HomeMy WebLinkAbout25840AGREEMENT INFORMATION
AGREEMENT NUMBER
25840
NAME/TYPE OF AGREEMENT
SEOPW CRA & WLS, L.C., DBA/NAI MIAMI I FORT
LAUDERDALE
DESCRIPTION
PROFESSIONAL SERVICES AGREEMENT/PROVIDE
PROPERTY MANAGEMENT SERVICES RFP 25-01/FILE ID:
17656/C RA-R-25-0026
EFFECTIVE DATE
October 1, 2024
ATTESTED BY
TODD B. HANNON
ATTESTED DATE
11/24/2025
DATE RECEIVED FROM ISSUING
DEPT.
12/8/2025
NOTE
PROFESSIONAL SERVICES AGREEMENT
PROPERTY MANAGEMENT SERVICES
THIS PROFESSIONAL SERVICES AGREEMENT ("Agreement") is entered into as of this
day of OC-TO , Mt 242-5r ("Effective Date") by and between the SOUTHEAST
OVERTOWN/PARK WEST COMMUNITY REDEVELOPMENT AGENCY, a public body
corporate and politic created pursuant to Section 163.356, Florida Statutes, with a principle address of 819
N.W. 2ndAvenue, 3rd Floor, Miami, Florida 33136 ("SEOPW CRA"), and WLS, L.C., D/B/A NAI MIAMI
FORT LAUDERDALE, a Florida limited liability company, inclusive of its wholly owned subsidiary
NAI Miami Property Management, LLC, a Florida limited liability company, both having a principal place
of business at 9655 South Dixie Highway, Suite #300, Miami, Florida 33156 ("Provider") (collectively, the
"Parties"),
RECITALS
WHEREAS, the SEOPW CRA is a community redevelopment agency created pursuant to Chapter
163, Florida Statutes, and is responsible for carrying out community redevelopment activities and projects
within its redevelopment area ("Redevelopment Area") in accordance with the 2018 Updated Southeast
Overtown/Park West Redevelopment Plan (the "Plan"); and
WHEREAS, the SEOPW CRA currently owns,_andL_orleases,-and-manages the -over -all -operation,
repair and maintenance of certain properties ("Subject Properties"), as described in Exhibit "A," attached
and incorporated hereto; and
WHEREAS, the SEOPW CRA desires to enter into a Professional Services Agreement for
Property Management Services, Leasing Services, Sales Services and other real estate related matters with
a company experienced in the leasing and management of commercial affordable residential rental
properties, including single-family homes, multi -family homes, and apartments, as well as commercial
buildings, and other real estate properties currently owned or acquired in the future; and
WHEREAS, on February 19, 2025, the SEOPW CRA advertised Request for Proposals No. 2025-
01 Property Management Services for SEOPW CRA-Owned Residential Properties ("RFP 25-01"),
attached and incorporated hereto as Exhibit "B," to select a property management services company for the
full -service management of the Subject Properties, including, but not limited to, leasing, accounting,
financial statement preparation, rent billing and collection, and payment of operating expenses ("Provider's
Management Services"); and
WHEREAS, in accordance with RFP 25-01, the Provider submitted its proposal ("Proposal"),
expressing the desired capability, willingness and expertise to perform the Provider's Management
Services, pursuant to RFP 25-01 and the City of Miami's ("City") requirements; and
WHEREAS, on June 17, 2025, the Board of Commissioners of the SEOPW CRA passed and
adopted Resolution No. CRA-R-25-0026, authorizing the Executive Director to negotiate and execute this
Agreement with the Provider on the terms and conditions set forth herein; and
NOW, THEREFORE, in consideration of the mutual covenants and promises herein contained,
SEOPW CRA and the Provider agree as follows:
TERMS
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1. RECITALS. The recitals are true and correct and are hereby incorporated into and made
a part of this Agreement.
2. CONTRACT DOCUMENTS. The following documents are incorporated into and made
a part of this Agreement (collectively, the "Contract Documents"):
a. SEOPW CRA RFP 25-01, attached and incorporated hereto as "Exhibit B,"
and Provider's Proposal, dated March 26, 2025, attached and incorporated
thereto;
b. Scope of Provider's Management Services and Fee Structure, attached and
incorporated hereto as "Exhibit C"; and
c. Any additional documents relating hereunder.
3. TERM. The term of this Agreement shall commence on the Effective Date written above
for an initial five (5) year period with an option for renewal for up to one (1) additional five (5) year period
thereafter, subject to a mutual written agreement ("Initial Term"). Following the Initial Term, this
Agreement shall revert to a month -to -month Term -basis, until terminated by either party.
4. SCOPE OF SERVICES.
a. Provider agrees to provide the services as specifically described in Exhibit "C,"
Scope of Provider's Management Services and Fee Structure, attached and incorporated hereto.
b. The Provider agrees that it will not retain the services of sub-consultants/sub-
contractors, other than NAI Miami Property Management, LLC, a Florida limited liability company,
without obtaining the prior approval of the SEOPW CRA, which may be withheld in the SEOPW CRA's
sole, but reasonable discretion. Notwithstanding the SEOPW CRA's approval rights hereunder, Provider
acknowledges and covenants that it shall be responsible for all services performed by its sub-
consultants/sub-contractors to the same extent as if Provider had provided said services.
5. COMPENSATION.
a. Provider's Fee and Limits. The amount of compensation payable by the SEOPW
CRA to Provider shall be a lump sum not to exceed fee, based on the rates and schedules established in
Exhibit "C," attached and incorporated hereto, provided, however, that in no event shall the total amount
of compensation paid to Provider for Management Fees' by the SEOPW CRA exceed Ninety -Six Thousand
Dollars and Zero Cents ($96,000.00) or Eight Thousand Dollars and Zero Cents ($8,000.00) per month in
a given fiscal year, unless explicitly approved by action of the Board of Commissioners of the SEOPW
CRA, the Executive Director, and put into effect by written amendment to this Agreement. The SEOPW
CRA shall not have any liability, nor will the Provider have any recourse against the SEOPW, for any
compensation, payment, costs, fees or charges exceeding the amount of compensation defined in the
Proposal which is Exhibit B of this Agreement.
b. Invoice. The Provider shall send a monthly invoice to the SEOPW CRA, which shall
be accompanied by a sufficient progress report of services rendered pursuant to Exhibit "C," any report
and/or summary prepared pursuant to Exhibit "C," and any other supporting documentation required by the
SEOPW CRA and in sufficient detail, to constitute a "Proper Invoice" as defined by Section 218.72(8),
Florida Statutes, and to allow a proper audit of expenditures, should the SEOPW CRA require one to be
performed. The Provider shall not submit more than one (1) request for payment month. Failure to provide
The scope of the Proposal includes payments for management fees, leasing commissions, project management,
reimbursement of wages and the reimbursement of costs. The dollar limitation in this paragraph applies solely to
management fees.
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requested reports and supporting documentation as requested by the SEOPW CRA shall result in funds
being withheld until the Provider has complied with this provision.
c. Method of Payment. All payments due hereunder shall be made within thirty (30)
days after receipt of Provider's invoice.
6. PERFORMANCE OF SERVICES. The Provider shall provide all required labor,
supervision, materials, equipment, tools, transportation, services and expertise necessary for the provision
of Provider's Management Services. Provider shall perform its services in accordance with that degree of
care and skill ordinary exercised by reputable members of its profession. At its own expense, Provider
will procure, maintain in effect and comply with all permits, licenses and other governmental and
regulatory approvals required to be obtained by Provider for the provision of its services set forth in
Exhibit "C" to be performed on the Subject Properties, as listed in Exhibit "A." Further, Provider
represents and warrants that:
a. Provider possesses all qualifications, licenses and expertise required
in the provision of its services, including but not limited to full qualification
and good standing to do business in the State of Florida with personnel fully
licensed, as may be required by law;
b. Provider is not delinquent in the payment of any sums due to the
City, including payment of permit fees, local business taxes, or in the
performance of any obligations to the City;
c. all personnel assigned to perform work at the Subject Properties shall
be, at all times during the term hereof, fully qualified and trained to perform
the tasks assigned to each;
d. the Provider's Management Services will be performed in the
manner as described in the Contract Documents for the budgeted amounts,
rates and schedules; and
e. any party executing this Agreement on behalf of the Provider is duly
authorized to execute same and fully bind Provider as a party to this
Agreement.
