Hillsborough County Public Schools Business
Action Item

DATE: Tuesday, May 2, 2006
TO: School Board Members
FROM: MaryEllen Elia, Superintendent

SUBJECT / RECOMMENDATIONS

Accept the Four Proposals Submitted by 1) American Acquisition Group, LLC, 2) Dennis Noto & Associates, 3) McKeon & Menard, 4) Valuation Advisors, and 5) Kenneth Evans for Request for Proposal (RFP) #4711-TS Real Estate Appraisal Services. The work will be assigned by the Chief Facilities Officer, in consultation with the School Board Attorney, taking into consideration the expertise required and circumstances of each assignment. (Business Division)

EXECUTIVE SUMMARY

On March 29, 2006, the Purchasing Department on behalf of the Facilities Division issued an RFP for Real Estate Appraisal Services based upon the specifications provided by the Facilities Division. The purpose of this RFP is to establish services for qualified real estate appraisals for various properties in Hillsborough County, Florida, for potential use as school sites. Proposals were due April 4, 2006.

The District notified 833 vendors online of the RFP and received five (5) proposals within the proposed time frame (Attachment A). Proposals were received from: 1) American Acquisition Group, LLC, 2) Dennis Noto & Associates, 3) Kenneth C. Evans, 4) McKeon & Menard, and 5) Valuation Advisors. The evaluation process included a committee of district level personnel (Attachment B). The evaluation consisted of two phases. Phase I was conducted on April 10, 2006. Phase II was conducted on April 13, 2006. The Purchasing Staff contacted references to assist the committee during the evaluation process. The committee reviewed key points as a group and individually rated each vendor for a final compilation (Attachments C and D). The fee schedule for each firm recommended for award is provided under attachment E. The initial term of the contract shall be for a three-year period with an effective date of May 3, 2006.



ANNUAL DISTRICT GOAL(S) AND CRITICAL SUCCESS FACTOR(S)

As stated in OPPAGA report: “Efficient purchasing and warehousing requires that management processes be in place to ensure that supplies, equipment, and services vital to the school’s education mission are purchased from a competitive source, in the right quantity, delivered timely to the correct location, and stored in a secure location. These criteria should be met for each purchase without sacrificing quality.”

FINANCIAL IMPACT (Budgeted: Yes)

Appraisal activity will vary from year to year based on the need for property. All costs associated with this activity will be considered a cost of construction for the school and included in the Capital Outlay Budget for the specific construction project.

EVALUATION

Contract Administration or evaluation is performed by the Project Manager (end user) and Purchasing Analyst, who function as a team. Reviews are conducted face to face, typically quarterly, or by utilizing an online vendor performance report. Prior to soliciting a new contract, the Contract Administration team must first give consideration to the specifications and supporting data of the expiring contract.







SUBMITTED BY: Willie T. Campbell, CPPO, CPPB, General Manager of Procurement
 


 Reviewed by Thomas Gonzalez, School Board Attorney


_____________________________________________

Cathy Valdes
Chief Facilities Officer
(813) 272-4004
Gretchen Saunders
Chief Business Officer
(813) 272-4270
5.40R
Hillsborough County Public Schools (Florida) * Mtg.#20060502_175 * Section E Item# 5.40R