HomeMy WebLinkAboutC35730 - Negotiate Maintenance Operations of Desert Willow Golf Resort (DWGR)CONTRACT NO. C35730
CITY OF PALM DESERT
ECONOMIC DEVELOPMENT DEPARTMENT
STAFF REPORT
REQUEST: AUTHORIZATION TO NEGOTIATE AN AGREEMENT WITH
KEMPER SPORTS MANAGEMENT, INC. FOR THE
MAINTENANCE AND OPERATIONS OF THE DESERT WILLOW
GOLF RESORT
SUBMITTED BY: Rudy P. Acosta, Assistant City Manager
DATE: December 8, 2016
CONTENTS: Copy of RFQ/RFP for Desert Willow Golf Resort
Maintenance/Management Operations
Recommendation
By Minute Motion that City Council provides authorization for staff to:
1. Negotiate an agreement between the City of Palm Desert, the Palm
Desert Recreational Facilities Corporation and Kemper Sports
Management, Inc., for the maintenance and operations of the Desert
Willow Golf Resort and,
2. In accordance with the current Desert Willow Golf Resort management
agreement, provide Kemper Sports Management, Inc., with notice,
prior to January 1, 2017, of the City's intent to execute a new
agreement for the operation of Desert Willow Golf Resort effective in
Fiscal Year 2017-2018.
Committee Recommendation
Based upon City Council direction, an eleven -member evaluation committee was
formed to review and evaluate qualification/proposal submissions, interview qualified
firms and recommend to the City Council the highest -rated golf course operations firm
for the management/maintenance operations of Desert Willow Golf Resort. The
committee met on November 15, 2016 to conduct the interview portion of the proposal
evaluation process with the three firms who submitted qualification/proposal packages,
during which each firm made a presentation to the committee. Upon completion of the
process, the committee unanimously decided to recommend Kemper Sports
Management, Inc., as the highest -rated and best qualified firm for the maintenance and
operations of Desert Willow Golf Resort.
Staff Report
Desert Willow Golf Resort Operator Authorization
December 8, 2016
Page 2of5
Envision Palm Desert
The continued development and successful operation of Desert Willow Golf Resort
aligns with multiple objectives of the City's Strategic Plan. Desert Willow's golf courses
and hospitality components provide Palm Desert residents and guests a premier resort -
recreational experience within an environmentally responsible and sustainable
environment. Desert Willow's hospitality properties also provide a variety of
employment opportunities, a continued revenue source for the property's maintenance
costs and an opportunity to increase the City's transient occupancy tax revenue through
expansion of the remaining undeveloped sites.
Backqround
On September 22, 2016, the City Council authorized the solicitation and advertisement
of a Request for Qualifications/Proposals (RFQ/RFP) for the maintenance and
operations of Desert Willow Golf Resort (DWGR). At that time, the City Council
recommended edits to the draft RFQ/RFP document that included the removal of the
$500k operational cash reserve requirement and the removal of the 20-mile radius non -
compete clause. (Both items are a part of the current DWGR Operations Agreement).
The Council also recommended that qualifying firms be queried on specific experience
with municipal golf courses developed using tax-exempt bond financing, and their
marketing or golf programs created in response to the golf industry decline.
Additionally, the Council directed the formation of a RFQ/RFP evaluation committee to
examine submissions and conduct interviews with the qualified firms. The City Council
directed staff to include on the committee community members with expertise in the golf
industry.
On October 3, 2016, the RFQ/RFP was officially released, posted on the City website
and publicly noticed October 5 and 12, 2016 in the Desert Sun newspaper. Between
September 23 and 26, 2016, staff was contacted by eight of the golf industry's top 20
operator firms regarding the RFQ/RFP. Their calls were initiated by the Desert Sun
article published in the September 23, 2016 edition regarding the Council action the
night prior. In each conversation, the firms were notified of the official RFQ/RFP release
date, the mandatory site tour (10/10/2016) and the submission deadline date. Firms
were also advised that the submission review process would follow the requirements of
a Qualification Based Selection (QBS), which selects a service provider based upon an
evaluation of the firm's qualifications to provide the required services.
On October 10, 2016, staff facilitated a Desert Willow Golf Resort site tour that included
the golf courses, the clubhouse, the maintenance facility, the resort pads and other
related ancillary sites. Staff also conducted a mandatory one -hour question -and -answer
session with the interested firms. Three golf course operator firms elected to participate
in this portion of the RFQ/RFP process.
On October 31, 2016, the Office of the City Clerk received a total of three submission
packages by the required deadline. The submissions were from the same three firms
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Staff Report
Desert Willow Golf Resort Operator Authorization
December 8, 2016
Page 3 of 5
that attended the site tour: Marriott International/Marriott Golf Inc., Century Golf
Partners/Arnold Palmer Golf Management, and Kemper Sports Management, Inc.
In order to facilitate the RFQ/RFP evaluation process, staff assembled binders for each
member of the evaluation committee and distributed the same one week prior to the
interview date. The binders included a copy of the submissions from each firm,
evaluation guidelines/instructions, evaluation criteria and submission scoring sheets.
The objective was for each committee member to complete a full evaluation of the
printed submission material prior to the interview. Per City Council direction, the
committee members included: City Council members Van Tanner and Sabby Jonathan,
City Manager Lauri Aylaian, Finance Director Janet Moore, Public Works Director Mark
Greenwood, Economic Development Director Martin Alvarez and Senior Financial
Analyst Anthony Hernandez. In addition, three community at -large members served on
the Committee: Tim Skogen, Executive Director of the First Tee Coachella Valley, Bob
Marra, VP Sales for Career Builder Challenge, and Ruben Ramirez, Golf and Estate
Grounds Superintendent at Porcupine Creek.
On November 15, 2016, the evaluation committee met to conduct the RFQ/RFP
proposer interview process. Each firm was allotted one hour in which to present their
material and field questions from committee members. Upon completion of the
interviews, the committee conducted a 90-minute discussion of their respective
evaluations and reviewed the proposals submitted by the firms. Based upon the overall
scoring of the submission materials, the interview and the proposal, the evaluation
committee unanimously ranked the proposers as follows:
1. Kemper Sports Management Inc.
2. Century Golf Partners/Arnold Palmer Golf Management
3. Marriott International/Marriott Golf Inc.
In accordance with the QBS process, the evaluation committee concluded Kemper
Sports Management Inc. was the highest -rated firm and directed staff to forward their
recommendation to the City Council for authorization to negotiate an agreement. The
Council should note that the committee was unanimous in their ranking and
recommendation.
