Agenda 04/25/2023 Item #16A14 (To obtain title and closing services on prospective right of way and other real property acquisitions made by the County)04/25/2023
EXECUTIVE SUMMARY
Recommendation to award Fixed Fee Professional Service Agreements to Stewart Title Company, American
Government Services Corporation, and Guaranteed Florida Title, Escrow & Abstract, Inc., (f/k/a Title
Partners of South Florida, Inc.,) under Request for Proposal (“RFP”) No. 22-7997, “Real Estate Title &
Closing Services,” and authorize the Chairman to sign the attached agreements.
_ ______________________
OBJECTIVE: To obtain title and closing services on prospective right of way and other real property acquisitions
made by the County.
CONSIDERATIONS: The Right of Way Acquisition Section of the Transportation Engineering Division and the
Real Property Management Section of the Facilities Management Division use title companies to provide real estate
title and closing services on prospective right of way and other real property acquisitions. Those 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 15, 2022, the Procurement Services Division issued RFP No. 22 -7997, Real Estate Title and Closing,
and received five proposals by the August 17, 2022, deadline. Staff reviewed the proposals received and found all
five proposals responsive and responsible.
A selection committee met on September 21, 2022, scored each of the proposals, and established the following
recommended final ranking:
Company Name City County State Final Ranking
a) Stewart Title Company Naples Collier FL 1
b) American Govt. Services Corp. Tampa Hillsborough FL 2
c) Title Partners of South Florida, Hollywood Broward FL 3
Inc. (n/k/a Guaranteed Florida
Title, Escrow & Abstract, Inc.)
d) Nations Title Agency of Florida, St. Petersburg Pinellas FL 4
Inc.
e) NOVAD Management Landover Prince MD 5
Consulting, LLC George’s
Staff is recommending awarding contracts to the top three firms: (1) Stewart Title Company, who has been doing
business with Collier County since 2008; (2) American Government Services Corporation, who has been doing
business with Collier since 2003, and (3) Guaranteed Florida Title, Escrow & Abstract, Inc., who has been in
business since 1995, and who would be transacting business with Collier County for the first time. Any
outstanding purchase orders issued under the existing Agreement No. 17-7200 and/or the Supplemental Agreement
No. 17-7200SS held by Stewart Title Company will continue through their completion and final acceptance by the
County. Work assignments will be issued on a rotational basis that ensures a relatively even distribution of work.
The attached proposed contracts will replace current Agreement No. 17-7200, which has an expiration date of April
23, 2023, and Supplemental Agreement No. 17-7200SS held by current vendor Stewart Title Company under
Agreement No. 17-7200SS, which has an expiration date June 22, 2023. Staff is recommending that the Board
allow existing Agreement No. 17-7200 expire on its own terms as of April 23, 2023, and approve staff’s attached
proposed notice to terminate Agreement No. 17-7200SS for convenience to Stewart Title Company, effective May
25, 2023, per the 30-day notice provision provided in Section 10 of that agreement. Termination of this agreement
will avoid having two agreements with Stewart Title Company in effect at the same time with different fee
schedules and will not have any significant adverse cost implications for the County. Additionally, all three
proposed contracts will have the same commencement date and renewal terms.
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04/25/2023
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: That the Board award RFP No. 22-7997, “Real Estate Title & Closing Services,” to
Stewart Title Company, American Government Services Corporation, and Guaranteed Florida Title, Escrow &
Abstract, Inc., authorize the Chairman to sign the attached agreements, and direct staff to issue the notice to
terminate convenience letter as to Agreement No. 17-7200SS as provided above.
Prepared by: Robert Bosch, Manager, ROW Acquisition, Transportation Engineering Division.
