02/19/1997 Agreement
J)ann!' 1.. Itolbagr
BRANCH OFFICE
3117 OVERSEAS HIGHWAY
MARATHON, FLORIDA 33050
TEL. (305) 289-6027
FAX (305) 289-1745
C~RKOFTHECmCUITCOURT
MONROE COUNTY
500 WHITEHEAD STREET
KEY WEST, FLORIDA 33040
TEL. (305) 292-3550
FAX (305) 295-3660
BRANCH OFFICE
88820 OVERSEAS HIGHWAY
PLANTATION KEY, FLORIDA 33070
TEL. (305) 852-7145
FAX (305) 852-7146
MEMORANDUM
TO: Bob Herman
Director of Growth Management
Attention: Isabel Reid, Sr. Staff Assistant
FROM:
Ruth Ann Jantzen ~IL
Deputy Clerk ., .
DATE:
March 3, 1997
At the February 19, 1997 County Commission Meeting, the Board granted
approval and authorized execution of a Contract between Monroe County and URS
Consultants, Inc., for provision of transportation planning services funded under the
Florida Department of Transportation/Monroe County Joint Participation Agreement.
Enclosed please find four duplicate originals of the above Agreement, executed on
behalf of Monroe County. Please be sure that one fully exemted copy is returned to this
Ofl"lCe as soon as ~ible.
H you have any questions regarding the above, please do not hesitate to contact
this office.
cc: County Attorney
Fmance
County Administrator, wlo document
Fde
C oK~~rY of ~2~~oE
Mr. Hugh W. Miller, P.E.
URS CONSULTANTS, INC.
124 Marriott Drive
Suite 201
Tallahassee, Florida 32301
BOARD OF COUNTY COMMISSIONERS
MAYOR, Shirley Freeman, District 3
Mayor Pro Tem, Jack London, District 2
Wilhelmina Harvey, District 1
Mary Kay Reich, District 5
Keith Douglass, District 4
Monroe County
Planning Department
Suite 410
2798 Overseas Hwy.
Marathon, FL 33050-2227
March 3, 1997
RE: Monroe County Transportation Planning Services Agreement for
Professional Services.
Dear Mr. Miller:
Enclosed are four duplicate originals of the above agreement
executed by Monroe County.
Once the agreements have been executed by your organization,
please return three originals to me via FedEx.
Thanks for all your help in this matter.
Attachments (4)
Sincerely,
!:J, / {f tJJ. 4j<.e~---
~~. FI~~
Staff Assistant
cc: Keith Douglass, Mayor
James L. Roberts, County Administrator
James T. Hendrick, County Attorney
Robert L. Herman, Director of Growth Management
Timothy J. McGarry, Director of Planning
Ruth Ann Jantzen, Deputy Clerk
Jan Hotalen, Legal Secretary
Finance
File
URS.Ol/TXTFLOWE
e
MONROE COUNTY
TRANSPORTATION PLANNING SERVICES
AGREEMENT FOR PROFESSIONAL SERVICES
THIS AGREEMENT made and entered into this 6/Z0 day of tJltlP~ ,
1997, by and between the MONROE COUNTY BOARD OF COUNTY COMMISSIONERS,
Monroe County, Florida, referred as the "CLIENT", and URS
Consultants, Inc., with offices located at 5200 NW 33rd Ave., Suite
201, Fort Lauderdale, FL 33309,hereinafter referred to as the
CONSULTANT.
WHEREAS, the CLIENT has determined that it is necessary, expedient,
and to the best interest of the CLIENT to retain a CONSULTANT to
render and perform consulting and other professional services in
connection with the providing technical assistance to Monroe County
in the area of transportation planning services.
WHEREAS, THE CLIENT desires to engage the CONSULTANT on a contract
basis, for work assignments, as per the authorization procedures
hereinafter set forth. I.C5 -T[
-..!
NOW, THEREFORE, the parties hereto do mutually agree" as." fo:ld:ows;;
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SECTION 1. EMPLOYMENT OF THE CONSULTANT
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The CLIENT hereby engages the CONSULTANT and the CONSULT~ agFees to
perform services hereinafter described. ..... ~
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SECTION 2. SCOPE OF SERVICES
The CONSULTANT shall do, perform and carry out in a professional and
proper manner certain duties as described in the Basic Scope of
Services - Exhibit "A" - which is attached hereto and made a part of
this agreement.
SECTION 3. CLIENT'S RESPONSIBILITIES
The CLIENT shall complete the following in a timely manner so as not
to delay the services of the CONSULTANT:
3.1 Provide all best available date and base maps as to the
CLIENT's requirements for Work Assignments. Designate in
writing a person with authority to act on the CLIENT's
behalf on all matters concerning the Work Assignment.
