Solicitation_Checklist_Summary.xlsx
XLSX spreadsheet 19 KB Posted
- Attached to
- Legacy Island Phase II
- Solicitation number
- ITB 26-029
- Issued by
- Lee County, Fort Lauderdale City, Florida
About this file
This is a solicitation checklist summary document outlining the procurement procedures for the City of Fort Myers for an Invitation to Bid (ITB) and Request for Proposal/Request for Qualifications (RFP/RSQ) processes. The checklist applies to the Legacy Island Phase II project, a construction initiative involving the development of recreational facilities on an island in the Caloosahatchee River upstream of the Business 41 bridge. The project scope includes construction of a fixed timber mooring dock with five slips, an overwater observation pier, two 16' x 16' gazebos, and thirteen interpretive and directional signs. A non-mandatory pre-submittal meeting is scheduled for March 2, 2026, at 10:00 a.m., with contractor questions due by March 12, 2026, at 2:00 p.m. Bid submissions are due by March 24, 2026, at 2:00 p.m. through the OpenGov electronic bidding portal. City Council approval for award is anticipated on April 6, 2026. Substantial completion is required within 180 calendar days after Notice to Proceed, with final completion within 210 calendar days.
The project is subject to multiple federal and state funding sources, including Florida Department of Transportation (FDOT) Local Agency Program requirements, Federal Emergency Management Agency (FEMA) Public Assistance, Florida Fish and Wildlife Conservation Commission (FWC) Florida Boating Improvement Program funding, HUD Community Development Block Grant-Disaster Recovery (CDBG-DR), and Hazard Mitigation Grant Program (HMGP) provisions. The FWC will provide cost reimbursement not to exceed $330,241.00, representing 83.24 percent of the estimated total project cost of $396,756.00, with the City providing a minimum cost share of $66,515.00 or 16.76 percent. The City maintains a 15 percent Minority Business Enterprise (MBE) participation goal. A bid bond equal to five percent of the total bid price is required at submission, and the successful contractor must provide Performance and Payment Bonds each equal to 100 percent of the contract price within ten calendar days of award. Liquidated damages range from $904 per day for contracts under $300,000 to $1,685 per day for contracts valued between $300,000 and $2,000,000. Contractors must maintain comprehensive insurance coverage with minimum limits of $1,000,000 and must perform at least 40 percent of total contract work with their own organization. FDOT prequalification is required for projects exceeding $250,000 or LAP Class A, B, or C work classifications.
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Text version
ITB- incl Grants checklist
| Date completed | Title: |
| Intake request received | |
| Obtain grant and read entire Agreement | |
| Create solicitation in OpenGov | |
| Meet with Proj Mgr to discuss any questions/review contract | |
| Send for internal approvals (in OpenGov) | |
| *Procurement | |
| *Dept Manager | |
| *Dept Director | |
| *Legal | |
| * Grants Manager | |
| Email solicitation grant source for approval (have Thaddeus upload to GAP if FDOT) | |
| Receive concurrance from the grant source | |
| Finalize timeline | |
| Send calendar invites to committee and Project Manager for prebid, opening, selection committee | |
| * create Teams links for pre-submittal, opening,& selection committees | |
| Send email to Bernice Vono, Michele Ingresol, and Mary Hagemann annoucing public meetings (prebid, opening, Selection committee) | |
| Email newspaper ad to (ganlegpubnotice4@gannett.com) | |
| Pay for ad by calling in your P-Card | |
| Mark GL account on receipt (see intake) and send to Kim Beaber | |
| Set up solicitation to auto release on desired date/time | |
| Create Pre-Submittal paperwork | |
| * print out sign-in sheet | |
| *create agenda (H:/Procurement Solicitation Templates/Pre-Submittal Meeting) | |
| Conduct Pre-Submittal meeting | |
| *record meeting through Teams link (during the meeting) | |
| *save recording in file file | |
| *save and post sign-in sheet, agenda, & recording to bid file and OpenGov | |
| If site Visit, record, save in bid file and post to OpenGov as a Notice | |
| Answer Questions in OpenGov/send to Proj Mgr if you cannot answer | |
| Send Q&A to funding source for approval. ( Zoe.Giannopoulos@dot.state.fl.us) | |
| Record the Solicitation Opening via Teams and post to Notices in OpenGov | |
| Save submittals & recording in bid file | |
| Mark pass/fail for each response in OpenGov | |
| Save bid tabulation (after pass/fail selection) in bid file | |
| Post tabulation & recording under Notices in OpenGov | |
| Check SAM.gov and State Suspended Vendor list for each responsive proposal | |
| Send external email to project Manager and committee with bidtab and submittal link, asking for recommendation | |
| When recommendation is received… | |
| Create contract and send to grant source for approval (have thaddeus upload to GAP) | |
| Once concurrance is received from grant source, send to Contractor for signature | |
| Create a Notice of Intent in OpenGov / save NOI to bid file. | |
