Agenda 01/09/2018 Item #16B 101/09/2018
EXECUTIVE SUMMARY
Recommendation that the Board of County Commissioners, acting as the Community
Redevelopment Agency Board (CRAB), award RFP #17-7050 Bayshore Gateway Triangle CRA
Redevelopment Plan Update to TOA Design Group, LLC in the amount of $142,730 and authorize
the Chair to execute the attached contract.
OBJECTIVE: On June 13, 2000, the Collier County Board of County Commissioners (BCC) adopted
the Collier County Community Redevelopment Plan, which established the guidelines and framework to
implement redevelopment strategies for the area. Since inception of the 2000 plan several projects have
been implement and updates to the Collier County Land Development Code have been adopted. The
vision for the area has evolved over time and there is a need to update the 2000 plan to reflect the current
conditions and identify strategies to continue to redevelop the area.
CONSIDERATIONS: On December 8, 2016 the Bayshore Gateway Triangle CRA, through the
Procurement Services Division released a Request for Proposal (“RFP”) No. 17-7050 to 583 firms to
update the redevelopment plan for the Bayshore Community Redevelopment Area. Fifty solicitation
packages were downloaded. On January 11, 2017 four proposals were received: TOA Design Group
LLC; Calvin, Giordana & Associates; Redevelopment Management Associates; and PMG Associates.
The RFP was a non-Consultant Competitive Negotiation Act “CCNA” solicitation and the local vendor
preference was utilized, as required by the Procurement Ordinance. The selection committee ranked
TOA Design Group, LLC as number one and the local vendor preference was not a determining factor.
The final scope and fees were negotiated as presented in the contract. The scope of the work is scheduled
to be completed within 280 days from Notice to Proceed.
FISCAL IMPACT: Funding for this project is in Fund 187, the Bayshore Gateway Triangle Trust Fund
Y18 Budget Other Contractual Services.
GROWTH MANAGEMENT IMPACT: The scope of the contract includes meetings with the Growth
Management Staff and a task to recommend amendments to the Comprehensive Plan and Zoning
Regulations necessary to further the updated goals and objectives. The final draft plan will be reviewed
for consistency with the Collier County Comprehensive Plan.
ADVISORY COMMITTEE RECOMMENDATIONS: The Bayshore Gateway Triangle CRA
Advisory Board recommended approval of this item 8-0 at the November 7, 2017 meeting.
LEGAL CONSIDERATIONS: This item is approved as to form and legality, and requires majority
vote for approval. - SRT
RECOMMENDATION: Recommendation to award RFP#17-750 to TOA Design Group, LLC in the
amount of $142,730 from the Bayshore Gateway Triangle Trust Fund (Fund 187), Other Contractual
Services budget; authorize the Chair to sign the attached contract, and declare the plan update as serving
a valid public purpose.
Prepared by: Debrah Forester, CRA Director
ATTACHMENT(S)
1. 17-7050 Bayshore Gatway_Agreement_CAO and_Vendor Signed (PDF)
2. [Linked] 17-7050 Tindale Oliver Design RFP Response (PDF)
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3. 17-7050 Final Ranking of Proposals (PDF)
4. 17-7050 Notice of Recommended Award (PDF)
5. RFP 17-7050 Solicitation (PDF)
6. RFP addendum #1 (PDF)
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.B.1
Doc ID: 4233
Item Summary: Recommendation that the Board of County Commissioners, acting as the
Community Redevelopment Agency Board (CRAB), award RFP #17-7050 Bayshore Gateway Triangle
CRA Redevelopment Plan Update to TOA Design Group, LLC in the amount of $142,730 and authorize
the Chairman to execute the attached contract.
Meeting Date: 01/09/2018
Prepared by:
Title: – County Manager's Office
Name: Debrah Forester
12/13/2017 12:11 PM
Submitted by:
Title: – County Manager's Office
Name: Debrah Forester
12/13/2017 12:11 PM
Approved By:
Review:
County Manager's Office Debrah Forester Director - CRAs Completed 12/13/2017 12:12 PM
Procurement Services Opal Vann Level 1 Purchasing Gatekeeper Completed 12/13/2017 1:46 PM
Procurement Services Sandra Herrera Additional Reviewer Completed 12/14/2017 11:28 AM
Procurement Services Ted Coyman Additional Reviewer Completed 12/18/2017 5:22 PM
Procurement Services Brenda Brilhart Additional Reviewer Completed 12/19/2017 3:52 PM
County Attorney's Office Scott Teach Level 2 Attorney Review Completed 12/21/2017 11:22 AM
County Manager's Office Tim Durham Executive Director- Corp Business Ops Completed 12/26/2017 10:13 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 12/26/2017 2:25 PM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 12/26/2017 3:05 PM
Budget and Management Office Mark Isackson Additional Reviewer Completed 12/27/2017 9:21 AM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 12/28/2017 2:01 PM
Board of County Commissioners MaryJo Brock Meeting Pending 01/09/2018 9:00 AM
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William L. Ball, Chief Operating OfficerDonald D. Latkovic, CFOJoel R. Rey, VP/Principal16.B.1.aPacket Pg. 417Attachment: 17-7050 Bayshore Gatway_Agreement_CAO and_Vendor Signed (4233 : Bayshore CRA Redevelopment Plan Update)
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Selection Committee
Final Ranking Sheet
RFP #: 17-7050
Title: Bayshore CRA Redevelopment Area Plan Update
Name of Firm Michelle
Arnold
Elly
McKuen
Chris
Scott
Ed
Finn
Anita
Jenkins TOTAL Selection Committee
Final Rank
Tindale-Oliver 3 2 1 1 2 9 1.0000
Calvin Giordano & Associates 1 3 2 2 3 11 2.0000
Redevelopment Management Associates 2 1 3 4 1 11 2.0000
PMG Associate, Inc 4 4 4 3 4 19 4.0000
TOTAL
Procurement Professional 4/6/2017
Step 1: Upon direction by the Procurement professional, the individual selection committee member should provide their ranking
of the proposals (from highest being number one (1) to lowest.
Step 2: The procurement professional will review the mathematically calculated final rank and discuss the rank order and
determine if consensus is reached.
Brenda Brilhart, Procurement Strategist
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REQUEST FOR PROPOSAL
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
RFP 17-7050
Bayshore Gateway Triangle CRA Redevelopment Area Plan Update
Brenda Brilhart
(239) 252-8446 (Telephone)
(239) 252-6697 (Fax)
brendabrilhart@colliergov.net (Email)
This proposal solicitation document is prepared in a Microsoft Word format. 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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Table of Contents
LEGAL NOTICE .................................................................................................................................................................. 3
EXHIBIT I: SCOPE OF WORK, SPECIFICATIONS AND RESPONSE FORMAT ........................................................................... 4
EXHIBIT II: GENERAL RFP INSTRUCTIONS .......................................................................................................................... 7
EXHIBIT III: COLLIER COUNTY PURCHASE ORDER TERMS AND CONDITIONS ....................................................................10
EXHIBIT IV: ADDITIONAL TERMS AND CONDITIONS FOR RFP...........................................................................................13
ATTACHMENT 1: VENDOR’S NON-RESPONSE STATEMENT ...............................................................................................22
ATTACHMENT 2: VENDOR CHECK LIST .............................................................................................................................23
ATTACHMENT 3: CONFLICT OF INTEREST AFFIDAVIT ........................................................................................................24
ATTACHMENT 4: VENDOR DECLARATION STATEMENT ....................................................................................................25
ATTACHMENT 5: AFFIDAVIT FOR CLAIMING STATUS AS A LOCAL BUSINESS ....................................................................27
ATTACHMENT 6: IMMIGRATION AFFIDAVIT CERTIFICATION ...........................................................................................28
ATTACHMENT 7: VENDOR SUBSTITUTE W – 9 .................................................................................................................29
ATTACHMENT 8: INSURANCE AND BONDING REQUIREMENTS ........................................................................................30
EXHIBIT A – SCOPE OF SERVCIES
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Legal Notice
Sealed Proposals to provide Bayshore Gateway Triangle CRA Redevelopment Area Plan Update
will be received until 3:00 PM Naples local time, on January 11, 2017 at the Collier County
Government, Procurement Services Division, 3327 Tamiami Trail E, Naples, FL 34112.
RFP 17-7050
Bayshore Gateway Triangle CRA Redevelopment Area Plan Update
Services to be provided may include, but not be limited to the following: Services to be provided shall
include professional consultant services for the Update of 2000 CRA Redevelopment Area Plan, to
include development of a Concept Plan with Objectives and Strategies, and an associated
Implementation Plan; Economic Market Review and Development Analysis; Tax Increment Financing
(TIF) Projections Update; Zoning Overlay Inclusion; and Capital Improvements Plan.
A pre-proposal conference will not be held for this solicitation. All statements shall be made upon
the official proposal form which may be obtained on the Collier County Procurement Services Division
Online Bidding System website: www.colliergov.net/bid.
Collier County does not discriminate based on age, race, color, sex, religion, national origin, disability
or marital status.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA,
BY: /S/ Edward F. Coyman, Jr.
Director, Procurement Services
This Public Notice was posted on the Collier County Procurement Services Division website:
www.colliergov.net/purchasing and in the Lobby of Procurement Services Division Building "G",
Collier County Government Center on December 8, 2016.
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Exhibit I: Scope of Work, Specifications and Response Format
As requested by the Bayshore Triangle Community Redevelopment Association (CRA) (hereinafter,
the “Division or Department”), the Collier County Board of County Commissioners Procurement
Services Division (hereinafter, “County”) has issued this Request for Proposal (hereinafter, “RFP”)
with the intent of obtaining proposals from interested and qualified Consultants in accordance with the
terms, conditions and specifications stated or attached. The Consultant, 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.
Brief Description of Purchase
Services to be provided shall include professional consultant services for the Update of 2000 CRA
Redevelopment Area Plan, to include development of a Concept Plan with Objectives and Strategies,
and an associated Implementation Plan; Economic Market Review and Development Analysis; Tax
Increment Financing (TIF) Projections Update; Zoning Overlay Inclusion; and Capital Improvements
Plan.
Detailed Scope of Work – See Exhibit A
Term of Contract
The county intends to negotiate an agreement with the number one ranked firm.
Projected Solicitation Timetable
The following projected timetable should be used as a working guide for planning purposes only. The
County reserves the right to adjust this timetable as required during the course of the RFP process.
Event Date
Issue Solicitation Notice 12/8/2016
Last Date for Receipt of Written Questions 5:00 PM 1/4/2017
Pre-solicitation meeting N/A
Addendum Issued By 1/6/2017
Solicitation Deadline Date and Time 3:00 PM 1/11/2017
Anticipated Evaluation of Submittals Week of 1/16/2017
Vendor Presentations if Required TBD
Anticipated Completion of Contract Negotiations By 2/20/2017
Anticipated Board of County Commissioner’s Contract Approval By 4/30/2017
Response Format
The Vendor understands and agrees to abide by all of the RFP specifications, provisions, terms and
conditions of same, and all ordinances and policies of Collier County. The Vendor further agrees that
if it is awarded a contract, the work will be performed in accordance with the provisions, terms and
conditions of the contract.
To facilitate the fair evaluation and comparison of proposals, all proposals must conform to the
guidelines set forth in this RFP.
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Any portions of the proposal that do not comply with these guidelines must be so noted and explained
in the Acceptance of Conditions section of the proposal. However, any proposal that contains such
variances may be considered non-responsive.
The items listed below shall be submitted with each proposal and should be submitted in the order
shown. Each section should be clearly labeled, with pages numbered and separated by tabs. Failure
by a Vendor to include all listed items may result in the rejection of its proposal.
Tab I: Cover Letter / Management Summary
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.
Tab II: Approach and Understanding (Maximum 15 Points/6 Page Limit) - Rating will be based on
an assessment of the proposer's knowledge and understanding of the nature of the work as necessary
to achieve successful outcomes. Firms should provide methods used to complete the Tasks, a
narrative of the proposer's understanding of the overall intent of this RFP. Identify any issues or
concerns of significance that may be appropriate.
Tab III: Expertise of Designated Staff (Maximum 15 Points/6 Page Limit) - Rating will be based on
the ability of individuals on the proposed firm team to perform the scope of services. Resumes of key
personnel, as provided, and information presented in this section will be evaluated for ranking the
proposer under this item. Identify the location of the firm’s staff and indicate how they will ensure
responsiveness to the required tasks. Identify any working relationships that may exist between the
proposed project manager and other key personnel, including subconsultants. Cite previous projects on
which the proposed team members have worked together and their respective roles.
Should subconsultant(s) be listed as a part of the proposer’s team, the proposer shall provide a letter
from each subconsultant that indicates the subconsultant’s intent to be a part of the team. Proposals
submitted without the referenced letter(s) may result in the subconsultant qualifications being
eliminated from the review process.
Tab IV: Previous Performance on Similar Jobs (Maximum 25 Points/10 Page Limit) - Ratings will
be based on the firm's experience and performance on similar projects and reference checks. The
firm must demonstrate a minimum of five (5) years of acceptable professional experience with projects
of similar type, size and scope. The proposer shall describe the firm’s, or designated team’s,
experience on these projects, including the scope of services, tasks performed, and any related
information, and shall furnish a minimum of five (5) project references, including contact names and
titles, names of relevant agencies, telephone numbers and mailing addresses.
Among the above references, the Proposer shall furnish the contact information for at least three (3)
public agencies with whom the consultant has acceptably contracted for work within the previous ten
(10) years. The proposer shall describe the firm’s, or designated team’s, experience on these projects,
including the scope of services, tasks performed, and any related information, and shall furnish contact
names and titles, names of the relevant agencies, telephone numbers and mailing addresses. Special
consideration will be given to those firms whose references include successful completion of similar
tasks as required by this RFP.
Tab V: Office Location and Responsiveness (Maximum 5 Points/2 Page Limit) – Rating will be
based upon apparent ease of contract administration and responsiveness. A proposer with all key
personnel, including subconsultants located within Collier/Lee Counties will receive 5 points. Proposers
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with principal offices and/or key personnel including subconsultants not located in Collier/Lee Counties
will receive fewer points.
Tab VI: Ability to Complete on Time and Within Budget (Maximum 10 Points/10Page Limit) -
Rating will be based on the proposer's approach to schedule control, proposer's current and projected
workload, and available labor resources. Documentation of previous performance within this category
including specific references will be a key factor in evaluation.
Tab VII: Fee Proposal and Services (Maximum 20 Points/4 Page Limit) –Provide the projected total
cost and estimated calendar day duration (including projected hours) for which your firm will provide the
work as described in this RFP, proposed fee schedule of principals and staff (including sub-
consultants). Information must be clear and concise, and breakout total price per task.
Tab VIIl: Acceptance of Conditions
Indicate any exceptions to the general terms and conditions of the RFP, and to insurance requirements
or any other requirements listed in this RFP. If no exceptions are indicated in this tabbed section, it will
be understood that no exceptions to these documents will be considered after the award, or if
applicable, during negotiations. Exceptions taken by a Vendor may result in evaluation point
deduction(s) and/or exclusion of proposal for Selection Committee consideration, depending on the
extent of the exception(s). Such determination shall be at the sole discretion of the County and
Selection Committee.
Tab IX: Required Form Submittals
Attachment 2: Vendor Check List
Attachment 3: Conflict of Interest Affidavit
Attachment 4: Vendor Declaration Statement
Attachment 5: Affidavit for Claiming Status as a Local Business
Attachment 6: Immigration Affidavit Certification
Attachment 7: Vendor Substitute W-9
Attachment 8: Insurance and Bonding Requirements
Attachment 9: Reference Questionnaire
Proposal Selection Committee and Evaluation Factors
The County Manager shall appoint a Selection Committee to review all proposals submitted. The
factors to be considered in the evaluation of proposal responses are listed below.
Tab II, Approach & Understanding 15
Tab III, Expertise of Staff 15
Tab IV, Previous Performance 25
Tab V, Office Location & Responsiveness 5
Tab VI, Ability To Complete on Time
Tab VII, Fee Proposal
Local Vendor Preference
10
20
10 Total Possible Points 100
Tie Breaker: In the event of a tie, both in individual scoring and in final ranking, the firm with the
lowest paid dollars by Collier County to the vendor (as obtained from the County’s financial system)
within the last five (5) years will receive the higher individual ranking. If there is a multiple firm tie in
either individual scoring or final ranking, the firm with the lowest volume of work shall receive the
higher ranking, the firm with the next lowest volume of work shall receive the next highest ranking and
so on.
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Exhibit II: General RFP Instructions
1. Questions
Direct questions related to this RFP to the Collier County Procurement Services Division Online
Bidding System website: www.colliergov.net/bid. Vendors must clearly understand that the only
official answer or position of the County will be the one stated on the Collier County Procurement
Services Division Online Bidding System website. For general questions, please call the
referenced Procurement Strategist noted on the cover page.
2. Pre-Proposal Conference
If applicable, the purpose of the pre-proposal conference is to allow an open forum for discussion
and questioning with County staff regarding this RFP with all prospective Vendors having an equal
opportunity to hear and participate. Oral questions will receive oral responses, neither of which will
be official, nor become part of the RFP. Only written responses to written questions will be
considered official, and will be included as part of this RFP as an addendum. All prospective
Vendors are strongly encouraged to attend, as, this will usually be the only pre-proposal
conference for this solicitation. If this pre-proposal conference is denoted as “mandatory”,
prospective Vendors must be present in order to submit a proposal response.
3. Compliance with the RFP
Proposals must be in strict compliance with this RFP. Failure to comply with all provisions of the
RFP may result in disqualification.
4. Ambiguity, Conflict, or Other Errors in the RFP
It is the sole responsibility of the Vendor if the Vendor discovers any ambiguity, conflict,
discrepancy, omission or other error in the RFP, to immediately notify the Procurement Strategist,
noted herein, of such error in writing and request modification or clarification of the document prior
to submitting the proposal. The Procurement Strategist will make modifications by issuing a written
revision and will give written notice to all parties who have received this RFP from the
Procurement Services Division.
5. Proposal, Presentation, and Protest Costs
The County will not be liable in any way for any costs incurred by any Vendor in the preparation of
its proposal in response to this RFP, nor for the presentation of its proposal and/or participation in
any discussions, negotiations, or, if applicable, any protest procedures.
6. Delivery of Proposals
All proposals are to be uploaded on the Procurement Services on line bidding system located on
the following web site: www.colliergov.net/bid before 3:00 PM, Naples local time, on or before
January 11, 2017. Provide adequate time to upload proposal on the web site, Vendor will receive
confirmation that they uploaded their proposal.
7. Validity of Proposals
No proposal can be withdrawn after it is filed unless the Vendor makes their request in writing to
the County prior to the time set for the closing of Proposals. All proposals shall be valid for a
16.B.1.e
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period of one hundred eighty (180) days from the submission date to accommodate evaluation
and selection process.
8. Evaluation of Proposals
The County’s procedure for selecting is as follows:
1) The County Manager or designee shall appoint a selection committee to review all
proposals submitted.
2) The Request for Proposal is issued.
3) Subsequent to the closing date for the proposals, the Procurement professional will
conduct a preliminary review of the proposals received and review each proposal to
determine if it’s responsive to the requirements of the published RFP.
4) Selection committee meetings will be open to the public and the Procurement professional
will publicly post notice of such meeting(s) in the lobby of the Procurement Services
Division Building, County calendar and on the County’s Procurement Services Internet site.
Public meeting dates and times should be posted with at least three (3) days in advance
on the County’s website calendar.
5) Selection committee members will independently review and score each proposal based
on the evaluation criteria stated in the request for proposal using the Individual Selection
Committee Score and Rank Form. Committee members will individually prepare
comments for discussion at the next meeting. The Individual Selection Committee Score
and Rank Form is merely a tool to assist the selection committee member in their review of
the proposals. Although it is a tool, the signed form will become part of the final
procurement record.
6) At the scheduled selection meeting, the members will present their independent
conclusions and comments based on their reading and interpretation of the materials
presented to each other, and they may ask questions of one another
7) The Selection Committee reserves the right to hold oral presentations and establish a rank
order for presentations. In any of the selection committee meeting deliberations, by
consensus, members may request to invite firms in to clarify their proposals, ask for
additional information, present materials, interview, and ask questions, etc. The members
may consider any and all information obtained through this method in formulating their
individual ranking and subsequent selection committee overall ranking and final ranking.
