request for proposals property and ... - ocala housing...equal employment opportunity and section 3...

REQUEST FOR PROPOSALS

PROPERTY AND AUTOMOBILE

GENERAL LIABILITY INSURANCE

(Risk Management)

PROPOSALS DUE: Friday November 22, 2019, by 3:00 P.M.

2

OCALA HOUSING AUTHORITY

TABLE OF CONTENTS

SECTION

I. GENERAL INFORMATION

• Introduction

• Request for Proposal Notice

• Conditions and Stipulations

II. OHA INFORMATION

• Background Information

• Summary of Coverage Options

III. PROPOSAL FORMS

• Required Contents of Proposal

• Proposal Evaluation

3

SECTION I – GENERAL INFORMATION

INTRODUCTION

The Ocala Housing Authority is requesting proposal for Property Coverage; General Liability

and Automobile Liability/Physical Damage. Insurance is to be effective January 1, 2020.

It is requested that proposers show a premium breakdown for each line of coverage proposed

and the replacement value for the Mobile Equipment.

All proposers, Agents and companies must be duly licensed for business in the State of Florida

by the Florida Department of Insurance. Insurance company must have a Policyholder’s Rating

of A- or better. Self Insurance funds are acceptable, but must attach the latest financial statement

to their proposal.

Proposers should indicate the carrier’s most favorable terms of premium payment for all policies

quoted.

The current property coverage is written with Housing Authority Insurance Group. Scheduled

building/contents values are $16,352,386 with additional values for inland marine coverage.

Due care and diligence have been exercised in preparing these specifications, and all information

is believed to be substantially correct. However, the responsibility for determining the full extent

of the exposures to risk and verification of all information rest solely with the proposer. Neither

the Ocala Housing Authority nor any of either entity’s representatives shall be responsible for

any error or omission in these specifications, nor for the failure on the part of the proposer to

understand the full extent of the exposure. Should you need additional information, please

contact Dr. Gwendolyn B. Dawson, Chief Executive Officer, Ocala Housing Authority at (352)

620-3374.

UNINTENTIONAL OMISSION OF EXPOSURE – In accord with the above paragraph, all due

care and diligence have been exercised in preparing these specifications; however, in the event

that an exposure has been unintentionally omitted, the proposing carrier should include an

endorsement protecting the Ocala Housing Authority of Marion County from denial of coverage

in the event of a loss to that omitted item. This endorsement should provide coverage for

unintentionally omitted items as well as providing that premiums must be paid retroactively to

the effective date of the policy, or date of addition of any item of exposure, whichever is later.

NAMED INSURED – The Ocala Housing Authority of Marion County shall be the named

insured of the accepted policies. However, the named insured should be endorsed to cover

elected officials; boards; commissions; authorities or agencies; etc. and employees and

volunteers of the Ocala Housing Authority of Marion County, as applicable.

4

PROPOSAL RETURN DATE – Sealed proposals must be received either by mail or hand

delivery no later than 3:00 PM, November 22, 2019. Four (4) copies of the proposal must be

received. Completed proposals should be delivered to the Ocala Housing Authority, 1629 NW

4th Street, Ocala, FL 34475, Attention: Dr. Gwendolyn B. Dawson, Chief Executive Officer.

Section III of the RFP must be returned with your proposals (information indicated on pages 24-

25).

CONTRACT TERMS – The effective date of the proposed coverage will be January 1, 2020.

Rates should be guaranteed for a minimum of 12 months. Longer guarantee periods are

solicited. Subsequent renewal terms of this contract will be based upon satisfactory service

along with acceptability of cost and financial stability of the carrier. Any rate increase or intent

to terminate coverage must be preceded by a minimum of 90 days notice to the Ocala Housing

Authority.

NON-WAIVER OF SOVEREIGN IMMUNITY – In accord with Florida Statute 768.28,

which preserves the Authority’s sovereign immunity, insurers shall not be permitted to endorse

policies to waive the Authority’s sovereign immunity above $100,000 per claim or

judgement/$200,000 per incident or occurrence.

CONFLICT OF INTEREST STATEMENT – Proposers shall abide by Florida Statute 112

and disclose within their proposal any officer, director or agent of their organization who is also

an employee of the Ocala Housing Authority. Also, the name of any employee of the Ocala

Housing Authority who owns more than 5 percent of the proposing organization must be

disclosed.

PUBLIC ENTITY CRIMES STATEMENT – The attached form 7068 “Florida Public Entity

Crimes Statement” must be signed, notarized and returned with your proposal. Form 7068 is

located in Section VIII.

DRUG-FREE WORKPLACE STATEMENT – Please submit the attached Drug-Free

Workplace Statement as applicable to the proposer and/or insurer. This form is found in Section

VIII. It is not mandatory that the proposer and/or insurer have a Drug-Free Workplace in order

to respond to the RFP.

