Real_Estate_Consulting_Services_(Addendum_#1_Revision).pdf

Mayor Chief Procurement Officer Buddy Dyer David Billingsley, CPSM, C.P.M.

REQUEST FOR PROPOSAL (RFP)

RFP26-0032

REAL ESTATE CONSULTING SERVICES

The City of Orlando Procurement and Contracts Division has implemented an electronic bidding system to streamline solicitation responses.

CITY OF ORLANDO PROCUREMENT AND CONTRACTS SITE

https://www.orlando.gov/Our-Government/Departments-Offices/OBFS/Procurement

City of Orlando

REQUEST FOR PROPOSAL (RFP)

REAL ESTATE CONSULTING SERVICES

TABLE OF CONTENTS

1. INTRODUCTION

2. REQUEST FOR PROPOSALS INFORMATION

3. TERM OF CONTRACT

4. SCOPE OF WORK AND TECHNICAL REQUIREMENTS

5. PRE-PROPOSAL CONFERENCE

6. PROPOSAL DUE DATE AND TIME

7. PROPOSAL PREPARATION AND FORMAT

8. REQUIRED PROPOSAL SUBMITTALS

9. DELIVERY OF PROPOSALS

10. CONFORMANCE TO SOLICITATION

11. EVALUATION CRITERIA

12. PROPOSAL ADVISORY COMMITTEE AND EVALUATION PROCESS

13. GENERAL TERMS AND CONDITIONS

14. ADDITIONAL INFORMATION

15. ADDENDUM TO REQUEST FOR PROPOSALS

16. APPLICABLE LAW AND APPEALS

17. CONTRACT

18. EXECUTION OF CONTRACT

19. AFFILIATED AGENCIES

20. EMPLOYMENT ELIGIBILITY; E-VERIFY SYSTEM

21. RIGHT TO AUDIT RECORDS

22. FISCAL YEAR FUNDING APPROPRIATION

23. PUBLIC ENTITY CRIMES

24. PROMPT PAYMENT ACT

25. INVOICES

26. DISPUTE RESOLUTION

27. PROPOSER'S GUARANTEE

28. INSURANCE / PERFORMANCE BONDS

29. FLORIDA SALES TAX

30. DRUG-FREE WORKPLACE CERTIFICATION

31. AMERICANS WITH DISABILITIES ACT

32. RECIPROCAL LOCAL PREFERENCE

33. PURCHASING CONTRACTS W/ OTHER GOVERNMENT AGENCIES

34. FOREIGN CORPORATION

35. SUBCONTRACTORS

36. PURCHASING CARD PROGRAM

Real Estate Consulting Services

37. LIVING WAGE POLICY

38. PROHIBITION - CONTRACTING WITH SCRUTINIZED COMPANIES

39. SOFTWARE LICENSES

40. NON-DISCRIMINATION

41. GOVERNING LAW / VENUE

42. RECOVERED MATERIALS

43. PROHIBITION AGAINTS CONSIDERING SOCIAL, POLITICAL, OR

IDELOGICAL INTEREST IN GOVERNMENT CONTRACTING

44. VENDOR QUESTIONNAIRE

Attachments:

A - Exhibit 1 - Contract

1. INTRODUCTION

1.1. Summary

The City of Orlando (“City”) owns real property assets including, but not limited to, vertical and surface parking structures, facilities, undeveloped land, parks, ball fields, fire stations, police stations, and office buildings (Portfolio). The selected brokerage and/or appraisal firm will assist with the overall management of the Portfolio, real estate activities and initiatives of the City.

The City of Orlando (“City”) owns real property assets including, but not limited to, vertical and surface parking structures, facilities, undeveloped land, parks, ball fields, fire stations, police stations, and office buildings (Portfolio). The selected brokerage and/or appraisal firm will assist with the overall management of the Portfolio, real estate activities and initiatives of the City.

