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11/14/2007 Agreement
DANNYL. KOLHAGE CLERK OF THE CIRCUIT COURT DATE: December 4, 2007 TO: Tina Boan, Budget Manager FROM: Isabel C. DeSantis I Deputy Clerk 0 V At the November 14, 2007 BOCC Meeting, the Board approved the following: Professional Services Agreement between Monroe County and Government Services Group (GSG) for specialized assistance in the development of a non -ad valorem funding alternative for the County's fire services through the development of a special assessment program for fire services. Attached hereto is a duplicate original of the above -mentioned for your handling. Thanks. cc: County Attorney Finance File GSG GOVERNMENT SERVICES GROUP, INC. October 19, 2007 Via Electronic Transmission Mr. Thomas J. Willi, County Administrator Monroe County 1100 Simonton Street, Suite 205 Key West, Florida 33040 pub)tic sector 4t}J„,i J,d - t,t;tq solutions Re: Monroe County - Fire Services Assessment Program Proposal Dear Mr. Willi, N (� 0 O V Om r'1 CD This correspondence is written to present a scope of services for Government Services Group, Inc. ("GSG") to provide professional services and specialized assistance to the Monroe County ("County") and its staff with the development of a non -ad valorem funding alternative for the County's fire services through the development of a special assessment program. The objective of this project is to develop non -ad valorem special assessments based on public policy established by the County within the constraints of readily available data and legal precedent. To fulfill this objective, we will accomplish the following tasks: (1) Provide specialized services that assist the County in developing legally defensible methods of apportioning the assessments; (2) Advise and assist legal counsel with the implementation documents for imposing and collecting the special assessments using the separate bill collection method and capable of transitioning to the tax bill collection method; and (3) Provide assessment rolls that collect the annual assessments; the rolls will be capable of being efficiently updated in subsequent years. The enclosed work plan is designed to provide the following deliverables during this project: • An Assessment Report which includes (a) the assessment cost calculations, (b) the description of the apportionment methodology, and (c) an implementation schedule; • Advise and assist legal counsel with the home rule assessment ordinance and all implementing resolutions for the annual assessment program that will allow for a separate bill or for the tax bill collection method; Mr. Thomas J. Willi October 19, 2007 Page 2 • Billing algorithms necessary to calculate the fire protection assessments pursuant to the proposed methodologies; • The final fire assessment rates; • An assessment roll in an electronic format capable of billing the assessments for Fiscal Year 2007- 08 and capable of merging with the County's real property tax roll in conformity with the requirements of the uniform method of collection for Fiscal Year 2008-09; and, • The statutorily required notice and billing documentation that is required for using the tax bill collection method for the annual assessment programs in subsequent years. Attached as Appendix A is the work plan under which the firms will assist the County in implementing the assessment program. The scope of services is based on the assumption that the County will be an active participant and provide the necessary budget information and other data required to develop the assessment methodologies. The firm will work under a lump sum professional fee arrangement as described in the attached scope of services and will expect payment on a monthly basis pursuant to the schedules in the appendix. The appendix also provides a list of project deliverables, delivery schedule and payment schedule. Upon receiving notice to proceed, we will provide a detailed critical events calendar and a schedule for project deliverables that is tailored to the County. The professional fees required to assist the County in developing and implementing the contemplated assessment programs do not include litigation defense services. However, we do all of our work with an eye on potential legal challenges in an attempt to maximize both the efficiency and the effectiveness of any defense. In the event there is a challenge, we would be available, on an hourly basis, to assist the County in its defense. Upon review and satisfactory determination, please execute this correspondence by signing below to indicate acceptance of the attached proposal and to serve as proper Notice to Proceed. Upon execution, please provide our office with a signed copy for our files. Upon receipt of Notice to Proceed, we will provide the County with a detailed critical events calendar and a schedule for project deliverables tailored to the specific circumstances that are unique to this project. We look forward to working with Monroe County on this very important project. If you or any other County officials have any questions, please feel free to contact me. Sincerely, Camille P. Tharpe Sr. Vice President CPT/sm Enclosure AGREED TO AND ACCEPTED BY: MONROE COUITYN G%a.rle$ ,�Or%AV Nl MONROE COUNTY ATTORNEY L. TO F M: YNTHIA . ALL ASSISTANT COUNTY ATTORNEY Date ID— 2q- �t— II tj4 07 ATE -'DAwNt L-dOLHAGE0XoL. �, 1 DEPMCLEPY Appendix FIRE SERVICES ASSESSMENT PROPOSAL Scope of Services Task 1: Evaluate Reports and Research Issues Evaluate the County's existing documents, ad valorem tax roll information, fire call data, agreements, reports and other data pertaining to the provision of fire rescue services. Task 2: Identify Full Costs of Service Evaluate the full cost of the fire service delivery using the County's most current financial information and identify service delivery issues, which may affect the apportionment methodology. Determine the net service delivery revenue requirements. Task3: Develop the Apportionment Methodology Using the current ad valorem tax roll and fire incident data reported to the State Fire Marshal, develop the method of apportionment, classification of properties and the use of the data on the assessment roll. Review the assessment methodology for legal sufficiency and compatibility with alternative methods of collection. Task 4: Determine Preliminary Revenue Requirements Advise the County in determining the total fire service assessment revenue requirements to ensure the County recovers the costs of: (a) net fire service delivery revenue requirements, (b) implementing the program, and (c) collecting the assessments. Task 5: Develop Preliminary Assessment Roll Database Using the current ad valorem tax roll, create a preliminary assessment roll database. Test the sufficiency of the database by developing reports to access property information. Task 6: Apply Apportionment Methodology to Database Apply the apportionment methodology to the preliminary assessment roll database to test the data validity and legal sufficiency. Revise the apportionment methodology as necessary. Task 7: Calculate a Preliminary Proforma Schedule of Rates Using the developed assessment roll, calculate a proforma schedule of rates based on the developed apportionment methodology and revenue requirements for the assessment program. Task 8: Prepare and Present Assessment Memorandum Prepare and present an Assessment Report, which documents proposed apportionment methodologies and proforma assessment rates. Task 9: Assist With Fire Services Assessment Ordinance Advise and assist the County's legal counsel in drafting a fire services assessment ordinance to establish the procedures for implementation of a fire services assessment program. Task 10: Assist With Initial Assessment Resolution Advise and assist the County's legal counsel in drafting an initial assessment resolution that conforms to the assessment ordinance and that implements the County's policy decisions and proposed methodology. Task 11: Assist With Final Assessment Resolution Advise and assist the County's legal counsel in drafting a final assessment resolution that conforms to the assessment ordinance and adopts final assessment rates. Task 12: Assist with Rate Adoption Process Advise and assist with fulfilling the legal requirements for the adoption of the