#24-8225 (The Urban Group, Inc.) FIXED FEE PROFESSIONAL SERVICE AGREEMENT
# 24-8225
for
Real Estate Appraisal and Consulting Services
THIS AGREEMENT, made and entered into on this at/ day of , 20a5,
by and between The Urban Group,Inc.
authorized to do business in the State of Florida, whose business address is
1217 E.Broward Boulevard,Suite 100,Ft.Lauderdale,FL.33301 ,(the "Contractor")
and Collier County, a political subdivision of the State of Florida, (the "County"):
WITNESSETH:
1. The Agreement shall be for a three ( 3 ) year period, commencing n
upon the date of Board approval; OF ❑ en ,and terminating on
three ( 3 ) year(s) from that date or until all outstanding Purchase Order(s)
issued prior to the expiration of the Agreement period have been completed or
terminated.
The County may, at its discretion and with the consent of the Contractor, renew
the Agreement under all of the terms and conditions contained in this Agreement
for two ( 2) additional one ( 1 ) year(s) periods. The County shall
give the Contractor written notice of the County's intention to renew the
Agreement term prior to the end of the Agreement term then in effect.
The County Manager, or his designee, may, at his discretion, extend the
Agreement under all of the terms and conditions contained in this Agreement for
up to one hundred and eighty (180) days. The County Manager, or his designee,
shall give the Contractor written notice of the County's intention to extend the
Agreement term prior to the end of the Agreement term then in effect.
2. COMMENCEMENT OF SERVICES. The Contractor shall commence the work
upon issuance of a n Purchase Order ❑ ❑ WOFk--9fde .
3. STATEMENT OF WORK. The Contractor shall provide services in accordance
with the terms and conditions of ❑ ❑ e
ICI Other Invitation for Qualification (IFQ )
# 24-8225 , including all Attachment(s), Exhibit(s) and Addenda and the
Contractor's proposal referred to herein and made an integral part of this
Agreement.
I. The Contractor shall also provide services in accordance with Exhibit A —
Scope of Services attached hereto.
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3.1 This Agreement contains the entire understanding between the parties
and any modifications to this Agreement shall be mutually agreed upon in writing
by the Parties, in compliance with the County's Procurement Ordinance, as
amended, and Procurement Procedures in effect at the time such services are
authorized.
3.2 The execution of this Agreement shall not be a commitment to the
Contractor to order any minimum or maximum amount. The County shall order
items/services as required but makes no guarantee as to the quantity, number,
type or distribution of items/services that will be ordered or required by this
Agreement.
4. THE AGREEMENT SUM. The County shall pay the Contractor for the
performance of this Agreement based on Exhibit B- Fee Schedule, attached
hereto and the price methodology as defined in Section 4.1. Payment will be made
upon receipt of a proper invoice and upon approval by the County's Contract
Administrative Agent/Project Manager, and in compliance with Chapter 218, Fla.
Stats., otherwise known as the "Local Government Prompt Payment Act".
4.1 Price Methodology (as selected below):
n Lump Sum (Fixed Price): A firm fixed total price offering for a project; the risks
are transferred from the County to the contractor; and, as a business practice there
are no hourly or material invoices presented, rather, the contractor must perform
to the satisfaction of the County's project manager before payment for the fixed
price contract is authorized.
❑■ Time and Materials: The County agrees to pay the contractor for the amount
of labor time spent by the contractor's employees and subcontractors to perform
the work (number of hours times hourly rate), and for materials and equipment
used in the project (cost of materials plus the contractor's markup). This
methodology is generally used in projects in which it is not possible to accurately
estimate the size of the project, or when it is expected that the project
requirements would most likely change. As a general business practice, these
contracts include back-up documentation of costs; invoices would include number
of hours worked and billing rate by position (and company (or subcontractor)
timekeeping or payroll records), material or equipment invoices, and other
reimbursable documentation for the project.
or service delivered (i.e. installation price per ton, delivery price per package or
carton, etc.). The invoice must identify the unit price and the number of units
received (no contractor inventory or cost verification).
4.2 Any County agency may obtain services under this Agreement, provided
sufficient funds are included in their budget(s).
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4.3 Payments will be made for services furnished, delivered, and accepted,
upon receipt and approval of invoices submitted on the date of services or within
six (6) months after completion of the Agreement. Any untimely submission of
invoices beyond the specified deadline period is subject to non-payment under the
legal doctrine of "laches" as untimely submitted. Time shall be deemed of the
essence with respect to the timely submission of invoices under this Agreement.
4.4 The County, or any duly authorized agents or representatives of the County,
shall have the right to conduct an audit of Contractor's books and records to verify
the accuracy of the Contractor's claim with respect to Contractor's costs
associated with any Payment Application, Change Order, or Work Directive
Change.
45 n •
•
Mileage
lceakfas4
Awe
class fare
Rental--oar
&g
rate with a cap of no more than $150.00 per
t
Parking Actual cost of parking
Actual cost of either taxi or airport limousine
•
telephone long distance charges, fax charges, photocopying charges and
postage. Reimbursable items will be paid only after Contractor has provided all
receipts. Contractor shall be responsible for all other costs and expenses
5. SALES TAX. Contractor shall pay all sales, consumer, use and other similar taxes
associated with the Work or portions thereof, which are applicable during the
performance of the Work. Collier County, Florida as a political subdivision of the
State of Florida, is exempt from the payment of Florida sales tax to its vendors
under Chapter 212, Florida Statutes, Certificate of Exemption # 85-8015966531C.
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6. NOTICES. All notices from the County to the Contractor shall be deemed duly
served if mailed or emailed to the Contractor at the following:
Company Name: The Urban Group, Inc.