ATTACHMENT(S)
1. Solicitation (PDF)
2. [Linked] Stewart Title Company Proposal (PDF)
3. [Linked] American Government Services Corp Proposal (PDF)
4. [Linked] Title Partners of South Florida,Inc. Proposal (PDF)
5. Final Ranking (PDF)
6. NORA Signed (PDF)
7. Stewart Title Company Contract (PDF)
8. American Government Services Corp Contract (PDF)
9. Guaranteed Florida Title Contract (PDF)
10. Notice to Terminate ltr to Stewart (PDF)
11. Stewart Title Certificate of Insurance (PDF)
12. AGS Certificate of Insurance (PDF)
13. Guaranteed Florida Certificate of Insurance (PDF)
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04/25/2023
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.A.14
Doc ID: 24932
Item Summary: Recommendation to award Fixed Fee Professional Service Agreements to Stewart Title
Company, American Government Services Corporation, and Guaranteed Florida Title, Escrow & Abstract, Inc.,
(f/k/a Title Partners of South Florida, Inc.,) under Request for Proposal (“RFP”) No. 22 -7997, “Real Estate Title &
Closing Services,” and authorize the Chairman to sign the attached agreements.
Meeting Date: 04/25/2023
Prepared by:
Title: Manager, ROW Acquisition – Transportation Engineering
Name: Robert Bosch
03/10/2023 3:07 PM
Submitted by:
Title: Division Director - Transportation Eng – Transportation Engineering
Name: Jay Ahmad
03/10/2023 3:07 PM
Approved By:
Review:
Procurement Services Geoffrey Willig Procurement Director Review Skipped 04/07/2023 11:11 AM
Procurement Services Ana Reynoso Level 1 Purchasing Gatekeeper Completed 03/10/2023 3:34 PM
Growth Management Department Jeanne Marcella Transportation Management Services Department Completed
03/13/2023 8:33 AM
Facilities Management Jennifer Belpedio Additional Reviewer Completed 03/13/2023 11:25 AM
Transportation Engineering Anthony Khawaja Additional Reviewer Completed 03/13/2023 12:54 PM
Growth Management Department Lisa Taylor Additional Reviewer Completed 03/13/2023 2:18 PM
Capital Project Planning, Impact Fees, and Program Management Leeann Charles Additional Reviewer Completed
03/14/2023 7:27 AM
Growth Management Operations Support Tara Castillo Additional Reviewer Completed
03/15/2023 1:31 PM
Growth Management Department Gene Shue Additional Reviewer Completed 03/20/2023 10:37 AM
Procurement Services Sue Zimmerman Additional Reviewer Completed 03/27/2023 2:26 PM
Procurement Services Sandra Herrera Additional Reviewer Completed 04/04/2023 8:08 AM
Growth Management Department Trinity Scott Transportation Completed 04/04/2023 10:49 AM
County Attorney's Office Scott Teach Level 2 Attorney Review Completed 04/05/2023 11:48 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 04/05/2023 1:47 PM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 04/10/2023 9:18 AM
Office of Management and Budget Christopher Johnson Additional Reviewer Completed 04/15/2023 11:22 AM
County Manager's Office Geoffrey Willig Level 4 County Manager Review Completed 04/18/2023 11:13 AM
16.A.14
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04/25/2023
Board of County Commissioners Geoffrey Willig Meeting Pending 04/25/2023 9:00 AM
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COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
REQUEST FOR PROPOSAL (RFP)
FOR
REAL ESTATE TITLE & CLOSING SERVICES
SOLICITATION NO.: 22-7997
LEEANN CHARLES, PROCUREMENT STRATEGIST
PROCUREMENT SERVICES DIVISION
3295 TAMIAMI TRAIL EAST, BLDG C-2
NAPLES, FLORIDA 34112
TELEPHONE: (239) 252-4270
Leeann.Charles@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.