final assessment rate resolution including: (a) the development of the first class notice and its distribution, (b) publication of the public hearing, and (c) attendance at the public hearing. Government services Group, Inc. I Al Task 13: Assist with Billing Process Assist with the separate bill tax collection method of billing, and provide a scope of services to transition to the tax bill collection method. FEES AND COSTS For the professional services and specialized assistance described in the provided and proposed Scope of Services, GSG will work under a "lump sum" fee arrangement of $78,660, of which $66,860 is for professional fees and $11,800 is for incurred expenses. The lump sum fee for professional services includes a total of three on -site visits to the County by GSG staff. While the purpose of these trips is negotiable, the intent of these meetings is to (1) participate in individual briefing sessions with elected officials; (2) present the assessment memorandum at a County Commission Workshop; and (3) assist in the final rate adoption process. Meetings in excess of these on -site visits may be arranged at our standard hourly rates. Expenses related to additional meetings will be billed in accordance with Section 1.12.061, Florida Statute. If necessary, in lieu of on -site visits, periodic telephone conference calls may be scheduled to discuss project status. Please note that GSG works with the premise of developing and implementing assessment programs with an eye on potential legal challenges in an attempt to maximize both the efficiency and the effectiveness of any defense. Nonetheless, the fees outlined above for professional services do not include any provision for litigation defense. Accordingly, in the event there is a legal challenge, GSG would be available, on an hourly basis, to assist. the County in its defense. Please note that the lump sum fee does not Include the costs of producing and mailing the statutorily required first class notices. Mailing and production costs depend on the number of assessable parcels of property within the City, but average approximately $1.27 per parcel. Payment of mailing and production costs is due at the time of adoption of the initial assessment resolution. In the event that the U.S. postage rates Increase during the course of this engagement, the mailing and production costs will Increase by the exact amount of the U.S. postage rate Increase. The County Is responsible for any and all newspaper publications, including, but not limited to, making arrangements for publications and any costs associated thereto. PAYMENT SCHEDULE The lump sum fee for professional services and specialized assistance will be due and payable in installments on the following basis. Payment will be based on the following schedule, assuming that notice to proceed is received by November 15, 2007. If notice to proceed occurs after this date, payment will be adjusted on the basis of a condensing of the anticipated number of months remaining to complete the project. Government Services Group, Inc. I A-2 Schedule December 2007 January 2008 February 2008 March 2008 DELIVERABLE SCHEDULE Deliverable Notice to Proceed Kick-off Meeting/Data Collection Proforma Budget Development Proforma Assessment Rates Assessment Memorandum Initial Assessment Resolution First Class Notices Published Notice Final Assessment Resolution Final Assessment Rates Bills Mailed Payment 25% of lump sum fee 25% of lump sum fee 25% of lump sum fee 25% of lump sum fee Schedule November 2007 November 2007 November - December 2007 December 2007 January 2008 January - February 2008 January - February 2008 January - February 2008 February - March 2008 February - March 2008 March 2008 Government Services Group, Inc. I A Page 1 of 2 Boan-Tina From: LarryM. Sapp [LSapp@alachuacounty.us] Sent: Friday, September 28, 2007 11:42 AM To: Boari-Tina Subject: RE: Fire Assessment Program GSG There is not objection from me or Alachua County to Monroe County piggybacking off of this bid. Sorry for the delayed response but I was out of the office. If I can be of further assistance let me know. From: Boan-Tina [mailto:Boan-Tina@MonroeCounty-FL.Gov] Sent: Wednesday, September 26, 2007 3:54 PM To: Larry M. Sapp Subject: Fire Assessment Program GSG Mr. Sapp, It is my understanding that your county put out a request for proposal (o6-311) to solicit services for a special fire assessment, and from that RFP you had one respondent Government Services Group (GSG). Your County entered into a professional services agreement with GSG to complete the development of a Fire Assessment Program, under the Monroe County Board of County Commissioners Purchasing Policies and Procedures Section D. "The County has the option to `piggyback" on another governmental entity's competitively awarded bid to take advantage of the pricing received" This policy specifies (D. 1.) that "the requesting department mustfirst verify specifications and award information and receive permission from both the entity and the vendor to piggyback". Monroe County requests permission to "Piggyback" the Alachua County professional services agreement dated 9/26/2oo6 with Government Services Group, Inc. for the above mentioned service. Budget Manager Monroe County BOCC OMB, Suite 2-213 ttoo Simonton Street Key West, FL 33040 (305) 292-4472 (305) 292-451;i Fax HELP US HELP YOU! Please take a moment to complete our Customer Satisfaction Survey: bttp://monroesurvey.virtualtownhall.net/survey.php?9acc I 4aelb Visit us on the Web:http:// count -B Please note: The State: of Florida has a very broad public records law. Most written communications to or from the County regarding County business are public records available to the public and media upon request. Your e-mail communication may be subject to public disclosure .-*** Message Scanned by Alachua County McAfee Webshield Appliance ***-. 10/26/2007 C PROFESSIONAL SERVICES AGREEMENT This agreement is entered into this Q-G — day of 20O between Alachua County, a charter county and political subdivisio of Florida, by and through. its Board of County Commissioners, hereinafter referred to as "County" and Government Services Group, Inc. doing business at 1500 Mahan Drive Suite 250, Tallahassee, F132308, hereinafter referred to as "Professional". WITNESSETH Whereas, the County desires to develop a Fire Assessment Program; and Whereas, the Professional is qualified to provide these services; and NOW THEREFORE, in consideration of the mutual promises and covenants contained herein, the parties hereto do mutually agree as follows: 1. Term — This agreement is effective on the date executed by both parties. 2. Representations — By executing this Contract, the Professional makes the following express representations to the County: a. The Professional is professionally qualified to act as the professional for the Project; / b. The Professional has become familiar with the Project and the local conditions under which the Project is to be completed; c. The Professional shall prepare all deliverables required by this Contract in such a manner that they shall be accurate, coordinated, and adequate for the purposes intended and shall be in conformity and comply with all applicable law, codes and regulations; d. The Professional represents that the deliverables prepared by the Professional are adequate and sufficient to accomplish the purposes of the project and meet the requirements of all applicable federal, state and local codes and regulations; e. The Professional acknowledges that the County's review of the deliverables in no way diminishes the Professionals representations pertaining to the deliverables. 3. Duties of the Professional — The Professional shall have and perform the following duties, obligations, and responsibilities to the County as outlined in Attachment A. 4. Best Efforts - The Assessment Professionals covenant and agree to use their best efforts to assist in accomplishing the County's objectives. The use of special assessments can be subject to challenge. The Assessment Professionals cannot provide any indemnification or guarantee relative to any challenge to the validity, fairness, or reasonableness of the fire rescue assessment. The Assessment Professionals' sole and exclusive obligation is to share their experience and provide their best efforts providing a reasonable analysis and approach to the development of a non -ad valorem assessment program; the Assessment Professionals cannot and will not act as a guarantor of results. 