1.2. Contact Information

Direct inquiries to the following:

Angela L. Thomas, MBA, CPPB

Senior Purchasing Agent

400 S Orange Ave

4th Floor Purchasing

Orlando, FL 32801

Email: angela.thomas@orlando.gov

Phone: (407) 246-2563

Department:

Real Estate Management

1.3. Timeline

The following is the scheduled calendar of events with important dates and times. Dates are subject to change by the Chief Procurement Officer (“CPO”) of the Procurement and

Contracts Division or designee, at their sole discretion. If the Procurement and Contracts

Division determines that it is necessary to change these dates or times prior to the

Proposal due date, the change will be announced via an addendum.

Release Project Date November 10, 2025 mailto:angela.thomas@orlando.gov tel:(407)246-2563

Pre-Proposal Meeting (Non-

Mandatory)

November 17, 2025, 10:00am

JOIN THE VIRTUAL PRE-PROPOSAL

CONFERENCE.

Online:

https://teams.microsoft.com/dl/launcher/lau ncher.html?url=%2F_%23%2Fl%2Fmeetup join%2F19%3Ameeting_YjBmNjg0MWMtY mYzMi00NzQzLThkNDUtOTM3OWQ1Mjc

5NGYx%40thread.v2%2F0%3Fcontext%3

D%257b%2522Tid%2522%253a%252275

94da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2

522%253a%2522385cb248-c330-4435-a71e-

09af2b540b01%2522%257d%26anon%3D true&type=meetup-join&deeplinkId=686e3391-ae94-48c3-

871b-

6c2ac2c13fc8&directDl=true&msLaunch=tr ue&enableMobilePage=true&suppressPro mpt=true

Or, call into the virtual meeting by dialing this phone number: +1 321-247-7568

Once dialed-in and prompted, enter the

Conference ID: 274 167 920#

Question Submission Deadline December 1, 2025, 5:00pm https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5NGYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true

Proposal Submission Deadline December 11, 2025, 2:00pm

JOIN THE VIRTUAL PROPOSAL

OPENING.

Online:

https://teams.microsoft.com/dl/launcher/lau ncher.html?url=%2F_%23%2Fl%2Fmeetup join%2F19%3Ameeting_ODA0N2Y3ZDItY

WNjYS00ZTRlLWFlY2EtZDZlZTY2YTI1Nj

Zh%40thread.v2%2F0%3Fcontext%3D%2

57b%2522Tid%2522%253a%25227594da

9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2

522%253a%2522385cb248-c330-4435-a71e-

09af2b540b01%2522%257d%26anon%3D true&type=meetup-join&deeplinkId=07943272-b254-462c-

9dcd-

6b69a4d6f751&directDl=true&msLaunch=t rue&enableMobilePage=true&suppressPro mpt=true

Or, call into the virtual meeting by dialing this phone number: +1 321-247-7568

Once dialed-in and prompted, enter the

Conference ID: 103 566 529#

2. REQUEST FOR PROPOSALS INFORMATION

The Procurement and Contracts Division is the official source to obtain information relating to City of Orlando solicitations. It is incumbent on the Proposer to obtain solicitation and current award information prior to and after the scheduled opening date of a Request for Proposals. Information is updated daily as it becomes available. An award, or recommendation of award, may be made at any time after the scheduled opening date of a Request for Proposals. You may obtain award and other solicitation information in a variety of ways:

A. There are currently two Internet sites available to obtain RFP Selection

Committee rankings, Notice of Intended Action for award and other information:

https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_ODA0N2Y3ZDItYWNjYS00ZTRlLWFlY2EtZDZlZTY2YTI1NjZh%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=07943272-b254-462c-9dcd-6b69a4d6f751&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_ODA0N2Y3ZDItYWNjYS00ZTRlLWFlY2EtZDZlZTY2YTI1NjZh%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=07943272-b254-462c-9dcd-6b69a4d6f751&directDl=true&msLaunch=true&enableMobilePage=true&suppressPrompt=true 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1. The City of Orlando Procurement and Contracts Division’s Website:

http://www.orlando.gov/procurement/solicitations/ If you are interested in obtaining solicitation information, copy and paste the above link into your web browser and click on View Current Bids. Please remember that you must keep your registration information up to date in order to continue to receive notifications of bidding opportunities that meet your commodity code selections.

