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Page 1: yellowstonelandscape.comyellowstonelandscape.com/images/the perfect landscapi…  · Web viewShrub (fungicide, insecticide, pre-emergent)  Small/Medium Trees & Crape

Welcome to Yellowstone Landscape’s Landscaping RFP Template!

If you’re ready to put together the perfect RFP to find the most qualified and competitive commercial landscape maintenance company for your property, you've come to the right place.

We hope the following Landscaping RFP Template is just what you'll need for your next landscape proposal process. We've even added comments to help guide you on what sections you'll need, and what sections you might be able to do without.

The downside to using templates is that an effective RFP requires quite a bit of customization. We've approached this concern by keeping the RFP sections customizable. For instance, Government RFP's require strict legal language, whereas a Homeowner's Association RFP may not have to be as regimented. Our RFP template is ideal for the use in commercial properties and communities that have freedoms to create their own RFP.

On a legal note, we can’t be held responsible for your final RFP. We don't know all your local ordinances, your state statutes or other legal requirements, and we don't specialize in offering legal advice. In other words, please use this template carefully and seek professional counsel if needed.

This template is a collaboration of dozens of different RFP's we've completed and helped our clients create. We've combined the best from each one, but we are not wholly the author of the content. We've simply stitched it together from various sources to save you time.

Enough introduction - here's the Landscaping RFP Template…

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<Insert Owner Name>

REQUEST FOR LANDSCAPE MANAGEMENT PROPOSAL

<Insert Name of Property>

<Insert Date>

<Insert Property Management company or other contact information>

Table of Contents

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1. INSTRUCTIONS TO PROPOSERS

2. ACKNOWLEDGEMENT OF RECEIPT AND PROPOSAL SIGNATURE FORM

3. LANDSCAPE MANAGEMENT SERVICE PRICING SHEET

4. EXHIBIT A – SCOPE OF SERVICES

5. EXHIBIT B – WORK AUTHORIZATION FORM

6. EXHIBIT C - SITE MAP

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<Insert Client Name>

LANDSCAPE MANAGEMENT SERVICES

INSTRUCTIONS TO PROPOSERS

The Board of Directors of <Insert Owner Name> has directed <Insert Property Management Name> to obtain bids to provide complete landscape management services for <Insert Property Name>.

1. Due Date: SEALED PROPOSALS must be received no later than <Insert Date/Time> at <Insert location address to deliver> ATTN: <Insert Name>.

2. Signature on Proposal: In addition to executing all forms, affidavits, and acknowledgements for which signature and notary blocks are provided, the Proposer must correctly sign the Acknowledgement of Receipt and Proposal Signature Form. If the proposal is made by an individual, that person’s name and business address shall be shown. If made by a partnership, the name and business address of an authorized member of the firm or partnership shall be shown. If made by a corporation, the person signing the proposal shall show the name of the state under the laws of which the corporation was chartered. Anyone signing the proposal as agent shall file with the proposal evidence of his authority to do so.

3. Commencement of Services/Term: The services and work to be provided by the Contractor shall continue for a term of <12/24/36> months beginning <Insert commencement date>. This Agreement will renew automatically at the end of the initial term and will continue to renew at the end of each successive 12 month term unless cancelled by either party with written notice of no less than 60 days prior to the expiration of the initial term or any extension term.

4. Familiarity of Laws: The Proposer is assumed to be familiar with all federal, state, and local laws, ordinances, rules and regulations that in any manner affect the work. Ignorance on the part of the Proposer will in no way relieve it from responsibility.

5. Qualifications of the Proposer: The contract, if awarded, will only be awarded to a responsible Proposer who is qualified by experience to do the work specified herein. The Proposer shall submit with its proposal satisfactory evidence of experience in similar work and show that it is fully prepared with the necessary organization, capital, and equipment to complete the work to the satisfaction of the <Insert Owner Name>.

6. No proposer shall submit more than one proposal. Proposers shall be disqualified and their proposals rejected if the <Insert Owner Name> has reason to believe that collusion may exist among the Proposers, the Proposer has defaulted on any previous contract or is in arrears on any existing contract, or for failure to demonstrate proper licensure and business organization.