Address: 1217 E.Broward Boulevard,Suite 100
Ft.Lauderdale,FL.33301
Authorized Agent: Robert Miller
Attention Name & Title:
Telephone:
E-Mail(s): rmiller@theurbangroup.com
All Notices from the Contractor to the County shall be deemed duly served if mailed
or emailed to the County to:
Board of County Commissioners for Collier County, Florida
Division Name: Operations&Performance Management Division
Division Director: Darren Hutton
Address: 2685 Horseshoe Drive S,Suite 103
Naples,Florida 34104
Administrative Agent/PM: Lisa Barfield
Telephone: 239-252-5847
E-Mail(s): Lisa.Barfield@colliercountyfl.gov
The Contractor and the County may change the above mailing address at any time
upon giving the other party written notification. All notices under this Agreement
must be in writing.
7. NO PARTNERSHIP. Nothing herein contained shall create or be construed as
creating a partnership between the County and the Contractor or to constitute the
Contractor as an agent of the County.
8. PERMITS: LICENSES: TAXES. In compliance with Section 218.80, F.S., all
permits necessary for the prosecution of the Work shall be obtained by the
Contractor. The County will not be obligated to pay for any permits obtained by
Subcontractors.
Payment for all such permits issued by the County shall be processed internally
by the County. All non-County permits necessary for the prosecution of the Work
shall be procured and paid for by the Contractor. The Contractor shall also be
solely responsible for payment of any and all taxes levied on the Contractor. In
addition, the Contractor shall comply with all rules, regulations and laws of Collier
County, the State of Florida, or the U. S. Government now in force or hereafter
adopted. The Contractor agrees to comply with all laws governing the
responsibility of an employer with respect to persons employed by the Contractor.
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9. NO IMPROPER USE. The Contractor will not use, nor suffer or permit any person
to use in any manner whatsoever, County facilities for any improper, immoral or
offensive purpose, or for any purpose in violation of any federal, state, county or
municipal ordinance, rule, order or regulation, or of any governmental rule or
regulation now in effect or hereafter enacted or adopted. In the event of such
violation by the Contractor or if the County or its authorized representative shall
deem any conduct on the part of the Contractor to be objectionable or improper,
the County shall have the right to suspend the Agreement of the Contractor.
Should the Contractor fail to correct any such violation, conduct, or practice to the
satisfaction of the County within twenty-four (24) hours after receiving notice of
such violation, conduct, or practice, such suspension to continue until the violation
is cured. The Contractor further agrees not to commence operation during the
suspension period until the violation has been corrected to the satisfaction of the
County.
10. TERMINATION. Should the Contractor be found to have failed to perform his
services in a manner satisfactory to the County as per this Agreement, the County
may terminate said Agreement for cause; further the County may terminate this
Agreement for convenience with a thirty (30) day written notice. The County shall
be the sole judge of non-performance.
In the event that the County terminates this Agreement, Contractor's recovery
against the County shall be limited to that portion of the Agreement Amount earned
through the date of termination. The Contractor shall not be entitled to any other
or further recovery against the County, including, but not limited to, any damages
or any anticipated profit on portions of the services not performed.
11. NO DISCRIMINATION.The Contractor agrees that there shall be no discrimination
as to race, sex, color, creed or national origin or any other class protected by
federal or Florida law.
12. INSURANCE. The Contractor shall provide insurance as follows:
A. ❑■ Commercial General Liability: Coverage shall have minimum limits of
$ 1,000,000 Per Occurrence, $2,000,000 aggregate for Bodily Injury
Liability and Property Damage Liability. The General Aggregate Limit shall be
endorsed to apply per project. This shall include Premises and Operations;
Independent Contractors; Products and Completed Operations and Contractual
Liability.
B. • Business Auto Liability: Coverage shall have minimum limits of
$500,000 Per Occurrence, Combined Single Limit for Bodily Injury Liability
and Property Damage Liability. This shall include: Owned Vehicles, Hired and
Non-Owned Vehicles and Employee Non-Ownership.
C. n Workers' Compensation: Insurance covering all employees meeting
Statutory Limits in compliance with the applicable state and federal laws.
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The coverage must include Employers' Liability with a minimum limit of
$100,0oo for each accident.
D. ❑■ Professional Liability: Shall be maintained by the Contractor to ensure its
legal liability for claims arising out of the performance of professional services
under this Agreement. Contractor waives its right of recovery against County as
to any claims under this insurance. Such insurance shall have limits of not less
than $1,000,000 each claim and aggregate.
. n •
per occurrence.
F ❑ •
6:- ❑ W4atevcr-afOoverage shall have minimum limits of $ per147
,
be mal44te ►ed-where applicable to the completion of the work $
per occurrence.
4- ❑ •
d-: ❑
minimum limits of$ per occurrence.
4 I I Fethe }:-Coverage shall have
minimum limits of$ per occurrence.
Special Requirements: Collier County Board of County Commissioners, OR,
Board of County Commissioners in Collier County, OR, Collier County
Government shall be listed as the Certificate Holder and included as an
"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 Contractor's policy shall be endorsed accordingly.
Current, valid insurance policies meeting the requirement herein identified shall be
maintained by Contractor during the duration of this Agreement. The Contractor
shall provide County with certificates of insurance meeting the required insurance
provisions. Renewal certificates shall be sent to the County thirty (30) days prior
to any expiration date. Coverage afforded under the policies will not be canceled
or allowed to expire until the greater of: thirty (30) days prior written notice, or in
accordance with policy provisions. Contractor shall also notify County, in a like
manner, within twenty-four (24) hours after receipt, of any notices of expiration,
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cancellation, non-renewal or material change in coverage or limits received by
Contractor from its insurer, and nothing contained herein shall relieve Contractor
of this requirement to provide notice.