Kemper Sports Management (KSM) is the current operator at Desert Willow Golf
Resort. KSM is providing maintenance/management services as per the Council
authorization (December 10, 2015) to extend contract services for one year. The
contract term extension commenced on July 1, 2016 and will terminate on June 30,
2017. The recommended Council action tonight will authorize a new agreement to be
negotiated with KSM. As such, the City is required to abide by a clause in the current
agreement to provide KSM with notice of the City's intent, six months prior to contract
expiration, or January 1, 2017. Accordingly, the recommendation includes authorization
to provide KSM with the required notice.
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Staff Report
Desert Willow Golf Resort Operator Authorization
December 8, 2016
Page 4 of 5
Discussion
The current Desert Willow operations agreement has evolved over the years to adapt to
various changes in the Resort, the economy, and the golf industry. The current contract
format and specifications have served the property, the City, and guests of Desert
Willow well. Desert Willow's performance as a business enterprise has been financially
successful and has allowed the City to mitigate any burden on the General Fund. The
standard and quality of the maintenance, programs and services offered at Desert
Willow continues to generate positive reviews and the highest customer rankings
among similar resort properties. Therefore, programmatically, staff included current
Desert Willow operations performance specifications and quality standards as an
essential criterion in the evaluation and ultimate determination of the most qualified firm.
Specifically, the preservation of Desert Willow's character, amenities, services and
programs was required to be reflected as the highest priority in the interview and
evaluation process.
Additionally, per City Council direction, proposers were required to address the pros and
cons of two significant clauses within the current Operator Agreement:
1) The prohibition on operation of any other golf course property within a 20-mile
radius of Desert Willow without the City's approval.
2) The Operator guarantee to maintain a minimum cash reserve of $500,000 at the
sole cost of the operator. This provides that any cash flow needs in excess of
operational revenues be funded by the operator at the end of each month. The
guarantee curbs the enterprise fund from seeking potential short-term operational
cash flow from the City's General Fund at any time the property is managed by
the operator.
Among the evaluated firms, only KSM would commit to adhering to the 20-mile radius
restriction. Although this was not a deciding factor, the committee ultimately saw the
exclusivity as an advantage to the property and therefore recommends maintaining the
clause within the new agreement. In short, the other firms did not effectively convince
the committee otherwise.
The latter item was specifically addressed by KSM in their cost proposal, with options
for potential fee reductions if the prohibition clause were removed. The Century Golf
Partner proposal did not address the cash reserve either in their submission or fee
proposal; however, during their interview, they mentioned that they may be capable of
providing the cash reserve, but they were not forthcoming as to what, if any, affect it
would have on their proposal.
As mentioned, the evaluation committee deliberated for approximately 90 minutes after
the final interview was completed. Along with their unanimous recommendation, the
committee requested that staff, if possible, negotiate a draft agreement with KSM to be
included as part of tonight's recommendation. The committee also provided staff with
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Staff Report
Desert Willow Golf Resort Operator Authorization
December 8, 2016
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suggested options for operations fees and incentive fees. However, based upon advice
from Successor Agency legal counsel, staff ran into complications with options for
incentive fees and was therefore unable to assemble and negotiate a timely draft
agreement. Staff will bring forth a draft agreement at the next available City Council
meeting for appropriate action.
Fiscal Analvsis:
The recommended action is for authorization to negotiate an agreement with Kemper
Sports Management. Therefore, the fiscal analysis is not addressed in this staff report.
The subsequent staff report will provide a recommendation to authorize execution of an
agreement, if staff is successful in its negotiations. A fiscal analysis will be provided
within the body of the same report.
Submitted by:
Rudy P�Acosta, Assistant City Manager
Approval:
Lauri Aylaian, City Manager
Reviewed:
J n Noore, Director of Finance
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CITY OF PALM DESERT RFQ/RFP: (C35730)
REQUEST FOR QUALIFICATIONS/PROPOSALS
FOR
GOLF COURSE MAINTENANCE AND
MANAGEMENT OPERATIONS SERVICES
I.A
DESERT WILLOW GOLF RESORT
DUE DATE: OCTOBER 31, 2016
TABLE OF CONTENTS
PAGE NO.
PART1 — GENERAL INFORMATION..................................................................................................................2
1.1 The City of PALM DESERT............................................................................................................................2
1.2 Solicitation Purpose........................................................................................................................................2
PART2 - NOTICES TO PROPOSERS.................................................................................................................3
2.1 Public Disclosure Proposal Information...........................................................................................................3
2.2 Bid Notification...............................................................................................................................................3
2.3 Request for Clarification.................................................................................................................................3
2.4 Schedule of Events.........................................................................................................................................4
2.4.1 Pre -Proposal Conference............................................................................................................................4
2.5 Contract Period (Initial and Option Terms)......................................................................................................4
2.6 Notices of Instruction to Proposers.................................................................................................................4
PART3 - SCOPE OF WORK............................................................................................................................................... 7
3.1 Scope of Work and Minimum Requirements...................................................................................................7
PART 4 - PROPOSAL FORMAT AND SUBMISSION...........................................................................................11
4.1 Proposal Format and Structure.......................................................................................................................11
4.2 Copies Required............................................................................................................................................12
4.3 Fee Proposal..................................................................................................................................................12
PART5 - PROPOSAL EVALUATION...................................................................................................................13
5.1 Evaluation Criteria..........................................................................................................................................13
5.2 Evaluation Criteria Description........................................................................................................................14
5.3 Evaluation and Award Process -General Information.......................................................................................15
5.3.1 Evaluation and Award Process....................................................................................................................15
PART 6 - MANDATORY SUBMITTALS.................................................................................................................................................16
6.1 Business Information Certification...................................................................................................................16
6.2 Non -Collusion and Business Disclosure Affidavit....................................................................................................... 16
6.3 Indebtedness Affidavit....................................................................................................................................16
ATTACHMENTA - CONTRACT CLAUSES..................................................................................................................................16
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PART 1 — GENERAL INFORMATION
1.1 The City of Palm Desert -Desert Willow Golf Resort
The city owned Desert Willow Golf Resort consists of; two 18-hole golf courses designed by architects Dr.
Michael Hurdzan and Dana Fry and known as the Firecliff and Mountain View Golf courses. Firecliff and
Mountain View were opened in 1996 and 1998 respectively. The golf resort also features a 37,000 square foot
clubhouse, a golf course maintenance facility, a golf academy, a driving range and over 100 acres of
surrounding resort properties in various stages of development completion.
Since its opening in 1996, Desert Willow Golf Resort has set the standard for high -end municipal owned golf
developments and continues to be recognized by golf industry publications and patrons amongst the finest golf
resort properties in the country.