CONTRACT.Ol/TXTFLOWE
3.2
3.3
2
Furnish to the CONSULTANT all existing plans, studies,
reports, and other available data pertinent to the work
described in Exhibit "A", and obtain or provide additional
reports and data as required by the CONSULTANT. The
CONSULTANT shall be entitled to use and rely upon such
information and services provided by the CLIENT or others in
performing the CONSULTANT's services.
Arrange for access to and make all provisions for the
CONSULTANT to enter upon public and private property as
reasonably required, and legally allowed, for the CONSULTANT
to perform services hereunder. Any obstruction to such
access by private property owners shall not constitute a
basis for waiver of any other required entries on to public
and private property, nor shall it provide a basis for
termination of the contract. In the event that such access
is so obstructed, CONSULTANT and CLIENT shall work together
to resolve the difficulty in a timely manner.
3.4 Perform such other functions as are indicated in Exhibit
"A" including but not limited to scheduling all meetings,
work sessions, and hearings associated with the performance
of the CONSULTANT's work, including preparation of minutes
and records.
SECTION 4. TIME OF COMPLETION
The services to be rendered by the CONSULTANT for each individual
work order request shall be commenced upon written notice from the
CLIENT and the work shall be completed in accordance with the
schedule mutually agreed to by the CLIENT and CONSULTANT, unless it
shall be modified in a signed document, by the mutual consent of the
CLIENT and CONSULTANT. Subsequent services shall be performed in
accordance with schedules of performance which shall be mutually
agreed to by CLIENT and CONSULTANT.
SECTION 5. COMPENSATION
5.1 The maximum compensation available to the CONSULTANT under
this agreement is $195,000.00. CONSULTANT acknowledges that
the funding for this Agreement is provided by a grant from
the State Department of Transportation. If that funding is
terminated and the CLIENT elects not to continue funding,
then the CLIENT must immediately notify the CONSULTANT of
the termination. The CONSULTANT must immediately cease
work under this Agreement. The CONSULTANT is only entitled
to payment for work performed up to the date it received the
CLIENT's notice of termination.
CONTRACT.01/TXTFLOWE
3
5.2 The CLIENT agrees to pay the CONSULTANT on the lump sum
basis for each individual work order request, including all
direct expenses (as per Section 112.061 Florida Statutes)
associated herewith. These services shall be reimbursed
based on CONSULTANT's hourly rates with direct expense
reimbursement per Section 112.061 Florida Statutes, or as
additional lump sum payments as may be mutually agreed by
CLIENT and CONSULTANT. Any disagreement regarding which
items are reimbursable shall be submitted to the County
Clerk for determination and whose decision shall be final.
5.3 The hourly billing rates of the CONSULTANT used in
calculating the compensation due are:
Position
Rate
Thru 11/1/97
Rate
11/1/97 - 11/1/98
Project Manager
Principal
Senior Trans.Engr./Plan
Trans. Engr.Planner
Jr. Trans. Engr./Planner
CADD/Graphics Tech
Clerical
87.52
143.10
90.69
65.18
44.23
37.39
30.81
91. 88
150.25
95.21
68.43
46.44
39.26
32.34
SECTION 6. PAYMENT TO CONSULTANT
6.1 CONSULTANT shall submit monthly invoices and progress
reports for services rendered on each individual
work order being performed by the CONSULTANT.
The CLIENT shall make payments in response to CONSULTANT's
invoices within forty-five (45) days of the invoice date.
6.2 If the CLIENT fails to make any payment due to the
CONSULTANT for services and expenses within forty-five (45)
days after the invoice dates, the CONSULTANT may, after
giving seven (7) days written notice to the CLIENT,
suspend services until the CONSULTANT has been paid in full
all amounts due for services.
SECTION 7. AUTHORIZATION OF WORK ASSIGNMENTS
7.1 All work assignments beyond or 'in addition to EXHIBIT "A"
shall be authorized in a signed document in accordance with
the CLIENT's policy prior to any work being conducted by the
CONSULTANT.
7.2 Additional authorizations may contain additional
instructions or provisions specific to the authorized work
for the purpose of clarifying certain aspects of this
CONTRACT.01/TXTFLOWE
4
Agreement pertinent to the work to be undertaken. Such
supplemental instruction or provisions shall not be
construed as a modification of this Agreement.
Authorizations shall be dated and serially numbered.