5. Errors or Omissions - Errors or omissions in the development of any assessment roll will be addressed initially by developing remedies and procedures agreeable to the County within any implementation documentation developed for or adopted by the County. Reassessment or the development and reassessment of any remedy or cure resulting from an administrative error or omission by the Assessment Professionals and the direct costs related thereto shall be provided by the Assessment Professionals at no additional charge to the County. 6. Duties of the County — The County shall have and perform the following duties, obligations, and responsibilities to the Professional: a. The County shall provide access to all data files related to fire services. b. The County shall make available key staff for interviews and the collection of necessary documentation. c. The County will handle all TRIM notices in house. d. The County will provide facilities for holding public meetings and workshops. e. The County will provide timely reviews of deliverables to meet schedule requirements. 7. Method of Payment — For its assumption and performance of the duties, obligations and responsibilities set forth herein, the Professional shall be paid in accordance with this section. a. The Professional shall be paid for those services required by this Contract in an amount not to exceed $100,000.00 allocated in the following manner: i. Payment shall be made based on percentage of completed of the tasks listed in Attachment B of this document. The Professional shall detail on their invoice the task number and percentage of work complete. All travel related expenses shall be paid in accordance with Florida Statue Section 112.061. b. If the Professional duties, obligations and responsibilities are materially changed through no fault of the Professional after execution of this Contract, additional compensation shall be paid as follows: An amendment to this Agreement shall be negotiated with the Professional and approved by the Board of County Commissioners in accordance with the adopted Policy and Procedure of Alachua County. c. As a conditional precedent for any payment, the Professional shall submit monthly, unless otherwise agreed in writing by the County, an invoice to the County requesting payment for services properly rendered and expenses due. The Professional's invoice shall be accompanied by such documentation or data in support of the services and expenses for which payment is sought as the County may require. Each invoice shall bear the signature of the Professional, which signature shall constitute the Professional's representation to the County that the services indicated in the invoice have reached the level stated, have served a public purpose, have been properly and timely performed as required herein, that the expenses included in the invoice have been reasonably incurred in accordance with this Contract, that all obligations of the Professional covered by prior invoices have been paid in full, and that the amount requested is currently due and owing, there being no reason known to the Professional that payment of any portion thereof should be withheld. Submission of the Professional's invoice for final payment shall further constitute the Professional's representation to the County that, upon receipt by the County of the amount invoiced, all obligations of the Professional to others, including its consultants, incurred in connection with the Project, will be paid in full. The Professional shall submit invoices to the County at the following address: Alachua County Fire Rescue Accounts Payable P.O. Box 548 Gainesville, FL 32601 d. In the event that the County becomes credibly informed that any representations of the Professional relating to payment are wholly or partially inaccurate, the County may withhold payment of sums then or in the future otherwise due to the Professional until the inaccuracy, and the cause thereof, is corrected to the County's reasonable satisfaction. e. The County shall make payment to the Professional, of all sums properly invoiced under the provisions of this paragraph, in accordance with the provisions of Chapter 218, Part VII (Florida Prompt Payment Act), Florida Statutes. Payments shall be made to the following address: S. Personnel — The Professional will assign only qualified personnel to perform any service concerning this agreement. At the time of execution of this agreement, the parties anticipate the following parties will perform those functions indications: NAME FUNCTION Camille P. Tharpe Senior Vice President Mark R. Brown Vice President Slade V. Dukes, Esq Senior Project Manager Melissa Proctor Senior Project Manager Jeri Birkes Project Manager Chance Hendrix Database Analyst So long as the individuals named above remain actively employed or able to be retained by the Professional, they shall perform the functions indicated next to -their names. Other qualified individuals will also be assigned and assist with the 'work under the direction of the key personnel listed above. 9. Notice — Except as otherwise provided in this agreement, any notice of termination or default from either party to the other party must be in writing and sent by certified mail, return receipt requested, or by personal delivery with a signed proof of delivery. For purposes of notice, Professional's and County representative are: County: Will Gray May, Jr., Emergency Services Director Alachua County Fire Rescue P.O. Box 548 Gainesville, FL 32601 Professional: Camille P. Tharpe, Senior Vice President 1500 Mahan Drive Suite 250 Tallahassee, FL 32308 10. Default and Termination — The failure of the Professional to comply with any provision of this agreement will place the Professional in default. Prior to terminating the agreement, the County will notify the Professional in writing. "Phis notification will make specific reference to the provision which gave rise to the default. The County will give the Professional seven (7) days to cure the default. Will Gray May, Jr. is authorized to provide written notice of default on behalf of the County, and if the default situation is not corrected within the allotted time, the Emergency Services Director is authorized to provide final termination notice on behalf of the County to the Professional. Regardless of other provisions of this contract, County, by written notice to the Professional, may terminate the agreement in whole or in part when the County determines in its sole discretion that it is in the County's interest to do so. The Professional shall not furnish any goods or perform any services after it receives the notice of termination, except as necessary to complete the continued portion of the Contract, if any. The Professional shall not be entitled to recover any cancellation charges or lost profits. "The County's Emergency Services Director is authorized to provide written notice of termination on behalf of the County. If funds to finance this agreement become unavailable, the County may terminate the agreement with no less than twenty-four hours notice in writing to the Professional. The County will be the final authority as to the availability of funds. The County will pay the Professional for all work completed prior to any notice of termination. 11, Project Records — The Professional will retain all records relating to this agreement for three years after the completion of all work is performed. The Professional will make available to the County any and all records relating to this agreement for copying and inspection upon written request of the County. Furthermore, the. Professional will make any records relating to this agreement available to any state, federal, or regulatory authorities who may wish to review, inspect or copy these records. 12. Ownership of Deliverables — All project deliverables and documents are the sole property of the County and may be used by the County for any purpose. 