5

REQUEST FOR PROPOSAL NOTICE

Notice is hereby given that the Ocala Housing Authority will accept Proposal for Insurance until November 22, 2019; 3:00 p.m. Each proposal shall be sealed and endorsed with the name of the proposer and plainly marked “Proposal for Insurance: Ocala Housing Authority.” Four copies of your Proposal should be forwarded to the OHA at the following address:

Ocala Housing Authority

Attn: Procurement

1629 NW 4th Street

Ocala, FL 34475

The OHA reserves the right to reject any or all Proposals, waive formalities, negotiate terms and conditions, and to select the agent and service options that best meet the needs of the OHA and its employees. During the evaluation process, the OHA reserves the right, where it may serve the OHA best interest, to request additional information or clarifications from vendors, or to allow corrections of errors or omissions. At the discretion of the OHA, firms submitting proposals may be requested to make oral presentations as part of the evaluation process. Inquiries, clarification, or requests for Proposal by electronic mail should be directed by telephone or email to the following OHA contact:

James Haynes

Deputy Director

(352) 620-3411

[email protected]

mailto:[email protected]

6

CONDITIONS AND STIPULATIONS You are invited to submit your Proposal for the administration of the indicated insurance plans based on the information contained in this Request for Proposal. Firms may choose to be considered for any or all of the following services: Current Coverage Amount General Liability $1,000,000 Automobile Liability See Schedule of Value Automobile Physical Damage See Schedule of Value Administrative Office Property – Building & Contents See Schedule of Value Blanket All Property $16,352,386 Mobile Equipment See Schedule of Value Boiler & Machinery $50,000,000 Unless a specific note is made to the contrary in your Proposal or a subsequent contract, we will assume that your Proposal conforms to the OHA’s Specifications and an award to you will bind you to comply fully with all of the following Conditions, Stipulations, and Specifications. General Conditions and Stipulations The OHA reserves the right to accept or reject any or all proposals and to waive formalities and select the agent(s) that best meet the needs of the OHA and its employees. The OHA’s objective is to select an agent(s) who will provide the best possible service at the best possible cost while meeting the Request for Proposal specifications. The OHA is not obligated to award the contract based on cost alone. The OHA reserves the right to designate more than one agent of record for the different coverage options. Agent(s) that are awarded the business shall submit an action plan and timetable for assuming responsibilities to the OHA within thirty (30) days from when the Council approves the selected agent(s) of record. A servicing representative must be available to the OHA on an on going basis. Representatives must be available at the all renewal meetings during the contract period to explain the plan. Representatives must also be available for all plan design and cost containment planning meetings. The agent(s) who is selected must be recognized as an agent or apply to be an agent for the Benefit Carriers used by the OHA.

7

Rejection of submittal: The OHA reserves the right to reject any and all submittals received in response to the RFP; and to waive any minor technicalities or irregularities as determined to be in the best interest of the OHA. The OHA reserves the right to award the contract in the best interest of the OHA.

This service is being assisted by funds from the U.S. Department of Housing & Urban Development (HUD). Accordingly, any contract(s) awarded by the OHA will be subject to all special requirements which are applicable to HUD-assisted contracts, including: Equal Employment Opportunity and Section 3 Employment and Contracting requirements. In addition, this project is subject to HUD requirements for contracting with small and minority firms and women’s business enterprises.

AUDITS

The U. S. Department of Housing and Urban Development, the Comptroller General of United States, or any of their duly authorized representatives, shall have access to any books, documents, papers and records of Vendor, which are directly pertinent to this contract for the purpose of making audits, examinations, excerpt and transcriptions.

DISCRIMINATION PROHIBITION

No person shall, on the grounds of race, sex, age, handicap, familial status, religion creed, color or national origin, be refused the benefits of, or be otherwise subjected to discrimination under any activities resulting from this RFP.

PUBLIC ENTITY CRIME INFORMATION STATEMENT

Section 287.133 (2)(a), Florida Statutes, contains the following provisions: A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crime may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to a public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, 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, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list.

NOTICE OF INTENT NOT TO SUBMIT A REQUEST FOR PROPOSAL

In the event that your organization decides not to submit a Request for Proposal, the OHA would appreciate you advising the Chief Executive Officer of your decision and reason for not submitting by completing the enclosed standard OHA survey form. OCALA HOUSING AUTHORITY By: Dr. Gwendolyn B. Dawson

Chief Executive Officer

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SECTION II – OHA INFORMATION

BACKGROUND INFORMATION

SUMMARY OF COVERAGE OPTIONS

BACKGROUND INFORMATION The OHA of Ocala located in Marion County, State of Florida is managed under the Board of Commissioners format with a relatively small but fast growing employee base. The OHA currently employees 24 full time employees, which are made up of diverse employment positions and demographics. The OHA employs such personnel as Executive Managers, Maintenance Mechanics, Inspectors and administrative specialist. The OHA is divided into four (4) departments: Public Housing, Section 8, Accounting and Administration. For the purpose of generating accurate costs for insurance coverage, please find a current list of OHA automobiles below, and property on the following page, which should the basis for all coverage quotes. All information is protected and can only be used for express purposes outlined in these documents.

Vehicle List

# VEHICLE ID NUMBER TYPE YEAR

PURCHASED

COST

1 2002 Ford Ranger 1FTYR10U52PA82545 FULL COVERAGE 02/20/2002 $11,147.00

2 2017 Ford F-150 1FTMF1EFXGFB02996 FULL COVERAGE 01/27/2017 $23,856.00

3 2003 Ford Ranger Pickup 1FTYR10U53PA46498 FULL COVERAGE 11/04/2002 $11,147.00

4 2002 Ford Ranger Pickup 1FTYR10U73PA46499 FULL COVERAGE 11/04/2002 $11,147.00

5 2017 Ford F-150 1FTMF1C8XHFA67446 FULL COVERAGE 01/27/2017 $23,142.00

6 2010 Chevrolet Truck 1GCPCPEX0AZ2307363 FULL COVERAGE 06/10/2010 $15,268.00



9 2017 Ford Expedition 1FMJK1HT6HEA15082 FULL COVERAGE 08/24/2016 $46,385.00 10 2004 Ford Expedition LXT 1FMU15L64LB38553 FULL COVERAGE 05/24/2004 $26,927.00