Contractor shall ensure that all subcontractors comply with the same insurance
requirements that the Contractor is required to meet.
13. INDEMNIFICATION. To the maximum extent permitted by Florida law, the
Contractor 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, whether
resulting from any claimed breach of this Agreement by Contractor, any statutory
or regulatory violations, or from personal injury, property damage, direct or
consequential damages, or economic loss, to the extent caused by the negligence,
recklessness, or intentionally wrongful conduct of the Contractor or anyone
employed or utilized by the Contractor in the performance of this Agreement. This
indemnification obligation shall not be construed to negate, abridge or reduce any
other rights or remedies which otherwise may be available to an indemnified party
or person described in this paragraph.
This section does not pertain to any incident arising from the sole negligence of
Collier County.
13.1 The duty to defend under this Article 13 is independent and separate from the
duty to indemnify, and the duty to defend exists regardless of any ultimate liability
of the Contractor, County and any indemnified party. The duty to defend arises
immediately upon presentation of a claim by any party and written notice of such
claim being provided to Contractor. Contractor's obligation to indemnify and defend
under this Article 13 will survive the expiration or earlier termination of this
Agreement until it is determined by final judgment that an action against the County
or an indemnified party for the matter indemnified hereunder is fully and finally
barred by the applicable statute of limitations.
14. AGREEMENT ADMINISTRATION. This Agreement shall be administered on
behalf of the County by the Operations&Performance Management Division
15. CONFLICT OF INTEREST. Contractor represents that it presently has no interest
and shall acquire no interest, either direct or indirect, which would conflict in any
manner with the performance of services required hereunder. Contractor further
represents that no persons having any such interest shall be employed to perform
those services.
16. COMPONENT PARTS OF THIS AGREEMENT. This Agreement consists of the
following component parts, all of which are as fully a part of the Agreement as if
herein set out verbatim: Contractor's Proposal, Insurance Certificate(s), Lk Exhibit
A Scope of Services, Exhibit B Fee Schedule, Exhibit C Affidavit Regarding Labor
and Services ❑ RFP/ ❑ / ❑■ Other Invitation for Qualification
(iFQ ) #24-8225 , including Exhibits, Attachments and
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Addenda/Addendum, ❑ luelat-gttetes and • Other Exhibit/Attachment:
Collier County Supplemental Appraisal Standards
17. APPLICABILITY. Sections corresponding to any checked box (II ) will expressly
apply to the terms of this Agreement.
18. SUBJECT TO APPROPRIATION. It is further understood and agreed by and
between the parties herein that this Agreement is subject to appropriation by the
Board of County Commissioners.
19. PROHIBITION OF GIFTS TO COUNTY EMPLOYEES. No organization or
individual shall offer or give, either directly or indirectly, any favor, gift, loan, fee,
service or other item of value to any County employee, as set forth in Chapter 112,
Part III, Florida Statutes, Collier County Ethics Ordinance No. 2004-05, as
amended, and County Administrative Procedure 5311. Violation of this provision
may result in one or more of the following consequences: a. Prohibition by the
individual, firm, and/or any employee of the firm from contact with County staff for
a specified period of time; b. Prohibition by the individual and/or firm from doing
business with the County for a specified period of time, including but not limited to:
submitting bids, RFP, and/or quotes; and, c. immediate termination of any
Agreement held by the individual and/or firm for cause.
20. COMPLIANCE WITH LAWS. By executing and entering into this Agreement, the
Contractor is formally acknowledging without exception or stipulation that it agrees
to comply, at its own expense, with all federal, state and local laws, codes, statutes,
ordinances, rules, regulations and requirements applicable to this Agreement,
including but not limited to those dealing with the Immigration Reform and Control
Act of 1986 as located at 8 U.S.C. 1324, et seq. and regulations relating thereto,
as either may be amended, as well as the requirements set forth in Florida Statue,
§448.095; taxation, workers' compensation, equal employment and safety
including, but not limited to, the Trench Safety Act, Chapter 553, Florida Statutes,
and the Florida Public Records Law Chapter 119, if applicable, including
specifically those contractual requirements at F.S. § 119.0701(2)(a)-(b) as stated
as follows:
IT IS THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC
RECORDS RELATING TO THIS CONTRACT. IF THE
CONTRACTOR HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, IT
SHOULD CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT:
Division of Communications, Government and Public Affairs
3299 Tamiami Trail East, Suite 102
Naples, FL 34112-5746
Telephone: (239) 252-8999
Email: PublicRecordRequest(.lcolliercountyfl.gov
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The Contractor must specifically comply with the Florida Public Records Law to:
1. Keep and maintain public records required by the public agency to
perform the service.
2. Upon request from the public agency's custodian of public records,
provide the public agency with a copy of the requested records or allow
the records to be inspected or copied within a reasonable time at a cost
that does not exceed the cost provided in this chapter or as otherwise
provided by law.
3. Ensure that public records that are exempt or confidential and exempt
from public records disclosure requirements are not disclosed except as
authorized by law for the duration of the contract term and following
completion of the contract if the Contractor does not transfer the records
to the public agency.
4. Upon completion of the contract, transfer, at no cost, to the public agency
all public records in possession of the Contractor or keep and maintain
public records required by the public agency to perform the service. If the
Contractor transfers all public records to the public agency upon
completion of the contract, the Contractor shall destroy any duplicate
public records that are exempt or confidential and exempt from public
records disclosure requirements. If the Contractor keeps and maintains
public records upon completion of the contract, the Contractor shall meet
all applicable requirements for retaining public records. All records stored
electronically must be provided to the public agency, upon request from
the public agency's custodian of public records, in a format that is
compatible with the information technology systems of the public agency.