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SOLICITATION PUBLIC NOTICE
REQUEST FOR PROPOSAL (RFP)
NUMBER:
22-7997
PROJECT TITLE: Real Estate Title & Closing Services
DUE DATE: August 10, 2022 at 3:00PM
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 Transportation Management Services and Public Utilities Departments (hereinafter, singularly and collectively,
the “Department”), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, “the 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 (fee, easement, or both); to identify defects and encumbrances (fees, debts,
obligations, easements, 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 high value
purchases) to insure the acquired property against attacks on its title. In rare instances, the County has requested the title company
also conduct the real estate closing and attend to the recording of the pertinent documents.
Historically, County departments have spent an average of approximately $220,000 dollars from February 2018 until March 2022 on
these services; however, this may not be indicative of future buying patterns.
BACKGROUND
Collier County employs title companies for their expertise to protect the County against title fraud and to ensure that the County is
negotiating with persons and/or companies with legal authority to convey the required fee and/or easement parcels needed for its projects
and 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 and record documents.
The County intends to award to multiple firms and issue work assignments on a rotational basis that ensures a relatively even
distribution of work.
TERM OF CONTRACT
The initial contract term shall be three (3) years with two (2) one (1) year renewals. Prices shall remain firm for the initial term of
this contract.
The County intends to award to multiple firms and issue work assignments on a rotational basis that ensures a relatively even
distribution of work.
Surcharges will not be accepted in conjunction with this contract. All charges and costs (except recording fees) should be incorporated
into the pricing structure. Recording fees are the only additional charges that will be allowed.
The County Manager, or designee, may, at his discretion, extend the Agreement under all of the terms and conditions contained in
this Agreement for up to one hundred eighty (180) days. The County Manager, or designee, shall give the Contractor written notice
of the County's intention to extend the Agreement term not less than ten (10) days prior to the end of the Agreement term then in
effect.
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DETAILED SCOPE OF WORK
A. Introductory Information
1. These specifications are intended to provide the information by which prospective vendors may understand the requirements
of Collier County relative to Preparation and Delivery of Title Commitments, issuance of Title Policies, and Real Estate
Closing and Research 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 (utilities, roadway expansion, stormwater management, 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.
2. Step One in the County’s acquisition process is the preparation of legal descriptions and sketches of parcels of land or
easements that the engineers and surveyors have determined are necessary to construct the proposed improvements. Once
these legal descriptions are received, copies are supplied to the real estate appraisers and title companies 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).
3. The County occasionally purchases entire properties. However, 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. These “strip takings” are obviously never already listed for sale. Therefore, our purchase negotiations
take far longer than the average real estate transaction. It can often be ten, or twelve months, or even 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.
4. The County must order its title commitments in advance of reaching an agreement to ensure the County is negotiating with
the persons and/or companies with authority to sell. Therefore, the County does not know at that time whether or not it 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.
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 will only very occasionally order a policy.
5. While the County often requires a title commitment on a single property, more than likely, the County will be involved in a
major public works project that affects many properties at the same time. For this reason, title commitments are often ordered
in numbers (sometimes as many as twenty to forty at once, or even more). Evaluation Criteria No. 3 below addresses the
staggered delivery of title commitments and ownership and encumbrance reports where large numbers are ordered at once.
B. General Requirements
1. All orders shall be acted upon only if in writing either on County letterhead, fax transmittal form or email, and must include
the name of the County employee placing the order.
2. Title Commitments, Ownership and Encumbrance Reports, copies of instruments referenced therein, and all other documents
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 unless pre-approved by
the County.
3. All Title Commitments, Ownership and Encumbrance Reports and Research shall reference the County Project Number and
Project Parcel Number provided with the order.
4. In addition to the terms and conditions governing invoicing contained the Annual Agreement for Real Estate Title and Closing
Services, 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 with the order. Invoices from entities other than the Company under annual contract with the County will not be
paid.
