dot.state.fl.us or (813) 975-6156 or (800) 226-7220 x6156.

I N T R O D U C T I O N S E C T I O N

1) INVITATION

The State of Florida Department of Transportation, hereinafter referred to as the "Department", is soliciting written replies from vendors interested in participating in competitive negotiations to establish a term contract to provide real estate appraisal and valuation services within the geographical boundaries of District Seven (Hillsborough, Pinellas, Pasco, Hernando, and Citrus Counties). The Department intends to award up to 30 contracts to the top responsive and responsible vendors who are determined to provide the best value to the Department. It is anticipated that the term of the contract will be five years from the date of contract execution.

2) TIMELINE

Provided below is a list of critical dates and actions. These dates are subject to change. Notices of changes (Addenda) will be posted on the Florida VIP, at https://vendor.myfloridamarketplace.com/ (click on “Search Advertisements”), under this ITN number. It is the responsibility of all potential repliers to monitor this site for any changing information prior to submitting your reply.

ACTION / LOCATION DATE LOCAL TIME

DEADLINE FOR TECHNICAL QUESTIONS 11-4-2025 5:00PM

(There is no deadline for administrative questions)

REPLIES DUE 11-11-2025 5:00PM

ELECTRONIC SUBMISSIONS – PLEASE SEE SECTION #3 BELOW

PUBLIC OPENING (Initial Replies) 11-12-2025 10:00AM Florida Department of Transportation District 7 Manatee Conference Room 11201 North McKinley Drive Tampa, Florida 33612-6456

PUBLIC MEETING TO SHORTLIST 12-10-2025 10:00AM

Florida Department of Transportation District 7 Manatee Conference Room 11201 North McKinley Drive Tampa, Florida 33612-6456

POSTING OF SHORTLIST 12-10-2025 5:00PM

POSTING OF INTENDED AWARD TO BE DETERMINED

3) ELECTRONIC SUBMISSION OF REPLIES

Electronic Replies Submittals

Please follow the below instructions for the submittal of electronic replies, failure to do so, may result in your reply being found non-responsive. Non-responsive replies will not be evaluated.

a) Subject line must show: DOT-ITN-26-7003-EG – VENDOR’S NAME

b) Email shall contain one file attachment marked as the following: DOT-ITN-26-7003-EG –

VENDOR’S NAME

c) Documents shall be submitted in portable document format (PDF).

d) The body of the email shall not contain any information other than the PDF documents, and the signature line (text only, no graphics).

e) Email limit is 25MB per message. That total includes all attachments, email body and if you use stationary backgrounds, artwork, etc.

f) Replies shall be submitted ONLY to: D7.Purch@dot.state.fl.us

NOTE: It is the replier’s responsibility to assure that the reply is delivered to the email address above on or before the reply due date and time (See Introduction Section 2 Timeline). Replies which for any reason are not so delivered, will not be considered.

4) PUBLIC MEETING AGENDA

Agenda – Public Opening (Initial Replies)

Agenda for Public Opening of initial replies to DOT-ITN-26-7003-EG:

Starting Time: see “Timeline” in ITN solicitation

- Opening remarks of approximately two minutes by Department Procurement Office personnel.

- Public input period – To allow a maximum of 15 minutes total for public input related to the ITN solicitation.

- At conclusion of public input or 15 minutes, whichever occurs first, the initial replies received timely will be opened, with respondent’s name read aloud and tabulated.

- Adjourn meeting.

Agenda – Meeting to Shortlist

Agenda for Meeting to Shortlist on DOT-ITN-26-7003-EG:

Starting Time: see Timeline in ITN solicitation

- Opening remarks of approximately two minutes by Department Procurement Office personnel.

- Public input period – To allow a maximum of 15 minutes total for public input related to the ITN solicitation.

- At conclusion of public input or 15 minutes, whichever occurs first, the evaluations of initial replies received will be summarized.

- Determine the number of firms to include on shortlist.

- Announce the names of the shortlisted firms and when the decision will be posted on the

Florida VIP.

- Adjourn meeting.

5) SPECIAL ACCOMMODATIONS

Any person with a qualified disability requiring special accommodations at a pre-reply conference, public meeting, oral presentation and/or opening shall contact the contact person at the phone number or e-mail address provided on the title page at least five working days prior to the event.

If you are hearing or speech impaired, please contact this office by using the Florida Relay Services which can be reached at 1 (800) 955-8771 (TDD).

S P E C I A L C O N D I T I O N S

1) MYFLORIDAMARKETPLACE

VENDORS MUST BE ACTIVELY REGISTERED IN THE STATE OF FLORIDA’S

MYFLORIDAMARKETPLACE SYSTEM BY THE TIME AND DATE THE SEALED REPLIES ARE

DUE OR THEY MAY BE CONSIDERED NON-RESPONSIVE (see Special Condition 15). All prospective vendors that are not registered, should go to https://vendor.myfloridamarketplace.com/ to complete on-line registration, or call 1-866-352-3776 for assisted registration.

