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2024-001 Public Relations Monroe County Clerk of Circuit Court & Comptroller Internal Report GOUT M y 0 4wr • "'PO • POMk b M yy tlIW•M IF�* W COO!, Audit of Tourist Development Council's Public Relations Services 2024-001 iiiiiiiiiiiiiiiiiiiiiillillilillilI IIII 500 Whitehead Street, Key West, FL 33040 1 (305) 292-35501 Monroe-Clerkxom Report 2024-001 February 2024 Monroe County Clerk of Circuit Court& Comptroller Kevin Madok, CPA Interim Internal Audit Director Pam Radloff, CPA Auditors Noah Browning Kalina Bringle Tammie Murray About Monroe County Clerk's Internal Audit Department As part of the Clerk's constitutional responsibilities, the Monroe County Clerk's Internal Audit Department provides independent, accurate, and timely audits of Monroe County government's business activities, operations, financial systems, and internal controls. Internal Audit's audits and consulting services are designed to add value, increase efficiency of operations, advance accountability, and improve stewardship of public resources. Monroe County's Internal Audit Department accepts confidential tips about fraud, waste, and abuse in Monroe County government or programs through its hotline (305) 292-5760 or at hgps://monroe-clerk.com/fraud-waste-abuse. Clerk of the Circuit Court&Comptroller- Monroe Cotenty,Florida February 8, 2024 The Honorable Mayor Holly Raschein Ms. Rita Irwin, Chairperson Monroe County Board of County Commissioners Monroe County Tourist Development Council 102050 Overseas Highway, Suite 234 58901 Overseas Highway Key Largo, FL 33037 Grassy Key,FL 33050 Email: boccdis5@monroecounty-fl.gov Email: rita@dolphins.org Dear Mayor Raschein and Chairperson Irwin: The Monroe County Clerk's Internal Audit Department completed an audit of the Monroe County Tourist Development Council's(TDC)public relations Agency of Record,Stuart Newman,Associates, Inc. (d/b/a NewmanPR) for the three-year period October 1, 2020, through September 30, 2023. The audit focused on the August 17, 2022, agreement between Monroe County and NewmanPR including an audit of records, assets, and activities related to the scope of services detailed in the agreement. As part of our audit tests,we reviewed NewmanPR's requests to be reimbursed for work performed by Graphics 71. We found that the agency could not provide any documentation to show that Graphics 71 is a legal business entity in the State of Florida. In fact, the agency admitted that Graphics 71 does not exist. In addition to not being able to provide proof of payment to Graphics 71,NewmanPR could not provide time records or other support for any work performed by Graphics 71.As a result,we question the validity of the reimbursement. In addition, the audit found repeated instances of noncompliance with the terms of NewmanPR's agreement with Monroe County. A sampling of invoices showed that when NewmanPR requested reimbursement for expenses, the agency regularly submitted misleading certifications that vendors were paid in full. Our audit testing also found other issues such as invoicing the TDC before services were actually rendered and not providing documentation to substantiate work performance. If you have any questions,please do not hesitate to contact me. Sincerely, Kevin Madok, CPA Monroe County Clerk of Circuit Court & Comptroller Cc: Board of County Commissioners Tourist Development Council Bob Shillinger, County Attorney Roman Gastesi, County Administrator Internal Audit KEY WEST MARATHON PLANTATION KEY 500 Whitehead Street 3117 Overseas Highway 88770 Overseas Highway Key West, Florida 33040 Marathon, Florida 33050 Plantation Key, Florida 33070 Table of Contents Audit of Tourist Development Council's Public Relations Services ExecutiveSummary.....................................................................................2 The TDC and the Agency of Record for Public Relations ........................4 Purpose and Scope of Internal Audit.........................................................8 Review of TDC's Public Relations Competitive Solicitation......................9 Questionable Nature of Graphics 71 ........................................................ 12 UnregisteredBusiness............................................................................................................... 12 No Payments Made To Graphics 71 ......................................................................................... 14 Improper Duplicate Compensation ........................................................................................... 15 Concerns Identified With Sampled Invoices ...........................................21 Misleading Certifications.......................................................................................................... 21 Actual Amount Paid To A Vendor Less Than Certilied Amount........................................................23 Checks Not Paid As Certified................................................................................................................25 Invoicing Before Services Rendered......................................................................................... 27 No Documentation To Substantiate Performance..................................................................... 29 Questionable Costs and Documentation ................................................................................... 31 Questionable Documentation................................................................................................................32 Questionable Reimbursed Expenses.....................................................................................................36 Lack of Procurement Process.................................................................................................... 38 Lack of TDC Management Oversight....................................................................................... 40 Appendix I: Monroe County-NewmaiiPR August 2022 Contract...........42 Appendix II: NewrnanPR's Bid Proposal.................................................60 Appendix III: Responses from NewmanPR to Auditor's Questions..... 126 Appendix IV: Monroe County Attorney Legal Analysis ........................ 157 Appendix V: Lower Keys/Key West Stringer Services Subcontract...... 163 Appendix VI: Public Relations Servies Subcontract...............................166 Appendix VII: Auditee Response with Clerk Rebuttal .......................... 169 i Executive Summary The Monroe County Clerk's Internal Audit Department recently completed an audit of the financial records of Monroe County's Tourist Development Council's (TDC) Public Relations Agency of Record, Stuart Newman,Associates,Inc., (d/b/a NewmanPR). The audit focused on the August 2022 agreement between Monroe County and NewmanPR including an audit of records, assets,and activities relating to the scope of services detailed in this agreement. The audited period was fiscal year (FY) 2021 through FY 2023 (October 1, 2020, through September 30, 2023). Our audit work included reviewing the TDC's most recent competitive solicitation process for selecting its Public Relations Agency of Record. We also selected a random sample of NewmanPR's invoices paid during the audited period to ensure compliance with the contract terms and sufficiency of supporting documentation. This included verifying that reimbursed expenditures were eligible and served a valid,legal, and public purpose. Finally,we also reviewed NewmanPR's subagency contracts to ensure that the terms and conditions are consistent with the TDC's marketing plan, budget, and Monroe County's purchasing policies. Of greatest concern, our invoice sample included reimbursements made to NewmanPR for work performed by a company NewmanPR presented as Graphics 71. When asked,NewmanPR was not able to provide documentation that Graphics 71 is properly registered to conduct business in the State of Florida. In fact, the agency admitted to us that Graphics 71 was a nonexistent company. Further,NewmanPR admitted that any checks that NewmanPR made payable to Graphics 71 were ultimately destroyed because no bank would cash the checks made out to a nonexistent company. In other words,NewmanPR used a nonexistent company as a conduit to claim they made payments eligible for reimbursement when,in fact,no payments were made for there to be valid reimbursable expenses. The President of NewmanPR appeared to use this nonexistent company as a method to pay himself in addition to the agency fee NewmanPR received monthly from Monroe County. NewmanPR asserted the work performed by Graphics 71 typically would have been subcontracted. However, it appears that NewmanPR submitted misleading and unsupported claims for reimbursement by certifying that they had made a payment in full to a vendor that did not exist and, as a result, NewmanPR requested, received, and retained funds for a nonexistent expense. NewmanPR is obligated, under the terms of their contract, to only request reimbursement for services that have been paid in full to a third-party vendor and adhere to the County's requirements for payment. Our audit tests also revealed that NewmanPR possibly materially breached the terms of its contract with Monroe County. The audit findings discussed in the report include that NewmanPR: (1) repeatedly submitted misleading certifications that their vendors were paid in full when seeking reimbursement; (2) invoiced the TDC before services were rendered; (3) failed to provide — 2 — documentation to substantiate work performance; (4) submitted questionable documentation to support reimbursement requests; (5) submitted unallowed expenses for reimbursement; and(6)did not adhere to Monroe County's purchasing policy when subcontracting for services. The errors and inaccuracies our audit sample uncovered in NewmanPR's invoices, when considered as a whole, demonstrate a fiscal arrogance on the part of the vendor as well as a lack of regard for the expenditure of public funds. Finally, our audit concluded that the TDC's marketing director, appointed by the TDC's executive office, did not provide the needed management oversight for the Agencies of Record, such as NewmanPR. The marketing director failed to establish procedures within the TDC so staff were critically reviewing vendor invoices for allowable expenses, completeness, and accuracy before approving them for payment. Based on the serious nature of the audit's findings, the marketing director's lack of management direction and oversight goes beyond being a simple training issue. 3 — The TDC and the Agency of Record for Public Relations In the early 1980's, Monroe County recognized the need to market,promote, and manage itself as a desirable tourist destination by creating the Monroe County Tourist Development Council (TDC). As allowed by s. 125.0104,F.S., Monroe County began levying a tourist development tax to financially support the TDC. The tourist development tax is paid by any person who rents, leases, or lets any living quarters or accommodations in the county for six months or less. In fiscal year (FY) 2023 (October 1, 2022 through September 30, 2023), Monroe County recorded collecting almost $61.5 million in tourist development tax earmarked to support the TDC's operations. As provided by s. 125.0104(4), F.S., the TDC is an advisory council appointed by the Monroe County Board of County Commissioners (BOCC). The TDC has nine members who serve staggered four-year terms. The TDC contracts with a not-for-profit corporation, 3406 North Roosevelt Boulevard(d/b/a Visit Florida Keys), to operate the TDC's executive office. The TDC executive office is referred to as the TDC's executive director in Monroe County Code. As the executive director, Visit Florida Keys serves at the pleasure of and is subject to removal by the BOCC. Monroe County Code Section 23-199((d) states, "[t]he executive director shall carry out the policies and programs established by the council and shall be in charge of the day-to-day operations of those policies and programs." Visit Florida Keys contracts with an executive manager, referred to as the marketing director, who is responsible for implementing the TDC's policies and programs as well as managing the day-to-day operations of TDC. Since the inception of Monroe County's TDC in the 1980's, Stuart Newman, Associates, Inc. (d/b/a NewmanPR) has been the TDC's Public Relations Agency of Record. In the marketing profession, an Agency of Record is the consultant that provides specific professional services and is given final creative control on behalf of the TDC for their area of expertise. Monroe County contracts with NewmanPR to be the TDC's Agency of Record for public relations. The County's vendor contracts contain a clause that advises the contractor that they are required to maintain their books, records, and documents directly pertinent under the agreement in accordance with generally accepted accounting principles. Also, because it is important to ensure that the public funds used to pay the contractor support a valid, legal, and public purpose, the County's contracts also contain a Right To Audit clause. As allowed by the contract, the Monroe County Clerk's Internal Audit Department conducted a review of the financial records of NewmanPR. The audit focused on the August 17, 2022 agreement between Monroe County and NewmanPR including an audit of records, assets, and activities relating to the scope of services detailed in the August 2022 Agreement. — 4 — Taking a historical look, initial services provided by the first contractual arrangement between Monroe County's TDC and NewmanPR in the early 1980's included advertising promotion,public relations, and marketing services. Compensation for all services totaled approximately $500,000, with$44,000 dedicated for public relations. By 1986, services provided by NewmanPR no longer included advertising but rather focused exclusively on public relations, publicity, and press relations with compensation of $100,000 plus reimbursable expenses. As of 2023, NewmanPR continues to provide public relations services, with an annual agency fee of $733,688 plus reimbursable expenses. Appendix I provides a copy of Monroe County's current contract with NewmanPR. Table 1 summarizes the annual agency fee and the amounts reimbursed to NewmanPR for the last five fiscal years. Table 1 Fiscal Year Payments To NewmanPR Fiscal Annual Reimbursed Total Paid To Year Agency Fee Expenses NewmanPR FY 2023 733,688 1,170,834 1,904,522 FY 2022* 682,500 896,743 1,579,243 FY 2021* 682,500 553,523 1,236,023 FY 2020* 650,000 885,374 1,535,374 FY 2019 650,000 1,213,417 1,863,417 *The global pandemic impacted the Florida Keys'economy and TDC's public relation activities beginning in March 2020 and ending during FY 2022. The contract requires NewmanPR to serve as a ". . . full-service public relations agency for the Monroe County TDC and County." The contract details the key personnel and minimum staffing to be provided for performing these professional services as well as other detail services including, but not limited to: • Assign a Senior Account Supervisor who will give priority basis to the County's account. • Assign staff to manage communications to develop an awareness as well as to promote a favorable image and goodwill for Florida Keys' tourism. • Establish and maintain contacts with print, internet, and broadcast media. • Coordinate the development and distribution of news materials for trade and consumer media. 5 — • Develop and coordinate media familiarization tours and itineraries of the Florida Keys and assist the media, including travel bloggers and social media influencers during their visits. • Develop the public relations section of the TDC's annual marketing plan. • Establish and manage agreements with subagencies for international, specialty, and other public relation markets and/or programs. • Provide content support for the TDC's website and social media channels. • Provide publicity before, during, and after selected special events. • Develop and maintain video and still image libraries. • Provide a measurability process to evaluate the TDC's public relations programs. In addition to receiving an annual agency fee, the contract permits NewmanPR to be reimbursed, at cost, for a variety of expenses. The list of allowable reimbursable expenses has continually expanded over the years; items that were originally covered by the agency fee shifted to being defined as reimbursable expenses. For example, NewmanPR's initial 1982 contract limited reimbursable expenses to travel-related expenses. In contrast, the five-year 2012-2017 contract defined reimbursable expenses as: "The FIRM will be reimbursed at cost for all actual expenses incurred for media materials, postage, FedEx, clipping services, special event support, research, website maintenance, promotional items, seminars or show registrations, sub-agency Agreements, entertainment of media, broadcast support, photography, broadcast production, travel expenses and all other projects or production materials that are necessary for the fulfillment of this agreement and have been approved in advance by the TDC and according to Monroe County Procurement Policies. The firm's telecommunication services are included in their professional fees." In its October 2017 contract,which coincided with Visit Florida Keys appointing a new marketing director responsible for managing the TDC's Agencies of Record, NewmanPR's contract expanded the definition of reimbursable expenses to include contracted staff without a corresponding reduction in its agency fee. Historically,the public relations staffing costs,whether employees or contractors, were covered by the annual agency fee. When seeking the BOCC's approval for this re-negotiated five-year agreement, the TDC did not present any economic justification to the BOCC for revising the contract terms to allow NewmanPR to be reimbursed for its contracted staff. This is especially troubling since this definitional change appears to conflict with the minimum requirements NewmanPR is expected to perform under its agency contract. — 6 ^- NewmanPR's most current five-year contract, negotiated in 2022, again expanded the definition of reimbursable expenditures to: "The Contractor will be reimbursed at cost for all actual expenses incurred for contracted staff,media materials,postage, shipping,clipping services, special event support,research, website maintenance, promotional items, seminars or show registrations, sub-agency Agreements, entertainment of media, broadcast support, photography, broadcast production, other video and audio projects, travel expenses and all other projects or production materials that are necessary for the fulfillment of this Agreement and have been approved in advance by the TDC Fiscal Year Marketing Plan or budget according to Monroe County Purchase Policies. The Contractor's telecommunication services are included in their professional fees with the exception of Zoom and other virtual conference programs." For Monroe County's most recent fiscal year (FY) 2022-23 (October 1, 2022 through September 30, 2023), the BOCC approved $1.5 million for the public relations portion of the TDC's annual marketing plan. As indicated in the above passages,the reimbursable expenses must be consistent with the content of the approved plan and corresponding budget. — 7 — Purpose and Scope of Internal Audit The Monroe County Clerk's (Clerk)Internal Audit Department completed an audit of the Monroe County Tourist Development Council (TDC) for the five-year period October 1, 2018, through September 30, 2023. Our audit procedures included examining adherence to policies and procedures by the TDC's executive office, 3406 North Roosevelt Boulevard (d/b/a Visit Florida Keys). Because of the audit's findings, the Internal Audit Department's audit work was expanded to include a review of the financial records of NewmanPR, TDC's Public Relations Agency of Record. The audit focused on the August 17, 2022 agreement between Monroe County and NewmanPR including an audit of records, assets, and activities relating to the scope of services detailed in this agreement. The audited period was FY 2021 through FY 2023. The scope of the audit included: Reviewing the TDC's most recent competitive solicitation process for selecting NewmanPR as its Agency of Record to ensure compliance with Monroe County's procurement policies and procedures; Randomly sampling NewmanPR's invoices paid during the audited period to ensure compliance with contract terms and sufficiency of supporting documentation; • Verifying that reimbursable expenditures were eligible transactions that were properly supported and served a valid, legal, and public purpose; and • Reviewing the terms of NewmanPR subagency contracts to ensure that the terms and conditions are consistent with the TDC's marketing plan, budget, and Monroe County's procurement policies and procedures. . 8 — Review of TDC's Public Relations Competitive Solicitation An argument can be made that an over forty-year tenure with a contractor has its benefits - the contractor has acquired extensive experience and understanding that is particular to the entity being provided services such as NewmanPR's experience and knowledge for promoting the Florida Keys. But it can also be argued that such longevity also runs the risk of creating a sense of complacency between those executing oversight over a contractor and the contractor themselves. In turn, the likelihood of essential checks and balances risk being eroded because the long-term relationship that develops may be at odds with an arm's-length business relationship. To avoid compromising the contractual relationship as well as to instill public trust in its business decisions, it is critical that the TDC take all precautions to fully comply with established policies and procedures when managing these long-term relationships. For example, given that public funds are involved in the contract, the TDC is expected to ensure that they regularly conduct a competitive solicitation for public relation services by following the County's purchasing policy. The County's purchasing policy is ". . . intended to promote actual, honest, and effective competition and protect the taxpayers from collusive contracts, favoritism, fraud,extravagance, and improvidence."' The purchasing policies and procedures are governed by Florida statutes and Monroe County Ordinances, codified in Monroe County Code. The contract between Monroe County and TDC's executive office, Visit Florida Keys, as well as the TDC's Operations Manual,requires Visit Florida Keys to adhere to Monroe County's Purchasing Policy. Throughout the years, TDC has conducted the required competitive solicitations for public relations services by requesting proposals from interested public relation firms. This is oftentimes referred to as a Request For Proposals (RFP) procurement process. The RFP process requires the TDC to issue an RFP solicitation request that details the TDC's needs, terms, and conditions of a public relations agency. A selection committee evaluates and then scores each proposal as the method for selecting the firm that best meets the TDC's needs. Once the committee selects a firm, the committee's recommendation is first presented to the TDC Board for approval. If the TDC approves, then the selection committee is tasked with negotiating a contract with the selected vendor before the recommendation is presented to the BOCC for approval. After being approved, a formal contract is executed that uses the detail from the proposal to define the scope of services and the method of compensation. Because both the TDC and the BOCC rely on the selection committee's recommendation to make their decision to approve a vendor's proposal, the selection committee plays a critical role in the integrity of the RFP process. Monroe County's purchase policy recognizes this and requires the following: i See Monroe County Purchasing Policy,Revised 4/19/2023,p.4. — 9 — Selection committees shall be comprised of no less than three(3), and no more than seven (7)members. Each selection committee shall have at least one member who is employed by the Requesting Department and at least one member who is not employed by the Requesting Department. Depending on the technical information that may be contained in the solicitation, the Department Director may appoint several members from his department but no more than 2/3 of the members may be from the same department. There shall be no consultants contracted by the County and no County Commissioners on a selection committee. Generally, no County Attorney shall be a voting member of a selection committee unless the County Attorney's office is the Requesting Department.2 The selection committee is a key internal control by acting as a gatekeeper to ensure that the solicitation is not only competitive for all vendors but also to ensure that there is an objective review of the proposals. The ideal make-up of the selection committee members would typically be individuals who can maintain their independence and objectivity as well possess a degree of knowledge regarding the topic being evaluated. They are also well-positioned to add value to and to protect the best interests of the County during the contract negotiations with the vendor. Further,it is important that the selection committee's work clearly demonstrates a serious effort to seek the most competitive proposal. Otherwise, future RFP solicitations unknowingly could be compromised because vendors may perceive that the County is not interested in, or open to, considering all available options. As a result, qualified vendors may choose not to invest the time or cost of preparing a proposal when the County seeks future solicitations. The last RFP issued by the TDC for public relations services was in 2022. As described in the solicitation document, TDC required interested vendors to prepare a proposal that was separated into 12 sections to give respondents an opportunity to provide specifics about their proposed services including,but not limited to, detailing the qualified and experienced staff that they would dedicate to the TDC account, the annual agency fee needed to cover administrative costs for all staff, the agency's administrative facilities, the financial stability of the agency, and the agency's vision for promoting the awareness and image of all the Florida Keys' destinations. Contrary to the County's purchasing policy,the two vendor proposals submitted in response to the RFP were evaluated by a selection committee consisting of three long-time TDC Board members. After evaluating and scoring the proposals, the three TDC Board members then made a formal recommendation to the full TDC Board which included themselves. There is no documented evidence that they recused themselves from the TDC's decision giving the appearance that there was no arm's length evaluation of the vendor proposals. Moreover, the evaluation committee did Ibid., see Chapter 3, Section B,Item 9,pp. 17-18. _ 10 — not consist of members that would provide the needed assurances to the public that the proposals were objectively evaluated with the proper professional expertise. To ensure that future competitive solicitations promote, both in appearance and in substance, actual, honest, and effective competition and protect the taxpayers from collusive contracts, favoritism, fraud, extravagance, and improvidence, we recommend that, rather than being implied, the section in Monroe County Purchasing Policy on the selection committee be revised to explicitly prohibit committee members, like a TDC board member, from participating on selection committees. Since the TDC members ultimately play a decision-making role on approving the final vendor proposal, it is important that they also are not involved in vetting the selections for consideration. For these reasons, as well as other issues identified later in the report, we also recommend that the TDC conduct another competitive solicitation for public relation services immediately rather than wait until the current NewmanPR contract expires on September 30, 2025. This will allow the TDC to conduct a solicitation with a selection committee that complies with Monroe County Purchasing Policy. Further,re-doing the competitive solicitation will demonstrate that the TDC is willing to take the steps needed to build public trust and confidence in both the TDC's processes and the TDC's willingness to maintain arm's length contractual relationships. Conducting a competitive solicitation for public relation services immediately will also address other concerns identified during the last solicitation. Namely, in their proposal (Appendix II), NewmanPR listed Visit Florida Keys' marketing director as a business reference in addition to including a quote of support from the marketing director. Given that the marketing director participated in the contract negotiations with NewmanPR, raises questions about the arm's length nature of this business relationship. ^ 11 ^- Questionable Nature of Graphics 71 The TDC tasks the Visit Florida Keys' senior executive, the marketing director, with the responsibility to, "manage and monitor all TDC related advertising, website and public relations activities with the contracted agencies and sub-agencies."3 This includes establishing processes so that appropriate Visit Florida Keys' personnel are reviewing and approving all vendor-related invoices for these services to ensure that the invoice includes sufficient documentation to support that the payment is legitimate and for an approved and valid public purpose. Our audit testing found that NewmanPR regularly submitted invoices to the TDC requesting reimbursement for payments they certified were made to a vendor named Graphics 71. According to the invoices reviewed, Graphics 71 provided production, production supervision, distribution supervision, and photography services. When submitting a reimbursement request related to payments made to Graphics 71, NewmanPR led the TDC and the Clerk's Office to believe that Graphics 71 was an independent entity authorized to do business in the State of Florida. Exhibit 1 provides an example of a typical Graphics 71 invoice submitted by NewmanPR when requesting reimbursement. Our audit testing revealed questionable practices involving NewmanPR's use of Graphics 71 as summarized below. Unregistered Business During our audit testing,we found that NewmanPR represented,through its invoices,that Graphics 71 was an independent third-party vendor that NewmanPR regularly conducted business with on behalf of the TDC. To confirm that Graphics 71 was a legitimate business, we traveled to the address listed on Graphics 71's invoice and found that: • Graphics 71's office suite 203-B did not exist in the building; • Graphics 71 was not listed as a business in the building's directory; and • Graphics 71 was not listed as a tenant by the building's landlord. Because we could not identify a company operating at the location, we researched the State of Florida's records available on www.sunbiz.org and discovered that Graphics 71 is not an entity registered to do business in the State, and the business name was not listed as an alias for a registered Florida business. We also could not find business tax payment records with Miami- Dade County for Graphics 71. We also could not find that Graphics 71 advertised its business using a website. We next reviewed NewmanPR's website and most recent bid proposal (see Appendix 11), to no avail, for information on possible references about Graphics 71. s Exhibit A Marketing Director Job Description from Marketing Director Employment Agreement for Visit Florida Keys. — 12 — Exhibit I Example of Graphics 71 Invoice Graphics 71. Nfi,onlr,11 M a 410)j40 °b.k'J aaarua: 1eaaca Newrnart J1ssooaRarr5 a a arAa '1F12 2140 South Dixie Highway,f:rr'udn 2V4. Miami,FI.. 3313 J108 DA,'C' lab''7 IN Grounddeveli as W irriagoiyand a ron,o jinagi1 direri,(on of 014 Seawmi,Maoa v,J a+aaaaetals on�hn,Ili ,r."0 ,forrr'�M�tlsu4Y4�Oon is As'�smiated�rps� ,' RY oit�rs.Ageirvu::e F=ra:e�oo n'rr�esse �d'y Irmiages,}Fees ritedlraa,Keys wa;aradM irna^arrfiau pl aafwm,and tudd4k)maf outBl�t.a. rmmn DcScIRuWa'io" "ANT41Ty Wtb T Met SUS TOTAV. Die1iCal rraansrrAifli RentW h $75,00 $7500I r Given the lack of any information on the company, we asked the President of NewmanPR to provide additional information. He stated that this was a company owned and controlled by him and was created 35 years ago for services he provided directly to the firm. In a written response to our follow-up questions, the President of NewmanPR provided additional information, stating: "Graphics 71 was initiated as a separate entity within Stuart Newman Associates to properly document work done by the outside the scope of work detailed in our client contracts not only with Monroe County, but others as well. Specifically, it focuses on photography, print production and an occasional video production project, that would otherwise be done by an outside vendor."4 4 October 26,2023 Written Response from Stuart Newman,Associates,Inc.,page I (see Appendix IV). — 13 As Exhibit 1 shows, Graphics 71's invoice did not indicate that it had any affiliation to, or was a division of, Stuart Newman Associates, Inc. The County requires that all vendors be properly registered to do business in the State of Florida as well with the Internal Revenue Service. The County and the public must have full trust and confidence that the TDC's Agency of Record for Public Relations will faithfully adhere to all laws and regulations as it carries out the TDC's public relations goals. Using a nonexistent company to request reimbursement suggests NewmanPR regularly demonstrated a general disregard for the expenditure of public monies. No Payments Made To Graphics 71 Under the contract provisions, NewmanPR is entitled to be reimbursed for expenses that are included as part of the annual public relations budget approved by the TDC and the County. Moreover, per the contract, "[t]he Firm shall have all expenses placed on invoices that have the proper approved purchase order account number, have been paid for by the agency before being submitted for reimbursement with product or services delivered, and follow other County requirements for payment."' Our sampled invoices included signed certifications by NewmanPR stating that the agency paid for services rendered by Graphics 71 which NewmanPR certified were paid in full, via check. However, when we asked for evidence of the cancelled checks,NewmanPR stated: "[fJor the past several years, Sandy has been processing bills from Graphics 71, as with any other vendor. But the check is not cashed. Our bank will not accept a check payable to Graphics 71, so she destroys the checks."' Stated differently, NewmanPR knowingly submitted erroneous requests for reimbursement to the County. NewmanPR's bank would not accept a check payable to Graphics 71 because it was a nonexistent company. Therefore, NewmanPR requested, received, and retained funds for a nonexistent expense.Monroe County's False Claims Ordinance specifically prohibits the County's vendors or others from ". . . knowingly causing, assisting in causing, or attempting to cause the county to pay claims that are false, fraudulent, or inflated . . ."7 It appears that NewmanPR submitted materially misleading and inaccurate claims for reimbursement by certifying that they had made a payment in full to a vendor that did not exist. NewmanPR is obligated, under the terms of their contract, to only request reimbursement for services that have been paid in full and adhere to the County's requirements for payment. Section 3,Part B of the August 17,2022 Agreement Between Monroe County,Florida and Stuart Newman, Associates,Inc.,page 4(see Appendix 1). e October 26,2023 Written Response from Stuart Newman,Associates,Inc.,Appendix III,page 123,and Updated October 26,2023 Written Response from Stuart Newman,Associates,Inc.Appendix III,page 127. 'Monroe County Code Article IX. — 14 ^- Improper Duplicate Compensation We reviewed the County's contract with NewmanPR and found that while photography and production are listed as reimbursable expenses, these services are reimbursable regarding third- party vendors. Since the contract's definition of Key Personnel includes Mr. Newman as both the President of NewmanPR and the TDC Account Supervisor, and Mr. Newman is also solely responsible for work performed by Graphics 71, it is unclear how Graphics 71 services and NewmanPR services are distinguishable. Moreover, NewmanPR's President/TDC Account Supervisor is solely responsible for determining when he will work as the TDC Account Supervisor and when he will work under the Graphics 71 banner. This is especially concerning since NewmanPR has admitted it does not follow Monroe County's purchasing procedures when selecting vendors to perform services (please see report section,Lack of Procurement Process). When asked why the services provided by Graphics 71 are not covered by the scope of services in the contract (and the associated agency fee), NewmanPR's President argued that the services he provides under Graphics 71 are services that are not included in the contract. Specifically: "it focuses on photography,print production and an occasional video production project,that would otherwise be done by an outside vendor. It is not commonplace for a PR firm to include photography and production charges within a contract, because it is extremely difficult if not impossible to predict what is going to be required within a budget year.To be clear,our contracts with Monroe County have never included producing photography,print production and video production."s It should be noted that prior contracts between the Monroe County and Stuart Newman Associates, Inc. did contain photography and videography provisions. Specifically, the 1989 contract required `fuflhnent of requests for stories and photographs" and "compensation...for...photographic development." Similarly, the 1994 contract required the agency to `provide...research for, story and still, video, and TVphotographic development"and "distribution ofstories,photographs and TV materials. " As one example of Mr. Newman's possible blurring of the lines between his role as the TDC Account Supervisor versus his work under Graphics 71 is the July 2023 coverage of the Hemingway Days Festival in Key West.As shown in Exhibit 2,NewmanPR submitted a Graphics 71 invoice for reimbursement for 16 hours of work: 4 hours on July 20; 8 hours on July 22; and 4 hours on July 23 at a rate of$155 per hour,plus a digital transmitter rental of$225 for a total bill of$2,705. The Graphics 71 work was for news photography of the event plus distribution to news wire sources and social media platforms. s Ibid.,page 1. — 15 ^- Exhibit 2 Graphics 71 Invoice for 2023 Hemingway Days Graphics 71 2140 South Dixie tl;°fip hwvaryr'S41itr,201-S hw`F anli,F1,311.:13 (305).16�-3300 crwnt: 'rDC% July 25,2023 e m iw Stuart Newman A sociales in volte T 1953 2140 South Davie Ifighwey,Suite 2,0 Miami,Ft. 3,3133 JOB DESCMPTIONI News prtlrclallralw',y 02323 Weurrirugway Days acalrslties in Key @8 OM,,lolly 20-21 Sf ool,lx)sl.. process 1r1+1 rliflf Owe to npws wire Acrur s jacluedur lh e Assn pat Press„7Vucresoii Reuters, Ageruce France Pre e,rnoeir+e wires,Greys moida warp for sccrrl merlin platforms.Also iorcla des video eclol c1 final!lorok-alikae round far,social rmadiia.July 201 4 kruWS,,Jarly 22:8 hruarrs� July 23:4 hours, 'TYPE OF SERY+'" FrOUM,.. RATE PER HOUR FEE rTEM r1ESCRtlPTtle.Nd QUA9WT T Y UMT PRICE SUB TOTAL. D glt,al Transmitter RerreW 3 $75.001 $225,00 Video Illnkl hP s:1Mww fac»eB,Da'ok, oorWroulMD845,8834091348 rw GRAND TOTAL.'=1105-00 Separately, in his role as the TDC Account Supervisor, Mr. Newman submitted a request for reimbursement for his travel to Hemingway Days Festival for the same four-day period that was listed on the Graphics 71 invoice: July 20-23, 2023. As shown in Exhibit 3, his travel reimbursement request totaled $1,207.14 and consisted of. $941.64 in hotel costs, $100.50 in mileage reimbursement, and $165.00 in meals. As further evidence, Exhibit 4 shows the invoice description provided by NewmanPR to justify the reimbursement of travel expenses as public relations-related. — 16 Exhibit 3 Travel Reimbursement for Hemingway Days STATE OF FLORIDA E Androw 60CA�,SECIJPYTY N,5, VOUCHER FOR REIMSURSIEM ENT fwvc, _Newman OF TRAVELING EXPENSES FlOr;d& ':-A 00ftval 01-amporawy DEPARPvv hliam,nbrtda 1""Ci'Aw Aro M" hslwr,,,00�S to Mwa�h�ii C.'e,I xv de."Ikls P 50 Alm T2,67 —,,,I ....... -- -------------- a' ------ ------------- ------------- .............. .................... ....... ------------- 77mr lzbw� 7r 1171; ------------------ 90W= C"'M PIN01919mPy Vag,,H,41m" M 5WwWAU —---------- 771-711-1717 7777� w,m�at � P"W ,aYr ............................................. 37"1"............ K, ——----------------------------------------------------------- -------------—------------ ------------------- ------------ .......... ................. j01 A EYE ME­­ 'AaJJLWNA'UkF: 4h,111M ------------------ 4, rmx sullr'ka.'M""VONAPAW' Ur'', Exhibit 4 NewmanPR Invoice 12016 n NEWMANPR Invoice SOCIAI -MEDIA-MA"KET�NO Stuart Newman Associates 2140 S. Dixie Hwy.,Ste.209-Miami, FL 33133 phone(305)461-3300 Yvww,newrnanpr.corn ED te ................... W­'Cm py F",.X,rkpt Kay Wea,H 33040 1:L Description Amount P—hk—,dar nw0mr.B K),I 024XV02,186 SERV WV LICE NUMBER PUMAC REVA I'll W FMT,NSVS PROMUVON A[,, AM)Y NEWMAN TRAW1,10 VAKXXS LVOW5,WLY I I AND)ULY20 23 Po EX.-M V.ki W106 mkar" hA9,14 OpM K,7;A Wy K-aun lWy 20 2S 941,64 17 — In response to our questions about determining the hourly rate charged by Graphics 71, NewmanPR stated: "The hourly rate is only for actual time spend shooting,editing,and digital post-processing, transmission or in production. I don't bill travel time, lunch time, etc."9 It appears that NewmanPR received improper duplicate compensation for Mr. Newman's attendance at the Hemingway Days Festival. Mr.Newman worked the festival as the TDC Account Supervisor at the same time he was working as an employee of Graphics 71. The Graphics 71 invoice and Mr. Newman's overlapping travel reimbursement request clearly demonstrate Mr. Newman's duplicative efforts during the 2023 Hemingway Days Festival. For example, on Thursday, July 20, Mr. Newman left Islamorada at 2 pm to travel to Key West as a NewmanPR employee. At some point on July 20th, Mr. Newman turned into a Graphics 71 employee for four hours but then reverted back to a NewmanPR employee to be reimbursed for supper and lodging. This comingling of roles that are not interchangeable occurred throughout his four-day stay in Key West. Mr. Newman advised us that he bills his time under Graphics 71 based on start and finish times: "I track the hours based on a start time and a finish time. Several times,if the project goes beyond a reasonable timeframe due to factors beyond my control—such as weather,etc.—I don't bill for hours not working. Other vendors do because they are on the job and have committed to the time."10 However, when asked for copies of his timesheets,he stated: "I do not do written time sheets for Graphics 71 invoices." 11 As a result,there is no documentation to support the hours charged by Graphics 71 or other support that the invoices that are submitted are legitimate. Consequently, there are no records available to justify the use of public funds to reimburse NewmanPR for Graphics 71 work. We also inquired how Mr. Newman's determined the current$155 hourly rate for his time that is charged on the Graphics 71 invoices. In response, Mr. Newman stated: "the hourly rate is determined based on market rates examining other shooters with the same level of experience and knowhow." 12 Ibid.,page 2. 10 Ibid.,page 3. 11 November 17,2023 Written Response from Stuart Newman,Associates,Inc.,Appendix III,page 152. 12 October 26,2023 Written Response from Stuart Newman,Associates,Inc.,Appendix III,page 123. — 18 — However, when asked for copies of the market analyses, Mr. Newman stated: "I have never performed a market rate analysis. I believe our rates are more than fair." 13 Clearly, as TDC's Public Relations Account Supervisor,Mr.Newman is negotiating with himself, hiring himself, supervising himself, and paying himself when he decides to hold himself out as Graphics 71 to do work for TDC. Put differently,NewmanPR could provide no objective justification for the rates or hours charged by Mr. Newman and could provide no evidence that NewmanPR made any effort to ensure that the County was given the best pricing for the services provided. It is also worth noting that Mr. Newman charges the same rate for any service provided under Graphics 71, whether it is photography,production, or distributing images to the media or social media platforms. Through the issuance of a legal analysis (see Appendix IV)14, the Monroe County Attorney is of the view that the services NewmanPR performed under the guise of Graphics 71 are reimbursable because the agency's contract with the County specifically lists photography and videography expenses as reimbursable. However,this limited legal analysis focused solely on debating whether or not photography and videography services fall under the definition of being a reimbursable expense and failed to address the more troubling issues involving Graphics 71: • Using a nonexistent company as the conduit, NewmanPR claimed to have made payments eligible for reimbursement when, in fact, the agency made no payments and, therefore, there were no valid reimbursable expenses.NewmanPR requested reimbursement from the County for nonexistent payments made to a nonexistent company. • NewmanPR is not following Monroe County purchasing policies to ensure that the most qualified and cost-effective third-party vendor is providing services for the TDC; and • Graphics 71 is not registered as a fictitious name for NewmanPR or registered to conduct business in the State of Florida. These appear potentially to be material breaches of contract. The lack of oversight by Visit Florida Keys' marketing director likely created an atmosphere that led to NewmanPR submitting improper and unjustified requests for reimbursement. It is imperative that steps be taken to address the 3 November 17,2023,Written Response from Stuart Newman,Associates,Inc.,Appendix III, page 152. 