7. Submission of Proposal: Submit <Insert # of copies> copies of the proposal forms and other requested attachments at the time and place indicated

RFP – <Insert Property Name> Page <>

dgroleau, 06/11/12,
This is a common clause in many quasi-governmental RFP's that require a legally binding signature. Leave it in if you need it formal. If you're just looking for a few informal bids, take this out.
dgroleau, 06/25/12,
By providing a 60 day or even a 90 day notification period you won’t find yourself in the position of scrambling to hire a new contractor to take care of the property since the current one bailed on you in the middle of the growing season with 10 days’ notice.
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herein, which shall be addressed to the “BOARD OF DIRECTORS ONLY” enclosed in an opaque sealed envelope marked with the project title and name and address of the Proposer accompanied by the required documents.

8. Modification and Withdrawal: Proposals are valid for up to 60 days after the date of submission.

9. Proposal Form: All blanks on proposal forms must be completed in ink or typewritten. The proposal shall contain an acknowledgement of all Addenda (the numbers of which must be filled in on the Acknowledgement Form). In making its proposals, each Proposerrepresents that it has read and understands the proposal documents and that the proposal is made in accordance therewith, including verification of contents of proposal package against the Table of Contents.

10. Basis of Award/Right to Reject or Award: <Insert Owner Name> reserves the right to reject any and all proposals, make modifications to the work, and waive any informalities or irregularities in proposals as it is deemed appropriate.

11. Pre-Proposal Conference: A mandatory pre-proposal conference and onsite inspection will be held on <enter date and time> at <enter address>. Proposers are also encouraged to make on-site visits to the area for which services are required in order to gain an understanding of the scope of the area to be served. The Proposer must be familiar with the area and any natural features which will affect the work. Ignorance on the part of the Proposer will in no way relieve it from responsibility.

12. Insurance: All Proposers shall include as part of their proposal a current Certificate of Insurance detailing the company’s insurance coverage including the required minimum coverages listed below (A). In the event that Proposer is notified of award, it shall provide proof of Insurance Coverage in accordance with Items (A) & (B) below within fourteen (14) calendar days after notification or within such approved extended period as the Owner may grant. Failure to provide proper proof of insurance coverage shall constitute a default. The following minimum limits must be maintained during the duration of the Contract without exception and failure to do so shall constitute a default.

A . Minimum Limits Commercial General Liability: $<Insert> per occurrence Automobile Liability: $<Insert> per occurrence Workers Compensation: $<Insert> Employers Liability: $<Insert>

B. Please include the following on the certificate of insurance.

1. Reference <Insert Owner Name>on the certificate. 2. All coverage must be written with an insurance carrier that has an A.M

Best’s Key Rating of <Insert Target Rating>. 3. State additional insured on certificate and mark box with a “Y” for

certificate holder as additional insured. Additional insured: <Insert Owner Name>must be individually listed as additional insured with

RFP – <Insert Property Name> Page <>

dgroleau, 06/21/12,
Each property may require different levels of insurance coverage.
dgroleau, 06/21/12,
You may even want to think about requiring a bid bond for a large project. A bid bond is the same thing as a promise to fulfill the contract (if awarded). Bid bonds are usually 5-10% of the contract value.
dgroleau, 06/21/12,
It's vital that you put the time into these pre-proposal activities. Be clear about responsibilities and promote site familiarity and conditions. The quality of your pre-proposal conferences and site tours will directly have an impact on your proposal results. Show your bidders the boundaries, layout your expectations for the property and invite questions. You won't regret the time you put into this part of the RFP process!
dgroleau, 06/20/12,
1 original, 1 copy, and 1 electronic copy (to share with board members electronically) is generally acceptable.
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respect to all coverage, except workers compensation and employers liability.

4. General liability must include contractual liability. 5. A 30 days’ notice of cancellation is required. 6. All auto policies need to cover “any Auto” or “Hired, Non-Owned and

scheduled.” 7. An authorized agent must sign the certificate.

