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CRA-R-25-0026 Backup
Christine King Board Chair James D. McQueen Executive Director SOUTHEAST OVERTOWN / PARK WEST COMMUNITY REDEVELOPMENT AGENCY REQUEST FOR PROPOSALS SEOPW CRA PROPERTY MANAGEMENT SERVICES RFP NO: 2025-01 ISSUE DATE: Wednesday, February 19, 2025 Addendum No. 2 TO: ALL PROSPECTIVE PROPOSERS: The following are changes to the original Request for Proposals published, in this case, updating the Proposal Submission deadline and drop-off location (Main page, Section II, Section C, and Section VI). *NOTE: Any proposals submitted at 1490 NW 3rd Ave, Suite 106, Miami, FL 33136 will be considered, and you do not need to submit another proposal. 1. Main Page ISSUE DATE Wednesday, February 19th, 2025 VOLUNTARY PRE -PROPOSAL MEETING Wednesday, February 26th, 2026, 11:00AM EST QUESTION SUBMITTAL DEADLINE Wednesday, March 5th, 2025, 5:00PM EST PROPOSAL SUBMISSION DEADLINE Wednesday, March 2642th, 2025, 3:OOPM EST SOUTHEAST OVERTOWN/PARK WEST COMMUNITY REDEVELOPMENT AGENCY 819 NW 2°d Avenue, 3rd Floor I Miami, FL 33136 (305) 679-6800 1 www.seopwcra.com 2. Christine King Board Chair RFP OVERVIEW James D. McQueen Executive Director RFP Issued Wednesday, February 19th, 2025 Pre -Proposal Meeting Date and Location Attendance is VOLUNTARY and recommended but is not mandatory. is Wednesday February 26th, 2025, at 11:00AM EST In person at: The Office of the City Clerk City of Miami 3500 Pan American Drive Miami. FL 33133 Southeast- Oyortown Park Wsst SEOPW CRA 1190 NW Wd Avenue, Suite 106, Miami, FL 33136 Question Submittal Deadline Wednesday; March 5, 2025, at 6:OOPM EST Questions must be submitted in writing via email to: David Chiverton, Administrator_ dch nrerlo n [r mia m igov _co m Proposal Submission Due Date and Location Wednesday, March 26, 2025, at 3:00PM EST Drop -Off or Mail Proposals to: The Office of the City Clerk City of Miami 3500 Pan American Drive Miami, FL 33133 feast- Oyor ownlpark West SEOPW CRA AtteritionDavid- Chiverton 1490 NW 3'4 Avenue, Suite 106, Miami; FL 33136 SOUTHEAST OVERTOWN/PARK WEST COMMUNITY REDEVELOPMENT AGENCY 819 NW 2°d Avenue, 3rd Floor I Miami, FL 33136 (305) 679-6800 1 www.seopwcra.com Christine King Board Chair 3. C. Proposal Submission Due Date and Location 4. James D. McQueen Executive Director A complete Proposal for this RFP shall be delivered (by hand or via mail) in accordance with the following: Proposal Submission Due Date: Wednesday, March 266, 2025, by 3:00PM EST. Proposal Submission Location: The Office of the City Clerk City of Miami 3500 Pan American Drive Miami. FL 33133 CRA-Offtse 1490 NW3°1 VI. Southeast Overtown/Park West SEOPW EVALUATION AND SELECTION A. Evaluation and Selection Procedures Sealed proposals may be submitted to the The Office of the City Clerk City of Miami 3500 Pan American Drive Miami. FL 33133 Southeast OyartowniQark { est SEOPW .CRA f1 ern 1 16O NW 24d Avenue, Suite 106, Miami, FL 33136 until 3:OOPM EST on Wednesday. March 261-2"'. 2025. SEOPW CRA Staff will open the END OF ADDENDUM All attachments (if any) are available on the SEOPW CRA website at: www.seopwcra.com. SOUTHEAST OVERTOWN/PARK WEST COMMUNITY REDEVELOPMENT AGENCY 819 NW 2°d Avenue, 3rd Floor I Miami, FL 33136 (305) 679-6800 1 www.seopwcra.com SOUTHEAST OVERTOWN/PARK WEST COMMUNITY REDEVELOPMENT AGENCY (SEOPW CRA) REQUEST FOR PROPOSAL (RFP) SEOPW CRA NO. 2025-01 PROPERTY MANAGEMENT SERVICES FOR SEOPW CRA-OWNED RESIDENTIAL PROPERTIES ISSUE DATE Wednesday, February 19th, 2025 VOLUNTARY PRE -PROPOSAL MEETING Wednesday, February 26th, 2025, 11:OOAM EST QUESTION SUBMITTAL DEADLINE Wednesday, March 5th, 2025, 5:OOPM EST PROPOSAL SUBMISSION DEADLINE Wednesday, March 26th, 2025, 3:OOPM EST CONTACT DAVID CHIVERTON, ADMINISTRATOR - OVERTOWN BUSINESS RESOURCE CENTER SOUTHEAST OVERTOWN/PARK WEST COMMUNITY REDEVELOPMENT AGENCY dchiverton@miamigov.com 786-616-8997 Table of Contents I. INVITATION 3 II. RFP OVERVIEW 4 III. PROPERTY INFORMATION 5 IV. PROPERTY MANAGEMENT SERVICES 7 V. PROPOSER'S MINIMUM QUALIFICATION AND EXPERIENCE REQUIREMENTS AND PROPOSAL SUBMITTAL REQUIREMENTS 9 VI. EVALUATION AND SELECTION 15 VII. GENERAL TERMS AND CONDITIONS 17 VIII. DISCLOSURE AND DISCLAIMERS 20 2 I. INVITATION The Southeast Overtown/Park West Community Redevelopment Agency ("SEOPW CRA") is seeking proposals from qualified providers specializing in leasing and management of affordable residential rental properties, including single-family homes, multi -family homes, and apartments, to provide property management services for SEOPW CRA-owned affordable residential rental properties ("Property Management Services"), more specifically described in Article III and Article IV of this RFP. Any submitted Proposal must clearly address and contain all items and forms requested. The SEOPW CRA reserves the right to accept any Proposal deemed to be in the best interest of the SEOPW CRA, to waive any minor irregularities, scrivener's errors, omissions, deviations, and/or technicalities in any Proposal(s), or to reject any or all Proposal(s), and to re -advertise for new Proposal(s). Proposers are advised that Proposals submitted with irregularities, omissions, errors, deviations, and/or technicalities that, at the sole discretion of the SEOPW CRA, do not meet the minimum requirements of the RFP, may result in a non -responsive determination. Proposers will not be given the opportunity to cure any irregularity, omission, error, deviation, and/or technicality. It is at the sole discretion of the SEOPW CRA to waive or not waive any irregularity, omission, error, deviation, and/or technicality. The SEOPW CRA is vested by the State of Florida pursuant to its powers under Florida Statutes, Chapter 163, Part III, the Community Redevelopment Act of 1969 as amended, with the authority to request proposals for the redevelopment of any area within its District to effectuate redevelopment pursuant to the goals and objectives of the SEOPW CRA Redevelopment Plan. Proposals will be evaluated based on the procedures and criteria stated within Article VI of this RFP. The SEOPW CRA intends to negotiate an Agreement for Property Management Services upon the award of this RFP to a Proposer that best satisfies the evaluation criteria, and the selection of that Proposer is deemed to serve in the best interest of the SEOPW CRA. Proposers are required to submit one (1) original hard copy of their full Proposal in a hard cover binder, "Request for Proposals SEOPW CRA No. 2025-01, Property Management Services for SEOPW CRA- Owned Residential Properties. All Proposals shall be delivered (mailed or hand -delivered) to the SEOPW CRA at: Southeast Overtown/Park West SEOPW CRA — 1490 NW 3rd Avenue, Suite 106, Miami, FL 33136 Phone: (786) 616-8997 The responsibility for submitting a Proposal at the correct location on or before the stated time and date is solely and strictly that of the Proposer. The SEOPW CRA is not responsible for any delayed, late, misdelivered, or non -delivered Proposal(s), no matter the cause. 3 II. RFP OVERVIEW RFP Issued Wednesday, February 19th, 2025 Pre -Proposal Meeting Date and Location Attendance is VOLUNTARY and recommended but is not mandatory. is Wednesday February 26th, 2025, at 11:00AM EST In person at: The Office of the City Clerk City of Miami 3500 Pan American Drive Miami, FL 33133 Question Submittal Deadline Wednesday, March 5, 2025, at 5:OOPM EST Questions must be submitted in writing via email to: David Chiverton, Administrator_ dchivertonm iam iqov.com Proposal Submission Due Date and Location Wednesday, March 26, 2025, at 3:OOPM EST Drop -Off or Mail Proposals to: The Office of the City Clerk City of Miami 3500 Pan American Drive Miami, FL 33133 Evaluation Committee TBD SEOPW CRA Board Meeting TBD • The SEOPW CRA reserves the right to advance or delay the above scheduled dates. • Mailed Proposals will be considered timely when received by the SEOPW CRA at the stated Location on or before the stated Due Date. All Proposals will be timestamped by the SEOPW CRA when received. Proposals not received by the SEOPW CRA by the Due Date at the stated Location shall not be reviewed or considered by the SEOPW CRA. BROADCAST All documents related to this RFP, including any addenda, can be obtained from the SEOPW CRA's website www.seopwcra.com. Proposers who obtain solicitation information from sources other than those named above are cautioned that the RFP package may be incomplete and incomplete Proposal submittals may be deemed non -responsive by the SEOPW CRA. The SEOPW CRA is not responsible for errors and omissions occurring in the transmission or downloading of any documents, addenda, plans, or specifications from these websites. CONTACT PERSON Any questions regarding the RFP documents and/or solicitation process must be submitted in writing 4 to David Chiverton, Administrator at dchivertown@miamigov.com. Questions must be received prior to the Question Submittal Deadline. Oral explanations, information, and instructions shall not be considered binding on the SEOPW CRA. All prospective Proposers are encouraged to independently verify the accuracy of any information provided. Neither the SEOPW CRA nor any of its agents or employees shall be responsible for the accuracy of any oral information provided to any Proposer. 5 III. PROPERTY INFORMATION The SEOPW CRA plays an active role in addressing and meeting the affordable housing needs of the current and projected population within the SEOPW CRA District. The SEOPW CRA owns residential rental properties including single-family homes, multi -family homes, and apartments, which are available to individuals, families, and seniors that the SEOPW CRA aims to keep affordable for the long-term. The properties for which the Successful Proposer will be providing Property Management Services, hereinafter known as the Subject Properties, are described below, including any applicable rental restrictions. SUBJECT PROPERTIES: 1. 155 NW 10th Street 2. Town Park Plaza North, 1990 NW 4th Court 3. Twin Homes, 1900 N.W. 2nd Court 4. St. John's Church Buildings a. Office Building, 2 story b. Mixed use, retail/apartments c. Church building 5. Lyric Point 6. Black Police Precinct Museum,480 NW 11th St. 7 and other acquired properties in the future 6 9-unit apartment condominium units 1 duplex 4 units 2 retail units, 2 apartments Retail — Sublease and management Museum IV. PROPERTY MANAGEMENT SERVICES A. Objective The SEOPW CRA intends to enter into a Property Services Management Agreement (Agreement) with a provider specializing in the leasing and management of affordable residential rental properties, including single family homes, multi -family homes, and apartments. The Property Management Services will assist in furthering the goals and objectives of the SEOPW CRA, particularly the SEOPW CRA's goals and objectives that support affordable housing initiatives, as contained in the SEOPW CRA's Redevelopment Plan. Proposers must propose Property Management Services for all the Subject Properties to be considered responsive by the SEOPW CRA. B. Property Services Agreement (Agreement) The Agreement will be negotiated between the Successful Proposer (a Proposer who is awarded an Agreement by the SEOPW CRA Board) and the SEOPW CRA. The specifications, terms, and conditions of the Agreement will be subject to the mutual written agreement of both parties. Subject to SEOPW CRA Board approval, the term of the Agreement between the SEOPW CRA and the Successful Proposer will be for an initial five (5) year period and may be renewed for up to one (1) additional five (5) period thereafter, subject to the mutual written agreement of both parties. Expenses incurred by the SEOPW CRA as the Property Owner during the term of the Agreement, including, but not limited to property insurance, real estate taxes, legal fees, etc., will be paid by the Successful Proposer (Lessee). C. Lessee's/Successful Proposer's Responsibilities The responsibilities of the Lessee include, but are not limited to, the following: To manage and maintain units, advertise units, to lease units, to perform screening of prospective tenants in conformance with SEOPW CRA policies, to prepare leases, to execute new leases, to renew and/or cancel existing leases, to collect rents and deposits, to institute and prosecute actions and recover possession of leased units and rents due and/or to settle, compromise, or reinstate tenancies when in the best interest of the SEOPW CRA, to hire, discharge, and pay all administrators, janitors, and other employees, to make all necessary repairs and replacements in a timely manner, to enter in all agreements for utility services, supplies, and maintenance, to pay all related repair, replacement, maintenance, and utility bills, maintain ongoing contracts for security, monthly pest control, landscaping, elevator (if applicable), and fire inspections, to manage and maintain operating account for expenses and use all funds collected pursuant to the Agreement, to provide quarterly financial and property reports, to pay property taxes and property insurance (the Lessor shall pay as the Property Owner and shall be reimbursed by the Lessee), to have an employee available 24 7 hours a day, seven (7) days a week during the entirety of the term of the Agreement, to establish procedures for tenant complaints and requests, to notify the SEOPW CRA of all paid invoices that are paid on behalf of the SEOPW CRA as the Owner of the Subject Properties. The Lessee's Responsibilities will be more particularly described within the Agreement between the Successful Proposer and the SEOPW CRA. D. Lessor's/Property Owner's/SEOPW CRA's Responsibilities The responsibilities of the Lessor include, but are not limited to the following: To refer prospective tenants who contact the SEOPW CRA to the Lessee, to provide Lessee with copies of all current lease agreements that will be assigned to the Lessee, to provide Lessee with keys and access to units, to provide Lessee with copies of warranties and contracts related to the Subject Properties, to maintain and pay for property insurance on Subject Properties and pay property taxes for the Subject Properties (which shall be reimbursed to the Lessor by the Lessee). The Lessor's Responsibilities will be more particularly described within the Agreement between the Successful Proposer and the SEOPW CRA. E. Assignment of Existing Leases The existing lease agreements between the SEOPW CRA and any current tenants, or between the current property management provider (on behalf of the SEOPW CRA) and any current tenants, shall be assigned to the Lessee/Successful Proposer during the term of the Agreement. THIS SECTION IS INTENTIONALLY BLANK. 8 V. PROPOSER'S MINIMUM QUALIFICATION AND EXPERIENCE REQUIREMENTS AND PROPOSAL SUBMITTAL REQUIREMENTS The following information and documents must be submitted with each Proposal. Failure to provide any of the information or documents, or failure to provide the information in the required format, may be cause for determination that the Proposer is non -responsive, at the sole and absolute discretion of the SEOPW CRA. Proposals deemed non -responsive may be disqualified, rejected, and receive no further consideration at the sole and absolute discretion of the SEOPW CRA. Proposers must submit all documents and forms as required- fully completed and signed. Proposers shall prepare their Proposal utilizing the same format as outlined below in Article V, Section B, Proposal Submission Format. Each Proposal must contain a "Table of Contents" and each item listed within the Table of Contents must be separated by labelled tabbed divider. The Proposer shall submit one (1) original hard copy of the full Proposal containing in a hard cover binder, and one (1) electronic, searchable .pdf file of the full Proposal on a USB drive. Double -sided printing is permitted, provided that the Proposal complies with the format set forth in Article V, Section B, Proposal Submission Format. Do not include additional information not requested in this RFP, unless specified in an Addendum. Proposers are not to submit any information in response to this RFP that has not been specifically requested or which the Proposer considers confidential. Submission of any confidential information will be deemed a waiver of any confidentiality or other such protection, which would otherwise be available to the Proposer, except as specifically permitted under the State of Florida Statutes. The submission of such documentation may adversely affect the evaluation of the Proposal by the Evaluation Committee. This RFP requires the use and submission of specific SEOPW CRA forms. The SEOPW CRA forms shall not be expanded or altered. Failure to utilize the SEOPW CRA's forms will result in the rejection of the Proposal as non- responsive at the sole and absolute discretion of the SEOPW CRA. The SEOPW CRA reserves the right to validate any and all information submitted by a Proposer. At its sole and absolute discretion, the SEOPW CRA may disqualify any Proposer if the SEOPW CRA determines that their Proposal does not sufficiently document qualifications and experience. Further, at its sole and absolute discretion, the SEOPW CRA may request and require that additional information be provided by a Proposer. The Proposal must be manually and duly signed by an authorized agent with an original signature in full. Anyone signing the Proposal as an agent, must submit evidence of signature authority with it. Proposers understand that submitting a Proposal to this RFP does not constitute an agreement between the SEOPW CRA and the Proposer. Proposer has no contract right or expectation by submitting to the SEOPW CRA a response to this RFP. The following describes the information that must be provided to the SEOPW CRA in order for the SEOPW CRA to consider a Proposal. Failure of the non-profit entity to provide any of the information or failure to provide the information in the required format may be cause for the SEOPW CRA to reject the Proposal. The SEOPW CRA retains the right at its sole and absolute discretion to reject any Proposal that does not meet the requirements of this RFP. 9 A. Proposal Requirements 1. Table of Contents: The Table of Contents should follow in sequential order as specified in Article V, Section B, Proposal Submission Format. All pages of the Proposal must be consecutively numbered and correspond to the Table of Contents. 2. Proposer's Information: Proposers shall complete and submit the Proposal Acknowledgment Form provided in Article IX, Required Forms. 3. Narrative: Proposers shall include a general introduction statement, and a brief overview and description of the non-profit entity. In addition, Proposers shall provide a thorough explanation of its qualifications and experience managing similar affordable residential rental properties and why it is the most qualified to provide the required Property Management Services to the SEOPW CRA. 4. Proposal: Proposals shall include a thorough explanation of the Property Management Services that the Proposer will provide to the SEOPW CRA and for the Subject Properties. Proposals shall also include a thorough explanation of how the Proposer intends to provide the Property Management Services and fulfill the Lessee's Responsibilities. Proposers should include all information they believe would be beneficial for the Evaluation Committee to consider when reviewing the Proposer's Proposal. 5. Qualifications of the Proposer: Proposers shall be licensed and authorized to conduct business in the State of Florida for the last five (5) years under its current business name (current business name means the actual official name on file with the State of Florida of the entity submitting the Proposal). Proposers shall provide the necessary documentation to support the above. Additionally, Proposers shall provide the following information within their Proposal: • Description of the Proposer's entity, including the legal organizational structure and copies of appropriate certifications and licenses. • Provide a copy of its City of Miami Business Tax Receipt. 10 • The full name, address, and phone number of the Proposer. Additionally, a complete list of the Proposer's Board of Directors including names, addresses and phone numbers and the name of the Proposer's Executive Director. If the Proposer is affiliated with another entity, please provide a statement representing the nature of the affiliation along with the other entity's name, address, phone number, and a listing of that entity's Board of Directors. • Proposers must make available for inspection at its place of business, a current (audited, if available) financial statement which includes a balance sheet, a three-year statement of past income, and a projected one-year income statement for the current fiscal year for the Proposer (and its parent entity if it is a subsidiary). Tax returns may be substituted for financial statements. Information regarding any legal or administrative actions, past or pending, that might impact the capacity of the Proposer to provide the required Property Management Services must be disclosed. • Proposer must submit a detailed disclosure of any prior or pending bankruptcies and legal and/or administrative actions which occurred during the past ten (10) years with the Proposal including case style, case number, where case was filed, nature of the case, and case disposition status. Note: The Successful Proposer must provide their own work facilities and support staff to provide the required Property Management Services for the term of the Agreement. Note: The Successful Proposer must have sufficient insurance coverage in types and amounts, as required and approved by the SEOPW CRA, to be in force at the time the Agreement takes effect, and the Successful Proposer must maintain the insurance for the term of the Agreement. The SEOPW CRA shall be named as an additional insured on all applicable policies. 6. Experience of the Proposer: Proposers MUST have a minimum of five (5) years of experience as a Property Manager specializing in the leasing and management of affordable residential rental properties, including single-family homes, multi -family homes, and apartments. Proposers shall provide the following information concerning the relevant experience of the Proposer as a Property Manager of affordable residential properties, including experience leasing and managing residential properties for seniors and residential properties with leasing restrictions, and the Proposer's Key Employees who will be directly involved in executing the Property Management Services: • Information on the Proposer's Key Employees, which shall include leasing agents, management personnel, and an onsite resident manager, and what these Key Employees' roles and responsibilities will be as they relate to the Subject Properties. If Key Employees have not been selected, Proposers must describe its method of selection and general approach to the hiring and development of the Key Employees as it relates to the Subject Properties. • Information on any Sub -Consultants that the Proposer has or will have a contract with, other than the employees of the Proposer, who assist in the performance of the Property Management Services required under this RFP. 11 • Proposers shall provide a minimum of three (3) examples of existing affordable residential rental properties under their ownership and/or management, similar in size, scope, and complexity as the Subject Properties described in this RFP. Submitted examples shall include the name and address of the property, years under the Proposer's ownership or management, a brief description of the property, including number of units, number of residents, and any rental restrictions, and a brief description of the services provided by the Proposer. • Proposers shall provide a minimum of three (3) references. Submitted references shall include the reference's name, address, phone number, any comments from the reference, and the reference's signature and date signed. The SEOPW CRA reserves the ability to contact submitted references. 