CITY OF LAGO VISTA, TEXAS

Transcription

1 CITY OF LAGO VISTA, TEXAS Request for Proposal REAL ESTA E BROKE SERVICES Due: 4:00 P.M. May 23, 2016 Submit to: Sandra Barton, City Secretary 5803 Thunderbird St., Ste. 101 Lago Vista, Texas Page 1

2 RFP - REAL ESTATE BROKER SERVICES The City of Lago Vista (the "City") seeks a real estate firm experienced in the sale of large, high value residential real estate located on Lake Travis and to provide services for a property owned by the City of Lago Vista, It is the intent of this RFP to have the successful Broker/firm enter into a Professional Services Contract with the City to supply real estate services as outlined herein. The property is located at Marshall's Point Drive (the "Property") (Amended Plat of Lot 4, Block A Marshall's Point). The firm is expected to meet the City's objective to sell the Property; therefore, having a global reach is extremely important. The Broker is expected to market and offer for sale the Property to qualified buyers. The Property, as shown on Attachment A, is complete with utility services and infrastructure, as well as specified personal property that is to be conveyed along with the Property. There are currently repairs being conducted on the Property which will be completed prior to sale. The real estate firm will be paid strictly on commission basis and will be expected to work closely with the City Manager and provide regular reports to Page2

3 the City Council. Written proposals, three copies, should be submitted to the City Secretary, Sandra Barton, 5803 Thunderbird St., Lago Vista, Texas 78645, in a sealed envelope clearly marked on the outside, "Proposal - Real Estate Broker Services," on or before May 23, 2016 at 4:00 p.m. No facsimile transmissions or will be accepted. The proposal should be accompanied by an executed Conflict of Interest Statement, Attachment B. On May 23, 2016, all proposals then received in a complete form will be opened and read aloud. Selection will be made by the Lago Vista City Council. It is anticipated that Council will consider selection at the June 2, 2016 City Council meeting. An oral presentation to Council may be necessary. The Lago Vista City Council reserves the right to reject any and all proposals, or parts of proposals, when it is judged to be in the best interest of the City. All questions should be sent to Melissa Byrne Vossmer, City Manager, 5803 Thunderbird St., Ste. 101, Lago Vista, TX 78645; or MBymeVossmer@lago-vista.org. The deadline for questions will be close of business on Wednesday, May 18, Page3

4 A. SCOPE OF SERVICES The successful Broker/firm shall agree to contract with the City to provide the following: Perform market analysis; Develop strategies, with the consultation of the City, for advertisement and sale of the property; List and advertise, at the sole expense of Broker/firm, the property for sale in the listing/advertising services available to Broker/firm which are usually and customarily employed by Broker/firm with the sale of properties similar to the Property. Work with City Attorney and City Consultants to negotiate a Property sales contract with buyers and prospects; Coordinate real estate appraisals, if any; Coordinate real estate transaction closings; and Handle all other customary activities and services associated with real estate transactions. Services may include consultation with City staff and the Lago Vista City Council relating to the sale of the Property. Presentations at public meetings Page4

5 may be required. B. BROKER'S QUALIFICATIONS Respondents to this RFP shall have the following qualifications: Must be licensed and in good standing with the State of Texas; Must have an excellent reputation in the real estate community; Must be knowledgeable in the local real estate market and have specific experience with the listing and sale of high value, large residential properties located on Lake Travis, Texas; and Must be knowledgeable in the use of all public real estate records. C. INSURANCE REQUIREMENTS For proposal purposes, proposers must submit copies of certificates of insurance for general liability and workers' compensation. The successful contractor must provide original certificates prior to commencing services. D. FEE SCHEDULE The proposed fee schedule shall include the following items: State your commission rate for the selling of Pages

6 properties and state the commission split in the event the buyer is procured through the efforts of another Broker. Contain a listing/advertising plan and budget. E. TERM OF CONTRACT The contract period for the successful Broker/firm will be from date of award for a period of twelve (12) months. The contract may be terminated, for cause, by either party with 60 (sixty) days' prior notice. The contract may be extended by mutual written consent of the parties. F. EVALUATION AND AWARD PROCESS Issuance of this RFP and receipt of proposals does not commit the City to award a contract. The City reserves the right to postpone receipt date, acceptance or rejection of any or all proposals received in response to this RFP, or to negotiate with any of the Brokers/firms submitting an RFP, or to cancel all or part of this RFP. G. ORAL PRESENTATION/INTERVIEWS Firms submitting a proposal in response to this RFP may be required to give an oral presentation of their proposal or go through an interview. Page6