2. Direct link to the City's e-Procurement Portal:

https://procurement.opengov.com/portal/orlando.

B. You may visit the Procurement and Contracts Division, during normal business hours, to obtain award information, solicitation packages, addendums, and other documents. Our office is located at:

City of Orlando

Procurement and Contracts Division

400 South Orange Avenue, Fourth Floor

Orlando, Florida 32801

You may also call the Procurement and Contracts Division at (407) 246-2291, during normal business hours, to request award and other solicitation related information.

We appreciate your interest in doing business with the City Beautiful and wish you much success with your business ventures.

3. TERM OF CONTRACT

It is the intent of the City is to award a Contract for a five (5) year term to begin upon approval and execution by the City. The Contract may, by mutual assent of the parties, be extended for five (5) additional twelve (12) month periods or portions thereof, up to a cumulative total of one hundred twenty (120) months.

4. SCOPE OF WORK AND TECHNICAL REQUIREMENTS

The city's goal is to award to more than one company in either category.

4.1. Project Scope

The selected broker (Broker) and/or appraiser (Appraiser) will act as an extension of staff providing real estate services including, but not limited to project organization and advisory services, market analysis and valuation, marketing, acquisition and disposition services, due diligence services, tenant management and representation, appraisal services, and any other services as needed. Services may be provided by the Broker, Appraiser, or delegated to a third-party entity, with the approval of the City. The Broker http://www.orlando.gov/procurement/solicitations/ https://procurement.opengov.com/portal/orlando or Appraiser will manage the scope, work product, and timelines of any third-party, as the

Prime Consultant. The City intends to award to multiple firms.

4.2. Minimum Qualifications for Brokers:

Proposers shall demonstrate that the Broker meets the following minimum qualifications to be eligible for consideration for this contract:

A. The Lead Broker must be a licensed real estate broker in the State of Florida.

Other key real estate professional(s) assigned to the contract must be licensed real estate salespersons in the State of Florida working under the license of the

Lead Broker.

B. The Lead Broker assigned to the contract is responsible for the coordination and execution of the work must have a minimum of five (5) years’ experience and a proven track record of providing commercial and/or residential real estate brokerage transactional services in Orange County.

C. Each real estate professional assigned to this contract must have a minimum of five (5) years’ experience in their respective area(s) of expertise.

4.3. The Broker will provide the following services

The Lead Broker must disclose any potential conflicts of interest, including any relationship to any City Council member, officer, or staff, and any interest in any entity seeking to acquire property or otherwise engage in any real estate transaction with the City.

Task 1 - Project Organization and Advisory Services

A. Assist with the identification of key objectives, project schedule, project team(s), roles and responsibilities, and governance structure with supporting resumes.

B. Personnel changes or assignments should be submitted to the City for approval and the City reserves the right to request change in staffing. Identify and apply industry best practices to projects and initiatives.

C. Assist with identification and management of supplemental third-party assistance, if required.

D. Provide timely price requests and assignment of Task Orders.

E. Prepare information materials and attend scheduled meetings with the City’s project manager and executive management staff.

F. Report in time intervals as requested by the project manager about current/new efforts, contacts/leads, and other developments.

G. Maintain timely correspondence with the project manager.

H. Participate in special projects

Task 2 – Marketing Services

A. Create overall marketing strategy for the properties of interest. Create and publish advertising and other marketing materials approved by the City.

Coordinate with the City staff on joint marketing efforts, including internet advertisements.