7. Financial Information: Proposers shall provide a preliminary budget and project pro forma for the proposed Property Management Services. The Proposer must provide a copy of its most recent financial statements, which shall include a current (audited, if available) financial statement, a balance sheet, and a projected one- year income statement for the current fiscal year for of the Proposer and their partner(s), if applicable. The SEOPW CRA reserves the right to conduct its own research, investigation, background checks, and credit checks on the proposing entity, and its officers, agents, and representatives. B. Proposal Submission Format Proposers shall prepare and submit their Proposals in the format below. Failure to comply with this format may result in the Proposal being deemed non -responsive. All original hardcopy Proposal submissions shall be bound in a hard cover binder and tabbed, and all electronic Proposal submissions need to be in bookmarked and searchable .pdf file format on a USB drive. To ensure that all Proposals can be evaluated on an equitable basis, this RFP requires each Proposer to provide the required information in a prescribed format and organization. Required Proposal Submission Format: o Table of Contents o Proposer's Information • Proposal Acknowledgement Form o Narrative o Proposal o Qualifications of the Proposer • All information requested as listed in Article V, Section A of this RFP. o Experience of the Proposer • All information requested as listed in Article V, Section A of this RFP. • Property Reference Forms (minimum of three (3)) • Proposer Reference Form (minimum of three (3)) o Financial Information • Preliminary Budget and Project Pro Forma • Requested Financial Information 12 o RFP Required Forms ■ Conflict of Interest Disclosure Form ■ Scrutinized Companies Certification Pursuant to Florida Statutes § 287.135 ■ Notification of Public Entity Crimes Law ■ Notification of Public Records Law ■ Drug -Free Workplace ■ Non -Collusion Affidavit C. Proposal Submission Due Date and Location A complete Proposal for this RFP shall be delivered (by hand or via mail) in accordance with the following: Proposal Submission Due Date: Wednesday, March 26, 2025, by 3:OOPM EST. Proposal Submission Location: The Office of the City Clerk City of Miami 3500 Pan American Drive Miami, FL 33133 Proposals must be submitted in a sealed package and clearly marked on the outside with: RFP SEOPW CRA NO. 2025-01 PROPERTY MANAGEMENT SERVICES FOR SEOPW CRA-OWNED RESIDENTIAL PROPERTIES Proposals received at any other location than the aforementioned, or after the Proposal Submission Due Date, shall be deemed non -responsive, and shall not be considered. The responsibility for submitting a Proposal at the correct location before the stated Due Date is solely and strictly that of the Proposer. The SEOPW CRA is not responsible for any delayed, late, misdelivered, or non -delivered Proposal(s), no matter the cause. Proposals not received by the SEOPW CRA by the Due Date at the stated Location shall not be reviewed or considered by the SEOPW CRA and will be returned to the Proposer unopened. D. Additional Submittal Guidelines It is the policy of the SEOPW CRA that as a condition of award of an Agreement, the Successful Proposer and all sub-consultants/sub-contractors obtain a City of Southeast Overtown Park West Business Tax Receipt. It is the sole responsibility of Proposers to supply copies of all required Business Tax Receipts. 13 E. Changes/Modifications/Alterations to Submitted Proposals A Proposer may submit a modified Proposal to replace all or any portion of a previously submitted Proposal or withdraw a Proposal at any time prior to the Proposal Submission Due Date. All modifications or withdrawals shall be made in writing to David Chiverton, Administrator, via email at dchiverton@miamigov.com. OralNerbal modifications are prohibited, and they will be disregarded. Written modifications will not be accepted after the Proposal Submission Due Date. The SEOPW CRA will only consider the latest version of the Proposal. THIS SECTION IS INTENTIONALLY BLANK. 14 VI. EVALUATION AND SELECTION A. Evaluation and Selection Procedures Sealed proposals may be submitted to the The Office of the City Clerk City of Miami 3500 Pan American Drive Miami, FL 33133 until 3:OOPM EST on Wednesday. March 26th. 2025. SEOPW CRA Staff will open the Proposals immediately after that time and review them for responsiveness and compliance with submission requirements, including verification that each Proposal includes all information, documentation, and forms required. SEOPW CRA Staff is responsible for the review of all Proposals for responsiveness before distributing them to the Evaluation Committee. However, responsiveness determinations may be made at any time prior to contract reward. Proposers are advised that Proposals submitted with irregularities, omissions, errors, deviations, and/or technicalities that, at the sole discretion of the SEOPW CRA, do not meet the minimum requirements of the RFP, may result in a non -responsive determination. Proposers will not be given the opportunity to cure any irregularity, omission, error, deviation, and/or technicality. It is at the sole discretion of the SEOPW CRA to waive or not waive any irregularity, omission, error, deviation, and/or technicality. At any time during the evaluation process, the SEOPW CRA may conduct any investigations, inquiries, or any other action it deems necessary to fairly review a Proposal. The SEOPW CRA will establish an Evaluation Committee to review and score all responsive Proposals in accordance with the requirements of this RFP and criteria listed below. The Evaluation Committee will determine whether a Proposer is responsible, has the capacity to fully perform the Property Management Services as stated in this RFP, and has the integrity and reliability that will ensure good faith performance. SEOPW CRA Staff will calculate the total score for each responsive Proposal reviewed and scored by the Evaluation Committee. The Evaluation Committee may shortlist Proposers deemed the most highly qualified to perform the required Property Management Services and ask those Proposers to hold brief oral presentations at a later date. After oral presentations with the shortlisted Proposers, the Evaluation Committee will re- evaluate and re -score the Proposals, in conjunction with the oral presentations. SEOPW CRA Staff will calculate the final score for each shortlisted Proposer and finalize the composite scores. Please note that the Evaluation Committee does not need to request oral presentations. For this reason, each Proposer should ensure that its Proposal contains all the information and documentation requested in this RFP. The final scores will be forwarded to the SEOPW CRA Executive Director. If the SEOPW CRA Executive Director determines that there are any scoring irregularities, errors, deviations, technicalities, or any issue that may result in unfair scoring of the proposals, the SEOPW CRA Executive Director, in her sole and absolute direction, may request that the Evaluation Committee reconvene and rescore the Proposals. After which, the SEOPW CRA Executive Director will place the RFP onto a SEOPW CRA Board meeting agenda and the SEOPW CRA Board will have the following options: 15 a) Accept the Evaluation Committee's scores and the SEOPW CRA Board may elect to award one (1) Agreement to one (1) Proposer that covers Property Management Services for all the Subject Properties; or 16 b) Reject the Evaluation Committee's scores and select the Proposer that the SEOPW CRA Board believes will serve in the SEOPW CRA's best interests; or c) Cancel the RFP at any time, and/or reject all submitted Proposals, and/or direct SEOPW CRA Staff to re- issue the RFP. The SEOPW CRA reserves the right to negotiate such terms and conditions with the Successful Proposer as it is determined to be in the SEOPW CRA's best interest, which is determined at the SEOPW CRA's sole and absolute discretion. In the event a contract is not negotiated to the SEOPW CRA's satisfaction, the SEOPW CRA may abandon such negotiations, and at its sole and absolute discretion, may commence negotiations with the next ranked Proposer. However, the SEOPW CRA is under no obligation to enter or continue contract negotiations with any Proposer. All Proposers should be familiar with the requirements of Florida Statutes Chapter 163.380 to which this solicitation is subject. Any and all decisions by the SEOPW CRA to modify the schedule described herein, to request additional information from Proposers, to reject insufficient or unclear Proposals, to formulate an objective point system for review, to form the Evaluation Committee, to calculate the scores of the proposals, to negotiate an agreement, to abandon negotiations, to approve an agreement, etc., shall be at the SEOPW CRA's sole and absolute discretion. The SEOPW CRA reserves its right to cancel this RFP at any time, and/or reject all submitted Proposals, and/or re -issue the RFP. Submittal of a Proposal to this solicitation on the part of any and all Proposers constitutes acceptance of this policy. B. Evaluation Criteria Proposals have the possibility to receive a total maximum of 100 points. Proposals will be reviewed and scored by the Evaluation Committee according to the following requirements and respective weight: REQUIREMENTS POINTS Qualifications the Proposer (including References) 25 Points Experience of the Proposer (including References) 35 Points Proposer's Narrative 15 Points Proposer's Proposal 25 Points 100 Total Points 17 VII. GENERAL TERMS AND CONDITIONS A. Inspection of Site Any interested party may arrange, by appointment, to visit the Subject Properties that will require the Property Management Services that are the subject of this RFP. Please contact David Chiverton, Administrator, at (786) 616-8997 or via email: dchiverton@miamigov.com to schedule an appointment. Potential Proposers should carefully examine the Subject Properties before submission of a Proposal and make all necessary investigations to inform themselves thoroughly as to all difficulties involved in the completion of all services required pursuant to the mandates and requirements of this RFP. No plea of ignorance of conditions or difficulties that may hereafter exist, or of conditions or difficulties that may be encountered in the execution of the Property Management Services pursuant to the Proposal as a result of failure to make the necessary examinations and investigations, will be accepted as an excuse for a failure or omission on the part of the Successful Proposer to fulfill, in every detail, all of the requirements, as defined in the subsequent Agreement, nor will they be accepted as a basis for any claims whatsoever for extra compensation or for an extension of time. B. Cone of Silence/No Lobbying As to any matter relating to this RFP, any Proposer, team member, or anyone representing a Proposer is advised that they are prohibited from contacting or lobbying the SEOPW CRA Chair, any SEOPW CRA Commissioner, SEOPW CRA Staff, or any other person working on behalf of the SEOPW CRA on any matter related to or involved with this RFP. For purposes of clarification, a Proposer's representatives shall include, but not be limited to, the Proposer's employees, partners, attorneys, officers, directors, consultants, lobbyists, or any actual or potential subcontractor or consultant of the Proposer and the Proposer's team. There will be an opportunity for inquiries to be made of SEOPW CRA Staff during the scheduled Voluntary Pre -Proposal Meeting. All inquiries must be in writing and directed to the Administrator, David Chiverton at (dchiverton@miamigov.com). Any violation of this condition may result in rejection and/or disqualification of the Proposer. This "Cone of Silence/No Lobbying" is in effect from the date of issuance of this RFP and shall terminate at the time the SEOPW CRA Board selects a Proposer and awards an Agreement, rejects all Proposals, or otherwise acts which ends the solicitation process. C. Questions Questions and inquiries concerning this RFP and the specifications contained herein shall be submitted in writing via email to David Chiverton, Administrator, at dchivertongmiamigov.com no later than Monday, March 1 , 2025, 5:00 PM EST. Late or misdelivered questions may not receive a response in a subsequent addendum. Any discrepancies, errors, or ambiguities in the RFP or addendum (if any) should also be reported in writing. If applicable, the SEOPW CRA will issue a written addendum to the RFP clarifying such conflicts or ambiguities. It is agreed that any such alleged discrepancies, errors, or omissions will not be construed against the drafting party. 18 SEOPW CRA Staff will issue responses to timely received questions and any other clarifications the SEOPW CRA deems necessary via written addendum prior to the Proposal Submission Due Date. Proposers should not rely on any representations, statements, or explanations other than those made in this RFP and in any written addendum to this RFP. Oral explanations, information and instructions shall not be considered binding on the SEOPW CRA. Neither the SEOPW CRA nor any of its agents or employees shall be responsible for the accuracy of any oral information provided to any Proposer. Where there appears to be conflict between the RFP and any addendum issued, the last addendum issued shall prevail. Any issued addendum will only be made available on the SEOPW CRA webpage, www.seopwcra.com. It is the Proposer's sole responsibility to ensure its review and receipt of all addendum(s). D. Agreement Terms and Conditions Proposers should note that certain provisions contained within a potential Agreement with the SEOPW CRA are non-negotiable. These include, without limitation, applicability, and compliance with applicable laws (e.g., Federal Statutes, State Statutes, County and City Codes), venue, hold harmless, duty to defend, indemnity and insurance, and cancellation for convenience or due to lack of funding by the SEOPW CRA. E. Award of Agreement An Agreement may be awarded to the Successful Proposer for the Project by the SEOPW CRA Board. The SEOPW CRA reserves the right to execute or not execute, as applicable, an Agreement with the Successful Proposer, when it is determined to be in the SEOPW CRA's best interest. The SEOPW CRA does not represent that any award will be made. The award and execution of an Agreement shall comply with the SEOPW CRA's Purchasing Policies, and the terms and specifications stated herein. F. Unauthorized Work The Successful Proposer shall not begin work until the SEOPW CRA issues a written Notice to Proceed ("NTP"). Such NTP shall constitute the SEOPW CRA's authorization to begin work. Any unauthorized work performed by the Successful Proposer, prior to receiving the NTP, or during the term of the Agreement, shall be deemed non-compensable by the SEOPW CRA. The Successful Proposer shall not have any recourse against the SEOPW CRA for prematurely performing any unauthorized work. G. Su b-Contractor(s)/Sub-Consultant(s) For purposes of this RFP, the terms "Sub -Consultant" and "Sub -Contractor" are used interchangeably. A Sub -Consultant or Sub -Contractor is any individual, firm, entity, or organization, other than the employees of the Proposer, who has or will have a contract with the Proposer to assist in the performance of the Property Management Services required under this RFP. A Sub - Consultant shall be paid directly by the Proposer and shall not be paid directly by the SEOPW CRA. The Proposer must clearly identify in its Proposal the Sub -Consultants to be utilized to perform the Property Management Services. The SEOPW CRA retains the right to accept or reject any Sub 19 Consultant proposed in accordance with Article V, "Proposer's Minimum Qualification and Experience Requirements and Proposal Submittal Requirements," or proposed prior to execution of the Agreement. All liabilities regarding the use of a Sub -Consultant shall be borne solely by the 20 Successful Proposer, and insurance for each Sub -Consultant must be approved by the SEOPW CRA and maintained in good standing throughout the duration of the Agreement. Neither the Successful Proposer nor any of its Sub -Consultants are considered employees, partners, affiliates, or agents of the SEOPW CRA. Failure to list all Sub -Consultants and provide the required information may disqualify any unidentified Sub -Consultants from performing work under this RFP. Proposers shall include in their Proposal the requested Sub -Consultant information. H. Insurance The SEOPW CRA reserves the right to ensure and require that the insurance coverages provided by the Successful Proposer are proper and that the insurers are licensed or otherwise qualified to do business in the State of Florida. If at any time during the term of the Agreement, the SEOPW CRA should determine that it is in its best interests to insist on an alternative insurance provider, it may do so, and the Successful Proposer agrees to comply with the SEOPW CRA's decision. The SEOPW CRA also reserves the right to review, modify, or amend any required coverages, limits, and endorsements during the life of a contract and any extensions thereof. The SEOPW CRA further reserves the right, but not the obligation, to review and reject any insurer providing coverage on the firms' behalf because of the insurer's poor financial condition or due to the insurer's failure to operate legally in the State of Florida. I. Protest A recommendation for award or rejection of award may be protested by a Proposer through filing a type -written protest with the SEOPW CRA office. The Proposer shall file its type -written protest with the SEOPW CRA, Monday through Friday, between the hours of 8:00 AM EST and 5:00 PM EST, excluding legal holidays. Protests shall contain the name, address, and phone number of the petitioner, name of the petitioner's representative (if any), and the title and number of the solicitation. Additionally, the protest shall be signed by an authorized agent of the Proposer and notarized. The protest shall specifically describe the subject matter, facts giving rise to the protest, and the action requested from the SEOPW CRA. The protest shall be limited to 15 type -written pages. The written protest must be received within three (3) business days from the time of initial posting of the intended award. Notice of Intent to Award shall be posted on the SEOPW CRA's website, www.seopwcra.com. Failure to file a timely formal written protest within the period specified shall constitute a waiver by the Proposer of all rights of protest. The letter of protest shall be accompanied by a non-refundable protest application fee of five thousand dollars ($5,000). The protest application fee must be a cashier's check, a certified check, or an attorney's trust account check made payable to the City of Miami Southeast Overtown/Park West Community Redevelopment Agency. Failure to provide the required protest application fee shall deem the protest as incomplete and invalid. THIS SECTION IS INTENTIONALLY BLANK. 21 VIII. DISCLOSURE AND DISCLAIMERS This RFP is being issued by the SEOPW CRA. As more fully set forth in this RFP, any action taken by the SEOPW CRA in response to Proposals made pursuant to this RFP, or in making any award or failure or refusal to make any award pursuant to such Proposals, or in any cancellation of award, or in any withdrawal or cancellation of this RFP, either before or after issuance of an award, shall be without any liability or obligation on the part of the SEOPW CRA. In its sole and absolute discretion, the SEOPW CRA may withdraw this RFP either before or after receiving Proposals, may accept or reject Proposals, and may accept Proposals which deviate from this RFP. In its sole discretion, the SEOPW CRA may determine the qualifications and acceptability of any Proposer submitting Proposals in response to this RFP. Following submission of a Proposal, the Proposer agrees to promptly deliver such further details, information and assurances including, but not limited to, financial and disclosure data, relating to the Proposal and/or the Proposer, including the Proposer's affiliates, officers, directors, shareholders, partners and employees, as requested by the SEOPW CRA. The information contained herein is provided solely for the convenience of Proposers. It is the responsibility of a Proposer to assure itself that the information contained herein is accurate and complete. Neither the SEOPW CRA, nor its representatives, provide any assurances as to the accuracy of any information in this RFP. Any reliance on the contents of this RFP, or on any communications with SEOPW CRA representatives shall be at each Proposer's own risk. Proposers should rely exclusively on their own investigations, interpretations and analyses in connection with this matter. This RFP is being provided by the SEOPW CRA without any warranty or representations, express or implied, as to its content, accuracy or completeness, and no Proposer or other party shall have recourse to the SEOPW CRA if any information herein contained shall be inaccurate or incomplete. No warranty or representation is made by the SEOPW CRA that any proposal conforming to these requirements will be selected for consideration, negotiation or approval. The SEOPW CRA shall have no obligation or liability with respect to this RFP, or the evaluation and selection, and award processes contemplated hereunder. The SEOPW CRA does not warrant or represent that any award or recommendation will be made as a result of the issuance of this RFP. All costs incurred by a Proposer in preparing and responding to this RFP are the sole responsibility of the Proposer. Any recipient of this RFP who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer and agrees to be bound by the terms hereof. Any Proposal submitted pursuant to this RFP is at the sole risk and responsibility of the Proposer by submitting such a Proposal. This RFP is made subject to correction of errors, omissions, or withdrawal without notice. Information contained in the RFP is for guidance only and each recipient hereof is cautioned and advised to independently verify all of such information. In the event of any differences between this Disclosure and Disclaimers and the balance of the RFP, the provisions of this Disclosure and Disclaimers shall govern. The SEOPW CRA reserves the right to select the Proposal which, in the opinion and sole discretion of the SEOPW CRA, will be in the best interest and/or most advantageous to the SEOPW CRA. The SEOPW CRA reserves the right to waive any irregularities and technicalities and may, at its discretion, request re -submittal of Proposals. All expenses in preparing the Proposal and any re -submittals shall be borne by the Proposer. The SEOPW CRA and the Proposer will be bound only if and when a Proposal, as it may be modified, 22 is approved and accepted by the SEOPW CRA, and the applicable agreements pertaining thereto are approved, 23 executed and delivered by the Successful Proposer to the SEOPW CRA, and then only pursuant to the terms of the agreements executed by the Proposer and the SEOPW CRA. All or any responses to this RFP may be accepted or rejected by the SEOPW CRA for any reason, or for no reason, without any resultant liability to the SEOPW CRA. The SEOPW CRA is governed by the Sunshine Law and the Public Records Law of the State of Florida and all Proposals and supporting data shall be subject to disclosure as required by such laws. All Proposals shall be submitted in sealed form and shall remain confidential to the extent permitted by the Public Record Law until the date and time selected for opening responses. THIS SECTION IS INTENTIONALLY BLANK. 