SECTION 8. COST CONTROL
8.1 The CLIENT's budgetary requirements and considerations in
respect of the Work Assignments, including those for any
subcontractors, shall be set forth in said Work Assignment.
8.2 Opinions of probable construction cost, financial
evaluations, and feasibility studies prepared by the
CONSULTANT under the Work Assignment will be made on the
basis of the CONSULTANT's best judgment as an experienced
and qualified professional. It is recognized, however,
that the CONSULTANT does not have control over the cost of
labor, material, equipment, or services furnished by others
over market conditions or contractor's methods of
determining their prices, and that any utilitarian
evaluation of any facility to be constructed or work to be
performed on the basis of the Work Assignment must be of
necessity speculative. Accordingly, the CONSULTANT does not
guarantee that proposals, bids, or actual costs ~ill not
vary from opinions, evaluations, or studies submitted by the
CONSULTANT to the CLIENT thereunder.
SECTION 9. NOTICES
All notices, requests and authorizations provided for herein shall be
in a signed document and shall be delivered or mailed to the
addresses as follows:
To the CLIENT:
Monroe County Board of County
Commissioners
c/o
Monroe County Planning Department
2798 Overseas Highway, Suite 410
Marathon, Florida 33050
Attention: Planning Director
To the CONSULTANT: URS Consultants, Inc.
5200 NW 33rd Ave., Suite 201
Fort Lauderdale, Florida 33309
Attention: Raj Shanmugan, P.E. (Project)
or
Attention: Hugh W. Miller, P.E. (Contract)
or addressed to either party at such other addresses as such party
shall hereinafter furnish to the other party in writing. Each such
notice, request, or authorization shall be deemed to have been duly
CONTRACT.Ol/TXTFLOWE
5
given when so delivered, or, if mailed, when deposited in the mails,
registered, postage paid.
10.1
SECTION 10. GENERAL CONDITIONS
10.2
10.3
10.4
10.5
All documents created or prepared by CONSULTANT and which
are necessary for the fulfillment of this agreement,
including reproducible copies of original drawings
estimates, specifications, field notes, and date are and
remain in the property of the CLIENT. In the event the
CLIENT uses said documents on any projects not covered in
this contract, it shall indemnify and save harmless
CONSULTANT from all damages, including legal fees and costs,
resulting from the reuse of said documents.
This Agreement may be terminated by either party with or
without cause by thirty (30) days written notice to the
other party. In the event of any termination, the CONSULTANT
will be paid for all services rendered and reimbursable
expenses incurred to date of termination. The CLIENT will
receive all work product performed, in whatever manner, as
of the date of termination. Termination due to
nonappropriation or funding termination must be done under
para.S.1.
The CLIENT and CONSULTANT each is hereby bound and the
partners, successors, executors, administrators, and legal
representatives of the CLIENT and CONSULTANT are hereby
bound to the other party of this Agreement and to the
partners, successors, executors, administrators, and legal
representative (and said assigns) of such other party, in
respect of all covenants, agreements, and obligations of
this agreement.
The CONSULTANT shall not assign, sublet or transfer any
rights under or interest in (including, but without
limitations, moneys that may become due or moneys that are
due) this agreement or subsequent Work Assignment without
the written consent of the CLIENT, except to the extent that
any assignment, subletting, or transfer is mandated by law
or the effect of this limitation may be restricted by law.
Unless specifically stated to the contrary in any written
consent to any assignment, no assignment will release or
discharge the assignor from any duty or responsibility under
this agreement.
The CONSULTANT shall enter into a subcontract with the firm
of Kittelson and Associates, Inc. to perform some of the
services required in Exhibit A. This subcontract shall be
subject to the prior written approval of the County
Administrator or his designee. Specific services to be
performed by the firm of Kittleson and Associates, Inc.,
CONTRACT.Ol/TXTFLOWE
10.6
10.7
10.8
10.9
10.10
10.11
10.12
6
shall be identified in the CONSULTANT's work assignments
in accordance with Section 7 and Section 10. The
CONSULTANT's subcontractors are not third party
beneficiaries under this Agreement, are not in
privity with the CLIENT, and may not seek payment from the
CLIENT for any amount owed them by the CONSULTANT.
The CLIENT's consent to the use of Kittleson and
Associates, Inc., as a subcontractor, does not in any way
relieve or excuse the CONSULTANT from the complete
performance of all its duties and obligations under this
Agreement.
Nothing under this agreement shall be construed to give any
rights or benefits in this agreement to anyone other than
the CLIENT and CONSULTANT, and all duties and
responsibilities undertaken pursuant to this agreement will
be for the sole and exclusive benefit of the CLIENT and
CONSULTANT and not for the benefit of any other party.
