UNIVERSITY PARK RECREATION DISTRICT Any such violation may result in contract cancellation, return of materials or discontinuation of services and the possible removal of Proposer from REQUEST FOR PROPOSAL FOR participation in future District solicitations for a specified period. PROFESSIONAL CONSULTING SERVICES The district reserves the right to disqualify a Proposer during any phase of the solicitation process and terminate for cause any resulting contract RFP No. 26-01 upon evidence of collusion with intent to defraud on the part of the Proposer. A.21 CODE OF ETHICS University Park Recreation District, a political subdivision of the State of Florida (hereinafter referred to as the District) seeks proposal (Proposals) from With respect to this Request for Qualifications, if any Proposer violates, directly or indirectly, the ethics provisions of the Florida criminal or civil laws related individuals, corporations, partnerships, and other legal entities authorized to do business in the State of Florida (Proposers), to provide Professional Consulting to public procurement, including but not limited to Florida Statutes Chapter 112, Part II, Code of Ethics for Public Officers and Employees, such Proposer will Services as specified in this Request for Proposals to the District located in Manatee County, Florida. be disqualified from eligibility to perform the work described in this RFP, and may also be disqualified from submitting any future bids or proposals to supply PARAMETERS/ SCOPE OF SERVICES: goods or services to UPRD. 1. Assess current state - Review University Park background material A.22 PUBLIC ENTITY CRIMES a. Review existing material that may provide insight into resident amenity preferences In accordance with Section 287.133, Florida Statutes, a person or affiliate who has been placed on the convicted vendor list following a conviction for a i. Membership - Past and Present public entity crime may not submit a proposal on a contract to provide any goods or services to a public entity, may not submit a proposal on a contract with ii. Past surveys, questionnaires, studies a public entity for the construction or repair of a public building or public work, may not submit proposals on leases or real property to a public entity, may not iii. Capital Project Documentation be awarded or perform work as a contractor, Successful Proposer, subcontractor, or consultant under a contract with any public entity, and may not transact iv. Financial Records 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 v. Governance Documents being placed on the convicted vendor list. Proposer is to complete Form 3 and submit with your Proposal vi. Operations Information A.23 AMERICANS WITH DISABILITIES vii. Facility Information The District does not discriminate upon the basis of any individual’s disability status. This non-discrimination policy involves every aspect of District 2. Competitive analysis - Benchmark data research and analysis functions including one’s access to participation, employment, or treatment in its programs or activities. Anyone requiring reasonable accommodation for an a. Identify HOAs that have country clubs information conference or Proposal opening should contact John Fetsick at least twenty-four (24) hours in advance of either activity. i. In our immediate Sarasota area that cater to the same demographic A.24 EQUAL EMPLOYMENT OPPORTUNITY ii. Within Florida and the Southeast In accordance with Title VI of the Civil Rights Act of 1964, Title 15, Part 8 of the Code of Federal Regulations and the Civil Rights Act of 1992, UPRD iii. Both thriving as well as those that are declining hereby notifies all Proposers that it will affirmatively ensure minority business enterprises are afforded full opportunity to participate in response to this b. What types of amenities or services are essential to membership retention and growth Request for Qualifications and will not be discriminated against on the grounds of race, color, national origin, religion, sex, age, handicap, or marital status 3. SWOT analysis based upon the information that has been gathered and comparison to other HOAs/clubs in consideration of award. 4. Communications Plan A.25 MINORITY AND/OR DISADVANTAGED BUSINESS ENTERPRISE a. Describe process for eliciting and disseminating information to residents and members The State of Florida Office of Successful Proposer Diversity provides the certification process and maintains the database of certified MBE/DBE firms. Additional 5. Recommendations for areas of improvement and investment information may be obtained at http://www.osd.dms.state.fl.us/iframe.htm or by calling (850) 4870915. 