24 IX. REQUIRED FORMS The forms listed below must be completed by an official having legal authorization to contractually bind the Proposer and must be submitted with the Proposal. Each signature represents a binding commitment upon the Proposer to provide the goods and/or services stated within this RFP and the Proposer's Proposal to the SEOPW CRA if the Proposer is awarded an Agreement and an Agreement is successfully negotiated and executed. Proposal Acknowledgement Form Conflict of Interest Disclosure Form Scrutinized Companies Certification Pursuant to Florida Statutes § 287.135 Notification of Public Entity Crimes Law Notification of Public Records Law Drug -Free Workplace Non -Collusion Affidavit Property Reference Form Proposer Reference Form 25 PROPOSAL ACKNOWLEDGEMENT FORM The Proposer hereby acknowledges and affirms to the contents of this RFP, its response thereto, including without limitation, all addenda have been read, understood, and agreed to by assigning and completing the spaces provided below: A. RFP Addendum Acknowledgment Addendum No. 1, Dated Addendum No. 2, Dated Addendum No. 3, Dated Addendum No. 4, Dated Addendum No. 5, Dated B. The undersigned certifies that they are authorized to sign for the Proposer. C. The undersigned certifies that any and all information contained in response to this RFP is true and correct. D. THE EXECUTION OF THIS FORM CONSTITUTES THE UNEQUIVOCAL OFFER OF PROPOSER TO BE BOUND BY THE TERMS OF ITS PROPOSAL, FOR NOT LESS THAN 90 DAYS, AND THE PROPOSER'S UNEQUIVOCAL OFFER TO BE BOUND BY THE TERMS AND CONDITIONS SET FORTH IN THIS SOLICITATION. FAILURE TO SIGN THIS SOLICITATION WHERE INDICATED, BY AN AUTHORIZED AGENT, SHALL RENDER THE PROPOSAL NON -RESPONSIVE. THE SEOPW CRA MAY, HOWEVER, IN ITS SOLE DISCRETION, ACCEPT ANY PROPOSAL THAT INCLUDES AN EXECUTED DOCUMENT WHICH UNEQUIVOCALLY BINDS THE PROPOSER TO THE TERMS OF ITS PROPOSAL. RFP SEOPW CRA NO. 2025-01: PROPERTY MANAGEMENT SERVICES FOR SEOPW CRA-OWNED RESIDENTIAL PROPERTIES Proposer's Name: Federal Employer Identification Number: Principal Business Address: Mailing Address: Telephone Number(s): Fax Number(s): Email Address: Authorized Agent Name and Title: Signature of Authorized Agent Date: 26 CONFLICT OF INTEREST DISCLOSURE FORM The award of this contract is subject to the provisions of Chapter 112, Florida Statutes. All Proposers must disclose within their Proposals: the name of any officer, director, or agent who is also an employee of Southeast Overtown/Park West Community Redevelopment Agency ("SEOPW CRA"). Furthermore, all Proposers must disclose the name of any SEOPW CRA employee who owns, directly, or indirectly, an interest of more than five percent (5%) in the Proposer's entity or any of its branches. The purpose of this disclosure form is to give the SEOPW CRA the information needed to identify potential conflicts of interest for evaluation team members and other key personnel involved in the award of this contract. The term "conflict of interest" refers to situations in which financial or other personal considerations may adversely affect, or have the appearance of adversely affecting, an employee's professional judgment in exercising any SEOPW CRA duty or responsibility in administration, management, instruction, research, or other professional activities. Please check one of the following statements and attach additional documentation if necessary: To the best of our knowledge, the undersigned firm has no potential conflict of interest due to any other Cities, Counties, contracts, or property interest for this Proposal. The undersigned entity, by attachment to this form, submits information which may be a potential conflict of interest due to other Cities, Counties, contracts, or property interest for this Proposal. Acknowledged by: Proposer Name Authorized Agent Signature Authorized Agent Name and Title (Print or Type) Date 27 SCRUTINIZED COMPANIES CERTIFICATION PURSUANT TO FLORIDA STATUTES § 287.135 , on behalf of Print Name and Title Proposer Name certify that does not: Proposer Name 1. Participate in a boycott of Israel; and 2. Is not on the Scrutinized Companies that Boycott Israel List; and 3. Is not on the Scrutinized Companies with Activities in Sudan List; and 4. Is not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List; and 5. Has not engaged in business operations in Syria. Submitting a false certification shall be deemed a material breach of contract. The Southeast Overtown/ Park West Community Redevelopment Agency ("SEOPW CRA") shall provide notice, in writing, to the Proposer of the SEOPW CRA's determination concerning the false certification. The Proposer shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. If the Proposer does not demonstrate that the SEOPW CRA's determination of false certification was made in error, then the SEOPW CRA's shall have the right to terminate the contract and seek civil remedies pursuant to Florida Statutes § 287.135. Section 287.135, Florida Statutes, prohibits the SEOPW CRA's from: 1) Contracting with companies for goods or services in any amount if at the time of bidding on, submitting a proposal for, or entering or renewing a contract if the company is on the Scrutinized Companies that Boycott Israel List, created pursuant to Section 215.4725, F.S. or is engaged in a boycott of Israel; and 2) Contracting with companies, for goods or services over $1,000,000.00 that are on either the Scrutinized Companies with activities in the Iran Petroleum Energy Sector List, created pursuant to s. 215.473, or are engaged in business operations in Syria. 28 As the person authorized to sign on behalf of the Proposer, I hereby certify that the company/entity identified above in the section entitled "Proposer Name" does not participate in any boycott of Israel, is not listed on the Scrutinized Companies that Boycott Israel List, is not listed on either the Scrutinized Companies with activities in the Iran Petroleum Energy Sector List, and is not engaged in business operations in Syria. I understand that pursuant to section 287.135, Florida Statutes, the submission of a false certification may subject the company to civil penalties, attorney's fees, and/or costs. I further understand that any contract with the SEOPW CRA for goods or services may be terminated at the option of the SEOPW CRA if the company is found to have submitted a false certification or has been placed on the Scrutinized Companies with Activities in Sudan list or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. PROPOSER NAME AUTHORIZED AGENT SIGNATURE AUTHORIZED AGENT NAME (PRINT OR TYPE) TITLE Must be executed and returned with the submitted Proposal to be considered. 29 NOTIFICATION OF PUBLIC ENTITY CRIMES LAW Pursuant to Section 287.133, Florida Statutes, you are hereby notified that a person or affiliate who has been placed on the convicted contractors list following a conviction for a public entity crime may not submit a Bid/Proposal on a contract to provide any goods or services to a public entity, may not submit a Bid/Proposal on a contract with a public entity for the construction or repair of a public building or public work, may not submit Bids/Proposals on leases or real property to a public entity, may not be awarded or perform work as a contractor, supplier, sub -vendor, or consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017 [F.S.] for Category Two [$35,000.00] for a period of thirty-six (36) months from the date of being placed on the convicted contractors list. Acknowledged by: Proposer/Firm Name Authorized Agent Signature Authorized Agent Name and Title (Print or Type) Date 30 PUBLIC RECORDS LAW Notification of Public Records Law Pertaining to Public Contracts and Requests for Contractor Records Pursuant to Chapter 119, Florida Statutes Pursuant to Chapter 119, Florida Statutes, Contractor shall comply with the public records law by keeping and maintaining public records required by the Southeast Overtown/Park West Community Redevelopment Agency ("SEOPW CRA") to perform the service. Upon request from the SEOPW CRA custodian of public records, contract shall provide the SEOPW CRA 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 Chapter 119, Florida Statutes or as otherwise provided by law. Contractor shall 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 SEOPW CRA. Contractor upon completion of the contract, shall transfer, at no cost, to the SEOPW CRA all public records in possession of the Contractor or keep and maintain public records required by the SEOPW CRA to perform the service. If the Contractor transfers all public records to the SEOPW CRA 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 SEOPW CRA, upon request from the SEOPW CRA custodian of public records, in a format that is compatible with the information technology systems of the SEOPW CRA. IF THE AWARDED PROPOSER HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE AWARDED PROPOSER'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS, KIM PHAN, ESQ., AT THE SOUTHEAST OVERTOWN PARK WEST COMMUNITY REDEVELOPMENT AGENCY, 20 N. SWINTON AVE., SOUTHEAST OVERTOWN PARK WEST FLORIDA AND MAY BE CONTACTED BY PHONE AT (786) 616-8997 OR VIA EMAIL AT dch ivertongm iam igov.com Acknowledged by: Proposer/Firm Name Authorized Agent Signature Authorized Agent Name and Title (Print or Type) Date 31 DRUG -FREE WORKPLACE is a drug -free workplace and has (Proposer/Firm Name) a substance abuse policy in accordance with and pursuant to Section 440.102, Florida Statutes. Acknowledged by: Proposer/Firm Name Authorized Agent Signature Authorized Agent Name and Title (Print or Type) Date 32 NON -COLLUSION AFFIDAVIT STATE OF COUNTY OF Before me, the undersigned authority, personally appeared , who, after being by me first duly sworn, deposes and says of his/her personal knowledge that: a. He / She is of the Proposer that has submitted a Proposal to perform work for the following: RFP No.: Title: b. He / She is fully informed respecting the preparation and contents of the attached Request for Proposals, and of all pertinent circumstances respecting such Solicitation. Such Proposal is genuine and is not a collusive or sham Proposal. c. Neither the said Proposer nor any of its officers, partners, owners, agents, representatives, employees, or parties in interest, including this affiant, has in any way colluded, conspired, connived, or agreed, directly or indirectly, with any other Proposer, firm, or person to submit a collusive or sham Proposal in connection with the Solicitation and contract for which the attached Proposal has been submitted or to refrain from proposing in connection with such Solicitation and contract, or has in any manner, directly or indirectly, sought by agreement or collusion or communication or conference with any other Proposer, firm, or person to fix the price or prices in the attached Proposal or any other Proposer, or to fix any overhead, profit, or cost element of the Proposal price or the Proposal price of any other Proposer, or to secure through any collusion, conspiracy, connivance, or unlawful agreement any advantage against the Southeast Overtown Park West Community Redevelopment Agency or any person interested in the proposed contract. d. The price or prices quoted in the attached Proposal are fair and proper and are not tainted by any collusion, conspiracy, connivance, or unlawful agreement on the part of the Proposer or any of its agents, representatives, owners, employees, or parties in interest, including this affiant. Authorized Agent Signature Subscribed and sworn to (or affirmed) before me this day of 20_, by who is personally known to me or who has produced as identification. SEAL Notary Signature Notary Name: Notary Public (State): My Commission No: Expires on: 33 PROPERTY REFERENCE FORM INSTRUCTIONS Proposers shall provide a minimum of three (3) examples of existing affordable residential rental properties under their ownership and/or management, similar in size, scope, and complexity as the Subject Properties described in this RFP. Submitted examples shall include the name and address of the property, years under the Proposer's ownership or management, a brief description of the property, including number of units, number of residents, and any rental restrictions, and a brief description of the services provided by the Proposer. The reference provided below should be for one (1) property reference. FAILURE TO COMPLETE AND SUBMIT THIS FORM MAY RESULT IN THE PROPOSAL BEING REJECTED AS NON -RESPONSIVE. Name of Property: Property Address: Property Owner/ Contact Information: Years Under Proposer's Ownership or Management: Brief Description of the Property: Brief Description of the Property Management Services Provided by Proposer: Compensation Received: Proposer's Certification of Information By signing below, I certify that all information stated above is true and correct to the best of my knowledge. Authorized Agent Signature: Authorized Agent Name and Title: Date: 34 PROPOSER REFERENCE FORM INSTRUCTIONS Proposers shall provide a minimum of three (3) references. Submitted references shall include the reference's name, address, phone number, any comments from the reference, and the reference's signature and date signed. The SEOPW CRA reserves the ability to contact submitted references. The reference provided below should be for one (1) reference and shall be completed by the reference, not the Proposer. FAILURE TO COMPLETE AND SUBMIT THIS FORM MAY RESULT IN THE PROPOSAL BEING REJECTED AS NON -RESPONSIVE. Reference Name Reference Address: Reference Organization/Company: Reference Title: Reference Phone Number: Reference Email: Comments Reference Certification of Information By signing below, I certify that all information stated above is true and correct to the best of my knowledge. Signature: Name and Title: Date: 35 NAIMiami Fort Lauderdale RFP SEOPW CRA NO. 2025-01 Property Management Services for SEOPW CRA-Owned Residential Properties March 26, 2025 Table of Contents 01 02 03 04 05 06 07 08 09 Table of Contents 2 Proposer's Information a) Proposal Acknowledgment Form Narrative - Executive Summary 3 4 5 Proposal 8 a) Property Management, Leasing, Construction, & Additional Services - 9 Fulfilled Responsibilities to SEOPW CRA and Subject Properties Qualifications of the Proposer 18 a) Description of Proposer's Entity 19 b) Legal Organization Structure & Licenses 20 c) City of Miami Business Tax Receipt 23 d) Proposer's Information 24 e) Financials 25 f) Bankruptcy & Legal Actions 26 g) Work Facilities & Support Staff 27 h) Insurance Coverage 28 Experience of the Proposer 29 a) List of Leasing & Management Properties (with minimum of 5 years 30 experience) b) Proposer's Key Employees 32 c) Sub -Consultants 36 d) Property References Forms (3 minimum) 37 e) Proposer's References Forms (3 minimum) 40 Financial Information 48 a) Preliminary Budget and Project Pro Forma 49 b) Requested Financial Information 50 RFP Required Forms 51 a) Conflict of Interest Disclosure Form 52 b) Scrutinized Companies Certification Pursuant to Florida Statues § 287.135 53 c) Notification of Public Entity Crimes Law 55 d) Notification of Public Records Law 56 e) Drug -Free Workplace 57 f) Non -Collusion Affidavit 58 Exhibits 59 a) Addendum No. 2 60 b) Addendum No. 1 62 c) RFP for SEOPW CRA Residential Properties 63 NI Miami 2 Fort Lauderdale PROPOSAL ACKNOWLEDGEMENT FORM The Proposer hereby acknowledges and affirms to the contents of thls RFP, Its response thereto, including without limitation, all addenda have been read, understood, and agreed to by assigning and completing the spaces provided below: A. RFP Addendum Acknowledgment Addendum No. 1, Dated March 10, 2025 Addendum No. 2, Dated March 13, 2025 Addendum No. 3, Dated Addendum No. 4, Dated Addendum No. 5, Dated B. The undersigned certifies that they are authorized to sign for the Proposer. C. The undersigned certifies that any and all information contained in response to this RFP is true and correct. D. THE EXECUTION OF THIS FORM CONSTITUTES THE UNEQUIVOCAL OFFER OF PROPOSER TO BE BOUND BY THE TERMS OF ITS PROPOSAL, FOR NOT LESS THAN 90 DAYS, AND THE PROPOSER'S UNEQUIVOCAL OFFER TO BE BOUND BY THE TERMS AND CONDITIONS SET FORTH IN THIS SOLICITATION. FAILURE TO SIGN THIS SOLICITATION WHERE INDICATED, BY AN AUTHORIZED AGENT, SHALL RENDER THE PROPOSAL NON -RESPONSIVE. THE SEOPW CRA MAY, HOWEVER, IN ITS SOLE DISCRETION, ACCEPT ANY PROPOSAL THAT INCLUDES AN EXECUTED DOCUMENT WHICH UNEQUIVOCALLY BINDS THE PROPOSER TO THE TERMS OF ITS PROPOSAL. RFP SEOPW CRA NO. 2025-01: PROPERTY MANAGEMENT SERVICES FOR SEOPW CRA-OWNED RESIDENTIAL PROPERTIES Proposer's Name: WLS, L.C. d/b/a NAI Miami I Fort Lauderdale Federal Employer Identification Number: 65 0880436 Principal Business Address: 9655 South Dixie Highway, Suite 300, Miami, Florida 33156 Mailing Address: 9655 South Dixie Highway, Suite 300, Miami, Florida 33156 Telephone Number(s): (305) 938-4000 Fax Number(s): (305) 938-4002 Email Address: Jlarkin@naimiami..com Authorized Agent Name and Titl , : e'e,' y S. Larkin, CEO and Co -Chairman Signature of Authorized Agent Date: March 18, 2025 4 Narrative (Executive Summary) WLS, L.C. d/b/a NAI Miami I Fort Lauderdale and its wholly owned subsidiary, NAI Miami Property Management, LLC, has been operating as a full -service real estate brokerage firm in the South Florida market since 1997. The firm for over 25 years, is a highly qualified firm with an extensive real estate services background and the experience to perform leasing, property management, and construction management services for the Southeast Overtown/Park West Community Redevelopment Agency ("SEOPW CRA") at the multiple properties listed in the RFP. NAI Miami I Fort Lauderdale will comply with and provide all the required services, processes and procedures as specified in the RFP. This will include, but not be limited to leasing all current vacancy at the SEOPW CRA properties at the rates, terms and conditions specified by the CRA after consultation with our firm; handle all lease renewals as they arise; provide complete property management services, inclusive of the generation of financial statements and provide construction management services to build -out the existing vacant space and maintain the common areas of all properties; add enhancements to the existing and any additional CRA properties' common areas including identification, monument and wayfaring signage; and provide all other requested real estate and related services as may be needed from time to time by the CRA. NAI Miami I Fort Lauderdale's team of over 50 professionals will work collaboratively with all CRA stakeholders to develop and execute innovative strategies. In the last 10 years, NAI Miami I Fort Lauderdale has leased approximately 10,467,000 square feet of retail, office and industrial space with an aggregate transaction value of $2.17 billion. The firm currently manages 2.2 million square feet of retail, office, industrial and commercial condominiums and residential properties principally in Miami -Dade and Broward counties and leases approximately 5 million square feet for commercial space for third party clients. NAI Miami I Fort Lauderdale has a deep understanding of working with municipal entities based on its 25+ years of experience. The firm has worked with the Miami Parking Authority, the City of Miami, the Southeast Overtown/Park West Community Redevelopment Agency, the Village of Pinecrest, Florida and the City of Miami Gardens. Our track record spans a wide range of services including landlord representation, tenant representation, construction management, property management, consulting services, investment sales, buyer's representation and valuations. It also has permitted the firm to understand and focus on governmental clients' specialized needs and processes. A unique aspect of operating in public/private business relationships is adapting a private sector process to comply with the requirements of public process and their extended project cycles. NAI Miami I Fort Lauderdale has been the leasing agent and property manager for Overtown Plaza located at 1490 NW 3rd Street, Miami, FL since 2013 and is responsible for securing all the existing tenants including retaining Regions Bank in their current location and sourcing Top Value Supermarket. During our tenure as leasing agent and property manager, NAI Miami I Fort Lauderdale has worked with the CRA and the Overtown Community to provide a local retail center that provides for and benefits the community. IyAI Miami 6 Fort Lauderdale Narrative (Executive Summary) NAI Miami I Fort Lauderdale is currently the leasing agent and property manager for, the commercial and residential units at St. Johns located at 1300 NW 3rd Avenue, Miami FL; the apartments located at 155 NW 10th Street and 23 condominium units owned by the CRA at Town Park Plaza North. During this short time frame, we have streamlined rent collections, are in the process of managing building recertifications, refurbished six condominium units using local contractors, worked with the CRA to standardize their leasing process and requirements, conducted site surveys and created short and long-term goals for each property consistent with the CRA's directions. From January 2022 to August 2024 NAI Miami I Fort Lauderdale managed and leased 58 condominium units at Bayview Palms Condominiums in North Miami, FL. These condominium units were leased to varied group of residents including low to middle income residents, and Section 8 voucher and local area housing program voucher recipients. Services provided included negotiating new and renewal lease agreements, working with the various agencies to provide appropriate documentation to obtain rent payments, unit turnover including floors, appliances, fixtures, HVAC and electrical panel replacement and repairs. Approximately 30 units had some type of code violations which were resolved during this time frame. NAI Miami I Fort Lauderdale worked with the condominium association and local city departments to make necessary repairs to become compliant with the condominium association city building codes. Governmental Factors: Unlike private sector projects, the CRA must exercise municipal protocols as required by law. In addition, given the nature of the neighborhood, it is critical to provide affordable housing to legacy residents of the area and the core working class employed in the adjacent business districts. Because of these factors, an equitable, non-discriminatory process and applicant scoring system compliant with all Federal laws needs to be identified and complied with in processing all prospects applying for residency. As a result, the timing for completion of a lease transaction will be longer than a typical private sector transaction. This requires that the vendor selected must be skilled at not only providing the required services but also understanding how to transmit this information to all prospects, guide them through the process of completing an application and subsequent lease and managing the ongoing process of coordinating activities between the governmental landlord and the private sector resident. NAI Miami I Fort Lauderdale's experience with the CRA and working with the Overtown community gives us a unique understanding of the CRA' goals. Our Goal and Our Vision: Our goal is to optimize the CRA's portfolio potential on both a quantitative and qualitative basis while addressing risks and challenges described above. Working with all stakeholders, we will develop a sustainable short, intermediate and long-term management, leasing and capital improvement plan. We understand how the CRA operates, and, with the appropriate enhancements and betterments, how to achieve superior results. Along with improving the portfolio, NAI Miami I Fort Lauderdale wants to give back to the local community. We have previously discussed creating a training program in property management for members of the Overtown community. With managing this portfolio and contained within this proposal, we now have an opportunity to begin the program with hiring a property manager assistant from the local community with limited experience to train to become a property manager. Our vision for the CRA's Portfolio is to create a vibrant, integrated experiential environment which provides the neighborhood with excellent housing and commercial hubs that provide needed, accessible services to the residents, quality housing and the opportunity to develop entrepreneurial businesses which align with CRA's goals. Miami N IFort Lauderdale 7 Property Management Services NAI Miami Fort Lauderdale provides comprehensive property management services. The company operates under distinct, customized guidelines to maximize owner's value proposition. • Enhance property value by maximizing operations. • Establish and implement an operating budget. • Develop and implement renovation and/or expansion programs. • Develop and implement a formalized property maintenance and improvement plan. NAI Miami Fort Lauderdale will provide the following property management services: • Maintain businesslike relations with tenants whose