11 2002 Ford Explorer 1FMZU63E32UA56883 FULL COVERAGE 05/31/2001 $25,023.00

12 2017 Ford Explorer 1FM5K7D81HGA47187 FULL COVERAGE 09/19/2016 $27,611.00

13 2018 Chevrolet Silverado 3GCPCREH1JG328825 FULL COVERAGE 01/25/2018 $26844.50

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Property List

2019 OCALA HOUSING AUTHORITY

Kings Landing 2019

All Concrete Block Sq.Ft. Sq.Ft. of Balcony Value per Value/Sf

# of units Unit # Street Address unit # of Baths SqFt of Porch

# of Stories # Bedrooms

Cost Estimator CE #

1 1602 NW 21st Avenue 1634 2 264 1 4 127,017.00 77.73

2 1609 NW 21st Avenue 817 1 132 1 2

1611 NW 21st Avenue 817 1 132 1 2 124,748.00 76.35

2 1612 NW 21st Avenue 817 1 132 1 2

1614 NW 21st Avenue 817 1 132 1 2 124,748.00 76.35

2 1613 NW 21st Avenue 817 1 132 1 2

1615 NW 21st Avenue 817 1 132 1 2 124,748.00 76.35

2 1618 NW 21st Avenue 817 1 132 1 2

1620 NW 21st Avenue 817 1 132 1 2 124,748.00 76.35

2 1619 NW 21st Avenue 817 1 132 1 2

1621 NW 21st Avenue 817 1 132 1 2 124,748.00 76.35

2 1631 NW 21st Avenue 817 1 132 1 2

1633 NW 21st Avenue 817 1 132 1 2 124,748.00 76.35

2 1709 NW 21st Avenue 817 1 132 1 2

1711 NW 21st Avenue 817 1 132 1 2 124,748.00 76.35

1 1717 NW 21st Avenue 1634 2 264 1 4 127,017.00 77.73

2 1714 NW 21st Avenue 817 1 132 1 2

1718 NW 21st Avenue 817 1 132 1 2 124,748.00 76.35

10

2 1710 NW 21st Avenue 817 1 132 1 2

1712 NW 21st Avenue 817 1 132 1 2 124,748.00 76.35

2 1632 NW 21st Avenue 817 1 132 1 2

1634 NW 21st Avenue 817 1 132 1 2 124,748.00 76.35

22 Residential Units King’s Landing 19608 Insured Value 1,501,514.00

2019 Deer Run 2019

Sq.Ft. Sq.Ft. of Balcony Value per Value/Sf

# of units Street Address unit # of Baths SqFt of Porch

# of Stories

Cost Estimator CE #

5 2804 NE 4th Court 518 1 20 1 0

2806 NE 4th Court 626 1 45 1 1

2808 NE 4th Court 626 1 45 1 1

2810 NE 4th Court 626 1 45 1 1

2812 NE 4th Court 518 1 20 1 0 204,251.00 70.09

5 2814 NE 4th Court 518 1 20 1 0

2816 NE 4th Court 626 1 45 1 1

2818 NE 4th Court 626 1 45 1 1

2820 NE 4th Court 626 1 45 1 1

2822 NE 4th Court 518 1 20 1 0 204,251.00 70.09

5 2824 NE 4th Court 626 1 20 1 0

2826 NE 4th Court 626 1 45 1 1

2828 NE 4th Court 626 1 45 1 1

2830 NE 4th Court 626 1 45 1 1

2832 NE 4th Court 518 1 20 1 204,251.00 70.09

5 2834 NE 4th Court 518 1 20 1 0

2836 NE 4th Court 626 1 45 1 1

2838 NE 4th Court 626 1 45 1 1

2840 NE 4th Court 626 1 45 1 1

2842 NE 4th Court 518 1 20 1 0 204,251.00 70.09

5 2844 NE 4th Court 518 1 20 1 0

2846 NE 4th Court 626 1 45 1 1

2848 NE 4th Court 626 1 45 1 1

11

2850 NE 4th Court 626 1 45 1 1

2852 NE 4th Court 518 1 20 1 0 204,251.00 70.09

2 2902 NE 4th Court 1386 1 41 1 4

2904 NE 4th Court 1386 2 41 1 4 184,371.00 66.51

2 2906 NE 4th Court 1386 2 81 1 4

2908 NE 4th Court 1386 2 81 1 4 184,371.00 66.51

2 2910 NE 4th Court 1386 2 81 1 4

2912 NE 4th Court 1386 2 81 1 4 184,371.00 66.51

2 2914 NE 4th Court 1386 2 81 1 4

2916 NE 4th Court 1386 2 81 1 4 184,371.00 66.51

2 2918 NE 4th Court 1386 2 81 1 4

2920 NE 4th Court 1386 2 81 1 4 184,371.00 66.51

1 3002 NE 4th Court 1240 2 12 1 3 100,259.00 80.85

4 3006 NE 4th Court 1240 2 12 1 3

3008 NE 4th Court 1240 2 12 1 3

3010 NE 4th Court 1240 2 12 1 3

3012 NE 4th Court 1240 2 12 1 3 329,889.60 66.51

4 3014 NE 4th Court 1240 2 12 1 3

3016 NE 4th Court 1240 2 12 1 3

3018 NE 4th Court 1240 2 12 1 3

3020 NE 4th Court 1240 2 12 1 3 329,889.60 66.51

4 3022 NE 4th Court 1240 2 12 1 3

3024 NE 4th Court 1240 2 12 1 3

3026 NE 4th Court 1240 2 12 1 3

3028 NE 4th Court 1240 2 12 1 3 329,889.60 66.51

4 3030 NE 4th Court 1240 2 12 1 3

3032 NE 4th Court 1240 2 12 1 3

3034 NE 4th Court 1240 2 12 1 3

3036 NE 4th Court 1240 2 12 1 3 329,889.60 66.51

4 3102 NE 4th Court 920 1 21 1 2

12

3104 NE 4th Court 920 1 21 1 2

3106 NE 4th Court 920 1 21 1 2

3108 NE 4th Court 920 1 21 1 2 244,756.80 66.51

4 3110 NE 4th Court 920 1 21 1 2

3112 NE 4th Court 920 1 21 1 2

3114 NE 4th Court 920 1 21 1 2

3116 NE 4th Court 920 1 21 1 2 244,756.80 66.51

4 3118 NE 4th Court 920 1 21 1 2

3120 NE 4th Court 1240 2 12 1 2

3122 NE 4th Court 920 1 12 1 2

3124 NE 4th Court 1240 2 12 1 3 287,323.20 66.51

4 3126 NE 4th Court 920 1 40 1 2

3128 NE 4th Court 920 1 40 1 2

3130 NE 4th Court 920 1 40 1 2

3132 NE 4th Court 920 1 40 1 2 244,756.80 66.51

4 3134 NE 4th Court 920 1 40 1 2

3136 NE 4th Court 920 1 40 1 2

3138 NE 4th Court 920 1 40 1 2

3140 NE 4th Court 920 1 40 1 2 244,756.80 66.51

4 3142 NE 4th Court 1240 2 40 1 3

3144 NE 4th Court 1240 2 40 1 3

3146 NE 4th Court 1240 2 40 1 3

3148 NE 4th Court 1240 2 40 1 3 329,889.60 66.51

