Proposal_Requirements.pdf

PDF 131 KB Posted

Attached to
Financial Services, Real Property Title
Solicitation number
RFP- 26 - 106
Issued by
Pinellas County, Florida

About this file

This document contains proposal requirements instructions issued by the City of St. Petersburg, Florida, for Request for Proposals RFP-26-106 seeking qualified title and escrow service companies to provide comprehensive real property title financial services. The solicitation requests services including title reports, title commitments, title insurance policies, escrow services, closing services, and related documentation for real property transactions encompassing deed conveyances, easements, foreclosures, quiet title actions, and other transfers of real property interests. The RFP requires unit pricing for five line items: Property Information Reports (80 estimated annual usage), Title Commitments (270), Updates to Title Commitments (40), Closing Fees with notary service (110), and Title Insurance Policies for Easements (100). Vendor questions are due by March 19, 2026, at 12:00 p.m., and proposals must be submitted by April 14, 2026, at 3:00 p.m. through the City's procurement portal at https://procurement.opengov.com/portal/stpete. The tentative evaluation and shortlisting meeting is scheduled for April 28, 2026, at 10:00 a.m. The initial contract term shall be three years with one optional two-year renewal period by mutual agreement.

Proposers must submit a comprehensive proposal package in a single continuous PDF including a transmittal letter, detailed qualifications and experience of the firm and staff with resumes, project approach and methodology, itemized cost analysis, and business enterprise outreach and utilization documentation. All key personnel, particularly the project manager and substitute, must have a minimum of five years of applicable experience and remain with the contract throughout the term without replacement without City approval. Vendors must provide at least five client references for similar projects completed within the past five years, including at least two Florida government clients. Evaluation criteria are weighted at 40 percent for qualifications and experience, 34 percent for project approach, 15 percent for cost analysis, and 11 percent for business enterprise outreach and utilization. No specific budget range or award values are disclosed; compensation will be determined based on unit pricing submitted and actual service utilization. Vendors must maintain comprehensive insurance coverage including Commercial General Liability ($1,000,000 per occurrence), Commercial Automobile Liability ($1,000,000 combined single limit), Errors & Omissions/Professional Liability ($1,000,000 per occurrence), and Fidelity/Crime insurance ($500,000 minimum). There are no set-aside designations; however, proposers are encouraged to demonstrate business enterprise outreach and utilization through voluntary participation with Small Business Enterprises, Women Business Enterprises, Veteran-Owned Businesses, and Minority Business Enterprises.

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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.”

1. 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.

2. Qualifications and Experience of Firm and Staff

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).

C. 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.

D. 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 five (5) 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 three (3) years.

E. 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:

1. client name and description of the project and services provided

2. staff assigned to reference engagement that will be designated for work per the RFP

3. the client's project manager name, e-mail address and telephone number.

F. Previous and current work for City of St. Petersburg. List projects, dates and contract amounts. Do not use attachments or references.

3. Project Approach

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.

4. Cost Analysis

Each Vendor shall submit a completed copy of the cost proposal that clearly identifies and itemizes all costs associated with performing the services described in this solicitation.

5. 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.

1. Attending relevant opportunities offered by the City’s Office of Supplier Development including outreach events and matchmaking sessions.

2. 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.

1. 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 five (5) years.

E. Provide a detailed Subcontractor Utilization Form

6. References

The Vendor must provide a list of at least five (5) client references for projects of similar size, scope, or complexity performed within the past five (5) years. Relevant projects shall include at least two

(2) Florida government clients, contact person for whom the firm or individual has recently provided services similar in nature to the real property title financial services identified in this

RFP.

References must include the client name; project description; contract term; and a primary contact with email address and telephone number. The City reserves the right to contact any references provided.

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