service requests shall be received, considered and acted upon promptly. • Initiate ClickPay, an online collection portal, and create procedures to collect base rent and additional rent and take such action as may be necessary to collect any such sums. • Cause the building, equipment and landscaping to be maintained, including interior (where applicable) and exterior cleaning, painting, and such normal maintenance and repair work as is necessary. • Initiate Avid, our online solution to automating the Accounts Payable functions permitting 24/7/365 accessibility, functionality and transparency. • Notify ownership in the event a property condition arises requiring major repairs or replacement, or repairs required by state or local law, ordinance or government regulation. • Enter into contracts for gas, fuel, pest extermination, fire safety and, where applicable, elevator service, office cleaning, security, HVAC maintenance and other services, as necessary. • Upon request from ownership, assist in the placement of insurance with such coverage and in such amounts as may be appropriate for the property. • Prepare and file all returns for unemployment insurance, workers compensation insurance, and social security for all of Agent's employees, if any, that are employed by Agent or the Property as on -site employees. • Maintain a complete set of records, books and accounts in its standard manner, with all records available for examination at all reasonable hours. No later than the thirtieth (30th) day of each month, for the prior month, Agent shall send a monthly income and expense statement to all ownership. The financial books and records shall either be maintained on a fiscal or calendar year basis as dictated by the City. If a fiscal year is selected, it is presumed the year end will coordinate with the City's September 30 fiscal year end. • Establish and implement the annual reconciliation of operating expenses (NNN expenses) as required pursuant to the terms of each tenant's lease commencing with the initial operating year of each lease. • Prepare a quarterly physical property condition report detailing deficiencies in the common area or storefronts and recommend protocols to address any deficient item. • Prepare an annual operating budget to either be maintained on a fiscal or calendar year basis as dictated by the City. Once approved, implement revised monthly tenant payments based on the new budget amounts. roil! Miami 9 Fort Lauderdale Property Management Services Specific steps which will be undertaken after the successful awarding and execution of the Professional Services Contract will be: Physical Plant • • • • • Work in conjunction with all stakeholders to identify all deferred maintenance items, needed capital projects and urgent repairs, if any. Create an estimate of all items and assign an urgency level (immediate, near term, medium term, long term). Assist in creating a long-term plan to eliminate deferred maintenance, complete capital projects and initiate an organized plan to insure timely replacement of major components. Review all historical records and reports. Review all statements, and related operating agreements to insure actual and statutory compliance. Budgeting & Financial Operations • Create a 2025 operating budget, if not yet prepared. • If the 2025 operating budget is prepared, review the budget in detail. • Generate monthly financial statements including budget to actual comparative analysis. • Insure reasonable and proper allocation of shared expenses based on formulas recommended to and approved by all stakeholders. Lease Administration • Review each lease and its related abstract for accuracy. • If no abstract is available, create a lease abstract. • Create lists of exclusive uses. • Create a list of prohibited uses. • Create a tenant contact list. • Verify property zoning and existence of overlay or entertainment districts. • Define the process, obtain the records and initiate the annual reconciliation process for each year for all operating expenses for each tenant. Miami 1 Fort Lauderdale Commercial Leasing Overview NAI Miami Fort Lauderdale will provide pre -marketing, marketing awareness and lease negotiations by doing the following: Develop new marketing materials which will include: • New leasing signage added to the property in strategic locations • New website • Full color brochure • Floor plans with dimensions • Site plan showing existing uses • Aerial photo map • Detailed demographics report • Detailed consumer demand report • Drone images of aerial views Market Awareness - Availability of Information: • Ensure all information is available and accessible in as many platforms as possible including LoopNet, CoStar, MLS, CREXI, Apartments.com, Zillow.com, Realtor.com, Trulia.com, etc. • Monthly individual and collaborative eblast flyer distribution • Social media exposure on three platforms: Linkedln, Instagram, and Facebook Direct Marketing: • Direct mail or email with personal telephone follow-up to targeted restaurant and retail users • Periodic email notification of project's current availability • Regular outreach to all local chambers of commerce and similar entities • Regular outreach to state and local government agencies • Marketing outreach through the SEOPW CRA's web site advertising space availability. Tenant Procurement • Create master letter of intent form. • Create or update credit application package. • Create or update initial business plan form. • Create or update initial capital budget form. Tenant Letter of Intent Negotiations • Prepare letters of intent based on market prices and terms approved by the CRA. • Coordinate the negotiation of the letters of intent to arrive at mutually agreeable terms and conditions. • Obtain all of prospect's financial and operating background. • Providing guidance and recommendations to the CRA to approve or reject a prospect. Tenant Lease Negotiations • Assist the SEOPW CRA attorney's office in lease preparation consistent with the agreed upon terms of the letter of intent. • Coordinate the lease negotiation to arrive at mutually agreeable lease terms and conditions. • Advise on current typical and usual lease terms and conditions in the private sector. • Advise prospect on unique lease terms and conditions required by municipal entities. • Providing guidance and recommendations to the CRA to approve or reject a lease. • Obtain execution of the lease document and work with the CRA to provide all required information to governing board for final lease approval. NAIMiami 11 Fort Lauderdale Residential Leasing Overview NAI Miami Fort Lauderdale will create a coherent streamline leasing process for the existing residential portfolio of apartment units and housing. This will consist of: • Creating an application tailored to the CRA's specifications. • Contracting with a third -party vendor to process and score the applications. • Create a standardized information list needed for lease applications. • Use the standard FBAR Apartment Leasing contract for all apartment units. • Follow all applicable State of Florida and Miami Dade County rules and regulation concerning leasing and apartments. • Assist the CRA in setting up an informational portal for availability of apartments. • Set up an advertising program based on the CRA's guidelines. • Advertise in Apartments.com, Zillow.com, Realtor.com, Trulia.com as well as social media platforms like Linkedln, Instagram, and Facebook. 7 7'1 ni1r'1 NI Miami 12 Fort Lauderdale Construction Management Overview NAI Miami I Fort Lauderdale will supervise construction bidding in an effort to obtain the best possible prices from architects, engineers and general contractors. Thereafter, we will oversee the construction of interior, exterior and capital improvements to guarantee the building owner receives the maximum possible quality of work on a timely basis. Construction management fees shall only be charged for projects in excess of $10,000.00. NAIMiami 13 Fort Lauderdale Subject Properties We propose to provide property management, leasing and provide construction management services to the following properties: 155 NW 10th Street 9-unit apartment Town Park Plaza 1990 NW 4th Court Twin Homes 1900 NW 2nd Court St. John's Church Buildings a) Office Building, 2 Story b) Mixed use, retail/apartments c) Church building Lyric Point 101 NW 8th Street Black Police Precinct Museum 480 NW 11 th Street 23 condominium units 1 duplex 4 units 1 retail unit, 3 apartments Retail Space - To be subleased Museum NI Miami 14 Fort Lauderdale Fee Structure Pricing Monthly Management Fees: On Site Personnel (One Property Manager & One Assistant Property Manager) One -Time Start Up Fee: Retail/Office/Commercial: Residential: Jobs Less Than Or Equal To $10,000.00 In Value: Jobs More Than $10,000.00 In Value: $8,000.00 per month $11,250.00 per month estimated. Actual monthly charges will vary. Paid. New leases: 6.00% of base rent for primary term. Minimum: $1,000.00 Renewals: 3.00% of base rent for primary term* Minimum: $500.00 New leases: $800.00 per lease Renewals: $400.00 per lease * Must be under current written lease. 8.00 % of Value TBD for a monthly fixed fee for the project's duration. Term An initial five (5) year period and may be renewed for up to one (1) additional five (5) period thereafter, subject to the mutual written agreement of both parties. Services Full -service management, accounting, financial statement preparation, rent billing and collection and payment of all operating expenses. Excluded items are preparation of tax returns. See management agreement for details. NAIMiami 15 Fort Lauderdale Fee Structure Continued Accounting Separate financials will be maintained and provided for: 1. The Apartments 155 NW 10th Street 2. St. John's Church Buildings • Office Building, 2 story • Mixed use, retail/apartments • Church Building 3. Lyric Point 4. Town Park Plaza North 1990 NW 4th Court 9-unit apartment 4 units 1 retail units, 3 apartments Retail - Sublease and management 23 condominium units The following properties will be consolidated into one financial statement for reporting purposes: 1. Black Police Precinct Museum 480 NW 11th Street 2. Twin Homes 1900 NW 2nd Court Museum 1 duplex Personnel Included in monthly fee: Paid directly by client via billing: Asset Manager & Senior Property Manager "On site" property manager and assistant property manager. Additional Cost Maintenance engineers will be billed based on the time working at the properties on an hourly basis. The 2025 hourly billing rate is $65.00 per hour. Office Overtown CRA will provide a small office in their main office building or at Overtown Plaza at no cost for the property manager and assistant property manager. NAIMiami 16 Fort Lauderdale Additional Services NAI Miami Fort Lauderdale will also be available to provide the following additional services: Corporate and Investment Services • 1031 Exchange • Acquisition / Disposition • Appraisal & Valuation • Auction Services • Capital Markets • Due Diligence Management • Financing • Market Analysis • Net Lease Transactions • Portfolio Review • Property Marketing • Relocation / Move Management • Sale/Leaseback Transactions Asset Services • Asset Management • Asset Optimization • Build -to -Suit / Construction • Corporate Facilities Management • Development • Green / LEEDTM Consultation / Sustainability • Management • Property Management • Trade Credits • Troubled Assets/Receiverships • Workouts & Restructuring • Site Selection • Subleasing • Tenant Representation Advisory & Consulting Services • Acquisition / Disposition • Build -to -Suit • Buy -Out • Capital Markets • Cross-Border/International Consulting • Distribution Logistics • Expert Witness • Feasibility Analysis • Financial Analysis • Lease & Utility Audits • Lease Administration • Location Benefits Analysis • Market Research • Project Management • Site Location Modeling • Strategic Planning • Tax Appeal • Title / Escrow / Survey • Valuation & Appraisals LEASING BROKERAGE 00 ❑❑ TENANT LANDLORD REPRESENTATION REPRESENTATION SALE BUYER PROPERTY REPRESENTATION MANAGEMENT CORPORATE SERVICES MARKETING AND RESEARCH di 11 INVESTMENT SALES VALUATION SERVICES OWNER REPRESENTATION LITIGATION SUPPORT & RECEIVERSHIP NI Miami 17 Fort Lauderdale Qualifications of the Proposer a) Description of Proposer's entity b) Legal Organization Structure & Licenses c) City of Miami Business Tax Receipt d) Proposer's Information e) Finances f) Bankruptcy & Legal Actions g) Work Facilities & Support Staff h) Insurance Coverage Description of Proposer's Entity WLS L.C. d/b/a NAI Miami I Fort Lauderdale (Formerly WLS, Inc.) Address: Telephone: Fax: Email: Name of Contact: Date Incorporated: State of Florida Document: Federal Employer ID #: 9655 South Dixie Highway, Suite 300 Pinecrest, FL 33156 305 938 4000 305 938 4002 jlarkin@naimiami.com Jeremy S. Larkin, CEO and Co -Chairman 1996 L99000000038 65-0880436 NAI Miami Property Management LLC (a subsidiary of WLS L.C. d/b/a NAI Miami I Fort Lauderdale) Address: Telephone: Fax: Email: Name of Contact: Date Incorporated: State of Florida Document: Federal Employer ID #: 9655 South Dixie Highway, Suite 300 Pinecrest, FL 33156 305 938 4000 305 938 4002 jlarkin@naimiami.com Jeremy S. Larkin, CEO and Co -Chairman April 11, 2011 L11000043134 45-2647837 NAIMiami 19 Fort Lauderdale Legal Organization Structure WLS, L.C. d/b/a NAI Miami Fort Lauderdale WLS, L.C. is a liability company. Board of Directors Jeremy S. Larkin CEO and Co -Chairman Edward Schmidt Partner and Co -Chairman Jeff Buell Partner and Director of Property Management Five (5) Property Managers Three (3) Property Management Assistants Six (6) Maintenance Personnel Jennifer Myers -Hough Partner and Controller Accounts Receivable Accounts Payables Lease Administrator Financials Corporate Accountant Jeff Buell Partner and Director of Property Management 40. Jeremy S. Larkin CEO and Co -Chairman Joseph Gallaher Partner and Broker Manager 26 Brokers Jennifer Myers -Hough Partner and Controller Robin Manes Partner and Director of HR Ramsauly Bassett Partner and Director of Marketing Two (2) Marketing Coordinators Jackie Mullin Partner and Director of Operations Human Resources Receptionist NAIMiami 20 Fort Lauderdale Licenses Ron DeSantis, Governor STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION Melanie S. Griffin, Secretary dbr DIVISION OF REAL ESTATE THE CORPORATION HEREIN HAS REGISTERED UNDER THE PROVISIONS OF CHAPTER 475, FLORIDA STATUTES NAI MIAMI COMMERCIAL REAL ESTATE SERVICES WORLDWIDE 9655 SOUTH DIXIE HIGHWAY SUITE 300 MIAMI FL33156 LICENSE NUMBER: CQ1009291 EXPIRATION DATE: SEPTEMBER 30, 2025 Always verify licenses online at MyFloridaLicense.com ISSUED: 02/28/2025 Do not alter this document in any form. This is your license. It is unlawful for anyone other than the licensee to use this document. 1HE Ron DeSantis, Governor t STATE OF FLORIDA D qR Melanie S. Griffin, Secretary dbr DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION COMMUNITY ASSOCIATION MANAGERS THE CAM Firm HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 468, FLORIDA STATUTES ('.. .' ' WLS, LC ; ,.. 9655 SOUTH DIXIE HIGHWAY SUI TE ITE 300 MIAMI FL33156 Ili• ="= r' I- LICENSE NUMBER: CAB3389 EXPIRATION DATE: SEPTEMBER 30, 2025 Always verify licenses online at MyFloridaLicense.com ISSUED: 02/28/2025 Do not alter this document in any form. This is your license. It is unlawful for anyone other than the licensee to use this document. NAIMiami 21 Fort Lauderdale Licenses Ron DeSantis, Governor Melanie S. Griffin, Secretary STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION dFlorida r DIVISION OF REAL ESTATE THE CORPORATION HEREIN HAS REGISTERED UNDER THE PROVISIONS OF CHAPTER 475, FLORIDA STATUTES NAI MIAMI PROPERTY MANAGEMENT LLC 9655 SOUTH DIXIE HIGHWAY SUITE 300 MIAMI FL 33156 n LICENSE NUMBER: CQ1049060 EXPIRATION DATE: MARCH 31, 2027 Always verify licenses online at MyFloridaLicense.com ISSUED: 02/28/2025 Do not alter this document in any form. This is your license. It is unlawful for anyone other than the licensee to use this document. Ron DeSantis, Governor STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION Melanie S. Griffin, Secretary dbr COMMUNITY ASSOCIATION MANAGERS THE CAM Firm HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 468, FLORIDA STATUTES NAI MIAMI PROPERTY MANAGEMENT LLC 9655 SOUTH DIXIE HIGHWAY SUITE 300 MIAMI FL 33156 n LICENSE NUMBER: CAB5757 EXPIRATION DATE: SEPTEMBER 30, 2025 Always verify licenses online at MyFloridaLicense.com ISSUED: 02/28/2025 Do not alter this document in any form. This is your license. It is unlawful for anyone other than the licensee to use this document. NAIMiami 22 Fort Lauderdale City of Miami Business Tax Receipt Not applicable: WLS L.C. d/b/a NAI Miami 1 Fort Lauderdale does not possess a City of Miami Business Tax Receipt, as our business is not physically located within the City of Miami and is not required to obtain one under applicable regulations. NAIMiami 23 Fort Lauderdale Proposer's Information The Proposer Name of Proposer: Address: Telephone: WLS, L.C. d/b/a NAI Miami I Fort Lauderdale 9655 South Dixie Highway, Suite 300 Pinecrest, FL 33156 305 938 4000 List of Board of Directors Names of Board of Directors: Directors Address: Directors Telephone: Jeremy S. Larkin Edward Schmidt Jeff Buell Jennifer Myers -Hough Robin Llanes 9655 South Dixie Highway, Suite 300 Pinecrest, FL 33156 305 938 4000 Executive Director (CEO) Name of Contact: Address: Telephone: Jeremy S. Larkin 9655 South Dixie Highway, Suite 300 Pinecrest, FL 33156 305 938 4000 Proposer's Affiliation NAI Miami Property Management LLC is a subsidiary of WLS, L.C. Name of Proposer's Affiliation Entity: Address: Telephone: Names of Board of Directors: NAI Miami Property Management LLC 9655 South Dixie Highway, Suite 300, Pinecrest, FL 33156 305 938 4000 Jeremy S. Larkin Edward Schmidt Jeff Buell Jennifer Myers -Hough Robin Llanes NAIMiami 24 Fort Lauderdale Financials A current financial statement which includes a balance sheet, a three-year statement of past income, and a projected one-year income fiscal year for WLS, L.C. d/b/a NAI Miami 1 Fort Lauderdale is available for inspection at its corporate office located at 9655 South Dixie Highway, Suite 300, Pinecrest FL 33156 between the hours of 9:00 AM - 6:00 PM. NAIMiami 25 Fort Lauderdale Bankruptcy St Legal Actions WLS, L.C. d/b/a NAI Miami I Fort Lauderdale has no history of bankruptcy fillings nor any legal actions. NMiami 26 I Fort Lauderdale Work Facilities &Support Staff Work Facility WLS, L.C. d/b/a NAI Miami I Fort Lauderdale has the proper facilities and resources at 9655 South Dixie Highway, Suite 300, Pinecrest, FL 33156 to provide the required property management services for the term of the agreement. Support Staff Jeff Buell Partner and Director of Property Management Five (5) Property Managers Three (3) Property Management Assistants Six (6) Maintenance Personnel Jennifer Myers -Hough Partner and Controller Accounts Receivable Accounts Payables Lease Administrator Financials Corporate Accountant Jeremy S. Larkin CEO and Co -Chairman Joseph Gallaher Partner and Broker Manager 26 Brokers Ramsauly Bassett Partner and Director of Marketing Two (2) Marketing Coordinators Jackie Mullin Partner and Director of Operations Human Resources Receptionist NAIMiami 27 Fort Lauderdale Insurance Coverage WLS, L.C. d/b/a NAI Miami 1 Fort Lauderdale currently maintains all required insurance in the necessary types and amounts available for review upon request. NAIMiami 28 Fort Lauderdale a) List of Leasing & Management d) Property References Forms (3 Properties (with minimum of 5 years minimum) experience) e) Proposer's References Forms (3 b) Proposer's Key Employees minimum) c) Sub -Consultants Managed Properties 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 1 2 3 4 5 6 8 7 1 1 2 3 1001 SW 2nd Ave 1110-1134 SW 1 st Way 2631-2461 E Atlantic Blvd 2310 NW 55th Ct 2600 NW 55th Ct 4621 NW 9th Ave 3230 NE 32nd St Parking Lot 7390 NW 5th St 7500 NW 5th St 255-258 SW 33 St 2580 N State Rd 7 6600 Taft St 6151 Miramar Parkway 3800 S Ocean Dr 20451 NW 2nd Ave 20535 NW 2nd Ave 500 NE 185th St 8181 NW 152 St 2750 NW 167th St 900 W 49th St 8950 NW 33rd St 2782 NW 79th Ave 1987 NW 88th Ct 801 NW 37th Ave 7200 NW 7th St 7791 NW 46th St 1900 NW 2nd Ct 1900 NW 4th Ct 1490 NW 3rd Ave H1300 NW 3rd Ave 480 NW 11 th St 6 7 155 NW 10th St 101-115 NW 8th St 8 40 NW 3rd St 9 315 S Biscayne Blvd 10 604 Crandon Blvd 1 2 3 4 5 6 7 8 2331 Ponce de Leon Blvd 14283 SW 42nd St 5975 Sunset Dr 7990 SW 117th Ave 9595 N Kendall Dr 9655 S Dixie Hwy 10954 SW 184th St 10966 SW 184th St 15260 SW 280th St Managed by: co e e, 820 O Pembroke Pines Coral Springs Plantation Boca Raton Pompano Beach,4) 0 Fort 6 Lauderdale Davie riI Hollwood—O 0 27 0 Hialeah 9 Oiami Beach IVliami_ Biscayne National Park Adina Eisenstadt •Sarah Salomon °Bonnie Buell •Marisa Hunte °Jeff Buell •Daniela Rodriguez -Valencia NA! Miami 30 Fort Lauderdale Residential Properties Management List '� S ISLTANDS AMELIA DISTRI T �V�� 3 Bal Hariou w North Miami j�j�r __ BayH: CD7 r sla I ' _ 1■ I�, � Surfside Weallfiewirin m ICTT NW 111th t ill _ x 1 .44th,PI ? nI a v+2emst SEMINOLA Miami 3 -_ 0 m Hialeah q Springs ', - \ —I NW +35tU St . West Little F River [ NW87th St I ' -r ' WESTGATE G'adeVIBW °. NW62nd St 0 1 HW4&1h St m 3 Miami Shores ' ' dR4H — El Portal 1.L -- �.i✓� EIGH North Bay �, ,T,1 Village n.