Aircraft Listing and Marketing Agreement

NOTICE
REQUEST FOR PROPOSALS #2026HELOB01-1
AIRCRAFT LISTING AND MARKETING AGREEMENT
Notice is hereby given that the Health Care District of Palm Beach County (DISTRICT) is seeking
proposals from qualified individuals or firms to provide comprehensive aircraft listing and
marketing services for the sale of the DISTRICT's two (2) 1999 Sikorsky S-76C+ Helicopters
(serial numbers 760494 and 760503) and associated spare parts.
It is anticipated that one (1) Respondent will be selected for an exclusive contract with a term of
six (6) months (180 Days)
The Request for Proposals (RFP) may be downloaded from the DISTRICT's Purchasing Website
at: www.hcdpbc.org/resources/purchasing or interested parties may obtain a copy of the RFP for
,
this solicitation by emailing rgutierr@hcdpbc.org. Include the words "Helo BROKER RFP
#2026HELOB01-1" in the subject line of any e-mail regarding this solicitation.
Proposals are due by October 28, 2026, at 2:00 P.M. at the Health Care District of Palm Beach
County, 1515 N. Flagler Dr. #101, West Palm Beach, FL 33401, ATTN: Raul Gutierrez.
Mandatory Pre-Proposal Conference. Respondents must attend a mandatory pre-proposal
conference to be held on October 14, 2026, at 2:00 P.M. at the following location: 4255 President
Donald J. Trump Blvd., West Palm Beach, FL 33415. Respondents may attend virtually by
contacting rgutierr@hcdpbc.org no later than October 09, 2026, at 2:00 P.M. to obtain
participation details. The purpose of this conference is for the DISTRICT to receive comments,
provide clarifications, and consider Proposer-requested changes to the RFP requirements. A
Respondent's failure to attend the Pre-Proposal Conference will result in rejection of that
Respondent's proposal.
Responses will be evaluated based on the selection criteria set out in the RFP.
As part of the proposal submittal document, any Respondent must be properly certified and licensed
in the State of Florida and/or Palm Beach County, as applicable, for the purpose of performing the
specified work.
The DISTRICT reserves the right to waive any irregularities or reject any and all proposals.
HEALTH CARE DISTRICT OF PALM BEACH COUNTY
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REQUEST FOR PROPOSALS
AIRCRAFT LISTING AND MARKETING AGREEMENT
TABLE OF CONTENTS
Section 1 - General
Section 2 - Scope of Work
Section 3 - Criteria for Shortlisting and Final Selection
Section 4 - Terms and Conditions
Section 5 - Proposal Submission Requirements
Section 6 - Award of Contract
Section 7 - Lobbying
ATTACHMENTS
Attachment A - Proposal Certification Form
Attachment B - Conflict of Interest Disclosure Form
Attachment C - Pricing Page
Attachment D - Sample Contract
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SECTION 1. GENERAL
A. Project Description
The Health Care District of Palm Beach County (DISTRICT) is an independent special
taxing district created with the intent of maximizing the health and well-being of Palm Beach
County residents by providing comprehensive planning, funding, and coordination of health care
service delivery and serving as the health care "safety net" for residents of Palm Beach County.
As an independent taxing district of the State, the DISTRICT has the authority to make the
determination that assets should be retired and are designated as surplus property. The DISTRICT
can dispose of surplus assets pursuant to Florida Statute 274 and its own disposal procedures. In
summary, these laws and procedures require that surplus assets be presented to the Board for
approval prior to disposal, and once approved, be competitively disposed of to the highest
responsive bidder that meets all applicable legal and District eligibility requirements.
The District determined that the Sikorsky S-76C+ Helicopters (serial numbers 760494 and 760503),
together "Surplus Assets", should be retired due to the following reasons: the assets were obsolete
and getting near the end of their useful life to the DISTRICT, and it has become more cost
effective/mission critical to replace the assets than repair them.
