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Agenda 06/23/2020 Item #16A20 (Contract #17-7200SS Stewart Title Company)
06/23/2020 EXECUTIVE SUMMARY Recommendation to award a supplemental contract to Stewart Title Company under Request for Proposal (“RFP”) # 17-7200SS, “Real Estate Title & Closing Services.” OBJECTIVE: To obtain title and closing services on the prospective right-of-way and other real property acquisitions made by the County. CONSIDERATIONS: The Right-of-Way Acquisition Section of the Transportation Division and the Real Property Management Section of the Facilities Management Department use title companies to provide real estate title and closing services on prospective right-of-way and other real property acquisitions. These services include the preparation of title commitments and ownership and encumbrance reports (search and examination of title), title research, the preparation and recording of real estate instruments required to clear title and close real estate transactions, and the issuance of title policies. On January 6, 2020, the Procurement Services Division released RFP # 17-7200SS to 8,410 vendors for Real Estate Title and Closing Services. Interested vendors downloaded thirty-eight (38) solicitation packages, and the County received two (2) proposals from American Government Services Corporation and Stewart Title Company by the February 6, 2020 deadline. Since American Government Services Corporation (“AGSC”) is already on the current agreement for these services, and this RFP sought a supplemental vendor, staff notified AGSC its proposal would not be reviewed. A selection committee convened on February 24, 2020, reviewed Stewart Title Company’s proposal and recommended that the RFP be awarded to Stewart Title Company. Subject to the Board’ award of the attached proposed supplemental agreement to Stewart Title Company, the County will have three vendors: American Government Services Corporation, eTitle Agency, Inc., and Stewart Title Company. Work assignments will be awarded on a rotational basis. If unique, novel, past experience or specialized services suggest it might be more appropriate to select one of these vendors over the other, outside of the regular rotational method, the County’s Contract Administrative Agent will submit a letter justifying the need for a direct selection with the purchase order for the Procurement Director’s review, as set forth in the Agreement. FISCAL IMPACT: The annual agreements are “standing” agreements governing the price and delivery of real estate title and closing services. When these services are required by Collier County, they are paid for from each individual department’s budget as capital improvement projects are identified. GROWTH MANAGEMENT IMPACT: While this item has no direct impact on the Growth Management Plan, it is consistent with the goals of the County to streamline and expedite the procurement of services. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board approval. -SRT RECOMMENDATION: To award RFP # 17-7200SS, “Real Estate Title & Closing Services” to Stewart Title Company, and authorize the Chairman to sign the attached agreement. Prepared by: Robert Bosch, Manager, ROW Acquisition, Transportation Engineering Division 16.A.20 Packet Pg. 1254 06/23/2020 ATTACHMENT(S) 1. Solicitation (PDF) 2. NORA (PDF) 3. Agreement (PDF) 4. Certificate - Liability Insurance (PDF) 5. Final Ranking (PDF) 6. [Linked] Proposal (PDF) 16.A.20 Packet Pg. 1255 06/23/2020 COLLIER COUNTY Board of County Commissioners Item Number: 16.A.20 Doc ID: 12379 Item Summary: Recommendation to award a supplemental contract to Stewart Title Company under Request for Proposal (“RFP”) # 17-7200SS, “Real Estate Title & Closing Services.” Meeting Date: 06/23/2020 Prepared by: Title: Manager, ROW Acquisition – Transportation Engineering Name: Robert Bosch 05/14/2020 10:28 AM Submitted by: Title: Division Director - Transportation Eng – Transportation Engineering Name: Jay Ahmad 05/14/2020 10:28 AM Approved By: Review: Growth Management Department Lisa Taylor Additional Reviewer Completed 05/14/2020 12:40 PM Transportation Engineering Jay Ahmad Additional Reviewer Completed 05/14/2020 2:04 PM Growth Management Department Judy Puig Level 1 Reviewer Completed 05/14/2020 2:06 PM Procurement Services Opal Vann Level 1 Purchasing Gatekeeper Completed 05/14/2020 3:23 PM Procurement Services Viviana Giarimoustas Additional Reviewer Completed 05/14/2020 3:32 PM Procurement Services Sue Zimmerman Additional Reviewer Completed 05/14/2020 5:24 PM Procurement Services Sandra Herrera Add Completed 05/15/2020 8:12 AM Procurement Services Evelyn Colon Additional Reviewer Completed 05/15/2020 8:52 AM Growth Management Department Gene Shue Additional Reviewer Completed 05/17/2020 3:41 PM Growth Management Operations Support Christopher Johnson Additional Reviewer Completed 05/18/2020 12:35 PM Growth Management Department Robert Bosch Deputy Department Head Review Skipped 05/13/2020 3:43 PM Growth Management Department Thaddeus Cohen Department Head Review Completed 05/19/2020 10:19 AM County Attorney's Office Scott Teach Level 2 Attorney Review Completed 05/19/2020 1:07 PM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 05/19/2020 1:18 PM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 05/19/2020 4:17 PM Office of Management and Budget Laura Zautcke Additional Reviewer Completed 05/20/2020 4:42 PM County Manager's Office Sean Callahan Level 4 County Manager Review Completed 06/15/2020 4:53 PM 16.A.20 Packet Pg. 1256 06/23/2020 Board of County Commissioners MaryJo Brock Meeting Pending 06/23/2020 9:00 AM 16.A.20 Packet Pg. 1257 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS REQUEST FOR PROPOSAL (RFP) FOR REAL ESTATE TITLE & CLOSING SERVICES SOLICITATION NO.: 17-7200SS VIVIANA GIARIMOUSTAS, PROCUREMENT STRATEGIST PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FLORIDA 34112 TELEPHONE: (239) 252-8375 Viviana.Giarimoustas@colliercountyfl.gov (Email) This solicitation document is prepared in a Microsoft Word format (Rev 8/7/2017). Any alterations to this document made by the Vendor may be grounds for rejection of proposal, cancellation of any subsequent award, or any other legal remedies available to the Collier County Government. 16.A.20.a Packet Pg. 1258 Attachment: Solicitation (12379 : 17-7200SS Real Estate Title & Closing Services) SOLICITATION PUBLIC NOTICE REQUEST FOR PROPOSAL (RFP) NUMBER: 17-7200SS PROJECT TITLE: Real Estate Title & Closing Services DUE DATE: Thursday, February 6, 2020 10:00 AM EST PLACE OF RFP OPENING: PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FL 34112 All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System: https://www.bidsync.com/bidsync-cas/ INTRODUCTION As requested by the Growth Management and Public Facilities Departments (hereinafter, the “Division or Department”), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, “County”) has issued this Request for Proposal (hereinafter, “RFP”) with the intent of obtaining proposals 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. The results of this solicitation may be used by other County departments once awarded according to the Board of County Commissioners Procurement Ordinance. Collier County has sought the expertise of independent title companies to confirm all persons and entities vested in title to those properties from which it must acquire an interest (sometimes fee, sometimes easement, sometimes both fee and easement); to identify defects and encumbrances (fees, debts, obligations and restrictions) to the title of said properties; and protect against title fraud that could pose potential obstacles to the County’s intended use of the acquired property interest. The County has occasionally deemed it in the best interest of the taxpayer to purchase title insurance (usually on its large money purchases) to insure the acquired property against attacks on its title (so it is free and clear from hidden defects and protected against another parties’ debts and liens.) In such instances, the title company steps in and pays for the defense against liens and claims to the acquired property interest if a problem does surface. In rare instances, the County has requested the title company also conduct the real estate closing. Historically, County departments have spent an average of approximately $497,000 dollars from October 2015 until August 2017 on these services; however, this may not be indicative of future buying patterns. BACKGROUND Collier County historically employs title companies for their expertise to protect the County against title fraud and to ensure that the County is negotiating with the persons and/or companies with the lawful authority to sell or convey the required fee and/or easement parcels needed for its projects; to ensure that all title issues are addressed before closing. The County conducts almost all real estate closings in-house in exceptional circumstances the Company may be required to conduct a closing. TERM OF CONTRACT There are currently three firms under contract for these services, the awarded vendor(s) will be added last to the rotation for these services. The contract term shall follow in accordance with the original agreement established in 2018 and has a remaining one (1) year with two (2) one (1) year renewals, due to end April 22, 2023. 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. DETAILED SCOPE OF WORK A. Introductory Information These specifications are intended to provide the information by which prospective bidders may understand the requirements of Collier County relative to Preparation and Delivery of Title Commitments, issuance of Title Policies, and Real Estate Closing 16.A.20.a Packet Pg. 1259 Attachment: Solicitation (12379 : 17-7200SS Real Estate Title & Closing Services) Services. Unlike the manner in which title commitments are normally ordered, Collier County (County) usually does not find the property it needs already listed for sale by its current owner. For each major land rights acquisition project (utility mains, roadway expansions, etc.), the County must contact the record title holders of the property and inform them as to how much of their property is sought for the construction of the contemplated improvements. Step One in the County’s acquisition process is the preparation of legal descriptions of parcels of land or easements that the engineers and surveyors have determined are necessary in order to construct the proposed improvements. Once these legal descriptions are received by the acquisition department, copies are supplied to the real estate appraiser(s) and title company(s) selected for the project. For this reason, the dollar value of the property is not yet known at the time the commitment order is placed. Proposed policy values, therefore, are usually “TBD” (To Be Determined). In addition, the County occasionally purchases entire subdivided lots in platted subdivisions. The greatest volume of work will be in support of roadway and utility expansion projects, where strips of land must be acquired to expand the right-of-way corridor and provide upgraded utility infrastructure. Also, because the County rarely finds just these “strip takings” already listed for sale, our purchase negotiations take far longer than the average real estate transaction. It can often be ten (10) or twelve (12) months, or longer, between the time that the County first places an order for a title commitment, and the time that the County closes on the purchase of the property and orders a title policy. Because the County must order its title commitments in advance of reaching an agreement in order to ensure the County is, in fact, negotiating with the persons and/or companies with the lawful authority to sell, the County does not know at that time whether or not the County will be able to close the transaction. When the asking price of the property simply cannot be justified in the public interest, the County may change the design and consider locating its improvements elsewhere or the County may condemn the property. Condemnation also becomes inevitable if the project schedule does not allow enough time to resolve a complex title problem, such as the need for an estate to go through probate before the land can be disposed of through a typical real estate closing. If the property is condemned, a title policy will not be ordered. Even when the County is able to close the transaction, the County is under no obligation to order a policy and, more often than not, will not order a policy. While the County occasionally requires a title commitment on a single property, more than likely, the County will be involved in a major public works project which affects many properties at the same time. For this reason, title commitments are often ordered in numbers (sometimes as many as twenty (20) to forty (40) at once). This is why the specifications for Preparation and Delivery of Title Commitments address the staggered delivery of title commitments where large numbers are ordered at once. (See paragraph 12 below.) B. Real Estate Closing Services Collier County desires to receive fixed-rate bids on the actual preparation of the legal instruments necessary to comply with the Schedule B-1 “Requirements” portion of the title commitment, and for those services required to obtain the proper execution of all necessary instruments including, but not limited to, conveyance instruments, releases, subordinations, affidavits, requests for estoppel, special assessments, tax prorations, and the preparation of closing statements required to close the real estate transaction and issue the title policy. The actual offer letters and official notices will be sent to the property owners by County staff; all negotiations will be conducted by County staff; and all purchase agreements or easement agreements will be drafted by County staff. Upon the bilateral execution of a purchase agreement or easement agreement by the owner and County, the file may be turned over to the title company to close the transaction. Unless special circumstances exist, County conducts its own closings. C. Title Commitment Preparation 1. Unless a prior title insurance policy is obtained, title Commitments must be based on no less than a 30-year search and are to be prepared as follows: a. Schedule “A” must identify the specific interest in real property to be acquired by the County, the current record title holder of the fee simple interest in said real property, and the exact manner in which said title is currently held; b. Schedule “B-1” must list only those requirements necessary to guarantee insurability in the event a title policy is to be purchased. 