HomeMy WebLinkAboutRFP - P809 REAL ESTATE BUYERS AGENTCity of Fort Collins
Admini5_ alive Services
Purchasing Division
REQUEST FOR PROPOSAL
CITY OF FORT COLLINS
REAL ESTATE BUYER'S AGENT
Proposal Number P-809
The City of Fort Collins is seeking proposals from Real Estate Buyer's Agent/Broker to represent
the City in acquiring land suitable for future residential development.
Written proposals, five (5) will be received at the City of Fort Collins' Purchasing Division, 215 North
Mason St., 2nd floor, Fort Collins, Colorado 80524. Proposals will be received before 3:00 p/m. (our
clock), October 23, 2001. Proposal No. P-809. If delivered, they are to be sent to 215 North Mason
Street, 2"d Floor, Fort Collins, Colorado 80524. If mailed, the address is P.O. Box 580, Fort Collins,
80522-0580.
Questions concerning the scope of the project should be directed to Maurice Head, Project Manager
(970)221-6342.
Questions regarding proposals submittal or process should be directed to James B. O'Neill II,
CPPO, FNIGP, Director of Purchasing and Risk Management. (970) 221-6775.
A copy of the Proposal may be obtained as follows:
1. Call the Purchasing Fax -line, 970-416-2033 and follow the verbal instruction to
request document #30809.
2. Download the Proposal/Bid from the Purchasing Webpage,
www.fcgov.com/purchasing.
3. Come by Purchasing at 215 North Mason St., 2" d floor, Fort Collins, and request a
copy of the Bid.
Sales Prohibited/Conflict of Interest: No officer, employee, or member of City Council, shall have a
financial interest in the sale to the City of any real or personal property, equipment, material,
supplies or services where such officer or employee exercises directly or indirectly any decision -
making authority concerning such sale or any supervisory authority over the services to be rendered.
This rule also applies to subcontracts with the City. Soliciting or accepting any gift, gratuity favor,
entertainment, kickback or any items of monetary value from any person who has or is seeking to
do business with the City of Fort Collins is prohibited.
215 North Mason Street • 2nd Floor • P.O. Box 580 • Fort Collins, CO 80522-0580 • (970) 221-6775 • FAX (970) 221-6707
EXCLUSIVE RIGHT -TO -BUY CONTRACT
(BUYER AGENCY)
2001 Fort Collins, Colorado,
The City of Fort Collins, Colorado, a Municipal Corporation ("Buyer") appoints ,("Broker")
as Buyer's exclusive agent for the purpose of representing Buyer to acquire interests in real property
as indicated in Section 3 ("Property") and under the terms specified herein.
1. Effect of Exclusive Buyer Agency Contract. Broker is the limited agent of Buyer and
will represent only Buyer. By engaging Broker as Buyer's exclusive agent, Buyer agrees to conduct
all negotiations for Property through Broker and to refer to Broker all inquiries received from real
estate brokers, salespersons, prospective sellers, or any other source during the time this contract
is in effect. Buyer agrees that any compensation to Broker which is conditioned upon the acquisition
by Buyer of interests in real property, whether by lease or purchase (collectively "Purchase"), will be
earned by Broker whenever such interests are acquired by Buyer directly or indirectly, without any
discount or allowance for any efforts made by Buyer or any other person in connection with the
acquisition of such interests by Buyer.
2. Purchase. "Purchase of the Property" or "Purchase" means the voluntary acquisition of
any interest in the Property or the voluntary creation of the right to acquire any interest in the
Property (including a contract or lease).
3. Property. The Property shall be those certain real properties located in the County of
Larimer, State of Colorado and are listed on Exhibit "A" attached hereto and incorporated herein by
this reference.
4. Duration of Agency. Broker's authority as Buyer's exclusive agent shall begin
2001 and shall continue until the earlier of 200 or completion of the
acquisition of the Property unless an extension is agreed to by the parties
5. Broker's Services. Broker will exercise reasonable skill and care for Buyer, and make
reasonable efforts to locate property.
(a) Broker will promote the interests of Buyer with the utmost good faith, loyalty, and fidelity,
including but not limited to:
1. seeking a price and terms which are acceptable to Buyer, except that Broker shall not be
obligated to seek other properties while Buyer is a party to a contract to purchase Property;
2. procuring acceptance of any offer to purchase property and to assist in the completion of the
transaction;
3. presenting all offers to and from Buyer in a timely manner, regardless of whether Buyer is
already a party to a contract to purchase Property;
4. disclosing to Buyer adverse material facts actually known to Broker,
5. counseling Buyer as to any material benefits or risks of the transaction which are actually known
to Broker,
6. advising Buyer to obtain expert advice as to material matters about which Broker knows but the
specifics of which are beyond the expertise of Broker,
7. accounting in a timely manner for all money and property received, and
8. informing Buyer that Buyer may be vicariously liable for the acts of Broker when Broker is acting
within the scope of the agency relationship.