The DISTRICT is seeking proposals from qualified Respondents to provide aviation listing and
marketing services (BROKER) described in this RFP for the disposal of the Surplus Assets. It is
anticipated that one (1) Respondent will be selected for a six (6) month exclusive contract.
Specifically, the Surplus Assets consist of two (2) Sikorsky S-76C+ Helicopters (serial numbers
760494 and 760503) and associated spare parts (collectively, Surplus Assets). These assets are
non-flyable and are not being sold as a flying asset. All surplus assets will be sold "as-is". The
DISTRICT will not make any warranties or guarantees.
B. Mandatory Pre-Proposal Conference.
Respondents must attend a mandatory pre-proposal conference to be held on October 14, 2026, at
2:00 P.M. EST at the following location: 1515 N. Flagler Dr., West Palm Beach, FL 33401. The
purpose of this conference is for the DISTRICT to receive comments, provide clarifications, and
consider Respondent-requested changes to the RFP requirements. Respondents are strongly
encouraged to submit any questions in advance of the Mandatory Pre-Proposal Conference so that
the DISTRICT can be prepared with answers to share during the Mandatory Pre-Proposal
Conference. Respondents may attend virtually by contacting rgutierr@hcdpbc.org no later than
October 09, 2026, at 2:00 P.M. A Respondent's failure to attend the Pre-Proposal Conference will
result in rejection of that Proposer's proposal.
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SECTION 2. SCOPE OF WORK
General. The DISTRICT is seeking proposals from qualified Respondents to provide
aviation listing and marketing services described in this RFP for the disposal of the Surplus
Assets. The selected BROKER will serve in a marketing and transaction coordination
capacity, responsible for advertising the aircraft, managing inquiries, and facilitating the
sales process. The BROKER will not serve as a representative for the DISTRICT.
The awarded BROKER shall provide reasonable assistance to the DISTRICT in the
preparation and coordination of all documents necessary to complete the transaction,
including, but not limited to, bills of sale, assignments, transfer documents, affidavits, and
other customary or pertinent closing documents. Such assistance shall be provided in a
timely manner and in accordance with applicable law and the requirements of the
DISTRICT. The BROKER shall cooperate with the DISTRICT, legal counsel,
representatives, and other transaction participants to facilitate an orderly closing process.
All final decisions and direction with the sales process remain solely with the DISTRICT.
1) The BROKER's Scope of Work. The anticipated work may include, but is not limited
to:
a) Asset Review and Due Diligence:
* Review maintenance records, logbooks, and current inspection status.
* Develop a comprehensive inventory of aircraft, spare parts, and
associated equipment.
* Identify documentation gaps and recommend corrective actions.
b) Marketing and Listing Assets:
* Conduct valuation and market analysis to determine current market
positioning.
* Assist the DISTRICT with a sales process which will maximize revenue
received from the Surplus Assets while maintaining strict compliance
with all statutory and DISTRICT requirements.
* Review the DISTRICT's proposed bill of sale and buyer agreement
terms and conditions and offer comments for consideration by the
DISTRICT, prior to advertising the availability of the Surplus Assets.
* Collaborate with the DISTRICT to establish a listing strategy and pricing
approach.
* Develop and implement marketing strategies, including identification of
appropriate listing platforms and public notice of sale in a local
publication (i.e., Palm Beach Post).
c) Buyer Management:
* After consultation with the DISTRICT, respond to questions of
prospective buyers and ensure that all prospective buyers have the
benefit of the same information throughout the sales process.
* Coordinate inspections, site visits, and related activities in collaboration
with the DISTRICT.
* Maintain and provide detailed records of buyer inquiries,
communications, and engagement activities.