13. Indemnification: The successful Proposer shall fully indemnify an hold harmless <Insert Owner Name> and <Insert Property Management Name> from and against all claims, damages, costs and losses arising, in whole or in part, from Contractor’s negligence or breach of contract.

RFP – <Insert Property Name> Page <>

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14. All proposals shall include the following information in addition to any other requirements of the proposal documents: A. Identify your company name, address, city, state, zip code, telephone, and

fax numbers. B. Identify any parent corporation and/or subsidiaries and affiliations, if

applicable. C. Provide a brief overview of your company including the number of years in

business, number of employees, nature of business and description of clients.

D. Include the names and resumes of the firm’s principal officers. E. Identify the name, title, address, phone, fax number, e-mail address of the

primary contact person and supervisors, including resumes of staff members available for this project.

F. Provide a narrative description of the Proposer’s approach to providing the services as described in the scope of services, provided herein. (Limit to 5 pages).

G. Include Audited Financial statements for the previous 3 years.H. Three References, including the name, address, and phone number of a

contact person, from projects of similar size and scope. I. List any industry award/recognition that you have received, the awarding

party, and the date received. J. Current sample certificate of insurance. K. A list of any and all lawsuits that the Proposer is or has been a party to in

the past five (5) years. L. A list of any and all licensure disciplinary actions the Proposer or its

employees is or has been a party to in the past five (5) years. M. Completed copies of all other forms included within the proposal

documents. N. Contractor shall provide copies of state and local licenses, permits, and

any required approvals or registrations. O. Contractor shall describe in full its plan for the transition from the

existing force and how it intends to operate that transition in a smooth, workmanlike manner.

15. Any question regarding the Proposal Documents, including specifications or other requirements contained in the Request for Proposal, must be filed in writing within and received no less than 7 days before the due date. These questions should be directed at clarifying issues related to the RFP contents so that the Respondents may be able to provide informed responses within their proposals.

RFP – <Insert Property Name> Page <>

dgroleau, 06/21/12,
This is an important clause when you're looking to make a change on your landscape. It's also an open invitation for the landscape contractor to describe how they intend to service your property.
dgroleau, 06/21/12,
Awards are a huge piece to discovering the credibility of your landscape contractor. If a landscape firm has received a substantial amount of awards, you may even be able to work with them on getting your property recognized.
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16. The proposals shall be ranked based on the <Insert Owner Name> evaluation of the Proposer’s ability to perform the services for the project as demonstrated by the documentation provided by the Proposer and reference checks of the Proposer’s clients. Proposals shall be evaluated using the following point system:

Evaluation Criteria Points

(1) Experience with Similar Projects/References ____ (2) Personnel Capabilities and Quality ____(3) Understanding of the Scope of Work ____(4) Financial Capability ____(5) Price. ____

Total 100

<Insert Owner Name>

ACKNOWLEDGEMENT OF RECEIPT OF DOCUMENTS AND PROPOSAL SIGNATURE FORM

Proposer hereby acknowledges all associated addendums:

Addendum No. dated

Addendum No. dated

Addendum No. dated

Addendum No. dated

Addendum No. dated

Signature Date

Name/Title

RFP – <Insert Property Name> Page <>

dgroleau, 06/21/12,
If you're just looking for a low number, don't include this evaluation guide. You'll just be sending bidders on a wild goose chase, and confirming the speculation that point systems and bid evaluations don't really mean anything. But if you're sincerely looking for a well-rounded and credible landscaper with a competitive price, include this section. You could even expand upon this section to further amplify your priorities. Assign points to the areas of the proposal you think to be most important for your property.
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LANDSCAPE MANAGEMENT SERVICE PRICING SHEET

<Insert Owner Name>To ensure consistency and for proper analysis, pricing submission should follow the format reflected. Prices should include all labor, material cost, sub-contracted expense, overhead, and tax.

A . Common Area Description of Services Year 1 Year 2

(if renewed)

Year 3 (if renewed)

Three Year Total

I. Mowing $ $ $ $- Includes edging, string-trimming, blowing and/or

vacuuming.