2. In addition to the title commitments issued pending a fee simple acquisition, Company shall provide title commitments for easement acquisition, and shall NOT, in such cases, require the execution of a warranty deed, but shall instead itemize as a requirement the recording of an easement for the purpose(s) specified in the County’s NOTICE TO PROCEED. 3. The County may request Company to issue a title commitment for the entire parent tract, or for only a portion of the parent tract. County will provide Company with a legal description of the subject parcel simultaneously with the Notice to Proceed. 16.A.20.a Packet Pg. 1260 Attachment: Solicitation (12379 : 17-7200SS Real Estate Title & Closing Services) 4. All title commitments issued by Company to County must include the results of its search of the names of all “relevant parties to the transaction” (defined in this case as sellers, buyers and any non-traditional lenders) against the “Specially Designated Nationals and Blocked Persons” (SDN) list published by the Office of Foreign Assets Control (OFAC). 5. All title commitments must contain the Project Number and Project Parcel Number provided to Company by County. 6. At the request of County, Company shall issue an endorsement or update of a title commitment; and upon County’s compliance with the requirements as set forth in Schedule “B-1” and payment of the risk premium at the contract rate, Company shall issue County a title policy for levels of coverage equivalent to the values of the interest in real property sought by County. 7. Reissue credit will be given toward the cost of County’s title policy whenever possible. Therefore, Company shall make every reasonable effort to ascertain whether a previous policy exists and secure a copy of any prior policies for which reissue credit can be given. 8. “Owner’s Amount” (property value) shall state, “TO BE DETERMINED” upon the initial issuance of the title commitment. Unlike typical real estate purchasers, the County often seeks title information long before the valuation of the interest to be acquired is complete. 9. In addition to the terms and conditions governing invoicing contained the Annual Agreement for Title Commitments, all invoices, bills and/or statements must specify the exact service performed, i.e., issuance of title commitment, issuance of title policy, etc. All invoices submitted for payment must be originals (unless submitted via email) on Company letterhead; must list Company as “payee”; and must reference the PO number, Project Number and Project Parcel number provided to Company by County. Invoices from entities other than the Company under annual contract with the County will not be paid. 10. County shall pay no penalty, fee or other charge for failure to order a title policy or utilize the closing services of Company. In such instances, payments made by the County for title commitments and updated search reports shall be payment in full for title services rendered by Company related to the subject real estate. Note that County’s current practice is to conduct closings in-house and to order policies on a case-by-case basis. 11. Title commitments and updated search reports shall include as attachments legible copies of all state and federal tax liens, ad valorem tax deficiencies, mechanic’s and materialmen’s liens, mortgages and financing statements, judgments, lis pendens, contracts for deed, recorded leases, easements and any and all covenants and restrictions of record affecting the real property sought by the County. Copies of County Resolutions and Ordinances need not be provided. Where the portion of property sought by the County is part of the common elements or property of any condominium, homeowner’s association, property owner’s association or civic association, Company shall include with the title commitment a copy of all recorded instruments pertinent to said association, including but not limited to, declarations or protective covenants and restrictions, articles of incorporation, and corporate by-laws. Recognizing that these documents can be quite voluminous, Company shall contact County if there is doubt as to whether said copies or copies of any other voluminous documents are necessary. Copies of all instruments listed in the title commitment must be furnished to County. Title commitments and copies of instruments may be furnished electronically in one PDF document unless the size of the PDF document requires that it be separated into two or more PDF documents for emailing purposes. No other electronic formats will be acceptable. 12. Delivery of the title commitments shall be in accordance with the schedule below, where “delivery schedule” constitutes the total number of business days lapsing between issuance of Notice to Proceed by County and delivery by company of completed title commitments. Number of Title Commitments or Ownership Delivery Schedule ** & Encumbrance Reports Ordered 1 to 3 __ Business Days 4 to 6 __ Business Days 7 to 12 __ Business Days 13 to 25 __ Business Days 26 to 35 __ Business Days Over 35 To be negotiated Update __ Business Days Miscellaneous Real Estate and Title Research Services To be negotiated **This delivery schedule shall govern unless an alternate schedule is submitted with Bid. 16.A.20.a Packet Pg. 1261 Attachment: Solicitation (12379 : 17-7200SS Real Estate Title & Closing Services) 13. Company shall NOT require a certified survey as a pre-condition to issuance of a title policy. 14. Certificates of Good Standing from the office of the Secretary of State shall NOT be listed as a B-I requirement. County shall provide a copy of the Corporate Detail Record showing current corporate status, along with the Directors/Officers of the corporation from the Florida Department of State, Division of Corporations web site. 15. The recording of corporate resolutions in the public records shall NOT be listed as a B-I requirement unless special circumstances exist requiring such recording. 16. Schedule B-1, Requirements, may call for an Amended Notice of Commencement OR a Partial Termination, but shall not require total termination of the Notice of Commencement unless all intended improvements have been completed. 17. Company shall provide the Property Appraiser’s folio number for the parent tract from which County seeks an interest in real property. Where County furnishes a folio number or ownership information, this is always subject to verification by Company. Ad Valorem taxes, both current and delinquent, if any, shall be itemized in the title commitment. 18. Initial orders for title commitments shall be in writing either on County letterhead, fax transmittal form or email, and must include the name of the County employee placing the order. Updates and endorsements may be ordered by phone. 19. Company will immediately notify County of any determinations made by its underwriter that newly enacted Florida Statutes, Florida Department of Financial Services (“DFS”) guidelines or federally mandated restrictions affect Company’s ability to comply with the terms of this contract proposal. D. Real Estate Closing Services Company will be provided electronic copies in Microsoft WORD format of the County’s format instruments which have been approved by the Office of the County Attorney. Upon reaching an agreement with the Property Owner, and obtaining the execution of same by the Chairman of the Board of County Commissioners, the parcel file may in exceptional circumstances be turned over to the Title Company for the preparation of legal instruments and the assemblage of all releases, subordinations, estoppels, prorations and other required documents. (In almost all instances, County conducts closings in-house.) The Right-of-Way Acquisitions or Real Property Management office will forward an email to Company with an attached “Request for Closing Services” and fully executed copy of the Agreement, together with any “specific” instructions that may be required. Company will work with the property owners to set a timely closing date. Company must email the closing statement to the Acquisition Specialist for review and approval. Within four (4) weeks following County’s approval of the Closing Statement, County will provide Company all funds required to Close. When conducting real estate closing services for the County, Company shall ascertain the status of any existing title policies and attempt to secure a copy of said policy for purposes of reissue credit against the cost of any owner’s title policy to be issued to County. (The percentage of available reissue credit given for “partial acquisitions” will directly correspond with percentages of the insured property being conveyed to County). Company shall record the appropriate documents in the public records and notify the Acquisition Specialist that the closing has occurred. Copies of all executed closing documents, including any B-I requirements, will be provided to County. In most cases, County will not require a title policy. In those instances where a policy is required, in order to comply with both the purchasing policy of County and requirements of most title underwriters, Company will email to County a copy of the original title policy simultaneously with submission of the invoice for services. Company will then deliver the original executed title policy immediately upon receipt of payment from County. (As an alternative, Company can deliver the original title policy simultaneously with submission of the original invoice for services.) E. Ownership and Encumbrance Report The following is a description of the service/product the County is seeking: (1) A report entitled “Ownership and Encumbrance Report” in the form of a cover letter identifying: (1) the record title holder to the subject property, as well as (2) all claims, liens, and other interests in real property attaching to and encumbering the subject property (mortgages, easements, judgments, mechanic liens, tax certificates, etc.). IMPORTANT: There shall be NO limitation on the reporting of encumbrances. Reporting encumbrances created back only as far as the date of the last institutional mortgage encumbering the property does NOT serve the interests of Collier County. Collier County has a need to examine ALL easements and reservations which might limit the right of the County to use the property, or 16.A.20.a Packet Pg. 1262 Attachment: Solicitation (12379 : 17-7200SS Real Estate Title & Closing Services) which might place the County in an inferior position relative to possible facilities conflicts, regardless of when the encumbrance was first created. The typical purchaser of real estate will take title subject to existing easements. Not so with Collier County. (2) A legible copy of each instrument referenced in the report (including the “vesting” document) MUST be attached to each report. Copies of County Resolutions and Ordinances (which would normally be listed as exceptions to the issuance of a title policy) need not be provided. However, copies of Declarations of Covenants and Restrictions, and the By-Laws and the Articles of Incorporation for Condominium and Homeowner Associations, MUST be attached to each Ownership and Encumbrance report on condominium and HOA common element properties. Recognizing that these documents can be quite voluminous, Company shall contact County if there is doubt as to whether said copies or copies of any other voluminous documents are necessary. The Property Appraiser’s Folio Number and Collier County’s project and project parcel numbers MUST also be provided for each parcel. Ownership and Encumbrance Reports and copies of instruments may be furnished electronically in one PDF document unless the size of the PDF document requires that it be separated into two or more PDF documents for emailing purposes. No other electronic formats will be acceptable. NOTE: Providing an abstract of title does NOT fulfill or substitute for the requirements outlined above for Ownership and Encumbrance Reports. F. Miscellaneous Real Estate and Title Research Services From time to time, Collier County has a need for miscellaneous real estate and title research services, such as: • A need to review just the “vesting” document ONLY for each property in a group of properties. • A need to review all of the “vesting” documents and/or mortgages having been recorded within a particular time frame, within a defined geographic boundary. Locating and producing a copy of a “vesting” document or easement in favor of Collier County which might document the existence of a public right-of-way and which is missing from the County’s inventory. REQUEST FOR PROPOSAL (RFP) PROCESS 1.1 The Proposers will submit a qualifications proposal which will be scored based on the criteria in Evaluation Criteria for Development of Shortlist, which will be the basis for short-listing firms. The Proposers will need to meet the minimum requirements outlined herein in order for their proposal to be evaluated and scored by the COUNTY. The COUNTY will then score and rank the firms and enter into negotiations with the top ranked firm to establish cost for the services needed. The COUNTY reserves the right to issue an invitation for oral presentations to obtain additional information after scoring and before the final ranking. With successful negotiations, a contract will be developed with the selected firm, based on the negotiated price and scope of services and submitted for approval by the Board of County Commissioners. 1.2 The COUNTY will use a Selection Committee in the Request for Proposal selection process. 1.3 The intent of the scoring of the proposal is for respondents to indicate their interest, relevant experience, financial capability, staffing and organizational structure. 