B. Communicate with prospective buyers or sellers.

C. Cooperate in good faith with other brokers, including buyer’s agent/broker, to optimize marketing and value of the City properties at no costs to the City, which may require sharing of commission.

Task 3 – Acquisition and Disposition Services

A. Represent the City’s interest by assisting in negotiating real estate transactions.

B. Assist the City with drafting and evaluating Term Sheets.

C. Provide guidance for transaction pricing, terms and conditions.

D. Present proposed deal to the City for approval.

E. Gain familiarity with applicable laws and the City policies and procedures regarding the acquisition, disposition, leasing or other conveyance as required by the City and assist in the compliance with such applicable laws and procedures.

Task 4 – Tenant Management and Representation Services

The City may need assistance sourcing and managing tenants that occupy space in the

City owned property or locating space to occupy outside of the City owned property.

Broker will need to assist:

A. Providing market advice and updates.

B. Arrange and conduct tours and walk throughs.

C. Collect Rent.

D. Provide property maintenance and repair services.

E. Advise of current market rental rates and lease parameters.

F. Provide advice on lease contract negotiations.

G. Advise on any potential due diligence items.

H. Provide property management representation.

I. Provide turn-key service for unit make-ready.

J. Evaluate and recommend non-City properties based on identified needs, budget and timelines.

4.4. Minimum Qualifications for Appraisers

Proposers shall demonstrate that the Appraiser meets the following minimum qualifications to be eligible for consideration for this contract:

A. The Lead Appraiser must be a certified real estate appraiser in the State of

Florida.

B. The Lead Appraiser assigned to the contract is responsible for the coordination and execution of the work must have a minimum of five (5) years’ experience and a proven track record of providing appraisal services in Orange County. An MAI designation is preferred.

C. The Lead Appraiser will be required to sign the Appraisal and Certification for each report.

4.5. The Appraiser will provide the following services:

Task 1 - Project Organization and Advisory Services

A. Assist with the identification of key objectives, project schedule, project team(s), roles and responsibilities, and governance structure with supporting resumes.

B. Personnel changes or assignments should be submitted to the City for approval and the City reserves the right to request change in staffing. Identify and apply industry best practices to projects and initiatives.

C. Assist with identification and management of supplemental third-party assistance, if required.

D. Provide timely price requests and assignment of Task Orders.

E. Prepare information materials and attend scheduled meetings with the City’s project manager and executive management staff.

F. Report in time intervals as requested by the project manager about current/new efforts, contacts/leads, and other developments.

G. Maintain timely correspondence with the project manager.

H. Participate in special projects

Task 2 Market Analysis and Valuation Services

A. Evaluate Highest and Best Use of properties of interest.

B. Prepare real estate market surveys and economic analysis.

C. Prepare estimates of property value with recent comparable closed sales and listings, in compliance with the Uniform Standards of Professional Appraisal

Practice.

A. Provide full written appraisal reports.

B. Provide narrative appraisal report.

C. Provide abbreviated narrative report.

D. Provide condemnation consulting/appraisal services.

E. Provide letter updates to appraisal.

D. Develop marketing timelines.

E. Develop financial return projections.

F. Provide research

4.6. Compensation

A. Compensation for brokerage services outlined within the Scope of Work will be through real estate commissions paid by third party associations (building owners or agents) or the City, contingent upon the close of escrow resulting from a real estate transaction subject to the terms of the listing agreement, and as determined by the value and complexity of the transaction. Additional services may be requested and paid at an hourly rate according to the Price Proposal

Form.

B. Compensation for property management services outlined within the Scope of

Work will be through real estate commissions paid by third party associations

(building owners or agents) or the City or at an hourly rate as outlined in the Price

Proposal Form.

C. Non-standard broker services will be paid at cost of the services as provided and approved by the City.

D. Compensation for appraisal services will be based on a fee quote and time frame in accordance with the Price Proposal Form.

E. Consultants should provide up to three hard copies and an emailed appraisal report unless otherwise requested. In most instances, the City requests one hard copy and a PDF.