8) Once the individual ranking has been completed, the Procurement professional will direct
selection committee members to read their individual ranking publically. The Procurement
professional will record individual rankings on the Final Ranking Sheet which will
mathematically compile into an overall selection committee rank of proposers. Once final
rank is completed by the Committee, the public will be permitted to provide comments
(limited to three (3) minutes).
9) After final consensus of the ranking, staff will subsequently enter into negotiations.
Recommendation of contract award is dependent upon the successful and full execution of
a mutually agreed contract, pending the final approval by the Board of County
Commissioners.
The County reserves the right to withdraw this RFP at any time and for any reason, and to issue
such clarifications, modifications, and/or amendments as it may deem appropriate. Receipt of a
proposal by the County or a submission of a proposal to the County offers no rights upon the
Vendor nor obligates the County in any manner. Acceptance of the proposal does not guarantee
issuance of any other governmental approvals. Proposals which include provisions requiring the
granting of zoning variances shall not be considered.
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9. References
The County reserves the right to contact any and all references pertaining to this solicitation and
related proposal.
10. Acceptance or Rejection of Proposals
The right is reserved by the County to waive any irregularities in any proposal, to reject any or all
proposals, to re-solicit for proposals, if desired, and upon recommendation and justification by
Collier County to accept the proposal which in the judgment of the County is deemed the most
advantageous for the public and the County of Collier. Any proposal which is incomplete,
conditional, obscure or which contains irregularities of any kind, may be cause for rejection. In the
event of default of the successful Vendor, or their refusal to enter into the Collier County contract,
the County reserves the right to accept the proposal from the second ranked firm or to re-advertise
using the same or revised documentation, at its sole discretion.
16.B.1.e
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Exhibit III: Collier County Purchase Order Terms and Conditions
1. Offer
This offer is subject to cancellation by the
COUNTY without notice if not accepted by
VENDOR within fourteen (14) days of issuance.
2. Acceptance and Confirmation
This Purchase Order (including all documents
attached to or referenced therein) constitutes
the entire agreement between the parties,
unless otherwise specifically noted by the
COUNTY on the face of this Purchase Order.
Each delivery of goods and/or services received
by the COUNTY from VENDOR shall be
deemed to be upon the terms and conditions
contained in this Purchase Order.
No additional terms may be added and
Purchase Order may not be changed except by
written instrument executed by the COUNTY.
VENDOR is deemed to be on notice that the
COUNTY objects to any additional or different
terms and conditions contained in any
acknowledgment, invoice or other
communication from VENDOR, notwithstanding
the COUNTY’S acceptance or payment for any
delivery of goods and/or services, or any similar
act by VENDOR.
3. Inspection
All goods and/or services delivered hereunder
shall be received subject to the COUNTY’S
inspection and approval and payment therefore
shall not constitute acceptance. All payments
are subject to adjustment for shortage or
rejection. All defective or nonconforming goods
will be returned pursuant to VENDOR'S
instruction at VENDOR’S expense.
To the extent that a purchase order requires a
series of performances by VENDOR, the
COUNTY prospectively reserves the right to
cancel the entire remainder of the Purchase
Order if goods and/or services provided early in
the term of the Purchase Order are
non-conforming or otherwise rejected by the
COUNTY.
4. Shipping and Invoices
a) All goods are FOB destination and must be
suitably packed and prepared to secure the
lowest transportation rates and to comply
with all carrier regulations. Risk of loss of
any goods sold hereunder shall transfer to
the COUNTY at the time and place of
delivery; provided that risk of loss prior to
actual receipt of the goods by the COUNTY
nonetheless remain with VENDOR.
b) No charges will be paid by the COUNTY for
packing, crating or cartage unless otherwise
specifically stated in this Purchase Order.
Unless otherwise provided in Purchase
Order, no invoices shall be issued nor
payments made prior to delivery. Unless
freight and other charges are itemized, any
discount will be taken on the full amount of
invoice.
c) All shipments of goods scheduled on the
same day via the same route must be
consolidated. Each shipping container must
be consecutively numbered and marked to
show this Purchase Order number. The
container and Purchase Order numbers
must be indicated on bill of lading. Packing
slips must show Purchase Order number
and must be included on each package of
less than container load (LCL) shipments
and/or with each car load of equipment.
The COUNTY reserves the right to refuse or
return any shipment or equipment at
VENDOR’S expense that is not marked with
Purchase Order numbers. VENDOR
agrees to declare to the carrier the value of
any shipment made under this Purchase
Order and the full invoice value of such
shipment.
d) All invoices must contain the Purchase
Order number and any other specific
information as identified on the Purchase
Order. Discounts of prompt payment will be
computed from the date of receipt of goods
or from date of receipt of invoices,
whichever is later. Payment will be made
upon receipt of a proper invoice and in
compliance with Chapter 218, Fla. Stats.,
otherwise known as the “Local Government
Prompt Payment Act,” and, pursuant to the
Board of County Commissioners
Purchasing Policy.
5. Time Is Of the Essence
Time for delivery of goods or performance of
services under this Purchase Order is of the
essence. Failure of VENDOR to meet delivery
schedules or deliver within a reasonable time,
as interpreted by the COUNTY in its sole
judgment, shall entitle the COUNTY to seek all
remedies available to it at law or in equity.
VENDOR agrees to reimburse the COUNTY for
any expenses incurred in enforcing its rights.
VENDOR further agrees that undiscovered
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delivery of nonconforming goods and/or
services is not a waiver of the COUNTY’S right
to insist upon further compliance with all
specifications.
6. Changes
The COUNTY may at any time and by written
notice make changes to drawings and
specifications, shipping instructions, quantities
and delivery schedules within the general scope
of this Purchase Order. Should any such
change increase or decrease the cost of, or the
time required for performance of the Purchase
Order, an equitable adjustment in the price
and/or delivery schedule will be negotiated by
the COUNTY and VENDOR. Notwithstanding
the foregoing, VENDOR has an affirmative
obligation to give notice if the changes will
decrease costs. Any claims for adjustment by
VENDOR must be made within thirty (30) days
from the date the change is ordered or within
such additional period of time as may be agreed
upon by the parties.
7. Warranties
VENDOR expressly warrants that the goods
and/or services covered by this Purchase Order
will conform to the specifications, drawings,
samples or other descriptions furnished or
specified by the COUNTY, and will be of
satisfactory material and quality production, free
from defects and sufficient for the purpose
intended. Goods shall be delivered free from
any security interest or other lien, encumbrance
or claim of any third party. These warranties
shall survive inspection, acceptance, passage
of title and payment by the COUNTY.
8. Statutory Conformity
Goods and services provided pursuant to this
Purchase Order, and their production and
transportation shall conform to all applicable
laws, including but not limited to the
Occupational Health and Safety Act, the
Federal Transportation Act and the Fair Labor
Standards Act, as well as any law or regulation
noted on the face of the Purchase Order.
9. Advertising
No VENDOR providing goods and services to
the COUNTY shall advertise the fact that it has
contracted with the COUNTY for goods and/or
services, or appropriate or make use of the
COUNTY’S name or other identifying marks or
property without the prior written consent of the
COUNTY’S Purchasing Department.
10. Indemnification
VENDOR shall indemnify and hold harmless the
COUNTY from any and all claims, including
claims of negligence, costs and expenses,
including but not limited to attorneys' fees,
arising from, caused by or related to the injury
or death of any person (including but not limited
to employees and agents of VENDOR in the
performance of their duties or otherwise), or
damage to property (including property of the
COUNTY or other persons), which arise out of
or are incident to the goods and/or services to
be provided hereunder.
11. Warranty of Non-Infringement
VENDOR represents and warrants that all
goods sold or services performed under this
Purchase Order are: a) in compliance with
applicable laws; b) do not infringe any patent,
trademark, copyright or trade secret; and c) do
not constitute unfair competition.
VENDOR shall indemnify and hold harmless the
COUNTY from and against any and all claims,
including claims of negligence, costs and
expense, including but not limited to attorneys'
fees, which arise from any claim, suit or
proceeding alleging that the COUNTY’S use of
the goods and/or services provided under this
Purchase Order are inconsistent with
VENDOR'S representations and warranties in
section 11 (a).
If any claim which arises from VENDOR'S
breach of section 11 (a) has occurred, or is
likely to occur, VENDOR may, at the
COUNTY’S option, procure for the COUNTY the
right to continue using the goods or services, or
replace or modify the goods or services so that
they become non-infringing, (without any
material degradation in performance, quality,
functionality or additional cost to the COUNTY).
12. Insurance Requirements
The VENDOR, at its sole expense, shall provide
commercial insurance of such type and with
such terms and limits as may be reasonably
associated with the Purchase Order. Providing
and maintaining adequate insurance coverage
is a material obligation of the VENDOR. All
insurance policies shall be executed through
insurers authorized or eligible to write policies in
the State of Florida.
13. Compliance with Laws
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In fulfilling the terms of this Purchase Order,
VENDOR agrees that it will comply with all
federal, state, and local laws, rules, codes, and
ordinances that are applicable to the conduct of
its business. By way of non-exhaustive
example, this shall include the American with
Disabilities Act and all prohibitions against
discrimination on the basis of race, religion, sex
creed, national origin, handicap, marital status,
or veterans’ status. Further, VENDOR
acknowledges and without exception or
stipulation shall be fully responsible for
complying with the provisions of 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. Failure by
the awarded firm(s) to comply with the laws
referenced herein shall constitute a breach of
the award agreement and the County shall have
the discretion to unilaterally terminate said
agreement immediately. Any breach of this
provision may be regarded by the COUNTY as
a material and substantial breach of the contract
arising from this Purchase Order.
14. Force Majeure
Neither the COUNTY nor VENDOR shall be
responsible for any delay or failure in
performance resulting from any cause beyond
their control, including, but without limitation to
war, strikes, civil disturbances and acts of
nature. When VENDOR has knowledge of any
actual or potential force majeure or other
conditions which will delay or threatens to delay
timely performance of this Purchase Order,
VENDOR shall immediately give notice thereof,
including all relevant information with respects
to what steps VENDOR is taking to complete
delivery of the goods and/or services to the
COUNTY.
15. Assignment
VENDOR may not assign this Purchase Order,
nor any money due or to become due without
the prior written consent of the COUNTY. Any
assignment made without such consent shall be
deemed void.
16. Taxes
Goods and services procured subject to this
Purchase Order are exempt from Florida sales
and use tax on real property, transient rental
property rented, tangible personal purchased or
rented, or services purchased (Florida Statutes,
Chapter 212), and from federal excise tax.
17. Annual Appropriations
The COUNTY’S performance and obligation to
pay under this Purchase Order shall be
contingent upon an annual appropriation of
funds.
18. Termination
This Purchase Order may be terminated at any
time by the COUNTY upon 30 days prior written
notice to the VENDOR. This Purchase Order
may be terminated immediately by the
COUNTY for breach by VENDOR of the terms
and conditions of this Purchase Order, provided
that COUNTY has provided VENDOR with
notice of such breach and VENDOR has failed
to cure within 10 days of receipt of such notice.
19. General
a) This Purchase Order shall be governed by the
laws of the State of Florida. The venue for any
action brought to specifically enforce any of the
terms and conditions of this Purchase Order
shall be the Twentieth Judicial Circuit in and for
Collier County, Florida
b) Failure of the COUNTY to act immediately in
response to a breach of this Purchase Order by
VENDOR shall not constitute a waiver of breach.
Waiver of the COUNTY by any default by
VENDOR hereunder shall not be deemed a
waiver of any subsequent default by VENDOR.
c) All notices under this Purchase Order shall be
sent to the respective addresses on the face
page by certified mail, return receipt requested,
by overnight courier service, or by personal
delivery and will be deemed effective upon
receipt. Postage, delivery and other charges
shall be paid by the sender. A party may
change its address for notice by written notice
complying with the requirements of this section.
d) The Vendor agrees to reimbursement of any
travel expenses that may be associated with
this Purchase Order in accordance with Florida
Statute Chapter 112.061, Per Diem and Travel
Expenses for Public Officers, employees and
authorized persons.
e) In the event of any conflict between or among
the terms of any Contract Documents related to
this Purchase Order, the terms of the Contract
Documents shall take precedence over the
terms of the Purchase Order. To the extent any
terms and /or conditions of this Purchase Order
duplicate or overlap the Terms and Conditions
of the Contract Documents, the provisions of
the Terms and/or Conditions that are most
favorable to the County and/or provide the
greatest protection to the County shall govern.
16.B.1.e
Packet Pg. 452 Attachment: RFP 17-7050 Solicitation (4233 : Bayshore CRA Redevelopment Plan Update)
Exhibit IV: Additional Terms and Conditions for RFP
1. Insurance Requirements
The Vendor shall at its own expense, carry and maintain insurance coverage from responsible
companies duly authorized to do business in the State of Florida as set forth in the Insurance and
Bonding attachment of this solicitation. The Vendor shall procure and maintain property insurance
upon the entire project, if required, to the full insurable value of the scope of work.
The County and the Vendor waive against each other and the County’s separate Vendors,
Contractors, Design Consultant, Subcontractors agents and employees of each and all of them, all
damages covered by property insurance provided herein, except such rights as they may have to the
proceeds of such insurance. The Vendor and County shall, where appropriate, require similar
waivers of subrogation from the County’s separate Vendors, Design Consultants and Subcontractors
and shall require each of them to include similar waivers in their contracts.
Collier County shall be responsible for purchasing and maintaining, its own liability insurance.
Certificates issued as a result of the award of this solicitation must identify “For any and all work
performed on behalf of Collier County.”
The General Liability Policy provided by Vendor to meet the requirements of this solicitation shall
name Collier County, Florida, as an additional insured as to the operations of Vendor under this
solicitation and shall contain a severability of interests’ provisions.
Collier County Board of County Commissioners shall be named as the Certificate Holder. The
Certificates of Insurance must state the Contract Number, or Project Number, or specific Project
description, or must read: For any and all work performed on behalf of Collier County. The
"Certificate Holder" should read as follows:
Collier County Board of County Commissioners
Naples, Florida
The amounts and types of insurance coverage shall conform to the minimum requirements set forth
in the Insurance and Bonding attachment, with the use of Insurance Services Office (ISO) forms and
endorsements or their equivalents. If Vendor has any self-insured retentions or deductibles under
any of the below listed minimum required coverage, Vendor must identify on the Certificate of
Insurance the nature and amount of such self- insured retentions or deductibles and provide
satisfactory evidence of financial responsibility for such obligations. All self-insured retentions or
deductibles will be Vendor’s sole responsibility.
Coverage(s) shall be maintained without interruption from the date of commencement of the Work
until the date of completion and acceptance of the scope of work by the County or as specified in this
solicitation, whichever is longer.
The Vendor and/or its insurance carrier shall provide 30 days written notice to the County of policy
cancellation or non-renewal on the part of the insurance carrier or the Vendor. The Vendor shall also
notify the County, in a like manner, within twenty-four (24) hours after receipt, of any notices of
expiration, cancellation, non-renewal or material change in coverage or limits received by Vendor
from its insurer and nothing contained herein shall relieve Vendor of this requirement to provide
notice. In the event of a reduction in the aggregate limit of any policy to be provided by Vendor
hereunder, Vendor shall immediately take steps to have the aggregate limit reinstated to the full
extent permitted under such policy.
16.B.1.e
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Should at any time the Vendor not maintain the insurance coverage(s) required herein, the County
may terminate the Agreement or at its sole discretion shall be authorized to purchase such
coverage(s) and charge the Vendor for such coverage(s) purchased. If Vendor fails to reimburse the
County for such costs within thirty (30) days after demand, the County has the right to offset these
costs from any amount due Vendor under this Agreement or any other agreement between the
County and Vendor. The County shall be under no obligation to purchase such insurance, nor shall it
be responsible for the coverage(s) purchased or the insurance company or companies used. The
decision of the County to purchase such insurance coverage(s) shall in no way be construed to be a
waiver of any of its rights under the Contract Documents.
If the initial or any subsequently issued Certificate of Insurance expires prior to the completion of the
scope of work, the Vendor shall furnish to the County renewal or replacement Certificate(s) of
Insurance not later than ten (10) calendar days after the expiration date on the certificate. Failure of
the Vendor to provide the County with such renewal certificate(s) shall be considered justification for
the County to terminate any and all contracts.
2. Offer Extended to Other Governmental Entities
Collier County encourages and agrees to the successful vendor extending the pricing, terms and
conditions of this solicitation or resultant contract to other governmental entities at the discretion of
the successful vendor.
3. Additional Items and/or Services
Additional items and / or services may be added to the resultant contract, or purchase order, in
compliance with the Procurement Ordinance.
4. County’s Right to Inspect
The County or its authorized Agent shall have the right to inspect the Vendor’s facilities/project site
during and after each work assignment the Vendor is performing.
5. Vendor Performance Evaluation
The County has implemented a Vendor Performance Evaluation System for all contracts awarded in
excess of $25,000. To this end, vendors will be evaluated on their performance upon
completion/termination of this Agreement.
6. Additional Terms and Conditions of Contract
Collier County has developed standard contracts/agreements, approved by the Board of County
Commissioners (BCC). The selected vendor will have to sign a Collier BOCC County contract. The
County reserves the right to include in any contract document such terms and conditions, as it deems
necessary for the proper protection of the rights of Collier County. A sample copy of this contract is
available upon request. The County will not be obligated to sign any contracts, maintenance and/or
service agreements or other documents provided by the Vendor.
7. Payment Method
Payments are made in accordance with the Local Government Prompt Payment Act, Chapter 218,
Florida Statutes. Vendor’s invoices must include:
Purchase Order Number
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Description and quantities of the goods or services provided per instructions on the County’s
purchase order or contract.
Invoices shall be sent to:
Board of County Commissioners
Clerk’s Finance Department
ATTN: Accounts Payable
3299 Tamiami Trail E Ste 700
Naples FL 34112
Or emailed to: bccapclerk@collierclerk.com.
Collier County, in its sole discretion, will determine the method of payment for goods and/or services
as part of this agreement. Payment methods include:
Traditional – payment by check, wire transfer or other cash equivalent.
Standard – payment by purchasing card. Collier County’s Purchasing Card Program is
supported by standard bank credit suppliers (i.e. VISA and MasterCard), and as such, is
cognizant of the Rules for VISA Merchants and MasterCard Merchant Rules.
The County may not accept any additional surcharges (credit card transaction fees) as a result of
using the County’s credit card for transactions relating to this solicitation. The County will entertain
bids clearly stating pricing for standard payment methods. An additional separate discounted price
for traditional payments may be provided at the initial bid submittal if it is clearly marked as an
“Additional Cash Discount.”
The County is going to make payment upon the completion of deliverables as identified in Schedule
B – Basis of Compensation. Upon execution of the Contract and completion of each month’s work,
payment requests may be submitted to the Project Manager on a monthly basis by the Contractor
for services rendered for that prior month. Services beyond sixty (60) days from current monthly
invoice will not be considered for payment without prior approval from the Project manager. All
invoices should be submitted within the fiscal year the work was performed. (County's fiscal year is
October 1 - September 30.) Invoices submitted after the close of the fiscal year will not be accepted
(or processed for payment) unless specifically authorized by the Project Manager.
Payments will be made for articles and/or 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 contract. 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.
In instances where the successful contractor may owe debts (including, but not limited to taxes or
other fees) to Collier County and the contractor has not satisfied nor made arrangement to satisfy
these debts, the County reserves the right to off-set the amount owed to the County by applying the
amount owed to the vendor or contractor for services performed of for materials delivered in
association with a contract.
Invoices shall not reflect sales tax. After review and approval, the invoice will be transmitted to the
Finance Division for payment. Payment will be made upon receipt of proper invoice and in
compliance with Chapter 218 Florida Statutes, otherwise known as the “Local Government Prompt
Payment Act.” Collier County reserves the right to withhold and/or reduce an appropriate amount of
any payment for work not performed or for unsatisfactory performance of Contractual requirements.
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8. Environmental Health and Safety
All Vendors and Sub vendors performing service for Collier County are required and shall comply
with all Occupational Safety and Health Administration (OSHA), State and County Safety and
Occupational Health Standards and any other applicable rules and regulations. Vendors and Sub
vendors shall be responsible for the safety of their employees and any unsafe acts or conditions that
may cause injury or damage to any persons or property within and around the work site. All firewall
penetrations must be protected in order to meet Fire Codes.