• ' LITTLE RIVER 1 'r 5 A GQRCj WATTLE HAITI up`-''. EAST �I aitl Be AUTILUS / BEA,. ".. AN" I n W MIAMU DESIGN MID -BE � H ;, DISTRICT Virginia ® 1�2 a195~_ ,... Gardens Miami •�' International Airport i6`�GRAHEPEIGTLOLLANO \- = 4;j4i, ��40 O " Z -,� Eft T0 0 cED WYNWOOD ALLAPATTAH m O p 3 NW 2Oth St Z 'HRl erp O —19 BAYSHORE MI y 1 f wee° - Miami+Beach 5th 51 -■.m 7th St NW 71h St FLAGAMI .. p](, VJV _ WEST FLAGLER --�f _ �.: LITTLE HAVANA RIVERSIDE -r ► WEST AVENUE OVERT 1 TAR, PALM {{.. AND .,HIBISCUS 'fSLEANDS DOWNTOWN --- © - MIAMI ""�:y„- Aims SOUTH BEACH A FLAMINGO 1LUMMUS N OF FIFTH • -s Address Years Number of Units/ Number of Managed Property Type Residents ©' polo 155 NW 10th Street, - Miami, FL 33136 0.5 9-unit apartment 9 0 r St. John's Plaza Apartments 03 1301 NW 3rd Avenue, 0.5 4 units 2 13,, _ Miami, FL 33136 0 Town Park Plaza -1990 NW 4th Court, 0.5 23 condominium units 3 Miami, FL 33136 - Twin Homes t ' _ ' 1900 NW 2nd Court, 0.5 1 duplex 2 ,=- Miami, FL 33136 ® Bayview Palms 1805 Sans Souci Boulevard, 2.5 58 condominium units 45 `�' '"''" North Miami, FL 0 a 955 Bay Drive, E_ Miami Beach, FL 33141 3 8-unit apartment 8 0 9472 Bay Drive, .r 3 Single family home 1 __- N I Proposer's Key Employees NAImiuderdale Jeremy S. Larkin EDUCATION University of Miami MBA, Accounting Concentration University of Alabama/Tuscaloosa BS, Finance and Banking PROFESSIONAL AFFILIATIONS • Licensed Florida Real Estate Broker . Licensed Florida Mortgage Broker (through 2010) • Licensed Florida Community Association Manager • BOMA Member • ICSC Member • SFOBA member • Greater Miami Jewish Federation • Greater Miami Hillel BOD • Bet Shira Congregation . Jewish Vocational Services Partner CEO and Co -Chairman O 9655 South Dixie Highway, Suite 300 Pinecrest, FL 33156 • 0: +1 (305) 938 4000 x102 D: +1 (786) 260 0402 M: +1 (305) 389 1832 O jlarkin@naimiami.com O naimia-ftl.com SCOPE OF RESPONSIBILITIES As CEO and Co -Chairman of NAI Miami I Fort Lauderdale, Jeremy leads the growth and expansion of the company. With over 30 years of practical experience in real estate and business management, Jeremy has facilitated the continued progress of NAI Miami I Fort Lauderdale in the South Florida real estate market and has made NAI Miami I Fort Lauderdale an institutional part of South Florida commercial real estate. BACKGROUND AND EXPERIENCE Jeremy Larkin has extensive experience in working with high -net -worth individuals, both domestic and international, in ownership and investment in the South Florida real estate market. He leads litigation support where he advises financial institutions and owners of loans on the process to maintain, evaluate, operate, and potentially disposing of distressed assets. Additionally, Jeremy works with litigators and attorneys on commercial real estate operation and evaluation. Jeremy is an accomplished broker with over $1 billion in leasing and sales transactions of more than 5 million square feet of space. Jeremy prides himself on his attention to key details and on his dedication to his clients, brokers, and employees. Jeremy's mission is to see his clients thrive in the real estate space that best suits their needs and expands their business opportunities and outlook. NIMiami 32 Fort Lauderdale Proposer's Key Employees NAI Miami Fort Lauderdale Jeff Buell EDUCATION Wabash College B.A. in Biology PROFESSIONAL AFFILIATIONS . Licensed Florida Real Estate Salesperson . Licensed Florida Community Association Manager . Peace Corps Partner Director of Property Management O 9655 South Dixie Highway, Suite 300 Pinecrest, FL 33156 O 0: +1 (305) 938 4000 x114 D: +1 (786) 697 6257 M: +1 (305) 216 5991 O jbuell©naimiami.com 0 naimia-ftl.com SCOPE OF RESPONSIBILITIES Jeff Buell is an expert property management professional with more than 20 years of property management experience. Jeff specializes in client relations and supervises and supervises more than 2 million square feet of real estate space from Broward through Miami -Dade counties. Jeff has extensive knowledge of property management and building maintenance from his years of hands-on practical experience. BACKGROUND AND EXPERIENCE Jeff Buell began his career at NAI Miami I Fort Lauderdale in the maintenance department before quickly advancing to Director of Property Management. He now oversees a diverse portfolio, including retail centers, a mixed -use office and retail building, office properties, governmental properties, and condominium associations. His expertise ensures the efficient operation, maintenance, and value optimization of the properties under his management. Jeff has over 20 years of experience in managing and maintaining commercial real estate. He specializes in client relations and oversees more than 2 million square feet of real estate across Broward and Miami -Dade counties. His extensive knowledge of property management and building maintenance comes from years of hands-on, practical experience. NIMiami 33 Fort Lauderdale Proposer's Key Employees NAIrgtuderdale Marisa Hunte EDUCATION Carol City Senior High High School Diploma PROFESSIONAL CERTIFICATIONS . Property Management Financial . Advance Leasing . Fair Housing Property Manager O 1490 NW 3rd Avenue Miami, FL 33136 O 0: +1 (305) 938 4000 x500 D: +1 (786) 697 6224 M: +1 (786) 459 5232 O mhunte©naimiami.com 0 naimia-ftl.com SCOPE OF RESPONSIBILITIES Marisa Hunte will oversee all aspects of property operations, including lease administration, resident relations, regulatory compliance, and financial management. She has a proven track record of maximizing occupancy, maintaining budgets, and ensuring optimal property performance. Adept at leading teams, implementing process Improvements, and delivering exceptional customer service. Deeply knowledgeable of relevant tax credit and affordable housing requirements. BACKGROUND AND EXPERIENCE Marisa is an experienced property management professional with a strong background in overseeing tax credit multifamily communities. She has progressively advanced through positions as Leasing Consultant, Senior Leasing Consultant, and Assistant Property Manager, building comprehensive knowledge of the residential industry along the way. Before her current role, Marisa was an Assistant Property Manager for ImproSynergies, overseeing operations at The Glorieta, a multifamily community that required close collaboration with law enforcement and local officials. This experience further strengthened her ability to handle complex property challenges while maintaining strong resident relations. Marisa specializes in all aspects of property operations, including lease administration, resident relations, regulatory compliance, and financial management. She has a proven track record of maximizing occupancy, maintaining budgets, and ensuring optimal property performance across her portfolio. NIMiami 34 Fort Lauderdale Proposer's Key Employees Assistant Property Manager WLS L.C. d/b/a NAI Miami 1 Fort Lauderdale will be hiring an assistant property manager for the CRA portfolio. Our process will be to solicit resumes from the Overtown area. We are looking for people with a strong work ethic, who have demonstrated through their work history the ability to learn and adapt and have a strong connection to the Overtown neighborhood. Once the resumes are reviewed, the applicants will be interviewed at the offices of Overtown Business Resource Center (OBRC). The first interview will take place at this site to give the applicants easy access and to give the CRA employees at the OBRC and opportunity to meet the applicants. If the applicant interviews well, they will be called back to interview at the primary office of NAI Miami 1 Fort Lauderdale at 9655 S Dixie Highway, Suite 300, Miami, FL. In this interview the applicant will be interviewed by three people in the firm, all who have knowledge and experience in property management. A decision will be made after this interview on which applicant to select and an offering memorandum will be sent to the applicant for their approval. This memorandum will state the salaries and work conditions and clearly state that they will be employees of NAI Miami 1 Fort Lauderdale. NAI Miami 35 Fort Lauderdale Sub -Consultants WLS, L.C. d/b/a NAI Miami 1 Fort Lauderdale will be using the following Sub -Consultants (subject to change from time -to -time) to assist in the performance of the Property Management Services under this RFP. • Kasey Burrell • Keen & Pristine Janitorial Services, LLC • BOFAM Construction Company • Gator Protection, Inc • Crime Prevention of Florida • Landscape Workshop LLC • PowerX • Lawn Pro Professional Lawn & Tree Service, Inc • Douglas Orr Plumbing, Inc • Starfire Lock & Door Specialist, Inc • ETEK Fire Alarms, Inc • MGC Roofing & Construction Inc • AXCEX Media LLC • Precise Stripes, LLC • Weathermakers Air Conditioning Contractors, Inc • The Go 2 Guy LLC • Tewes Design Group • Quest Engineering • CALC Engineering LLC • FPD Painting Corp • Opler Flooring NAI Miami 36 Fort Lauderdale PROPERTY REFERENCE FORM INSTRUCTIONS Proposers shall provide a minimum of three (3) examples of existing affordable residential rental properties under their ownership and/or management, similar in size, scope, and complexity as the Subject Properties described in this RFP. Submitted examples shall include the name and address of the property, years under the Proposer's ownership or management, a brief description of the property, including number of units, number of residents, and any rental restrictions, and a brief description of the services provided by the Proposer. The reference provided below should be for one (1) property reference. FAILURE TO COMPLETE AND SUBMIT THIS FORM MAY RESULT IN THE PROPOSAL J3F 4G REJECTED AS NON -RESPONSIVE. Name of Property: Sunset Station Condominiums Property Address: 5975 Sunset Drive, South Miami, FL 33143 Property Owner/ Contact Information: Terry Perrin, President of Association Years Under Proposer's Ownership or Management: 7 years Brief Description of the Property: Property consist of 38 condominium units in an 8-story building. Adjacent to the 8-story building is a 6-story parking garage. Brief Description of the Property Management Services Provided by Proposer: Full service property management and maintenance services, accounting, financial statements and collection of all assessments Compensation Received: Flat fee Proposer's Certification of Information By signing below, I certify that all information stated above is true and correct to the best of my knowledge. Authorized Agent Signature: Authorized Agent Name and Title: r7 t r s., �•� Date: 3 -1 t - �c NIMiami 37 Fort Lauderdale PROPERTY REFERENCE FORM INSTRUCTIONS Proposers shall provide a minimum of three (3) examples of existing affordable residential rental properties under their ownership and/or management, similar in size, scope, and complexity as the Subject Properties described in this RFP. Submitted examples shall include the name and address of the property, years under the Proposer's ownership or management, a brief description of the property, including number of units, number of residents, and any rental restrictions, and a brief description of the services provided by the Proposer. The reference provided below should be for one (1) property reference. FAILURE TO COMPLETE AND SUBMIT THIS FORM MAY RESULT IN THE PROPOSAL BEING REJECTED AS NON -RESPONSIVE. Name of Property: Town Park Plaza North Condominiums Property Address: 1945 NW 5th Place, Miami, FL 33136 Property Owner/ Contact Information: Southeast Overtown/Park West Community Redevelopment Agency Years Under Proposer's Ownership or Management: 0.5 years Brief Description of the Property: Property consist of 23 condominium units ranging from 2 to 4 bedrooms. The condition of the units range from newly refurbished to poor conditions. Currently there are 3 units leased. Brief Description of the Property Management Services Provided by Proposer: Full service management, accounting, financial statement preparation, rent billing and collection and payment of all operating expenses. Compensation Received: Flat fee Proposer's Certification of Information By signing below, I certify that all information stated above is true and correct to the best of my knowledge. Authorized Agent Signature: Authorized Agent Name and Title: Date: j/-2,./2 NA! Miami 38 Fort Lauderdale PROPERTY REFERENCE FORM INSTRUCTIONS Proposers shall provide a minimum of three (3) examples of existing affordable residential rental properties under their ownership and/or management, similar in size, scope, and complexity as the Subject Properties described to this RFP. Submitted examples shall Include the name and address of the property, years under the Proposer's ownership or management, a brief description of the property, including number of units, number of residents, and any rental restrictions, and a brief description of the services provided by the Proposer. The reference provided below should be for one (1) property reference. FAIL1ilR TO CO__ ©FO SULT. I PROPOSAL flEJECTED., S 1/4 Name of Property: Bayview Palms Condominium Property Address: 1805 Sans Souci Blvd., North Miami, FL 33181 & 180G Sans Souci Blvd., North Miami, F-1-33181 Property Owner/ Contact information: Bayview Palms Condominium Margarita Rivera-HOA On -Site Manager Years Under Proposer'sOwnership or Management: 1 Year & 7 Months Brief Description of the Property: Condominium built in 1971, managed 54 units in one 5-story building & managed 4 units in one 5-story building. All managed units were 1 bedroom and 1 1/2 bathrooms. Condition of units ranged from poor conditions to fair. Brief Description of the Property Management Services Provided by Proposer: Full service managment, accounting, financial statement preparation, yearly budgets, weekly property management meetings (review maintenance/repairs/tenant delinquencies),rent billing, collections and payment of all operating expenses, post default notices, coordinate maintenance/ repairs per Landlord responsibility, conduct move-in/move-out walkthrough, oversaw tenant evictions. Compensation Received: Fiat fee Pr s ri Certi icaa t not Intl rrrra la By signing below, I certify that all information stated above is true and correct to the best of my knowledge, Authorized Agent Signature: Authorized Agent Name and Title: Date: NIMiami 39 Fort Lauderdale PROPOSER REFERENCE FORM INSTRUCTIONS Proposers shall provide a minimum of three (3) references. Submitted references shall include the reference's name, address, phone number, any comments from the reference, and the reference's signature and date signed. The SEOPW CRA reserves the ability to contact submitted references. The reference provided below should be for one (1) reference and shall be completed by the reference, not the Proposer. FAILURE TO COMPLETE AND SUBMIT THIS FORM MAY RESULT IN THE PROPOSAL BEING REJECTED AS NON -RESPONSIVE, Reference Name Brian Zeltsman Reference Address: 819 NW 2nd Avenue, 3rd Floor, Miami, FL 33136 Reference Organization/Company: Southeast Overtown/Park West Community Redevelopment Agency Reference Title: Director of Architecture and Development Reference Phone Number: 305 679 6827 Reference Email: bzeltsman@miamigov.com Comments Working with NAI Miami I Fort Lauderdale has been a positive experience for our building management and leasing needs. They have impressive response time, quickly addressing maintenance requests and urgent issues. Their leasing team is just as efficient, providing great service to potential tenants and ensuring that all lease agreements are handled smoothly. I can always count on them to manage both aspects of the property professionally. Reference Certification of Information By signing below, I certify that all information stated above is true and correct to the best of my knowledge. Signature: Name and Title: j i4A) zcL'%ia1t Date: 311121 1.62. 1 Miami 40 Fort Lauderdale PROPOSER REFERENCE FORM INSTRUCTIONS Proposers shall provide a minimum of three (3) references. Submitted references shall include the reference's name, address, phone number, any comments from the reference, and the reference's signature and date signed, The SEOPW CRA reserves the ability to contact submitted references. The reference provided below should be for one (1) reference and shall be completed by the reference, not fine Proposer. FAILURE IO COMP_LETE AND SUBIVIIT THIS ORM MAY gESU N THE EROPOSAL EINC REJECTED AS NON -RESPONSIVE„ Reference Name Mark Winter-Gitelson Reference Address: 491a N FAA R2n, S}e 'van Austin}Ix Z$Z34 Reference Organization/Company: 500 NE 185th Street Owner. LLC Reference Title: Owner Keterence Phone Number: 973-920-0278 Reference Email: mark@yrep.com -Comments am pleased with NAI Miami I Fort Lauderdale 's building management and leasing services. They oversee both day-to-day operations and emergencies with great efficiency. Their leasing team is always responsive, ensuring the leasing process is seamless and that tenant needs are addressed promptly. The overall professionalism and quick turnaround on any issue give me confidence in their ability to manage the property well. Refere�ce_S �' it'ication_of Information �By signing below, 1 certify that all information stated above is true and correct to the best of my knowledge. Signature: Name and Title: Date: Mark Winter-Gitelson March 11, 2025 NIMiami 41 Fort Lauderdale PROPOSER REFERENCE FORM INSTRUCTIONS Proposers shall provide a minimum of three (3) references. Submitted references shall include the reference's name, address, phone number, any comments from the reference, and the reference's signature and date signed. The SEOPW CRA reserves the ability to contact submitted references. The reference provided below should be for one (1) reference and shall be completed by the reference, not the Proposer. FAILURE TO COMPLETE AND SUBMIT THIS FORM MAY RESULT IN THE PROPOSAL BEING REJECTED AS NON -RESPONSIVE, Reference Name Lianne Suarez Reference Address: 3700 W 12th Street, Hialeah, FL 33012 Reference Organization/Company: Indago Holdings, LLC Reference Title: Owner Reference Phone Number: 305 825 6588 Reference Email: liannesuarez@indagoresearch.org Comments NAI Miami 1 Fort Lauderdale has been a dependable partner in managing our building and handling leasing services. They respond quickly to maintenance and emergency issues, ensuring minimal disruption for tenants. Their leasing services are equally efficient, from processing new leases to managing renewals. The combination of their responsiveness and professionalism makes them an excellent choice for both building management and leasing. Reference Certification of Information By signing below, I certify that knowledge. Signature: Name and Title: Date: tated above is true and correct to the best of my t:2rc t /a • NIMiami 42 Fort Lauderdale PROPOSER REFERENCE FORM INSTRUCTIONS Proposers shall provide a minimum of three (3) references. Submitted references shall include the reference's name, address, phone number, any comments from the reference, and the reference's signature and date signed. The SEOPW CIA reserves the ability to contact submitted references. The reference provided below should be for one (1) reference and shall be completed by the reference, not the Proposer. FAILURE TO COMPLETE AF[D SUBMIT THIS FORM MAY RESULT IN THE PROPOSAL. BEING REJECTED AS NONRESPONSIVE, Reference Name Jennifer Garcia Reference Address: 40 NW 3rd Street, Miami, FL Reference Organization/Company: Court House Center Master Association Reference Title: Senior Protect & Property Manager Reference Phone Number: 305 373 6789 Reference Email: jgarcia@miamiparking.com Comments NAI Miami I Fort Lauderdale has consistently provided excellent building management and leasing services. They are quick to respond to both building maintenance needs and leasing inquiries, ensuring that everything runs smoothly. Whether it is a routine issue or an emergency, they manage matters efficiently and effectively. Their responsiveness and professionalism make them a dependable partner in managing the property. Reference Ce,ificatloof Information By signing below, I cify knowledge. Signature: Name and Title: Date: that all information stated above is true and correct to the best of my er Garcia, SeninrProject & Property Manager 3-21-2025 NAIMiami 43 Fort Lauderdale PROPOSER REFERENCE FORM INSTRUCTIONS Proposers shall provide a minimum of three (3) references. Submitted references shall include the reference's name, address, phone number, any comments from the reference, and the reference's signature and date signed. The SEOPW CRA reserves the ability to contact submitted references. The reference provided below should be for one (1) reference and shall be completed by the reference, not the Proposer. FAILURE TO COMPLETE AND SUBMIT THIS FORM MAY RESULT IN THE PROPOSAL BEING REJECTED AS NON -RESPONSIVE, Reference Name Gene Goldstein Reference Address: 244 Gano Street, Providence, RI 02906 Reference Organization/Company: Royal Gate Miami, LLC Reference Title: Manager Reference Phone Number: 401 862 8714 Reference Email: genegoldstein@gmail.com Comments I have been very satisfied with the building management and leasing services offered by NAI Miami I Fort Lauderdale. Their response time is always prompt, and they can address emergencies quickly without disrupting the overall operation of the building. Their leasing team is also very efficient, handling tenant inquiries and leasing renewals with great attention to detail. It is clear they take pride in providing high -quality service. Reference Certification of Information By signing below, I certify that all information stated above is true and correct to the best of my knowledge. Signature: Name and Title: Date: e e 3/11/2025 Goldstein-EugManager NAIMiami 44 Fort Lauderdale PROPOSER REFERENCE FORM INSTRUCTIONS Proposers shall provide a minimum of three (3) references. Submitted references shall include the reference's name, address, phone number, any comments from the reference, and the reference's signature and date signed. The SEOPW CRA reserves the ability to contact submitted references. The reference provided below should be for one (1) reference and shall be completed by the reference, not the Proposer. FAILURE TO COMPLETE AND SUBMIT THIS FORM MAY RESULT IN THE PROPOSAL BEING REJECTED AS NON -RESPONSIVE, Reference Name Art Noriega Reference Address: 444 SW 2nd Avenue, 10th Floor, Miami, FL 33130 Reference Organization/Company: City of Miami Reference Title: City Manager Reference Phone Number: 305 250 5400 Reference Email: anoriega@miami.gov Comments Reference Certification of Information By signing below, I certify that all information stated above is true and correct to the best of my Knowledge. REQUEST IN PROCESS. Signature: Name and Title: Date: NAIMiami 45 Fort Lauderdale Proposer's Qualifications NAI Miami 1 Fort Lauderdale has a deep understanding of working with municipal entities based on its 25+ years of experience. The firm has worked with the following governmental entities: Miami Parking Authority Since 2006 • Landlord Representation • Tenant Representation • Property Management • Construction Management • Consulting • Valuation Services 2. City of Miami DREAM Since 2014 • Tenant Representation • Emergency Real Estate Procurement • Shops of Marlins Park » LEASING ONLY 3. Southeast Overtown/Park West Since 2013 Community Redevelopment Agency • Redevelopment Services » Overtown Plaza • Landlord Representation • Property Management • Consulting Services • Eminent Domain Consulting 2019 — 2020 4. Village of Pinecrest, Florida • Landlord representation » Pinecrest Gardens 5. City of Miami Gardens, Florida • Successful RFP proposal for first city hall » Landlord for first city hall 2009 - 2014 NIMiami 46 Fort Lauderdale Proposer's Qualifications Our track record with governmental entities spans a wide range of services including landlord representation, tenant representation, construction management, property management, consulting services and valuations. It also has permitted the firm to understand and focus on the specialized governmental clients' needs and processes. Depending on the municipality or agency, the goals can range from a for profit opportunity, to assuring a fair market deal is obtained, to satisfying local community needs and goals. This has included redevelopment of a shopping center to bring an affordable grocer to a local food desert and providing local residents the opportunity to open their own businesses to serve the community. Another unique aspect of operating in public/private business relationships is adapting a private sector process to comply with the requirements of public process and the project cycles. Public entities have a higher standard than private entities to remain transparent, follow processes and protocol and obtain appropriate level approvals. These steps create unique situations which need to be addressed during the negotiation process including: 1. Advising all prospects their financial disclosures, business plans and other records submitted with their credit application are available to be obtained via Freedom of Information act request. 2. Advising all prospects that the lease terms and the entire lease are also public records available for any party to review. 3. The formal lease approval will occur only after the lease is fully negotiated and submitted to the approving governing board or commission which may take up to thirty (30) days or more to be added to the agenda and approved. With proper disclosures when interest is first identified and reasonable time expectations set, the process can be appropriately managed to yield a successful result of all stakeholders. NIMiami 47 Fort Lauderdale a) Preliminary Budget and Project Pro Forma • Fee Structure b) Requested Financial Information Preliminary Budget &Project Pro Forma Pricing Monthly Management Fees: On Site Personnel (One Property Manager & One Assistant Property Manager) One -Time Start Up Fee: $8,000.00 per month $11,250.00 per month estimated. Actual monthly charges will vary. Paid. Retail/Office/Commercial: Residential: New leases: 6.00% of base rent for primary term. Minimum: $1,000.00 Renewals: 3.00% of base rent for primary term* Minimum: $500.00 New leases: $800.00 per lease Renewals: $400.00 per lease Jobs Less Than Or Equal To $10,000.00 In Value: Jobs More Than $10,000.00 In Value: * Must be under current written lease. 8.00 % of Value TBD for a monthly fixed fee for the project's duration. A project pro -forma is available for inspection at the proposer's corporate office located at 9655 South Dixie Highway, Suite 300, Pinecrest FL 33156 between the hours of 9:00 AM - 6:00 PM. NAIMiami 49 Fort Lauderdale Requested Financial Information A current financial statement which includes a balance sheet, and a projected one-year income fiscal year for WLS, L.C. d/b/a NAI Miami I Fort Lauderdale is available for inspection at its corporate office located at 9655 South Dixie Highway, Suite 300, Pinecrest FL 33156 between the hours of 9:00 AM - 6:00 PM. NAI Miami 50 Fort Lauderdale RFP Required Forms 1///// a) Conflict of Interest Disclosure Form 1111111limmu„o mow„ -'- b) Scrutinized Companies Certification Pursuant to Florida Statues § 287.15\10.