Desert Willow Golf Resort was developed with the expressed vision and intention to provide residents and
visitors with golf amenities offering a "high -end country club experience". Equally as important, Desert Willow
Golf Resort was developed as an Economic Development catalyst. Current and future development of the
designated resort, hotel and retail properties assist in the expansion of the City's tax revenue.
1.2 Solicitation Purpose
The City is inviting proposals from interested and qualified golf course operation firms for the maintenance and
management operations of the City's Desert Willow Golf Resort, featuring two world class 18-hole championship
golf courses designed by renowned golf course Architects, Dr. Michael Hurdzan and Dana Fry.
The City desires to conduct a comprehensive interview and evaluation process of the submittals received from
interested golf course management firms that will determine the highest rated/most qualified firm to be
recommended to the Palm Desert City Council for award of a contract to perform maintenance and management
operations at the Desert Willow Golf Resort.
It is the City's intent to complete the evaluation process and determine the recommended firm by December
2016. The awarded firm shall expect to commence contractual services at or about July 1, 2017.
Desert Willow Golf Resort consists of the following major elements, all of which will be under the management
of the selected Golf Course Management Firm ("Management Firm"):
A. Two 18 hole championship golf courses with: an appropriately -sized maintenance facility and appropriate
inventory of major equipment, such as the irrigation system and irrigation control system, pump station, cart
paths, course restrooms and water fountains, tee signs and benches and a maintenance barn with offices,
restrooms, work benches, cabinets, equipment lift and wash pit.
B. An appropriately sized driving range, putting/chipping greens. A general site plan for the Desert Willow Golf
Resort is attached as Exhibit "A".
C. A clubhouse which will contain an equipped commercial restaurant, bar and entertainment areas for
tournaments, cart service for golf course food and beverage, and other related type activities and events. The
clubhouse design is attached as Exhibit "B". The Maintenance Facility design is attached Exhibit "C".
D. A pro shop for the sale of golf related sporting goods and apparel.
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PART 2 - NOTICES TO PROPOSAL FIRMS..............................................................................
2.1 Public Disclosure of Proposal Information
Proposal firms are cautioned that once a proposal submittal package is opened, all information contained therein
will be available to the PUBLIC unless the information is an exception from the requirements of Government
Code Section 6250-6276.48 pertaining to Public Record Act.
The exception that allows the City to protect information that, if released, would give advantage to a competitor
or bidder does not apply after the bidding is complete and the contract has been awarded. Trade secrets,
commercial or financial background data and privileged or confidential information may be excepted from public
inspection. If any information contained in your proposal submittal qualifies for an exception because it falls into
one of the categories above it should be clearly marked "CONFIDENTIAL" and the basis of your claim of
confidentiality should be stated. Data so identified will be maintained as a protected record. Proposal firms who
claim that information contained in a bid should be protected from public disclosure after the award of the
contract may be asked to support such claim if the City receives an Public Records request for the information
and requests a determination by the City Attorney.
2.2 Bid Notification
If you received your copy of this solicitation from any source other than directly from the City of Palm Desert,
and you plan to respond to it, please notify the City immediately. You will be placed on the active `Proposal
Firms' list and will be directly sent all amendments and notices pertaining to the solicitation. It is highly
recommended that Proposal Firms supply a contact person's name along with their telephone number, fax
number, and E-mail address.
NOTE: ANY CHANGES IN DUE DATE OR MATERIAL CHANGES OF THE RFQ/RFP SOLICITATION WILL
BE POSTED ON THE CITY OF PALM DESERT WEBSITE: www.citvofpalmdesert.orq
It is the Proposal Firm's responsibility to ensure that they have all pertinent information regarding the RFQ/RFP
solicitation, including all amendments prior to submitting their proposal package. Please check the website,
even after submitting, to ensure that you have all amendments as they may be posted at any time, up to and
including the day of bid opening.
2.3 Request for Clarification
Requests for clarification on any part of the RFQ/RFP materials provided, the process or information requests
regarding Desert Willow Golf Resort shall be submitted via email to the City staff person designated below. Due
to the schedule for the RFQ/RFP process, it is extremely important that requests for clarification or additional
information be submitted in writing no later than 5:00 om. PST on October 24. 2016. Questions submitted after
this date may not elicit a response. All proposals or requests for clarification should be sent to the following:
BY E-MAIL TO:
RUDY P. ACOSTA
ASSISTANT CITY MANAGER CITY OF PALM DESERT
Email: racosta@cityofpalmdesert.org
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2.4 Schedule of Events
The following Schedule of Events represents the City's estimate of the timetable that will be followed in
connection with this RFQ/RFP solicitation:
EVENTS
DATE AND/OR TIME
Release Request for Qualification/Proposal
10/03/2016
Pre-Proposal/Site Walk Meeting
10/10/2016, 1:30-4:30pm
Final Day for Submittal of Requests
for 10/24/2016, 5:00 pm
Clarification
RFQ/RFP Submittal Date
10/31/2016, 4:00 pm
Proposal Interviews
11/07-11/11/2016, TBD
Completion of Evaluation Process
11/18/2016
Contract Award Date
12/08/2016 (estimated)
Effective Contract Start Date
07/01 /2017
The City of Palm Desert reserves the right, at its sole discretion, to adjust this Schedule of Events as it deems
necessary. If necessary, the City will communicate adjustments to any event in the Schedule of Events in the
form of an amendment. Amendments to this RFP will be issued via email to the lead contact person identified by
the respective Proposal Firms on the sign -in sheet form which will be distributed at the Pre-Proposal/Site Walk
Meeting of 10/10/2016.
2.4.1 Pre -Proposal Conference
The Pre-Proposal/Site Walk Meeting will be held between 1:30-4:30 pm PST, on October 10, 2016, at the Desert
Willow Golf Course Resort Club House, 38995 Desert Willow Drive, Palm Desert, California, 92260. This
meeting will afford each interested Proposal Firm opportunities to ask City representatives questions regarding
provisions of the Request for Qualification/Proposal and the Desert Willow Golf Resort.
Post meeting, prospective Proposal Firms may submit additional Request for Clarifications only through the
process described in Section 2.3 of this document. The City shall make every attempt to respond to Requests
for Clarifications in a timely manner and respective of the submittal deadline. Any and all responses will be
distributed in writing only to the respective Proposal Firm's identified 'lead contact'. Responses will be identified as
`response to request for clarification/information' or 'additional requirements' or a 'formal amendment' to the
Request for Qualification/Proposal and will become a binding requirement of the Proposal Submittal Package.
2.5 Contract Period (Initial and Option Terms)
The initial term of the Contract will be three (3) years. The contract will include options for the City to extend the
contract, at the sole discretion of the City, for two additional one (1) year extensions and shall be subject to City
Council approval.