13. Insurance — The Professional will procure and maintain insurance throughout the entire term of this agreement of the types and in the minimum amounts detailed in Attachment C. 14. haws & Reeulations — The Professional will comply with all laws, ordinances, regulations, and building code requirements applicable to the work required by this agreement. The Professional is presumed to be familiar with all state and local laws, ordinances, code rules and regulations that may in any way affect the work outlined in this agreement. If the Professional is not familiar with state and local laws, ordinances, code rules and regulations, the Professional remains liable for any violation and all subsequent damages or fines. 15. Indemnification — To the maximum extent permitted by Florida law, the Professional shall defend, indemnify and hold harmless the County and it's officers and employees from any and all liabilities, claims, damages, penalties, demands, judgments, actions, proceedings, losses or costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, whether resulting from any claimed breach of this Agreement by the Professional or from personal injury, property damage, direct or consequential damages, or economic loss, to the extent caused by the negligence, recklessness, or intentional wrongful misconduct of the Professional or anyone employed or utilized by the Professional in the performance of this Agreement. The duty to defend under this Article is independent and separate from the duty to indemnify, and the duty to defend exists regardless of any ultimate liability of the Professional, the County and any indemnified party. The duty to defend arises immediately upon presentation of a claim by any party and written notice of such claim being provided to the Professional. The Professional's obligation to indemnify and defend under this Article will survive the expiration or earlier termination of this Agreement until it is determined by final judgment that an action against the County or an indemnified parry for the matter indemnified hereunder is fully and finally barred by the applicable stature of limitations. 16. ,Assignment of Interest — Neither party will assign or transfer any interest in this agreement without prior written consent of the other party. 17. Successors and Assigns — The County and Professional each bind the other and their respective successors and assigns in all respects to all of the terms, conditions, covenants, and provisions of this agreement 18. Independent Contractor — In the performance of this agreement, the Professional is acting in the capacity of an independent contractor and not as an agent, employee, partner, joint venturer, or associate of the County. The Professional is solely responsible for the means, method, technique, sequence, and procedure utilized by the professional in the full performance of the agreement. 19. Collusion — By signing this agreement, the Professional declares that this agreement is made without any previous understanding, agreement, or connections with any persons, professionals or corporations and that this agreement is fair, and made in good faith without any outside control, collusion, or fraud. 20. Conflict of Interest — The Professional warrants that neither it nor any of its employees have any financial or personal interest that conflicts with the execution of this agreement. The Professional shall notify the County of any conflict of interest due to any other clients, contracts, or property interests. 21. Prohibition Against Contingent Fees — The Professional warrants that he or she has not employed or retained any company or person, other than a bona fide employee working solely for the Professional to solicit or secure this agreement and that he or she has not paid or agreed to pay any person, company, corporation, individual, or firm, other than a bona fide employee working solely for the Professional fee, commission, percentage, gift, or other consideration. contingent upon or resulting from the award or making of this agreement. 22. Third Party Beneficiaries — This agreement does not create any relationship with, or any rights in favor of any third party. 23. Severability — If any provision of this agreement is declared void by a court of law, all other provisions will remain in full force and effect. 24. Non Waiver — The failure of any party to exercise any right in this agreement shall not be considered a waiver of such right. 25. Goveming Law and Venue —This agreement is governed in accordance with the laws of the State of Florida. Venue shall be in Alachua County, 26. Attachments —All exhibits attached to this agreement are incorporated into and made part of this agreement by reference. 27. Amendments — The parties may amend this agreement only by mutual written agreement of the parties. 28. Captions and Section Headings — Captions and section headings used herein are for convenience only and shall not be used in construing this Agreement. 29. Construction — This agreement shall not be construed more strictly against one party than against the other merely by virtue of the fact that it may have been prepared by one of the parties. It is recognized that both parties have substantially contributed to the preparation of this agreement. 30. Entire Agreement — This agreement constitutes the entire agreement and supersedes all prior written or oral agreements, understandings, or representations. AL ACHUA O FLORIDA By: Lee Pinkoson, C air Board of County Commissioners ATTEST: APPRO D AS O FORM ..K."Buddy" Irby Alachu Clerk a ounty Att ey's Office $gal) ATTEST By: C� Print:—(�4MiYLA G. (46UM-C—M Title:_ 0,c,c r c AF- 64Ad 6 F-6(-- U?Specinl Fire AmossmemWgreemen[ • 08142006.doc PROFESSIONAL Print:or e . I ATTACHMENT A - SCOPE OF WORK Fire Assessment Development Services lZT*J 11 011Q1 i7 Alachua County is located in North Central Florida. This project is focused on the unincorporated areas of the County, however municipalities of Alachua, Archer, Hawthorne, High Springs, Lacrosse, Micanopy, Newberg, and Waldo should be included in the project_ Services should include, but not limited to, the following otjectives: • Define and outline the standards and levels of service provided by the Fire Rescue Departments (County and Municipal); • Determine and calculate the assessable costs of the program, both in terms of -operations and capital; • Review and determine a framework for accurate and appropriate allocation of program services utilizing incident call data records; • Develop a framework for a legally defensible method of calculating and apportioning the non -ad valorem assessment; • Review and determine a framework for accurate and appropriate categorization of area property and parcel composition; • Compile and apply the determined components of the methodology structure for apportionment of costs based on allocation of services among property and parcel categorizations. The following is a general description of the work to be conducted for each task: Task 1 Evaluate Reports and Research Issues — Evaluate the County and Municipality existing legal documents, ad valorem tax roll information, fire call data, agreements, reports and other data pertaining to the provision of fire rescue services. Task 2 Identify Full Costs of Service — Evaluate the full cost of the fire rescue service delivery using the County and Municipality's most current financial information and identify service delivery issues, which may affect the apportionment methodology. Determine the net fire rescue service delivery revenue requirements. 