3
(b) Broker shall not disclose to the seller or any other third party, without the informed
consent of Buyer:
1. that Buyer is willing to pay more than the purchase price for Property;
2. what Buyer's motivating factor(s) are;
3. that Buyer will agree to financing terms other than those offered;
4. any material information about Buyer unless disclosure is required by law or failure to disclose
such information would constitute fraud or dishonest dealing; and
5. any facts or suspicions regarding circumstances which would psychologically impact or
stigmatize Property.
(c) Broker shall disclose to any prospective seller all adverse material facts actually
known by Broker, including but not limited to adverse material facts concerning Buyer's financial
ability to perform the terms of the transaction and whether Buyer intends to occupy Property as a
principal residence.
(d) Broker shall make submissions to Buyer describing and identifying properties
appearing to substantially meet the criteria set forth in Section 3.
6. Compensation to Broker. In consideration of the services to be performed by Broker,
Buyer shall pay Broker as follows:
(a) Success Fee. Broker shall be paid a fee equal to percent (_%) of the purchase
price. The success fee is conditioned upon the Purchase of the Property or the acquisition by Buyer
of property not in compliance with the requirements specified in Section 3 but within the purview
of this contract. This fee is payable upon closing of the transaction(s), subject to the provisions of
Section 8. This fee shall apply to Property contracted for during the original term of this contract or
any extension(s) and shall also apply to Property contracted for within thirty (30) days after this
contract expires or is terminated (Holdover Period) if the Property was shown or specifically
presented in writing to Buyer by Broker during the original term or any extension(s) of the term of
this contract; provided, however; that Buyer shall owe no commission to Broker under this
subsection if a commission is earned by another licensed real estate broker acting pursuant to an
exclusive right -to -buy contract or an exclusive agency Listing contract entered into during the
Holdover Period.
Buyer is obligated to pay Brokers fee. However, Broker is authorized and instructed to
request payment of Broker's fee by listing broker or by seller from the transaction.
(b) Retainer Fee. Buyer shall pay Broker a nonrefundable retainer fee of
Dollars ($ ) due and payable upon signing of this contract. This amount shall be credited
against fees payable to Broker in this Section 6.
7. Failure to Close. If a seller fails to close with no fault on the part of Buyer, the
success fee provided in Section 6(a) shall be waived. If Buyer is at fault, such success fee will not
be waived, but will be due and payable immediately. Broker shall not be obligated to advance funds
for Buyer.
8. Disclosure of Broker's Role. At the earliest reasonable opportunity, Broker shall
inform any prospective sellers or their brokers with whom Broker negotiates pursuant to this contract
that Broker is acting on behalf of a Buyer -principal.
9. Disclosure of Buyer's Identity. Broker does have Buyer's permission to disclose
Buyer's identity to third parties without prior written consent of Buyer.
10. Assignment by Buyer. No assignment of Buyer's rights or obligations under this
contract and no assignment of rights or obligations in property obtained for Buyer under this contract
shall operate to defeat any of Broker's rights.
11. Nondiscrimination. The parties agree not to discriminate unlawfully against any
prospective seller because of the race, creed, color, sex, marital status, national origin, familial
status, physical or mental handicap, religion or ancestry of such person.
12. Recommendation of Legal Counsel. By signing this document, Buyer
acknowledges that Broker has advised that this document has important legal consequences and
has recommended consultation with legal and tax or other counsel, before signing this contract.
13. Alternative Dispute Resolution: Mediation. If a dispute arises relating to this
contract, and is not resolved, the parties involved in such dispute (Disputants) shall first proceed
in good faith to submit the matter to mediation. The Disputants will jointly appoint an acceptable
mediator and will share equally in the cost of such mediation. In the event the entire dispute is not
resolved within thirty (30) calendar days from the date written notice requesting mediation is sent
by one Disputant to the other(s), the mediation, unless otherwise agreed, shall terminate. This
section shall not alter any date in this contract, unless otherwise agreed.
14. Attorney Fees. In case of arbitration or litigation between Buyer and Broker in their
respective capacities, the parties agree that costs and reasonable attorney fees shall be awarded
to the prevailing party.