4 In a December 8,2023 article,the Key West Citizen reported that at the December 6,2023 Monroe County District 1 Advisory Council meeting,the President of NewmanPR reported that,". . . an opinion issued by Monroe County Attorney Bob Shillinger and vetted by the Florida Attorney General's Office had absolved him and his firm of any wrongdoing regarding the double billing alleged in Madok's audit." As discussed in this report, the County Attorney's limited legal analysis did not absolve NewmanPR of wrongdoing. Moreover,we could find no opinion issued by the Florida Attorney General absolving NewmanPR of any wrongdoing. — 19 — mismanagement that has occurred under the marketing director's watch including how to handle the potential improper claims submitted by NewmanPR as well as eliminate all appearances of self-dealing. It is essential that the BOCC and TDC take the needed steps to restore the public's trust and confidence in the TDC's business operations. A positive first step in that direction was the suspension of the marketing director. In an effort to continue improving the public's confidence in the TDC, we recommend Monroe County take steps to address the materially irregular claims submitted by NewmanPR such as work with an outside public relations consultant to oversee the re-bid the TDC's Public Relations Agency of Record contract. — 20 — Concerns Identified With Sampled Invoices The TDC tasks the Visit Florida Keys' marketing director with the responsibility to, "manage and monitor all TDC related advertising, website and public relations activities with the contracted agencies and sub-agencies."15 This includes establishing processes so that appropriate Visit Florida Keys' personnel are reviewing and approving all vendor-related invoices for these services to ensure that the invoice includes sufficient documentation to support that the payment is legitimate and for an approved public purpose. As part of our audit procedures, we selected two random samples of NewmanPR's types of invoices: (1) a sample of invoices for the public relations agency fee for FY 2022 and FY 2023; and (2) a sample of expense reimbursements for FYs 2021 through 2023. Overall, we found that NewmanPR does not adhere to the terms and conditions of its contract. As summarized below,we found issues with the supporting documentation that was provided as well as issues with the allowability of some of the expenditures that we sampled. Misleading Certifications As previously mentioned, some of NewmanPR's invoices submitted to the TDC are requests to reimburse expenses. It is the County's standard practice to require vendors seeking reimbursement to provide proof of payment as part of the supporting documentation before payment will be made. Specifically,the County does not reimburse an expense until the vendor has provided either a copy of a cancelled check, a bank statement, credit card statement, or a bank wire confirmation. The reason that proof of payment must be presented before the County will pay a vendor's reimbursement request is to ensure that the vendor has properly followed through and paid the expense they incurred. In other words, the proof of payment is irrefutable confirmation that the vendor has fully honored the obligations they incurred on behalf of the County before receiving public funds. However, over time, this strict documentation requirement was loosened for NewmanPR when they sought reimbursement of expenses. In lieu of proof of payment, NewmanPR was allowed to provide a notarized statement certifying that the vendor invoices submitted for reimbursement had been paid in full. As stated in Section 3(B) of NewmanPR's contract with Monroe County, the agency cannot request reimbursement of an expense until "[a]ll reimbursable expenditures . . . have been paid for by the agency to the vendor before being submitted for reimbursement with product or services delivered and follow other County requirements for payment." "Exhibit A Marketing Director Job Description from Marketing Director Employment Agreement for Visit Florida Keys. — 21 — For a number of years, both the TDC and the Clerk's Office have relied on the truthfulness of NewmanPR's notarized statements as proof that the checks listed were cashed and cleared the bank. Exhibit 5 provides an example of such a certification. It is not clear when the decision was made or who made the decision to no longer require NewmanPR to provide actual proof of payment. Our sampling found that most certifications were misleading. In addition to the destruction of checks made payable to Graphics 71, we found instances where checks were not paid in full as certified and instances where the actual amount paid to a vendor were less than the amount certified as paid. Exhibit 5 Example of Notarized Certification Stuart Newman .ssoci ttes„[tic. 2140 S Dixie Higlk%vay Ste 209 Coconut Grove,FL 33133 Seplenalaer 20,2023 Vin uaeaf111iet''MonrereCounty("'raaurthouse Key West,H= 33040 ]tl,.MCTDC h1vraice 11is is to ceri.fy that the vendor invoices submitted arnder 12067„ 1206S, 12069, 12070, 12071,, 12072, 12073, 1.2074, 12075,12076, 12077 have I)eei�a lraw in Full by tine cbcCks denoted d blowy. Also,tluis is to codify that any in-laouse itioms,inclu od on tlaesae invoices laavebeen satisfiad"hril,y 1>rrarlueed and au4ilized in fufflilnaent of fwonroc (."o mAy Uouri�s,d Development Council public relations and Promotional ptgs ects, Andrew Newman i''a•rTsirlc;rcak Sworn laetbre mnc this 20tta clay of September,2023. �t�nd a,l,4 taaulrbq Nola t uata6i� � My oaarnaauussaeal�, xlaav� March 1Ab„24727 4®rue — 22 — Actual Amount Paid To A Vendor Less Than Certified Amount. Our testing revealed that NewmanPR regularly requested the TDC to reimburse the full invoice amount billed by its European subcontractor, KBC, despite NewmanPR paying less than the full amount. For example, as shown in Exhibit 6, NewmanPR submitted four invoices to the TDC dated August 16, 2023 and August 23, 2023, requesting to be reimbursed for payments made to KBC. Exhibit 7 shows how much NewmanPR wired to KBC on August 16, 2023, to pay for these invoices. Exhibit 6 NewmanPR Invoices Requesting Reimbursement for Paid KBC Invoices n NEWMANPH Invoice SOCIAL.-MEDIA-AInARXt TING Stuart Newman Assracrakes. 2.140 S.Dix Ia Hwy.,Ste 20 Ft 9-Alanmi, -331'3i3 .— phone(30S)rd6l-33i)i)•www.newnian�pr.coirn � MI. nraoCram# '211 A"ApfZ7 L"AUT.E Irui to Wiirv�irrw 4.nir.....FYS,...,.m.,n.........................................— Prisarrau�Q':neenl4'I'unuiax•.n R uepr�. Kq W,nmI,P,, AMC) ............................... ......... .......................................... Description Amount .........�. .m.„m......_.. . .... ....... ....�,,,,,,.m.,,.m.. I° r,er4r m.anlai It JrnutV2;Y+XY�Wr4NTv I W1'1[;I I I Np>tiAN➢6`vrtu 1%1 141 GPI AArR ON I%I tl ti"l.ti':G'NI V I S.MONMG.?n I il14'9-:S M.'R141,dr,K"'Wue A,M ka""j AN 142, I'Gin,4rim '--I. pM„+h11,Cgp ,,,� NEWMAN R Invoice x ldlA SOCIAL•MEDIA•MARKETING Stuart Newman Associates 2140 S.Dixie Hwy.,Ste,209•Miami,FL 33133 phone!(3055)461-3300•www.newmanpr.coumT i IYSp49 FWT. hAemvem�Gia!�rtw MMIt (hruert;y ri.—YkPI VScy W�V,PI.,9}1Vµn FmxapGl ....,.......m...... riYu Dsscrt talon Amount r"rs+ fyr I-.1 1.. '._ ..... ..'�. '�ItiT•1.4Td'S•WHkwYd�l E4 B&+ItYNC:C:4,hME;fYdJA1AE�,k' f1IPI17.14".KN4 M'r4KYN1 Rl%NSIS^11W AM1t PRY45NAI Klna^F°mb9it @YJ65AiennM A tlAae�4xrtu4wA Exne.LN V.241w ddkm W Gt A 1$M CCm11Y�ifn9y YWuwlmfmkeysaarvls.Wtiwu H'A.#"P rn£°7m8xtlin-Ik„0wnim+na A Nprerkau"nWY 4.Nnd.fNW'-7A'A64:WiMi+'iwr VCM4'^4'+4YeM hU.]�U214 tMurvruttuusk rrdugrLhrlya@rurAr.:',mnlfieuv niu�rfin rxvY'�fl F Wx'rp dn'2,ti "I'rciuR IRsr6nlwveya4ro4n ISudneuv..rarr 10.,T"JZAT — 23 ^ Exhibit 6(con't) NewmanPR Invoices Requesting Reimbursement for Paid KBC Invoices nt;., N NPR EWMA Invoice SOCIAL-MEDIA-MARKETMG Stuart Newman Assodates 2140 S. DIxw Hwy,,Ste,209*Mharnl,FI.33133 -3300 vvwvv,newvnanpr.Con1 phone(305)461 an, RM Tal K,,y W"I WL ANHQ Description aaratlTf ........... PUM W RUAM I VXPb-N%S PRM1010"Al KRC KIM,I841011. LBi VIV VV91 G.—d Vq— Invoice .nNEWMANPR ,,,,,, SOCIAL�MEDIA.MARKFtING Stuart Newman AssadaW, 2140 S IDixfe Hwy., Ste.209-Miami,FL 331,33 F T phorie,(305�)461-3300-www.newillariprx". K Y,kv"",14 Uolo -—-------- ............... Dos,orlpfion Amount r1uZ'77,dw n fl,r,F1,711),100 00029M6 Mr,RVINI IANrk73IWille;'; 11tl:111,1('EI�t,VI KKK EXIVINSES PROMMU)NAL- ELK,P,M Rclmio—R Kbffktli,g L0 n,,V 24 I14jen—Njpvi— 4,09.0 Exhibit 7 August 16, 2023 NewmanPR Bank Wire To ICBC16 BAN K OF A M ER ICA BAKK U S.Mhl .,A. -F'Err WAY M6 500-64-0$ A. Ak%07 IMEKA A—MnATNS INC. "40` '-T EI'E I"MIMI, WI, A113Y-2464 BIRR-r INQUERIMS TO, too 6 729 9473 PTr.9 2 1 --= THE FOLL�, M4)WYRR WAS DREMM71ADAY, UfD AMOMM 152,472,61 TRANSACTION RZF, !Mflll=RSF: 01�14 REUTV,PRY, ORIOXNATIA, STUAR7 NEW"N AV"ClhT93, Mr. IRv XXXXXYX IN TR-TINIG NANK; C�, %V.RR Ip; BEiEYFPILIANWr MIC PR.MURIDM Vm XD� UNKFICIARV9 DANXv XSWC UK ANX PLC ID I MERMED1 KRY BANK, UB , PJA.N9 YU,RE HUY NI; RICRIVINO BMW, RSBC DANY ME, NA XD, PAYMUT PHZATE,, pzl KEYV Mp KEY WRIT p.V 4DpV1.ArM11 ff1XpUN$K11 16 Detailed banking account information was redacted from Exhibit 7. — 24 — As Table 2 shows, KBC's invoices billed to NewmanPR agreed with the amount NewmanPR invoiced TDC. While the TDC reimbursed NewmanPR for the full amount KBC invoiced, the amount NewmanPR actually wired to KBC was less than the invoiced amount. Table 2 KBC Invoices Amount Invoiced NewmanPR To TDC For Invoice Number Reimbursement 12032 $ 18,750.00 12034 411.58 12034 10,209.48 12038 18,627.52 12039 4,909.09 Amount Billed To TDC By NewmanPR S 52,907.67 Amount Wired To KBC By NewmanPR 52,872.67 Amount Overbilled By NewmanPR $ 35.00 We found that NewmanPR retains $35 from every wire sent to KBC to recoup the banking wire fee. While this appears to be an agreed-upon arrangement between NewmanPR and KBC, it is not an agreed-upon arrangement between NewmanPR and the TDC. Banking charges of this nature are not an allowable cost reimbursed by the County. This is a cost of doing business that NewmanPR is expected to assume and not pass on to the County for reimbursement. Submitting an invoice for reimbursement with an inaccurate amount is not transparent and could be construed as an intent to mislead by NewmanPR. Checks Not Paid As Certified.From our sample,we found a recurring pattern where NewmanPR requested TDC reimburse expenditures that were not yet paid in full even though NewmanPR certified that they were paid in full. To provide an example of this prevalent practice, Exhibit 8 shows that NewmanPR certified that their invoice 11878 was paid in full at the time they submitted the request to the TDC for payment. — 25 ^- Exhibit 8 Certification That Invoice 11878 Was Paid In Full As of February 28, 2023 SW X-vnlan A.s nmlcs. 111Q, 140 S Oi:m me I sjj^:I09 Coconut Q'covv,Fl, 33133 Vcbi'uar� 2N,20,--11 Hnance CoUrOnitt"'c'. Kxy West,1"j, 3-;040 Rt,:14C U LK,invoice ni., u,to urjfu tP,tj jj,,velldor mvoicei soibmitted 4Pmkr 1 J867, 11868 1 1871b, 11871„ 1 N72, 1 W3, 1 18'74 118753 iWb, 8 IN77. H878, 1 Wl) 11890, fl18Ni, jjg,42, 1 t8gl. 11884 have beloitivid mn 610 by the 111'al',Im in-house imll�;indkided oN lhc""'C invomccs hav�!been, ,alk1ku 61% prodwwed and lifibled in kd ill m4Mt of N'loproc ("clunty rourim Dev'e1o11rrmTaaat and promodowd vri'jevr- Comled pubhe rdmions As Exhibit 9 shows, NewmanPR's invoice 11878 was dated February 28, 2023. Exhibit 9 NewmanPR Invoice 11878 nNEWMANPRl Invoice SOCIAk.-MEDIA*MARKETING Stuart Newman Associates 21'40 S.Dixie Hwy.,Ste.209.Ml p am,FL 33133 hone(3105)461-3300 www,nevwmanpr,com ]]Vs ........... a0l Tu Mdnmrtiru Kq, F W40 Description Amount )-K)-lon XXMJ7.04'NWICVIJNI^Nk Nmwm I ""qogrq y,W,,—%L md Ihhp,W I kc -02321 Dlmv "Y'M mmp,wdVS.nI,dm,1,b 20f ",ow, "=J'00 I"p['d A—O'k Bp'wl 00 — 26 — Exhibit 10 shows that the date of the check written to NewmanPR's vendor was February 28, 2023 while the cancelled check shows that this invoice was not negotiated until March 15, 2023; fifteen days after the date that NewmanPR certified the check being paid. Exhibit 10 NewmanPR Check 1278 Cashed March 15, 2023 Check number: 1278 l Amount: $600.00 o WNYP Ti*"��^.,tiF k-0ce4k«�kM,tlYMUWSb CM^ ti .Nak'ws'UatM ', d .,rw .www.. ww, ,•¢kb U^41 ' 'CMJ'1 LAMCK�mmti'�rsm9W�W"'&%V'�PuCrcM Checks Data [heck# Amount 03/06i23 1276 -800DO 03/115/23 1278* -6 S 0 After the audit turned up repeated instances where NewmanPR's certifications were unreliable, the Clerk's Office took immediate action to require all TDC's vendors requesting reimbursement of expenses,including NewmanPR, to comply with the County's proof of payment documentation requirements. Given the materiality of this audit's findings, the Clerk's Office will no longer accept NewmanPR's signed certification as evidence payments were made to vendors in full. Moving forward, we recommend the TDC critically review NewmanPR's reimbursement requests to ensure that NewmanPR is requesting reimbursement for only expenses that have been paid in full and is requesting reimbursement for only allowable expenses. Further, we recommend the BOCC take appropriate actions to address NewmanPR's potential breach of contract for submitting unallowable reimbursement requests for payment. Invoicing Before Services Rendered NewmanPR is paid a monthly public relations agency fee. This fee represents compensation for the performance of all public relations staffed services outlined within the Scope of Services as defined by this Agreement and the approved fiscal year Marketing Plan . . ."17 The contract 17 Section 3,Part A of the August 17,2022 Agreement Between Monroe County,Florida and Stuart Newman, — 27 — further states that NewmanPR ". . . shall submit to the TDC monthly billings in arrears for one- twelfth (1/12) of the annual agency fee."" In FY 2023, the annual agency fee was $733,688, or $61,140.67 monthly. Our review of invoices found that NewmanPR frequently requested payment of the agency fee earlier than allowed by the contract. Moreover, as shown in Table 3, some invoices were sent weeks early. Table 3 NewmanPR Agency Fee Billings Invoice Month Services Actual Earliest Allowable Days Invoiced Number Provided Invoice Date Invoice Date Early 11435 November 2021 11/10/2021 12/01/2021 21 11709 September 2022 09/07/2022 10/01/2022 24 11770 November 2022 11/01/2022 12/01/2022 30 11969 July 2023 07/05/2023 08/01/2023 27 12050 September 2023 09/01/2023 10/01/2023 30 When asked why NewmanPR does not submit their agency fee in arrears as required,NewmanPR replied that it has been their practice to invoice for the monthly fee in the middle of the month so they will be paid by the end of the month. However,their desire to be paid by the end of the month before services have been fully rendered is in direct conflict with the terms of their agreement with the County. Our sample found other instances where NewmanPR regularly submitted reimbursement requests before services were fully rendered; primarily, the monthly stringer/web editor services. Stringer services are services provided by correspondents who provide writings on assigned markets of the Florida Keys (e.g.,Lower Keys/Key West, Upper Keys/Middle Keys, LGBTQ+market). The web editor is responsible for overseeing the editorial content of the TDC's website and social media accounts. Of the 21 stringer and web editor reimbursement requests sampled, NewmanPR submitted 15 requests (71.4 percent) before the services were delivered. As shown in Table 4, NewmanPR regularly submitted these subcontractor invoices several days before services were delivered. Associates,Inc.,page 4(see Appendix I). is Ibid.,page 4. — 28 — Table 4 NewmanPR Requests for Reimbursing Stringer Services Invoice Month Services Actual Earliest Allowable Days Invoiced Number Provided Invoice Date Invoice Date Early 11196 November 2020 11/17/2020 12/01/2020 13 11269 March 2021 03/16/2021 040/1/2021 14 11298 May 2021 05/11/2021 06/01/2021 20 11551 April2022 04/13/2022 05/01/2022 17 When asked why NewmanPR submits these subcontractor invoices before services are fully rendered,the response was identical to the pre-billing of its agency fee. Basically,it is the agency's standard practice to ensure that they are paid by the end of the month that the services were provided rather than waiting to be paid in arrears. However, this is in conflict with the terms of NewmanPR's contract with Monroe County. It is not clear why NewmanPR is allowing its subcontractors to invoice before they render services. Allowing their subcontractors to pre-bill gives the appearance that NewmanPR is not properly managing these subcontractors.It leaves the impression that NewmanPR is simply rubberstamping these invoices for payment. Submitting the stringers' invoices before services have been rendered demonstrates a level of complacency on behalf of NewmanPR and, as a result, the appearance agency may not even be confirming that services have been performed or have been performed sufficiently. As TDC's Public Relations Agency of Record, the County expects NewmanPR to be critically managing and evaluating the performance of these subcontractors including verifying that they are properly performing their services before making payment. Once NewmanPR verifies services have been fully delivered, the agency should then pay these subcontractors. Once it can demonstrate that the services have been rendered and paid in full, NewmanPR is then entitled to request reimbursement from the County. The TDC needs to ensure that its Public Relations Agency of Record is fully complying with the terms of its contract including ensuring that services are fully rendered before requesting reimbursement. We recommend that TDC require NewmanPR to bill in arrears, provide evidence that services have been fully rendered, and have been paid in full before requesting reimbursement from the County. No Documentation To Substantiate Performance In accordance with the contract between Monroe County and NewmanPR, the agency is to subcontract with Keys-based individuals to provide for an Upper Keys/Middle Keys stringer, — 29 — Lower Keys/Key West stringer, and an LGBTQ+ market stringer. In addition, NewmanPR maintains a subcontract with a social media/web editor. We reviewed the contracts between the stringers/web editor and NewmanPR. Each subcontract requires reporting: • The LGBTQ+ contract requires monthly reports of all activities expended on behalf the TDC. • The Lower Keys/Key West stringer contract requires a monthly report of all activities and hours expended on behalf of the agency. • The Upper Keys/Middle Keys stringer contract requires contributions to the agency's six- week report of all activities expended on behalf of the TDC. We requested copies of the reports for the Keys stringers for October 2022 through October 2023 and the LGBTQ+ stringer for January 2022 to April 2023. The response from NewmanPR's President/TDC Account Supervisor stated: "In order to streamline the process and keep our stringers engaged in work that benefits TDC,we no longer require monthly reports from them. Rather,we meet via Zoom twice a week to evaluate the status of projects and work needed and completed.In the end,all work is reflected in our six-week reports to the TDC and District Advisory Committees." 19 We next reviewed the information contained within the TDC meeting packets and found that,while there are passing references to stringers and the web editor, there is not sufficient information to identify the work performed by each contractor to substantiate their performance or the number of hours worked. This is concerning since two of the subcontracted stringers serve in dual roles. The Upper Keys/Middle Keys stringer also is subcontracted to serve as TDC's social media/web editor. Likewise, the Lower Keys/Key West stringer is engaged by NewmanPR also to be TDC's Senior Account Executive. As required by Section 2(A) of its contract with Monroe County,NewmanPR is obligated to provide key personnel, such as a Senior Account Executive, as part of its agency fee. Even more concerning is that the scope of services required of the Lower Keys/Key West stringer (see Appendix IV)is almost indistinguishable from the scope of services required of NewmanPR's Senior Account Executive (see Appendix V). If there is no documentation of hours expended to support the duplicative work performed under each of these subcontracts, it is difficult to understand why any of the work performed would qualify as reimbursable. 19 November 17,2023 Written Response from Stuart Newman,Associates,Inc.,Appendix III,page 152. — 30 — As part of our standard audit procedures, we requested copies of NewmanPR's payroll records as allowed by the terms of its contract with Monroe County. However, NewmanPR was not able to provide the requested time records or related payroll records as explained by NewmanPR's attorney: "All of NewmanPR's employees are salary/exempt and do not turn in payroll timecards. . Additionally,Key Personnel assigned to the NewmanPR clients or jobs do not maintain time sheets or job cards where they identify time associated with performing tasks for specific clients and the contract with the County does not require them to do so."20 Despite NewmanPR's conclusion that their contract with the County does not require them to maintain time sheets or job cards, Section 7 of the contract specifically states, "Contractor shall maintain all books,records, and documents directly pertinent to performance under this agreement in accordance with generally accepted accounting principles. ,21 Payroll records that were requested for this audit are a standard expectation of any contractor who does business with the County. Moreover, without sufficient records, we were unable to determine if the County is receiving a reasonable amount of work for the contracted amount and if the dual roles/contracts are a reasonable business decision. In addition,NewmanPR is required to maintain: "subcontract files", "correspondence", and "any other supporting evidence...to substantiate charges related to [the] agreement."The absence of records related to the agreement appears to be a material breach of the contract and, in turn, provides the appearance of unjustified compensation. We recommend the TDC require NewmanPR to provide supporting time records and activity reports for its subcontractors that clearly document and differentiate the work of the dual-role staff. We also recommend the TDC consider discontinuing the practice of allowing NewmanPR to be reimbursed for staff who also perform similar duties paid for through its agency fee. Questionable Costs and Documentation As part of our testing, we reviewed the expenses reimbursed to NewmanPR to verify allowability, reasonableness, and whether they served a valid public purpose. Further we reviewed the documentation submitted by NewmanPR to confirm that the documentation supported the expense. Our review found instances of questionable documentation used to support the reimbursement request as well as instances where reimbursed expenses appeared to be not allowable. 2°December 21,2023 Email Response from Stuart Newman,Associates,Inc.,Appendix Ill,page 148. 21 Section 7 Contractor's Financial Records and Right to Audit,August 17,2022 Agreement Between Monroe County,Florida and Stuart Newman,Associates,Inc.,page 6(see Appendix I). — 31 — Questionable Documentation. Our review included an example where NewmanPR submitted a reimbursement request for a hotel stay in Key West for two nights. The purpose of the two-night stay was for NewmanPR's media manager to assist a travel writer which is an expected and reasonable expenditure to be incurred and subsequently reimbursed. As shown in Exhibit 11,NewmanPR originally submitted an invoice to the TDC to be reimbursed $774 for the media manager's lodging. On October 5, 2023, the TDC submitted this lodging invoice to the Clerk's Office for payment. The lodging invoice was dated October 1, 2023, for occupying the hotel's Green Room. The Clerk's Office sent the invoice back to the TDC questioning why the lodging invoice did not have the media manager's name as the room's occupant. The guest's name on the lodging invoice was neither the name of the media manager nor the travel writer. On October 6, 2023, the TDC resubmitted the reimbursement request to the Clerk's Office with a revised invoice with the media manager's name as shown in Exhibit 12. Upon review of the new submission, the Clerk's Office discovered that the invoice was an exact replica of the original invoice with the only change to the guest's name as evidenced by the confirmation code being the same as the original invoice submitted. The guest's name was changed from the unknown person to the media manager's name. The re-submitted receipt left the impression that the original receipt could have been improperly altered. Exhibit 11 Original Supporting Documentation Guest Invoice %�'M;ebarmwd6bpdd iYIY'"iM'9'B1 StlkkMtl'9 gt,rc:rr nuAnr �",Pgrtlae,:d#,unt ox+�omv fir,,,„¢a ,.a a'.Zowpl MiA,4dWV Aver i .wxrAmh na ra day °Ai'M�tt,n UAJ,44¢4 a;p,mmA d,is iadmrtr, #.r7-wgMn++gyp✓4rveerw rc,y�myA Y.bmw9,,hk{ad ',dA U h M 11,y P+"d'.•r Okra.l JMH+W1?! YPownr omrvrtne+- V_wA a�efwdar.��,�„� mrrw��.+�mwainr.w'rm Ircwvwsi�r�, 0.:aromxrYrp,d 1`h,m d;iF4l.4;M'li Id0�'111 Ylxa ��3„Iii'd1 47dty'Y';eai �:'4'40 hod §1'✓4,CNV IArMeM+^F'R..ervntiyy4rMtl4k '�41.4BR'F 32 Exhibit 12 Revised Lodging Invoice— Second Submission Guest Invoice fl,- 1�0", I'll Company inforo"Aborl ,'A '0 Adding confusion, when reviewing the trip itinerary provided by NewmanPR, it was discovered that the lodging invoice's confirmation code was listed as being another party's room and a different confirmation code was assigned to the media manager. This discrepancy suggested that the invoice was not actually the media manager's invoice. Neither NewmanPR nor the TDC provided any explanation or documentation for the changes in the name,why the individual on the original invoice was not on the itinerary, and why the itinerary reflected a third person who should be on the invoice. Moreover, no proof of payment was provided. The invoice was returned for a second time. To gain an understanding of what may have transpired for this lodging stay,we contacted the hotel directly to ask how they do reservations and invoicing. We also asked the hotel if they could confirm whether NewmanPR's media manager stayed at their hotel on the dates indicated. The hotel stated that their system only identifies who reserved the room, not who stayed in the room. Therefore, any invoice generated would not reflect the actual lodger's name if they did not make the reservation. We also discovered that the name on the invoice was the hotel's public relations agent and, when asked, the hotel confirmed that the agent made the room arrangements on behalf of NewmanPR and the travel writer. The hotel explained they provided one — 33 — complimentary room and one room at a discounted price. The hotel could not identify which individual stayed in which room. Thus, it appears as if the invoice was modified to reflect NewmanPR's media manager rather than the unaffiliated party. Again, it appears that the lodging invoice was altered. On December 7, 2023, the TDC resubmitted the reimbursement request a third time. This time, a different lodging invoice was submitted for the media manager's stay (see Exhibit 13). As part of this submission, NewmanPR also provided evidence that the agency had an actual out-of-pocket expense of$669.72. The resubmitted lodging invoice, dated as being issued on December 4, 2023, now showed that the hotel's Yellow Room, rather than Green Room, was occupied by NewmanPR's media manager. The revised invoice also showed a different confirmation code from the previous lodging invoice. This time, the confirmation code matched the confirmation code listed for the media manager on the trip's itinerary. More importantly, the resubmitted lodging invoice reflected a charge of$669.72 which is $104.28 less than the original invoice submitted by NewmanPR. Exhibit 13 Revised Lodging Invoice— Third Submission Guest Invoice . voIv, w DGI,s':!ulry I n,.uuxm,D. 10M filaru'crvmrlonn I.1atrenal,iaau d'G`<Il tJ7d tb'Ild'Jil {Ili i{ry ...,,u _ Y.n,a Gt�onµaMrvy wrPnar¢wd'uwri K, V aIri v1i1a W, t J 1144 V, wuvudc.. ..,,n-vvy6�e 'nYrlN81 Rrvwn ,twn.nm �;irv2..`YF [16v icy., 9'b2ir 7Y ;n4rt !SrdA"d P'Y GxniM ,i.Frftryt F; @":mdiwr,Nvb aaniny it G ufkW 34 In another example of problematic documentation, NewmanPR submitted a reimbursement request for a $20.08 gratuity paid by one of its media managers for a dinner for a social media influencer (Exhibit 14). The documentation indicated this dinner was on September 12, 2023, from 8 PM to 9:08 PM. Exhibit 14 NewmanPR Gratuity Reimbursement Request 'P'Q8LIP7 ST DEVELOPMENT COMM RCEMiBIAI.SLWENT Slmuis'f' d/AM['; ,,<'m C.'A 'Yv4r„, NW'Jlln R.rola9irar PnFM� $(XIAL SECUMIIY NO: A%1.'OU FMCi,. 0)A WOMLINI`. Nrtixrcnn nV'Iy.' ST.h1YIMMTOY PURPGS�F.. M 9'ei rFiurar� J'Rrn.n4iuraiM k�uTuunk�.w FaCSU,INAIlON OR LOCA"OW Lx'luovoe,r'r+rt0¢I STAREMTF MIVWI R011 �Pauir.✓ir BNG IYJTTYI'iW W1M3 100,,n, A.. F'4FR'AC..II;T ANkaPOdcYA'dIM W rACH SUPNOHUNG C0CDM6!.NT9,T,QN1 CHARGEIJ lR)d:f19.IN'R'Y: YI"S No 5, OMM T'R"N84FR%IN rP UON^WHA1 RINR C. U5V OF WF:RSONAI CAR FROM tlWAL MILES,, 4'4N' .P"mu,'1'Ir5 AJl YCI;TIidI W, I1fpTl1�AS'PIfAACW R}P.PihVIL['i4A RL�'N41RI'p 5k@cPo& S. PE GIST fIR CATIICPd 6'fY CAVUA[,N p]N'I rill LU F^Y;Ctl!ORrtY: '8 r'. MN AI S IATTIV H R;L f R'M'M _ 11111AXI T x qq-�k' lWW aN7A "UNd 4I r]I WOWEkt $ ACTUAL.COSrt$ANC Y aR ME!ED'IN WITXF TRAVEL YMRYCYr.RS,TOUII BR'QMAS9'.5,0B QTHEM CONNV,,CTCla WITH THE TO URI;F'T INDUSTRY OR WiIML,E ATTENDING 041 TRAV ELING IN CONNFCYIIQN WtlTH TIRA'WC,I QR TRAMP:$ILTJ'raFS 4lTREFpW'aSE'SEC YYQTM'Fv@.pFo'I,R0.URURFe RTATWES IdMIY$PFfR'MW$$Ip0.$NFiOMCi.UR$ETufErtdlT9. The second receipt,which does show payment of a gratuity,is dated two days later, September 14, 2023, at 3:58 PM (Exhibit 16). The $20.08 receipt supports the purchase of a sparkling water for $1.08 and a $19 tip. However, the credit card number on the second receipt is not the same card number as the first receipt and the first receipt already reflects a$1.08 charge. NewmanPR did not provide an explanation for all the noted discrepancies and inconsistencies as part of its reimbursement submission. Rather, on a separate NewmanPR invoice, we subsequently discovered a brief explanation of the circumstances surrounding the September 12th meal:the social media influencer did not understand that a gratuity is expected when given a complimentary meal. After being contacted by the restaurant, NewmanPR agreed to cover the gratuity. While this explanation appears reasonable, it also confirms that the gratuity is not an allowable reimbursable expense. The influencer's itinerary for the trip specifically states that tips and gratuities are the responsibility of the influencer,not the County. It is not the responsibility of the County to cover the oversights and mistakes made by NewmanPR's staff or the social media influencer. — 35 ^- Exhibit 15 Meal Receipt dated 9/12/2023 :rver:Jasmin 09/12/2023 ble 82/I 9:08 PM jests:2 40008 iprint#:I ispy Cheese 15.00 et Coke 4,00 mans Fried Roti 10.00 )Icy Tuna Sushi Roil 18.00 Afee(2 @4.00) 8.00 ijitas 29.00 erk Chicken occofinI 11.00 ibtotal 95.00 )rnplimentary -94.00 so Sub ToWL 1.00 IX OM xtaV 1,08 Exhibit 16 Receipt for Purchase of Water dated 9/14/2023 358 pm row 1 P.OR r. VGA NAXX T�p xvyxxxx w(7 rouo )9�qj P"U'V0424% 'M my, We want to emphasize the main issue is not the amount of the questionable reimbursement request but NewmanPR's willingness to submit questionable receipts to support their requests for reimbursement rather than simply provide a transparent explanation for unusual or extraordinary transactions. Questionable Reimbursed Expenses. Our invoice testing also uncovered instances where NewmanPR was reimbursed for unallowable costs per the contract with Monroe County or per NewmanPR's contracts with its subcontractors. These unallowable costs ranged from minor to material. For example, NewmanPR's subcontractor agreements specifically state that insurance costs for rental cars are not reimbursable. However, NewmanPR regularly reimbursed its subcontractors for this type of expenditure. — 36 — Another example is where a NewmanPR's subcontractor attended a conference and billed both the conference registration fee plus $608 in meal per diem for the duration of the conference. In turn, NewmanPR sought reimbursement for these expenses from the TDC. However, upon further review, the conference's registration fee included all meals. Florida statutes clearly prohibits payment of per diem if the cost of the meals is covered by the registration fee. Similarly, NewmanPR inappropriately and regularly invoiced the TDC to be reimbursed for the LGBTQ+ stringer's attendance at Key West Business Guild events. The contract between the LGBTQ+ stringer and NewmanPR pays the stringer a flat monthly rate of $2,350 to perform a variety of duties including representing NewmanPR at meetings of the Key West Business Guild. Since attendance at the Key West Business Guild meetings is clearly identified under NewmanPR's scope of services as a service to be provided as part of their annual agency fee,these expenses should not have been reimbursed by the TDC.22 A final example of unallowable costs was an expenditure related to a contract NewmanPR signed in June 2022 for a TV show to film an episode in the Florida Keys. The contract included reimbursement for a meal per diem of up to $55 per day for six people for six days which is a maximum expense of$1,980. However,the company billed NewmanPR for seven people at a rate of$75 per day for a total of$3,150. Beyond the meal per diem expense, the company also billed NewmanPR for parking ($142.66) and one extra airfare ($408.59). Because NewmanPR did not adhere to the terms of its contract with the production company, the agency invoiced and was paid $1,721.25 in unallowable costs. In isolation the issues discovered in our sampling may appear to be of no significance. However, the errors and inaccuracies our audit sample uncovered in NewmanPR's invoices,when considered as a whole, demonstrate a fiscal arrogance on the part of the vendor as well as a lack of regard for the expenditure of public funds. Further,the intent of randomly sampling NewmanPR invoices was to determine the reasonableness and validity of the invoices presented to the TDC for payment. From the number of errors noted in our limited sampling, it appears that the deficiencies are widespread and the controls the TDC currently has in place do not effectively monitor and identify questionable and/or unallowable expenditures being submitted with NewmanPR reimbursement requests. Therefore, we recommend the TDC generate purchase orders to monitor/track NewmanPR's activities approved in TDC's annual marketing plan as well as monitor/track NewmanPR's subcontracts. Purchase orders would provide a check that only allowable expenditures are incurred. This is because a purchase order would require NewmanPR to provide documentation upfront such as 22 Section 2 Scope of Services,Part M of the August 17,2022 Agreement Between Monroe County, Florida and Stuart Newman,Associates,Inc.,page 4(see Appendix 1). — 37 — agreements, arrangements, and estimated expenditures before these trips take place so there is an overall understanding of what to expect when reimbursement requests are submitted. Likewise, TDC could generate an annual purchase order for each of NewmanPR's subcontractors. This will ensure that all parties, including the TDC and the Clerk's Office, are familiar with the terms and conditions of these agreements. Finally, Section 7 of NewmanPR's contract with Monroe County states, "If any auditor employed by the Monroe County or County Clerk determines that monies paid to Contractor pursuant to this Agreement were spent for purposes not authorized by this Agreement, the Contractor shall repay the monies together with interest calculated pursuant to Section 55.03,F.S., running from the date the monies were paid to the Contractor." In accordance with this contract provision, we recommend, at a minimum,NewmanPR be required to repay with interest all unallowable costs that were identified as part of our audit testing. We also recommend Monroe County seek monetary recovery from NewmanPR as well as impose other available sanctions against this vendor as allowed by state and local laws. Lack of Procurement Process As TDC's Public Relations Agency of Record, NewmanPR is given the authority to subcontract for certain services such as international or special market public relations agencies. As indicated in their contract with Monroe County,NewmanPR is expected to procure these contracts consistent with Monroe County's Purchasing Policy. As discussed earlier, the County's purchasing policies and procedures are designed to secure economy in the expenditure of County funds and are intended to promote actual, honest, and effective competition and protect the taxpayers from collusive contracts, favoritism, fraud, extravagance, and improvidence. It is incumbent upon the Agency of Record to adhere to similar procedures when entering into contractual arrangements on behalf of the TDC and the County. Further, it is the responsibility of the Visit Florida Keys' marketing director to, "manage and monitor all TDC related advertising, website and public relations activities with the contracted agencies and sub-agencies."23 Table 5 provides a listing of some of NewmanPR's subcontractors. As is evidenced from this listing, a material amount of public funds is paid to these subcontractors; over$600,000 annually. As a result, there is an expectation that the Visit Florida Keys' marketing director is ensuring that NewmanPR is adhering to purchasing policies that are consistent with the County's purchasing policies. zs Exhibit A Marketing Director Job Description from Marketing Director Employment Agreement for Visit Florida Keys. — 38 ^- Table 5 Listing of NewmanPR Subcontractors Services Annual Current Contract Subcontractor Provided Cost Period KBC Public relation services for the $225,000 plus 10/01/2022 to United Kingdom/Europe reimbursement of expenses 09/25/2025 LMA Communications Public relation services for $15,000 plus reimbursement 10/01/2023 to Canda of expenses 09/25/2025 Public relation services for $60,000 up to a maximum of 01/01/2023 to Claasen Germany,Austria,and $210,000 plus 09/30/2025 Switzerland reimbursement of expenses Agility PR Solutions Media monitoring $9,035 09/01/2023 to 08/31/2024 Carol Shaughnessy Stringer services for Lower $55,500 plus travel and 10/0 1/2022 to Keys and Key West expense reimbursements 09/30/2025 Carol Shaughnessy Public Relations Services $44,520 plus travel and 10/01/2022 to expense reimbursements 09/30/2025 Dragon Trail Digital marketing for travel $2 400 plus expenses 10/01/2023 to industry 09/30/2024 Jo Nell Modys Stringer services for Upper $36,000 plus travel and 10/01/2022 to Keys and Middle Keys expense reimbursements 09/30/2025 Jo Nell Modys Web Editor/Social Media $57,000 plus travel 10/01/2022 to Services reimbursements 09/30/2025 Daniel Gilbert Stringer services for LGBTQ+ $28 200 05/01/2023 to market 09/30/2025 Crawford Entertainment Florida Keys TV streaming $72 000 11/21/2022 to channel hosting/maintenance 09/30/2025 Minimum Annual Cost $604,655 When we asked NewmanPR for a copy of their procurement policy and the bid process they follow for securing these contractual services,NewmanPR was unable to provide us with a written policy. Rather, their response to our request was: "Our philosophy is to be as cost-effective as possible without sacrificing quality. We endeavor to use Florida Keys-based vendors whenever possible, especially when quality is likely to be the same." When asked the procurement process followed for selecting international firms,NewmanPR could not provide documented procedures that confirmed the steps followed were consistent with Monroe County's purchase policy. Their response was: "Again, we are blessed that our international firms have longevity and have the product knowledge and expertise to carry out the job. When Stuart Newman, Associates, Inc., submitted its response to Monroe County's `Request for Competitive Solicitation' in March 2022, both KBC and LMA were included as firins that would spearhead UK/European and Canadian public relations representation." — 39 — It is true that NewmanPR's proposal identified these vendors as their current subcontractors at the time of TDC's competitive solicitation. However, since the submission of the proposal, NewmanPR's contracts with these subcontractors had expired. Therefore, NewmanPR was obligated, at a minimum,to obtain quotes from qualified vendors.No documentation was provided to support that this happened. Many of these subcontractors have been NewmanPR's subcontractors for decades. If there is no arm's length procurement process followed,these long-term relationships can give the appearance of being too cozy and possibly collusive. To ensure that NewmanPR is subcontracting, both in appearance and in substance, with the most qualified international public relations agencies to serve to Monroe County and the TDC, it is important that a proper procurement process be followed. To ensure that NewmanPR's subcontractors are properly vetted, we recommend Monroe County require NewmanPR to adhere to Monroe County's purchasing policies for securing subcontractor services. One option that Monroe County may consider is requiring the TDC to immediately cancel all of NewmanPR's subcontracts and hire an independent public relations consultant that can assist in overseeing the proper procurement of these critical services. Lack of TDC Management Oversight To adhere to the provisions of Monroe County Code Section 23-199(d), Visit Florida Keys employs a marketing director who reports, ". directly to the Monroe County Tourist Development Council and indirectly to the BOCC."24 The marketing director is expected to execute, ". . . the goals, objectives, and policies set by the TDC with the Chairman of the TDC or his designee."25 The marketing director's responsibility ". encompasses all staffing by organizing and managing Visit Florida Keys' personnel and all agencies of record . . ."26 along with assuming responsibility for financial management of the not-for-profit. The issues identified in our sample of NewmanPR invoices — the misleading certifications; invoicing before services have been fully rendered;no documentation to substantiate performance; questionable costs; questionable supporting documentation; and a lack of procurement process — stem from the marketing director not effectively managing the TDC's Public Relations Agency of Record in addition to NewmanPR's apparent willingness to take advantage of the lack of management oversight. 24 Exhibit A,Marketing Director Job Description,to Visit Florida Keys Marketing Director Employment Agreement,page 8. 'S Ibid.,page 8. 26 Ibid.,page 8. — 40 — The marketing director is responsible for putting procedures and controls in place to ensure Visit Florida Keys' staff are trained and have the tools to fully review TDC's invoices before submitting them to the Clerk's Office for payment processing. The marketing director also is responsible for conducting a final review and sign off of the Agencies of Record's invoices approving that payment can be made. Because of the serious deficiencies and inconsistencies discovered during our audit testing as a result of dereliction of duty, we do not believe this to be simply a training issue. Rather, the issues the audit uncovered appear to be culturally ingrained in the TDC's business operations. The marketing director does not appear to have the independence to provide the needed checks and balances for managing these complex and competing relationships. Further exacerbating the situation is the long-term nature of TDC's relationships with its Agencies of Record. There is an appearance that the marketing director may have become too complacent and, as a result, is not protecting the taxpayers because she may not be providing much needed arm's length oversight of these contractors. The TDC recently took positive first steps in restoring the TDC's reputation by suspending the marketing director. Given the severity of the audit findings, we recommend that the BOCC work with the TDC to consider all available options on how to best to proceed to fully restore the public's trust and confidence in the TDC's business operations. A possible solution for the BOCC to consider is ending the County's contract with Visit Florida Keys and set up the TDC's administrative structure as a County department under the oversight and control of the County Administrator. — 41 — Appendix I Current Contract Between Monroe County And NewmanPR - 42 - AC'REENIENT 14118 made and entered into this t 7th day of. AU the and 2022, AD, by and between Monroe Counly, Florida, (hercinW�, C Stuart Newinan, Associates, hic, (hereinaller called,the Contractor). WITNESSLIXIL W14FRl`A','3, Contractor is irniquely clualified to provide professional public r(dations agency services which pronlotes tourism,and W1117RFIAS, the County issired an Request for Qualifications for professional public relations agericy services;and WI-IFR14AS, the TDC, art advisory board to the County's Board of County (7ontruissioners,(BOCC)has Selected Contructor and has recorriniended to Cminty that as new Agreement flor public relations agency services tv entcred inlo with Contractor,ttird WHEREAS, County desires to enter into this Agreement for public relations wrvices with Ihe Contractor; NOW THEREFORE, in consideration ofthe nuittral coveriants contained herein, the pat-ties agree it,;follows: 1. 'Terul: lbe tenri of this Agreement is for a period of thice(3);years I)Cginning October t,20,22 and expiring on September 30,2025, I'lie ounly and Coruractorshall have an option to extend the Agreernen(fin,one additional two (2)year lvriod, 2, &J(JN-QJ'ligryi Ibe Contractor will serve its the full-service public relations agency fior the Monroe Coun:O.r TDCarld Coulity, l"he Contractor and the public relations piograms are subject to review by the Mortroe CorurtyTDC. A. Key Personnel: This Agreement is as profes.sionalseropice Agreement with expectation that principal persojuiel peribrin ing the scrviws are 1,110so Personnel listed. Notice of any change in personnel shall be sent to theTDC,for approval. The principals assigned are the following: 1) Andrew A.Newman, president and Account Supervisor 2) Buck Banks,Senior Vice President and Copy E'.*ditor/Onlirle Media Dircc(or/Strawgic Diiector 3) (,*arol Shatroviiiessy,Scnior Account Exec mint. C',ontractor shall have a successor plan for the: Key Personriel of President and Senior Vice Presidclit of'the agency. 'I'lle successor plan shall include who n'tay take over the obligations and duties of the fornier'FIX.','s Key Principal in the event ofincalmcitate(I illnessi, death or offiercircornstances,that ranger the Key Princip it unnble to perlorni theirdsific,;and obligatiom mider this agreenicn't, The Contractor shall provide their successor plan to the TDC::; Pubhe Relatiolis Agivemenk F 3 ID'2769 — 43 — adininistrative office, within 30 days of approval of this agreenient by flie County. Ilie Cmitructor shall auiwrkd said successx)r plan,as needed,to ensuro it reirmins currunt. In die event that tlicTDC does not approve (lie Kcy llerstinnel, the Comity inay teraiiiiate Ibe Agreement in accordiince with seciiini I& ADDITIONAI, MININIUM STAFF SONN FI ASSR'Nil): 1) Account 13-Necutive 2) Media Manager 3) Account Support 4) Support In addition,the agency will sub-contract Nvith Kcys-based individuals to provide lour ala Upper Keys/Middle Keys stririger, Lower Keys/Key West striiiger, and an L('43TO I rnaA'et stringer to tv funded froin the public relations expensic budget, D. Ilie Senior Account Supervisor and/or account, executive sliall iiwet with tlie Monroe ("Ounty TDC at all wgularly scheduled mecting,5 of the TIJC and Advisory Conitnittees,and at any other times us directed by IheTDC. C. Contractor agrees to assign as Poblic Relations Senior Account Supervisor wl-to will devote stich time atid effbil as neciessary to the account on as priority basis, including full fit"Ile when required, Duties of 11w, Senior Account Supervisor will include c4mlact as required with the Chaiq)ersori or Vice Chairperson of tlieTDC, Mas,keting Director or other designee, interfacing with other al.,,,encics of record such w;Advertising and ''fir ebsite provider as directed by thcTDC relating I(i the development of an eff4ctive rnarketing program for flie Florida Keys, Either the account supervisor, account executive or district striiiger will corvinit with JDC Advisory Committees willtin flu-Kuys R Provide staff servivcs to rnanage cornmunications to develop awareness,promme favorable imageand goodwill Cor the Florida Keys touristill product, llt. Provide flie development ofFavorable nafional and internafiontil publicity for the Florkh Keys, tourism produa F Provide the custablishmein and malintenance ofcoritacts Nvilli print, in(emut and broadcast nieditt lrno lurcllua bloggers and social media influelloers. G. Pr(,wide the pr(liarafion ot'digi(al media kits art(]an online newsrown, H. Coordinate development and distribution of news materials for trade and Consunicr media, 1. Dcvelop arid coordinate rnedia familiarization toum for the Florida Keys, and assist mcdia including travel blogwrs and social niedia influcticus as needed Pulific Relatims Agreement FY 2023 ID2768 2 — 44 — during individual visits, In addition, devvliols and coordinate itinerades for broadcast crew and piovide support fm sleeded. J. Work with inedia personnel to gather int6rmation for their rej,K)rts, K T)cvelop the public relulions sectil(ni: of' the TDC's annual rvarketing plarl establiMiing objectives and roeUSLIMI)IC, goals while interfacing with programs produced by the advertising agency and sales deparinwol. L. Provide representation (if TDC at selected trade Shows, sales/rIsedia missions, FAM tours, media workshops,ai id journA list conferences, M. Provide at least one representative to attend TDC' ITICttil'IgS, District Advisory C011,1111ittee (live individlud DACs); cultm-al, diving, fishing and Key West Business Ouild rticetillgs N, Provide periodic writlen and/or oral reports on public relations activities, to the IDC and District Advisory(7ornmitices. 0. provide the esiablishrrient and management of A picenients Nvith sub.- agencies for international, specialty or other public relation tnorkels andlor programs, 1". lImpare for and respond to emergency crisis situations that a(ket tourism and provide a crisis communications program when needed, worhing in con unction Nvith Keys Einergency Management and other local, stater and federal entifies as tippropriate, Q, C bordinate crisis conummi(uttions training for selected Keys tourisn')0,ffliciak. R. Interface with C,'otjr4 officials and other Imal munic,,ipalities to considl with and provide communications assistance to deal with issues,that relate to iourism. S. Provide inedia training 16T TDC staff andlor TDC Board rricinbers as deemed appmpriale. T provide content support ftirTDC web sileavid social media channt-Is" U. Provide pulAicity before,duttng,,and after scleded ifx-eW events, V, Provide assistance to the Florida Keys Film Corn.mi ion. W, Maintain appropriate records of print clippings,internet,and broad east coverage, X Provide development and maintenance of"video and still itmige I ibraries. h�hfio Relations Agreement FY 2023 ID 2768 — 45 — Y. Provide as measurability process to evaluate the public, rchtfloms prograrn.