| Simutaneously, create an agenda item (green sheet) | |
| Once signed, attach to agenda item and print copy for the Clerk's office. | |
| * in upper right of cover, write the Peak # and meeting date | |
| * hand deliver to the Clerk's office | |
| Once executed, Clerk's office will send link & save executed contract by "Contract_exec" in bid file | |
| Send a copy of the executed contract to the grant source | |
| See "H:/FDOT/FDOT docs to upload to GAP" and send Thaddeus those docs to upload to GAP | |
| Send a copy of the contract to the Supplier and the Project Manager | |
| Post under Contract Management in OpenGov | |
| ITB COMPLETED |
ITB Checklist
&Z&F
RFP-RSQ Grants checklist
| Date completed | Title |
| Intake request received | |
| Obtain grant and read entire Agreement | |
| Create solicitation in OpenGov | |
| Meet with Proj Mgr to discuss any questions/review contract | |
| Send for internal approvals (in OpenGov) | |
| *Procurement | |
| *Dept Manager | |
| *Dept Director | |
| *Legal | |
| * Grants Manager | |
| Email solicitation grant source for approval (have Thaddeus upload to GAP if FDOT) | |
| Receive concurrance from the grant source | |
| Finalize timeline | |
| Before publishing, setup a meeting with the Selection Committee to review responsibilities, the scope, and send them "Evaluation Committee Requirements" to sign beore publishing. found in H:/Procurement Solicitation templates/selection committee templates (copy entire file to bid file) | |
| * add title and bid number to "Evaluation Committee Requirements" and attached to meeting invite | |
| * add any notes to "Pre-Selection committee agenda" and use at this meeting | |
| Send calendar invites to committee and Project Manager for prebid, opening, selection committee | |
| * create Teams links for pre-submittal, opening, & selection committees | |
| Send email to Bernice Vono, Michele Ingresol, and Mary Hagemann annoucing public meetings (prebid, opening, Selection committee) | |
| Email newspaper ad to (ganlegpubnotice4@gannett.com), if over $200k or grant funded | |
| Pay for ad by calling in your P-Card | |
| Mark GL account on receipt (see intake) and send to Kim Beaber | |
| Set up solicitation to auto release on desired date/time | |
| Create Pre-Submittal paperwork | |
| * print out sign-in sheet | |
| *create agenda (H:/Procurement Solicitation Templates/Pre-Submittal Meeting) | |
| Conduct Pre-Submittal meeting | |
| *record meeting through Teams link (during the meeting) | |
| *save recording in file file | |
| *save and post sign-in sheet, agenda, & recording to bid file and OpenGov | |
| If site Visit, record, save in bid file and post to OpenGov as a Notice | |
| Answer Questions in OpenGov/send to Proj Mgr if you cannot answer | |
| Send Q&A to funding source for approval. ( Zoe.Giannopoulos@dot.state.fl.us) | |
| OPENING: Record the Solicitation Opening via Teams and post to Notices in OpenGov | |
| Save submittals & recording in bid file | |
| Mark pass/fail for each response in OpenGov | |
| Save bid tabulation (after pass/fail selection) in bid file | |
| Post tabulation & recording under Notices in OpenGov | |
| Check SAM.gov and State Suspended Vendor list for each responsive proposal (See SAM.gov SOP under H:/Procurement Policy/SOPs/SAM.gov check) | |
| Set up evaluation in OpenGov (see intake for list of selection committee members) | |
| Broadcast Evaluation to committee members | |
| Send sharepoint link of downloaded submittals to committee members. Reminding them the when/where the selection committee in scheduled. | |
| Send external email to project Manager and committee with bidtab and submittal link | |
| Selection committee Prep: copy documents from H:/Procurement Solicitation Documents/Selection committee templates to bid file | |
| * Modify "Agenda script" for the meeting and print for meeting | |
| * Modify "Sign-In Sheet" and print for meeting | |
| Selection Committee: record the meeting through a teams link | |
| * discuss Pros and cons | |
| * reveal scoring / make recommendation to Council (at least 3) | |
| create an agenda (greens sheet) giving approval to negotiate | |
| Procurement staff will be included, record all negotiation meetings, & save recording in bid file | |
| Create contract and send to grant source for approval (have thaddeus upload to GAP, if FDOT) | |
| Once concurrance is received from grant source, send to Contractor for signature | |
| Create a Notice of Intent in OpenGov / save NOI to bid file. | |
| Simutaneously, create an agenda item (green sheet) | |
| Once signed, attach to agenda item and print copy for the Clerk's office. | |
| * in upper right of cover, write the Peak # and meeting date | |
| * hand deliver to the Clerk's office | |
| Once executed, Clerk's office will send link & save executed contract by "Contract_exec" in bid file | |
| Send a copy of the executed contract to the grant source | |
| If FDOT, See "H:/FDOT/FDOT docs to upload to GAP" and send Thaddeus those docs to upload to GAP | |
| Send a copy of the contract to the Supplier and the Project Manager | |
| Post under Contract Management in OpenGov | |
| RFP-RSQ COMPLETED |
RFP/RSQ Checklist
&Z&F
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