2.6 Notices of Instruction to Proposers
Signature of Proposal as person Authorized to Sign
All proposal submittals shall bear an original signature, in ink, of a responsible officer or agent of the company.
Failure to sign the PROPOSAL portion of the SOLICITATION, OFFER AND AWARD form, or to include a
substitute signed document binding the PROPOSER, will be the basis for declaring a proposal non -responsive.
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2. Effective Period of Proposals
Proposals should expressly state that the offer (including all rate and fee proposals submitted in response to
this RFP, as well as the scope and character of the services described in the proposal) will remain in effect until
at least 120 consecutive days from the date set for the receipt of offers and may be accepted by the City of Palm
Desert at any time on or before such date.
3. Required Number of Copies
Proposals must be submitted in original form with two (2) additional copies, unless otherwise stated herein.
4. Offer Submission Instructions
PROPOSALS MUST BE SEALED WHEN PRESENTED TO THE OFFICE OF THE CITY CLERK. Proposals
will be received by the City of Palm Desert until 4:00 P.M., local time, on MONDAY, OCTOBER 31, 2016.
Proposals will not be publicly opened and read aloud.
5. Addressing Instructions
The envelope containing the proposal submittals must be addressed as follows:
CITY OF PALM DESERT
OFFICE OF THE CITY CLERK
73-510 FRED WARING DRIVE
PALM DESERT, CA. 92260
ATTN: RACHELLE KLASSEN, CITY CLERK
Also, please write clearly on a visible section of the submittal envelope, the Request for Qualifications and
Proposal Number, Request for Proposal Title and, Proposal Opening Date.
6. Labeling Of Proposals
The Due Date and Solicitation Number must be written on the outside of the package containing the
proposal offer. The City may open any unlabeled submittal to identify it properly. Proposers are required to
identify their package in order to protect the integrity of their proposals and to fully avail themselves of the
evaluation and selection process.
7. Proposal Firm Delivery Responsibility
Proposal submittals received at the City Clerk Office after the specified date and time will not be
accepted. Package delivery services such as FedEx, UPS, etc. deliver packages addressed to the City
Clerk's Office, Attn: Rachelle Klassen. U.S. Postal Service deliveries, including Express Mail, are tvpically
delivered to the Mail Room at City Hall and may or may not be delivered by the Mail Room to the City
Clerk by the time and place proposals are recorded. The Proposer accepts all responsibility for delivering its
proposal submittal package to the address stated above within the specified time or the submittal will be
considered non -responsive and will be mailed back unopened. If the envelope does not reflect a return
address, it will be opened for the sole purpose of obtaining the return address.
8. Descriptive Literature
Descriptive literature, where applicable, containing complete scope of services or other information
sufficient for the City to determine compliance with the RFQ/RFP specifications must accompany each
proposal in DUPLICATE. If a Proposer wishes to furnish additional information more sheets may be added. The
City is not responsible for locating or securing any information that is not identified in the proposal and
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reasonably available to the City, and the City will not be responsible for locating or securing information not
included with the proposal. In conducting its assessment, the City may use data provided by the Proposer
and data obtained from other sources, but while the City may elect to consider data obtained from other
sources the burden of providing thorough and complete information rests with the Proposer.
9. Offer Documents, Supporting Literature and Related Data
Related data, where applicable, will be made part of the proposal. All documents, literature and related data
submitted as an offer become the property of the City of Palm Desert.
10. Alternate Offers
The City of Palm Desert is not accepting alternate proposals for review, evaluation and/or consideration.
11. Acknowledgement of RFQ/RFP Amendments
All Amendments shall be acknowledged on the Solicitation of Proposals form provided. Failure to do so may
cause the proposal to be rejected. It is the Proposer's responsibility to ensure that all information regarding the
RFQ/RFP, including all amendments, is included in the offer. Amendments may be posted at any time up to
and including the due date.
12. Proposal Submittal Preparation Cost
This solicitation does not commit the City of Palm Desert to pay any costs incurred in preparing and submitting
the proposal or to contract for the services specified. This RFP is not to be construed as a contract or a
commitment of any kind, nor does it commit the City of Palm Desert to pay for any costs incurred in the
preparation of a formal presentation, or for any costs incurred prior to the execution of a formal contract.
13. Additional Information
For further procedural information concerning this Request for Qualifications/Proposal contact the point of
contact for contract administration (refer to Section 2.3 for contact details).
14. Notification to Unsuccessful Proposers
All awards are authorized by the City Council of the City of Palm Desert. All City Council agenda are posted on
the City of Palm Desert's Web Page for review by all Proposers at: www.citvofpalmdesert.ora.
15. Acceptance or Rejection of Proposals
The City reserves the right to accept or reject any or all proposals, to waive all minor technicalities, and to
accept the proposal or proposal determined to be the most advantageous to the City. Additionally, the City may
accept a proposal subject to an exception if, in the sole judgment of the City, the proposal meets or exceeds the
City's specifications.
16. Time
[RESERVED]
17. Debriefing Requests
A written request for a debriefing should be directed to the City contact identified in Request for Clarification
Section 2.3 within five (5) days after the date of award. Debriefing requests will be scheduled with the
appropriate evaluation committee and/or city representative.
18. Protest/Dispute Procedure
Only a Proposer who has actually submitted a proposal may appeal an award decision.
Failure to follow the requirements of the Protest procedures established by the City of Palm Desert, California,
shall constitute a waiver of all protest rights.
Protest must be made after the Council agenda has been posted and by 5 p.m. the day before the Council
meeting in which the award will be made. The Proposer must write a letter to Rachelle Klassen, City Clerk,
using the phrase "Proposal Protest" to the address listed in Section 5 above. Protest must be sent by
certified or registered mail or delivered in person. Note: City Council agenda is posted on the Friday prior to
Council meeting held on the following Thursday.
The written protest should include 1) the Request for Proposal number and should clearly state, with
particularity, the relevant facts believed to constitute an error in the award recommendation, or desired
remedy; 2) a specific identification of the statutory or regulatory provision that the Protesting Proposer alleges
has been violated and the provisions entitling the Protesting Proposer to relief; 3) a specific factual
description, with particularity, of each action by the City that the Protesting Proposer alleges to be a violation of
the statutory or regulatory provision that the Protesting Proposer has identified pursuant to item (2) of this
paragraph (mere disagreement with the decisions of City employees does not constitute grounds for protest). If
there is no disputed issue of the material fact, the Protest must indicate this as well.
Only the information provided within the protest period will be considered for response.
PART3 - SCOPE OF WORK................................................................................................