'Task 3 Develop a Method of Apportioning the Costs — Using the current as valorem tax roll and incident response data, develop a.method of apportionment. Review the assessment methodology for legal sufficiency and compatibility with the tax bill method of collection. Task 4 Determine Preliminary Revenue Requirements — Advise the County in determining the total fire rescue services assessment revenue requirements Pagel of 3 to ensure that the County recovers the costs of: (a) net fire service delivery revenue requirements, (b) implementing the program, and (c) collecting the assessments. Task 5 Develop Assessment Roll Database — Using the current ad valorem tax roll, create an assessment roll database. Test the sufficiency of the database by developing reports to access property information. Task 6 Apply Apportionment Methodology to Database — Using the current ad valorem tax roll, apply the proposed apportionment methodology to the assessment roll database to test the data validity and legal sufficiency. Revise the apportionment methodology, as necessary. Task 7 Calculate a Preliminary Proforma Schedule of Rates — Using the current ad valorem tax roll, calculate a proforma schedule of rates based on the apportionment methodology and revenue requirements for the assessment prograrn. Task 8 Present Preliminary Recommendations and Prepare Modifications as needed — Present the preliminary schedule of rates and impact on individual properties. Prepare modifications as needed and present impacts. Prepare alternative scenarios as directed. Task 9 Prepare and Present Assessment Report — Prepare and present an Assessment Report that outlines, comp4.vs, describes, and analyzes the information and determinations from all previous tasks and input and that provides: (a) the assesst^ent cost calculation, (b) the description of the apportionment, ra, Lodology, and (e) an implementation schedule. Task 10 Assist with Implementation Process — Advise and assist with fulfilling the legal requirements for the implementation of the assessment program including: (a) the development of the first class notice and its distribution, (b) publication of the public hearing, and (c) attendance at the public hearing. Task 11 Meetings — Professional will conduct four on -site visits to conduct integral and necessary field work. Additionally, there will be three more on -site visits to the County by GSG staff, including at least two meetings with County officials to: (1) present the Assessment Report and (2) assist in the implementation process. Page 2 of 3 Alachua County _ Fire Assessment Project Proforma Critical Events Schedule Award the RFP and issue Notice to Proceed October 1, 2006 Kickoff Meeting with County Staff October 9 — 13, 2006 Develop Database and Methodology October 2006 - March 2007 Advertise Public Hearing to Adopt Resolution of Intent 4 weeks preceding hearing) November -December 2006 Determine cities' participation December 1, 2006 Adopt Resolution of Intent to use the Uniform Method of Collection By January 1, 2007 Prepare preliminary rate scenarios March 15, 2007 Test Assessment Methodology/run reports April 2, 2007 Prepare and Present Final Assessment Report April 24, 2007 Draft Ordinance By June 1, 2007 Advertise Ordinance June 29, 2007 Public Hearing to adopt ordinance July 10, 2007 County adopts initial assessment resolution July 24, 2007 County Publishes Notice of Public Hearing to adopt Final assessment resolution with rates August 10, 2007 Property Appraiser Mails TRIM Notices to affected proowners August 10, 2007 Public hearing to adopt Final assessment resolution with rates September 6, 2007 County certifies non -ad valorem assessment roll to Alachua CountyTax Collector By September 15, 2007 Page 3 of 3 ATTACHMENT B Tasks Total Hours Total Fees FIRE PROTECTION ASSESSMENT PROGRAM Task 1- Evaluate data/reports; research issues GSG 24 $ 3,600 Task Total 24 $ 3,600 Task 2 - Identify full cost of service; functionalize costs GSG 40 $ 6,000 Task Total 40 $ 6,000 Task 3 - Develop apportionment method/data approach GSG 40 $ 6,000 Task Total 40 $ 6,000 Task 4 - Determine preliminary revenue requirements GSG 40 $ 6,000 Task Total 40 $ 6,000 Task 5 - Develop assessment roll database GSG 56 $ 8,400 TaslkTotal 56 $ 8,400 Task 6 - Apply apportionment methodology to database GSG 40 $ 6,000 Task Total 40 $ 6,000 Task 7 - Calculate preliminary profonna assessment rates GSG 48 $ 7,200 Task Total 41 $ 7,200 Task 8 - Present preliminary recommendations GSG 32 $ 4,800 Task Total 32 $ 4,800 Task 9 - Prepare and present Assessment Report GSG 40 $ 6,000 Task Total 40 $ 6,000 Task 10 - Assist with implementation process GSG 32 $ 4,800 Task Total 32 $ 4,800 Task 11- Meetings GSG_ .. 64 $ 91600 Task Total 64 $ 9,600 GSG TOTAL 456 $ 68,400 Plus travel and related expenses $ 10,260 TOTAL LUMP SUM FEE FOR FIRE PROTECTION PROGRAM $ 78,660 UASpecial Fire AssessmeMWttechment B Hours -Fees Worksheet_w dtles 9/18/2006 ATTACHMENT C - INSURANCE REQUIREMENTS Including Professional and Errors and Omissions Liability Professional shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the contractor, his agents, representatives, employees or subcontractors. COMMERCIAL GENERAL LIABILITY Coverage must be afforded under a per occurrence form policy for limits not less than $1,000,000 General Aggregate, $1,000,000 Products/Completed Operations Aggregate, $1,000,000 Personal and Advertising Injury Liability, $1,000,000 each Occurrence, $50,000 Fire Damage Liability and $5,000 Medical Expense. AUTOMOBILE LIABILITY Coverage must be afforded including coverage for all Owned vehicles, Hired and Non - Owned vehicles for Bodily Injury and Property Damage of not less that $1,000,000 Combined Single Limit each accident. WORKERS COMPENSATION AND EMPLOYER'S LIABILITY Coverage to apply for all employees at STATUTORY Limits in compliance with applicable state and federal laws; if any operations are to be undertaken on or about navigable waters, coverage must be included for the USA Longshoremen & Harbor Workers Act. Employer's Liability limits for not less than $100,000 each accident; $500,000 disease policy limit and $100,000 disease each employee must be included. PROFESSIONAL LIABILITY and ERRORS AND OMISSIONS LIABILITY Professional (E&)) Liability must be afforded for Bodily Injury and Property Damage for not less than $1,000,000 each claim, $1,000,000 policy aggregate. OTHER INSURANCE PROVISIONS The policies are to contain, or be endorsed to contain the following provisions: A. Commercial General Liability and Automobile Liability Coveraee 1. The Alachua County Board of County Commissioners, its officials, employees and volunteers are to be covered as Insured as respects: Page 1 of 2 Liability arising out of activities performed by or on behalf of the Professional; products and completed operations of the Professional; or automobiles owned, leased, hired or borrowed by the Professional. The coverage shall contain no special limitation on the scope of protection afforded to the County, its officials, employees or volunteers. 2. The Professional's insurance coverage shall be primary insurance as respects the County, its officials, employees and volunteers. Any insurance or self-insurance maintained by the county, it's officials, employee's or volunteers shall be excess of Professional's insurance and shall be non-contributory. It. Workers' Compensation and Employers' Liability Coveraee The insurer shall agree to waive all rights of subrogation against the county, its officials, employees and volunteers for losses arising from work performed by the Contractor for the County. C. All Coversees Professional shall provide a Certificate of Insurance to the county with a Thirty (30) day notice of cancellation. The certificate- shall indicate if cover is provided under a "claims made" or "per occurrence" form. If any cover is provided under a claims made form the certificate will show a retroactive date, which should be the some date of the contract (original if contract is renewed) or prior. SUBCONTRACTORS Professional shall include all subcontractors as insured under its policies. All coverages for subcontractors shall be subject to all of the requirements stated herein. CERTIFICATE HOLDER: Alachua County Board of County Commissioners and mailing address clo Perculum Services Group P.O. Box 257 Portland, MI 48875 Page 2 of 2 Alachua County, Florida Fire Assessment Development Services, RFP #06-311 AUGUST 9, 2006 Presented by: Government Services Group, Inc. 1500 Mahan Drive, Suite 250 Tallahassee, FL 32308 (850) 681-3717 (850) 224-7206 (fax) QUALIFICATIONS AND STAFF ................................................................... ABILITY OF CONSULTANT'S PROFESSIONAL PERSONNEL. Table ofContents ........11 ABILITY TDMEET TIME AND BUDGET REQUIREMENTS ............................................................................... 12 EFFECT 0FPROJECT TEAM LOCATION [}NPROJECT RESPONSES .............................................................. 