7. AUDIT RIGHTS. The SEOPW CRA may, at reasonable times, and for a period of up to
three (3) years following the date of final payment by the SEOPW CRA to Provider under this Agreement,
audit, or cause to be audited, those books and records of Provider which are related to Provider's
performance under this Agreement. Provider agrees to maintain all such books and records at its principal
place of business for a period of three (3) years after final payment is made under this Agreement.
8. AWARD OF AGREEMENT. Provider represents and warrants to the SEOPW CRA that
it has not employed or retained any person or company employed by the SEOPW CRA to solicit or secure
this Agreement and that it has not offered to pay, paid, or agreed to pay any person any fee, commission,
percentage, brokerage fee, or gift of any kind contingent upon or in connection with, the award of this
Agreement.
9. OWNERSHIP OF DOCUMENTS AND MATERIALS. Provider understands and
agrees that any information, document, report or any other material whatsoever which is given by the
SEOPW CRA to Provider, or which is otherwise obtained or prepared by Provider pursuant to or under the
terms of this Agreement is and shall at all times remain the property of the SEOPW CRA. The Provider
agrees not to use any such information, document, report or material for any other purpose whatsoever
without the written consent of the SEOPW CRA, which may be withheld or conditioned by the SEOPW
CRA in its sole discretion.
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Upon termination of this Agreement for any reason whatsoever, Provider shall promptly return to
the SEOPW CRA originals or copies of any and all records, files, notes, contracts, renderings, memoranda,
reports, work product and similar items and any manuals, drawings, sketches, plans, tape recordings,
computer programs, disks, flash drives, and other physical representations of any information relating to
the SEOPW CRA or to the business of the SEOPW CRA provided however that Provider shall have no
obligation to return or destroy any such information that may be contained on its disaster recovery backups
or that is otherwise not readily accessible.
10. PUBLIC RECORDS.
a. Provider understands that the public shall have access, at all reasonable times, to
all documents and information pertaining to the SEOPW CRA contracts, subject to the provisions of
Chapter 119, Florida Statutes, and agrees to allow access by the SEOPW CRA and the public to all
documents subject to disclosure under applicable law. Provider's failure or refusal to comply with the
provisions of this section shall result in the immediate termination of this Agreement by the SEOPW CRA.
b. Contractor shall additionally comply with Section 119.0701, Florida Statutes,
including without limitation: (1) keep and maintain public records that ordinarily and necessarily would be
required by the SEOPW CRA to perform this service; (2) provide the public with access to public records
on the same terms and conditions as the SEOPW CRA would at the cost provided by Chapter 119, Florida
Statutes, or as otherwise provided by law; (3) ensure that public records that are exempt or confidential and
exempt from disclosure are not disclosed except as authorized by law; (4) meet all requirements for
retaining public records and transfer, at no cost, to the SEOPW CRA all public records in its possession
upon termination of this Agreement and destroy any duplicate public records that are exempt or confidential
and exempt from disclosure requirements; and, (5) provide all electronically stored public records that must
be provided to the SEOPW CRA in a format compatible with the SEOPW CRA's information technology
systems. Notwithstanding the foregoing, Contractor shall be permitted to retain any public records that
make up part of its work product solely as required for archival purposes, as required by law, or to evidence
compliance with the terms of the Agreement.
c. Should Provider determine to dispute any public access provision required by
Florida Statutes, then Provider shall do so at its own expense and at no cost to the SEOPW CRA. IF THE
PROVIDER HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119,
FLORIDA STATUTES, TO THE PROVIDER'S DUTY TO PROVIDE PUBLIC RECORDS
RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS
AT 305-679-6800, smanrique@miamigov.com, and 819 N.W. rd Avenue, 3`'d Floor, Miami, Florida
33136.
11. COMPLIANCE WITH FEDERAL, STATE AND LOCAL LAWS. Provider
understands that agreements between private entities and local governments are subject to certain laws and
regulations, including laws pertaining to public records, conflict of interest, record keeping, etc. SEOPW
CRA and Provider agree to comply with and observe all applicable federal, state and local laws, rules,
regulations, codes and ordinances, as may be amended from time to time.
12. SPECIFIC PERFORMANCE. In the event of breach of this Agreement by the SEOPW
CRA, Provider may only seek specific performance of this Agreement and any recovery shall be limited to
the amount set forth in Sections 4(a) of this Agreement. In no event shall the SEOPW CRA be liable to
Provider for any additional compensation, other than that provided herein, or for any consequential or
incidental damages, or attorney's fees.
13. LIMITATION OF LIABILITY. No officer, employee, agent, or principal, whether
disclosed or undisclosed, of the SEOPW CRA shall have any personal liability with respect to any of the
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provisions of this Agreement. Any liability of the SEOPW CRA under this Agreement shall be subject to
the limitations imposed by Section 768.28, Florida Statutes.
14. INDEMNIFICATION. Provider shall indemnify, defend and hold harmless the SEOPW
CRA, the City of Miami, its officials, employees and agents (collectively referred to as "Indemnities")
from and against any and all loss, costs, penalties, fines, damages, claims, expenses (including attorney's
fees), causes of action, or liabilities (collectively referred to as "Liabilities") arising out of, resulting from,
or in connection with: (i) the performance or non-performance contemplated by this Agreement which is
or is alleged to be directly or indirectly caused, in whole or in part, by any act, omission, default or
negligence (whether active or passive) of Provider or its employees, agents or sub-consultants/sub-
contractors (collectively referred to as "Provider"); (ii) the failure of Provider to comply with any of the
paragraphs here; (iii) the failure of Provider to conform to statutes, ordinances, or other regulations or
requirements of any governmental authority, federal or state, in connection with the performance of this
Agreement; or (iv) the defense of any such claim or in the investigation thereof. Provider expressly agrees
to indemnify and hold harmless the Indemnities, or any of them, from and against all Liabilities which may
be asserted by an employee or former employee of Provider, or any of its sub-consultants/sub-contractors,
as provided above, for which Provider's liability to such employee or former employee would otherwise be
limited to payment under state Workers' Compensation or similar laws. The Indemnification shall survive
the cancellation or expiration of the Agreement. If, in the reasonable judgment of the SEOPW CRA,
prevailing conditions warrant the provision by Provider of additional liability insurance coverage or
coverage which is different in kind, the SEOPW CRA reserves the right to require the provision byJ rovider
of an amount of coverage different from the amounts or kind previously required and shall afford written
notice of such change in requirements thirty (30) days prior to the date on which the requirements shall take
effect. In this event, any additional cost to Provider for this insurance shall be reimbursed to Provider by
the SEOPW CRA within thirty (30) days of invoicing. Should Provider fail or refuse to satisfy the
requirement of changed coverage within thirty (30) days following the SEOPW CRA's written notice, this
Agreement shall be considered terminated on the date the required change in policy coverage would
otherwise take effect. Upon such termination, the SEOPW CRA shall pay Provider compensation for
services rendered, and expenses incurred, prior to the date of termination but shall not be liable to Provider
for any additional compensation, or for any consequential or incidental damages.
15. INSURANCE. Provider shall, at all times during the term hereof, maintain such insurance
coverage as provided in Exhibit "D," attached hereto and incorporated herein. All such insurance, including
renewals, shall be subject to the approval of the SEOPW CRA or the City of Miami (which approval shall
not be unreasonably withheld) for adequacy of protection and evidence of such coverage shall be furnished
to the SEOPW CRA on Certificates of Insurance indicating such insurance to be in force and effect and
providing that it will not be canceled, or materially changed during the performance of Services under this
Agreement without thirty (30) calendar days prior written notice (or in accordance to policy provisions) to
the SEOPW CRA. Completed Certificates of Insurance shall be filed with the SEOPW CRA, to the extent
practicable, prior to the performance of Services hereunder, provided, however, that Provider shall at any
time upon request by the SEOPW CRA file duplicate copies of the policies of such insurance with the
SEOPW CRA.
