HomeMy WebLinkAboutR-00-0076J-00-24
1/27/00 aj
RESOLUTION NO.
A RESOLUTION OF THE MIAMI CITY COMMISSION,
WITH ATTACHMENT(S), APPROVING THE
ESTABLISHMENT OF A PRE -QUALIFIED BIDDER'S
LIST COMPRISED OF SEVEN (7) QUALIFIED
PROPOSERS, AS LISTED ON EXHIBIT "A", ATTACHED
HERETO AND MADE A PART HEREOF; FURTHER
AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND
EXECUTE AGREEMENT (S) IN SUBSTANTIALLY THE
ATTACHED FORM, WITH EACH 'OF THE APPRAISERS,
TO PROVIDE APPRAISAL CONSULTING SERVICES, ON
AN AS -NEEDED, ROTATIONAL BASIS, FOR ONE (1)
YEAR WITH THE OPTION TO EXTEND FOR TWO (2)
ADDITIONAL ONE YEAR PERIODS, FOR THE OFFICE
OF ASSET MANAGEMENT, AT A TOTAL ANNUAL AMOUNT
NOT TO EXCEED $75,000, SUBJECT TO
AVAILABILITY OF FUNDS FOR SUCCEEDING FISCAL
YEARS; ALLOCATING FUNDS THEREFOR FROM ACCOUNT
CODE NO. 810101-270.
WHEREAS, in an effort to protect property assessment values
in Miami, on November 18, 1999, the Office of Asset Management
issued an Request For Qualifications to establish term contracts
-for qualified and experienced firms capable of providing
appraisal and/or consulting services; and
WHEREAS, these services will be used to provide information
to the Miami -Dade County Property Appraiser to support the real
property tax assessment for properties being appealed to the
Value Adjustment Board; and
C 11
�
CITY COMMISSION
MEETING OF,
,SAN 2 7 2000
Resolution No
.WHEREAS, on November 18, 1999, the Department of Purchasing,
in cooperation with the Office of Asset Management, issued a
Request for Qualifications.("RFQ") No. 99-00-017; and
WHEREAS, on December 13, 1999 the City received seven (7)
proposals which were rejected by the City Manager on
December 27, 1999 in order to issue a new RFQ which clarified the
requirements to the potential proposers; and
WHEREAS, on December 29, 1999, the Department of. Purchasing,
in cooperation with the Office of Asset Management, re -issued a
RFQ No. 99-00-087R which was mailed to forty-three (43) potential
providers, seeking qualified proposers of appraisal consulting
services; and
WHEREAS, on January 13, 2000,.a total of ten (10) proposals
were received, and two (2) were deemed non-qualified for failure
to meet the minimum qualifications for experience; and
WHEREAS, seven (7) proposers were deemed qualified and
placed on a Pre -qualified Bidder's List (the "List"), attached
hereto as Exhibit "A", and made a part hereof; and
WHEREAS, those proposers appearing on the List will be used
by the Office of Asset Management, on an as -needed, rotational
basis, for one (1) year, with the option to extend for two (2)
additional one year periods, at a total annual amount not to
exceed $75,000; and
WHEREAS, funds are available from Fiscal Year 2000 Account
Code No. 810101-270;
Page 2 of 4 U
NOW, THEREFORE, BE IT RESOLVED BY THE COMMISSION OF THE CITY
OF MIAMI, FLORIDA:
Section 1. The recitals and findings contained in the
Preamble to this Resolution are hereby adopted by reference
thereto and incorporated herein as if fully set forth in this
Section.
Section 2. The establishment of a Pre -qualified Bidder's
List comprised of seven (7) qualified proposers, as listed on
Exhibit "A", attached hereto, is hereby approved.
Section 3. The City Manager is hereby authorizedl� to
negotiate and execute agreement(s), in substantially the attached
form, with each of the appraisers, to provide appraisal
consulting services, at a total annual amount not to exceed
$75,000, on an as -needed, rotational basis, for one (1) year with
the option to extend for two (2) additional one year periods, for
the Office of Asset Management; with funds therefor hereby
allocated from Account Code No. 810101-270.
Section 4. This Resolution shall become effective
�i The herein authorization is further subject to compliance with all
requirements that may be imposed by the City Attorney, including but not
limited to those prescribed by applicable City Charter and Code
provisions.
Page 3 of 4
O�
immediately upon its adoption and signature of the Mayor.'/
PASSED AND ADOPTED this 27th day of January 2000.
JOE CAROLLO, MAYOR
In accordance with VHami Code Sec. 2-35, since Vis Vnrnr did not indicate approval of
this legislation by signing it in the designated place provided, said n-oIN
becomes effective with the elapse of ten (10) day- from the date orcom. sicn a
c�;on
regarding same, without the Mayor exerci in eto.
ATTEST I
Wal r �J.an, City Clerk
WALTER J.
CITY CLEF
AND-CORRECTNESS:6
044:RCL:BSS
If the Mayor does not sign this Resolution, it shall become effective at
the end of ten calendar days from the date it was passed and adopted.
If the Mayor vetoes this Resolution, it shall become effective
immediately upon override of the veto by the City Commission.
