Agenda 04/24/2018 Item #16A 704/24/2018
EXECUTIVE SUMMARY
Recommendation to award contracts to Assurance Title Agency, LLC and American Government
Services Corporation, under RFP # 17-7200, “Real Estate Title & Closing Services.”
OBJECTIVE: To provide title and closing services for prospective right-of-way and other real property
acquisitions made by the County.
CONSIDERATIONS: The Right of Way Acquisition Section of the Transportation Division and the
Real Property Management Section of the Facilities Management Department use title companies to
provide real estate title and closing services for prospective right -of-way and other real property
acquisitions. These services include the preparation of title commitments and ownership and
encumbrance reports (search and examination of title), title research, the preparation and recording of real
estate instruments required to clear title and close real estate transactions, and the issuance of title
policies.
On November 28, 2017, the Procurement Services Division released Request for Proposal 17-7200 to 217
vendors for Real Estate Title and Closing Services. Twenty-two (22) bid packages were downloaded, and
the County received two (2) proposals on January 9, 2018. The solicitation originally contemplated
recommending award to only one firm; however, staff determined it is in the best interest of the County to
award to multiple firms.
Collier County Procurement Ordinance Number 2017-08 at Section Twelve, Reserved Rights, reserves to
the County, in part, the right “to secure the best terms and co nditions in the sole interest of the County.”
The RFP includes the same language in Section 15 of the solicitation. As such and based on staff’s
recommendation it has been determined to select both Assurance Title Agency LLC and American
Government Services Corp., as both are deemed responsive and responsible firms.
A selection committee met on February 9, 2018 and ranked Assurance Title Agency, LLC as Primary
Contractor and American Government Services Corp as Secondary Contractor. Work assignments wi ll be
awarded on a rotational basis in that order every time a need arises for such services. If unique, novel,
past experience or specialized services suggest it might be more appropriate to select one of these vendors
over the other, outside of the regular rotational method, the County’s Contract Administrative Agent will
need to submit a letter justifying the need for a direct selection with the Purchase Order. That process is
further outlined in the Agreement.
FISCAL IMPACT: The annual agreements are “standing” agreements governing the price and delivery
of real estate title and closing services. When these services are required by Collier County, they are paid
for from each individual department’s budget as capital improvement projects are identified.
GROWTH MANAGEMENT IMPACT: While this item has no direct impact on the Growth
Management Plan, it is consistent with the goals of the County to streamline and expedite the
procurement of services.
LEGAL CONSIDERATIONS: This item is approved as to form and legality, and requires majority
vote for Board approval. -SRT
RECOMMENDATION: The Board award RFP #17-7200, “Real Estate Title & Closing Services” to
Assurance Title Agency LLC, as Primary Contractor, and American Government Services Corporation,
as Secondary Contractor, and authorize the Chairman to sign the attached agreements.
16.A.7
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04/24/2018
Prepared by: Robert Bosch, Assistant Manager, ROW Acquisition, Transportation Engineering Division,
Growth Management Department.
ATTACHMENT(S)
1. Solicitation (PDF)
2. Assurance Proposal (PDF)
3. AGS Proposal (PDF)
4. Score Sheets (PDF)
5. Final Ranking (PDF)
6. Notice of Recommended Award (PDF)
7. Assurance Signed Agreement (PDF)
8. AGS Signed Agreement (PDF)
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04/24/2018
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.A.7
Doc ID: 5054
Item Summary: Recommendation to award contracts to Assurance Title Agency, LLC and
American Government Services Corporation, under RFP # 17-7200, “Real Estate Title & Closing
Services.”
Meeting Date: 04/24/2018
Prepared by:
Title: Operations Analyst, Senior – Transportation Engineering
Name: Robert Bosch
03/16/2018 9:19 AM
Submitted by:
Title: Division Director - Transportation Eng – Transportation Engineering
Name: Jay Ahmad
03/16/2018 9:19 AM
Approved By:
Review:
Growth Management Department Diane Lynch Level 1 Reviewer Completed 03/16/2018 9:21 AM
Procurement Services Opal Vann Level 1 Purchasing Gatekeeper Completed 03/16/2018 10:09 AM
Transportation Engineering Kevin Hendricks Additional Reviewer Completed 03/16/2018 10:40 AM
Growth Management Department Lisa Taylor Additional Reviewer Completed 03/16/2018 1:03 PM
Growth Management Department Gene Shue Additional Reviewer Completed 03/16/2018 1:09 PM
Transportation Engineering Jay Ahmad Additional Reviewer Completed 03/16/2018 2:54 PM
Procurement Services Viviana Giarimoustas Additional Reviewer Completed 03/16/2018 3:52 PM
Procurement Services Ted Coyman Additional Reviewer Completed 03/16/2018 7:21 PM
Growth Management Operations Support Robert Bosch Additional Reviewer Skipped 03/19/2018 1:13 PM
Procurement Services Swainson Hall Additional Reviewer Completed 03/21/2018 11:01 AM
Procurement Services Sandra Herrera Additional Reviewer Completed 03/22/2018 8:28 AM
Growth Management Department Thaddeus Cohen Department Head Review Completed 03/26/2018 9:39 AM
Growth Management Department James French Deputy Department Head Review Skipped 03/26/2018 2:31 PM
County Attorney's Office Scott Teach Level 2 Attorney Review Completed 03/28/2018 10:10 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 03/28/2018 10:25 AM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 04/05/2018 3:00 PM
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04/24/2018
Budget and Management Office Mark Isackson Additional Reviewer Completed 04/06/2018 3:02 PM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 04/15/2018 9:16 PM
Board of County Commissioners MaryJo Brock Meeting Pending 04/24/2018 9:00 AM
16.A.7
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COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
REQUEST FOR PROPOSAL (RFP)
FOR
REAL ESTATE TITLE & CLOSING SERVICES
SOLICITATION NO.: 17-7200
BRENDA BRILHART, CPPB, PROCUREMENT STRATEGIST
PROCUREMENT SERVICES DIVISION
3295 TAMIAMI TRAIL EAST, BLDG C-2
NAPLES, FLORIDA 34112
TELEPHONE: (239) 252-8446
BrendaBrilhart@colliergov.net (Email)
This solicitation document is prepared in a Microsoft Word format (Rev 8/7/2017). Any alterations
to this document made by the Vendor may be grounds for rejection of proposal, cancellation of any
subsequent award, or any other legal remedies available to the Collier County Government.
16.A.7.a
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TABLE OF CONTENTS
ITEM DESCRIPTION ........................................................................................................................................................