All payment(s) to the vendor resulting from this competitive solicitation WILL be subject to the MFMP Transaction Fee in accordance with the attached Form PUR 1000 General Contract Condition #7d. The Transaction Fee imposed shall be based upon the date of issuance of the payment.

2) FLORIDA DEPARTMENT OF FINANCIAL SERVICES (DFS) W-9 INITIATIVE

The Florida Department of Financial Services (DFS) requires all vendors that do business with the state to submit an electronic Substitute Form W-9. Vendors must submit their W-9 forms electronically at https://flvendor.myfloridacfo.com to receive payments from the state. Contact the DFS Customer Service Desk at (850) 413-5519 or FLW9@myfloridacfo.com with any questions.

3) QUESTIONS AND ANSWERS

In accordance with section 287.057(25), Florida Statutes, respondents to this solicitation or persons acting on their behalf may not contact, between the release of the solicitation and the end of the 72-hour period following the agency posting the notice of intended award, excluding Saturdays, Sundays, and state holidays, any employee or officer of the executive or legislative branch concerning any aspect of this solicitation, except in writing to the procurement officer or as provided in the solicitation documents. Violation of this provision may be grounds for rejecting a response.

Any technical questions arising from this Invitation to Negotiate must be forwarded, in writing, to the procurement agent identified below. Questions must be received no later than the time and date reflected on the Timeline. The Department’s written response to written inquiries submitted timely by vendors will be posted on the Florida Vendor Information Portal at https://vendor.myfloridamarketplace.com/ (click on “Search Advertisements”), under this ITN number. It is the responsibility of all potential vendors to monitor this site for any changing information prior to submitting their reply.

WRITTEN TECHNICAL QUESTIONS should be submitted to:

Enrique Garcia at D7-PurchQuestions@dot.state.fl.us

Questions regarding administrative aspects of the procurement process should be directed to the procurement agent in writing at the address above or by phone: (813) 975-6156 or (800) 226- 7220 x6156.

4) CHANGES TO THE INVITATION TO NEGOTIATE (ADDENDA)

Notices of changes (Addenda) will be posted on the Florida Vendor Information Portal at https://vendor.myfloridamarketplace.com/ (click on “Search Advertisements”) under this ITN number. It is the responsibility of all potential vendors to monitor this site for any changing information prior to submitting your reply. All Addenda will be acknowledged by signature and subsequent submission of Addenda with reply when so stated in the Addenda.

5) BEST VALUE SELECTION AND PUBLIC MEETINGS

The Department intends to contract with the responsive and responsible Vendor whose proposal is determined by the Technical Review Committee (TRC) to provide the best value to the Department. "Best value", as defined in Section 287.012(4), F.S., means the highest overall value to the state based on objective factors that include price, quality, design, and workmanship.

Specific events in the competitive negotiation process will be conducted at a public meeting of the TRC. The specific events are noted in the Timeline (see Section 2 of Introduction Section).

Minutes will be taken at all public meetings and will be retained in the procurement file.

6) TECHNICAL REVIEW COMMITTEE

The TRC will be composed of at least three persons who collectively have experience and knowledge in contract procurement and the program area for which the commodities and/or contractual services are sought. Due to the complexity of certain procurements, the TRC is authorized to consult with subject matter experts during the course of the procurement process for the purpose of gathering information. The team leader, usually the project manager, will ensure consistent scoring and documentation to facilitate and support a consensus decision for the intended award. A consensus decision is a collaborative general agreement among the members of the group that does not have to be unanimous but meets the concerns of all members as much as possible. The team leader will provide a short plain statement for the procurement file that explains the basis of vendor selection for the intended award and how the vendor's deliverables and price will provide the best value to the state.

7) SCOPE OF SERVICES

Details of the desired services, information and items to be furnished by the Vendor are described in Exhibit “A”, Scope of Services, attached hereto and made a part hereof. Documentation of any revisions that may occur during the competitive negotiation process will be retained in the procurement file.

8) PRE-REPLY CONFERENCE:

A PRE-REPLY CONFERENCE WILL NOT BE HELD.

9) QUALIFICATIONS

9.1 Qualifications Questionnaire

Interested vendors must complete and submit the "Qualifications Questionnaire" to show that they have the necessary qualifications, prior relevant experience, and capabilities to meet the requirements of the Department in providing District-wide Real Estate Appraisal and Valuation Services, as specified in the scope of services. The replies to the "Qualifications Questionnaire" and the information provided by the vendors in their submittals will be reviewed and evaluated to determine the shortlist of vendors that are best able to meet the requirements of the Department and proceed to Step 3 in the competitive negotiation process.