5. PRE-PROPOSAL CONFERENCE

5.1. Date

A Non-Mandatory Pre-Proposal Conference will be held at:

JOIN THE VIRTUAL PRE-PROPOSAL CONFERENCE. Online:

https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBmNjg0MWMtYmYzMi00NzQzLThkNDUtOTM3OWQ1Mjc5N

GYx%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da

9b-294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=686e3391-ae94-48c3-871b-

6c2ac2c13fc8&directDl=true&msLaunch=true&enableMobilePage=true&suppressProm pt=true Or, call into the virtual meeting by dialing this phone number: +1 321-247-7568

Once dialed-in and prompted, enter the Conference ID: 274 167 920# on Monday, November 17, 2025 at 10:00 am.

5.2. Purpose

The Pre-Proposal conference is intended to provide prospective Proposer(s) the opportunity to ask questions or receive clarification from City representatives of any requirements of this Request for Proposals. Representatives from the Procurement and

Contracts Division and a technical representative from the using department will be present to discuss the project and answer questions.

5.3. Oral Interpretations and Addenda

All interpretations and clarifications related to the Request for Proposals, or supplemental instructions will be in the form of a written addendum from the Procurement and Contracts

Division. No oral interpretations or clarifications from City staff or by other means will be considered binding unless issued in writing.

5.4. Clarification of Requirements

To facilitate the clarification of requirements, it is strongly recommended that Proposer(s) submit all questions in writing, at least three (3) days prior to the pre-proposal conference.

Please complete the attached "Pre-Proposal Conference Attendance Notification Form,"

Attachment “I,” if applicable, and return via fax or email to:

Angela L. Thomas, MBA, CPPB,Senior Purchasing Agent

City of Orlando

Procurement and Contracts Division

400 South Orange Avenue, Fourth Floor

Orlando, Florida 32801

Telephone: (407) 246-2563

Fax: (407) 246-2869

Email: angela.thomas@orlando.gov

Website: http://www.orlando.gov/procurement/

6. PROPOSAL DUE DATE AND TIME

Proposal Submission Deadline: October 23, 2025, 2:00pm

JOIN THE VIRTUAL PROPOSAL OPENING.

Online: https://teams.microsoft.com/dl/launcher/launcher.html?url=%2F_%23%2Fl%2F meetup-join%2F19%3Ameeting_ODA0N2Y3ZDItYWNjYS00ZTRlLWFlY2EtZDZlZTY2YTI1NjZh

%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%25227594da9b-

294b-4acf-913b-d159ae921564%2522%252c%2522Oid%2522%253a%2522385cb248-c330-4435-a71e-09af2b540b01%2522%257d%26anon%3Dtrue&type=meetup-join&deeplinkId=400a6866-1cdc-4ba1-b3fe-

5bc204f87cbe&directDl=true&msLaunch=true&enableMobilePage=true&suppressProm pt=true

Or, call into the virtual meeting by dialing this phone number: +1 321-247-7568

Once dialed-in and prompted, enter the Conference ID: 103 566 529#

6.1. Public Opening

Proposals will be publicly opened and announced by the Procurement and Contracts

Division on the due date and time as specified herein. The Proposer’s name and verification of bond submittal, if applicable, will be publicly announced aloud at the

Proposal opening.

Instructions to join the solicitation opening virtual meeting:

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A. Select a method to join

1. Join a Microsoft Teams Meeting from your calendar, via dial-in number and conference ID, or sign in as a guest on the web. For information on joining a

Microsoft Teams Meeting from the app or on the web, visit:

https://support.office.com/en-us/article/join-a-teams-meeting-078e9868-f1aa-

4414-8bb9-ee88e9236ee4

B. Choose your device and download Teams

1. Go to https://www.microsoft.com/en-us/microsoft-365/microsoft-teams/download-app and download Microsoft Teams. You can use a smart phone, tablet, laptop, or desktop computer to download at no cost. Make sure to allow some extra time for the install before joining your first meeting. If you do not have one of the devices just mentioned, you can also call in to the meeting. If you cannot download the desktop or mobile application, follow the instructions to join a Microsoft Teams Meeting on the web.