16. DEFAULT. If Provider fails to comply with any term or condition of this Agreement,
or fails to perform any of its obligations hereunder, then Provider shall be in default. Upon the occurrence
of a default hereunder, the SEOPW . CRA, in addition to all remedies available to it by law, may
immediately, upon written notice to Provider, terminate this Agreement. Provider understands and agrees
that termination of this Agreement under this section shall not release Provider from any obligation accruing
prior to the effective date of termination. Should Provider be unable or unwilling to commence to perform
Services within the time provided or contemplated herein, then, in addition to the foregoing, Provider shall
be liable to the SEOPW CRA for all expenses incurred by the SEOPW CRA in preparation and negotiation
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of this Agreement, as well as all costs and expenses incurred by the SEOPW CRA in the re -procurement of
Services, including consequential and incidental damages.
17. DISPUTES. Provider understands and agrees that all disputes between Provider and the
SEOPW CRA based upon an alleged violation of the terms of this Agreement by the SEOPW CRA shall
be submitted to the SEOPW CRA's Executive Director for resolution, prior to Provider being entitled to
seek judicial relief in connection therewith. In the event the dispute involves the expenditure of funds in
excess of Four Thousand Five Hundred Dollars and Zero Cents ($4,500.00), the decision of the SEOPW
CRA's Executive Director shall be approved or disapproved by the SEOPW CRA's Board of
Commissioners. Provider shall not be entitled to seek judicial relief unless: (i) it has first received the
SEOPW CRA's Executive Director's written decision, approved by the SEOPW CRA's Board of
Commissioners if the amount of compensation hereunder exceeds $4,500.00; or (ii) a period of sixty (60)
days has expired, after Provider's submission of a detailed statement of the dispute, accompanied by all
supporting documentation, to the SEOPW CRA's Executive Director (ninety (90) days if the SEOPW
CRA's Executive Director's decision is subject to the SEOPW CRA's Boards' approval); or (iii) the
SEOPW CRA's Board of Commissioners has waived compliance with the procedure set forth in this section
by formal resolution of the Board.
18. SEOPW CRA'S TERMINATION RIGHTS.
a. The SEOPW CRA shall have the right to terminate this Agreement, in its sole, but
reasonable discretion, at any time, by giving written notice to Provider at least thirty (30) calendar_days
prior to the effective date of such termination. In such event, the SEOPW CRA shall pay to Provider
compensation for services rendered and expenses incurred prior to the effective date of termination. Such
payment shall be determined on the basis of the hours or the percentage of the total work performed by
Provider up to the time of termination certified in accordance with the provisions of this Agreement. In no
event, shall the SEOPW CRA be liable to Provider for any additional compensation, other than that
provided herein, nor for any consequential or incidental damages.
b. SEOPW CRA may terminate this Agreement, with ten (10) days notice to
Provider, upon the occurrence of an event of default hereunder not cured. If the default cannot be cured
within the ten (10) day period, then provided Provider is making a commercially reasonable effort to resolve
the default, the time shall be extended.
19. FORUM. In case of any controversy or dispute arising out of this Agreement, both parties
agree and accept to be subject to the jurisdiction and competence of the Administrative Authorities and
Courts in Miami -Dade County Florida as the exclusive forum for such controversy or disputes forsaking
any other jurisdiction which either party may otherwise be entitled to claim.
20. NON-DISCRIMINATION. Provider represents and warrants to the SEOPW CRA that
Provider does not and will not engage in discriminatory practices and that there shall be no discrimination
in connection with Provider's performance under this Agreement on account of race, color, sex, religion,
age, handicap, marital status or national origin. Provider further covenants that no otherwise qualified
individual shall, solely by reason of his/her race, color, sex, religion, age, handicap, marital status or
national origin, be excluded from participation in, be denied services, or be subject to discrimination under
any provision of this Agreement.
21. CONFLICT OF INTEREST.
a. Provider is aware of the conflict of interest laws of the City of Miami (Miami City
Code Chapter 2, Article V), Miami -Dade County, Florida (Miami -Dade County Code, Section 2-11.1 et.
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seq.) and of the State of Florida as set forth in the Florida Statutes, and agrees that it will fully comply in
all respects with the terms of said laws and any future amendments thereto.
b. Provider covenants that no person or entity under its employ, presently exercising
any functions or responsibilities in connection with this Agreement, has any personal financial interests,
direct or indirect, with the SEOPW CRA. Provider further covenants that, in the performance of this
Agreement, no person or entity having such conflicting interest shall be utilized in respect to services
provided hereunder. Any such conflict of interest(s) on the part of Provider, its employees or associated
persons, or entities must be disclosed in writing to the SEOPW CRA.
c. Provider shall decline proffered employment by another client(s) if the exercise of
Provider's independent professional judgment on behalf of the SEOPW CRA, on any matter directly related
to Services, will be or is likely to be adversely affected by the acceptance of such proffered employment;
provided, however, that Provider may represent a client(s) with an interest adverse to the SEOPW CRA if
the subject matter of such representation is not related to Services described in this Agreement and if the
SEOPW CRA waives any conflict or alleged conflict with respect to such representation. Should the
Provider request the SEOPW CRA's waiver of any conflict of interest, Provider shall provide the SEOPW
CRA, in writing, all information pertaining to such potential conflict for the SEOPW CRA's evaluation.
d. Provider shall not delegate the substantive obligations to be undertaken hereunder
to any person or entity who exercises any functions or responsibilities on his/her personal behalf or on
behalf of any other client(s) if the subject matter of such representation is related to Services and if such
representation will or is likely to compete with the interests of the SEOPW CRA, or adversely affect the
interests of the SEOPW CRA and the obligations undertaken by Provider hereunder.
22. ASSIGNMENT. This Agreement shall not be assigned by Provider, in whole or in part,
without the prior written consent of the SEOPW CRA, which may be withheld or conditioned, in the
SEOPW CRA's sole discretion.
23. NOTICES. All notices or other communications required under this Agreement shall be
in writing and shall be given by hand -delivery or by registered or certified U.S. Mail, return receipt
requested, addressed to the other party at the address indicated herein or to such other address as a party
may designate by notice given as herein provided. Notice shall be deemed given on the day on which
personally delivered; or, if by mail, on the fifth day after being posted or the date of actual receipt,
whichever is earlier.
To SEOPW CRA:
James D. McQueen, Executive Director
Southeast Overtown/Park West Community Redevelopment Agency
819 N.W. 2nd Avenue, 3rd Floor
Miami, Florida 33136
Email: JMcQueen(ebm i am igov.com
With copies to: Vincent T. Brown, Esq., Staff Counsel
Email: VTbrown n miamigov.com
To Provider
Jeremy S. Larkin
WLS, L.C., d/b/a NAI Miami 1 Fort Lauderdale
9655 South Dixie Highway, Suite 300
Miami, Florida 33156
Email: j larkincanaimiami.com
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'24. CHOICE OF LAW. This Agreement shall be construed and enforced according to the
laws of the State of Florida.
25. CAPTIONS. The captions or headings of the Sections and other subdivisions hereof are
inserted only as a matter of convenience or for reference and shall have no effect on the meaning of the
provisions hereof.
26. WAIVER. No waiver or breach of any provision of this Agreement shall constitute a
waiver of any subsequent breach of the same or any other provision hereof, and no waiver shall be effective
unless made in writing.
27. SEVERABILITY. Should any provision, paragraph, sentence, word or phrase contained
in this Agreement be determined by a court of competent jurisdiction to be invalid, illegal or otherwise
unenforceable under the laws of the State of Florida or the City of Miami, such provision, paragraph,
sentence, word or phrase shall be deemed modified to the extent necessary in order to conform with such
laws, or if not modifiable, then same shall be deemed severable, and in either event, the remaining terms
and provisions of this Agreement shall remain unmodified and in full force and effect or limitation of its
use.