If Contractor observes that the Contract Documents are at variance therewith, it
shall promptly notify the County in writing. Failure by the Contractor to comply with
the laws referenced herein shall constitute a breach of this Agreement and the
County shall have the discretion to unilaterally terminate this Agreement
immediately.
21. OFFER EXTENDED TO OTHER GOVERNMENTAL ENTITIES. Collier County
encourages and agrees to the successful Contractor extending the pricing, terms and
conditions of this solicitation or resultant Agreement to other governmental entities at
the discretion of the successful Contractor.
22. AGREEMENT TERMS. If any portion of this Agreement is held to be void, invalid, or
otherwise unenforceable, in whole or in part, the remaining portion of this Agreement
shall remain in effect.
23. ADDITIONAL ITEMS/SERVICES. Additional items and/or services may be added to
this Agreement in compliance with the Procurement Ordinance, as amended, and
Procurement Procedures.
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24. DISPUTE RESOLUTION. Prior to the initiation of any action or proceeding permitted
by this Agreement to resolve disputes between the parties, the parties shall make a
good faith effort to resolve any such disputes by negotiation. The negotiation shall be
attended by representatives of Contractor with full decision-making authority and by
County's staff person who would make the presentation of any settlement reached
during negotiations to County for approval. Failing resolution, and prior to the
commencement of depositions in any litigation between the parties arising out of this
Agreement, the parties shall attempt to resolve the dispute through Mediation before
an agreed-upon Circuit Court Mediator certified by the State of Florida. The mediation
shall be attended by representatives of Contractor with full decision-making authority
and by County's staff person who would make the presentation of any settlement
reached at mediation to County's board for approval. Should either party fail to submit
to mediation as required hereunder, the other party may obtain a court order requiring
mediation under section 44.102, Fla. Stat.
25. VENUE. Any suit or action brought by either party to this Agreement against the other
party relating to or arising out of this Agreement must be brought in the appropriate
federal or state courts in Collier County, Florida, which courts have sole and exclusive
jurisdiction on all such matters.
26. E uEv RERS N N be-a tiltzed-#er
adequate to meet the required service dates. The Contractor shall not change Key
Personnel unless th
substantially the same or better qualifications and/or experience. (2) that the County
• AGREEMENT STAFFING. The Contractor's personnel and management to be
utilized for this Agreement shall be knowledgeable in their areas of expertise. The
County reserves the right to perform investigations as may be deemed necessary to
ensure that competent persons will be utilized in the performance of the Agreement.
The Contractor shall assign as many people as necessary to complete required
services on a timely basis, and each person assigned shall be available for an amount
of time adequate to meet required services.
27. I■I ORDER OF PRECEDENCE. In the event of any conflict between or among the
terms of any of the Contract Documents, the terms of solicitation the Contractor's
Proposal, and/or the County's Board approved Executive Summary, the Contract
Documents shall take precedence.
•
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a
terms of the Contract Documents cannot be resolved by application of the
V or +ct #all be resolved-by
imposing-the more strict or cos
28. ASSIGNMENT. Contractor shall not assign this Agreement or any part thereof,without
the prior consent in writing of the County. Any attempt to assign or otherwise transfer
this Agreement, or any part herein, without the County's consent, shall be void. If
Contractor does, with approval, assign this Agreement or any part thereof, it shall
require that its assignee be bound to it and to assume toward Contractor all of the
obligations and responsibilities that Contractor has assumed toward the County.
29. SECURITY. The Contractor is required to comply with County Ordinance 2004-52, as
amended. Background checks are valid for five (5) years and the Contractor shall be
responsible for all associated costs. If required, Contractor shall be responsible for the
costs of providing background checks by the Collier County Facilities Management
Division for all employees that shall provide services to the County under this
Agreement. This may include, but not be limited to, checking federal, state and local
law enforcement records, including a state and FBI fingerprint check, credit reports,
education, residence and employment verifications and other related records.
Contractor shall be required to maintain records on each employee and make them
available to the County for at least four (4) years. All of Contractor's employees and
subcontractors must wear Collier County Government Identification badges at all times
while performing services on County facilities and properties. Contractor ID badges
are valid for one (1) year from the date of issuance and can be renewed each year at
no cost to the Contractor during the time period in which their background check is
valid, as discussed below. All technicians shall have on their shirts the name of the
contractor's business.
The Contractor shall immediately notify the Collier County Facilities Management
Division via e-mail (DL-FMOPS(a�colliercountyfl.gov)whenever an employee assigned
to Collier County separates from their employment. This notification is critical to ensure
the continued security of Collier County facilities and systems. Failure to notify within
four (4) hours of separation may result in a deduction of$500 per incident.
Collier County Sheriff's Office (CCSO) requires separate fingerprinting prior to work
being performed in any of their locations. This will be coordinated upon award of the
contract. If there are additional fees for this process, the Contractor is responsible for
all costs.
(Intentionally left blank-signature page to follow)
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CJ�
IN WITNESS WHEREOF, the parties hereto, by an authorized person or agent, have
executed this Agreement on the date and year first written above.
ATTEST: BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
Crystal K. Kinzel, Clerk of the Circuit
Court and Gornp,troller
By:- t` ,r Q-c-h dC By:
st as to Chairman s Bu L. sunders , Chair
Dated: / 441/....4.4€41.4—
, tte
[ Nsignature only A
', (SEAL} r
Contractor's Witnesses:
The Urban Group,Inc.