Nothing in this agreement should be read as modifying the
applicable statute of limitations. The waiver of the breach
of any obligation of this agreement does not waive another
breach of that or any other obligation.
No member, officer, or employee of the CLIENT during his
tenure or for two years thereafter shall have any interest,
direct or indirect, in this contract or the proceeds
thereof. This aforegoing statement shall be inserted in any
subcontract.
The CONSULTANT warrants that it has not employed, retained
or otherwise had act on its behalf any former County officer
or employee subject to the prohibition of Section 2 of
Ordinance No. 010-1990 or any County officer or employee in
violation of Section 3 of Ordinance No. 020-1990. For
breach or violation of this provision the CLIENT 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
fee, commission, percentage, gift, or consideration paid to
the former County officer or employee.
This Agreement constitutes the entire agreement between
CLIENT and CONSULTANT and supersedes all prior written or
oral understandings. This agreement may only be amended,
supplemented, modified, or canceled by a written instrument
duly executed by the Monroe County Board of County
Commissioners and the CONSULTANT, provided that the scope of
services may be modified by a written agreement executed by
the County Administrator or his designee and CONSULTANT,
consistent with Section 10 of this agreement.
CONSULT~ warrants that it has not employed or retained
CONTRACT.OI/TXTFLOWE
10.13
10.14
10.15
7
any company or person, other than a bona fide employee
working solely for the CONSULTANT to solicit or secure this
agreement and that he has not paid or agreed to pay any
person, company, corporation, individual, or firm, other
than a bona fide employee working solely for the CONSULTANT
any fee, commission, percentage, gift, or any other
consideration contingent upon or resulting from the award or
making of this agreement.
In the carrying out of this agreement, the CONSULTANT will
not discriminate against any employee or applicant for
emploYment because of sex, race, creed, color or national
origin. In carrying out this agreement, the CONSULTANT will
take affirmative action to ensure that applicants are
employed, and that employees are treated during emploYment
without regard to their sex, race, creed, color, or national
origin. Such action shall include but not be limited to,
the following: Upgrading, demotion or transfer; recruitment
or recruitment advertising; layoff of termination; rates of
any or other forms of compensation; and selection for
training, including apprenticeship. The CONSULTANT agrees
to post in conspicuous places, available to employees and
applicants for emploYment, such notices as may be provided
by the CLIENT setting forth the provisions of this
non-discrimination clause.
The CONSULTANT and its subcontractors agree to ensure that
Disadvantaged Business Enterprises as defined in 49 CFR Part
23, as amended, have the maximum opportunity to participate
in the performance of contracts and this Agreement.
The CONSULTANT agrees that no federal appropriated funds
have been paid or will be paid by or on behalf of the
CONSULTANT, to any person for influencing or attempting to
influence any officer or employee of any federal agency, a
Member of Congress, an officer or employee of Congress, or
an employee of a Member of Congress in connection with the
awarding of any contract, the making of any federal grant,
the making of any federal loan, the entering into of any
cooperative agreement, and the extension, continuation,
renewal, amendment or modification of any federal contract,
grant, loan or cooperative agreement.
If any funds other than federal appropriated funds have been
paid by the CONSULTANT to any person for influencing or
attempting to influence an officer or employee of any
federal agency, a Member of Congress, an officer or employee
of Congress, or an employee of a Member of Congress in
connection with this Agreement, the undersigned shall
complete and submit Standard Form-LLL, "Disclosure Form to
Report Lobbying," in accordance with its instructions.
The CONSULTANT shall require that the language of this
section be included in the award documents for all
CONTRACT. o 1 I TXTFLOWE
. ."
8
sub-awards, and that all sub-recipients shall certify and
disclose accordingly.
10.16
No member or delegate to the Congress of the United States
shall be admitted to any share or part of this Agreement or
any benefit arising therefrom.
10.17
This agreement shall be governed by the Laws of the State
of Florida. Venue for any litigation arising under this
agreement must be in Monroe County, Florida.
SECTION 11. INDEMNIFICATION
The CONSULTANT does hereby consent and .agree to indemnify and hold
harmless the County, its Mayor, the Board of County Commissioners,
appointed Boards and Commissions, Officers, and the Employees, and
any other agents, individually and collectively, from all fines,
suits, claims, demands, actions, costs, obligations, attorneys fees,
or liability of any kind arising out of the sole negligent actions of
the CONSULTANT or substantial and unnecessary delay caused by the
willful nonperformance of the CONSULTANT and shall be solely
responsible and answerable for any and all accidents or injuries to
persons or property arising out of its performance of this contract.