28. CONSTRUCTION. Should the provisions of this Agreement require judicial or arbitral
interpretation, it is agreed that the judicial or arbitral body interpreting or construing the same shall not
apply the assumption that the terms hereof shall be more strictly construed against one party by reason of
the rule of construction that an instrument is to be construed more strictly against the party which itself or
through its agents prepared same, it being agreed that the agents of both parties have equally participated
in the preparation of this Agreement.
29. THIRD -PARTY BENEFICIARY. No provision of this Agreement shall, in any way,
inure to the benefit of any third parties so as to make any such third party a beneficiary of this Agreement,
or of any one or more of the terms hereof, or otherwise give rise to any cause of action in any party not a
party hereto.
30. SUCCESSORS AND ASSIGNS. This Agreement shall be binding upon the parties
hereto, their heirs, executors, legal representatives, successors, or assigns.
31. INDEPENDENT CONTRACTOR. Provider has been procured and is being engaged to
provide services to SEOPW CRA as an independent contractor, and not as an agent or employee of the
SEOPW CRA. Accordingly, the SEOPW CRA shall not attain, nor be entitled to, any rights or benefits
under the City's Civil Service or Pension Ordinances, nor any rights generally afforded its classified or
unclassified employees. Provider further understands that Florida Workers' Compensation benefits
available to employees of the SEOPW CRA are not available to Provider, and agrees to provide workers'
compensation insurance for any employee or agent of Provider rendering Services to the SEOPW CRA
under this Agreement.
32. CONTINGENCY CLAUSE. Funding for this Agreement is contingent on the availability
of funds, and Provider agrees that this Agreement is subject to amendment or termination due to lack of
funds, reduction of funds, or change in regulations.
33. MERGER. This Agreement and its attachments constitute the sole and only agreement of
the parties relating to the subject matter hereof and correctly set forth the rights, duties, and obligations of
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each to the other as of its date. Any prior agreements, promises, negotiations, or representations not
expressly set forth in this Agreement are of no force or effect.
34. AMENDMENT AND RESCISSION. This Agreement shall not be modified or rescinded
except by written instrument setting forth such modification or rescission, signed by all parties hereto, or
by action of the Board of Commissioners of the SEOPW CRA, or the Executive Director (if applicable),
and put into effect by written amendment or rescission of this Agreement.
35. FORCE MAJEURE.
a. "Force Majeure" shall mean an act of God, epidemic, lighting, earthquake, fire,
explosion, hurricane, flood or similar occurrence, strike, an act of public enemy, or blockade, insurrection,
riot, civil disturbance, or similar occurrence, which has a material effect adverse impact on the performance
of this Agreement, and which cannot be avoided despite the exercise of due diligence. The term "Force
Majeure" DOES NOT INCLUDE inclement weather (except as noted above) or the acts or omissions of
sub-consultants/sub-contractors, third -party consultants'/contractors' materialmen, suppliers, or their sub-
consultants/sub-contractors, unless such acts or omissions are otherwise encompassed by the definition set
forth above.
b. No party hereto shall be liable for its failure to carry out its obligations under the
Agreement during a period when such party is rendered unable, in whole or in part, by Force Majeure to
carry out such obligations, but the obligation of the party or parties relying on such Force Majeure shall be
suspende-d only during the continuance of any inability so caused and for no longer period of said
unexpected or uncontrollable event, and such cause shall, so far as possible, be remedied with all reasonable
dispatch.
c. It is further agreed and stipulated that the right of any party hereto to excuse its
failure to perform by reason of Force Majeure shall be conditioned upon such party giving, to the other
party or parties, written notice of its assertion that a Force Majeure delay has occurred as soon as practicable
after the occurrence but not later than ten (10) working days after the occurrence, unless there exists good
cause for failure to give such notice, in which event, failure to give such notice shall not prejudice any
parry's right to justify any non-performance as caused by Force Majeure unless the failure to give timely
notice causes material prejudice to the other party or parties.
36. COUNTERPARTS. This Agreement may be executed in two or more counterparts, each
of which shall constitute an original but all of which, when taken together, shall constitute one and the same
agreement.
37. ANTI -HUMAN TRAFFICKING AFFIDAVIT. The Provider confirms and certifies that
it is not in violation of Section 787.06, Florida Statutes, and that it does not and shall not use "coercion" for
labor or services as defined in Section 787.06, Florida Statutes. The Provider shall execute and submit to
the SEOPW CRA an Affidavit in compliance with Section 787.06(13), Florida Statutes, attached an
incorporated hereto as Attachment "A." If Provider fails to comply with the terms of this Section, the
SEOPW CRA may suspend or terminate this Agreement immediately, without prior notice, and in no event
shall the SEOPW CRA be liable to Provider for any additional compensation or for any consequential or
incidental damages.
38. MISCELLANEOUS.
a. In the event of any litigation between the parties under this Agreement, the
parties shall bear their own attorneys' fees and costs at trial and appellate levels.
b. Time shall be of the essence for each and every provision of this Agreement.
c. All exhibits attached to this Agreement are incorporated in, and made a part of
this Agreement.
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INN WITNESS WHEREOF, in consideration of the mutual entry into this Agreement, for other
good and valuable consideration, and intending to be legally bound, the SEOPW CRA and the Provider
have executed this Agreement on the day and year first above -written.
WITNESS/AT PEST:
Signature
1 saU
Print Name, Titl
ATTEST,; /
i
%
:SS e-=.
Qirec.kv( o°( M CI L-tti
/
Providiely
r Se
(Affirm Provider Seal, if available)
AT 1 EST:
Todd B. Hannon
Clerk of the Board
APPROVED AS TO INSURANCE
REQUIREMENTS:
-DocuSignedby,:
Men db, ``' AI A
Davta KU z '...
Interim Director of Risk Management
WLS, L.C., DB/A NAI MIAMI I FORT
LAUDERDALE, a Florida Limited Liability
Comp yf j ovider")
Jeremy
arkin, CEO
(Corporate Seal)
SOUTHEAST OVERTOWN/PARK WEST
COMMUNITY REDEVELOPMENT AGENCY,
a public agency and body corporate created
pursuant to Section 163.356, Florida Statutes
("SEOPW CRA")
D. McQueen
ecutive Director
APPROVED AS TO LEGAL FORM AND
CORRECTNESS:
10
Vincent T. Brown, Esq.
Staff Counsel
IN WITNESS WHEREOF, in consideration of the mutual entry into this Agreement, for other
good and valuable consideration, and intending to be legally bound, the SEOPW CRA and the Provider
have executed this Agreement on the day and year first above -written.
WITNESS/ATTEST:
rnsa�ll.�
Print Name, Title, 47610 of v / p i rector of
Mar U� t;✓�
ATTEST:
Provider Secretary
(Affirm Provider Seal, if available)
/TFEST:
. Hannd
Clerk of the Board
APPROVED AS TO INSURANCE
REQUIREMENTS:
David Ruiz
WLS L.C., D/B/A NAI MIAMI I FORT
LA i ,_ ' I ALE, a Florida Limited Liability
I
S. Larkin, CEO
(Corporate Seal)
SOUTHEAST OVERTOWN/PARK WEST
COMMUNITY REDEVELOPMENT AGENCY,
a public agency and body corporate created
pursuant to Section 163.356, Florida Statutes
("SEOPW CRA")
J es . McQueen
xecutive Director
APPROVED AS TO LEGAL FORM AND
CORRECTNESS:
Vincent T. Brown, Esq.
Interim Director of Risk Management Staff Counsel
10
Exhibit "A"
Subject Properties
1. 155 NW l Oth Street — 9 residential units
2. Town Park Plaza (1990 NW 4th Court) — 22 residential units
3. Twin Homes (1900 NW 2nd Court) —1 residential property
4. St John Office Building — 4 residential units
5. St John Mixed Use —1 commercial property (1 retail unit and 3 residential units)
6. St John Church building —1 commercial property
7. Lyric Point (101 NW 8th Street) — 4 mixed -use units
8. Black Police Precinct Museum (480 NW 1 lth Street) —1 commercial property
Exhibit "B"
SEOPW CRA RFP 25-01 / Provider's Approved Proposal
12
EXHIBIT "B"
IYAiMiami
Fort Lauderdale
RFP SEOPW CRA NO. 2025-01
Property Management Services
for SEOPW CRA-Owned
Residential Properties
March 26, 2025
EXHIBIT "B"
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
N'Miami 2
Fort Lauderdale
EXHIBIT "B"
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 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 '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: llarkin@naimiami.com
Authorized Agent Name and Title
S. Larkin, CEO and Co -Chairman
Signature of Authorized Agent
Date: March 18, 2025
4
EXHIBIT "B"
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 REP. This will include, but not belimitedto leasing ail current vacancy at the SEOPW C-RA 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.