15. Early Termination by City/Notice. Notwithstanding the time periods contained
herein, the Buyer may terminate this Agreement at any time without cause by providing written
notice of termination to the Broker. Such notice shall be delivered at least fifteen (15) days prior to
the termination date contained in said notice unless otherwise agreed in writing by the parties. All
notices provided under this Agreement shall be effective when mailed, postage prepaid and sent
to the following addresses:
If to Broker:
If to Buyer:
City of Fort Collins
P.O. Box 580
Fort Collins, CO 80522
5
16. Modification of this Contract. No subsequent modification of any of the terms of
this contract shall be valid, binding on the parties, or enforceable unless in writing and signed by the
parties.
17. Entire Agreement. This contract constitutes the entire agreement between the
parties and any prior agreements, whether oral or written, have been merged and integrated into
this contract.
18. Counterparts. If more than one person is named as a Buyer herein, this contract
may be executed by each Buyer, individually, and when so executed, such copies taken together
shall be deemed to be a full and complete contract between the parties.
29. Copy of Contract. Buyer acknowledges receipt of a copy of this contract signed by
Broker.
6
ACCEPTED BY:
BROKER:
Date: By.
THE CITY OF FORT COLLINS, COLORADO,
a Municipal Corporation
Date: By.
Date:
ATTEST:
City Clerk
APPROVED AS TO FORM:
Assistant City Attorney
John F. Fischbach, City Manager
By:
James B. O'Neill II, CPPO, FNIGP
Director of Purchasing and Risk Management
Collusive or sham proposals: Any proposal deemed to be collusive or a sham proposal will be
rejected and reported to authorities as such. Your authorized signature of this proposal assures that
such proposal is genuine and is not a collusive or sham proposal.
The City of Fort Collins reserves the right to reject any and all proposals and to waive any
irregularities or informalities.
Sincerely,
B. O'Neill ll, CPPO, FNIGP
r of Purchasing & Risk Management
City of Fort Collins
Admini. Ative Services
Purchasing Division
REQUEST FOR PROPOSAL
CITY OF FORT COLLINS
REAL ESTATE BUYER'S AGENT
Proposal Number P-809
Proposal Date: 3:00 p.m. (our clock) October 23, 2001
215 North Mason Street • 2nd Floor • P.O. Box 580 • Fort Collins, CO 80522-0580 • (970) 221-6775 • FAX (970) 221-6707
REQUEST FOR PROPOSAL
CITY OF FORT COLLINS
REAL ESTATE BUYER'S AGENT
Proposal Number P-809
The City of Fort Collins is seeking proposals from Real Estate Buyer's Agent/Broker to represent
the City in acquiring land suitable for future residential development.
Written proposals, five (5) will be received at the City of Fort Collins' Purchasing Division, 215 North
Mason St., 2nd floor, Fort Collins, Colorado 80524. Proposals will be received before 3:00 p/m. (our
clock), October 23, 2001. Proposal No. P-809. If delivered, they are to be sent to 215 North Mason
Street, 2"d Floor, Fort Collins, Colorado 80524. If mailed, the address is P.O. Box 580, Fort Collins,
80522-0580.
Questions concerning the scope of the project should be directed to Maurice Head, Project Manager
(970) 221-6342.
Questions regarding proposals submittal or process should be directed to James B. O'Neill ll,
CPPO, FNIGP, Director of Purchasing and Risk Management. (970) 221-6775.
A copy of the Proposal may be obtained as follows:
1. Call the Purchasing Fax -line, 970-416-2033 and follow the verbal instruction to
request document #30809.
2. Download the Proposal/Bid from the Purchasing Webpage,
www.fcgov.com/purchasing.
3. Come by Purchasing at 215 North Mason St., 2Id floor, Fort Collins, and request a
copy of the Bid.
Sales Prohibited/Conflict of Interest: No officer, employee, or member of City Council, shall have a
financial interest in the sale to the City of any real or personal property, equipment, material,
supplies or services where such officer or employee exercises directly or indirectly any decision -
making authority concerning such sale or any supervisory authority over the services to be rendered.
This rule also applies to subcontracts with the City. Soliciting or accepting any gift, gratuity favor,
entertainment, kickback or any items of monetary value from any person who has or is seeking to
do business with the City of Fort Collins is prohibited.
09/12101
Collusive or sham proposals: Any proposal deemed to be collusive or a sham proposal will be
rejected and reported to authorities as such. Your authorized signature of this proposal assures that
such proposal is genuine and is not a collusive or sham proposal.
The City of Fort Collins reserves the right to reject any and all proposals and to waive any
irregularities or informalities.