The amount and type of insurance coverage requirements set forth
hereunder shall in no way be construed as limiting the scope of
indemnity set forth in this paragraph. The CLIENT does hereby
covenant and agree to indemnify and save harmless the CONSULTANT from
any fines, suits, claims, demands, actions, costs obligations,
attorney fees, or liability of any kind resulting from a negligent
act or omission by the County, its Mayor, the Board of County
Commissioners, appointed Boards and Commissions, Officers, and
Employees, individually and collectively under the provisions and up
to the limits of liability as stated in section 768.28 F.S. Further
the CONSULTANT agrees to defend and pay all legal costs attendant to
acts attributable to the sole negligent act of the CONSULTANT.
At all times and for all purposes hereunder, the CONSULTANT is an
independent contractor and not an employee of the Board of County
Commissioners. No statement contained in this agreement shall be
construed so as to find the CONSULTANT or any of his/her employees,
contractors, servants or agents to be employees of the Board of
County Commissioners for Monroe County. As an independent contractor
the CONSULTANT shall provide independent, professional judgment and
comply with all federal, state, and local statutes, ordinances, rules
and regulations applicable to the services to be provided.
The CONSULTANT shall be responsible for the completeness and accuracy
of its work, plan, supporting data, and other documents prepared or
compiled under its obligation for this project, and shall correct at
its expense all significant errors or omissions therein which may be
disclosed. The cost of the work necessary to correct those errors
attributable to the CONSULTANT and any damage incurred by the CLIENT
as a result of additional costs caused by such errors shall be
CONTRACT.01/TXTFLOWE
9
chargeable to-the CONSULTANT. This provision shall not apply to any
maps, official records, contracts, or other data that may be provided
by the County or other public or semi-public agencies.
The CONSULTANT agrees that no charges or claims for damages shall be
made by it for any delays or hindrances attributable to the CLIENT
during the progress of any portion of the services specified in this
contract. Such delays or hindrances, if any, shall be compensated
for by the County by an extension of time for a reasonable period for
the CONSULTANT to complete the work schedule. Such an agreement
shall be made between the parties.
SECTION 12. INSURANCE POLICIES
The CONSULTANT shall procure and maintain the insurance required in
Exhibit "B". Exhibit "B" is attached and made a part of this
agreement.
IN WITNESS
the parties hereto haye caused these presents .to
fStf.o day of f/Jdllh 1997.
L. KOLHAGE, CLERK
BOARD OF COUNTY COMMISSIONERS
OF MONROE CO ~Y, LORIDA
BY~
uty erk ~\,,\~,
By
Mayor/
(CORPORATE SEAL)
ATTEST:
~;'Sista!!2.t::: ')/
URS Consultants, Inc.
BY~_
e presid nt
CONTRACT.01/TXTFLOWE
EXHIBIT "A"
SCOPE OF SERVICES
TASK 1: US 1 ARTERIAL TRAVEL TIME AND DELAY STUDIES
1. PURPOSE
The travel time studies will be used to monitor the level of service
on US 1 for concurrency management purposes pursuant to Chapter 163,
Florida Statutes. The studies will be conducted in accordance with
the methodology that was developed by the US 1 LOS Task Force and
approved by the County, the Florida Department of Transportation, and
the Florida Department of Community Affairs.
The study, including data collection and reporting, may be performed
by the Monroe County staff, as in years past, or, with the
concurrence of the Department, the Public Agency may use the general
transportation planning consultant to perform the study in its
entirety.
2. ACTIVITIES
A. Using the floating car method, the County will record travel
time, speed and delay data for: a) each of the 24 segments of U.S. 1
(Attached) from Florida City to Stock Island; and b) the length of
U.S. 1 from the Dade County line to the Cow Key Channel.
B. The data will be recorded by date, day of week, time of day, and
direction.
C. The study will be conducted over 14 days within the six-week
period from February 15 to March 31. The study will consist of 14
round-trip runs, sampling each day of the week twice.
D. The study schedule will be coordinated with seven day, 24 -hour
traffic counts to be conducted by FDOT in Islamorada, Marathon, and
Big Pine Key.
E. The study will employ the staggered schedule of departure times
previously approved by the Task Force so as to record peak hour
conditions in as many different locations as possible.
F. The study results will be summarized in report format including a
series of tables and graphs. A statistical analysis of the mean,
median, stang~rd deviation, and range of speeds recorded for each
segment and for the overall distance will be provided. Excess
roadway capacity and deficiencies in capacity will be reported.