1.0 Introduction
2.0 Background
3.0 Term of Contract
4.0 Request for Proposal (RFP) Process
5.0 Grading Criteria for Development of Shortlist
Instruction to Proposers
6.0 Questions
7.0 Pre-Proposal Conference
8.0 Compliance with RFP
9.0 Ambiguity, Conflict, or Other Errors in the RFP
10.0 Proposals, Presentations, and Protest Costs
11.0 Validity of Proposals
12.0 Method of Source Selection
13.0 Evaluation of Proposals
14.0 References
15.0 Reserved Rights
16.0 Collier County Purchase Order Terms and Conditions
Additional Terms and Conditions for RFP
17.0 Insurance and Bonding Requirements
18.0 Additional items and/or Service
19.0 County’s Right to Inspect
20.0 Vendor Performance Evaluation
21.0 Additional Terms and Conditions of Contract
22.0 Public Records Compliance
23.0 Work Orders on Fixed Term Contracts
24.0 Payment Method
25.0 Environmental Health and Safety
26.0 Licenses
27.0 Survivability
28.0 Principal/Collusion
29.0 Relation of County
30.0 Termination
31.0 Lobbying
32.0 Certificate of Authority to Conduct Business in the State of Florida (Florida Statute 607.1501)
33.0 Single Proposal
34.0 Protest Procedures
35.0 Public Entity Crime
36.0 Security and Background Checks
37.0 Conflict of Interest
38.0 Prohibition of Gifts to County Employees
39.0 Immigration law Affidavit Certification
Attachments
Attachment A – Scope of Services
Attachment B – Required RFP Forms
Attachment C – Cost of Services
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17-7200 Real Estate and Title Closing Services
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FOR QUALIFICATIONS SUBMITTAL
SOLICITATION PUBLIC NOTICE
REQUEST FOR PROPOSAL (RFP)
NUMBER:
17-7200
PROJECT TITLE: Real Estate Title & Closing Services
POST DATE November, 28, 2017
PRE-PROOSAL CONFERENCE: N/A
LOCATION: PROCUREMENT SERVICES DIVISION, CONFERENCE ROOM A, 3295
TAMIAMI TRAIL EAST, BLDG C-2, NAPLES, FLORIDA 34112
RFP OPENING DAY/DATE/TIME: January 9, 2017 at 3:00 PM
PLACE OF RFP OPENING: PROCUREMENT SERVICES DIVISION
3295 TAMIAMI TRAIL EAST, BLDG C-2
NAPLES, FL 34112
All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System:
www.colliergov.net/bid
1. INTRODUCTION
As requested by the Growth Management and Public Facilities Departments (hereinafter, the “Division or Department”), the Collier
County Board of County Commissioners Procurement Services Division (hereinafter, “County”) has issued this Request for P roposal
(hereinafter, “RFP”) with the intent of obtaining proposals from interested and qualified vendors in accordance with the terms,
conditions and specifications stated or attached. The vendor, at a minimum, must achieve the requirements of the Specifications or
Scope of Work stated. The results of this solicitation may be used by other County departments once awarded according to the
Board of County Commissioners Procurement Ordinance.
Collier County has sought the expertise of independent title companies to confirm all persons and entities vested in title to those
properties from which it must acquire an interest (sometimes fee, sometimes easement, sometimes both fee and easement); to identify
defects and encumbrances (fees, debts, obligations and restrictions) to the title of said properties; and protect against title fraud that
could pose potential obstacles to the County’s intended use of the acquired property interest.
The County has occasionally deemed it in the best interest of the taxpayer to purchase title insurance (usually on its large money
purchases) to insure the acquired property against attacks on its title (so it is free and clear from hidden defects and protected against
another parties’ debts and liens.) In such instances, the title company steps in and pays for the defense against liens and claims to the
acquired property interest if a problem does surface.
In rare instances, the County has requested the title company also conduct the real estate closing.
Historically, County departments have spent an average of approximately $497,000 dollars from October 2015 until August 2017 on
these services; however, this may not be indicative of future buying patterns.
2. BACKGROUND
Collier County historically employs title companies for their expertise to protect the County against title fraud and to ensure that the
County is negotiating with the persons and/or companies with the lawful authority to sell or convey the required fee and/or easement
parcels needed for its projects; to ensure that all title issues are addressed before closing.
The County conducts almost all real estate closings in-house In exceptional circumstances the Company may be required to conduct a
closing.
3. TERM OF CONTRACT
The contract term, if an award(s) is/are made is intended to be for three (3) years with two (2) one (1) year renewal options. Prices
shall remain firm for the initial term of this contract.
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Surcharges will not be accepted in conjunction with this contract, and such charges should be incorporated into the pricing structure.
4. REQUEST FOR PROPOSAL (RFP) PROCESS
4.1 The Proposers will submit a qualifications proposal which will be scored based on the criteria in Section 5.0 Grading
Criteria for Development of Shortlist, which will be the basis for short-listing firms.
The Proposers will need to meet the minimum requirements outlined herein in order for their proposal to be evaluated and
scored by the COUNTY. The COUNTY will then grade and rank the firms and enter into negotiations with the top ranked
firm to establish cost for the services needed. With successful negotiations, a contract will be developed with the selected
firm, based on the negotiated price and scope of services and submitted for approval by the Board of County Commissioners.
4.2 The COUNTY will use a Selection Committee in the Request for Proposal selection process.
4.3 The intent of the scoring of the qualifications proposal is for respondents to indicate their interest, relevant experience,
financial capability, staffing and organizational structure.
4.4 Based upon a review of these qualification proposals, the COUNTY will rank the Proposers based on the discussion and
clarifying questions on their approach and related criteria, and then negotiate in good faith an Agreement with the top ranked
Proposer.
4.5 If, in the sole judgment of the COUNTY, a contract cannot be successfully negotiated with the top-ranked firm, negotiations
with that firm will be formally terminated and negotiations shall begin with the firm ranked second. If a contract cannot be
successfully negotiated with the firm ranked second, negotiations with that firm will be formally terminated and negotiations
shall begin with the third ranked firm, and so on. The COUNTY reserves the right to negotiate any element of the proposals
in the best interest of the COUNTY.
5. GRADING CRITERIA FOR DEVELOPMENT OF SHORTLIST:
5.1 For the development of a shortlist, this evaluation criterion will be utilized by the COUNTY’S Selection Committee to score
each proposal. Proposers are encouraged to keep their submittals concise and to include a minimum of marketing materials.
Proposals must address the following criteria:
Evaluation Criteria Maximum Points
1. Cover Letter / Management Summary 5 Points
2. Certified Minority Business Enterprise 5 Points
3. Delivery Schedule 20 Points
4. Cost of Services to the County 20 Points
5. Experience and Capacity of the Firm 20 Points
6. Specialized Expertise of Team Members 20 Points
7. Local Vendor Preference 10 Points
TOTAL POSSIBLE POINTS 100 Points
Tie Breaker: In the event of a tie at final ranking, award shall be made to the proposer with the lower volume of work
previously awarded. Volume of work shall be calculated based upon total dollars paid to the proposer in the twenty-four
(24) months prior to the RFP submittal deadline. Payment information will be retrieved from the County’s financial system
of record. The tie breaking procedure is only applied in the final ranking step of the selection process and is invoked by the
Procurement Services Division Director or designee. In the event a tie still exists, selection will be determined based on
random selection by the Procurement Services Director before at least three (3) witnesses.
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Each criterion and methodology for scoring is further described below.
EVALUATION CRITERIA NO. 1: COVER LETTER/MANAGEMENT SUMMARY (5 Total Points Available)
Provide a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the firm in
providing the services stated herein. Include the name(s), telephone number(s) and email(s) of the authorized contact
person(s) concerning proposal. Submission of a signed Proposal is Vendor's certification that the Vendor will accept any
awards as a result of this RFP.
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EVALUATION CRITERIA NO. 2: CERTIFIED MINORITY BUSINESS ENTERPRISE (5 Total Points Available,
1 Page Limitation)
Submit certification with the Florida Department of Management Service, Office of Supplier Diversity as a Certified
Minority Business Enterprise.
EVALUATION CRITERIA NO. 3: DELIVERY SCHEDULE (20 Total Points Available/1 Page Limitation)
In this tab, include but not limited to:
Number of Title Commitments or Ownership Delivery Schedule **
& Encumbrance Reports Ordered
1 to 3 ___ Business Days
4 to 6 ___ Business Days
7 to 12 ___ Business Days
13 to 25 ___ Business Days
26 to 35 ___ Business Days
Over 35 To be negotiated
Update ___ Business Days
Miscellaneous Real Estate and Title
Research Services To be negotiated
EVALUATION CRITERIA NO. 4: COST OF SERVICES TO THE COUNTY (20 Total Points Available, 1 Page
Limitation))
In this tab, include but not limited to:
x Provide a price for the services as described in Attachment C - Cost of Services. (NOTE: The “Ownership and
Encumbrance Report” and “Miscellaneous Real Estate and Title Research Services” categories are services that
will be used occasionally)
EVALUATION CRITERIA NO. 5: EXPERIENCE AND CAPACITY OF THE FIRM (20 Total Points Available, 2
Page Limitation)
In this tab, include but not limited to:
• Provide information that documents your firm’s and underwriters’ qualifications to produce the required
deliverables, including abilities, capacity, skill, and financial strength, and number of years of experience in
providing the required services.