Collier County Government has authorized OSHA representatives to enter any Collier County facility,
property and/or right-of-way for the purpose of inspection of any Vendor’s work operations. This
provision is non-negotiable by any department and/or Vendor.
9. Licenses
The Vendor is required to possess the correct Business Tax Receipt, professional license, and any
other authorizations necessary to carry out and perform the work required by the project pursuant to
all applicable Federal, State and Local Law, Statute, Ordinances, and rules and regulations of any
kind. Additionally, copies of the required licenses must be submitted with the proposal
response indicating that the entity proposing, as well as the team assigned to the County
account, is properly licensed to perform the activities or work included in the contract
documents. Failure on the part of any Vendor to submit the required documentation may be
grounds to deem Vendor non-responsive. A Vendor, with an office within Collier County is also
required to have an occupational license.
All State Certified contractors who may need to pull Collier County permits or call in inspections must
complete a Collier County Contractor License registration form and submit the required fee. After
registering the license/registration will need to be renewed thereafter to remain “active” in Collier
County. If you have questions regarding professional licenses contact the Contractor Licensing, at
(239) 252-2431, 252-2432 or 252-2909. Questions regarding required occupational licenses, please
contact the Tax Collector’s Office at (239) 252-2477.
10. Principals/Collusion
By submission of this Proposal the undersigned, as Vendor, does declare that the only person or
persons interested in this Proposal as principal or principals is/are named therein and that no person
other than therein mentioned has any interest in this Proposal or in the contract to be entered into;
that this Proposal is made without connection with any person, company or parties making a
Proposal, and that it is in all respects fair and in good faith without collusion or fraud.
11. Relation of County
It is the intent of the parties hereto that the Vendor shall be legally considered an independent
Vendor, and that neither the Vendor nor their employees shall, under any circumstances, be
considered employees or agents of the County, and that the County shall be at no time legally
responsible for any negligence on the part of said Vendor, their employees or agents, resulting in
either bodily or personal injury or property damage to any individual, firm, or corporation.
12. Termination
Should the Contractor be found to have failed to perform services in a manner satisfactory to the
County, the County may terminate this Agreement immediately for cause; further the County may
terminate this Agreement for convenience with a thirty (30) day written notice. The County shall be
sole judge of non-performance. In the event that the award of this solicitation is made by the
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Procurement Services Director, the award and any resultant purchase orders may be terminated at
any time by the County upon thirty (30) days written notice to the awarded vendor(s) pursuant to the
Board’s Procurement Ordinance.
13. Lobbying
All firms are hereby placed on NOTICE that the Board of County Commissioners does not wish to be
lobbied, either individually or collectively about a project for which a firm has submitted a Proposal.
Firms and their agents are not to contact members of the County Commission for such purposes as
meeting or introduction, luncheons, dinners, etc. During the process, from Proposal closing to
final Board approval, no firm or their agent shall contact any other employee of Collier County in
reference to this Proposal, with the exception of the Procurement Director or his designee(s). Failure
to abide by this provision may serve as grounds for disqualification for award of this contract to the
firm.
14. Public Records Compliance
Florida Public Records Law Chapter 119, including specifically those contractual requirements in
119.0701(2)(a)-(b) as follows:
IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER
119, FLORIDA STATUTES, TO THE CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS
RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT:
Communication and Customer Relations Division
3299 Tamiami Trail East, Suite 102
Naples, FL 34112-5746
Telephone: (239) 252-8383
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.
15. Certificate of Authority to Conduct Business in the State of Florida (Florida Statute 607.1501)
In order to be considered for award, firms must be registered with the Florida Department of State
Divisions of Corporations in accordance with the requirements of Florida Statute 607.1501 and
provide a certificate of authority (www.sunbiz.org/search.html) prior to execution of a contract. A
16.B.1.e
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copy of the document may be submitted with the solicitation response and the document number
shall be identified. Firms who do not provide the certificate of authority at the time of response shall
be required to provide same within five (5) days upon notification of selection for award. If the firm
cannot provide the document within the referenced timeframe, the County reserves the right to award
to another firm.
16. Single Proposal
Each Vendor must submit, with their proposal, the required forms included in this RFP. Only one
proposal from a legal entity as a primary will be considered. A legal entity that submits a proposal as
a primary or as part of a partnership or joint venture submitting as primary may not then act as a sub-
consultant to any other firm submitting under the same RFP. If a legal entity is not submitting as a
primary or as part of a partnership or joint venture as a primary, that legal entity may act as a sub-
consultant to any other firm or firms submitting under the same RFP. All submittals in violation of this
requirement will be deemed non-responsive and rejected from further consideration.
In addition, consultants that have participated and/or will participate in the development of
scope, background information or oversight functions on this project may be precluded from
submitting a Proposal as either a prime or sub- consultant.
17. Survivability
The Consultant agrees that any Work Order/Purchase Order that extends beyond the expiration date
of Solicitation 17-7050 resultant of this solicitation will survive and remain subject to the terms and
conditions of that Agreement until the completion or termination of any Work Order/Purchase Order.
18. Protest Procedures
Any prospective vendor/proposer who desires to protest any aspect(s) or provision(s) of the
solicitation (including the form of the solicitation documents or procedures) shall file their protest with
the Procurement Director prior to the time of the bid opening strictly in accordance with the County’s
then current Procurement Ordinance and policies.
The Board of County Commissioners will make award of contract in public session. Award
recommendations will be posted outside the offices of the Procurement Services Division on
Wednesdays and Thursdays. Any actual or prospective respondent who desires to formally protest
the recommended contract award must file a notice of intent to protest with the Procurement Director
within two (2) calendar days (excluding weekends and County holidays) of the date that the
recommended award is posted.
Upon filing of said notice, the protesting party will have five (5) days to file a formal protest and will be
given instructions as to the form and content requirements of the formal protest. A copy of the
"Protest Policy" is available at the office of the Procurement Director.
19. Public Entity Crime
A person or affiliate who has been placed on the convicted vendor list following a conviction for a
public entity crime may not submit a bid, proposal, or reply on a contract to provide any goods or
services to a public entity; may not submit a bid, proposal, or reply on a contract with a public entity
for the construction or repair of a public building or public work; may not submit bids, proposals, or
replies on leases of real property to a public entity; may not be awarded or perform work as a
contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not
transact business with any public entity in excess of the threshold amount provided in s. 287.017 for
16.B.1.e
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CATEGORY TWO for a period of 36 months following the date of being placed on the convicted
vendor list.
20. Security and Background Checks
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@colliergov.net) 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. 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 vendor is responsible for all costs.
21. Conflict of Interest
Vendor shall complete the Conflict of Interest Affidavit included as an attachment to this RFP
document. Disclosure of any potential or actual conflict of interest is subject to County staff review
and does not in and of itself disqualify a firm from consideration. These disclosures are intended to
identify and or preclude conflict of interest situations during contract selection and execution.
22. 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, the current Collier County Ethics Ordinance 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 contract held by the individual and/or firm for cause.
23. Immigration Affidavit Certification
Statutes and executive orders require employers to abide by the immigration laws of the United
States and to employ only individuals who are eligible to work in the United States. The
Employment Eligibility Verification System (E-Verify) operated by the Department of Homeland
Security (DHS) in partnership with the Social Security Administration (SSA), provides an Internet-
based means of verifying employment eligibility of workers in the United States; it is not a substitute
for any other employment eligibility verification requirements. The program will be used for Collier
16.B.1.e
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County formal Invitations to Bid (ITB) and Request for Proposals (RFP) including professional
services and construction services.
Exceptions to the program:
Commodity based procurement where no services are provided.
Where the requirement for the affidavit is waived by the Board of County Commissioners
Vendors / Bidders are required to enroll in the E-Verify program, and provide acceptable evidence of
their enrollment, at the time of the submission of the vendor’s/bidder’s proposal. Acceptable
evidence consists of a copy of the properly completed E-Verify Company Profile page or a copy of
the fully executed E-Verify Memorandum of Understanding for the company. Vendors are also
required to provide the Collier County Procurement Services Division an executed affidavit certifying
they shall comply with the E-Verify Program. The affidavit is attached to the solicitation documents.
If the Bidder/Vendor does not comply with providing the acceptable E-Verify evidence and the
executed affidavit the bidder’s / vendor’s proposal may be deemed non-responsive.
Additionally, vendors shall require all subcontracted vendors to use the E-Verify system for all
purchases not covered under the “Exceptions to the program” clause above. For additional
information regarding the Employment Eligibility Verification System (E-Verify) program visit the
following website: http://www.dhs.gov/E-Verify. It shall be the vendor’s responsibility to familiarize
themselves with all rules and regulations governing this program.
Vendor acknowledges, and without exception or stipulation, any firm(s) receiving an award shall be
fully responsible for complying with the provisions of 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 and
with the provisions contained within this affidavit. Failure by the awarded firm(s) to comply with the
laws referenced herein or the provisions of this affidavit shall constitute a breach of the award
agreement and the County shall have the discretion to unilaterally terminate said agreement
immediately.
24. Collier County Local Preference Policy
Collier County provides an incentive to local business to enhance the opportunities of local
businesses in the award of County contracts. In the evaluation of proposals, the County rewards
Vendors for being a local business by granting a ten (10) points incentive in the evaluation criterion
points.
Local business means the vendor has a current Business Tax Receipt issued by the Collier County
Tax Collector for at least one year prior to bid or proposal submission to do business within Collier
County, and that identifies the business with a permanent physical business address located within
the limits of Collier County from which the vendor’s staff operates and performs business in an area
zoned for the conduct of such business. A Post Office Box or a facility that receives mail, or a non-
permanent structure such as a construction trailer, storage shed, or other non-permanent structure
shall not be used for the purpose of establishing said physical address. In addition to the foregoing, a
vendor shall not be considered a "local business" unless it contributes to the economic development
and well-being of Collier County in a verifiable and measurable way. This may include, but not be
limited to, the retention and expansion of employment opportunities, support and increase to the
County's tax base, and residency of employees and principals of the business within Collier County.
Vendors shall affirm in writing their compliance with the foregoing at the time of submitting their bid or
proposal to be eligible for consideration as a "local business" under this section. A vendor who
misrepresents the Local Preference status of its firm in a proposal or bid submitted to the County will
lose the privilege to claim Local Preference status for a period of up to one year.
Under this solicitation proposers desiring to receive local preference will be invited and required to
affirmatively state and provide documentation as set forth in the solicitation in support of their
16.B.1.e
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status as a local business. Any proposer who fails to submit sufficient documentation with their
proposal offer shall not be granted local preference consideration for the purposes of that specific
contract award. Except where federal or state law, or any other funding source, mandates to the
contrary, Collier County and its agencies and instrumentalities, will give preference to local
businesses in the following manner.
For all purchases of commodities and services procured through a competitive proposal process
and not otherwise exempt from this local preference section, the solicitation shall include a
weighted criterion for local preference that equals 10 percent of the total points in the evaluation
criteria published in the solicitation. Purchases of professional services as defined and identified
under subsection 11B.2 (which are subject to Section 287.055, F.S.) and subsection 11B.3 (which
are subject to Section 11.45, F.S.) shall not be subject to this local preference section.
The vendor must complete and submit with their proposal response the Affidavit for Claiming Status
as a Local Business which is included as part of this solicitation.
Failure on the part of a vendor to submit this Affidavit with their proposal response will
preclude said Vendor from being considered for local preference under this solicitation.
A vendor who misrepresents the Local Preference status of its firm in a proposal or bid submitted to
the County will lose the privilege to claim Local Preference status for a period of up to one year.
16.B.1.e
Packet Pg. 461 Attachment: RFP 17-7050 Solicitation (4233 : Bayshore CRA Redevelopment Plan Update)
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Attachment 1: Vendor’s Non-Response Statement
The sole intent of the Collier County Procurement Services Division is to issue solicitations that are clear,
concise and openly competitive. Therefore, we are interested in ascertaining reasons for prospective
Vendors not wishing to respond to this solicitation. If your firm is not responding to this RFP, please
indicate the reason(s) by checking the item(s) listed below and return this form via email or fax, noted on
the cover page, or mail to Collier County Government, Procurement Services Division, 3327 Tamiami
Trail E, Naples, FL 34112.
We are not responding to Solicitation #17-7050 - Bayshore Gateway Triangle CRA Redevelopment
Area Plan Update for the following reason(s):
Services requested not available through our company.
Our firm could not meet specifications/scope of work.
Specifications/scope of work not clearly understood or applicable (too vague, rigid, etc.)
Project is too small.
Insufficient time allowed for preparation of response.
Incorrect address used. Please correct mailing address:
___________________________________________________________________________
_____________________________________________________________________________
_______________________________________________________________________
Other reason(s):_____________________________________________________________
_____________________________________________________________________________
_________________________________________________________________________
___________________________________________________________________________
Name of Firm:
________________________________________________________
Address:
________________________________________________________
City, State, Zip:
________________________________________________________
Telephone:
________________________________________________________
Email:
________________________________________________________
Representative Signature:
________________________________________________________
Representative Name:
_______________________________________ Date ____________
16.B.1.e
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Attachment 2: Vendor Check List
IMPORTANT: THIS SHEET MUST BE SIGNED. Please read carefully, sign in the spaces
indicated and return with your Proposal. Vendor should check off each of the following items as the
necessary action is completed:
IMPORTANT: THIS SHEET MUST BE SIGNED. Please read carefully, sign in the spaces indicated
and return with your Proposal.
Consultant should check off each of the following items as the necessary action is completed:
The Proposal has been signed.
All applicable forms have been signed and included, along with licenses to complete the
requirements of the project.
Any addenda have been signed and included.
Name of Firm:
________________________________________________________
Address:
________________________________________________________
City, State, Zip:
________________________________________________________
Telephone:
________________________________________________________
Email:
________________________________________________________
Representative Signature:
________________________________________________________
Representative Name:
________________________________________ Date ___________
16.B.1.e
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Attachment 3: Conflict of Interest Affidavit
The Consultant certifies that, to the best of its knowledge and belief, the past and current work on any
Collier County project affiliated with: Bayshore Gateway Triangle CRA Redevelopment Area Plan
Update does not pose an organizational conflict as described by one of the three categories below:
Biased ground rules – The firm has not set the “ground rules” for affiliated past or current Collier
County project identified above (e.g., writing a procurement’s statement of work, specifications, or
performing systems engineering and technical direction for the procurement) which appears to skew
the competition in favor of my firm.
Impaired objectivity – The firm has not performed work on an affiliated past or current Collier
County project identified above to evaluate proposals / past performance of itself or a competitor,
which calls into question the contractor’s ability to render impartial advice to the government.
Unequal access to information – The firm has not had access to nonpublic information as part of
its performance of a Collier County project identified above which may have provided the contractor
(or an affiliate) with an unfair competitive advantage in current or future solicitations and contracts.
In addition to this signed affidavit, the contractor / consultant must provide the following:
1. All documents produced as a result of the work completed in the past or currently being worked
on for the above mentioned project; and,
2. Indicate if the information produced was obtained as a matter of public record (in the “sunshine”)
or through non-public (not in the “sunshine”) conversation (s), meeting(s), document(s) and/or
other means.
3. Failure to disclose all material or having an organizational conflict in one or more of the three
categories above be identified, may result in the disqualification for future solicitations affiliated
with the above referenced project(s).
By the signature below, the firm (employees, officers and/or agents) certifies, and hereby discloses, that,
to the best of their knowledge and belief, all relevant facts concerning past, present, or currently planned
interest or activity (financial, contractual, organizational, or otherwise) which relates to the project
identified above has been fully disclosed and does not pose an organizational conflict.
Firm: ____________________________________________________________________________________
Signature and Date:_________________________________________________________________________
Print Name: _______________________________________________________________________________
Title of Signatory: __________________________________________________________________________
State of_____________________________________ County of ____________________________________
SUBSCRIBED AND SWORN to before me this ____________ day of __________________, 20__________,
by _______________________________________________, who is personally known to me to be the
________________________________________ for the Firm, OR who produced the following identification
________________________________________.
__________________________________________________________ _____________________________
Notary Public Commission Expiration
16.B.1.e
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Attachment 4: Vendor Declaration Statement
BOARD OF COUNTY COMMISSIONERS
Collier County Government Complex
Naples, Florida 34112
RE: Solicitation: 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan
Update
Dear Commissioners:
The undersigned, as Contractor declares that this proposal is made without connection or
arrangement with any other person and this proposal is in every respect fair and made in good
faith, without collusion or fraud.
The Contractor agrees, if this proposal is accepted, to execute a Collier County document for the
purpose of establishing a formal contractual relationship between the firm and Collier County, for
the performance of all requirements to which the proposal pertains. The Consultant states that the
proposal is based upon the proposal documents listed by the above referenced 17-7050 -
Solicitation Bayshore Gateway Triangle CRA Redevelopment Area Plan Update.
.
(Proposal Continued on Next Page)
16.B.1.e
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PROPOSAL CONTINUED
IN WITNESS WHEREOF, WE have hereunto subscribed our names on this _____ day of _____________, 20
in the County of _______________, in the State of _____________.
Firm’s Legal Name:
Address:
City, State, Zip Code:
Florida Certificate of
Authority Document Number:
Federal Tax Identification
Number
CCR # or CAGE Code
Telephone:
FAX:
Signature by:
(Typed and written)
Title:
Additional Contact Information
Send payments to:
(required if different from above)
Company name used as payee
Contact name:
Title:
Address:
City, State, ZIP
Telephone:
FAX:
Email:
Office servicing Collier
County to place orders
(required if different from above)
Contact name:
Title:
Address:
City, State, ZIP
Telephone: _________________________________
Email _________________________________
16.B.1.e
Packet Pg. 466 Attachment: RFP 17-7050 Solicitation (4233 : Bayshore CRA Redevelopment Plan Update)
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Attachment 5: Affidavit for Claiming Status as a Local Business
Solicitation: 17-7050 - Bayshore Gateway Triangle CRA Redevelopment Area Plan Update
(Check Appropriate Boxes Below)
State of Florida (Select County if Vendor is described as a Local Business
Collier County Lee County
Vendor affirms that it is a local business as defined by the Procurement Ordinance of the Collier County Board of
County Commissioners and the Regulations Thereto. As defined in Section XI of the Collier County Procurement
Ordinance:
Local business means the vendor has a current Business Tax Receipt issued by the Collier County Tax Collector
for at least one year prior to bid or proposal submission to do business within Collier County, and that identifies the
business with a permanent physical business address located within the limits of Collier County from which the
vendor’s staff operates and performs business in an area zoned for the conduct of such business. A Post Office
Box or a facility that receives mail, or a non-permanent structure such as a construction trailer, storage shed, or
other non-permanent structure shall not be used for the purpose of establishing said physical address. In addition
to the foregoing, a vendor shall not be considered a "local business" unless it contributes to the economic
development and well-being of Collier County in a verifiable and measurable way. This may include, but not be
limited to, the retention and expansion of employment opportunities, support and increase to the County's tax base,
and residency of employees and principals of the business within Collier County. Vendors shall affirm in writing
their compliance with the foregoing at the time of submitting their bid or proposal to be eligible for consideration as
a "local business" under this section. A vendor who misrepresents the Local Preference status of its firm in a
proposal or bid submitted to the County will lose the privilege to claim Local Preference status for a period of up to
one year.
Vendor must complete the following information:
Year Business Established in Collier County or Lee County: ________
Number of Employees (Including Owner(s) or Corporate Officers):_________
Number of Employees Living in Collier County or Lee (Including Owner(s) or Corporate Officers):_________
If requested by the County, vendor will be required to provide documentation substantiating the information given in
this affidavit. Failure to do so will result in vendor’s submission being deemed not applicable.