U U
Page 4 of 4 ib
G,
Exhibit "A"
APPRAISAL CONSUL'T'ING SERVICES
RFQ NO. 99-00-087R
QUALIFIED BIDDERS LIST
1. J. B. Alhale & Associates, Inc.
3121 Commodore Plaza, Ste. 200
Miami, Fla. 33133
Local / Non Minority
2. Blazejack & Co.
655 S.W. Miami Place
Miami, Fla. 33130
Local / Non Minority
3. Appraisal First
8525 N.W. 53 Terr,:Ste. 110
Miami, Fla. 33166-4250
Miami -Dade Co. / Female
4. Joseph J. Blake & Assoc. Inc.
255 Alhambra Circle #800
Coral Gables, Fla. 33134
Miami -Dade Co. / Non Minority
5. Quinlivan Appraisal P.A.
5730 S.W. 74`h Street, Ste. 300
S. Miami, Fla. 33143
Miami -Dade Co. / Non Minority
6. Slack & Johnston, Inc.
7300 N. Kendall Drive, Ste. 520
Miami, Fla. 33156
Miami -Dade Co. / Non -Minority
7. Waronker & Assoc., Inc.
5730'S.W. 74t' St., #200
S. Miami, Fla. 33143
1Vliami-Dade Co. / Non Minority
G0- 7
SERVICES AGREEMENT
OR
PROFESSIONAL SERVICES AGREEMENT
This Agreement is entered into this _ day of , 2000 (but effective as of
) by and between the City of Miami, a municipal corporation of the State
of Florida ("City") and , a corporation
("Provider").
RECITAL
A. The City has issued a Request for Qualifications ("RFQ") for the provision of
appraisal consulting services ("Services") and Provider's proposal ("Proposal"), in response
thereto, has been selected as a qualified proposal for the provision of the Services. The RFQ and
the Proposal are sometimes referred to herein, collectively, as the Solicitation Documents, and
are by this reference incorporated into and made a part of this Agreement.
B. .The Commission,.of.the City of Miami, by Resolution No.
adopted on , 2000, approved the selection of Provider and authorized the City
Manager to execute a contract; under the terms and conditions set forth herein.
NOW, :THEREFORE; in consideration of the mutual covenants and promises herein
contained, Provider and the City agree as follows:
TERMS
1. RECITALS: The recitals are true and correct and are hereby incorporated into and made
a part of this Agreement.
-2. TERM: The term of this Agreement shall be for one (1) year commencing on the
effective date hereof.
3. OPTION TO EXTEND: The City shall have two (2) option(s) to extend the term
hereof for a period of one (1) year each, subject to availability and appropriation of funds. City
Commission approval shall not be required as long as the total extended term does not exceed
three (3) years.
4. SCOPE OF SERVICE:
A. Provider agrees to provide the Services as specifically described, and under the
special terms and conditions set forth in Attachment "A" hereto, which by this reference is
incorporated into and made a part of this Agreement.
B. Provider represents and warrants to the City that: (i) it possesses all
qualifications, licenses and expertise required under the Solicitation Documents for the
performance of the Services; (ii) it is not delinquent in the payment of any sums due the City,
including payment of permit fees, occupational licenses, etc., nor in the performance of any
obligations to the City; (iii) all personnel assigned to perform the Services are and shall be, at all
times during the term hereof, fully qualified and trained to perform the tasks assigned to each;
"arid' (iv) the Services will be performed in the manner described in Attachment "A".
5. COMPENSATION:. "
A. The amount of compensation payable by the City to Provider shall be based on
the rates and schedules described in Attachment "B" hereto, which by this reference is
incorporated into this Agreement; provided, however, that in no event shall the total amount of
compensation for,.all Services provided pursuant to the RFQ shall not exceed Seventy -Five
Thousand Dollars ($75,000.00) per year.
B. Unless otherwise specifically provided in Attachment "B", payment shall be made
within forty five (45) days after receipt of Provider's invoice, which shall be accompanied by
LB:nmPSAAppraisals 2 7
sufficient supporting documentation and contain sufficient detail, to allow a proper audit of
expenditures, should City require one to be performed.
6. OWNERSHIP OF DOCUMENTS: Provider understands and agrees that any
information, document, report or any other material whatsoever which is given by the City to
Provider or which is otherwise obtained or prepared by Provider pursuant to or under the terms
of this Agreement is and shall at all times remain the property of the City. Provider agrees not to
use any such information, document, report or material for any other purpose whatsoever without
the written consent of City, which may be withheld or conditioned by the City in its sole
discretion.
7. AUDIT AND INSPECTION RIGHTS:
A. The City may, at reasonable times, and for a period of up to three (3) years
following the date of final payment by the City to Provider under this Agreement, audit, or cause
to be audited, those books and records of Provider which are related to Provider's performance
under this Agreement. Provider agrees to maintain all such books and records at its principal
plate of business for 'aperiod of three (3) years after final payment is made under this
Agreement.
B. The City may, at reasonable times during the term hereof, inspect Provider's
facilities and perform such tests, as the City deems reasonably necessary, to determine'«,hether
the goods or Services required to be provided by Provider under this Agreement conform to the
terms hereof and/or the terms of the Solicitation Documents, if applicable. Provider shall make
available to the City all reasonable facilities and "assistance to facilitate the performance of tests
or inspections by City representatives. All tests and inspections shall be subject to, and made in
LB: mv:PSAAppraisals 3 6 o — 7,
•
0
accordance with, the provisions of Section 18-55.2 of the Code of the City of Miami, Florida, as
same may be amended or supplemented, from time to time.
8. AWARD OF AGREEMENT: Provider represents and warrants to the City that it
has not employed or retained any person or company employed by the City to solicit or secure
this Agreement and that it has not offered to pay, paid, or agreed to pay any person any fee,
commission, percentage, brokerage fee, or gift of any kind contingent upon or in connection
with, the award of this Agreement.
9. PUBLIC RECORDS: Provider understands that the public shall have access, at all
reasonable times, to all documents and information pertaining to City contracts, subject to the
provisions of Chapter 119, Florida Statutes, and agrees to allow access by the City and the public
to all documents subject to disclosure under applicable law. Provider's failure or refusal to
comply with the provisions of this section shall result in the immediate cancellation of this
Agreement by -the City.