6. Consulting project pricing and timeframe A.26 DISCLOSURE 7. Credentials and client affidavits/references Upon receipt, all inquiries and responses to inquiries related to this Request for Proposal become “Public Records” and shall be subject to public disclosure 8. Evaluation and Selection Criteria: consistent with Florida Statute, Chapter 119. The Strategic Planning Committee will evaluate and rank the Proposals. The Strategic Planning Committee will present to the District its rankings and Proposals become subject to disclosure thirty (30) days after the opening or if a notice of intent to award decision is made earlier than this time as provided by recommend that the District move forward with the top ranked Proposer. The selection criteria and given weight are as follows: Florida Statutes § 119.071(1)(b). No announcement or review of the Proposals shall be conducted at the public opening. 1. Customization to UP Needs (20%) If UPRD rejects all Proposals and concurrently notices its intent to reissue the solicitation, the rejected Proposals are exempt from public disclosure until such 2. Completeness (20%) time the UPRD provides notice of an intended decision concerning the reissued solicitation or until UPRD withdraws the reissued solicitation. A Proposal is not 3. Past Experience with Industry Related Strategic Planning (20%) exempt for longer than twelve (12) months after the initial notice of rejection of all Proposals. Pursuant to Florida Statute 119.0701, to the extent Successful 4. Approach/Process (15%) Proposer is performing services on behalf of UPRD, Successful Proposer must: 5. Communication Plan (15%) a. Keep and maintain public records required by public agency to perform the service. That information and data it manages as part of the services may 6. Pricing (10%) be public record in accordance with Chapter 119, Florida Statutes and UPRD public record policies. Proposer agrees, prior to providing goods/services, it The District reserves the right to reject any or all proposals, to waive technicalities, to re-advertise, and to otherwise conduct this Request for Proposals in the will implement policies and procedures, which are subject to approval by UPRD, to maintain, produce, secure, and retain public records in accordance with manner it deems to be in the best interests of the District. applicable laws, regulations, and UPRD policies including but not limited to Section 119.0701, Florida Statutes. Prospective firms, as well as any agents, representatives or persons acting at the request of such prospective firms, shall be prohibited from discussing any b. Upon request from the public agency’s custodian of public records, provide the public agency with a copy of the requested records or allow the records to matters related in any way to this Request for Proposals with any District officer, agent, or employee, other than John Fetsick, or as may otherwise be directed be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Florida Statutes, Chapter 119, or as otherwise provided by in the Request for Proposals. law. SECTION A. INSTRUCTIONS TO PROPOSERS c. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by A.01 INFORMATION CONFERENCE law for the duration of the contract term and following completion of the contract if the Successful Proposer does not transfer the records to the public agency. Proposer Orientations can be scheduled at the University Park Country Club, 7671 The Park Boulevard, University Park, FL 34201 on an as requested basis. d. Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of contractor or keep and maintain public records Please contact the General Manager, John Fetsick (Jfetsick@universitypark-fl.com, 941-355-3888 x 226) of your intention to schedule and to secure gate required by the public agency to perform the service. If the Successful Proposer transfers all public records to the District upon completion of the contract, the access credentials. Successful Proposer shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the A.02 DUE DATE AND TIME Successful Proposer keeps and maintains public records upon completion of the contract, the Successful Proposer shall meet all applicable requirements for Submit the Proposal package in a sealed container with the following information clearly marked on the outside of the package: Professional Consulting retaining public records. All records stored electronically must be provided to UPRD, upon request from UPRD’s custodian of public records, in a format that is Services, Proposer’s name, and Proposer’s address. Proposals must be received by the District prior to the Due Date and Time: compatible with the information technology systems of the District. The Due Date and Time for submission of Proposals in response to this Request for Proposals (RFP) is Friday, February 20, 2026, at 12:00 P.M. EST. IF THE PROPOSER HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THIS RFP OR THE PROPOSER’S Proposals must be submitted to the General Manager and addressed as follows: DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS RFP, CONTACT UPRD’S CUSTODIAN OF PUBLIC RECORDS, VIVIAN CARVAHLO, AT John Fetsick General Manager - UPRD 7671 The Park Boulevard University Park, FL 34201 ‭(407) 723-5900‬; 3501 QUADRANGLE BOULEVARD, SUITE 270, ORLANDO, FL 32817; CARVALHOV@PFM.COM‭‭‭‭‭‭‭ Proposal(s) received after the Due Date and Time will not be considered. It will be the sole responsibility of the Proposer to deliver its Proposal to the District for A.27 TRADE SECRETS receipt on or before