The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference
forms from clients within the last five (5) years whose projects are of a similar nature to this solicitation as a part of
their proposal. Provide information on the projects completed by the vendor that best represent projects of similar size,
scope and complexity of this project using form provided in Attachment B – Form 8. Vendors may include two (2) additional
pages for each project to illustrate aspects of the completed project that provides the information to assess the experience of
the Proposer on relevant project work.
EVALUATION CRITERIA NO. 6: SPECIALIZED EXPERTISE OF TEAM MEMBERS (20 Total Points Available,
2 Page Limitation)
In this tab, include but not limited to:
• Description of the proposed contract team and the role to be played by each member of the team.
• Attach brief resumes of all proposed team members who will be involved in the management of the total package
of services, as well as the delivery of specific services.
EVALUATION CRITERIA NO. 7: LOCAL VENDOR PREFERENCE (10 Total Points Available)
Local business is defined as the vendor having a current Business Tax Receipt issued by the Collier or Lee County Tax
Collector for at least one year prior to proposal submission to do business within Collier County, and that identifies the
business with a permanent physical business address located within the limits of Collier or Lee County from which the
vendor’s staff operates and performs business in an area zoned for the conduct of such business.
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INSTRUCTIONS TO PROPOSERS
6. QUESTIONS
6.1 Direct questions related to this RFP to the Collier County Procurement Services Division Online Bidding System website:
www.colliergov.net/bid.
6.2 Proposers 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.
7. PRE-PROPOSAL CONFERENCE
7.1 The purpose of the pre-proposal conference is to allow an open forum for discussion and questioning with County staff
regarding the 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 the RFP as an addendum.
7.2 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.
8. COMPLIANCE WITH THE RFP
Proposals must be in strict compliance with this RFP. Failure to comply with all provisions of the RFS may result in
disqualification.
9. AMBIGUITY, CONFLICT, OR OTHER ERRORS IN THE RFP
It is the sole responsibility of the vendor if they discover any ambiguity, conflict, discrepancy, omission or other error in the
RFP, to immediately notify the Procurement Professional, noted herein, of such error in writing and request modification or
clarification of the document prior to submitting the proposal. The Procurement Professional 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.
10. PROPOSALS, PRESENTATIONS, 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.
11. VALIDITY OF PROPOSALS
No proposal can be withdrawn after it is opened unless the vendor makes their request in writing to the County. All proposals
shall be valid for a period of one hundred eighty (180) days from the submission date to accommodate evaluation and selection
process.
12. METHOD OF SOURCE SELECTION
12.1 The County is using the Competitive Sealed Proposals methodology of source selection for this procurement, as authorized
by Ordinance Number 2017-08, establishing and adopting the Collier County Procurement Ordinance.
12.2 If the County receives proposals from less than three (3) firms, the Procurement Director shall review all the facts and
determine if it is in the best interest of the County to solicit additional proposals or request that the Selection Committee
rank order the received proposals.
13. EVALUATION OF PROPOSALS
13.1 The County’s procedure for selecting is as follows:
13.1.1 The Procurement Services Director shall appoint a selection committee to review all proposals submitted.
13.1.2 The Request for Proposal is issued.
13.1.3 Subsequent to the receipt closing date for the proposals, the Procurement Professional will review the proposals
received and verify each proposal to determine if it minimally responds to the requirements of the published RFP.
13.1.4 Selection committee meetings will be open to the public and publicly noticed by the Procurement Services Division.
13.1.5 In an initial organization meeting, the selection committee members will receive instructions, the submitted
proposals, and establish the next selection committee meeting date and time. After the first meeting, the
Procurement professional will publicly announce all subsequent committee meeting dates and times. The
subsequent meeting dates and times will be publicly posted with at least one (1) day advanced notice.
13.1.6 Selection committee members will independently review and score each proposal based on the evaluation criteria
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stated in the request for proposal using the Individual Selection Committee Score and Rank Form and 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.
13.1.7 At the publicly noticed selection committee meeting, the members will present their independent findings /
conclusions / comments based on their reading and interpretation of the materials presented to each other, and may
ask questions of one another. Time will be allowed for public comment.
13.1.8 Collier County selection committee members may consider all the material submitted by the Proposer and other
information Collier County may obtain to determine whether the Proposer is capable of and has a history of
successfully completing projects of this type, including, without limitation, additional information Collier County
may request, clarification of proposer information, and/or additional credit information.
13.1.9 Once the individual scoring has been completed, the Procurement professional will read the results publicly. The
committee will make a determination if oral presentations are needed and which firms will be invited to give oral
presentations by short listing the proposals submitted. The selection committee may ask for additional information,
present materials, interview, ask questions, etc. The members may consider any and all information obtained through
this method in formulating their final ranking.
13.1.10 The selection committee’s overall rank of firms in order of preference (from highest beginning with a rank of one
(1) to the lowest) will be discussed and reviewed by the Procurement Professional. By final consensus, and having
used all information presented (proposal, presentation, references, etc.), the selection committee members will create
a final ranking and staff will subsequently enter into negotiations.
13.2 The County reserves the right to withdraw this RFP at any time and for any reason, and to issue such clarifications,
modifications, addendums, and/or amendments as it may deem appropriate, including, but not limited, to requesting
supplemental proposal information.
13.3 Receipt of a proposal by the County offers no rights upon the proposer nor obligates the County in any manner.
13.4 Acceptance of the proposal does not guarantee issuance of any other governmental approvals.
14. REFERENCES
14.1 The County reserves the right to contact any and all references submitted as a result of this solicitation.
15. RESERVED RIGHTS
15.1 Collier County reserves the right in any solicitation to accept or reject any or all bids, proposals or offers; to waive mino r
irregularities and technicalities; or to request resubmission. Also, Collier County reserves the right to accept all or any part
of any bid, proposal, or offer, and to increase or decrease quantities to meet additional or reduced requirements of Collier
County. Notwithstanding any other provisions of this Article, if none or only one responsive and responsible bid or proposal
is received following any solicitation, the County Manager, or designee, reserves the right to reject all bids, proposals or
offers and to negotiate with any responsible providers to secure the best terms and conditions in the sole interest of the
County unless otherwise provided by law.
COLLIER COUNTY PURCHASE ORDER TERMS AND CONDITIONS
16. PURCHASE ORDER TERMS AND CONDITIONS
16.1 Offer
16.1.1 This offer is subject to cancellation by the COUNTY without notice if not accepted by VENDOR within fourteen
(14) days of issuance.
16.2 Acceptance and Confirmation
16.2.1 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.
16.2.2 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.
16.3 Inspection
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16.3.1 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.
16.3.2 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.
16.4 Shipping and Invoices
16.4.1 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.
16.4.2 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.
16.4.3 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 equip ment 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.
16.4.4 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.
16.5 Time Is Of the Essence
16.5.1 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 delivery of nonconforming goods and/or services is not a waiver of the COUNTY’S right to insist
upon further compliance with all specifications.
16.6 Changes
16.6.1 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.
16.7 Warranties
16.7.1 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.