% Z. provide irnplonentation O'such services as outlined within the objectives,gozils, and strategies of"Ilic antiLml a ar cntAurft plan. A. Perlbrm ,,arch other public relationsactivitics as retitlik"d by tfiCTDC. 3. Q p COmponsation shall be paid for lees arrd refinbursivnilem exPensc's, subject to availability of Tourist, Development 'J'ax Funds, Monroe Counry's perfornmrice and obligation to pay under this Agreernent is contingent upon an minual appropriation by tile Monroe(,'mrnty Board cal'County Coninlissioners. A. Age jwjjL, ,.' The Coritractor sdiafl be cornpensated for the perf6rinarice of all poblic relations stall d services outlined within the Scope of Services as defined by tbis Agrenreat and Ole approved fiscal year Marketing Plan for an antrittal agency adniinistration fix ol'$733,088.00. The Contractor shall subIrrit to the 'TDC montbly billings in arrears for one-tweh"Ill,(1/12),of tire anintal agency fee, The Contractor shafl have till fexs placed on invoices that have tire proper approved purchase, order account number and taallcawvCounty mquirernents for payment. Following the third year, the (""Ounty has ail option to extend this Agreement for in additiomil two (2) year period under (lie same conditions subject to negotiation of morICULly terms (under Agreemet l negoliations this au,'tr, be m4bjecl to aunwitw),terms, upon 90 dqyqNIor ssiritten notice ql'the Agreesnent extension to Conlroclod) K Re auto burse n Wt fNp b i s: All reimbursable experiditurcs paid, y the Couray nluaall 1w,subject to the amwal public relations expense budgel approved by the 'l"DC*and Clounty, The Firm shall halve till expcascs placed on invoiccs that have the, proper approved purchase order account number, have been paid 1'or by the agency to the vendor befom being submitted for,reimbursement with product or s-ervices delivered,and roflow other County requirernents for payment. The Contractor will be reitribursed at cost for all actual expenses incurred for conti-acted staff, inedia materials, postage, shipping, clipping services, special even( support, research, website maintenance, pronil,nional items, seminars or Show registraliolm, sub-agency Agreetrienk, critertaimment (if"media, broadwast mipjxml, photography, broadcast production, other video and U(I(Eo par ojCets, travel expenses and ail] other pro'jects cir production materials Heart tire necessary l'()r the fulfilfirrera(Wthis Agreeirken't and have been approved in advance I)y the TDC Fiscal Year Marketing Plan or budget according to Monroe County Pro(mi-ernent Policies. "I'he Contractor's tel"onnuunication services are includetl in their prol'essional tees with the excel)(ion of Zoom mid other virtual eonference pwgraills. C'. The Contractor may proAde Public Relation Services and expen.se-related purcliases ad-me and hcyonJ its normal requirements as defined by this Niblic Relatims Agreement FY 2023 11)2768 4_ 46 — Agreement and tfw approvled Fiswil Year Markc ling Plan,R)r TDC fun deLl special events,rani approved by ffic'IDC Dimetor in advance. JI The Contractor shall provide tile establishment and managesliet'it of Agreements with sub-age'twics for international, sIxcially or other public w1ution markets andkir prograrns. I Rcimbursable expenditures shall lic invo� ced and billed to the County for payrnent on as rnonthly kasis, The Comity shall be mqI-xinsible for payinent orall authorized fees and. costs Little the Contractor ticcording to (lie Flc rida fmcul cloverjullont 1,111,0111pt Payn-mit Act (Florida Stalutc�n 218,70 through 218.7'7). Reirnbursable expense and invoim shall include stlpporling docurnertu'Ation acceptable it) the Monroe County Clerk of (_.'ouft and C'mriptroller (Clerk). Acceptability to the Clerk is baseld on gencrally accepted uccourning I'Vinciples and such laws, rttlies, and regulations as rnay govern the Clerk's disbuirsal lot' filinds, F. Ilie("britrador is required to have per c­appnaval on alt l projectsand rna(etial by the'IM'Director,TOC Chaiqxmson ot TDC accorkling tu TDC'and Morum, PixtCurclaern Policies 4. U , I fillorls: 4he (oultraetor has carefully exanlined tile Scope of Set-vices and ussturics full responsibility u-,)Complete the'Scople of 13'ervices.Thierefin-C, under no circularstances, conditions or silitaliom shall t1fls Agreement be more strongly construed against the County than against the Contractor. A, Any ambiguity or uncertainty in tile Scope of'Serviecs shall be interpreted and construad by tile Courtly, and the Oxtritys decision shall be final and binding upoll aalll plardes. H. Tile passing, apprt.,m'd and/or acceptance by the C"OURty OfOny of the services furnished by the Contractor shall tiot operate as as waiver by the(,,olunty of striel comp ianee with the terins of this Agreement, Failum oil the part of the (77ontractor,inuriediately after Notice to(7orrect a,defimilt,shall entitle tile County, if it wes III, to correct the gime and recover the reasonnble cost of such rep hicerneill an(Vor repair fromi tile Contractor,whio in tiny event shall be jointly and severely liable to,the Cbrulty for all dattl loss and expensc causod to the Counly by reason oftbe C.ontructor's breach of this Agivenlem and/or his failure to comply strict]), and in all Oiings with this Agreement and with the SIXxiffultiores Ille C'ornnador atr,rees that the TDC:" may designate representatives to visit, tile Contractor's tkifity(ics) periodically to conduct ralldorn olterl file evaluations during the(.I I ontractor's nortual business hours. Public ROationN Agmement FY 2023 ID 276S 5 — 47 — 11 The Contractor warratas that it has,and shall,nutitituin throughout the term Of this Agreentent,appropriate liciensesand perivits required to conduct its business,kind that it will at all finies conduct its business activities in a reputable Trumier. Proof of'such,Eccuses and perinits shall be Submitted to the County upor requesc 5. Pi b ic Relations AZe QIL ord,; Conirwor shall act its the agency of rccofti of time County/TDC for all,tourism based pubk relations services,and lbr flair porformance:of related or slv,,c ial services as requesteci iv ttic'aw "ap 14 i : Firm agrees that it will not mpresent any private ieswi or & Exclusive Re.lmt 1 141SIn- ................... I a t"Ittraction or other destination within Monroe County 01'01hCr county or city(lest inations wi Ojin tho State of Florida williout approval fronfl,the'FDC,and County. 7 Ccnitract qg's ippcia co l Rerds qd_�jjrt ter A3,jjti.!: Contractor shall maintdin till bi(wks, records 4U,1'('f documents direelly pertinent to perforniance under this Agreement in accordance with gencrally accepted accountint';Principles. Fach party to this Agreement or theirwAhorized representatives strall havereasonableand timely access to such recordsofeach oll'ier party to this Agreement for public rocords purposes,,durinp the wrin of the Agreernent and for Jour years fbillowing the lerinination of this Agrecnierat, If an auditor ernployed by the Cotrn(y or Clerk determines that rnonics fund to the Contractor pursuant to this Agreernent were spent for piaposes not authorized by this Agreentent, the contractor shall repay the nionies Logedicr with intewst calculated pursuant to Sec. 55.03, Viorida Statute,running froni the date the monies were paid to Contractor, Right to Audit A sudlabihv of Recorck The records of the pa111ics to this Aj.,,reej nent relating to the Scope of' Semices/Project,which shall includc,bta not be finlitcd to accAaunting records (;bard copy,as well tier corripwo, readable daw if it can be niade available; stifxotitracL tiles (including proposals of successful and unsuccessful bidders„bid rccaps,bidding instructions,bidders list, etc,);originaf estintates;estimating work shecis;correspondence;change order files(including documentation covering negotiated Scttlen)eoLs)l backeluirge lop and supporling gs (Joe,unienta tion; general ledger entries detading cash and uiidc discounts earned, instinmcc rebates and dividends; any other supix)rting evidence deemed ncces&try by County or. the Monroe County Office of the Clerk of Court and Corplitroller (hercinafter rcferred to ais "C'ounty C'lcrk") to substantiate chargesrciated to this agreernent, and all other agreements, SOUIVCS Of infortnation and smatters tNat nuty in (","'ounty's or the County C'lcrk's reasonable judginent have any bearing on or pertain to an), matters,rights,duties or obligations,under or, covered by arty contract douarneni(ail hereinafter referred To as"Records")shall he oix,11 to, i nspect ion and subject to audit andlor reproduct ion by(,,ounty*s reforesernative and/or agerits or time County("'leak. Counly or County Cier:k rnay also conduct verifications such as, but not limited to, ctitinting employees at the job site,witnessing the distribution of payroll, verifying payroll computations, overhead computations, observing vendor and supplier payments, miscellaneous all(vatiows, spec fl charges, verifying information and amounts through interviews and written confirmations with employees, Subcontractors,sitippliers,and contractors representatives. All records shall lie,kept for ton(10)yearsaftex Final Completion of the S(x)pc of Services/Protect. The County Clcrk fx)ssesses the independent authority to Nblic ROatiots Agreeawnt FY 2023 ID 2768 6 — 48 — conduct an audit of Records,,assets,and activities relating to this Scope of Se"'ices/1'ro.jea If any auditor einployed by tire Monroe Counly or CawcauurrtyY Ocrk deterrviii)cs that monies paid to Contractor pursuant to this Agreement were spent for puilmses not authoriztd by this Agreement,the Contractor shall rep ay time,monies togetlier with interest calculated pursuant to Section 55.013, FS., running forin the date the nionies werc paid to Contractor. The right to andil provisions survives the termination of'expiration of this Agreement. Conititctor nit ist compl y wilh Florida pull]ic records laws, including but not lijilited tom Chapter 119, Florida Statutes and Seelion 24 offirticle I of(lie Constitution of Florida, '11-te("ourvy and Contractor shall atlow and pernift reas—onabic access to,and inspection of,all docunicrits,records,priliers,letters or other"public rcconJ"niaterials to its possession or under,iss control subject to the provisions.ofThapter 119, Florkla Statutes,, and niadc or mceivcd by time (",orinty and Contractor in COnjUnCtiOn With, thiS CORI(Tact and related to exiii1ract peribrinance. The County shall have the right to urtilillerully cancel this Contract upon Violation of(his provision by time.(7ontractor, Failure of the('font ractor to abide by 0 te terms of this provisioll Shall IVM1 d10d a rivatcrial brouich of(his,contract and the('otrnty nury crifilree the ternis of this Provision ill the fivni or ii court procceding, and shall, as a prorailing,party, Nye entitled to ofull attorney's fees and casts axssociatcd With that proceeding. 'I'llisprovision Shall svvivc ally lertrifilation car cxpina kin of the conlract, I'he Coraractor is encouraged to consull,with its adviwrs,about Florida Public Records Law in order to coniply with lbi.i provision, Pursuant to F.S. H 9,0701 and the tennis and Condition's of, this, coliti-act, the Corarsoor is required,hi: (1) Keep and rflaintain public records,that would be required by the County to perform the ,service. (2) 1 ppon receipt firiln the County's custodian of records,provide the County with a copy, ofthe requested records or allow the records to ire inspected or copied within a reasonable finie at a cost that,does not exceed the cost provided in,this chapter or as otherwise provided by hw, (3) U"Irsurc that public records that are exempt or confidentittl and exempt From public words disclosure requirements arc not disclosed exceptas authori7wd by law for the duration of"tl"re currrtract term carol 1,011owingeollifildion o I:,fliccontractif the contractor aloes not lransfcr the records to the County, (4) Upon completion of the contract, transfer, al no cost, to the County all public records prl Possession of the Contractor or keep and ruaintain public records th1d,NVOUld be requimd by the County to lvdorru the service If the Contractor transfers all public,records tom the County upon Completion of the Contract,the Coru raclor shall destroy any dup]icatc public records that tire cxcnipt or confidential and exempt froin public recx)rds disclosure requirenictits. I r the Contractor keeps and araintains public records upon completion of(lie contract,the Contwtor shall inco all applicable w4juirements for retaining public records. All rceords stared electronically must be Provided to the County, upon request fiorii the ("!ounty's custodian of rocords,in a format that is compatible with tile information t"Jillology systerns of'tile("'Ourity. (5) A requem to hisIvet or copy publie rwads relating to a Courity contract must tv,made duve,fly to the(,ounty, bill if the County does not Ix)-,wss the requested records, the (Winty Public Relations Agimmor FY 2023 M 2768 — 49 — shall immediately notif� the Cotilraietor of the request, and the Contractor most provide the records to the County or allow the records to be inspected or copied within a reasonable time. If the Contractor does not comply with the County's request for records, the Umaty shall enforce the public records contract provisions in accordarice,with the contract,notwithstanding the C ounty's option and right to unilaterally cancel this contract, upon violation of" this provision by the Contractor,A Contractor who fails to provide the public records to tho County or pursuant to a valid public revords request within a reasonable titne may be SUbJe(I to penalties under section 119.10,F lorida Statutes. 'the Contractor shall not transfer cusultly, release, alter, destroy or otherwise disI.X).se,of any public records unless or otherwisc provide<] in this provision or as otherwise provided by law. IF TFIE, CONTRACTOR HAS QUESTIONS RECARDING THE APPLICATION OF CHAPTER 112, FLORMA STATUTE' " TO THE ,(.'0NTRACT0R'SDUTY'V,Q PROVIDE PURIJ.C�RECORDSRELATING TO THIS ��',QNTRACTI C0N',l'ACT THE CUSTOMAN OF' PUBLI(,' RECORDS, BRIAN BRADLEN AT PHONE# 305-292-3470 BRADLEY- URI AN4M)NR0EC'0 UNIN-FIA"I'OV, M!QNROE COUNTY ATT0R.NEV',,S, OFFICE, I I I I s"rRE1,?.T, SOITE 428, KRY wits r, iri. 33040. 9. Hojdjjqrjrjg s s: I'lie Contractor covenants and agrees to indettinify and hold harmless the County aired the"IT)C' frorn any and all clainis for Nx1ily injury(including death),personal injury and property darnage (including properly owned by Monroe County) mid any other losses, damages and cxpcnws (including attorney's fees) which arise out of, in connection with, or by reason of services priwidcd by the Contractor or any of its subcontractors in any tier,occasioned by Ific negligence,errors Or other wrong15ul act of ornission of the Contiactor _, or its subcontmctors in any tier,their cinployees or agents. 10. Ind )cndcjjj.Q(jnqj t � At all thiles aud for all purposes under Agm this reeent the l, ." Contractor is art Indeivndent Contractor anal not an ernployce of the County, No statement contained in this Agrcernent shall be construed so as to find the Contraetor or any of his employees,contractors,servants or agents to he employees Of the County. IE 1 4_)ndiscrijni) ion: County and -ontractor agree (fiat thews;will be no discrimination against any person, and it is expressly understood that upon a determination by as court of Competent jurisdiction that discrimination has occurred, this Agreement automatically terminates without any further action on the part of any party,effective the date Of tile COUrt. order, County or Contractoragme to comply with all Federal and Floridastaurtes,art(I all local ordinan(x ,asapplic4tble,relating to(tondiscrimination, These include but are not limited to: I)Tifle V11 of the Civil Rights Act off 964,(PI,8&.352)which prohibits discrimination oil the basis of race, valor or national origin; 2)'I"itle IX of the Utication Amendincrit of 1972, as airiended('20 1 ISC,". 1681­1683,and 1685-1686),which prohibits discriinination on the basis Public Relatioas Agrevineni F'Y 2023 ft)2768 8 — 50 — of sex; 3)Section 504 of the Rehabilitation Act of 1973,w;amended(20 USC s. 794), which prohibits discrimination on the basis cal'"handicaps;4)The Age Discrimination Act ol' i 975,as amended(42 USC ss. 6101-6107)which prohibits discritnination on the basis of age; 5)The Drug Abuse Offlce and Treatment Act of 1972 (PL 92-255), as arneadcri, relating to nondiscrimitunion on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treitinent and Rehabilitation Act of 1,970(JIL 91-01f)), as aniended, relating to nondiscrimination on the basis of alcohol abuse(,it alcoholism;7)'rhe Public I Icalth Service Act of 1912,ss.523 anal 527(42 USC ss.690d(J-3 and 290ce-3),as aniended,relating to confidentiality of alcohol and drug abuse,patient records; 8)Title Vill of the ("Ivil Rights Act of'1968(42 USC ss. 1601 et sect.),as amended,relating to nondiscrimination ill the sails:, rental or financing of bousing; 9) "Ibe Americans with DisallHities Act of 19%) (42 I. SC; s. 12101 Note),as maybe aniondeii folin.firne to time,relating to nondiwrinrination on the basis of(lisability; 10)Monroe County Code Chapter 14,Article 11, which prohibits discrimination, on the basis of'race, color,sees, religion, natioruil origin, anoestry, sexual orientation, gender identity orexpivs.sion, familial stains orago; I I)any other jion(ii.sctitiiiaiatiotilirovtstot)s rnainy 1'ederal or state statutes which may apply to the parties to, or the subject matter of, this Ag,reerrent. 12, AsAjZmientt", khept t"act: T'he Contractor shall not assign or subcontract its obligations — under this Agreement,except in writing and with tire prior written approval of the C'ourny and Contraclor, which approval shall Iv sul�ajcct to such conditions and provisions as tire County may devni necessary, This paragraph shall be,incorporated by reference into any assignment or subcontnwt and any assignee or&I.Ibeontmelor shall comply With all of the Provisions of this Agreement, 13. (,,L q pjj IgS ,widI fit In providing all services/goods pursuzint to this Agreement,the Contractor shall abide by all statutes, ordinances, rules asid regulations pCrtainitq,.,, to, or wgulating the provisions of, such services, including those now in effect and hereinafter aduptel,l. Any violation of said statutes, ordirainces, rules and regulations shall constitute a inaterial breach of"that; Agreement and shall entitle the County to terminate this Agreement inunediatcly upon delivery of written notice of termination to the Contractor. The Contractor shall 1-wsses.,; proper licenses to periorni work in ace<n-dance with these specifications Ltm,nighout the term of this Agrocruent 14. Disclosure 1110 The Contractor represents that it, its directors, principles and employees,presently have no interest and shall acquire no interest,either direct or indirect, which would conflict in any manner with the performance of set-vices required by this Agreernent, as provided in Sect, 112.311, ct seq., Florida Statutes. County agrees (flat officers and employees of tire County rm)gnize and will, be rcquired to comply wide time, star dards of conduct for public officers and employees as delineated in Section 112,31-1, Florida Stawtes,regarding,but nollimited to,solicitation or acceptance ot*gi 11s;doi rig business with one's agency; unatifhorizv'd cotripensatiolt; n'lisuse of public position, conflicting employment or ccarmtramctaaaal nolaaticarmslmipro and disclosure or use of certain inforroation. Public Relations Agre-eview FY 2023 ID 2768 51 Upon execution of this ,rcenient AV I,and dwrealler as cl ang!es,curly require,the Cotaraelor shall notiFy tile 01111ty ol"ziny financial interest it inay have in any and all prograins in Monroe C"Ounity %Odell the ("Olibuctor spollsor's, endorses, recommends, supervises, or requires jur counseling�'assistance,evaluation or treatnicni. This provision shall apply whether or not such prograin is required by statute,a's a Condition of probation,or is provided oil as voluntary basis, "I'lic County ould Contractor warrant that, in resjxect to itself, it hairs reithor eniploycol nor retained any oornpany or person, other tfiatl a bona fide employee working, solely I:br it, to soliuit or secure this Agreernent and that it has not paid or agreed to pay any person,Collipuily, corponation, individtial or Contractor, other than a bona fide employm working solely for it, any fay, con'tmission,pereentage,gift or Other Consideration:collfingent Ispo'.)n()r resulting frown the award or nialking of flus Agreement. For the breach or violation of the provi.sic'ni, the, Contractor agrees that the CVonty, shall have the, right Io ternlinate, this AgreerireaE withoul liability and,at its discrelion,to offset from monies owed,or otherwise recover the ftill amoullt of stich fee,commission,perceirtage,giftorconsidcration. 15. A)lre;aqt: 'rtic contractor shall not pledp4c the Coulity's credit or niake it as guarantor of Paylilent or surety lk)r arly agrement" debt, obIrgalion, Judgment, lien or 11113' fbylll Of indebtedness, 'I'lle Cknitractor further Nvan-anis and represents that it has no obliwktioll or indebtedness that would impair its ability to fulfill the terms ofthis Agreement. 16, Nice ot Any notice required or pennitleti under this Agreement shall be I..........- in Writing and hand delivered or inailed,postagc prepaid,to the other parr ly by certi ficd mail, return reecipt requCsted'v it)tile following: QUr Stacey Mitchell and Maxine flacini Monroe County'I'DC, 1201 While Stree I #102 Key West, FL 33040 C,QkJN'I'_ .: Christine Limberl.-Bariow's, Assisial'it Cvunly Attorney 110 Box 1026 Key West, FL 3304,1-1(r26 _F(.�R�CQN14LM Andrew A. Newman, Pn--sidont Stuart Nekvinan,Associates, lace. 2140 S.Dixie Hwy Suite 209 Miarni,17L 33133 17 'T axes: T&COunty is exerapt ftom payinctit of[Iorida State Sales and Use taxes. Ille Contractor shall not be exempted by virtue of t1w County's exemption frorn paying stales vix to its suppliers for niaterials used to fulfill its obligations under this Agreement, nor is the Publit,Relations Agrc%nnent FY 2023 U)2768 10 52 — Contractor aut horuzcd to use the Countys Tax Exemption Nurnty-n-in,securing such materials. The Contractor shall be responsible for nny and all taxes,or Ixtyrrients of withholding, mlated to services render ,J under this Agreeimerit, M Timnilt at io n: A. 'rhe colitity rnay terminate this Agre nient Mr cause with seven(7)days' notice to the Contractor. Cause shall conslitute a breach of the obligations of the Contractor to IX-11brin the services Citurnerated as the Contractor's obliglififleS Under this AgreamnCe 7 B Fither cal"the parties hereto may terrninate this Agreement Without,Cause,by' givitig the other party one,hundred and twenty (120)days written notice ofiN intention,lt)do so. C,. For Cxamracts of any arriount, ifthe County deternifiles Olat the has submitted at falw, ceriffication under lsecfion 287,135(5), 1-1orida Statutes or has been placed on the Scrutinized Conipanies that Boycott Isruel List,or is engaged in a boycott of Israel, tile C"ounty sliall bavc the option rat"(l) tertninating the Agreement after it has ,were the written notice and an opportunity to detilonstrate the agency's deternnitation of CalseCCAfflCU6011 VVaS in CITOr pUrSuant '10 Section 287.135(5)(0, Florida Slaljutes, or C)) inaintainine, the Agreement if' die condilions ol'Section 287.135(l), Fiorida Statute*;,are nlct. D. For Contracts of $I,OM,(l00 or rnore, if (lie County determines tluit die subinitted a ful.se cerfificatioti under Section 287,1351(5),Florida Statutes',or fthe Contractor/C011SUltant has becit placed on the Scrutiniml Cmrilyanio With Aefivifics in the Sudan List,the Scrutiniml Compailies with Activities in tile frail Petroleum 1"Alergy SWOU List,or been cagaged in hushicss operations in Cuba or Syria, the County shall have the option of(1)tertninating the Agreement after it has given the ('oi,itractor/(,,'oti,stilt,aitit written notice and an opporlunity to,demonstrate the agmey's dutortnination of false certification vviis ill CITOr I)LUSUant to Section 287,135(5)(a), Florida Statute-,, or (2) maintaining the Agreement if the conditions of Settion 287.135(4), Florida Statutes,are inet. 19, Gove) it) aw till ,4 ld ,I.......t.�—V S eJ .1-1 , -, q�',S" 1,2gp 1: A, This Agreenictit shall be governed by kind construed in accordance with the laws of the State ot"Florida applicable to agreemcn(s made and to be perforilmd entire ill 'tire Strata;. B. In the cvcnt that any cause of action or adininistt-ative proceeding is instituted far the enforcerrient 01,interpmation ofthis Agreemeni, the Counly and Contractor agree that, venue will lie in Ole appropriate tmurt or before the appropriate administrative body in Mi.mroc Counly,Flori&L C, ternis or a terra of this Agrevurent by or between any A them, the issue shall be Public Relations Agmcmvit FY 2023 ID 2768 tt 53 Submitted to I'llediation prior to the inslittition of any other administrative or legut prooLed it ig. 1). Sevel abdity. If ally lenn, covenant, condition or provision of this Agreenient or the application thereof to wy eircoalstanct or person) shall be declared invalid or rrrteatcrtca-a�f lc to any extent by a,court Of the remaining lemis, covenants,conditions and provisions of this Agoeernent,shall not be affected thereby; and each rernzd rli rig ten u,,covenant,corid ition arid provision of this Agfm nvil shall lie Valid and shall bra enforceable to (lie fifflest extent permitted by law unimi tho of the reinioning retins, covctiants, conditioris and provisk,nij of this. At"treenicril would prevent the accomplisimierst of the original intent of this Agmo.,merat. lbe County and Contractor agree to rcfurrr the Agivenrew to replaces any *klen provision with as valid provision that comes as Close as possible to the intent of the stricken provision, I Attorney's Fees and Costs, The County and Clontroctor al,!xee: that irt. the ew,,*wly cause of action or adminisirafive proccedijig is initiated or defended by any potty relative to the enforcenierit or interpretation of Illis, Agreement, the prevaitit% pta1y sludi be entitled to reasorgible atiorrey's fees, coutl costs, investigalive at)d ut o, -pocket expensies, as an award against the non-prevailing party, and shill include anorney's courts costs,, invesligative and out-of pocket expenses in appellate proccedings. Mediation proccedings inidweld and conducted pura,;manl to this Agivement shall lie in accoridanee with 1he Florida Roles of Civil Prixedure and usual and custoniary Procedures mquired by the 1611h Judieial Circuit Court of Monroe County, la. AdJudication of Oisputes or' Counly alit] Contractor agree that all disputes and disagreenients shall be attempted to be resolved by Meet and Confer If lite issue or issuesare—still not resolved to the salisfaction of the parties,then any party shall have the right to seek such refiefor reniedy as may be provitled by this,Agreement or by Florida ltoy. G (0o N. -ration, In the event any administrwive or lep,a,l proceeing is instiltC(I at,arra nt either 1),urly relating to the formation, execution, peribrinatice, or breach of (his Agrecizient, County and ("'Ontractor 11gym,to Ptaticipate, to the extent required by the other party,in all proccedings,hezaings,processes,meetings and other,activitiestelated to(lie substance of Hair,Agreemeat or provision of(lie services under this Agrectlient. (,'ounly and Contractor specifically agree that no party to this Agreement shall be required to enter,into,any arbitration proccedings related to this Agrecinerit. 20. '13i,f),"in yjjffi�ft: "file tenns, covenants, conditions and provisions of this Agrecivient shalt birid and inure to the benefit of the County and Contractor and their respectivc legal representatives,arsetxsson-and assigns, PuNie Relations Agivement FY 2023 11)2768 12 54 — 2L Authoity: Ench party represents and warrants to the other that the execution,delivery and PcIrlbrmance of this Agreement have been duly authori;wd by all necessary County and corponate,action,as sequired by law, 22. Claims fior 1,'ederal or State Aid: Contractor and County agree that each shall be,and is,empowered to apply fiv,seek and obtain Federal and State furi(ts to ruriber the purpose of this Agreement; provided that all applications, rvAluests, grant proposuls and ftinding solicitations are not for fiunding already provided under this Agreement, 2 3. :,: All of' the privileges and imaninilies firoin liability, exemptions frorn laws, ordinances and rules, und pensions and relief" di.%ibility, Workers' atid other benclils which apply to the activity of offiects,agents or employees 01"RIly pUbliC a&C[ItS 01'CITIPloyecs of the County, when perlbrining their respective lonctions under this Agrecroctit willrin the Ivnitorial Iiinits of the Counly MWI apply to the sume degree and extent to,the perforniance ot'such functions and denies of such o Ricers,8801,1,,ts,volunlecis or employees outside the territorial limits or the County, 24. La4l Obt Non-Delegation of Constitutional or Statulwy Duties, ')"his Agrcvnient is not intended to, nor shall it be cosistmed as, relieving any participating entity from any obligation or responsibility imposed upon the entity by law except to the extent ofactual and timely performance thereof by any, participating entity, in which case the performance may be offered in satishiction other obligation or responsibility, Fialher, this Agreement is not interAW to,nor shall it tv Construed as,authorizing the delegation of the constitutional or statutory duties of dic County,except to the extent permitted by the I'lorida constitution,state statute and case law. 25. Nqn:&lian No person or entity shall be entitled to rely opon'the terins,or any of them,of this Agreement to entbree or attempt to enforce any third-party clahn or entilletnent to or benefit of any service,or prograrn conternpWcd herconder,and the County and the Contractor agree that neither the County nor the Contractor or any agent,officer or employee of*either shall have the authority to inform,counsel e rr otherwise indicate that any particular individual or group of individuals,, entity or entities, have entitlements or benefits, under this Agreement separate and aluirt, inferior to,or superior to the community it)general or("or the purposes contemplated in this Agreement. 26n Alt w tations: Contractor agrees to execute such documents as the County may Ma,';O[Mbly re(1134C, to inClUde as PUbliC FlItily Cringe Stalteincnt, an Ethics Staternent and as Drug-Free Workplace Statenient, 27. No eq�LqnijLC rqhjfity: No covenant or agreement contained herein shall be deemed to be a Covenant or agrevnient of any, inernber,officer,agent or mnployev cd'Monroe(,,,,ounty in his or her individual capacity,ai�xl no nicniber,officer, agent or employee of'Monroe County shall be Halite personally on this AgrecinciV or be subject to any fx�rsooal fiability or accountability by reason of the execution,of this Agreement. Pablic Relafions Ag;rwimevit FY 2023 ID2768 13 — 55 28. Contractor shall nmintain the killowing requiavId insurance through.out the crifire loriii,of Ibis Agreement and any extensions, Failuiv to comply with this provision may irsult in time inunediate suspension of till work until Ific re4juhl-d insurance has been reinstated oi replaced. Delays irl the completion of"work resullhig frorni the finflure of [lie ("ontractor to maintain lire required insurance shall not extend any (lead lines speci fled in this Agreemeirt, and any penallies and Failure to, peribrin assessnienis Shall be imposed wS il,the work had not Iven su.sPended, except Im ("olifi-uctor's failure to maintain the required itt'surance, TI m Contractor Shall Provide,to the County,ws satisfactory evidence ofthe i'vAlltired insurance, either: Cerld-wate ofInsurance OR A Certified copy ofthe uchral insurance po4cy The County, tat its sole option,has time right to,request as cedified copy of any or all insurance 1)olicicsi•eqLfiredbytt'i,isAgreciiietit All (30)day, nolice oll'uncellation,non-ren,ewal, miterial change:in policy language or reduction in covcrage, ']'lie acceptance and/or approval of the Contractor's, insurance sluill not be construed as relieving the Contractor from uny liabiiity or obligation assuined under this Agm,emeat or imposed by law. The Moruve County BOUI,, its employees and of shall be included ,is an "Additional, Insured" on all, insura fi)r Workers' nce policies, except, Compensation,as their interests may appear in all policies issued to szifisfy fliese mquirellictits, Any deviations frorn these Cieneral Insurmice, Requirements must be requested it] writing on the County prepared form enlitictl "Request for Waiver ofInstirance Requirenwnts". Ally deviation must be approved in wriling by Monmv County Risk Managerica A� Prior to the commencienient of work govemed by this Agreement,the C,ontracltm,shall obtain Wo�rkers'Compensation Itistivance with finlits sufficient to comply with Florida Statute 440 In addition, tile (*ontractor shall obtain E'niployers' Hability Insurance with Limits ot'Trot less than: $500,000 Bodily Injury by Accidunt $50o,000 Bodily Injury by Diseaw $5001,000 Bodily Injury by Disease,eacli Hinployce Coverage SlIall he maillmnied throughout tile entire terin oTthis AgmeTnerit, Coverage shall Iv- provided by as company or cvnipaiiiQs authmized to transauL business in the state of Florida and the company or COMIXII)iCS InLISt,lllaifttailll MilliDIUM niting of A- V 1,as assigned by time AAt Best Comparly, B. Prior to the corn menoement of"work governe(I by this Agreement, time Contruclor shall obtair)Genoral Liability Insurance, Coverage shall be maintained throughotit the life, of the Agreement and include,as a mirtimurn: Ptablic Hdatims Agreement FY 2023 I D 2768 14 — 56 — Premises Operitions, Products and Conipldcd Operations Blanket Contractual Liability in,.J,,%ojjaj Ininry I,jtjtrijity F.,'xpandcd Definition of'Properly Duninge The minimuni,limits acceptable shall he: $111,0010,000 per 0", urrence and$1,000,000 Aggri-q;ante If split limils are,provided,the nihiiinurri lirnits accePtable shall be: $ 5100,000 PC]-Ile rw)n $1,0001,000 per Occurreriee $ 1001,000, Property Damage An Occurrence Von-n policy is prctOTed, If coverage is provided on as(Aahns Made policy, iss,provisions,should include coveruj,,e for claiins filed on or allerthe ettective elate of the sAgreement. Recogni'ving that the work governed by this Agreement involves the flurnishirig of advice or services of as professional nature, the Contractor shall purchase and inuintain, tfirotighout the life, of' the Agrectrient, Prollessional Liability Insurance, which will respond to dainages resulting Farrar any claimi arising out of the perforrilance of profc,sisiorvil Nei vicesor any ermi- or omission of the Contractor arising out of worh governed by this Agreenlcnt. Tlic 1111ininival limits of' liability shall be 11,000,00O per Occurrence,42,000,000 Aggrcgwe„ D. Recognizing that the work governed by, this contract requitts the itse of'vehicles, the Contractor, parior to the conunenecynexit of work, shall obtain RRaines Automobile Liability hisunniec, Coverage will a maintained throughout the, lit of the oontsact and include,as a minimuml liability covcragc f= Owne(],Non-Owncd and Ifired Vehicics The mirrinmin limits ac"ptable is: $300,000 Cbrrtbincd Single Limit (CSL) IT split Jimits area provided,the trinimurn limits acceptable are- Public Relations Agmcnient FY2023 ID2768 is — 57 — $200,000 per Person $300,0(9)per Occurrence $200,000 Property Dainage Ibe Monroe ("'ounty Board of County Commissioners will be named as Additional Insured on all policies, except for worker's compensation and professional Liability/E.'aiploycrs Liability, il,.SLIed to satisfy tile above requircments. 29. jj.U,,-,t Any delay or failure of cither party to Perforin its obligations under this Agreement will be mused to the extent that(lie delay or failure was caused directly by air event beyond inch Party's control, without Stich Nirty's fault or negligenceand that by its nature could not have been foreseen hy such party or,ifit could have been foreseen,was unavoidable:(a)acts of'God;(l )flood,fire,earthquake,explosion,tropical storm, hurricane or other declared emergency in the geographic area of' dic Scope of Services/ProJect;(c)war,invasion,hostilities(whether war is declared or not),terrorist threats or acts, riot, or other civil unrest in the geographic area of the Soc)pc of'Services/Project; (d) government order or law in the geographic,area of the Sc orw of Services,/Project; (c)actions, embargoes, or blockades in effect on or after (lie date of this Agreement; (f) action by any governmental authority prohibiting work, in the geographic area of' the Scope of Scrvio s/Prqject;(each, a "Uncontrollable Circumstance"). CONTRAc-rows rmanciai inability to perform, changes in cost or availability of materials, components, or services, market conditions, or supplier actions or contract disputes will not excuse performance by Contractor Linder this Section.Contractor shall give County written notice within 7 days of any event or ch-curnstance that is reasonably likely to result in an I Incontrollable Circumstance, and the anticipated duration Of SUCII Uncontrollable Circumstance. Con(ractor shall use all diligent efforts to end the Uncontrollable Circurnstarice, enSUIV, that the effects of' any Uncontrollable Circumstance are minimized and resume full performance Under this Agreement. The County will not pay additional cost as a result of an Uncontrollable Circurristance. 30. )„7)Lcrif ,Ffli ctive January 1,2021: In accordance with F.$.44K05,C,ontractor Shall unlink the I Department of Homeland Security's E-Verify systcm to verify the employment eligibility of all new ernployees,hired by the Contractor during the term of"tine(ontract and shall expressly require any Subcontractors performing work or providing services pursuarl to the Contract to likewise utilize the U.S, Department of Homeland Security's E.-Verify system to verify the employment eligibility of all new employees hired by the subcontractor during the Contract term. 31. lixecution A-..iC0 qLggparts: This Agreement may be cxecrited in any raunber of - -..- .1 1 counterparts„each of which shall be regarded as soon original,all of which taken together shall constitute ove and the skime instrument and any of the parties hereto, may execute this Ag,reemciil by signing any such counterpart. 31 lion Headijigs; Scetion headings have,been unsorted in this Agreonent as a III.altes, of converlience of,rerercrice only,and it is agrced that such section headings Hre,not a part of this Agreement and will not be used in the interpretatiort(Wany provision of this AVnvcnicmt, Puldic ROations Agrevnmm FY 201-3 tD,2768 $6 — 58 — 33, The Contractor shall not be liable for delay in perfornutnce or fbilure to perf6rat,in whole or in part,the services due to the occurrence of any contingency beyond its control or other acts of'God,Contractor has exercised reasonable care in the prevention or mitigation of damages and delay,any such delay or failure AvAl not constitute as breach of the agreement, Upon demand of rD,(.' or County, the Contrador must fornish evidence of'the causes of such delay or failure. IN WITNESS WHERE'OF,the jvrtics hereto have caused dds Agreement to be executed the and year first abovc written, Board of CA)unty Commissioners ' 't Madok,Clerk of Monroe County ................ .................. De uty Nofayor/Ch- an MOX09COtNnA"IDPMY g2,21" (I'o he filled,out by Cojvtracto�) —W3Q2— (Organization') B ............................... President Andre q,2,2,Print Norne Date AND:Wb"WITNESSt S (2) ----a - -�— --r-.......... 0) $,pady CamiAMI Aahky-�k1r.01P Print Name Print Naine Date: MAy_2 Date: M" Y 2 Public Relefims A grwmaji FY 2023 ID2768 17 59 — Appendix II NewmanPR Proposal In Response to Monroe County' s Request for Proposals 2021 -2022 - 60 - +io 2 rl/ / a u f o r u� ��� IrJJ�J��« �TIl/i�illlJlll nNEWMANPR ��J J JJfrf QUV i,a Ydi'r,(✓1 lt,R VNG I/ tuairt Newman,Associaitp ,hc, 2140 Sio ttu Ctwe 4ghway Andrew A.Newnan Iaadyri Ali w f U riur coin y/ i ��Y� ,� �, �� r��U���i ° rG��✓�G�� �, „�.; � sJml lr' U>r! ���IJrl�liiR�III����Q�1� fll p�i���l�i — 61 � nNEWMANPR r � `Ia A I,e rO P r'a rl nw %A,A P uK�m ' �(w 21140S M°arwe Hwy,,SlAe M+Wan uro FL 3311 3 wwndyO�n www anpr March 14, 2022 Monrop Courit°j TGaww�05t DeVelo rllellt CO VKI c/o Monroe Colaraty Purchasing w tce Ma email CUB—BOS cour. Key West FL 33040 d;rear Board ermmtuersa", w ilen my late lather and agency founder Stuart G.INewman camp to rrae dmm the suumammrrer 0 1980 to say tyre agency would respion d tra a"Request tram Proposals" tlrarrw time Monroe County Advertising(3 ormummrlisstcan to market the Florida etrsa'tourism(product,t oewaer°orearumeo that more than 0 years later the�rra would stutd be dpppiy inivolved in the,truutratrwne, The only P,ia"auusmNe eadstarmatdom is a cau rm� lrrmelrmt to a work etl�mlic teat Stuart Oista!red arid, p0iiortly, a love for tip,rs0nm d chain that rs shared among all our state,and contractors. Be arrw9 carol ShaupNiessy and )hare Botteru„wbo have been turdt-thne Keys re'sur eats to 40 asamrt eta year Is re'.stuectmwre , my orwnte and r own property rmm tstarruoal a,a»wwruere we have to-ee'mu Monroe Cauurnt r taxpayers for um'rore ttuummr t t yearn, DurIng time asaurrrnier of 2022 ewe r0 cated to a cdutterermt dwefflng inl the ddlf�u, e use Wlands vm mdt aumticitmate making rt our Itrruaamary resi derate by brae ermd of 2023. For more Mann 40 years the agency has been voter the Keys In good and chaHerrgft trnes, Ct.Weurl es dmase mchApd time Darrel ucwatrllit„ hurricanes Andrew, r„iear es„w^I a and trrrma the DPepvvatPr HohZon aid sdattll area l OVE� 1 . lm these crrsus sitll.uattons and others„ ttre agency has tata yerd a rmaainr roip M tmeddmOg to uutmtmokl the Keys"tlumuurrs m- aseurt ecormdmrrly. As, m ies army commmr nicattomrs comet rrdts have changed,so has the agency.From establishment of the, lorrida Keys Nerws b.ireauu to uiewmetictmmrs soctad rrme'wtta euu, *ttsp eawwmoanPR has P.vo'tuwrrrt to exceed the needs of uts cilOiuts—esdmecralldy Me TD , ttesntmrte changes to techn uuesa tYtre d:ore wraatwues remain the same,a keen Understandrng of content. eweratamrme'rut,wwrlrme'ttner for rr4rastlreamri laeWs Oar sacred mmmedMdua„ superb tormut ng,e cettermt photography and wrudrtea ragatmt, — aR crattedwittm atteamtmon to,uacruuracy and;;ettrtcar crerti'taudlltty, The,a ermcy"s rtie&atrnx,to Whng the(Keys, story has been pravpn e9tdles°:wt.'mite are or eiatt'24,ram/"3t 5. Many wweedwelrmu;ds flW time Keys PP team a ,, ressrwwety j,)ursultig story, wutrde+,Met aln pActuure otmtamturrmrtres that result M jporsftwe Pxpowrwre'tor Me t ana Ch n, :susenUM to the cdotunuulert ummdssOn of teitrmu',P lure Keys" story thirouu dm prMt, broadcast and Social medw is the snatuat cre(ftbututy with tauurnahsts ttue agency has earned over tie years, Many rneutta regard NevwrmmarmP'P as a virtual rrmcdetaemrrdlernt rma''ws bureau for the,Keys. drmwtustmelyds*)tate to the TDC's cdcrarrmmlrrmmtcataoms rmeerds rs time agermcy`s luntqn.ue Ohty to Ilan i merdratety teem Keys news,(photos and!mw'ti.Iel m"s 6rectlny to rmrderdra rpsoure'es such as time Assoctaterd Press, Routers, CNN, CBS N(wispatta aria Nehvorldw News Sprvicps, as wpH as TDC sacta'd nled ra ctmarinelfs„ quaddy e;raserrtdad are close relationships deryuwellrKaed wwittm local, state and natuoruaad governnipnt officials — 62 — includlng tnfonrooa County Eniergpncy f aarnaaytaarrnrant, the BOO ttntnaartrnnorit of tfnaaillthn and the ftaaftorW ttn.uzncaunnna Center.Based on n aspect for and an uurklercfaamurtnn,tf of the rorafaoncnttftntuoaa of all tnaarttoc#ftnunco ttes furravrrt'n as vaafuuntauto opportunity for Me t"tfr- to nnterfaaa ra with otttctaafar during crusts oiitoaatio nra that have the potentnrat to affect the safety of Keys,vtaatforra4 as well as tie tocM nonaarn"Py, Also urnntaor'taarnta tfuaurarnaonPR trnuovo and understands the process. Whethei Ws comptyMg vartfu Monroe f°oaunty fnnornce t fffce tarocOuuaoc or tnolltntun to uf"Pv otn the`C'DC"aa aanr'mai marketnig plan, t rn' n FIR corn'prrafnona na and adheres to offpcN procedures, turnuutotntunra and ctaaytrn avnfPrrn(x render budget aaftocattons, f"tno furo osaal that foVowc rotnroaauannt°n out, rnnethinutoto 'y and new concepts far Professional Puutatuo Retantuons Agency Sermf.es for the tatonroo County Tonartct ttrrvnutofnrnnent u.ouuncH cornnrnrancung Oct., t« 2022. Ob,0onuaatya certain efenuonto are:nuutn�aau.°t to,ctna"an nn tnaaaupuf on ftrnot approval of the, 2022-23 rrnaar tuotrrng plan,as n aM as runaanffcufnaatrurf changes to market conditions, t uaspto our torny,,tunrrnn servtcun to the Keys, we have nunvuar taken the rrataatnonctnftn for grarled.Thl,uuraa is faro osan provides as totaut tnurthc ruatauttann,a rnarketing program to aaaalluurfva arnong offnor aactuvtfatunca con°ncauugtaatroun and advtsory representation tion to the D)CC""Q D n apt matters relaUng to Keys tr 0nrnn n uthnrr and tavayornrf.._..the scope of naorMcrao specified by the 2022 Request for Proposals, Our ouuttunaa provildes rrnfufaarvnuurnfof;auan of o Uroa6reaching plan for ctotouvrrtan, riaaafionn and rrntaarnaaffornaW rnnlnadlaaa coverage,crnntaa management,and cornnnuonc.ottonc and pforrOon for tfnn rnuntfrua Flortrfaa Keys and the Ne dlstrtct n trnc';tuuded are I rof ranntrarn at services and tnaahnaon"r aacftvftes fnr tuu!!nblct fnrf'vtnory r.torrllnCArwa spectaat events and uurntare1aa groups uuunler TV;furklhig Of direction, tun Nlftng touursm ut'ovnatof°uoarrnt atrnaaa„ tfnvoanaarnff"t rnco ntavrc ffnua Itnottoran Ilhie trn tnautMc rrntaattons for the Keys nc attracting responsible vaaaaw,attonuarc through furnnt„onttnua and turoortcaot publicity Oil n uvinuf(,,n range of rnnedau and socW n°nvdO, and we have as tong and suuccruracfuut record of do#q sou We work r,fruooty vuntfn �ouurrlaatncts oo n daffy tnaa fAs and know the media. Most trn odaaunf,Mey know,_--and trust---no. Me awa ran )(s rirnaacess On devnatofnrrng tnroocfh'vna aatafnroaacf es fear W��p Itnuanrlicans and aranr.uttftoP.�tau of otfnaar nrnn nr a,ran nrrn —nome that countaf never tan predicted, aeted, such 's t*t� tfaawt;T --Is as recognized rofu"nno t anion heaves rnnectuaan and touurlsm officials throughout f troche The yt"nC s primary otyvctavo tc to attract cornoctourtuouus vfaattory Who Store the,vaatoaac of Sustainable touuncrrn for ttnoa ftorWit Keys&Key trtunuaf„ttrur past contrrtnuutuorno tovaaardll furVf Mnyy that yyU are as niattunr of rpcord ru loan forward to an ot.ufnorturnity to continuo tfnoco contrrfcunttono On the years ahead. Moot:stricerely, unufrovu A, tfovortan prra a°mtafrarnt — 63 — Section 1, Narrafwe Self- `� Our ngsslon as public reladons,practitioners I's simple:know mar ctlents ark tliolr tweeds„ works tirelessly to P0111 their goats �r Gn and earnJoti a ddsts„trust with honesty and total accuracy;and understand and Sad the edi needs by prrodta do wr9t a, photographic, video and Interacthto resources that tram or exceed professionallotirnaftlic standards. NewrnanPR,was established in 1946 as Stuart Newman Assam i4 end dr been headquartered in South Florida for 76 The agency has,served the Florida,Keys tourism industry with media relations representation since Oct.t 1, t 98 tdu ill % IN wnuunPR has ran uor d extensive experience in prununtin , and sdv rut ew of wwor iuu With an is t1my1 marketing destinationsas yell as private-sector r resorts„ air, and vnews.7hey seas carriers and related travel industry lent in Florida, the ��� ��t d raw + �d t � � Caribbean, the United Kun ,dlnrra arid Europe. aow whal CNN�u t oA���/ We are a fulkervice public relations, Iprnrnotiun crud puhli:cit ,err �� agenty with a current staff of eight, Prinnips and senior Former "au fit" " executives have experience in newspaper nd o,r broadcast jnurnndi ern.All account service people,are college graduates. i NiewinanPR has developed an unusually strong relationship with r travel)as taro l) urudirar nwed�i�a throughout lNr�u°dda�Americawith enwphi editors and reporters,wire service editnruu, broadcast news editors and web producers, as well as so isl media influencers. Our media database includes thousands of Journalists and influencers with an expressed interest in travell news, features, Photographs acid broadcast material.Our partner contractors also have dditivan l databases that are used for,the Keys, s, Our professional r"ni ion statement is sirnlplle;know our dients and their unique needs, service clients, wwordu bredess wy until the job is n unupdi hed and maintain truest arid credibility with journalists,through honesty and total accuracy; n nuprehend and re praind to their requirements by producing copy„ photographic, vHe , broadcast and!interactive contend that nieets or exceeds professional journalistic standards. Past;awards include ua Society ratArneric n Travel Miters Gold Award for Best Crisis Communications Program (hurruo arue n rnrnurri tOn )„National and Florida Governor's Conference on Fdurr"u a nes public service awardis,three SATW GcAd Awlward. for Travel Photography,and e Hospitality Sales and Marketing Association Intern tauan<ad(Flnrdn Keys Chapter)Service,Award. Other r accolad�es inrdude the Key lust Business Guild Walt Marlowe Service Award, ley Wiest Charnber of Cornmerne u. "Piece of the Rock"Award,Monroe County Cornmi sion special — 64 — commendation(post hurrricarre recovery), tsl'anwor°ada Clwanwber° of Commerce media award and tfwe Lodging Association of the Rorida Keys and Whey West's Margo Golan Comirrnrrt Service Award, The agency is particularly proud of the Lodging Association's Margo Gan Award---- presented to both Carol Shaughnessy and Andy Newman— one of the few tires it has been bestowed on two people from the same organization Nrr CCf d and 2020, the TDC was honored wdh top Visit l~lorrda Hagler"Henry" awards for"CreatMty in Pubhc Relations"and in 021„ a"Henry"for" ustainaNe Tourism" as a result of work 4� performed by the agency,The TDC has received other,Ra ler awards due to agency efforts. Finally„ among honors"are a 2021 Cold " uOdod"FIR industry f"iians f a award for"Beet Green/En"wirorunsental/' ur tainabitity Carnpai n" 11W first trip to die Jll%% and Global Travel Communicator f nay ist status in the 2020 Global Keys,your kno fe ffllr Travel Media Alliance C rr rfretiboin for "Connect &Protect." tect." and understaof 1� ) an rsrn WIrna e ` l��a Agency personnel have extensive experience„ are ewtrernely an wrcr fNe ski led in prodtjclng news and saocW media content„ and have u��nrrC"fit 1��� fo excellent distribution generating positive cowerafe r all nroedivamns. This rs cr°ideal iistribion contacts" mac to to ;/' in tfwe Keys" because many ffr news organizations have scaled back dire to declining budgets, The result is that unless professionally produced journalisticalty 1 accepted words, imagery and sound are provided, most Heys 'flf" activities would not receive media coverage outside of tare destination.The ability to create and successfully place news content is the backbone of the agency's pro r°ani for the TDC. Beyond that, the at„encys credibility and keen urnderstar6rwg of the reporting and editing needs of journalists have resulted in relationships that are inwralr.rable to,the destination, The agency also enjoys excellent relationships with Keys tourism industry members„ Visit f`lo6da tourism offrcWs„ other travel industry organizations and local, state and federal law enfLocernent„ health and emergency rrianagement officials. • Stuart Newman„Associates„ Inc. d/bra ffewwmanPR, rs a Rorrda corporation. Owners are Andrew A. Newman( C percent)and Poland W, 'Buick" Banks H1 0 C percent). Officers:Andrew A, Newman,; President.