Vendor Name: _________________________________________
Date: ________________________
Collier or Lee County Address: ___________________________________________________________
Signature: ____________________________________________ Title: ________________________
STATE OF FLORIDA
COLLIER COUNTY LEE COUNTY
Sworn to and Subscribed Before Me, a Notary Public, for the above State and County, on this ____ Day of
______________, 20_____.
_____________________________________________
Notary Public
My Commission Expires: ________________________
(AFFIX OFFICIAL SEAL)
16.B.1.e
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Attachment 6: Immigration Affidavit Certification
Solicitation: 17-7050 - Bayshore Gateway Triangle CRA Redevelopment Area Plan Update
This Affidavit is required and should be signed, notarized by an authorized principal of the firm and submitted with
formal Invitations to Bid (ITB’s) and Request for Proposals (RFP) submittals. Further, Vendors / Bidders are
required to enroll in the E-Verify program, and provide acceptable evidence of their enrollment, at the time of the
submission of the vendor’s/bidder’s proposal. Acceptable evidence consists of a copy of the properly completed E-
Verify Company Profile page or a copy of the fully executed E-Verify Memorandum of Understanding for the
company. Failure to include this Affidavit and acceptable evidence of enrollment in the E-Verify program,
may deem the Vendor / Bidder’s proposal as non-responsive.
Collier County will not intentionally award County contracts to any vendor who knowingly employs unauthorized
alien workers, constituting a violation of the employment provision contained in 8 U.S.C. Section 1324 a(e) Section
274A(e) of the Immigration and Nationality Act (“INA”).
Collier County may consider the employment by any vendor of unauthorized aliens a violation of Section 274A (e)
of the INA. Such Violation by the recipient of the Employment Provisions contained in Section 274A (e) of the INA
shall be grounds for unilateral termination of the contract by Collier County.
Vendor attests that they are fully compliant with all applicable immigration laws (specifically to the 1986 Immigration
Act and subsequent Amendment(s)) and agrees to comply with the provisions of the Memorandum of
Understanding with E-Verify and to provide proof of enrollment in The Employment Eligibility Verification System
(E-Verify), operated by the Department of Homeland Security in partnership with the Social Security Administration
at the time of submission of the Vendor’s / Bidder’s proposal.
Company Name ____________________________________________________________________
Print Name
Title _______________________
Signature
Date _______________________
State of ___________________
County of _________________
The foregoing instrument was signed and acknowledged before me this ____day of __________, 20___, by
_______________________________ who has produced _____________________________ as identification.
(Print or Type Name) (Type of Identification and Number)
_____________________________________
Notary Public Signature
_____________________________________
Printed Name of Notary Public
_____________________________________
Notary Commission Number/Expiration
The signee of this Affidavit guarantees, as evidenced by the sworn affidavit required herein, the truth and accuracy
of this affidavit to interrogatories hereinafter made.
16.B.1.e
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Attachment 7: Vendor Substitute W – 9
Request for Taxpayer Identification Number and Certification
In accordance with the Internal Revenue Service regulations, Collier County is required to collect the following
information for tax reporting purposes from individuals and companies who do business with the County (including
social security numbers if used by the individual or company for tax reporting purposes). Florida Statute
119.071(5) require that the county notify you in writing of the reason for collecting this information, which will be
used for no other purpose than herein stated. Please complete all information that applies to your business and
return with your quote or proposal.
1. General Information (provide all information)
Taxpayer Name ___________________________________________________________________________________
(as shown on income tax return)
Business Name ___________________________________________________________________________________
(if different from taxpayer name)
Address ____________________________________ City _______________________________________________
State ______________________________________ Zip ________________________________________________
Telephone __________________ FAX ______________________ Email __________________________________
Order Information
Address ___________________________________
Remit / Payment Information
Address ____________________________________________
City __________
State ________ Zip ___________
City _____________
State _________ Zip ______________
FAX ______________________________________
Email _____________________________________
FAX ______________________________________________
Email _____________________________________________
2. Company Status (check only one)
Individual / Sole Proprietor Corporation Partnership
Tax Exempt (Federal income tax-exempt entity
under Internal Revenue Service guidelines IRC
501 (c) 3)
Limited Liability Company
Enter the tax classification
(D = Disregarded Entity, C = Corporation, P = Partnership)
3. Taxpayer Identification Number (for tax reporting purposes only)
Federal Tax Identification Number (TIN) _______________________________________________________________
(Vendors who do not have a TIN, will be required to provide a social security number prior to an award of the contract.)
4. Sign and Date Form
Certification: Under penalties of perjury, I certify that the information shown on this form is correct to my knowledge.
Signature ___________________________________________________________
Date _________________________________
Title _______________________________________________________________
Phone Number ________________________
16.B.1.e
Packet Pg. 469 Attachment: RFP 17-7050 Solicitation (4233 : Bayshore CRA Redevelopment Plan Update)
Attachment 8: Insurance and Bonding Requirements
Insurance / Bond Type Required Limits
1. Worker’s
Compensation
Statutory Limits of Florida Statutes, Chapter 440 and all Federal
Government Statutory Limits and Requirements
2. Employer’s Liability
$1,000,000 single limit per occurrence
3. Commercial General
Liability (Occurrence
Form) patterned after the
current ISO form
Bodily Injury and Property Damage
$1,000,000 single limit per occurrence, $2,000,000 aggregate for Bodily
Injury Liability and Property Damage Liability. This shall include Premises
and Operations; Independent Contractors; Products and Completed
Operations and Contractual Liability
4. Indemnification To the maximum extent permitted by Florida law, the Contractor/Vendor/
Consultant shall indemnify and hold harmless Collier County, its officers
and employees from any and all liabilities, damages, losses and costs,
including, but not limited to, reasonable attorneys’ fees and paralegals’ fees,
to the extent caused by the negligence, recklessness, or intentionally
wrongful conduct of the Contractor/Vendor/Consultant or anyone employed
or utilized by the Contractor/Vendor/Consultant 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.
4. Automobile Liability $ 1,000,000 Each Occurrence; Bodily Injury & Property Damage,
Owned/Non-owned/Hired; Automobile Included
5. Other insurance as
noted:
Watercraft $ __________ Per
Occurrence
United States Longshoreman's and Harborworker's Act coverage shall
be maintained where applicable to the completion of the work.
$ __________ Per
Occurrence
Maritime Coverage (Jones Act) shall be maintained where applicable to
the completion of the work.
$ __________ Per
Occurrence
Aircraft Liability coverage shall be carried in limits of not less than
$5,000,000 each occurrence if applicable to the completion of the Services
under this Agreement.
$ __________ Per
Occurrence
Pollution $ __________ Per
Occurrence
Professional Liability $__________ Per
Occurrence
$ 500,000 each claim and in the aggregate
$1,000,000 each claim and in the aggregate
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31
$2,000,000 each claim and in the aggregate
Professional Liability $__________ per claim and
in
the
aggregate
$1,000,000 per claim and in the aggregate
$2,000,000 per claim and in the aggregate
Valuable Papers Insurance $__________ Per
Occurrence
Employee Dishonesty / Crime $__________ Per
Occurrence
Including Employee Theft, Funds Transfer Fraud, Include a Joint Loss
Payee endorsement naming Collier County.
6. Bid bond
7. Performance and
Payment Bonds
8. Vendor shall ensure that all subcontractors comply with the same insurance requirements that he is
required to meet. The same Vendor shall provide County with certificates of insurance meeting the
required insurance provisions.
9. Collier County must be named as "ADDITIONAL INSURED" on the Insurance Certificate for
Commercial General Liability where required.
10. The Certificate Holder shall be named as Collier County Board of County Commissioners, OR, Board
of County Commissioners in Collier County, OR Collier County Government, OR Collier County. The
Certificates of Insurance must state the Contract Number, or Project Number, or specific Project
description, or must read: For any and all work performed on behalf of Collier County.
11. Thirty (30) Days Cancellation Notice required.
RLC 11/18/2016
_______________________________________________________________________________________
Vendor’s Insurance Statement
We understand the insurance requirements of these specifications and that the evidence of insurability may be
required within five (5) days of the award of this solicitation.
Name of Firm
_______________________________________ Date ____________________________
Vendor
Signature
_________________________________________________________________________
Print Name
_________________________________________________________________________
Insurance
Agency
_________________________________________________________________________
Agent Name
_______________________________________ Telephone Number
_________________
16.B.1.e
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32
EXHIBIT A
“Bayshore Gateway Triangle CRA Redevelopment Area Plan Update”
Services to be provided shall include professional consultant services for the Update of 2000 CRA
Redevelopment Area Plan, to include development of a Concept Plan with Objectives and
Strategies, and an associated Implementation Plan; Economic Market Review and Development
Analysis; Tax Increment Financing (TIF) Projections Update; Zoning Overlay Inclusion; and Capital
Improvements Plan. Updates to the plan shall capitalize on the proximity of the area to the City of
Naples, State roadways that link communities together, as well as the Haldeman Creek waterway,
which has access to the Gulf of Mexico.
BACKGROUND
On March 14, 2000, the Collier County Board of County Commissioners (BCC) made a finding of
conditions of blight and adopted Resolution 2000-83 establishing the Community Redevelopment
Agency (CRA). Florida statute requires all Community Redevelopment Areas to establish
guidelines and framework for effective redevelopment. Pursuant to this requirement the Bayshore
Gateway Triangle Redevelopment Plan (Plan) was created and formerly adopted on June 13,
2000.
Since inception of the 2000 plan several updates to the Collier County Land Development Code
have been adopted such as the Gateway Mixed Use Overlay District (GTMUD) and the Bayshore
Mixed Use Overlay District (BMUD) to encourage live-work communities, artist’s villages, and
cultural facilities, such as the Botanical Gardens that attracts over 217,000 visitors a year and
serves as a destination to the redevelopment area.
Over the last two years there has been a growing interest in uses that encourage entrepreneurial
or start-up business development such as a Food Truck park and micro-breweries which may be a
market that should be explored within the CRA District. With the evolution of uses there is a need
to update the 2000 plan.
SCOPE OF SERVICES
Overview
The Bayshore Gateway Redevelopment Agency hereby requests proposals, from firms or
individuals, with credentials in planning, urban/suburban design, and economic development
consulting services, who are interested in performing professional consulting and planning services
to accomplish the following scope of services, including community outreach strategies and a
stakeholder involvement process. The Redevelopment Area Plan scope shall include, but not be
limited to:
TASK I – Evaluate Existing Bayshore Gateway Triangle Redevelopment Plan
The existing redevelopment plan shall be evaluated thoroughly to memorialize the current “Ground
Truth” and the community engaged to determine what facilities, accommodations and services
are desired or needed by the community in order to establish a GAP Analysis of what is adequate
in the current plan and what is to be provided in the future plan to overcome the deficiencies of the
current plan. The primary tasks and deliverables of Task I are as follows:
Primary Tasks:
Conduct an in depth review/study (ground truth) of the current state of the CRA;
16.B.1.e
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33
Conduct at least 2 public workshops, as needed, to gather information regarding the public
perception of accomplishments and shortcomings since the CRA inception; and the public
demand or desire for future uses and overall community/neighborhood character.
Analyze the current residential and commercial markets including:
o Demographics: past, present and projected evolution or objectives
o Comprehensive parcel inventory to document existing conditions
o Market potential and redevelopment opportunities to address GAPS in services/uses
o Infrastructure development—necessary requirements and discretionary projects
o Review connectivity potential between properties to determine best or most feasible
opportunities for vehicular, pedestrian and bicycle connectivity and shared access,
particularly for parcels within the Gateway Triangle portion of the CRA, and provide
language and/or graphics in the LDC to identify and to incentives such interconnections
or shared access potential through an access management master plan, which will
require FDSOT approval, for access to state roadways.
o Identify any opportunities for incentives, including Collier County (CRA) funding or for
private public partnerships to establish preferred shared access locations, and
additional transit stops and facilities.
Review existing Land Development Code (LDC) and Growth Management Plan (GMP)
provisions specific to the Overlay, historical documents including existing plans, ordinances,
and studies
Analyze effectiveness of the LDC and GMP in encouraging or supporting redevelopment of
existing sites
Task I Deliverables:
1. Written Report providing summary of community input and all research and analysis of the
Primary Tasks above including the following categories:
Current Conditions or “Ground Truth”
GAP Analysis of status quo and what is missing to meet current and future community
demands and desired future neighborhood character
Attributes and deficiencies of current LDC and GMP
Preliminary Recommendation of redevelopment opportunities, catalyst sites and projects
to respond to GAP Analysis
Summary of infrastructure requirements necessary to meet anticipated growth and
discretionary improvements to accomplish neighborhood character objectives
Demographic Analysis documenting evolution from inception to present day and future
community/neighborhood objectives
2. Presentation of Task I Report and preliminary recommendations to the Community
Redevelopment Agency (CRA) Advisory Board for public discussion and development of
consensus regarding the GAP Analysis, preliminary redevelopment recommendations, updated
CRA Plan goals, and community character objectives. An additional meeting with the CRA
Board may be requested to obtain direction.
3. Document and memorialize Plan Objectives Arising from Number 2.
16.B.1.e
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TASK II – Bayshore Gateway Triangle Redevelopment Plan Update
The existing redevelopment plan shall be updated incorporating the findings and analyses provided
in the Task I Report, as adjusted to reflect the consensus arising from the presentation and public
discussion in Task I item 2 above.
Task II Deliverables:
1. Updated Bayshore Gateway Master Redevelopment Plan Drawing
2. Draft of amendments to the Zoning regulations necessary to further the updated goals and
objectives.
3. Implementation Plan which outlines steps necessary to achieve the updated goals and
objects and developing the identified catalyst projects
4. List of Infrastructure Improvement projects required by new Plan and estimated timing of
such projects
TASK—III Bayshore Gateway Triangle CRA Tax Increment Financing Projections
Update Tax Increment Financing (TIF) Projections to reflect ground truth economic analysis
performed in Task 1, and future growth projections for future build-out.
Primary Tasks:
Review all historical TIF projection reports and analyses;
Review property inventory and economic analysis report to document project growth and
increase in property values;
Review past, current and projected future county mileages; and
Conduct Economic market review and Development analysis.
Task III Deliverables:
1. Develop assumptions regarding the timing and probability of new construction;
2. Develop assumptions regarding the future rate of appreciation; and
3. Develop a report that projects TIF 2015 – 2030 based on future growth.
TASK IV - Bayshore Gateway Triangle Redevelopment Area Capital Improvements Plan
Develop Capital Improvements Plan based on the research, study and assumptions.
Primary Tasks:
Document proposed CRA projects and programs and develop a cost analysis and timeline
to implement;
Collect Capital Improvement sources of data;
Develop Capital Improvements plan content;
Draft a Capital Improvements plan with the CRA; and
Task IV Deliverables:
1. Create a 10-year Capital Improvement Plan to implement the updated Redevelopment Plan
that addresses new and existing facilities.
16.B.1.e
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TASK V - Bayshore Gateway Triangle Redevelopment Area Plan Update Approval
Attend staff and Board meetings as required to achieve approval of the Plan.
Primary Tasks:
Include all tasks in the updated draft Plan for review and approval;
Present the Plan to the public (one meeting);
Attend Growth Management Division review meetings, as required;
Present Plan to Collier Planning Commission, if required (two meetings); and
Present to Local CRA Advisory Board (one meeting);
Present to CRA/BCC Boards for final approval (one meeting).
Task V Deliverables:
1. Prepare presentation material for all meetings noted in this task with sufficient time to
receive staff review and approval;
2. Prepare executive summaries for Planning Commission and CRA/BCC meetings; and
3. Prepare a Final Updated Redevelopment Plan which includes all the components of Tasks I
through IV.
16.B.1.e
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1
ADDENDUM #1
Memorandum
Date: January 10, 2017
From: Brenda Brilhart, Procurement Strategist
To: Interested Parties
Subject: RFP 17-7050 - Bayshore Gateway Triangle CRA Redevelopment Area Plan
Update
The following clarifications are issued as an addendum identifying the following changes for the
referenced solicitation:
Attachment 9, Reference Questionnaire was inadvertently removed from the package. Please
use the attached form.
C: Jean Jourdan, Project Manager
Email: BrendaBrilhart@colliergov.net
Telephone: (239) 252-8446
FAX: (239) 252-6697
16.B.1.f
Packet Pg. 476 Attachment: RFP addendum #1 (4233 : Bayshore CRA Redevelopment Plan Update)
2
Attachment 9: Reference Questionnaire
Solicitation: RFP 17-7750 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update
Reference Questionnaire for:
(Name of Company Requesting Reference Information)
(Name of Individuals Requesting Reference Information)
Name:
(Evaluator completing reference questionnaire)
Company:
(Evaluator’s Company completing reference)
Email: FAX: Telephone:
Collier County is implementing a process that collects reference information on firms and their key personnel to
be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above
has listed you as a client for which they have previously performed work. Please complete the survey. Please
rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very
satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would
never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a particular
area, leave it blank and the item or form will be scored “0.”
Project Description: ___________________________
Completion Date: _____________________________
Project Budget: _______________________________
Project Number of Days: _______________________
Change Orders - Dollars Added : _________________
Change Orders - Days Added: __________________
Item Citeria Score
1 Ability to manage the project costs (minimize change orders to scope).
2 Ability to maintain project schedule (complete on-time or early).
3 Quality of work.
4 Quality of consultative advice provided on the project.
5 Professionalism and ability to manage personnel.
6 Project administration (completed documents, final invoice, final product turnover;
invoices; manuals or going forward documentation, etc.)
7 Ability to verbally communicate and document information clearly and succinctly.
8 Abiltity to manage risks and unexpected project circumstances.
9 Ability to follow contract documents, policies, procedures, rules, regulations, etc.
10 Overall comfort level with hiring the company in the future (customer satisfaction).
TOTAL SCORE OF ALL ITEMS
16.B.1.f
Packet Pg. 477 Attachment: RFP addendum #1 (4233 : Bayshore CRA Redevelopment Plan Update)
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update
Table of Contents
Tab I: Cover Letter/Management Summary 1
Tab II: Approach and Understanding 5
Tab III: Expertise of Designated Staff 11
Tab IV: Previous Performance on Similar Jobs 17
Tab V: Office Location and Responsiveness 27
Tab VI: Ability to Complete on Time and Within Budget 28
Tab VII: Fee Proposal and Services 31
Tab VIII: Acceptance of Conditions 32
Tab IX: Required Form Submittals
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 1
GREAT INSIGHTS. GREATER OUTCOMES.
TAMPA ORLANDO BARTOW FORT LAUDERDALE BALTIMORE SEATTLE
1000 N. Ashley Dr. | Suite 400 | Tampa, FL 33602-3719 | (813) 224-8862 | Fax (813) 226-2106
www.tindaleoliver.com
January 10, 2017
Collier County
Procurement Services Division
3327 Tamiami Trail E
Naples, FL 34112
Re: RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update
Dear Selection Committee:
TOA Design Group, LLC (dba Tindale Oliver Design) is a subsidiary of Tindale-Oliver & Associates, Inc. formed to
provide our CRA clients with staff experienced in redevelopment planning, urban design, and public finance. Our
staff are known for their ability to not only assist our CRA and municipal clients in enhancing the character of
their redevelopment areas, but also in positioning them to prosper in today’s economic climate.
Experience in Preparation of Redevelopment Plans and Plan Updates
Our past experience can attest to our ability to assist Collier County to realize a connected community that
provides quality public spaces, neighborhoods, sufficient infrastructure (i.e., signage, gateways, beautification,
parks and urban spaces, parking, utilities, transportation) and revitalization strategies that showcase Collier
County’s Bayshore Gateway Triangle Community Redevelopment Area as a “desired destination.” Our staff are
well-versed in Chapter 163, Part III, Florida Statutes, governing community redevelopment. In fact, our Principal-
in-Charge and senior redevelopment planner has provided redevelopment planning services since 1991 and has
been deemed a redevelopment expert by the Florida Court System. Furthermore, we are an active member of
the Florida Redevelopment Association (FRA), and the proposed Deputy Project Manager for this contract, Evan
Johnson, sits on the FRA Board of Directors.