* Review all offers received to provide BROKER's comments on Buyer's
responsiveness and/or responsibility.
d) Sales/Transaction Support:
* Shall cooperate with, provide support, and coordinate the transaction
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activities through closing with the DISTRICT, legal counsel,
representatives, and other transaction participants to facilitate an orderly
closing process. Shall provide reasonable assistance to the DISTRICT in
the preparation and coordination of all documents necessary to complete
the transaction, including, but not limited to, bills of sale, assignments,
transfer documents, affidavits, and other customary or pertinent closing
documents. Such assistance shall be provided in a timely manner and in
accordance with applicable law and the requirements of the DISTRICT.
* Coordinate and facilitate the timely removal, transfer, and delivery of
sold aircraft and associated assets within seven (7) calendar days
following closing, or as identified in the Terms and Conditions/Buyers
Agreement.
e) General Management/ Coordination
* Serve as the DISTRICT's primary point of contact for all Listing and
Marketing-related activities.
* Identify the primary person responsible for this engagement. The
DISTRICT expects continuity in the assigned lead personnel. Any
changes to the lead personnel shall require prior written approval from
the DISTRICT.
* Provide regular status updates, including marketing activity, buyer
interest, and transaction progress.
* Advise the DISTRICT on market conditions, buyer trends, and strategy
adjustments as appropriate.
f) Perform other related services as requested by the DISTRICT to support the
marketing and sale of the aircraft.
2) Location of Work, DISTRICT Representative and Reimbursable Expenses. The
DISTRICT shall not provide any workspace or office for the BROKER; however, the
BROKER will be permitted escorted access to the DISTRICT's facilities necessary to
conduct work required by this Contract. The BROKER must email the District
requesting on-site access 5 days in advance to perform those work-related
tasks/activities or prospective vetted buyer viewing. The BROKER will be expected to
provide their own cell phone, computer, and vehicle to travel to project site(s) and
perform other project-related activities. The DISTRICT will appoint a Project
Representative upon Contract execution. The DISTRICT's Project Representative will
provide the BROKER with the contact information of other DISTRICT employees, as
required for the BROKER to complete the work. No reimbursable expenses are
anticipated under this contract.
3) Restrictions.
a) The DISTRICT is restricted from selling the assets to a buyer that meets any of
the following criteria:
* If valued over $50,000 to any DISTRICT employee or family member
(per internal procedure).
* To a person or company who has been placed on the convicted vendor
list following a conviction for a public entity crime, or is excluded or
debarred, as provided in Section 287.133, Florida Statutes.
* To a third-party who is owned or controlled by the People's Republic of
China, the Russian Federation, the Islamic Republic of Iran, the
Democratic People's Republic of Korea, the Republic of Cuba, the
Venezuelan regime of Nicolas Maduro, or the Syrian Arab Republic, as
provided in Section 287.138, Florida Statutes, subject to any regulatory
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changes.
A. DISTRICT's Responsibilities. During the term of the agreement, the DISTRICT will
a) Provide reasonable access to aircraft, facilities, and personnel for inspection, marketing,
and transaction-related activities.
b) Provide available documentation, including maintenance records, logbooks, inspection
reports, and related materials. The DISTRICT will arrange for access to and make
provisions where necessary for the BROKER to enter upon property or inspect
DISTRICT records as required for the BROKER to perform services pursuant to this
RFP, subject to any applicable requirements regarding Confidential Information as
described in the Contract.
c) Review and respond to the BROKER recommendations, offers, and transaction-related
matters in a timely manner.
d) Coordinate internally to support scheduling of inspections, site visits, and due diligence
activities.
e) Not list or market the aircraft with any other dealer, Broker, or third party.
SECTION 3. CRITERIA FOR FINAL SELECTION
A. Selection Committee. The Selection Committee may request that the Respondents be
present at the Selection Committee Meeting to answer questions about its proposal;
however, no new or supplemental information will be permitted. The Selection
Committee will evaluate the proposal and presentation based on the criteria set out
below.
B. Scoring. Each criteria will be scored, and then the scores awarded for all criteria will be
added to achieve the total points awarded to each firm by each committee member.