C. Join the virtual meeting

1. See Introduction Section for the Location and/or link to the virtual Proposal

Opening.

a. Note: Sessions may be recorded. Please turn your camera off and mute your microphone before joining the meeting.

D. Provide live public comment

1. An opportunity to speak will be provided to all in attendance during the meeting. You will be called by the name, email or phone number listed. When called, unmute your device and state your name and address for the record.

6.2. Public Record

Proposals received in response to this Request for Proposals are exempt from disclosure under the provisions of the Public Records Law until such time as an award decision has been made known or until thirty (30) days after the Proposal opening, whichever is earlier.

7. PROPOSAL PREPARATION AND FORMAT

7.1. Preparation

Prepare your Proposal in a clear and concise manner. Ensure that the content of your

Proposal submittal is complete. Special attention should be given to the specific information, instructions and requirements of the Request for Proposals document to ensure responsiveness. Proposals that are incomplete or lack key information may be https://support.office.com/en-us/article/join-a-teams-meeting-078e9868-f1aa-4414-8bb9-ee88e9236ee4 https://support.office.com/en-us/article/join-a-teams-meeting-078e9868-f1aa-4414-8bb9-ee88e9236ee4 https://www.microsoft.com/en-us/microsoft-365/microsoft-teams/download-app https://www.microsoft.com/en-us/microsoft-365/microsoft-teams/download-app rejected. To help facilitate the review process, properly label each section or tab to correspond with your submittal information.

7.2. Incurred Expenses

The City is not responsible for any expenses which Proposers may incur in preparing and submitting Proposals including presentations and any other expenses called for in this

Request for Proposals.

7.3. Proprietary Information

A. In accordance with Chapter 119 of the Florida Statutes (Public Records Law), and except as may be provided by other applicable State and Federal Law, all

Proposers should be aware the Request for Proposals and the responses thereto are in the public domain. Proposers are requested to identify specifically any information contained in their Proposals which they consider confidential and/or proprietary and which they believe to be exempt from disclosure to the public under applicable law, citing specifically the applicable exempting law; provided, however, that nothing herein shall be deemed to preclude the full disclosure without redaction of any and all information submitted by Proposers to

Committee members, advisors to the Committee, and City staff and officials administering this solicitation and evaluating the proposals. A generic notation that information is “confidential” is not sufficient. Failure to provide the

Procurement and Contracts Division Office with a detailed explanation and justification including statutory cites and specific reference to your Proposal detailing what provisions, if any, you believe are exempt from disclosure, may result in your entire Proposal being subject to disclosure in accordance with

Chapter 119 of the Florida Statutes.

B. Each Proposer shall complete the “Confidential and/or Proprietary Information

Exemption Form”, included with this Request for Proposals as Attachment “C”, and submit the form with their Proposal.

C. In addition to the Proposal submitted pursuant to Section 9.13, a Proposer asserting any exemptions from public disclosure regarding any portions of its

Proposal shall also provide a redacted copy of its Proposal in electronic format suitable for public disclosure, redacting only such portions of its proposal identified on Attachment “C” as exempt from disclosure under an applicable law.

D. By submitting a proposal, a Proposer acknowledges and agrees that should it designate any materials submitted to the City as confidential or exempt from public disclosure, the Proposer will upon the request of City (at the City’s discretion) defend the City (and its employees, Committee members and advisors, agents, and elected and appointed officials) against all claims and actions (whether or not a lawsuit is commenced) related to the Proposer's designation of material as confidential or exempt from public disclosure. A

Proposer shall indemnify and hold harmless the City (and its employees, Committee members and advisors, agents and elected and appointed officials) from any and all claims, actions, suits, judgements, fines, costs, fees (including attorneys' fees), related to the Proposer’s designation of material as confidential or exempt from public disclosure.