„ Cecretar Treasuarer Polarud W, Banks Ills„ Serwiior Vice;President * The company, under its,present;narne and previous nan"ies, has operated a public retations marketing agency„ under the same ,r family ownership and rrnanagement, providing public irelations services specified irr the RFP for wre than 75 years. The convany has operated under its current nar e for more tharp 35 years.. — 65 ^ Section 2. References HoUan d America lens IN N. Seattle WA 98119 450 Third Avenue West Erik Elvejord, Director, Public RelatIMIS 425-501-7236, e I jordaP,,,I,ilollan,dariiieirica, iI Client since 1992, yy Outside u6dnr irelaitions,agency providing whfing of releases, I � !� O d rm rr �„production co r n td n„ soclail niedia, riews photography, r~rrsdv communications, media di„m ont ct armed other i,o ( services. I ear try d� , �� An Tham purr j help' Costa�� Cr u ro irm Costa Cruise Ili 66 S ° 1 5 'uAvenue, Suite 1 ingpr Zee ° Penitwoke Pines, L 33027 Chief Meteack0st "Good Mornag ", ilJ Rio ARC News �dllg� Scott Knutson, V�ce Presiderit, SMes and Marketing 305-406-5464, knutson4uscosta.ft Bent wice 2011. utside public redabons agency providing whfing of r d anises, initert projects, rurrsds communications, meldia contacts and other serivices, Carnival Foundation 3655 NW 87th Avenue Miami, FL 33178 car mruvrudffruinndrmtiori.com Linda d CoH, Executive Dr rune 305-406-5777 Client since 2012, Outside public r d tr ems agency providing a,variety of services, including press release writing, website oversight, social media rnanagervient, copy uuvri iium6 and other services. Monroe County Tourist Developnient C uuru dd Key West, FL StaceyMitchell„ Director dirut seance 1982. „ Mariage&bar progr rn providing a widlevariety of:s, rvir r incduding produc6on of rnedia umm t rr dry„ wiebsite oversight, r„rwvp d rnedia rmm nagernent, copy wrifing, crisrs v m�mrmm ni to „ inter- governmental r0 tnons and mruor „ — 66 — Sedon 3. Client Inform at Monroe Counly Tourist DeveBopnn nt CouncR,the o nna� destination rnarketing narKarnreatuorro for the Florida Kays West, For more than 41 years, provider of a Mde range of public rnWnorns n iarfrntun ,services, operation of Rornda Keys News Bureau and producer of award-winning PLItAiCity programs arntarnationa0 „ nafionaffy and statarda. „ R"toHand Arvierica Une, bongest operating U.S.-based crims rno�n the world. Outside public r6ations provr&ng wrAing of a releases„video news prodr tion coordination, so6al media, news w a Y photography, crisis commUnications, nnodla co ac�t:s and other ern services. �Xws wsa ^w r s Xe f�i//, n�� a� ww � �� ,costa Cruises, European cruise fine, Outside pole:rolaborns ddeww ,� � f�� agencyprawudng writing of releases, nrutrnnat projects, rrnrna mw w ur '� % communications„ nnodua contacts and rather services. C v4sbars own b)Largest private sector current accounts; Holland America tame. Prpbfic rolatlouns including vffitln „ video w u a sir novas production coor6nation, press events, social media, crisis cornmunications, media contacts and other sorvlc�os. 0 Clients rolatvo to the geographic area of Monroe County„ Florida: Monroe County Tourist Devebpnierft COW161, For more ln� ; than 41, years, proved r of a wide range at public relations rnarketing services, operation of F urlda Keys News Bureau arid producer,of award-Mining pnubhcrty programs s 4iternationaRy, nationally and statowvado. dy Conflict of interest statannuant The agency has no conflicts between Monroe County and existing accounts and will nnau ntaln that lack of conflict rf awarded a confinuing contract by Monroe County, im. — 67 — and Bookkeeping Procedures i f Clonfidenfial fOn ancW tat non nrts have been emailed rrurf p nde nfl to oln,i,,b.b.u,d-sC,mon,ropcloti,w,gQv. b)All accounting„for Ib0lkig purposes„ �s performed in-house, 0 NewrnanPR has proven abRity to respond d to v rrnmmnt purchase order:„as exempkfied by its experience in fuffiHing such n prn�r nr nfs by Monroe County, Fla,, since 1980, as weH as c r r domestic and foreign government agencies, m aaia�sv ," �; rfk hwcnc s used in Nfling of services for the TDC wfll nckide wlB9 � m documentation and backup of any au wcrdz d r mbuf sen,ient Monroe C %' r ft r s and wfll follow metlrodotlogy previotjsAy approved by, or to be amended by, t�he Monroe FWida,finance disMufev f �a, i% are billed at actualcost and area riot"marked up*cf�nc dExpenses i z of Credft References Outreach., Afilfty PR Solutions t.L one of Me WgefieW park„ NJ 07660 Digital Wand nd Media I_f. 516 WhiteStreet Kerr West, FL 33040 303-393-0,670 Phrit Farm, Inc. 3511 NW 74 Avenue Miami„ FL 33122 305-592-2895 � ry 4 - hX - �, a mh wl�^W ura TO m 114w Med A�moMMmwN.�a*I�7aM"LY ram,w,rarn nuw.i uua.aa DO viol, Mwr)i 9,2.022 i sk is Stuwt Nawwwranaauv Assodades,dne. To,Whoew ua May Conn: leadershp for�N �� �" �j Wdh reference to Ow 2020 and d 2021 R4scM y arry for our Oent,Stead Newnuin, Keys,N %jjl Assrow,ates,�nr�,:(the cra rpa ny),our fewer are three acocuntants and prep ws of ON r their Federal income tax returns,mruckMing rend va ordapapems for awe than 10 You ddvl DuiYeam,We do r*t prepare fxoa nciad statmuints,for Ovr cornpany,. r y soft �ff � o ttv ibers^d of our knv*Wdge 0 revenues and expenses s sutonfted to our,fwrnn by ';Yw'r pmnises �6,Girp i �' 0due c«arng:warmy have complied waffdu=u%6affe"¢d pracAices,and to our krmaMaxf, ,the visited! °` J f, 1 aonVauny has not beerw subjected to review by the Inlemad Rew nee SeMw Pwy d„wncerw ky yours, Jef(rwry L Weiss,CPA ��J�;I Ilpuu - 69 - i.bn �u Agency TDC Staff and Other Team Members Account a rvi r. Andy Newman, senior va p pres0ent, has s rvr cM the Hof 0a Keys tourisni;sector tot more than 41 years and su f1Cf sworn uduutuesfor more than ears He account rnvirdnrnp ieard wp � � has r.tpaire the communications cornnUttee for%st Fiorrwa Nce and Ilia a member of Soc Ietyf AmeNcan TravO Writers, �i pinch Outdoor Writers Ass ciat o n and Outdoor W titers of Arnnefta,Arnncsnp;Keys cnviic,duties, he is tnrnishhig a rnirneyear°terra as the a.p r/mkl&Keys toudsm repre'se d ve for he Rork) Keys s d'r rall Manne sari„ � 'arn � and /irrr1 dafarfe �r ' j / aatrrgyAIlryCCCQkrd, He � ip�ee@6rRrB 1980 rVQkkC to �'//°! groat vase rmsarna wrn ewltcr f tine R U nnver�sity of i'od a nen spaper, easvre.You do �, y/� a r* s evertor for the Miaft Beach Sun Reporter„ a ptuatrsir rrnaiist Beat thwgsfar for tUriite Press,Baterrnaturnrrai and spent three years with fWnarrufs CdBn ccrrrrnsnrnrty i lrfo,% ownerd•arr w peraderd dedevnsOn sdaddvrrr„WTVJ, d waerr Poldern j Curia '" a Serrtor Account Executive/Lower Keys and Key WestStringer: Reach vest Card winauupinanessy has Wed wrr they West for 40 years and ws a prroWernt �r writer and pin licist. he has worked with NewmanPR since 1998, first as a Flohda Keys&Key West correspondent/ FIR strnrnper and caurrerntdy&o as the Keys' senior account erecuutwve, Card was 35 years'eslpperrennce in tarurisrrn, l !" e6" erta0"rrPnernf and sirecnai event va"Ug and parindicity.The author of the no nfwrvUo n stnipvurecdu book°°tdMnp runtuo rddunry„,'rr ;g she also Nis been a staff writer and editor,for a variety of re.&rnai puutAcaticros. Copy editor//niirne Media Director: Buck Banks, NewmaunF'a "s sen&vice presiudernt„ has weer v 'tti ttne agency for rrncre than 28 years e has e ternsive enrp rwernce as a vuruter and editor of rnna a&es, business puuinkcatrarus and newspapers,am mg them the in-Mght i rrua asirres of USAr and U ndfeud Auriornes.in addition to covering both tine retail and whoiesade travei ururduustry for five,years as an assoOate editor cf ASTA Agency Management rnnaapa urne—the monthly puuNcaUo n of the American S piety of Tra vei Agents ime vu'a's cruise editor to three year's. Account Executive: Laura Myers is acccnurnt evecutNe for the Fbh da Keys&Key West,Mth resp asukadttres of wCu rnp runewwu ravers a prnarn ticns and press trrps for tine unique destination, ,She ns a seasoned faarrna hst Wth experience in travM trale and crunwse mapaar es,, newspaper, and teievisicsn. Law dn'as ; Weed nun Key West,workhip frir Reuters and other neufia„ covering cdaly wreairnrnp mews and features.i_aurra weicn s t, to SlKAL international%arrn6 and osciety of American Travei Writers, Sr* — 70 ^ ;; .. molds a a"helof of is de r"e fromowflisnar' Mate � �r and an editng certficate from Wversn r of Washington, Media Manager:Ashley Serrate, nnedia relations r'narna er fr .the nrida Keys rt both Gin-houseand agency a punt atonnse pe er et, uo to jo t inu e , .he r t . en ted PR can paw ns for varucars hosputaluty clients and was FF rr director for Miami's Jurn&Island. She coordInates, irdlvldual and group nnedra traps, facrlmtates media requests.arid manages specW nnedna events for the Keys. she has a bacheGor's degree Gin c mmarrnac aticpns trorn Roddaa MternaborW l,dnrversltyr. ".A .;; i 69� Media Manager:Sydney Coo responds to rnedua at NZvrrnn Mqururnes and interfaces wTi rntedaa outlets,coordinates to work . s yr unrdknduual and group rnnedra tr'itns,prepares and completety rate m ` /°% 6strfttes press, r0o aces rind manag es the TDCs mediaAsIgey was very pro l Mite. She also writes and ciSsennunates Keys related was abie to Problem conterut, dine holds a r'�aneGra of Parts degree un and nswv in a v� r �� y a manner.* Communications from Nova Southeastpin Umversfty, egaa khan a Web Editor and Upper-Middle Keys Stringer: JURe BOtteri raw a d, fi a he year Marathon residernt and serves as web edufor, souaG rneMa edutor and strun nr cove,rin die Upper and Mid&Keys, She ra am experienced diver and seasa ned freelance varlter, She has panbhshed r articles tln cruise„advpnturp travel and tfesd'ye a magazines„as wvell as authohng two trave,1 career y uuudebooks,. Gay Support� Key Wrst resident Greg, Trarketagencys omba us the contracted LGBTQ market nnedda spe0a%t He has worked in the trave9 and hospulatdy industry for over 30 years. OriginaRy from Cornrnectucrt he has uiveaud nn Key West for 18 years and G has wvorlred or,travelhed urn some d 5 Oerent.count,,ues, Tromba has earrned rriAtipde top U.S.-based travel consultant producer awards from k.ini lobe Travel USA, Financial Support: Sandy Campbell earnest a Bachelor of Accounting degree from Florida Internatuonad tdnlversit°y. She has runore than 25 years of accouunbrnt experience and dies been with the agency for alrnnost 12 years. She coorcdannaates hrlllhn for the,TD " account and interfaces with fn��cafal ofaeratiorns personrnel in both the TDC"and Monroe County finance offices. ^ 71 — �oCanadian PR Support For more than eight years,the agency has contracted YAth Toronto-based marketing agency LMA Communications to provide Keys representa'hon In Canada, Founded by Larry Mogolensky, L A is a full , service marketing communications agency with a 26- year,truck record of helping clients succeed.Among SFr company's client base is Visit Florida.LMNs contract ���� with N ewmanPr stipulates that time Keys are ff"re onty Florida destination management organization that L A can support, LMA!s president t director,nOzikizter is for t Canadian t aactreior of arts I Economics the Florida cmmurm Director o �! onorrmics from i"Suchan invibg an the Linlversity of waterloo.John excels Nn Integrated r �/� Place, �i�, ,i� marketing communications.Craving upon experience, (Am Grymak)"f canr t a 1 John quickly finds the optimal balance of digital and �� traditional communications solutions public relations„ c*e� f i �f event management and search marketing, ii>fose Grtp r Canadian Account Executive:Merry Crynmek has a Moss d malting degree and public relations certification, rho Jerry furthered his education with a Communication 1 Nor and Adverbsing Accredited Professional certification from the Institute of Communications Agencies.Jerry I a national wee president of time Travel Media Association �"l of Canada Canada's pre r travel association, He is a member of the Canadian Public relations society.United KingdomlEuropean PR Support 000000000000000000000000000i I For almost 17 years, NevdnanPR has contracted with United Kingdom - based putuilc relations agency K C to spearhead media kbcrelations efforts in time U.K.and Europe. Ki C Pr&Marketing is a boutique consultancy specializing In the international travel and tourism Industry.The agency was formed In 1998 by Kane Burgess-Craddy„who remains its owner and managing director", its principles of business are honesty,integrity,professionalism and trust,K C"s r"nission is to provide honest advice to clients and exceptional serMce. UX/Europa Account Supervisor: David Ezra Is KC's director of public relations and has 22 years" experience In travel and tourism Pr and marketing, representing destinations as diverse as Hong Kong and New England,as well as major tour operators and l airlines. He has been account supervisor for time Keys since 20�1 3, setting European strategy and overseeing the pan-European Pr effort. He holds a postgraduate lye diploma In media relations from Cardiff's prestigious Center for •~ .journalism studies„graduating with distinction. — 72 — U.K. Account Director: Betli Harvey has spent her oibre career�n r „ trowO PR,working with two separate s ecuMM o endes C eefore fououng LeaMng o pr t lr ro HoNdays,Mere she gampd PlGterrsrw"e Rohda eurerueulce and organized mcAe than 130 rurerNa vusfts to a range of destinations. k^osslooate about North Arrlehca and with erceflerut,nwha contacts (� and r0atroursMpNilrf ng s0s„ sake Decembef 2,,01 s �UI w6 s she Ihs r�er�e�o�rer'ti rl errter&st�e know of tC'Ge �fP oast cooruturusues s tare pdrut person for' FIR ochurutues tru the UX. and�rlsh markets, StrategicAdvisor: Agency founder and co-owner Kate l i BurgPss-Craddy worked ramie years for%rt FlMda and dote d 10 years for s ecla st tour c"tuer for TravO City Direct. �! effi cts Kate is know and respected 0 the Lt tr set Mduustry in Mat dw do,and MI and sent severe years as the ch rr of the Vsft USA can amems r oo f o �'�/%v/ �, � � I come fo�s ��/�� Association U.K, She was recognized y F leek as o c /(fl/1 rrtsorurreus serf' �1 f alias of ttre most rrufturertuu representatives MP tt. . work wdhfe Or Crrr due�, err° n Account n � cr Manager: o ess - �", rr"' rrri y �� i night f �� i conitAeted her stcMes at d t.lrrr ersuty of Stuttgart M tft 7 rr rim ed to aurtk h to start her career tact M tourism PR. she has headed tearrrs at rnuftle cMunich FIR agencies, reprpsenbng oauroerouus rrobooM 1 and lnteroaboru l hotM chains, touhst desdruotuorrs and lrru e enderut propertes.tfatto interfaces vrlth touurnarfusts„ estabfishes story angM es and cwrrtrnates fists, ubfizhig her extensive network to secure outstanding press coverage for the Florida Keys&Key West. Germany Account Assistant: ChNstane Bander has degree rn truusMespsu adrrunrhstraton„touurtsmn rr"uor°yeti 1 surest languages es from tfue Heidelberg hutern ttmunM rGSftlless Academy.She oversees the Mip�ernmitotuon 1 of the sac k rr')eMa Tsui for t°he Flocrdn keys„r"rrloruo es visual assets and draws up the niontMy dippMp reports,, — 73 ^- �N Section 6. Senfice capability to,,, Agency operates a � r � t � equipped�y administrative facilities peed professional eruo� rtfw Ngh-speed dm fad t'elec°onwrrwunrcations„ image/video transr mssron and bookkeeping faciftres in a modern, air.. conditioned bUilding with parMig and other amenities. State_. of•the-art desktop and laptop computers, provide everything required for the couswr unicat ns process, either in an office 'nvir nr ient or in the fetid, The"Afire is situated ki a secure brurldrng Mth an emergency generator and a mpact-resistant @ass„ One of the huiUn as owners, Accord Productions„ offers a comwmpdete wrmdeo,audro production facility r mth m "TAh a minute's wadk from the agency s headquarters. Office help f wmouce coa u�mmurmicatmons arid mnternet are achieved via a fiber connection. In addmfmonm ald of the agency's empdo ees have f"amsh a � a �' , ''l high-speed internet access in their honwes with personal Fie,id Producer computers. Andy Newman owns an dswmnouada residence with Thelyeathpff Ch a home office and high-speed internet and backup wireless � hotspot'w The agencys contracted Keys-teased affiliates, have home offices and high-speed Internet as well as backup wireless hotspots. b)Agency webslte Stuart Newman Associates: tteww 'mallnpr,pQgl o) Location The adenc "s headquarters are srtuatecd imm Ethan°mi at 2140 South Dixie Highway,„ Suite 2,09, TDC account supervisor Andy Newman rnzdrmtains a part-brae residence in dslamnorada, with high-speed internet service, frequently providing the agency a satellite offices. The TDC senior account executive resides in Key West and has been there for 40 ears, The contracted TDC web editor/Upper-Middle dies stringer has livered in Marathon for years. Both are egumpped ww th communications devices including high-speed internet, i, d) Documentation showing authorizabon to do business in the State of Florida Reproductions of the agenc "s business forms foddow on the next page. The agency is registered at ..w,sufmt� pf° , Document number ius 610194, e Representation statement If awarded the contract, tfie agency agrees not to represent new towuhswVdestination clients Mhoumf time approval of the Monroe County Tourist Development ouncim. — 74 — ucdwasrea* Fob uk22 STUART��"9dAW Aa�HYGO�d?eT' i.U�+�". 6242278762Caw fc4nom p Plum of s c;, r AS M", IN ,,lm r Nth and madu,vmmc of OaO Am wrek: t iIlev bM AWUQM,MWA NO 011,11An100, I� 111loll Isl�4 w,a,met As MII"Iv ma%',6Jat 9// m��muw vAswr+�ro�vw :owiw ry ri OftwM 6004 coca u / �cewmwn wAaAwam AAM,A!NN.Nuak. 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The annual foe WH pia the adn'*iVstratvp.costs f .all staff and a rcement s mices by thp PITY0&t b) RMrtibursement pendituro&; Thra pubbc rppatl� rus agency uO IM reprurbulra d for aH aatuuap a parusps ufucuurr d!to,rReMal rruatprpaf u postage, shipping,Uppkig sfrrranr fp special eivent support, resparch,arapauta rrMntaruanc , promotional them , seiri'vnears or Show regnstrabons, b-a pincya;rep,m nits, nutrwrtaMnim,alrrf of meirr2aq a broadcast support,, pholograipby, broadicast produchon, travel expenses ailId appf Otturrlr prOO t;S Of psrrdu OIJOIn materiMs to at alna necessary for pfra fr �J the fufrBpmient of tNs agreement and harp, baaru apprr'ri rf pry advarurca by r�ar� ar r thp 1 DC,according to onr&ap. CoulAy prr uar n aruit prrrfic4 d The frrlrru`s tra arrrta pmp tapapOIRIvi rurkation aarAcps are McWdiadl ar their violessional fees. armararua° ' "' raatfp try i� appra a your c) Compaur atu'aun v0H be dMaruas, d during rrrualllists°aaudu,aDNstW to Can ruunrcap pres4?,rtatur'ns ar(J a NiM decision Imad darft agrepment negobabons. a7ipmor',,tlr a of rid r gy i�� d) Mry s(j r bon from,Rpqupst for Piropa sap rcquirernents and Weraction betwee aidpr sentatuoft process way a constitutes a conirrrlfr ant pryr thin � r�trr �� 1G��1, � �fr papa ar r1�, � Monroe urn Touurmt Devehr ruvlrut C uururll or thp. County uurutH fur urrtaf�,, a reoraarut its agreed upon by both parties. i 76 Pe Sec i f� r iIften I ws � 0 ��i, lliwurm�buiurY r.mmaun Two rntnrnsro aspects of the FlOhda Revs are central to the Oand chains endwurind appeal eall to visutors: their nrnfraraiReled natmurani environment amid their easygoing„ ICa�rddack way f life, ft ewwnnaunRR is chosen to continue as die Keys"Rndfro relAon^s agency of record„ efforts wifl Itnwurld upon the responsible promotion of those tvwo fuundanien it attributes,pared with advoCK Y for ttneNir �l°Ii i�lillu r�IY�d Ylhf'tiW ongoing protecfion. �e in this wwaythe agency vntt dedicate its extensive knowledge and i/ understanding of the Florida Keys&they West to preservo,ig both o a a residents'tmruawi wwd� ,� tiro .�" Rrnw�r rndurstn of touuri��unn and r„e��irferwt,�" quuaNry of iife, n howvnua rn �i has t �� u % s in its arNnrnost 4 -year tenure of working on beinall of the r � gat wn> fo ; ever t vm Keys, NewrnanPR wiIIB focus efforts to ble n fit the d sbriaWn oil she's bpen mainnstrearn,m„ ondirne and sooaraN r'ned1jai and accredrted Influencers, While f11w as WeR as, diirect-to-consrunner,wetusrte and social media wme# to Communications through tine Keys e stalblisiied channels. In A ra vestf.. � raf°"� a�Ctiivitres the ageincy will sdrive to continue its long track record � uarso and of seWnnd positive nnedra exposure for t1w Keys that is vaNuued at many dines the C's PR turomotionall tnoudRet, While a nu miler of concepts and initiatives are suggested in this document, tNne a enoys nftirnate Creative strategy wwfl1i be based on goals and oblectrves developed Iby the TDB:and conceived to work in synergy with overall dlestlnation marketing strategies. In general, the agency MH promote the Revs as a prince vacation getaway that dellivers bight tangible and intang6le value, a place to enfo genn.rrne and nnennorallvle e fnerienres that oarl't be found anywhere else„ and a location where vrsitor's oar)emrpenence one.. of-a- rid ernvironrnentaul and Irfestyle featmures, forge a meaningful connection to both and join in residents"connmrt ent to protect and preserve those elements. Nn its outreach to wiedia,and consr,runfuers, NewmanPR wvufN w1wk to increase awareness of the unique rnatrure and diverse attractions of each of the Keys' five districts, as well as the isUnd amain as a whole, Vertical-mairket efforts targeting dive. fishing and cultural travellers also,Mli be am priority, as will initiatives targeturng LGBT traveNens, lewwnnn nRR believes that a deep farnilioanty worth the Kegs a t*° particiularly given their geographical spread„ distinctions in districts identities and rfmverse range of rniart,et appeals. is vital ni corn uunrcating an atitlienfic,and accurate linage of the destination w to media and th16r aaudrerloes, The account wvimNN be spearheaded � 77 — ........................... by Senior team members who are either fu�Ri e„ part-t mme or past residents of the island charm„ and seasoned Keys-based "stringers" or correspondents who cover events and visitor-related news stories un 0 five dmstructs,. Such hands-on farnllraruty ls not only essential in gathering and conveying factuM information to phrit„ broadcast, online and socW rne6a and n is atrustworthy,ncer equally valuable In assuring media that the 7 source of authentic knowledge and assistance. mr i�'d Similarly, as travel decisions are lncreasln ly influenced by peer. driven social media and word•of-nmourth corrmummunlcabons„ rot is more important than ever for consumer-directed messaging to resound parer�ps � ro U with authenticity and a genuine understanding of the island chain. ea mslred and bus' i�� During more than four decades of service as the TDC's ices lie yaa�e yi/ i% part dens fmrturre of ems !��I, public regabon^s hrrrm„ NewmanPR has been rnotrvated by a profess � longstanding and focused dedication to the Florida Keys as m�� �S��l% Manuel Smitht both an internationally renowned vacation destination and a f'reelarmce chain of authentic close-knit communities, the agency will utilize „ - its strongly estabished network of contacts across the media spectrum---as well as its established social media channels directly targeting travel consumers—to confmnue maximizing communication of the Keys unparalleled natural world„ unique lifestyle„ sustainable focus and attriNtes that appeal to dow esfic and international visitors. Objectives c tither'. L To focus on sustainable tourism,the Florida Keys'way of life and market uniqueness while prommmoting,the tangible and intangible value of a Keys vacation, . To bokiter time Keys"image as a vacation venue where Asitors can enjoy relaxing„ nmean6ng4r l and emnperienti l activities that foster personal connections to a gene culture, communfty arid life style. . To promote the(Florida Keys &Key West st to high-value geographic and demographic market segments identified by TDiC research. g, To use Fg strategies to position ffine Keys as one destination, while also cormmmmmunm cafing the diverse identities and affractlons of each of the five districts. . To promote the destination's longstanding heritage of diversity and acceptance to both dommmestic and internationM LGB'TQ markets, . 78 — I`1 ... .. .. .,. . To develop and implement proniotiona&concepts that )/ balance attracting responsNe tou hsrri with uphoddrng Keys residents quality of life. . To cordinue targeting specuagy and nkhe markets includin art and cu ure„ diving and sport fishing„ wedding and brine g. To increase awareness and enhance the image of Florida Keys specW events and attraeaions. uer� . To continue emphasizing darect-toisonsumer communications through the Keys" st�rong existing social media platforms„ develop additional social charanegs as they emerge and rna n a4i sngnfficant outreach t ruara kd t !i rmiinstrearn rne6a. recerwed 179 fodil. in tire frst % 10.1"d target international markets in Canada„the LIX and days Ireland„the Germanic coruntrdes and other.European rruazing Ben l sfatwt orrratmd�ris tU�� markets when appropriate tEirouugh afgPdatioris wkh j ��irr7 ����� contractedU.K., German and Canadian PR firms. t I Jo swiftly tl launch arid exeCLAe a rr Ultdac t d PR chs�s l atarrrerad fde management program during any significant emergency go7 % situation that arises. Overvr ewa NewnianPR plans to iniplenient a carefully crafted public relations . ; program as an integrated facet of the T "s annual marketing plan. The program wild promote the Florida Keys as a whole„ spotlight the unique i derlifies and attributes of each district, heighten understanding of the Keys'unique environmental resources and may of We wrhrde encouraging their protection„ arid foster increased awareness of elernents and offerings that appeal to targeted traveler groups and demographics, s wweH as carrying out programs each year that,further the Tt g$s annual goads and oblectives„ I ewwmanPR wiH also practice responsive ardaptabOity, recognizing and capitalizing on eriiergarig olrportunitdes to enhance the visibRity and positive reputation of the destination, s in fire Bast rneasauralade goals and a detailed calendar of PR actawrities will be created to accompany each fiscal year's comprehensive plan. Primary ongoing activities will 4ickide; „ 1. Creating print„ photography„ video and social'Keys travel content— some focusing on elements of the overaild destination and some on specific district attnhutes„ attractions arid events that advances destination — 79 ^ goals, and dlntrminuuitrnd it to m`mna instream r'rn u�m a targeted influencers and dl g nrn�M and travel nirmrnswrmnnnrs diii,ectly via social media chanin6s. 2 Providlrug pnrs n lhz d assist�ance t g wurnali ts„ bloggers, broadcast producfion crews, and qualified social media Irufturrnu:, rs srmnlm as srmgllrrwg story topics, setting mina Imrt roewwms, developing itin rarles to meet spe6fic rn"r dire r dnstin bon goals, supIplying Irnna Ins and video, and prW6ng llogintunal nand wanner support. m . Arr n mrnd and f Alit tind undi iduual and smalls group, media research truce to the Keys for u;lu afiff d dor n stln arid int rmn tlorral G uurriahst�s, bloggers and social media Itmm� u f influencers. sit �� tlmn end ��rgp� exc6d to Oiare,even d: Crafting and distributing messaging that promotes tlln u mre FRES Wand chain as a clahesiveentity, andmessaging that Keys a to M r � Inidhhghtn the individual aftnbutes, attractu urn wad event remarkable aid as son r i% that help dve rn each distract. Who'sn u " ,'n 5, Maxim of mad rutrin rahon of direct-to- ransuunn r social rnn rfiia n r �ru un channels sluuah as wncwnllOok, Instagiam, Twitter, You Tina ,, TikTok and others to distribute brre,,ly and tt mnta rn-getting photography, nrini-video, rniage and event-related event-relatedi Keys content, 'To provide optimalexposure for the destination, the agency will arelationships ° maintain end �cnr strong r h its s r r l t�i rn his with tr dhr me l media, tul gars crud qualified d i n nu.i r s„ engage in vigorous use of to lm l-red social media and mobile autr nr°h„ and t ike advantage of emerging dir r.t-t -consuurrnner outlets as warranted, I l afar, m: uuinI,, „rn, Urid r the durrnntlrurn of an agency president wmmfnwn is a part-time Upper Keys resident and has more than 41 years' experience Vnmth the account, INN rruanlPR's pubhc relnbons prograrn wfl1 be carned Gaut by un t ar n possessing firsthand personal knowIledge of and apprelci tummn for the desbnation, That Keys knowtedge, developed during the agency's four. decade tenure of promoting the usl rnd chain, is n vital asset in nnnninnnmmcatfn in prat , autheribc crud convmn6ng mesa ung to representatives across the nn dia spectrum, It is equaRy ur nfnrrrtiwit in I hornnst„ reliable and rn ru rnn rnt-wwortln a loll rrn dlrn To reach today`travelers who seek auuth rntln and otitside-the- niairistrearn offerings acrid encourage th r°nu to experi nrrr and respect the Keys'environmerft and lrf st e, rnessaging must . . r scrnate with genwrie unsights and ha ndss on awareness of the — 80 offerings, environment and lifestoe. Most senior members of the domestic Keys tearau are either current or former residents of the Rorida Keys&Key West. Their i o deep-rooted omaderstaradmuad of the island chain, established local e of'how work" enable them to network and maaawuiedd� � t9rmaa create not host effective corarnu nm catwons„ but also connections between stakeholders to benefit the destination, As h eel as the � agency par°esr enat revm umsly mentioned,the Learn ar Key Wiest resident who is the senior account eurecuuttve and correspondent for the Lower Keys and Key t restw a 8-year Marathon resident who is wwegsite editor„ social media director amid correspondent cover,mmwd the Upper and Middle Keysw an account executive who is a former six year Key West resident support has heked and covered the re ion for a maaapor mrrternafmonal newswire service; i% the,awareness Offt and an LGBT media r6 tion spe a li t who i an l e m lie ae f` „��/ ss al d otda ` °/% West resident. Taos for ouu d J/' hefpu s0h6ae � ' Gven increasingconcerns agouti gaiancmg tourism wuith Keys fmdgt a a ,�, tarries" ���U locals" quality of life, senior staffers"fiondderM residence ima Bernieur d avh"'„rrr the island chain is an unpaaratieted advantage, Because of it, f rde l u l NewmanPR is able to develop promotional strategies and direcbora not dust from the perspective of public relations professionals, but also as individuals who value the Keys lifestyle so highly they have chosen to make it their own. Two additional tearaa members maae6a managers and social media spaeciahsts take frequent getaway trips to the Keys and have extensive personal knowledge of locap tourism off erurads. The teams"s in-Keys personnel are cm hand at adi tiimaaesry to maximize story coverage opportunities within their districts, provide trustworthy paersouaHzed assistance to rmaairastrearn and social media representatives, assist broadcast production crews shooting travel segments or features in the Keys, cover locap and spot news events,, attend Disthct Advisory Committee meetings and tdmaugreiia Corram°rrittee meetings, and fu ffilp other important aspects of each year's puumglic relations pour, Ro.°Ao uo a Keys News B(,i eau.0 During, ffewwraaanPR's tenure with the Keys„ much of its agility to generate significant positive coverage has resulted from,dairunnd and maa�aintamni ig the trust of established print, broadcast and rurnfine media oauutlets, as wreilU as qualified social rnedua infimuencers. Many years alum,the a enc estab4sheid the Rorrdua Keys News Bureau on gelhalff of the destination to fuuUfull the ccntemat. recturrermaents of a wide range of rne6a. Staffed by the agency's Keys PR team maaermagers, the bureau — 81 ^ serves as a valued resource for both nralnstrearn and nontraditional media, Over the years it has becorne a trusted provider of rnaterdal for national and international newspapers' print ftital � newswire services, national and rruterratora television and networks and tdrelr digital editions„ notable Woggers and Ieadln f onHne and socual media I outlets. The Keys learn directs,the news bureaus contracted professionals to create"spot"news rsuaaterlals that exceed the highest print„ broadcast and onfine rne6a standards, The Florida Keys News Bureau has a reputation for antrclluabn ,,.. 1 with r ed a and adhering In,do strict p6nc pies of tru�rtludulne s and t� working collal d,�sust wv�a "' ' s� You transparency.This b resulted rm ¢urrprmElr� er�q r �atrusmps oda�r f l� ,; and,therefore„ ongoing widespread coverage for the destination, cotudddWtif t ;j NewnianPR will carry on operating the news bureau to benefit Withall; u you ire A f�f a drearru to, ork the Keys through spot rue s stories,w hewever warranted„ ����>>��, %w distributing there to re ionM, n tjonM and internabona@ rnedia and to accredited social media ouflets that can provide"real-time" message transmission direct ^to consumers. t lnether focusing on unique special events positive environmental �� � , activities such as turtle releases or coral restoration, news happenings such as the reopening of the Old Seven We Bridge or unforeseen aupp rtuuniftes, spot stories have proved to be extremety valuable in oncreasing pos„hive awruarerress of the Keys. For distribution, the agency will continue to use Its extensive" continually updated databases that contain thousands of records on mainstream print and orihne journalists, broadcast outl ets„ Noggers and social media Influencers with significant followings. Virtually all story and photography distribution Is accomplished digitally, and most broadcast distribution Is accomprshed by direct dlltal uploads to broadcast outlets" systems. t, 'aarta,rrfuaal IPUWk ; f`tel"ra oins hnibaurva,a, and Prcatr„ar"m', s in the past„ specific public relations cMtlatuves and programs to promote the Honda Keys&leyWest will be deternrlrued based on the TDBC's overall marketing dlrectlon and goals developed for each fiscal year. Given the T1 "s current objectives and recently revised mission staterrrent„ it Is anticipated that,for the foreseeable future„ such direction wvldl Involve safeguarding the Keys'tourism-based economy while f osterft Increased awareness of, respect for and protection of the natural environment and way of life. ... The following n suggested programs and actr wtdes are to be further explored, developed and implemented to benefit the island chain. — 82 — Focus on OTT Outreach: "Discover the Florida Keys" Dedicated Streaming Channel awareness r gr for the Keys is very to with � mandates lftn internationaland �a� oorrnnd Fao ocAne, it is orruouatl to roaold as gtobM audience and tee the do.alrnatron s story� The future of long-form content consumption and message cornmunicating is strongly anticipated to be through the straan,oing f' LLT ( wuar The Top)nrodoll. Research Indicates that in the Mara"tda quarter of:2020, viewers across than gdodo spent dfd bullion hours using vdrao streaming axapapas,on mohaddsa dawwuoas. Streaniing 017 dotluwnors naasssaa os and stories directly to the end uuser, bypassing tradtuonal broadcast ayn diuoatrouu and oaaNe., rd�nrnottown �,�, distrrltuntron. Furthermore, recent studies have shaownro that niche PaIrDnizig,but( fir' ii stroarnatn ;content is in demand now rnora than over before. ssh r u hill for "%�///, 0 d study d Antenna Consuodtung found that niche strra�aarnaun a�pa�s�l a�raot�a , �,,, y sn ill it��nr� i%G sorwraooas have grown at�alra anarVLnaap rats of � �� ua"� r the iast t"'4 adw)F trre `info.* ,h�l� years nuora than double the�t b �� "big" rate rt the Laura Ply, ��rl' st,iroanaors Fr rah � a� 1 Td°gas overall user experience on streaming de0c s such as RoFu, patio and Amazons Fire makes opt easier for viewers to fired spaoon o OTT channels to watch what they want when they want. C,arofol curating content and strategically setting it up for defivery divas fp desturunhi uas are auln aaraUetl dl new avenue to(reach th61r target v audience, NewrnanPR plans to work wawhtti t"rawwford Entertaarnna nt„ creator,,-, of their own successful Diiscovei Florida Channel that debuted un 2015,, to develop and lann�olii an OTT ohaw°ainnoh provisionalify named Dr5cowuor the Florida Keys Chanried. Existing content wawadd be oarruafunddy cur"atod from CravAord Entertainnaont"s fdwwo one-hour Fdorrdra Keys broadcast specials, produced un cond uxbon Mthm NewnianPR, unolu un "tlslaind o psdn : (Florida Kays' and"Hohda sways: ProtectingParadise," araod 15 trahf-hour episodes of Crawtord"s"How to Do Florida"that feature the Fhorildaa Keys &Kay West. The agency wwrudll allso seek rolatdoru�shul s wed other producers of suadtadalo Keys content, such as""George Powroronao's Wofld olf Sadtwwatar Fushrnng."° To further than success and growth of the channo,d and drrvo wwdowwnnslaufw, NewmanPR is to partner wwdhw Crawford Entortaauunnnont. to produce additional new original Keys-based viewing content, Than T ed is to retain owrwnarsdaupa of the ohaann 11 once tit ds established, as well as all copyrights, donaann UII Fs and d vOo or accounts for TV,web and n�riodrdo as pas, — 83 ^- Based on the rapid growth in the OTT streaming industry"the increase of"cord cutters" leaving traditional cable providers, and studies showing an uptick in niche stream ng content j consumption" the goal is to grown the Keys channel to an audience of more than 250,000 subscribers wwithki three years of its launch. Focus on Sustaining, Keyes Environment and Lifestyle:. *Connect & Protecir Evolution dwocatirig and promoting environmentaHy supportive actions is � a vital element of the Florida Keys' commitment to protecting the region"s natural resources. Four years ago NewnianPR addressed the demand for sustainatule options and experiences un travel by launching a"Connect &(protect" program that encouraged visitors IMb o 1 to diiscower and connect with the Keys unm que natural world and toy o n r fwi become motivated to help protest and preserve it. of the HeWgway Loo contest,'Your,Wiess -t ��� Overall, Connect Protect messaging provides en couragement nment ou "cation to dmo K l� g and tangible direction to help visitors make positive ec�c-activities and cwrr usruass is and D,ui ao t at "m rsc tod % iay�� irmaNle behaviors a facet of ireaningful and nienmoralmle gret�, �r� Vacations, Donna L Mardi Mark Based on ongoing TDC objectives and positive media and Sq s consumer response, the agency has continued and developed �rlr% Connect&Protect each year since its inception. 'wV iRe niaintaiiming f, ds central sustainatrility and environmmentai focus, time program has d�y been expanded to motivate travelers to experience and respect the Keys' unklue lifestyle as well. Time program has won acclairn for the TDC nmcluding two consecutive"Henry" awards the top honor in Visit Florida's annual Hagler T6urisrrm Awards Program - for time overall Connect Protect iniffative and it:s component 30-miMite l'dS teievision show„ "Florida Keysw Protecting Paradise," Over the years, elements of the initiative have included tfinerned group press trips, individual media visits wwitfm Connect&Protect ifinerariesm a themed Keys Traveler Magazine and dedicated thenmed issues of the Keys Traveler e-newsiletter, social media campaigns, creation of an eco-events 6rectory on the Keys" kacelsook page and an eco-events section of time fp keys.".pore wwehsite calendar„ production of time award-winning Toriida Keys: Protecting paradise"television specW, develop nr lerit of a To minect with Keys Cde%" wwehsite section, and rnonttwly"Stewards of time Keys"profiles of lirmca�l residents who share theiir passion for protecting the Keys" environment and,way of lde with wrisitors. ` Newwrrim 'enivisrons evdIving tf-me Connect& protect concept into a cornerstone of time Keys PR program- - an integral Pillar of time i^s6ancll chain's identity that is recognized by nmediia" consuniers and travel Professionals much bike"Cone As You Are," — 84 Efforts undd focus on groWng and developing Con ne t &. Protect through gh a carefully crafted rmbyear arts of rundtu trves, all rd slgrni rd to define the Keys as a vitaf vaicatl rn chloice for,the fw t-grow lrrg v sit or diernogiraphic that seeks en0rotimentallyresponsbe destinations wb genuine character, Wture and commun4i . To-the-point mes,sagi�ng wrrdtl be creat rd to present the Keys a a place offering unique rrnrdrrurnrn rural attractions and activities, wlifle also encouraging wr dt r' dmn-nrun rsd rn u n the bead fitestyle arid w 191� �Illl,p�� l rn''pr,f r�V ltw Culture. In this wwn m the agency ndd work to attract visitors who are looking for airthenfic sustaun&e experiences, show consideration andl respect for Uie Kees"envirrwrurr"u not and are rrrlrndfrud of the neeld "Our ri eal, y to preserve the island cfnnndrn's community he6tage, Keys was perfect d P t rntn l acbvrti s to furrttn r this nnnutu tr un lard .. Ors t ent of errs 41 travel rr t. Spearheading the d"DCapplication t rnn Florida's th'JAS to u U;�y firstdestination sign d t r t the nur of Tou l su Sarus �� Coahtdrarn, "wtru�rrn to W, r toward stable d future for , , tourism, thec dutdrurn is rnn nu dot� r8wnrnt to ru that , ywN' realize the necessAy for a tnurnrwd rnn rat d shift in the industry to r-meet the Reedis of rd stlunatio n COMmunitiles and their rnmr rnrun ruts, Guiding, rdrmrm ip ies incfude mifigating rdnn n t impacts, choosmg quaI4 over quantity arud protecbrig rutdru to rn�s' sense of place. Durnng the 2 2Il-2 sun d tll%" year, the ag,ericy investigated the requirerTients for to r runnnnrng a signatory and blefieves pnrocee dlrig will help dtt ru the Keys aniong leader dni sustarnable tourism,. 2, Designing and implementing a"Protect ct the Rorida Keys Passport," ru moble wrn rtrnr"passport'ort'that features ecol.. travel wnunrd sustainable experienc to dri' vacatiolners t increase th61r awareness, eruloyrnent and understanding of the K rw" rnatruir d world. t.d'tldi urn, an e-cornmerce travel technology p ,ritfor m such was Bandwango, the value-added passes s rain be offered free or for purchasie, rdunhv re d wwrd madd or text, and used td'nr nughwuut tdnie Keys wfth trackable resufts. Ong6ngp.urrannnruboin of these"passports"sp or°twu" l further enhance the rw and odi um's position as a rd s-tnrrrntdo n that wwdwndues sustainabilrty and Iresporisible travel. , Proposing the appnr drntrm Brut olf nn designated swnnstan in 'bMt representative ach District Advisory Co urucdd board. The DACs CUrrrently have website and advertising representatives that workwithi the agencies of record, � s, ofu ustrdrtw,�sustakiablity representative crrdl ad0se on messaging to support erivironmental events, acfivrties, olu ntourrism off enrigs and c puut rd proje,cts awruuthI n that rdlstrt t, — 85 ^ Adding a gust alnatalluty nnodum e to the Key plane Acaderny. The self-paced online training program features video- driven rnodu0es that educate and inform travel advisors, tour operators and meeting planners to help there better seH the Florida Kaye&Ke,y West, The racy suggests developing a,module that focuses on the Keys"unique environment, the importance of protectinf„it, ways group travelers can responsituly enjoy ft and voluntouurisrn opportunities for groups, 5. Produdng monthly e•ne sletter articles centered on i� local reconnrnendatnons," featuring select Keys resides showcasing aspects of the Keys way of fife and �s Oi%�� �i �n „ paired' dd su ggesbons for usutors cure how they 1'fv� ^�w i , can e penenc,e it. In add uo�n to providing tang 6le tips for", Own me a ���I, destination ftt is /l�/i� for travellers, tans effort also subfirninaHy encourages piously close ndent ucatrorn of Keys residents as arnonp the island chain"s, heart&et as of too�J����t valuable "natural resources,"" Tl*articles r-nay potentially met � owe,, j�/% a rnate fu "Stewards of the Keys" l newsletter pr s dre lteysw' and/or fwlo6sm ' ` %% y We ��att s 6. Explohng the feasibility of developing, a dedicated Horida Keys podcast to inform and entertain listeners with content amount the Keys' natural environment and way of icy life. Podcasting is growing rn popnularuty" and according to iy research by the So6ety of Armneikan Travel Whters, 6 of podcast lrstener s have an annual fuouselnolAd incorne of 75,000 or more. Content may include interviews with iocal residents on preserving the local Restyle and sharing it with visitors"thus enhancing tourism appeal, or with advocates of suustainabulrty such as"6teward s of theKeys." . Investigating a content-creation partnership with hTheE eot°aleYoufdeet( TPYM), a female-owned company that was estalallslned in 2012 to create and distribute content ennpinasi ung sustainable travel and lnuunna'n connection vwitfn an editorial focus on local people, places and purposes. NewrnanPR proposes investigating a partnership with the company to produce segments for its high-viewership offerings Uchaela"s Maps"and"Inspiration Statioin.m 6. Continuing to,develop and implement Connect&Protect pronnotuonal prograrns" content fix Mainstream and social rmnediiian and multifaceted nnedlla and consumer outreach N .. that emphasizes the Keys'wealth,of protected natnura areas, locals"dedication to amid care for the island claim's environnnent, aind ways visitors can positively,affect the Keys during their vacation experience, — 86 ^- Focus on Content Creation, VideoResource Ne nrnann " " priorities will ur�cl de am ongoing project to update ate and tnIfilcartl exparrd its existing fibrary of Keys video resources,with d nnar ic, fresh and comprehensive content. iParficulady for social miedia, the cam nsternt use of new and Nowengaging vide era content is easerrtual to increase,reach and engagement, nnnaxlhrrrice awareness of specifiic aspects of the Keys and support ort promotional nal pnro rarnns and objectives, The power of irnna nrna five vrdeo,�ri s cull media is perhaps beat Rlu trat d ttn recce s of IC^gewrn n"nPR's � i nn� h groundhog" hog" past To prornote the Keys arid their balmy"winter"weather on Groundhog Day 2022, the agency roncec arum produced uced ftI YoUalaW, a brief video on a conch h that fives nrn a ""touch tank"at Florida fourn aarW nw ,;;" R s „rpu arrnnrn�Enco unt ra,coming out of its shell and mi; �� � �� its hadow „ s groundhog og Prurms�nutawne lnnl chid, �ted rn work ivithr � ���� tlne Keys'Facebook page, the video went viral and, as of this 11 ° rntu�n „ had reached more thanraullllrnn people�� ernerated a�ca ire ���'���%� Sruarn U rl/ more ttan 13 midtion views and nearly 500,000,engagenients ram ; rnu.ur lberaunprecedented in the Keys'entire soc,ial median hnnstor , Originalup.