10. COMPLIANCE WITH FEDERAL, STATE AND. LOCAL LAWS: Provider
understands that agreements between private entities,and local governments are subject to certain
- laws =and- regulations;- including laws pertaining to public records, conflict of interest, record
keeping, etc. City and Provider agree to comply with and observe all applicable laws, codes and
ordinances as they may be amended from time to time.
11. INDEMNIFICATION: Provider shall indemnify, defend and hold harmless the
City and its officials, employees and agents (collectively referred to as "Indemnitees") and each
of them from and against all loss, costs, penalties, fines, damages, claims, expenses (including
w" attorney's fees)'or liabilities (collectively referred to as "Liabilities") by reason of any injury to
or death of any person or damage to or destruction or loss of any property arising out of,
LQ:mv:PSAAppraisals 4 "'
resulting from, or in connection with (i) the performance or non-performance of the Services
contemplated by this Agreement which is or is alleged to be directly or indirectly caused, in
whole or in part, by any act, omission, default or negligence (whether active or passive) of
Provider or its employees, agents or subcontractors (collectively referred to as "Provider"),
regardless of whether it is, or is alleged to be, caused in whole or part (whether joint, concurrent
or contributing) by any act, omission, default or negligence (whether active or passive) of the
Indemnitees, or any of them or (ii) the failure of the Provider to comply with any of the
paragraphs herein or the failure of the Provider to conform to statutes, ordinances, or other
regulations or requirements of any governmental authority, federal or state, in connection with
the performance of this Agreement. Provider expressly agrees to indemnify and hold harmless
the Indemnitees, or any of them, from and against all liabilities which may be asserted by an
employee or former employee of Provider, or any of its subcontractors, as provided above, for
which the Provider's liability to such employee or former employee would otherwise be limited
to payments under state Workers' Compensation or similar laws.
`12 `'' DEFAULT: If Provider fails to -comply with any 'term or condition of this Agreement,
or fails to perform'afty of its obligations hereunder, then Provider shall be in default. Upon the
occurrence of a default hereunder the City, in addition to all remedies available to it by law, may
immediately, upon written notice to Provider, terminate this Agreement whereupon all payments,
advances, or other compensation paid by the City to Provider while Provider was in default shall
be immediately returned.to the City. Provider understands and agrees that termination of this
Agreement under this section shall not release Provider from any obligation accruing prior to the
effective date of termination. Should Provider be unable or unwilling to commence to perform
the Services within the time provided or contemplated herein, then, in addition to the foregoing,
LB:m TSAAppraisals 5
Provider shall be liable to the City for all expenses incurred by the City in preparation and
negotiation of this Agreement, as well as all costs and expenses incurred by the City in the re -
procurement of the Services, including consequential and incidental damages.
13. RESOLUTION OF CONTRACT DISPUTES: Provider understands and agrees that
all disputes between Provider and the City based upon an alleged violation of the terms of this
Agreement by the City shall be submitted to the City Manager for his/her resolution, prior to
Provider being entitled to seek judicial relief in connection therewith. In the event that the
amount of compensation hereunder exceeds $4,500, the City Manager's decision shall be
approved or disapproved by the City Commission. Provider shall not be entitled to seek judicial
relief unless: (i) it has first received City Manager's written decision, approved by the City
Commission if the amount of compensation hereunder exceeds $4,500, or (ii) a period of sixty
(60) days has expired, after submitting to the City Manager a detailed statement of the dispute,
accompanied by all supporting documentation (90 days if City Manager's decision is subject to
City Commission approval); or (iii) . City has waived compliance with the procedure set forth in
this section by written instruments, signed by the City Manager.
14.*- .CITY'S TERMINATION RIGHTS:
A. The City shall have the right to terminate this Agreement, in its sole discretion, at
any time, by giving written notice to Provider at least five (5) business days prior to the effective
date of such termination: In such event, the City shall pay to Provider compensation for Services
rendered and expenses incurred prior to the effective date of termination. In no event shall the
City be liable to Provider for any additional compensation, other than that provided herein, or for
` any consequential or incidental damages.
LB: in v:PSAA ppraisals 6 76
B. The City shall have the right to terminate this Agreement, without notice to
Provider, upon the occurrence of an event of default hereunder. In such event, the City shall not
be obligated to pay any amounts to Provider and Provider shall reimburse to the City all amounts
received while Provider was in default under this Agreement.
15. INSURANCE: Provider shall, at all times during the term hereof, maintain such
insurance coverage as may be required by the City. All such insurance, including renewals, shall
be subject to the approval of the City for adequacy of protection and evidence of such coverage
shall be furnished to the City on Certificates of Insurance indicating such insurance to be in force
and effect and providing that it will not be canceled during the performance of the Services under
this contract without thirty (30) calendar days prior written notice to the City. Completed
Certificates of Insurance shall be filed with the City prior to the performance of Services
hereunder, provided, however, that Provider shall at any time upon request file duplicate copies
of the policies of such insurance with the City.
If, in the judgment of the City, prevailing conditions warrant the provision by Provider of
additional liability insurance coverage or coverage which is different in kind, the City reserves
the `nght to require' the - provision by Provider' of an amount of coverage different from the
amounts or . kind previously required, and . shall . afford written notice of such change in
requirements thirty (30) days prior to the date on ,which the requirements shall take effect.
Should the Provider fail or refuse to satisfy the requirement of changed coverage within thirty
(30) days following the City's written notice, this Contract shall be considered terminated on the
date that the required change in policy -coverage would otherwise take effect.
16. NONDISCRIMINATION: Provider represents and warrants to the City that Provider
does not and will not engage in discriminatory practices and that there shall be no discrimination
LB:nmPSAAppraisals 7 1 ` 6
in connection with Provider's performance under this Agreement on account of race, color, sex,
religion, age, handicap, marital status or national origin. Provider further covenants that no
otherwise qualified individual shall, solely by reason of his/her race, color, sex, religion, age,
handicap, marital status or national origin, be excluded from participation in, be denied services,
or be subject to, discrimination under any provision of this Agreement.