C. Title Commitments
1. Unless a prior title insurance policy is obtained, the chain of title must be based on no less than a 30-year search. Title
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commitments 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 Requirements must list only those requirements necessary to guarantee insurability regardless of whether
a title policy is to be purchased or not.
c. Schedule B-2 Exceptions shall be based on a search without any time limitation. Reporting encumbrances created
back only as far as the date of the last institutional mortgage encumbering the property does not serve the interests of the
County. The County needs to examine all easements and reservations that may limit the right of the County to use the
property, or that may place the County in an inferior position relative to possible facilities conflicts, regardless of when
the encumbrance was first created.
2. Title commitments issued for easement acquisitions shall itemize as a requirement the recording of an easement for the
purpose(s) specified and not a warranty deed.
3. The County may request the Company to issue a title commitment for the entire parent tract or for only a portion of the parent
tract. The County will provide the Company with a legal description of the subject parcel simultaneously with the title work
order.
4. All title commitments must include the results of the Company’s 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 the Company by the County.
6. At the request of the County, the Company shall issue an endorsement or update of a title commitment; and upon the County’s
compliance with the requirements as set forth in Schedule B-1 and payment of the risk premium at the contract rate, the
Company shall issue the County a title policy for levels of coverage equivalent to the values of the interest in real property
acquired by the County.
7. A reissue credit will be given toward the cost of the County’s title policy whenever possible. Therefore, the Company shall
make every reasonable effort to ascertain whether a previous policy exists and to secure a copy of any prior policies for which
a reissue credit can be given.
8. Upon the initial issuance of the title commitment, “Owner’s Amount” (property value) shall state, “TO BE DETERMINED”.
Refer in this regard to the Introductory Information above.
9. The County shall pay no penalty, fee or other charge for failure to order a title policy or utilize the closing services of the
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.
10. Title commitments and updated search reports shall include as attachments legible copies of all instruments referenced in the
title commitment including, but not limited to, state and federal tax liens, ad valorem tax deficiencies and tax sale certificates,
mechanic’s and materialmen’s liens, mortgages and financing statements, judgments, lis pendens, contracts for deed,
recorded leases, easements, covenants and restrictions of record and any other encumbrances 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, the 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, the Company
shall contact the County if there is doubt as to whether said copies or copies of any other voluminous documents are necessary.
11. Delivery of title commitments shall be in accordance with the schedule shown in Evaluation Criteria No. 3 below, where
“delivery schedule” constitutes the total number of business days lapsing between the date of the order and delivery by the
Company of completed title commitments. This delivery schedule shall govern unless an alternate schedule is submitted
with the Bid.
12. The Company shall NOT require a certified survey as a pre-condition to issuance of a title policy.
13. Certificates of Good Standing from the Office of the Secretary of State shall NOT be listed as a Schedule B-I requirement.
The 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.
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14. The recording of corporate resolutions in the public records shall NOT be listed as a Schedule B-I requirement unless special
circumstances exist requiring such recording.
15. For partial acquisitions, 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.
16. The Company shall provide the Property Appraiser’s folio number for the parent tract from which the County seeks an interest
in real property. Where the County furnishes a folio number or ownership information, this is always subject to verification
by the Company. Ad Valorem taxes, both current and delinquent, if any, and Sales Tax Certificates, if any, shall be itemized
in the title commitment.
17. The Company will immediately notify the 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
1. Closing services include the preparation of all documents needed to comply with the Schedule B-1 “Requirements” portion
of the title commitment and the preparation and obtaining of all releases, subordinations, affidavits, estoppels, special
assessments, tax prorations and other documents needed to address those exceptions set out in the Schedule B-II “Exceptions”
portion of the title commitment that are inconsistent with the County’s intended use of the real property rights to be acquired.
The County will identify these exceptions. Closing Services also include preparing and obtaining proper execution of closing
statements and all other documents required to close the real estate transaction and issue the title policy, even if a title policy
is not ordered, in addition to recording all pertinent documents in the Official Records of Collier County.