-to date video offerings also are of phrnary importance to provide to media seeking Keys unufcnrruaatio n or conteunt„ visuaft cl'ernnoin trace the uraland chainn's appeal and attributes during rnnedia mr ssrcnrns and,travel shows, cornnpnlernuent crrlrnern't w elnsite news stcnirues and the weekly"„Keys Voices" Nog, and pnr Ode vignettes � for broadcast outlets including the Florida Keys OTT strearnnln channel describe Previously. The agency wnwnll continue spearheading the pnrodiucbo n of orlelo content ttnat covers aall districts of the Keys and supports stated marketing goals. Newman,PR proposies the crea,tiion of the following wuideo res" u,urce . t A fresh and ccnrnnparelneunspare library cnt once. to three- rnnrnrute sociaH,nedia style Aeos, to be shot ruling mobfle sinnnartpairocronnes (especially making use of new cinerriatic n, ern features), in first-piers un format width nnatwurA sou nr, Video content is to spnnntfight popular ular actrvities that none up the Florida Keys experience, as inrnclncated in the web site section btled"Things to Do in the Florida Keys," Topics may irnclrrde fnsN ng, diving and snor efing, wihd dMproN n encounters, kayak and pnaddletnrnard ecot urs, canal reef nestcrrattcnrn„ seafood and inftenous eateries„ adventure activities, food tours", creation of signature cocktails and 41 rii lnea„ museum vusrts, cultural experiences and a stroll ah and the Old Seven Mile Bhdge, The video 4brarry can — g7 — be used to populate time agency'-created'Florida Keys " TV" chaumnel on YouTu e" as well as bekig purposed for, lnstaKrarn Reels„ T1kTok, Faceookn Twitter and a return i of time"Video of theWeek"feature on time Keys"visitor weslte.Videos also can conmplenment wesarfe news stones and the weekly"Keys mces"°blog. . A mini-video series centered on local residents diving reconmrnendatuons of,aspects„ places or actuvutres to enrich visitors'vacations and appreciation for the Keys particularly those related to tfine emironrnent and way of life— and explalnft what matters most to then)about the Keys community,As in tie print series described ear°,lies' In this document,these Odeos would provide valuable uyot,r ter N "insider fipsft for travelers seeking autlrerrtic experiences, conhnuing encourage identification of Keys residents,as guides and all of nd�duf "��� 'ambassadors""to be respected„ and involve local residents COv aeop dv �� f/l � g We're away„ �tua ���r i .� partners lrm rnc�rea�mn visitor awareness of r°neanrn ul Promote e " �`„ � and sustainable experiences that don't mr�npact time local to ual esK � � ��r����; lty of life, Video dmstrituutlomm can be accomplished a ' the Keys„ high-follower ociau media channels, arriong add p other avenues„ as well as permodic"ally in time e-newsletter. In addutmon,the video series may be assembled into one. tt�T comprehensive long-form piece to be utilized by the TDC's sales teanm at travel shows and events. : , A new group of 60-de ree videos" including those of Dry Tortugas Rational Murk and time Ud Seven bile bridge and N eon Key experience, that cain provide a"virtual reality"exploration of elements of the Keys. Virtual reality is an lncreasln&popular form of travel marketing" employed In ways ranging from virtual"walk•throuugtus"of accornmodations to VFt tours of destinations. While the best virtual experience requires a VR headset„ d i degree videos can also provide a virtual experience, Existing ; degree videos on time Keys'youTube channel would be refreshed as wweH. 4, One new overall video that showcases,the most un'wpottar7t and apmpeallrud aspects of the entire Florida Keys and five district videos that visually present time highlights and will.. identified character of each district. The current versions of. these videol:s are anion T rs valuable Promotional assets and receive widespread exposure orill the Kees wellmsite N aniong other drstrrt utmon avenues, However, evolving offerings irmm the island chain" ais well as immnovabons lum video §hootuind and editing technollody, necessitate creating new wdeos to best represent the(Florida Keys to,all audiences. . 88 — lum addition, as previously emoted, NevwummaanPIR's Florida Keys News Bureau vwilli continue to produce spat widen news packages whenever warranted and distribute them to the appropriate social media orutlets,broadcast crud online venues d accredited mile much of time video cord umt outlined above will be prodruced by locally sourced Keys-based prolessioru i wmdeo r phers, licensed drone pilots and seasoned underwater, shooters, aall members of theagency's in-house and in-Keys socdl rume6 a tearm'm are to regularly cultivate, shoot and edit video content, s the T „s pmahldc relations dency,of record„ ewdr anP,R has cordsct f' focused on marketing the Keys to rrmaaiumstreaaumm waac«atmoumers, ddwsttst f d ,�i but also promotes aspects of time ishnd chain that appeal to 0 d dud suro rya mmr ��,�% variety of� speciolized and niche t:raaweler�markets. The agency done cr�er� � hwe wren target pecd"mc demographic and geographic markets ets . and refle�chn of fm�mt� j frormm mainstream to specialized based on time TD s market Pasta Pan evm ,,"„r,/ research. ® Attracting travelers who seek sustainable options and ecolorurisrmm d srrm rdyf 'l!,rf activitues is pararmmorrumt„ based on both the essential need to yy /% protect the Keys' natural environment and the incre srumd role of crust inab ity rum motivating vacation dec►sronsw f other, market segments vwill he pursued because attributes of r the oweraaH Keys tut their expressed travel needs or preferences, and some are typically targeted to"grow"travel for one or r nore corm Ngdau l districts,. While messag4ig vwili be adapted depermdirmd on spe6ftc market segment, importance across all segments and H be placed on time Keys vacation as o relaxing, memorable, denUine and enrichirm , expehence Mth a lasting intarw&le vaaulrue—,one that is set against the backdrop of an unparalleled natural environment, Potential target segments rnclrude„ darut are not lirmmited to: . t. o-toaurisrmm„ volmuntorarisumm and suustarruaalale travel y. Soft-adventure l GBT g. Culture, art and heritage . Sportfvshlrug 6 living and srmrurlv6ng r, y"rulinaary M a . l_ruxrury 89 ^- 9. e tirnatiern wedding and honeymoon 1O.Meet:irng and incentive I 1,WeRiess anid ecrroclr �w,ri 12.Fanifly and niultjgenerabonad While messaging that pr rmci�tes One entire Florida keys is a vitad c isuu mmnerit of a resporisiblie PR IpWi, it must be paired with effort.�u to approprlately posifilon and promote each I Keys distrrct. Each d u drstrilct ciuimtrid uutes to the isfanud cha4n's overall aulunpea, yet also offers uuunn uue attributes and attractions of interest to ai w ide range of market et segments, icr Your ace�� '� The agencys correspondents rm the du er/Mndldle Ide . and ILm er rr anging Florida e � � ' �! ey s/fey West w1l wcA closely w ftdn local contacts rid industry know, t� d reresertatives in their respective dstriclr to assist in Iproviding West,in amu'r„a. j>J�ih uulppo to iedie i �uurdl imflierrcers on individual story-gathering berms bwed re for'sht ;%',°;°� trips, Correspondents also will identify arid produce area features and spot news reports that provide positive coverage for the tdn rrt tlrii u t l " district, i� dru addition to fostering positive awareness of the Florida eyas , a whole le the agency wA par mnmte the genuine attractions l t each, Keys district to rirn iristreaiu"m arid targeted niche market miedia, The agency,41H use a carefully crafted combination of messaging that spotlights he activities and appeals,centrA to eacti�district's self'-selected nderitity wwwitdnnrn the cohe rwre n e tnrr lion. For eiva nipleKey Largo can be strowcased for its Eve and snorkeling excellence, is[amorada tier its fishiing arid art and CUlinary scene, ar tlioru to its family arid boating p~up,ea,,l and Old Seven stile Bridge, li Pine&the Lower Keys for ecotourri aria and mwmtt adverntuire activities,, and Key Wert for its arts and cuidtuura 1, culinary, watersports and IL 'TQ facet:mw. lir addition, the agency will shoo wwrc se and reinforce the unique o aspects is of each district through a d'wan,ce pnrrurnotiiuirr and spot news coverage ot triune udiaitriict' rniou st ur unidtcarrt aupueciel events. Like its support for indivw dura l districts„ Newn'ianPR plans to provide pnubkc relations a PPOrt true flue cultural, dive and tiiclluiu"n umbrellas, e pneruudlinyear-round efforts to raise awareness res of: each urbrela'sTO -tunded events, programs, rt offerings t both p^ a wyJ consunier tiu6eiaTs,90 M t"',,nMI i�. ��a�,KS NewmanPR will urnntul rae nt an aggressive rogr nm of securing Gi credited niedia with str mug p t ruts l to benefit the IR arird Keys& Key West Targets for visit.s niclude representabves of rnn umnstreanrnn n1ledia outlets, online and midbile travel Pubfications, .����„ blog s with a strong edut rianl focus, qualified high-reach socr al media inntlru nnru rrn and other venues that can increase positrw awareness of the destination, The agency's proprietary network of c ont acts in alll rn,edia genres is a rn gait asset to the Keys„ and the database is rngaul irll updated!are niew outlets and contacts are identified as appropirUantr I'Ahulcandidates for communicating rorntuwr; unit rrnna�tnrorn, r&warrt�I 1 � 1 qedUwu wnulU be selected baid on the objertives and drnnrapuns, rnr for nrnwnu� u wn thegr estabfished in the TDC markefingplan, and n the geograpiNc ut was nny areas identified by TDC research as st,cmignor+ and booking at Ployffiew w %/ markets. a in recent war , co ntuunnu d aipha is ww0l t� placed of n arms U r a tr�mu � individual visits. 'l But nuww' ° l�w rot rr; Before arrwrnrngin ,<cconnrirn datirnns or xp nding wntun it tunresources, agency ncy staff rrn nnnb rrr will research and qualify a U trip, / rnun rt a representatives not previously kno� wn n,to NewrnanPR, with evaluation bared on elemerrts ranging tr rnn social nie,16a reach and engagernent to publication 6rmuulatirurn, PR expense'Uuurnrlind ww 4l be budgeted for high-reach irntlau rnc r' who seek conrpensation from destinatioris for their visits andl coverage. Paying co nnpern abo n is now an common PR practice, and past coHaborrations wwdh caretufly selected irndiwndnuan s have, r suult d in si nutn aunt posifive coverage of the Keys, All nnw:dia representatives will be strongly encouraged to promote the destination's website in th6r anrtic: es or posts, ais well as USi ng predeterminied can ripaig,n or triru-s l utim, I ashtags when appropriate. Individual u i t rch"gips I wwmarr S will direst significant resources toward assisting doirnestic Print, onfirre and dir aid apt journalists, tuln g rs and leading lnfluenceirs ori individual trlp . As well as bekid preferred Iby conternporary median *oto wwisitrw are vahiable in t r s of current promotional objectives. Media rnn rmrnb rs visiting on th6r awn tt rn prefer rift-the4) at n attn exploration, tend to interact rnore freely w rttn coca l residents and can trim their own connection to dune d stiunati rn, In tartp given the statistical grovAh of solo,travew —for examplej, 9'%of 2022 tnookirgs on CrnrntW, leaders in planning,experiences — 91 ^- for rrmddd rwr W and Derr 2 trav d r, are for solo tripes rtreach MI be ver opurrd to exp[ore co0aborations urmuth s6lo tr M rrwdturrurr:ru. assistance individual visits may f � n �t Agencyh � �rti itineraries t � rt story needs d � atiwr rrudtir tives, arranging co mup durrr rmt ry or reducied-rate lo,dging when prrrrsrbll ,l providling fogiistar d support, setting up hrrt rv"ews and rneetings,Mth selected local residents r ver n on-sfte escort in orgsy n C m �"re � ps� � trr���p ;��kr�rurtp.� pr�p„ � r �rr�rp��t�rr�:„�u �r��p�ru�r,� r niore easffy ableto pmrovii dl reduced-rate or complimientary roorrca for ii r drduusM wrnsi s than theygroup are ter r trn r�„ a focus onfor your work tra g fo�� r r9 r undkAdu al media benefits their proip rties as weH. tt„wuw s Cay and its rrGiroup Familiarization Tours rr ji Mbots on the NBC V"k rile rrmdu h ur p media visits are expected to predominate in the staff. tbi�w pax r r near furturr , rou visits wild r�rarro in �p� cd �c dru 't rmaP s �� , best* � °�,� Particullarly for drutrrutiwmad media. Participants are ttrncadd tmosen to rm~rr;dude a well-tar,geted blend of leading rint, broadcast and, online!Journalists, bloggers andl qua4fied odd rim rdu influencers. . Group rnedia research tutus W11 be designed to emppm size elements, that support time fiscal year's stat ld marketing focus, s, foster pwrrairrir td n for all five districts and feature actiwrdtd s 81ii1 that encourage understanding an d protection of the Keys" eirm dir rurmi rrrt d ruches and c rnimuurm r „curdturral heritage. �u Trip dtdn r rd s wudd rrrcllude meetings m^w4h hitriguing local r sdrd rrtrr and "Stewards,of tfie eye"willing to sharetheir personal dry iu dot Mo t[te Oanid chain, This MR serve to chance time authienbicity and rneani n tuull irratute rid the activities experienced by tiri, parbcipaints, thereby nriching their resufting stories arm ',socr d media diia posts. cur One Or niore agency scumr"tr,Y40&de all group visits and wddd accompany the,rnedia to,provide kinoWedgeable, aiccurrat Information about the d IV rrrd chain,earl 24/7 ass stance in r eefirr story-gatherIng needs. To rnammize return oin investment for media research trips while rniinnaizing expenses, the agency niay expilore,workung wr rtpr Vilsit USA, Visit Florida and other, witable touuri ni organizations oin donirrt•v fiturr tripe tdm t generate positive exposure for the vets", Men deemed e potentially b rm tmcd d to the desitination, NeffilarrPR will also,consider joint or aimed piorriobonal efforts w th p"murduddc r d tdons representatives of individual Keys properfies or attractions. — 92 �hm°�d��.ha,tlmrwt m��ll°mhwtl�in°trminnunu4^.m 1 pouring it;previous t niuure rnguir sentung one Florida Keys Key Mast,tdu«a agency sought and secured opportunities for diva and taped:broadcasts frornn Keys donations by major teleOsion networks, � programmers, � rncualtz d dmnuthmats such nah trap � ��, i�iii„ fly % as PBSI, independent mainstream and v r°tiicall market production companies, and ortfine and mobile outlets,with signnfuu ant audioices. These have ranged from segments on natdnal morndng shows unn7aduin Ndioolld Morning Ame i a" and NBC's"Today" to the 14 Weather Channel. tfm n y m'%�i ` J gnu addition, in recent years the agency has run l t for and ,j 1�� radha dnratad on,the Production of several fa uusadi shows assfir allt yamrr�� ��. ��/� y istmo 0� that support the DC° marketing objectives and communkate arp fifesaversrpositive destinabonattributes. These 4ave includied an episode t: Sarah Hug the Pprogram°`Sannantfn,ta Brown's Places to Love"that aired Rough m panda to nationwide; long-term sponsw r tii of T2 s Em y w rd- ,�� G m fin rl Loft," 0-minuteubfic te�eniision art pro r rn a��yilNrU r tdun -t rinn Pansdurnhnn of `George P v turn s World of Saltwater Rshiorug"that airs on Discovery Channel; "Airport kisi;f r"for Pax,Business NetworkH arid Island Hoppiing` IF rddda Keys"that debuted on trine Discovery tthanndrh, subsequently ntly was syndicated nationally and Mso aired on r gtorrM nebNorks including Honda I/ PPS stations, At tie time of this,wrwrrtuirug, agency har ndnlhaborating witdn Crawford Entertainment on an hn uurd ing broadcast gal quad trtdad"Orrdy in the Florida Keys"to the streamed edt gddntualdy on the Discover Florrdfa channel among ng others, and a half-hour uw rsudnn of the show acheduulrndd to drmr on Discovery Channn h in March 2022,n Most radarnitty„ NawrnuanPft Iliaiirr udt with South Hortdda PPS regarding the huroddm:fi mn of ua documentary on ttna 2 00-1r annuwnaraary of the fauty 3, 1823, rnicorporafion of Monroe County, to be recognized as the 300tdn anniversary of the hormdda trays. In February 2022 3drunttn Flo hdf'a,PBS agreed to produce the df ocuurnduirutary and ft is slated to be Presented to American ann Public Tea evrsion at its Noverriber programming convention n for broadcast in 2023, The agency y wu»nhd capitalize italiz on broadcast mn<Ptudnrtmunnuth a ttnat aril Mbi Ngh wrtsibflity and aluddience reach, ProOd�nn,g multifaceted rnnnnnnirr%�" " support and production ads uatance. As Pruawrudumu by noted, affrarts adso wtlll be undertaken to haunch a drndkatad Keys OTT streaming ing' odnannad, to addition, acttivutmas wrdullll inndkuddra proactively pitching targ t df destination shoots and prograno�mnndng that sp tttgdnts the destination's environmentai, cuulltuurat, hni5toric, attttuud in,ad and — 93 ^- r, wasitor- rnemcl y attfi� utes, Snunnln ar yw the agency will work to attract major-market et and national raft progiraims to execute live or taped broadcasts from the e s. i"ind Sc1V„W Websilte Content The Florida Keys'PR agency is tasked with rnana&ig the general destirnatioin luevis and topical subsectnorns of tlla cortm„ as well a's mnost aspects of the reldsfte's calendar of events, NevanarnP plans to devellolp and groat original lOat nt to these sections, sewwerall tinkles per week and whenever needed, INews section you utrd �%� poste wall�tso "t ae l" district-specific t thech ted �y / , Largo, Islarriora a, Marathon, Big,Finis �the Lower Keys and Key '��� �� in Key West trod t �r ��m West news sections. rre not ernonatn words ., �%l/ Designed to prornote all aspects of:the destination, content will ID t aNA Ylxtalr eve i�nncdunde advance releases �d>etauHn iinnm sl6necnaevents,, peress�onnVnsnnn rn� ����%%%r � a colan dedi a bu,# �'�p�% ennwarornnmleuntal adventures, cultural offerings, econachr utres r� ,tepenw ,aom and sustad naltude irrlifiiatives, wwaterspaorts„ die ex ernelrnces and fishing tournaments; and announcements of new attractions, accommodations and experiential offerings. Posted copy wipl be anredll with photography arid, as approphate,vvideo elements. ® In rnnc t instances, plans call for content posted in the "ant r� news section to rmcirror relea,ses distrndumtecdl directly to jrnurloadrsts„ r ar blog,ders and, social nnmedia influencers, Use of the:section for tmnnely consumer rnnessagirnd inclludnnng,spot news stories or°r events that enhance favorable perception of the Keys complements Imedia 6strnduutio n, Keys social media content briefly reporting such happenings can be linked to tone posted spot news pieces, prownidirng connsurners a way to access rnnore detailecd and cornprehensive ilnnforrnnatiol€n, t them news sectrorn content, irmclMuapirng "evergreen" releases, features related to tdnemed pub is relations pnroguir ns a,nnrt Ip, "Stewards s of theKeys"' personality profiles, will be developed pc s>pa cm callllyfor dlirect"to"cornsurnner dish'idutmoun to the w ebsite"s online and mobile audu nc s. Tune news section.also will be udili ed to dissierninate,information in situations that require,ermer erncy or chsis comnumunicatiornsm al strategy that has proved valuable during cruses nrncludmrn hurricanes and the CO,O �19 1pnandernnic, NewmanPR contracts wiltpn a wscebsde editor to oversee and n q populate the amain news sectnorn and the diist6cts"dedicated means pages, tlnle annual calendar of events and other sectdorns that tall under the agency's purview. For other areas of the site, ranging trorm the a drellla-stuecidc armed sustainnadillty sections to those — 94 addressing market segments such as family travel and wneml in s/ hone rnoons, the Yeeb eddor will work nn r,lIOSe coffaboration with 'Two,Or earns DOW toi coordinate the creation and publicafion of content, The agency ww 111 unnonitor and date all w "etnsite sections under its purview to nnunuuir®nine reach, en sugernent and effectiveness. Particular attention wlrllll be fuousl to areas Mtln high value to the destination sUCh W the ero-touurusm/green travel suulsseotion and the recently mtevelopned "Connect uwuttn Keys s l_ife" section onsl eco.. y events osulen ar category. 'Keys s Voices' Travel log such a l' ewwrnsnP wwlll Contlnuue wwriitin an posting weekl oonterut to tine 'Keys Voices" feature I log" o facet of the o~ s..00rn website /ii � �- rn��rrtlnlfs� iwut� fov guns well �w� �� storno�lui:wne r�fferuungM rnuf t" mo�ernorntl�l oonterrt to inns expef ilenc!umg tfu� w� t fUt�� 000nn orient LGBTQ trunvell Nog, culture andbeav Sm setst Created by the agency in 2009 on behalf of the destination, and� � lw�� "Keys ouoe.w" is on ouulfn�ernlio and entertuniimng voice for the island etc, l chain. Its content meets contemporary travelers"Ipreferenir;es for and mell � �u insider insights"' and 1 1 recommendations, covering manly in flee I e s" places and events, sustainable options and activities, en0ronrrueuntal wonders and the need for their protection, eo , f6emily attractions and enriching adventures—Mfle also communicating the value of the (local lifestyle and showing visitors hnowu to experience aspects of it. Keys Voices," has become un vunll,uuuwll le resource for travel or~nnsimumers, 'media seekiing urn-de tfn ern teh l and story I Prompts, and soou�nnl media in en�oer,s looking for ibinerary arldtopic ideas„ New content wwwulll be w'vrii ten in the blo "s tru ddionunll finenift and casual tone, reinforcing the Keys's' easy&ng odium cter wwhHe encouraging un level of resr'er trust and en sgernent that can help motuwote travel decisions. LooM imagery will the lrnor orwntewll into, each Lost" with video se, rrnents u.usert as appropriate, In addition to being editorially Msnceld to represent all Keys districts, the Nog wwilll showcase elements and,events tfnst support TDC promotional goals ss 9 ell as unrnn rells unr stives and events. 'keys Voices" also MR the utilized as sn vehicle to expand upon topics covered inn necessarily b6ef spot stories and news retesse sq amid to,promote destination elements that are worthy but may lnrlw major media o itneunl, Flans also call for confinuing the lou'u�;g,stsmndiin , series of ononthi "Stewards, of the Iltey.s"interviews with residents innrnersed in m,. preserving, and protecting the Keys enOironnnent olir way of Ilrfe" 95 T Because new posts are added regularly and lead stories change weekly„ 'Keys Voices"„has proven extremely usefrA In attracting wwedsdte readers seeking new content. rJr % Ongoft strategies to grow consumer and media readership will Include pasting social media announcements of each new dlc ,entry„ optirnizing the use of links Minn all posts„ sharing posts with & ewwrnanp ms lnternaticunal affiliates for social � .� media promotion iir�r�th6r markets, and. esplcrin, emerging . . platforms to further increase audrences, Working rn fandern with ql la>rrru Two0ceansDigital.com, the agency will continue faculrta ing the distribution of copy and links to LGBTQ dlug entries dlrectty, to consumers via an cupt•rn email address list, Varst ww ul � social Media Messaging and Management warwk;ou sa uruufu ��rr foar the During I` r uw „s tenur e in handfing pubficrelations for Key Wes p dadaru �i � the T , social media has played an ewer-growing role, It has a s dkratl me off„� proven to be Invaluable as a vehicle for timely messaging to we dud were sir Ain, �,iUr travel consumers, an increasingly useful c ndu for reaching a staff gas yoaw ���� �y g llydaurdf rrs a d p1 malnstrearrr media„ aviable nweans of reinforcing"brand"'loyalty �!l9 I am,look f and an effective tuarwl for lauildit and strengthening connectrcns to rulru �u out, wwittw potential and repeat Keys vlsitars. i The agency is currently respoansltrle for proadurcing, posting crud uwwanagft content for the Keys" social media outlets p , primarily kacedook, Instagranw„ Twitter„ Pinterest„ TuUok and "YourTtube- and employs a social ri«�eclia eddor„ assisted by other team members,„ to coordinate and oversee content creation and posting, tinder the agencys,direction„ efforts have been particularly successful on Facebook and Instagrarrr„ where foflowwcer numbers have grown to rnore than 530,000 mid 318,000, respectively. Newwnian ll wftll c° rrtrrrue to c°uttiwuate, produce and post enbclru destination ccrmmu6cations„ compelling imagery and video elernents purposed for each of the Florida Keys' social rrwedia platforms, while also working to grow their audience numbers and engagement, Utilizing quality mulflrnedia elernents„ content ww H Wend Keys"irwwage"prorruotlon with useful„ informative„ aspirational and entertainung rnessaging tall ared to each ptatforrn, Equally rrnportaant, social me6a campaigns will be developed to support specarkc IDC marketing objectives, such as rais%rwg awareness of the Island chaWs unparalleled natural environment and way of life wwlwile encouraging travel consumers to respect and Sao protect troth. These may include special promotions and contests � like the past multiyear „"Sustainable uriday"campaign and 021's, "ReConnect un the Florida Keys"„video challenge whose posts . p. reached nearly 750,000 people. — 96 Other emranm les include time 2022 dewelof°anment and launch of an lr eco�centric" events directory on the Keys' Facebook page to showcase environmentally focused actlwittes_.._thereb�y promoting local cnorrmm unities'coramrnutrmment to conservation, preservation, sustainaWe Wng and volunt urlsm offerings. Going forward, as rioted tmrevuorasfy in this docaarneirmt„the agency °:also intends to capitalize on the value of video In so6al media. lnstagrarn Reels„ lnstagranMm Stories and Highlights as wueD as short-foram videos on Ti ToF are to be employed as tools for raising destination awareness and maximizing audience reach and Ip engagement. io ,,, tProduced In all districts of the Keys„ segments are to covet, mays tom, : ,,,, special events„ -teased activities, �anients of natural beauty blob are soma ;I and other hlgh4nterest elenments ttmat help define the Keys ,YOU case to highfight ex enence. Other subjects may include on-the-water adventures, exh sure to ge.11t' attractions Mth high assuaG interest and short interviews with of aftention,brim untr i uNumn Keys „„locals" showcasing ttmeur professions or passions, wrS r �and he a y �n each cane,viewers will be engaged t " ar'trcr a e"virtually rn faaa; a��l the e l:mehence. ahve army ft In partici l9ar„ plans call for l" ewu°rmanWs, social media team to tf a stage several „„missions" annually to create and gather multimedia or the Keys' Faceb ag,ran�m and TikTok �aratawat t � ask, °uQara ,mat channels. Some elements may relate to specific campaigns and some will simply be sourced for their potenfial engagement value. s illustrated by past efforts.— particularly on Tiik ok and lnstagraanm--- custom content that tells a story drives engagement and increases brand awareness, lnstagr4am and 1ikTola are now considered driving forces for marketing efforts and hawing fresh„ creative and engaging content geared to their audiences is crucial; simply conmtmrling infiormam„attorr from content gathered for, other latforrrms is no longer effective„ as the audiences are vastly different, In addition to the platforms mentioned here, others MI be considered anent used as they gain in popularity and potential effectiveness for the Florida Keys. Because social media has proved extremely useful in crisis situations, most specifically for disseminating accurate arid timely co riniunicafions„ Newman will be tare ared to employ it in that rnanner, rf condrtions warrant. As in past times of crisis„ the agency wadi dedicate its resources to implement and update r postings on a 4/7 basis, 97 1 G`3,'11 Market Prornrn,,m'Iioirt 1 , �r Newmi srn R's outreach to LG,B i media and coi nsumnn r s vall support the 0aind chahYs n'n tacumnA and iunt rmn;ahonal r l nutsatili ZIs leading LGBT1Q vacation spot and comnnrmnruunui t the"One Hurnn mn Family"minds et that rurnd rpi, s its appeaL As,win promolicuru to other niarketsi, efforts m nl�l also focus on h6ghtening awareness of:the bays' rurupnsar ll l rl natural marnwmmrrarmnn mnt carnst unique way of life, whde encouraging their rot c°tnonn, In addition,rn, ongoing, emphasis w HI ble placed on expan&ig t.G Tt travelers' interest in other Keys distr is wi dd t0 n to Key West. 'The y N w a n 'sw,previous jinihatives to nerve this market imn:pains �rmaw m rr yus a �� �hINproducing revised rnarket-specific websecliOn content and arm Sharing collateral rcn t nals,that high ght' y West' and the Keys' tt» r rar star .r r��/I`ll% ngstandinig fiierrtage of ninro lnusiven s s and diveir�sA The agency uriv r hi YOU'ag do ,also proiduced a video that features rn n rn nber s of Key West's «rti% smrw � m � �, ,,, t. "tQ usnnnrrnuirnrty wisncmu�ssnma8 the uspncG°s lnustOry curt snca. ptruc is i s� "�s o �� rncl the crnt+srwnusnr, ry lrnnrmts that rnn�n rr limust-rt nn cation ,Poo��µirucr s u Choice. rt During n fiscal year 2022-23, efforts are to, inckide enmpnlrnrmng the fn !, feasibility of latinching,sa rrwid r t ut LGiBTQ-centric Instagrarn �u slnsamnrnl. As well as rrm nta rng and expar16ng,the pcmrii sa s& Key "West's d sir°abilrty as an LGBT tr veN destination, future I learns, aiso will take into account the divierg4ig expectations and travel preferences of different segments of the carom rslll market, 8t«.abstics show that tllnwa oW r LGBTQ demographic prefers activities, entertainment wr rnru s annc9,accoinimodlations that are largely gay-focused, while yowiger gad`traveiers and t G T t f cnnfly travel groups tend to prefer allinctusive acbvities,, ali-welcome ccmrmrnnrnnru unffimorns and experiences surnnnp �r to those valued by rnnnamrustr aran travelers. n , , m�ulncn r.�ltin rn�nactn��uis�� �wrll�a°l �r rncl to r� rss Therefore, awareness of tie Porida Keys as Itmrarnt and reNev arnt place fonir L1GBTu; rro iHe nruisals, young professionals and f irunili s„ paired wvith, rood ucinng appropriate rn sssngft to draw older,trsawm l rs, MW ifle a definitive nitiv pnro nnmut oi4 6r ctlsmrn will be det rrmnirn d based on TDC goals, overall strategies wwrill include representing the Keys and Key West editorially to LGBTQ rn e6a, bloggers and social rnnedb influencers through a balance of 'Image"efforts and focus on spe6aq events tfiunt appeal to the market, Among focal attributes are the variety of LGBTQ and ll'•w elr;murrn accommodations ns vaHatal n activities r rngft from high-energy 98 adventures to environmental offerings, and cultural and conrnluunit aspects. The agency plans to continue contracting with an LGBTQ meclla re6atlons specialist,to spearhead outreach to LGBT market llGraG %„� meta„ accreMed social rneclua rn uencers and travel consurners. This specialist also will liaise with the T C sales tearrl and relevant &al business organizations to maximize prornotional synergy, General activities are to include the production and distfibution of media releases featuring news, special events and tourism infrastructure improvements of interest to the mar et„ the creation of twice-monthl LG TQ tulog entries„ and representation at / e f national and international travel trade and media events,. °rat The LGBTQ are is relations specialist will orgarrize multifaceted ernat about Greg l got to stmend Bor ongoing support for and on-site meetings Mth LG Tt jouurrralists, hrne MOMift,I rrlll hlog,gers and influencers Visiting the destination. Influencers in Nomadic �.. r �� particular will he chosen in part for their abOrty to reach young knows his stuff It rs` ,llJ L �,�,,,�r, Gt1Tl consumers snit communicate ttremr Keys experiences to like to � onr � f� �sutiwe rnr �e�r >�� them Oaf R Agency efforts are likely to include curating itineraries for visiting rrre t hip LGBTQ media rnedia and sodal media representatives that include muffidistrmct activities and environmental and voluntourisrrm f offerings; arranging meetings Mth "Stewards of the Keys"for visiting rnedia to heighten tlielr awareness of Keys' residents deification to preserving the local environment and way of fife; and launching a"Keys s Voices"„ log series featuring LGBTQ residents who "'giveback"through participation in charity work, community programs or woluunteering. r; Other concepts tinder consideration include increasing messaging about &al businesses"or cwganizations'community outreach events, such as those helping protect LGBTQ youth or supporting worthy Keys s programs. Stich messaging would help bolster the island chains reputation as an all.welcome "One Hurnan Family" destination and help attract LGBTQ visitors who value that principle. In addition, the agency will promote newsworthy LGBP -focused events and aspects via the Florida Keys s News ureau's spot news s photography„ video and story features. uuuuuuuuuu,i��., . .lust as editoriail content and photography will be distributed to targeted media and influencers, information and input for articles in LGBTQ arid rnainstrearn outlets will be offered and provided as, appropriate, Aug irr the past, efforts Wll focus on strengthening e rstirig media relationships and budding new ones. _ 99 Online Newsrooin While serving the T and the Horida Keys, Newmmnnan has l a for mega representatives through is on i naged and provided content and � n sr rUpdated regularly with new content„the newrwsroorn is well established as , resource for mahistream and onflne journalists, blo gems, social media influencers and broadcast outlets,,, Content including photo and video resources is streannlnrned to meet nnformatmonal needs across media genres and platforrns, wmmltln easy re&traitlorn and access for media Users„ nnultlfnle social "Ttie a 7 nne6am offerings and ernaR alert capabilities. rwaere � � ° f � f Current newsroom resources Include an electronic press kit story yert„Ire,ne ed ��� featuring comprehensive lnnfornnatfomn on each Keys district, calls from hrieks� �l wroth elements formatted for download by media users, It is seen fte story, com lennented by specificafly targeted Press kfts, Including those mrmedw,ruffs at ar ;� focused on Connect &Protect topics and "Stewards of the Keys' e profies, and those tailored to the L OTQ , weddings„ meetings � me ari ursw and incentives„ environmental and culinary markets. An addibonal re press kit spotlights releases about connecting or reconnecting wn with the 0arnd chain. Also available is high•resoludon photography of each&trlot and selected special events, with innages organized into alburnns and formatted for downloading by registered rnnedia users, Professional b•roll video footage and footage of specW events, Connect& protect emnvirommerntai highlights and other newsworthy offerings are avMabNe for sharing or for nnedia downloads. Photo and video content, especially when it features fin°nely special events, is updated frequently. Easily accessible as well are advance releases on current events, offerings and highlights throughout the Keys. Links to and recent postings fronn the island clams top social media outlets are prominent, useful for disseminating up.to4he-riamriute information 4 and increasing median awareness of the social channels. Other resources include liners to Keys event calendars and w ebcamsa recent Keys coverage from rnedma outlets, newarsroornn registration directions„ media request forms, contact information and subscriber Interfaces for email alerts for content Specified by the subscriber.. yy The agency MR continue evaluatling and refai6ng content„ ease of access and applicabNlify of newsroom materials to meet:the needs of members across the rapidly changft media landscape, Fresh m m content wail be uploaded regularly to maximize the newarsroorn's relevance, usefulness and credibility as source of materials that — 100 — enable media representatives to convey accurate„ trr elyKeys l 4ifornaatron to their audiences. Photo and Video Library s wedl as the newsroom's content,the agency wddd maintain and expand C's extensive Udharary of Keyswide drgdtad photography and turghmde ndtdon ar-id U video footage(the latter arc awed through Digdtad Wand Media). Shot in all five drstrncts and covering a variety of Keys attributes„ this content is available to media upon request, 1rEm,iy ,' ,s previously outlined in this docMurnent„ significant attention wild be paid to producing a coflectron of fresh and comprehensive video fpieces,which cover,all districts of the Keys and support stated dw o was marketing goals„ for use in a wide range of media and social and d hope can �i %i rne6a srtuotions, roedrer a ssmnref)w �1 Thanks a f0ther hdater ,',ds to be F'Iro drP,,A,,d your hel4op ppu an incredible itiner �,1����ai naanP will adapt the format and structure of fts media Marynrr dar�a ' 'y!% releases to meet the changing re urrernents of the media they d armdr w inform, Recent trends include the cteman�d for sh ceer and more concise copy, reliance on pertinent links to provide additional story points and the need for associated photo and video c resources, These requirements also hold true for communications geared to consumer's. r y NewrnanPR plans to create the following materials for distribution to mainstream media„ taloggers and influencers„ and travel consumers as indicated. d Traved and news-oriented stories according to a ,prearranged calendar„ complemented by releases spotlmghtdng unforeseen events with the potenfial to reflect favorably or)the destination. , Special event-oriented advance releases on DC-funded events in all Keys districts w,id representing Al umbrellas, as well as advance releases for other significant special events that may not receive de&ated TDC funding. Results releases for 1"0 -funded fishing tournaments also will be produced, ~ . Targeted r0eases that support the fdC's marketrrag goals and agency initiatives. Most recently, these have dnclluded a series on "Only in the dteys" experiences, pieces on "bucket list"ecr adventures and monthly''tteh ands of the Keys" pvroftles of residents dedicated to preserving the Keys„environment rand way of life. . � 4 Qluarterly'"WIlaats I New in the R,Drida Keys g Key West" roundups spotlighting new and enhanced accommodations, — 101 — attractions,tour's and similar offerings mn all Keys districts, produced to Rsnfornn donnestRc and international trade and commsurner nredia about updates to the Keys tourism I product, An annuaq overview of newand/or upgraded i, s s � � acQ�;om"rNrnodafnorlh�:„ attractions and experiences geared to the meetings and incentive rnar et. One or nnore annual nna azines showcasing all distracts and a wide range of Keys attrldutes to be distributed at U.S. I�m4+ffini fiW`C� +tl�ty and international travel shows and other venues, As well as a rnamnstreann magazine whose content MI be selected y rn coRR,a oration with the TDCs sales teani, special issues as youuy,i�yomur° may e produced for specific vertical rnar et segments. � dl t� „ few W ,s a %%� . A montlAy eire sletter geared to travel consumers and to MY page was great the rnouat of the,evert /f media„ "mtd each issue featuring articles on variety y was re Keys attributes and events that attract visitors from wa s f at s rrmulttpRe districts, as well as a"Stewards of the Keys" rent r etp ate„„ �a profile of an environnientalRy focused local resident, O r�la� Content will be selected to benefit the destination by tormy tru etp rt targeting messaging directly to an opt-in subscriber list Wma tn'"„ that currently numbers over 110,000. NewManPR plans to expend substantial effort and resources to promote special events and festivals, since they provide a. significant and tinneµspecificm draw tom travel cornsumrnners„ a proven "hook"to generate nnedia and social media coverage, and colorfarl content to inspire consumers' social sharing and engagement. Efforts will focus on vim-tuua9Ry aH events supported by district and uunnbrella funding, as well as mnonfurmded events deerned integral to one or more aspects of the Keys'image and/or wwrtfn strong potential appeal to rrnedia and consurrner audiences. Emphasis will be placed on event offerings that Mustrate and expand awareness of tune Keys' envmronnnentaR rwhness„ unique RneMage, cultural attributes„ eco-fu°iendly mindset and wway,of life as well as those that can only be experienced in the Keys. Also to the considered will be an events value an showcasing qualities of the 6strnct where it takes iplac e. romotinornal actmvuties MR include writing advance releases for nnamnstream amid appropriate niche media pdchmmng event-related stodes to media,and social influencers; implementing direct-to- consumer pronnotion via l"acebook, lnstagrarrm„ t"nrwltterw youmTube, "l-m fob" Pimnteresnt and other social media orutlets� and producing . ;. ,and dmstrmtnubing spot story, photography and vildeo p.mackages oin events as they take enlace, — 102 ^- The Keys„ special events and festivals provide a proven platform for spot crews coverage featuring highly colorflal and visually interesting actu toes. Through its Ro16da Keys News Bureau, the agency will create and Ostribute coverage of events at ail reasonaNe opportunities, with additional distribution to social orrttets as appropriate. The agency may also produce photography, mini videos or Facehook Uve event coverage specifically for distribution via socW rnedia channels. Specr„rlf l"„rofe c t: HoHda leis ys and l„„ av V tier„se dui i�:�nte uncial The year 3033 marks the 300th anniversary of the Florida legislature's estabhshrnent of Monroe Conicity(duly 3„ 1823), ewrrar�� ar r .Fwrp�o�at /y� U s tr " h anniversary f Captain David Porter's % establishment of KeyWest's naval station. Me Arm is resp ; s NewrnanPR wull work with organizers of county and naval Professknal, mawied e ble f ,t, 1�/ bi nter�nia6 events, assisting and coHaborating to ncerve and rworfr sdrw), ;,r rr°npslenient significant pubfic relations messaging. There ' il event detadls have riot yet been r.Geerrined„ the agency d fi` will provide support wherever possible„ with messaging focused on Monroe County and Keys nava9 history as well as spsecchc ;fr/f bicentennial commemorations, s noted earlier in this docurnent„ agency efforts have already resulted mn an agreement from South Florida PBS to produce a docrrrnentary on Monroe Corunty s, bicentennial that is to be distributed to PBS affiliates In 3021 C trave l Trade IlPullr4c atOap:uon ` l ewrnanPR's pr ans call for increasing communication of Florida Keys tourism infrastructure improvements and other news ems to travel trade print media, associated online channels, social r edta entities and 6n uencer's that reach that market. Since research shows that consumers are p adng heightened reliance our travel advisors, tour operators and other industry professionals, it is more important than ever to further these professionals' knowledge and tinderstandind of the Keys. orrd subjects to be promoted are the island chain"s expanding luxury offerings, new lodging choices in specific Keys districts„ and environmental and woluntourrism offerings that can be undertaken as team cringing or small-group activities. Media to be ,f bn Syr targeted with such news iferns incUe digital and leant outlets for r niche trade arid meetings/con enboins audiences. Agency representatives wiNl regurlariy connect with Florida Keys a . hotel associations„ chambers of commerce„ other business — 103 — organfaatuons and additional sources for tourism infrastructure improvements that provide rneanfngfuul news, its mn recent years, NewrnanPR will conduct media outreach via roundup releases, targeted story pitching„ curated destination visits, participation in �y t events a means.