Contractor
Y•
9ri-V.V1
tractor'sWitness ature
' '3 ----- _ ni1 bI4A Vtct- V.E.,a.ok.7r-
(Uu t. Z.d, TType/print signature and titleT
TTy e/print witness nameT
e
Contractor's Second Witness
13P ririY L'\Zi'.Q.uS
TType/print witness name
ed as to m nd Legality:
A :
ounty ttorney
A_
Print Na e
Am-
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Fixed Price Professional Service Agreement f loo,
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1., 0
Exhibit A
Scope of Services
n following this page (containing 5 page/s)
I I this exhibit is not applicable
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#24-8225 "Real Estate Appraisal and Consulting Services"
Exhibit A—Scope of Services
Award Criteria
This agreement is to be awarded to a pool of firms for Categories A—G,for a total of seven(7)categories as shown below:
Category A: Residential Properties
RKL Appraisal and Consulting,PLC.
Carroll&Carroll Appraisers&Consultants,LLC
Maxwell,Hendry&Simmons,LLC
Category B: Mixed residential,complex residential,commercial,industrial,or agricultural property
RKL Appraisal and Consulting,PLC
Carroll&Carroll Appraisers&Consultants,LLC
Maxwell,Hendry&Simmons,LLC
KOVA Appraisal&Consulting Services,LLC dba Carlson Norris&Associates
Category C:Eminent domain residential properties
RKL Appraisal and Consulting,PLC
Carroll&Carroll Appraisers&Consultants,LLC
Maxwell,Hendry&Simmons,LLC
CBRE,Inc.
Anderson&Carr,Inc.
Category D: Eminent domain mixed residential, complex residential, commercial, or industrial appraisal services, or
acquisitions subject to the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970
RKL Appraisal and Consulting,PLC
Carroll&Carroll Appraisers&Consultants,LLC
Maxwell,Hendry&Simmons,LLC
Anderson&Carr,Inc.
CBRE,Inc.
The Urban Group,Inc.
Category E:Appraisal damage studies to estimate the impacts of partial takings on parent tracts
RKL Appraisal and Consulting,PLC
Carroll&Carroll Appraisers&Consultants,LLC
Category F:FEMA and insurance purposes
RKL Appraisal and Consulting,PLC
Carroll&Carroll Appraisers&Consultants,LLC
Maxwell,Hendry&Simmons,LLC
Anderson&Carr,Inc.
Category G:The Valuation of Lands with conservation issues,acquisitions for Conservation Collier,or acquisitions ordered
by Real Property Management other than those for FEMA or insurance purposes
RKL Appraisal and Consulting,PLC
Maxwell,Hendry&Simmons,LLC
Carroll&Carroll Appraisers&Consultants,LLC
KOVA Appraisal&Consulting Services,LLC dba Carlson Norris&Associates
Anderson&Carr,Inc.
CBRE,Inc.
Page 1 of 5
Exhibit A—Scope of Services CAO
Scope of Services
Collier County and the Collier County Water-Sewer District(County)actively participate in continual land acquisition endeavors to
facilitate road projects,utility initiatives,the preservation of Conservation Collier lands,and other essential governmental requisites.
An integral aspect of these endeavors entails the execution of appraisals and associated appraisal services.
Services to be provided may include but not limited to:
• Developing and reporting real estate appraisals or appraisal review.
• Development and reporting on damage studies including related consultation.
• Development and reporting of cost estimates or appraisals for FEMA and insurance purposes.
• Performing market rate and rent studies.
• Site selection studies and related consultation.
• Scheduling subcontractors in harmony with the owners,tenants,and County operations.
• Attending or consulting at mediation and settlement conference.
• Testifying in eminent domain proceedings(hearings,depositions,and trials).
• Any other service or cost related to litigation (such as but not limited to preparation of trial appraisals, travel and
reimbursable expenses,trial preparation,pretrial consultation,and preparation of exhibits,etc.).
It is the intent to award this IFQ to a pool of vendors for each of the Categories (A through G) outlined below. County staff will
request quotes for future assignments with a value up to$350,000 from all awarded Firms in a Category. The awardees are expected
to submit quotes or responses for each Request for Quotation that will be issued under this contract,for the duration of the contract.
Repeatedly failing to submit a quote,when requested,may result in the removal of the awardee from the contract pool.
A. Quoting Procedure:
The procedure for obtaining quotes from the awarded appraisers or appraiser firms(Firms)is outlined below:
1. A summary of the appraisal services, scope of work, quote schedule, etc. will be provided to all awarded Firms in a
Category.Completion time may be specified in the Request for Quotation.
2. The County will set the required response time for each assignment,but the Firms will be given a minimum of five(5)
business days to provide a quote. Other assignments may require a longer quoting period to allow for proper
coordination.
3. Firms shall provide a quote that may be comprised of unit prices,hourly rates and/or lump sum amounts based on the
quote schedule provided.
4. The County will review all quotes received by the given due date and may negotiate with the Firm who submits the
lowest quote,if outside the budget.
No single assignment may exceed$350,000.
5. The Firm will commence work upon the County's issuance of a Purchase Order.The Firm agrees that any Purchase
Order that extends beyond the expiration date of the resultant contract will survive and remain subject to the terms and
conditions of the resultant contract until the completion or termination of work.
B. Changes in the Work:
The County shall have the right at any time during the progress of the associated project to increase or decrease the work.
Promptly after being notified of a change,the Firm shall provide the County with a Time and Materials Not-to-exceed(T&M
NTE)proposal for any changes in the work. The Firm shall commence with that work upon County's issuance of a Purchase
Order Modification.
C. Invoices:
All invoices should be submitted directly to the clerk and reference the original purchase order.
All T&M NTE work assignments will utilize a fee schedule. Fee schedule rates for additions or deletions to the original
work assignment will be negotiated with the awarded Firm and will be added to the contract for utilization.Firm(s)shall be
required to provide backup documentation of time by providing invoices and receipts(for materials)at the time of invoice
submission.