16.8 Statutory Conformity
16.8.1 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.
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16.9 Advertising
16.9.1 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 .
16.10 Indemnification
16.10.1 VENDOR shall defend, 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.
16.11 Warranty of Non Infringement
16.11.1 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.
16.11.2 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). This is referencing the Purchase
Order Terms & Conditions
16.11.3 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).
16.12 Insurance Requirements
16.12.1 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. Insurance Requirements are reflected in the insurance
requirements form.
16.13 Compliance with Laws
16.13.1 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.
16.14 Force Majeure
16.14.1 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.
16.15 Assignment
16.15.1 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.
16.16 Taxes
16.16.1 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
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Statutes, Chapter 212), and from federal excise tax.
16.17 Annual Appropriations
16.17.1 The COUNTY’S performance and obligation to pay under this Purchase Order shall be contingent upon an
annual appropriation of funds.
16.18 Termination
16.18.1 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.
16.19 General
16.19.1 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
16.19.2 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.
16.19.3 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.
16.19.4 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.
16.19.5 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.
ADDITIONAL TERMS AND CONDITIONS FOR RFP
17. INSURANCE AND BONDING REQUIREMENTS
17.1 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.
17.2 The County and the Vendor waive against each other and the County’s separate Vendors, Contractors, Design Vendor,
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 Vendors and Subcontractors and shall
require each of them to include similar waivers in their contracts.
17.3 Collier County shall be responsible for purchasing and maintaining, its own liability insurance.
17.4 Certificates issued as a result of the award of this solicitation must identify “For any and all work performed on behalf of
Collier County.”
17.5 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 provision.
17.6 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
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17.7 The amounts and types of insurance coverage shall conform to the minimum requirements set forth in 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.
17.8 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.
17.9 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.
17.10 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.
17.11 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.
18. 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.
19. 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.
20. 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.
21. ADDITIONAL TERMS AND CONDITIONS OF CONTRACT
21.1 The selected Vendor shall be required to sign a standard Collier County contract.
21.2 The resultant contract(s) may include purchase or work orders issued by the County’s project manager.
21.3 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.
21.4 The County’s project manager shall coordinate with the Vendor / Contractor the return of any surplus assets, including
materials, supplies, and equipment associated with the scope or work.
22. PUBLIC RECORDS COMPLIANCE
22.1 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
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3299 Tamiami Trail East
Suite 102
Naples, FL 34112-5746
Telephone: (239) 252-8383
22.2 The Contractor must specifically comply with the Florida Public Records Law to:
22.2.1 Keep and maintain public records required by the public agency to perform the service.
22.2.2 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.
22.2.3 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.
22.2.4 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.
23. WORK ORDERS ON FIXED TERM CONTRACTS
23.1 The County reserves the right to order such services from selected firms as may be required during said period, but does
not guarantee any minimum or maximum services to be ordered during the period specified from any given firm. Work
Order service assignments shall be at the sole discretion of the County.
23.2 Agreements issued that are determined to be “CONTINUING CONTRACTS” where services will be requested by Work
Orders in excess of $200,000 shall be approved by the Board of County Commissioners.
23.3 Should any project that is active on a work order extend past the contract termination date, that work order will be active
and extended as necessary until completion of such project.
24. PAYMENT METHOD
24.1 Payments are made in accordance with the Local Government Prompt Payment Act, Chapter 218, Florida Statutes. Vendor’s
invoices must include:
24.1.1 Purchase Order Number
24.1.2 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 East, Suite 700
Naples FL 34112
Or
Emailed to: bccapclerk@collierclerk.com
24.2 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.
24.3 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.
24.4 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
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reduce an appropriate amount of any payment for work not performed or for unsatisfactory performance of Contractual
requirements.
25. ENVIRONMENTAL HEALTH AND SAFETY
25.1 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.
25.2 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.
25.3 All new electrical installations shall incorporate NFPA 70E Short Circuit Protective Device Coordination and Arc Flash
Studies where relevant as determined by the engineer.
25.4 All electrical installations shall be labeled with appropriate NFPA 70E arch flash boundary and PPE Protective labels.
26. LICENSES
26.1 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.
26.2 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.
26.3 If you have questions regarding professional licenses contact the Contractor Licensing, Community Development and
Environmental Services 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.
27. SURVIVABILITY
The Vendor agrees that any Purchase Order that extends beyond the expiration date of the original Solicitation 17-7200 will
survive and remain subject to the terms and conditions of that Agreement until the completion or termination of this Purchase
Order.
28. PRINCIPAL/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.
29. 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.
30. TERMINATION
Should the Vendor 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 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.
31. LOBBYING
After the issuance of any solicitation, no current or prospective vendor or any person acting on their behalf, shall contact,
communicate with or discuss any matter relating to the solicitation with any Collier County employee or elected or appointed
official, other than the Procurement Services Director or his/her designees. This prohibition ends upon execution of the final
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contract or upon cancellation of the solicitation. Any current or prospective vendor that lobbies any Collier County employee
or elected or appointed official while a solicitation is open or being recommended for award (i) may be deemed ineligible for
award of that solicitation by the Procurement Services Director, and (ii) will be subject to Suspension and Debarment outlined
in section Twenty-eight of County Ordinance 2017-08.
32. CERTIFICATE OF AUTHORITY TO CONDUCT BUSINESS IN THE STATE OF FLORIDA (FL 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 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.
33. 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-vendor 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-vendor 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.
34. PROTEST PROCEDURES
With respect to a protest of the terms, conditions and specifications contained in a solicitation, including any provisions governing
the methods for evaluation of bids, proposals or replies, awarding contracts, reserving rights for further negotiation or modifying
or amending any contract, the protesting party shall file a notice of intent to protest within three (3) days, excluding weekends
and County holidays, after the first publication, whether by posting or formal advertisement of the solicitation. The formal written
protest shall be filed within five (5) days of the date the notice of intent is filed. Formal protests of the terms, conditions and
specifications shall contain all of the information required for the Procurement Services Director, to render a decision on the
formal protest and determine whether postponement of the bid opening or proposal/response closing time is appropriate. The
Procurement Services Director's decision shall be considered fina l and conclusive unless the protesting party files an appeal of
the Procurement Services Director's decision.
Any actual proposer or respondent to who desires to protest a recommended contract award shall submit a notice of intent to
protest to the Procurement Services Director within three (3) calendar days, excluding weekends and County holidays, from the
date of the initial posting of the recommended award. All formal protests with respect to a recommended contract award shall
be submitted in writing to the Procurement Services Director for a decision. Said protests shall be submitted within five (5)
calendar days, excluding weekends and County holidays, from the date that the notice of intent to protest is received by the
Procurement Services Director, and accompanied by the required fee.
Complete form and instructions for formal protest are set forth in Section 23 of Collier County Ordinance 2017-08. The
protesting party must have standing as defined by established Florida case law to maintain a protest.
35. 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 vendor 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 CATEGORY TWO for a period of 36 months following the date of being
placed on the convicted Vendor list.
36. SECURITY AND BACKGROUND CHECKS
36.1 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.
36.2 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
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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 busine ss.
36.3 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.
36.4 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.
37. 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.
38. 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.
39. IMMIGRATION LAW AFFIDAVIT CERTIFICATION
39.1 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.
39.2 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 County formal Invitations to Bid (ITB) and Request for Proposals (RFP) including
Request for Professional Services (RFP) and construction services.
39.3 Exceptions to the program:
39.3.1 Commodity based procurement where no services are provided.
39.3.2 Where the requirement for the affidavit is waived by the Board of County Commissioners
39.4 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.
39.5 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.
39.6 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.