17. MINORITY AND WOMEN BUSINESS AFFAIRS AND PROCUREMENT
PROGRAM: The City has established a Minority and Women Business Affairs and
Procurement Program (the "M/WBE Program") designed to increase the volume of City
procurement and contracts with Blacks, Hispanic and Women -owned business. The M/WBE
Program is found in Ordinance No. 10062, a copy of which has been delivered to, and receipt of
which is hereby acknowledged by, Provider. Provider understands and agrees that the City shall
have the right to terminate and cancel this Agreement; without notice or penalty to the City, and
to eliminate Provider from consideration and participation in future City contracts if Provider, in
the preparation and/or submission of the Proposal, submitted false of misleading information as
to its status as Black, Hispanic and/or Women owned business and/or the quality and/or type of
- minority or women owned busmessparticipation.
18. ASSIGNMENT: This Agreement shall not be assigned by Provider, in whole or in
part, without the prior written consent of the City Manager, which may be withheld or
conditioned, in the City Manager's sole discretion.
19. NOTICES: All notices or other communications required under this Agreement shall
be in.writing and shall be given by hand -delivery or by registered or certified U.S. Mail, return
receipt requested, addressed to the other party at the address indicated herein or to such other
address as a party may designate by notice given. as herein provided. Notice shall be deemed
LB:inv:PSAAppraisals 8 0
76
given on the day on which personally delivered; or, if by mail, on the fifth day after being posted
or the date of actual receipt, whichever is earlier.
TO PROVIDER:
TO THE CITY:
City of Miami
Laura Billberry, Director
Office of Asset Management
444 S.W. 2"d Avenue, Suite 325
Miami, Florida 33130
20. MISCELLANEOUS PROVISIONS:
A. This Agreement shall be construed and, enforced according to the laws of the State
of Florida.
B. Title and paragraph headings are for convenient reference and are not a part of this
Agreement.
C. No waiver or breach of any provision of this Agreement shall constitute a waiver
of any subsequent breach -of the same or any other provision hereof, and no waiver shall be
effective,.unless made in writing.
2.
Should any: provision;- paragraph, sentence; word or phrase contained in this
Agreement be determined by a court of competent jurisdiction to be invalid, illegal or otherwise
.. . -. `-:• "":kr4'r'+ -Ti's"'^. , ,. 5. ._:y,.e w., <:i-:": . ^':;y ..] z ..
unenforceable .-under.:the* laws of the. State of Florida or the City of Miami, such provision,
paragraph, serterice, word or phrase shall be deemed modified to the extent necessary in order to
conform with such laws, or if not modifiable, then same shall be deemed severable, and in either
event, the remaining "terms and provisions of this Agreement shall remain unmodified and in full
force and effect or limitation of its use.
r
LB:mv:PSAAppraisals 9
0 0-
E. This Agreement constitutes the sole and entire agreement between the parties
hereto. No modification or amendment hereto shall be valid unless in writing and executed by
properly authorized representatives of the parties hereto
21. SUCCESSORS AND ASSIGNS: This Agreement shall be binding upon the parties
hereto, their heirs, executors, legal representatives, successors, or assigns.
22. INDEPENDENT CONTRACTOR: Provider has been procured and is being
engaged to provide Services to the City as an independent contractor, and not as an agent or
employee of the City. Accordingly, Provider shall not attain, nor be entitled to, any rights or
benefits under the. Civil Service or Pension Ordinances of the City, nor any rights generally
afforded classified or unclassified employees. Provider further understands that Florida
Workers' Compensation benefits available to employees of the City are not available to Provider,
and agrees to provide workers' compensation insurance for any employee or agent of Provider
rendering Services to the City under this Agreement.`
23. CONTINGENCY CLAUSE:' ' Funding for. this Agreement is contingent on the
availability of _funds and continued authorization for_ program "activities and the Agreement is
subjecf to amendment or_ termination. due -lack of funds,._reduction. of_.funds .and/or. change in. -
regulations, upon thirty (30) days notice.
24. REAFIRMATION OF REPRESENTATIONS: Provider hereby reaffirms all of the
representations contained in the Solicitation Documents.
25. ENTIRE AGREEMENT: This instrument and its attachments constitute the sole and
only agreement of the parties relating to the subject matter hereof and correctly set forth the
`rights, duties, and obligations of each to the other as of its date. Any prior agreements, promises,
negotiations, or representations not expressly set forth in this Agreement are of no force or effect.
LB:mv:PSAAppraisals 10
G ® �9 13�
26. COUNTERPARTS: This Agreement may be executed in two or more counterparts,
each of which shall constitute an original but all of which, when taken together, shall constitute
one and the same agreement.
i
27. APPROVAL BY THE OVERSIGHT BOARD: The State of Florida has appointed an
Emergency Financial Oversight. Board (the "Oversight Board") which is empowered to review
and approve all pending City of Miami contracts. As a result, contracts shall not be binding on
the City until such time as they have been approved by the Oversight Board. Attestation of this
Agreement by the City Clerk shall constitute evidence of its approval by the Oversight Board.
28. SPECIAL INSURANCE AND INDEMNIFICATION RIDER: Please initial if
applicable: ❑ ❑
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be
executed by their respective officials thereunto duly authorized, this the day and year above
written.
ATTEST:
Walter Foeman, City Clerk
LI3:nrv:I'S AAppraisals
"City"
CITY OF MIAMI, a municipal
corporation of the State of Florida
By:
Donald H. Warshaw, City Manager
ATTEST:
Print Name:
Title: Corporate Secretary
APPROVED AS TO FORM AND
CORRECTNESS:
Alejandro Vilarello,
City Attorney .