NAI
6
Fort Lauderdale
EXHIBIT "B"
Narrative (Executive Summary)
NAI Miami 1 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' 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
Fort Lauderdale
7
EXHIBIT "B"
Property Management Services
NAI Miami I 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 I 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.
NA'Miami9
IFort Lauderdale
EXHIBIT "B"
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, Idng 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.
NAI
Miami 10
Fort Lauderdale
EXHIBIT "B"
Commercial Leasing Overview
NAI Miami I 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
EXHIBIT "B"
Residential Leasing Overview
NAI Miami I 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, lnstagram, and Facebook.
NAIMiami 1 2
Fort Lauderdale
EXHIBIT "B"
Construction Management Overview
110
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.
N' Miami 13
Fort Lauderdale
EXHIBIT "B"
Subject Properties
We propose to provide property management, leasing and provide construction management
services to the following properties:
Address Property Type
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 11th Street
23 condominium units
1 duplex
4 units
1 retail unit, 3 apartments
Retail Space - To be subleased
Museum
NAIFrort Lauderdale 14
EXHIBIT "B"
Fee Structure
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
* Must be under current written lease.
Jobs Less Than Or Equal To
S10,000.00 In Value:
Jobs More Than
$10,000.00 In Value:
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.
NA
Miami 15
Fort Lauderdale
EXHIBIT "B"
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
Personnel
Included in monthly fee:
Paid directly by client via billing:
Additional Cost
Museum
1 duplex
Asset Manager & Senior Property Manager
"On site" property manager and assistant property manager.
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.
NiMiami 16
Fort Lauderdale
EXHIBIT "B"
Additional Services
NAl 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
Do
on
op
0000f 1-
TENANT LANDLORD
REPRESENTATION REPRESENTATION
•=a9
SALE
BUYER PROPERTY
REPRESENTATION
MANAGEMENT
CORPORATE
SERVICES
MARKETING AND
RESEARCH
n��
INVESTMENT
SALES
VALUATION
SERVICES
OWNER
REPRESENTATION
LITIGATION
SUPPORT &
RECEIVERSHIP
Miami N ' Fort Lauderdale 1 7
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
EXHIBIT "B"
Description of Proposer's Entity
WLS L.C. d/b/a NAI Miami ( 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
NAIFo Lauderdale 19
EXHIBIT "B"
Legal Organization Structure
WLS, L.C. d/b/a NAI Miami Fort Lauderdale
WLS, L.C. is a liability company.
Jeremy S. Larkin
CEO and Co -Chairman
Jeff Buell
Partner and Director of
Property Management
Five (5)
Property Managers
Three (3) Property
Management Assistants
Six (6) Maintenance
Personnel
Edward Schmidt
Partner and Co -Chairman
Jennifer Myers -Hough
Partner and Controller
AceOHMS
Receivable
Accotutts
Payables
Lease
Administrator
Financials
Jeff Buell
Partner and Director of
Property Management
Corporate
Accountant
Jeremy S. Larkin
CEO and Co -Chairman
Joseph Gallaher
Partner and Broker Manager
26 Brokers
Jennifer Myers -Hough
Partner and Controller
Ramsauly Bassett
Partner and Director of Marketin,
Two (2) Marketing
Coordinators
Robin Llanes
Partner and Director of HR
Jackie Mullin
Partner and Director of
Operations
lluman
Resources
Receptionist
Miami 20
N 'Fort Lauderdale
EXHIBIT "B"
Licenses
Ron DeSantis, Governor
STATE OF FLORIDA
Melanie S. Griffin, Secretary
dbr
DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION
DIVISION OF REAL ESTATE
THE CORPORATION HEREIN HAS REGISTERED UNDER THE
PROVISIONS OF CHAPTER 475, FLORIDA STATUTES
. „r
WLS L C
NAI MIAMI COMMERCIAL REAL ESTATE SERVICES WORLDWIDE
9655 SOUTH DIXIE HIGHWAY SUITE 300
MIAMI FL 33156
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.
Ron DeSantis, Governor
STATE OF FLORIDA
Melanie S. Griffin, Secretary
dbpr
DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION
COMMUNITY ASSOCIATION MANAGERS
THE CAM Firm HEREIN IS LICENSED UNDER THE
PROVISIONS OF CHAPTER 468, FLORIDA STATUTES
at
:E
WLS, LC
9655 SOUTH DIXIE HIGHWAY SUITE 300
` v MIAMI FL 33156 jii
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.
NA'Miami 21
Fort Lauderdale
EXHIBIT "B"
Licenses
Ron DeSantis, Govemor
STATE OF FLORIDA
Melanie S. Griffin, Secretary
dbpr
DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION
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 ;y,
MIAMI FL 33156'Jr*/
LICENSE NUMBER: CQ1049060 1
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, Govemor
STATE OF FLORIDA
Melanie S. Griffin, Secretary
dbpr
DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION
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
ct, MIAMI FL 33156 J
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.
NAI
Miami 22
Fort Lauderdale
EXHIBIT "B"
City of Miami Business Tax Receipt
p
Not applicable: WLS L.C. d/b/a NAI Miami I 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.
Miami 23
N •Fort Lauderdale
EXHIBIT "B"
Proposer's Information
The Proposer
Name of Proposer:
Address:
Telephone:
List of Board of Directors
Names of
Board of Directors:
Directors Address:
Directors Telephone:
Executive Director (CEO)
Name of Contact:
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
Jeremy S. Larkin
Edward Schmidt
Jeff Buell
Jennifer Myers -Hough
Robin Llanes
9655 South Dixie Highway, Suite 300
Pinecrest, FL 33156
305 938 4000
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
NAMiami 24
Fort Lauderdale
EXHIBIT "B"
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 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.
N' Miami 25
Fort Lauderdale
EXHIBIT "B"
Bankruptcy & Legal Actions
WLS, L.C. d/b/a NAI Miami I Fort Lauderdale has no history of bankruptcy fillings
nor any legal actions.
N'Miami 26
Fort Lauderdale
EXHIBIT "B"
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
N 'Miami 27
Fort Lauderdale
EXHIBIT "B"
Insurance Coverage
WLS, L.C. d/b/a NAI Miami J Fort Lauderdale currently maintains all required
insurance in the necessary types and amounts available for review upon request.