- c) Notification of Public Entity Crimes Law d) Notification of Public Records Law e) Drug -Free Workplace f) Non -Collusion Affidavit CONFLICT OF INTEREST DISCLOSURE FORM The award of this contract is subject to the provisions of Chapter 112, Florida Statutes. All Proposers must disclose within their Proposals: the name of any officer, director, or agent who is also an employee of Southeast Overtown/Park West Community Redevelopment Agency ("SEOPW CRA"). Furthermore, all Proposers must disclose the name of any SEOPW CRA employee who owns, directly, or indirectly, an interest of more than five percent (5%) in the Proposer's entity or any of its branches. The purpose of this disclosure form is to give the SEOPW CRA the information needed to identify potential conflicts of interest for evaluation team members and other key personnel involved in the award of this contract. The term "conflict of interest" refers to situations in which financial or other personal considerations may adversely affect, or have the appearance of adversely affecting, an employee's professional judgment in exercising any SEOPW CRA duty or responsibility in administration, management, instruction, research, or other professional activities. Please check one of the following statements and attach additional documentation if necessary: ✓ To the best of our knowledge, the undersigned firm has no potential conflict of interest due to any other Cities, Counties, contracts, or property interest for this Proposal. The undersigned entity, by attachment to this form, submits information which may be a potential conflict of interest due to other Cities, Counties, contracts, or property interest for this Proposal. Acknowledged by: W b/a NAI Miami I Fort Lauderdale Prme Auto YAgent Signature Jerelfiy)S. Larkin, CEO and Co -Chairman Authorized Agent Name and Title (Print or Type) March 12, 2025 Date NIMiami 52 Fort Lauderdale SCRUTINIZED COMPANIES CERTIFICATION PURSUANT TO FLORIDA STATUTES § 287.135 1, Jeremy S. Larkin , on behalf of WLS, L.C. d/b/a NAI Miami [Fort Lauderdale, Print Name and Title Proposer Name certify that WLS, L.C. d/b/a NAI Miami I Fort Lauderdale Proposer Name does not: 1. Participate in a boycott of Israel; and 2. Is not on the Scrutinized Companies that Boycott Israel List; and 3. Is not on the Scrutinized Companies with Activities in Sudan List; and 4. Is not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List; and 5. Has not engaged in business operations in Syria. Submitting a false certification shall be deemed a material breach of contract. The Southeast Overtown/ Park West Community Redevelopment Agency ("SEOPW CRA") shall provide notice, in writing, to the Proposer of the SEOPW CRA's determination concerning the false certification. The Proposer shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. If the Proposer does not demonstrate that the SEOPW CRA's determination of false certification was made in error, then the SEOPW CRA's shall have the right to terminate the contract and seek civil remedies pursuant to Florida Statutes § 287.135. Section 287.135, Florida Statutes, prohibits the SEOPW CRA's from: 1) Contracting with companies for goods or services in any amount if at the time of bidding on, submitting a proposal for, or entering or renewing a contract if the company is on the Scrutinized Companies that Boycott Israel List, created pursuant to Section 215.4725, F.S. or is engaged in a boycott of Israel; and 2) Contracting with companies, for goods or services over $1,000,000.00 that are on either the Scrutinized Companies with activities in the Iran Petroleum Energy Sector List, created pursuant to s. 215.473, or are engaged in business operations in Syria. NAI Miami 53 Fort Lauderdale As the person authorized to sign on behalf of the Proposer, I hereby certify that the company/entity identified above in the section entitled "Proposer Name" does not participate in any boycott of Israel, is not listed on the Scrutinized Companies that Boycott Israel List, is not listed on either the Scrutinized Companies with activities in the Iran Petroleum Energy Sector List, and is not engaged in business operations in Syria. I understand that pursuant to section 287.135, Florida Statutes, the submission of a false certification may subject the company to civil penalties, attorney's fees, and/or costs. I further understand that any contract with the SEOPW CRA for goods or services may be terminated at the option of the SEOPW CRA if the company is found to have submitted a false certification or has been placed on the Scrutinized Companies with Activities in Sudan list or the Scrutinized Companies with Activities ila'the ,Ir n Petroleum Energy Sector List. WAS, 1.7 d/b/a NAI Miami I Fort Lauderdale el r iJ IV AU f `• RIZED AGENT SIGNATURE Je; `y S. Larkin A V 6'RIZED AGENT NAME (PRINT OR TYPE) P ER NAME CEO and Co -Chairman TITLE Must be executed and returned with the submitted Proposal to be considered. NIMiami 54 Fort Lauderdale NOTIFICATION OF PUBLIC ENTITY CRIMES LAW Pursuant to Section 287.133, Florida Statutes, you are hereby notified that a person or affiliate who has been placed on the convicted contractors list following a conviction for a public entity crime may not submit a Bid/Proposal on a contract to provide any goods or services to a public entity, may not submit a Bid/Proposal on a contract with a public entity for the construction or repair of a public building or public work, may not submit Bids/Proposals on leases or real property to a public entity, may not be awarded or perform work as a contractor, supplier, sub -vendor, or consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017 [F.S.] for Category Two [$35,000.00] for a period of thirty-six (36) months from the date of being placed on the convicted contractors list. Acknowledged by: w Pr S,J Lit'Jd/b/a NAI Miami I Fort Lauderdale epos-► Au 'h f m Narne id -Agent Signature JeS. Larkin, CEO and Co -Chairman Authorized Agent Name and Title (Print or Type) March 12, 2025 Date NIMiami 55 Fort Lauderdale PUBLIC RECORDS LAW Notification of Public Records Law Pertaining to Public Contracts and Requests for Contractor Records Pursuant to Chapter 119, Florida Statutes Pursuant to Chapter 119, Florida Statutes, Contractor shall comply with the public records law by keeping and maintaining public records required by the Southeast Overtown/Park West Community Redevelopment Agency ("SEOPW CRA") to perform the service. Upon request from the SEOPW CRA custodian of public records, contract shall provide the SEOPW CRA 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 Chapter 119, Florida Statutes or as otherwise provided by law. Contractor shall 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 SEOPW CRA. Contractor upon completion of the contract, shall transfer, at no cost, to the SEOPW CRA all public records in possession of the Contractor or keep and maintain public records required by the SEOPW CRA to perform the service. If the Contractor transfers all public records to the SEOPW CRA 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 SEOPW CRA, upon request from the SEOPW CRA custodian of public records, in a format that is compatible with the information technology systems of the SEOPW CRA. IF THE AWARDED PROPOSER HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE AWARDED PROPOSER'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS, KIM PHAN, ESQ., AT THE SOUTHEAST OVERTOWN PARK WEST COMMUNITY REDEVELOPMENT AGENCY, 20 N. SWINTON AVE., SOUTHEAST OVERTOWN PARK WEST FLORIDA AND MAY BE CONTACTED BY PHONE AT (786) 616-8997 OR VIA EMAIL AT dchivertori(u?miamigov.com Acknowledged y: WLS, L.,b/a NAI Miami 1 Fort Lauderdale Propo Author in Name ilent Signature JereylSLarkin, CEO and Co -Chairman Author' d' Agent Name and Title (Print or Type) March 12, 2025 Date Miami 56 Fort Lauderdale DRUG -FREE WORKPLACE WLS, L.C. d/b/a NAI Miami I Fort Lauderdale is a drug -free workplace and has (Proposer/Firm Name) a substance abuse policy in accordance with and pursuant to Section 440.102, Florida Statutes. Acknowledged by: WL01, .d/b/a NAI Miami I Fort Lauderdale Pro irm Name ,p Autl�`1 fed Agent Signature Jeri S. Larkin, CEO and Co -Chairman Authorized Agent Name and Title (Print or Type) March 12, 2025 Date NIMiami 57 Fort Lauderdale NON -COLLUSION AFFIDAVIT STATE OF FLORIDA COUNTY OF MIAMI-DADE Before me, the undersigned authority, personally appeared Jeremy S. Larkin duly sworn, deposes and says of his/her personal knowledge that: a. He / She is Authorized Agent of WLS, L.C. d/b/a NAI Miami 1 Fort Lauderdale, the Proposer that has submitted a Proposal to perform work for the following: RFP No.: 2025-01 Title: CEO and Co -Chairman , who, after being by me first b. He / She is fully informed respecting the preparation and contents of the attached Request for Proposals, and of all pertinent circumstances respecting such Solicitation. Such Proposal is genuine and is not a collusive or sham Proposal. c. Neither the said Proposer nor any of its officers, partners, owners, agents, representatives, employees, or parties in interest, including this afflant, has in any way colluded, conspired, connived, or agreed, directly or indirectly, with any other Proposer, firm, or person to submit a collusive or sham Proposal in connection with the Solicitation and contract for which the attached Proposal has been submitted or to refrain from proposing in connection with such Solicitation and contract, or has in any manner, directly or indirectly, sought by agreement or collusion or communication or conference with any other Proposer, firm, or person to fix the price or prices in the attached Proposal or any other Proposer, or to fix any overhead, profit, or cost element of the Proposal price or the Proposal price of any other Proposer, or to secure through any collusion, conspiracy, connivance, or unlawful agreement any advantage against the Southeast Overtown Park West Community Redevelopment Agency or any person interested in the proposed contract. iI! d. The price or prices quoted In the attached Proposal are fair and proper an aflt tainted by any collusion, conspiracy, connivance, or unlawful agreement on the part of the Proposer pr a y & its agents, representatives, owners, employees, or parties in interest, including this affiant. PI Subscribed and sworn to (or affirmed) before me this _I 7 day of , who is <personally known t m as identificati SEAL Notary Signature Notary Name: -if (1k , )Ct C ,`TO/In Notary Public (State): rfny t_Ci` n My Commission No: ii- i- L( X-5 Li Z— ) Expires on: ti % 2 Z / Ze a7 r i . .: 4:p , Francheska Castano it _:: r= Comm,: HFI 483425 V.. Expires; Jan. 22, 2028 `'�'+?t i r ; " Notary Public - Stale of Ftod Authorized Agent Signature 20 a'S, by or who has produced roil! Miami 58 Fort Lauderdale su.•• ;% M °*'#, Exhibits a) Addendum No. 2 b) Addendum No. 1 c) RFP for SEOPW CRA Residential Properties Christine King Board Chair James D. McQueen Executive Director SOUTHEAST OVERTOWN / PARK WEST COMMUNITY REDEVELOPMENT AGENCY REQUEST FOR PROPOSALS SEOPW CRA PROPERTY MANAGEMENT SERVICES RFP NO: 2025-01 ISSUE DATE: Wednesday, February 19, 2025 Addendum No. 2 TO: ALL PROSPECTIVE PROPOSERS: The following are changes to the original Request for Proposals published, in this case, updating the Proposal Submission deadline and drop-off location (Main page, Section II, Section C, and Section VI). *NOTE: Any proposals submitted at 1490 NW 3rd Ave, Suite 106, Miami, FL 33136 will be considered, and you do not need to submit another proposal. 1. Main Page ISSUE DATE Wednesday, February 19th, 2025 VOLUNTARY PRE -PROPOSAL MEETING Wednesday, February 26th, 2025, 11:OOAM EST QUESTION SUBMITTAL DEADLINE Wednesday, March 5th, 2025, 5:OOPM EST PROPOSAL SUBMISSION DEADLINE Wednesday, March 261-2th, 2025, 3:0OPM EST SOUTHEAST OVERTOWNTARK WEST COMMUNITY REDEVELOPMENT AGENCY 819 NW 2"d Avenue, PI Floor I Miami, FL 33136 (305) 679-6800 I www.seopwcra.com 60 Christine king Board Chair RFP OVERVIEW Jame, D. McQueen E.yecutiae Director RFP Issued Wednesday, February 19th, 2025 Pre -Proposal Meeting Date and Location Attendance is VOLUNTARY and recommended but is not mandatory. is Wednesday February 26th, 2025, at 11:00AM EST In person at: The Office of the City Clerk City of Miami 3500 Pan American Drive Miami, FL 33133 Southeast Overtown Park West SEOPW CRA 1160 NW b' Avenue, Suite 106 Miami, FL 33136 Question Submittal Deadline Wednesday; March 5, 2025, at 5:00PM EST Questions must be submitted in writing via email to: David Chiverton, Administrator dchivertonc miamigov_com Proposal Submission Due Date and Location Wednesday, March 26, 2025,.at 3:00PM EST Drop -Off or Mail Proposals to: The Office of the City Clerk City of Miami 3500 Pan American Drive Miami, FL 33133 Southeast OvertownlPark West SEOPW CRA Attention_ David Chiverton 1100 NW 3'd Avenue, Suite 106, Miami; FL 33136 SOUTHEAST OVERTOWN PARK WEST COMMUNITY REDEVELOPMENT AGENCY 819 NW 2f11 Avenue, 3°' Floor Miami, FL 33136 (305) 679-6800 1 w w w seopwera..cont 61 Christine King Board Chair James D. McQueen Executive Director SOUTHEAST OVERTOWN / PARK WEST CONIlVIUNITY REDEVELOPMENT AGENCY REQUEST FOR PROPOSALS SEOPW CRA PROPERTY MANAGEMENT SERVICES RFP NO: 2025-01 ISSUE DATE: Wednesday, February 19, 2025 Addendum No. 1 TO: ALL PROSPECTIVE PROPOSERS: The following are changes to the original Request for Proposals published, in this case, removing property to the subject properties (Section III) and updating the Proposal Submission due date (Section C) of the RFP. 1. SUBJECT PROPERTIES: 1_ 155 NW 10th Street 2_ Town Park Plaza North, 1990. NW 4th Court 3. Twin Homes, 1900 N.W_ 2nd Court 4. St. Johns Church Building. a Office Building, 2 wry b. Mixed use, retail/apartments c_ Church building d School building 5. Lyric Point b. Black Police Precinct Museuni.480 NW llth St. 7. and other acquired properties in the future 2. Proposal Submission Due Date: EST. Proposal Submission Location: CRA Office END OF ADDENDUM 9-unit apartment 23 condominium units 1 duplex 4 units 2 retail units_ 2 apartments Retail — Sublease and manaEement Museum Wednesday, March 512, 2025, by 3:00PM Southeast Ov ertowafPark West SEOPW 1490 NW 3'd Avenue, Suite 106, Miami, FL 33136 All attachments (if any) are available on the SEOPW CRA website at: www.seopwcra.com. SOUTHEAST OVERTOWN/PARK WEST COMMUNITY REDEVELOPMENT AGENCY 819 NW 2°d Avenue, 3rd Floor 1 Miami, FL 33136 (305) 679-6800 1 www.seopwcra.com 62 SOUTHEAST OVERTOWN/PARK WEST COMMUNITY REDEVELOPMENT AGENCY (SEOPW CRA) REQUEST FOR PROPOSAL (RFP) SEOPW CRA NO. 2025-01 PROPERTY MANAGEMENT SERVICES FOR SEOPW CRA-OWNED RESIDENTIAL PROPERTIES ISSUE DATE Wednesday, February 19th, 2025 VOLUNTARY PRE -PROPOSAL MEETING Wednesday, February 26th, 2025, 11:OOAM EST QUESTION SUBMITTAL DEADLINE Wednesday, March 5th, 2025, 5:OOPM EST PROPOSAL SUBMISSION DEADLINE Wednesday, March 12th, 2025, 3:OOPM EST CONTACT DAVID CHIVERTON, ADMINISTRATOR - OVERTOWN BUSINESS RESOURCE CENTER SOUTHEAST OVERTOWN/PARK WEST COMMUNITY REDEVELOPMENT AGENCY dchiverton@miam igov.com 786-616-8997 63 Table of Contents I. INVITATION 3 II. RFP OVERVIEW .,.4 III. PROPERTY INFORMATION 5 IV. PROPERTY MANAGEMENT SERVICES 7 V. PROPOSER'S MINIMUM QUALIFICATION AND EXPERIENCE REQUIREMENTS AND PROPOSAL SUBMITTAL REQUIREMENTS 9 VI. EVALUATION AND SELECTION 15 VII. GENERAL TERMS AND CONDITIONS 17 VIII. DISCLOSURE AND DISCLAIMERS 20 64 I. INVITATION The Southeast Overtown/Park West Community Redevelopment Agency ("SEOPW CRA") is seeking proposals from qualified providers specializing in leasing and management of affordable residential rental properties, including single-family homes, multi -family homes, and apartments, to provide property management services for SEOPW CRA-owned affordable residential rental properties ("Property Management Services"), more specifically described in Article III and Article IV of this RFP. Any submitted Proposal must clearly address and contain all items and forms requested. The SEOPW CRA reserves the right to accept any Proposal deemed to be in the best interest of the SEOPW CRA, to waive any minor irregularities, scrivener's errors, omissions, deviations, andlor technicalities in any Proposal(s), or to reject any or all Proposal(s), and to re -advertise for new Proposal(s). Proposers are advised that Proposals submitted with irregularities, omissions, errors, deviations, and/or technicalities that, at the sole discretion of the SEOPW CRA, do not meet the minimum requirements of the RFP, may result in a non -responsive determination. Proposers will not be given the opportunity to cure any irregularity, omission, error, deviation, and/or technicality. It is at the sole discretion of the SEOPW CRA to waive or not waive any irregularity, omission, error, deviation, and/or technicality. The SEOPW CRA is vested by the State of Florida pursuant to its powers under Florida Statutes, Chapter 163, Part III, the Community Redevelopment Act of 1969 as amended, with the authority to request proposals for the redevelopment of any area within its District to effectuate redevelopment pursuant to the goals and objectives of the SEOPW CRA Redevelopment Plan. Proposals will be evaluated based on the procedures and criteria stated within Article VI of this RFP. The SEOPW CRA intends to negotiate an Agreement for Property Management Services upon the award of this RFP to a Proposer that best satisfies the evaluation criteria, and the selection of that Proposer is deemed to serve in the best interest of the SEOPW CRA. Proposers are required to submit one (1) original hard copy of their full Proposal in a hard cover binder, "Request for Proposals SEOPW CRA No. 2025-01, Property Management Services for SEOPW CRA- Owned Residential Properties. All Proposals shall be delivered (mailed or hand -delivered) to the SEOPW CRA at: Southeast Overtown/Park West SEOPW CRA — 1490 NW 3rd Avenue, Suite 106, Miami, FL 33136 Phone: (786) 616-8997 The responsibility for submitting a Proposal at the correct location on or before the stated time and date is solely and strictly that of the Proposer. The SEOPW CRA is not responsible for any delayed, late, misdelivered, or non -delivered Proposal(s), no matter the cause. 65 II. RFP OVERVIEW RFP Issued Wednesday, February 19th, 2025 Pre -Proposal Meeting Date and Location Attendance is VOLUNTARY and recommended but is not mandatory. is Wednesday February 26th, 2025, at 11:OOAM EST In person at: Southeast Overtown Park West SEOPW CRA - 1490 NW 3' Avenue, Suite 106, Miami, FL 33136 Question Submittal Deadline Wednesday, March 5, 2025, at 5:OOPM EST Questions must be submitted in writing via email to: David Chiverton, Administrator_ dchiverton(a7,miamigov.com Proposal Submission Due Date and Location Wednesday, March 12, 2025, at 3:OOPM EST Drop -Off or Mail Proposals to: Southeast Overtown/Park West SEOPW CRA Attention: David Chiverton - 1490 NW 3rd Avenue, Suite 106, Miami, FL 33136 Evaluation Committee TBD SEOPW CRA Board Meeting TBD • The SEOPW CRA reserves the right to advance or delay the above scheduled dates. • Mailed Proposals will be considered timely when received by the SEOPW CRA at the stated Location on or before the stated Due Date. All Proposals will be timestamped by the SEOPW CRA when received. Proposals not received by the SEOPW CRA by the Due Date at the stated Location shall not be reviewed or considered by the SEOPW CRA. BROADCAST All documents related to this RFP, including any addenda, can be obtained from the SEOPW CRA's website www.seopwcra.com. Proposers who obtain solicitation information from sources other than those named above are cautioned that the RFP package may be incomplete and incomplete Proposal submittals may be deemed non -responsive by the SEOPW CRA. The SEOPW CRA is not responsible for errors and omissions occurring in the transmission or downloading of any documents, addenda, plans, or specifications from these websites. 66 CONTACT PERSON Any questions regarding the RFP documents and/or solicitation process must be submitted in writing to David Chiverton, Administrator at dchivertown@miamigov.com. Questions must be received prior to the Question Submittal Deadline. Oral explanations, information, and instructions shall not be considered binding on the SEOPW CRA. All prospective Proposers are encouraged to independently verify the accuracy of any information provided. Neither the SEOPW CRA nor any of its agents or employees shall be responsible for the accuracy of any oral information provided to any Proposer. 67 III. PROPERTY INFORMATION The SEOPW CRA plays an active role in addressing and meeting the affordable housing needs of the current and projected population within the SEOPW CRA District. The SEOPW CRA owns residential rental properties including single-family homes, multi -family homes, and apartments, which are available to individuals, families, and seniors that the SEOPW CRA aims to keep affordable for the long-term. The properties for which the Successful Proposer will be providing Property Management Services, hereinafter known as the Subject Properties, are described below, including any applicable rental restrictions. SUBJECT PROPERTIES: 1. 155 NW 10th Street 2. Town Park Plaza North, 1990 NW 4th Court 3. Twin Homes, 1900 N.W. 2nd Court 4. St. John's Church Buildings a. Office Building, 2 story b. Mixed use, retail/apartments c. Church building d. School building 5. Lyric Point 6. Black Police Precinct Museum,480 NW llth St. 7. and other acquired properties in the future 9-unit apartment 23 condominium units 1 duplex 4 units 2 retail units, 2 apartments Retail — Sublease and management Museum 68 IV. PROPERTY MANAGEMENT SERVICES A. Objective The SEOPW CRA intends to enter into a Property Services Management Agreement (Agreement) with a provider specializing in the leasing and management of affordable residential rental properties, including single family homes, multi -family homes, and apartments. The Property Management Services will assist in furthering the goals and objectives of the SEOPW CRA, particularly the SEOPW CRA's goals and objectives that support affordable housing initiatives, as contained in the SEOPW CRA's Redevelopment Plan. Proposers must propose Property Management Services for all the Subject Properties to be considered responsive by the SEOPW CRA. B. Property Services Agreement (Agreement) The Agreement will be negotiated between the Successful Proposer (a Proposer who is awarded an Agreement by the SEOPW CRA Board) and the SEOPW CRA. The specifications, terms, and conditions of the Agreement will be subject to the mutual written agreement of both parties. Subject to SEOPW CRA Board approval, the term of the Agreement between the SEOPW CRA and the Successful Proposer will be for an initial five (5) year period and may be renewed for up to one (1) additional five (5) period thereafter, subject to the mutual written agreement of both parties. Expenses incurred by the SEOPW CRA as the Property Owner during the term of the Agreement, including, but not limited to property insurance, real estate taxes, legal fees, etc., will be paid by the Successful Proposer (Lessee). C. Lessee's/Successful Proposer's Responsibilities The responsibilities of the Lessee include, but are not limited to, the following: To manage and maintain units, advertise units, to lease units, to perform screening of prospective tenants in conformance with SEOPW CRA policies, to prepare leases, to execute new leases, to renew and/or cancel existing leases, to collect rents and deposits, to institute and prosecute actions and recover possession of leased units and rents due and/or to settle, compromise, or reinstate tenancies when in the best interest of the SEOPW CRA, to hire, discharge, and pay all administrators, janitors, and other employees, to make all necessary repairs and replacements in a timely manner, to enter in all agreements for utility services, supplies, and maintenance, to pay all related repair, replacement, maintenance, and utility bills, maintain ongoing contracts for security, monthly pest control, landscaping, elevator (if applicable), and fire inspections, to manage and maintain operating account for expenses and use all funds collected pursuant to the Agreement, to provide quarterly financial and property reports, to pay property taxes and property insurance (the Lessor shall pay as the Property Owner and shall be reimbursed by the Lessee), to have an employee available 24 69 hours a day, seven (7) days a week during the entirety of the term of the Agreement, to establish procedures for tenant complaints and requests, to notify the SEOPW CRA of all paid invoices that are paid on behalf of the SEOPW CRA as the Owner of the Subject Properties. The Lessee's Responsibilities will be more particularly described within the Agreement between the Successful Proposer and the SEOPW CRA. D. Lessor's/Property Owner'sISEOPW CRA's Responsibilities The responsibilities of the Lessor include, but are not limited to the following: To refer prospective tenants who contact the SEOPW CRA to the Lessee, to provide Lessee with copies of all current lease agreements that will be assigned to the Lessee, to provide Lessee with keys and access to units, to provide Lessee with copies of warranties and contracts related to the Subject Properties, to maintain and pay for property insurance on Subject Properties and pay property taxes for the Subject Properties (which shall be reimbursed to the Lessor by the Lessee). The Lessor's Responsibilities will be more particularly described within the Agreement between the Successful Proposer and the SEOPW CRA. E. Assignment of Existing Leases The existing lease agreements between the SEOPW CRA and any current tenants, or between the current property management provider (on behalf of the SEOPW CRA) and any current tenants, shall be assigned to the Lessee/Successful Proposer during the term of the Agreement. THIS SECTION IS INTENTIONALLY BLANK. 