"Provider"
a corporation
By:
Print Name:
Title: President
APPROVED AS TO INSURANCE
REQUIREMENTS:
Mario Soldevilla,
Administrator
Risk Management
I.I1:mv:PSAAppraisals 12
76W
ATTACHMENT "A"
The Provider shall (rppCUltfn0 Services for
properties ide.itified by the City and shall be utilized by the City on an as needed, when needed,
rotational basis. Specific property description and assigmnent requirements will be furnished at
the time an order is placed. A general specification that wili serve as the model for the property
specific specifications is as follows:
For appraisal Services, the Provider shall make a field inspection and identification of the
property and shall make such investigations and studies as are appropriate and necessary to
enable the Provider to derive sound conclusions and to prepare the appraisal report to be
furnished under this contract. Upon completion of the inspections, investigations and studies, the
Provider shall prepare, furnish and deliver to the City an appraisal report in four copies. covering
said property. The appraisal analysis and report shall, in form and substance, conform to the
Uniform Standards of Professional Appraisal Practice (USPAP). The appraisal report shall
present adequate factual data to support each rate, percentage or amount used in sufficient detail
to permit a comprehensive review of the appraisal report; shall relate conclusions to those facts,
and shall include other items identified as necessary in this section.
Appraisal assignments will either require a complete appraisal or limited appraisal, and
may be either a self contained, summary .or restricted appraisal report, as defined by USPAP.
The City will generally request a limited, summary appraisal with copies of supporting
documents.
Appraisal related Services (consulting) may range from verbal discussions to written
reports, or may include such activities as.the gathering of data including but not limited to
operating expense data and vacancy rates and capitalization rates, preparing market analysis,
I. I1:mv:l'snnppraisaIs 13 7 p
f�
furnishing and analyzing comparable sales, furnishing and analyzing rental data, performing
market studies of current inventories and absorption rates, preparing highest and best use
analysis, preparing feasibility studies, providing testimony, or providing other appraisal related
or consulting Services. These Services shall also be performed in accordance with USPAP.
A specific description of the property to be appraised or the type of consultation required
will be furnished at the time the order is placed. The type of appraisal (complete or limited) and
type of report (self contained, summary or restricted) will be identified with the order. Normally,
the property description will include as much pertinent information as the City has available,
such as folio number, address; property owner(s), assessed value and zoning.
If requested by the City, the Provider shall join with City staff by meeting with the
Miami -Dade County Property Appraiser's Office to present its appraisal findings prior to a Value
Adjustment Board_ (VAB) hearing. If additional documents related to a subject property are
submitted to the Property -Appraiser's Office prior to the VAB hearing, Provider- may be
requested by City to review his findings based upon those documents submitted and update his
findings if necessary. Such review must be coinducted in a timely manner.
_If requested by Citv,.Provider shall be -required to testif -as an expert witness at the VAB
hearing
PROPERTY RIGH'T'S TO BE APPRAISED
The property is to be appraised in fee simple interest, unless otherwise stated, subject to
any outstaridtngrghfs reservations, easements and conditions furnished at the time of order.
..
LB:mv:PSAAppraisals 14
00_ '°16
FUNCTION OF APPRATSAL AND CONSULTANT SERVICES
The appraisal and/or consulting Services will be used to provide information to the
Miami -Dade County Property Appraiser which will support the assessment before the Value
Adjustment Board.
PURPOSE OF THE APPRAISAL
The purpose of the appraisal is to estimate the Just Value as defined in Florida Statute
193 (or possibly the Fair Market Value, Use Value or other value concept, if required), of the fee
simple interest (or other interest stipulated) subject to any reservations
DELIVERY OF REPORT
Provider shall have thirty (30) days from the date the Provider receives an order from the
City in which to complete the requested assignment. In the event Provider is requested to
perform appraisal Services on more than one property at the same time, Provider and City shall
mutually agree, in advance, upon,a reasonable time frame to perform said Services.
ROTATION OF SERVICES
As set forth in the RFQ, the parties hereto agree that, in the event the Provider does not
accept a particular assignment of services, said services shall be provided by the next provider in
the rotation established by the RFQ process.
L.Ii:inv:PSAAppraisals 15
ATTACHMENT "B"
FEESCHEDULE
The City shall pay the Provider(s) not more than the following. These fees shall remain
fixed and firm throughout the duration of this Agreement.
Maximum Hourlv Rate
Sr. Appraiser (5 yrs. or more experience) $ 140.00
Jr. Appraiser ( 2-5 yrs. experience) $ 90.00
Research Staff $ 60.00
There shall be no reimbursable out-of-pocket expenses or travel time.
LB:mv:PSAAppraisals 16
O 0_1 � �
CITY OF MIAMI, FLORIDA
INTER -OFFICE MEMORANDUM
The Honorable Mayor and Members
ro : of the City Commission
FROM: DoAH.haw
City Manager
RECOMMENDATION:
JAN ! 4 2000
DATE: FILE:
SUBJECT: Recommendation for Resolution to
Accept RFQ 99-00-87R - Appraisal
Consulting Services
REFERENCES: Commission Meeting, Jan. 27, 2000
ENCLOSURES: Resolution, Qualified Bidders List &
Professional Services Agreement
It is respectfully recommended that the City Commission adopt the attached Resolution
authorizing the City Manager to accept the selection of the eight (8) pre -qualified proposers
listed on the attached qualified bidders list, to provide appraisal consulting services for the Office
of Asset Management for an amount not to exceed Seventy -Five Thousand Dollars ($75,000),
with funds therefore hereby allocated from Account No. 810101-270, for a one (1) year term,
with the option to extend for two (2) additional one (1) year periods, subject to the availability
and allocation of funds for succeeding fiscal years.