the Due Date and Time. If a Proposal is sent by U.S. Mail, courier or other delivery services, the Proposer will be responsible for its timely UPRD is subject to Chapter 119, Florida Statutes. Therefore, all documents, materials, and data submitted as part of a Proposal in response to a Request for delivery to the Procurement Division. Proposals delayed in delivery will not be considered, will not be opened at the public opening, and arrangements will be Proposal are governed by the disclosure, exemption and confidentiality provisions relating to public records in Florida Statutes. made for their return at the Proposer’s request and expense. Notwithstanding any other provision in this solicitation, designation of the entire proposal as ‘trade secret’, ‘proprietary’, or ‘confidential’ is not A bid opening meeting will be held at 12:15 P.M. EST on Friday, February 20, 2026, at the offices of University Park Country Club (UPCC) 7671 the Park permitted and may result in a determination that the Proposal is non-responsive and therefore the proposal will not be evaluated or considered. Blvd., University Park, FL 34201, Florida at which time every bid received will be opened and read aloud, irrespective of any irregularities therein. Bidders and/ Except for materials that are ‘trade secrets’ as defined by Chapter 812, Florida Statutes, ownership of all documents, materials and data submitted as part of a or their representative properly interested may be present. Proposal in response to the Request for Proposal shall belong exclusively to the District. A.03 SUBMISSION OF RESPONSES To the extent that Proposer desires to maintain the confidentiality of materials that constitute trade secrets pursuant to Florida law, trade secret material T•h • e contents of the Proposal sealed package must include: submitted must be segregated from the portions of the Proposal that are not declared as trade secret. In addition, Proposer shall cite, for each trade secret One (1) bound original clearly identifying Proposer and marked “ORIGINAL”. claimed, the Florida Statute number which supports the designation. Further, Proposer shall offer a brief written explanation as to why the cited Statute is • Three (3) bound copy(s) clearly identifying Proposer and marked “COPY” with all required information and identical to the original. applicable to the information claimed as trade secret. Additionally, Proposer shall provide a hard copy of its Proposal that redacts all information designated as One (1) electronic format copy(s) clearly identifying Proposer. trade secret. In conjunction with trade secret designation, Proposer acknowledges and agrees that: Electronic format copies should be submitted on separate Universal Serial Bus (USB) portable flash memory drives in Bluebeam or Adobe Acrobat® portable a. Trade secret requests made after the opening will not be considered. However, County reserves the right to clarify the Proposers request for trade secret document format (PDF) in one continuous file. Do not password protect or otherwise encrypt electronic Proposal copies. Electronic copies must contain an at any time; and identical Proposal to the original. b. UPRD and its officials, employees, agents, and representatives are hereby granted full rights to access, view, consider, and discuss the information Upon submission, all Proposals become the property of UPRD which has the right to use any or all ideas presented in any Proposal submitted in response to designated as trade secret throughout the evaluation process and until final execution of any awarded purchase order or contract; and this Request for Proposals whether, or not, the Proposal is accepted. c. That after notice from UPRD that a public records request has been made pursuant to Proposer’s proposal, the Proposer at its sole expense, shall be A.04 ORGANIZATION OF RESPONSES responsible for defending its determination that submitted material is a trade secret and is not subject to disclosure. Action by Proposer in response to notice Proposals must be organized and arranged with tabs in the same order as listed in the subsections within Exhibit 2, Proposal Response, identifying the from the District shall be taken immediately, but no later than 10 calendar days from the date of notification or Proposer will be deemed to have waived the response to each specific item. trade secret designation of the materials. Proposer shall indemnify and hold District, and its officials, employees, agents and representatives harmless from any Proposals must clearly indicate the legal name, address and telephone number of the Proposer. Proposal Signature Form must be signed by an official or other actions, damages (including attorney’s fees and costs), or claims arising from or related to the designation individual authorized to make representations for the Proposer. A.28 CONFIDENTIALITY OF SECURITY RELATED RECORDS A.05 DISTRIBUTION OF SOLICITATION DOCUMENTS All documents issued pursuant to this RFP are attached to this solicitation Pursuant to Florida Statutes § 119.071(3), the following records (hereinafter referred to collectively as “the Confidential Security Records”) are confidential and A.06 ADDENDA exempt from the disclosure requirements of Florida Statutes § 119.07(1): Any interpretations, corrections or changes to this RFP will be made by addendum. Addenda will be issued via email. 