70 V. PROPOSER'S MINIMUM QUALIFICATION AND EXPERIENCE REQUIREMENTS AND PROPOSAL SUBMITTAL REQUIREMENTS The following information and documents must be submitted with each Proposal. Failure to provide any of the information or documents, or failure to provide the information in the required format, may be cause for determination that the Proposer is non -responsive, at the sole and absolute discretion of the SEOPW CRA. Proposals deemed non -responsive may be disqualified, rejected, and receive no further consideration at the sole and absolute discretion of the SEOPW CRA. Proposers must submit all documents and forms as required- fully completed and signed. Proposers shall prepare their Proposal utilizing the same format as outlined below in Article V, Section B, Proposal Submission Format. Each Proposal must contain a "Table of Contents" and each item listed within the Table of Contents must be separated by labelled tabbed divider. The Proposer shall submit one (1) original hard copy of the full Proposal containing in a hard cover binder, and one (1) electronic, searchable .pdf file of the full Proposal on a USB drive. Double -sided printing is permitted, provided that the Proposal complies with the format set forth in Article V, Section B, Proposal Submission Format. Do not include additional information not requested in this RFP, unless specified in an Addendum. Proposers are not to submit any information in response to this RFP that has not been specifically requested or which the Proposer considers confidential. Submission of any confidential information will be deemed a waiver of any confidentiality or other such protection, which would otherwise be available to the Proposer, except as specifically permitted under the State of Florida Statutes. The submission of such documentation may adversely affect the evaluation of the Proposal by the Evaluation Committee. This RFP requires the use and submission of specific SEOPW CRA forms. The SEOPW CRA forms shall not be expanded or altered. Failure to utilize the SEOPW CRA's forms will result in the rejection of the Proposal as non- responsive at the sole and absolute discretion of the SEOPW CRA. The SEOPW CRA reserves the right to validate any and all information submitted by a Proposer. At its sole and absolute discretion, the SEOPW CRA may disqualify any Proposer if the SEOPW CRA determines that their Proposal does not sufficiently document qualifications and experience. Further, at its sole and absolute discretion, the SEOPW CRA may request and require that additional information be provided by a Proposer. The Proposal must be manually and duly signed by an authorized agent with an original signature in full. Anyone signing the Proposal as an agent, must submit evidence of signature authority with it. Proposers understand that submitting a Proposal to this RFP does not constitute an agreement between the SEOPW CRA and the Proposer. Proposer has no contract right or expectation by submitting to the SEOPW CRA a response to this RFP. The following describes the information that must be provided to the SEOPW CRA in order for the SEOPW CRA to considera Proposal. Failure of the non-profit entity to provide any of the information or failure to provide the information in the required format may be cause for the SEOPW CRA to reject the Proposal. The SEOPW CRA retains the right at its sole and absolute discretion to reject any Proposal that does not meet the requirements of this RFP. 71 A. Proposal Requirements 1. Table of Contents: The Table of Contents should follow in sequential order as specified in Article V, Section B, Proposal Submission Format. All pages of the Proposal must be consecutively numbered and correspond to the Table of Contents. 2. Proposer's Information: Proposers shall complete and submit the Proposal Acknowledgment Form provided in Article IX, Required Forms. 3. Narrative: Proposers shall include a general introduction statement, and a brief overview and description of the non-profit entity. In addition, Proposers shall provide a thorough explanation of its qualifications and experience managing similar affordable residential rental properties and why it is the most qualified to provide the required Property Management Services to the SEOPW CRA. 4. Proposal` Proposals shall include a thorough explanation of the Property Management Services that the Proposer will provide to the SEOPW CRA and for the Subject Properties. Proposals shall also include a thorough explanation of how the Proposer intends to provide the Property Management Services and fulfill the Lessee's Responsibilities. Proposers should include all information they believe would be beneficial for the Evaluation Committee to consider when reviewing the Proposer's Proposal. 5. Qualifications of the Proposer: Proposers shall be licensed and authorized to conduct business in the State of Florida for the last five (5) years under its current business name (current business name means the actual official name on file with the State of Florida of the entity submitting the Proposal). Proposers shall provide the necessary documentation to support the above. Additionally, Proposers shall provide the following information within their Proposal: • Description of the Proposer's entity, including the legal organizational structure and copies of appropriate certifications and licenses. • Provide a copy of its City of Miami Business Tax Receipt. 72 • The full name, address, and phone number of the Proposer. Additionally, a complete list of the Proposer's Board of Directors including names, addresses and phone numbers and the name of the Proposer's Executive Director. If the Proposer is affiliated with another entity, please provide a statement representing the nature of the affiliation along with the other entity's name, address, phone number, and a listing of that entity's Board of Directors, • Proposers must make available for inspection at its place of business, a current (audited, if available) financial statement which includes a balance sheet, a three-year statement of past income, and a projected one-year income statement for the current fiscal year for the Proposer (and its parent entity if it is a subsidiary). Tax returns may be substituted for financial statements. Information regarding any legal or administrative actions, past or pending, that might impact the capacity of the Proposer to provide the required Property Management Services must be disclosed. • Proposer must submit a detailed disclosure of any prior or pending bankruptcies and legal and/or administrative actions which occurred during the past ten (10) yearswith the Proposal including case style, case number, where case was filed, nature of the case, and case disposition status. Note: The Successful Proposer must provide their own work facilities and support staff to provide the required Property Management Services for the term of the Agreement. Note: The Successful Proposer must have sufficient insurance coverage in types and amounts, as required and approved by the SEOPW CRA, to be in force at the time the Agreement takes effect, and the Successful Proposer must maintain the insurance for the term of the Agreement. The SEOPW CRA shall be named as an additional insured on all applicable policies. 6. Experience of the Proposer: Proposers MUST have a minimum of five (5) years of experience as a Property Manager specializing in the leasing and management of affordable residential rental properties, including single-family homes, multi -family homes, and apartments. Proposers shall provide the following information concerning the relevant experience of the Proposer as a Property Manager of affordable residential properties, including experience leasing and managing residential properties for seniors and residential properties with leasing restrictions, and the Proposer's Key Employees who will be directly involved in executing the Property Management Services: • Information on the Proposer's Key Employees, which shall include leasing agents, management personnel, and an onsite resident manager, and what these Key Employees' roles and responsibilities will be as they relate to the Subject Properties. If Key Employees have not been selected, Proposers must describe its method of selection and general approach to the hiring and development of the Key Employees as it relates to the Subject Properties. • Information on any Sub -Consultants that the Proposer has or will have a contract with, other than the employees of the Proposer, who assist in the performance of the Property Management Services required under this RFP. 73 • Proposers shall provide a minimum of three (3) examples of existing affordable residential rental properties under their ownership and/or management, similar in size, scope, and complexity as the Subject Properties described in this RFP. Submitted examples shall include the name and address of the property, years under the Proposer's ownership or management, a brief description of the property, including number of units, number of residents, and any rental restrictions, and a brief description of the services provided by the Proposer. • Proposers shall provide a minimum of three (3) references. Submitted references shall include the reference's name, address, phone number, any comments from the reference, and the reference's signature and date signed. The SEOPW CRA reserves the ability to contact submitted references. 7. Financial Information: Proposers shall provide a preliminary budget and project pro forma for the proposed Property Management Services. The Proposer must provide a copy of its most recent financial statements, which shall include a current (audited, if available) financial statement, a balance sheet, and a projected one- year income statement for the current fiscal year for of the Proposer and their partner(s), if applicable. The SEOPW CRA reserves the right to conduct its own research, investigation, background checks, and credit checks on the proposing entity, and its officers, agents, and representatives. B. Proposal Submission Format Proposers shall prepare and submit their Proposals in the format below. Failure to comply with this format may result in the Proposal being deemed non -responsive. All original hardcopy Proposal submissions shall be bound in a hard cover binder and tabbed, and all electronic Proposal submissions need to be in bookmarked and searchable .pdf file format on a USB drive. To ensure that all Proposals can be evaluated on an equitable basis, this RFP requires each Proposer to provide the required information in a prescribed format and organization. Required Proposal Submission Format: o Table of Contents o Proposer's Information • Proposal Acknowledgement Form o Narrative o Proposal o Qualifications of the Proposer • All information requested as listed in Article V, Section A of this RFP. o Experience of the Proposer • All information requested as listed in Article V, Section A of this RFP. • Property Reference Forms (minimum of three (3)) • Proposer Reference Form (minimum of three (3)) o Financial Information • Preliminary Budget and Project Pro Forma • Requested Financial Information 74 o RFP Required Forms ■ Conflict of Interest Disclosure Form ■ Scrutinized Companies Certification Pursuant to Florida Statutes § 287.135 ■ Notification of Public Entity Crimes Law ■ Notification of Public Records Law ■ Drug -Free Workplace ■ Non -Collusion Affidavit C. Proposal Submission Due Date and Location A complete Proposal for this RFP shall be delivered (by hand or via mail) in accordance with the following: Proposal Submission Due Date: Wednesday, March 5, 2025, by 3:OOPM EST. Proposal Submission Location: Southeast Overtown/Park West SEOPW CRA Office 1490 NW 3rd Avenue, Suite 106, Miami, FL 33136 Proposals must be submitted in a sealed package and clearly marked on the outside with: RFP SEOPW CRA NO. 2025-01 PROPERTY MANAGEMENT SERVICES FOR SEOPW CRA-OWNED RESIDENTIAL PROPERTIES Proposals received at any other location than the aforementioned, or after the Proposal Submission Due Date, shall be deemed non -responsive, and shall not be considered. The responsibility for submitting a Proposal at the correct location before the stated Due Date is solely and strictly that of the Proposer. The SEOPW CRA is not responsible for any delayed, late, misdelivered, or non -delivered Proposal(s), no matter the cause. Proposals not received by the SEOPW CRA by the Due Date at the stated Location shall not be reviewed or considered by the SEOPW CRA and will be returned to the Proposer unopened. D. Additional Submittal Guidelines It is the policy of the SEOPW CRA that as a condition of award of an Agreement, the Successful Proposer and all sub-consultants/sub-contractors obtain a City of Southeast Overtown Park West Business Tax Receipt. It is the sole responsibility of Proposers to supply copies of all required Business Tax Receipts. 75 E. Changes/Modifications/Alterations to Submitted Proposals A Proposer may submit a modified Proposal to replace all or any portion of a previously submitted Proposal or withdraw a Proposal at any time prior to the Proposal Submission Due Date. All modifications or withdrawals shall be made in writing to David Chiverton, Administrator, via email at dchiverton@miamigov.com. OralNerbal modifications are prohibited, and they will be disregarded. Written modifications will not be accepted after the Proposal Submission Due Date. The SEOPW CRA will only consider the latest version of the Proposal. THIS SECTION IS INTENTIONALLY BLANK. 76 VI. EVALUATION AND SELECTION A. Evaluation and Selection Procedures Sealed proposals may be submitted to the Southeast OvertownlPark West SEOPW CRA Office 1490 NW 3rd Avenue, Suite 106, Miami, FL 33136 until 3:00PM EST on Wednesday. March 12th, 2025. SEOPW CRA Staff will open the Proposals immediately after that time and review them for responsiveness and compliance with submission requirements, including verification that each Proposal includes all information, documentation, and forms required. SEOPW CRA Staff is responsible for the review of all Proposals for responsiveness before distributing them to the Evaluation Committee. However, responsiveness determinations may be made at any time prior to contract reward. Proposers are advised that Proposals submitted with irregularities, omissions, errors, deviations, and/or technicalities that, at the sole discretion of the SEOPW CRA, do not meet the minimum requirements of the RFP, may result in a non -responsive determination. Proposers will not be given the opportunity to cure any irregularity, omission, error, deviation, and/or technicality. It is at the sole discretion of the SEOPW CRA to waive or not waive any irregularity, omission, error, deviation, and/or technicality. At any time during the evaluation process, the SEOPW CRA may conduct any investigations, inquiries, or any other action it deems necessary to fairly review a Proposal. The SEOPW CRA will establish an Evaluation Committee to review and score all responsive Proposals in accordance with the requirements of this RFP and criteria listed below. The Evaluation Committee will determine whether a Proposer is responsible, has the capacity to fully perform the Property Management Services as stated in this RFP, and has the integrity and reliability that will ensure good faith performance. SEOPW CRA Staff will calculate the total score for each responsive Proposal reviewed and scored by the Evaluation Committee. The Evaluation Committee may shortlist Proposers deemed the most highly qualified to perform the required Property Management Services and ask those Proposers to hold brief oral presentations at a later date. After oral presentations with the shortlisted Proposers, the Evaluation Committee will re- evaluate and re -score the Proposals, in conjunction with the oral presentations. SEOPW CRA Staff will calculate the final score for each shortlisted Proposer and finalize the composite scores. Please note that the Evaluation Committee does not need to request oral presentations. For this reason, each Proposer should ensure that its Proposal contains all the information and documentation requested in this RFP. The final scores will be forwarded to the SEOPW CRA Executive Director. If the SEOPW CRA Executive Director determines that there are any scoring irregularities, errors, deviations, technicalities, or any issue that may result in unfair scoring of the proposals, the SEOPW CRA Executive Director, in her sole and absolute direction, may request that the Evaluation Committee reconvene and rescore the Proposals. After which, the SEOPW CRA Executive Director will place the RFP onto a SEOPW CRA Board meeting agenda and the SEOPW CRA Board will have the following options: a) Accept the Evaluation Committee's scores and the SEOPW CRA Board may elect to award one (1) Agreement to one (1) Proposer that covers Property Management Services for all the Subject Properties; or 77 b) Reject the Evaluation Committee's scores and select the Proposer that the SEOPW CRA Board believes will serve in the SEOPW CRA's best interests; or c) Cancel the RFP at any time, and/or reject all submitted Proposals, and/or direct SEOPW CRA Staff to re- issue the RFP. The SEOPW CRA reserves the right to negotiate such terms and conditions with the Successful Proposer as it is determined to be in the SEOPW CRA's best interest, which is determined at the SEOPW CRA's sole and absolute discretion. In the event a contract is not negotiated to the SEOPW CRA's satisfaction, the SEOPW CRA may abandon such negotiations, and at its sole and absolute discretion, may commence negotiations with the next ranked Proposer. However, the SEOPW CRA is under no obligation to enter or continue contract negotiations with any Proposer. All Proposers should be familiar with the requirements of Florida Statutes Chapter 163.380 to which this solicitation is subject. Any and all decisions by the SEOPW CRA to modify the schedule described herein, to request additional information from Proposers, to reject insufficient or unclear Proposals, to formulate an objective point system for review, to form the Evaluation Committee, to calculate the scores of the proposals, to negotiate an agreement, to abandon negotiations, to approve an agreement, etc., shall be at the SEOPW CRA's sole and absolute discretion. The SEOPW CRA reserves its right to cancel this RFP at any time, and/or reject all submitted Proposals, and/or re -issue the RFP. Submittal of a Proposal to this solicitation on the part of any and all Proposers constitutes acceptance of this policy. B. Evaluation Criteria Proposals have the possibility to receive a total maximum of 100 points. Proposals will be reviewed and scored by the Evaluation Committee according to the following requirements and respective weight: REQUIREMENTS POINTS Qualifications the Proposer (including References) 25 Points Experience of the Proposer (including References) 35 Points Proposer's Narrative 15 Points Proposer's Proposal 25 Points 100 Total Points 78 VII. GENERAL TERMS AND CONDITIONS A. Inspection of Site Any interested party may arrange, by appointment, to visit the Subject Properties that will require the Property Management Services that are the subject of this RFP. Please contact David Chiverton, Administrator, at (786) 616-8997 or via email: dchivertonRmiamigov.com to schedule an appointment. Potential Proposers should carefully examine the Subject Properties before submission of a Proposal and make all necessary investigations to inform themselves thoroughly as to all difficulties involved in the completion of all services required pursuant to the mandates and requirements of this RFP. No plea of ignorance of conditions or difficulties that may hereafter exist, or of conditions or difficulties that may be encountered in the execution of the Property Management Services pursuant to the Proposal as a result of failure to make the necessary examinations and investigations, will be accepted as an excuse for a failure or omission on the part of the Successful Proposer to fulfill, in every detail, all of the requirements, as defined in the subsequent Agreement, nor will they be accepted as a basis for any claims whatsoever for extra compensation or for an extension of time. B. Cone of Silence/No Lobbying As to any matter relating to this RFP, any Proposer, team member, or anyone representing a Proposer is advised that they are prohibited from contacting or lobbying the SEOPW CRA Chair, any SEOPW CRA Commissioner, SEOPW CRA Staff, or any other person working on behalf of the SEOPW CRA on any matter related to or involved with this RFP. For purposes of clarification, a Proposer's representatives shall include, but not be limited to, the Proposer's employees, partners, attorneys, officers, directors, consultants, lobbyists, or any actual or potential subcontractor or consultant of the Proposer and the Proposer's team. There will be an opportunity for inquiries to be made of SEOPW CRA Staff during the scheduled Voluntary Pre -Proposal Meeting. All inquiries must be in writing and directed to the Administrator, David Chiverton at (dchiverton@miamigov.com). Any violation of this condition may result in rejection and/or disqualification of the Proposer. This "Cone of Silence/No Lobbying" is in effect from the date of issuance of this RFP and shall terminate at the time the SEOPW CRA Board selects a Proposer and awards an Agreement, rejects all Proposals, or otherwise acts which ends the solicitation process. C. Questions Questions and inquiries concerning this RFP and the specifications contained herein shall be submitted in writing via email to David Chiverton, Administrator, at dchiverton(cr�miamigov.com no later than Monday, May 15, 2023, 5:00 PM EST. Late or misdelivered questions may not receive a response in a subsequent addendum. Any discrepancies, errors, or ambiguities in the RFP or addendum (if any) should also be reported in writing. If applicable, the SEOPW CRA will issue a written addendum to the RFP clarifying such conflicts or ambiguities. It is agreed that any such alleged discrepancies, errors, or omissions will not be construed against the drafting party. 