D. Categories:
The County intends to create a pool of certified appraisers to provide appraisal services for each of the following categories:
Page 2 of 5
Exhibit A—Scope of Services
CAO
Category Description
A Residential properties
e Mixed residential, complex residential, commercial, industrial, or
agricultural property
C Eminent domain residential properties
D Eminent domain mixed residential, complex residential, commercial, or
industrial appraisal services, or acquisitions subject to the Uniform
Relocation Assistance and Real Property Acquisition Policies Act of 1970
E Appraisal damage studies to estimate the impacts of partial takings on
parent tracts.
F FEMA and insurance purposes.
G Lands with conservation issues, acquisitions for Conservation Collier, or
acquisitions ordered by Real Property Management other than those for
FEMA or insurance purposes.
E. General Requirements:
1. A Firm must be qualified and is directly responsible for 100%of the contracted work. Should subcontractors be
required to support the valuation process,the Firm is directly responsible for overseeing,monitoring,and ensuring
adherence to the project's schedule,cost,scope of work,plans,and quality specifications on behalf of the County.
2. A Firm must notify the County and refrain from offering quotes for a particular assignment unless they have the
readiness and ability to proficiently fulfill the assignment and its subsequent follow up services.
3. A Firm must notify the County and refrain from offering quotes if there is a conflict of interest such as an
association with the property or an owner.
4. All appraisals and reports must first be submitted electronically in DRAFT to the County Staff requester. Once
the County has reviewed and approved the appraisal,the appraiser will be asked to electronically submit a final
signed copy of the appraisal. Once the final signed version of the appraisal is received,the appraiser may submit
an invoice to be reviewed/approved and processed for payment. A Purchase Order number must appear on each
invoice.
5. All services,materials,and equipment shall comply fully with all Local,State and Federal laws and regulations.
6. Appraisal assignments are required to comply with the current Uniform Standards of Professional Appraisal
Practice (USPAP), as supplemented by Exhibit A — COLLIER COUNTY SUPPLEMENTAL APPRAISAL
STANDARDS.
F. Category A-Additional Requirements:
1. All appraisal reports must be signed by a state-certified real estate appraiser with one of the following
designations/certifications MAI or SRA(Appraisal Institute),ASA(American Society of Appraisers)or R/W-AC
(IRWA).
2. Expert Testimony is required to be given by a state-certified real estate appraiser with one of the following
designations/certifications MAI or SRA(Appraisal Institute),ASA(American Society of Appraisers)or R/W-AC
(IRWA).
3. Required experience with the valuation of 1-4 residential units,full acquisitions,partial acquisitions, and partial
interests.
G. Category B-Additional Requirements:
1. All appraisal work and reports should be substantially completed by a state-certified general real estate
appraiser.
2. Expert Testimony is required to be given by a state-certified general real estate appraiser with one of the
following designations/certifications MAI or SRA(Appraisal Institute),ASA(American Society of Appraisers)or
R/W-AC(IRWA).
Page 3 of 5
Exhibit A—Scope of Services CAO
3. Preferred experience with commercial, industrial and agricultural properties; also, the valuation of land swap
agreements,properties affected by conservation issues(wetland or/and presence of endangered species),or other
complex issues regardless of property type.
H. Category C-Additional Requirements:
1. All appraisal work and reports must be substantially completed by a state-certified general real estate appraiser
with one of the following designations/certifications MAI (Appraisal Institute) or SRA,ASA (American Society
of Appraisers)or R/W-AC(IRWA).
2. Expert Testimony is required to be given by a state-certified general real estate appraiser with any of the
following designations/certifications MAI or SRA(Appraisal Institute),ASA(American Society of Appraisers)or
R/W-AC(IRWA).
3. Preferred experience with layered easements,the valuation of properties subject to the Uniform Relocation Act,
land swap agreements,or lands affected by conservation issues(wetland or/and presence of endangered species),
or other complex issues.
I. Category D-Additional Requirements:
1. All appraisal work and reports must be completed by a state-certified general real estate appraiser with any of
the following designations/certifications MAI or SRA(Appraisal Institute),ASA(American Society of Appraisers)
or R/W-AC(IRWA).
2. Expert Testimony is required to be given by a state-certified general real estate appraiser with any of the
following designations/certifications MAI or SRA(Appraisal Institute),ASA(American Society of Appraisers)or
R/W-AC(IRWA).
3. Required experience with commercial,industrial and agricultural properties with layered easements,the valuation
of properties subject to the Uniform Relocation Act, land swap agreements, or lands affected by conservation
issues(wetland or/and presence of endangered species),and other complex issues.
J. Category E-Additional Requirements:
1. All appraisal damage studies must be completed by a state-certified general real estate appraiser with any of the
following designations/certifications MAI or SRA(Appraisal Institute),ASA(American Society of Appraisers)or
R/W-AC(IRWA).
2. Expert Testimony is required to be given by a state-certified general real estate appraiser with any of the
following designations/certifications MAI or SRA(Appraisal Institute),ASA(American Society of Appraisers)or
R/W-AC(IRWA).
3. Required extensive experience with the use of paired sales analysis,as well as preferred experience with regression
analysis.
K. Category F-Additional Requirements:
1. All appraisal work and reports should be substantially completed by a state-certified general real estate
appraiser.
2. Expert Testimony is required to be given by a state-certified general real estate appraiser with a MAI designation
from the Appraisal Institute.
3. Preferred experience with cost estimation,FEMA and insurance appraisals.
L. Category G-Additional Requirements:
1. All appraisal work and reports should be substantially completed by a state-certified general real estate
appraiser.
Page 4 of 5
Exhibit A—Scope of Services
,A�
2. Expert Testimony is required to be given by a state-certified general real estate appraiser with a MAI designation
from the Appraisal Institute.