Using the total points awarded to each firm, each committee member will rank each firm
with the highest point total ranked 1, the next highest point total ranked 2, etc. The
rankings of each firm will be combined from all the committee members to determine
the total ranking score for a firm, with the lowest point total ranked 1, the next lowest
point total ranked 2, etc., in order to determine the most highly qualified Responder.
C. Evaluation Criteria. Proposals that are determined to be responsive to this RFP will be
evaluated by the DISTRICT's selection committees based on the following criteria:
CRITERIA VALUE
1. Qualifications and Related Experience - Areas of
consideration: Professional qualifications, membership in
recognized industry organizations (e.g IADA), overall general 15%
ratings (STARS). Experience with the marketing and/or sales of
governmental surplus assets will receive higher scores.
2. Size, Scope and Reach of Major Markets - Areas of
consideration: size, operational capacity, and market reach,
including the firm's ability to access relevant buyer networks and
successfully manage aircraft transactions of similar size and 20%
complexity. Committee will give higher scores to Respondents with
broader geographic presence, marketing capabilities, and
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demonstrated reach within applicable aviation markets.
3. Litigation History - Areas of consideration: material or
significant compliance violations, enforcement actions, sanctions, or
litigation related to aviation marketing, sale, or brokerage services in
the last 5 years. The DISTRICT will evaluate such matters based on 15%
severity, frequency, recency, resolution, and corrective actions, and
their potential impact on safety, compliance, and business integrity.
4. Approach to Sale - Areas of consideration: approach to the sale
of the aircraft, including marketing strategy, buyer identification and
qualification, sales process consistency with state and local 30%
requirements, and transaction management. The description should
demonstrate how the Respondent will maximize market exposure,
attract qualified buyers, and support a timely and effective sales
process.
5. Pricing - The Respondent with the lowest overall price
(commission percentage of the final accepted sale price or a fixed
fee for services, whichever is higher) will receive the maximum 20%
number of points listed, and proposals with higher prices will receive
fewer points based on how much higher they are than the lowest
price.
SECTION 4. TERMS AND CONDITIONS
A. Costs of Preparation. Ownership of Documents. Costs of preparation of a response to
this RFP are solely those of the Respondent and the DISTRICT assumes no
responsibility for any such costs incurred by the Respondent. All responses become the
property of DISTRICT.
B. Due Diligence of Proposer; Non-Responsive Proposals. Due care and diligence has
been exercised in the preparation of this RFP, and all information contained herein is
believed to be substantially correct. However, the responsibility for determining the full
extent of the services rests solely with those making responses. Failure of any
Respondent to comply with this RFP may render the proposal non-responsive and
ineligible for further consideration.
C. Rejection of Responses/Waiver of Irregularities. The DISTRICT reserves the right
to reject any or all responses to the Request for Proposal; to waive any or all
informalities and/or irregularities; to cancel this solicitation and re-advertise with either
an identical or revised scope, or to cancel the solicitation in its entirety.
D. Clarification of Responses. A response to this RFP does not constitute a bid; therefore,
the DISTRICT retains the right to contact any/all proposers after submittal to obtain
supplemental information and/or clarification in either oral or written form.
E. DISTRICT Contract Required. The selected Respondent will be required to execute
the DISTRICT's contract, a sample of which is attached hereto as Attachment D. Only
changes issued as an Addendum to the RFP will be made. Respondent may not make
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any changes after the Proposal Due Date.