13 mmmomonmmemu�enmmmm|i Appendices Appendix A —References Appendix B—Professional Registration Certificate Appendix C—Equal Opportunities Policies and Practices Appendix ID —Certified Small or Minority Business Enterprise Appendix E—State Minority Certification Appendix IF —Volume of Previous Work Summary Appendix G—Drug Free Workplace Form Appendix 1-1—Fee Proposal Form/Signature and Acknowledgement of Addendum Form Appendix I—Subconsultants Form Appendix J—Certificate of Insurance Appendix K—Public Entity Crimes Statement Government service Group, Inc. 1 11 AMR GOVERNMENT SERVICES GROUP, INC. August 9, 2006 Alachua County Purchasing Division Third Floor County Administration Building 12 Southeast 1st Street Gainesville, Florida 32601-6983 pub is sector fun inservice solutions Re: Alachua County Fire Assessment Development Services, RFP #06311 This correspondence is being submitted in response to and in accordance with Alachua County's (County) Request for Proposals #06-311 for Fire Assessment Development Services. Government Services Group, Inc. (GSG) understands that the County is seeking professional services and specialized assistance in developing a non -ad valorem assessment program to fund the Fire Rescue Services Department for the County and participating municipalities for Fiscal Year 2007-08. Accordingly, this correspondence is being submitted as confirmation of GSG's interest in providing the requested services and assistance. GSG is pleased to respond to the County's request for proposals and submit a proposed scope of services whereby GSG will provide professional services and specialized assistance to the County and its staff in developing and implementing the County's proposed non -ad valorem assessment program. Moreover, GSG believes that our experience in developing unique funding and service delivery solutions, coupled with our specialization in government finance and taxation issues, will enable our firm to provide a fully developed and complete program that will meet and satisfy the County's specific project requirements. Our approach, which was developed over a 10-year period, was garnered through numerous projects involving many different Florida local governments. This not only reflects upon our experience on similar projects, but also lends great credibility to our recommendations. Furthermore, our team of project managers, consultants, and technical personnel are vastly experienced in evaluating the unique and dynamic characteristics associated with local government. We believe that the combination of our historical experience with the quality of our qualified personnel allows GSG to better develop solution - based strategies that are specifically tailored to successfully address the specific financial, operational, and governance problems faced by each of our individual clients and their specific projects. As such, GSG believes that our firm brings together the best options, alternatives and solutions in revenue enhancement capabilities. To illustrate the extent of GSG's involvement in special assessment programs utilizing property appraiser':; information, In 2005, GSG manipulated over 1 million parcels of property and generated over $86 million of assessment revenue on behalf of our clients. This experience has enabled us to become the leading firm in Florida in providing unique solutions for assessment programs 1500 Mahan Drive, Suite 250 1 Ta Ila hassee FL 32308 I T 850.681.3717 1 F 850.224.7206 280 Weklva Springs Rd. I Protegrity Plaza, Suite 203 1 Longwood FL 32779 1 T 407.629.6900 1 F 407.629.6963 As an example of our capabilities, enclosed with this Letter of Interest are several examples of the tools that we have made available to other clients. These tools have been developed to assist the decision - makers with the ability of determining the impact of the various methodology, rate and policy decisions on individual property owners. Attachment A to this Letter of Interest shows the specific impact on various property owners under Scenario #11 in Marion County and compares the impact to previous assessments. Attachment B to this Letter of Interest shows the specific impact on RV park owners only. Attachment C to this Letter of Interest shows the specific impact on agricultural property owners. These reports and other ad hoc reports were made available for the previous ten scenarios as requested by Marlon County. These same tools would be made available to Alachua County, if GSG is engaged for this project. The objective of this project is to develop and implement the County's non -ad valorem special assessment program based on public policy established by the County within the constraints of readily available data and in accordance with legal precedent. To assist us in this endeavor, GSG proposes to use the services of the Tallahassee -based law firm of Nabors, Giblin & Nickerson, P.A. (NG&N). NG&N will be responsible for overseeing the legal component of this engagement and will be responsible for: 1) reviewing the legal requirements of any valid assessment program within the State of Florida; 2) outlining the various alternatives required for the formulation of the methodological structure of the assessment program; and 3) providing insight as to the implementation requirements of the assessment program in a proper structure and defense. This will include identification of any necessary ordinances or resolutions that may be required to implement such a program in the unincorporated area or within any of the municipalities with their consent. GSG is very excited about the opportunity to work with Alachua County on this very important assessment project. To further discuss this response, or any other related question or matters, please feel free to contact me at (850) 681-3717. Sincerely, Camille P. Tharpe Senior Vice President Attachments cc: NG&N Project Understanding and Approach GSG possesses the capability and availability to provide the scope of services outlined in the following work plan during the proposed project period. We have provided these types of services to over 150 clients and are extremely familiar with the timeframe and work effort required to successfully develop and implement assessment programs. The project approach outlined in this section has been designed and structured based on the experience of GSG and the necessary work effort that we believe needs to be performed and completed to guarantee; Alachua County that the goal of developing the program in such a way as to assure the greatest likelihood of political and community acceptance will be achieved. Our approach to conducting this project is very straightforward. We intend to conduct an initial "kick off" meeting with County staff to review, in person, the project objectives, work plan, schedule, and deliverables and ensure mutual understanding on as many aspects of the project as possible prior to proceeding. We will then collect data from County staff, including fire incident data, fire service delivery information, ad valorem tax roll data, plans for service and facility demands, current and future budget impacts, financial forecasts and capital improvements plan and all related source data. GSG will review and analyze all data, making inquiries of County staff when necessary. Once the review has been completed, GSG will meet with County staff to review results of the review/analysis and discuss tentative findings. Following this meeting, GSG will prepare revisions to the tentative analysis as needed. GSG will formulate a draft report and meet with County staff once again to discuss. GSG will conduct one or more workshop meetings with the County Commission and County staff to review the draft report and seek input:. The report will then be revised, as necessary, and a final report will be prepared. The following objectives are being articulated as part of the approach: • Clearly, define and outline the standards and levels of service provided by the Fire Rescue Services Department; • Determine and calculate the assessable costs of the program, both in terms of operations and capital; • Review and determine a framework for accurate and appropriate allocation of program services utilizing incident call data records; • Develop a framework for a legally defensible method of calculating and apportioning the non -ad valorem assessment; • Review and determine a framework for accurate and appropriate categorization of area property and parcel composition; • Compile and apply the determined