�dras s��d other „11ft ilia The agency expects to continue, creating and distributing to travel trade media the rtuartedy"Miays New in the Florida Keys&Key West" release spotfighting new and refreshed accommodations and attractions offerings, as well as an annual overview of new and expanded accommodations, attractions and other elements geared to the meetings market, emw n m'lA In adc��lmtaon to&trmbubngv this type of unformatfon to appropriate „ trade sources,the agency intends to rework stories regarding the ferw aaurcmest with reservatrvn f' major Keys events for travel trade media and andiuencers as know time appropriate. Throughout all suer»sa ing„ the agency MI after pit to to'wrasterubtfutme, f' maintain high trade awareness of the T C"s sales and nmarketlng li and r stand rr pr�� f Under efforts and staff, ,ruses utrmwlun�dens011 fAM As previously noted in this document, other reconmrnendatforms reaacna ��fd o mrmcNde adding a sus�tafnahofity nmodufe to the 1"C 's Key Lome With, dy, ;° Academy online training program for gravel advisors,tour dec operators andmeeting planners, � m ewmanPR also will explore the potential of partnering with The Travel Instltute to include the Key true Acaderny tracenfng 1 propiram as one of T"B's continuing education units. The Travel fumstataute ms considered flee gold standard of travef advisor and travel executive education and has certified over 27,000 travel advisors and travel industry executives. TTI rerufres its certified travel counselor graduates to participate in contfnuand education programs to rernaun in god standing, The mamstftute currermtfy has 154 contfnufrmg education modules.. dcfftu(,,)nal Prorrrrrl.fon,M Activities Sales Support at Trade and Consumer Tramiel Shows Time agency will support the TDC"s sales learn as needed at high- priority domestic and anternafmonal trade and consurner shows and exhibitions. This support may ancfmrde prepahrig ramedfa materials :and electronic press hits on USB drives, producing namagaacnes such as Keys Traveler targeted to the show audlencen creating special promotions and providing full media relations support at the Keys booth where appropriate. rnong,other, shows„ the agency and its international affiliates wall provide on-site PR support for the stales team at the US, Travel Association's I , The travel industry°s prernm er unternatfonaf marketplace„ IPW typically attracts travel buyers and press 104 — representatives from more than 70 countries. Destination Representation at Journalist Conferences nationally wwtth two members a few public mnflue y NewwrnanPR is one of on rdlic relations� agencies, hers f therwtual Society of American , Travel Writers. The agency vwill represent the island chain at events k0uding the SATW national convention. The agency also maintains rnernlaer°ship In the Outdoor Writers of America Association and the Florida Ou.rtdoor Writers Association, and will also promote the destination to rnenwtrers of those organisations. m Pi1r Collaborative Activities t wf As appropriate, collaborative efforts may he executed with the over a� r" i�� �,< ubh relations offices of Visit USA and Visit Rcflda, Synergistic y aonarwo connections may also be made with other tourist development as (of,of of ,A „ mnnll and tourism board " I�a��warranted, a �an mil with utt ptogether"sm A y�� also examine opportunities to collaborate with public relations a great A n representatives of individual Keys properties or attractions to abnSofr G benefit the destination. time tifr f t'frrsr� ��I ,�fra�,a�me F � �rr� In addition,the agency will seek and respond to me6a Sanyustt fo d , pronwobonal opportunities that provide cost-effective means to create addittonal awareness of the Florida Keys & Key West. This may involve elements such as providing a contest winner" transportation to the Keys as pare of a broadcast promotion, gyp ; partnehng with blo, gers o�r influencers on desbnatuon40c ursed campaigns or considering sponsorship or travel support in hth- value situations. PR Ae rmvrty for Keys' feeurm r'dT1 Ilrurfl U7r! As situations require, the agency will produce and 6stribute travel ad0sories electronically to hoteliers and other industry members to communicate information and messaging about sM attons or ernes encres that could impact tourism. in addition, touurm..rsrn advisories wwtll be produced and electronicafly distributed to afert industry members about potential positive public relations opportuumwltles. Agency representatives will be available, rt requested„ to make presentations, at meetings of Keys hospitality and business organizations to 04orm and educate members about ways their businesses can her'refmt from TDC PR oppor°tuncdes. On behalf of the TDC, NewmanPR annually partners,with the a f l.odgund Association of the Florida treys and Key West to organize and host an,.annual hurricane preparedness workshop for the tourism mrwdustry. Workshops are t',ypucatly scheduled for late May, just prior to the begunmmig of the Atlantic basin hurricane season that traditionally runs June f—Nov. Ow — 105 — The agency continues participating rru a nuntmlpre-storm season r media~visits with county officials, an ar,hw tj that the agennc ����. nerved and began,e erutnrr for MonroeMonroeCountyCountyt�in i o (zu k,",iS COuurr°rrarnnk �niiw irrM �,�unrunrue� Throughout NewniariPffs f twde ade tenure as the TDC's Pa�hpr reiati ras firma, fime agency has corx6ved and nrnni permuented crisis,rermnrnnruruuvatuerns e rt„s O"ot have het ed the Keys endure andrecover from situations r from hurricane threats reats and impacts irnirtun I ng those fromi Hurricane Irma —to the uumnpureredenterli C0' dli:t-1 fi Itnandernniv that sewuer01n tested the health and wuv0kbeirm,g of the Florida Keys"residents,workforce and t errs •based er rn run . a�f , During the plandemic as well as in prrevrous crows sitnuafuoirn�s„ Keys t0urn ra�rft % 9e rrnarnPR has served the idaad chain on a, 24/7 basis, terms of, tarry nvaat tarnuak snura�j cons�run�r�rersta�nd Keysrtourism rat rate and pesnt'rs r frurr,orrdnrn to theniabon to, gai,uidunn travel taarmoc"b aare takell fnri n ipn es of tnr a tivit „ resp o ns„ufnn4j and transparency, tni aH and Wrenn they iwW f aae a t �amum cases„the agency worked t he miirnditup of re,sidenit„s" rneeds while evewleia , a ���- Ni protecting and sthwng to revutahze the reg +nn„s econorfly. fa, '' A pivotal aspect of the crisis manna errnernt strategy dates back, to 1998, when,Il ewvrnararn0 " kuegann a reiatjionsNp with DRY Wagner, then-Monroe County senior emergency management dare �trwr„ that as unprecedented in the t mndsm industry. Tpne conicept behind it was swrnputie: nmke sure Keys s wuisdoirs and residents were safe urn tine event of a 4n,rrriruarn�e threat to the treys.. The secondary objective was to protect the economy VAiern there MIS RD real threat or it the storm bypassed the Keys or in the event of a hurrirarne iirrnpuartw apnpnrrupnriateiy communicate the island chain°s recovery to erasure the return of visitors, thereby a hjievi ng economic revutalpu, afiirarn and stabRity for workuing residents. The strategies arid paro rarM that:were implernentedi were groundbreaking[In forging a better repati rnsiuipa betweern, emergency management and the tourism industry, tt served as wa model for rather tourism offices in Florida, incUing Visit Florida„ r as well as the Carftean.. pin 2005 It�nod-i the htabonail Hurricane Conference arid theFlorida rr, Governor's Hurricane Conference conferred parub is education/ is pubhc awareness awards on the Monroe Co uant r'1"0 ----the first time a tourism office had ever received such honors, In antrtrtio n„ the T1 0 earned a Gold Award for crisis communications muurnicationns from the Society of Arnnerrci am TrawreN Writers, More re erntt p the agency's crisis mw nrrmurn°rrattrnnns activities . . have included creating and maintaining a dedicated 00 pt .1 information page on the fia- e r—can"r vrehsa e to inform arid — 106 — update visitors; wrifing and drstr6tibngdozens of advisories to tourism interests to keep tlreran apprised of local state and mn ti hnrnl developments and mandates: im0ernenting sanr n l media rinessaging that was senOive to those irnpacted by the rhsus yet lh 1pneIrll keep the Keys top of raudruufn and creabng photo and virl rn content for social media that proniioted health safety practices and responsibility, Newr naff will apply As resources and experience, including knowledge gained dufingthe p;ma nde nnlir,, to any emerge�ncy N�I,o„ h°fl�r'iI�Yllui r. sutu, do n that rriay arisethat irnpacts the Florida Keys& Key West, whfle alsocoritihneuhrng to proOde iniessaping, appropriate to, lurng rurig painidernic conditiorts, In addition, the agency will review and refine its overaH crisis be, een H mnan r t nr�� �� rru rn rnn t kr t � for the r�turw to ran and pnl t s m tocnr pit Pwr �ment Hurricane n i r enc Plan for ttui threatened In actual storms, �1,,� � ul�l% r trw vvl t Equally uniportant wwlpV be niurturing the uu"GIvaVrhale relafiorlsNp vA 'h hrr agency and residevits Inro lent Em ergenc IManagement, s well as Ir l tm hnrttupurn u . r ,I with law enforcement, niflitary interests, fader al and state rnviro nme nt l r anizab ris mrnlr,leuefu g the Florida Keys National Bob unu �" rrnvlm fu ,,1 Ma6ne Sanctuary, Monroe nr County and municipal government entities, and the National Hurrrcane Center, Working cl s ll with these agencies and individuals is vital in enablingr rust ,unit information interchange and coordiiinated responses onses to situations that might irrnpnaCt trnumriSIM fl . In any crisis or emergency siituabon,the agency and its prim,amy Keys tam members rs MH In vruhl lknle 24/7 to,runr'rhrmneunJcat lrmn�pnu rtaint and accurate iunf rune ti un to media, tr v l consumer and banal t muru mnn liiterests. Ilmnf Arun ti hni will be provided to Keys liodging properties and t nurli mnln,entities vile mail tnlluuist,innnrl"; r social nieldia. As in past major crises, NewmianPRvhH i:ismpnl rnn mmnt ifs co rnrrmuuruuruntu ris outreach by developi:nig vow bsite sections or pages on fla-keys,qQrn, providing accurate,transparent arid comprehensive mmnf` rrmnabo n as a trustNor 'ny^resource to,both the traveling,pualnlur and Imedia, Similarly, time agericy MR erilllaloy fts soicial niedia channels as a rehable arid r sprnlnlsibl n source for disc nikiatlung timely messaging 6rectly to consurners and followers. IN �i 1 O/ - p��atann°nn,alln�,«rw�:m� P&.,v°t et, F`u,rtaliu+. ReIkitkunrs Canada a INfi twQwwr�uunl i � lect; to continue, s terwre as the 1C"s public relations, agency, its currently contracted Canadian affitiate agency, Toronto-based,LMA CornrnuCllllcaboitl s, is to continue �I onglDing efforts to reintorce Cmmmdianun market awareness of: the Florida Keys &Key'Wesfs sundtr p.umc t clirnu t „ focus on sustalinabiRy and nch local heritage. The Keys,wwwl be p ositmoun d s a unique e year-round d stnn<nbunrn that offers soft aidrventure and c -t urru rrm activities, cuntturn"ant expenences, biodiveirsityand events des g ned to inspire it repeat wrnsnts, Ive '��/�u��� ' rn �dr rnan uurt d p ww ltu six t eight rnn rAhs of w nnnt r each year, wawdu�ctn tp�nds t stro n impetus t wish warmer d stnrnp filonn is Work ins tr wr tww�rutatr ' i emuv tail a th rovoiuw rriortw t su�du�ent twuuu o-cons.ao-uu p �ntun r rwtnnrr�,oad to s,,Av ttr t the t r destinations and experiential ; ctuiraitu s tenant do not disrupt nna tuurani represevtaUves ar y% habitats. chall'I craft, LMA w« H contilnue strIiving to streng;thiien ffie reputation of the gratelful wook ai ` a Aor�da Keyst as a tcpt rndm relaxiingrwcuucnd sn err a getaway pot for Canadian dian travelers an spot whose off erirng Carrm n rn r "' are, far different than the often crowded and sornetimes contrived expehences to the found urns other Florida locales r whiile rernforcing, awareness of the island cl-win's commitment to preserving and prntc c tmui its rrrnet- -Nuiurud environment and way,of Me. In anti outreach to C a nandiianru media and r o6al rnnw dian representatives, messaging wr H position the s as a memorable, distinctive d s�tmmartrunrn that features urrnnglaue ec 1. xpn riences oru land and water,r, an anuntta rutic and des rabl tit awt' e, activities ttriaut shade from year-round diving and fishing to IcUlilnary and cuuttaur i ratmons, and opportunitiles for disc riru;d and supporlingain uunn, aura Heled environinnent, Cornimunicatons MI be duuraugned to ensure that tie subtropical Horida Keys are on thie radar c1 all Canadian trap journalists, blogglers and s cn N me6a irudur mnc° r , This inickides irntrcwdud'ng the destination to those who may have tough to rnra irniarnd Florida but not the Keys and updating upidating information about the r ,&n's image and ttribuute for thilo s who, have not wri d d in, recent years. Through rnedia outreach, LMA wilt predominardly target Canadian travMers based in,OntarJo, to wwh rru Florida is most easily w accessible, and the French market nrn M�ontreail, Other Canadian markets will the targeted as tan, itutuu. u t. try activibes will involve pnutctnirng and'ca unn nununic tinng news, — 108 — features and releases about the Borida Keys too,media in ahll genres to farmmrpnarf e thmermm with the true apu nt of tlae Keys. The agency apso will work w nthm tar eteu magazine, niew allaapaer airmrl onkie, represeintativies, Noggers and broadcast outlets to increase destination,coverage among audiences vtfth spe6fi ;interests such as diving, stfin� r adventuire travel, Melly recognized by Cana6an travel media, ILMAt rywuwulp uutilli e its exist�ing media relatmaurr;„1R ipms aa�ufl proprietary database to target tope-tree rmmpaurmstreammm and oame nmmera and your°ra uera influencers, while also foromnrmg and nurturing new r0atnocmah ips to promote uleepuer armd ricfiner coverage to benneft the Keys, While specific iiiumiutmatwes and tactics will be deveIloped based on time TDB« stated markefing objectives, potential activities may �vnut to e � l fantaa �� rrmcpue time�following, �a uarnf¢a f ��� �„,�� the heft aeu� fii up,* �" 'Keys Tiny Houii e Project Lila Aa u s rme �Dwr.;�� „t�I To Prowde a °`Keys teaser" ani'lil untgn before the wilinter trav t Good furrue „ season,t�� agency proposes t g creation rt a �lornaa Kets — therme orale h i home umtfu time Canadian company Ca llnmacapae. The tinny house ra to travel across,Toronto and nearby ' chthes„ stopping,at hui hen tra me areas to, " micro"biring the ishi nd clhafrm" to aaruauurners, vdio can tarunr the horn and share the experience on their socii,al feeds, Keys music and sarrnpnle� of IKe lurame prole will burs featured at the tour locations to enhance the Florida Keys teat and attract consumers. To further arrmpmllrfyr mrusufmiiifttyw twtplf"w plains to approach uuu��uiui°i ����II IIII� HGTV Canada to become a rnmedia pmarInner° an dll provide coverage of the carmmpmalgrn, At the purorrnotioruaa conduua0n, the cnumwtrrrmm tarry Ihouse us to be transported to the Keys and aiNarded to a local faummrlfr„ thereby integrating a sustainatAity aspect and supporting the r lan dll chain' housing chalten esa Pre-Winter Florida Keys Pop-Up Photography Preview To tine into a pmlarmrneaf FaH 2022 photography debut at Toronto, Pearson tnternnatfonal Airport, IfMA proposes, staging, ra combination rneufiiIAraa e event that highlights the Ho6da Keys to serve a.s a pre-winter push for Canadian visitors,, The photography affapmllay sterns from a pares 4vfaft corrnpvheteuf in February 2022 by Toronto-based photographer Rand VarnlDer tarren, Hs OTake Yolur Seat" serhes ii s to feature Rorrala Keys iniagery that includes a signature red chair as part of time scene, ' an er tarren has a contract with Toronto Pearson „ r to showcase images throughout the airport for depmart ng passengers. _ 109 — The event is to be orgarmh ad at a sunmtalble Toronto venue for ,1 tramrap nnn dia,and travel trade members, whtln h w s-th emmnad food and the aforementioned iputnoto ra hn . A photo-sharingbooth that kl:uudas the "Take YGur Seat"red chmamr is to provide social nnmadta Influence -C n rate 'My Florida KeysVideo Project To hrmcroaso social awareness of than Honda Keys among Canmadnanns, LMA is o palomn,n ,the dcvohopa roonmt of an mrn aanmcar video videol challenge to generate hnatluomncor-created content, Reaching out to its mnnttuururpcar connections and membleirs of assoc.natmoris sl ch as Travel Massive Toronto and Toronto Dogger ,< 9 �l Collective,, L MH invite ttm rrn to it chi stor tso�ard ideas for, toys mrm ca�mm� �N p;rsoiruall ""My Florida Keys"videos focused on sustainab,J14, anew stn aamla conservation oar local culture.lrn er s tip? avid Ezra dui ah`waW rs movided me,00 �� After �atl Pitches are received, the influencers proposing time toga wheat trm�at the three ndaas would participate in a Mming trip tol the Keys to racoirdl mthm rthi and � their footage amid drhrn theirOdaos to into. taco completed, the das�t� a � �p � videos can be shard on tlormda Keys socW channels arid the au ` a��` ;fi nrutluuarmcars'own cdanl y Vrf�td Khra&.dma and 4.lroneIf ,. NewirrranPR is chosen to cormthirnluaa proOding pubhc r lattorns ' services to dire l' , „tithe agency n hllh rmmaintamn its contract with United I inn dornm-dasod KBC PR &Marketing, founded by a longthumma past chair of Vii sit USA Association, to represent the Florida Keys &Key east in Europe, s in past years, pnuubhc relations actialt n whhll focus primarl on the tt.l .„ lrelarnd and the vital t mnm°uan-spaaakin markets—the hatter through subcontracted ag,en�cy Gat ht Across( Il )of Cologne, Germany, an m urdllc relations prograinis will maintain enliphasis on the sustainability of gays vacation ahomam nets and efforts to preserve and enhance the destination's,rnatunral environiment, while rmMma �mmuznrug the island chaii n"s r-rnapor selling points in an era of fierce&bat conipletition for the travel dollar. European activity also w0ll accentuate a°Imat nrwakas the Florida Keys& Key West different and distinctive trormMn nuttier Florida drnstumnathomns. a,pristine nmat;umraN anmwuhroumuininarnt, air appealingly laidtuack fifestyle,and a v6ranmt local cumhtunro that combine ne to create - genu6e visitor experiences eriences ratllner ttmaru those purposely d sn rued a to attract mass touurwsu°mn,. Plains mnmclamda pmoshtlonminrng the island clmahnn as an authentic,ntic, relaxed and high-quality etawa mecca for European vislltors, wlh0e — 110 — showcasing the rich diversity of experiences available in each of the five districts. Open-air relaxation responsible eco•consciomns, travel under the Connect&protect banner and t T -fherrdly mnc.lunsivity under the"One Human Family" philosophy will continue g to be strong themes. In addition, K C will continue striving to enhance Ore Florida Keys Key Wesrs prole in the kixrury sector, enadkng the island chain to capitalize on this high—value„financially sound and trav6 eady demographic. KBC will arrange:a robust plan of targeted story pitches„ awareness-building media missions including one to Nreland, campaigns in specific rrnarkets and connnanrnmcation with n°media St su all genres to generate "rrnpactfu l Keys coverage. Curated ware of l ; destination visits MR he coordinated for representatives of select mn " aa�i ovrrraimstsrne %�� mainstream and online print and broadcast outlets, accredited and a s rem°t r No ers and social nredi influencers pia large and engaged resrrest � ro�mfn�trrr, � sought have&a f nd th �i�iJ aundiences. Coverage will be soaught on a mnurltipiatform basis one of the most ii aeecies ;,,,s�� wherever possitnde, tnringrng together prirnt„ onlmrne and social media to maximize exposure. FYI) Lisa of n spe Key West Germans, Swiss r � to ravel dr ` The C ernaan peaking rnmket remain ex�trerne important ilia Florida Keys � �„ and Austrians appreciate the Keys„authenticity„ with research indicating that ecologlcal awareness is significant and sustainable experiences are extremely popular, GI Ns PR activities, similar,to those in the U.K. markets, will address open spaces„ suastainalaility and nature, encounters with Keys "Stewards" and nvildlife and lauddaack lifestyle experiences. The objective is to position the Keys vacation as one that high fights MMduan experiences, once-in-n-1 tetirnne adventures and living in harmony with nature. o complement outreach efforts and pronnotions„ KBC and GA will provide public relations support to the TDC sales team at&bale travel shows and nnedia networking events cdeternnined to he l�Vd u' beneficial to the destination. KBC .and GIA also va H also work with partner organizations such as Visit USA and Visit Florida to hake advantage of additional nnedia activities and events organized by these third parties, Mile individuua6 pron°roborurs and their details will be determined based on TDC research and goals, the following activities are render considerafion for the U.K. arid tern°man markets. .A Place That Shares Your Valises`"Campaign (U.K. in June 2023 World Oceans Day wall be celebrated across the globe and Key West Bride is scheduled in the Florida Keys, KBC Mends to capitalize on these two very different events via a broadcast carnpaign that showcases the island chain„ with a focus — 111 — .............. ....................... o m oumru�wuuraa�mrs" dmxiro ��� travel dmatmm�atimna � reflects their values. Ilu"n parts a h4p with a spe6afist broadcast agency, KBC unu H r � rmmamarsmmn raeamwdn uratru the nmportance of a deturuaatnmma" w0ues, 1°damm, poAjoning the Keys as a Ue,Ang example of incliusivity and res mrr Ue stewardship ardship of the n atuural world, KBC will use the research results to secure interviews on national and regional TV, raadiur and,onfirwm platfornis across the U,K. Yawing P11ace wwimtuunall ,the interviews will tmuatuunm a IKeys ruaahn rawoir mmamrut specWlst and a local LGBT, conamunity deaden, who � m will expUn what rma as the wflarad uuluwnu unique e and dui �tt meets the mends and travelers selek4a g Iconaunnag incliusive Io aal and those who w ant to connect with and preservetherratuarad amdm �tdaam �� ,� �»/�d an d a d �, �! m irmnr�n ient, Deshnati nn rmdl f eta wifli da mais d during TV dwtwwwtkr and online intermews, enablingOewers to picturethe s ter rrttuusratme I themselves. parsonafty"fDruda � y�a Il r t n ��00 ear ��of teas Keys' dth, uad rduu ,t (U.K.) ra ,��Dy rwftdw arwu dw t u ; ,Jf The, 200ttr anniversary of the incorporation of Monroe County, ro a faJ u J takJng placeJUyo 3, 2022, proOdes a unique opportunity to fr spotlight the Floarrda Keys, In adudltivam to undertakkig raxt rls ,w media relations actioty arounid the aninwersary, BC;wiH connect the island chain directly with consuiniers via wa wwu uraal event with pr uu ine nt travel platform Wanderlust. The 11K.'s oldest and leading lea(fing travel r"ma a nnu , `w 'andeduuat has a print rearderadwinp of more than "ttl ,0y00 per,issue, a wwwebsile that draw nearly 1 w mwidlio n raw rntdalyr page Views, 105,,00 e-inewsletter subscribers grad 1 a mpluus f 111 w rs tin Facebw.uualu, In to rare and Twitteu r. Wanderlust st ra adars want to travel to as natural„ green and sustaiuinaibile way, making theme the perfect at16ence to appredate the Keys,'corTanaaitrrumrut to environmental t �w ardshi . The dedicated Florida Keys event, dueled virtuuaddyw on or close to this anniversaryi, will feature al Panel of'Stewairds of the Keys"" five trrnirrn due destination,who,wwwdl rnwarlk the 200rth anunainvair war by sl,-uahing ways IKeys, residents strive to ensure tdraat tta6r hionia r is Preserved for future generations,— and adv siing"w° anud du,rat audiences about hone they rarwr d i their part. 'Terra ' in the FI ridi s(Germany) With, stewardship and enviironrnentad protection at the heart of the TDC mission, GIA will took to showcase to,German audiences this posRJve mmatriitauddGns being made by Keys Ingalls to preserve prieserve the island chaunu"s bn oadiv r intyw and pristine rna6ne lualautatra., QA will irnwwlfm a Gern,an film crew Iadl by Dirk Steffensof the Sar r; aafu&l 112 — scold al TV shorn "Terra ",to explore the destination, with a focus on the activities of several"Stewards of the Keys"` nd local nature-based attractions. Potential d ding segments may lnclnde reef restoration programs, the Turtle Hospital, Dolphin Research Center and Flohda Keys Wild Bird Rehabilitation Center, John PenneFarn m Coral Reef State Park and the Florida Keys National P arkme Sanctuary. "Terra " airs Sunday everts s on p ab c broadcast seroce ZDF and is watched on average by 4.2 Hanlon viewers.Time pro ;rain also library" attracts upwardsn the F edlothe online media � uar of 25 million views per year, ,N � � e Key West In Fashion (Germany) free pr , �mnf �� Cmfm errs and story With gay and gesbian travelers anticipated to be,among the boonm assets frcrrm d e diet sector's in 2023, GIA WH visu Hy remmdor e Key Wests LGBT desbnafioas. The a�tea credentials through a fashmon•based partnership with leadOg has fa,cildated the pl l' esecu. mof� specuaGist purblisher, e�dma" which omens five separate FT andtraps for des✓ titles and platforms, 1 lts planned cornerstone is a fashion photo shoot in fey West for greats„ r trendnt cMhirmg brands,with potential locations to immchide Fort Zachary Taylor l-fistorlc Mate Park,, the Southernmost Point and i top LGBTQ guesthouses, Also featuhng activities such as a Mu Q c.atanm�aran excursion and an island bike tour,the shoot swill l` ' capture the emrciternent of a Key West vacation awhile highlighting the" orne As You Are"and"One Human Family"values that make the cif`so popular with LG T l travelers. Locations may extend up the Keys to encourage au6ences to explore beyond Key West, Coverage mr dl appear across lens-Media"s print and online outlets, which co iectively reach more than 1,75 nAfion conmaneirs. l' e,ASmuralm6lis"y Newma,nPR contracts with print, broadcast and social media analytacal services that monitor public relations efforts, The agency frequently presents results at TDC meetings to provide a return-on-investment understanding of the FIR program, In addition" the agency frequently provides time TDC with analyses of various media projects that include the dollar value of coverage received. As well as quantifying tangible editorial c�overage results through financial analysis and data measuring tools from contracted resources,the agency also conarnumnicates the less tangible value of increased credibility that results from favorable coverage. NemmwnianPR will continue presenbrig analyses and reporting on the value of puNc relations initiatives, 113 — Section 9. Litigation The Proposer must provide answers to the foHovhng question regarding Urris and snits: b HIas tine person, principals, e ntgty or any entity premusly owned, operated or dgr ct d by any of it's officers, major h rehoW rrs or directors, ever,t fg d to complete work or proMe the goods for wNch it has contracted?No. I r taw)Are there any jud rn ruts, cg �nnuw„ arbitration procee6ng or emits pending or outstanding against the person, principal of the ent4, or sing, or any entity previously owned, operated or 'INw PRI f0m knows: J fG directed by any of its c finc rs, 6r ctors„ or, genera partners? the Keys better rr� i o. Mirty KishkenbergJrrf c)Has the person, prmc pal of the entity, entity, or any nntrty obe&AW previoudy owned, operated or 6rected by any of its officers Canada Major shareholders or directors, MtNn the last five(5)years, been a party to any lawsuit, r b r tr n„ or mediation with regard to an Agreement for smices simflar,to those requested in the specifications with private r public ntMes? N . t�9 )HIas the person, rnrnc:�pnl of the entity, or any entity previotisly owned, operated or d4ect d by any of its officers, owners, „ partners, major shareholders or directors„ ever initiated htignticnn ,gunnrnsut the Garrity or been sued by the County�n connection with an r greer°nent to provide vide ^ ervr ce ,, goods or con-struction services? . e)Miether, wwwth n the last five( )years„the owner, an officer, general partner, phn6pag„ controlling shareholder or major creditor of the person or entity was an officer, director„ general partner, prgrn6pal, ccntr Ring, shareholder or,major creditor of any other entity that tailed to perform servlces or furnish goods similar,to those sought In the request for ccnmpet lwre sohcltathon: No. r ; 114 — ;rr` Section Coy Fans „rr , Ernie requested by Monr inty fdow this page. OW con and I ded;�a Floridathe tourisaw fwstP� f 4pi � ROMMan Adown, rr 115 — RE',SPONSE U'ORNI RESPONSE I'M MONROE COUNTY ROARD OF COUNTV COMMISNIONRICS do VVIACI IASI NG DEPARTMENT' N)A I havc inckdc& Pvc,lix)sal ,X (Iaww"'K Non-Coflusion AffiddivitX-' Drug t,fcc Alorkpboc LmW I'mravtocc FomNJA I Public Entity Crin'tc,Staicniciq Vcirp(hw Catificrawn Regavdiog,Sovinized G"filf'o"k's C ki X In addifion,i havc incklkd a currou cory of the following professionaa%ficrils"as and txilsimoss lxw rrecipts., VIARW4&H*HZ NVili(M 0fC)x;Ka31vj(w mwini,txwk,am oy ormiani nmaaarsm'rax;(excip3 ............. (Cleck inark items above.as a tvWin$jej lbal fligi aCC jUdUjjjUjj Mailing A(Wrow Uj&11wdy.,suJ'w,20"I'deph(ma , Ifi�!XMLEL,12112 Fav Nonc ............. Andww A.Newman (fifle) 42 116 - NON-COLLAISION AFFIDAVIT 1, city or MAIDWII.according to law on my otuh,and under penlifty,of perjury,dejvsa and»wa1y th'ac I Ian President of (tic Agency of'Stuarl Neivruan,, A&l,pa ltttaws lrie� the Ploposer Imaing the Proposal for the proJec( described in the Notice ot'Request for Cora pelitive Solicitations for. j!M&g,,Wj)j4 public Relatio, kkAgligy 'ices fig Monrim Countv l"ou'rist D"Clomment Q�mci and that I executed the said Proposal with 1`611 authority to do so;and 1, The priw in this Prol-iosal have been arrivex], at in4vpmulviltly "rilhout collusion, consvilasion,c4,)jvunuuicAfiMI(0'UgIVICITICII( for the purpose of restricting Comperilion,as to any inaller relating to such prices with any other,Propiser or with any competilor, 2. Unless othorwisaa jvquired by law,the prices which,have Ixen quoted irt this proposal have not been knowingly di.wlo,;cd by the Proposer and will not knowingly lv disclosed by the Proposcr prior to Proposal opening, directly or indirectly, to any other Rroposcr or, to any Conipetilol", 3. No attmpt luis Iven inade or will be made by (lie Prol)o.wr it) inducc any other persav, partnership or corporation: to sublilil, or not to sublivit, a Prol-'X')Saj for the purpose of restricting Co"11"Ictition;and 4 niestalements crontained in this affidavit am Irtic and coriect,and male mrith 611 knDwIlodge thal Monsole County relies upon the tnith of"the statcment% wittained in this affidavir, in awarding agreements for s id project, (Date) STATE 01`� I'llorida COUNTY OJ":,Miari)i-j,)4de Subscrihcd and sworn to,(gar affiraked)bialbre mc,,by treans of LJ physical presence or I-]onfirve notarization, on March 9,2022 (Datc) by Andrew A.Newnmn, (name of afflarit). Fle/She is IwrSona,11y known to me or has 1A)rodueed ............... Y My Commission F'xpires:-Nj are'!",j Compciftive Sofiestation for Professional Public ReWianq Agency Servicel-2022 41 117 — LOBBYING AND C.ONFLI(TOF INTERvs,'r CLAUSE SWOR N�a"T°A^M U E'N'T UNDER R ORDINANCF,NO.010-1 1 1111C:,.-3*C:"L U81" Cazaalll' w^rta� aaCs Inc. (Company) "—warrants that lle/it laaas not employed, retaaira al or otherwise had act on dais/laa.a° bee alf aany former C."oluaty officer or c„unployc,in violation of Section 2 of'Oradinauct No.010-1990 or any County officer or aaraplrayce in violation of Section 3 of Ordinance No 010-1990. For breach or violation of this provision the C ota'any may,in its discretion,terminate this Agreement without liability and may also, in its discretion, deduct from the Agreement or purchase price, Or otherwise recover,, the full amount of any foe, commission, percentage, gift, or consideration paid teq�the fawnie^r County offiwer or a rnployee!" Ile ��dgaaratra Ne1 S d'ATI:"'OF�,� Florida COUNTY OF:-mi tt.D"talc Subwritvd and sawrom to(or aaffirtned)hcfiaa e me,lay raae,a lls of t d physical pr sa amce era C 1 aaaadicac notaari"nr ion, on M,ar h 9,,2021? .(l taatc) tay AWmvy Nc wmaaa zaarrne of aad"liaarrt Ife/Shc is wrsonaall laa"aown, to rare or laaas.. ( �, I "�, �� Ias^raalaacced (type o identification)as identification. =Ny w6t'tlEatft�caaaus If I .uaa.aa�a°r y Commission l,.xpircP9 J, rtr ,�y J'Q' ( Coryipetitivc,Szrdla im ion Go I"rofcssiosud Public kchaakms Agpmq a'rt aaa s-2022 FORNI Ile wWcrMWxd vmdor in accordmice vOth J]k,)rkhj Stattite 287.08,7 hemhy cettifics,fluw J!,n ----, ,----........... ............ ....... (Nurne of BuAnem) L PuNisks a swWrneant rrotif",hlg 0111ployces that the unlawful manutheture, distribution, its vdng, p n ro tcW or im; ofa corilmlled submaricc is prohiWr,,d ir) the %vorkplace and sNxoi(yming the actions flot wifl!!,,w la'ktri agalnst enlployms fl,)f Violations of'such 2. lohnns empkyees about the dangers oftlrug obuq-,iri sheworkplacc,the busincss'.s I'mlicy of ou'dalairting a drtig�kkx,, vantpla.4 iwq gwaflablv� drug cluployee assistance PMWWM&MW Me p=Wdm dial may be intposcif upt)n am'iployms for dmg, sbust:Viobalons. 3, Uves cach employeic engsNed in Immilng the commodlHes or awmaual semices dutt ote undeT Proposal to copy ofthe in Subsectic"t UK C In Mc �tntertieni spe�,,,�iFTC4 hi submeawl 1, ltodfics 111C, Volployms tbat, as m Condition of Working,0i'l lbe Coriltriodifies or contractual services ilvit are Linder Propom(il,Uie(mipfoyce wW libide by tbe terins of dw smemerit MW Ywill nolify kite orriployer of any Conviction of,Lit Plea(4, guilty or nolo a ntcn&ry to,ajoy viohaioji oJ'(,1wp0Qr 893(Florida Slattitco or ofany controRed substancc; law ofthu Wwd Sums or any staw. for a violation occurring if)VIC workp%acc It(,) later than rive(5)days,nftcr such conviclion, I WPM=as swx(jobi on,Or require thvmlistbclory participatioll ni a k1mg abltsc assistance,01, rch=wWn prognini if sudi is avabblu in Me ampkqeds commurthl(w Lanny onVkqcc who is so Ccawkted, 6. Makes to good' fbah cWt to cauthue to nWain a drug,1'rvc workplojec throagh implcn leritation of this sccfion. As,the pemon authosized to sign did s0dwitunt,I uwf,Mat thim Agcney munpNes NJ wth Me Aiovu requimmeas, March 9 ... ,2022 ... .... We STATIV OF: Asida ('10UNTY OV-,—, � jamf�,L ............... Subsc,rilwd andsworn to(oraCbrizd)b4ore ine,by awans of t)Phy'sic."'d pre;wnix or t taruufNuule notart/Alion. on-) V 202 b, 4411,b to, U jj0 ---jDa Y 'A ;—* (nwne of aftlant), HeNte is personQ knovAi to ine or his produced NOTAAY�ih�iR SA ),Jt�J�("�Alltl�l My Con'trniision E"xp fires: Yll;jnlh, J.2,23- CU411OWY0 solichatim lur Notmimai Public KvNoiosrs Ngvx� v) 1wrvxxxq-2(r22 119 — .. ". ^b P"�, II YAWN t a�, �............�..., .�,.� ... ,me..µ...,.,......... rnwtm i 'Nmamiuuumiroiwimmuu'ni aumww...... " parson or rat"lilitttw;who has la xii ltltr ed on itlw Convicted wrrtndor list kAlowing as convic°llot'a for poblic emity rrlc c.may not morn ar laid on as c:artratr wt tca laroOdct any goods or .rvlct* to public 011taty,r acy not scrlrat^rtt,tr bid on at contract with ca putilic entity for t o constraction or mp a r o to public ltaal,lcllr°rf,or public work, may nut submit bids on tcraraa s of real pivperty to Public entity, rratay riot K, rawvurm`ded or lvrforrra work as ca t,"t."INTM "l'C:111, stt lallc,r, setter car°rtrrat tatµ,car(t ltcl"'1'lt wt`"1°C tl cartwlrtr as c^orrtraac°t awtltla anypublicenfily.atid may not trattasixt lwtasiness with any puh he entity in cuess of than,thmsholtl araraount,tarovidexl in Section 287,017, fret(7,ATf"()ORY TWO for a period of 36 o trtlLs frame the date of being placeJ raxt the convicted vendor l have read the aalltowr rared srattr that wither Sumn Newnan, t aaattataµw LA A, , omrrt,l"t°a";alticuM)(l ctslaoradvnt,s raatrtrc)nor arty, ff liate!tars boon placed on the convicted, S"C ador list Watleara the list 36 monflis, w,:„ „� .:. . . . . . . . . . . . . . . ........ .....�.. (Siguaatarrc) „AIT', F: !tart COUNTY 01,`» trtl�l r Subscribed and swoyn to(of,taffirrr cd)!raters me.,by m aaaas off",talrysioul lares'unce or C.1 cartllrtra wtotrtrlrrttorr, or) rtrolt t',a�Ch?" (Date) labw rtslr�c, a a . la wyw thaw_... .... ,,.._.......�.w.w..w t ratarrrc^ of a ftlaatrtl„ !l ISItwr is personally known to taint or his produced (type ua.f'ideratl ficatiota)as'identrlrr,u„rtirm. " b`r t M Pd?jm �,��.m �/u �y.�y`'p '�y'y,g to^,µ^� g+ ,.. ,.... A Y ��?yyy.b,4'YB.R iMyy%"��k d.p5p✓�����yy1iN¢".�N'0.9�t,�p&gm�9in iF� P W�5 F 1 al g d l�l AC P11 ,vv Fl.I�t�ae�wrll.R+lll�bWltb"d'w��a�,@W"A>% k w �, t rurars nc rwwtt„saa'a y t"aart rarrsslc:arr F,Xjlircsu M, gl µ2&: 4 oju G ivv'SAa4kAsstrayou oy Pa"aJ'v&4iim31 PaarwheRc.iAitmwaftu^maa.y Stirwrapmw 2W2 — I20 — LOCAL PUITRENCI FORM A Vnxion rdmurg,a aouy prederewe aar>wr dan tra Soc Nfow d wzy CO&WA1,11 COMFA*tr sftsa'faarrra, rd.=*offarrwet a Duc, k. x% m4m ha%,*3,VOW xrr,rdpr to rkrr'a amedr ra x ra tt To Ito,M ararraaa('04my T'Iw Cold r dared*d least one year poor to rr'ar m regw.9 fees bid a m17 db vwdrar hnv 3 physicA braaaxa ar dressy Ia And rowutm.,' uar C orb"rdw T,,,etdm op rrraaa rar r¢fomn brrrdra r'a.rr a day-rra-&Tbara;r dot as asubstZmal m4oawr of ad f fr or %emu*% burs v5w*4 to Mmtoe aaaaraaraa°" �r�r � a rr�, ;air aaa�rarn b aarr;rosaab, the rare off regwn fbr'bids or propmah, (Pk%sehiu! coyyofFkci&r)epsmwat of Stme Deriul tw EaMy islam she shown);Jh apal err) pL„drr'leas', y'e'lepfhmeydr k tt. fi. L rda r daarcrrrara rrarr rrd ar grad rr rcr�s rar a f tda bra 'a,,,err arm Ca COwtnxV=aua 9aasal'baardm,ws weenug,tda,,crp mU mbeve as to hcemaard and ImmOCRO f. CMy of eaayat of t ,barraa rr I=pad to the M=oe d,"ea sm Tam arodLraaarar bd`adr vibc rrairrrir dsted r!t Imm erg y r paaet to dwoomt or requ rr fut btd OT ptoposal, .'. '�aabc max arty exr ar'darra dr'' ^y,fr�rsa ww ada�agar trrr err;t,ar; Takphow.yd ar r r m4wimV'aati ;umom.'fm PaC�V7 MUCW1'pda R'AUftm..aq&,), ac,^, Feats.NewrnanPR does iwt a dda fity for kxaPpreference.statuls, how �t i nth noting that TIC account supervisor Andy Nemian o1wis a residence inislamorada that frequendy serves,as a sateNte Wce for ffie� agency, In addition, the Keys PR senior account xecuttve and web editor/Upper-Middle Keys stringer are full—time fuff-time residents of the Porida Keys, as is the tr ct d LGRTQ media specialist. — 121 — " C C°�C" Prqjed heslmcculcrat'Vamdwar Slraraue¢ Stuart Newmark,Awwasa;Nates Vemfiar's Atrf�rl�It tcc�ntatw a w Su Nnme and 1 trle „ii«c1C,re^, A Newman __._ .....w.. 1°"lac+r°ac 1"~lututww w:.,ltw i 3 14ti' t 32 wk.l. . 1?rraatllwetcbrsn..«««rw1 rtltatt,ytraaaau„r«e«« , rcstica;�1�t.1t1S,yCct1 St°atatc�lrerrmlfrhttra at aaarwrrry hrwrrw hlctul&rat„uru"��lmrmrlfttat,a rrl�marsatl t"rww°„ur c¢mtatr latrw tar r�ewlrt� eraaamtwata tlmr 1Graa�rwr twaww,nta wtl"arty acwrr�lf,eat the t1rc rat°"t°u �ccrtluy„e. tctr ^ruwraC.flme a` twaray 'is on flrc Serrutrmtved Gwripaniesdull Boyc(At lssaacl C S1,pvtuacd 1+crsa ull to Senrtlrat.15,4725,1a66c Staxwei,ear is camyttped in a 1'10ycrttt of Israel„Section M,t 15,Pltarlwlar Sfatwc,t„al.wr"w latohllatts 0 comrmny ltwursa Rrlcleltrryt Oft, m-thmining,a pre trs4tl for,or cotering tetc or renewing ar Contra t6r S vcs 'wwcaVlces Of"S 1,0 ,t Or MUM,thAl ut,crt clthar the Sc ulini zd t"csara,«zanies with Activities in�udarra List or lbe$cf utirmcd C;,`raarbyw crti wish Actwitio in Ott Iran 1wct alerrarw R?6'rrc y Scvlor Ltwwts which vrcrc cicwwafeel laaar ant to a„2 t 5,�473,11oritia Swim,or 1s etrgagpd 6 lt'rr541CSS a'a IN AaUGM,aa t;:;errlwar Or SyriJJ As Mite perstar a utlwar io-A to s gla on Whaty ,Ros'pa lulllow,11 ra ay Celt that tho ccwrraCaanly%dcwrtHt Vd above iru fifes .c #teat ewti(km1"Reqwwadeot Vendor SAW,k meat Wed oo rlte ScrartlaCzed t,aarraCt miff thwwr Koyctm Israel Lk or erryraattesal in u Wycrwtt of lfwa°twrtl fatal taww lwrr«,ovate°34 wwt"S1„fluty„d;,00 ewr more L^ rpcaf iistel ecm c,btlrrmr the Sef`autifttzert t.`owrsyaaarcz wltlr Aoivifies in Sudrol List.the ftralraswl t"ctrtp~ mttiev with Activities in lite frwsa Pewireakuuaam is ugy Sector Lim,or erwto'rR ayl In tatrwtrwesesA awtaersrttwawres in d:rrl,"I,aa or Syria, 1 undmund that leumumrt to ScOon 287,05,Fl(midu stmotes,the,arahml wl r of ri filse Certification"my subjecA omilimily to civil perutlfies,zttoro "a Cees"ara su ccsf s,l lrethof that ally Ceatatr t Willi Ox Ownty may lmu wimirOvii,as fC %Aw,cf the Cw rrfty,if the CoInIm ry is round to i wvaw Sulmlitted c f4kc wrtifictoiom Or l aw lacwraa lwlamd east time Sw"rwrtaarolzewf(:"rwrea«sua ims that Boycott kr„ael List or crt«tw go3 nrt a hoyrwrtt of Wad or pr uccaf eats dht Cw'mmrw aaalm wvath Acfuvrltts ltt Smian loot or tyac Scratirtuerd 4"emrcC amics with Activitim awl Ow"lwarf lact"t amrr Lnerf""Y Sa,*e or List or hmn in husinesso teameflaarw in Cmha or S,riwk. Clcmdicd Oy A;�«wt,it �r . rrw ly � ...._ . ... ... who atrabod i to Sign 0" 4 hwt1C°cf live above rwa.r�emcd cmr raray , 1 a"tiarftsmarcel lily«aratarw—mw........... ".�,,, Print'Name: Aadiew A,Sewnatreaarw TOW tutc;tl'hc C.iwar uwm,aw crtCal'mCc art time fawltr»wwlstt fyclaaztarrCrat oval 1wlzwru ry ewttcarf Scrvacvs Site; t rtL..; wy wm Alan wITrrfef t(I<s klh tayd to a Atrotrt tadwcart,,°wI to Jaaim«;wait, is t we arewl to wrr0wry vupttwaawa c,txaw,< w r s Olih aRw,« iz^awcrewwwawrwwas cwaawtrwaa'a aretNawr tayw ' aray tltww c iuticut atic wr 1"Orj'tijieziuuW 1 ubfic Metal ins Agvwya Sir„rvic a�It1"U I22 — NewrnanPR corn lies with aH insurarice requirements as set forth in the Instjrance checkfist for vendor's subnutting proposMs or bids for work ki this request for competitive solicitation. Signed insurance agents statements foHow on this and the next page. NSURAPOIT AGENT";SUATEMENI' t have mvimod Ow k0ywc rqWrvrwav6 WWI dw,WW4,r flamed b6rw,11w 60lowing 4)pty it e phey .............................. ........Comm.Gmend Lialw&ty 112095378447 No drductiMe Auto LuaA RVY)5578447 No dMucolyle ................. ...... 13 0w,w5 $t wlorkwl,Comp, W67)755949 No Labkh(v Risk S(n M CO. Lwla Yq,—offiCO 1w,"nume Agway SaWvauvv �,wr)FRS S rA IfArl"Nl mdmuind Oc,hmmanov,(fim WM he"nondalolly Ow omarao amd wM cmiply in Andam A. -----i-----d-e-re- ------------ ...... ...............lnsi - ffidda'Ar mid Tildc rvwmfuwa Cognpany Nxrc': �14 Aw Pa4v 9 xwl PwAA,Wflaw"fm SO,,,,W,4,a 123 Section 11, Oth�er Information, IOU 1. ore tbiain 41 years of experience, product cede and ai keen understanding of the Florida treys with a deep-rooted affinity for the destdirnabwi, fts people and resources, . Proven,trusted red baan.s ps with:media„ the Florida Keys s tourism 4�d( sector and government Acfads, Superior pnnbdbc retabons sftdfds featuring a wordy etfndc based on ante rVit ,dedicabon and a 4,,/7/36,5 get-the job-done attltude. dwng awnd twimg eye know C / f`�ll t"atandbr J, Agency Founder trmmpp, SGI Stuart N ftnin raMaxh 41A W19 i i "He, saw something 0 the destination a#610se year's ago, that no one else ttt . Stuart is a her to tine tnrnis ttadit uurnd'tnst annd"the trntnrr,srr-base economy we, enjoy trf'ay.' TDC Director SUM Mitchell, ed in the f a mi HerAls obitrarar on Stuart G, 124 — REQUEST FOR PROPOSAL C HEC KLIST Hease ensure that all items have kx T� n check-ed before sulnnittmg, Requwst for Comm pe,unve, Solicitatiou,Submit du s the ck-listas the last page of your proposal I over Page V 2 NxTative SelfAumb,,ms V 3, References V 4, Ghent hifonnation V 5, Financial Statements,Accomiting mut Bookkeeping,Puxrdures oe 6 Staff Inknmation 7 Service, Capability to,\IonrcK-(",murry oe 8, Compensation W, 9, utigibon V 10 CotuitvAnsmmice Fonns(Your Agens-Must Sip Insurmw Mxurmuts) V I I truer Infonnation are 12,Completed CompefitiveSobeitatim(IrcUst Competitive Sohemition for Rotessioual Nblic Relatons Agency Servicts 2022 - 125 - Appendix III NewmanPR Written Responses To Auditor Questions 126 October 26, 2023 Written Response to Auditor Questions n' . E MAl' P 2140 South Dixie Highway,Suite 2N Miami,FL 33133 Oct. 26, 202 Mr, Noah Browning Senior Internal Auditor Clerk of the Circuit Court&Comptroller 5,00 Whitehead Street Key West, Florida, 33040 Dear Mr. frowning: The following provides a primer on Graphics 71 and also answers questions that you had that have not already been answered by Sandy. Graphics 71 was initiated as a separate entity within Stuart Newman Associates to properly document work done by the outside the scope of work detailed in our client contracts not only with Monroe County„ but others as well. Specifically, it focuses on photography„ print production and an occasional video production project„ that would otherwise be done by an outside vendor.. It is not commonplace for a PR farm to include photography and production charges within a contract, because it is extrernely difficult if not impossible to predict what is going to be required within a budget year. To be clear, our contracts with Monroe County have never included producing photography, print production and video production. We use a number of vendors to do projects and their selection is based on their experience to get the job done as well l as their location IlNews videography,and news still (photo acquisition is different from any other visual marketing discipline and it requires people who have had that kind of experience. Mr, oah rownnng t — 127 — Using those individuals provides us the ability to achieve coverage in major publications, news websites and broadcast piatforrns around the world. Our success rate in achieving major media coverage is something not to be taken lightly and is a program that other DMOs would love to have. My father, the late Stuart G. Newman, came Lip with the concept to begin Graphics 71, sometime after I joined the company in 1980. My father oversaw the company's finances up unfit his death in March 2019, 1 don't recall exactly when he initiated it, but I believe that Graphics 71 has been in existence for at least 35 years and, as,far as Monroe County is concerned, the firm has been billing photo and production charges through Graphics 71 for a long firne. Sandy has Quickbooks records that go back to 1996 that show this. Stuart began Graphics 71 because there was a realization to use my news experience that sterns back to doing work for the Miami News, United Press International and WTVJ� I understand differences between news and marketing imagery. I do the billing for Graphics 71 and I started using a software package called Filemaker back in 2000, 1 currently have 950 invoices that go back to March 2000, They include TDC, Holland America Line, Carnival Cruise Lines and other dients. The hourly rate is only for actual time spent shooting, editing and digital post- processing, transmission or in production. I don't bill travel time, lunch time, etc. In earlier times, before digital, there were expenses such as film and outside film processing. Now with digital, expenses have been minimized. Now, let's get to Your remaining pending questions. Proof of Paymen In addition, please provide proof of payment(copy of bank statement showing wireldirect deposit, cancelled check) for the following: • Check 1247 to Graphics 71 dated 1217122. • Check 1016 to Graphics 71 dated'612812,3. • Check 1347 to Graphics 71 dated 7125123. • Check 1345 to Graphics 71 dated 712,6123, Originally, Graphics 71 had a separate bank account, but that account was closed several years ago when we changed banks. Stuart,who died in March 2019, did not see a need to incuir bank charges for Graphic 71 as it is simply an internal transfer. For the past several years, Sandy has been processing bills frorn Graphics 71, as with any other vendor. But the check is not cashed. Our bank will not accept check payablle to Graphics 71, so she destroys checks, Mr, Noah BrowNng 2 — 128 — Sandy rnakes an accounting entry recording the,payment to Graphics 71 —a separate income account in Our books which is obviously,subject to company income tax and is, processed by the company's accounting firm. The check and deposit offset to$0 in our books. There is no bank transaction, This is why there are no cancelled!,checks to Graphics '71 Invoke 118,14 In voice 116 1'4 is for Mr. Newman to tra vel to the burning of hurricane flags sued'a manatee refease. Per Invoice 11815, Graphics 71 also charged for photography of the burning of hurricane flags and the manatee release, It is our understanding from the contract that the managorrient fee is to cover staff expenses for Newman,PR. How is the work charged by Mr. Newman under Graphics 71 not a staff expense,covered'by the managernent fee? Our contract with Monroe County, nor other clients, covers photography, Hopefully, my overview presented at the beginning of this document answers the question. Why does the Graphics 71 fee not cover the cost of travel? Travel expenses,are always reirribursedfor any client. Again, as outlined above, I have never charged an hourly rate for travel, Travet expenses are normally reimibursed via a county travel voucher which has,been processed as a Stuart Newman Associates expense, as all of our travel is. Invoice 11982 Invoice 11982 is payment for various services to Graphics 71. /1 is our understanding from the entrance conference that Mr, Newman is responsible for Graphics 71. How does Mr, Newman track hours bitted to Graphics 71 in order to ensure the invoice frorn Graphics 71 is accurate? I track the hours based on a start time and a finish time. Se veral times, if the project goes beyond a reasonable firneframe due to factors beyond my control — !such as weather, etc. — I don't bill for hours not working. Other vendors do because they are on the job and have committed to the time. Who prepares the Grz phics 71 invoices? Andy Newman prepares Graphics 71 invoices, Is Graphics 71 a legally separate entity from Newn7anPR? Please provide the corporate paperwork and Sunbiz annual reports, Graphics 71 is not legally a separate entity. It is not a corporation. Nlor has, it boon regiis,tered with Surrbiz. Mr. Noah Browning 3 — 129 — * How does Graphics 71 detemVne the hourly rate charged to Newman PR? The hourly rate is determined based on market rates examining other shooters with the same level of experience and knowhow. Rates are typicaily lower than comparaWe resources. * It is our understanding from the contract that the management tee is to covered,at expenses for Newrr)anPR, How is the work charged by Mr, Newman under Graphics 71 not a staff expense covered by the management fee? Hopefully, I have answered t.his question above. Feel free to reach out with any other questions or needed clarifications, Most sinoerely, Andrew A. Newman, President, Mr,Noah Browning 4 130 — Updated October 26, 2023 Written Response to Auditor Questions 1Pi aide Soudi Dixie ie Highway,Suite 209 i ewmaanl? . om Oct, 26, 2023 Mr. Noah Browning Senior Internal Auditor Clerk of the Circuit Court& Comptroller 00 Whitehead Street Key West„ Florida, 33040 Dear Mr. Browning,: The following provides a primer on graphics°l1 and also answers questions that you had that have not already been answered by Sandy. Graphics 71 was initiated as a separate entity within Stuart Newman Associates to properly document work done by the outside the scope of work detailed in our client contracts not only with Monroe County„ but others as well. Specifically, it focuses can photography„ print production and an occasional video production project„ that would otherwise be done by an outside vendor. It is not commonplace for a PR firm to include photography and production charges within a contract„ because it is extremely difficult if not impossible to predict what is going to be required within a budget year. To be clear„our contracts with Monroe County have never included producing photography, print production and video production. We use a number of vendors to do projects and their selection is based on their experience to get the job done as well as their location. News videography and news still photo acquisition is different from any other visual marketing discipline and it requires people who have had that kind of experienced Mr.Noah tar n�nq t — 131 ^ Using those inidividuMs provides us the ability to achieve coverage in major publications, news webisites and broadcast platforms around the world, Our success rate in achieving major media coverage is something not to be taken lightly aind is a program that other DMOs would love to have. My father, the late Stuart G. Newman, came up with, the concept to begin Graphics '71, sometime after I joined the company in 1980, Stuart oversaw the company's finances up until his death in March 2019. I don't recall exactly when Stuart initiated it, but I believe that Graphics 71 has been in existence within the company for at least 35 years,anid, as far as Monroe,County is concerned, the firm, has been billing photo and production charges through Graphics 71 for a long time, Sandy has Quickbooks records that go back to 1996 that show thiis. Stuart began Graphics 71 because there was a realization to use my news and production experience that stems back to doing work for the Miami News, United Press lintemational and WTVJ, I understand differences between news and marketing imagery. Furthermore,there have been significant photographicIproduction equipment and software purchases over the years. I do the billing for Graphics '71 and I started using a software package called Filernaker back in 2000. l Currently have 950 invoices that go back to March 2000. They include TDC, H�oltand America Line, Carnival Cruise lines and other clients, past and present. The hourly rate is only for actual time spent shooting, editing and digital post- processing, transmission or in production, I don't bill travel time, lunch time, etc. M earlier times, before digital, there were expenses such as film ands outside film processing, Now with digital, expenses have been minimized, Now, let's get to your remaining pending,questions. PArDt 9 t EA YM 2133! In addition, please provide proof of payment(copy of bank statement showing wire direct deposit, cancelled check) for the following., # Check 1247 to Graphics 71 dated 121712,2. 