This Resolution further authorizes the City Manager to negotiate and execute an agreement, in
substantially the attached form, with each of the appraisers, on a rotational basis.
BACKGROUND:
In an effort to protect property assessment values in Miami, on November 18, 1999, the Office of
Asset Management issued an Request For Qualifications (RFQ) No. 99-00-017 to establish term
contracts for qualified and experienced firms capable of providing appraisal and/or consulting
services. These services will be used to provide information to the Miami -Dade County Property
Appraiser to support the real property tax assessment for properties being appealed to the Value
Adjustment Board. Firms will be placed on a qualified proposer's list and shall be utilized by the
City on an as needed, when needed, rotational basis.
On December 13, 1999 the City received seven (7) proposals which were rejected by the City
Manager on December 27, 1999 in order to issue a new RFQ which clarified the requirements of
the potential proposers. On December 29, 1999, the Department of Purchasing, in cooperation
with the Office of Asset Management, re -issued a Request for Qualifications (RFQ) No. 99-00-
087R which was mailed to forty-three (43) potential providers, seeking qualified proposers to
provide appraisal consulting services. On January 13, 2000, a total of ten (10) proposals were
received, eight (8) were deemed qualified and placed on a Pre -qualified Bidder's List (the
"List"), attached hereto as Exhibit "A". Two (2) proposers were deemed non-qualified due to
their failure to meet the minimum qualifications for experience.
Page —2 -
Recommendation for Resolution to
Accept RFQ 99-00-87R — Appraisal Consulting Services
Those vendors appearing on the List will be utilized by the Office of Asset Management, on an
as -needed, when needed contract basis, for an initial one (1) year period. The City shall have the
option of renewing the agreement, subject to the availability of funds, for two (2) additional one
(1) year periods.' Proposers will be compensated based upon the following hourly rates:
Maximum Hourly Rate
Sr. Appraiser (5 yrs. or more experience) $ 140.00
Jr. Appraiser ( 2-5 yrs. experience) $ 90.00
Research Staff, $ 60.00
There shall be no reimbursable out-of-pocket expenses or travel time.
DHW:JFLAIh: mv:MAppraisal.doc
i 0�
•
196 NUMBER:
99-00-0878
COMMODITY / SERVICE: APPRAISAL CONSULTING SERVICES
DEPARTMENT/CONTACT PERSON: MADELINE VALDES
DIRECTIONS TO COMPLETE BID AWARD RECOMMENDATION FORM ON THE REVERSE SIDE:
The top portion of the reverse side of this Bid Award Recommendation Form has been completed by the
Department of Purchasing. The user department (s) is required to complete all remaining sections of
this form, including the funding source(s), contract value (if applicable), and all other required approvals
prior to forwarding to Purchasing.
Within 10 days, FAX this completed form along with approved and signed Bid Tabulation Form and the
resolution memo to Purchasing, ATTN: Bid/Contract Section, at 416-1925. These forms will be utilized
by the Department of Purchasing to prepare the Resolution for submission.to the Agenda Office for
Commission approval.
Should the department not concur with the recommendation for award, FAX separate justification memo to
Purchasing immediately. Emergency procurements are exempt.
IN ADDITION TO THE ABOVE DOCUMENTS, PLEASE RETURN A COMPLETED "CONTRACT
REVIEW AND ANALYSIS FORM" ALONG WITH THE SCI SCREEN "ACCOUNT SUMMARY"
FOR SAID COMMODITY/SERVICE IN PREPARATION FOR THE PRESENTATION AND APPROVAL
OF THE BID/CONTRACT BEFORE THE OVERSIGHT BOARD.
Contact PAMELA BURNS of the Bid/Contract Section at 416- 1905 should you have any
questions.
APPROVAL TO FORWARD
TO DEPARTMENT/OFFICE :
Judy S. Carter
Director of Purchasing
DATE:
SIDRECOM.DOC Rev. 8/11/99 PAGE 1 OF 2
00-
&AWARD RECOMMENDATION am
RFqq
136 NUMBER: 99-00-087R COMMODITY/SERVICE:Appraisal Consulting Services
DEPARTMENT / DIVISION: Asset Management
TERM OF CONTRACT: One (1) year with the option to extend for 2 additinal 1 yr, periods.
NUMBER OF BIDS DISTRIBUTED: 43 NUMBER OF BIDS RECEIVED: -8 (2 nonresponsive)
METHOD OF AWARD: To establish a Qualified Proposer's List where work assignments will
be assigned on an as needed, when needed, rotational basis
RECOMMENDED VENDOR(S): STATUS: CONTRACT VALUE:
See attached Exhibit "A"
TOTAL: $79-000-00
THE FOLLOWING TO BE COMPLETED BY USER DEPARTMENT:
JUSTIFICATION: The appraisal and/or consulting services will be used.,to provide
information to the Miami -Dade County Property Appraiser which will
support the assessment before the Value Adjustment Board.
ACCOUNT CODE(S): FY00#810101-270
DEPARTMENT APPROVAL: BUDGET REVIEW APPROVAL: PURCHASING APPROVAL:
See attached Exhibit "B".
Department Dire / LUie Brennan d S. iter
Designee Interim Director D ctor
OTHER FUNDING APPROVALS, IF APPLICABLE: { TITLE:
PAGE 2 OF 2
0 76
-
Exhibit ''B"
REQUEST FOR FORMAL SOLICITATION
FOR PURCHASE OF GOODS/SERVICES, EQUIPMENT EXCEEDING $4,500
' AND CONSTRUCTION EXCEEDING $10,000
Description of the Proposed Purchase: Contract on a rotational basis for professional
appraisal and/or consulting services for a period of one (1) year.
Estimated cost: $75,000.