9.2 Authorized to Do Business in the State of Florida

In accordance with sections 607.1501, 605.0902, and 620.9102, Florida Statutes, out-of-state corporations, out-of-state limited liability companies, and out-of-state limited partnerships must be authorized to do business in the State of Florida. Such authorization should be obtained by the reply due date and time, but in any case, must be obtained prior to posting of the intended award of the contract. For authorization, contact:

Florida Department of State Tallahassee, Florida 32399

(850) 245-6051

9.3 Licensed to Conduct Business in the State of Florida

If the business being provided requires that individuals be licensed by the Department of Business and Professional Regulation, such licenses should be obtained by the reply due date and time, but in any case, must be obtained prior to posting of the intended award of the contract. For licensing, contact:

Florida Department of Business and Professional Regulation Tallahassee, Florida 32399-0797

(850) 487-1395

9.4 E-VERIFY

Vendors/Contractors:

1. Shall utilize the U.S. Department of Homeland Security’s E-Verify system to verify the employment eligibility of all new employees hired by the Vendor/Contractor during the term of the contract; and

2. Shall expressly require any subcontractors performing work or providing services pursuant to the state contract to likewise utilize the U.S. Department of Homeland Security’s E-Verify system to verify the employment eligibility of all new employees hired by the subcontractor during the contract term; and

3. Shall adhere to requirements in section 448.095, Florida Statutes.

10) CONTRACT DOCUMENT

STANDARD WRITTEN AGREEMENT

The Department’s “Standard Written Agreement” is attached hereto and made a part hereof. The terms and conditions contained therein will become an integral part of the contract resulting from this solicitation. In submitting a reply, the vendor agrees to be legally bound by these terms and conditions.

11) REVIEW OF VENDOR'S FACILITIES AND QUALIFICATIONS

After the reply due date and prior to contract execution, the Department reserves the right to perform or have performed, an on-site review of the Vendor's facilities and qualifications. This review will serve to verify data and representations submitted by the Vendor and may be used to determine whether the Vendor has an adequate, qualified, and experienced staff, and can provide overall management facilities. The review may also serve to verify whether the Vendor has financial capability adequate to meet the contract requirements.

Should the Department determine that the reply/proposed negotiations have material misrepresentations or that the size or nature of the Vendor's facilities or the number of experienced personnel (including technical staff) are not adequate to ensure satisfactory contract performance, the Department has the right to reject the reply/proposal.

12) PROTEST OF INVITATION TO NEGOTIATE SPECIFICATIONS

Any person who is adversely affected by the contents of this Invitation to negotiate must file the following with the Department of Transportation, Clerk of Agency Proceedings, Office of the General Counsel, 605 Suwannee Street, Mail Station 58, Tallahassee, Florida 32399-0450:

1. A written notice of protest within 72 hours after the posting of the solicitation, (the notice of protest may be faxed to 850-414-5264, and

2. A formal written protest in compliance with Section 120.57(3), F.S., within 10 days of the date on which the written notice of protest is filed.

Failure to file a protest within the time prescribed in section 120.57(3), F.S., or failure to post the bond or other security required by law within the time allowed for filing a bond shall constitute a waiver of proceedings under Chapter 120, F.S.

13) UNAUTHORIZED ALIENS

The employment of unauthorized aliens by any contractor is considered a violation of Section 274A(e) of the Immigration and Nationality Act. If the contractor knowingly employs unauthorized aliens, such violation shall be cause for unilateral cancellation of the contract.

14) SCRUTINIZED COMPANIES LISTS

Responses must include a completed Vendor Certification Regarding Scrutinized Companies Lists to certify the respondent is not on either of those lists. The Form should be submitted with the Price Proposal.

Section 287.135, Florida Statutes, prohibits a company or other entity from bidding on, submitting a proposal for, or entering into or renewing a contract for goods or services of: i) $100,000 or more if, at the time of bidding on, submitting a proposal for, or entering into or renewing such contract , the company or other entity is on the Scrutinized Companies or Other Entities that Boycott Israel List, created pursuant to Section 215.4725, Florida Statutes, or is engaged in a boycott of Israel;

and, ii) $1,000,000 or more if, at the time of bidding on, submitting a proposal for, or entering into or renewing such contract, the company or other entity is on either the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism Sectors List, created pursuant to Section 215.473, Florida Statutes, or is engaged in business operations in Cuba or Syria.

If the Department determines the Vendor submitted a false certification under Section 287.135, Florida Statutes, the Department shall either terminate the Contract after it has given the Vendor notice and an opportunity to demonstrate the Department’s determination of false certification was in error pursuant to Section 287.135, Florida Statutes, or maintain the Contract if the conditions of Section 287.135, Florida Statutes are met.

15) RESPONSIVENESS OF REPLIES

15.1 Responsiveness of Replies

Replies will not be considered if not received by the Department on or before the date and time specified as the due date for submission.

15.2 Other Conditions

Other conditions which may cause rejection of replies include, but are not limited to, evidence of collusion among Vendors, obvious lack of experience or expertise to perform the required work, failure to perform or meet financial obligations on previous contracts, or in the event an individual, firm, partnership, or corporation is on the General Services Administration Excluded Parties List.

16) COPYRIGHTED MATERIAL

Copyrighted material will be accepted as part of the reply or a negotiation session only if accompanied by a waiver that will allow the Department to make paper and electronic copies necessary for the use of Department staff and agents. It is noted that copyrighted material is not exempt from the Public Records Law, Chapter 119, Florida Statutes. Therefore, such material will be subject to viewing by the public, but copies of the material will not be provided to the public.