1.4 The intent of the oral presentations, if deemed necessary, is to provide the vendors with a venue where they can conduct discussions with the Selection Committee to clarify questions and concerns before providing a final rank. 1.5 Based upon a review of these proposals, the COUNTY will rank the Proposers based on the discussion and clarifying questions on their approach and related criteria, and then negotiate in good faith an Agreement with the top ranked Proposer. 1.6 If, in the sole judgment of the COUNTY, a contract cannot be successfully negotiated with the top-ranked firm, negotiations with that firm will be formally terminated and negotiations shall begin with the firm ranked second. If a contract cannot be successfully negotiated with the firm ranked second, negotiations with that firm will be formally terminated and negotiations shall begin with the third ranked firm, and so on. The COUNTY reserves the right to negotiate any element of the proposals in the best interest of the COUNTY. RESPONSE FORMAT AND EVALUATION CRITERIA FOR DEVELOPMENT OF SHORTLIST: 1.7 For the development of a shortlist, this evaluation criterion will be utilized by the COUNTY’S Selection Committee to score each proposal. Proposers are encouraged to keep their submittals concise and to include a minimum of marketing materials. Proposals must address the following criteria: Evaluation Criteria Maximum Points 16.A.20.a Packet Pg. 1263 Attachment: Solicitation (12379 : 17-7200SS Real Estate Title & Closing Services) 1. Cover Letter / Management Summary 5 Points 2. Certified Minority Business Enterprise 5 Points 3. Delivery Schedule 20 Points 4. Cost of Services to the County 20 Points 5. Experience and Capacity of the Firm 20 Points 6. Specialized Expertise of Team Members 20 Points 7. Local Vendor Preference 10 Points TOTAL POSSIBLE POINTS 100 Points Tie Breaker: In the event of a tie at final ranking, award shall be made to the proposer with the lower volume of work previously awarded. Volume of work shall be calculated based upon total dollars paid to the proposer in the twenty-four (24) months prior to the RFP submittal deadline. Payment information will be retrieved from the County’s financial system of record. The tie breaking procedure is only applied in the final ranking step of the selection process and is invoked by the Procurement Services Division Director or designee. In the event a tie still exists, selection will be determined based on random selection by the Procurement Services Director or designee before at least three (3) witnesses. ---------------------------------------------------------------------------------------------------------------------------------------------------------- Each criterion and methodology for scoring is further described below. EVALUATION CRITERIA NO. 1: COVER LETTER/MANAGEMENT SUMMARY (5 Total Points Available) Provide a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the firm in providing the services stated herein. Include the name(s), telephone number(s) and email(s) of the authorized contact person(s) concerning proposal. Submission of a signed Proposal is Vendor's certification that the Vendor will accept any awards as a result of this RFP. EVALUATION CRITERIA NO. 2: CERTIFIED MINORITY BUSINESS ENTERPRISE (5 Total Points Available, 1 Page Limitation) Submit certification with the Florida Department of Management Service, Office of Supplier Diversity as a Certified Minority Business Enterprise. EVALUATION CRITERIA NO. 3: DELIVERY SCHEDULE (20 Total Points Available/1 Page Limitation) In this tab, include but not limited to: Number of Title Commitments or Ownership Delivery Schedule ** & Encumbrance Reports Ordered 1 to 3 ___ Business Days 4 to 6 ___ Business Days 7 to 12 ___ Business Days 13 to 25 ___ Business Days 26 to 35 ___ Business Days Over 35 To be negotiated Update ___ Business Days Miscellaneous Real Estate and Title Research Services To be negotiated EVALUATION CRITERIA NO. 4: COST OF SERVICES TO THE COUNTY (20 Total Points Available, 1 Page Limitation)) In this tab, include but not limited to: • Provide a price for the services as described in Excel Sheet- Cost of Services. (NOTE: The “Ownership and Encumbrance Report” and “Miscellaneous Real Estate and Title Research Services” categories are services that will be used occasionally) EVALUATION CRITERIA NO. 5: EXPERIENCE AND CAPACITY OF THE FIRM (20 Total Points Available, 2 Page Limitation) In this tab, include but not limited to: • Provide information that documents your firm’s and underwriters’ qualifications to produce the required deliverables, including abilities, capacity, skill, and financial strength, and number of years of experience in 16.A.20.a Packet Pg. 1264 Attachment: Solicitation (12379 : 17-7200SS Real Estate Title & Closing Services) providing the required services. The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference forms from clients within the last five (5) years whose projects are of a similar nature to this solicitation as a part of their proposal. Provide information on the projects completed by the vendor that best represent projects of similar size, scope and complexity of this project using form provided in Attachment B – Form 8. Vendors may include two (2) additional pages for each project to illustrate aspects of the completed project that provides the information to assess the experience of the Proposer on relevant project work. EVALUATION CRITERIA NO. 6: SPECIALIZED EXPERTISE OF TEAM MEMBERS (20 Total Points Available, 2 Page Limitation) In this tab, include but not limited to: • Description of the proposed contract team and the role to be played by each member of the team. • Attach brief resumes of all proposed team members who will be involved in the management of the total package of services, as well as the delivery of specific services. EVALUATION CRITERIA NO. 7: LOCAL VENDOR PREFERENCE (10 Total Points Available) Local business is defined as the vendor having a current Business Tax Receipt issued by the Collier or Lee County Tax Collector for at least one year prior to proposal submission to do business within Collier County, and that identifies the business with a permanent physical business address located within the limits of Collier or Lee County from which the vendor’s staff operates and performs business in an area zoned for the conduct of such business. 16.A.20.a Packet Pg. 1265 Attachment: Solicitation (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.b Packet Pg. 1266 Attachment: NORA (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1267Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1268Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1269Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1270Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1271Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1272Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1273Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1274Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1275Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1276Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1277Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1278Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1279Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1280Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1281Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1282Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1283Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1284Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1285Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1286Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1287Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1288Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1289Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) 16.A.20.cPacket Pg. 1290Attachment: Agreement (12379 : 17-7200SS Real Estate Title & Closing Services) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. REVISION NUMBER: DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD 5/5/2020 713-526-3366 713-521-1951 Marsh Wortham, a division of Marsh USA, Inc. Marsh Wortham, a division of Marsh USA, Inc 55349360 ✓ "For any and all work performed on behalf of Collier County" Collier County Board of Commissioners3295 Tamiami Trail EastNaples FL 34112 Re: Stewart Title Company, 4910 N. Tamiami Trail, Suite 120, Naples, FL 34103; 17-7200SS Real Estate Title and Closing Services Certificate Holder is provided Additional Insured status per attached endorsement 80022367 for General Liability. A 1,000,00035388591 HOU 12/31/2019 12/31/2020 1,000,000 ✓ 10,000 ✓ 1,000,000 10,000,000 Included✓ C 71654821 (AOS)12/31/2019 12/31/2020 ✓D 71771551 (OR,WI)12/31/2019 12/31/2020 1,000,000N 1,000,000 1,000,000 Great Northern Insurance Company 20303 ACE American Insurance Company 22667 ACE Fire Underwriters Insurance Company 20702 55349360 | 052102/ 10stewainf | 19-20 *MASTER - GL/AL/XS/ WC | LaTanya Perry | 5/5/2020 12:14:58 PM (CDT) | Page 1 of 3This certificate cancels and supersedes ALL previously issued certificates. 16.A.20.d Packet Pg. 1291 Attachment: Certificate - Liability Insurance (12379 : 17-7200SS Real Estate Title & Closing Services) 12/31/2019 12/31/2020 12/31/2019 55349360 | 052102/ 10stewainf | 19-20 *MASTER - GL/AL/XS/ WC | LaTanya Perry | 5/5/2020 12:14:58 PM (CDT) | Page 2 of 3This certificate cancels and supersedes ALL previously issued certificates. 16.A.20.d Packet Pg. 1292 Attachment: Certificate - Liability Insurance (12379 : 17-7200SS Real Estate Title & Closing Services) 55349360 | 052102/ 10stewainf | 19-20 *MASTER - GL/AL/XS/ WC | LaTanya Perry | 5/5/2020 12:14:58 PM (CDT) | Page 3 of 3This certificate cancels and supersedes ALL previously issued certificates. 16.A.20.d Packet Pg. 1293 Attachment: Certificate - Liability Insurance (12379 : 17-7200SS Real Estate Title & Closing Services) 05/11/2020 Stewart Insurance 9555 West Sam Houston Pkwy S Suite 500 Houston TX 77099 Will Elizondo (866) 798-2827 (713) 985-1061 stewartinsurance@stewart.com Stewart Title Company - Wholly & Majority Owned Offices STEWART TITLE COMPANY - FLORIDA DIVISION 240 S PINEAPPLE AVENUE, SUITE 206 SARASOTA FL 34236 Underwriters at Lloyds, London CL181814476 A Professional Liability / Errors & Omissions STEO2056-2001 01/26/2020 01/26/2021 Per Claim Limit $1,000,000 Aggregate Limit $1,000,000 $10,000 per claim deductible in respect of title agents domiciled in the State of Florida. Contract #17-7200SS See addendum for additional locations: Collier County Board Of County Commissioners 3295 Tamiami Trail E Naples FL 34112 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 16.A.20.d Packet Pg. 1294 Attachment: Certificate - Liability Insurance (12379 : 17-7200SS Real Estate Title & Closing Services) Stewart Title Company - Master E&O 00011279 Stewart Insurance STEO2056-2001 Underwriters at Lloyds, London 25 Certificate of Liability Insurance BOCA RATON 1800 NW CORPORATE BLVD., SUITE 310; BOCA RATON, FL 33431 BONITA 4450 BONITA BEACH RD #6; BONITA SPRINGS, FL 34134 BRADENTON 101 RIVERFRONT BLVD, STE 650; BRADENTON, FL 34205 CAPE CORAL 1327-A CAPE CORAL PARKWAY; CAPE CORAL, FL 33904 CELEBRATION 720 CELEBRATION AVE, STE 150, CELEBRATION, FL 34747 CLERMONT 1428 SUNRISE PLAZA, STE 1; CLERMONT, FL 34714 CORAL SPRINGS 5401 N UNIVERSITY DR, SUITE 3-108; CORAL SPRINGS, FL 33067 DORAL 3105 NW 107th Ave, Ste 502, Doral FL 33178 ENGLEWOOD 579 S INDIANA AVE; ENGLEWOOD, FL 34223 FORT LAUDERDALE 2734 E. OAKLAND PARK BLVD, SUITE 106; FORT LAUDERDALE, FL 33306 FORT MYERS 12800 UNIVERSITY DRIVE, SUITE 360; FORT MYERS, FL 33907 HOMOSASSA 4771 S SUNCOAST BLVD; HOMOSASSA, FL 34446 JACKSONVILLE 8705 PERIMETER PARK BLVD, STE 1; JACKSONVILLE, FL 32216 KENDALL 9995 SW 72ND STREET, STE 209; MIAMI, FL 33173 KISSIMMEE 1201 W EMMETT ST., KISSIMMEE, FL 34741 MIAMI 255 ALHAMBRA CIRCLE, STE 720l CORAL GABLES, FL 33134 NAPLES 4910 N TAMIAMI TRAIL, STE 120; NAPLES, FL 34103 OCALA 1727 E FORT KING ST; OCALA, FL 34471 OCOEE 10155 W COLONIAL DR; OCOEE, FL 34761 ORLANDO 496 DELANEY AVE, STE 408, ORLANDO, FL 32801 PALM HARBOR 33920 US HWY 19 N, STE 150, PALM HARBOR, FL 34684 PORT CHARLOTTE 18501 MURDOCK CIR, STE 101; PORT CHARLOTTE, FL 33948 PUNTA GORDA 150 W MCKENZIE, #113; PUNTA GORDA, FL 33950 ROTUNDA WEST, 41 CHAILETT RD, SUITE 16, ROTUNDA WEST, FL 33947 ST. CLOUD 1401 BUDINGER AVE. ST. CLOUD, FL 34769 ST. PETERSBURG 4134 CENTRAL AVENUE; ST. PETERSBURG, FL 33711 TAMPA 3402 W. CYPRESS STREET; TAMPA, FL 33607 WEST PALM BEACH 603 VILLAGE BLVD, SUITE 102; WEST PALM BEACH, FL 33409 WESTON 2883 EXECUTIVE PARK DR., SUITE 201B, WESTON, FL 33331 ACORD 101 (2008/01) The ACORD name and logo are registered marks of ACORD © 2008 ACORD CORPORATION. All rights reserved. THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER:FORM TITLE: ADDITIONAL REMARKS ADDITIONAL REMARKS SCHEDULE Page of AGENCY CUSTOMER ID: LOC #: AGENCY CARRIER NAIC CODE POLICY NUMBER NAMED INSURED EFFECTIVE DATE: 16.A.20.d Packet Pg. 1295 Attachment: Certificate - Liability Insurance (12379 : 17-7200SS Real Estate Title & Closing Services) Selection Committee Scoring Sheet (STEP 1) RFP #: 17-7200SS Title: Real Estate Title & Closing Services Name of Firm Roosevelt Robert Jay Lisa Michelle Total Scores Final Ranking Stewart Title Company 85 76 69 87 85 402 1 Procurement Professional Viviana Giarimoustas Step 1: Upon direction by the Procurement professional, the individual selection committee member should provide their ranking of the proposals (from highest being number one (1) to lowest. Step 2: The procurement professional will review the mathematically calculated final rank and discuss the rank order and determine if consensus is reached. 