components of the methodology structure for apportionment of costs based on allocation of services among property and parcel categorizations. eovemment Servlee croup, Ino. I 1 WORK PLAN The following section provides a general description of the work effort to be conducted for each task. Task 1 Evaluate Reports and Research Issues Evaluate the County's existing legal documents, ad valorem tax roll information, fire call data, agreements, reports and other data pertaining to the provision of fire rescue services. Task Identify Full Costs of Service Evaluate the full cost of the fire rescue service delivery using the County's most current financial information and identify service delivery issues, which may affect the apportionment methodology. Determine the net fire rescue service delivery revenue requirements. Task Develop a Method of Apportioning the Costs Using the current ad valorem tax roll and incident response data, develop a method of apportionment. Review the assessment methodology for legal sufficiency and compatibility with the tax bill method of collection. Task Determine Preliminary Revenue Requirements Advise the County in determining the total fire rescue services assessment revenue requirements to ensure that the County recovers the costs of: (a) net fire service delivery revenue requirements, (b) implementing the program, and (c) collecting the assessments. Task 5 Develop Assessment Roll Database Using the current ad valorem tax roll, create an assessment roll database. Test the sufficiency of the database by developing reports to access property information. Task 6 Apply Apportionment Methodology to Database Using the current ad valorem tax roll, apply the proposed apportionment methodology to the assessment roll database to test the data validity and legal sufficiency. Revise the apportionment methodology, as necessary. Task 7 Calculate a Preliminary Proforma Schedule of Rates Using the current ad valorem tax roll, calculate a proforma schedule of rates based on the apportionment methodology and revenue requirements forthe assessment program. Task 8 Present Preliminary Recommendations and Prepare Modifications as needed Present the preliminary schedule of rates and impact on individual properties. Prepare modifications as needed and present impacts. Prepare alternative scenarios as directed. Task 9 Prepare and Present Assessment Report Prepare and present an Assessment Report that outlines, compiles, describes, and analyzes the information and determinations from all previous tasks and input and that provides: (a) the assessment cost calculation, (b) the description of the apportionment methodology, and (c) an implementation schedule. Task 10 Assist with Implementation Process Advise and assist with fulfilling the legal requirements for the implementation of the assessment program including: (a) the development of the first class notice and its distribution, (b) publication of the public hearing, and (c) attendance at the public hearing. Task 11 Meetings GSG will conduct four on -site visits to conduct integral and necessary field work. Additionally, there will be three more on -site visits to the County by GSG staff, including at least two meetings with County officials to: (1) present the Assessment Report and (2) assist in the implementation process. Government SeMce group, Inc. 1 2 PROJECT SCHEDULE OF DELIVERABLES Notice to Proceed Data Gathering Preliminary Methodology and Rates Draft Assessment Report Final Assessment Report Implementation Certify Roll September - October 2006 October- December 2006 January - March 2007 March 2007 March - April 2007 April - September 2007 by September 15, 2007 liovemment Service Oroep, Ino. 1 3 Qualifications and Staff Government Services Group, Inc. (GSG) is pleased to submit this proposal to assist Alachua County (County) in developing and implementing a fire services non -ad valorem assessment program. Our firm is privileged to have worked for numerous counties and cities, and know that given the opportunity to provide services for the County, you will be armed not only with detailed information and data regarding fire resale services, but will be afforded the opportunity to make informed, educated decisions regarding the funding of this critical service. GOVERNMENT SERVICES GROUP, INC. 1500 Mahan Drive, Suite 250 Tallahassee, Florida 32308 850-6813717 (T) 850-224-7206 (F) www.gov serv.com Primary Person of Contact Camille P. Tharpe, Senior Vice President ctharoe@¢ovserv.com Secondary Person of Contact Mark Brown, Vice President ra�rowntgovserv.corn Government Services Group, Inc. (GSG) is a stock corporation with offices in Tallahassee, Orlando, and Miami, Florida. GSG has 52 full-time employees: four executives, 39 professional personnel, and nine administrative support positions. The professionals located in the Tallahassee office will provide all services described in this response. GSG is Florida's pre-eminent firm working with cities, counties, special districts and state agencies to develop unique funding and service delivery solutions for service and capital needs. GSG specializes in government finance and taxation issues, and is the leader in developing unique funding solutions for fire rescue services, stormwater, solid waste, potable water and sewer, law enforcement, transportation, service cost recovery, economic development, capital improvements planning and finance, and other critical infrastructure and service needs. We possess both the capacity and capability to perform the services identified in the County's RFP. In addition, our track record is a historical demonstration of our continuing; capability to provide uniquely focused and individually -structured service solutions that are carefully and successfully integrated with the specific needs of our clients. GSG's specific experience regarding the development of fire assessment programs Is provided in subsequent sections of this response. GSG is comprised of three major divisions: Government Services Division, Contract Services Division and Technical Services Division. The Government Services Division will serve as the primary division providing the requested and required services outlined in this proposal. This division's major practice areas include: GOVOMMOnr Sarvlce GMUP, Ina. 1 4 REVENUE ENHANCEMENT AND MANAGEMENT This practice area is responsible for assisting cities, counties, state agencies and special districts with the development of alternative revenue programs, identification of enhanced revenue opportunities, and overall evaluation and long term planning of financial growth. GSG has been instrumental in this area, working with numerous cities and counties within the state of Florida to develop alternative means of funding local government services, ranging from tax roll assessments to impact fee programs to user - based fees to downtown redevelopment tax increment financing. In addition to identifying additional funding sources in this practice area, GSG has been regularly asked to maintain and privatize many of the functions previously performed by cities and counties In revenue management and collection. Specifically, GSG maintains over 35 assessment databases for clients on an annual basis. We also provide customer service functions ranging from answering telephone inquiries to preparing and certifying annual assessment rolls for the tax collector. This practice area also works with cities and counties in creating funding concepts, including the use of special assessment programs, for the funding of infrastructure needs for communities. These projects include capital facilities, water, sewer, stormwater, transportation, neighborhood improvements and street lighting. GSG has worked with over 100 cities and counties to create some of the most unique funding scenarios currently utilized. The Technical Services Division will provide secondary support for the requested and required services outline in this proposal. This division's major practice area includes: TECHNICAL SERVICES GSG includes a full-time division dedicated to providing technical support to our other practice areas and creating specialized solutions directly for outside clientele. This practice area provides data management services f'or over 50 statewide programs in the revenue management and reimbursement