Comm Rm 2802 NE 4th Court 1540 2 0 1 138,600.00 90.00

Lau Room 2900 NE 4th Court 180 0 1 11,999.00

Comm Rm 3004 NE 4th Court 2331 2 0 1 209,790.00 90.00

76 Residential Units Deer Run 77669 Insured Value 5,319,556.40

13

2019 Pavilion Oaks

2019



# of Stories

# of Bedrooms

Cost Estimator CE #

4 2193 NW 1st Avenue # 1 1139 2 140 1 3

NW 1st Avenue # 2 1139 2 144 1 3

NW 1st Avenue # 3 1139 2 144 1 3

NW 1st Avenue # 4 1139 2 144 1 3 303,019.56 66.51

2 2195 NW 1st Avenue # 5 1637 2 106 2 4

NW 1st Avenue # 6 1637 2 106 2 4 216,828.00 66.23

2 2197 NW 1st Avenue # 7 1139 2 148 1 3

NW 1st Avenue # 8 1139 2 148 1 3 161,083.00 70.17

4 2209 NW 1st Avenue # 9 1139 2 136 1 3

NW 1st Avenue #10 1139 2 114 1 3

NW 1st Avenue #11 1139 2 114 1 3

NW 1st Avenue #12 1139 2 114 1 3 303,019.56 65.51

2 2211 NW 1st Avenue #13 820 1 140 1 2

NW 1st Avenue #14 820 1 140 1 2 123,000.00 75.00

2 2213 NW 1st Avenue #15 820 1 128 1 2

NW 1st Avenue #16 820 1 140 1 2 123,000.00 75.00

2 2215 NW 1st Avenue #17 820 1 140 1 2

NW 1st Avenue #18 820 1 128 1 2 123,000.00 75.00

2 2217 NW 1st Avenue #19 820 1 128 1 2

NW 1st Avenue #20 820 1 128 1 2 123,000.00 75.00

2 2219 NW 1st Avenue #21 820 1 104 1 2

NW 1st Avenue #22 820 1 144 1 2 123,000.00 75.00

2 2221 NW 1st Avenue #23 820 1 144 1 2

NW 1st Avenue #24 820 1 128 1 2 123,000.00 75.00

2 2223 NW 1st Avenue #25 820 1 128 1 2

14

NW 1st Avenue #26 820 1 128 1 2 124,995.00 76.22

2 2225 NW 1st Avenue #27 820 1 128 1 2

NW 1st Avenue #28 820 1 128 1 2 124,995.00 76.22

3 2227 NW 1st Avenue #29 642 1 144 1 1

NW 1st Avenue #30 642 1 100 1 1

NW 1st Avenue #31 642 1 100 1 1 137,542.00 71.41

5 2229 NW 1st Avenue #32 642 1 104 1 1

NW 1st Avenue #33 642 1 104 1 1

NW 1st Avenue #34 642 1 100 1 1

NW 1st Avenue #35 642 1 100 1 1

NW 1st Avenue #36 642 1 104 1 1 224,416.00 69.91

3 2231 NW 1st Avenue #37 642 1 104 1 1

NW 1st Avenue #38 642 1 104 1 1

NW 1st Avenue #39 642 1 104 1 1 137,101.00 71.18

1 2201 NW 1st Avenue 1603 2 149 1 3 121,218.90 75.60

40 Residential Units Pavilion Oaks 36449 Insured Value 2,594,360.04

2019 Shady Hollow

2019



# of Stories

Cost Estimator CE #

5 802 SW 19 Avenue Road 534 1 35 1 1

804 SW 19 Avenue Road 534 1 35 1 1

806 SW 19 Avenue Road 534 1 35 1 1

808 SW 19 Avenue Road 534 1 35 1 1

810 SW 19 Avenue Road 534 1 35 1 1 191,162.00 71.60

5 812 SW 19 Avenue Road 534 1 35 1 1

814 SW 19 Avenue Road 534 1 35 1 1

816 SW 19 Avenue Road 534 1 35 1 1

818 SW 19 Avenue Road 534 1 35 1 1

15

820 SW 19 Avenue Road 534 1 35 1 1 191,162.00 71.60

1 824 SW 19 Avenue Road 534 1 176 1 1 50,293.00 94.18

5 826 SW 19 Avenue Road 534 1 35 1 1

828 SW 19 Avenue Road 534 1 35 1 1

830 SW 19 Avenue Road 534 1 35 1 1

832 SW 19 Avenue Road 534 1 35 1 1

834 SW 19 Avenue Road 534 1 35 1 1 191,162.00 71.60

1 838 SW 19 Avenue Road 534 1 35 1 1 48,273.00 90.40

1 840 SW 19 Avenue Road 534 1 35 1 1 48,273.00 90.40

1 842 SW 19 Avenue Road 534 1 35 1 1 48,273.00 90.40

1 844 SW 19 Avenue Road 534 1 35 1 1 48,273.00 90.40

1 903 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 905 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 907 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 909 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 911 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 913 SW 19 Avenue Road 925 1 176 1 3 77,901.00 84.22

1 915 SW 19 Avenue Road 925 1 176 1 3 77,901.00 84.22

1 917 SW 19 Avenue Road 925 1 176 1 3 77,901.00 84.22

1 919 SW 19 Avenue Road 925 1 176 1 3 77,901.00 84.22

1 921 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 923 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

16

1 925 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 927 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 929 SW 19 Avenue Road 726 1 176 1 64,240.00 88.48

1 931 SW 19 Avenue Road 925 1 176 1 3 77,901.00 84.22

1 933 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 935 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 937 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 939 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 941 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 943 SW 19 Avenue Road 925 1 176 1 3 77,901.00 84.22

1 945 SW 19 Avenue Road 925 1 176 1 3 77,901.00 84.22

1 947 SW 19 Avenue Road 925 1 176 1 3 77,901.00 84.22

1 949 SW 19 Avenue Road 925 1 176 1 3 77,901.00 84.22

1 951 SW 19 Avenue Road 726 1 176 1 3 64,240.00 88.48

1 953 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 955 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 957 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 959 SW 19 Avenue Road 726 1 176 1 2 64,240.00 88.48