17) ATTACHMENT TO INVITATION TO NEGOTIATE SUBMITTALS - CONFIDENTIAL

MATERIAL

The Vendor must include any materials it asserts to be exempted from public disclosure under Chapter 119, Florida Statutes, in a separate bound document labeled "Attachment to Invitation to Negotiate, Number DOT-ITN-26-7003-EG - Confidential Material". The Vendor must identify the specific Statute that authorizes exemption from the Public Records Law. Any claim of confidentiality on materials the Vendor asserts to be exempt from public disclosure and placed elsewhere in the reply will be considered waived by the Vendor upon submission, effective after opening.

18) COSTS INCURRED IN RESPONDING

This Invitation to Negotiate does not commit the Department or any other public agency to pay any costs incurred by an individual firm, partnership, or corporation in the submission of a reply or subsequent negotiations or to make necessary studies or designs for the preparation thereof, nor to procure or contract for any articles or services.

19) MODIFICATIONS, RESUBMITTAL AND WITHDRAWAL

Vendors may modify submitted replies at any time prior to the reply due date. Requests for modification of a submitted reply shall be in writing and must be signed by an authorized signatory of the vendor. Upon receipt and acceptance of such a request, the entire reply will not be considered unless is resubmitted by the due date and time. Vendors may also send a change in separate email to be opened at the same time as the reply. Reply modification and changes must be submitted in accordance with Introduction Section No.3, Electronic Submissions of Bids.

20) OPENING OF SEALED REPLIES

All reply openings are open to the public. Replies will be opened by the Department at the date, time and location in the Timeline (See Introduction Section 2 Timeline). The public may attend the opening but may not review any replies submitted until they become public records in accordance with Section 119.07, Florida Statutes.

21) QUALIFICATIONS QUESTIONNAIRE/SHORTLIST EVALUATION CRITERIA

The initial replies received timely will be evaluated qualitatively for each of the criteria addressed in the “Qualifications Questionnaire” for the purpose of determining the shortlist of vendors that best meet the requirements of the Department and are reasonably susceptible of award. The grades or points resulting from the review/evaluation of the responses to this questionnaire will not be included in decisions beyond determining the initial shortlist of vendors to proceed in the ITN process.

22) ORAL PRESENTATIONS

NO ORAL PRESENTATIONS WILL BE HELD.

23) PROPOSED NEGOTIATION PROCESS

The Department intends to negotiate concurrently with competing vendors, as set out below. The participating vendors should be cognizant of the fact that the Department, upon completion of each step, reserves the right to finalize the negotiation process at any time in the proposed process that the Department determines such selection would be in the best interest of the State.

Replies should be prepared to provide a straightforward, concise description of the vendor’s ability to meet the requirements and to allow the Department to properly evaluate the vendor’s reply.

Step 1) Interested vendors must submit the following to the "Procurement Agent" identified on the cover page by the date, time and location in the Timeline:

- Qualifications Questionnaire - with additional sheets as needed to address and respond to all questions completely (see Special Condition 9)

- Technical Proposal

- Preliminary Price Proposal or Pricing Scheme

Step 2) There will be a public meeting of the TRC, composed of at least three members, for the purpose of evaluating the initial replies received timely and selecting the shortlist of vendors that best meet the requirements of the Department and are reasonably susceptible of award. The TRC will complete a written summary evaluation of each vendor's response to the criteria addressed in the Qualifications Questionnaire (see Special Condition 9) to determine the shortlist of vendors to proceed to Step 3 in the competitive negotiation process. The public meeting will be held at the date, time and location in the Timeline. The shortlist selection of vendors that best meet the requirements of the Department will be posted in accordance with law and rule (See Special Condition 24).

Step 3) Each participating vendor will be scheduled to meet with the TRC to review and negotiate both the vendor’s technical and price proposals and discuss any issues or problems. Negotiation sessions are not open to the public and all negotiation sessions will be recorded by the Department.

Step 4) Each individual on the TRC will complete a written summary evaluation of each vendor’s technical approach, capabilities, prior relevant experience, and price proposal.

Step 5) There will be a public meeting of the TRC at the date, time and location in the Timeline to review the individual summary evaluations to make a final selection.

Step 6) After making the final selection, the TRC will write a short plain statement for the procurement file that explains the basis for vendor selection and how the vendor's deliverables and price will provide the best value to the state.

Step 7) The intended award will be posted in accordance with law and rule (see Special Condition 24).

Step 8) The Department will contract with the selected vendor.

24) POSTING OF SHORTLIST AND INTENDED AWARD

24.1 The shortlist, ranking and/or intended award, as applicable, will be made to the responsive and responsible vendor(s) which are determined to be capable of providing the best value and best meet the needs of the Department. The shortlist, ranking, or intended award decision will be announced at the date, time and location in the Timeline.