3. Preferred extensive experience with commercial, industrial and agricultural properties; also, the valuation of
properties affected by conservation issues (wetland or/and presence of endangered species) and Conservation
Collier purchasing requirements.
Page 5 of 5
Exhibit A—Scope of Services
OAO
Exhibit B
Fee Schedule
following this page (pages 1 through 1 )
Page 14 of 16
Fixed Price Professional Service Agreement
[2025_ver.1]
GAO
Fee Schedule
Category Hourly Rate
Appraiser(Designated*) $195.00
Appraiser(Certified) $175.00
Appraiser(Trainee) $115.00
Expert Witness $250.00
Research/Administrative Staff $95.00
Consultant(Senior) $175.00
Consultant(Other) $175.00
*MAI or SRA(Appraisal Institute),ASA(American Society of Appraisers)or R/W-AC(IRWA)
Pricing shall be inclusive of all travel expenses and shall be full compensation for all work done.
This list is not intended to be all inclusive. Hourly rate fees for other categories of professional,
support and other services shall be mutually negotiated by the County and firm on a project-by-
project basis as needed.
CAO
Exhibit C
Affidavit Regarding Labor and Services
following this page
Page 15 of 16
Fixed Price Professional Service Agreement
[2025_ver.l]
AFFIDAVIT REGARDING LABOR AND SERVICES
Effective July 1, 2024, pursuant to § 787.06(13), Florida Statutes, when a contract is executed, renewed, or extended
between a nongovernmental entity and a governmental entity, the nongovernmental entity must provide the
governmental entity with an affidavit signed by an officer or a representative of the nongovernmental entity under
penalty of perjury attesting that the nongovernmental entity does not use coercion for labor or services.
Nongovernmental Entity's Name: -Ili_ (,(,,eit t ,rU..f % -
Address: /Al? 5. atow,i-IC-o ds(YD pr.44moonerte. A 333o I
Phone Number: ffy-,1`'sz_G
Authorized Representative's Name: fRoe)Gcx a_M. //6-R
Authorized Representative's Title: Vs t 2 At tj,/3 p7
Email Address: R m :t.iE,e Q - L444,,) q�ur s ago
AFFIDAVIT `!
I, r--24h trt2- rn. 1 4`✓` (Name of Authorized Representative), as authorized representative attest
that (,(R,Arm► t,t v "3r t (Name of Nongovernmental Entity) does not use coercion for labor or
services as defined in §787.06, Florida Statutes.
Under penal of perjury I declare that I have read the foregoing Affidavit and that the facts stated in it are true.
/ .� 3—I
(Signature of authorized representative) Date
STATE OF VLoet c 4
COUNTY OF Fit2Otuq A
Sworn to(or affirmed) and subscribed before me, by means of �ysical presence or El online notarization this
12 day of/) 4gcg , 20Z5,by(?.ArerD•Miler,.
,Iles_(Name of Affiant),who produced their
as identification oorrare personally known to me.
N Public t/ , 4ira'!p4," JOHN FRANCIS ZINK
'+r �`A`: Notary Public•State of Florida
)1^ / 2=7 =. "l„el! Commission K NH 388915
1// Y lG of n;,, My Comm.Expires May 6,2027
Commission Expires I Bonded through National Notary Assn.
Personally Known OR Produced Identification 0]
Type of Identification Produced:
CONTRACT,RENEWAL,OR EXTENSION REQUEST FORM Version:2025.1
Ct O
Other Exhibit/Attachment
Description: Collier County Supplemental Appraisal Standards
• following this page (pages 1 through 3 )
❑ this exhibit is not applicable
Page 16 of 16
Fixed Price Professional Service Agreement
[2025_ver.1]
CAO
COLLIER COUNTY SUPPLEMENTAL APPRAISAL REQUIREMENT STANDARDS
(A Supplement to the Uniform Standards of Professional Appraisal Practice)
Narrative-form appraisal reports are frequently the preferred report format. Alternative report formats
commonly utilized must be agreed to by the County. The following standards governing the preparation of
written appraisal reports for Collier County, Florida are intended to clarify the expectations for the content
of written appraisal reports prepared for the County. Where there may seem to be a conflict between these
standards and the scope of any assignment undertaken for the County, the appraiser should consult with
the County Division that requested the appraisal for further clarification. Each appraiser and appraisal firm
qualified to provide appraisal services is responsible for obtaining and maintaining a current copy of the
Uniform Standards of Professional Appraisal Practice (USPAP).
DATE OF VALUE
Unless a retrospective appraisal with a previous date of value was specifically ordered, or unless the
appraiser has been specifically instructed otherwise (as for a date-of-deposit appraisal), the date of value
of the appraisal, being the appraiser's last inspection of the subject property, shall be within two (2)weeks
of the date of submission of the draft appraisal report.
STRUCTURES
Where all or a portion of a structure is located on the real estate being acquired by the County,the appraiser
shall include the following information in the narrative description of the property: [a] a statement as to the
character (residential or business) of the structure's occupant(s); [b] the name(s) of the occupant(s); and
[c] a statement as to the legal status of the occupant(tenant with or without lease, owner-occupant, etc.)
PHOTOGRAGHS
When an exterior inspection is done, photographs capturing,at minimum,the front, back,and a street scene
of any improvement on the real estate being appraised should be included in the report. Additionally, if an
interior inspection is done, photographs capturing, at minimum, the kitchen, all bathrooms, main living
areas, as well as any examples of deferred maintenance, recent restoration, or remodeling should be
included. If the appraisal is for a partial acquisition, then photographs of the acquisition area and all
improvements in the acquisition area should be included.