1 961 SW 19 Avenue Road 925 1 176 1 3 77,901.00 84.22

CR/Laun SW 19 Avenue Road 1342 1 0 1 43,491.00

50 Residential Shady Hollow 35792 Insured Value 2,924,172.00

17

Units

2 2019 Pine Gardens 2019



# of Stories

# of Bedrooms

Cost Estimator CE #

1 515 SW 2nd Avenue # 2 642 1 0 2 1

1 515 SW 2nd Avenue # 3 642 1 0 2 1

1 515 SW 2nd Avenue # 4 465 1 0 2 0

1 515 SW 2nd Avenue # 5 465 1 0 2 0

1 515 SW 2nd Avenue # 6 465 1 0 2 0

1 515 SW 2nd Avenue # 7 465 1 0 2 0

1 515 SW 2nd Avenue # 8 465 1 0 2 0

1 515 SW 2nd Avenue # 9 465 1 0 2 0

1 515 SW 2nd Avenue #10 465 1 0 2 0

1 515 SW 2nd Avenue #11 465 1 0 2 0

1 515 SW 2nd Avenue #12 642 1 0 2 1

1 515 SW 2nd Avenue #13 642 1 0 2 1

1 515 SW 2nd Avenue #14 642 1 0 2 1

1 515 SW 2nd Avenue #15 465 1 0 2 0

1 515 SW 2nd Avenue #16 465 1 0 2 0

1 515 SW 2nd Avenue #17 465 1 0 2 0

1 515 SW 2nd Avenue #18 465 1 0 2 0

1 515 SW 2nd Avenue #19 465 1 0 2 0

1 515 SW 2nd Avenue #20 465 1 0 2 0

1 515 SW 2nd Avenue #21 465 1 0 2 0 743,889.00 72.43

CR/LR 51 SW 2nd Avenue # 1 192 1 0 1 6,223.00

20 Residential Units Pine Gardens 10377 Insured Value 743,889.00

2019 Ocala Housing Authority

Duplex

Sq.Ft. Sq.Ft. of Balcony 2019


# of Stories Value per

Cost

Estimator

2 217 NW 19 Avenue 1134 2 100 1 3

215 NW 19 Avenue 941 1 100 1 2 148,886.00 71.75

Duplex 2075

18

Insured Value

148,886.00

Ocala Housing

Authority

Marion Oaks

6 1 0 1 1 300,000.00

Insured Value 300,000

2019 Ocala Housing Authority Sq. Ft. 2019

Office Value per

1629 Cost

Estimator

N W 4th Street

Office 12875 1 1,101,198.00 85.50

Grand Total: 194,845 Insured Value

14,633,575.90

19

2017

OCALA HOUSING AUTHORITY

COUNTY NSP

HOMES

2016

Sq.Ft. Sq.Ft. of Balcony Value per

# of units Number Street Address unit # of Baths SqFt of Porch

# of Stories Cost Estimator

1 2848 SW 145th Place Rd

Ocala, FL 34473 2409 2 138.7 1 144,540 60/2409

1 4073 SW 159th Lane

Ocala, FL 34473 2507 2 203 1 150,420 60/2507

1 2580 SW 153rd Lane

Ocala, FL 34473 2734 2 168 1 164,040 60/2734

3 459,000.00

CITY NSP HOMES

Sq.Ft. Sq.Ft. of Balcony Value per

# of units Number Street Address unit # of Baths SqFt of Porch

# of Stories Cost Estimator

1 1515 SW 23th Avenue Ocala, FL 34471 2288 2 408 1 160,160 70/2288

1 1636 NW 4th Street

Ocala, FL 34473 2292 2 70 1 160,440 70/2292

1 1530 NW 17th Avenue 1844 2 106 1 129,080 70/1844

1 2003 NW 7th Avenue

Ocala, FL 34473 1890 2 345 1 132,300 70/1890


Ocala, FL 34473 1785 2 190 1 124,950 70/1785


Ocala, FL 34473 1612 2 70 1 112,840 70/1612


Ocala, FL 34473 2416 2 88 1 169,120 70/2416

1 1316 NE 16th Street

Ocala, FL 34473 1694 2 272 1 118,580 70/1694

1 2420 NE 2nd Avenue

Ocala, FL 34473 2334 2 401 1 163,380 70/2334

1 1886 NE 29th Street

Ocala, FL 34473 1998 2 80 1 139,860 70/1998

1 1828 NE 12th Avenue Ocala, FL 34470 2130 2 240 1 149,100 70/2130

11 1,559,810