Miami 28
N IFort Lauderdale
xperience of the
Proposer
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
EXHIBIT "B"
Managed Properties
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
1
2
3
4
5
6
7
8
9
1
1
2
3
4
5
6
7
1001 SW 2nd Ave
1110-1134 SW 1st 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
1300 NW 3rd Ave
480 NW 11th St
155NW10thSt
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:
84
Coral Springs
Boca Raton
►--V
Pompano
Beach,O
Fort
Plantation Lauderdale
Davie
Pembroke
Pines
Hollywood
Hialeah
Oiami Beach®
'Miami
Kendall
r91
Key Biscayne
320,
National Park
•Adina Eisenstadt •Sarah Salomon •Bonnie Buell
•Marisa Hunte OJeff Buell •Daniela Rodriguez -Valencia
NIMiami 30
Fort Lauderdale
EXHIBIT "B"
Residential Properties Management List
z
LITTLE RIVER
i5E 5' j
A ENUE
SOUTH SFE.AC
f,FLAMINRO
'/ LUM MtIS
Address
Years Number of Units/ Number of
Managed Property Type Residents
155 NW 10th Street,
Miami, FL 33136
St. John's Plaza Apartments
1301 NW 3rd Avenue,
Miami, FL 33136
Town Park Plaza
1990 NW 4th Court,
Miami, FL 33136
0.5 9-unit apartment
0.5 4 units
9
2
0.5 23 condominium units 3
Twin Homes
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
955 Bay Drive,
Miami Beach, FL 33141
9472 Bay Drive,
Surfside, FL 33154
3 8-unit apartment
8
3 Single family home 1
NIMiami 31
Fort Lauderdale
EXHIBIT "B"
Proposer's Key Employees
EDUCATION
University of Miami
MBA, Accounting Concentration
University of
AlabamalTuscaloosa
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
NAIMiami
Fort Lauderdale
Jeremy S. Larkin
Partner
CEO and Co -Chairman
0 9655 South Dixie Highway, Suite 300
Pinecrest, FL 33156
0 0: +1 (305) 938 4000 x102
D: +1 (786) 260 0402
M: +1 (305) 389 1832
0 jlarkin@naimiami.com Q 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
EXHIBIT "B"
Proposer's Key Employees
EDUCATION
Wabash College
B.A. in Biology
PROFESSIONAL
AFFILIATIONS
. Licensed Florida Real Estate
Salesperson
• Licensed Florida Community
Association Manager
. Peace Corps
NAIMiami
Fort Lauderdale
Jeff Buell
Partner Director of Property Management
O 9655 South Dixie Highway, Suite 300
Pinecrest, FL 33156
• 0: +1 (305) 938 4000 x114
D: +1 (786) 697 6257
M: +1 (305) 216 5991
0 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 1 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.
NA!Miami33
'Fort Lauderdale
EXHIBIT "B"
Proposer's Key Employees
EDUCATION
Carol City Senior High
High School Diploma
PROFESSIONAL
CERTIFICATIONS
• Property Management
Financial
• Advance Leasing
. Fair Housing
NAIMiami
Fort Lauderdale
Marisa Hunte
Property Manager
Q 1490 NW 3rd Avenue
Miami, FL 33136
• 0: +1 (305) 938 4000 x500
D: +1 (786) 697 6224
M: +1 (786) 459 5232
0 mhunte@naimiami.com Q 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.
NA
Miami 34
Fort Lauderdale
EXHIBIT "B"
Proposer's Key Employees
Assistant Property Manager
WLS L.C. d/b/a NAI Miami I 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 I 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 I Fort Lauderdale.
Miami N 'Fort Lauderdale 35
EXHIBIT "B"
Sub -Consultants
WLS, L.C. d/b/a NAI Miami 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
Miami N 'Fort Lauderdale 36
EXHIBIT "B"
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: 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: 7years
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: 1
Authorized Agent Name and Title: -7 7:-,- e r►-,Date: 3 - d rz
Miami N IFort Lauderdale 37
EXHIBIT "B"
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
knowledge.
Authorized Agent Signature:
Authorized Agent Name and Title:
Date:
stated above
is true and correct to the best of my
j21/1114-12(916
Miami 38
N 'Fort Lauderdale
EXHIBIT "B"
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 underthe 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.
FAUE TO COMPLP,TE AND SUBMIT Taw PQM MAY RESULT. IN IHp�'I�,O..PO$ALBEINQ
J EJGCTEO.,AS NON.RE$PONSIV
Name of Property: Bayview Palms Condominium
Property Address: 1805 Sans Souci Blvd., North Miami, FL 33181 &
1800 Sans Souci Blvd., North Niiami, FL 33181
Property Owner! Contact information: Bayview Palms Condominium
Margarita f ivera-HOA On -Site
Manager
Years Under Proposer's Ownership or Management: 1 Year & 7 Months
•
Brief Description of the Properly:
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: Flat fee
Proioaer's Certification of Infor07gt(o
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:
1 k (�- t Rtills( to )
—/ 1 -. () ,2
NIMiami 39
Fort Lauderdale
EXHIBIT "B"
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,,
•
.............,,, 1...,..� L hall L.ertsrnan
Reference Address: 819 NW 2nd Avenue, 3rd Floor, Miami, FL 33136
Reference Organization/Company:
Southeast Overtown/Park West Communit Redevelo•ment
Agency
Reference Title: Director of Architecture and Development
Reference Phone Number: 305 679 6827
Reference Email: bzeitsman@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,
knowledge.
Signature:
Name and Title:
Date:
I certify that all information stated
above is true and correct to the best of my
NAi
Miami 40
Fort Lauderdale
EXHIBIT "B"
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.
J'AILUn IQ COMPLETE AND SUBMIT THIS FORM MAY REB.ULIUMIUMMILIgla
REJECTED AS NON-RgSPONSIVE,
Reference Name Mark Winter-Gitelson _
Reference Address: 4?2.9_ N FM 20, Ste ??n Austin}Ix Z$7,Y
Reference Organization/Company: 500 NE 185th Street Owner. LLC
Reference Title: Owner
Reference 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.
$efete_nceS rt!fic ign Qf 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
N/,II on Lauderdale 41
PROPOSERMRENCE 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 OrganizationiCompany: indago Holdings, LLC
Reference Title: Owner
Reference Phone Number: 305 825 6588
Reference Email: Iiannesuarez@indagoresearch.org
Comments
NAl Miami I 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 y
knowledge.
Signature:
Name and Title:
Date:
tated above is true and correct to the best of my
N FMiami 42
Fort Lauderdale
EXHIBIT "B"
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 Jennifer Garcia
1
Reference Address: 40 NW 3rd Street, Miami, FL
Reference Organization/Company: Court House Center Master Association
Reference Title: Senior Project & Property Manager
Reference Phone Number: 305 373 6789
Reference Email: jgarcia@miamiparking.com
Comments
NAI Miami ( 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.
ference ificat'oi of Inform ton
By signing below, I cify hat all information stated above is true and correct to the best of my
knowledge.
Signature:
Name and Title:
Date:
3-21-2025
Project & Property Manager
'Miami 43
Fort Lauderdale
EXHIBIT "B"
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:
Eugefie Goldstein- Manager
'1/11 /2025
Miami N FFort Lauderdale 44
EXHIBIT "B"
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 Norie•a
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.
Signature:
Name and Title:
Date:
REQUEST IN PROCESS.
NIMiami 45
Fort Lauderdale
EXHIBIT "B"
Proposer's Qualifications
NAI Miami 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
City of Miami DREAM Since 2014
• Tenant Representation
• Emergency Real Estate Procurement
• Shops of Marlins Park
LEASING ONLY
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 2008
• Landlord representation
Pinecrest Gardens
City of Miami Gardens, Florida 2009 - 2014
• Successful RFP proposal for first city hall
Landlord for first city hall
Miami 46
N ' Fort Lauderdale
EXHIBIT "B"
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.
N' Miami 47
Fort Lauderdale
EXHIBIT "B"
Financial Information
0
iftworit
a) Preliminary Budget and Project Pro Forma
• Fee Structure
b) Requested Financial Information
EXHIBIT "B"
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
S10,000.00 In Value:
Jobs More Than
S10,000.00 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.
N 'Miami 49
Fort Lauderdale
EXHIBIT "B"
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 J 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.
Miami 50
N 'Fort Lauderdale
EXHIBIT "B"
RFP
Required Forms
., ,I lairt mq
a) Confli of In eres�`DiscPsure r
in
b) Scrutinized Companies Certification Pursuant to Florida Statues § 287.135
c) Notification of Public Entity Crimes Law
d) Notification of Public Records Law
e) Drug -Free Workplace
f) Non -Collusion Affidavit
EXHIBIT "B"
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 OvertownfPark 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 persona{ 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:
WL16, 1.-ci(b/a NAI Miami I Fort Lauderdale
Prdpose Ji'N; me
Autlf &Agent Signature
y/ Il l
Jere'my)S. Larkin, CEO and Co -Chairman
Authorized Agent Name and Title (Print or Type)
March 12, 2025
Date
NAIMiami 52
Fort Lauderdale
EXHIBIT "B"
SCRUTINIZED COMPANIES CERTIFICATION PURSUANT TO
FLORIDA STATUTES § 287.135
1, Jeremy S. Larkin , on behalf of WLS, L.C. d/b/a NAI Miami 1 Fort Lauderdale,
Print Name and Title Proposer Name
certify that WLS, L.C. d/b/a NAI Miami 1 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 Overtownl
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.