3. COST
$25,000.00
TASK 2: GENERAL TRANSPORTATION PLANNING ASSISTANCE
1. PURPOSE
The purpose of this task is to provide funding for a general
transportation planning consultant that will provide assistance to
the Monroe County Planning Department staff for the purpose of
maintaining and updating the Long Range Transportation Plan, and to
ensure that transportation concurrency requirements are met to
support the comprehensive planning process. This task will provide
assistance for general transportation planning and analysis
activities, including data collection and technical support.
2. ACTIVITIES
The transportation planning consultant will provide assistance to
Monroe County Planning Department staff in the following areas.
preparation of traffic impact reports, including attendance at
appropriate public meetings and hearings; site plan reviews for
internal traffic flows and access; provision of review comments on
relevant transportation elements of reports and plans prepared by
County staff in support of the comprehensive plan. This task may
also include level of service analysis and systems planning
activities, including running the FSUTMS model, data collection
activities, and technical support.
The Monroe County staff will administer a consultant contract, issue
work orders, prepare invoices for submission to the Department, and
participate in planning, analysis, and data collection activities as
necessary.
This project may also include the preparation of trip generation
guidelines for various specific land uses and land use categories
within the Keys. The effort will require field studies within Monroe
County and a literature review of data for areas with comparable
climate and a high level of tourism. The findings and
recommendations of this study will be incorporated into the land
development regulations and the development review process of the
County.
The project may also include re-evaluation of the level of service
methodology for US 1. Monroe County staff, with the assistance of
the consul tant, will reconvene the US 1 Task Force for Level of
Service to thoroughly re-evaluate the current LOS methodology adopted
by the County. The findings and recommendations of the study will be
utilized in._the land development regulations and the development
review process of the County.
2
CONTRACT.02/TXTFLOWB
The proj ect may also include evaluation of the functional
classification for the County roadway system. The Consultant will
prepare a classification system for the County roadway system with
the assistance of County planning and engineering staff. This
classification system will fully complement the State functional
classification system. It will be utilized in the land development
regulations and the comprehensive planning process of the County.
The final product will provide the data in a format suitable for
incorporation into the County geographic information system (GIS).
3. COST
$170,000.00
3
CONTRACT.02/TXTFLOWB
1996 Edition
.
RISK MANAGEMENT
POLICY AND PROCEDURES
CONTRACT ADMINISTRATION
MANUAL
APPENDIX B
General Insurance Requirements
for
Other Contractors and Subcontractors
As a pre-requisite of the work governed, or the goods supplied under this contract (including the
pre-staging of personnel and material), the Contractor shall obtain, at his/her own expense,
insurance as specified in any attached schedules, which are made part of this contract. The
Contractor will ensure that the insurance obtained will extend protection to all Subcontractors
engaged by the Contractor. As an alternative, the Contractor may require all Subcontractors to
obtain insurance consistent with the attached schedules.
The Contractor will not be permitted to commence work governed by this contract (including
pre-staging of personnel and material) until satisfactory evidence of the required insurance has
been furnished to the County as specified below. Delays in the commencement of work,
resulting from the failure of the Contractor to provide satisfactory evidence of the required
insurance, shall not extend deadlines specified in this contract and any penalties and failure to
perform assessments shall be imposed as if the work commenced on the specified date and time,
except for the Contractor's failure to provide satisfactory evidence.
The Contractor shall maintain the required insurance throughout the entire term of this contract
and any extensions specified in the attached schedules. Failure to comply with this provision
may result in the immediate suspension of all work until the required insurance has been
reinstated or replaced. Delays in the completion of work resulting from the failure of the
Contractor to maintain the required insurance shall not extend deadlines specified in this contract
and any penalties and failure to perform assessments shall be imposed as if the work had not
been suspended, except for the Contractor's failure to maintain the required insurance.
The Contractor shall provide, to the County, as satisfactory evidence of the required insurance,
either:
· Certificate of Insurance
or
· A Certified copy of the actUal insurance policy.
The County, at its sole optio~ has the right to request a certified copy of any or alUnsurance
policies required by this contract. ..
All insurance policies must specify that they are not subject to cancellation, non-renewal,
material change, or reduction in coverage unless a minimum of thirty (30) days prior notification
is given to the County by the insurer.
The acceptance and/or approval of the Contractor's insurance shall not be construed as relieving
the Contractor from any liability or obligation assumed under this contract or imposed by law.
Administration Instruction
#4709.2
14
1996 Edition
.