16.A.20.e Packet Pg. 1296 Attachment: Final Ranking (12379 : 17-7200SS Real Estate Title & Closing Services) stewart title Real partners. Real possibilities. February 4, 2020 Collier County Board of County Commissioners Procurement Services Division 3295 E. Tamiami Trail, Bldg. C-2 Naples, FL 34112 Attn: Vivian Giarimoustas Email: Viviana.Giarimoustas(o),colliercountyfl.gov Re: Solicitation No. 17-7200SS Real Estate Title &Closing Service Evaluation Criteria No. 1: Cover Letter/Management Summary Dear Ms. Giarimoustas: Stewart Title Company respectfully submits the attached RFP documents in response to the Collier County Board of County Commissioners Solicitation Number 17-7200SS for Real Estate Title & Closing Services, At Stewart, we believe in building strong relationships, which are the cornerstone of every closing, every transaction and every deal. Each and every day, our loyal associates work hard to enable and protect real estate ownership for our residential and commercial customers — and we have been doing so for well over a century. Our company began in Galveston, Texas, in 1893, and has grown into one of the largest real estate service companies in the industry. Over the years, one thing that's remained constant is our commitment to innovating and improving ourselves to meet the needs of our customers and the ever -changing market. Stewart is prepared for the future. Our deliberate and steady growth enables us to continue innovating and developing new solutions that will help us better serve our customers. Stewart Title Guaranty Company and Stewart Title Company are wholly owned subsidiaries of Stewart Information Services Corp. (NYSE-STC), acustomer-driven, technology -enabled, strategically competitive, real estate information, title insurance and transaction management company. Stewart also provides loan origination and servicing support; loan review services; REO asset management; home and personal insurance services; tax -deferred exchanges; and technology to streamline the real estate process. Stewart delivers global title insurance policies and escrow services in international markets through our network of regional offices in Australia, Canada, the Caribbean, Europe, Mexico, the United Kingdom and the U.S. Stewart is part of the Title Industry, an important part of every American's life, protecting people's investments in their homes. Stewart is prepared for the future. Our deliberate and steady growth has provided a financial position that allows us to continue innovating and spending on key initiatives which will propel us forward in the real estate space. At Stewart, we are constantly working to evolve and improve the experience we provide to our customers - as shown by our leadership in eClosings. Stewart Title Naples office has worked with Collier County for many years and look forward to regaining that relationship. As required please find below the contact person for Stewart Title Company Naples Office: Donna Jacobson Branch Operations Manager donna.jacobson@stewart.com Office: (239) 262-2163 Please see the attached "Why Title Insurance" & "What does Title Insurance Protect you from? A Lot". For further explanation of our services and Title Insurance. Along with our Core Values/Beliefs and Goals. On behalf of Stewart Title Company we appreciate the opportunity to participate in the RFP process and if awarded a contract we look forward to providing you with our excellent service! Stewart Title C sincerely, Branc erati s Manager Stewart Title pany 4910 North Tamiami Trail, Suite 120 Naples, FL 34103 (239) 262-2163 main (239) 262-7904 fax donna.jacobson@stewart.com 1/31/2020 Why Title Insurance (Your Guide to the Real Estate Transaction I Title Insurance I What We Offer I www.stewart.com Title Insurance Why Title Insurance Protecting your home investment A home is usually the largest single investment any of us will ever make. When you purchase a home, you will purchase several types of insurance coverage to protect your home and personal property. Homeowners insurance protects against loss from fire, theft or wind damage. Flood insurance protects against rising water. And a unique coverage known as title insurance protects against hidden title hazards that may threaten your financial investment in your home. Protecting your largest single investment Title insurance is not as well understood as other types of home insurance, but it is just as important. You see, when purchasing a home, instead of purchasing the actual building or land, you are really purchasing the title to the property -the right to occupy and use the space. That title may be limited by rights and claims asserted by others, which may limit your use and enjoyment of the property and even bring financial loss. Title insurance protects against these types of title hazards. Other types of insurance that protect your home focus on possible future events and charge an annual premium. On the other hand, title insurance protects against loss from hazards and defects that already exist in the title and is purchased with cone -time premium. Two kinds of title insurance benefit you in two ways There are two basic kinds of title insurance: • Lender or mortgagee protection • Owner's coverage Most lenders require mortgagee title insurance as security for their investment in real estate, just as they may call for fire insurance and other types of coverage as investor protection. When title insurance is provided, lenders are willing to make mortgage money available in distant locales where they know little about the market. https://www.stewart.com/content/stewart/stewartcom/en/what-we-offer/title-insurance/your-guide-to-the-real-estate-transaction/why-title-insurance.html 1 /3 1/31/2020 Why Title Insurance I Your Guide to the Real Estate Transaction I Title Insurance I What We Offer I www.stewart.com Owner's title insurance lasts as long as you, the policyholder - or your heirs -have an interest in the insured property. This may even be after you have sold the property. Depending on local practices and state law where the property is located, you may pay an additional premium for an owner's policy or you may pay a simultaneous issue charge - usually a smaller amount -for the separate lender coverage. You may even split settlement costs with the seller for the lender or owner's policy. What does your premium really pay for? An important part of title insurance is its emphasis on risk elimination before insuring. This gives you, the policyholder, the best possible chance for avoiding title claim and loss. Title insuring begins with a search of public land records affecting the real estate concerned. An examination is conducted by the title agent or attorney on behalf of its underwriter to determine whether the property is insurable. The examination of evidence from a search is intended to fully report all material objections to the title. Frequently, documents that don't clearly transfer title are found in the chain, or history that is assembled from the records in a search. Here are some examples of documents that can present concerns: • Deeds, wills and trusts that contain improper wording or incorrect names • Outstanding mortgages and judgments, or a lien against the property because the seller has not paid taxes • Easements that allow construction of a road or utility line • Pending legal action against the property that could affect a purchaser • Incorrect notary acknowledgments Through the search and examination, title problems are disclosed so they can be corrected whenever possible. However, even the most careful, preventative work cannot locate all hidden title hazards. Hidden title hazards —your last defense In spite of all the expertise and dedication that go into a title search and examination, hidden hazards can emerge after closing, resulting in unpleasant and costly surprises. Some examples of hazards include: • A forged signature on the deed, which would mean no transfer of ownership to you • An unknown heir of a previous owner who is claiming ownership of the property • Instruments executed under an expired or a fabricated power of attorney • Mistakes in the public records Title insurance offers financial protection against these and other covered title hazards. The title insurer will pay for defending against an attack on title as insured, and will either perfect the title or pay valid claims -all for aone-time charge at closing. https://www.stewa rt. com/content/stewart/stewartcom/en/what-we-offer/title-insurance/you r-g u ide-to-the-real-estate-transaction/why-title-i nsu rance. htm I 2/3 1/31/2020 What Does Title Insurance Protect You From? A lot. I Title Insurance I What We Offer I www.stewart.com Title Insurance What Does Title Insurance Protect You From? A lot. There are few things in life more important than protecting your home. The following matters are examples of why you need a Stewart Title insurance policy. Remember that the best title examination or search cannot protect your equity and home from matters not appearing in the public records. However, a Stewart Title policy* can protect you from: • Documents executed under false, revoked or expired powers of attorney • False impersonation of the true land owner • Undisclosed heirs • Improperly recorded legal documents • Prescriptive rights in another not appearing of record and not disclosed by survey • Failure to include necessary parties to certain judicial proceedings • Defective acknowledgements due to improper or expired notarization • Corporate franchise taxes as liens on corporate real estate assets • Gaps in the chain of title • Mistakes and omissions resulting in improper abstracting • Forged deeds, mortgages, wills, releases of mortgages and other instruments • Deeds by minors • Deeds which appear absolute, but which are held to be equitable mortgages • Conveyances by an heir, devisee or survivor of a joint estate who attempts to attain title byill-gotten means • Inadequate legal descriptions • Conveyances by undisclosed divorced spouses • Duress in execution of wills, deeds and instruments conveying or establishing title https://www.stewart.com/content/stewart/stewartcom/en/what-we-offer/title-insurance/what-does-title-insurance-protect-you-from-a-lot.html 1 /3 1/31/2020 What Does Title Insurance Protect You From? A lot. I Title Insurance � What We Offer I www.stewart.com • Issues involving delivery of conveyancing instruments • Deeds and wills by persons lacking legal capacity • State inheritance and gift tax liens • Errors in tax records • Demolition and substandard building liens • Administration of estates and probate of wills of missing persons who are presumed deceased • Issues of rightful possession of the land • Issues concerning the rightful conveyances by corporate entities • Deeds and mortgages by foreigners who may lack legal capacity to hold title • Legal capacity of foreign personal representatives and trustees • Issues involving improper marital status • Improper modification of documents • Rights of divorced parties • Conveyances in violation of public policy • Misinterpretation of wills and ancillary instruments • Deeds by persons falsely representing their marital status • Claims by creditors of decedent against property improperly conveyed by heirs and devisees • Issues concerning unlawful takings by eminent domain or condemnation • Special tax assessments • Real estate homestead exceptions • Forfeitures of real property due to criminal acts • Issues concerning adoption of children • Conveyances and proceedings affecting rights of military personnel protected by the Soldiers' and Sailors' Civil Relief Act • Issues concerning interests noted in financial statements filed under Uniform Commercial Code • Interests arising by deeds of fictitious parties • Adverse possession • Lack of jurisdiction or competency of persons in judicial proceedings https://www.stewart.com/content/stewart/stewartcom/en/what-we-offer/title-insurance/what-does-title-insurance-protect-you-from-a-lot.html 2/3 1/31/2020 What Does Title Insurance Protect You From? A lot. I Title Insurance I What We Offer I www.stewart.com • Community property issues • Utility easements • False affidavits of death or heirship • Intestate estates • Probate matters • Federal estate and gift tax liens *Subject to certain limitations set forth in the policy. Visit stewart.com for more information about title insurance and to find out why Stewart Title is the right title company for you. ©2020 Stewart Title Guaranty Company. All Rights Reserved. Trademarks are the property of their respective owners. Privacy, Terms of Use Protecting Customer Information https:!