Summary Details

The District of Summerland (the “District”) is seeking prospective Respondents to submit non-binding Proposals for the provision of real estate brokerage services for residential and small commercial opportunities. 

The District makes a variety of real estate transactions annually and will be looking at making strategic acquisitions and dispositions over the next several years. The District would like to have a real estate company under contract to draw on during any purchases or sales when assistance from a licensed realtor is deemed beneficial. A contract with predetermined commission terms will allow the District to act in a timely manner when pursuing or disposing of properties.

The Supplier will be required to perform the services of a real estate broker acting on behalf of the District on an as-needed basis. 

The services will generally be related to residential and small commercial opportunities (including industrial, agricultural, etc.), typically for properties valued at less than $1,000,000, or where the target audience is primarily local or regional in nature. 

Respondents are advised that the District is competing another opportunity in parallel, RFP-2024-38 – Real Estate Brokerage Services for Large Commercial Opportunities. Please refer to the District’s bids&tenders page for details: http://summerland.bidsandtenders.ca.

Please refer to the RFP documents for more information.

Opportunity Documents

bids&tenders is the only authorized website to obtain competitive bid documents for District of Summerland opportunities. To obtain documents online please visit https://summerland.bidsandtenders.ca. You can preview the bid documents with a Preview watermark prior to registering for the opportunity. The District of Summerland shall not be held responsible for competitive bid documents that are located on any other website. 

The RFP documents set out: 

1. The details of the goods or services that the District is seeking, as further described in Section 2 - Deliverables;
2. The process for submission, evaluation and award of the Agreement;
3. The proposed terms and conditions of the Agreement; and
4. The forms which outline the information a Proponent should submit in their Proposal.

Submission of Proposals

To be considered, Proposals must be submitted via bids&tenders online bid submissions functionality in accordance with the instructions in the Opportunity document. Proposals must be received no later than the Opportunity Closing Date & Time. It is solely the responsibility of the Respondent to ensure that the Proposal is received on time. 

There will be no public opening.

Requirements for Participation and Requirements to Request to Participate

Proposals not clearly demonstrating that they meet the following mandatory criteria will be

excluded from further consideration in the evaluation process.

The Supplier shall, at their own expense, provide the District with proof of the following prior to beginning work on this project:

• Any permits, certificates, and licenses required by law and for the District for the execution of the Deliverables.
• WorkSafeBC Clearance Letter addressed to the District of Summerland, indicating that account is active and in good standing, or the Supplier must proof of exempt status in the form a status determination letter from WorkSafeBC indicating that coverage is not required.
• Commercial General Liability Insurance, Automobile Insurance and Professional Liability Insurance, as per the form of agreement included with the Opportunity.

Term of Engagement

The successful Respondent should be prepared to commence work immediately after the Agreement is awarded. The Agreement shall be valid for an initial term of three (3) years, with the opportunity to renew for up to two (2) additional years, in the District’s sole discretion.

Procurement Method

Negotiated Request for Proposals. 

Procuring Entity

District of Summerland, 13211 Henry Ave, Summerland, BC
 

Contact Person

Dana Silk, Manager of Procurement & Contract Administration

Via bids&tenders “Submit a Question” functionality only

This procurement is subject to the Canada-EU Comprehensive Economic Trade Agreement (Chapter Nineteen), the Canadian Free Trade Agreement (Chapter Five), and the New West Partnership Trade Agreement.