0 Check, 10,16 to Graphics 71 dated 612&2'3. Clieckl3,47to Graphics 7l dated 712,�213. Check 1345 to Graphics 71 dated 712612,3. Originally, Graphics 71 had a separate bank account, but that account was closed several years ago when we changed banks. Stuart,who died in March 2019, did not see a need to incur bank charges for Graphic 71 as it is simply an internal transfer, Mr. Noah Browning 2 — 132 — For the past several years, Sandy has been processing bills from Graphics 71, as With any other vendor. But the check is not cashed, Our bank will not accept a check payable to Graphics 71, so she destroys checks. Sandy makes an accounting entry recording the payment to Graphics 71 --a separate income account in our books which is obviously subject to company income tax and is processed by the company's accounting firm. The check and deposit offset to $,0 in our books. There is no bank transaction. This is why there are no cancelled checks to Graphics 71. Invoice 11814 Invoice 11814 is for Mr. Newman to travel to the burning of hurricane flags and a manatee release. Per Invoice 11815, Graphics 71 also charged for photography of the burning of hurricane flags and the manatee release. It is our understanding trorn the contract that the managerrient fee is to cover staff expenses for NewmanPR. How is the work charged by Mr. Newman under Graphics 71 not a staff expense covered by the inanagement fee? OUr contract with Monroe County, nor other clients, covers photography. Hopefully, my overview presented at the beginning of this document answers the question. ,o Why does the Graphics 71 fee not cover the cost of travel? Travel expenses are always reimbursed for any client. Again, as Outlined above, I have never charged an hourly rate for travel. Travel expenses are normally reimbursed via a county travel voucher which has been processed as a Stuart Newman Associates expense, as all of our travel is. Invoice 11982 Invoice 11982 is payment for various services to Graphics 71. It is our understanding from the entrance conference that Mr. Newman is responsible for Graphics 71. o How does Mr Newman track hours billed to Graphics 71 in order to ensure the invoice from Graphics 71 is accurate? I track the hours based on a start time and a finish time. Several times, if the project goes beyond a reasonable timeframe due to factors beyond may control -- such as weather, etc, - I don't bill for hours not working, Other vendors do because they are on the job and have committed to the time. Who prepares the Graphics 71 invoices? Andy Newman prepares Graphics 71 invoices, Mr, Noah Brow6ng 3 — 133 — * Is Graphics 71 as legally separate ent4 from NewmanPR?Please provide the corporate paperwork and Sunbiz annual reports. Graphics 71 is not a fully separate entity. It is a division of Stuart Newman Associates, d/W'a NewmanPR as outlined above, There is no oorporate paperwork, nor Sun biz annual reports for the entity.Graphics 71 revenue is reflected within the company's books and is subject to revenue tax that is pro by the company's acoounting firm, * How does Graphics 71 determine the hourly rate charged to Newman PR? The hourly rate is determined based on market rates exarTuning other shooters with the same level of experience and knowhow. Rates are typ,ically lower than owiparable resources. It is our understanding from the contract that the management fee is to covered staff expenses for NewmanPR. How is the work charged by Mr Newinen under Graphics 71 not as staff expense covered by the management fee? Hopefully, I have answered this question above, Feet free to reach out with any other questions or needed clarifications, Most sincerely, 4g,144-4o'-A ItAo",,#X4-0t, Andrew A, Newman, President. Mr.Noah Browning 4 — 134 — NewmanPR Accountant Emails Responding To Auditor Questions Noah Browni Front san�dy@ r wvm onpv xorn Senh I hursd,,sy,Octobou 19,202 2:25 PIA Tw Noah Brckwni�and cc: andy@nevimanpr coni SuNect; RL f4st buwh,of pwof of payiIient Attachnvontv JOJO Mo<'Iys 24 pdf HeHo agaHn— Nease caH one Swidy.Ws much shorter to type,0; d pay JoNeil frrornro her kvvoices.She's been Wfing$4,500 for socW/web ed0tor,not the$4,750 on her contract.(Copy of her recent hnvoice attached.) KBC payrnerit us adjusted by$35 to defray our cost of an tlnternauorvaH wdre transfer, Ashley is reimbursed for her out-of-pocket and miteage.She also car6es a company credit card,whWh she usats for mems and incidentaK These are ktOuded 4t the per dierns that are submftted to TDC for reirribursement, RespectfuHy, Sandy NewavdOR Fra=Noah Browining derk corn�,^ Sent-Thursday,October 1%2023 1:54 PNI Tw Ccu andV@nPwrnaiqjr)r,com Subject:RL first bunch of proof of payment Good Afternoon hAs.CamlipbeH, 11 uevkswed the dnformalion in fl"nis batch. ?How V%what 11 was We to ft 11 reconcHed the payrrients fur Greg'rv,omba and Carcfl Shaughnessy to thOr ves;wOve contulcts d was rwt aWe to re co Jo NO Madys, My inalh by t1he ContraCt ds that he p ayrneira shouki be$7,750 "rhea payment reads as$7,500,Newvp h0lis me unde stand the variance t was riot abh,,'�to nnatdii fl'ie IKBC payment to the certificatksn My math shows thir maP payrnent shoWd The $52,907 67,whk1h is$»:fPr above the S'S2,872.67 on tine 4ro trainsfer.V kuxsvo its sniall,bUt[fleaSe ilO�)rne understand the vwiance, 11 was not We to: vnatch AsNey Serrate's r6nibursemerit to the cerbficaVon or the travO form My ivafl'r shows her r6niburseiineinl shwdd be!,,P345 41 for the 3/15/23 payrnent,wrkh is albove the, S205,41 Owwri on t1he: bank staterymm, Nease h0p me understand the vahance WHtIh4 those exceptions,Ow docurnentahoin ds workung,Orxe If woirf our the rwaroes,11 Ih opefiflPy won't bother you and the cancefled checks shcwld be very st4ghtfsoward, Thanks, I 135 Noah Brown n � Fmm: sandy@ newawnpoco m SW Thursday,October 19,2023 231 PM To: Noah Browning Suhje,ct 11835 AsI ley's notes are in hfile 11835 hni"cc 1183 5 1 s 16T tr,,,v,c to Ic I h%on Nn 11,202 2 TEK' n r co qi,!,r Yt K W * %Vhy Id M,Sermix smk mkibmwmait Ayr Huce days uf rolal am ugge wit ono one Mgfit in Key Wcm? What wo Ow bwktos nmd Rn Me Als of u mnwl vim? I Idukud up Me renU em(w&mQ 12 1 t Ar m eky dMarowe on Nlmda,,,�mo,rnmg� 12 d 2 1 tk"pari"xJ bcton,,, 0le rl,,,nLjl luau aEvspru arlri.iva.6 an N'Ion da"", x,vvc had an"],mPvcungs rQJlt luk:,di"'Oldo en r,,yru1, uur lw a a \Vc-,t, * V"y did Mv Sam seck 4,ir gialu ty kw11ae tr(,)RI,Y`Fhoc is no I,6rm ta11 u.Vrryal ilttscrRrAig We pwpw6witmak !Or lhu can hum tmialAninal is linQui U), entertaining rne&a and"sit f("m,staff', f loua a roHcy Nair v,'as part of s vrdeoshoot fin,ow,soci d "Kha Channek, %VC CaNUMI LAMM IINn? Ww", us'e'd f6r 0t("dc"min"Ifion's sociiA mc&l ch@ ,alnck Reds edhJy, SaWy NewmanPR 136 -- Noah Brownin9 From sandy@nevimanpr com, Som. Th�,osday,Oclobiei, '�19,2023 236 PtA To: fbah MvwWng CC: airwdy@0iim,)iiniiinpr,cowvi slubjmt,: 11853 11853 lnvoicv I 'l�--63 is for reknImrsernent for an inAueneer ldp Sm CumWa.Alur"mact ivith the inVuenceir sum that Agwance on A whWe is not reimbumsuhN, I k)wuvco NewmaOR pAd le 9JAH aw of le llvlvoik"A" frorn PO N kicludung insmauNx, o %lq dW NoNnmnPR a1mv !AtA U) NvAm A the Wsmatme? a Mly dM NewmuWR pms Me wo on W the TDC? IQ 8OW3 bWkg IMs N a,Wake, I didnl we an Omqw Or haummy I AN dmet see iW 14case show mr lls v011 pmbuWy happc'ln "llgaki, ReWenhAN, Sandy Ne iron mPR 137 -- Noah prow From: sa mly@ nevw 111,11 a ri;p r,cr�)im SM: ��v,�irsday,CktobeT 19,2023 239 PNI To- NwhBwmQg cc 5441400. 118B2 11882 Invoice 1 tl882 us Ar MmA rdmhw=nwiU Ir AsIIIWX3ppqZ R to LA Tmvd aW Abmuw Mmw. o Re spuddom nWhW pnmwm W mitt vnrr�,°,fboid shows the nifleogic an,�J pen, dient inica jr�'�kl to AAWy W 3n513 Oa dkmt dpoW, ha Ow NemnmPR hwAce U) nX" Whwd 2nWAV3, 1%6 ara n pmWmjblc under We contmo. Why WWwrtimOt invoicing IpHor lu the paymont dMe? lo The inyc4ce nows a LYR chuse Air tmvd thm hmm,tcm thc Nfiacni Airport, 1)w,a n'0e6a't;V,',t chairp;c Am be Ap Emu Ae Pvfi irni ,'Nirpov to,Imme How dW AAWy We bom be ATom wkn Ow und LyA h)get to the alMon?Tbem is no car Imuking the alwched, 2152W3 The papnou daw imue was my WWL The pWn mms k)KeWde he"eirril)ursernent wilh lux next payrc U area dep(Q. I reallaxi after Irepadng Ow knoWe IM h %us too late toadd 0 u(,)flit Feh 28 payroll, as I chianged the date cm de spreadsNe to the next pay datc,when At wotfldactuaUy 1)e pai(L The Tiffleq;e vs Lyft issuc- shley took LyA to Me akpw't,, I fer husimnd picked her up from the Wrpwt vOimi she rcummed, I remernber ffiis one It luoked odd to ine,too, so I ivwked ahmat nat the firne, Respecd^, Sandy, NewnunPR 138 Noah Brownill From: swidy@ newmanf"n xarn Sent Uhtv,sday,C)<tober 19,2023 2A3 PM TO: Noah an")Winnf',) CC: ar�,dy@ i�iiewii nanpi,coai 1451utqOrt 119D6 11906 41 Invoice 11906, k kw LGBTQ mingerscrOcew "The invoice is dotal aka mh 29, 2023 wKI the cenikahon, of pymon moms be pay dwe as Marc li 30,2021 Mwova Ae xnvok korn ffic:L(",3BTQ stringer is dated March 11, 2023. I'ler Ae omuno boween Be TDC and NnvmmPIAAmbwahQ eMmum sue w he hivcwiced,.,kfier paid and.rµw ww uw,v,r Ir1ruh:,red, a My dW N&wrnwiPR NvAc the TDC pAw to the date the subconnacuir WnWued an OWN? a�wWhy(hd NewriniinIsR invirAce p1rior,taw servicc,,%twing fidly riender(Ni I)y the stringer? NNW-Greg Twrnbe 'Fhe was procc-ssed En ffic last week of ffic nionth so the contiactorwoiLfld ix paid timely, ReMmOdy, Sandy NewmanPR 139 N oai lij Brawnit 4.1 From; saindy(s rwwrrvmpr,con'� Sent: Thursday Cci,.tcb,,v' �9, 1023 2�41 PfA Tm Nwh BmmNq cc andy8n*wrrvmpvtom SIUNW. 11B99 AmchmenW NH MeGmMh RmemMmmPdf 11899 0 Invowe I I 8m)9 Is' mcnlrlbulscrn("W to a ftaw'cl wntcr fix,cerwin Itt jmt�l ex�,sciivsles, uPilclrofing an mnWnvmfiatc rumal can he invoicc k&,acxl a fitH week pnor to the chic of paymm on the cuaiRcation or pay mm°umu.. c Why Md NcwmmPR mQm p4m h)Me date of payment? IN Me cor&ml an invokx;mm be pak,J before sevkk g rein'abtwsai nvW, r:c The agreeinent between the sulckontyacl[or aad Newnuufl"R includes riem;nKirsernera for an ssze renlal llxyweve�" flille tnvci writcr renllcd (airsd mos, charge(l) 1i'iir p,wrcnaiun% fufl &C Vultiew Why did Newnaanl'R Ipcinnrn Ilre ci%,crcharge? Why did mnvok'v tho T F Im the(o,'cichaq,,q,? 70"'trch -." %V01 N/IcGonh &YA dMe 3n2 vs pqqnma dme 119(WH dMe 211) Alwy "was omt of thic office the Of MaMh 111 PMPMMI UIC ill%'0i0C,kd the,Cheick %v,'isn'L rrdi 29, ned & sem unffl Nlarch!�,) Thms was si�.flmiwmd tol'[)Con Pvt. "NS[ACY's note,�1x")el the premkim rental: E=WWM qmMbm I bwMd thl lax Nm and woWd no! have bmked Ana priernkmt renlall, even fihlougtt of says NH ske can Maybe they upgraded Nm hr the same rahs, Thle-orqqpir l emaO v)nfirr'nafion mws a TWoM Unry or mmbr wd Me pke I Me swm.me mmded Of, RespecIfOV, Sandy NewmanPIR 140 -- Noa,h Brownin,"Ift From sandy@ncwmanpr.corn sent. Thunsdaiy,Oclober 19,2023 2-51 PNA To: Noah Browning CC: widy@newmanpr,corn Subject: 11947 Anachme rut s. Florida Keys HAt Mary 4 Diwwr hvita6on(1)putt AsWcy's notics in Nue, Ako, attached is the emad invilation to the dinner sent to altendecs. 11947 4, lnvoicc 11947 is for travel R)r A:t�InIq_ ;,gv to, a National Wcatlwr Scrvi(x event in Maraflwrn, Florida INA was cancelled,at the last norvule, * What is ilte business purpose for dw Irip(Monroc Couinty'TDC is not listed as a boodt parficipwit)? ThC 0/cM was the Monrcw County Hur6canc A,svarcncss, Tour and ffscr Florkki Keys, ,Ir our I�srn Council organind a dinner f6r ffie parliciparits,on the nighl of May4th at Castmvay Riestaurant at 4pm. "lira;. group was to arlivic 11"Ia� 'afternoon and attend the clinner prkw tc, ihic formal IOUr the fi)Howing day, May 5(h. * '11te publushcd finws fin tlw cvent are 1230 P,1%4, to 4.30 P.M, Wiml necessitaled this overnip stay?As one ol'tbc organizers of flie dinner on ffic nip ht of'% ,/lay,111i, I arrived (Kat afi cnicson�,,ihcad p, offfic rest ot"flic group, S4icc the dinner was in Marath(:m at 8p n, 1 mas R)slaty ovcrnlgbt lor the fornial event the fiolh,)wijrrpp tnornmg. Resrmctfully, Sandy ate wnnanPR 141 Noah Ormmilill"ll Frow Sent- rhui,sday,Cktot)er 19, 2023 2:55 PIM TO: 6Wah&wwnMq Cc: andy@nc,,,wrnanpr comi Subject: 1200 1/12033/120,401$2042 1200 f 12CO312040/1 2042 a Thme hwMcm me Aw Anpi fevs, However, the are bcm ng submitled pfior to the and of the,, month Ir whih Hy my pnMding Per Oun convai boweci Swan Ncmmn iUuo:Kws mu Me BcwcvrDC.AmbumaKu expcnsvo are to he subnAux!a0cr the Inoduct or scrOcc Q ddhvmif I'leasc,prolOde an cxowmHon ash)uty imvkxs wore bdng suMitted p6ano savOcs being My wndued pry- th whammood shngm, 11 has l'),ec"n our pr"'Ichce tcu 1.,wy o.varziclors "'Ind hrvcukv fiwl in ffic vniddle c)ffllc irloroh, "I'llis Wkwo us to suWnh uur WIN Omdy you pymmt W le cW of Me mmuh, RespedfWN, Sandy NewmanPR 142 Noah Brown n From- sandy@newrnarp,corn Sent: Thursday,October 19,,2023 2159 PM To: Noah Brown ng Cc. ardy(Sinewmanp,rorn Subject fl Invoice 11995 (torn NminanPR contains an reimbursernent request fi)r the Digital Island Media work on the world's kirgest key,How pic, * Why is NewtnanPR rmpicsfing 1,611burstmcm for travel exjwnsar,, for Digital Island Mexlia? * Why zuc tea c travc]exIvnses not covered by ffic fac charged to NewrnanPR for the work') It has been a long-standing practice ftir Digital Island Media to separate travel expW1111ses firom their tw . I undermood that this was a requirernent from TDC, but that was beftwe iny timc, "I'licy do riot charp,,e for travel withirt Key Wast,(mly whem they arc on assigninent mil of'K,ey West o by arc Digital Iskind McAia and Graphics 71 txwth covering flic Nvorld's largest key firne pic cvcm?NemnanPR Invoict 12000 to TDC is for coverage of the wofld',s,largest key firne pic event. Digital Island Media look video of ffic evera, Graphics 71 ux)k still photos. Resper:tfully, Sandy NewmanPR 143 Noah Brown in, Sent: Thumday,Ckwbe,� 19,20tit'3,-04 PM T o: Noah erownnng Can andy(gtinewmanpr icom subjed'. 11994 119,94, Invowc 11994, is tbr as travel writer to visit the llorlidai Kcys, Per the cvnvacr betwevi the wrilet, and NtmiranfIR, Newn-iianifIR is u)pay fin-one lank of gas lbr the rcrual car and no insurance. * ["tic um vic"ipi from Budget Car Rental shows I)as loss dalliage Waiver and 2)as chaq?,:e l'or fuchng the car ulw)n its rcitum (flic writer akwi FLICIC41 tile,car), Please provide an explanation regardlng why fl,ICSC CilargeS arcre purmitted if they are mc,ut CA"PnSislent with the written contrad, * Why thd NewmanAIR pass Ole uniallow"AlIc Costs on to tile, 111)(11"', 7-5-2023 Briaiiiii Web , Hcrnnioculturc This is cleafly iny tnislake, Respectfuilly, Sandy Newirmtli)R 144 — Noahgum From: our, Sent: Thwsd,,,,q,Om)be, 19,2023 335 PM Tw Nwh Bmw0i,ri Cc aWy@wwmwpuorn std)jecl� 12011 M 2 01(,,A 12011/12016 al Invoice 12011 �s a r1rxprest for reirnbtArstinent Ar Cimphics 71 coverage onlemingway Days and'Nur Eh-. T'Urfle- lrwok,�c Q016 ids rcqwst fi,)r r6mbursonent Ar OuveI fin,.Mr. Newrn,xn fi,:vr owerage of0w same CVMd, a Mly dws be GrapMes 71 riot cover the cost,ofinavel'! It, is okn,tuldo'standing duo A md shoWd N NHa sepanilely on as travel vwwfier. RespecdWN, Sandy NevananPR 145 VI h 8r,ownill to ranrr^aaaratlrruwampuu°w Sent: Thursday,October t ,du.023 'a3 PM To N'aalh Iltru'uwunulrq u bjed: 1206,4 .m nw c 1ptim ,12064 • Invoice 120,64 contains, as request fear rtulrnnlnun.r t°unnent 6or one might at Baker's C"aay, I to wr°v u°, the uunvu icc does not Contain au l"6ho Shimving "u zero balance for au rwnw n. Rather, 'thic,, f ho uuilached stiows the room service ac e charges, cn R asa.°provi e as C" luan with da mro balance for this rwnr'nana. V've enuaulla Jcn,lr(at LMA) 10/191' 2 3 to ask laa'ur a correct Elnllu . • Invoice 120104 irwhides an contract with the influencer that notes that the tang is June 7 through June 'l < ,.The atlun ranrw"also cruses tl'wse dates, llow+w° woo', the itincrarn nwat s that Baker's is .:"auy+ is 0uosre lw urudwrwlirn ,fbr June'7, o Why is there at single night being n autwaanlced to tl'n l lyt:`Since(lie stay'is hosted"? The atluneraainy is pvepaaradwl for the traveler"s hint6rannartion."Hosted"on the utuanw rtur'y untcaans Mawr tra vele da;esn t luau + to pay,()l"t un ffic resort Covers,(lie Slay; Sanunn tlrraws NwnvwimrnP (or in this case, 1,,IA)has gwanid When the resior doesn't cover tlnwa wlnanle w'.an'wt,they,rutlw;nn cover t'°anrt ofthe stay or charge as reduced rate:. Respectfully, Sandy Nr°waarm anPR 146 — Noah Browmn From: sandy@ ruwery�a n p r,c:o rr� Sent T[uosdi,,wy, Oclol�,xr 19, 2023 2-29 PM To., Noah 8rcvwiiki,g Subject,- AdmlnMrattve Fee hv6ces iNj Lifulm"Wo—th wm�mlccl 17Y 2022: 1143511 1452A 147T1 14,)SA 1521/11550/1158111653/11684/1 1718 FY 2023: 11 763/1 17701/118 11'1 1843/118671/11890/1192611194,2/1 In)8 1"1rese invokx,,s are for the adininistrafive fee NewmanPR is enfifie'd lam pc-r ille contr r"t. flom"ever, I'ler ttic conol,act,the ,ulmirfistnifivc ft,,c is tar be reimbur,,,,, I in ,irrcars, o by is N'ewmmil,'R not aw(micing In'arrears,as p,er the contracc" It has bern our practice w invoicc f6r, the trionthly fnx in the middicz oftl,'w irsonth. This �iflows us U') wt,jmit ot,w biHs finicly f(,,,wy payrnent at the end(,,)f the mcmth,, Respectfully, S,a n d y NewmanPIR 147 — Frorn: RUSS Yagel<;RYALP'lam LY!awj,2m> Sent:Thursday,December 21,2023 3:09 PM To:Noah Brownrng<LiLrc_)w� Q:Theresa Dawn isqdav s LVilylqy qgLm> j_ L Subject.Payroll Data You don't often get es-naif frown umt!@h—ty1Lt&2M 11JULWhy-this"M n�Ln. t L--Sq— Noah: With respect to yours of December 15, 2023, as I expect you know, Stuart Newman Associates, Inc. a/k/a/ NewmanPR ("NewmanPR") has multiple clients. All of NewmanPIR's employees are salary)'exempt and do riot turn in payroll timecards. Also,there are no reductions for vacation or sick days reported as such time is informally tracked (but not reported) since it is paid time off, and it has not exceeded allowable absences, To the contrary, NewmanPR's staff members consistently work well in excess of 2,080 hours per year. AdditionaHy, Key Personnel asset reed to the NewmanPR clients or jobs do not maintain time sheets or job cards where they identify time associated with performing tasks for specific clients, and the contract wlth the County does riot require them to do so. Attached are redacted surnmary reports for the past three years showing the names of`the employees and the hours reported for the employees for each year. I have also attached a redacted report showing the hours worked by employees during the most recent payroll period. Please note„aS Of Rine 1,2023,Buck Banks is no longer an employee of New,manPR but does do work as an independent contractor. The TDC was informed of this change and his successor, Julie Elfis, pursuant to the succession plan provided to the TDC pursuant to the contract, assumed his role as senior vice president Also, Carol Shaughnessy has never been treated as an employee and always been comperisated as an independent contractor for services performed for New manPR , which is, separate and apart from her services as a stringer, and it is for this reason that she is not reflected in payroll.. You are correct in your statement that the contract allows you to obtain payrofi information of NownianPR, but implicit in the contract is also the requirement such request must be made in good and not for, any improper purpose, — 148 — Because NewmanPR does riot record speoffim tirne dedicated to a chent or require its staff to cornplete payroll time shoots, detailed data concerning the wages paid to Key Personnel or,other,NewmanPR ernppoyees, during any pay period and/or the total wages paid to swath persons during the year,cannot yield any vafid conclusions regarding whether,Key Personnel fisted in the contract are the persons actually performing the services. As we understand it,the detailed information you have requested wM be subject to public disclosure.Under these 6rCUMStV1CeS, any such disclosure would MSUft it)a gross and urVustrfied invasion of the privacy of the New manloR employees and damage to NewrnanPR's bus4iess interests as weU. It is for these reasons we ask you accept the inforrnation provided instead of the detailed information you are requesting, With best regards,vwo are Very truly Yours, Russell A. YagO, is r y A Le I�Ai ilY-Laff S—0M Hershoff, Lupine&Yageq, LLP 88539 Overseas Highway Tavernier, FL 33070 Phone:305-852-8440 Fax 305-852-8848 Fronu Russ Yag0<Ryfflp�-L�Ia.wxom> Sent:Monday,December 18,2023 2;5,4 PM To:Noah Srowning�,nlLr ownir° i amu unroe rler k, >;Theresa Davis<!L�xis-2-t�Y11Aaaq> Subjert:Re.Audit of Stuart Newman,Associates,Inc, You don't often get ernafl ftorn NoM I an)in receipt of your re-sponse.Please note,we need additional time to respond to your cornments and compile any agreed upon information due to limited staffing throughout the holidays„but we wdl pf ov de same as soon as possible. Russ YagO 149 - With best regards,we are Very truly yours. Russell A.Yagel,Esil. m4.e.qjL:tit )i—w.mQ.m Hershoff,Lupincr&YagO,LLP 88539 Overseah Highway Tavernier,Fl,33070 Phone:305-852-8440 Fax:305-852-8848 ......................................................................................................................... From-Noah Browning<nbrownjngk���? Sent.,Fhday,December 15,2023 4:17 PM To:Theresa Davis<Ldavjs2hjyNWXOM> Cc:Russ Yagel<aYy,0@HLY�aw.cnrn> SubjecC RE:Audit of Stuart Newman,Associates,Inc. Good Afternoon Mr,Pagel, I have received your response to rosy request for payroll mforniatiorr.First,I would like to express inyappreciation for the ongoing cooperation from your client I would also like to clarify that I do not want air),, personal rafonnation (stich as social securit,y nurnbers, any account information, her addresses,etc), NewrnaaPR's contract with Monroe, County assigns specific people to certain toles (Key Personnel), There is air expectation that the principal personnel performing services are those personnel listed NewtnanPR's contract does not exclude.payroll records from audit, In addition to the pa)jott records,requested,we are also requesting copies of tunesheets/tinie records used to process payroll T'he review of these records are a necessary for us to complete oast audit tesung Please provide the requested by the close of business of Wed,Dec.20,2023 Thank you in advance for your continued cooperation Sincerely, Noah Noah Browning Senior Internal Auditor Kevin Nfarlok,CPA Clerk of the,Circuit Coral&Comptroller 500'%Intehead Street,Key West,Florida,33040 Phone 305-292.3439 W%'Wm1onrOe-c1(-rLCojn 150 PLEASE NOnTE: The information contained rn tHs mesa and any acrompanying a"w-lhnients fray contain privileged,private,and/of confidential information protected by,state ainidl federal law.if you have received this information in error,piease notify the sencleir immediatOy anid destroy the information. Florida has a very broad pubfic records law.Most written communications with any pub4c agency in the course of its official business are public record,and available to flie pubfic and media upon request.Your e-mad communication with this office may be subject to public disclosure, Fr warms Theresa Davis<141�Ir�Rhl L�wxrp Sent:Friday,December 8,2023 12:26 PM To-Noah row niing,'L�firo LylLngL-x),,12onrop- g", Cc.,,Russ Yagell qRY2g2pt@ HINw.corn> Subject:Audit of Stuart Newman,Assodates,In,c. wou donli oftem Cer emaH from Lit Loam w LM 6 On dmm Dear Mr.Browning, Please find corresporridence fronn,Mr.Yagel,attached hereto. Ilieresa L Davis Legal Assisumt to Russell A, agel,Esq. H L Y Hefshoft VvP4010&Yogti'LLP 8"Orfuys 4%1,A% 88539 Overseas H gIrwa3 Taverniei�,FL 330,70 (305)$52-8440 151 November 17, 2023 Written Response to Auditor Questions n t�ylC "wry""tubr�thtP"�'� r avaaroy�w�q°��aruaru Nov. 17, 2023 Mr. Noah,Browning Senior IInternal uaidttur Clark of the Circuit Cuuuurt&Comptroller Ott Whitehead Street Key West„Fhruruda Via e-mail Dear NoaK f am combining your second round of questions to Sandy as well as these regarding Graphics 71 your sent to me. Before f address your specific questions. III feet it's umjprwrtant to let you knows that we take the spending of TDC P,R expenses wary seriously and work difugentfy to rruuuwirruw e expenses without sacrificing quality of work, It is�iimportant to emphasize that in,the 43 completed years of service to Monroe County we have never exceeded the budget, More often than not, we Ihave Cme Way sunder budget,That is because we are extrer neily conscientious and dui our best to get the imost barwq out of the TDC expense r10 lfar. With that said... KBC and t ut Pre-Approval for Expenditures • Per the contracts between NewinanPRand both, LMA and KBC, expenditures exceeding$5010 rruuust he approved in advance by NevvivanPR. Please provide the agency request and the NewmanPR approval for the tdttruw ur"uq: • trawa~ ce 120,04 World Ocean Day Marketing Expense • Invoice 1 y qty KBC Samuel Bradley Press 't"hp and Mwhette Jackson the Novel Traveler • Invoice 11851 LMA Kaitfi n Nardso and Ulf Hoherndarf'Press't' tau • Invoice 11802,KBCIGIA t L t'yt Conference Attendance • Invoice 11728,,LMA Discover America Day Page t of 152 ^- Mir Noah Growning Nov 17,202 3 Invoice 11'6 7 1:KBC Group FAM''"rip to Florida Keys Invoice 11658: LMA WAC Conference Invoice 11'6310- KBC O ut There LG87`0 Campaign and FVW Media Partnership Woice 11628:KBC Martin Perry Press Np Invoice 11286: KBCIGIA IMM Conference Registration Some of the above are contained within the PIR marketing plan which is approved by the TDC board and BOCC,while others are verbal or email approvis,following frequent Zooms or phone calls between agencies. There Is no requirement for these approvals to be in writing. It has always been about not exceeding the expense budget, Stringer Contracts 0 The contract between Greg Tiomba and' NewnianPF? states that the scope of services is to include representation of the agency at Key West Busirwss Guild' meetings, with the compensation beiing "the flat rate professional fee"of $2,350. # My review of Newo)anPR invoices found instances of reimbursements for Key, West Business Guild events, Since flat rate fees include expenses, hourly costs, markup, etc, aselparate reimbursement would not be alowable (the point of nat rate being that the risk is on the subcontractor to,maximize protil), Moreover, the contract between Newman PR and Mr. Tromba does not provide for expense reirnbursement or describe what expenses would be allowable. 0 My is Newinan,PR reimbursing for the Key West Business Guild since the compensation to Mr. Tromba is flat rate, and his scope of service requires attendance at Guild events?Flat rate professional fee describes a, fixedrymnithly fee as opposed to an hourly rate, Although he is no longer associated with Newman,PR,please provide a siqned copy of the contract, Per the contract under Terms of Agreement, item#3, travel and expenses wvilli be reimbursed,Signed contract is attached. * The contract between Mr. rrornbal annul'Newman,PR requires monthly reports of all activities expended on behalf the TDC. Aease provide copies ot the reports for January Cl222 through the tern,)ination of his contract (April 2023 1 believe). To simplify the process,please forward the emailed reports. * 'rhe contract between Carol Shaughnessy and Newman PR states that she is to provide a manthly report tint all activities and hours expended on behalf of the agency(under both the stringer and public relations contracts). * The contract between Jo Nell Modys and Newman PR states that the scope of services requires contributions to the agency's six-week report of all activities expended on behalf of the TDC. Please provide the conthbutions froin Ms, Modys Page 2 of 5 153 Mr Noah MownOg Nov,17,2023 for the six-week reports from October 2022 to present. To simplify the process, please forward the emaded reports. In order to streamline the process and keep our stringers, engaged in work that benefits TDC,we no longer require imon'thly reports from them.Rather,we meet via Zoom twice a week to evaluate the status of projects and work needed and completed.In the end,all work is reflected in our six-week reports to the TDC and! District Advisory Committees. Reports,follow this document. Selected Reimbursement In voices * Invoices 11750, and 11176.:, The invoice is for reirnbursement for expenses associated with WFAA"s Good Motmnq 'Texas. Invoice 11750is dated September 30, 202Z but the affidavit is dated for Novernber 9, 2022 and notes payment was made on November 9, 2,0,22, Similarty, Invoice, 11176 is dated September 30, 2020, and the affidavit is also dated for, September 301, 20 01, However, the payment is dated as October 20, 20201. * Please explain why these invoices were sent prior to payment being made. The contract between Newmar)PR and the TDC states that expenses must be pad prior to seeking reimbursement It has been our practice to date the billing in the applicable fiscal year. Bills submitted after Sept 310 are dated September 30, not when actually submitted. In both of these cases, we paid W'FAA's bill the same day we submitted our bills to TDC. * Please provide proof of payment for both invoices. 2020 bill paid 10,12012020 by Ink credit card-attached 2022 bill paid I IM2022 by check 12,38 Bank of America Op.attached Invoice 11524: 'The invoice is reimbursement torlonch hosted by Mr.Newman Wth the Monroe County Sheriff's Office, Florida Highway Patrol, and Florida Department of Transportation. The reimbursement request foan attached notes that actual costs are reimbursable only if meeting with travel writers, tout, brokers, or others connected with the industry. In addition,, the contract between Newman and the TDC allows reimbursement only for entertainment of media and travel expenses.Similarly, the scope of services states NewmanPRis to interface with county officials,How does NewmanPRjustify this expense as atlawable within the contract? The purpose of the lunch meeting was included with the invoice Noah. That said, here's a more detailed!explanation,Beyond the sheriffs office representatives that there was also a Keys-basied Florida H�ighway Patrol officer and representatives of maple,3 of 5 154 — Mr Noah Browning Nov 17,2023 the Florida Department of Transportation.As you can imagine, an unencumbered Florida Keys Overseas Highway is not only pertinent for tourism flow to and within the Florida Keys, but also a priority for residents as well. We maintain communications' conduits with all agencies because we want to be able to communicate - if needed - projects in advance to prepare our visitors for any potential delays. In the case of this lunch meeting, at a very modest Islamorada restaurant, the purpose was to ensure that FDOT contractors (that have replaced FDOT staff in the Keys)was communicating with MC SO,as well as FHP,regarding the then upcoming Sea Oats Beach highway project which was set to be a two-year raising of the highway between MM 73 and 75,as well as other associated projects throughout Lower Matecumbe they. That project is in final completion now and throughout the process delays and traffic backups have been minimized. I truly believe that that the meeting was a contributory reason why things went smoother than it might have been. # Invoice 11671: The invoice is a reirribursement to NewmanPR for KSC expenses associated with a group FAM trip. In reviewing the supporting documentation,there, is a charge for international data for Mr. Ezra, The contract between KBC and Newman Pr states that the fee paid to K8C is inclusive of all communications charges. 0 My did NewmanPR reimburse KBC for the data charges? Long-distance calls while traveling have long been reimbursable for TDC business and Sandy assumed that the $,81.25 was modern iteration of long-distance calls. She should not have assumed. Journal Entries and Time Sheets • Please provide the Journal entries(Quickbook screen shots or Quickbooks report)and the firne sheets for the following invoices with Graphics 71 reimbursement 11216 11400 11414 * 11419 * 11433 o '11481 * 11734 * 11795 * 11982 The journal entries follow.I do not do written time sheets for Graphics 71 invoices. Photography Services Page 4 of 5 — 155 — Mr.Noah Brownmg Nov. 17,2 2; �► Please provide the market r m t rate analyses for the 5 hourly rate and the t 55 hourly rate, l have never performed a market rate analysis. l believe our rates are,more than fair,otter tmrlltwrrmmr clients significant cost savings based on the level of expertise and our,proven results. How does Newman NewmanPR determine which events are to be photographed l by Graphics 71 versus other photographers? It depends ray the iimiportance of the story to the Keys„ my ww mmlmmlmlllt nd distance to the story location as well as miy ability to actually perform the job, For instance, N do not. possess the drills to facilitate underwater ptmmmtmm rmmplm w nor ammo l an accompfished videographer. l endeavor to hire people pl r lmmm not only have excellent photograpHc skills, but understand t needs of news which are different than advertising or other marketing platforms, Most sincerely, Andrew A, Newman. n. r Sandy Campbell Page 156 Appendix IV Monroe County Attorney Legal Analysis 157 +4A +�`4ay4�+�"°1Cy com n a ;+r County my Monroe aYw«a craq ayaiem,Damatt°uaa 1 The Florida Kevs MicbeUeLi walau,Daaarswa 2 raaaies:t Soch*l➢.:Llawtu a n Pemtawa t Nterwadoc x Aa uwtaxat Co=ty Atntmey, CrAtWa L,RaU,Sr Atazrotaaaat Co=ry An=eyrI'* Derek V HowanL'Lr.Awwcwaaamt t»'mmwmrmry Aatomey" comic*of Rhe C on sty Attttraraey 'Wn uaaae L r ben-Barraamwrm"A mwaataaw d aama try"Aatm mey* 1 n t r t ^""Street.a(we"t E Peaec as Mwrraa,Attaim=a Comm AaCaascaea w* Key""teas,FL 5,040 nraeph X DtNovo,Ammmw Cm rr Amavrxeyy— (n y)„lhtran.5,p FIX EeUy Dug=,Am ua taaa C rmmmary Ananvy Cnamaamaa Corw Asttmttmi tt:wm=n,s Aaaarrwwa^a taachatta Anse Amttamtta»mtt L,o%=ry Aattroaaaey- w w B aaar�Certified 6a d:u .1,aw.a m m;l.Law To` 1'xvirn Madax»alc„Monroe C"unurrt'tyr Clerk of Courtmid Comptroller Through: Robert B Shilhua er,Monroe County Attomeyr From, Christine 1.imbert-1 aarrows„assistant,County' ttor neyr Date, Noven'nnlaer 7,2023 Re: Stiml,,Newtumi.Associates,Irrc "s A reennaernt Scope of Services relating t: The Clerk's audit recaarnnnnmndatnunnn to the" BOCC to tanlrae irnarnnediaate action to work with the,TtC'tcn deternuuinue flue nue t steles for addressing the seem---- 'lyr the double billing of smices by the TDC" ,s Ptiblic Relattom Agency of Record or clarify,these services, Thus uurenum anuduunnn addres s the scope of services me er Stuuart Newman, Associates,,llinc,,'s (Net rnn )Agreement for professional l ubfic relations agency smices as it relates to the"above ,referenced"audit finding aanad specifically whether lnluratcu naluhy:nand%ideci rauphy services for which rennnnbuursemennt was, sought aa;re sen ices included in the scrape of services.The Cminty and NeasnnuaaruPl.. entered into this Agreement on August 17.alt�t22,for the period of October 1 2021-stud txpiriag,taro.. September ber 30.201251.The Agreernent my be,extended for an additional Q 2l two-year period. The Scope of Senrnces in Rmagxaph 2,of the gmernnennt reaads as follows, 2, Scae,o_f S Mjc j- The Contractor will se ate as the full-service public relations agency for tine Monroe County, and Comity, 'Me Contractor-sand the,public relations lnrca rkanm are subject to review by flue Monroe C'ciuurn yw TDC A keys Personnel: This Agreement is an professional seivice . dr,.tnenut with earpectaatiott, that principal ncipal scmntrnel perfonning the sen ices are those,'lnerscrnnael listed. Notice of my change in personnel sha11 be sent to the TDC for approval, The principals assigned acre the following', n. 158 1) Andrew k'Newriza President-md Account Supervisor 2) Buck Bmiks, Senior Vice President and Copy EdoovOtilure Media Director'Strateggic Director 3) Carol Shauglmessy,Senior Account Executive Contractor slWl have a successor ply for the Key Persm iel of President and Senior Vice President of the agency. The successor planshall include Who nray take over the obligations and duties of the former TDC's Key Principal in the event of incapacitated illness,death or other circumstmces, tbal render die,Key Principal unable to perforni their&ties and obligatiotu under this agreemem The Contractor Qmll provide their successor plan to the TDC adrninistrative office within 30 days of approval of this,agleement by the County, The Contractor shall anread said successor plan.as needed, to ensure it renmins Current,In the event that the TDC'does riot approve the Key Persomel, the Counr may lenninate the Agmernent in accoi&mce with section Is ADDITIONAL MINIMUM STAFF PERSONNEL ASSIGNED: 1) Account F-\ecutive 2) Media mamager 3) Account Suppov 4) Fiiitixe,Accatuit)'C'Ieiieel Support In addition, the agency will sub-contract with Keys-based individwils to provide for an Upper Keys/Middle Keys snutget" Lower Keys/Key West stringer, mid m LGBTQ- market stringer to be funded fi-oin the public relations ex1mrse budget- B. Tire Senior Account Smdenisor and/or account executhresball meet u%'fth the Monroe County TDC at all regularl�.!sellecluled meefings of the TDC and .Advisory Conmurtees,and at my other tisanes as directed by the TDC, C Contractor ap-ees to,assign a Pul)hc Relations Sera or Account Supervisor Who will devote such nine and etTorl is necessx7 to The account on a priority basrs, including ftill time when reqtured, Duties of the Senior Account Supmlsor will include contact as required with the Chairperson or Vice Clumrpeason of the TDC. Marketing Director or other designee, interfacing"rith offiff agencies of record such as Ad%vvisiug and Website provider a ,directed by the TDC relating to the developnxnn sal"an effective marketing piogrzan for the Florida Keys Either the accomt salpervisor, account mcntive, or district stringer will consult with TDC Advisory Conunittees within the keys. 1 , Provide staff senices to timmage conmrimications., to develop awareness. promote favorable nmige and goodwill for the Florida keys tourism product, 2 159 E, Provide the development of favorable national and international publicity for the Florida Keys tourisin product F Provide the establishment and maintenance of contacts with print.internet and broadcast niedia including bloggets and social media influencers G, Provide,the preparation of digital media kits and art otiline tx%v sloom R Coordinate development and distribution of news materials for trade and consuinef media I Develop and coord"ite nu fintiliarization tours for the Florida Keys, and assist titedia nichkiing travel bloggers and wcial media influencers as needed during individual visits In addition. develop and coordinate, inner ines for broadcast crews and provide onsite saipport as needed J WoTk xvith media personnel to gather infortnation for their reports K. Develop the public relations section of the TDC"s amuml marketing Plan establishing objectives and measinable goals ivInle interfacing with progrants produced by the advertising agency and sales department L, Provide representation of TDC at selected trade shows, salesVniedia missions,FA NI tours,inedia workshops,and jotunalist conferences M. Provide at least one representative to attend TDC ineetinggs'- District Advisory Conirantee,(five individual DACs);' cultural,diving. fishing and Key West Business Guild meetings. N, Provide periodic written and/or oral reports on public relations activities to the TDC'and District Advisory Committees 0, Provide the establishment and niamigentent of Agreements with sub- agencies for internatiotial,specialty or other public relation nuukets and/or progranis, R Prepare for vid respond to emergency crisis situations that affect tourism and provide a crisis communications program w1itu needed. working in conjunction with Keys Emergency Management and other local. state and federal entities as appropriate, Q Coordinate crisis coninninications trairring for selected Keys totirisin officials R hiterface vvith Comity officials xid other local municipalities to consult xvidi and provide communicatiotis,assistance,to deal with issues that relate 3 160 - to tounsin. S Provide media traitor g for TDC staff' an&or TDC Board members as deeimed appropriate, T, Provide contentsuppon for TDCA'eb site and social triedia chmmels, U, Provide publicity before.,during.and after selected speciii events, V Provide assistance to the Florida Keys Film Collullission, W, Maintain aPP , ropriate records ofprun clippuigs. intemet, and tmoadcnst Coverage, X Provide development ind mannenmice of%ideo and still anage libraries, Y, Provide a measumbaity process to evalmite the public relations prog.X1111s, Z, Provide inIpleillfluati011 of SUCII semcesas oullniedwithin time objectives, goals. and strategies of the muuW rimtketing plan, AA Perforni sucli other public relations acrivities as requged by th,e TDC Thescape of services as set forth above does riot niclude photog%aphy or videograpby services or pro(hiction, ne-amriud agency adininisitrition fee"is,courpensation for"`the Performance of all public relations staff senrices,outlitied within the Scope of mices as defined by[the]Agreement mid the approved ?%larketitig Platen" Pia;,raph 3. Con4vusafion of the AgTeernent provides that "compensation shall be paid fbi fees and reimbursable expenses,subject to availability of Tourist Developarent Tax Funds-The Agreement then provides Illat the"Agency Fee"is for"the perforrilatice of all public relates,staffed services outlined witlini,the Scope of Services as defined by t1lis Agreeinent"arid"Renubursable Expemses"is "for all acam I expenses nicmed for comm cted staff,,inedia nialmials,postage,shippirig,clipping senrices, special event,support,research,Nvebsite maintenmize, promotional items,senimars or sbow registrations, 5Lib-agency Agreenients.enterl a innient of media,jg—oa"k I I t swwg-P-11 Qtaglwlpv�§19 alkast ImAm 101-1 kflier vjAto=daudjoTiolgcts,travel expenses and all o'dier projects or Production materials that we necessary for the fulfilltnent of this Agreement-and-zooiri and video conferencing". "Broadcast support,photograplry,broadcast production,other%ideo,and audio pro)ects"is listed as a reimbursable expense under the agreement" Reinibirsable Expenses under the aggeentemtare outside of the Scope of Jaen ices amid are in addition to the almlial agency adaunistration feeiagency fee, Based upon the contractwil provision,it is my opinion that the invoices for Photography orvideography smices arid prodixtion are no services that are included wider the Ageement's ScLW of Services mid therefore,are not services included in the annual agency adimnistration fee or"Agency Fee-,No rather they axe specifically listed as"reinibmsable expenses" Tliusininyiiea%,,no doable bilhageusts far , these set-vices,tuider the provisions of the contract as set forth in detail above. 4 161 Th*Agr**nxent between the County and NawmarwFIR for the petaled of October 1,2017,to September 30,2020,which was extended to September 30,2022,has substantWIV the same Scope of Sar,Oces as the current Agreement for Publr:R*Wifon $#Mr" 4 3�Ls ern Rfftj"W : col"Pensalion that de,Pa4d for fees and roontru"erytent expenses,sub)ert to ava0abiNty of Tourist Drivel,opment Tax Funds Monroe,County"s performance and obtigatkon to p ay under this Agmerment a contingent upon an annuW appropriation by the Monroe County Sward of County Commissooriors. A, &tuy-fw.: Laduqa—s fatLkd Markeij2g Nan for an annuad agency adrn6npstrwtGorr fee of$731698, The Contractor shaU submit to the CDC',rnontWy bidings rrr arrears for one-twefth(1/12)oaten anmW agency fee, TheContractorthaPhave aH ftes p aced on 4ivvices thin have the proper approved purdtase,order account niumbts and foAcw County requmernents for payroom FoUowmg the,third Vast, tho Ccrunry has an op 6ofn to extamd this Agreement for an addaionam two(2)pear period under the same conditicrns subj*rt to negotoition of monetary terms'(under Agreernenr negovations th s n7ay be subjeor to monetary terms,stpon SO doys Pnor Voritten ousvce of the Apreemenr exrension to Contractor) Re"erne bnu,j#are ent EIg&n., AD reimbursaWe experuJiluses paW by the County shaH be subkoct to the annuaB pubfic Watf*ns experta,bud et appraved bythe'TDC and County.The Firm shaB heve,0 exp*nses p acxrd Cin pOVOKOS that have the proper approved ptuchase order account number,have been pitW for lby th* agency to tho vondcw befoio being submated for r6mbussement wnh product or s*rvkts doWe,red,and toflow olhor County for paVrnorrt, Th#Contractor wOl bo reimburced at cost for aH actuaW expenses pnzurred for contracted staff,medwa mateoWs, postage, stupping,OWpmg strvvaei,special event support, research, wettiae maintenance, promotrcinaV itenn,s*irinars or show regostravons, sub-agency Agreerments, entertainment of rntr$4, broadcast support. I travew*xptnots and atIl othor prq*cls or producuon matesoWs that are mircossary for tho tur!'WIniont of this Agre,eiment and ha,ve been approved in advance by the TIDC pest Year Nlaoke6ng PWt or budget accordong to &4onroo(.�ount)rProcure, went Pohkie,s, lh&Contwactor'st0octi,miniun(cation sei'vuces are incpt,ailed antheipr pmf*ss�6onap feoswrth the exception&Zoom and othtr vkluW conferonco progrann, 162 - Appendix V NewmanPR Lower Keys/Key West Stringer Contract - 163 - Agreement for Stringer Services "This document is a contract between NewrrianPR, d/b/a Stuart Newman, Associates, Inc,, and Carol ShaUgIVMSSY, all independent contractor, for ce�,rtain Florida Keys& Key West pubfic reiaUons services on behalf of the Monroe COUnty, Flodda, Tourkst Dovelopment Councli (I DG), "rl'w contract with be between Carol&i°naugtwnessy, 1411 Sun Terrace,Key West, FL 33040, and IY ewin,wanPR, d/b/a Stuart Nemflan Associates linc., (Agency) 2140 Southi Dxie Highway, Sufte 2013, Miarrii, FL 33 133 as Public Relations Agericy of""lReco,r(,iftirroc, SCOPE SERVICES pn fUlfilling the Scope of Work aftHs Agriecnnet)l, Shaughnessy agrelesto: 1. Provide seMces as as correspondent (known In the cornrnunk;aUorls profossiorr as as 'strint ger)in the Lower Keys arid Key West, 'ea sponsibMfles will indude, but ate not finifted to, identifying, rosearchkig and writing stories that have potential to favorably reflect on tourisrn„ research and Haison with hospitality industry personnei 41 the areas;preparing the agency's periodic Mstdct Advisory Committees' and TDC re port working with the regions, speciai events coordinator to develop pub relations support matehW; w6rking with We and taped broadcast production personnel and spot coverage ofspe6ai events as deslgriated by the agency, 2.Other ser0ces Inckide escorting indMdURI tr-cJV01 journaHsts or groups of visiting journalists to the re&ns. rranging stoiry-gathering Itineraries for visithig jourriaftts, When necessary, fact-checking stories arid visitor g0debm)k rnanuscripts. 3. Ropresent the agepcyant TDC IDistrict E arid 11 distdct adv�sor,y cot,in6i rune efings; TDC rneeting and other ineefings or gathedngs when directed by lbe agency, 4. if needed, repiresent the agency and TDC at 0Ut-0f-l1DWV1 events designed t rornote tourisirn to,the Keys, 5. Shaughnessy a!gmes to piraviidea, inondilly report of all activifies and hours explenic1ed an behalf of Ore TDC. - 164 — TERMS OF AGREEMENT I., The crAitract will extend from Oct. 1, 2 022,through Sept.30, 2025, and the flat rate professional fee Is $4,625.00 (four thousand five hundred eight five dollars)per month.All fee and expense payments are subject to availability of TDC funding by the Monroe County Board of County Commissioners, 2. Forty-five (45)days of notice of termination of this contract In writing,with or without cause, Is required by either party unless specifically otherwise agreed by mutual consent, 3. All travel and expense reimbursements are to be made as per existing Monroe County, Florida, finance office procedures. Expenditures for any local taxes or South Florida airport parking are not reimbursable in accordance with existing guidelines. The finance office frequently updates procedures. 4. Shaughnessy Is a permanent Monroe County resident and is the holder of a current Monroe County, Florida, or C4 of Key West occupational license. 5. Shaughnessy acknowledges she is an independent contractor to Stuart Newman, Associates, Inc. and is responsible for her own insurance, including liability, health, auto and accident coverage as well as employment benefits and all taxes and social security payments. 6. Shaughnessy agrees to be governed by the general limitations of the Agency's current contract with Monroe County which Includes a prohibition against communications work for Individual resorts or tourist attractions within the Florida Keys without prior approval "by Stuart Newman, Associates, Inc. The contract also prohibits work for another Florida TDC without prior approval by the agency and Monroe County. Signed and agreed upon this 2"nth day of September, 2-022. Carol Shaughnessy Stuart Newman, Associates, Inc. d/o/a Nle��Tanl?R Do� Andrew A. Nb man, Prosklent — 165 — Appendix VI NewmanPR Senior Account Executive Contract - 166 - Agreementfor Public Relations Se ices This docurrent is a contract betwoon Stuart Newmwi, Asso6ates, Inc. (d/b/a New rnanPR)and Carol Shaughnessy, an independent contractor, for public ro afions services priniarfly geared, but not limited, to the Florida Keys. The contract wifl bo between Carol Shaughnessy, 14 11 Sun Terraco,Key West, FL 33014,t1, and Stuart Newiman Associates, Inir, d/t,)/'a Newmanf,"IN, (A4,y)ncy)2140 Souith Dxie Highway, Suite 2013, Miami, FL 33133 aS PUbfic Relations Agency-of.Rerord for TDC. I S,CO,PE OF' SERVICES ln fufffflling flu,,, 05cop e of Weerk of this Agreement, Shaughnessy agrees t : 1. Provide public relaUoirrs and rnedia, relations servicx,,,s inicluding, but not limited to, identifying, researching and w6fing stories that have poterifial to favorably reflect on toudsm research and liaison with hospitWity industry personnei in the areas;working w0 the regions'spe6alll events coordinator to develop PLIbft relations support material and spot coverage of specW events as designated by the agency, 2 Other servk.es include escorfing irw(fividu6l travel journahsts or groups of visiting journalists to the regions, Arranging story-gatherl rig iflnerarres for visiting jOlUrnahsts. When necessary, fact-checking stoiries and visitor guidebook nianuscripts. Represent the agency at meetings or galhedngs when &ected by the agency, 4. If needed,represent ttle agoicy at oot,-of-town events designated by the agency. 