N'Miami 53
Fort Lauderdale
EXHIBIT "B"
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.
WLS„ L.0d/b/a NAI Miami f Fort Lauderdale
PROP4 SER NAME
AUT,yIORIZED AGENT SIGNATURE
JeWmy'S. Larkin
AR F RIZED AGENT NAME (PRINT OR TYPE)
CEO and Co -Chairman
TITLE
Must be executed and returned with the submitted Proposal to be considered.
N'Miami 54
Fort Lauderdale
EXHIBIT "B"
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] fora period of thirty-six (36) months
from the date of being placed on the convicted contractors list.
Acknowledged by:
W
Pr
()/b/a NAI Miami I Fort Lauderdale
t/Firm Name
Au eel -Agent Signature
Jeremy S. Larkin, CEO and Co -Chairman
Authorized Agent Name and Title (Print or Type)
March 12, 2025
Date
N 'Miami 55
Fort Lauderdale
EXHIBIT "B"
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[a?miamigov.com
Acknowledged
WLS, -.
itb/a NAI Miami I Fort Lauderdale
Propoer1Firrn Name
Author
Jeremy
S
-Agent Signature
Larkin, CEO and Co -Chairman
Author'
Agent Name and Title (Print or Type)
March 12, 2025
Date
NAIMiami 56
Fort Lauderdale
EXHIBIT "B"
DRUG -FREE WORKPLACE
WLS, L.C. d/b/a NAI Miami 1 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:
WLS, +.g Id/b/a NAI Miami I Fort Lauderdale
Proto et/firm Name
Authopi*ed Agent Signature
Jeremy S. Larkin, CEO and Co -Chairman
Authorized Agent Name and Title (Print or Type)
March 12, 2025
Date
N'Miami 57
Fort Lauderdale
EXHIBIT "B"
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 I 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 mariner, 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 riot tainted by any collusion,
conspiracy, connivance, or unlawful agreement on the part of the Proposer •r�a y •f its agents, representatives,
owners, employees, or parties In interest, including this affiant.
Subscribed and sworn to (or affirmed) before me this day of
, who is 4ersonally known to _Mt} or
as identificati. rC
SEAL
Francheska Castano
Comm.: HH 483425
Expires: Jan. 22, 2028
or'f, Notary Public . Slate of Florida
Notary Signature
Notary Name; Cy'i,
Notary Public (State):
My Commission No:
Expires on:
Authorized Agent Signature
20_1., by
who has produced
•
f$ > 1-1ZS
ZIzo?
Miami N IFort Lauderdale 5$
EXHIBIT "B"
Exhibits
a) Addendum No. 2
b) Addendum No. 1
c) RFP for SEOPW CRA Residential Properties
EXHIBIT "B"
Christine King
Board Chair
James D. McQueen
Executive Director
SOUTHEAST OVERTOWN / PARK WEST
z -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
:2th, 2025, 3:OOPM EST
SOUTHEASTOVERTOWN;PARK WEST
COMMUNITY REDEVELOPMENT AGENCY
819 NW 2'u Avenue, 3'd Floor! Miami, FL 33136
(305) 679-6800 I's ww _seopwcrn.com
60
EXHIBIT "B"
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:OOAM
EST
In person at:
The Office of th'
City Clerk
City of Miami
3500 Pan American
Drive
Miami, FL 33133
Seetheast-
Overtown Park
West SEOPW CRA
1100 NW
34 Avenue, Su#e
103, Miami, FL 33135
Question Submittal Deadline
Wednesday. March 5, 2025. at 5:OOP1V1 EST
Questions must be submitted in writing via
email to:
David Chiverton, Administrator_
dchiverton; �miamigov.com
Proposal Submission Due Date and Location
Wednesday, March 2642, 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 Southeast-
Overtown(Park West SEOPW
GRA
Attention. David
Chwertee-- 1-4.Q0- 4-
3h Avenue, Suite
106, Miami, FL-33136
SOtTHEASTOVERTOWN,PARK WEST
COMMUNITY REDEVELOPMENT AGENCY
819 NW 2''1 Avenue, 3' Floor Miami, FL 3313b
(305► 679-68(X1 I www.seopwcra.corn
61
EXHIBIT "B"
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. l
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. 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 11th 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 management
Museum
Wednesday, March 512, 2025, by 3:OOPM
Southeast Overtown/Park West SEOPW
1490 NW 3n1 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' Avenue, 3' Floor I Miami, FL 33136
(305) 679-6800 I www.seopwcra.com
62
EXHIBIT "B"
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
dchivertonAmiamigov.com
786-616-8997
63
EXHIBIT "B"
Table of Contents
1. INVITATION 3
IL 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
EXHIBIT "B"
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 o f 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
EXHIBIT "B"
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
3rd 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@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
EXHIBIT "B"
CONTACT PERSON
Any questions regarding the RFP documents and/or solicitation process must be submitted in writing
to David Chiverton, Administrator at dchivertown a 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
EXHIBIT "B"
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 11th 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.
A. Objective
EXHIBIT "B"
PROPERTY MANAGEMENT SERVICES
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
EXHIBIT "B"
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 leaseagreementsbetween 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
EXHIBIT "B"
J[, 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.
71
EXHIBIT "B"
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
EXHIBIT "B"
• 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, pastor 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
EXHIBIT "B"
• 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
EXHIBIT "B"
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
EXHIBIT "B"
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.
EXHIBIT "B"
EVALUATION AND SELECTION
A. Evaluation and Selection Procedures
Sealed proposals may be submitted to the Southeast Overtown/Park West SEOPW CRA Office
1490 NW 3rd Avenue, Suite 106, Miami, FL 33136 until 3:OOPM 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
EXHIBIT "B"
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
EXHIBIT "B"
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(a�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 (dchivertonamiamigov.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
EXHIBIT "B"
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
EXHIBIT "B"
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
EXHIBIT "B"
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.
1. 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
EXHIBIT "B"
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
EXHIBIT "B"
is approved and accepted by the SEOPW CRA, and the applicable agreements pertaining thereto are
approved,
84
EXHIBIT "B"
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
EXHIBIT "B"
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
EXHIBIT "B"
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
EXHIBIT "B"
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
EXHIBIT "B"
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.
89
EXHIBIT "B"
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.
90
EXHIBIT "B"
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
EXHIBIT "B"
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
EXHIBIT "B"
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
STATE OF
COUNTY OF
EXHIBIT "B"
NON -COLLUSION AFFIDAVIT
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
EXHIBIT "B"
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:
95
EXHIBIT "B"
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
Exhibit "C"
Scope of Provider's Management Services and Fee Structure
13
EXHIBIT "C"
Property Management Services
NAI Miami I 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 I 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.
NAI Miami
auderdale 9
EXHIBIT "C"
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.
NAIMiami
Fort Lauderdale 10
EXHIBIT "C"
Commercial Leasing Overview
NAI Miami I 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.
N 'M+a 11
Fort Lauderdale
EXHIBIT "C"
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
LinkedIn, Instagram, and Facebook.
NI Miami 12
Fort Lauderdale
EXHIBIT "C"
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.
N'Miami 13
Fort Lauderdale
EXHIBIT "C"
Fee Structure
Pricing
o
o
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
* Must be under current written lease.
Jobs Less Than Or Equal To
$10,000.00 In Value:
Jobs More Than
$10,000.00 In Value:
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.
N'Miami 15
Fort Lauderdale
EXHIBIT "C"
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 11 th 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.