24.2 The Department’s decision will be posted on the Florida VIP, at https://vendor.myfloridamarketplace.com/, on the date in the Timeline, and will remain posted for a period of 72 hours. Any vendor who is adversely affected by the Department's recommended award or intended decision must file the following with the Department of Transportation, Clerk of Agency Proceedings, Office of the General Counsel, 605 Suwannee Street, Mail Station 58, Tallahassee, Florida 32399-0450:

1. A written notice of protest within 72 hours after posting of the Intended Award, (the notice of protest may be Faxed to 850-414-5264), and

2. A formal written protest and protest bond in compliance with Section 120.57(3), Florida Statutes, within 10 days of the date on which the written notice of protest is filed. At the time of filing the formal written protest, a bond (a cashier’s check or money order may be accepted) payable to the Department must also be submitted in an amount equal to one percent (1%) of the estimated contract amount based on the contract price submitted by the protestor.

Failure to file a protest within the time prescribed in Section 120.57(3), Florida Statutes, or failure to post the bond or other security required by law within the time allowed for filing a bond shall constitute a waiver of proceedings under Chapter 120, Florida Statutes.

3. If the Department is unable to post as defined above, the Department will notify all vendors by electronic notification on the Florida VIP (see special condition 24.2, above) or by mail and/or telephone. The Department will provide notification of any future posting in a timely manner.

25) AWARD OF THE CONTRACT

Services will be authorized to begin when the Vendor receives the following document(s), as appropriate, indicating the encumbrance of funds and award of the contract:

A Standard Written Agreement executed by both parties.

26) RENEWAL

Upon mutual agreement, the Department and the Contract Vendor may renew the Contract for a period that may not exceed three years or the term of the original contract, whichever is longer.

The renewal must be in writing and signed by both parties and is subject to the same terms and conditions set forth in the initial contract and any written amendments signed by the parties. Any renewal shall specify the renewal price, as set forth in the solicitation response, except that an agency may negotiate lower pricing. Renewal is contingent upon satisfactory performance evaluations and subject to the availability of funds.

27) ATTACHED FORMS

Qualifications Questionnaire Exhibit “C”, Price Proposal Vendor Certification Regarding Scrutinized Companies Lists (Form 375-030-60) E-Verify (Form 375-031-06) Affidavit Regarding Labor and Services (Form 375-030-31) Foreign Country of Concern Attestation (Form PUR 1355)

28) ATTACHED TERMS AND CONDITIONS

Exhibit "A" Scope of Services Exhibit “B” Method of Compensation Exhibit “C” Price Proposal Standard Written Agreement Terms for Federal Aid Contracts (Appendix I) General Conditions (PUR 1000) Instructions to Respondents (PUR 1001)

29) TERMS AND CONDITIONS

All responses are subject to the terms and conditions of this solicitation, which, in case of conflict, shall have the following order of precedence listed:

Special Conditions Exhibit “A” Scope of Services Exhibit “B” Method of Compensation Exhibit “C” Price Proposal Standard Written Agreement Terms for Federal Aid Contracts (Appendix I) Instructions to Respondents (PUR 1001) General Conditions (PUR 1000) Introduction Section

30) TERMS AND CONDITIONS

30.1 General Contract Conditions (PUR 1000)

The State of Florida’s General Contract Conditions are outlined in form PUR 1000, which is a downloadable document incorporated into this ITN by reference. Any terms and conditions set forth in this ITN document take precedence over the PUR 1000 form where applicable.

http://www.dms.myflorida.com/content/download/2933/11777/1000.pdf

The following paragraphs do not apply to this ITN:

Paragraph8(a), Dispute Resolution - PUR 1000 Paragraph 5(l), PRIDE – PUR 1000, when federal funds are utilized.

30.2 General Instructions to Respondents (PUR 1001)

The State of Florida’s General Instructions to Respondents are outlined in form PUR 1001, which is a downloadable document incorporated into this ITN by reference. Any terms and conditions set forth in this ITN document take precedence over the PUR 1001 form where applicable.

http://www.dms.myflorida.com/content/download/2934/11780/1001.pdf

The following paragraphs do not apply to this ITN:

Paragraph 3, Electronic Submission – PUR 1001 Paragraph 4, Terms and Conditions – PUR 1001 Paragraph 5, Questions – PUR 1001

30.3 MFMP Purchase Order Terms and Conditions

All MFMP Purchase Order contracts resulting from this solicitation will include the terms and conditions of this solicitation and the State of Florida’s standardized Purchase Order Terms and Conditions, which can be found at the Department of Management Services website at the following link: Purchase Order Terms & Conditions Section 8(B), PRIDE, is not applicable when using federal funds.

31) ANTITRUST VIOLATOR VENDOR LIST

Pursuant to Section 287.137(2)(a), Florida Statutes, a person or an affiliate who has been placed on the antitrust violator vendor list following a conviction or being held civilly liable for an antitrust violation may not submit a bid, proposal, or reply for any new contract to provide any goods or services to a public entity; may not submit a bid, proposal, or reply for a new contract with a public entity for the construction or repair of a public building or public work; may not submit a bid, proposal, or reply on new leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a new contract with a public entity; and may not transact new business with a public entity.