5, Shaughnessy agrt,)es to provide a monthly report o,f all activities and hours expended on behalf of the agency, TERMS OF AGREEMENT The contract vd�,Ii exteindfrom 010- 1, 2022,through Sept.301, 2025, arild the flat rate professional fee wHI be $3,710.010 par rnonth, st,ibjeicl to 0 ie availability of funds from Moinroe County Board of County Cornirrrdssloinots, 2. Forty-five(45)days of notlCe of torrnination of thls contract in,writing, witt or — 167 — without cause, is, required by either party uniess specifically otherwise agreed by mutual consent. 3a All travel and expense reimbursements, are to, be made as per exIsfinig Monroe County, Florida, finance office and/or agency procedures. Expenditures for any lea,l taxes or South Florida airport parking are not reirnbUrsabik) in accordance with existing guldefines. The finance office frequiently updates procedures. 4. Shaughnessy is a permanent Monroe County resident and Is the holder of a ctirrent Monroe County, Florida, or Key West, Flaeg occupational license, 5,. Shaughnessy acknevviedges she Is an independent contractor to Stuart Newman Assoclates/NewnianPR and is responsible for her own, insurance, Including! liability, health, auto and accident coverage as well as employment benefits and all taxes and social security payments. 6. Shaughnessy agrees to be governed by the gioneral firnitaflons of the Agency's current contract with Monroe County Board of County Commissioners 'that Includes a prohibition against work for Individual resorts, or tourist attractions within the Florida Keys,without prior approval by Stuart Nlowman Associates, The contract also prohibits work for another Florida tourist development council or convention and visitors' bureau vAthout prior approval by Monroe Counity, 7. As an independent contractor to, Stuart Newmain, Associates, Inc,,, Shaughnessy may be called upon to do other work not related to TDC, &gned and agreed upon this 27th day of September, 2022'. Carol Shaughne6s , /ndrew A. Newman, President Stuart Newman, Associates, Inc. d/b/a NewmanPR — 168 — Appendix VII Auditee Response With Clerk Rebuttal - 169 - Kevin Mado , CPA Clerk of the Circuit Court& Comptroller _Monroe County, Florida. Following is NewmanPR's response to the audit report. Because we have fundamental disagreements with statements made by the auditee in the response, we are compelled to provide the following clarifications so the public has a full understanding of the Clerk's responsibilities as the County's auditor and comptroller as well as an understanding of the audit. The Florida Constitution tasks the Clerk's Office with being the County's auditor. In this role, the Clerk is expected to protect the County's assets and ensure funds are being expended for a valid, legal, and public purpose. To that end, the Clerk's Internal Audit Department conducts audits and issues audit reports that identifies its findings as well as make recommendations, as needed, on how to strengthen controls over the management of the County's assets. Similarly, as the County's comptroller, the Clerk also conducts audits of vendor invoices submitted for payment by County departments (including the TDC) to ensure that payments comply with the terms of the vendor's contract in addition to applicable law, policies, and procedures. As detailed on Page 2 of the auditee's response, following is a summary of the auditee's stated positions and our corresponding responses: (1) Statement: The Audit Contains false statement of fact. Response: This assertion is false. Audits, by their nature, do not make statements of fact. Audits express conclusions based on the evidence observed or examined by the auditor. (2) Statement: The Audit expresses erroneous legal opinions regarding the requirements of the Contract which the Clerk's Office is not licensed nor qualified to express. Response: This position is false. This is an audit report which expresses findings based on an audit program; the Clerk does not render legal opinions. (3) Statement: The Audit report expresses opinions on matters which are not appropriate for an audit and/or an audit of NewmanPR. Response: This position is not valid. The Clerk, as the County's auditor, is expected to audit any entity expending taxpayer funds,no matter whether the entity is a County Department or a third-party vendor. The purpose of the audit is to reassure the public that the entity is expending the funds for a valid, legal, and public purpose. (4) Statement.- The performance and issuance of the audit by the Clerk's office is improper and in violation of any applicable auditing professional standards because the office lacks the required independence. Response: This position is not valid. The audit was conducted in accordance with generally accepted government auditing standards. Those standards require that we plan and perform the audit to obtain sufficient and appropriate evidence to provide a reasonable basis for our findings and conclusions based on the audit objectives. The evidence obtained provides a reasonable basis for the audit's findings. KEY WEST MARATHON PLANTATION KEY 500 Whitehead Street 3117 Overseas Highway 88770 Overseas Highway Key West, Florida 33040 Marathon, Florida 33050 Plantation Key, Florida 33070 — 170 — The following provides further clarifications of misleading claims made in the auditee's response. Graphics 71. The auditee's response presents a lengthy discussion about businesses using fictitious names as a smokescreen to hide the real issues involving Graphics 71. Whether a fictitious name is properly used by a business or whether a business is properly registered with the State of Florida are not the audit's primary findings. Rather, checks made payable to Graphics 71 by NewmanPR were presented to the County as legitimate reimbursements of expenditures paid to a third-party vendor.NewmanPR was not entitled to be reimbursed because NewmanPR did not make the payments as they certified because, as stated by the Auditee, Graphics 71 is one and the same as NewmanPR. Clerk's Input into NewmanPR Contract. The auditee's response claims the Clerk has input into the design and contents of NewmanPR's contract with Monroe County. This is a false statement. The Clerk had no role in crafting or approval of NewmanPR's contract with the County. County Attorney's Opinion. The auditee's response states that the Clerk provided an inappropriate response to the County Attorney's opinion and runs afoul of professional standards. This is a false statement. The audit tools no issue with the County Attorney's opinion. It simply stated that the County Attorney's legal analysis was limited in its scope and had no bearing on the audit's findings regarding NewmanPR's handling of reimbursed expenditures. Misleading Certifications. The auditee's response presents a lengthy discussion regarding when a check is paid but stays silent to the claim of misleading certifications submitted by NewmanPR. The arguments presented are not relevant to the audit's findings. The County and the TDC relied on the truthfulness of NewmanPR's notarized statement as proof the checks listed were cashed and cleared the bank as required by County policy. The audit found that these notarized statements were false. — 171 ^- HU11-0 ':.... aM f4's u �.. Febmar y 5,2024 Via E-umil Transmission —tkbj,o Noah Brmvnnig,Setuor Inten'tal Auditor Kevin Nladok,(?A Clerk of the Court anted'Contptroller 501)Whitehead Street Key West.FL 33040 Re.Audit of Smmi Newrnmi Association,Inc, Dean,Mr,Madok and Mr,Bromung: As yo�u are aware, ota office represtrits Smart Newman, Associme%, Zinc. d;b a NewmanPR ()iereaflei'referred to as NeR?In,anpR), The following coushnites the written response to the draft mda teporl prepared by your office,the Clerk of the Cokul provided to Ne%vanIPR on January 19, 2024,arid clated Febmtry 5, 2024(Audit") The following sununarize's out Positions set failb in this respotme I: I Althougli the Clerk provided our chent and I the oppoitutnty to respond to the current Audit, NemmianFR was not given the opportunity to respond to the October 2023 midn of the Tourist Development Council prior to The issuance of the report related to that audit,which was seenungly premanirely issued 'hat rqoTI made incofrect allegations directed to NeivimmPR which were subsequently explained and which the Clerk aclaimledges to be-feasouable-in the ctureur report The mclusion o,f those incorrect 51memews lus already resulted in sigAificmt dunage to NewmanPR, Page I of 14 - 1 72 - (1)The Audit contains false stateineim of fact, (2)The Audit expresses erroneous legal opinions regarding the requifernents of the Contract which the Clerk's office is not licensed not qualified to express. (3) Tbe Audit report expresses opiaions on numers which are 1101 appropriate for an midit and/of an audit of NeNvinanPR, (4)The tvrforavince mid the issuance of the audit by the Clerk's office is Improper ail in violation of any applicable auditurg,professional standards Ivcause the office lacks the required independence BACKGROUND Newaran]?R was started by'Snizi G,Neamuvi,an lionored World War Il officer who steered the organization until his March 24, 2010, death. NewinuTR began its relationship wvitb Mcnuoe County~ on October 1, 1080, and it has piovided indispirtably inumiculate service to Momoe county('Cotinty" helpilig 11 wivigale multiple and sigtificant crises whicli tIvemened the Keys tourisan-based econoury.Those crises included the Mariel Boat Lift,Hurricane Georges Hurricane Inna, Covid 19„ and the BP Oil Spill, just to nanie a few, In addition, the agency has either developed of helped develop ,nvard-ivinnnig proactive programs that have helped 11w,Keys and Keys officials deal with critical issues including a pioneering hurricane,visitor safety program and a public mvweriess initiative to ensure that visitovs tuiderst.,uid the itiles during the state's lobster sport(Inim-season)harvest season, Tliroupl'i it and its subcontractors' relationships with natiorial aird international news outlets, the Flonda Keys &Key West are commonly featured in stories, throughout the U S and the, world, Not kinexpectedly, the scope of semices provided by Newnian]?R changed with glue ritries,adjusting to tecluwlogical advances and changes including the inteinet,handheld computers(e-g-tPhanes and other smaTtphones),and the explosion of social media, Succinctly stated, the platfornis upon which public telitimis,must tt inaiaaged changed dramatically in the 43-year relatiouslup between the County, and NewnranPR with each new technological change placing increased detnands on tire public relations agency. NeivIMOR successfully shepherded Motiroe County through all of those changes. NewinanPR has newer exceeded its allotted budget in the 43-year relationship with Monroe Cotinty NeornianPR's staff consists of in-house fiffl-time employees and independent contractors. Those who know or knew the pfiticipals of NewinauM the late Stuart Newman and.-Xnd+y Mnvrrian,know them to be people of iminaculate character,honest and credible,Neivnia,nP'R has never retained an attorney to assist at the negotiation or drafling of its contracts wiffilklontroe County nor did it,prior to the illegauorv. made by the Clerk regarding Graphics 71 in the recent "mkirt"of the'Monroe ounty Touh,ir Dr%,'eloprnent("OUnCil ("TDC")-,w&or Visit Flon&i Keys,have an ationrey providing advice in connection%kith the use of fictitious winies or other"irporare related matters, THE CURRENT CONTRACT Because the Clerk iriappropriately expresses legal opinions which lie is neither licensed nar qualified to do and also offets,comments regarding the adequacy of the"dell"between the County Page 2 of 14 - 173 - wid. NewkmanPR. a review of the strucnue of the present and controlling 0011tr3ct between Ne,%vni.viPR and the Comity(Contract")and its critical terms is necessary, t,,gar ce tu'all,the Contract provides for the payrnnrrt of in atumal fixed fee to NewnviuPR payable in twelve eqml uistallments.The fee is for maitagernern of are County's pubhc relations fleeds. Me Contract lays otil certain tecluisenients and mclodes i defused scope of work for wlitch the fix fee is paid,. Noticeably,the cuirrein Contract,and any past versions thereof,hm4�,nvvkir required NewinanPR to exclusively dedicate itself or its employees to Momoe Coturty. nse, terins of the Contract acknowledge that NelvinaulRand its staff will service other clients That being said,the scope of ser%ices defined in the Contract, as a practical matter, place demands on NewNmianflR which require, when measured m hours worked, the equivalent of several full-time employees and occastonally demands,in employee work full time for Momot Coutity, The Contract also does not require New,=OR to track tune conunitted to its ditties or Lave its employers log finte associated with their duties under the Contnact,The best evalwition of Newnuril"R is the results of its efforts,not a tuneilip, Inaddirion to the fixed fee tine Contract also provides for the payinent,of the additional arnounts", nit Contractor shall be reimbursed at cost far ill actwil expenses incurred for contracted st,aff,wedia nutffwh.postage,shipping,clipping,sesnces„special event SAIPpVll, website maintenance, promotional itents, serninars or show registritions, sub-agency agreentents,eirtevaulinent of inedra,broadcast Production,other video mid audio piojects, nvel expenses and all other all other projects or production materials that are necessary for the Ailfillineirl of this Agreenieut and that have been approved in advance by tire M� Fiscal Muketing,likin or budget accorduig to Mourot County procurement Policies It is unpol-Wit to note that neither IN,above provisron,nor any other provision m the Contract, pLaces any linutarrons on the ternis or agrectuents entered into with, iniongst others,contracted staff.sub-agencres and entertaiturrent of media, Tbr�provision,which vests broad discretion in Ne"mratiM,k particularly important to make a inental note ofbecause the Clerk's Audit expresses opinions suggesting NewmanPR did siot complY"rith tile Contract,when in fact the deficiencies claimed by the Clerk were not recpnred by the Ccnitract UNREGISTEUD BVSV�ESS-GRAPHICS 71 One of the"big reveals"by the Clerk rs that Graphics 71 is ail"unregistered busuiess," The Clerk, duouglia series of g7,qltious,Attempts to,characterize an admiftedly poor metbodology for billing services performed by NewmatilR. and not covered by the fixed fee,I.vrtion of the Contract as Pa, e 3 of 14 — 174 — some effort to "double bill' the County and/or conceal payment I for services already included within the scope of the fixed fee -Graphics 71" was a minie used by NewnianPR to desigtrate and nivoice photograpIly, Print production and rare video production'prq ects("Photography mices")riot included within the scope of services for which Newn=nPR Nvas compensated by way of the fixed fee, Graphics 71 is nothing more than a fictions namr,Originally,NewmanPR maintained a separate b ink accoaunt in the name of Graphics 71 and cut checks from the NemitanPR operating;accotint to the Graphics 71 account mlaich lxould,uUmiately,be disbursed to and deposited into NextinairPR's operating account,The practice of maintaining a separate,account to deposit the checks into was discommued some nine years ago by the late Stuart Newman because of the actininisliative costs and barden associated with mauitaming,aseparme accourit.Graphics 71 is not regimtied as a fictitious name in Florida,which is riot wjCaj'jWjojj. The considerable effort the Clerk clainis to lmve undertaken to determine that Graphics 71 was not a legal"entity"was unnecessary because the nave in and off itself reveals Graphics 71 is riot mi entity, Under Florida laity.naines of legal entities(Corporatiom. Lunited Liability Companies, Limited Liabihiry partnerships)are reqlaired to include designations associated 1,vith the entiir/ttirpe imless a fictitious name is,filed,So,by way of example,the name of a corporation must contain the word"corporation,""company."oi "incorporated"or the abbreviation Toip-''Or"Inc or To,-or the desigriation"Corp,"'or"Inc."'or"Co,"as will clearly uidicate Ilikir it is a corporation instead of a matiral person, partnership. or other eligible entity See, F'la, Star § 607 0401, Howevei,an entity can drop this designation or operate finder another naine or as more cotrutiouly referred to, a fictitious naive. An entity operating tinder a fictitious narne should register the fictitious natne,Not inftecluently,bminesse!s one tianware of this requirement and will operate, using an unregistered fictitious name Tbr Florida Legislature,having apparently understood that a non-compliance gives, rise to nothing more thm inconvemence, has enacted penalties and, perhaps more unportantky,reaffirmed that operation wider in unregistered fictitious narne is not a basis to avoid liability under contram.The penalty provisian of the fictitiom name stanite provides as follolvs: 9) PENALUES— (a) If a business fails to comply with this section,neither the business nor the person or liaisons engaging in the business may maintain any action snit,or proceeding in any court of this state with respect to or on behalf of such business unril this section is complied wiffi, An action, smit, or proceeding rmy not be manitained in any court of this state by any successor or assigner of such business on any rigbt,claim..or demand arising out of the g In hirtherance of this effort, the Clerk points to a response from Andy New of NvxinamPR wherein he states that "Graphics 71 was initiated as a separate entity within Stuart Newman Associates"' suggesting this statement was niade to mislead the Clerk- The Matenient actually reflects Auidy Newman's lack of fmiuliarif.y with the concept of legal entities because,as the Cleri should quell laim,legal entities like corporations and Initned hability ccanpanies,don't have legal entities"within''them, Page 4 of 14 - 175 - trm. &action of busmess by such busmess in this state until this section has been complied "With, (b) The failure of a business to comply witli this section does not impair the validity of any contract,deed, mortgage, security interest,hen,or act of such business,and does,not �prevent such business from defending any action. suit,or proceeding in any couil of this state Hinvever,a party aggrieved by a noncomplying business may be awarded reasonable attorney fees and coml costs necessitated by the noncouiplylag blustne's's (c) who fails to coniplylvilli this section conuintsa nonciiiiiiiial violation as defined in s,275 09,punishable as provided in s 21i 08.1. Fla.Stat §865,09 The fine,provided for in Fla Sta I §7 75,ty8 3 is S 5 001,(M) An mider standing of the Contract and the above reveal several undisputable facts� (1)The fact that Graphics 71 was not m entity"was not a secret to anyone and did not require array special investigative of atulit tecluuqiies to discover, (2) The Contract does notpiobibit tine Companyfiouilimmigor (3)The puruslurient for the Clerk's claimed lack of adherence to all laws,and regulation; is akin to a traffic ticket(e g,a fine) NO PAYNIENTS MwWE TO GRAYHIC S 7 UIMPROPER DUPLICATE COMPENSATION Aware the coninion mistake of failing to register a fictitious nmue lacks credible basis to accuse. New-manPR of wrongdoing, the Clerk attempts to associate sonle improper Purposes to this innocent mistake by clainurig Newman]?R ha s engaged an double billing and failed Io comply with ,,a technical provision of the Contract,to wit: that all expenses shall "have been paid for by the agency before being submitted for reunbursenient" The claim"double billing"was first raised in the Clerk's October 2023"audit"of the TDC)Visit Florida Keys("TDC Audit") whereni the ClerL who, is not a licensed attorney of cliralified to express legal opinions,opined the Photography Ser%ices being billed under the iiame G aphics 71 were included within the scope of service, for Much NewumnPR was compeirsated via a fixed fee, The Clerk's inappropriate opinion w-is, however, quickly revealed as incoirect by persons actually quilffled and properly licensed to practice law in the State of Florida, the County Attorney's, Office, 'nie Counry Afromey's Office opined The Photography Smices were not included within the scope of the services covered by the fitted fee component of the Contract, Diet,,ithstanduag,in the current Audit,the("IrA continues leis unlicensed practice of law anti takes issue with the Conclusions of the County Atiorney's Office(Audit,p'g,15), In doing so,lie arp,xs hvo ancient contracts, both of which were entered nito over 30 years ago and have long since expired, somebow support his position Dune nvo artifacts bear no relevance to the ciuvent, Page 5 of 14 - 176 - negotiated iti an areas-length trarwcuom Contract tvnveen the Comity and NewinanPR, which was drafted by the Counry,Attorney's Office with rmttew and uIput of the Clerk The Clerk decide-5 to double down and attempts to refute the conclusion of the colultyAttoruey in the Audit ofNe1=,-uTR In doing so he argues that because NewumnPRjustified reirnbursentent of a hotel room while attending Fantasy Vest in Key West as being public relations related„it was urapproprime fm NeivinmPR to bill for Photography Smues which occurred while Ne%kinatiM was urn Key West for the evern Agirm the Contract whicli controls the relationslup between the Counryand NewtumTR,denionstrites othen use. As revealed before.the Contract is a fixed fee plas reimbursable expemes,Contract,not an hourly fee based Contract,and it effectively Provides for the rendition of SeIVICeS on an as Iteeded basis It does tror contemplate that ewinaaPR will exclusively dedicate its business to Monroe County or prolijbir NevananPR from ittenduig to other hems w1rile attending to public relations matters for the County,prjrljcular y nut uers viluch are for the bemefit of rhv Couno,(,e.g- Photography Services). The Clerk's view. which ns unsupported by the Contract. would Put NewutauPR in violation of the Contract for seriding emails or raking.phone calls related to ocher clients since the Clerkwerns to behe've,iviihoutsuppoft,that the incursion of expenses for attending a major public relations event prohibits NewinanpR front intending to the needs of other cheats or the client for which it is,attending to the event. Stated another way.the Clerkmpies that because NewmanPR subinifted the hotel expense, NewntanPR was precluded from doing anything other than public relations work the entire tinte it was in Key West, This conclusion is rion-sensical and flies in the face of the Contract The Clerkseenruiglybelieve,5 the County'sunerest would bavebeen better served if NewmanPR had increased the, casts associated with covering the event by hirurg a separate Photography agency that mmuld have incurred reirubursable expenses separate and apart from those of NewmanPR The Clerk also atterupis to inake air is5ix- out of Newnur&R not having firrit sheers for tile, Photography Services Or having a"Market arialysis"to jusfitf the fees charged for Photography Services&tating Put differently,NeivnranPR could provide no objective justification for the rates,or hours charged by Mr.Newinan and could provide no evidence that Ne%mrartPR made my effort to ensure the County was given the bev pricing for the s mices provided. Audit,pg, 19, The Clerk's conclusions are not only factual trusstatertients,but they also overlocA the fact that the Contract does nor require NewmanPR to maintain any such records Fiu-ffifl-, ilibough the Clerk suggests the deal entered into by and benveem NewntanPR and the Coutity,was not favorable to the County,it fads to offer any information suggestuig othenxise, In short the Clerk nukes an accrri,ation and says it must be true if the accused can't disprove it The Clerk then again resorts to undernuning the legal opinion of the County Attorney,stating� [The Mottroe County Attorney' ]linirted legal analysis focused solely on debatrug whether or nor photography and videography service fill undeT the definition of being, a Page 6 of 14, - 177 - reinibur."ble expense and fifled to address the more troubling issues involvin Graphics 71 He then tdentifies the-tioubluig issAks-which reveal the County Attorney is incorrect (1)Using a non-existent Company as the conduit.Ne,4vnvuxPR clauned to hive made pa)nnexvs eligible for feinibursement When, in fact, the agency snide no payments and, therefore, there Nvere no valid reuxibursable expenses. NewnrauPlk requested reuribursenient for the County for nonexistent payments nu ide W 3 11101IMStent 00131pairv. Response, the problem with this statenrAml is there is nothing in the Contract that prohibits NeixinzanPR from using as fictitious name nor would the contract probibir Newnian.PR fioin nsing a wholly owned separate legal entity To provide the photography Sen-ices. Additionally it was cannnorr knowledge that NewminPR billed separately for Photography Services Fujibeirnore, the Contract does not require a check tot for services be-cashed"by the payee before it is deemed paid"', (2)Newman PR is not following Monroe County purchasing policies to enstire that the inost qualified and coast-effective third-paM vendor is providing services to the TDC' Response:the Contract does not require NewtnanPR to follow Nloirroe County purchasing polices when providing out of scope services or Infing third parties to provide,tbose services, f3)Graphics 71 is not registered as a fictitious nanie for NewxnanPR or registered to conduct bum3ess in the State of Florida, Response as,nutted above Ilus non-compliance rr,a minor.frequent oveisight bysirtill businesses and easily rectifiable Moreover, the gravity of this non-coniphance is revealed through the penalties:a small fuie and a prohibition to filing lawstins until the fictifious natne is registered The Clerk then f6tinulates a legal opmton regarding his findings "These appew potentially to be imMerial breaches of the contract'. There are several core problems with the Clerk's legal opinion (1)he is not cpmhfied to give it (2)the iteinswhich the Clerk coinplains about are not in violation of the Contract; and(3)the Clerk's iniproper legal opinion is not SUPPOrled by law, firsta tlxe tM"onntract at inure does nnot defunne tine ternnn"'paid..=' 'l�lnenn lanxgun,�ige or a ternna insect fun a contract is clear and unambigiwus, the plain ineaning,of that laragaage connols Anrhon,Y I, Arai'caocau 949 So 2d 22!6,22,7(Fla.311 DCA 2007),cifin&Mcl&,Ir v,&rhwnacher,605 SO 2d 481, 4S2(Fia 3d DCA 1-902) The tenn"pard,."as citstomanly used in busine�,s and M, sonal practice, particularly when"checks,"zu,e involved,does not mran the funds have cleaxed the bank-aand t:he payoris in possession of a cancelled check, EVell the MOSt 3ggTeSSi%T Cleclitio[S Will reflect Irl item is"paid"when the check is received,riot collected The payor of person iss um g the check will reflect an mein as paid when a check has been otailed. Additionally,to constnute a amterial breach,a party?srranpeifbnnance must"'go to the essence of the contract, and a parry's Nlure to perform wine minor part of its contricrml duto�cannot be Page 7 of 14 - 178 Classified as nunerial-coveh Fcvypj(v,L.P-v ABG,.�LLC,9�9,7 So.2d No(Fla,411 DCA, '20,08), Bek!fi,Trar,Inc,v BeqA,Kfttgfiverpiarjmmt ,Inc�267 So 2d(Fla.P DCA 1972) fiulhm"trivial noncompliance anti minor failings do riot carystiftile material breaches"Ecleclk S,vmvyv, LLC asm"trvkr a" d47 So, 3d,2 7, 20(Fla. 4111 DCA 2022), citing Burlingron& Rockenbach, P A, v- Lmv 0,f,Nrcu qfE (71aY Park4er, 160 So 3d 955,960(Fla, 5th DC'A 2015) Even if"paid"meant tile funds had to be collected before reunbursement,wInch it does,not,the essence ofilse Comiract between Monroe Comtr,v aydVewmanAR ii,rite management Of1subfic relatiom for the.11,onroe Counir Tourist Developritent Council Notibly absent from the Cleik's Atirlit is azvt suptzestion that NeurnanPR has riot done a stellar job muraging Monroe County's toutism public relaims Thus.conrxar7,v to the Clerk's ill-advised legal aptnion, the alleged non- cornpliancle,even if true,is bv no mems,material,parficWttily suice the uhunate result lindef the old methodology(,del.misit fitrids nitc)Graphics 71 account and later renut to NewrnanpR operating accowit)has the same final result as the cortent process the Aindi are deposited in the opex3tmg iccouni of NewmanPR Ftrober, this itrunalerial non-comphance could elsilv be corrected through re-establishment of die prior practice or the creation of a separate%Ulty mvried legal entity(whicli is nol, proliNted by the Contract)through Much Pbotoggrapby Services could be billed Tire more viable and sensible op it on would be to, unend the Conti act lo address this set of circumstances or make clear that,, gobig forward.Pliotography Smxes will not be provided by Newin xil?R.. an option which NewumaPR would not take objection and it this print, would Welcome, Finally,%vIrile the appropriate analysis of the Contrad beams out tbere,was no"double billing"the idea that Newinan]PR somehow concealed this billing is Amber buttressed by another significant fact; the critical im'sons involved in the management of Ne%vmanPR and oversite of its activities throughout the years,which included the past and present marketing duector and various TDC Iv. ,,-u,d menibers,were fullyawite that NewnraiiPR charged a separate fee for Photography Services and sou,gjit reiiiiburseu:ietil.foi,iiitic and the parties concluded the practice was acceptable AIISLEADrtiG('ER,rirICAII0N'S In pies,enfing rn�casv�the Clerk next clauns lie,%A-uianPRI)rovidediiiisleadingceitifical'ioiis to seek reirnbursernent, In doing so, he again igpoies the Contract language arid,in a imost bizarre way, argues the County is improperly pay urg wire fees. On page 21 of theAudit,the Clerlk states: 11 is the Comity's standard practice to require vendors seeking remibursement to provide proof of payment as pail of the supportaig dociunemiation before playraremt inay be made, Specifically,the County does not renubarstart expearse until the vendor has provided either a copy of a, cancelled check a bank statement, credit card stitemerrT, or bank, wire confirmations. Palge 8 of 14 - 179 - "I'lic Clerk goes,on to say this"strict documentation reqnirenrent''was loosened for NewmaripR, and the agency was allowed to stibinn a"certification-in luaus of proof of payment, Audi t,pg,�2 1, Ilie Clerk,then clairtis that'sve found instances where checks were riot paid in full as certified and instances with the acmil amount paid to as vendor were less thm The amount certified as paid", With respect to the clalin of paying an inicRuit different than the arnotint-certified."the Clerk points to a rentibursentent toNmmanPR from a third-pattyvendot for awire fee ThtClerk states: Wlffle this appears to be an agreed-upon arrangement between NemnanPR arid KBC[the vendor in question]. it is not an agreed-upon arrangement beriveen Newmmi]PR and the TDC Binking charges of this nature are not an allowable cost reuriburs'ed by the C'01111tyr. This is as cost of doing Imsuress that Ne1hruanPR is expected to asstuneand snot pass on to the County for reunbursement.Subanitting an invoice for teimbursetrient with an utammite, mnoutil is not transparent and could be construed as an inseut to mislead by NewumOK Audit,lip,25 Tlie Clerk does not cite any basis to support these opurions for a simple reason , there are none, Fast, is noted multiple turies ma this respmr„ The Contract gives,Neminmr]PR wide latitude in negotiatuig the tennis,of agreeirreuts that it negotiates with third pailies, Most of the arrangenleum NewirranPR makes iAith providers are not specifically approved by the Courit;,and the Contract (lots,not require those agmements,to be approved fin1hermom there is nothing in the C orntra.ct prohibiting reirnbursement,for banking charges, Finally,most unporrantly,the Comity is not,as the Clerk opines. paynig, wire charges ,, those charges, are, being paid by the vendor, TIre arrangement between Newrm auk R and the vendor is nothing more thin the netting of two trirrsaction& Tiansaction 1: NewnianPR remitting The payment to the vendor via an expedited inelhod vtrch,utilike a check.,has an issociMed cltarm T msacnon 21 the vendor reunbmes NewimmPR for the Cost Nemnan]?R incurred in cormection witli that expedited method In no uncertain terms, the vendor is using its money to pay for the wire fee- This netting of the irmiactions is frequently used in business transactions As an example, closing agents in real estate tramactiorts will"It the request ofibe tealtor,subtract the fee associated with paying realtors their conmussions via wire from the conunission an iount dne the agent, The Clerk then reiterates its unsupportable optnion.which is at odds with the plain meannig of the larigulge used in the Contract, that a check mirst be negotiated by the vendor and paid by Nlewmi=PR's bank before it is"paid"as the term is used in the Contract,In tieing so,the Crieri I The Clerk iniphes this certification process was Ininted to Nemnan)?R when in fact it applied to a wide minge of TDC vendors, including Tinsley Advertising, the TDC's longfinie adveitising agency of record. Page 9 of 14 — 180 - points to air example where the date the check was paid by NewmanPR's bank was after the&-ve of the certification and claims that the certification is Lilse because the instnuirent had not been `"paid" when the certification was subitinted, even though NewnianPR had cut the check and mailed it to the veador. Again, the Contract does not define "paid," and in ordi iary and cusioulary usage of the term, `paid"does not mean when the payor is in possession of a cancelled check NewmanPR wrote a check to the third-party vendor thesairie,day that it subirtitted its,"certification"and thus,paid the item filar wl,iicliteititbtrrsement was sought, Overstepping his bounds,once again,the Clerk opines there has been a breach of Contract INVOICING BEFORE SERVICES RENDERED Continuing its assault on the character of Neisivan]?& the Clerk points out that NeArnanpR submits its invoices for payment, including invoices for work performed by stringers before the services are fully performed.NeuarianPR does not dispute this has been practice for some time, but makes the following ponits� (1) Me practice resulted from the Clerk's failure to comply with the provisions of fire Contra ct that require prompt payment as required by Local Govervintent Prompt Payntent Act winch is incorporated unto the Contract (2)Even with the early submission of the invoices, the Clerk routinely fails to pay in accordance with the Contract and lAval Government prompt payment Act. (3)Notwithstanding its early subtuittils.NewinanPR nor any stringer his ever been paid prior to the,satisfactory completion of the required services, and the Clerk does not offer any inforusation sirUes6ag that lurs actually occurred, (4)There is nothing to remotely suggest that Newuran]?R has become cornplacent in connection with the armagernent of its stringers. To the contrary,as noted in the Clerk's Audit,NewnranPR)tas two weekly zoorn meetings with its stringers,as well as frequent ardividuil meetings between staff,to obtain status reports and monitor their activities (5)Men The Clerk's finance office instructed NewnranliR to move its monthly billings to the end of the triontli,NewmanPR complied, NO DOC,UNIENTATION TO SUBSTVNIFIATE PERIFORNIANCE In the next salvo,the Clerk opuses there is insufficient documentation substantiating performance by stringers and/or Newntan PR As part of its "analysis",the Clerk points to the sub-contract agreements with the stringers that require them to provide "niontliky reports"of their activities. The Clerk claims flu it even though NewmanPR lints two weekly update meetings with the stringers via zooln, the failure to Provide a written monthly report(even flicnigh the sub-contracts don*t require the monthly report to be,in vvriting)is in violation of the sub-contract and/or there is an overall lack of-documentation"supporting perforniance, The Clerk also claims NevoritanPR's as,Aiiion.tluougJi its attorney,that the Coritract does not require NeivinanPR to maintain twine sheets or job cards related to services performed for the County is inaccurate arguing the Contract Page 10 of 14 — 181 - requites NewmarrPR to maintain, books and records in accordance with "generally accepted accounting pimciples"and-slaadard expectation(s)"of the Clerk requires as such, Genesally Accepted Accoitafing principles("GAAP")do not require NeNvinaripR to maintain my job cards or timecards in comiecnon with perfbf ntance under the Contract,which is precisely why the Clerk failed to cite any pronouncement of the Financial Accounting Standards Board. the proutulgitor of CrAAP, to support its armimmit lit addition, the Contract, not the Clerk's expectitions,deter nine the responsibilities and duties of the parties The Clerk apparently failed to ensure his expectations were codified in the Contract when he participated in its crafting and now seemingly tries to land blame for his failures on NemmOR. In short, the Clerk's conclusions regarding a lack of documentation are nothing more than his lietsonal opinions-,opinions which are not proper,for in audd and Much,like all of his assertions, reflect his,core complaint is with the terms of the Cmuract with NimuianPR,a contract in which he had a hand in molding, As a final con urient on the Clerk's claim of lack of doctunentation to substaimite perforniatice under the Contract,Ne"mumPR provides monthly reports of its activities to the TDC Board and TDC's District Advisory Conunittees. These reports are in addition to the rurtnerous oral and video presentations made by'NewmanPR at TDC board meetings throughout the year. These repons and presentations set forth detailed information reflecting the agency's activities and substantiate,fear better than any,tiniecard.Performance of the Contract, QUESTIONABLE(:OSTS.kND DOCIIIENTATION In its final salvo,the leik draws into question doctiraeritation and costs submitted in support of requests for reimbursement Without doubt, the subtrussions,in iltrestion could have been better documented, and, for this reason, the Clerk flagged them for non-payment. A more detailed explanation of the matter involving the Key West a cconutiodation is attached as Exhibit"A" With respect to the issue of the SMOS receipt for a gratuity raised in the audit,w1mb was also incorrectly presented in the TIC Audit due to its seemingly premature release, that issue was explained, and the Clerk acknowledges"this explanation appems,teasonable"but now states the payment of the gratuity is not reimbursable. The Clerk also points to (1)costs incruied by a sub- contractor attending a conference,clarinuig-Florida statutes clearly prohibits payment of a pet them if the, cost of meals is covered by the registration fee" ' (2) payntent of expenses for attending the.Key West Business,Guild meetings;,and(3)costs paid in connection with the Mining of a TV show,all of which the Clerk claims were improliff requests for reimbursement and/or are not payable to NewmanPR under the Contract. The Clerk's analysis is flawed yet again The contracts of agreements winch NewmarrPR enters, into with other providers are between NewmanPR and those providers.The,County is not a party to these agreements, the Contract does not require the County to approve the specific contracts, mid the statutory limititions, concerning pet dierns do not apply to these agivements, Per the Contract with the County, ,VeurnanPR both controls and is liable for these agreettients,trot Me mhout c6vng any statute. Page I I of 14 - 182 - Cmtniy. NetviiiatiPReff)ectiwvlybijikcolds these efforts with the expectanon it will be reimbursed b�`the County Thus,if, in the judgment of NewnumPK reimbursement of m ftem is appropriate to mawfaiii a rel,ahorLship with a inedia personahty of other provider, it is,withm the discretion of NewmaiiPR to do so even if the initial agreement did not provide as sucli, Stated another way.NewmauplK is authorized to modify its origuml agreements, in ixrving,, orally of tluoug_h its .c(m duct (e,g payinent)to include an item that may not have untially been part ofthe agreement,and it is,entitled to reirnbufsement for such iterns per the Couttact. LAC K OF PROCTRIENIEN T POLICY The Clerk incorrectly clauns"[ajs indicated ar their contract w tli.N,IonroeCotuity,,Newill.utpRi�, expected to procure these contracts consistent with Monroe Cokinty's Purchasing Policy," The Clerk does not identify where this expecumon originates, and the Clerk's statement is again at direct odds with the Contract The Contract coutains only two references to Monroe County's Procurement Policies mad neither refereare tequires, NewumnPR to follow such polices when hirmg or negotiating claims with other providers pursuant to the provisions of Pan 3,13 of the Contract, LACK Of TDC 31ANAGEWNT OVERSIGHT The Presence of these stitenmits is inappropriate in an audit of NewmanPR and are not properly die,subject of air audit. THE 1UPROPRIETYCAL YHE OPINIONS EXPRESSED BY THE CLERK The Clerk clainis to be ismirng an intern audit repoil which audited the "records, assets,. mid activities relatnig to the scope ofsenices detailed in the Contract"' Stated ano flier way,the Clerk clarras to be peffonning a comphanceaudii. A compliance audit is an audit or tesOng to deternurie coniplmnce with applicablerequiretnents,or in this case,the Contract, Before anauditorexpresses m opinion on a matter, the auditor inust satisfy certabi universally recognized and critical professional standards which provide,amongst other things: I)The auditor must be t,'2)Tht miditor Ims the appropriate competence and capabilities to performir the audis. Professiorml guidance for auditors reveals that independence consists of two elements a Independence of inuid is trine state of nund that pesnuis a membet to peiform an attest service without hieing affected by influenoes that compromise profosionaijudginent,thereby allowirigan itidividual to act with integrity and exeime objectivity and profmimaj skepticism, b�. Indepenidence in appemance is the avoidance of cimmistances that would cause a Tea sonable mid infomied Tbad party who has knowledge of all relevant information,inclidefing the saleguards applied,10 rvenonalry Conclude thal the mgpgri, ,objecInIA,,or professional skel7ficJsm qfafirgn or member orthe atrem engttgement ream n is a.ornpronnsed, Page 12 of 14 - 183 - 'Die Clerk's Audit Report reveals the Clef k lack-s both independflace of mind and independence m appearwice, Tbrougbout the report,the Clerk ascribes sinister inotivations to irrinocuous sets of circunistancev theretvy revealing his report is biased against NewniariPR For exunple. the Clerk clainis that offsetting the cost of a wite fee from die pal'nnent due to the vendor it the request of Thevendor, is unproper The Clerk also accuses Nee%rni=PR of inipioperly seeking reinibursenidit of costs when the Contract clearly pnwidesfor thereunbursementof such costs mid grants NewmanPR the authority to do so Additionally, where reading the Clerk's report, it becornes mnlent the Clerk's conclusiom, and con unents.are not the result oftestulg,Of anal'1110L they are trine result of ant aggressivebans 119ainst die TDC mid Ne%vntmiPR This biis is paniftilly evident from the Clerk's"recourniendations," which have nothing to do widi the putative cotriphance audit of NewinatipR, Thew reconunendations include termination of the C onTiact.niodification of the compefinve soliculficni process,ind el i unnation of Visit Florida Ke)75 The Clerk's lack of independence,both in fact and appearance is hwher put on Rill display by his response,to the legal opurion of the County Attorney,Instead of accepting the opinion of The person qualified to opiry ou the legal obligalrous required by the Corttrict. the Clerk advocates for rejecting the Coinvy Attorney's position The Clerk's burs and inappropriate response to the Cowy Attorney's opimou also runs afoul of applicable professional standards promulgated by the American Itistimle of Certified Public Accownants,Those standaids reveal die Clerk should not be interpreting the Contract because,fir is not corripetent to do so,Instead,lie should retain die sen7ices of a specialist to assist hini in this regard, M-N—CJA'—S—IQ—N Althougli the Clerk cloaks duffs report as an unenaal audit, it is airy thing,but In wbislance, the Clerk's report is a nLinifesto resvaling the Clerk s disdain for the Contract with NewmanPR and the over-all operation of the Momoe Comity Tourist Development CotuicilNisit Florida Keys The Clerk's opituous a1vut the quality of the"deal"that was,,negotiated betweez Monroe County,and Newniwil?'R.a deal in which the Clerk was involved,is not the proper skitiject of an audit, NewnranPR has been a Nthfiil servant to Monroe County for over 43 years Thegrolmh urn the Florida Keys toirrism-based economy dwing its 43-plus-year relationship with Monroe County =d the tax revenue derived therefrom-substantiate" the perfonnanice of NewnzinPR, the TDC and its offiet agencies of record. The catalysts for the Clerk's disdain for NewmaaPR ippemi to be the provisio'n of photography Services by the agency,In this regard,Newina OR would gladly work With the County to ckum± its filtize role in cotinection with these services or elininiate The perforria'ance of those semices by NewirtatiM. Page 13 of'14 - 184 - Smcerely, HERSHOFT,LLTPINO&YAGEL,LLP ............ RLTSSFLL A,YAGEL KAY/tld Page 14 of 14 - 185 - Exhibit "A" On September 11, 202,3, NewmonPR's rnedia reiafions manager finoRzed details for o two-night stay on behalf of an editorw1ith "The Knol,"a premiere weddings' rnod,,,et magazine,as wPP as a two-night stay for the mtedia rnanuaqr.,r.The dates of stay were to be Septernber 28 through 30, :1023, rand were part of as iarqeT media viiO tw--4irinirq&epfember 26,21023.One roorn, provided to the edit0r,,vvas cornpHryie-intory for both nights and the property,The Grand Moioney un Key West„ offered a 6scounted rate for the second roorn used by the nie&o manager to accoimpany the e6tor around Key West. The totof charged September 11, the day the reservofions%vos made,was $66912, DespRe the request for the rooms tio biz� iolioced under the narnes of those trave6nq, both reseirvatinns were made under the name Addona ;call„ the property's pub5c reCation,5 representative. Ahead of the dales of stay, the NewnianPR media manioger contacted the property's caH center to have narnes updated but they were not able to do so. Upon deplarfing the property,the me6a manger rerceived io fo4o for the stay that induced an addHiono�cieoning fee and loxes b6nging the toia9 bIM to$774. As there was no option to provide addifional poynient oind the biR contoined a zero bdance, the manager assumed that the additional arnount woukd be billed to the cord on flie, It is worth mentioning that tune hofeU property does not have as front desk, or staff avoflablle on-site, so an nn-pers,on conversation or formo�chedilout procedure is not avaiiable. M cornniuNcdtnons, check,-in and chead.-oil actions are, done remotety via text and emaiL Upon submitting the inifiai travei voucher, the media manager mistakeNly sent in the foiio 0111 containing the name of fhe pubNc relations representative whio made the initial reservation. Once rlewirnanPR's onvotce to TDC was returned by the finance office, the media, manger was able to address the, issue w4h as representative at the corporate [evei who provided on updated forio with her correct narne. TNs fo0o OR contained the amount of $774 and OR had the conPrniafioini number that was provided. 9n ioie November,when proof of payment was requested, the me&o manager was advised that a charge for the reniaining bafionce of the hc4ei couid not be found on the corporate card.Since the rne-6a rnanaqer does,ncJ have access q to the rnontMy credR card statements, the manager dd not know that the deaning fee,plus flax,had been w6yed. - 186 - �n e-aily December„ the me6a manager was ob e to qei in contocl with as reFoeserdafive al cexporate Wve� who cnformed that ck-aning fees, shoud not hove been charqpd to the fotii:,even though they were on We fo4o provNdoKj of ch,eck-out.On December 6,21023,an updated fo4o was FxcMded for the c:orr(..+c::t amount of$669.72. However,for reov.,dns vnknown,thPsversion of the fdio contoined a d0erent roorn cafeq.'ory and confirmoflon number.The media rnanager did not reoflze this when sendurG the foflo through for processing�x)earn exp�anation was not obtauned. loo be cl�ear,n6ther the rrwdo rnanager,nor arwyone at NewrnonFR diered any of the backup riiate,6ds provided througholut the process. WNle we understand that the above caused rnuch confWon for everyone, inctuding the finamze office,we appre6ole lhot the scrutiny of the firlance office reSUl4f-,d�n the correct ornount beinq biReiJ. Even ff ihot hadn't hoppened, wewotAd hove 9*y evenluaUy d4covered typal the c earing fees were not chaq;pd and as creqV would rxxve bee-m ii;sued, - 187 -