NIMiami 16
Fort Lauderdale
REPRESENTATION
EXHIBIT "C"
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
LEASING
BROKERAGE
00
°o°o
TENANT LANDLORD
REPRESENTATION REPRESENTATION
sc9 ftSALJ
BUYER PROPERTY
MANAGEMENT
• 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
CORPORATE
SERVICES
MARKETING AND
RESEARCH
INVESTMENT
SALES
`.,
VALUATION
SERVICES
OWNER
REPRESENTATION
LITIGATION
SUPPORT &
RECEIVERSHIP
nn�rra 17
N IFort Lauderdale
Exhibit "D"
Insurance Requirements
14
EXHIBIT "D"
INSURANCE REQUIREMENTS
WLS, L.C. D/B/A
NAI Miami -Fort Lauderdale for
RFP No. 25-01
I. Commercial General Liability
A. Limits of Liability
Bodily Injury and Property Damage Liability
Each Occurrence $1,000,000
General Aggregate Limit $ 2,000,000
Personal and Adv. Injury $ 1,000,000
Products/Completed Operations $ 1,000,000
B. Endorsements Required
City of Miami listed as additional insured
SEOPWCRA listed as additional insured
Primary Insurance Clause Endorsement
Contingent- Exposures Included
a. City of Miami
444 SW 2nd Avenue
Miami, Florida 33130
Attn: Risk Management
b. Southeast Overtown/Park West Community
Redevelopment Agency
819 NW 2nd Avenue, 3rd Floor
Miami, Florida 33136
II. Business Automobile Liability
A. Limits of Liability
Bodily Injury and Property Damage Liability
Combined Single Limit
Owned/Scheduled Autos
Including Hired, Borrowed or Non -Owned Autos
Any One Accident $ 1,000,000
B. Endorsements Required
City of Miami listed as an additional insured
SEOPWCRA listed as additional insured
III. Worker's Compensation
EXHIBIT "D"
Limits of Liability
Statutory -State of Florida
Waiver of Subrogation
Employer's Liability
A. Limits of Liability
$100,000 for bodily injury caused by an accident, each accident
$100,000 for bodily injury caused by disease, each employee
$500,000 for bodily injury caused by disease, policy limit
IV. Professional/E&O Liability
Combined Single Limit
Each Claim $1,000,000
Policy Aggregate $1,000,000
Retroactive date included
The above policies shall provide the City of Miami with written notice of cancellation or
material change from the insurer in accordance to policy provisions.
Companies authorized to do business in the State of Florida, with the following
qualifications, shall issue all insurance policies required above:
The company must be rated no Less than "A-" as to management, and no less
than "Class V" as to Financial Strength, by the latest edition of Best's Insurance
Guide, published by A.M. Best Company, Oldwick, New Jersey, or its
equivalent. All policies and /or certificates of insurance are subject to review and
verification by Risk Management prior to insurance approval.
Attachment A
Anti -Human Trafficking Affidavit
15
ATTACHMENT A - ANTI -HUMAN TRAFFICKING AFFIDAVIT
1. The undersigned affirms, certifies, attests, and stipulates as follows: The entity/individual is a
nongovernmental entity authorized to transact business in the State of Florida (hereinafter,
"nongovernmental entity").
2. The nongovernmental entity is either executing, renewing, or extending a contract (including, but not
limited to, any amendments, as applicable) with the SEOPW CRA or one of its agencies, authorities,
boards, trusts, or other SEOPW CRA entity which constitutes a governmental entity as defined in
Section 287.138(1), Florida Statutes (2024). c. The nongovernmental entity is not in violation of
Section 787.06, Florida Statutes (2024), titled "Human Trafficking."
3. The nongovernmental entity does not use "coercion" for labor or services as defined in Section
787.06, Florida Statutes (2024).
4. I have read and understand the foregoing Anti -Human Trafficking Affidavit and that the facts,
statements and representations provided in Section 1 are true and correct.
5. I am an officer, a representative, or individual of the nongovernmental entity authorized to execute
this Anti -Human Trafficking Affidavit.
Under penalties of perjury, pursuant to Section 92.525, Florida Statutes, I declare the following:
FURTHER AFFIANT SA H (fAUGHT.
Nongovernmental Entity/Inch . jf . NAI Miami Property Management, LLC
Name: Jeremy S. Larki / Title:
Signature:
Office Address: 9655 South ,+e Highway, Suite 300, Miami, FL 33156
fill
Email Address: Jlarkin@na�"� mi.com Main Phone Number: (305) 938-4000
Manager
CERTIFICATE OF AUTHORITY
(IF CORPORATION OR LLC)
I HEREBY CERTIFY that at a meeting of the Board of Managers of
NAI Miami Property Management, LLC, a Florida limited liability company organized and existing
under the laws of the State of Florida, held on the 3rd day of December, 2025 a resolution was duly
passed and adopted authorizing Jeremy S. Larkin as Manager of the entity to execute agreements on
behalf of the entity and providing that their execution thereof, attested by the secretary of the entity, shall
be the official act and deed of the entity.
I further certify that said res ► ton remains in full force and effect. t
IN WITNESJ 1 EREOF, I have hereunto set my hand this i" day of Deceimicver, 20 �S
Secretary:
Ed . d L. Schmidt
STATE OF FLORIDA
COUNTY OF MIAMI-DADE
NOTARIZATION
) ) SS:
THE FOREGOING INSTRUMENT was acknowledged before me by means of k physical presence or
[ J online notarization on this 1 day of t L 4'Y1) llt. , 2025, by Edward L. Schmidt as
Secretary, on behalf of said entity, who is ( X) personally known to me or ( ) has produced
the following identification
S
STATE
CO
PUBLIC
ORIDA / Z
ON EXPIRES
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.tr.'4'�., Francheska Castano
+°'°=_ •
Comm.: HH 483425
•Expires: Jan. 22, 2028
O TYPED -
NAME OF NOTARY PUBLIC
CERTIFICATE OF AUTHORITY
(IF PARTNERSHIP)
I HEREBY CERTIFY that at a meeting of the Board of Directors of
a partnership organized and existing under the laws of
the State of , held on the day of , 20, a resolution was duly passed and
adopted authorizing (Name) as (Title) of the
partnership to execute agreements on behalf of the partnership and provides that their execution thereof,
attested by a partner, shall be the official act and deed of the partnership.
I further certify that said partnership agreement remains in full force and effect.
IN WITNESS WHEREOF, I have hereunto set my hand this , day of , 20
Partner:
Print:
Names and addresses of partners:
Name
Street Address
City
State
Zip
STATE OF
NOTARIZATION
) ) SS:
COUNTY OF )
THE FOREGOING INSTRUMENT was acknowledged before me by means of [ ] physical presence or [ ]
online notarization on this day of , 2025, by as , on
behalf of said entity, who is ( ) personally known to me or ( ) has produced the following
identification
SIGNATURE OF NOTARY PUBLIC
STATE OF FLORIDA
COMMISSION EXPIRES
CERTIFICATE OF AUTHORITY
(IF JOINT VENTURE)
Joint ventures must submit a joint venture agreement indicating that the person signing this Agreement is
authorized to sign documents on behalf of the joint venture. If there is no joint venture agreement, each
member of the joint venture must sign this Agreement and submit the appropriate Certificate of Authority
(corporate, partnership, or individual).
NOTARIZATION
STATE OF ) ) SS:
COUNTY OF )
THE FOREGOING INSTRUMENT was acknowledged before me by means of [ ] physical presence or [ ]
online notarization on this day of
, 2025, by
as , on
behalf of said entity, who is ( ) personally known to me or ( ) has produced the following
identification
SIGNATURE OF NOTARY PUBLIC
STATE OF FLORIDA
COMMISSION EXPIRES
CERTIFICATE OF AUTHORITY
(IF INDIVIDUAL)
I HEREBY CERTIFY that, I (Name) , individually and doing business
as (d/b/a) (If Applicable) have executed and am bound by
the terms of the Agreement to which this attestation is attached.
IN WITNESS WHEREOF, I have hereunto set my hand this day of , 20 .
Signed:
Print:
NOTARIZATION
STATE OF ) ) SS:
COUNTY OF
)
THE FOREGOING INSTRUMENT was acknowledged before me by means of [ ] physical presence or [ ]
online notarization on this
day of , 2025, by as , on
behalf of said entity, who is ( ) personally known to me or ( ) has produced the following
identification
SIGNATURE OF NOTARY PUBLIC
STATE OF FLORIDA
COMMISSION EXPIRES
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