1. A Security System Plan or portion thereof for any property owned by or leased to District or any privately owned or leased property held by UPRD. All addenda are a part of the RFP, and each Proposer will be bound by such addenda. It is the responsibility of each Proposer to obtain, read and acknowledge 2. Building plans, blueprints, schematic drawings, and diagrams, including draft, preliminary, and final formats, which depict the internal layout and structural all addenda issued. Failure of any Proposer to acknowledge an issued addendum in its Proposal will not relieve the Proposer from any obligation contained elements of a building, arena, stadium, water treatment facility, or other structure owned or operated by UPRD. therein. 3. Building plans, blueprints, schematic drawings, and diagrams, including draft, preliminary, and final formats, which depict the internal layout or structural A.07 RESPONSE EXPENSES elements of an attractions and recreation facility, entertainment or resort complex, industrial complex, retail and service development, office development, or All costs incurred by Proposer in responding to this RFP and to participate in any interviews/presentations/demonstrations, including travel, will be the sole hotel or motel development in the possession of, submitted to UPRD. responsibility of the Proposer. b. Successful Proposer agrees that, as provided by Florida Statute, it shall not, as a result of a public records request, or for other reason disclose the contents A.08 QUESTION AND CLARIFICATION PERIOD of, or release or provide copies of the Confidential Security Records to any other party absent the express written authorization of the District, or to comply with Each Proposer shall examine all RFP documents and will judge all matters relating to the adequacy and accuracy of such documents. Any questions or requests a court order requiring such release or disclosure. To the extent Successful Proposer receives a request for such records, it shall immediately contact the UPRD concerning interpretation, clarification or additional information pertaining to this RFP shall be made in writing via email to the Districts Designated Procurement designated Contract administrator who shall coordinate UPRD’s response to the request. Contact. All questions received and responses given will be provided to potential Proposers via an addendum to this RFP A.29 E-VERIFY The District will not be responsible for oral interpretations given by other sources including District staff, representative, or others. The issuance of a written Prior to the employment of any person under this contract, the Successful Proposer shall utilize the U.S. Department of Homeland Security’s E-Verify system addendum is the only official method whereby interpretation, clarification or additional information will be given. to verify the employment eligibility of (a) all persons employed during the contract term by the Successful Proposer to perform employment duties within Florida A.09 FALSE OR MISLEADING STATEMENTS and (b) all persons, including subcontractors, assigned by the Successful Proposer to perform work pursuant to the contract with URD. For more information on Proposals which contain false or misleading statements, or which provide references which do not support an attribute or condition claimed by the Proposer, this process, please refer to United States Citizenship and Immigration Service site at: http://www.uscis.gov/. may be rejected. If, in the opinion of the District, such information was intended to mislead the District in its evaluation of the Proposal, and the attribute, Only those individuals determined eligible to work in the United States shall be employed under this contract. condition or capability is a requirement of this RFP, such Proposer will be disqualified from consideration for this RFP and may be disqualified from submitting By submission of a Proposal in response to this RFP, the successful Proposer commits that all employees and subcontractors will undergo e-verification before a response on future solicitation opportunities with the District. placement on this contract. A.10 WITHDRAWAL OR REVISION OF RESPONSES The successful Proposer shall maintain sole responsibility for the actions of its employees and subcontractors. For the life of the contract, all employees and Proposers may withdraw Proposals under the following circumstances: new employees brought in after contract award shall be verified under the same requirement stated above. a. If Proposer discovers a mistake(s) prior to the Due Date and Time. Proposer may withdraw its Proposal by submitting a written notice to the Procurement A.30 LICENSES AND PERMITS Division. The notice must be received in the Procurement Division prior to the Due Date and Time for receiving Proposals. A copy of the request shall be The successful Proposer shall be solely responsible for obtaining all necessary license and permit fees, including, but not limited to, all license fees, permit retained, and the unopened Proposal returned to the Proposer; or fees, impact fees, or inspection fees, and responsible for the costs of such fees. Successful Proposer is solely responsible for ensuring all work complies with b. After the Proposals are opened but before a contract is signed, Proposer alleges a material mistake of fact if: all Federal, State, local, and Manatee County ordinances, orders, codes, laws, rules, regulations, directives, and guidelines. 