Sincerely,
1. O'Neill II, CPPO, FNIGP
of Purchasing & Risk Management
09/12101 2
Purpose
In implementing the City's Land Bank program, a "Real Estate Buyer's Agent/Broker" is being
solicited to represent the City in acquiring land suitable for future residential development. The
selected Broker may also be used by the City in acquiring lands for Natural Resources and Utilities.
The goal of the Land Bank Program is "to maintain an adequate supply of land for housing low and
moderate income persons and families. The City has $925,000 available to expend for land banking
purposes and additional funding is anticipated in the future. The Land Bank program will acquire
sites in fee simple that are primarily appropriate for multi -family residential development and hold
them long term so that they are available when needed.
Site Selection Criteria
The Real Estate Buyer's Agent will focus on identifying sites in the City's Growth Management Area.
Some in -fill sites should be considered to provide a distribution of sites around the City. However,
land not yet subject to intense development pressures will probably be cheaper than in -fill sites. For
this reason, the Real Estate Buyer's Agent should consider the following site selection
characteristics in identifying sites for the City to acquire:
1. Sites should be the most affordable when considering not only the cost of the land but also the
cost to develop the site.
2. Sites should generally be (3 -15 acres) in a wide variety of locations to distribute affordable
housing throughout the City.
3. Sites should be close to services, public transportation, and infrastructure, without environmental
constraints and ready for development within a 5 to15 year time period.
4. Sites should be located within 1/2 mile of an elementary school or middle school.
5. Sites should be located within 1/2 mile of parks.
6. Sites should be located within 1/2 mile of transit routes.
7. Sites should be within 1/2 mile of planned future employment and retail centers.
8. Sites should be consistent with City and County Capital Improvement Programs.
9. The zoning and structure plan of sites should also be considered.
10. The sites should be consistent with City Plan.
09/12/01 3
Evaluation Factors
The following factors will be evaluated in determining the successful Real Estate Buyer's Agent:
1. The agent shall provide a list of possible sites that fits the City's site selection criteria.
2. The agent shall provide a description of qualifications, experience and resources as they relate
to undertaking this work.
3. The agent shall provide a list of clients, for whom work has been performed , including the
names of the person or firm contact person, name addresses and phone numbers of clients.
4. The fee charge for providing the services.
Scheduling
The City would like to locate and acquire appropriate land banking sites within 180 days of executing
a contract with the agent.
Disclaimer
The City of Fort Collins reserves the right to reject any and all Real Estate Buyer's Agents, according
to City's own judgement and best interest.
09/12/01 4
REVIEW AND ASSESSMENT
Professional firms will be evaluated on the following criteria. These criteria will be the basis for
review of the written proposals and interview session.
The rating scale shall be from 1 to 5, with 1 being a poor rating, 3 being an average rating, and 5
being an outstanding rating.
WEIGHTING
QUALIFICATION
STANDARD
FACTOR
2.0
Scope of Proposal
Does the proposal show an understanding of the
project objective, methodology to be used and results
that are desired from the project?
2.0
Assigned Personnel
Do the persons who will be working on the project
have the necessary skills? Are sufficient people of
the requisite skills assigned to the project?
1.0
Availability
Can the work be completed in the necessary time?
Can the target start and completion dates be met?
Are other qualified personnel available to assist in
meeting the project schedule if required? Is the
project team available to attend meetings as required
by the Scope of Work?
1.0
Motivation
Is the firm interested and are they capable of doing
the work in the required time frame?
2.0
Cost and
Do the proposed cost and work hours compare
Work Hours
favorably with the project Manager's estimate? Are
the work hours presented reasonable for the effort
required in each project task or phase?
2.0
Firm Capability
Does the firm have the support capabilities the
assigned personnel require? Has the firm done
previous projects of this type and scope?
F/9/00 1
Reference evaluation (Top Ranked Firm)
The project Manager will check references using the following criteria. The evaluation rankings
will be labeled Satisfactory/Unsatisfactory.
QUALIFICATION
STANDARD
Overall Performance
Would you hire this Professional again? Did
they show the skills required by this project?
Timetable
Was the original Scope of Work completed
within the specified time? Were interim
deadlines met in a timely manner?
Completeness
Was the Professional responsive to client
needs; did the Professional anticipate
problems? Were problems solved quickly and
effectively?
Budget
Was the original Scope of Work completed
within the project budget?
Job Knowledge
a) If a study, did it meet the Scope of Work?
b) If Professional administered a construction
contract, was the project functional upon
completion and did it operate properly?
Were problems corrected quickly and
effectively?
2/9/00 2