Justification for purchase: The appraisal and/or consulting services will be used to
provide information to the Miami -Dade County Property Appraiser which will support
the assessment before the Value Adjustment Board. GW of Miami
Tent & Bud9d
Line Item in FY Budget: FY00 #810101-270.
If not in FY Budget, explanation of exception:
MANAGEMENT & BUDGET REVIEW:
Luie L. Brennan, Interim Budget Director
Director, CIP/CDBG, if required
VED:
H. Warshaw, City Manager
Date 10/7 9
Time (0/m)
Amount of $ loA 6o '7.79 is
available In account number:
(,91,00 ,S0010i.
--A -7
� s u►
Date
Date
Date
0 C T ® 8 1999
Exhibit "A"
APPRAISAL CONSULTING SERVICES
RFQ NO. 99-00-087R
QUALIFIED BIDDERS LIST
1. Blazejack & Co.
655 S.W. Miami Place
Miami, Fla. 33130
Local / Non Minority
2. J. B. Alhale & Associates, Inc.
3121 Commodore Plaza, Ste. 200
Miami, Fla. 33133
Local / Non Minority
3. Quinlivan Appraisal P.A.
5730 S.W. 74th Street, Ste. 300
S. Miami, Fla. 33143
Miami -Dade Co. / Non Minority
4. Joseph J. Blake & Assoc. Inc.
255 Alhambra Circle #800
Coral Gables, Fla. 33134
Miami -Dade Co. / Non Minority
5. Cushman & Wakefield
800 Corporate Dr., Ste. 502
Ft. Lauderdale, Fla. 33334
Non Local / Non Minority
6. Waronker & Assoc., Inc.
5730 S.W. 74t1i St., #200
S. Miami, Fla. 33143
Miami -Dade Co. / Non Minority
7. Slack & Johnston, Inc.
7300 N. Kendall Drive, Ste. 520
Miami, Fla. 33156
Miami -Dade Co. / Non -Minority
8. Appraisal First
8525 N.W. 53 Ten, Ste. 110
Miami, Fla. 33166-4250
Miami -Dade Co. / Female
00- 7
BID ITEM:
CITY OF MIAMI OF THE CITY CLERK
BID SECURITY LIST
APPRAISAL CONSULTING SERVICES
BID NO: RFP -99-00-087R
DATE BID(S) OPENED: JANUARY 13, 2000
A 4
TIME 11:00 a / m
BIDDER
TOTAL BID
AMOUNT
BID BOND (ER)
CASHIER'S CHECK
BLAZEJACK & COMPANY
APPRRAISAL FIRST, INC.
PENA APPRAISAL SERVICES
SLACK & JOHNSTON, INC.
J. MARK QUINLIVAN, MAI
CUSHMAN & WAKEFIELD
WARONKER & ASSOCIATES
JOSEPH J. BLAKE & INC. ASSOCIATES, INC.
MR. JOSEF ALHALE
CHARLES E. SCOTT, APPRAISER
OSCAR M. ICABALCETA
6/ 0"'7 (�
JAMES L. RILEY
MR. MOSES FLORENCE
CHASTAIN & CO.
R. G. DAVIS & ASSOC., INC.
"Offers from the ver -dors I sted here!!n are
the only
offers
received tirnezy as of oxen nsl^xte
other offers��,�
1. is :7 :.". R:7 06•1:Y...
and fl m,
1
rejected as late."
received ( i -s— ) envelops on [behalf of
PURCHASING DEPARTMENT on
1 1 13 10C)
(Date)
lJ
CITY OF MIAMI
49
ADVERTISEMENT FOR QUALIFICATIONS
Sealed proposals will be received by the City of Miami City Clerk at his office located at City
Hall, 3500 Pan American Drive, Miami, FI. 33133 for the following:
RFQ NO. 99-00-087R APPRAISAL CONSULTING SERVICES
OPENING DATE: 11: 00 A.M. THURSDAY, JANUARY.13, 2000
(Deadline for Request of additional information/clarification:
JANUARY 5, 2000)
Detailed specifications for this bid are available upon request at the City of Miami, Purchasing
Department, 444 SW 2nd Avenue, Sixth Floor, Miami, Florida 33130. Telephone No. 416-1905.
THIS BID SOLICITATION IS SUBJECT TO THE "CONE OF SILENCE" IN ACCORDANCE WITH MIAMI-DADE
COUNTY ORDINANCES 98-106 AND 99-1.
AD NO. 5006
{
Donald H. Warshaw CITY OF MIAMI
City Manager LOGO
K
rl
w
r 3>
2..
D
CD
- i -,r - . - - ..__.,-v.- '., -,._ -. � ��-., a -..v.7,,r•_.. ,�:nu,�i�,�....,,:P`f7"'�J'•�-,.h.,,..,i:'utiM.1""i... Ar,� ,.,r / •if`�L.:.-u- ,�...� ,w�rw� Lr. " .,�.t'!.r'� . _.->J.,^���)•^_"'. �y�'-;�n4'-^.
• i' ! M
Now
City of
Miami E05006
y rro" `` rrr REOUISITION FOR
ADVERTISEMENT '
This number must
appear in the
advertisement.
INSTRUCTIONS: Please a iand attach a copy of the advertisement
with thi ' reguisition.
1. Department:
2. Division:
0fL 1 iC e Q h3s'-t -,, -a 1p;3rzC)a nI:
'
3. Account Code number: 14.
Is.this a confirmation:
5. Prepared by:
❑ Yes ❑ No
rfa•=.3.i_.�. �1 �lcs_,
i'�o�� -i.y i_n.a� �,
6. Size of advertisement: 4
7: Starting date:
8. Telephone number:
°
r
12/29/99
r
s.