3.1 SCOPE OF WORK AND MINIMUM REQUIREMENTS
The Management Firm will be responsible for the maintenance, operation, marketing and management of the
facilities. The Management Firm must demonstrate its experience and knowledge in managing and operating
public golf facilities. Experience in developing and managing first-class golf courses in a desert environment is
highly desirable. The Management Firm shall address, in its proposal, the firm's ability to provide the following
specific services:
Management Services and Minimum Qualifications:
• Maintain and operate the golf courses and ancillary facilities in a first-class manner consistent with the
quality expected in a premier golf resort in accordance with standards established by the City.
• Have demonstrated experience in preparing and managing a golf course in a manner required by PGA
Tour specifications.
• Have demonstrated experience in interfacing with "5-Star" quality hotel management in accommodating
hotel guests' golf play.
• If applicable, assist the City in negotiating arrangements with concessionaires, licensees, tenants and other
users of the facilities.
• Prepare and submit to the City an annual operating budget including expenditures for facility operation and
maintenance, repairs and alterations, furnishings, equipment and operating inventory, advertising, sales
and business promotion and a five (5) year capital improvement program.
• Obtain and maintain all necessary food and beverage permits from the Riverside County Health Dept.
• In cooperation with City staff, develop and implement finance and accounting procedures necessary to
accurately account for all income and operational expenses.
• Provide a system that allows the City Finance Department to review the golf course financial records at any
time.
• Maintain an appropriate level of supplies for the facility and its customers.
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• Hire, train and supervise the staff necessary to manage and operate the facilities.
• Provide a general manager for the golf course to be responsible for day-to-day management who shall
reasonably be available during normal working hours.
• Provide a director of golf who is a current Class "A" member in good standing of the Professional Golf
Association or Ladies Professional Golf Association.
• Provide United States Golf Association golf handicap services to both men and women golfers who
patronize the facility.
• Provide starter services in golf shop including assignment of tee times and carts and the collection of fees.
• Provide paid marshals when course is open for play to closely monitor and control speed of play.
• Provide Professional Golf Association or Ladies Golf Association certified instructors for golf lessons.
Golf Course Operations and Maintenance Minimum Standards:
1. Greens Maintenance
Manager shall maintain all greens in accordance with accepted playability and industry wide and City
Landscape standards. Without limiting the generality of the foregoing, Manager shall maintain all greens in
accordance with the following minimum requirements:
• Change cups and repair ball markers daily.
• Mow and maintain greens to provide "Best in Class" playing surfaces year round, with a reel -type mower
designed: specifically for mowing golf greens and of the type, make and model accepted by the golf
industry.
• Verticut all greens as needed to control mat and thatch buildup.
• Aerify greens as needed and remove plugs the same day, top -dress the greens following each
aerification if necessary, or if conducive to aerification goals and season.
• Treat greens with proper chemicals to control insects, disease, and other pests.
• Fertilize greens at a rate and frequency that will promote healthy turf propagation.
Manager shall have the soil analyzed within thirty (30) days after the commencement of the
Management Term and monthly thereafter. Complete soil tests to be performed quarterly. Manager shall
apply fertilizer in the quantity and type recommended by such analysis in a manner to provide
uniform growth of turf.
2. Tee Maintenance
Manager shall maintain all tees in accordance with accepted playability and industry wide standards. Without
limiting the generality of the foregoing, Manager shall maintain all tees in accordance with the following
minimum requirements:
• Service tees daily by moving markers and ball washers as needed based on volume of play and turf
damage.
Change tee towels regularly and keep ball washers filled to proper level with water and an
appropriate cleaning agent
• Mow and maintain tees to provide "Best in Class" playing surfaces year round with reel -type mower
at appropriate height for turf type and climate conditions.
• Verticut tees as needed for thatch removal.
• Repair worn and damaged turf areas as they occur by overseeding or resodding to ensure playable
tees at all times.
• Treat tees for control of insects, disease, weeds, and other pests necessary to maintain healthy turf.
• Fertilize tees at a rate and frequency that will promote healthy turf propagation.
• Repair divots daily, and Aerify tees as needed, removing plugs the same day. Top -dress the tees
following each aerification if necessary and/or conducive to aerfications goals and/or season.
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3. Fairway Maintenance (including Driving Range Area)
Manager shall maintain all fairways in accordance with accepted playability and industry wide standards. Without
limiting the generality of the foregoing, Manager shall maintain all fairways (including the driving range area) in
accordance with the following minimum requirements:
• Mow fairways with a reel -type mower.
Verticut fairways as necessary for turf health and playing conditions
• Aerify all fairways as needed.
• Overseed and top dress (or, resod) worn or bare areas of fairways as necessary
Treat turf to control weeds, disease, insects and other pests necessary to maintain weed -free and
healthy turf.
• Fertilize fairways at a rate and frequency that will promote healthy turf propagation.
4. Maintenance of Rough and Other Turf Areas
Manager shall maintain rough, turf, perimeter landscape areas, and landscape lawn areas, including plant
and annual color areas, in accordance with accepted playability and industry -wide standards. Without limiting
the generality of the foregoing, Manager shall maintain all rough, turf, perimeter landscape areas, and
landscape lawn areas, including plant and annual color areas, in accordance with the following' minimum
requirements:
• Maintain rough to provide desired result, and mow other turf areas at least once per week
• Verticut as necessary to promote healthy growth
• Aerify as needed and seed or sod worn or bare areas in turf as necessary
Treat turf to control weeds, diseases, insects, and other pests to maintain a healthy turf.
• Fertilize rough at a rate and frequency that will promote healthy turf propagation.
5. Maintenance of Nursery
Manager shall maintain sod nurseries for the greens at all times according to the foregoing greens
maintenance specifications.
6. Maintenance of Accessory Equipment
Manager shall maintain all golf course accessory equipment. In a clean, safe, functioning condition at all times,
replacing with equipment and/or materials as necessary, including, but not limited to, the following:
• Signs
• Tee markers.
• Ball washers, including tee towels and soap.
• Out-o-bounds markers, water hazards, cart directional signs, etc.
• Directional flags and poles.
• Distance markers (150 yards, etc.).
• Greens flags, poles and cups
Practice green markers and cups.
• Trash receptacles
• Cleat brushes
7. Irrigation
Manager shall maintain the entire irrigation system serving the Golf Course property, including main lines,
valves, lateral lines; sprinkler heads, and controllers, in good repair, functioning properly and conforming to all
related codes and regulations at all times. Manager shall irrigate the Golf Course property as required to
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maintain adequate moisture for growth rate and appearance in accordance with accepted industry standards.
Adequate soil moisture shall be determined by visual observation, plant resiliency, and turgidity, examining
cores removed by soil probe, moisture sensor devices, and programming irrigation controllers accordingly. In
addition:
• Consideration shall be given to soil texture, structure, water holding capacity, drainage,
compaction, precipitation rate, run-off, infiltration rate, percolation rate, seasonal temperatures, prevailing
wind condition, time of day or night, type of grass or plant, and root structures.