2. Upon the County concluding and agreement with a property owner, the parcel file may in exceptional circumstances be turned
over to the Company for the preparation of legal instruments, including all releases, subordinations, estoppels, prorations and
other documents. (In almost all instances, the County conducts closings in-house.) The County will furnish a fully executed
copy of the Agreement to the Company, together with any specific instructions that may be required. The County will also
furnish format documents in Microsoft Word that have been approved by the Office of the County Attorney. The Company
will schedule a timely closing date with property owners.
3. The Company must email the closing statement to the Acquisition Specialist for review and approval. Within four weeks
following the County’s approval of the Closing Statement, the County will provide the Company all funds required to Close.
4. The 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 the County. (The percentage of available reissue
credit given for “partial acquisitions” will directly correspond with percentages of the insured property being conveyed to
County). The 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 will be provided to County.
5. In most cases, the 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 the County and requirements of most title underwriters, the Company will email to the
County a copy of the original title policy simultaneously with submission of the invoice for services. The Company will then
deliver the original executed title policy immediately upon receipt of payment from the County. (As an alternative, the
Company can deliver the original title policy simultaneously with submission of the original invoice.)
E. Ownership and Encumbrance Reports (Optional Services)
1. A report entitled “Ownership and Encumbrance Report” in the form of a cover letter identifying: (a) the record title holder
to the subject property, as well as (a) all claims, liens, and other interests in real property attaching to and encumbering the
subject property (mortgages, easements, judgments, mechanic liens, tax certificates, etc.).
2. The chain of title must be based on no less than a thirty-year search. Reported encumbrances shall be based on a search
without any time limitation. The County needs to examine all easements and reservations that may limit the right of the
County to use the property, or that may place the County in an inferior position relative to possible facilities conflicts,
regardless of when the encumbrance was first created.
3. The Company shall provide the Property Appraiser’s folio number for the parent tract from which the County seeks an interest
in real property. Where the County furnishes a folio number or ownership information, this is always subject to verification
by the Company. Ownership & Encumbrance Reports shall include as attachments legible copies of all instruments
referenced therein including state and federal tax liens, ad valorem tax deficiencies and tax sale certificates, mechanic’s and
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materialmen’s liens, mortgages and financing statements, judgments, lis pendens, contracts for deed, recorded leases,
easements, covenants and restrictions of record and any other encumbrances 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, the 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, the Company shall contact the County if there
is doubt as to whether said copies or copies of any other voluminous documents are necessary.
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 (Optional Services)
From time to time, the County has a need for miscellaneous real estate and title research services, such as:
1. A need to review just the vesting document ONLY for each property in a group of properties.
2. A need to review all of the vesting documents and mortgages that have been recorded within a particular time frame,
within a defined geographic boundary.
3. A need to review all vesting documents and recorded public and County easements for a particular road segment or
group of properties.
4. Locating and producing a copy of a vesting document or easement in favor of Collier County that may document the
existence of a public right-of-way and that 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
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materials. Proposals must address the following criteria:
Evaluation Criteria Maximum Points
1. Cover Letter / Management Summary 5 Points
2. Certified Woman and/or 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 before at least three (3) witnesses.
----------------------------------------------------------------------------------------------------------------------------------------------------------
Each criterion and methodology for scoring is further described below.
***Proposals must be assembled, at minimum, in the order of the Evaluation Criteria listed or your
proposal may be deemed non-responsive***
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 WOMAN AND/OR 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 Woman
and/or Minority Business Enterprise.
EVALUATION CRITERIA NO. 3: DELIVERY SCHEDULE (20 Total Points Available/1 Page Limitation)
In this tab, include the delivery schedule for the title commitments to be completed and delivered to the County:
Number of Title Commitments or Ownership &
Encumbrance Reports Ordered
Delivery Schedule
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 ____ Business Days
Updated ____ 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)
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In this criteria, include a price for the services in the table below. (NOTE: The “Ownership and Encumbrance Report” and
“Miscellaneous Real Estate and Title Research Services” categories are services that will be used occasionally and are
optional services.)