32) PROHIBITION AGAINST CONSIDERING SOCIAL, POLITICAL, OR IDEOLOGICAL

INTERESTS IN GOVERNMENT CONTRACTING

Pursuant to Section 287.05701, Florida Statutes, an awarding body may not request documentation of or consider a vendor’s social, political, or ideological interests when determining if the vendor is a responsible vendor, and an awarding body may not give preference to a vendor based on the vendor’s social, political, or ideological interest.

33) CONTRACTING WITH ENTITIES OF FOREIGN COUNTRIES OF CONCERN

PROHIBITED

The Proposer must submit, with its Proposal, a completed Foreign Country of Concern Attestation (PUR 1355) (Form 6). Form 6 must be completed by an officer or representative of the Bidder on behalf of the Bidder.

34) AFFIDAVIT REGARDING LABOR AND SERVICES

Prior to contract execution, extension or renewal, the Department shall notify the Contract awardee of the need to download, complete, and submit the FDOT form, Affidavit Regarding Labor and Services, No. 375-030-31. Please have the form signed and notarized and send a scanned copy to the Department. The nongovernmental entity (Contract awardee) must maintain the original copy in accordance with other provisions of this Agreement or Contract, and in accordance with Florida law.

35) LIABILITY INSURANCE

The Vendor shall not commence any work until they have obtained the following types of insurance, and a certificate of such insurance has been received by the Department. Nor shall the Vendor allow any subcontractor to commence work on this project until all similar insurance required of the subcontractor has been so obtained. The Vendor shall submit the required Certificates of Insurance to the Florida Department of Transportation, Procurement Office, MS 7-700, 11201 North McKinley Drive, Tampa, Florida, 33612-6456 within 10 days after the ending date of the period for posting the intended award decision.

The Vendor must carry and keep in force during the period of this contract a general liability insurance policy or policies with a company authorized to do business in the state of Florida, affording public liability insurance with combined bodily injury limits of at least $200,000.00 minimum per person and $300,000.00 minimum each occurrence, and property damage insurance of at least $200,000.00 minimum each occurrence, for the services to be rendered in accordance with this contract.

The Vendor must have and maintain during the period of this contract, a professional liability insurance policy or policies or an irrevocable letter of credit established pursuant to Chapter 675, Florida Statutes, and Section 337.106, Florida Statutes, with a company authorized to do business in the state of Florida, affording professional liability coverage for the professional services to be rendered in accordance with this contract in the amount of at least $250,000.00 . The Vendor shall maintain professional liability coverage for a minimum of three years after completion of the services rendered under this contract.

With respect to any general liability insurance policy required pursuant to this Agreement, all such policies shall be issued by companies licensed to do business in the State of Florida. The Vendor shall provide to the Department certificates showing the required coverage to be in effect with endorsements showing the Department to be an additional insured prior to commencing any work under this Contract. The certificates and policies shall provide that in the event of any material change in or cancellation of the policies reflecting the required coverage, thirty days advance notice shall be given to the Department or as provided in accordance with Florida law.

The Department shall be exempt from, and in no way liable for, any sums of money which may represent a deductible in any insurance policy. The payment of such deductible shall be the sole responsibility of the Vendor or subcontractor providing such insurance. Policies that include Self Insured Retention (SIR) will not be accepted.

36) PERFORMANCE BOND

A PERFORMANCE BOND IS NOT REQUIRED.

37) METHOD OF COMPENSATION

Information and details of the method of compensation are described in Exhibit “B”, Method of Compensation, attached hereto and made a part hereof. Documentation of any revisions that may occur during the competitive negotiation process will be retained in the procurement file.

38) LIQUIDATED DAMAGES/COMPENSATION ADJUSTMENTS

Details of liquidated damages/compensation adjustments are described in Exhibit “B”, Method of Compensation.

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EXHIBIT "A"

SCOPE OF SERVICES

DISTRICT-WIDE REAL ESTATE APPRAISAL AND VALUATION SERVICES

I. INTRODUCTION

District-Wide Appraisal, Appraisal Review, Appraisal Expert Witness Services, and Design Support Services will be required within the geographical boundaries of the District Seven area of responsibility (Hillsborough, Pinellas, Pasco, Hernando, and Citrus Counties). Services shall include, but not be limited to:

A. Appraisal Services shall include the fair market value estimates of all areas of real estate interests pertinent to the project as well as the preparation of written appraisal reports and updates as required. The Appraiser shall be responsible for all Appraisal work necessary and incidental to the completion of the project. Such work shall include but not limited to management and administration of sub-consultants for land planning/engineering, traffic engineering, architectural studies, survey, business damage estimate reports, cost-to-cure bids/proposals, title search needs, and/or other specialty services as may be required to complete the scope of services.

