Lee County 2027 Request for Qualifications - Commercial and Industrial Properties 8.25.25.pdf

COUNTY OF LEE

REQUEST FOR PROPOSALS

FOR PROFESSIONAL SERVICES

2027 Reappraisal of Lee County Commercial and Industrial Properties

Tax Administration

RFP# 4144-01-26

Date of Issue: 9/5/2025

Response Deadline: 10/6/2025 10:00 a.m.

Direct all inquiries concerning this RFP to:

Michael Brown Tax Administrator

Lee County Government Center

106 Hillcrest Drive Sanford, NC 27330

Phone: 919-718-4660 x 5424 mbrown@leecountync.gov www.leecountync.gov

BACKGROUND

Lee County is seeking a qualified firm to develop commercial and industrial schedule of values and appraised values for the upcoming 2027 reappraisal.

North Carolina statutes require an 8-year reappraisal cycle; however, Lee County is currently on a four-year reappraisal cycle. The last reappraisal took place in 2023. Lee County Tax Office staff currently performs in-house reappraisal of all residential properties in the county. The county is seeking assistance on valuing the commercial and industrial properties within Lee County (which encompasses the City of Sanford and the Town of Broadway). Lee County is a rapidly growing community with a population estimated to be over 70,000 residents, as of 2025. The County covers 259.2 square miles. The county has a total of 34,165 parcels. As of July 15, 2025, there is a total of 3,081 commercial or industrial properties, 1,203 of them are vacant and 1,878 are improved.

1. SCOPE

The Lee County Tax Department is seeking a firm to assist in their four-year revaluation to be effective on January 1, 2027. The primary responsibility of the consultant is to conduct the appraisal of commercial and industrial parcels, which include, but is not limited to include golf courses, quarries, pharmaceutical plants, biotech businesses and other special properties.

The selected consultant will perform the required duties in accordance with North Carolina General Statutes and the Uniform Appraisal Standards. The firm will work in direct consultation with the Tax Administrator. The consultant will work hand in hand with the Administrator and his staff during the entire process; however, the Tax Administrator will have all final decisions about project direction and values.

1.1 PRIMARY FIRM DUTIES

• Data verification review and field check of commercial and industrial properties.

• Perform data entry resulting from data verification review of commercial and industrial properties.

• Conduct land analysis and valuation.

• Perform neighborhood delineation of commercial and industrial properties.

• Build cost and income tables for commercial and industrial properties by property class in Tyler

Technologies iasWorld CAMA package (Version 2024.1.61) package and calculate and review values from the developed tables.

• Develop sales models for commercial and industrial properties.

• Conduct appraisals of businesses, including but not limited to, golf courses, quarries, pharmaceutical, biotech and other special properties.

• Develop / Assist with the production of the 2027 Schedule of Values.

• Provide support of values at the informal appeal level and attendance and testimony of values at the local Board of Equalization and Review.

• Be willing to contract for additional appeal work beyond the Board of Equalization and Review at the NC Property Tax Commission.

• Assist the Tax Administrator, and Appraisal staff, in the planning and implementation of the income approach to value for parcels valued.

• Train the appraisal staff on the functions relative to industrial and commercial properties to have a successful revaluation.

• Represent the County with a positive image during all field reviews, speaking engagements and interviews while under contract with the County.

1.2 REQUIREMENTS

1. Provide name of company, address and contact information.

2. Provide the name of the county/counties in which your firm has performed reappraisal work in

North Carolina in the last eight years.

3. Provide the name of the county/counties in which your firm has performed work for solely commercial and industrial parcels for a reappraisal project in North Carolina.

4. Reappraisal firm must be on the registered firm list with the North Carolina Department of

Revenue. Must have some knowledge of the makeup of Lee County.

5. At least one member of the firm must have a North Carolina certified general appraisal license that is valid and active.

6. Provide experience with Tyler Technologies iasWorld CAMA package.

7. Must have completed a computer assisted mass appraisal in a jurisdiction of 3,000+ commercial and industrial parcels.

8. Must have expertise in a mass appraisal of special type properties, i.e. golf courses, quarries, pharmaceutical, biotech and other special properties.