79 SEOPW CRA Staff will issue responses to timely received questions and any other clarifications the SEOPW CRA deems necessary via written addendum prior to the Proposal Submission Due Date. Proposers should not rely on any representations, statements, or explanations other than those made in this RFP and in any written addendum to this RFP. Oral explanations, information and instructions shall not be considered binding on the SEOPW CRA. Neither the SEOPW CRA nor any of its agents or employees shall be responsible for the accuracy of any oral information provided to any Proposer. Where there appears to be conflict between the RFP and any addendum issued, the last addendum issued shall prevail. Any issued addendum will only be made available on the SEOPW CRA webpage, www.seopwcra.com. It is the Proposer's sole responsibility to ensure its review and receipt of all addendum(s). D. Agreement Terms and Conditions Proposers should note that certain provisions contained within a potential Agreement with the SEOPW CRA are non-negotiable. These include, without limitation, applicability, and compliance with applicable laws (e.g., Federal Statutes, State Statutes, County and City Codes), venue, hold harmless, duty to defend, indemnity and insurance, and cancellation for convenience or due to lack of funding by the SEOPW CRA. E. Award of Agreement An Agreement may be awarded to the Successful Proposer for the Project by the SEOPW CRA Board. The SEOPW CRA reserves the right to execute or not execute, as applicable, an Agreement with the Successful Proposer, when it is determined to be in the SEOPW CRA's best interest. The SEOPW CRA does not represent that any award will be made. The award and execution of an Agreement shall comply with the SEOPW CRA's Purchasing Policies, and the terms and specifications stated herein. F. Unauthorized Work The Successful Proposer shall not begin work until the SEOPW CRA issues a written Notice to Proceed ("NTP"). Such NTP shall constitute the SEOPW CRA's authorization to begin work. Any unauthorized work performed by the Successful Proposer, prior to receiving the NTP, or during the term of the Agreement, shall be deemed non-compensable by the SEOPW CRA. The Successful Proposer shall not have any recourse against the SEOPW CRA for prematurely performing any unauthorized work. G. Sub-Contractor(s)/Sub-Consultant(s) For purposes of this RFP, the terms "Sub -Consultant" and "Sub -Contractor" are used interchangeably. A Sub -Consultant or Sub -Contractor is any individual, firm, entity, or organization, other than the employees of the Proposer, who has or will have a contract with the Proposer to assist in the performance of the Property Management Services required under this RFP. A Sub - Consultant shall be paid directly by the Proposer and shall not be paid directly by the SEOPW CRA. The Proposer must clearly identify in its Proposal the Sub -Consultants to be utilized to perform the Property Management Services. The SEOPW CRA retains the right to accept or reject any Sub 80 Consultant proposed in accordance with Article V, "Proposer's Minimum Qualification and Experience Requirements and Proposal Submittal Requirements," or proposed prior to execution of the Agreement. All liabilities regarding the use of a Sub -Consultant shall be borne solely by the 81 Successful Proposer, and insurance for each Sub -Consultant must be approved by the SEOPW CRA and maintained in good standing throughout the duration of the Agreement. Neither the Successful Proposer nor any of its Sub -Consultants are considered employees, partners, affiliates, or agents of the SEOPW CRA. Failure to list all Sub -Consultants and provide the required information may disqualify any unidentified Sub -Consultants from performing work under this RFP. Proposers shall include in their Proposal the requested Sub -Consultant information. H. Insurance The SEOPW CRA reserves the right to ensure and require that the insurance coverages provided by the Successful Proposer are proper and that the insurers are licensed or otherwise qualified to do business in the State of Florida. If at any time during the term of the Agreement, the SEOPW CRA should determine that it is in its best interests to insist on an alternative insurance provider, it may do so, and the Successful Proposer agrees to comply with the SEOPW CRA's decision. The SEOPW CRA also reserves the right to review, modify, or amend any required coverages, limits, and endorsements during the life of a contract and any extensions thereof. The SEOPW CRA further reserves the right, but not the obligation, to review and reject any insurer providing coverage on the firms' behalf because of the insurer's poor financial condition or due to the insurer's failure to operate legally in the State of Florida. I. Protest A recommendation for award or rejection of award may be protested by a Proposer through filing a type -written protest with the SEOPW CRA office. The Proposer shall file its type -written protest with the SEOPW CRA, Monday through Friday, between the hours of 8:00 AM EST and 5:00 PM EST, excluding legal holidays. Protests shall contain the name, address, and phone number of the petitioner, name of the petitioner's representative (if any), and the title and number of the solicitation. Additionally, the protest shall be signed by an authorized agent of the Proposer and notarized. The protest shall specifically describe the subject matter, facts giving rise to the protest, and the action requested from the SEOPW CRA. The protest shall be limited to 15 type -written pages. The written protest must be received within three (3) business days from the time of initial posting of the intended award. Notice of Intent to Award shall be posted on the SEOPW CRA's website, www.seopwcra.com. Failure to file a timely formal written protest within the period specified shall constitute a waiver by the Proposer of all rights of protest. The letter of protest shall be accompanied by a non-refundable protest application fee of five thousand dollars ($5,000). The protest application fee must be a cashier's check, a certified check, or an attorney's trust account check made payable to the City of Miami Southeast Overtown/Park West Community Redevelopment Agency. Failure to provide the required protest application fee shall deem the protest as incomplete and invalid. THIS SECTION IS INTENTIONALLY BLANK. 82 VIII. DISCLOSURE AND DISCLAIMERS This RFP is being issued by the SEOPW CRA. As more fully set forth in this RFP, any action taken by the SEOPW CRA in response to Proposals made pursuant to this RFP, or in making any award or failure or refusal to make any award pursuant to such Proposals, or in any cancellation of award, or in any withdrawal or cancellation of this RFP, either before or after issuance of an award, shall be without any liability or obligation on the part of the SEOPW CRA. In its sole and absolute discretion, the SEOPW CRA may withdraw this RFP either before or after receiving Proposals, may accept or reject Proposals, and may accept Proposals which deviate from this RFP. In its sole discretion, the SEOPW CRA may determine the qualifications and acceptability of any Proposer submitting Proposals in response to this RFP. Following submission of a Proposal, the Proposer agrees to promptly deliver such further details, information and assurances including, but not limited to, financial and disclosure data, relating to the Proposal and/or the Proposer, including the Proposer's affiliates, officers, directors, shareholders, partners and employees, as requested by the SEOPW CRA. The information contained herein is provided solely for the convenience of Proposers. It is the responsibility of a Proposer to assure itself that the information contained herein is accurate and complete. Neither the SEOPW CRA, nor its representatives, provide any assurances as to the accuracy of any information in this RFP. Any reliance on the contents of this RFP, or on any communications with SEOPW CRA representatives shall be at each Proposer's own risk. Proposers should rely exclusively on their own investigations, interpretations and analyses in connection with this matter. This RFP is being provided by the SEOPW CRA without any warranty or representations, express or implied, as to its content, accuracy or completeness, and no Proposer or other party shall have recourse to the SEOPW CRA if any information herein contained shall be inaccurate or incomplete. No warranty or representation is made by the SEOPW CRA that any proposal conforming to these requirements will be selected for consideration, negotiation or approval. The SEOPW CRA shall have no obligation or liability with respect to this RFP, or the evaluation and selection, and award processes contemplated hereunder. The SEOPW CRA does not warrant or represent that any award or recommendation will be made as a result ofthe issuance of this RFP. All costs incurred by a Proposer in preparing and responding to this RFP are the sole responsibility of the Proposer. Any recipient of this RFP who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer and agrees to be bound by the terms hereof. Any Proposal submitted pursuant to this RFP is at the sole risk and responsibility of the Proposer by submitting such a Proposal. This RFP is made subject to correction of errors, omissions, or withdrawal without notice. Information contained in the RFP is for guidance only and each recipient hereof is cautioned and advised to independently verify all of such information. In the event of any differences between this Disclosure and Disclaimers and the balance of the RFP, the provisions of this Disclosure and Disclaimers shall govern. The SEOPW CRA reserves the right to select the Proposal which, in the opinion and sole discretion of the SEOPW CRA, will be in the best interest and/or most advantageous to the SEOPW CRA. The SEOPW CRA reserves the right to waive any irregularities and technicalities and may, at its discretion, request re -submittal of Proposals. All expenses in preparing the Proposal and any re -submittals shall be borne by the Proposer. The SEOPW CRA and the Proposer will be bound only if and when a Proposal, as it may be modified, 83 is approved and accepted by the SEOPW CRA, and the applicable agreements pertaining thereto are approved, 84 executed and delivered by the Successful Proposer to the SEOPW CRA, and then only pursuant to the terms of the agreements executed by the Proposer and the SEOPW CRA. All or any responses to this RFP may be accepted or rejected by the SEOPW CRA for any reason, or for no reason, without any resultant liability to the SEOPW CRA. The SEOPW CRA is governed by the Sunshine Law and the Public Records Law of the State of Florida and all Proposals and supporting data shall be subject to disclosure as required by such laws. All Proposals shall be submitted in sealed form and shall remain confidential to the extent permitted by the Public Record Law until the date and time selected for opening responses. THIS SECTION IS INTENTIONALLY BLANK. 85 IX, REQUIRED FORMS The forms listed below must be completed by an official having legal authorization to contractually bind the Proposer and must be submitted with the Proposal. Each signature represents a binding commitment upon the Proposer to provide the goods and/or services stated within this RFP and the Proposer's Proposal to the SEOPW CRA if the Proposer is awarded an Agreement and an Agreement is successfully negotiated and executed. Proposal Acknowledgement Form Conflict of Interest Disclosure Form Scrutinized Companies Certification Pursuant to Florida Statutes § 287.135 Notification of Public Entity Crimes Law Notification of Public Records Law Drug -Free Workplace Non -Collusion Affidavit Property Reference Form Proposer Reference Form 86 PROPOSAL ACKNOWLEDGEMENT FORM The Proposer hereby acknowledges and affirms to the contents of this RFP, its response thereto, including without limitation, all addenda have been read, understood, and agreed to by assigning and completing the spaces provided below: A. RFP Addendum Acknowledgment Addendum No. 1, Dated Addendum No. 2, Dated Addendum No. 3, Dated Addendum No. 4, Dated Addendum No. 5, Dated B. The undersigned certifies that they are authorized to sign for the Proposer. C. The undersigned certifies that any and all information contained in response to this RFP is true and correct. D. THE EXECUTION OF THIS FORM CONSTITUTES THE UNEQUIVOCAL OFFER OF PROPOSER TO BE BOUND BY THE TERMS OF ITS PROPOSAL, FOR NOT LESS THAN 90 DAYS, AND THE PROPOSER'S UNEQUIVOCAL OFFER TO BE BOUND BY THE TERMS AND CONDITIONS SET FORTH IN THIS SOLICITATION. FAILURE TO SIGN THIS SOLICITATION WHERE INDICATED, BY AN AUTHORIZED AGENT, SHALL RENDER THE PROPOSAL NON -RESPONSIVE. THE SEOPW CRA MAY, HOWEVER, IN ITS SOLE DISCRETION, ACCEPT ANY PROPOSAL THAT INCLUDES AN EXECUTED DOCUMENT WHICH UNEQUIVOCALLY BINDS THE PROPOSER TO THE TERMS OF ITS PROPOSAL. RFP SEOPW CRA NO. 2025-01: PROPERTY MANAGEMENT SERVICES FOR SEOPW CRA-OWNED RESIDENTIAL PROPERTIES Proposer's Name: Federal Employer Identification Number: Principal Business Address: Mailing Address: Telephone Number(s): Fax Number(s): Email Address: Authorized Agent Name and Title: Signature of Authorized Agent Date: 87 CONFLICT OF INTEREST DISCLOSURE FORM The award of this contract is subject to the provisions of Chapter 112, Florida Statutes. All Proposers must disclose within their Proposals: the name of any officer, director, or agent who is also an employee of Southeast Overtown/Park West Community Redevelopment Agency ("SEOPW CRA"). Furthermore, all Proposers must disclose the name of any SEOPW CRA employee who owns, directly, or indirectly, an interest of more than five percent (5%) in the Proposer's entity or any of its branches. The purpose of this disclosure form is to give the SEOPW CRA the information needed to identify potential conflicts of interest for evaluation team members and other key personnel involved in the award of this contract. The term "conflict of interest" refers to situations in which financial or other personal considerations may adversely affect, or have the appearance of adversely affecting, an employee's professional judgment in exercising any SEOPW CRA duty or responsibility in administration, management, instruction, research, or other professional activities. Please check one of the following statements and attach additional documentation if necessary: To the best of our knowledge, the undersigned firm has no potential conflict of interest due to any other Cities, Counties, contracts, or property interest for this Proposal. The undersigned entity, by attachment to this form, submits information which may be a potential conflict of interest due to other Cities, Counties, contracts, or property interest for this Proposal. Acknowledged by: Proposer Name Authorized Agent Signature Authorized Agent Name and Title (Print or Type) Date 88 SCRUTINIZED COMPANIES CERTIFICATION PURSUANT TO FLORIDA STATUTES § 287.135 I, , on behalf of Print Name and Title Proposer Name certify that does not: Proposer Name 1. Participate in a boycott of Israel; and 2. Is not on the Scrutinized Companies that Boycott Israel List; and 3. Is not on the Scrutinized Companies with Activities in Sudan List; and 4. Is not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List; and 5. Has not engaged in business operations in Syria. Submitting a false certification shall be deemed a material breach of contract. The Southeast Overtown/ Park West Community Redevelopment Agency ("SEOPW CRA") shall provide notice, in writing, to the Proposer of the SEOPW CRA's determination concerning the false certification. The Proposer shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. If the Proposer does not demonstrate that the SEOPW CRA's determination of false certification was made in error, then the SEOPW CRA's shall have the right to terminate the contract and seek civil remedies pursuant to Florida Statutes § 287.135. Section 287.135, Florida Statutes, prohibits the SEOPW CRA's from: 1) Contracting with companies for goods or services in any amount if at the time of bidding on, submitting a proposal for, or entering or renewing a contract if the company is on the Scrutinized Companies that Boycott Israel List, created pursuant to Section 215.4725, F.S. or is engaged in a boycott of Israel; and 2) Contracting with companies, for goods or services over $1,000,000.00 that are on either the Scrutinized Companies with activities in the Iran Petroleum Energy Sector List, created pursuant to s. 215.473, or are engaged in business operations in Syria. 89 As the person authorized to sign on behalf of the Proposer, I hereby certify that the company/entity identified above in the section entitled "Proposer Name" does not participate in any boycott of Israel, is not listed on the Scrutinized Companies that Boycott Israel List, is not listed on either the Scrutinized Companies with activities in the Iran Petroleum Energy Sector List, and is not engaged in business operations in Syria. 1 understand that pursuant to section 287.135, Florida Statutes, the submission of a false certification may subject the company to civil penalties, attorney's fees, and/or costs. I further understand that any contract with the SEOPW CRA for goods or services may be terminated at the option of the SEOPW CRA if the company is found to have submitted a false certification or has been placed on the Scrutinized Companies with Activities in Sudan list or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. PROPOSER NAME AUTHORIZED AGENT SIGNATURE AUTHORIZED AGENT NAME (PRINT OR TYPE) TITLE Must be executed and returned with the submitted Proposal to be considered. 90 NOTIFICATION OF PUBLIC ENTITY CRIMES LAW Pursuant to Section 287.133, Florida Statutes, you are hereby notified that a person or affiliate who has been placed on the convicted contractors list following a conviction for a public entity crime may not submit a Bid/Proposal on a contract to provide any goods or services to a public entity, may not submit a Bid/Proposal on a contract with a public entity for the construction or repair of a public building or public work, may not submit Bids/Proposals on leases or real property to a public entity, may not be awarded or perform work as a contractor, supplier, sub -vendor, or consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017 [F.S] for Category Two [$35,000.00] for a period of thirty-six (36) months from the date of being placed on the convicted contractors list. Acknowledged by: Proposer/Firm Name Authorized Agent Signature Authorized Agent Name and Title (Print or Type) Date 91 PUBLIC RECORDS LAW Notification of Public Records Law Pertaining to Public Contracts and Requests for Contractor Records Pursuant to Chapter 119, Florida Statutes Pursuant to Chapter 119, Florida Statutes, Contractor shall comply with the public records law by keeping and maintaining public records required by the Southeast Overtown/Park West Community Redevelopment Agency ("SEOPW CRA") to perform the service. Upon request from the SEOPW CRA custodian of public records, contract shall provide the SEOPW CRA 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 Chapter 119, Florida Statutes or as otherwise provided by law. Contractor shall 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 SEOPW CRA. Contractor upon completion of the contract, shall transfer, at no cost, to the SEOPW CRA all public records in possession of the Contractor or keep and maintain public records required by the SEOPW CRA to perform the service. If the Contractor transfers all public records to the SEOPW CRA 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 SEOPW CRA, upon request from the SEOPW CRA custodian of public records, in a format that is compatible with the information technology systems of the SEOPW CRA. IF THE AWARDED PROPOSER HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE AWARDED PROPOSER'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS, KIM PHAN, ESQ., AT THE SOUTHEAST OVERTOWN PARK WEST COMMUNITY REDEVELOPMENT AGENCY, 20 N. SWINTON AVE., SOUTHEAST OVERTOWN PARK WEST FLORIDA AND MAY BE CONTACTED BY PHONE AT (786) 616-8997 OR VIA EMAIL AT dchiverton(miamigov.com Acknowledged by: Proposer/Firm Name Authorized Agent Signature Authorized Agent Name and Title (Print or Type) Date 92 DRUG -FREE WORKPLACE is a drug -free workplace and has (Proposer/Firm Name) a substance abuse policy in accordance with and pursuant to Section 440.102, Florida Statutes. Acknowledged by: Proposer/Firm Name Authorized Agent Signature Authorized Agent Name and Title (Print or Type) Date 93 NON -COLLUSION AFFIDAVIT STATE OF COUNTY OF Before me, the undersigned authority, personally appeared , who, after being by me first duly sworn, deposes and says of his/her personal knowledge that: a. He / She is of , the Proposer that has submitted a Proposal to perform work for the following: RFP No.: Title: b. He / She is fully informed respecting the preparation and contents of the attached Request for Proposals, and of all pertinent circumstances respecting such Solicitation. Such Proposal is genuine and is not a collusive or sham Proposal. c. Neither the said Proposer nor any of its officers, partners, owners, agents, representatives, employees, or parties in interest, including this affiant, has in any way colluded, conspired, connived, or agreed, directly or indirectly, with any other Proposer, firm, or person to submit a collusive or sham Proposal in connection with the Solicitation and contract for which the attached Proposal has been submitted or to refrain from proposing in connection with such Solicitation and contract, or has in any manner, directly or indirectly, sought by agreement or collusion or communication or conference with any other Proposer, firm, or person to fix the price or prices in the attached Proposal or any other Proposer, or to fix any overhead, profit, or cost element of the Proposal price or the Proposal price of any other Proposer, or to secure through any collusion, conspiracy, connivance, or unlawful agreement any advantage against the Southeast Overtown Park West Community Redevelopment Agency or any person interested in the proposed contract. d. The price or prices quoted in the attached Proposal are fair and proper and are not tainted by any collusion, conspiracy, connivance, or unlawful agreement on the part of the Proposer or any of its agents, representatives, owners, employees, or parties in interest, including this affiant. Authorized Agent Signature Subscribed and sworn to (or affirmed) before me this day of 20_, by , who is personally known to me or who has produced as identification. SEAL Notary Signature Notary Name: Notary Public (State): My Commission No: Expires on: 94 PROPERTY REFERENCE FORM INSTRUCTIONS Proposers shall provide a minimum of three (3) examples of existing affordable residential rental properties under their ownership and/or management, similar in size, scope, and complexity as the Subject Properties described in this RFP. Submitted examples shall include the name and address of the property, years under the Proposer's ownership or management, a brief description of the property, including number of units, number of residents, and any rental restrictions, and a brief description of the services provided by the Proposer. The reference provided below should be for one (1) property reference. FAILURE TO COMPLETE AND SUBMIT THIS FORM MAY RESULTJN THE PROPOSAL BEING REJECTED AS NON -RESPONSIVE. Name of Property: Property Address: Property Owner/ Contact Information: Years Under Proposer's Ownership or Management: Brief Description of the Property: Brief Description of the Property Management Services Provided by Proposer: Compensation Received: Proposer's Certification of Informati n By signing below, I certify that all information stated above is true and correct to the best of my knowledge. Authorized Agent Signature: Authorized Agent Name and Title: Date: 95 PROPOSER REFERENCE FORM INSTRUCTIONS Proposers shall provide a minimum of three (3) references. Submitted references shall include the reference's name, address, phone number, any comments from the reference, and the reference's signature and date signed. The SEOPW CRA reserves the ability to contact submitted references. The reference provided below should be for one (1) reference and shall be completed by the reference, not the Proposer. FAILURE TO COMPLETE AND SUBMIT THIS FORM MAY RESULT IN THE PROPOSAL BEING REJECTED AS NON -RESPONSIVE, Reference Name Reference Address: Reference Organization/Company: Reference Title: Reference Phone Number: Reference Email: Comments Reference Certification of Information By signing below, I certify that all information stated above is true and correct to the best of my knowledge. Signature: Name and Title: Date: 96 Jeremy S. Larkin CEO and Co -Chairman +1 786 260 0402 jlarkin@naimiami.com