F. DISTRICT's Related Procedures.
* 201410-PP Purchasing Policy
G. Public Entities Crimes/Convicted Bidder List. As provided in Florida Statute
287.133(2)(a), a person or affiliate who has been placed on the convicted vendor list
following a conviction for a public entity crime may not submit a bid on a contract to
provide any goods or services to a public entity, may not submit a bid on a contract with
a public entity for the construction or repair of a public building or public work, may
not submit bids on leases of real property to a public entity, may not be awarded or
perform work as a contractor, supplier, subcontractor, or consultant under a contract
with any public entity, and may not transact business with any public entity in excess of
the threshold amount provided in F.S.287.017 for CATEGORY TWO for a period of 36
months from the date of being placed on the convicted vendor list. By submitting a
proposal or entering into any resulting contract or performing any work in furtherance
thereof, the consultant certifies that it, its affiliates, suppliers, subcontractors, and
consultants who will perform under any resulting contract have not been placed on the
convicted vendor list maintained by the State of Florida Department of Management
Services within the 36 months immediately preceding the date hereof. This notice is
required by F.S. 287.133 (3) (a).
H. Non-Discrimination. The DISTRICT and its affiliated entities are committed to
assuring equal opportunity in the award of contracts and comply with all laws
prohibiting discrimination. The Respondent warrants and represents that throughout the
term of the Contract, including any renewals or extensions thereof, all of its employees
are treated equally during employment without regard to race, color, religion, disability,
sex, age, national origin, ancestry, marital status, familial status, sexual orientation,
gender identity or expression, or genetic information.
As a condition of entering into this Contract, the Respondent represents and warrants
that it will comply with the DISTRICT'S Non-Discrimination Policy. As part of such
compliance, the Respondent shall not discriminate based on race, color, ethnicity or
national origin, religion, creed, language, ancestry, sex, age, marital status, familial
status, sexual orientation, gender identity or expression, disability, or genetic
information in the solicitation, selection, hiring or commercial treatment of
subcontractors, vendors, suppliers, or commercial customers, nor shall the Respondent
retaliate against any person for reporting instances of such discrimination. The
Respondent understands and agrees that a material violation of this clause shall be
considered a material breach of this Contract and may result in termination of this
Contract, disqualification or debarment of the company from participating in DISTRICT
contracts, or other sanctions. This clause is not enforceable by or for the benefit of, and
creates no obligation to, any third party. Respondent shall include this language in its
subcontracts.
I. Prohibition against Considering Social, Political or Ideological Interests in
Government Contracting - F.S. 287.05701. Proposers are hereby notified of the
provisions of section 287.05701, Florida Statutes, as amended, that the DISTRICT will
not request documentation of or consider a Proposer's social, political, or ideological
interests when determining if the Proposer is a responsible Proposer. Proposers are
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further notified that the DISTRICT's governing body may not give preference to a
Proposer based on the Proposer's social, political, or ideological interests.
J. RECORDS & PUBLIC RECORDS MANAGEMENT. All information and data
obtained, developed, or supplied by the DISTRICT or at its expense will be kept
confidential by the BROKER and will not be disclosed to any other party, directly or
indirectly, without the DISTRICT's prior written consent unless required by a lawful
order. All drawings, maps, sketches, programs, databases, reports and other data
developed, utilized, or purchased under this Contract for the DISTRICT or at the
DISTRICT's expense shall be and remain the DISTRICT's property and may be
reproduced and reused at the discretion of the DISTRICT. If the DISTRICT requests in
writing, the BROKER shall return to the DISTRICT any and all records, notes, and
other written, printed, or tangible materials in its possession pertaining to the work
pursuant to this Contract immediately. The BROKER shall maintain adequate records
to justify all charges, expenses, and costs incurred in estimating and performing the
work under this Contract for at least five (5) years after completion or termination of
this Contract.
SECTION 5. PROPOSAL SUBMISSION REQUIREMENTS
A. Questions. Questions concerning this RFP are to be directed to rgutierr@hcdpbc.org no
later than October 16, 2026, at 2:00 P.M. Include the words "Helo Broker
RFP#2026HELOB01-1" in the subject line of any e-mail regarding this project.