9. Must have experience in development of a Schedule of values in accordance with N.C. G.S. 105-

317.

10. Please list the name of person(s) who will be working or assisting with this project. For each person please list work history, training, certifications, licenses and/or designations or other notable accomplishments.

11. Describe the firm’s resources available to support the services to be performed as outlined in this

RFP.

12. Summarize what you consider to be the qualifications of your firm and/or team that make you the most qualified firm to perform the work associated with this solicitation.

13. Values to be delivered to the Tax Administrator by November 30, 2026.

14. Provide a sample project schedule based on your recommended project approach. Project schedule should include key milestones, reasonable review times for the County, and estimated man-hours per task.

2. SCHEDULE

Event Responsibility Date and Time Issue RFP Tax Department Friday 9/5/2025 Submit Written Questions No Later Than Firm Monday 9/19/2025 by 5:00 p.m.

Provide Response to Questions/Addendum Tax Department Friday 9/24/2025 by 5:00 p.m.

Submit Qualifications No Later Than Firm Monday 10/6/2025, 10:00 a.m.

Recommend Firm to Board Tax Department Monday 11/3/2025 Contract Negotiation Tax Department Pending Negotiation Contract Award Lee County BOCC Monday 12/1/2025 (subject to change)

3. QUESTIONS

Written questions shall be e-mailed to mbrown@leecountync.gov, by the date and time specified above.

The subject line for questions should be “2027 Reappraisal of Lee County Commercial and Industrial Properties – Question”.

Questions received prior to the submission deadline date, the Tax Administrator’s response, and any additional terms deemed necessary by Lee County will be posted in the form of an addendum to the County Finance Portal https://leecountync.gov/departments/development_services/bid_opportunities/ and shall become an Addendum to this RFP. No information, instruction or advice provided orally or informally by any County personnel, whether made in response to a question or otherwise concerning this RFP, shall be considered authoritative or binding. Firms shall rely only on written material contained in an Addendum to this RFP.

Inquiries should be submitted no later than the date and time noted under Section 2. SCHEDULE.

Questions answered verbally will be followed up by written addenda as deemed necessary; oral interpretations shall have no effect.

4. SELECTION CRITERIA

Respondents should address each of the evaluation criteria listed above and provide specific examples of projects they have undertaken that demonstrate their qualifications. Response document shall be no more than 25 pages (one-sided). The page limit does include the coversheet but does not include any issued addenda.

5. SUBMISSION CRITERIA

Firms interested in performing the professional services requested must submit the following information:

1. Responses must be enclosed in an opaque sealed envelope addressed to (2 copies):

Lee County Finance Office

Attn: Purchasing Agent

115 Chatham St., Suite 301

Sanford, North Carolina, 27330

2. Responses received after the announced time and date for submittal, whether by mail or otherwise, will be rejected. Firms are responsible for ensuring their response is received before the deadline indicated.

3. Responses submitted by telephone, telegraph, email, text message, or facsimile shall not be accepted.

Note the firm(s) name, address, and phone number of the contact person on the cover of the envelope. All RFP responses, regardless of delivery method, shall be received by the date and time noted under SCHEDULE. RFP responses may be sent via US Mail, FedEx, UPS or hand delivered. Faxed RFP responses will not be accepted.

https://leecountync.gov/departments/development_services/bid_opportunities/

6. METHOD OF AWARD

Responses will be reviewed by the Lee County Tax Department and evaluated based on the stated criteria.

Submitting firms may be asked to supplement their initial response with additional written material.

Depending on the results of the response evaluations, the Lee County Tax Department may develop a short-list of firms for interviews. The number of firms selected for interview, if any, will be based on the recommendation of the selection panel taking into consideration all available information. The selection panel will then make their recommendation to the Lee County Board of Commissioners. The Board of Commissioners will make the ultimate decision on the selection of the firm.

The County reserves the right to award this contract to the firm that it believes best demonstrates the ability to fulfill the requirements of the project. The successful firm(s) will be chosen based on the qualifications, selection criteria evaluation as demonstrated in the response, possible interviews and other available information. All firms submitting a response will receive notification once the contract has been awarded.

