DEMO · Heron Lakes Preserve HOA · made-up community · read-only

Landscaping and grounds RFQ

Gives every landscaping bidder the same facts and the same scope, so the board compares real prices instead of guesses.

46 items

21 already in the community profile (46%), so nobody types them again.

V Verified · 7A Attested · 30S Public record · 5P Pending · 4

What this produces

  • Same-scope bid packet for 3 or more verified vendors
  • Line-item price comparison
  • Monthly service log and photo record

A. The community · 8 items

Pulled straight from the community profile.

#ItemDemo answerProof levelSource
A1Association legal nameHeron Lakes Preserve Homeowners Association, Inc.S Public record✓ From profile
A2State registration numberN0400001234 (Florida Sunbiz, active)S Public record✓ From profile
A3Type and governing lawHomeowners association, Florida Chapter 720S Public record✓ From profile
A4Homes300 single-family homesV Verified✓ From profile
A5Site address1 Heron Lakes Blvd, Palm Beach County, FLS Public record✓ From profile
A6ManagementProfessionally managed; licensed community manager on fileV Verified✓ From profile
A7Board contact for this requestTreasurer, through the managerA Attested✓ From profile
A8Preferred contactEmail, then phone; large-print packets on requestA Attested✓ From profile

B. The grounds · 8 items

What bidders need to price the work.

#ItemDemo answerProof levelSource
B1Turf area18.4 acres, mostly St. Augustine (Floratam)V Verified✓ From profile
B2Shrub and groundcover beds3.1 acres; plant list attachedA Attested✓ From profile
B3Tree inventory1,240 trees, tagged and mappedV Verified✓ From profile
B4Palms310 palms (Sabal, Royal, Medjool)V Verified✓ From profile
B5Irrigation6 controllers, 142 zones, reclaimed waterV Verified✓ From profile
B6Lakes and edges7 lake banks, 2.6 miles of shoreline (edge mowing only)S Public record✓ From profile
B7Entrances and medians2 entrances, 9 medians with seasonal colorA Attested✓ From profile
B8Site mapMap with zones, trees and controllers attachedV Verified✓ From profile

C. Scope of work · 9 items

The written scope every bidder prices.

#ItemDemo answerProof levelSource
C1Mowing42 cuts a year (weekly in growing season, every other week in winter)A AttestedAdded for this request
C2Edging and trimmingEvery cut; hard edges and bed edgesA AttestedAdded for this request
C3FertilizationFollows the Palm Beach County fertilizer ordinance, including the summer rainy-season limitsA AttestedAdded for this request
C4Pest and weed controlLicensed applicator; products and dates loggedA AttestedAdded for this request
C5Tree workPruning to ANSI A300 standard by or under an ISA Certified ArboristA AttestedAdded for this request
C6Palm careYearly trim; no "hurricane cut" over-pruningA AttestedAdded for this request
C7IrrigationMonthly zone check; repairs over $250 need written approvalA AttestedAdded for this request
C8Seasonal color2 changes a year at the entrancesA AttestedAdded for this request
C9Storm readinessPre-season pruning by June 1; post-storm debris plan within 72 hoursA AttestedAdded for this request

D. Schedule and site rules · 4 items

So the work fits the community.

#ItemDemo answerProof levelSource
D1Work hoursMonday to Friday, 8 a.m. to 5 p.m.; no blowers before 8 a.m.A Attested✓ From profile
D2Gate accessVendor badges through the gatehouseA Attested✓ From profile
D3Contract term3 years, yearly reviewA AttestedAdded for this request
D4Start dateJanuary 1, 2027A AttestedAdded for this request

E. Vendor requirements · 8 items

Checked before award, not after.

#ItemDemo answerProof levelSource
E1State licence requiredPesticide applicator licence (Florida) for chemical work; arborist credential for tree workA AttestedAdded for this request
E2General liability minimum$1,000,000 per claim; association named additional insuredA Attested✓ From profile
E3Workers' compPolicy in force or valid state exemption, shown before awardA Attested✓ From profile
E4Business autoRequired for vehicles on siteA Attested✓ From profile
E5References3 associations of similar size, checked by CPI staffA AttestedAdded for this request
E6Vendor profileComplete CPI vendor profile with licence and insurance marked Verified before awardA AttestedAdded for this request
E7Conflict checkVendor states any family, business or gift ties to board or managerA AttestedAdded for this request
E8Equipment listMowers, lifts and spray rigs listedA AttestedAdded for this request

F. How the board decides · 5 items

Fair, written, the same for everyone.

#ItemDemo answerProof levelSource
F1Bid formSame written scope and line-item price sheet for every bidderA AttestedAdded for this request
F2Price basisFixed price for year 1; any increase rule stated in writingA AttestedAdded for this request
F3ScoringPrice 40%, proof of past work 25%, scope fit 20%, schedule 15% (board may adjust before bids open)A AttestedAdded for this request
F4Award recordBoard minutes state who won and whyA AttestedAdded for this request
F5Nobody pays to winNo fees, gifts or favors from vendors to CPI, board or managerA AttestedAdded for this request

G. Proof the work was done · 4 items

The record that protects the board later.

#ItemDemo answerProof levelSource
G1Monthly service logDates, crew, areas coveredP PendingAdded for this request
G2PhotosBefore and after for tree work and storm cleanupP PendingAdded for this request
G3Quarterly walkManager and vendor walk the site and sign the punch listP PendingAdded for this request
G4AcceptanceBoard accepts year-end report in minutesP PendingAdded for this request

Make your own file this complete

Start your community profile once. Every request after that starts mostly filled in. Questions: [email protected]