Proposal_Requirements.pdf
PDF 172 KB Posted
- Attached to
- Property Appraisals State and local contract opportunity
- Solicitation number
- RFP- 26 - 174
- Issued by
- Pinellas County, Florida
About this file
This document contains proposal requirements instructions for the City of St. Petersburg, Florida's request for proposals to provide property appraisal services for insurance coverage purposes. Offerors must submit comprehensive proposals in a single PDF document that include a transmittal letter identifying the firm's contact information and contract signatory, detailed qualifications and experience demonstrating successful delivery of appraisal services, sample reports from previous projects including building detail reports with photographs, building summary reports, master statements of values, and valuation comparison reports, and an organizational chart with resumes for all key personnel limited to two pages per individual that document academic qualifications, ASA or AM designations, USPAP compliance, and relevant project experience.
Additionally, proposals must address the firm's project approach including methodologies for annual updates, subcontractor utilization with monetary percentages, equipment specifications, technology capabilities and software applications, service innovations, and mobilization availability. A completed cost analysis sheet must be provided with fees for the project, with the understanding that newly acquired properties will be priced to the closest comparable location category. Proposers must document their status as Small Business Enterprises (SBE), Minority Business Enterprises (MBE), Women Business Enterprises (WBE), or combinations thereof, and detail their engagement efforts with City of St. Petersburg certified businesses, including outreach documentation, capacity building initiatives, bid package distribution timelines, and past performance data from the preceding three years, along with a completed subcontractor utilization form.
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Proposal Requirements
Instructions: The Response must include the following information in the order listed. Please upload responses to the following in one continuous PDF labeled as “Proposal Requirements.”
1. Transmittal Letter Offerors must submit a transmittal letter (maximum two pages) on the firm’s letterhead.
The transmittal letter must include the name, address, phone number and e-mail address for the offeror’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 offeror.
2. Qualifications and Experience of Firm and Staff
A. Describe the organization’s experience delivering the Scope of Services outlined in the RFP B. Describe how the organization has successfully delivered the Scope of Services outlined in the RFP C. Provide one (1) sample report from a previous appraisal project to include the following:
1. Building Detail Report of appraised buildings/structures, with photos
2. Building Summary Report
3. Master Statement of Values (“SOV”)/Trending Report
4. Valuation Comparison Report
D. 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.
1. Provide an organization chart showing (a) reporting relationships and responsibilities of the offeror and any other firms (b) reporting relationships and responsibilities of all key personnel (along with their firm affiliations)
2. Provide resumes for all key personnel in the RFP, including the offeror’s proposed project manager assigned to this contract. Limit resumes to two pages per individual and include:
A. Academic and professional qualifications B. Proof of Accredited Senior Appraiser (ASA) or Accredited Member (AM) designated C. Proof of Uniform Standards of Professional Appraisal Practice (USPAP®) compliance D. Experience as it relates to the project and to the individual's specified role on the project.
2. Project Approach The offeror 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 methodologies, practices and techniques your firm will utilize for annual updates (e.g., CPI, Marshal and Swift/Boeckh Cost Index)
B. If subcontractors are contemplated, a description of the portions and monetary percentage of the work to be done by them.
C. Details on the equipment that will be utilized for services for the City.
D. Information regarding your firm’s technology hardware capabilities and software applications for analysis, reporting, and conducting business.
E. Any service or equipment innovations utilized that enhance results.
F. Detail your firm’s availability to provide services to include the number of days of advance notice required for mobilization.
3. Cost Analysis Each offeror shall submit a completed copy of the cost analysis with information regarding the fees for this project. The City has provided a sampling of locations that may be selected for in-person appraisals. Other locations may be selected during the term of the agreement. Newly acquired properties that are requested to be appraised shall be priced to the closest comparable location category on the sheet.
4. Business Enterprise Outreach and Utilization Proposers must indicate if the company is a SBE, MBE, WBE, combination; and describe how the company plans to utilize the various business enterprise programs in the company’s fulfilment of the contract. At a minimum, proposers must address the following:
A. Detailed description of your organization’s efforts to identify and contact City of St.
Petersburg SBEs, MBEs, and WBEs to inform them of opportunities to work as subcontractors for this proposal.
A. Attending relevant opportunities offered by the City’s Office of Supplier Development including outreach events and matchmaking sessions.
B. Documentation of planned or prior outreach efforts B. Planned efforts such as mentoring, training, and other capacity building programs for SBE, MBE, and WBEs.
C. Detailed description of your organization’s process for ensuring small businesses have enough time and information to provide your firm with bids.
A. Description of how your firm considers SBEs, MBEs, and WBEs in the development of proposal and bid packages. ii. Explanation of how your firm ensures SBEs, MBEs, and WBEs understand the bid and specifications and are able to learn ways to improve.
D. Provide past performance in utilizing SBEs, WBEs, and WBEs on past projects within the last three (3) years.
E. Provide a detailed Subcontractor Utilization Form
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