B. Appraisal Review Services shall include the preparation of written review appraisal statements in conjunction with suggested compensation of market value for real estate interests identified by the Department and other analysis services relating to the Department's specifically identified needs. The specifically identified needs include but are not limited to: preparation of cost estimates, the review of project or parcel cost estimates, specialized studies of project effects or influences, market activity, market conditions, trends and adjustments, financing, and feasibility, analysis, opinions and conclusions relating to such activities, and/or other specialty services as may be required to complete the scope of services.

C. Appraisal Expert Witness Services shall commence only upon instruction from the Trial Attorney(s) or authorized Department representative. Expert Witness services include assisting the Attorney in preparation for orders of taking and/or trial, prepare exhibits, present Expert Witness testimony, provide other hearing/trial related services as requested by the Trial Attorney, and provide such other services directly or indirectly as requested by the Attorney.

D. Design Support Appraisal Services, the Appraiser shall provide special design support and appraisal expertise during economic and engineering feasibility activities. The Appraiser will participate as a member of an economic feasibility assessment team to aid the Design Consultant and the Right of Way Appraisal Department in rendering expert advice. This may involve:

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1. An estimate of right of way costs, including but not limited to the number and types of businesses that will/could submit business damage claims, and the number of business and residential relocations for each right of way alternative for a comparison evaluation.

2. Manage sub-consultants whose specialized skills may be needed to provide reliable appraisal services. Such sub-consultants might include but not be limited to an engineer for costs-to-cure, a Certified Public Accountant (CPA) for business damages, a machinery and equipment appraiser, a land planner, a relocation agent, an environmental engineer, title researchers an architect and/or general contractors for demolition and removal or re-facing of structures.

3. Meet with the Department, the Design consultants, and other pertinent consultants as needed to discuss project issues.

4. Prepare reports on project issues, keep files as required by the Department, and provide other specialty services that may be required to complete the scope of services.

II. OBJECTIVES

The Appraiser shall perform all services necessary to make fair market value estimates, prepare written appraisal reports, and required updates for all real estate interests within the specified project limits, and provide support and Expert Witness services to the Florida Department of Transportation (FDOT) Eminent Domain/Legal Department. Elements of work shall include written appraisal reports, value conclusions, Expert Witness services and other services as referenced within this Scope of Services. All appraisal services shall be performed in conformance with the Uniform Standards of Professional Appraisal Practices (USPAP) as incorporated by reference in Section 475.628, Florida Statutes (F.S.), and the FDOT Supplemental Standards to the USPAP and other Directives and/or Guidelines. The Appraiser shall obtain a copy of the Right of Way Procedures Manual, sections 6.1: Appraisal and Appraisal Review, and 6.2: Supplemental Standards of Appraisal.

III. DEFINITIONS

A. Principal Appraiser, Review Appraiser, Appraiser of Record, Design Support Consultant, Expert Witness: The individual appointed by the Department to perform all appraisal, appraisal review, expert witness support, and appraisal/design support consulting services for a project, and whose qualifications and expertise will be evaluated in the selection process. Other persons may assist the Principal Appraiser, Review Appraiser, Expert Witness, or Design Support Consultant in performing all services to the extent that such assistance does not require the exercise of the assistant's judgment, conclusion, or opinion.

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B. Appraisal Services: Denotes an engagement for which a person is employed or retained to act, or could be perceived by third parties or the public as acting as an independent agent or disinterested third party in rendering an unbiased analysis, opinion, review, or conclusion relating to the nature, quality, value, or utility of specified interests in, or aspects of, identified real property.

C. Additional Services: Those work activities associated with delivery of a written acquisition appraisal report for each parcel identified herein, to include updates to the original appraisals, additional parcel appraisals, re-appraisals, expert witness services, and miscellaneous support services.

D. Assignment: One or more parcels assigned to one appraiser under one contract in connection with a designated road improvement project identified by a section/job number.

E. Subject Property: The parent ownership from which an interest or interests are to be acquired.

F. Parcel: The portion of a subject property comprising a defined interest to be acquired, i.e., fee, easement, etc.

G. Appraisal: A written statement independently and impartially prepared by a qualified Appraiser setting forth an opinion of defined value of an adequately described property as of a specific date, supported by the presentation and analysis of relevant market information.

H. Update: A procedure by which the value estimate of an appraisal is reconsidered as of a current date by analysis of market data which has occurred subsequent to the original date of value. An update may result in an increase, a decrease, or no change to the original value estimate.

I. Letter Update: A letter update may be requested if there have been no major changes in the property between the date of the last appraisal report and the present time.

J. Sales Data Book/Data Disk: A compilation, under separate cover, of the data representing the Appraiser's research, investigation efforts, and analyses supporting various conclusions from the local real estate market and including the Appraiser's basic analysis of the project and parcels assigned.

K. Acceptance: When an appraisal, fee review, expert witness service, or design support service has been reviewed and determined to be in compliance with the USPAP, current FDOT Supplemental Standards, or other standards required by the Department.

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L. Review Appraiser: The Department Appraiser responsible for determining compliance with USPAP and FDOT Supplemental Standards and determining acceptance to the Department.