16.A.7.a
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Department of State /Division of Corporations /Search Records /Detail By Document Number /
Document Number
FEI/EIN Number
Date Filed
State
Status
Detail by Entity Name
Florida Limited Liability Company
ASSURANCE TITLE AGENCY LLC
Filing Information
L15000194743
47-5609512
11/17/2015
FL
ACTIVE
Principal Address
3618 Del Prado Blvd S
Cape Coral, FL 33904
Changed: 04/12/2016
Mailing Address
3618 Del Prado Blvd S
Cape Coral, FL 33904
Changed: 04/12/2016
Registered Agent Name & Address
PAARLBERG, LINDA
17146 WATERS EDGE CIR
NORTH FORT MYERS, FL 33917
Name Changed: 04/14/2017
Authorized Person(s) Detail
Name & Address
Title MGR
PAARLBERG, LINDA
17146 WATERS EDGE CIR
NORTH FORT MYERS, FL 33917
Title MGR
HITCHINS, TONI
17146 WATERS EDGE CIR
NORTH FORT MYERS, FL 33917
DIVISION OF CORPORATIONSFlorida Department of State
Page 1of 2Detail by Entity Name
2/20/2018http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=Entity...
16.A.7.b
Packet Pg. 555 Attachment: Assurance Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Annual Reports
Report Year Filed Date
2016 04/12/2016
2017 04/14/2017
2018 01/12/2018
Document Images
01/12/2018 -- ANNUAL REPORT View image in PDF format
04/14/2017 -- ANNUAL REPORT View image in PDF format
04/12/2016 -- ANNUAL REPORT View image in PDF format
11/17/2015 -- Florida Limited Liability View image in PDF format
Florida Department of State, Division of Corporations
Page 2of 2Detail by Entity Name
2/20/2018http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=Entity...
16.A.7.b
Packet Pg. 556 Attachment: Assurance Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Collier County Board of County Commissioners
Solicitation No.: 17-7200
American Government Services Corporation 1
CRITERIA 1. MANAGEMENT SUMMARY
≈
(2 page maximum including cover letter)
American Government Services (AGS) is a full-service title company that specializes in providing real
estate services to government agencies. AGS has been providing title and closing services since 1979
and over the past five years we have completed in excess of 8,000 title searches and provided closing
services on over 3,000 transactions throughout the state.
AGS offers a comprehensive line of real estate services including title binders, ownership and
encumbrance reports, title insurance, name searches, closing and condemnation services, expert witness
testimony and other related services.
American Government Services is a 100% women-owned business, certified as a DBE/MBE firm with
the State of Florida, Florida Department of Transportation, WBENC and others; and registered as a real
estate broker corporation with the Florida Department of Business and Professional Regulation. AGS also
holds Certificates of Compliance from local government agencies for complying with the Equal
Employment Opportunity and Affirmative Action Ordinances and EEOAA Rules and Regulations.
Our excellent reputation and extensive experience has made us the leading provider of real estate
products and services for public sector property acquisitions and dispositions throughout the State of
Florida. From conservation easements to major public works projects, AGS is proud to be recognized as
a contractor of choice for city, county, state and federal government agencies.
Our offices, located at 3812 West Linebaugh in
Tampa, are always staffed from 8:00 a.m. to
5:00 p.m. Monday through Friday (except
holidays). We invite you to visit our 7500
square foot building, with a large, private
conference room for meetings.
Abstracting demands a great deal of space –
space to organize documents and files, large
tables where maps and plats can easily be read
and numerous dedicated computer stations for online research and document retrieval. Our production
department is set up to be efficient and accommodating of any and all project requirements.
We recognize that sometimes circumstances will require rush completion of products and you need a
team that can always meet your production needs. AGS has a team of full-time title researchers from
which to draw, so we are well prepared to handle any rush project or large project that may arise without
a loss of quality. In addition, each researcher has a colleague that he/she can turn to for assistance in
completing their assigned work in the event of an emergency.
Our researchers will begin by using the on-line records available for the county, however, these
computerized records are typically only useful for limited research. Often the most reliable method of
research available is “title plants" that have been maintained by a local title company or underwriter.
Through our affiliation with our underwriters, AGS has full access to comprehensive local title plants for
the counties covered by this solicitation.
16.A.7.c
Packet Pg. 557 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Collier County Board of County Commissioners
Solicitation No.: 17-7200
American Government Services Corporation 2
CRITERIA 2 – CERTIFIED MINORITY BUSINESS ENTERPRISE
≈
American Government Services is an FDOT certified women-owned business which is owned by
President, Wendi McAleese and Senior Vice-President, Tammy Mehl. AGS holds an Equal Employment
Opportunity and Affirmative Action certification from the City of Tampa and is certified as an
MBE/DBE/WBE with numerous government agencies including:
x Hillsborough County
x Pasco County
x Pinellas County
x The Florida Department of Management Services Office of Supplier Diversity
x State of Florida Water Management Districts
x The Florida Department of Transportation
x The Florida Uniform Certification Program (UCP) (required for Federally funded projects)
Please see attached herein, documentation of AGS’ status as a woman owned business.
16.A.7.c
Packet Pg. 558 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Collier County Board of County Commissioners
Solicitation No.: 17-7200
American Government Services Corporation 3
CRITERIA 3 – DELIVERY SCHEDULE
≈
In this tab, include but not limited to:
Number of Title Commitments or Ownership Delivery Schedule **
& Encumbrance Reports Ordered
1 to 3 Up to 10 Business Days
4 to 6 Up to 15 Business Days
7 to 12 Up to 15 Business Days
13 to 25 Up to 20 Business Days
26 to 35 Up to 30 Business Days
Over 35 To be negotiated
Update Up to 5 Business Days
Miscellaneous Real Estate and Title
Research Services To be negotiated
16.A.7.c
Packet Pg. 559 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Collier County Board of County Commissioners
Solicitation No.: 17-7200
American Government Services Corporation 4
CRITERIA 4 – COST OF SERVICES TO THE COUNTY
≈
(20 Total Points Available, 1 Page Limitation))
In this tab, include but not limited to:
• Provide a price for the services as described in Attachment C - Cost of Services. (NOTE: The “Ownership and Encumbrance
Report” and “Miscellaneous Real Estate and Title Research Services” categories are services that will be used occasionally)
16.A.7.c
Packet Pg. 560 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Collier County Board of County Commissioners
Solicitation No.: 17-7200
American Government Services Corporation 5
CRITERIA 5 – EXPERIENCE AND CAPACITY OF THE TEAM
≈
(20 Total Points Available, 2 Page Limitation)
In this tab, include but not limited to:
• Provide information that documents your firm’s and underwriters’ qualifications to produce the required deliverables,
including abilities, capacity, skill, and financial strength, and number of years of experience in providing the required services.
The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference
forms from clients within the last five (5) years whose projects are of a similar nature to this solicitation as a part of their
proposal. Provide information on the projects completed by the vendor that best represent projects of similar size, scope and
complexity of this project using form provided in Attachment B – Form 8. Vendors may include two (2) additional pages for
each project to illustrate aspects of the completed project that provides the information to assess the experience of the Proposer
on relevant project work.
USDA-Natural Resource Conservation Service Florida’s Turnpike Enterprise
National Wildlife Refuge System Florida Fish and Wildlife Conservation
Department of the Interior Florida Department of Environmental Protection
National Park Service Florida Department of Transportation
U.S. Fish and Wildlife Service Southwest Florida Water Management District
U.S. Army Corps of Engineers St. Johns River Water Management District
City of Tampa Walton County Polk County
Collier County Hernando County Tampa Bay Water
Hillsborough County Citrus County City of Lakeland
City of St. Petersburg City of North Port Brevard County
Pinellas County City of Bonita Springs Hillsborough County
Manatee County Tampa-Hillsborough -Aviation Authority
Monroe County -Expressway Authority Pasco County
Duke Energy HDR Engineering Arcadis US
Dewberry Engineers, Inc. GCY, Inc. Bayside Engineering
Holland & Knight LLP George F. Young DRMP, Inc.