SALES LOCATION MAPS
Each written appraisal report shall contain at least one map of the comparable sales analyzed during the
development of the appraisal. If the comparable sales cover such an extensive geographic area that a one-
page map would be obscure, then more than one map is encouraged, each at a scale which is legible to
the reader, i.e., where common streets, rivers, canals, city blocks, etc. are recognizable.
SALES DATA SHEETS
Sales Data Sheets must be accompanied by a location map which clearly shows the comparable sale
property in relation to its neighborhood (which map may appear on the same page as the sales data). The
following information must be readily apparent from a review of the map and/or the written information
provided:
o Date of sale and recording data-Grantor/Grantee and type of conveyance instrument. If the sale
property is in a County besides Collier, a copy of the deed of transfer must be provided as well.
o Location and legal description (a copy of the deed of transfer may be included with the sales data
sheet precluding the need to reprint the property's legal description).
o Parcel size, access, and road frontage (if applicable).
o Present use and description of improvements (if any).
CAA
o Zoning.
o Existing and available utilities.
o Sale price, financing, cash equivalent price, and unit price.
o Verification data: parties to the transaction, comments on the motivation of the parties, comments
as to how the parties allocated value among the land and various improvements (if available).
o Appraiser's comments.
SALES GRIDS
Each appraisal report shall contain a table of the sales most relied upon by the appraiser in reaching a final
value reconciliation. This table (a/k/a"sales grid") must identify each sale by name, include the date of the
sale, the size of the sale property, zoning, purchase price, unit price (and where appropriate, the price per
dwelling unit), and a column or row for each item of comparison for which adjustments were made by the
appraiser. The sales grid must also contain a column or row to show the subject's attributes in comparison
with the most-relied-upon sales.
ADJUSTMENTS TO COMPARABLE SALES
All appraisal reports prepared for the County shall contain a detailed narrative explaining the adjustments
made to the comparable sales including the appraiser's reasoning and the data which forms the basis for
the extent of each adjustment.
ROUNDING
All numbers below$1,000 will be rounded to the nearest $50 increment. All numbers above $1,000 and
below$100,000 will be rounded to the nearest$100 increment. Everything over$100,000 will be rounded
to the nearest$1,000 increment.
OWNER CONTACT
For acquisition appraisals, the appraiser shall contact the property owner to allow an opportunity for the
owner or designated representative to accompany the appraiser during the inspection of the property. The
appraiser shall include a statement within the appraisal report that describes the date of contact,with whom,
and by what method (i.e.telephone, in person, email or other writing). Any written notice to the owner shall
include a statement that the appraiser(and subcontractors,where applicable)will be required to enter upon
the property or a portion thereof for appraisal purposes and that such entry is authorized by Section 127.01,
read with Section 337.274, Florida Statutes. A copy of the notice shall be included in the appraisal report.
PARENT TRACT
After application of the three common tests to determine the parent tract for the subject property(contiguity,
unity of use, and unity of ownership), the appraiser must include a sketch of the whole property in the
appraisal report; and, in the case of a partial taking, must show on the sketch the part being acquired by
the County. Unless Collier County provides the appraiser with a parent tract determination and an area
calculation for the parent tract, it is the responsibility of the appraiser to calculate the area of the parent
tract.
PARTIAL TAKINGS
Areas (in general) - While the area of the part being acquired will be provided by the County, it is the
responsibility of the appraiser to calculate the area of the remainder tract.
Areas(easements)- Remainder areas should be the same after the taking of easements as the area of the
parent tract prior to the taking. The value after the taking should reflect that a portion of the parent tract is
encumbered by the easement taken by the County.
Cost-to-cure Severance Damages—In cases of pending condemnation or federal government involvement
in an acquisition, appraisals should account for severance damages to remainder property. There must be
damage to the remainder real estate before a cure can be applied. Damages must be supported with
market data and specified in dollar terms. Without this supporting documentation, Collier County cannot
be assured that the cost of the cure will be less than the damages to which the property owner would
CAO
otherwise be entitled.
If the cure chosen by the appraiser includes a payment to the property owner to re-establish, construct, or
install a feature upon the remainder, for which the property owner has been compensated in the value of
the part taken, then the compensation for the taken feature shall be deducted from the total compensation
due the property owner. For instance, if the compensation covers the depreciated replacement cost of
fencing within the area subject to acquisition, and the proposed cure involves installing fencing on the
remainder property to replace what was taken by the County, the depreciated replacement cost of the
fencing already compensated must be subtracted from the overall compensation owed to the property
owner.
To avoid disputes over the quality of relocation work performed by the County or its contractors, Collier
County may seek to limit its liability by paying the value of the part taken for everything within the take area,
and/or by paying the owner to relocate certain improvements onto the remainder at a location of their
choosing.
Land and Affected Improvements Only on Improved Parcels - If it is the appraiser's judgment that the
primary improvements located upon the remainder property are unaffected by the taking, and after
consideration of the possibility of any damages accruing to the remainder property, the Appraiser may elect
to prepare a before and after estimate of the value of the land only. Such before and after values must be
clearly labeled in the appraisal report; and such an appraisal report must contain an explanation and brief
discussion of the factors considered in electing not to appraise the value of the property as improved in
both the before and after situations. A comprehensive narrative description and photographs depicting the
improvements on the remainder area should still be included in the report.
Signs - Should a trade sign or income producing sign be discovered within the taking area, the appraiser
should consult with the County for specific instructions on valuation and/or compensation regarding the
signage. When preparing an appraisal report for condemnation, the appraiser should include the
depreciated replacement cost of the signage in the total estimate of compensation due the property owner.
A cost to cure the damage resulting from the absence of the sign is then.
Special Benefits - The appraiser should consult with the County prior to assigning special benefits to a
remainder property.
CAO