• In areas where wind creates problems of spraying onto private property or road rights -of -way, the
controller shall be set to operate during the period of lowest velocity.
• Manager shall be responsible for monitoring all systems within the Golf Course property and for
correcting the same for coverage, adjustment, clogging of lines, and sprinkler heads, and removal of
obstacles, including plant materials, which obstruct the spray.
• Manager shall check the system daily and adjust and/or repair any sprinkler heads causing
excessive run-off, or which throw directly onto, roadway, paving or walks within rights -of -way.
• The central control system shall be inspected on a daily basis and adjusted as required,
considering the water requirements of each remote control valve
• A soil probe or tensiometer shall be used regularly to determine the soil moisture, content in various
areas, with particular attention being given to the greens.
• Manager shall repair all leaking or defective valves within appropriate time period.
• Upon written request by City, Manager shall file a monthly statement with the City certifying that all
irrigation systems are functioning properly.
• If there is a reduction of the volume of water supplied to the Golf Course property during peak demand
periods, the priority of water distribution by Manager shall be as follows:
(a) greens, (b) tees, (c) fairways, and (d) other turf and landscape areas.
8. Other Required Duties
• Manager shall remove all litter from the Golf Course grounds; including but not limited to the Golf Course,
maintenance yard, landscape areas, and the driving range. Manager shall remove all trash and debris
resulting from Golf Course maintenance as it occurs. Manager shall clean, repair, and replace trash
receptacles as necessary to maintain clean, safe and sanitary conditions at all times.
• Manager shall maintain shrub and ground cover plantings and lawn areas in a manner to promote
proper healthy growth and an aesthetically pleasing appearance at all times.
• Manager shall maintain all trees in a safe, healthy and aesthetically pleasing condition at all times.
Trees shall be pruned regularly in order to promote growth, safety, and beauty.
• Manager shall maintain all sand traps in a raked, edged, and weed -free condition at all times, replacing
sand in kind and rakes as necessary.
• Manager shall take whatever preventive steps are necessary and legal to protect all slope areas from
erosion at all times, subject to the approved budget.
• Manager shall control rodent and other animal pests as necessary to prevent erosion and
destruction of plantings.
• Manager shall maintain and repair as necessary surface flow lines, swales, catch basins, grates,
subsurface drainage systems, and other ,drainage structures in a clear, weed -free and properly
functioning condition at all times.
• Manager shall observe all legal requirements and safety regulations in the use and storage of
chemicals, hazardous materials, supplies, and equipment.
• Manager shall maintain the golf maintenance storage room and yard in a clean, orderly, and safe condition
at all times, conforming to all applicable laws and regulations.
• Manager shall take reasonable measures to protect golfers from injury and the Golf Course from damage
in periods of frost, rainy weather and other unusual conditions.
• Manager shall maintain bridge abutments and approaches in a safe and stable condition.
• Manager shall maintain walkways, steps, handrails on walkways, header -boards, and cart paths in a
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clean, edged, safe, and weed -free condition.
Manager shall maintain, repair, and replace parking lots and driveways to achieve clean, safe and
weed -free conditions.
Manager shall inspect the following frequently and repair as needed: (a) all area lighting systems for safe
and functioning condition, and (b) all golf course parking lots, walkways and interior paved and/or unpaved
surface roads.
After evaluation of proposals, it is the intent of the City to enter into a contract with the successful proposer,
whereby such Contractor will be retained as the Management Firm. A copy of the current Operator contract for
services is attached hereto as Exhibit "D". Golf Course Management Agreement
The minimum requirements and Scope of Work, as well as certain request for information.
PART 4 - PROPOSAL FORMAT AND SUBMISSION................................................................
4.1 Proposal Format and Structure
All submissions must follow the submission guidelines below.
in compliance with these requirements.
1. Use fonts no smaller than Times New Roman, 10 point.
proposal, and appendices should not exceed 100 pages.
2. All pages must be numbered.
The City reserves the right to reject proposals not
Maximum length including title page, the entire
3. Address qualifications criteria in the order presented in PART 5 — PROPOSAL EVALUATION.
4. Major sections must have page breaks between them and the following sections.
5. The proposal must be signed and titled by a duly authorized representative of the Proposer. In addition, the
City requires that all proposals contain the following:
6. Title Page — Clearly label with the RFP number, RFP title, Proposer's name, mailing address, and fax number,
and the name, telephone number, and email address of a contact person.
7. Table of Contents — Identify the page location of each major section.
8. Introduction — Provide brief narrative of background and general qualifications of the Proposer, including any
experience with services/products similar in scope and/or size to those requested in this RFP.
9. Proposer's Proposal — Include all pages from this Request for Proposals in addition to any other materials
submitted by the Proposer. State in succinct terms the Proposer's understanding of the services to be provided
and how the Proposer anticipates being able to meet the scope of work as delineated within Part 3 Scope of
Work and Golf Course Management Agreement.
10. Contract Clauses and Forms — Include all pages and completed forms. In addition to the above
information, describe any prior or pending litigation, civil or criminal, involving a governmental agency or
which may affect the performances of the services to be rendered. This includes any instances in which the
Proposer or any of its employees, subcontractors, or sub -consultants is or has been involved within the last
three years.
11. Client list — include points of contact and relevant information from three or more organizations that have
used your company for similar products/services within the last five years.
12. Response must demonstrate your comprehension of the objectives and services from the RFP. Do not
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merely duplicate the Scope of Work as presented within this RFP.
13. Appendices — include any additional information that the Proposer deems important to the decision process
but that is not specified elsewhere in the RFP.
14. Identify by name and title the individual responsible for the administration of the project. (That is, the
individual who has the responsibility to oversee the contract, not a firm's contract negotiator, etc.)
15. Identify the project organization and staffing. A project organizational chart is to be provided, along with
resumes of the personnel assigned to the project. Level of staff for work to be performed under this Contract.
Proposals must describe the work to be performed by the individuals you name to perform essential
functions and detail their specific qualifications and substantive experience directly related to this RFP. A
response prepared specifically for this RFP is required. Marketing resumes often include non- relevant
information that may detract from the evaluation of a proposal. Lists of projects are not useful. Focus on
individual's specific duties and responsibilities and how project experience is relevant to the requirements of
this RFP.
16. A list of references that can be contacted to discuss the performance on similar work. If available, provide a
sample of comparable data your firm has generated for a similar project.
References that are not relevant to RFP should not be included. Therefore, the References provided
should be directly related to the requirements in the SOW. The City is particularly interested in government
references. The City may obtain other information by sending out questionnaires and/or through other
sources. References other than those identified by the Proposer may be contacted by the City with the
information received used in the evaluation.