B. Supplements to RFP. No oral interpretation of this RFP will be binding. The DISTRICT
will be bound by information and statements only when such statements are written and
executed under the authority of the Supply Chain Business Unit. Any interpretation,
clarification, correction, or change to this RFP will be made only by Supplement. As
they are issued, all Supplements to this RFP will be posted under the applicable
solicitation on the DISTRICT's Purchasing website at
www.hcdpbc.org/resources/purchasing. Interpretations, corrections, or changes made
in any other manner will not be binding, and Proposers must not rely upon such
interpretations, corrections, or changes. It is the sole responsibility of the proposer to
routinely check the Purchasing website for any Supplements that may have been issued
prior to the deadline for receipt of proposals. The DISTRICT is not responsible for the
completeness of any RFP package not downloaded from the website.
C. Proposal Submission - Date and Time. Consultants interested in this project are
required to submit their response in a sealed envelope with eight (8) copies of their
proposal and a copy on electronic media (USB flash drive) no later than 2:00 P.M. local
time on October 28, 2026, to the attention of:
Health Care District of Palm Beach County
Supply Chain Division Director
1515 N. Flagler Dr., #101 Reception
West Palm Beach, FL 33401
Respondents must indicate on their response envelope the following:
RFP#2026HELOB01-1 - Aircraft Listing and Marketing Agreement
Date of Submittal
Name of Respondent
Return Address of Respondent
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The time and date for receipt of responses will be scrupulously observed. The respondent assumes
full responsibility for timely delivery at the location designated for receipt of responses. The
time/date stamp clock in the lobby area of 1515 N. Flagler Dr. serves as the official authority to
determine timeliness of the response. Responses received after the specified time and date will not
be opened or considered.
D. Proposal Contents. Proposals should be compiled and tabbed in the order listed below,
should include a Table of Contents, and hard copies should be bound or placed in a
three-ring binder. A complete proposal should include the following information:
failure to submit the listed information or to completely fill out any of the forms may
result in the rejection of the proposal or a reduction in points:
1. Table of Contents
2. Letter of Interest - Indicate the interest in the project, discuss the highlights of the
proposal, key features, and distinguishing points. Include an RFP contact and contact
information.
3. Proposal Certification Form (Attachment A)
4. Individual-Firm Profile - Include a brief description of the firm, describe the firm's
history, size, financial stability, capacity and resources. Size, scope and reach of major
markets - Areas of consideration: size, operational capacity, and market reach, including
the firm's ability to access relevant buyer networks and successfully manage aircraft
transactions of similar size and complexity. Consideration will be given to geographic
presence, marketing capabilities, and demonstrated reach within applicable aviation
markets.
5. Organizational Chart - include a team organization chart clearly indicating the role of
the prime and each subconsultant, if applicable; include the full legal name of each
member of the team; include all key personnel of the BROKER (and subconsultants, if
applicable) assigned to the project. The Organizational Chart shall identify the Lead
Personnel assigned to this work.
6. Qualifications of the BROKER - include a brief description of the Prime's (and any
subconsultants') experience as a BROKER. Provide in a table format descriptions of
pertinent experience with other government entities and/or the private sector that
includes a summary of the services performed, the value of the assets sold, the
percentage of work the firm was responsible for, the period over which the work was
completed, and the name, title, email address, and phone number of Owners to be
contacted for references. Only list prior experience performing similar services
comparable to the services requested in this RFP within the last ten (10) years.
7. Compliance and Regulatory History - Areas of consideration: material or significant
regulatory violations, enforcement actions, sanctions, or litigation related to aviation or
brokerage services in the last 5 years. The DISTRICT will evaluate such matters based
on severity, frequency, recency, resolution, and corrective actions, and their potential
impact on safety, compliance, and business integrity.
8. Approach to Sale - Include a narrative that establishes that the Respondent understands
the DISTRICT's objectives and scope of work requirements and how Respondent
intends to satisfy those objectives and scope requirements. Succinctly describe the
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