20

MOBILE EQUIPMENT LIST

09/30/2019 DESCRIPTION

# Name MAKE Model# Serial# COST REPLACEMENT

COST FROM DATE

1 Tile Saw RYOBI WS722

EM14461D0131708

$ 129.00 $ 129.00

X HOME DEPOT 2/26/2015

2 nail gun RYOBI P320 CS14181N090051

$ 129.00 $ 129.00

X HD Supply 2/6/2015

3 circular saw Makita 5007F 1314950 Y

home depot

4 nail gun RYOBI P320 CS14302D160106

$ 129.00 $ 129.00

X HD Supply 2/6/2015

5 10 miter saw MAKITA LS1030 165041 E

6 Cordless Circular Saw with Laser RYOBI P506 CS11381D094240 $ 60.00

7 4' LADDER WERNER FS104 MK10 P/N 100514-120

HOME DEPOT BLUE

8 4' LADDER WERNER 364 P/N 100514-26

ALUMINUM

9 18V DRILL/DRIVER RYOBI P271 CS17174D180319

HD SUPPLY

10 18V Cordless Reciprocating Saw w/ Anti-Vibe Handle RYOBI P515 CS14252D06014 $ 60.00

HD SUPPLY

11 18V Cordless Circular Saw 5-1/2 inch RYOBI P504G CS14255N150238

HD SUPPLY

12 MIGHTY PUMP $ 67.00

13 VACUUM PUMP HUMM VAC HVP6 N/A $ 435.00

14 ZERO TURN MOWER GRAVELY 992093 6022 $ 5,200.00

15 MITER SAW DEWALT DW703 403550

16 1/2 HP BENCH GRINDER SEARS N/A N/A

21

17 KEY MACHINE ILCO 17 T010290 $931.60

18 DRYWALL HOPPER

TEXTUREPRO 200 N/A

19 DREMALMULTI-MAX DREMAL 6300 F013630000

20 HEAT GUN WAGNER 1220 P/N 0503900 $ 50.00

21 WET/DRY VAC RIDGID WD06700 12246R0697

22 HAND TRUCK N/A N/A N/A

23 8' STEP LADDER WERNER NXT1408 100515-08

24 HAND TRUCK MILWAUKEE 40715 R5464 $ 199.00

HD SUPPLY

25 Telescoping Multi-Ladder, 13-Foot WERNER MT-13 N/A

26 16 ft. Extension Ladder WERNER D1216-2 100518-27 $ 128.00

27 PRESSURE WASHER Pressure Pro PPS253HAI 15-05399 $645.00

HD SUPPLY o

28 18V DRILL/DRIVER RYOBI P271 CS14062D040435

HD SUPPLY o

29 HEAT GUN PORTER CABLE PC1500HG 2015 39-PX $39.89 HD SUPPLY o

30 TRIMM ROUTER RYOBI P600 BD0647 370

HD SUPPLY

31 PRESSURE WASHER MI-T-M GX200T-E0

CNFDG20D54030002 $699.00

HD SUPPLY

32 ROTARY SURFACE CLEANER MI-T-M $474.05

HD SUPPLY

33 BACKPACK BLOWER ECHO PB-580T P44614317817 $331.55

HD SUPPLY

34 DREMAL DREMAL 3000 601

35 DREMAL DREMAL MM30 407 HD SUPPLY

36 TRIMMER ECHO SRM-266 T47514117632 $299.25

37 FLOOR MACHINE TORNADO 97564 718017579 $854.05

38 DEHUMIDIFIER HAIER HEH50ET

AJ025QE000ASH550 $287.10

Bi-Lo Sales 4/22/2015

22

39 wheel barrow Jackson

$ 99.97

4/21/2015

40 air compressor Poter-Cable C202 2962619990

$ 149.00

Home Deopt 4/6/2015

41 weedeater Echo SRM66 T47514117632

$ 329.95


42 chainsaw Sthil M5271 508014582

$ 349.95


43 hedg trimmer Sthil HS56 CE 24 299628659

$ 419.95


44 POLE SAW STIHL HT133 511611890

hd sUPPLY 8/1/15

45 TABLE SAW Ryobi RTS21G

GW16323D1842451

hd sUPPLY 8/1/15

46 FLOOR FAN TORNADO 98778 919011528

hd sUPPLY 8/1/15

47 JIG SAW Ryobi P523 CS15114D270413

$ 49.97

HOME DEPOT 9/4/15

48 hammer drill Ryobi P251 CS18255N190

$ 99.00

HOME DEPOT 9/1/15

23

SUMMARY OF COVERAGE

Below is a chart, which shows the type of coverage, limits, and deductibles.