II. Detailing $ $ $ $ - Shrub pruning, tree pruning, palm pruning, weeding

and general cleanup of the entire property including Boat & RV Lot and Detail Man

III. Fertilization/Chemical Treatments $ $ $ $ IV. Irrigation $ $ $ $ V. Mulch $ $ $ $ VI. Annual Flowers $ $ $ $

GRAND TOTAL $ $ $ $

Proposer must provide the following information in addition to other bid requirements:

i. Common Area

1. Total square feet of turf area by type:a. <Insert Grass 1 Type> (sf)

b. <Insert Grass 1 Type> (sf)

2. Total square feet of ornamental bed areas:

a. Ornamental Bed Areas (sf)

i. Mulch Quantity (per application)

3. Total square feet of annual flower bed areas:

a. Annual Flower Bed Areas (sf)

# of Flowers Proposed (per rotation)

RFP – <Insert Property Name> Page <>

dgroleau, 06/21/12,
This information is your opportunity to see exactly what contractors are bidding. Feel free to expand upon this section as well. For comparing apples-to-apples, this section is a must!
dgroleau, 06/08/12,
This page is key in tallying up the landscape results. This way, you can really drill down into why certain numbers were higher than others.
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Exhibit A – SCOPE OF SERVICES

The following table summarizes planned visits for completing each of the services performed on <Insert Property Name>:

SERVICES VISITSMowing

Mow, Edge, String Trim & Cleanup (<Insert Grass>)

<Insert #>

Mow, Edge, String Trim & Cleanup (<Insert Grass>)

<Insert #>

Etc….Detailing

Weeding (by hand) <Insert #>Weeding (roundup) <Insert #>Shrub Pruning <Insert #>Small Tree Pruning <Insert #>Etc….

IPM – Fertilization & Pest Control<Insert Type> Turf - Fertilization <Insert #><Insert Type> Turf Fertilization <Insert #><Insert Type> (fungicide, insecticide, herbicide) <Insert #><Insert Type> (fungicide, insecticide, herbicide) <Insert #>Shrub (fungicide, insecticide, pre-emergent) <Insert #>Small/Medium Trees & Crape Myrtle Fertilization

<Insert #>

Etc…Irrigation Inspections

# of Checks <Insert #>Palm Pruning

Standard Palms <Insert #>Tropical Palms <Insert #>Specialty Palms <Insert #>

MulchMulch Application –<Insert Type of Mulch> <Insert #>Mulch Application – <Insert Type of Mulch> <Insert #>

Annual Flowers Standard Annual Flower Installation <Insert #>Deluxe Annual Flower Installation <Insert #>Holiday/Perennial Flower Installation <Insert #>Annual Bed Soil Replenishment <Insert #>Annual Flower Bed Maintenance <Insert #>

RFP – <Insert Property Name> Page <>

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Exhibit A – SCOPE OF SERVICES

I. LANDSCAPE MAINTENANCE PROGRAMA. Turfgrass Specifications

1. Mowinga. Schedule of mowing is determined by the type of turf being serviced and

adjusted to coincide with seasonal growth rates to maintain a consistent, healthy appearance. Scheduled cuts missed due to inclement weather will be made up as soon as possible.

b. Mower blades will be kept sharp at all times to prevent blade tearing. c. Turf growth regulators may be used to assist in maintaining a consistent and

healthy appearance of the turf.d. Various mowing patterns will be employed to insure the even distribution of

clippings and to prevent ruts in the turf caused by mowers. Grass clippings will be left on the lawn to restore nutrients, unless excess clippings create an unsightly appearance.

e. Turf will be cut to a desirable height with no more than 1/3 of the leaf blade removed during each mowing to enhance health and vigor.