/www.stewart.com/content/stewart/stewartcom/en/what-we-offer/title-insurance/what-does-title-insurance-protect-you-from-a-lot.html 3/3 STEWART TITLE CORE VALUES/BELIEFS AND GOALS At Stewart Title, we take our jobs seriously. Our vision is to be the most admired real estate services company. Our core beliefs of Integrity, Discipline, Teamwork, Innovation, Simplicity, and Passion lead us to achieve this vision. Our Core Beliefs By aligning ourselves around these core values we enable our associates to better function as a unified team and achieve our goal of being the best in every market we serve. Teamwork I will respect the contributions of every associate and closely collaborate with others to sell Stewart. Passion I will contribute to an energetic and fulfilling customer -centric environment. Discipline I will be accountable for my performance through defined metrics and targets around risk management, expense reduction and sales growth. Integrity I will be trustworthy and honest in all my business dealings and be a role model in my community. Simplicity I will remove complexity and align people, processes and technology towards maximum efficiency. Innovation I will enhance the customer experience, looking for ways to improve processes, expand markets and create new offerings. These are the guideposts that lead the way to achieving the rest of our goals. Values Vision -Mission -Value Be the global leader insuring, managing and supporting the real estate transaction. Mission Deliver a magnificent customer experience through innovation in the real estate transaction process. Values Maintain integrity above all Be aware of our heritage and build for the future Respect internal and external customers; do what you say you will do Be mindful of the importance of others; give credit for accomplishments and not seek the spotlight for yourself Have a great deal of pride in your work without becoming arrogant Create a positive work environment for growth of associates and company Create and sustain a corporate culture of openness and trust Be creative in approaches to current business and in developing new business Challenge all paradigms Develop sincere personal interest in fellow associates Maintain positive attitude GOALES Continue to constantly improve client/customer service and experience and to pursue advancements in technology to help facilitate improved client/customer service. EVALUATION CRITERIA NO. 2: CERTIFIED MINORITY BUSINESS ENTERISE This does not apply as Stewart Title is not a Minority Business Enterprise EVALUATION CRITERIA NO. 3: DELIVERY SCHEDULE Delivery of the title commitments shall be in accordance with the schedule below, where "delivery schedule" constitutes the total number of business days lapsing between issuance of Notice to Proceed by County and delivery by company of completed title commitments. Number of Title Commitments Ordered Delivery Schedule 1 to 3 4to6 7 to 12 13 to 25 26 to 35 Over 35 To be negotiated Update Revision of Legal Description Miscellaneous Real Estate and Title Research Services To be negotiated 10 Business Days 15 Business Days 20 Business Days 25 Business Days 30 Business Days 10 Business Days 5 Business Days EVALUATION CRITERIA NO 4: COST OF SERVICES TO THE COUNTY See attached and will also be uploaded in speed sheet format as well PM: Robert Bosch PS: Brenda Brilhart RFP 17-7200 ATTACHMENT C - COST OF SERVICES REAL ESTATE TITLE SERVICES DESCRIPTION UNIT ESTIMATED QTY COST OF SERVICES 1 Title Commitment (Upon policy issuance, a credit will be given to the County in the amount of $50.00 Flat Rate 500 $ - 2 Update of Commitment within one year from effective date (Endorsement to Initial Commitment) Flat Rate 175 $ - 3 Risk Premiums for Title Insurance (over and above minimum $100 rate set forth in law). Note: Insurance amounts will be rounded up to the next multiple of $100 for purposes of all premium calculations) 3a $0 to $100,000 real property value $5.75/Per $1,000 $ - 3b $100,001 to $1,000,000 real property value $5.00/Per $1,000 $ - 3c $1,000,001 to $5,000,000 real property value $2.50/Per $1,000 $ - 3d $5,000,001 to $10,000,000 real property value $2.25/Per $1,000 $ 3e Over $10,000,000 real property value $2.00/Per $1,000 $ - 4 Real Estate Closing Services 400-$1000Per Closir $ - 5 Ownership and Encumbrance Report (optional) Each $ - 6 Miscellaneous Real Estate Title Research Services (optional) Per Hour NA $ - EVALUATION CRITERIA NO. 5: EXPERIENCE AND CAPACITY OF THE FIRM Tlu•ough our global network of offices, we serve home buyers and sellers; investors; residential and commercial real estate agents and brokers; national regional and local banks and credit unions; builders and developers; attorneys and others involved in any type of residential or commercial real estate transaction both in the United States and in over 80 countries around the world. Our network of policy -issuing offices issue title insurance policies to protect the interests of both property owners and mortgage lenders on residential and commercial resale, new construction and refinance transactions. Title insurance for property owners, called an Owner's Policy, is usually issued in the amount of the real estate purchase. It is purchased for a one-time fee at closing and is valid for as long as the owner or his heirs have an interest in the property. Only an Owner's Policy fully protects the buyer should a covered title problem arise with the title that was not found during the title search. Possible hidden title problems can include; Errors or omissions in deeds • Mistakes in examining records • Forgery • Undisclosed heirs Title insurance for mortgage lenders title insurance is called a Loan Policy. Most lenders require a Loan Policy when they issue a mortgage loan. The Loan Policy is usually based on the dollar amount of the loan and it protects the lender's interests in the property should a problem with the title arise. It does not protect the buyer. The policy amount decreases each year and eventually disappears as the loan is paid off. • Home • What is Title Insurance? • Value of Title Insurance Our title insurance underwriters are ready and able to handle any complex issues your transactions face — acting as your partner in solving issues that mitigate the risk investing and lending for you and your clients. Our team provides a depth of knowledge and expertise that enables us to consistently provide solutions designed to meet your specific title insurance needs. Our underwriters respond quickly to meet your needs and are available around -the -clock to assist with any type of real estate across the nation and around the globe. You can count on them to provide valuable guidance while maintaining the highest standards of accuracy and integrity. With Stewart's underwriters on your side, there's nothing you can't handle. COLVO ^ C014Uty Adm(n(sVative Setvices Department Procurement Services Division Reference Questionnaire Solicitation: 17-7200SS Reference Questionnaire for; Stewart Title Company Naples Office (Name of Company Requesting Reference Information) Donna Jacobson (Name of Individuals Requesting Reference Information) Name: David Welhnan (Evaluator completing reference questionnaire) Email; F Company; First Florida Home Mortgage, Inc. (Evaluator's Company completing reference) 5 786-261-5779 Collier County has implemented a process that collects reference information on firms and theh• key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and I representing that you were very unsatisfied (and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." Project Description;Various Loan Closing and Transactions Project Budget; Always in Budget Completion Dato; Over the last few years Project Number of Days; Varies Item I Ability to manage the project costs (minimize change orders to scope). 2 Ability to maintain project schedule (complete on -time or early). 3 Quality of work. 4 Quality of consultative advice provided on the project. 1 5 Professionalism and ability to manage personnel. 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 Overall comfort level with hhing the company in the future (customer satisfaction). TOTAL SCORE OF ALL ITEMS Collier County Administrative Services Department Procurement Services Division Reference Questionnaire Solicitation: 17-7200 SS Reference Questionnah•e for; Stewart Title ComDanv Naples Office (Name of Company Requesting Reference Information) Donna Jacobson (Name of Individuals Requesting Reference Information) Name; Fred I�ermani (Evaluator completing reference questionnaire) Email; FAX: 23 Company; CRE ConsultantslBrokerage Services (Evaluator's Company completing reference) ;239-860-6388 Collier County has implemented a process that collects reference information on firms and thee• key personnel to be used in the selection of firms to perform this project, The Name of the Company listed m the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdival again), If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." Project Description; Real Estate Closings both Residential and Commen•cial Project Budget; Always in Budget Completion Date; Many over the last few years Project Number of Days; Varies Item Citeria Score 1 Ability to manage the project costs (minimize change orders to scope). 10 2 Ability to maintain project schedule (complete on -time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 10 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS Cof xer County Administrative Services Department Procurement Services Division Reference Questionnaire Solicitation : 17-7200 S S Reference Questionnahe for; Stewart Title Company Naples Office (Name of Company Requesting Reference Information) Donna Jacobson (Name of Individuals Requesting Reference Information) Name: Jennifer Jackson Barnett (Evaluator completing reference questionnaire) FAX: Company: Premiere Plus Realty (Evaluator's Company completing reference) 503 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the iIrm/individual again) and 1 representing that you were very unsatisfied (and would never hue the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." Project Description: Real Estate Closings Project Budget: Always in Budget Completion Date: Many over the last few years Project Number of Days: Varies Item ` 1 Citeria Ability to manage the project costs (minimize change orders to scope). Score.:; b 2 Ability to maintain project schedule (complete on -time or early). 3 Quality of work, Q q Quality of consultative advice provided on the project,. S Professionalism and ability to manage personnel. �JJ 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly, r 8 Abiltity to manage risks and unexpected project circumstances.. g 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc, 10 Overall comfort level with hiring the company in the future (customer satisfaction). TOTAL SCORE OF ALL ITEMS EVALUATION CRITERIA NO. 6: SPECIALIZED EXPERISE OF TEAM MEMBERS Name Contact Donna Jacobson Branch Operations Manager Tammy Taylor Escrow Officer Samantha Malo Escrow Processor Susan Gorden Escrow Officer donna.jacobson crstewart.comOffice: (239) 262-2163 ttaylor(c�stewart.comOffice; (239) 262-2163 sam.malo�stewart.comOffice: (239) 330-3777 Susan. o�crstewart.comOffice: (239) 262-2163 All of the employees above have 20 years or more experience in the title insurance business both Residential and Commercial with the exception of Samantha Malo. We are all diverse and knowledgeable in all aspect and can handle any situations that might come our way. Title insurance and escrow aren't subjects you discuss every day. We do. We've closed hundreds of real estate transactions in Royal Harbor, Golden Gate and throughout the Naples metropolitan area. Naples is more than just our home. It's a city of our friends. Since 2005, Stewart Title has worked with customers in Naples on real estate transactions and on building relationships. That's because, for us, working with you on your real estate transaction is about more than title and escrow and a closing — it's about you. And with every phone call, every visit and every interaction, we are right there next to you. Let us join you next time you're in the market to see how we do business differently. EVALUATION CRITERIA NO. 7: LOCAL VENDOR PREFERENCE SEE ATTACHED A COPY OF OUR BUSINESS TAX RECEIPT COLLIER COUNTY BUSINESS TAX BUSINESS TAX NUMBER: 761243 - COLLIER COUNTY TAX COLLECTOR • 2800 N. HORSESHOE DRIVE - NAPLES FLORIDA 34104 • (239) 252.2477 VISIT OUR WEBSITE AT: www.colliertax.com THIS RECEIPT EXPIRES SEPTEMBER 30, 2020 LOCATION; 4910 TAMIAMI TRAIL N #120 ZONED: C-4 6541 CLASSIFICATION; ABSTRACT/TITLE COMPANY i CLASSIFICATION CODE: 03606801 This document is a business tax only. This is not certification that I DISPLAY AT PLACE OF BUSINESS FOR PUBLIC INSPECTION. It does not permit the licensee to violate any existing regulato :WART TITLE COMPANY 0 TAMIAMI TRAIL N #120 S, FL 34103 -THIS TAX ISNON-REFUNDABLE- DATE 08/29/2019 AMOUNT 30.00 RECEIPT WWW-20-00106612 covier County Administrative Services Department Procurement Services Division Form 1: Vendor's Non -Response Statement The sole intent of the Collier County Procurement Services Division is to issue solicitations that are c ar, concise and openly competitive. Therefore, we are interested in ascertaining reasons for prospective Vendors not wishing toy6spond to this solicitation. If your firm is not responding to this solicitation, please indicate the reason(s) by checking the items 4isted below and return this form via email noted on the cover page, or mail to Collier County Government, Procurement Service ivision, 3295 Tamiami Trail East, BLDG G2, Naples, FL 34112. We are not responding to the solicitation for the following reason(s): ❑ Services requested not available tln•ough our company. ❑ Our firm could not meet specifications/scope of work. ❑ Specifications/scope of work not clearly understood or applicable (too vae, rigid, etc.) ❑ Project is too small. ❑ Insufficient time allowed for preparation of response. ❑ Incot-t•ect address used. Please correct mailing address: ,� ❑ Other reason(s): Name of Firm: Address: City, State, Zip: Telephone: Email: Representative Signature: Representative Name: � Date vier co county Administrative Services Department Procurement Services Division Form 2: Vendor Checic List Updated: October 24t'' 2019 IMPORTANT: THIS SHEET MUST BE SIGNED. Please read carefully, sign in the spaces indicated and submit with your Proposal through Bidsync. Vendor should check off each of the following items as the necessary action is completed: 12/ The Solicitation Submittal has been signed. The Solicitation Pricing Document (Bid Schedule/Quote Schedule/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. Collier or Lee County Business Tax Receipt MUST be included. Proof of status from Division of Corporations - Florida Department of State (If work performed in the State) http://dos.myflorida.com/sunbiz/. Proof of E-Verify (Memorandum of Understanding or Company Profile page) and Immigration Affidavit MUST be included - https://www.e-verify.gov/. Grant Provisions and Assurances package in its entirety, if applicable. ® Reference Questionnaires MUST be included or you may be deemed non -responsive. ALL SUBMITTALS MUST HAVE 7 Name of Firm: Address: City, State, Zip: Telephone: Email: Representative Signature: Representative Name: PM: Robert Bosch PS: Brenda Brilhart RFP 17-7200 ATTACHMENT C - COST OF SERVICES REAL ESTATE TITLE SERVICES DESCRIPTION UNIT' 1 Title Commitment (Upon policy issuance, a credit will be given to the County in the amount of $50.00 2' Update of Commitment within one year from effective date (Endorsement to Initial Commitment) 3a 3b 3c 3d' 3e 4 5 6 Flat Rate Flat Rate ESTIMATED QTY - COST OF SERVICES 500 $ - 175 $ - Risk Premiums for Title Insurance (over and above minimum $100 rate set forth in law). Note: Insurance amounts will be rounded up to the next multiple of $100 for purposes of all premium calculations) $0 to $100,000 real property value $100,001 to $1,000,000 real property value $1,000,001 to $5,000,000 real property value $5,000,001 to $10,000,000 real property value Over $10,000,000 real property value Real Estate Closing Services Ownership and Encumbrance Report (optional) Miscellaneous Real Estate Title Research Services (optional) $5.75/Per $1,000 $5.00/Per $1,000 $2.50/Per $1,000 $2.25/Per $1,000 $2.00/Per $1,000 400-$1000Per Closir Each COLLIER COUNTY BUSINESS TAX BUSINESS TAX NUMBER: 761243 COLLIER COUNTY TAX COLLECTOR - 2800 N. HORSESHOE DRIVE - NAPLES FLORIDA 34104 - (239) 252.2477 VISIT OUR WEBSITE AT: www.colfiertax.com THIS RECEIPT EXPIRES SEPTEMBER 30, 2020 LOCATION:4910 TAMIAMI TRAIL N #120 ZONED: C-4 6541 BUSINESS PHONE: 262-2163 STATE OR COUNTY LIC #: CLASSIFICATION: ABSTRACT/TITLE COM CLASSIFICATION CODE: 03606801 This document is a business tax only. This is not certification that Ilceh DISPLAY AT PLACE OF BUSINESS FOR PUBLIC INSPECTION. _. FAILURE TO DO SO IS CONTRARY TO LOCAL LAWS, jo LE �P ' GAL FORNt .