The following identifies Redevelopment Plans and Updates our firm and staff have completed:
CRA Downtown Redevelopment Plan, Harbor Area, Destin, Florida
CRA Downtown Redevelopment Plan Update, College Park/University Heights, Gainesville, Florida
CRA Downtown Redevelopment Plan Update, DeLand, Florida
CRA Downtown Redevelopment Plan Update, Kissimmee, Florida
CRA Finding of Necessity & Redevelopment Plan, Casselberry, Florida
CRA Finding of Necessity & Redevelopment Plan, US1, Edgewater, Florida
CRA Finding of Necessity & Redevelopment Plan, Mascotte, Florida
CRA Finding of Necessity & Redevelopment Plan, Ocoee, Florida
CRA Finding of Necessity, Redevelopment Plan & Implementation Services, Orange City, Florida
CRA Finding of Necessity & Redevelopment Plan, Bayfront CRA, Palm Bay, Florida
CRA Finding of Necessity & Redevelopment Plan, Front Beach Road, Panama City Beach, Florida
CRA Finding of Necessity & Redevelopment Plan, Parker, Florida
CRA Finding of Necessity & Redevelopment Plan Update, St. Pete Beach, Florida
CRA Master Plan Update & Implementation Services, Holly Hill, Florida
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 2
Tab I: Cover Letter/Management Summary
Experience in Implementation of Redevelopment Plans
The following identifies assignments we have completed for Florida redevelopment agencies either through
continuing service or project specific contracts:
CRA Corridor Plan, Hollywood/Pines, Broward County
CRA Design Manual, Port Orange
CRA Economic Strategic Action Plan, East Main Street, Lakeland
CRA Form Based Code, Front Beach Road, Panama City Beach
CRA Façade Design Program, Daytona Beach
CRA Implementation Services (streetscape, signage, & transit facilities), Holly Hill
CRA Implementation Services (park design, code review, streetscape design, signage design, and trails
planning), Orange City
CRA Design Standards Manual, Kissimmee
CRA Parking Master Plan, Dunedin
CRA Parking Master Plan, Orlando
CRA Plaza, Parks, Streetscapes, New Smyrna Beach
CRA Plaza, Parks, Streetscapes, Orlando
CRA Neighborhood Action Plan, Beal Parkway, Ft. Walton Beach
CRA Neighborhood Land Use Plan, Belmont-DeVillers, Pensacola
CRA Neighborhood Plan Update, Old Southeast Neighborhood, St. Petersburg
CRA Streetscapes, Fort Myers
CRA Streetscape Standards and Design, Front Beach Road, Panama City Beach
CRA Urban Design Assessment, Master Plan & Gateways Design, Avon Park
CRA Visual Master Plan, Gainesville
CRA Wayfinding Signage, Tallahassee
Our Team
Tindale Oliver Design has teamed with Amec Foster Wheeler’s local Collier County office to provide support in
the assessment of the built environment and underground utilities and with Michael Lauer Planning to support
the review of the County’s Land Development Code (LDC) and review of the inclusion of the Zoning Overlay
District. The following are benefits of selecting our team as your professional CRA planning consultant:
Our significant and current experience with redevelopment planning and implementation provides us with
hands-on knowledge of best management practices, ensuring that recommended strategies are creative,
realistic, and implementable and are tailored to Collier County’s redevelopment and urban design needs.
Our approach to market analysis and economic development, as a part of building a successful CRA
Implementation Plan, will focus on actual market conditions in the CRA and county as a whole, with
emphasis on designing projects and programs of appropriate scale to encourage market investment,
identify realistic and creative strategies for potential infill/redevelopment, and maximize public return on
capital and other investment.
Our expertise in creative urban design, comprehensive planning, land development code updates,
transportation and pedestrian safety, and complete streets will facilitate the creation of thoughtful,
attractive urban spaces and innovative solutions to key mobility challenges (i.e., vehicular flow, bicycle,
pedestrian, parking, streetscape).
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 3
GREAT INSIGHTS. GREATER OUTCOMES.
TAMPA ORLANDO BARTOW FORT LAUDERDALE BALTIMORE SEATTLE
1000 N. Ashley Dr. | Suite 400 | Tampa, FL 33602-3719 | (813) 224-8862 | Fax (813) 226-2106
www.tindaleoliver.com
Our staff are trained and experienced in facilitating a dynamic planning process that addresses the needs of
the Collier County. Perhaps most important, we are good listeners. We have a successful record of creative
approaches to engaging the public and expect that area business and property owners and residents will
have much to say and strong opinions about the future of the Bayshore Gateway Triangle Redevelopment
Area.
We Have Extensive Related Local Knowledge
Tindale Oliver has a longstanding relationship with Collier County of nearly 25 years, generating extensive
local knowledge that will directly contribute to the success of this CRA Plan Update. Our firm has provided
professional services for the County’s impact fees programs (except utilities) since 1990, prepared the County’s
2011 Parks Master Plan, and led several large-scale planning studies, such as the Master Mobility Plan. This
experience provides a strong foundation of knowledge related to the County’s infrastructure, transportation,
transit, public safety, and parks system. We are familiar with past and current demographic trends within
specific areas of the county, economic development, infrastructure needs, changing levels of service, and capital
funding trends.
Cost/Fee for Service
Our cost/fee to update the Bayshore Gateway Triangle CRA Redevelopment Area Plan is located under Tab VII:
Fee Proposal and Services of this submittal. Our cost/fee to update the Bayshore Gateway Triangle CRA
Redevelopment Area Plan can range in cost based on available data, degree of public involvement, and
complexity of the final deliverable desired by the CRA. We understand the County has requested an idea of the
cost of service proposed for information purposes and that the final scope and fee will be negotiated with the
selected consultant.
Ability to Perform Services on Time and Within Budget
The Tindale Oliver Design Team is committed to providing Collier County with the highest-quality service in a
timely manner. Based on the scope of services provided under Tab II: Approach and Understanding of this
submittal, we estimate the CRA Redevelopment Plan can be updated and adopted within 8–9 months.
Understanding of Challenges & Opportunities for the Community Redevelopment Area
We have reviewed the specifications and proposal requirements, and other documents pertaining to the goal of
updating the 2000 Bayshore Gateway Triangle CRA Redevelopment Area Plan to address all aspects of
redevelopment including, but not limited to the following:
Assessment of the Blight Study and 2000 Redevelopment Plan for the Bayshore Gateway Triangle CRA
Community Redevelopment Area and annual reports, and staff discussions to determine the projects
completed and the objectives met since the time of adoption. We will also review the Plan as it relates to
current requirements in the Florida Statutes.
Full physical assessment or “Ground Truth” of the CRA including the existing built environment and land
uses, vacant land analysis, and existing public uses and open spaces and make recommendations on their
enhancements.
GAP Analysis as it relates to the identifications of elements missing to achieving the CRA’s goals and
objectives. The analysis will also evaluate the attributes and deficiencies of the County’s LDC and GMP as it
relates to optimizing redevelopment for the District.
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 4
GREAT INSIGHTS. GREATER OUTCOMES.
TAMPA ORLANDO BARTOW FORT LAUDERDALE BALTIMORE SEATTLE
1000 N. Ashley Dr. | Suite 400 | Tampa, FL 33602-3719 | (813) 224-8862 | Fax (813) 226-2106
www.tindaleoliver.com
Demographic analysis and TIF forecasts based on community growth and desired redevelopment.
Creation and implementation of a Community Outreach Plan to gain an understanding of historic
conditions, desired changes, and to build support for proposed redevelopment initiatives. Public
Involvement will include interviews, developer forums, opinion survey, and community forums.
Update/development of vision, mission, goals, objectives and policies to reduce blight and enhance
economic development opportunities.
Identification of catalyst redevelopment projects and potential updates to the economic development
incentives.
Creation of an Implementation Plan to include a 10-year capital program and operating budget. Potential
funding sources will be identified for CRA programs, projects, and maintenance activities.
Coordination of Plan adoption activities.
Preparation of the Redevelopment Plan Update and associated documents to meet Chapter 163, Part III,
Florida Statutes.
Location
The work to be performed for this contract will be done primarily by staff in our Tampa office with support from
our Orlando office, and staff that reside within Collier County. In addition, as stated earlier Amec Foster
Wheeler’s Collier County office will provide infrastructure assessment and cost estimating support. Tab V: Office
Location and Responsiveness provides the addresses and location map of our offices.
Acknowledgement of Addenda
As of the date of this submittal, we have received no addenda.
Authorized Officer
I, Virginia L. Corless, am a Principal and Vice President of Tindale Oliver Design and have full authorization to
execute agreements on behalf of the firm. We look forward to the opportunity to serve Collier County. We have
great confidence in our redevelopment planning and urban design team and are confident we can bring creative,
responsive, and appropriate solutions to the challenges presented within the Redevelopment Area and the
areas’ residents, business owners, and development community.
Sincerely,
Virginia “Ginger” Corless, AICP, CPRP
Principal/Vice President
Tindale Oliver Design
1000 North Ashley Drive, Suite 400
Tampa, FL 33602-3719
gcorless@tindaleoliver.com
813-224-8862, ext. 2228
State of Incorporation: Florida
Michael@MichaelLauerPlanning.com
January 19, 2016
Re: RFP 17-7050
Bayshore Gateway Triangle CRA Redevelopment Plan Update
Collier County
Dear Mr. Coyman:
Michael Lauer Planning, LLC has a strong working relationship with Tindale Oliver and seeks to
continue that relationship on Collier County’s Bayshore Gateway Triangle CRA Redevelopment
Plan Update. Please accept this correspondence as o ur “Statement of Intent” to provide Tindale
Oliver redevelopment planning and land development code expertise on the above-referenced
project. Please contact me if you have any questions or need any additional information.
I look forward to the opportunity to work with Collier County
Sincerely,
Michael Lauer, AICP - Principal
2105 South River Road
Melbourne Beach, FL 32951
Tel – 321.549.3005
Amec Foster Wheeler Environment & Infrastructure, Inc.
Commerce Center
281 Airport Road South, Naples, Florida 34104
Main: 239.643.4747 Fax: 239.643.4750 Cellular: 305.586.6594
January 6, 2017
Re: RFP 17-7050
Bayshore Gateway Triangle CRA Redevelopment Plan Update
Collier County
Dear Mr. Coyman:
Amec Foster Wheeler has a strong working relationship with Tindale Oliver and seeks to continue
that relationship on Collier County’s Bayshore Gateway Triangle CRA Redevelopment Plan
Update. Please accept this correspondence as our “Statement of Intent” to provide Tindale Oliver
planning and engineering support services on the previously referenced project. Please contact
me if you have any questions or if additional information is needed.
Sincerely,
AMEC FOSTER WHEELER ENVIRONMENT & INFRASTRUCTURE, INC.
Nestor Fernandez, CPM
Naples Branch Manager/ Senior Program Manager
Distributions: Addressee (1)
File (1)
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 5
Tab II: Approach and Understanding
Project Understanding
The Bayshore Gateway Triangle CRA wishes to update the Redevelopment Area Plan to not only meet the requirements of
Florida Statutes, Chapter 163, Part III, but also to continue its work in creating a unified vision for the CRA while
identifying new redevelopment strategies, projects, and programs that “enhance economic development and quality of life
within the CRA by eliminating blight conditions and facilitating community partnerships, business growth, job creation, and
neighborhood rehabilitation.”
The CRA Redevelopment Area Plan Update is an important initiative that will continue to leverage the community and
economic assets that currently lie within the CRA to create an environment ripe for growth and development. This Plan will
balance the needs of future growth, reinforce sustainable practices, and enhance the quality of life within the area by
testing and building upon CRA’s following goals:
Provide accountability and transparency
Continue to identify and update community priorities
Promote public safety & security
Encourage economic development & revitalization
Improve infrastructure to meet needs of existing and new residents
Innovative land development and growth management planning
Improve community character
Encourage adaptive reuse and rehabilitation of buildings
Eliminate substandard housing & promote new housing
Beautification
Create interconnections and a friendly pedestrian/bicyclist community
Continue to create partnerships
Inter-local intergovernmental coordination
Identify and establish entrances and gateways
Promote CRA owned land for development of catalyst project
We have reviewed the County’s RFP, the 2000 Redevelopment Plan, and Annual Reports and performed a brief review of the
Comprehensive Plan and LDC relating to redevelopment with the Bayshore Gateway Triangle Community Redevelopment
Area. We applaud the County and CRA for the implementation of strategic planning projects, including the adoption of the
Gateway Mixed Use Overlay District and the Bayshore Mixed Use Overlay District, to encourage dynamic communities for
people to work, live, and play. We understand the CRA and community have expressed an interest in other sustainable and
alternative initiatives to encourage entrepreneurial development.
The Tindale Oliver Design Team has the credentials to provide all the services identified in the County’s scope of services for
this contract including planning, urban/suburban design, economic development and public financing. Furthermore, we
excel at innovative interactive community outreach activities specifically for redevelopment initiatives. Based on our
understanding and our expertise in preparing community redevelopment plans and updates, we offer the following
approach and scope of work.
Scope of Work: Task 1: Bayshore Gateway Triangle CRA Plan Update
This Update will provide a specific, focused Implementation Plan reflecting an assessment of recent planning efforts and
initiatives that have been completed, current land value and market trends, and revitalization strategies for area
improvement. The Update also will identify infrastructure investments and strategies that can be made to improve the
physical infrastructure and economic environment within the CRA.
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 6
Tab II: Approach and Understanding
The specific purpose of the CRA Redevelopment Area Plan Update will be to analyze current and anticipated economic
conditions, engage in interactive community outreach sufficient to understand the perspectives of those who live, work,
and visit the CRA, and identify a consensus-driven, clear, and concise action plan for redevelopment efforts, investments,
and initiatives for this Update.
Project Coordination
Kick-Off Meeting
The Tindale Oliver Design Team will plan for, facilitate, and document a kick-off meeting with County and CRA staff to
review and reaffirm the CRA’s needs/objectives, discuss project schedule, and review any additional data needed from
various County and/or government agencies. Prior to the kick-off meeting, we will commence data collection and prepare
and submit a data request for additional information needed from the County. We will draft the meeting agenda and submit
it to the CRA’s project manager prior to the kick-off meeting.
Regular Coordination Meetings
The Tindale Oliver Design Team will schedule progress meetings with the CRA project manager or his/her representative to
discuss project progress. For the purpose of budgeting, six coordination meetings will be scheduled; of note is that three of
these may be held via telephone or video conference.
Task 1. Evaluate Existing Bayshore Gateway Triangle Redevelopment Plan
We understand the purpose of this task is to document and evaluate current conditions within the CRA and validate future
direction through an active community outreach program.
1.1 Plan and Policy Assessment
The purpose of this subtask will be to review/assess existing plans and policies currently guiding redevelopment/
development within the CRA. These plans/policies will include, but are not limited to the following:
1999 Blight Study
2000 Redevelopment Plan
CRA Annual Reports since 2000
CRA Board Meeting Minutes
FY 2016–2017 CRA Capital Improvement Plan
FY 2016–2017 Operating Budget
Review of current and past residential and business commercial programs
Collier County Comprehensive Plan
Existing land development regulations
Information on planned or proposed CRA projects and programs
A review of the previous 5 years CRA revenues
A review of historical data regarding previous TIF projections
A review of planned projects, programs and services provided by other County departments and agencies within the
CRA for potential partnering opportunities
Other pertinent documents identified through discussions with staff and stakeholders
1.2 Fieldwork Conditions Assessment
Following document review and the project kick-off meeting, the Tindale Oliver Design Team will conduct fieldwork to
document existing conditions and potential investment opportunities within the CRA. This assessment will identify and
document existing elements, including:
Unique urban design/public realm design elements
Community Character
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 7
Tab II: Approach and Understanding
Historic structures/sites
Roadway facilities/conditions
Bicycle/pedestrian facilities and conditions
Inventory of existing land uses and businesses within the CRA
Business tenant mix
Land-use patterns including vacant sites and occupied and unoccupied structures
Sites and/or potential structures with potential for increased density/intensity and/or mixed use development
Assessment of conditions on the CRA fringe
1.3 Mapping
Building upon the existing conditions assessment and information provided by the CRA/County, the Tindale Oliver Design
Team will create maps and graphics summarizing issues and opportunities within the CRA, with a specific focus on the
following:
General base map of the CRA using ArcGIS software for use in future planning activities
Map identifying the location of occupied and unoccupied structures, location of vacant undeveloped sites, and sites or
structures with the potential for mixed-use and more intense development
Unique design treatments and attributes that should be protected/enhanced
Identification of existing parks, plaza and open space
Traffic and bicycle/pedestrian safety concerns
Land use transitions between commercial cores/notes and residential neighborhoods
Housing conditions and opportunities
Parking and access conditions, including utilization, lot conditions, etc.
Other potential issues – stormwater, utility infrastructure, etc.
1.4 Demographic and Trends Assessment
The Tindale Oliver Design Team will evaluate existing demographic data within the CRA and will run future projections. In
addition, we will evaluate building and development trends within the CRA and region to assess opportunities for future
redevelopment initiatives.
1.5 Stakeholder Interviews
Six stakeholder interviews will be held with local business/property owners within the CRA to better understand local needs
and economic conditions. CRA staff will select the interviewees. These interviews will be held by phone or in person,
whenever possible. To maximize efficiency, the stakeholders may be organized into two small groups.
1.6 Community Outreach Forums
Two public workshops will be held in support of Plan Update efforts. The first will be held to discuss the overall intent of the
Update and seek input regarding refining community objectives and the identification of potential projects and programs
within the CRA. The second will be held following the development of projects and initiatives recommended for inclusion in
the plan. This approach will allow for the community to set the overall planning framework early in the process and to
review/assess proposed projects, plans, and initiatives before the draft and final plan documents are written.
1.7 Update Community Objectives
The Tindale Oliver Design Team will evaluate the Strategic Priorities and CRA’s planning and programming initiatives.
Through an assessment of the existing conditions, evaluation of opportunities, discussions with staff and the CRA Board of
Directors, and public input, we will update the CRA community objectives, resulting in guiding principles to base the CRA
Plan Update.
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 8
Tab II: Approach and Understanding
1.8 Project Identification and Conceptual Plan Framework
Based on the information gathered during the existing conditions analysis and the community visioning process a
comprehensive listing of potential projects, strategies, and initiatives will be identified for inclusion within the
Redevelopment Plan Update. In addition, this task will include the development of a plan outline and framework for the
planning document that will be discussed/refined with input from staff. The potential project, strategies, and initiatives
identified will be focused on the topic areas described as follows.
Transportation Connectivity
To encourage the development of a more functional, walkable, and inviting CRA, we will address overall transportation
patterns and transit, bike, and pedestrian connections both within the CRA and to key assets and attractions outside the
CRA. The Tindale Oliver Design Team will identify a conceptual plan to create friendly and safe connections.
Parking Assessment & Strategies
This subtask will include an inspection of the existing parking within the CRA. Parking areas will be mapped, and
deficiencies, if any, will be identified. This task will include a conceptual parking plan.
Infrastructure Needs
This subtask will include the identification of additional infrastructure needs that should be addressed within the CRA.
These needs could include those identified as a result of aging infrastructure or improvements needed due to increasing
system caused by increasing development densities/intensities as a result of infill and redevelopment activities within the
CRA. Recommendations for potential projects will be made based on a cursory assessment of existing data sources, staff
discussions, public input, and fieldwork.
Land Use and Urban Design Strategies
This subtask will include the identification of specific policy and regulatory strategies that should be put in place to
encourage the evolution of the CRA’s Strategic Priorities and Community Objectives. These recommendations will build
upon the data/analysis and identify specific changes to the Comprehensive Plan and/or Land Development Code that
should be undertaken to encourage the development of the desired look and feel within the built environment of the CRA.
Vacant Parcels Strategy and Identification of Catalyst Sites
Based on the assessment of the vacant parcels and structures within the CRA, the Tindale Oliver Design Team will identify
strategies regarding infill development and opportunities for specific sites to be redeveloped to serve as a catalyst for
surrounding development.
Streetscape, Parks, and Aesthetic Improvements
The CRA has invested greatly in improving the public realm. To continue this objective, projects and programs will be
identified to further enhance the CRA’s aesthetic elements for streets, rights-of-way, parks, and open spaces.
Development Incentives and Other Strategies
The CRA has a strong foundation in offering business and residential incentives and programs. To be successful and fulfill its
long-term vision, the limited resources of the CRA must continue to be leveraged in a way that effectively attracts and
retains private-sector investment. This investment increases economic activity, brings jobs, and increases property values,
which will augment the resources of the CRA and the County as a whole. To attract this investment, the CRA should continue
its practice of offering a variety of incentives to encourage new development and retain existing businesses and residents.
The CRA’s current initiatives will be reviewed, and recommendations will be made regarding retaining them, enhancing
them, or phasing them out.