Hill Ward Henderson Stantec Consulting Services Parsons Brinckerhoff
AECOM The Nature Conservancy Wantman Group
Southeastern Survey & Mapping Trust for Public Lands Ghiotto & Associates
Reynolds, Smith & Hills Kimley Horn & Associates CPH Engineers
American Consulting Engineers McKim & Creed American Acquisition Group
CB & I Environmental & Infrastructure Revolution Pipeline
Federal Agencies State Agencies
Local Agencies / Municipalities
Private Sector Firms
16.A.7.c
Packet Pg. 561 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Collier County Board of County Commissioners
Solicitation No.: 17-7200
American Government Services Corporation 6
American Government Services has been providing title and closing services on Florida public works
projects for over twenty years. Our team is comprised of senior-level professionals with extensive
knowledge of the real estate industry and experience performing title and closing services for government
agencies at every level – city, county, state and federal. We accomplish services entrusted to us by
working with your designated contact throughout the process to provide the appropriate product for each
task in a timely manner.
Our team will be led by Senior Vice President and Project Manager, Tammy Mehl and President and Chief
Reviewer, Wendi McAleese. Our hands-on management structure is designed to maintain cost controls,
excellent service and on-schedule deliveries. While Tammy will serve as the official point of contact for
the Department’s Project Manager, we guarantee that a phone call to any member of our staff will always
result in a prompt, professional response.
All work performed by American Government Services will be conducted under the direct supervision
of the management team set forth below. AGS does not anticipate utilizing any subcontractors or
affiliates to perform work under this contract. Performing all work in-house provides you with the
guarantee that the work has been performed in accordance with our quality control procedures and
allows us to retain better control over scheduled delivery dates.
The AGS approach features:
A team that understands the guidelines, standards, procedures and directives of Collier County
Time-tested processes that enhance quality, speed and accuracy
Personnel with Collier County project experience
Existing facilities capable of supporting all the activities set forth in the scope
Technologically advanced search and mapping programs
Quality control procedures designed to eliminate errors and promote data integrity
Our success can be attributed to the combination of highly skilled staff, state of the art facilities and our
knowledge of the right of way business. The strength of our organization is derived from our corporate
core values – integrity, quality, continuous improvement, respect, responsiveness and community
involvement – and every decision we make and action we take is built on these fundamental concepts.
PLEASE SEE COMPLETED REFERENCE FORMS AS PART OF THE “FORMS” DOCUMENT ALSO
UPLOADED HEREIN.
16.A.7.c
Packet Pg. 562 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Collier County Board of County Commissioners
Solicitation No.: 17-7200
American Government Services Corporation 7
CRITERIA 6 – SPECIALIZED EXPERTISE OF TEAM MEMBERS
≈
(20 Total Points Available, 2 Page Limitation)
In this tab, include but not limited to:
• Description of the proposed contract team and the role to be played by each member of the team.
• Attach brief resumes of all proposed team members who will be involved in the management of the total package of services,
as well as the delivery of specific services.
The individuals selected for our project team were chosen because of their extensive experience. The
roles and responsibilities of the key members of our project team and their relation to the activities in the
Scope of Services are as follows:
TEAM MEMBERS ROLE RESPONSIBILITY
Tammy Mehl
Senior Vice President
Project Manager
• Overall project direction
• Reporting, communications, deliverables
• Consistency of project approach
• Coordination of key personnel
x Monitor all scheduled product delivery
Wendi McAleese
President
Alternate Project
Manager and
Chief Reviewer
• Provide oversight of complex files
x Address legal and/or regulatory issues
x Direct handling of “sensitive” files
• Quality assurance review of all title products
Pam Chesler
Production Coordinator
Quality Control
Coordinator
• Review quality control checklists for
adherence to DOT policies & title
underwriting guidelines
x Conduct reviews on complex files
x Coordinate with District on Quality Control
Jay Peters
Senior Title Examiner
Title Research
and Examination
• Conduct research and examination on
complex files
x Identify and mitigate risk to DOT due to
“failure” of title
Colette Hill
Title Examiner
Title Research
and Examination
• Conduct research and examination
x Ensure all quality control checklist items are
finalized and complete
x Prepare title search reports for final review
Kimberly Haddix
Mapping Coordinator
IcoMap and ARC
GIS Mapping
• Provide mapping capability to research dept.
x Assist research team with complex legal
descriptions
We have provided resumes for each key member of our project team for your review and consideration,
beginning on the next page.
16.A.7.c
Packet Pg. 563 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Collier County Board of County Commissioners
Solicitation No.: 17-7200
American Government Services Corporation 8
Key Qualifications
Tammy Mehl has been in the real estate industry for over 20 years and
has been with American Government Services since 1998. As Senior
Vice President of American Government Services, Tammy is actively
involved in the day to day operations of the company including
management responsibility for our Research Department. She is
responsible for all research performed by AGS under all contracts
including U.S. Department of Agriculture, National Resource
Conservation Service, U.S. Fish & Wildlife Service, Florida Department of
Transportation, Florida’s Turnpike Enterprise, Florida Department of
Environmental Protection, Progress Energy and the U.S. Army Corps of
Engineers.
Title Search Services, FDOT Districts 1, 3, 4, 6 and 7: Tammy
has been the Project Manager under our consecutive contracts with the
Florida Department of Transportation. Her responsibilities include
preparing title search reports, ownership and encumbrance reports, title
commitments and special purpose reports to ensure that our research
products are serving the unique needs of each project. To date, this
has included over 1,000 competed reports for the Department of
Transportation.
Suncoast Parkway Extension, Citrus & Hernando Counties:
Tammy served as a Project Manager to each of the three firms selected
by the Florida Turnpike Enterprise for the 26 mile extension of the
Suncoast Parkway in Citrus and Hernando Counties. The three design
firms were DRMP, RS&H, and Bowyer-Singleton. AGS worked closely
with these firms to provide 50 year title search reports. This project
included approximately 1,200 title search reports and was completed
within 9 months.
First Coast Outer Beltway, Clay and St. Johns Counties:
Tammy served as the Project Manager for title services for this project.
American Government Services served as a sub consultant to Clary &
Associates, this project included over 100 title search reports.
State Road 313, St. Johns County: Tammy served as the Project
Manager for title services for this project. American Government
Services served as a sub consultant to DRMP, this project included
approximately 45 title search reports.
Polk County Miscellaneous Title Research, Polk County: Since
2004, Tammy has been the Project Manager for Polk County
Engineering Division projects. Projects include the Yarborough Lane
Capital Improvement Project; County Road 54 (Ronald Reagan
Parkway) Phase 1; Cleveland Heights Blvd and Lake Miriam Drive
Capital Improvement Project; Berkley Road Capital Improvement
Project; County Road 54 at Champions Gate Boulevard; Lakeland
Highland Road/CR 37B; Kathleen Road Phase II; and County Road
599A/Auburndale Cutoff.
Tammy Mehl
Senior Vice President
Firm
American Government Services
Corporation
Years of Experience
20
Professional Affiliations
Florida Survey & Mapping Society
16.A.7.c
Packet Pg. 564 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Collier County Board of County Commissioners
Solicitation No.: 17-7200
American Government Services Corporation 9
Key Qualifications
Wendi McAleese is a Florida Licensed Title Insurance Agent and
Licensed Real Estate Salesperson with over 20 years of experience in
the insurance industry. As President of American Government
Services, Wendi is actively involved in the day to day operations of
the company including management of our Closing Department. She
is responsible for title examination on all work performed under
contracts with the U.S. Department of Agriculture/NRCS, U.S.