� ,.. LLC STEWART TITLE COMPANY r r3 j rr r F _ ti e� is qualifieT It does not permit the licensee to violate any existing regulatory zoning la`"ws nor does it exempt the licensee from any'other taxes or permits that maybe WART TITLE COMPANY 0 TAMIAMI TRAIL N #120 'LE 31 FL 34103 -THIS TAX IS NON -REFUNDABLE - DATE AMOUNT RECEIPT .K .x 30,00 08/29/2019 WWW-20-00106612 Detail by Entity Name Page 1 of 3 Florida Department of State 1 1 ,� ��;,�(� ,C11' �.1.�1 �--_—�.y i �' r A I f{n u!%��itl{ `i?�lta� ii( %'?ufl. i�1 1:2�17;1?+' Department of State /Division of Corporations !Search Records / Detail ey Document Number / Detail by Entity Name Foreign Profit Corporation STEWART TITLE COMPANY Filing Information Document Number FEI/EIN Number Date Filed State Status Last Event Event Date Filed Event Effective Date Principal Address 1360 POST OAK BLVD Houston, TX 77056 Changed: 08/14/2019 Mailing Address 1360 POST OAK BLVD Houston, TX 77056 Changed: 08/14/2019 F08000002322 74-0923770 05/22/2008 TX ACTIVE CORPORATE MERGER 08/05/2014 NONE Registered Agent Name &Address C T CORPORATION SYSTEM 1200 SOUTH PINE ISLAND ROAD PLANTATION, FL 33324 Officer/Director Detail Name &Address Title Director Hisey, David C 1980 Post Oak Blvd. Ste 800 Houston, TX 77056 Title Treasurer Anderson, Kenneth, Jr. DIVISION OF CORPpRATIOIJ$ http://search. sunbiz. org/Inquiry/CoiporationSearch/SearchResultDetail?inquilytype=Entity... 1 /31 /2020 Detail by Entity Name Page 2 of 3 1980 Post Oak Blvd. Ste 800 Houston, TX 77056 Title Director Killea, John L. 1980 Post Oak Blvd. Ste 800 Houston, TX 77056 Title Director Morris, Matthew W. 1980 Post Oak Blvd. Ste 800 Houston, TX 77056 Title President Morris, Matthew W. 1980 Post Oak Blvd. Ste 800 Houston, TX 77056 Title Secretary Carraux, J. Denise 1980 Post Oak Blvd. Ste 800 Houston, TX 77056 Title VP Anderson, Kenneth, Jr. 1980 Post Oak Blvd. Ste 800 Houston, TX 77056 Report Year Filed Date 2017 04/05/2017 2018 04/04/2018 2019 03/16/2019 Document Images 03116/2019 -- ANNUAL REPORT 04/04/2018 --ANNUAL REPORT 04/05/2017 --ANNUAL REPORT 04/07/2016 --ANNUAL REPORT 04/11/2015 --ANNUAL REPORT 08/05/2014 --Merger View image in PDF format View image in PDF format View image In PDF format View image In PDF format View image in PDF format http://search. sunbiz. org/Inquiry/CoiporationSearch/SearchResultDetail?inquiiytype=Entity... 1 /31 /2020 Detail by Entity Name Page 3 of 3 04/15/2014 --ANNUAL REPORT 04/18/2013 --ANNUAL REPORT Ot/03/2012 --ANNUAL REPORT 03/22/2011 --ANNUAL REPORT 09/13/2010 --Merper 02116/2010 --ANNUAL REPORT 09/28/2009 -- REINSTATEMENT 05128/2009 -- Merger 05/28/2009 -- Merger 09/26/2008 -- Merger 09/26/2008 --Merger 09126/2008 --Merger OS/27/2008 --Merger OSl27/2008 -- Merger OS/27/2008 --Merger 07/30/2008 -- Merper 07/30/2008 -- Merper 06/27l2008 --Merger 05/22/2008 -- Foreign Profit View image in PDF format View image in PDF format View Image In PDF formal View image in PDF format View image in PDF format View image in PDF format View Image in PDF format View Image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF formal View image in PDF format View image in PDF format View image in PDF format View Image in PDF format View image in PDF formal View image in PDF format Florida Department of State, Division of Corporations http://search. sunbiz. org/Inquiry/CoiporationSearch/S earchResultDetail?inquiiytype=Entity... 1 /31 /2020 2/5/2020 How To Find Participating Employers HOW TO FIND PARTICIPATING EMPLOYERS Use the E-Verify search tool to find employers who are currently enrolled in E-Verify. Your search will display the following information: • Employer name -The name the employer used when they enrolled in E-Verify. This can be the business' legal name, a trade name, or an abbreviation. • Doing Business As (DBA) name -The name an employer uses publicly. The public may see the DBA, but the employer may have used another name when they enrolled in E-Verify. • Primary industry type -The primary business industry the employer selected. • Workforce size -Appears as long as the employer reported they have at least five employees. • Number of hiring sites -The locations where employers hire employees and where they complete Form I-9. • Hiring site locations (by state) -The geographic locations) of hiring sites, by state, reported by the employer. Parameters: • USCIS updates the search tool data every quarter. • Employers report their own data at the time they enroll in E-Verify. The accuracy and completeness of the data depend on what was submitted by employers at the time of enrollment and as reported throughout the employer's relationship with E-Verify. • Review Employer Data Parameters (/employer -data -parameters) Search Primary Employer (?business - Industry name=Stewart%20Title%20Company&items per page=l0&status=l&order=name&s� Type FINANCE Stewart Title Company AND INSURANCE (52) Showing 1 to 1 of 1 entries. https://www.e-verify.gov/about-e-verify/e-verify-data/how-to-find-participating-employers?business-name=Stewart Title Company&items_per page=10 1/2 2/5/2020 How To Find Participating Employers ENROLLING IN E-Verify IS EASY! WANT TO LEARN MORE? E-Verify ENROLLMENT (/employers/enrolling-in-e-verify) Last Updated Date: Ol/02/2020 https://www.e-verify.gov/about-e-verify/e-verify-data/how-to-find-participating-employers?business-name=Stewart Title Company&items per page=l0 2/2 2/5/2020 Primary Industry Type How To Find Participating Employers Employer Doing Business As Workforce Size FINANCE AND INSURANCE (52) Showing 1 to 1 of 1 entries Stewart Title Company 5,000 to 9,999 https://www.e-verify.gov/about-e-verify/e-verify-data/how-to-find-participating-employers?business-name=Stewart Title Company&naics[]=7&hiringstat... 1/1 Primary Inc Employer Doing Bush Workforce Number of Hiring Site Locations (by state) 52 Stewart Title Company 5,000 to 9,, 1 TX COMOV C01411tty Adminish ive Services Department Procurement Services Division Reference Questionnaire Solicitation: 17-7200SS Reference Questionnahe for; Stewart Title Company Naples Office (Name of Company Requesting Reference Information) Donna Jacobson (Name of Individuals Requesting Reference Information) Name: David Wellman (Evaluator completing reference questionnaire) Company; Furst Florida Home Motigage, Inc. (Evaluator's Company completng reference) vidwellmanloans.com FAX; 509-272-9815 6-261 Collier County has implemented a process that collects reference information on firms and thee• ]Ley personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firmAndividual again) and 1 representing that you were very unsatisfied (and would never hire the fn7n/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0," Project Description:Various Loan Closing and Transactions Project Budget; Always in Budget Completion Date; Over the last few years Project Number of Days; Vat•ies ...Item ., . .. ., . 1 Ability to manage the project costs (minimize change orders to scope). 2 Ability to maintain project schedule (complete on -time or early). I f/ 3 Quality of work. 4 Quality of consultative advice provided on the project. 5 Professionalism and ability to manage personnel. 6 Project administration (completed documents, final invoice, final product turnover; invoices, manuals or going forward documentation, etc.) j 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. Sl 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. Q 10 Overall comfort level with hiring the company in the future (customer satisfaction). TOTAL SCORE OF ALL ITEMS Comer County Administrative Services Department Procurement Services Division Reference Questionnaire Solicitation: 17�7200 SS Reference Questionnah•e for; Stewart Title Companv Naples Office (Name of Company Requesting Reference Information) Donna Jacobson (Name of Individuals Requesting Reference Information) Name: Fred I�ermani Company: CRE ConsultantsBrokerage Services (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email: fied.kermani@creconsultants.com FAX: 23M594028 Telephone: 239-86M388 Collier County has implemented a process that collects reference information on firms and their• key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the fum/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." Project Description: Real Estate Closings both Project Budget: Always in Budget i Project Number of Days; Varies • ..Xtem Citeria Score 1 Ability to manage the project costs (minimize change orders to scope). 10 2 Ability to maintain project schedule (complete on -time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 10 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS Comer County Administrative Services Department Procurement Services Divislon Reference Questionnaire Solicitation : 17-7200 SS Reference Questionnaire for; Stewart Title Company Naples Office (Name of Company Requesting Reference Inforrmatian) Donna Jacobson (Name of Individuals Requesting RaFeretice Information) Name: Jennifer Jackson Barnett (Evaluator completing reference questionnaire) Email: Company: Premiere Plus Realty (Evaluator's Company completing reference) Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm%individual again) and 1 representing that you were very unsatisfied (and would never hire the, firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored M." Project Description: Real Estate Closings Project Budget; Always in Budget Completion Date: Many over the last few years Project Number of Days: Varies .: Item �. 1 .... Citeria •. Ability to manage the project costs (minimize change orders to scope). Score.::. :. 2 Ability to maintain project schedule (complete on"time or early). 3 Quality of work. qN 4 Quality of consultative advice provided on the project, 5 Professionalism and ability to manage personnel. b Project administration (completed documents, final invoice, final product turnover,, invoices; manuals or going forward documentation, etc.) 1 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 Overall comfort level with hh•ing the company in the future (customer satisfaction). TOTAL SCORE OF ALL ITEMS COAT C01414ty Administrative Services Department Procurement Services Division Form 3: Conflict of Interest Affidavit The Vendor certifies that, to the best of its knowledge and belief, the past and current work on any Collier County project affiliated with this solicitation does not pose an organizational conflict as described by one of the three categories below: Biased ground rules — The firm has not set the "ground rules" for affiliated past or current Collier County project identified above (e.g., writing a procurement's statement of work, specifications, or performing systems engineering and technical direction for the procurement) which appears to skew the competition in favor of my firm. Impaired objectivity —The firm has not performed work on an affiliated past or current Collier County project identified above to evaluate proposals / past performance of itself or a competitor, which calls into question the contractor's ability to render impartial advice to the government, Unequal access to information —The firm has not had access to nonpublic information as part of its perfornance of a Collier County project identified above which may have provided the contractor (or an affiliate) with an unfair competitive advantage in current or future solicitations and contracts. In addition to this signed affidavit, the contractor /vendor must provide the following: 1. All documents produced as a result of the work completed in the past or currently being worked on for the above -mentioned project; and, 2. Indicate if the information produced was obtained as a matter of public record (in the "sunshine") or through non-public (not in the "sunshine") conversation (s), meeting(s), document(s) and/or other means. Failure to disclose all material or having an organizational conflict in one or more of the three categories above be identified, may result in the disqualification for future solicitations affiliated with the above referenced project(s). By the signature below, the firm (employees, officers and/or agents) certifies, and hereby discloses, that, to the best of their knowledge and belief, all relevant facts concerning past, present, or currently planned interest or activity (financial, contractual, organizational, or otherwise) whic) relates to the project identified above has been fully disclosed and does not pose an organizational conflict. Firm: Signature and Dam te: Print Name: Title of Signatory: co ier County Administrative Services Department Procurement Services Division Form 4: Vendor Declaration Statement BOARD OF COUNTY COMMISSIONERS Collier County Government Complex Naples, Florida 34112 Dear Commissioners: The undersigned, as Vendor declares that this response is made without connection or arrangement with any other person and this proposal is in every respect fair and made in good faith, without collusion or fraud. The Vendor agrees, if this solicitation submittal is accepted, to execute a Collier County document for the purpose of establishing a formal contractual relationship between the firm and Collier County, for the performance of all requirements to which the solicitation pertains. The Vendor states that