The Proposer shall provide references from at least three contracts, within the last three years that are
similar in size, scope and complexity to Part 1 - Desert Willow Golf Resort. At least two POCs shall be provided
from the following (in descending order of availability):
Director of Finance or similar department head; Procuring Contracting Officer/Procurement Negotiator or
equivalent: City Manager/Administrator or equivalent; Assistant Director of Finance or equivalent.
17. Additional Information. Proposers are advised not to consider loose brochures (e.g. general marketing
material) as qualified submittal materials for evaluation. Only pertinent information will be part of the review and
evaluation process.
18. The Proposer's attention is particularly called to the Disadvantaged Business Enterprise (DBE) Program
Requirements governing this Contract. Any Proposer who is not a DBE must make a good faith effort to
award at least 2% of the dollar value of the Contract to DBEs.
4.2 Copies Required...................................................................................................
Paper — One (1) complete, original copy (signed in blue ink where required) and TWO (2) copies, ALL contained
in a single sealed submission. All responses shall contain those pages on which prices, other information, or
signatures are required.
Electronic — One (1) electronic copy on a CD-ROM or flash drive. Format of the electronic copy must be either
.doc (readable by Microsoft Word 2003 or 2007) or .pdf (readable by Adobe Reader 9). The content of the
electronic file shall be an exact submission of the hard copies of the proposals (i.e., documents should bear
signatures, where applicable and be filled out entirely). In event of discrepancy/conflict between the hard copy
and electronic copy will govern.
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4.3 Fee Proposal........................................................................................................................
The term of this contract shall be for: THIRTY-SIX (36) MONTHS with two (2) additional one (1) year extension
options.
4.3.1 FIXED MANAGEMENT FEE
FIXED ANNUAL
MANAGEMENT FEE
TOTAL FOR CONTRACT
YEARS 1 THROUGH 3
TOTAL FOR OPTION YEARS
1 and 2
Contract
Contract
Contract
Option
Option
Year 1
Year 2
Year 3
Year 1
Year 2
d
PART 5 - PROPOSAL EVALUATION.....................................................................................
5.1 Evaluation Criteria
The proposal evaluation process is designed to award the contract, not necessarily to the Proposal of least cost,
but rather to the Proposer with the best combination of attributes (i.e., qualifications and experience, cost)
based upon the evaluation criteria specifically established for this RFQ/RFP.
Proposers must provide all information outlined in the Evaluation Criteria to be considered
responsive. Proposals will be evaluated based on the responsiveness of the Proposer's complete RFQ/RFP
information and to the Evaluation Criteria which will demonstrate the Proposer's understanding of the
Evaluation process and capacity to perform the required services of this Request for Proposals.
Proposals will be evaluated based on the following Evaluation Criteria:
EVALUATION CRITERIA
A. Qualifications and Experience
B. Management and Operating Plan
C. Marketing Program
D. Fee Proposal
TOTAL
MAXIMUM POINTS
25
Points
25
Points
25
Points
25
Points
100
Points
The establishment, application and interpretation of the above Evaluation Criteria shall be solely within the
discretion of The City. The City reserves the right to determine the suitability of proposals on the basis of all
these criteria.
5.2 Evaluation Criteria Description
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The maximum points that shall be awarded for each of the Evaluation Criteria are detailed and described below
Evaluation Criteria A - Qualifications and Experience (25) Points
The Management Firm must be an organization whose principals have substantial experience and expertise
in the Management and operations of other such public golf club facilities.
A. Provide detailed information on the Firm's qualifications and experience in the operation and
maintenance of municipal golf course facilities with multiple golf courses and related activities/facilities.
Additionally, provide narrative relative to your Firm's familiarity and/or experience (if any) with the PGA (or other
industry groups/foundations) and its operations and membership. Provide information on the Firm's
experience in facilitating professional golf tournaments in accordance with PGA guidelines and specifications.
B. Identify each member of the Firm's management team that will be responsible for the implementation
of your proposal. Information must include (i) Name and job title, (ii) Contact information, (iii) Specific
assignment and level of commitment to this project and, (iv) Resume and professional biography.
C. Identify individuals who will be responsible for the day-to-day operations of the Desert Willow Golf
Resort Project. Particularly identify whether the operations and management would be provided by the
operator or through a subcontractor.
D. Provide detailed information on your firm's experience in the operations of irrigation pump systems and
reclaimed water storage facilities, in the irrigation of golf course greens and fairways.
Evaluation Criteria B - Manaqement and Operatinq Plan (25) Points
A. Provide a description of the management structure and operating plan (including staffing plan) to be
used in the conduct of the operation. Describe the relationship of the local operating staff to the corporate
operating structure, if applicable, and the degree of authority the local manager will have in relation to the
corporate operating structure. Please present charts, diagrams or descriptive materials to expand or clarify.
B. Provide detailed information on the Firm's personnel policies, training programs, customer service
philosophy and employee benefits package.
C. Provide detailed information on the Firm's approach to Concession operations. Discuss food and
beverage services including drive-thru service, cart service and alcohol services. Provide information relative to
subcontracting relationships, if any
D. Provide detailed information on Pro Shop operations. Discuss proposed merchandise and proposed
themes.
Evaluation Criteria C - Marketinq Proqram (25) Points
A. Provide detailed information on the Firm's experience in and approach to promoting the game of golf.
B. Provide specific information on the efforts the Firm will utilize to attract PGA qualifying events or other
tournaments.
C. Describe the marketing approach the Firm will utilize to market the Golf Course, with emphasis on
measures designed to optimize patronage. Discuss anticipated patronage, targeted consumers and estimated
number of rounds per year.
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D. Provide information on any community benefits associated with the Firm's proposed operations.
Describe how the Firm will encourage the use of local companies for goods and services.
Evaluation Criteria D - Manaaement Fee (25) Points
A. Provide a detailed management fee proposal in the following format: (1) A fixed monthly management
fee, or (2) A percentage of revenues/net income fee, or (3) A combination of a base monthly
management fee and a percentage of revenue/net income fee
5.3 Evaluation and Award Process -General Information
A. All offers are subject to the terms and conditions of this solicitation. Material exceptions to the terms and
conditions, or failure to meet the City's minimum specifications, shall render the offer non -responsive to the
solicitation.
B. Any award made under this solicitation shall be made to the Proposer who provides goods or services, other
than professional services as defined by Section 2254.002 of the Government Code, that are determined to be
the most advantageous to the City. Criteria to be considered in determining the proposal most advantageous
to the City are included below.
