RFQ_Pelican_Bay_Assessment_Roll_2025_QQ.docx

COLLIER COUNTY

BOARD OF COUNTY COMMISSIONERS

REQUEST FOR QUOTE (RFQ)

FOR

Pelican Bay Assessment Roll Preparation

Dawn Brewer, Operations Specialist II

PELICAN BAY SERVICES DIVISION

TELEPHONE: (239) 252-1352

Dawn.Brewer@colliercountyfl.gov (Email)

This solicitation document is prepared in a Microsoft Word format. Any alterations to this document made by the Consultant may be grounds for rejection of proposal, cancellation of any subsequent award, or any other legal remedies available to the Collier County Government.

SOLICITATION PUBLIC NOTICE

801 LAUREL OAK DRIVE, SUITE 302

NAPLES, FL 34108

All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System: https://procurement.opengov.com/

INTRODUCTION

As requested by the Pelican Bay Services Division (hereinafter, the “Division or Department”), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, “County”) has issued this Request for Quote (hereinafter, “RFQ”) with the intent of obtaining bid submittals from interested and qualified vendors in accordance with the terms, conditions and specifications stated or attached. The vendor, at a minimum, must achieve the requirements of the Specifications or Scope of Work stated.

BACKGROUND

The Pelican Bay Municipal Services Taxing and Benefit Unit (MSTBU) is required by Florida Statute to notify property owners of land located within the boundaries of the Pelican Bay MSTBU of a public hearing before the Collier County Board of County Commissioners to approve the annual non-ad valorem assessment, or estimated costs for a small portion of capital expenses, as well as operations and maintenance of certain areas within the boundaries of the MSTBU for the upcoming Fiscal Year. The purpose of this request is to have the vendor prepare, certify, and transmit the Preliminary Assessment Roll (Non-Ad Valorem Assessment Roll) to the Collier County Property Appraiser. In addition, vendor is responsible for providing an electronic file formatted for use to send by first class mail, the annual assessment notice to all property owners on the Preliminary Assessment Roll (Non-Ad Valorem Assessment Roll).

TERM OF CONTRACT

The contract term, if an award(s) is/are made is intended to be for current needs only.

Prices shall remain firm for the initial term of this contract.

Surcharges will not be accepted in conjunction with this contract, and such charges should be incorporated into the pricing structure.

All goods are FOB destination and must be suitably packed and prepared to secure the lowest transportation rates and to comply with all carrier regulations. Risk of loss of any goods sold hereunder shall transfer to the COUNTY at the time and place of delivery; provided that risk of loss prior to actual receipt of the goods by the COUNTY nonetheless remain with VENDOR.

AWARD CRITERIA

RFQ award criteria are as follows:

· For the purposes of determining the winning bidder, the County will select the vendor with the lowest price as outlined below:

· Lowest Total Quote

· Collier County reserves the right to select one, or more than one suppliers, award on a line item basis, establish a pool for quoting, or other options that represents the best value to the County; however, it is the intent to:

· Identify a Single Awardee

· The County reserves the right to issue a formal contract or standard County Purchase Order, or utilize the County Purchasing Card for the award of this solicitation.

DETAILED SCOPE OF WORK

· Allocation of annual special assessment per the Board Approved special assessment methodology. Continue to monitor and make required modifications due to changes in land uses and or densities.

· Prepare and maintain the official lien roll. A property database is created by using information obtained from Collier County Property Appraisers’ secured roll.

· Prepare, certify, and transmit the Preliminary Assessment Roll (Non-Ad Valorem Assessment Roll) to the Collier County Property Appraiser by July 2024

· Parcel data information is to be reviewed and compared to prior year’s rolls, to insure that the district’s rolls are in compliance with the law and that the vendor has obtained all the pertinent information to prepare accurate assessments.

· Prepare, certify and transmit annual trim notice with proposed annual special assessments for both capital and operating and maintenance assessments to PBSD offices for distribution to residents.

· Prepare, certify and transmit annual lien roll with annual special assessments for both capital and operating and maintenance assessments to Collier County Property Appraiser (CCPA) by September 1, 2024.

· Transmit updates if required by CCPA.

· In addition vendor is responsible for providing electronic file formatted for use to print and to send by first class mail, the annual assessment notice to all property owners on the Preliminary Assessment Roll (Non-Ad Valorem Assessment Roll)

· The vendor will prepare a summary notice page for each parcel to be submitted to printing/mailing vendor. Please see attachment example of individual parcel notice.

VENDOR CHECKLIST

***Vendor should check off each of the following items as the necessary action is completed (please see, Form 2: Vendor Check List):

The Solicitation Submittal has been signed.

The Solicitation Pricing Document (Bid Schedule/Quote Schedule/Proposal Pricing/etc.) has been completed and attached.

All applicable forms have been signed and included, along with licenses to complete the requirements of the project.

Any addenda have been signed and included.

Affidavit for Claiming Status as a Local Business, if applicable.

Division of Corporations - Florida Department of State – http://dos.myflorida.com/sunbiz/ (If work performed in the State).

E-Verify/Immigration Affidavit (Memorandum of Understanding).

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