the submitted is based upon the documents listed by the above referenced Solicitation. Further, the vendor agrees that if awarded a contract for these goods and/or services, the vendor will not be eligible to compete, submit a proposal, be awarded, or perform as a sub -vendor for any future associated ilipi work that is a result of this awarded contract. IN �JITN�SS WHEREOF, WE have hereunto subscribed our names on • „ �, in the State of Firm's Legal Name: Address: City, State, Zip Code: Florida Certificate of Authority Document Number Federal Tax Identification Number *CCR # or CAGE Code *Only if Grant Funded Telephone: Signature by: (Typed and written) Title: Additional Contact Information Send payments to: (required if different from above) Contact name: Title: Address: City, State, ZIP Telephone: Email: Office servicing Collier County to place orders (required if different from above) Contact name: Title: Address: City, State, ZIP Telephone: Email: Co ,er County Administrative Services Department Procurement Services Division Form 5. Immigration Affidavit Certification This Affidavit is required and should be signed, by an authorized principal of the firm and submitted with formal solicitation submittals. Further, Vendors are required to enroll in the E-Verify program, and provide acceptable evidence of their enrollment, at the time of the submission of the Vendor's proposal. Acceptable evidence consists of a copy of the properly completed E-Verify Company Profile page or a copy of the fully executed E-Verify Memorandum of Understanding for the company. Failure to include this Affidavit and accentable evidence of enrollment in the'F-Verifv nrnuram may deem': the Vendor's'nrnnocal ns non" Collier County will not intentionally award County contracts to any Vendor who knowingly employs unauthorized alien workers, constituting a violation of the employment provision contained in 8 U.S.C. Section 1324 a(e) Section 274A(e) of the Immigration and Nationality Act ("INA"). Collier County may consider the employment by any Vendor of unauthorized aliens a violation of Section 274A (e) of the INA. Such Violation by the recipient of the Employment Provisions contained in Section 274A (e) of the INA shall be grounds for unilateral termination of the contract by Collier County. Vendor attests that they are fully compliant with all applicable immigration laws (specifically to the 1986 Immigration Act and subsequent Amendment(s)) and agrees to comply with the provisions of the Memorandum of Understanding with &Verify and to provide proof of enrollment in The Employment Eligibility Verification System (&Verify), operated by the Department of Homeland Security in partnership with the Social Security Administration at the time of submission of the Vendor's proposal. Print Name )�`� fi I Signature �°� /�f �'' Date 2/5/2020 How To Find Participating Employers HOW TO FIND PARTICIPATING EMPLOYERS Use the E-Verify search tool to find employers who are currently enrolled in E-Verify. Your search will display the following information: • Employer name -The name the employer used when they enrolled in E-Verify. This can be the business' legal name, a trade name, or an abbreviation. • Doing Business As (DBA) name -The name an employer uses publicly. The public may see the DBA, but the employer may have used another name when they enrolled in E-Verify. • Primary industry type -The primary business industry the employer selected. • Workforce size - Appears as long as the employer reported they have at least five employees. • Number of hiring sites -The locations where employers hire employees and where they complete Form I-9. • Hiring site locations (by state) -The geographic locations) of hiring sites, by state, reported by the employer. Parameters: • USCIS updates the search tool data every quarter. • Employers report their own data at the time they enroll in E-Verify. The accuracy and completeness of the data depend on what was submitted by employers at the time of enrollment and as reported throughout the employer's relationship with E-Verify. • Review Employer Data Parameters (/employer -data -parameters) Search Primary Industry Employer (?business- name=Stewart%20Title%20Company&items per page=l0&status=l&order=name&s� Type FINANCE AND INSURANCE (52) Stewart Title Company Showing 1 to 1 of 1 entries. https://www.e-verify.gov/about-e-verify/e-verify-data/how-to-find-participating-employers?business-name=Stewart Title Company&items per page=10 1 /2 2/5/2020 How To Find Participating Employers ENROLLING IN E-Verify IS EASY! WANT TO LEARN MORE? E-Verify ENROLLMENT (/employers/enrolling-in-e-verify) Last Updated Date: Ol/02/2020 https://www.e-verify.gov/about-e-verify/e-verify-data!how-to-find-participating-employers?business-name=Stewart Title Company&items_per_page=10 2/2 2/5/2020 How To Find Participating Employers Primary Industry Type Employer D�7oi g Business As FINANCE AND INSURANCE (52) Stewart Title Company Showing 1 to 1 of 1 entries Workforce Size 5,000 to 9,999 https://www.e-verify.gov/about-e-verify/e-verify-data!how-to-find-participating-employers?business-name=Stewart Title Company&naics[]=7&hiringstat... 1/1 Primary Inc Employer Doing Bush Workforce Number of Hiring Site Locations (by state) 52 Stewart Title Company 5,000 to 9,, 1 TX :;0 e-r C014 ty Administrative Services Department Procurement Services Division Form 6: Vendor Substitute W — 9 Request for Taxpayer Identification Number and Certification In accordance with the Internal Revenue Service regulations, Collier County is required to collect the following information for tax reporting purposes from individuals and companies who do business with the County (including social security numbers if used by the individual or company for tax reporting purposes). Florida Statute 119.071(5) requires that the county notify you in writing of the reason for collecting this information, which will be used for no other purpose than herein stated. Please complete all information that applies to your business and return with your quote or proposal. 1. General Information (provide all information) Taxpayer Name �" u_ � ' 1 � (as shown on income tax i eturn) 'UsineAdd ess la e (f difffir'laxyry me) = State • • o 2. Company Status (check only one) � 3. City Zip _Individual /Sole Proprietor Corporation _Partnership _Tax Exempt (Federal income tax-exempt entity Limited Liability Company under Internal Revenue Service guidelines IRC 501 (c) 3) Enter the tax classification Taxpayer Identification Number (for tax reportingpurposes only) Federal Tax Identification Number (TIN) endors who do not have a TIN, will be 4. Sign nd Date Form: Certification: Under penalties of perjrrr)�, I c�"}i tifj� that Title to provide a social anon shown on this number is correct to rnZ �--Date WM9Request for Taxpayer Give Form to the Form identification Number and Certification requester. Do not (Rev. October2018) Department of the Treasury send to the IRS. Internal Revenue Service 110� Go to wwwJrs.gov/FormW9 for instructions and the latest information. 1 Name (as shown on your income tax return). Name Is required on this line; do not leave this line blank. Stewart Title Company 2 Business name/disregarded entity name, If different from above m 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the Y 4 Exemptions codes apply only to P ( PPY Y a:P following seven boxes. certain entities, not individuals; see a Instructions on page 3): o ElIndividual/sole proprietor or ❑✓ C Corporation ❑ S Corporation El Partnership ❑ Trust/estate c single -member LLC Exempt payee code (if any) CD 0 ❑on Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) Op C `o 2Note: Check the appropriate box in the line above for the tax classification of the single -member owner. Do not check Exemption from FATCA reporting w LLC If the LLC is classified as a single -member LLC that is disregarded from the owner unless the owner of the LLC is i codef an f y) ME: another LLC that Is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single -member LLC that a o w is disregarded from the owner should check the appropriate box for the tax classification of Its owner. O N ❑ Other (see instructions) (Applies to accounts maintained outside the U.SJ 0)5 Address (number, street, and apt. or suite no.) See Instructions. Requester's name and address (optional) a) 1360 Post Oak Blvd, Suite 100 6 City, state, and ZIP code Houston, TX 77056 7 List account number(s) here (optional) Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid social security number backup withholding. For individuals, this is generally your social security number (SHowever, fora resident . alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other FM _ M entities, it is vour emolover identification number (EIN). If you do not have a number, see Now to qet a TIN, later. or Note: If the account is in more than one name, see the instructions for line 1. Also see at Name and Employer identification number Number To Give the Requester for guidelines on whose number to enter. 7 4- 0 1 9 1 2 1 3 1 7 1 7 1 0 Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all Interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. 1 am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement ORA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part 11, later. Sign Signature of Here u,s, person Ow General Instru Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and Its instructions, such as legislation enacted after they were published, go to www,irs.gov/FormW9. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer Identification number (EIN), to report on an Information return the amount paid to you, or other amount reportable on an information return. Examples of information returns Include, but are not limited to, the following. • Form 1099-INT (interest earned or paid) Date. � • �� �� • Form 1099-DIV (dividends, including those from stocks or mutual funds) • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) • Form 1099-B (stock or mutual fund sales and certain other transactions by brokers) • Form 1099-S (proceeds from real estate transactions) • Form 1099-K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition) • Form 1099-C (canceled debt) • Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. Cat. No. 10231X Form W-9 (Rev. 10-2018) Collier County Administrative Services Department Procurement Services Division Form 7: Insurance and Bonding Requirements Insurance on Type Required Limits 1. ® Worker's Compensation Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government Statutory Limits and Requirements 2. ®Employer's Liability $1009000 single limit per occurrence 3. ®Commercial General Bodily Injury and Property Damage Liability (Occurrence Form) patterned after the $1,000,000 single limit per occurrence, $2,000,000 aggregate for Bodily Injury current ISO form Liability and Property Damage Liability. This shall include Premises and Operations; Independent Contractors; Products and Completed Operations and Contractual Liability. 4. ® Indemnification To the maximum extent permitted by Florida law, the Contractor/Vendor/Vendor shall defend, indemnify and hold harmless Collier County, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the Contractor/Vendor/Vendor or anyone employed or utilized by the Contractor/Vendor/Vendor in the performance of this Agreement. 5. ❑ Automobile Liability $ Each Occurrence; Bodily Injury & Property Damage; Owned/Non-owned/Hired; Automobile Included '6. ® Other insurance as ❑ Watercraft $ Per Occurrence noted: ❑ United States Longshoreman's and Harborworker's Act coverage shall be maintained where applicable to the completion of the work. $ Per Occurrence ❑ Maritime Coverage (Jones Act) shall be maintained where applicable to the completion of the work. $ Per Occurrence ❑ Aircraft Liability coverage shall be carried in limits of not less than $5,000,000 each occurrence if applicable to the completion of the Services under this Agreement. $ Per Occurrence ❑ Pollution $ Per Occurrence ® Professional Liability $ 1,000,000 Per claim & in the aggregate ❑ Project Professional Liability $ Per Occurrence ❑ Valuable Papers Insurance $ Per Occurrence 7. ❑ Bid bond Shall be submitted with proposal response in the form of certified funds, cashierscheck or an irrevocable letter of credit, a cash bond posted with the County Clerk, or proposal bond in a sum equal to 5% of the cost proposal. All checks shall be made payable to the Collier County Board of County Commissioners on a bank or trust company located in the State of Florida and insured by the Federal Deposit Insurance Corporation. 8. ❑ Performance and For projects in excess of $200,000, bonds shall be submitted with the executed Payment Bonds contract by Proposers receiving award, and written for 100% of the Contract award amount, the cost borne by the Proposer receiving an award. The Performance and Payment Bonds shall be underwritten by a surety authorized to do business in the State of Florida and otherwise acceptable to Owner; provided, however, the surety shall be rated as "A-" or better as to general policy holders rating and Class V or higher rating as to financial size category and the amount required shall not exceed 5% of the reported policy holders' surplus, all as reported in the most current Best Key Rating Guide, published by A.M. Best Company, Tue. of 75 Fulton Street, New York, New York 10038. 9. ® Vendor shall ensure that all subcontractors comply with the same insurance requirements that he is required to meet. The same Vendor shall provide County with certificates of insurance meeting the required insurance provisions. 10. ® Collier County must be named as "ADDITIONAL INSURED" on the Insurance Certificate for Commercial General Liability where required. This insurance shall be primary and non-contributory with respect to any other insurance maintained by, or available for the benefit of, the Additional Insured and the Vendor's policy shall be endorsed accordingly. 11. ® The Certificate Holder shall be named as Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR Collier County Government, OR Collier County, The Certificates of Insurance must state the Contract Number, or Project Number, or specific Project description, or must read$ For any and all work performed on behalf of Collier County. 