DESCRIPTION UNIT COST OF
SERVICES
1 Title Commitment (Upon policy issuance, a credit will
be given to the County in the amount of $___ )
Flat Rate per Commitment $________________
2 Update of Commitment within one year from effective
date (Endorsement to Initial Commitment)
Flat Rate per Update $________________
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 Per $1,000 $________________
3b $100,001 to $1,000,000 real property value Per $1,000 $________________
3c $1,000,001 to $5,000,000 real property value Per $1,000 $________________
3d $5,000,001 to $10,000,000 real property value Per $1,000 $________________
3e Over $10,000,000 real property value Per $1,000 $________________
4 Real Estate Closing Services Flat Rate per Closing $________________
5 Ownership and Encumbrance Report (optional) Flat Rate per Report $________________
6 Miscellaneous Real Estate Title Research Services
(optional)
Per Hour $________________
EVALUATION CRITERIA NO. 5: EXPERIENCE AND CAPACITY OF THE FIRM (20 Total Points Available 2-
page Limitation)
In this criteria, include but not limited to:
• Provide information that documents your firm’s and underwriter’ qualifications to produce the required deliverables,
including abilities, capacity, skill, and financial strength, and number of years of experience in providing the
required services.
• Describe the various team members’ successful experience in working with one another on previous projects.
The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference
forms from clients during a period of the last 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 Form 5. Vendor 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 these criteria, 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 project 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 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.
VENDOR CHECKLIST
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***Vendor should check off each of the following items as the necessary action is completed (please see, Vendor Check List)***
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Packet Pg. 1097 Attachment: Solicitation (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
Selection CommitteeFinal RankingRFP #: 22-7997Title: Real Estate Title & Closing ServicesName of Firm Robert BoschRoosevelt LeonardMichelle Sweet Cindy Erb Karen DancsecTotal Scores Final RankingStewart Title Company77 95 86 95 86439.00 1.0000American Government Services Corporation74 90 85 90 82421.00 2.0000Title Partners of South Florida Inc. 70 80 68 80 59357.00 3.0000Nations Title Agency Of Florida, Inc.56 75 37 51 40259.00 4.0000NOVAD Management Consulting LLC58 80 54 41 21254.00 5.0000Procurement Professional Leeann Charles21-Sep-22Page 1 of 116.A.14.ePacket Pg. 1098Attachment: Final Ranking (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
Notice of Recommended Award
Solicitation: 22-7997 Title: Real Estate Title & Closing Services
Due Date and Time: August 17, 2022 at 3:00 PM
Respondents:
Company Name City County State Final
Ranking
Responsive/Responsible
Stewart Title Company Naples Collier FL 1 Yes/Yes
American Government Services
Corporation
Tampa Hillsborough FL 2 Yes/Yes
Title Partners of South Florida, Inc. Hollywood Broward FL 3 Yes/Yes
Nations Title Agency of Florida, Inc Naples Collier FL 4 Yes/Yes
NOVAD Management Consulting LLC Landover Prince
George’s
MD 5 Yes/Yes
Utilized Local Vendor Preference: Yes No
Recommended Vendor(s) For Award:
On June 15, 2022, the Procurement Services Division issued Request for Proposal (RFP) 22-7997 Real Estate
Title & Closing Services to twelve thousand, twenty-five (12,025) vendors. Forty-two (42) proposal packages
were viewed, and five (5) proposals were received by the August 17, 2022 deadline. Staff reviewed the
proposals received and all five (5) vendors were deemed responsive and responsible.
The Selection Committee convened on September 21, 2022, scored each of the proposals and established a
final ranking, as shown above.
Staff is recommending award to the top three firms, Stewart Title Company, American Government Services,
and Title Partners of South Florida, Inc.