Department of Agriculture/National Forests in Florida, Florida
Department of Transportation, Florida’s Turnpike Enterprise, Florida
Department of Environmental Protection, and the U.S. Army Corps of
Engineers. Wendi is also serving as the Project Manager for the
Florida Department of Environmental Protection for our multi-year
statewide contract to provide title and closings.
Wendi’s professional accomplishments include the purchase of a $34
million conservation easement over portions of Blue Head Ranch in
Highlands County, Florida, as well as an $18.5 million parcel for the
Florida Department of Transportation, which at the time was the
largest single payout in the history of the Florida Turnpike Enterprise.
She also served as senior closing agent for the acquisition of a $36
million conservation easement by the Florida Department of
Environmental Protection in Glades County.
WRP and GRP Conservation Easements, USDA/NRCS,
Florida: Wendi has been providing title review and closing services
under our contract with the U. S. Department of Agriculture, National
Resource Conservation Service for its conservation easement
program. This contract has included over $300 million in acquisitions
of less-than-fee interests in real property, with a focus in Hendry,
Okeechobee, Glades, Highlands, Charlotte and Collier.
Title and Realty Services, US Fish and Wildlife Service,
Florida: Wendi has been the contract manager for our contract with
the Florida Division of USFWS for transactions to expand its wildlife
refuges. This contract required title research, closings and curative
services.
Florida Department of Environmental Protection, State-
Wide Land Acquisition Title & Closing Services: Wendi has
served as a Project Manager under consecutive contracts for real
estate title and closing services. Projects includ: East Central
Regional Rail Trail, Volusia & Broward Counties; Camillus House,
Miami-Dade County; NW Marion Greenway, Marion County and
Wekiva-Ocala Parkway, Orange County.
Wendi McAleese
President
Firm
American Government Services
Corporation
Years of Experience
20
Education
B.S., Business Management
University of Phoenix
Professional Licenses
Florida Real Estate Salesperson
Title Insurance Agent
Professional Affiliations
International Right of Way Association
Florida Survey & Mapping Society
16.A.7.c
Packet Pg. 565 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Collier County Board of County Commissioners
Solicitation No.: 17-7200
American Government Services Corporation 10
Key Qualifications
Jay Peters has been in the real estate industry for over 26 years and has
been with American Government Services since 2006. As a Senior
Abstractor, Jay is experienced in all issues pertaining to land title
ownership and encumbrances, as well as interpretation of land title
documents, maps, plats and complex descriptions. He has provided
ownership and encumbrance reports, title searches and examinations
for major environmental and infrastructure projects throughout Florida.
As a Senior Title Abstractor, Jay is an expert at researching large tracts
of land with every conceivable encumbrance and history. From railroads
- to right of way - to swamps in the Everglades - to residential and
commercial properties, his broad base of experience in all areas of title
research brings exceptional depth to our research team.
Before Jay’s tenure at American Government Services he worked for
several title companies in the Tampa Bay area including: Florida Land
Research Company, Inc and Titleco Research of Florida Inc.
His work history with American Government Services includes the
following projects:
Suncoast Parkway Extension, Segment 3: Reynolds, Smith & Hills,
Citrus County (300 parcels)
South Florida Water Management District Canals Project: F.R.S.
& Associates, Palm Beach County (90 parcels)
First Coast Outer Beltway: Clary & Associates, St. John’s and Clay
Counties (180+ parcels)
U.S. 17: Bowyer Singleton, Inc, DeSoto County (200+ parcels)
U.S. 80: McKim & Creed, DeSoto County (25+ parcels)
Auburndale Road: Polk County Engineering Department, Polk County
(75+ parcels)
County Line Road: Polk County Engineering Department, Polk County
(50+ parcels)
Moon Lake Road: HDR Engineering Inc., Pasco County (194 parcels)
State Road 434: Bowyer Singleton & Associates, Citrus County (10
parcels)
Jay Peters
Senior Abstractor
Firm
American Government Services
Corporation
Years of Experience
32
Education
B.A. Real Estate
Ohio State University
Professional Licenses
Florida Real Estate Salesperson
Title Insurance Agent
16.A.7.c
Packet Pg. 566 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Collier County Board of County Commissioners
Solicitation No.: 17-7200
American Government Services Corporation 11
Key Qualifications
Pam Chesler has been with American Government Services Corporation
since 1998 and has been in the title industry for 15 years. As a Title
Examiner for American Government Services, she is responsible for
conducting title searches, title examination, ensuring all quality control
checklists are finalized and complete as well as preparing title search
reports, ownership and encumbrance reports, title commitments and
special purpose reports.
During her tenure with American Government Services Pam has served
as the Production Coordinator for the Florida Department of
Transportation contracts. She also served as Project Manager for the
Cross Florida Barge Canal project for the Florida Department of
Environmental Protection, and has assisted on projects for the U.S.
Army Corps of Engineers and The Nature Conservancy. Pam also works
closely with our private sector engineering and survey clients.
Prior to joining American Government Services, Pam worked for two of
the largest underwriters in the State of Florida - Commonwealth Land
Title Insurance and Old Republic National Title Insurance Company.
Her work history includes the following:
Continuing Contracts, FDOT Districts 4, 6, and 7
Lake Wales Ridge, Florida Dept. of Environmental Protection,
Highlands County
Fisheating Creek, Florida Dept. of Environmental Protection, Glades
County
Everglades National Park, U.S. Army Corps of Engineers, Miami-Dade
County
Florida Barge Canal, Office of Greenways & Trails, Citrus & Putman
Counties
Berkley Road, Polk County Engineering Department, Polk County
Race Track Road, HDR, Inc, Hillsborough and Pinellas Counties
Pam Chesler
Quality Coordinator
Firm
American Government Services
Corporation
Years of Experience
26
16.A.7.c
Packet Pg. 567 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Collier County Board of County Commissioners
Solicitation No.: 17-7200
American Government Services Corporation 12
Key Qualifications
Colette Hill has been with American Government Services since early
2004 and has been in the real estate industry for over 20 years. As a
Title Examiner for American Government Services, she is responsible for
conducting title searches, title examination, ensuring all quality control
checklists are finalized and complete as well as preparing title search
reports, ownership and encumbrance reports, title commitments and
special purpose reports.
Prior to joining American Government Services, Colette worked in many
aspects of the real estate industry including real estate sales, mortgage
brokerage and mortgage lending. She has worked with several major
title insurance underwriters, including Commonwealth Land Title
Insurance Company and First American Title.
Colette’s work history includes the following:
Continuing Contracts, FDOT Districts 4, 6 and 7
Florida Keys Ecosystem, Florida Dept. of Environmental Protection,
Monroe County
Save our Everglades, Florida Dept. of Environmental Protection,
Collier County
Bombing Range Ridge, The Nature Conservancy, Highlands County
Berkley Road, Polk County Engineering Department, Polk County
State Road 78, Aim Engineering, Collier County
Clinton Avenue, Aim Engineering, Pasco County
Ocklawaha Connector, L.D. Bradley, Marion County
Bolles & Cross Canal, GCY, Inc., Palm Beach County
Wares Creek, HDR, Inc., Manatee County
Colette is a Licensed Title Examiner with the Florida Department of
Insurance. She is also very actively involved with the American Cancer
Society, and as served as the event co-chair for the New Port Richey
Relay for Life.