Section I: Property

Coverage Coinsurance Loss Limit Deductible

Blanket All Property Agree Amount $16,291,332 Per Occurrence

$1,000 Per Occurrence

Perils All Risk

Valuation: Replacement Cost

Boiler & Machinery Per Occurrence $50,000,000 $1,000

Additional Coverages Loss of Rents

Section II: Liability

Type of Coverage Limits Deductible

Housing Authority General Liability

Each Occurrence $1,000,000 $1,000

Fire Damage (any one fire)

$1,000,000 $1,000

Section III: Automobile

Type of Coverage Limits Deductible

Bodily Injury Each Occurrence $1,000,000 $500

Property Damage Liability

Each Occurrence $1,000,000 $500

Collision Each Occurrence $1,000,000 $500

Comprehensive Each Occurrence $1,000,000 $500

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SECTION III - PROPOSAL FORMS

REQUIRED CONTENTS OF PROPOSAL

PROPOSAL EVALUATION

REQUIRED CONTENTS OF PROPOSAL

The purpose of the Proposal is to demonstrate the qualifications, service level, and cost for services, competence and capacity of the firms seeking to become an agent of record for the OHA of Marion County. The proposal should address all the points outlined here as required. A. Which insurance coverage(s) your firm is bidding to be an agent of record for. B. Firm History and Experience:

1. Brief history of firm including size and any specialty areas. 2. Background company data, including financial references. 3. Particular expertise or involvement in the insurance industry. 4. Municipality, nonprofit, HUD experience. 5. List of providers the firm is associated with. 6. Expected communication responsibilities.

C. Qualifications:

1. Description of service philosophy. 2. Conceptual program structure and pricing. 3. An introduction of the account team, by name with specific roles,

qualifications and experience, and distribution of responsibilities including support capabilities.

4. Current use of technology, especially capability for computerized legal/benefit design research and for sharing and editing documents electronically.

5. Action plan and timetable for assuming responsibilities as well as future design/cost containment plan.

6. Detail of services that will be provided to the OHA. 7. Indicate current responsibilities of person designated to serve as lead

contact for the OHA. D. References:

1. List new clients and the clients that have left you within the last three years. Provide the contact names and telephone numbers.

2. List of cities you currently represent and for what type of service. Provide the contact names and telephone numbers.

3. Provide the contact names and telephone numbers of five (5) clients in the State of Florida with whom you have had a working relationship, as a reference for the OHA. (Preferably, the references should be governmental units.) Include two groups that recently terminated coverage.

25

E. Conflict of Interest:

1. Disclose any conflicts or perceived conflicts of interest. 2. Identify what procedures your firm utilizes to identify and resolve conflicts

of interest. F. Previous engagements with the OHA of Marion County:

1. List of previous engagements with the OHA of Marion County. 2. Describe what lead to the end of the engagement.

G. Proposed Fee for Services:

1. Explanation of compensation plans for your firm under this proposal including all services to be included in that fee.

2. The proposal should contain the proposed fee for services either in a fixed dollar amount or as a percentage of premiums paid for coverage. Fees are to be maintained at the proposed level unless approval is given by the OHA Council for a change in the fee structure or level.

3. List any additional service options as well as the fee structure involved. 4. Indicate any alternate billing arrangements you would be willing to

consider and under what circumstances they would be most appropriate. H. Copies of the following items:

1. Errors and omissions insurance coverage 2. Business license 3. Statement of compliance with federal and state laws. 4. Description of the firm’s view of their responsibilities to the OHA in the

provision of insurance coverage brokerage services. The OHA anticipates a change in providers and will use the following the criteria for supplemental evaluation. I. Insurance Provider Information, Plans and Cost:

1. Provider company information 2. Detailed explanation of available coverage(s)

a. Coverage(s) should be as similar as possible to the OHA’s existing plan

b. Proposed new coverage(s) to achieve cost savings, without sacrificing the richness of existing coverage(s)

3. Premium costs (monthly and annual broken down per current inventory) 4. Term of coverage and rates

26

PROPOSAL EVALUATION A. Criteria The OHA will evaluate proposals based on the needs of the OHA. The following criteria will be used in evaluating each of the Agent/Broker responses:

1. Compliance with specifications. 2. Ability to provide strong administrative support and member services to

the OHA. 3. Compliance with applicable State and Federal laws and regulations. 4. Financial position of the agency. 5. Cost (both premium and broker services). 6. Experience and Qualifications.