E. Nothing herein shall be deemed to preclude the City from exercising its own judgment regarding the disclosure of records and the City may take any action that the City in good faith believes is necessary for City to comply with federal and/or Florida public records laws, including but not limited to filing a declaratory action.

F. All Proposals received from Proposers in response to this Request for Proposals will become the property of the City of Orlando and will not be returned to the

Proposers.

8. REQUIRED PROPOSAL SUBMITTALS

Outline Format for Response

In order to ensure a uniform review process and to obtain the maximum degree of comparability, it is requested that Proposals be organized in the manner as specified.

8.1. Title Page

Provide the name of Proposer's firm, address, e-mail address, telephone number, name of contact person, date, and the subject: RFP26-0032, Real Estate Consulting Services

8.2. Table of Contents

Include a clear identification of the material by section and by page number.

8.3. Letter of Transmittal

A. Limit to two (2) pages.

B. Briefly state the Proposer's understanding of the services to be provided and make a positive commitment to perform the work.

C. Give the names of the persons who will be authorized to make representations for the Proposer, their titles, addresses and telephone numbers.

8.4. Respondent's Certification

By submitting a Proposal, the Proposer certifies that the Proposer has fully read and understands the Proposal method and has full knowledge of the scope, nature, and quality of work to be performed.

Each Proposer shall complete the “Respondent's Certification Form,” included with this

Request for Proposals as Attachment “A,” and submit the form with their Proposal. The failure of a Proposer to submit this document will be cause for rejection of the Proposal.

8.5. Conflict of Interest Disclosure

Proposer shall provide the required “Conflict of Interest Disclosure Form” as attached to this RFP as Attachment “B.”

8.6. General Business Information

Proposals shall provide:

A. Legal Name of Proposer, the address of Proposer’s principal place of business, phone number, fax number, name of principal in charge and email address.

B. Name(s) of person(s) to be contacted for information or services if different from name of principal in charge.

C. Business Form - State if Proposer’s business is local, national, or international and indicate the business’s legal status (corporation, partnership, etc.) Provide the date the Proposer was organized or incorporated and state of incorporation.

If the Proposer is a joint venture, please list the partners and the date such joint venture was formed.

D. Indicate whether the Proposer’s business is a parent or subsidiary in a group of firms/agencies.

E. Provide the location of the office from which the work is to be performed and the number of professional staff employed at the office.

F. State if the Proposer’s business is licensed, permitted and/or certified to do business in the State of Florida and attach copies of all such licenses issued to the business entity.

8.7. Confidential and/or Proprietary Information Exemption Form

Proposer shall provide the required Confidential and/or Proprietary Information

Exemption form as attached to this RFP as Attachment “C.” If Proposer asserts confidentiality to any portion of its proposal, Proposer is reminded to submit a redacted copy of its proposal pursuit to section titled "Proposal Preparation and Format;

Proprietary Information."

8.8. Proposer’s Experience

Proposer shall include an organizational chart listing all key staff, including sub-contractors, if applicable, identifying the individual staff member locations and specify how each staff member will benefit the team. Include resumes that list education, training, and experience of each key person to be significantly involved in this contract

Proposer shall demonstrate its knowledge, experience, and qualifications in Government

Properties, Commercial Properties, and Residential Properties and how this knowledge, experience and qualifications will benefit the City. Examples of approximately three (3) contracts (Brokers) or three (3) appraisals (Appraisers) shall be submitted with your

Proposal.

Proposer shall also demonstrate its ability to assemble the right team, of subcontractors/third parties, if all work will not be performed in-house.

• Lost Business

Provide a list of all contracts in which your firm was terminated for cause by a governmental agency.

8.9. Approach Providing the Requested Service

Provide a detailed approach for the proposed project, based on task-based project structure.