The Monroe County Board of County Commissioners, its employees and officials will be
included as "Additional Insured" on all policies, except for Workers' Compensation.
Any deviations from these General Insurance Requirements must be requested in writing on the
County prepared form entitled "Request for Waiver of Insurance Requirements" and
approved by Monroe County Risk Management.
Administration Instruction
#4709.2
- 15
1996 Edition
.
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
URS Consultants, Inc.
Prior to the commencement of work governed by this contract, the Contractor shall obtain
General Liability Insurance. Coverage shall be maintained throughout the life of the contract and
include, as a minimum:
. Premises Operations
. Products and Completed Operations
. Blanket Contractual Liability
. Personal Injury Liability
· Expanded Definition of Property Damage
The minimum limits acceptable shall be:
$500,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$250,000 per Person
$500,000 per Occurrence
$ 50,000 Property Damage
An Occurrence Form policy is preferred. If coverage is provided on a Claims Made policy, its
provisions should include coverage for claims filed on or after the effective date of this contract.
In addition, the period for which claims may be reported should extend for a minimum of twelve
(12) months following the acceptance of work by the County.
The Monroe County Board of County Commissioners shall be named as Additional Insured on
all policies issued to satisfy the above requirements.
GU
Administration Instruction
#4709.2
55
1996 Edition
.
PROFESSIONAL LIABILITY
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
URS Consultants, Inc.
Recognizing that the work governed by this contract involves the furnishing of advice or services
of a professional nature, the Contractor shall purchase and maintain, throughout the life of the
contract, Professional Liability Insurance which will respond to damages resulting from any
claim arising out of the performance of professional services or any error or omission of the
Contractor arising out of work governed by this contract.
The minimum limits of liability shall be:
$500,000 per Occurrence/$l, 000,000 Aggregate
PR02
Administration Instruction
#4709.2
78
1996 Edition
.
VEHICLE LIABILITY
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
URS Consultants, Inc.
Recognizing that the work governed by this contract requires the use of vehicles, the Contractor,
prior to the commencement of work, shall obtain Vehicle Liability Insurance. Coverage shall be
maintained throughout the life of the contract and include, as a minimum, liability coverage for:
. Owned, Non-Owned, and Hired Vehicles
The minimum limits acceptable shall be:
$300,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$100,000 per Person
$300,000 per Occurrence
$ 50,000 Property Damage
The Monroe County Board of County Commissioners shall be named as Additional Insured on
all policies issued to satisfy the above requirements.
VL2
Administration Instruction
#4709.2
82
1996 Edition
.
WORKERS' COMPENSATION
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
URS Consultants, Inc.
Prior to the commencement of work governed by this contract, the Contractor shall obtain
Workers' Compensation Insurance with limits sufficient to respond to the applicable state
statutes.
In addition, the Contractor shall obtain Employers' Liability Insurance with limits of not less
than:
$500,000 Bodily Injury by Accident
$500,000 Bodily Injury by Disease, policy limits
$500,000 Bodily Injury by Disease, each employee
Coverage shall be maintained throughout the entire term of the contract.
Coverage shall be provided by a company or companies authorized to transact business in the
state of Florida
If the Contractor has been approved by the Florida's Department of Labor, as an authorized self-
insurer, the County shall recognize and honor the Contractor's status. The Contractor may be
required to submit a Letter of Authorization issued by the Department of Labor and a Certificate
of Insurance, providing details on the Contractor's Excess Insurance Program.
If the Contractor participates in a self-insurance fund, a Certificate of Insurance will be required.
In addition, the Contractor may be required to submit updated financial statements from the fund
upon request from the County.
WC2
Administration Instruction
#4709.2
89
KEY WEST INTERNATIONAL AIRPORT
&
MARATHON AIRPORT
--SCOPE OF SERVICES--
FINANCIAL ANALYSIS
and
RATES & CHARGES DEVELOPMENT
To Be Performed By:
NEWTON & ASSOCIATES, INC.
GENERAL
This Scope of Services has been developed to set forth in detail the scope of services to be
performed by Newton & Associates, Inc. under a sub-contract with URS Greiner, Inc. with
respect to performing a Financial Analysis and Rates and Charges Development for the Key
West International Airport and the Marathon Airport, both operated by Monroe County,
Florida.
SCOPE OF SERVICES
The following describes the proposed scope of services, by task, to be performed by Newton
& Associates, Inc.
KEY WEST & MARATHON
TASK - 1:
ORIENTATION AND DATA COLLECTION
This task will include a kick-off meeting with key personnel to discuss
the proceedings of this scope of work and to collect the data necessary
to perform this scope of work.