1.9 Existing Conditions Summary Report
The Tindale Oliver Design Team will prepare a written summary with supporting graphics to summarize research, field
assessment/Ground Truth and community input. As stated in the County’s RFP the report will contain at minimum the
following:
Current Conditions or “Ground Truth”
Gap Analysis
LDC and GMP Assessment
Demographic Analysis
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 9
Tab II: Approach and Understanding
Summary of Infrastructure Requirements
Preliminary Recommendations
1.10 Presentation of Task 1 Report
The Tindale Oliver Design Team will present the findings from Task 1 to the Community Redevelopment Agency Advisory
Board for public discussion and to reach consensus regarding the GAP Analysis, preliminary redevelopment
recommendations, updated CRA Plan goals, and community character objectives.
1.11 Final Report
The Task 1 Final Report will be updated based on direction received from the Community Redevelopment Agency Advisory
Board.
Task II. Redevelopment Plan Preparation
Once potential projects and initiatives have been identified and vetted by the Community Redevelopment Advisory Board,
the Tindale Oliver Design Team will prepare the Draft Plan based on input received from CRA/County staff and through
analysis described in the work tasks. The Draft will clearly articulate the goals and measurable objectives of the plan and
identify all the projects and initiatives developed to accomplish the CRA Mission, Strategic Priorities, and Community
Objectives as refined through this update process. The Draft Plan will be submitted for review and comment to staff prior to
taking it to the public and other agencies for approval. The Plan, at minimum, will include the following:
Updated Redevelopment Plan Conceptual Diagram
Draft amendments to the Zoning regulations necessary to further the updated goals and objectives
Implementation Plan that outlines steps necessary to achieve the updated goals and objectives and to implement the
identified catalyst projects
List of infrastructure improvement projects required by the Plan Update and estimated timing of each. This will
include an assessment for the County to fund with CRA funds vs. general departmental activities that could be used as
resources within the CRA.
Task III. Bayshore Gateway Triangle CRA Tax Increment Financing (TIF) Projections
The Tindale Oliver Design Team will review the tax increment revenues collected by the CRA since establishment to gain an
understanding of collections and set a baseline for future projections. This is important to note, for other firms will only look
at the previous five years. Due to the “Great Recession” baselines can not be set based on the previous 5-10 years work of
data. We will conduct a focused review of the market characteristics of the CRA that will include an updated assessment of
macroeconomic and microeconomic conditions. The assessment also will include an evaluation of commercial
opportunities in the CRA.
Based on the assessment of future development, growth, and the projects, programs, and strategies identified in this
update, the Tindale Oliver Design Team will calculate revenue projections and develop a summary assessment and forecast
of economic conditions to provide generalized guidelines of market potential and land use options for the CRA. In essence,
the analysis will establish parameters that outline “the art of the possible” for potential uses that display synergistic
relationships with the larger economy while focusing on the unique size and balance of uses within the CRA. Using data
from the market assessment to forecast development and redevelopment goals, Tindale Oliver Design will create TIF
projections based on low-, medium-, and high-growth scenarios to help the CRA Board of Directors, the County, and the
public understand the potential revenues available for redevelopment activities for the remaining life of the CRA.
Alternative Funding Strategies
TIF revenues should not represent the only source of funding; as part of the planning process, specific recommendations
will be made that will most effectively maximize the return on investment (ROI) for every dollar spent. This approach also
will include recommendations on how to use the CRA’s resources to create public/private partnerships that leverage
multiple sources of funding to complete projects. Grants and other alternative funding programs will be identified based on
specific projects and programs that may be identified in the Plan Update.
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 10
Tab II: Approach and Understanding
Task IV. Capital Improvement Plan & Funding Strategies
Based on review of the previous and current capital improvement plan for the CRA, observations, discussions with staff, and
public input, the Tindale Oliver Design Team will update the CRA’s capital plan through remaining Plan duration, ensuring
the Plan meets the requirements of Florida Statutes, Chapter 163, Part III, governing redevelopment areas. The capital
improvement plan will identify all sources of potential funding (i.e., TIF, grants, general revenue, impact fees, public-private
partnerships, and public-public partnerships) for a specific projects, not just CRA increment revenues.
Task V. Bayshore Gateway Triangle Redevelopment Area Plan Update Approval
Following receipt of final staff, CRA Board of Directors, and County Commission comments on the Draft Plan, a Final Plan
document will be prepared and submitted to the County for final adoption. The Tindale Oliver Team will support the CRA/
County staff with the adoption process for the Plan Update. Activities for this task will include the following:
Preparation of all presentation materials for all meetings noted in this task
Provide CRA/County staff ample time for review
Prepare Executive Summary for Planning Commission and CRA/BCC meetings
Prepare final Updated Bayshore Gateway Triangle Redevelopment Plan Update Document which includes all
components of Tasks I through Task IV.
Assist in drafting and taxing authority notices and advertisements for Plan Update Adoption
Assist in preparation of resolutions/ordinances necessary for updating CRA Plan
Attend meetings with Growth Management Division (up to 4 meetings)
Present Plan Update to public (1 meeting)
Present Plan Update to Collier Planning Commission (up to 2 meetings)
Present Plan Update to CRA Advisory Board (1 meeting)
Present to CRA/BCC Board for final adoption (1 meeting)
Timing and Phasing
We expect that worked identified in Task 1 – Plan Update can be completed within 8–9 months from the receipt of the
Notice to Proceed and that the approval process will take 2–3 months based on the ability to be placed on local agency
agendas.
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 11
Tab III: Expertise of Designated Staff
The following section details the management and members of the Tindale
Oliver Design Team that will provide professional services to complete the
Collier County Bayshore Gateway Triangle CRA Redevelopment Area Plan
Update. The team chart below illustrates the structure and hierarchy of
our team.
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 12
Tab III: Expertise of Designated Staff
Tindale Oliver Design
The following provides summarized professional biographies of the Tindale Oliver Design Team
assigned to this contract and their task/role in completing the Collier County Bayshore Gateway
Triangle CRA Redevelopment Area Plan.
Steve Tindale, AICP, P.E.
Role: Principal-in-Charge
With more than 45 years of experience, Steve’s primary expertise is in planning, designing, and
managing public infrastructure projects. His extensive municipal experience enables him to provide
global guidance and quality control to municipal planning projects. Other areas of expertise include
impact fee studies, land-use trip characteristic studies, community development systems,
comprehensive plans, public facilities planning, capital budgeting, municipal finance, and project
implementation. Steve is the managing principle for the firm’s Community Planning and Design
Solution Area/Tindale Oliver Design.
Virginia “Ginger” Corless, AICP, CPRP
Role: Contract Manager/Day-to-Day Contact
Ginger will serve as the Contract Manager and Day-to-Day Contact for the Collier County Bayshore
Gateway Triangle CRA Redevelopment Area Plan. She will also facilitate all community outreach
activities and participate in presentations to the CRA Advisory Board, the Board of County
Commissioners, and other agencies. With more than 30 years of experience in drafting redevelopment
plans for CRAs across Florida, she will oversee the completion of all planning activities.
Ginger is a certified planner, a certified parks and recreation professional, and a public outreach and
Crime Prevention Through Environmental Design (CPTED) specialist. For the past 30 years, she has
provided professional services to complete a variety of assignments including Findings of Necessity
reports, community master plans, redevelopment plans, redevelopment plan updates,
redevelopment implementation plans, small area plans, parking master plans, transit-oriented
development, form-based and land development codes, and design guidelines. As a recreation and
park professional, she has served as the lead recreational planner for 100+ park projects.
Ginger has provided similar services on 20+ similar redevelopment contracts. This experience resulted
in her being recognized by the Florida Court System as an expert witness in redevelopment planning
and activities. She also sits as a Board Member for the City of Ocoee’s 50 West CRA, a CRA she helped
establish. A few of her similar projects include the following:
Belmont DeVillers CRA Neighborhood Action Plan; Pensacola, FL
Central City District CRA Plan; Casselberry, FL
CRA Finding of Necessity & Redevelopment Plan Update, St. Pete Beach, FL
CRA Redevelopment Plan Update, College Park/University Heights, Gainesville, FL
CRA Visual Master Plan; Gainesville, FL
Downtown/US 17-92 Corridor Blight Study, Redevelopment Plan & Implementation Services;
Orange City, FL
Downtown CRA Plan Update; Kissimmee, FL
Downtown CRA Plan Update; DeLand, FL
Downtown CRA Finding, Redevelopment Plan and Parks Master Planning; Winter Garden, FL
Downtown CRA Streetscape Projects; Ft, Myers, FL
Downtown CRA Parking Master Plan; Dunedin, FL
Finding of Necessity and Redevelopment Plan; Parker, FL
Redevelopment Plan Update and Implementation Services; Holly Hill, FL
Front Beach Road Blight Study, Redevelopment Plan, Form Based Code, Streetscape Design
and other Implementation Services; Panama City Beach, FL
Merritt Island CRA Implementation Services; Brevard County, FL
Murdoch Village Community Redevelopment Plan; Charlotte County, FL
US 1 Corridor Blight Study and Redevelopment Plan; Edgewater, FL
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 13
Tab III: Expertise of Designated Staff
Evan Johnson, AICP
Role: Deputy Project Manager and Senior Redevelopment Planner
Evan will support Ginger with day-to-day management activities. He is a Senior Project Manager with
Tindale Oliver’s Community Planning and Design Solutions team and has served on a variety of
projects for both public and private sector clients, with a primary focus on urban development and
redevelopment. He is experienced in planning for Community Redevelopment Areas (CRAs),
community colleges, corridor redevelopment, urban rezoning/site plan approvals, and
Comprehensive Plan Amendments and analysis. He has built a strong relationship with CRAs across
Florida and in the Florida Redevelopment Association Academy and recently was inducted as an FRA
Board Member. Selected projects include the following:
Broward MPO Hollywood-Pines Corridor Study; Broward County, FL
US 1 Corridor Blight Study and Redevelopment Plan; Edgewater, FL
Neighborhood Planning Program; Port St. Lucie, FL
CRA Plan Update; St. Pete Beach, FL
CRA Master Plan Update and Design Guidelines; Kissimmee, FL
CRA Economic Strategic Action Plan: East Main Street, Lakeland, FL
Fiscal Sustainability Study: Orange County, FL
Neighborhood Planning, Port St. Lucie, FL
SR 7 Multimodal Improvements Corridor Study/Broward MPO, Broward County, FL
Town Center Master Plan, Town of Longboat Key, FL
Uptown Urban Village Land Use Amendment and Form Based Code Master Plan, Ft.
Lauderdale, FL
Planning Council Countywide Plan Update; Pinellas County, FL
Eastside CRA Finding of Necessity Studies; Gainesville, FL
Old Southeast Neighborhood Plan; St. Petersburg , FL
Industrial Land Use Study (ILUS); Pinellas County, FL
Alex Law, AICP
Role: Redevelopment Specialist
Alex will be responsible for synthesizing data and evaluating demographic and market trends. He has
more than 20 years of experience providing professional redevelopment planning and urban design
services to a variety of local, county and state government agencies throughout Florida. Assignments
have included parks and recreation master plans, recreation and open space elements, community
master plans, small area plans, redevelopment plans and updates, parking master plans, transit-
oriented development, form-based and land development codes, and design guidelines. Selected
projects include the following:
Downtown/US 17-92 Corridor Blight Study, Redevelopment Plan & Implementation Services;
Orange City, FL
CRA Plan Update; St. Pete Beach, FL
CRA Master Plan Update and Design Guidelines; Kissimmee, FL
I-4 Technology Corridor Overlay District; Plant City, FL
US 1 Corridor Blight Study and Redevelopment Plan; Edgewater, FL
Belmont DeVillers CRA Neighborhood Action Plan; Pensacola, FL
Finding of Necessity and Redevelopment Plan; Parker, FL
Form Based Code Framework; Gainesville, FL
Front Beach Road Blight Study, Redevelopment Plan, Form Based Code, Streetscape Design
and other Implementation Services; Panama City Beach, FL
CRA Parking Study, Dunedin, FL
Transit Oriented Development Standards & Comprehensive Plan Amendments; DeBary, FL
CRA Expansion; Cape Coral, FL
Urban Design Master Plan & Pattern Book; Deltona, FL
Unified Development Code Update; Southern Pines, NC
CRA Plan Update, Gateways, Wayfinding & Transit Facilities, Holly Hill, FL
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 14
Tab III: Expertise of Designated Staff
Bonnie Bernardo, PLA
Role: Urban Designer, Landscape Architect
Bonnie will evaluate the overall community aesthetics of the CRA and assist in the identification of
potential public realm improvements. She will also assess opportunities for vacant parcels. As
appropriate, she will provide graphic renderings for potential improvements in the CRA to convey
intent to the CRA Board of Directors and the public. For more than 24 years, she has provided
professional landscape architectural services throughout Florida for a variety of assignments
including roadways, streetscapes, buildings, plazas, parks and other various facilities. She also has
provided services to complete needs analysis studies, author and facilitate public involvement
programs, perform community liaison duties, research funding options, provide grant writing and
administration services, and prepare conceptual designs, construction documents, and as a project
manager, conduct construction site inspections. Selected projects include the following:
Trails Master Plan; Hillsborough County, FL
JW Clay Streetscape; Charlotte, NC
CRA Parks Design and Redevelopment Program; Maitland, FL
Good Neighbor Trail Corridor Study; Brooksville, FL
Citywide Parks and Recreation Master Plan; Haines City, FL
Centennial Park; St Cloud Downtown CRA, FL
Wally Blain, AICP
Role: Transportation Planner
Wally has far-reaching experience in long-range multimodal planning having worked more than half of
his career for one of Florida’s largest Metropolitan Planning Organizations. Building on solid technical
skills in travel demand modeling, GIS, data analysis, and an understanding of the planning process, he
possess a comprehensive understanding of federal metropolitan planning regulations and the State of
Florida MPO Handbook. He will provide transportation and multimodal transportation planning support
on task s that may required these services. It is important to note that Wally currently resides within
Collier County.
Jennifer Bartlett, AICP
Role: Multimodal Transportation Planner
Jennifer has extensive experience in transportation, bicycle, and pedestrian master plans and
development projects. She will assist Evan with the physical assessment of circulation patterns within
the CRA and make recommendations for enhancements of these facilities. Selected projects include
the following:
Citywide Trails Master Plan; St. Cloud, FL
Good Neighbor Trail Alternatives Analysis; Hernando/Citrus MPO
Greenways and Trails Plan Update; Hillsborough County, FL
Naples Park Walkability Study; Naples, FL
Parks, Recreation and Trails Master Plan Updates; Lake County, FL
JW Clay Streetscape Conceptual Design; Charlotte, NC
2040 Cost Feasible LRTP; Collier County, FL
Nilgün Kamp, AICP
Role: Financial Specialist
Nilgün will support the team in assessing potential revenue opportunities for the CRA, including
performing the TIF forecast updates. She has been involved in public infrastructure financing for more
than 21 years and has served as the project manager for approximately 200 impact fee, assessment
and user fee development and implementation studies for transportation, fire, EMS, schools, law
enforcement, correctional facilities, government buildings, solid waste, libraries, and parks and
recreational facilities. She has extensive experience in working with Collier County on its impact fees.
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 15
Tab III: Expertise of Designated Staff
Patrick Dougherty
Role: Redevelopment Planner/GIS
Patrick is a Planner and GIS Analyst with Tindale Oliver Design. With a background in human
geography, GIS and spatial analysis, he is experienced in visualizing and analyzing data for an array of
projects. He has gained experience working in urban design, community, and transportation planning
projects, including the following:
CRA Economic Strategic Action Plan: East Main Street, Lakeland, FL
Fiscal Sustainability Study; Orange County, FL
Neighborhood Planning; Port St. Lucie, FL
SR 7 Multimodal Improvements Corridor Study/Broward MPO; Broward County, FL
Town Center Master Plan; Town of Longboat Key, FL
Uptown Urban Village Land Use Amendment/Form Based Code Master Plan; Ft. Lauderdale, FL
Michael Lauer Planning
Michael Lauer, AICP
Role: Zoning/LDC Specialist
Michael will support the team in reviewing the County’s Comprehensive Plan and Land Development
Code to assess if changes need to be made to better address the CRA’s Strategic Priorities and
Community Objectives. He has served local governments from coast to coast over the last 33 years
and has developed and helped implement numerous award-winning growth management programs
for urban and rural jurisdictions. In addition to developing comprehensive and strategic plans, he has
developed plan implementation programs addressing infrastructure adequacy, redevelopment,
concurrency management, agricultural preservation, and development and design regulations. He
Lauer has had a working relationship with the staff of Tindale Oliver Design for more than 15 years.
Projects in which we have worked together include the following:
Front Beach Road CRA Form Based Code; Panama City Beach, FL
I-4 Technology Corridor Overlay District; Plant City, FL
Town Center Master Plan; Town of Longboat Key, FL
Land Use Plan Update; Concord, NC
Mixed-Use Development Standards; Gainesville, FL
Unified Development Code Update; Southern Pines, NC
Unified Development Code Update; Ocean Springs, MS
Uptown Urban Village Land Use Amendment/Form Based Code Master Plan, Ft. Lauderdale, FL
Other project experience includes the following:
Comprehensive Plan, Zoning Ordinance Diagnostic and New Zoning Ordinance; Lynchburg, VA
Community Facilities Analysis; Thornton, CO
Comprehensive Land Use Regulations, Old Mandeville Design Standards, Development
Agreement - Mandeville, Louisiana
Development Code; Kiawah Island, SC
Land Development Regulations; Hillsborough County, FL
Mixed-Use Redevelopment Standards; Jefferson Parish, LA
Ongoing Land Development Code Maintenance; Panama City Beach, FL
Unified Development Code On-Going Maintenance; Southern Pines, NC
Zoning and Development Code; Grand Junction, CO
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 16
Tab III: Expertise of Designated Staff
Amec Foster Wheeler
Amec Foster Wheeler’s Collier County office will support Tindale Oliver Design with the Ground Truth
of existing infrastructure and utilities within the CRA. In addition, it will assist the team in identifying
potential projects and related costs. Tindale Oliver Design and Amec Foster Wheeler are currently
working on several projects together, including the Dade City Continuing Engineering Services
Contract, Lake Gwyn Park for Polk County, and Haines City Parks and Recreation Master Plan.
Amec Foster Wheeler has a strong working relationship with Collier County including the following
projects:
Resource Recovery Park Master Plan
Countywide Facility Assessment Report
As-Needed BIM Services
North Collier Recycling Drop-off Center
Heritage Bay Reliability Connections Project
New Visitor's Center
Hammerhead Program Management
North County Water Reclamation Facility Lab Expansion
North County Water Plant Lab Air Cooled Chiller
Stephen R. Lienhart, PE
Role: Project Engineer
Stephen has been involved in water resources since 1973, predominately in Florida, ranging from field
studies, systems modeling, facilities design and operation, and management programs for surface
waters, springs, groundwaters, estuarine/ marine waters, and water quality. He has more than 40
years of experience in stormwater management, water supply, reclaimed water reuse, management
of water quality, and the institutional and regulatory issues relating to these practice areas. As one of
the state’s recognized stormwater experts, he has helped communities and private sector clients
solve cyclic regional flooding challenges, eliminate chronic local drainage problems, develop new
funding sources, resolve interlocal water supply issues, manage water supplies, allocate consumptive
use of water sources, plan for the anticipated impacts of global warming, address water quality
challenges, develop long-term solutions for achieving compliance with federal and state municipal
separate storm sewer systems (MS4), total maximum daily load (TMDL), basin management action
plan (BMAP), and numeric nutrient criteria (NNC) programs.
Gregory Corning, PE
Role: Engineer
Gregory has conducted field exploration and research for a multitude of environmental projects
including canal surface water assessment, monitoring and wetland evaluations. He has assisted in the
management and planning for canal restoration, stormwater, and wetland projects from the design
and permitting stage through construction and final certification. He will work with Stephen to
provide technical and engineering analysis support for tasks defined in the redevelopment update
which may include but not be limited to canal restoration planning and design, stormwater design
and permitting, environmental design and permitting, construction administration and engineering,
and inspection services as required.
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 17
Tab IV: Previous
Performance on
Similar Jobs
References for projects numbered 1, 2,
and 3 can attest to our team’s
performance on their assignment.