B. Review of Proposals The OHA will evaluate the proposals based upon the factors listed above and may make a recommendation to the OHA Board of Commissioners if services proposed are deemed better than existing services and rates. The successful candidate will be required to enter into a written agreement with the OHA of Marion County that will include service agreements and compensation for all coverage(s). This agreement may last for a period of 2 years and will contain a review process and termination provisions. The OHA of Marion County reserves the right to retain all proposals submitted and use any idea in a proposal regardless of whether that proposal is selected. The OHA will choose the proposal(s) that best fits its needs. The OHA is not obligated to award the contract based on cost alone, nor is the OHA obligated to award only one agent of record.

27

OCALA HOUSING AUTHORITY 1629 NW 4TH STREET

PO BOX 2468 OCALA, FL 34478

(352)369-2636; FAX (352)369-2642

NOTICE OF INTENT NOT TO SUBMIT A REQUEST FOR PROPOSAL

LIABILITY INSURANCE

SURVEY FORM

Please complete the form below and mail or fax to the Ocala Housing Authority office as soon as possible. This form will advise the Ocala Housing Authority your intent not to submit a Request for Proposal.

COMPANY NAME (print or type)

AUTHORIZED PERSONNEL

STREET

CITY STATE ZIP REASON FOR NOT SUBMITTING:

28

RFP Scoring Sheet

Category Max Points Score Compliance with specifications 10 _____

Ability to provide strong administrative 30 _____ Support to OHA Compliance with applicable State and Federal laws and regulations 5 _____ Financial position of the agency 5 _____ Cost (both premium and broker services) 40 (in relation to ICE) _____ Experience and Qualifications 10 _____ Total 100 _____

TABLE 5.1 of HUD Procurement Handbook 7460.8 REV 2

MANDATORY CONTRACT CLAUSES FOR SMALL PURCHASES OTHER THAN CONSTRUCTION

Page 1

The following contract clauses are required in contracts pursuant to 24 CFR 85.36(i) and Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. HUD is permitted to require changes, remedies, changed conditions, access and records retention, suspension of work, and other clauses approved by the Office of Federal Procurement Policy. The PHA and contractor is also subject to other Federal laws including the U.S. Housing Act of 1937, as amended, Federal regulations, and state law and regulations. Examination and Retention of Contractor’s Records. The PHA, HUD, or Comptroller General of the United States, or any of their duly authorized representatives shall, until three years after final payment under this contract, have access to and the right to examine any of the Contractor’s directly pertinent books, documents, papers, or other records involving transactions related to this contract for the purpose of making audit, examination, excerpts, and transcriptions. Right in Data and Patent Rights (Ownership and Proprietary Interest). The PHA shall have exclusive ownership of, all proprietary interest in, and the right to full and exclusive possession of all information, materials, and documents discovered or produced by Contractor pursuant to the terms of this Contract, including, but not limited to, reports, memoranda or letters concerning the research and reporting tasks of the Contract. Energy Efficiency. The Contractor shall comply with all mandatory standards and policies relating to energy efficiency which are contained in the energy conservation plan issued in compliance with the Energy Policy and Conservation Act (Pub.L. 94-163) for the State in which the work under this contract is performed. Procurement of Recovered Materials (a) In accordance with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act, the Contractor shall procure items designated in guidelines of the Environmental Protection Agency (EPA) at 40 CFR Part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition. The Contractor shall procure items designated in the EPA guidelines that contain the highest percentage of recovered materials practicable unless the Contractor determines that such items: (1) are not reasonably available in a reasonable period of time; (2) fail to meet reasonable performance standards, which shall be determined on the basis of the guidelines of the National Institute of Standards and Technology, if applicable to the item; or (3) are only available at an unreasonable price. (b) Paragraph (a) of this clause shall apply to items purchased under this contract where: (1) the Contractor purchases in excess of $10,000 of the item under this contract; or (2) during the preceding Federal fiscal year, the Contractor: (i) purchased any amount of the items for use under a contract that was funded

TABLE 5.1 of HUD Procurement Handbook 7460.8 REV 2

MANDATORY CONTRACT CLAUSES FOR SMALL PURCHASES OTHER THAN CONSTRUCTION

Page 2

with Federal appropriations and was with a Federal agency or a State agency or agency of a political subdivision of a State; and (ii) purchased a total of in excess of $10,000 of the item both under and outside that contract. Termination for Cause and for Convenience (contracts of $10,000 or more). (a) The PHA may terminate this contract in whole, or from time to time in part, for the PHA’s convenience or the failure of the Contractor to fulfill the contract obligations (cause/default). The PHA shall terminate by delivering to the Contractor a written Notice of Termination specifying the nature, extent, and effective date of the termination. Upon receipt of the notice, the Contractor shall: (1) immediately discontinue all services affected (unless the notice directs otherwise), and (2) deliver to the PHA all information, reports, papers, and other materials accumulated or generated in performing the contract, whether completed or in process. (b) If the termination is for the convenience of the PHA, the PHA shall be liable only for payment for services rendered before the effective date of the termination. (c) If the termination is due to the failure of the Contractor to fulfill its obligations under the contract (cause/default), the PHA may (1) require the Contractor to deliver to it, in the manner and to the extent directed by the PHA, any work described in the Notice of Termination; (2) take over the work and prosecute the same to completion by contract of otherwise, and the Contractor shall be liable for any additional cost incurred by the PHA; and (3) withhold any payments to the Contractor, for the purpose of set-off or partial payment, as the case may be, of amounts owned by the PHA by the Contractor. In the event of termination for cause/default, the PHA shall be liable to the Contractor for reasonable costs incurred by the Contractor before the effective date of the termination. Any dispute shall be decided by the Contracting Officer.

request for proposals property and ... - ocala housing...equal employment opportunity and section 3...

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