Colette Hill
Title Examiner
Firm
American Government Services
Corporation
Years of Experience
20
Professional Licenses
Title Insurance Agent
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Packet Pg. 568 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Collier County Board of County Commissioners
Solicitation No.: 17-7200
American Government Services Corporation 13
Key Qualifications
Kimberly Haddix has been with American Government Services since early
2003 and has been in the real estate industry for over 17 years. As a title
examiner for AGS, she is responsible for conducting title searches,
ensuring all quality control checklists are finalized and complete as well as
preparing title search reports, ownership and encumbrance reports, title
commitments and special purpose reports. Additionally, Kimberly is a
mapping specialist utilizing IcoMap and Deed Plotter.
Prior to joining American Government Services, Kim worked in the
appraisal aspect of the real estate industry. As senior abstractor at AGS,
Kimberly is well versed in the many intricacies of government agency
projects including those of the FL Department of Environmental Protection
and the FL Department of Transportation among many others.
Kimberly’s work history includes the following projects:
Florida Department of Transportation, Title Search Services,
Districts 4 and 6, Florida: As Title Examiner, Kim has provided title
research and ownership and encumbrance reports on this project. To
date, this project has included over 1500 parcels.
Florida Department of Transportation, Title Search Services,
Districts 1 and 7, Florida: Districtwide multi-year contracts involving
hundreds of searches.
Lake Wales Ridge, Florida Dept. of Environmental Protection,
Highlands County (43,089 acres)
Florida Keys Ecosystem, Florida Department of Environmental
Protection, Monroe County (Approx. 2,500 parcels)
Terra Ceia, Florida Department of Environmental Protection, ($2.6
million multi party transaction)
Save our Everglades, Florida Department of Environmental
Protection, Collier County (757 parcels)
Bombing Range Ridge, The Nature Conservancy, Polk County (100
parcels)
Moon Lake Road, Pasco County, (194 parcels)
Annutteliga Hammock, Southwest Florida Water Management
District, Hernando County (15 parcels)
Florida Barge Canal, Office of Greenways & Trails, Citrus &
Putnam Counties, Florida, (1076 parcels)
Kimberly Haddix
Title Abstractor/Mapping
Specialist
Firm
American Government Services
Corporation
Years of Experience
18
Years with Firm
15
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Packet Pg. 569 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Collier County Board of County Commissioners
Solicitation No.: 17-7200
American Government Services Corporation 14
CRITERIA 7 – LOCAL VENDOR PREFERENCE – N/A
≈
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Packet Pg. 578 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
See completed forms attached herein
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Packet Pg. 580 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
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Susanna Rowland Florida Department of Transportation
susanna.rowland@dot.state.fl.us 954-777-4591 954-777-4571
Martin County Beach Road 12/07/2017
$68,425.00 170
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Department of State /Division of Corporations /Search Records /Detail By Document Number /
Document Number
FEI/EIN Number
Date Filed
State
Status
Last Event
Event Date Filed
Event Effective Date
Detail by Entity Name
Florida Profit Corporation
AMERICAN GOVERNMENT SERVICES CORPORATION
Filing Information
643498
59-2346160
10/30/1979
FL
ACTIVE
NAME CHANGE AMENDMENT
06/25/2001
NONE
Principal Address
3812 WEST LINEBAUGH AVENUE
TAMPA, FL 33618
Changed: 09/30/2004
Mailing Address
3812 WEST LINEBAUGH AVENUE
TAMPA, FL 33618
Changed: 09/30/2004
Registered Agent Name & Address
MCALEESE, WENDI
3812 W. LINEBAUGH AVE
TAMPA, FL 33618
Name Changed: 01/22/2013
Address Changed: 03/17/2005
Officer/Director Detail
Name & Address
Title P
MCALEESE, WENDI
3812 W LINEBAUGH AVE
TAMPA, FL 33618
DIVISION OF CORPORATIONSFlorida Department of State
Page 1of 3Detail by Entity Name
2/21/2018http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=Entity...
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Packet Pg. 586 Attachment: AGS Proposal (5054 : Real Estate Title & Closing Services Contract Awards)
Title SRVP
MEHL, TAMMY
3812 W LINEBAUGH AVE
TAMPA, FL 33618
Title TRES
MEHL, TAMMY
3812 WEST LINEBAUGH AVENUE
TAMPA, FL 33618
Title SEC
MCALEESE, WENDI
3812 WEST LINEBAUGH AVENUE
TAMPA, FL 33618
Annual Reports
Report Year Filed Date
2016 03/30/2016
2017 02/08/2017
2018 02/01/2018
Document Images
02/01/2018 -- ANNUAL REPORT View image in PDF format
02/08/2017 -- ANNUAL REPORT View image in PDF format
03/30/2016 -- ANNUAL REPORT View image in PDF format
03/05/2015 -- ANNUAL REPORT View image in PDF format
02/10/2014 -- ANNUAL REPORT View image in PDF format
01/22/2013 -- ANNUAL REPORT View image in PDF format
01/06/2012 -- ANNUAL REPORT View image in PDF format
01/03/2011 -- ANNUAL REPORT View image in PDF format
03/22/2010 -- ANNUAL REPORT View image in PDF format
01/20/2009 -- ANNUAL REPORT View image in PDF format
02/07/2008 -- ANNUAL REPORT View image in PDF format
01/04/2008 -- ANNUAL REPORT View image in PDF format
08/30/2007 -- Off/Dir Resignation View image in PDF format
01/10/2007 -- ANNUAL REPORT View image in PDF format
01/09/2006 -- ANNUAL REPORT View image in PDF format
03/17/2005 -- ANNUAL REPORT View image in PDF format
01/12/2005 -- ANNUAL REPORT View image in PDF format
09/30/2004 -- ANNUAL REPORT View image in PDF format
04/13/2004 -- ANNUAL REPORT View image in PDF format
10/20/2003 -- ANNUAL REPORT View image in PDF format
04/23/2003 -- ANNUAL REPORT View image in PDF format
04/07/2002 -- ANNUAL REPORT View image in PDF format
06/25/2001 -- Name Change View image in PDF format
Page 2of 3Detail by Entity Name
2/21/2018http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=Entity...
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04/11/2001 -- ANNUAL REPORT View image in PDF format
04/24/2000 -- ANNUAL REPORT View image in PDF format
04/20/1999 -- ANNUAL REPORT View image in PDF format
04/08/1998 -- ANNUAL REPORT View image in PDF format
04/24/1997 -- ANNUAL REPORT View image in PDF format
05/03/1996 -- ANNUAL REPORT View image in PDF format
08/01/1995 -- ANNUAL REPORT View image in PDF format
Florida Department of State, Division of Corporations
Page 3of 3Detail by Entity Name
2/21/2018http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=Entity...
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16.A.7.dPacket Pg. 589Attachment: Score Sheets (5054 : Real Estate Title & Closing Services Contract Awards)
16.A.7.dPacket Pg. 590Attachment: Score Sheets (5054 : Real Estate Title & Closing Services Contract Awards)
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16.A.7.dPacket Pg. 593Attachment: Score Sheets (5054 : Real Estate Title & Closing Services Contract Awards)
Selection CommitteeFinal Ranking SheetRFP #: 17-7200Title: Real Estate Title & Closing ServicesName of Firm Jay Roosevelt Robert Lisa DebraTotal ScoresSelection Committee Final RankAmerican Government Services Corp (AGS) 68 80 80 76 883922.0000Assurance Title Agency LLC 76 95 82 90 924351.0000TOTAL144 175 162 166 180Procurement Professional Viviana GiarimoustasStep 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.Page 1 of 116.A.7.ePacket Pg. 594Attachment: Final Ranking (5054 : Real Estate Title & Closing Services Contract Awards)
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