CRA Finding of Necessity,
Redevelopment Plan & Implementation,
Panama City Beach, Florida
The staff of Tindale Oliver Design
provided professional services to support
a wide variety of planning, urban design,
and infrastructure improvement projects
for the City of Panama City Beach since
1998. Projects have included a blight
study, community redevelopment plan,
development of a multimodal corridor
plan, parking assessments, conceptual
master plans for the City’s municipal
complex, and streetscape design
standards for 8+ miles of corridor, which
included preferred roadway cross-
sections, pedestrian and transit
amenities, street lighting, intersection
treatments, signage, landscaping, and
beach access crossings. With Michael
Lauer Planning , our firm assisted in
creating a form-based code for the
2,000-acre Front Beach Road Community
Redevelopment District. Development
scenarios were used to educate the City
Council, CRA, and the public regarding
potential densities and intensities using
form-based development criteria.
Michael Lauer, with Tindale Oliver Design
staff support, updated the City’s Land
Development Code to incorporate the
newly-adopted form-based code.
Services Provided
Redevelopment Planning, Urban Design,
Landscape Architecture, Comprehensive
Planning, Code Development,
Public Outreach
Completion Date
1998–2014
Project Cost
Costs varied based on task
Reference
Mel Leonard, Planning Director
City of Panama City Beach
110 South Arnold Road
Panama City Beach, FL 32413
(850) 233-5054, Ext: 2313
mleonard@pcbgov.com
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 18
Tab VI: Previous Performance on Similar Jobs
CRA Master Plan Update &
Implementation Services, Holly Hill,
Florida
The staff of Tindale Oliver Design,
specifically Ginger Corless and Alex Law,
served as the prime consultant for the
City of Holly Hill’s Community
Redevelopment Plan Update. To solicit
public opinion on existing conditions, the
firm initiated a detailed field inspection
of the Redevelopment District and
conducted a series of public workshops
to identify opportunities and constraints
related to character, aesthetics, land use,
development patterns, housing,
transportation, traffic management,
infrastructure, parking, streetscape,
safety, arts, culture, special events,
public spaces, and revitalization
initiatives.
Following the adoption of the update, we
provided implementation services for
corridor enhancements including
gateways, wayfinding, transit stops, and
landscaping through 2012. The firm will
be providing additional wayfinding and
gateway design and implementation
services for the Holly Hill CRA in fiscal
year 2016–2017.
Services Provided
Redevelopment Planning, Public
Outreach, Urban Design, Signage Design
Completion Date
2012 – New services in FY 2016–2017
Project Cost
Varies per assignment
Reference
Thomas Harowski, City Planner
City of Holly Hill
1065 Ridgewood Avenue
Holly Hill, FL 32117
(386) 248-9424
tharowski@hollyhillfl.org
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 19
Tab VI: Previous Performance on Similar Jobs
CRA Finding of Necessity,
Redevelopment Plan & Implementation
Services, Orange City, Florida
Through an on-call contract, Tindale
Oliver Design performed a needs
assessment and assisted the City in
acquiring redevelopment delegation
from Volusia County, establishing a
Community Redevelopment Agency,
drafting a Redevelopment Plan and
establishing a Redevelopment Trust Fund
for the Downtown Community
Redevelopment Area (US 17-92/Volusia
Avenue).
Our firm also provided recreational
planning, peer review, grant support
services, signage design, park design,
streetscape design, urban design and
public outreach services to implement
median beautification projects, and the
award-winning Mill Lake Park within the
City’s Redevelopment District.
Services Provided
Redevelopment Planning, Urban Design,
Parks Design & Implementation, Corridor
Beautification
Completion Date
2010–present
Project Cost
Finding & Redevelopment Plan $90,000
Other fees varied based on assignment
Reference
Becky Mendez
Development Services Director
City of Orange City
205 East Graves Avenue
Orange City, FL 32763
(386) 775-5418
bmendez@ourorangecity.com
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 20
Tab VI: Previous Performance on Similar Jobs
CRA Downtown Redevelopment Plan
Update, Kissimmee, Florida
Tindale Oliver Design had an on-call
planning and urban design services
contract with the Kissimmee Community
Redevelopment Agency to work on a
variety of projects, including
redevelopment planning, urban design,
and public realm and private
development standards.
Our first assignment was to update the
Downtown CRA’s Redevelopment Plan.
Our firm completed the update in six
months. The Update included a
framework for the next 20 years centered
on five planning principals and specific
strategic initiative areas for future
reinvestment. A detailed capital
improvement plan was prepared and
strong graphics were used to convey the
updated visioning and projects to the
public and CRA Board.
The CRA Redevelopment Plan Update
received the 2013 Florida Redevelopment
Association Outstanding Planning
Studies Award.
Services Provided
Redevelopment Planning, Public
Outreach, Urban Design
Completion Date
2014
Project Cost
CRA Plan Update $75,000
Reference
Craig M. Holland, AICP
Development Services and CRA Director
City of Kissimmee
101 Church St, Suite 110
Kissimmee, FL 34741
(407) 518-2148
CHOLLAND@kissimmee.org
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 21
Tab VI: Previous Performance on Similar Jobs
CRA Finding of Necessity &
Redevelopment Plan, US1, Edgewater,
Florida
In 2013, Tindale Oliver Design performed
a needs assessment that resulted in
expanding the study area south to
include vacant commercial and mobile
home parks. Analysis concluded there
was substantial deterioration and 6 of the
14 blighted factors identified in the
Florida Redevelopment Act were present.
The blight factors included deteriorated
site structures, deficient and unsafe
transportation facilities, unsafe and
unsanitary conditions, falling assessed
values, faulty lot layout, and outdated
building patterns.
Building upon the City’s vision, Tindale
Oliver Design drafted a redevelopment
plan for a 400-acre redevelopment area,
comprised of 509 parcels of the City’s
total 14,411 acres. The Plan included
primary and community objectives based
on improvements within four planning
areas. Financial analysis identified
potential increment revenues based on
three different scenarios.
We also assisted the City in requesting
and securing delegation of
redevelopment powers from the Volusia
County Council (November 2014), only
the second delegation given since 2010
(Tindale Oliver Design also acquired the
first delegation). We also provided
direction and guidance in drafting
legislation to establish the City’s
Community Redevelopment Agency,
adopt the Community Redevelopment
Plan and established the Redevelopment
Trust Fund, base year 2014.
Services Provided
Redevelopment Planning, TIF
Forecasting, Public Outreach Services
Completion Date
2014
Project Cost
$65,000
Reference
Tracey T. Barlow
City Manager, City of Edgewater
PO Box 100
Edgewater, FL 32132
(386) 424-2400
ttbarlow@cityofedgewater.org
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 22
Tab VI: Previous Performance on Similar Jobs
CRA Finding of Necessity and
Redevelopment Plan, Ocoee, Florida
The staff of Tindale Oliver Design
provided redevelopment planning and
economic analysis for the City of Ocoee’s
Community Redevelopment Area which
is composed of approximately 1,100
acres of prime real estate along the SR 50
commercial corridor. The City required
redevelopment strategies to mitigate
blight within the area. A Finding of
Necessity, community redevelopment
plan and visioning exercises were
undertaken to focus redevelopment
efforts along the SR 50 commercial
corridor. The community redevelopment
plan proactively suggests future land use
concepts, infrastructure enhancements,
urban design improvements and other
short and long term redevelopment
strategies to mitigate area blight.
Based on her expertise and her residency
in Ocoee, Ginger Corless sits on the City’s
CRA Board. She is also recently assisted
in preparing a downtown master plan for
an area outside the CRA.
Services Provided
Redevelopment Planning, Urban Design,
Public Outreach
Completion Date
Redevelopment Plan – 2005
CRA Board Support – 2005–present
Downtown Master Plan – 2016
Project Cost
Redevelopment Plan – $65,000
Reference
Craig Shadrix
Assistant City Manager
City of Ocoee
150 N. Lakeshore Drive
Ocoee, FL 34761
(407) 905-3112
craig.shadrix@ci.ocoee.fl.us
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 23
Tab VI: Previous Performance on Similar Jobs
CRA Finding of Necessity &
Redevelopment Plan Update,
St. Pete Beach, Florida
For more than a decade, the City of St.
Pete Beach has been planning for the
successful redevelopment of its
Downtown and the Gulf Boulevard tourist
and commercial areas, including the
completion of a Finding of Necessity
study and the creation of a Community
Redevelopment Agency.
In 2013, Tindale Oliver Design was asked
to complete a major update to the
Community Redevelopment Area Plan,
consistent with Florida Redevelopment
Statutes Chapter 163, Part II, in a user-
friendly format that addressed a clear
framework for implementation.
Services Provided
Data Analysis, TIF Projections,
Redevelopment Objectives and
Strategies, Capital Project Identification,
Public Outreach, Review and Approval
Process Facilitation
Reference
Chelsey Welden
Urban Planner
City of St. Pete Beach
155 Corey Avenue
St. Pete Beach, FL 33706
(727) 363-9266
cwelden@stpetebeach.org
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 24
Tab VI: Previous Performance on Similar Jobs
CRA Neighborhood Plan Update, Old
Southeast Neighborhood,
St. Petersburg , Florida
In 2012, the City of St. Petersburg
Neighborhood Partnership contracted
with Tindale Oliver Design to update the
neighborhood plan for the Old Southeast
Neighborhood. Staff worked closely with
the Neighborhood Partnership, the Old
Southeast Neighborhood Association
(OSNA), and other stakeholders to
develop a neighborhood vision and
identify plan priorities.
Services Provided
Redevelopment Planning, Urban Design
Services, Public Outreach
Completion Date
2012
Project Cost
$29,000
Reference
Susan Ajoc, Director
Community Services Department
P.O. Box 2842
St. Petersburg, FL 33731
(727) 892-5141
Susan.ajoc@stpete.org
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 25
Tab VI: Previous Performance on Similar Jobs
CRA Urban Design Assessment, Master
Plan & Gateway Design,
Avon Park, Florida
With a population of 9,000, Avon Park is a
historic community located in the
northwest corner of Highlands County
and features a historic, mile-long corridor
called the “Miracle Mile” that bisects the
town’s historic boundaries from east to
west.
Through a continuing services contract to
provide urban design services, Tindale
Oliver Design collaborated with the CRA
Board to conduct an urban design
analysis of the Avon Park Downtown CRA
District and develop recommendations
for improvements to the District’s entry
gateways, signage and identification
markers, street/pedestrian networks and
connectivity, open space, architectural
guidelines, and utilities.
Services Provided
Developed entry gateway concepts,
approaches to enhance vehicular and
pedestrian circulation, connectivity, and
safety, wayfinding signage system,
historic markers, recommended utility
infrastructure improvements to enhance
economic development opportunities.
Completion Date
2013
Project Cost
$30,000
Reference
Bonnie Barwick
City of Avon Park
City Clerk
110 East Main Street
Avon Park, FL 33825
(863) 452-4405
bbarwick@avonpark.cc
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 26
Tab VI: Previous Performance on Similar Jobs
CRA Corridor Plan, Hollywood/Pines,
Broward County, FL
The Broward MPO is working to integrate
its Livability Planning initiatives and
Congestion Management Process,
moving away from traditional
approaches that focus on the single-
occupant vehicle, such as road widening.
This integrated approach focuses on
enhancing the quality of life and
improving safety and mobility through
short and long-term strategies and
improvements for land use, transit,
biking, and walking.
The Broward MPO retained Tindale Oliver
to conduct the first combined Livability/
Congestion Management Project along a
20-mile section of the Hollywood/Pines
Boulevard corridor. The project included
a multifaceted public engagement
campaign to obtain input from residents,
employees, and other users of the
corridor. A primary tool used to engage
the public was a “one-stop” project
website to not only provide a platform of
information regarding the project, but
also interactive tools such as surveys and
comment boards to obtain input from
and communicate with users.
Services Provided
Transportation Planning, Corridor
Planning, Land Use, Urban Design and
Public Outreach
Completion Date
2013
Project Cost
$318,429
Reference
James Cromar
Director of Planning
Broward MPO
100 West Cypress Creek Road, #850
Ft. Lauderdale, FL 33309
(954) 876-0038
cromarj@browardmpo.org
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 27
Tab V: Office Location and Responsiveness
The Tindale Oliver Design Team is committed to providing Collier County with the highest-quality service and
responsiveness. We are confident our redevelopment planning and urban design team can bring creative, responsive, and
appropriate solutions to the challenges presented within the Redevelopment Area.
Professional services for this contract will be provided by Tindale Oliver Design from both our firm’s Tampa and Orlando
office locations. Our subconsultant Amec Foster Wheeler will provide support from the firm’s Naples location. Michael
Lauer Planning will provide support from Melbourne Beach. The addresses of these offices, map location, distance, and
travel time to the Collier County municipal complex is provided below.
Tindale Oliver Design
Tampa (Headquarters)
1000 North Ashley Drive, Suite 400
Tampa, FL 33602
Distance: 165 miles
Travel Time: 144 minutes
Orlando
135 West Central Boulevard, Suite 450
Orlando, FL 32801
Distance: 192 miles
Travel Time: 203 minutes
Amec Foster Wheeler
Naples
281 Airport Road South
Naples, FL 34104
Distance: 1.3 miles
Travel Time: 4 minutes
Michael Lauer Planning
Melbourne Beach
2105 South River Road
Melbourne Beach, FL 32951
Distance: 212 miles
Travel Time: 232 minutes
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 28
Tab VI: Ability to Complete
on Time and Within Budget
Approach to Schedule Control
Approach to Project Accomplishment
The Tindale Oliver Design Team has efficiently developed
task orders, man-hour estimates, budgets, and schedules
for past work efforts. Our approach and methodology to
delivering scopes of service and budgets that meet
expectations are summarized as follows:
Prior to writing a final scope of services, Tindale Oliver
Design will first confer with the CRA project manager to
confirm specific objectives, expected work products,
number of meetings, presentations, and schedule. This
information will allow the efficient and quick
development of a final scope of services, budget, and
schedule.
The final scope and budget will be reviewed with the
CRA project manager to ensure agreement, and
adjustments will be made as necessary.
The final scope, budget, and schedule will be modified
for execution and approval.
Once approved, Tindale Oliver Design will develop a
Project Management Plan (PMP) to help guide the
smooth execution of the assignment and required
deliverables. The PMP will be agreed to by Tindale
Oliver Design and the CRA project manager and will
include the following major elements:
Value/Objectives for Client
Introduction
Scope of Services
Tindale Oliver Design Team Plan and Roles
Project Budget and Unique Contractual
Requirements
Project Deliverables
Project Schedule
Project Work Plan
Quality Control and Assurance Plan
The PMP will ensure that the project stays on schedule
within budget and produces the quality deliverables
expected by the CRA project manager.
Proven ability to provide timely service
Imperative to any project is Tindale Oliver Design's
commitment to doing whatever it takes to get a job done,
not only on time but in a manner that results in high-
quality deliverables. We have consistently demonstrated
our ability to meet project milestones, working with our
clients to overcome external schedule delays when they
occur. We encourage you to contact any of our related
project references about our ability to manage projects on
time and their satisfaction with our work and staff.
In addition to an outstanding track record of completing
projects on time, Tindale Oliver Design also has
demonstrated an ability to manage projects within budget.
Our high level of cost control results from several standard
practices, including the development of detailed scopes
and tasks with realistic timelines and budgets; regular
project communication, both internally among the project
team and externally with our clients; the use of good time-
management practices; and the appropriate assignment of
tasks to personnel based on level of expertise and
experience.
Always Informed
A second responsibility of Tindale Oliver Design’s project
manager will be to ensure transparent coordination with
the CRA project manager so there are no surprises
concerning the project schedule and deliverables. A
standard time will be established for weekly conference
calls/meetings to review current task orders and make sure
there are no issues that could result in a schedule delay. If
a schedule delay is anticipated, the Tindale Oliver project
manager will call the CRA project manager immediately to
discuss the issue and resolve it before it becomes a more
serious problem.
Additionally, we will set up meetings with the CRA project
manager to discuss current and upcoming work activities.
Quality Control Process
Quality assurance and control (QA/QC) programs involve
both procedures and attitude. At Tindale Oliver Design, we
believe that a firm’s attitude toward quality is as critical to
a project’s success as its quality control procedures and
processes. Tindale Oliver Design strives to cultivate a
culture in which all employees are client-service-oriented,
whether they are working directly with clients or serving as
support to other Tindale Oliver
Design staff.
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 29
Tab VI: Ability to Complete on Time and Within Budget
One of the reasons Tindale Oliver Design is able to provide
top-quality deliverables is our commitment to quality
control throughout the entire project. By following our QA/
QC process, the final products will meet, and hopefully
exceed, expectations. The following are elements of our
quality assessment and control process that will be used
throughout all the task orders to ensure consistency in
quality:
As evidence of Tindale Oliver Design’s commitment to
quality and customer service, the Principals of Tindale
Oliver Design have signed a pledge to uphold Tindale
Oliver Designs Client Bill of Rights, which includes eight
key elements, all indicative of our commitment to
developing and maintaining long-term client
relationships. The Tindale Oliver Design Client Bill of
Rights is provided at the conclusion of this section.
As mentioned previously, for each project, a PMP is
prepared to facilitate management of major project
tasks. The PMP will be distributed and reviewed with
the entire project team, a process that will ensure that
all team members are working toward the same goals
and objectives, thus creating a cohesive team and
providing the client with consistent and superior
deliverables. The PMP will be signed off by both the
Tindale Oliver Design project manager and the
appropriate task leader. The PMP also is an excellent
tool for the client to track the project’s progress and the
Tindale Oliver Team’s performance.
The Tindale Oliver Design project manager will work
closely with the CRA project manager to cooperatively
develop a project schedule. To ensure that project
deadlines are met, the project schedule will clearly
document the overall project timeline, completion
dates for major project milestones, and roles and
responsibilities of staff from both Tindale Oliver Design
and the CRA. The level of detail of the schedule will be
based on the complexity and duration of the project.
Completion of consistent and rigorous reviews of
project reports, memoranda, and graphics will be done
by professional staff and graphics editors. Tindale
Oliver Design routinely uses external copy editors as
part of our QA/QC process. These resources help to
ensure that written and graphic work products are free
from grammatical/typographical errors and
unnecessary jargon. While such errors may not have an
impact on the technical integrity of a plan, they can
create issues of credibility for both the consultant and
the client.
Since 1992 Tindale Oliver Design has employed data
standards to help ensure data is reasonable. Databases
include standard cost tables that are used in the
computation of area-wide needs, costs, etc., and we
employ “error-trapping” data entry routines to prevent
entry of unacceptable values. Through the use of these
table-driven databases, repeated calculations are done
in a consistent manner. This ensures quality in terms of
individual standards and consistency of data
throughout the project.
“Reality checks” will be performed to ensure that the
values we have computed are within acceptable
ranges, and “relationship checks” will compare inputs
and outputs. These tests of the reasonableness of
various data parameters help Tindale Oliver Design
provide accurate calculations, quality graphics and
understandable narratives.
Independent technical reviews are an important step in
our quality control process. For each task in this
project, Tindale Oliver Design has assigned task leaders
responsible for collaborating with Tindale Oliver
Design’s project manager on the quality of deliverables
related to their area of expertise. Both the task-level
quality assessment individual and the project manager
are assigned the responsibility of reviewing
deliverables for technical accuracy as well as ease of
readability and understanding.
While simple and straightforward in its description, the
success of Tindale Oliver Design’s quality assessment and
control measures is best reflected by historical experience
in working with the Tindale Oliver Design Team. We are
committed to submitting high quality deliverables that
meet the following Quality Goals:
Prepare complete, accurate, and easy-to-understand
deliverables.
Avoid errors and omissions.
Understand and meet, but preferably exceed, client
expectations.
Ensure that each deliverable ties clearly back to project
objectives.
Develop “solutions that make a difference” and can be
implemented for the client and the community.
Available Labor Resources
The Tindale Oliver Design team as detailed under Tab III.
Expertise of Designated Staff have the resources
available to complete the Bayshore Triangle CRA
Redevelopment Area Plan Update on schedule and
budget.
Documentation of Previous Performance
References who can attest to our firm’s performance on
similar projects have been provided under Tab IV. Previous
Performance on Similar Jobs.