M. Department Contract Manager: The Department Senior Appraiser responsible for determining the required services necessary for each appraisal project, directing the appraisal and review functions during the contract period, and assuring quality control of the appraisal review function and compliance with all contract terms.

N. Task Work Order: A document authorizing specific work assignments for an appraisal, fee review, expert witness services, design support services, or any other assignment required by the Department for the acquisition of right of way.

The task work order (TWO) shall include an established delivery date for the assignment and the agreed fee for performing the assignment.

IV. SERVICES

A. Comparable Sales Data Book: The Appraiser shall provide one original and additional copies, when needed, of a comparable sales data book and any supplements thereto to the Deputy District Right of Way Manager - Valuation, or their designee. A letter of transmittal advising the Review Appraiser where updated information should be placed in the data book must accompany each submittal.

B. Land Value Conclusion: A land value conclusion for each parcel must be completed including the market grid, support for adjustments, comparable sales, and all supporting data.

C. Items of Comparison: The Appraiser shall provide to the Department, when requested, a listing of various items of comparison for all sales in the data book and for each parcel to be appraised. This listing is to be complete and submitted to the Department when the data book and land value conclusions are due.

D. Additional Information: The Department shall set forth a due date for the data book, land values, and all appraisal reports.

E. Appraisal Report: The Appraiser shall perform or have performed all services necessary to make an estimate of market value for parcels identified by the Department in a task work order. All appraisal reports shall be delivered through an electronic transmittal in a format required by the Department. This includes all updated appraisal reports, expert witness appraisal reports, and any other reports deemed necessary by the Department unless otherwise instructed by the Department. When requested, the Appraiser will also submit hard copies of all appraisals, data books, reports, and other work products requested in any TWO.

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F. Zoning: Determine and verify zoning designations for each parcel with appropriate governmental entity. Determine and verify the zoning status of the parcel prior to the Department's acquisition, with respect to existing and pending variances, non-conforming uses (legal or illegal), and any previous or pending zoning or land use applications. Determine the impact of the Department's acquisition on the parcel's zoning status.

G. Comprehensive Land Use Requirements: Determine and verify the comprehensive land use plan status of each parcel with the local Planning Department, including the status before and after the Department's acquisition.

H. Concurrency: Obtain concurrency ordinances from municipal and county governments and determine the concurrency status of each parcel before and after the Department's acquisition.

I. Impact Fees: Determine and verify any change in impact fees by parcel after the Department's acquisition and provide a complete breakdown of all impact fees applicable to the parcel.

J. Environmental Regulations: Investigate the current environmental regulations from the appropriate federal, state, municipal, county, and regulatory agencies.

Determine and verify the effect of environmental regulations on each parcel before and after the Department's acquisition. Determine special items related to the cost to cure estimate with regard to factors related to environmental regulation.

K. Cost to Cure Estimate: Develop the most feasible cure for the subject parcel by evaluating the factors described herein and other pertinent site and regulatory factors as may be appropriate. Develop a total estimate of the cost to cure based on the selected scenario and considering building and site improvements, changes to access and drainage, regulatory costs and fees, architectural and engineering fees, and other cost factors as appropriate to the plan.

L. Survey Data/Parcel Sketch: As needed, supplement right of way maps furnished by the Department. Provide limited purpose surveys for each parcel to depict existing and proposed property and right of way lines, areas of acquisition, easements, residue, location of improvements, parking configuration (existing and proposed), location of site access points before and after the acquisition, depiction of building overhangs, and on-site traffic patterns.

M. Site Inspection: Inspect the subject parcel site with the Department's Review Appraiser, sub-consultants, and business damage expert, as required.

N. Parking Lot Design: Evaluate the parking design of the subject parcel before the Department's acquisition with respect to the potential number of spaces, configuration and layout, adherence to zoning and applicable design standards, A-6 encroachments on existing right of way, and any lease, easements, or other cross-parking or joint use arrangements applicable to the site.

Evaluate the parking after the Department's acquisition to provide the greatest utilization of parking that complies with applicable zoning and parking design standards. Consult with the Department's review appraiser and business damage expert in order to evaluate the effects of the proposed design.

O. Site Drainage Design: Evaluate adequacy of existing on-site drainage after the Department's acquisition and, when necessary, develop alternative drainage solutions, including the potential usage of the Department's drainage system if adequate drainage cannot be accommodated on-site.

P. Site Access (Egress and Ingress) Requirements: Identify location, width and adequacy for existing access points (driveways) before the acquisition. Provide information concerning the allowable width and location for driveways after the acquisition based on current access management requirements of the appropriate jurisdiction. The Appraiser is responsible for evaluating the effect of access changes on the value of a remainder property in a partial acquisition situation.

Driveway location must be compatible with access management policies (Rules 14-96 and 14-97, Florida Administrative Code (F.A.C.), and the District-Wide Access Management Implementation Plan).

Q. Building Floor Plans and Structure Design: When primary parcel structures are to be affected by the Department's right of way, provide drawings to scale of the improvements before and after the acquisition as provided in the final cure scenario.

R. On-Site…