1. The mistake is clearly evident in the solicitation document; or A.31 MINIMUM WAGE REQUIREMENTS 2. Proposer submits evidence which clearly and convincingly demonstrates that a mistake was made in the Proposal. Request to withdraw a Proposal must The successful Proposer shall comply with all minimum wage requirements, such as Living Wage requirements, minimum wages based on Federal Law, be in writing. minimum wages based on the Davis-Bacon Act, and the provisions of any other employment laws, as may be applicable to the Agreement. A.11 JOINT VENTURES A.32 PROTEST Proposers intending to submit a Proposal as a joint venture with another entity are required to have filed proper documents with the Florida Department of Any actual bidder, Proposer, or contractor who is aggrieved in connection with the notice of intent to award of a contract with a value greater than $250,000 Business and Professional Regulation and all other State or local licensing agencies as required by Florida Statute Section 489.119, prior to the Due Date where such grievance is asserted to be the result of a violation of the requirements of the District Procurement Code or any applicable provision of law by and Time. the officers, agents, or employees of the County, may file a protest to the Procurement Contact. Protest must be in writing and delivered via email in a sealed A.12 LOBBYING container with the following information clearly marked on the outside of the package: Protest related to RFP for Strategic Planning Consulting Services, After the issuance of any solicitation, no prospective Proposer, or their agents, representatives or persons acting at the request of such Proposer, shall contact, Proposer’s name, and Proposer’s address. Proposals must be received by the District prior to the Award Date and Time at the following address: communicate with or discuss any matter relating in any way to the solicitation with any District officers, agents or employees, other than the Procurement Official John Fetsick General Manager - UPRD 7671 The Park Boulevard University Park, FL 34201 or designee, unless otherwise directed by the Procurement Official or designee. This prohibition includes copying such persons on written communications by 5:00 p.m. on the fifth business day following the date of posting of the Notice of Intent to Award by The District. There is no stay of the procurement process (including email correspondence) but does not apply to presentations made to evaluation committees or at a District Board meeting where the Commission during a protest. The Procurement Contact shall have the authority to settle and resolve a protest concerning the intended award of a contract. is considering approval of a proposed contract/purchase order. This requirement ends upon final execution of the contract/purchase order or at the time the A.33 BINDING OFFER solicitation is cancelled. Proposals will remain valid for a period of 120 days following the Due Date and Time and will be considered a binding offer to perform the required services and/ A.13 EXAMINATION OF RESPONSES or provide the required goods. The submission of a Proposal will be taken as prima facie evidence that the Proposer has familiarized itself with the contents The examination and evaluation of the Proposals submitted in response to this solicitation generally requires a period of not less than thirty (30) calendar days of this Solicitation from the Due Date and Time. A.34 ACCESSIBILITY A.14 ERRORS OR OMISSIONS Once a Proposal is opened, the District will not accept any request by Proposer to correct errors or omissions in the Proposal other than as identified in The District is committed to making its documents and information technologies accessible to individuals with disabilities by meeting the requirements of Section paragraph A.11. 