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 30
Tab VI: Ability to Complete on Time and Within Budget
TINDALE OLIVER DESIGN CURRENT WORKLOAD
GOVERNMENT/
PRIVATE CONTRACTS
CONTRACT
AMOUNT DESCRIPTION OF SERVICES EMPLOYEES
SUPERVISED
Haines City Parks,
Open Space,
Recreation & Services
Master Plan
$167,694
Conducting detailed needs assessment, making
recommendations for Citywide parks, open spaces,
recreation/service enhancements. 85% complete.
5
Concord, North
Carolina
Land Use Plan Update
$147,000 Updating City’s Land Development Code; Michael Lauer also
working on project. 5% complete. 5
JW Clay Streetscape
Planning Complete
Streets Urban Design
Services
$56,477
As subconsultant, providing technical support on
multimodal planning and urban design tasks. 10%
complete.
4
City of Fort Lauderdale
Uptown Form Based
Code and LUPA
$148,000
Assisting City in implementing vison plan outlined in ULI
TAP Report, specifically Form Based Code and Land Use
Plan Amendment (LUPA) to implement code. 20%
complete.
5
City of Casselberry
Parks, Recreation,
Open Spaces and
Pathways Master Plan
$75,000
Conducting detailed needs assessment, making
recommendations for Citywide parks, open spaces,
recreation/service enhancements. 55% complete.
2
Ocoee Downtown
Master Plan $32,000
As subconsultant, providing public involvement and urban
design support in development of master plan to guide
redevelopment of Downtown Ocoee. 99% complete.
3
FDOT TWO 17 Growth
Management Planning
Support
$22,081 Through on-call professional services contract, reviewing
potential development plans for transportation impacts. 2
Charlotte County
Sunrise Park Master
Plan & Construction
Document Support
$35,000
As subconsultant, providing public involvement and park
design support for park project in Charlotte County. 5%
complete.
2
Port St. Lucie
Neighborhood Plans $240,010
Developing action plans for six neighborhoods, including
recommendations for capital improvements, ideas on
restructuring City’s organizational structure to supporting
neighborhood improvements. 95% complete.
4
St. Cloud CRA
Centennial Park Master
Plan
$38,849 Redevelopment of downtown CRA park as active urban
space and downtown trailhead. 99% complete. 2
St. Cloud Citywide
Trails Master Plan $99,480
Working with City and intensive technical team to assess
existing conditions, provide recommendations for unified
trail and pathway system. 90% complete.
3
Current and Projected Workload
Below details Tindale Oliver Design’s current and projected workload.
Collier County RFP 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update / Page 31
Tab VII: Fee Proposal and Services
Projected Total Cost
Based on our review of the County’s scope of work, stated budget, and our
understanding of the effort required to update the Bayshore Gateway Triangle CRA
Redevelopment Area Plan, we have prepared the fee proposal below which provides
an hourly breakdown of major tasks.
Estimated Calendar Day Duration
Tindale Oliver Design will initiate work immediately upon receipt of the Notice to
Proceed (NTP). Within two weeks of the NTP, we will produce a detailed milestone
schedule to complete the work described in this RFP. The development and adoption
of the Plan generally takes 8-9 months to complete. We propose the following
milestone dates:
Task I—Evaluate Existing Redevelopment Plan 120 days from NTP
Task II—Redevelopment Plan Update 180 days from NTP
Task III—TIF Projections 210 days from NTP
Task IV—Capital Improvement Plan 210 days from NTP
Task V—Final Adoption 275 days from NTP
Fee Proposal
17-7050 Bayshore CRA Plan Update
23
Attachment 2: Vendor Check List
IMPORTANT: THIS SHEET MUST BE SIGNED. Please read carefully, sign in the spaces
indicated and return with your Proposal. Vendor should check off each of the following items as the
necessary action is completed:
IMPORTANT: THIS SHEET MUST BE SIGNED. Please read carefully, sign in the spaces indicated
and return with your Proposal.
Consultant should check off each of the following items as the necessary action is completed:
The Proposal has been signed.
All applicable forms have been signed and included, along with licenses to complete the
requirements of the project.
Any addenda have been signed and included.
Name of Firm: ________________________________________________________
Address: ________________________________________________________
City, State, Zip: ________________________________________________________
Telephone: ________________________________________________________
Email: ________________________________________________________
Representative Signature: ________________________________________________________
Representative Name: ________________________________________ Date ___________
X
X
X
TOA Design Group, LLC
1000 N. Ashley Drive, Suite 400
Tampa, FL 33602
(813) 224-8862
gcorless@tindaleoliver.com
Virginia L. Corless (Ginger)1/9/2017
17-7050 Bayshore CRA Plan Update
24
Attachment 3: Conflict of Interest Affidavit
The Consultant certifies that, to the best of its knowledge and belief, the past and current work on any
Collier County project affiliated with: Bayshore Gateway Triangle CRA Redevelopment Area Plan
Update does not pose an organizational conflict as described by one of the three categories below:
Biased ground rules – The firm has not set the “ground rules” for affiliated past or current Collier
County project identified above (e.g., writing a procurement’s statement of work, specifications, or
performing systems engineering and technical direction for the procurement) which appears to skew
the competition in favor of my firm.
Impaired objectivity – The firm has not performed work on an affiliated past or current Collier
County project identified above to evaluate proposals / past performance of itself or a competitor,
which calls into question the contractor’s ability to render impartial advice to the government.
Unequal access to information – The firm has not had access to nonpublic information as part of
its performance of a Collier County project identified above which may have provided the contractor
(or an affiliate) with an unfair competitive advantage in current or future solicitations and contracts.
In addition to this signed affidavit, the contractor / consultant must provide the following:
1.All documents produced as a result of the work completed in the past or currently being worked
on for the above mentioned project; and,
2.Indicate if the information produced was obtained as a matter of public record (in the “sunshine”)
or through non-public (not in the “sunshine”) conversation (s), meeting(s), document(s) and/or
other means.
3.Failure to disclose all material or having an organizational conflict in one or more of the three
categories above be identified, may result in the disqualification for future solicitations affiliated
with the above referenced project(s).
By the signature below, the firm (employees, officers and/or agents) certifies, and hereby discloses, that,
to the best of their knowledge and belief, all relevant facts concerning past, present, or currently planned
interest or activity (financial, contractual, organizational, or otherwise) which relates to the project
identified above has been fully disclosed and does not pose an organizational conflict.
Firm: ____________________________________________________________________________________
Signature and Date:_________________________________________________________________________
Print Name: _______________________________________________________________________________
Title of Signatory: __________________________________________________________________________
State of_____________________________________ County of ____________________________________
SUBSCRIBED AND SWORN to before me this ____________ day of __________________, 20__________,
by _______________________________________________, who is personally known to me to be the
________________________________________ for the Firm, OR who produced the following identification
________________________________________.
__________________________________________________________ _____________________________
Notary Public Commission Expiration
TOA Design Group, LLC
1/9/2017
Virginia L. Corless
Vice President
Florida Orange
9th January 17
Virginia L. CorlessVice President
April 15, 2017
17-7050 Bayshore CRA Plan Update
25
Attachment 4: Vendor Declaration Statement
BOARD OF COUNTY COMMISSIONERS
Collier County Government Complex
Naples, Florida 34112
RE: Solicitation: 17-7050 Bayshore Gateway Triangle CRA Redevelopment Area Plan Update
Dear Commissioners:
The undersigned, as Contractor declares that this proposal is made without connection or
arrangement with any other person and this proposal is in every respect fair and made in good faith,
without collusion or fraud.
The Contractor agrees, if this proposal is accepted, to execute a Collier County document for the
purpose of establishing a formal contractual relationship between the firm and Collier County, for the
performance of all requirements to which the proposal pertains. The Consultant states that the
proposal is based upon the proposal documents listed by the above referenced 17-7050 -
Solicitation Bayshore Gateway Triangle CRA Redevelopment Area Plan Update.
.
(Proposal Continued on Next Page)
17-7050 Bayshore CRA Plan Update
26
PROPOSAL CONTINUED
IN WITNESS WHEREOF, WE have hereunto subscribed our names on this _____ day of _____________, 20
in the County of _______________, in the State of _____________.
Firm’s Legal Name:
Address:
City, State, Zip Code:
Florida Certificate of
Authority Document Number:
Federal Tax Identification
Number
CCR # or CAGE Code
Telephone:
FAX:
Signature by:
(Typed and written)
Title:
Additional Contact Information
Send payments to:
(required if different from above) Company name used as payee
Contact name:
Title:
Address:
City, State, ZIP
Telephone:
FAX:
Email:
Office servicing Collier
County to place orders
(required if different from above)
Contact name:
Title:
Address:
City, State, ZIP
Telephone: _________________________________ Email _________________________________
9th January 17OrangeFlorida
TOA Design Group, LLC
1000 N. Ashley Drive, Suite 400
Tampa, FL 33602
K58299
37-1737512
473S6
(813) 224-8862
(813) 226-2106
Virginia L. Corless
Vice President
17-7050 Bayshore CRA Plan Update
27
Attachment 5: Affidavit for Claiming Status as a Local Business
Solicitation: 17-7050 - Bayshore Gateway Triangle CRA Redevelopment Area Plan Update
(Check Appropriate Boxes Below)
State of Florida (Select County if Vendor is described as a Local Business
Collier County Lee County
Vendor affirms that it is a local business as defined by the Procurement Ordinance of the Collier County Board of
County Commissioners and the Regulations Thereto. As defined in Section XI of the Collier County Procurement
Ordinance:
Local business means the vendor has a current Business Tax Receipt issued by the Collier County Tax Collector
for at least one year prior to bid or proposal submission to do business within Collier County, and that identifies the
business with a permanent physical business address located within the limits of Collier County from which the
vendor’s staff operates and performs business in an area zoned for the conduct of such business. A Post Office
Box or a facility that receives mail, or a non-permanent structure such as a construction trailer, storage shed, or
other non-permanent structure shall not be used for the purpose of establishing said physical address. In addition
to the foregoing, a vendor shall not be considered a "local business" unless it contributes to the economic
development and well-being of Collier County in a verifiable and measurable way. This may include, but not be
limited to, the retention and expansion of employment opportunities, support and increase to the County's tax base,
and residency of employees and principals of the business within Collier County. Vendors shall affirm in writing
their compliance with the foregoing at the time of submitting their bid or proposal to be eligible for consideration as
a "local business" under this section. A vendor who misrepresents the Local Preference status of its firm in a
proposal or bid submitted to the County will lose the privilege to claim Local Preference status for a period of up to
one year.
Vendor must complete the following information:
Year Business Established in Collier County or Lee County: ________
Number of Employees (Including Owner(s) or Corporate Officers):_________
Number of Employees Living in Collier County or Lee (Including Owner(s) or Corporate Officers):_________
If requested by the County, vendor will be required to provide documentation substantiating the information given in
this affidavit. Failure to do so will result in vendor’s submission being deemed not applicable.
Vendor Name: _________________________________________ Date: ________________________
Collier or Lee County Address: ___________________________________________________________
Signature: ____________________________________________ Title: ________________________
STATE OF FLORIDA
COLLIER COUNTY LEE COUNTY
Sworn to and Subscribed Before Me, a Notary Public, for the above State and County, on this ____ Day of
______________, 20_____.
_____________________________________________
Notary Public
My Commission Expires: ________________________
(AFFIX OFFICIAL SEAL)
17-7050 Bayshore CRA Plan Update
28
Attachment 6: Immigration Affidavit Certification
Solicitation: 17-7050 - Bayshore Gateway Triangle CRA Redevelopment Area Plan Update
This Affidavit is required and should be signed, notarized by an authorized principal of the firm and submitted with
formal Invitations to Bid (ITB’s) and Request for Proposals (RFP) submittals. Further, Vendors / Bidders are required
to enroll in the E-Verify program, and provide acceptable evidence of their enrollment, at the time of the submission
of the vendor’s/bidder’s proposal. Acceptable evidence consists of a copy of the properly completed E-Verify
Company Profile page or a copy of the fully executed E-Verify Memorandum of Understanding for the company.
Failure to include this Affidavit and acceptable evidence of enrollment in the E-Verify program, may deem
the Vendor / Bidder’s proposal as non-responsive.
Collier County will not intentionally award County contracts to any vendor who knowingly employs unauthorized alien
workers, constituting a violation of the employment provision contained in 8 U.S.C. Section 1324 a(e) Section
274A(e) of the Immigration and Nationality Act (“INA”).
Collier County may consider the employment by any vendor of unauthorized aliens a violation of Section 274A (e) of
the INA. Such Violation by the recipient of the Employment Provisions contained in Section 274A (e) of the INA shall
be grounds for unilateral termination of the contract by Collier County.
Vendor attests that they are fully compliant with all applicable immigration laws (specifically to the 1986 Immigration
Act and subsequent Amendment(s)) and agrees to comply with the provisions of the Memorandum of Understanding
with E-Verify and to provide proof of enrollment in The Employment Eligibility Verification System (E-Verify), operated
by the Department of Homeland Security in partnership with the Social Security Administration at the time of
submission of the Vendor’s / Bidder’s proposal.
Company Name ____________________________________________________________________
Print Name Title _______________________
Signature Date _______________________
State of ___________________
County of _________________
The foregoing instrument was signed and acknowledged before me this ____day of __________, 20___, by
_______________________________ who has produced _____________________________ as identification.
(Print or Type Name) (Type of Identification and Number)
_____________________________________
Notary Public Signature
_____________________________________
Printed Name of Notary Public
_____________________________________
Notary Commission Number/Expiration
The signee of this Affidavit guarantees, as evidenced by the sworn affidavit required herein, the truth and accuracy
of this affidavit to interrogatories hereinafter made.
TOA Design Group, LLC
Virginia L. Corless Vice President
1/9/2017
Florida
Orange
9th January 17Virginia L. Corless
Judith I. Hayduck
FF 008192/April 15, 2017
Known to me
17-7050 Bayshore CRA Plan Update
29
Attachment 7: Vendor Substitute W – 9
Request for Taxpayer Identification Number and Certification
In accordance with the Internal Revenue Service regulations, Collier County is required to collect the following
information for tax reporting purposes from individuals and companies who do business with the County (including
social security numbers if used by the individual or company for tax reporting purposes). Florida Statute
119.071(5) require that the county notify you in writing of the reason for collecting this information, which will be
used for no other purpose than herein stated. Please complete all information that applies to your business and
return with your quote or proposal.
1.General Information (provide all information)
Taxpayer Name ___________________________________________________________________________________
(as shown on income tax return)
Business Name ___________________________________________________________________________________
(if different from taxpayer name)
Address ____________________________________ City _______________________________________________
State ______________________________________ Zip ________________________________________________
Telephone __________________ FAX ______________________ Email __________________________________
Order Information
Address ___________________________________
Remit / Payment Information
Address ____________________________________________
City __________ State ________ Zip ___________ City _____________State _________ Zip ______________
FAX ______________________________________
Email _____________________________________
FAX ______________________________________________
Email _____________________________________________
2.Company Status (check only one)
Individual / Sole Proprietor Corporation Partnership
Tax Exempt (Federal income tax-exempt entity
under Internal Revenue Service guidelines IRC
501 (c) 3)
Limited Liability Company
Enter the tax classification
(D = Disregarded Entity, C = Corporation, P = Partnership)
3.Taxpayer Identification Number (for tax reporting purposes only)
Federal Tax Identification Number (TIN) _______________________________________________________________
(Vendors who do not have a TIN, will be required to provide a social security number prior to an award of the contract.)
4.Sign and Date Form
Certification: Under penalties of perjury, I certify that the information shown on this form is correct to my knowledge.
Signature ___________________________________________________________ Date _________________________________
Tindale-Oliver & Associates, Inc.
TOA Design Group, LLC
1000 N. Ashley Drive, Suite 400 Tampa
Florida 33602
(813) 224-8862 (813) 226-2106 gcorless@tindaleoliver.com
Same information as above Same information as above
X
C
January 9, 2017
37-1737512
17-7050 Bayshore CRA Plan Update
30
Title _______________________________________________________________ Phone Number ________________________Vice President (407) 616-5500
Attachment 8: Insurance and Bonding Requirements
Insurance / Bond Type Required Limits
1.Worker’s
Compensation
Statutory Limits of Florida Statutes, Chapter 440 and all Federal
Government Statutory Limits and Requirements
2.Employer’s Liability $1,000,000 single limit per occurrence
3.Commercial General
Liability (Occurrence
Form) patterned after the
current ISO form
Bodily Injury and Property Damage
$1,000,000 single limit per occurrence, $2,000,000 aggregate for Bodily
Injury Liability and Property Damage Liability. This shall include Premises
and Operations; Independent Contractors; Products and Completed
Operations and Contractual Liability
4.Indemnification To the maximum extent permitted by Florida law, the Contractor/Vendor/
Consultant shall indemnify and hold harmless Collier County, its officers
and employees from any and all liabilities, damages, losses and costs,
including, but not limited to, reasonable attorneys’ fees and paralegals’
fees, to the extent caused by the negligence, recklessness, or
intentionally wrongful conduct of the Contractor/Vendor/Consultant or
anyone employed or utilized by the Contractor/Vendor/Consultant 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.
4.Automobile Liability $ 1,000,000 Each Occurrence; Bodily Injury & Property Damage,
Owned/Non-owned/Hired; Automobile Included
5. Other insurance as
noted:
Watercraft $ __________ Per
Occurrence
United States Longshoreman's and Harborworker's Act coverage shall
be maintained where applicable to the completion of the work.
$ __________ Per
Occurrence
Maritime Coverage (Jones Act) shall be maintained where applicable
to the completion of the work.
$ __________ Per
Occurrence
Aircraft Liability coverage shall be carried in limits of not less than
$5,000,000 each occurrence if applicable to the completion of the
Services under this Agreement.
$ __________ Per
Occurrence
Pollution $ __________ Per
Occurrence
Professional Liability $__________ Per
Occurrence
$ 500,000 each claim and in the aggregate
$1,000,000 each claim and in the aggregate
17-7050 Bayshore CRA Plan Update
32
$2,000,000 each claim and in the aggregate
Professional Liability $__________ per claim
and in
the
aggregate
$1,000,000 per claim and in the aggregate
$2,000,000 per claim and in the aggregate
Valuable Papers Insurance $__________ Per
Occurrence
Employee Dishonesty / Crime $__________ Per
Occurrence
Including Employee Theft, Funds Transfer Fraud, Include a Joint Loss
Payee endorsement naming Collier County.
6.Bid bond
7.Performance and
Payment Bonds
8.Vendor shall ensure that all subcontractors comply with the same insurance requirements that he is
required to meet. The same Vendor shall provide County with certificates of insurance meeting the
required insurance provisions.
9.Collier County must be named as "ADDITIONAL INSURED" on the Insurance Certificate for
Commercial General Liability where required.
10.The Certificate Holder shall be named as Collier County Board of County Commissioners, OR, Board
of County Commissioners in Collier County, OR Collier County Government, OR Collier County. The
Certificates of Insurance must state the Contract Number, or Project Number, or specific Project
description, or must read: For any and all work performed on behalf of Collier County.
11.Thirty (30) Days Cancellation Notice required.
RLC 11/18/2016
_______________________________________________________________________________________
Vendor’s Insurance Statement
We understand the insurance requirements of these specifications and that the evidence of insurability may be
required within five (5) days of the award of this solicitation.
Name of Firm _______________________________________ Date ____________________________
Vendor
Signature
____________________________________________________________________
Print Name _________________________________________________________________________
Insurance
Agency
_________________________________________________________________________
Agent Name _______________________________________ Telephone Number
_________________
TOA Design Group, LLC 1/9/2017
Virginia L. Corless
USI Insurance Services, LLC
Daniel M. De La Rosa, Lic #A065078
(813) 321-7562
In association with:Seattle
5301 1st Ave. N.W.
Seattle, WA 98107
(206) 858-2202
Fort Lauderdale
6301 N.W. 5th Way
Suite 1400
Fort Lauderdale, FL 33309
(954) 641-5680
Bartow
545 N. Broadway Ave.
Bartow, FL 33830
(863) 533-8454
Baltimore
10 S. Howard St.
Suite 110
Baltimore, MD 21201
(443) 438-5392
Tampa
1000 N. Ashley Dr.
Suite 400
Tampa, FL 33602
(813) 224-8862
Orlando
135 W. Central Blvd.
Suite 450
Orlando, FL 32801
(407) 657-9210
www.tindaleoliver.com