The firm(s) selected will be given the first right to negotiate an Agreement acceptable to the County. A detailed scope of work will be collaboratively developed by the selected firm and the County to base the fee schedule upon for the County’s consideration. In the event that an Agreement satisfactory to the County cannot be reached, the County may enter into negotiations with one or more of the remaining firms. The successful firm shall commence work only after execution of an acceptable agreement and approval of insurance certificates. The successful firm(s) will perform all services indicated in the response in compliance with the negotiated Agreement. All submitted responses will be subject to the North Carolina open records laws.

7. EQUAL OPPORTUNITY RIGHTS

Lee County, NC Government does not discriminate in any of its projects and activities. The Consultant awarded the contract for work will be required to assure that no person shall be denied employment or fair treatment, or in any way discriminated against, on the basis of race, sex, religion, age, national origin, or disability.

8. LEE COUNTY GOVERNMENT RIGHTS

Lee County reserves the right to reject all or portions of any or all responses, to waive irregularities and technicalities, to re-advertise, or to proceed to provide the services otherwise, in the best interest of the County. The County may, at its sole discretion, modify or amend any and all provisions herein. The County will not pay for any information herein requested, nor is it liable for any costs incurred by the participating firm.

Lee County Government reserves the right to extend the Request for Proposal submittal deadline if needed. All changes and/or clarifications will be distributed to all firms indicating interest in the form of addendums. A list of firms and others who have been issued Request for Proposal documents will be made available upon request.

9. INSURANCE REQUIREMENTS

Prior to the commencement of performance, the successful firm / joint venture shall furnish to Lee County a certificate of insurance for workers' compensation and professional liability, (errors and omissions) with limits of not less than $2,000,000.

Michael Brown Tax Administrator Lee County Government 106 Hillcrest Drive Sanford, NC 27330 Office: 919-718-4660 x 5424 mbrown@leecountync.gov | www.leecountync.gov http://www.leecountync.gov/

RFQ 1 RFQ 2 RFQ 3 RFQ 4

RFQ 1 RFQ 2 RFQ 3 RFQ 4

2.3.3 Relevant Experience of Staff

2.4.1 Knowledge of Lee County

2.4.2 Why Feel Most Qualified

2.5 Cost

Project Cost

RFQ 1 RFQ 2 RFQ 3 RFQ 4

3.4 Examples of projects undertaken that demonstrates qualifications

RFQ 1 RFQ 2 RFQ 3 RFQ 4

Michael Brown

Tax Administrator

Lee County Government 106 Hil lcrest Drive

Sanford, NC 27331-1968

O: 919-718-4660 x 5424 mbrown@leecountync.gov | www.leecountync.gov

Scorecard Lee County 2027 Reappraisal of Lee County Commercial and Industrial Properties

Name:____________________________________ Date:_______________________________

2.2.1 Where Performed Other Reappraisals in NC

2.2.2 Where Performed Only Comm/Ind Reappraisal in NC

2.3 Staffing and Resources

2.1 Workplan Approach

2.2 Experience

1.1 Timeliness

1.2 Completeness

1.3 Overall Quality & Level of Professionalism

2.2.3 On NCDOR Registered Reappraisal Firm List

2.2.4 NC Certified General License Appraiser on Staff

1. Adherence to RFP Instructions

2. Project Requirements

Average Score

Criteria Scores

3 points: Exceeds criteria

3.2 Comments on Quality Controls, Reporting, Audit and Edit Controls

3.3 Comments of Meeting November 30, 2026 Deadline

1. Adherence to RFP Instructions

2. Project Requirements

3. General Management

Average Score

Average Score

1.4 Overall Response

2.3.2 Resources Available to Firm to Perform Job

3. General Management

2.4 Other

3.1 Sample project schedule

2.3.1 Who Assigned to Project/Resumes/Certifications

2.2.5 Experience With Tyler iasWorld CAMA Package

2.2.6 Performed Reappraisal >3,000 Comm/Ind Parcels

2.2.7 Knowledge of Special Type Properties

2.2.8 Experience With Developing SOV

2 points: Meets criteria 1 point: Does not meet criteria

Total Scores