TASK - 2:
EVALUATION OF AIRPORTS' HISTORICAL FINANCIAL AND
OPERATIONAL ACTIVITY
1: Compile Five-Year History of Airport Revenues, Expenses
and Operational Activity
This task will include the review, interpretation and compilation of the
Airport's most recently audited statements of revenues and expenses.
Airport operating revenues and expenses will be examined by source
and cost center and compiled into a uniform five-year history in order
to identify the historical financial growth and/or decline trends
experienced by the Airports. Historical operational activity will also be
complied to identify growth and/or decline trends.
2: Determine Adequacy of Cost Recovery by Airports' Cost
Centers
This task will include an analysis of the Airports' existing cost centers
(ie; terminal, airfield, general aviation, non-aeronautical, etc.).
Expenses incurred by each cost center will be identified along with any
corresponding revenues in order to determine the extent to which cost
center costs are being recovered. Adequacies and deficiencies will be
Newton & Associates, Inc.
Page 2
addressed.
KEY WEST INTERNATIONAL
TASK - 3A:
DEVELOP RATES AND CHARGES METHODOLOGY
1: Analyze Terminal Improvement Plan of Finance
This task will include an analysis of the plan of finance with respect to
the current terminal improvements. The purpose of the analysis is to
determine the amount of capital outlays amortization and/or debt
service required to be recovered from the terminal cost center and
further more, the airlines.
2: Conduct Terminal Square Footage Analysis
(TO BE PERFORMED BY URS GREINER, INC.)
This task will include the analysis of the ultimate terminal building
configuration and spaces in order to determine the "Productive" and
"Non-Productive" areas. This analysis will be key to the development
of a new airline rates and charges calculation methodology.
3: Review Existing Terminal Building Airline Leases and
Agreements
This task will include the evaluation of all terminal building airline
leases and agreements to identify the parameters (if any) in which a
rates and charges methodology must exist.
4: Develop Rate Setting Methodology and Identify Resulting
Potential Revenue Generation
Information obtained in Tasks 1 through 3A-3, along with a preferred
strategy will be used to develop a rates and charges methodology. Said
methodology for setting rates, fees, and charges will be developed to
satisfy the Airports' current operational and capital requirements and
facilitate the meeting of future financial objectives.
MARATHON
TASK - 3B:
DEVELOP RATES AND CHARGES METHODOLOGY
1: Review Existing Terminal Building Airline Leases and
Agreements
Newton & Associates, Inc. Page 3
This task will include the evaluation of all terminal building airline
leases and agreements to identify the parameters (if any) in which a
rates and charges methodology must exist.
2: Develop Rate Setting Methodology and Identify Resulting
Potential Revenue Generation
Information obtained in Tasks 1 through 3B-2, along with a preferred
strategy will be used to develop a rates and charges methodology. Said
methodology for setting rates, fees, and charges will be developed to
satisfy the Airports' current operational and capital requirements and
facilitate the meeting of future financial objectives.
KEY WEST & MARATHON
TASK - 4:
PRESENT RATES AND CHARGES
This task will include a meeting to present the newly developed rate
setting methodologies and resulting rates for the Key West International
Airport and the Marathon Airport to key Airport personnel.
TASK - 5:
NEGOTIATE RATES AND CHARGES AGREEMENT WITH AIR
CARRIERS
This task will include the airline presentation and negotiation of the
newly developed rates and charges. Three airline meetings will be held
to present, discuss and negotiate matters related to the new rates and
charges to be effective beginning February 1, 1998.
TASK - 6:
PREPARE FORECAST OF REVENUES AND EXPENSES
This task will include the development of a five year forecast of the
Airport's revenues, operating and maintenance expenses, and capital
expenses. The forecast will effectuate the historical trends (revenues
and expenses) identified in TASK 1 which are likely to continue into
the future. Revenue streams resulting from the development of the rate
setting methodology (TASKS 3A-4 & 3B-3) will also be rolled into the
forecast. Capital expenses related to the current terminal
improvements, including any amortization and\or financing costs as
identified in TASK 3A-1 will be forecast as well, all resulting in a five
year forecast of total Airport revenues and expenses.
Newton & Associates, Inc.
Page 4
TASK - 7:
PREPARE FINAL RATES AND CHARGES DOCUMENT FOR
COUNTY RECORDS
This task will include the preparation and presentation of a final report
(hard copy) on the performance and conclusions of this scope of work.
Twelve copies of the final report will be furnished.
Newton & Associates, Inc.
Page 5