5.3.1 Evaluation and Award Process
As part of the requirement to establish the responsibility of the Proposer, the City of Palm Desert may perform a
price analysis to determine the reasonableness of the price(s) at which the supplies and/or services are offered.
Prices that are significantly lower than the mean of all offers and that appear to be unreasonably low may be
determined to be evidence of non -responsibility, and cause the Offer to be rejected.
A. The Evaluation Committee shall be established to evaluate proposals based solely on the Evaluation
Criteria set forth. Criteria not specified in the RFP will not be considered. The City reserves the right to waive
any minor irregularities or technicalities in the proposals received. Proposals will be evaluated on an individual
basis against the requirements stated in the RFP.
B. Minor problems of completeness or compliance may be called to the attention of Proposers for clarification.
Substantial deviations from specifications or other requirements of this RFP will result in disqualification of the
proposal.
C. Cost will not be the only consideration in the selection of short listed proposals or the recommended
awardee. Detailed evaluation of proposals will involve a determination of the most favorable combination of
various elements contained in this RFP. The selection of the ultimate winning proposal will be based upon
what the evaluators believe to be most advantageous to the City.
D. During the evaluation process, the City reserves the right, where it may serve in the City's best interest, to
request additional information or clarifications from Proposers, or to allow corrections of errors or omissions.
E. After initial evaluation of the submittal packages, the Evaluation Committee may determine a short list of
Qualified Proposers to participate in an oral presentation and interview process.
The short list of Proposers will include only those proposals that have a reasonable chance of being selected for
award considering all aspects of the RFP. The presentation/interview process will be arranged to assist the
Evaluation Committee in reviewing only those Proposers within the short list/competitive range.
F. The City reserves the right to negotiate the final scope of services, price, schedule, and any and all
aspects of this solicitation with all Proposers in the competitive range. Once negotiations are complete, the
15
City shall establish a common date and time for the submission of Best and Final Offers.
If a Proposer does not submit a notice of withdrawal of its offer, or a Best and Final Offer, the Proposer's
immediate previous offer shall be construed as its best and final offer.
H. The best and final offers shall be evaluated in essentially the same manner as the initial offers. The
contract shall be awarded to the responsible Proposer whose qualifications, price and other criteria considered,
are the most advantageous to the City.
I. The City reserves the right to award this contract to one Proposer, to make multiple awards and to
award without discussions. The city may reject any or all offers if such action is in the City's interest, award
contract other than to the lowest Proposer, waive informalities and minor irregularities in offers received, and
award all or part of the requirements stated.
J. Proposals that are considered non -responsive will not receive consideration. The City reserves the right at
any time during the evaluation process to reconsider any proposal submitted. It also reserves the right to
meet with any Proposer at any time to gather additional information. Furthermore, the City reserves the right
to delete, add or modify any aspect of this procurement through competitive negotiations up until the final
contract signing.
K. The successful Proposer's proposal will be incorporated into the final contract. Any false or misleading
statements found in the proposal will be grounds for disqualification or contract termination. Submission of a
proposal indicates acceptance by the Proposer of the conditions contained in this RFP, unless clearly and
specifically noted in the proposal and confirmed in the contract between the City and the Proposer selected.
PART 6 - MANDATORY SUBMITTALS..................................................................................
6.1 Business Information Certification..............................................................................
6.2 Non -Collusion and Business Disclosure Affidavit...........................................................
6.3 Indebtedness Affidavit..............................................................................................
Attachment "A" - CONTRACT CLAUSES......................................................................................
Responsibility Determination
The responsibility determination includes consideration of a Proposer's integrity, compliance with public
policy, past performance with the City (if any), financial capacity and eligibility to perform government work
(e.g., debarments/suspension from any Federal, State, or local government). The City reserves the right to
perform whatever research it deems appropriate in order to access the merits of any Proposer's proposal.
A. Financial Capacity Determination
FINANCIAL INFORMATION
Financial Statements. Please provide financial statements for your organization for at least the last two (2) fiscal
years as follows:
If a publicly held organization:
(1) Consolidated financial statements as submitted to the Securities and Exchange Commission (SEC) on
Form 10K.
(2) The most recent Forms 100 since the last Form 10K was submitted. (3) Any Form 8Ks in your last fiscal
year.
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If a privately held organization:
(1) Balance sheet for your last two fiscal years certified by an independent Certified Public Accountant.
(2) Statement of income of your last two fiscal years certified by an independent Certified Public Accountant.
Management discussion and analysis of your organization's financial condition for the last two years indicating
any changes in your financial position since the certified statements were prepared.
If not considered proprietary, any recent Management Letters.
Evidence of Financial Responsibility.
Submit evidence of financial responsibility. This may be a credit rating from a qualified firm preparing credit rating
or a bank reference.
The City reserves the right to confirm and request clarification of all financial information provided (including
requesting audited financial statements certified by an independent Certified Public Accountant), or to request
documentation of the Proposer's ability to comply with all of the requirements in the Proposal Documents.
Incomplete disclosures may result in a proposal being deemed non -responsive.
B. Technical Capacity Determination
The City may conduct a survey relating to the Proposer's record of performance on past and present projects
that are similar to the scope of work identified in this RFP, which may include services/projects not identified by
the Proposer. The City reserves the right to perform whatever research it deems appropriate in order to
assess the merits of any Proposer's proposal. Such research may include, but not necessarily be limited to,
discussions with outside Proposers, interviews and site visits with the Proposer's existing clients and
analysis of industry reports. The City will make a finding of the Proposer's Technical Resources/Ability to
perform the RFP scope of work based upon the results of the survey.
A Proposer will be determined responsible if the City determines that the results of the Technical
Resources/Ability survey reflect that the Proposer is capable of undertaking and completing the RFP Scope of
Work in a satisfactory manner.
The undersigned hereby acknowledges and agrees that:
The Request for Proposals has been reviewed by the undersigned prior to the execution of this proposal;
17
2. The site of the Desert Willow Golf Resort has been inspected by the undersigned, who has become
thoroughly familiar with the premises and with the proposed method of operation;
3. The City may reject any or all proposals submitted;
4. The City may award the privilege to the Proposer that, in the sole opinion of the City, provides best value to
the City and the public interest;
5. The decision of the City in selection of the successful Proposer shall be final, and not subject to review or
attack; and
6. This proposal is made with full knowledge of the foregoing and in full agreement thereto.
By submission of this proposal, the Proposer acknowledges that the City of Palm Desert has the right to make
any inquiry or investigation it deems appropriate to substantiate or supplement information contained in the
proposal and related documents, and authorizes release to the City of Palm Desert of information sought in such
inquiry or investigation.
ATTESTED BY: By:
(Corporate seal, if applicable)
Name:
Title:
I