Proposal_Requirements.pdf
PDF 180 KB Posted
- Attached to
- Financial Services, Real Property Title
- Solicitation number
- RFP- 26 - 034
- Issued by
- Pinellas County, Florida
About this file
This is a Proposal Requirements document for the City of St. Petersburg, Florida's Request for Proposal (RFP) for Financial Services in Real Property Title. The City seeks qualified title and escrow service companies to provide comprehensive real property title services, including title reports, title commitments, title insurance policies, escrow, closing, and related services for real property transactions involving deed conveyances, easements, and other transfers of real property interests. The document outlines the specific format and content requirements for vendor proposals submitted in a single continuous PDF file.
Vendor proposals must include a signed transmittal letter, project team composition and organization chart (weighted 30%), key personnel resumes with minimum ten years of applicable experience for the project manager (15%), past project experience on similar contracts from the past three years with references including at least two Florida government clients (10%), a detailed project approach and process plan (29%), and a completed cost analysis (10%). Additionally, vendors must indicate certification status as a City Certified Small Business Enterprise (SBE), Minority Owned Business Enterprise (MBE), or Women Owned Business Enterprise (WBE), each weighted at 2% of the evaluation criteria. The proposal evaluation is weighted at 100% total, with the project manager and substitute project manager required to maintain continuity throughout the contract term and remain subject to City approval for any changes. Vendors may bid any of the requested services as standalone offerings.
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Other files
| File | Type | Posted |
|---|---|---|
| Financial_Services,_Real_Property_Title.pdf | ||
| Regularly_Scheduled_Services_Agreement_(00855434)v1.docx | DOCX document |
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Proposal Requirements
Instructions: The RFP must include the following information in the order listed. Please upload responses to the following in one continuous PDF labeled as “Proposal Requirements.”
Transmittal Letter Vendors must submit a transmittal letter (maximum two pages) on the firm’s letterhead. It must be signed by a representative of the Vendor who is authorized to sign such material and to commit the Vendor to the obligations contained in the offer. The transmittal letter must include the name, address, phone number and e-mail address for the Vendor’s contact, and must specify who would be the firm’s signatory to any contract documents executed with the City. The transmittal letter may include other information deemed relevant by the Vendor.
A. Project Team (30%)
a) Describe the team that will be working to complete the Scope of Services, including position titles and roles of the individuals assigned to those roles.
b) Provide organization chart showing:
1) reporting relationships and responsibilities of the Vendor and any other firms
2) reporting relationships and responsibilities of all key personnel (along with their firm affiliations).
B. Key Personnel and Resumes (15%)
a) Provide resumes for all key personnel in the RFP. Limit resumes to two pages per individual and include:
(1) Academic and professional qualifications
(2) Professional registration (as applicable)
(3) Experience as it relates to the project and to the individual's specified role on the project.
b) Provide a detailed resume of the Vendor's project manager, at least one substitute project manager, and other key individuals on the project team. The proposed project manager and the proposed substitute shall have a minimum of ten (10) years of applicable experience and shall remain with the projects throughout the term of the City's standard agreement. The project manager shall not be replaced or substituted without the prior approval of the City.
The City may request a personal interview with the short-listed firm's proposed project managers. The key project manager or their approved substitutes shall be available for all meetings. Experience included on the resume must be limited to projects completed within the past ten (10) years.
C. Past Project Experience on Similar Contracts and References (10%)
a) Past Project Experience. The Vendor should identify project experience similar to services identified in this solicitation. Experience included must be limited to projects completed within the past three (3) years. At a minimum, the project description should include the following:
i. client name and description of the project and services provided
ii. staff assigned to reference engagement that will be designated for work per the RFP
iii. the client's project manager name, e-mail address and telephone number.
b) Previous and current work for City of St. Petersburg. List projects, dates and contract amounts.
Do not use attachments or references.
c) References. A list of five (5) clients, to include at least two (2) Florida government clients, contact persons for whom the firm or individual has recently provided services similar in nature to the services identified in this RFP. Provide the client name; nature of project; and client project manager name, e-mail address and telephone number.
D. Project Approach/Proposal (29%) The Vendor should identify the process utilized on other significant projects as well as the process envisioned for the services identified in this solicitation. The proposer should also include within the project approach the process envisioned to interface with the City through the Project Manager.
a) Describe the project plan and process for performing the scope of services. The project plan should include key activities, deadlines, and deliverables required to complete the scope of services, organized in a logical, easy-to-follow manner.
E. Cost Analysis (10%) Each Vendor shall submit a completed copy of the cost proposal with information regarding the fee for the service types proposed. You may bid any of the services requested as standalone offerings.
F. City Certified Small Business Enterprise (SBE) (2%) The Vendor must indicate if it is a city certified small business enterprise.
G. City Certified Minority Owned Business Enterprise (MBE) (2%) The Vendor must indicate if it is a city certified minority owned business enterprise.
H. City Certified Women Owned Business Enterprise (WBE) (2%) The Vendor must indicate if it is a city certified woman owned business enterprise.
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