7 Additional technical and/or cost information may be requested for clarification purposes, but in no way will change the original proposal submitted. H. SELECTION CRITERIA 1. Knowledge of the local real estate market in the Lago Vista and Lake Travis areas of central Texas. 2. Global reach for marketing the property. 3. Residential real estate experience, qualifications and references and actual sale of large, high value residential properties on Lake Travis, Texas. 4. Proven large, high value residential real estate track record. 5. Exceptional local reputation for the sale of properties similar to the Property. 6.Fee schedule 7. Completeness of response to RFP as outlined in this solicitation. I. RFP SUBMITTAL REQUIREMENTS By submitting a proposal, you represent that you have ( 1) thoroughly examined and become familiar with the scope of services outlined in this RFP and (2) are capable of performing quality work to achieve the City's objectives. Page7

8 J. Proposed Calendar of Events Description of Events Date Completed RFP Issued and Distributed April 25, 2016 Questions Due to City Manager May 18, 2016 (Close of Business) Proposals Due May 23, 2016 at 4:00 p.m. Tentative Selection by Lago Vista City June2,2016 Council The following information must accompany your proposal in this order: 1. Years in business and previous names of the firm, if any. 2. Description of your firm, including size of firm, location, number and nature of the professional staff to be assigned to the City; and staff experience and training, including a brief resume for each key person listed. 3. Describe experience (minimum five years' previous experience with proven effectiveness) your firm or organization has in pertinent real estate experience. 4. Experience in listing and selling properties similar to the Property. Page8

9 5. List of at least three references where and when your firm provided similar services. Please provide names and telephone numbers of contact persons for each reference. 6. Any additional services offered through your firm. 7. Listing of current litigation, outstanding judgments and liens. 8. Fee schedule: State your commission rate for listing and selling of properties. State you required split of commission in the event of a sale by another Broker. State any other costs the City may anticipate relating to the real estate services to be provided. In making this proposal, the firm hereby certifies that they have reviewed this RFP and are familiar with all condition contained therein. The City will not be responsible for nor incur any cost associated with the submittal or preparation of this Request for Proposal. I have read, understand and will comply with all of the conditions of this RFP, as they apply to my firm's responsibilities, as noted in the above proposal Page9

10 information. Authorized Individual Signature: Date: Print Above Name (Individual I Company Representative) Company Name: Address, City, State Phone: Page 10

11 :;,, Legend Street Labels Contours LJ Tax Parcels 1 inch = 155 feet h Id I' able for improper or incorrect use of the data contained The City of herein. Lago Vista It is the shall respons1 not b e. b~' ty ~fthe user to use the data appropriately and 11 consistent within the limitation of geospatial data.

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13 CONFLICT OF INTEREST QUESTIONNAIRE For vendor or other person doing business with local governmental entity ~ I FORM CIQ This questionnaire reflects changes made to the law by H.B. 1491, 80th Leg., Regular Session. This questionnaire is being filed in accordance with Chapter 176, Local Government Code by a person who has a business relationship as defined by Section (1-a) with a local governmental entity and the person meets requirements under Section (a). OFFICE USE ONLY Date Received By law this questionnaire must be filed with the records administrator of the local governmental entity not later than the 7th business day after the date the person becomes aware of facts that require the statement to be filed. See Section , Local Government Code. A person commits an offense if the person knowingly violates Section , Local Government Code. An offense under this section is a Class C misdemeanor...:!.j Name of person who has a business relationship with local governmental entity. ~ D Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business day after the date the originally filed questionnaire becomes incomplete or inaccurate.) l!j Name of local government officer with whom filer has employment or business relationship. Name of Officer This section (item 3 including subparts A, B, C & D) must be completed for each officer with whom the filer has an employment or other business relationship as defined by Section (1-a), Local Government Code. Attach additional pages to this Form CIQ as necessary. A. Is the local government officer named in this section receiving or likely to receive taxable income, other than investment income, from the filer of the questionnaire? Oves DNo B. Is the filer of the questionnaire receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer named in this section AND the taxable income is not received from the local governmental entity? Dves DNo C. Is the filer of this questionnaire employed by a corporation or other business entity with respect to which the local government officer serves as an officer or director, or holds an ownership of 1 O percent or more? Oves DNo D. Describe each employment or business relationship with the local government officer named in this section. Signature of person doing business with the governmental entity Date Adopted 06/29/2007