508 of the Rehabilitation Act and best practices (W3C WCAG 2). A.15 DETERMINATION OF RESPONSIBLENESS AND RESPONSIVENESS Successful Proposer shall ensure all its electronic information, documents, applications, reports, and deliverables required in the proposal are in a format that The District will conduct a due diligence review of all Proposals received to determine if the Proposer is responsible and responsive. meets the requirements of Section 508 of the Rehabilitation Act and best practices (W3C WCAG 2). To be responsive a Proposer must submit a Proposal that conforms in all material respects to the requirements of this RFP and contains all the information, Where not fully compliant with these requirements and best practices, Successful Proposer shall provide clear points of contact for each document and fully completed attachments and forms, and other documentation required. Proposals that are deemed non-responsive will not be considered or evaluated. information technology to direct users in how to obtain alternate formats. Further, Successful Proposer shall develop accommodation strategies for those non- To be responsible, a Proposer must meet the minimum qualification requirements and have the capability to perform the Scope of Services contained in this compliant resources and implement strategies to resolve the discrepancies. RFP. Proposals submitted by Proposers that are deemed non-responsible will not be considered or evaluated. A.35 ANTI HUMAN TRAFFICKING A.16 RESERVED RIGHTS Section 787.96, Florida Statutes, requires that when a contract is executed, renewed, or extended between a nongovernmental entity and a governmental The District reserves the right to accept or reject any and all Proposals, to waive irregularities and technicalities, to request additional information entity, the nongovernmental entity must provide the governmental entity with an affidavit signed by an officer or a representative of the nongovernmental entity and documentation, and to cancel this solicitation at any time prior to execution of the contract. In the event only one Proposal is received, the under penalty of perjury attesting that the nongovernmental entity does not use coercion for labor or services as defined in Section 787.06, Florida Statutes. Therefore, Successful Proposer shall be required to execute and return to the District, the District’s Anti-Human Trafficking Affidavit. District reserves the right to negotiate with the Proposer. The District reserves the right to award the contract to a responsive and responsible A.36 SOLICITATION SCHEDULE Proposer, which in its sole determination is the best value and in the best interests of the District. The following schedule has been established for this Solicitation process. The schedule is tentative and may be adjusted from time to time in the best interest The District reserves the right to conduct an investigation as it deems necessary to determine the ability of any Proposer to perform the work or of the District. service requested. Upon request by the District, Proposer shall provide all such information to the District. Additional information may include, but will not be limited to, current financial statements prepared in accordance with generally accepted accounting practices and certified by an Scheduled Item Scheduled Date independent CPA or official of Proposer; verification of availability of equipment and personnel; and past performance records. Non-Mandatory Solicitation Information Conference at UPRD, 7671 The Park As requested in writing by Proposer. A.17 APPLICABLE LAWS Boulevard Proposer must be authorized to transact business in the State of Florida. All applicable laws and regulations of the State of Florida. University Park, FL 34201 Deadline to request and hold conference is December 16, 2025 @ 5:00p.m. A.18 TAXES UPRD is exempt from Federal Excise and State Sales Taxes therefore, the Proposer is prohibited from delineating a separate line item in its Question and Clarification Deadline February 6, 2026 @ 5:00p.m. Proposal for any sales or service taxes. The Successful Proposer will be responsible for the payment of taxes of any kind, including but not limited to sales, consumer, use, and other Final Addendum Posted February 10, 2026 @ 5:00p.m. similar taxes payable on account of the work performed and/or materials furnished under the award in accordance with all applicable laws and Proposal Due Date and Time February 20, 2026 @ 12:00p.m. regulations. A.19 SCRUTINIZED COMPANIES Bid Opening Meeting at UPRD, 7671 The Park Boulevard, University Park, February 20, 2026 @ 12:15p.m. Pursuant to Florida Statute Section 287.135, as of July 1, 2012, a company that, at the time of submitting a response for a new contract or FL 34201 renewal of an existing contract, is on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Technical Evaluation Meeting Within fourteen (14) days of February 20, 2026 Iran Petroleum Energy Sector List, created pursuant to Florida Statute Section 215.473, is ineligible for, and may not submit a response for or enter into or renew a contract with an agency or local governmental entity for goods or services of $1 million or more. Interviews/Presentations/Demonstrations (if conducted) Within twenty-eight (28) days of February 20, 2026 A.20 COLLUSION Final Evaluation Meeting (if required) Within fourteen (14) days of interviews/presentations demonstrations Proposer certifies that its Proposal is made without prior understanding, agreement, or connection with any other corporation, firm or person submitting a Proposal for the same materials, services, supplies, or equipment and is in all respects fair and without collusion or fraud. Projected Award March 13, 2026