9. Number of times this advertisement is to ;be
10. Type of advertisement:
published: Onca
,a Legal
❑ Classified .❑
Display
11. Remarks:'
A a
APPR&iS1Vu CON:>ULTINC SERVICES
RFQ NO.. 99-00-8-70.
b
12. !
Publication
Date(s) of
Advertisement
Invoice No.
Amount
MIAMI TIMES
MIAMI REVIEW s
d
0IARIO—LAS. AMERICAS
v
P
�
..
-,C1.
r-+ 7`Tf
CD
C-0
Ln
1.3.
❑` Approved
❑". Disapproved
Department Directo%%Designee ;Date
-
Approved for Payment:
J „
Date
I C IGS/PC 503 Rev: 12/89 !Routing: Forward White and Canary to G.S.A. (Procurement'; Management) and 'retain Pink copy.
'DISTRIBUTION: White - G.S.A.; Canary - Department
s, t
M+
CITY OF MIAMI OF THE CITY CLERK
BID SECURITY LIST
BID ITEM:
APPRAISAL CONSULTING SERVICES
BID NO: 99-00-017 (RFQ)
DATE BID(S) OPENED: MONDAY, DECEMBER 13, 1999 TIM
I(
11:00 AM
G
BIDDER
TOTAL BID
AMOUNT
BID BOND (ER)
CASHIER'S CHECK
BLAZEJACK & COMPANY
SLACK & JOHNSTON, INC.
APPRAISAL AND REAL ESTATE ECONOMICS ASSOC.,INC
J. MARK QUINLIVAN, MAI
JOSEPH J. BLAKE
PENA APPRAISAL SERVICES
J. B. ALHALE & ASSOC., INC.
HEDGPETH GALLAHER, INC.
NO BID:
WEINTRAUB & ASSOCIATES
ALLOCATED RESOURCES, INC.
GULF COAST PROPERTY ACQUISITION, INC.
C2)
COLE APPRAISAL COMPANY
BUDNY & HEATH, INC.
LEWIS APPRAISALS & CONSULTING, INC.
DEL�AHANIY & ASSOC., INC.
r,,..., :, z
:. a f� a'- -�. f9
n
.. .
FRIEDMAN & COMPANY, INC.
. A ... ,. .. ,. _. 4.
_ .. ... .. _..
' Person receiving bid(s)
PURCHASING DEPARTMENT on
(City Department)
SIGNE
Deputy City perk
(Date)
7A
I
Z(
CITY OF MIAMI
ADVERTISEMENT FOR QUALIFICATIONS
Sealed proposals will be received by the City of Miami City Clerk at his office located at City
Hall, 3500 Pan American Drive, Miami, FI. 33133 for the following:
RFQ NO. 99-00-017 APPRAISAL CONSULTING SERVICES
OPENING DATE: 11: 00 A.M. MONDAY, DECEMBER 13, 1999
(Deadline for Request of additional information/clarification:
December 3, 1999)
All Bidders are strongly encouraged to attend the voluntary Pre -Bid Conference. This
conference will be held at the Miami Riverside Center, located at 444 SW 2nd Avenue, 3rd floor
Conference Room, Miami, Florida on Wednesday, December 1, 1999 at 2:00 p.m.
Detailed specifications for this bid are .available upon request at the City of Miami, Purchasing
Department, 444 SW 2nd Avenue, Sixth Floor, Miami, Florida 33130. Telephone No. 416-1905.
THIS BID SOLICITATION IS SUBJECT TO THE "CONE OF SILENCE" IN ACCORDANCE WITH MIAMI-
DADE COUNTY ORDINANCES 98-106 AND 99-1.
AD NO. 5389
Donald H. Warshaw
City Manager
{
CITY OF MIAMI
LOGO
- :. :,--v.:..v'v"4�N'•=•`,r^:-iri�.•.�^-�._✓1.�./'h.'-., �.,�..n,Jam.,.-,JUv-�..�w,n�_...1�,,,�.: �-.._`�:r✓.✓�.....l.r-,✓-,.r- ...-...�•,r.:..n,� .. � .�,: -.—v- ��. ,..•..v.. -...�. - � .,-.,....�. r.�.•. -,., - �. _-„ n.--� - •
1
/. ,
LC IGS/PC-503 Rev. 12/89' j Routing: Forward White and Canary to G.S.A. (Procurement Management) and retain Pink copy.
DISTRIBUTION: White - G.S.A.; Canary - Department
Now,
HUD
`= City of
Miami
REQUISITION FOR
ADVERTISEMENT
This number must
appear in the
advertisement.
INSTRUCTIONS: Please type and attach a copy of the advertisement with thireguisition.
1. • Department: E
P
2. Division:
OFI, c,p- n�" iATF;e Ma,,n. eye -Tent
3. Account Code number:
4. Is this a confirmation:
5. Prepared by:
X1f. Ir?l--2V7
.rz. Yes ❑ No
,1'1rIc�1 ina [r:,1c1r-n_ "'rn» YY,• ^;^ ir.
6. Size of advertisement:
7. Starting date:
8. Telephone. number:
(
i"+ X18 /99
y
9. Number of times this advertisement is to be
10. Type of advertisement:
ublished: 0',C1,
0 Le al t ❑ Classified
❑ Display
11. Remarks:
hE' Pe�T n CC �S?Ji :':Cidt SERJ_rC ES
r. �. A0 39 0G--C}l7
12.
Publication
Date(s) of
a
Advertisement
Invoice No.
Amount
4
.ili lU LAS.
V
�
or
@
t
'
• 3
•
1l
13.
E
war
Approved 9
�-
❑ . Disapproved
t'
Department Director/Designee Date
Approved for. Payment
Date
LC IGS/PC-503 Rev. 12/89' j Routing: Forward White and Canary to G.S.A. (Procurement Management) and retain Pink copy.
DISTRIBUTION: White - G.S.A.; Canary - Department