2. Edging & Trimming a. Contractor will neatly edge and trim around all plant beds, curbs, streets,

trees, buildings, etc. to maintain shape and configuration.b. Edging equipment will be equipped with manufacturer's guards to deflect

hazardous debris.c. All walks will be blown after edging to maintain a clean, well-groomed

appearance.d. All grass runners will be removed after edging to keep mulch areas free of

weeds and encroaching grass.e. “Hard edging” and clean up shall be performed in conjunction with turf

mowing.f. “Soft edging” and clean up of bed areas shall be performed in conjunction

with turf mowing.g. String trimming shall be performed as needed.h. Areas mutually agreed to be inaccessible to mowing machinery will be

maintained with string trimmers or chemical means, as environmental conditions permit.

3. Debris Removala. Prior to mowing, each area will be patrolled for trash and other debris to

reduce the risk of object propulsion and scattering, excluding areas concentrated with trash (e.g., dumpster zones, dock areas, and construction sites).

b. Removal of all landscape debris generated on the property during landscape maintenance is the sole responsibility of Contractor, at no additional expense to the Client.

4. Fertilizera. Turf grass will be fertilized as appropriate in accordance with type using a

premium turf fertilizer containing minor elements. Various ratios of Nitrogen, Phosphorus, and Potassium (NPK) will be utilized for different growing seasons and environmental conditions.

b. All sidewalks, roads, curbs, and patios will be swept clean of granular fertilizer after applications to minimize staining.

5. Insect, Disease, and Weed Controla. Treatment of turf areas for damaging insect infestation or disease and weed

control will be the responsibility of Contractor.b. All products will be applied as directed by the manufacturers’ instructions and

in accordance with all state and federal regulations. RFP – <Insert Property Name> Page <>

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c. Contractor must possess and maintain an active certified Pest Control License issued through the <Insert State> Department of Agriculture and Consumer Services. Only trained applicators will apply agricultural chemicals.

d. Access to a water source on the Client’s property must be provided for use in spray applications.

B. Plant Material1. Shrubs

a. All pruning and thinning will be performed to retain the intended shape and function of plant material using proper horticultural techniques. Shrubs will be trimmed with a slight inward slope rising from the bottom of the plant to retain proper fullness of foliage at all levels.

b. Plant growth regulators may be used to provide consistent and healthy appearance for certain varieties of plant material and ground covers.

c. Clippings are to be removed by Contractor following pruning.2. Tree Maintenance

a. Trees - will be cleared of sprouts from trunk. “Lifting” of limbs up to 10 feet above the ground is included.

b. <Palm Trees - if applicable> - Only brown or broken fronds will be removed at time of pruning.

c. Contractor will maintain staking and guying of new trees; re-staking of trees due to extreme weather is provided as a separate, billable service.

3. Edging and Trimminga. Groundcovers will be confined to plant bed areas by manual or chemical

means as environmental conditions permit.b. “Weedeating” type edging will not be used around trees.

4. Insect, Disease and Weed Controla. Plants will be treated chemically as needed to effectively control insect

infestation and disease as environmental and horticultural conditions permit. In extraordinary cases where disease or pests resist standard chemical treatments (e.g., Asian Scale [cycad aulacaspis scale] infestations on Sago Palms), Contractor will offer suggestions regarding the best course of action.

b. Open ground in plant beds will be treated by manual or chemical means to control weed pressure as environmental, horticultural, and weather conditions permit.

c. Contractor will maintain a log listing all applications and will have MSDS sheets available for each product used on the Client’s property.

d. The Client must provide access to a suitable water source on their property for use by Contractor in spray applications.

5. Fertilizationa. Shrubs and ground cover will be fertilized with a recommended analysis (e.g.,

8-10-10) containing a balanced minor nutrient package with a minimum 50% slow-release Nitrogen.source product. Fertilization typically occurs in spring and fall, according to environmental conditions.

b. Ornamental and Shade Trees will be fertilized utilizing a balanced tree fertilizer at recommended rates according to size:

c. Palm Trees will be fertilized utilizing a balanced palm tree fertilizer at recommended rates

according to size.C. Irrigation

1. Irrigation inspections include inspection of sprinkler heads, timer mechanism, and each zone. In addition, the system will be inspected visually for hot spots and line breaks with each additional visit to the property.