12. ®Thirty (30) Days Cancellation Notice required. RLC 8/24/2017 Vendor's Insurance Statement We understand the insurance requirements of these specifications and that the evidence of insurability maybe required within five (5 s of the award of this solicitation. Name of Firm ' Date r 1 Vendor Signature Print Name Insurance Agency Agent Name CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Marsh Wortham, a division of Marsh USA, Inc PO Box 1388 Houston, TX 77251 -1 388 wvWr.marsh.com INSURED Stewart Information Services Corporation Attn: Patti Rankin 1360 Post Oak Blvd., Suite 100, MC# 164 Houston TX 77056 rtn\/FRe r:FC CFRTIFICATF NIIMRFR� F'37AQ�1d Wortham. a REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES, LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL SUER NUMBER POLIPOLICY MM/DDT MMIDDY/YYYY LIMITS A ✓ COMMERCIAL GENERAL LIABILITY CLAIMS -MADE ❑✓ OCCUR ✓ 35388591 HOU 12/31/2019 12/31/2020 EACH OCCURRENCE $1 1000X0 DAMAGE TO RENTED PREMISES Ea occurrence $1 000 000 MED EXP (Any one person) $10 000 PERSONAL & ADV INJURY $1 1000,000 GENERAL AGGREGATE $10,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: ✓ POLICY ❑ JECT LOC OTHER: PRODUCTS -COMP/OPAGG $Included $ AUTOMOBILE LIABILITY ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS HIRED NON -OWNED AUTOS ONLY AUTOS ONLY 1] COMBINED SINGLE LIMIT Ea accident $ BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE Per accident $ UMBRELLA LIAB EXCESS LIAR OCCUR CLAIMS -MADE EACH OCCURRENCE $ AGGREGATE $ $ DED I I RETENTION $ (, D WORKERS COMPENSATION AND EMPLOYERS'LIABILITY Y/N ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory In NH) If yes, describe under DESCRIPTION OF OPERATIONS below NIA A 71654821 (AOS) 71771551 (OR,WI) 12/31/2019 12/31/2019 12/31/2020 12/31/2020 N/ STATUTE EORH E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $1 4000t000 E.L. DISEASE - POLICY LIMIT $1 000 000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Re: Stewart Title Company, 4910 N. Tamiami Trail, Suite 120, Naples, FL 34103; 13-6043 Real Estate Title and Closing Services "For any and all work performed on behalf of Collier County" Certificate Holder is provided Additional Insured status per attached endorsement 80022367 for General Liability. rGRTIGIreTF unl nFR CANCELLATION Collier County Board Of Commissioners SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 3295 Tamiami Trail East ACCORDANCE WITH THE POLICY PROVISIONS. Naples FL 34112 AUTHORIZED REPRESENTATIVE Marsh Wortham, a division of Marsh USA, Inc. ACORD 25 (2016/03) ©1988-2015 ACORD CORPORAL 1UN. All rlgnts reserved. The ACORD name and logo are registered marks of ACORD 53289314 I 052102/ lOstewainf 119-20 *MASTER - GL/AL/XS/ WC I LaTanya Perry 12/30/2019 3:04:26 PM (CST) I Page 1 of 3 This certificate cancels and supersedes ALL previously issued certl�icates. Liability Insurance Endorsement Policy Period Effective Date Policy Number Insured 12/31/2019 Name of Company Date Issued 12/31/2019 3538-85-91 HOU 12/31 /2020 STEWART INFORMATION SERVICES CORPORATION GREAT NORTHERN INSURANCE COMPANY ......................................................................................:ay.................................,.........,............................................................,...,..,,................. This Endorsement applies to the following forms; GENERAL LIABILITY •::.�:.:.,.::,::::::.�:::::::::::...r.... .......,,�.... . .... ..........................: �:r:........,.......................,,....,.....,........................................., Under Who Is An Insured, the following provision is added. Who Is An Insured Addltlonal Insured - Persons or organizations shown in the Schedule are insureds; but they are insureds only if you are Scheduled Person obligated pursuant to a contract or agreement to provide them with such insurance as is afforded by Or Organization this policy. However, the person or organization is an insured only: • if and then only to the extent the person or organization is described in the Schedule; • to the extent such contractor agreement requires the person or organization to be afforded status as an insured; • for activities that did not occur, in whole or in part, before the execution of the contractor agreement; and • with respect to damages, loss, cost or expense for injury or damage to which this insurance applies. No person or organization is an insured under this provision: • that is more specifically identified under any other provision of the Who Is An Insured section (regardless of any limitation applicable thereto). • with respect to any assumption of liability (of another person or organization) by them in a contractor agreement. This limitation does not apply to the liability for damages, loss, cost or expense for injury or damage, to which this insurance applies, that the person or organization would have in the absence of such contractor agreement. Liability Insurance Form 80-02.2367 (Rev. 5-07) Additional Insured -Scheduled Person Or Organization Endorsement continued Page i 63289314 052102/ lOstewainf � 19-20 *MASTER - GL/AL/XS/ WC � LaTanya Perry � 12/30/2019 3:04:26 PM (CST) � Page 2 of 3 This ceri:ificate cancels and supersedes ALL previously issued certificates. Liability Endorsement (continued) Conditions Other Insurance — Primary, Noncontributory Insurance —Scheduled Person Or Organization Liability Insurance Under Conditions, the following provision is added to the condition titled Other Insurance. If you are obligated, pursuant to a contract or agreement, to provide the person or organization shown in the Schedule with primary insurance such as is afforded by this policy, then in such case this insurance is primary and we will not seek contribution from insurance available to such person or organization. Schedule ANY PERSON OR ORGANIZATION THAT THE INSURED CONTRACTUALLY COMMITS TO PRIOR TO A LOSS OR OCCURRENCE. All other terms and conditions remain unchanged. Authorized Representative Additional Insured -Scheduled Person Or Organization � ' I, last page i Form 80-02-2367 (Rev. 5-07) Endorsement 53289314 � 052102/ lOste�vainf � 19-20 *MASTER - GL/AL/XS/ WC � LaTanya Perry, 12/30/2019 3:04:26 PM (CST) � Page 3 of 3 This certificate cancels and supersedes ALL previously issued certificates. Page 2 Co Ter County Administrative Services Department Procurement Services Division Form 7: Vendor Submittal —Local Vendor Preference Affidavit (Check Appro riate Boxes Below) State of Flo da (Select County if Vendor is described as a Local Business) Collier County ❑ Lee County Vendor affirms that it is a local business as defined by the Procurement Ordinance of the Collier County Board of County Commissioners and the Regulations Thereto. As defined in Section XV of the Collier County Procurement Ordinance: Local business means the vendor has a current Business Tax Receipt issued by the Collier County Tax Collector prior to bid or proposal submission to do business within Collier County, and that identifies the business with a permanent physical business address located within the limits of Collier County from which the vendor's staff operates and performs business in an area zoned for the conduct of such business. A Post Office Box or a facility that receives mail, or a non -permanent structure such as a construction trailer, storage shed, or other non- permanent structure shall not be used for the purpose of establishing said physical address. In addition to the foregoing, a vendor shall not be considered a "local business" unless it contributes to the economic development and well-being of Collier County in a verifiable and measurable way. This may include, but not be limited to, the retention and expansion of employment opportunities, support and increase to the County's tax base, and residency of employees and principals of the business within Collier County. Vendors shall affirm in writing their compliance with the foregoing at the time of submitting their bid or proposal to be eligible for consideration as a "local business" under this section. A vendor who misrepresents the Local Preference status of its firm in a proposal or bid submitted to the County will lose the privilege to claim Local Preference status for a period of up to one year under this section. Vendor must complete the following information: Year Business Established in Collier County or � Lee County: Number of Employees (Including Owner(s) or Corporate Officers): . 4to 4zk�� Number of Employees Living in Collier County or ❑ Lee (Including Owner(s) or Corporate Officers): If requested by the County, ven r ill be required to provide documentation substantiating the information*ggien in this affidavit. Failure to do so will result in vendor's sub fission being deermd not appli ble. Vendor Name: Dat 2 )31 LW 1.0 LOCAL VENDOR PREFERENCE (LVP) 1.1 The County is using the Competitive Sealed Bid methodology of source selection for this procurement, as authorized by Ordinance Number 2017-08 establishing and adopting the Collier County Procurement Ordinance. 1.2 Local business means the vendor has a current Business Tax Receipt issued by the Collier County Tax Collector prior to bid or proposal submission to do business within Collier County, and that identifies the business with a permanent physical business address located within the limits of Collier County from which the vendor's staff operates and performs business in an area zoned for the conduct of such business. A Post Office Box or a facility that receives mail, or a non -permanent structure such as a construction trailer, storage shed, or other non -permanent structure shall not be used for the purpose of establishing said physical address. In addition to the foregoing, a vendor shall not be considered a "local business" unless it contributes to the economic development and well-being of Collier County in a verifiable and measurable way. This may include, but not be limited to, the retention and expansion of employment opportunities, support and increase to the County's tax base, and residency of employees and principals of the business within Collier County. Vendors shall affirm in writing their compliance with the foregoing at the time of submitting their bid or proposal to be eligible for consideration as a "local business" under this section. A vendor who misrepresents the Local Preference status of its firm in a proposal or bid submitted to the County will lose the privilege to claim Local Preference status for a period of up to one year. 1.3 Under this solicitation, bidders desiring to receive local preference will be invited and required to affirmatively state and provide documentation as set forth in the solicitation in support of their status as a local business. Any bidder who fails to submit sufficient documentation with their bid offer shall not be granted local preference consideration for the purposes of that specific contract award. Except where federal or state law, or any other funding source, mandates to the contrary, Collier County and its agencies and instrumentalities, will give preference to local businesses in the following manner. 1.4 Competitive bid (local price match option). Each formal competitive bid solicitation shall clearly identify now the price order of the bids received will be evaluated and determined. When a qualified and responsive, non -local business submits the lowest price bid, and the bid submitted by one or more qualified and responsive local businesses is within ten percent of the price submitted by the non -local business, then the local business with the apparent lowest bid offer (i.e., the lowest local bidder) shall have the opportunity to submit an offer to match the price(s), less one (1) dollar, offered by the overall lowest, qualified and responsive bidder. In such instances, staff shall first verify if the lowest non -local bidder and the lowest local bidder are in fact qualified and responsive bidders. Next, the Procurement Services Division shall determine if the lowest local bidder meets the requirements of Fla. Stat. Sec.287.087 (Preferences to businesses with drug4ree workplace programs). If the lowest local bidder meets the requirements of Fla. Stat. Sec. 287.087, the Procurement Services Division shall invite the lowest local bidder to submit a matching offer, less one (1) dollar, within five (5) business days thereafter. If the lowest local bidder submits an offer that fully matches the lowest bid, less one (1) dollar, f r o in the lowest non -local bidder tendered previously, then award shall be made to the local bidder. If the lowest local bidder declines or is unable to match the lowest non -local bid price(s), then award will be made to the lowest overall qualified and responsive bidder. If the lowest local bidder does not meet the requirement of Fla. Stat. Sec 287,087, and the lowest non -local bidder does, award will be made to the bidder that meets the requirements of the reference state law. 1.5 Bidder must complete and submit with their bid response the Affidavitfor Claiming Status as a Local Business which is included as part of this solicitation. Failure on the part of a Bidder to submit this Affidavit with their bid response will preclude said Bidder from being considered for local preference on this solicitation. 1.6 A Bidder who misrepresents the Local Preference status of its firm in a bid submitted to the County will lose the privilege to claim Local Preference status for a period of up to one (1) year. 1.7 The County may, as it deems necessary, conduct discussions with responsible bidders determined to be in contention for being selected for award for the purpose of clarification to assure full understanding of, and responsiveness to solicitation requirements. �CS1Cl�Ilt �3LSI1Pa.IlCE NNIJ If - IT TIP 1 PIP IT ° f cei s� V e :: P15 1 IIIry u;'. PIT I la I III ",.,aCA FIN �•"awe- } •:t. - 'Y: ; 't TIP IT Alin III 1 '.�' ?. - c .. , C4.. .,'JI..y- �:.. s :L. Fv.. H�hr -C,S• .Lla' _'4. E' IF TIP. .'.'rr.`_;r.Sr`.1. 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