Contract Driven Purchase Order Driven
Required Signatures
Project Manager:
Procurement Strategist:
Procurement Services Director:
__________________________________ _________________
Sandra Herrera Date
DocuSign Envelope ID: 0B266CC0-99BE-490D-9EA0-E1718DED9238
9/26/2022
9/26/2022
9/26/2022
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Packet Pg. 1099 Attachment: NORA Signed (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1100 Attachment: Stewart Title Company Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1101 Attachment: Stewart Title Company Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1106 Attachment: Stewart Title Company Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1110 Attachment: Stewart Title Company Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1111 Attachment: Stewart Title Company Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1112 Attachment: Stewart Title Company Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1113 Attachment: Stewart Title Company Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1114 Attachment: Stewart Title Company Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1115 Attachment: Stewart Title Company Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1116 Attachment: Stewart Title Company Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1119 Attachment: Stewart Title Company Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1120 Attachment: Stewart Title Company Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1121 Attachment: American Government Services Corp Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1122 Attachment: American Government Services Corp Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1123 Attachment: American Government Services Corp Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1128 Attachment: American Government Services Corp Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1129 Attachment: American Government Services Corp Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1131 Attachment: American Government Services Corp Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1136 Attachment: American Government Services Corp Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1137 Attachment: American Government Services Corp Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1138 Attachment: American Government Services Corp Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1139 Attachment: American Government Services Corp Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1140 Attachment: American Government Services Corp Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1141 Attachment: American Government Services Corp Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1142 Attachment: Guaranteed Florida Title Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1143 Attachment: Guaranteed Florida Title Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1160 Attachment: Guaranteed Florida Title Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1162 Attachment: Guaranteed Florida Title Contract (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
Procurement Services Division – 3295 Tamiami Trail East – Naples, Florida 34112-4901
www.colliercountyfl.gov/procurementservices
April 25, 2023
Stewart Title Company
4910 North Tamiami Trail, Ste. 120
Naples, FL 34103
Via Email: Donna.Jacobson@Stewart.com
RE: #17-7200SS Real Estate Title (the “Agreement”)
Notice to Terminate for Convenience
Dear Donna:
Staff is recommending to the Board of County Commissioners (Board) at its April 25, 2023,
meeting to exercise the termination for convenience provision provided in Section 10, of
the above-referenced Agreement, with an effective date of May 25, 2023.
Subject to the Board’s approval of Staff’s recommendation, this letter will serve as the
County’s 30-day Notice to Terminate for Convenience.
Should you have any questions regarding this termination notice please contact us at
(239) 252-8034.
Respectfully,
Sue Zimmerman
Procurement Contracts Manager
cc: Robert Bosch, Manager
ZimmermanSue Digitally signed by
ZimmermanSue
Date: 2023.03.14 13:29:09 -04'00'
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Packet Pg. 1163 Attachment: Notice to Terminate ltr to Stewart (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1164 Attachment: Stewart Title Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1165 Attachment: Stewart Title Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1166 Attachment: Stewart Title Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1168 Attachment: Stewart Title Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1170 Attachment: Stewart Title Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1171 Attachment: Stewart Title Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1172 Attachment: Stewart Title Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1173 Attachment: Stewart Title Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1174 Attachment: Stewart Title Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1175 Attachment: Stewart Title Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
16.A.14.lPacket Pg. 1176Attachment: AGS Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
16.A.14.lPacket Pg. 1177Attachment: AGS Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
16.A.14.lPacket Pg. 1178Attachment: AGS Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1179 Attachment: Guaranteed Florida Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1180 Attachment: Guaranteed Florida Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1181 Attachment: Guaranteed Florida Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1182 Attachment: Guaranteed Florida Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1183 Attachment: Guaranteed Florida Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1184 Attachment: Guaranteed Florida Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1186 Attachment: Guaranteed Florida Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)
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Packet Pg. 1187 Attachment: Guaranteed Florida Certificate of Insurance (24932 : RFP 22-7997, “Real Estate Title & Closing Services,”)