RFP – <Insert Property Name> Page <>

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2. Irrigation rotors and spray nozzles will be kept free of grass and other plant material to ensure proper performance.

3. Minor nozzle adjustments and cleaning and timer adjustments will be performed with no additional charge.

4. Contractor will promptly inform the client of any system malfunction or deficiencies.

5. Repairs for items such as head replacement, broken lines, pumps or timers will be performed upon the client’s approval and billed accordingly. Any damage caused by Contractor personnel shall be repaired promptly at no cost to the Client. In the event that a problem arises to the system that could result in additional damage occurring or threat to safety, Contractor will immediately make the necessary repairs and then contact the Client.

D. Annual Flowers 1. Annual flowers will be changed with selected standard varieties best suited to the

seasonal and environmental conditions at the ideal spacing for the plant varieties chosen.

2. Fungicides and insecticides will be applied as needed to maintain healthy planting beds.

3. Annual flower beds will be serviced to remove flowers that are fading or dead (“deadheading”) to prolong blooming time and to improve the general appearance of the plant.

4. All soils are to be roto-tilled after removing and prior to installing new flowers.E. Mulch

1. Mulch will be replenished based on contract.

II. ADDITIONAL SERVICESA. Contractor will provide routine services (such as irrigation repair and plant material

replacement), special services and/or landscape enhancements over and above the Contract Performance Specifications at an additional charge with written approval from an authorized management representative of the Client.

III. PERSONNELA. Contractor will provide all labor, transportation and supervision necessary to perform

the work described herein.B. Field personnel will be equipped with all necessary supplies, tools, parts and

equipment and trained to perform work in a safe manner.C. Personnel will be licensed for all applicable maintenance functions, including any

pesticide applications, as required by law.D. Contractor recognizes that its personnel are perceived as representatives of the

Client while on the Client’s property and, as such, will conduct themselves in an efficient, well-mannered, well-groomed and workman-like manner at all times.

E. Any damage caused by Contractor personnel shall be repaired promptly at no cost to the Client.

F. Contractor may utilize qualified subcontractors at any time during this contract period (e.g. palm pruning, mulch, and irrigation).

G. All work performed by Contractor will be coordinated with the Client to minimize disruption and to maximize safety to people and vehicular traffic on the property.

IV.CONTRACTOR’S VEHICLES AND EQUIPMENTA. Contractor service vehicles must be well maintained and clean in appearance.

Vehicles must be properly licensed and tagged, and operated only by licensed personnel.

B. All Contractor vehicles must operate in a safe and courteous manner while on the Client’s property. Pedestrians have the right-of-way, and service vehicles are expected to yield.

RFP – <Insert Property Name> Page <>

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C. All trailers, storage facilities, and maintenance equipment must be in good condition and present a clean and neat appearance.

D. Tools and equipment must be properly suited for their purpose and used in a safe manner utilizing the appropriate safety gear when necessary.

V. ADDITIONAL PROVISIONSA. Property inspections will be conducted regularly by an authorized Contractor

representative. Contractor will document and correct any landscape maintenance deficiencies identified within one week, or provide a status update for work requiring a longer period to accomplish.

B. Contractor will provide the Client with a contact list for use in case of emergencies and will have personnel on call after regular business hours to respond accordingly.

C. Contractor will be proactive in identifying any landscape site conditions that affect long-term plant health and vigor and will advise the Client accordingly. Contractor does not provide any warranty, whether express or implied, pertaining to the improvement or survival of planted or sodded areas; furthermore, this proposal does not include any allowance for tree, shrub, or plant replacement. Contractor will only be responsible for replacement of plant material that dies as a direct and identifiable result of improper maintenance practices.

RFP – <Insert Property Name> Page <>

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EXHIBIT B

EXAMPLE – WORK AUTHORIZATION FORM

Attach a sample work authorization form.

RFP – <Insert Property Name> Page <>

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EXHIBIT C

EXAMPLE – SITE MAP

Attach a SITE MAP that highlights service areas. This map should help remove any confusion over which areas are to be maintained.

RFP – <Insert Property Name> Page <>