area. In addition, this practice area currently offers customized, online browser -based data services and tools for clients throughout Florida. PROJECT TEAM/PERSONNEL The GSG Project Team assembled for this project, as demonstrated by the included personnel profiles, encompasses numerous years of experience with working with state and local governments. For reference, the personnel profile of each project team member is provided below. As the workload for developing the current assessment programs for Fiscal Year 200"7 will be completed on September 15, 2006, all project team members are currently available to begin work on this project immediately. Camiile P. Tharpe Senior Vice President & Director of Government Services Division As GSG's Senior Vice -President and Director of Government Services Division, Camille Tharpe oversees all service and capital assessment projects conducted by our organization. She also serves as Project Director for all general management consulting projects for service delivery improvements and operational productivity evaluations. Throughout her career, Ms. Tharpe has directed more than 150 special assessment programs for local governments throughout Florida, including the counties of Charlotte, Clay, Dade, Hardee, Hernando, Government Service Group, Inc. 1 5 Hillsborough, Martin, Polk and Sumter; as well as the cities of Avon Park, Clearwater, Hollywood, Margate, Miami, North Lauderdale, Pembroke Pines, Pompano Beach, Sunrise, Tallahassee and Tamarac. Ms. Tharpe's expertise in this area also includes the development of protocol and procedures for efficient updating and maintenance of special assessments. In addition, she possesses a qualified understanding of the necessary technical and logistical Interaction with constitutional officers, a key element in the successful implementation of the uniform method of non -ad valorem assessment collections outlined under Section 197.3632, Florida Statutes. Through her work with public officials at the city, county and state level, Ms. Tharpe also has a demonstrated knowledge of information used in cost apportioning and revenue collections for capital, operating and maintenance needs. As a public speaker, Ms. Tharpe has delivered numerous presentations to city and county elected officials on topics related to non -ad valorem assessment programs and other alternative funding and service delivery issues. She has also delivered similar presentations to various statewide associations, Including the Florida Association of Counties (FAC) and the Florida Governmental Finance Officers' Association (FGFOA). Ms. Tharpe holds a Bachelors Degree in Political Science (B.S.), as well as a Masters in Political Science with a Certificate in Public Administration (M.P.A.) from the University of Florida. Mark R. Brown Vice President & Director of Technical Services Division Mark Brown joined Government Services Group In 1998, and is our company's Vice President and Director of Technical Services Division. He has more than 16 years of experience in computing and technical systems, and is responsible for the design and implementation of data solutions and assessment data management tools for GSG clients. Prior to joining GSG, Mr. Brown worked as a Systems Analyst/Engineer and DBA with CMS/Data Corporation. During his five-year tenure with CMS, he provided both remote and in -field technical support for some of the world's largest law firms, developing expertise in areas such as database creation, repair and management, the interfacing of heterogeneous systems, server configuration and operating system platform conversion. The open architecture of the supported software required an elevated level of proficiency with a variety of computing platforms, database management systems and networking environments. These systems included Microsoft and Sybase SQL Servers installed on Windows NT or a variety of UNIX platforms, within MS NT and Novell networks. Mr. Brown's direct management approach to client services, product development and internal process standardization Is evident by the technical growth GSG has experienced since his addition to our firm. Throughout: that time, he has been the driving force behind the development of multiple client database applications and tools. His expertise has proven invaluable as lead developer and programmer of GSG's Online Data Management Service, a browser -based system that allows clients remote data management, reporting and customer service lookups. In 2003, Mr. Brown's department accurately analyzed data for over one million parcels for local government assessment programs throughout Florida, generating client revenue in excess of $67 million. Under Mr. Brown's direction, our Technical Division was responsible for the development of a sophisticated data management application used in four separate, statewide locales for the Community Assessment & Intervention Centers (CAIC) project, a three-year federal program designed to assess juvenile behavioral health Issues. The application performed flawlessly over its planned two-year cycle, Govemment Son1ce Group, Ina I a during which time the GSG technical staff imported and compiled all date from each center; Information that was later analyzed and presented in the CAIC project's federal report. Mr. Brown's wide range of technical expertise combined with a commitment to total client satisfaction has made him an invaluable member of the GSG team. Slade V. Dukes, Esq. Senior Project Manager Slade V. Dukes, Esq. has a diverse and broad educational and professional background encompassing the fields of politics, government, campaigning relations, development, and advocation. From working on a statewide political campaign, to developing and coordinating a $3.5 million dollar developmental brick campaign, to seeking and enlisting corporate and governmental endowment through community and social development, to advocating and balancing governmental concerns and consumer interests against private sector corporate industry and business, Mr. Dukes maintains a successful goal -oriented perspective that is coupled with extensive analytical, interpersonal, professional, and communicative training, education, and experience. As a governmental consultant and senior project manager, Mr. Dukes works with various city and county governments, as well as some private sector entities, on alternative revenue funding, management, operational, structural and other consulting services. Mr. Dukes' diverse and broad educational and professional background encompasses politics, government, campaigning, relations, development, and advocation. His experience includes statewide political campaigns, enlisting corporate and governmental endowment through community and social development, and advocating governmental concerns and balancing', consumer interests while serving at the Florida Attorney General's Office. Mr. Dukes maintains a successful goal -oriented perspective that is coupled with extensive analytical, interpersonal, professional, and communicative training, education, and experience. He holds a Bachelors (B.A.) and a Masters degree (M.A.) in Political Science from the University of Florida, and a Juris Doctorate degree (J.D.) from Stetson University College of Law. He also holds a Certificate of Concentration in Political Campaigning from the University of Florida and a Certificate of Concentration in Advocacy from Stetson University College of Law. Mr. Dukes is licensed within the state of Florida as a practicing attorney. Since joining Government Services Group in November of 2005, Mr. Dukes has served as a consultant and/or senior project manager on various revenue enhancement and service delivery projects for numerous local governments, including Columbia County, Levy County, the City of Sunrise, the City of Hollywood, the City of Coral Springs, and the City of Lake City. Mr. Dukes has also served as a project consultant and/or senior project manager on numerous other studies aimed at improving an organization's overall efficiency and effectiveness. These reviews and studies have included topics related to municipal incorporation, operations review, project feasibility, and resource determination and management. Melissa Proctor Senior Project Manager Melissa Proctor joined GSG in 2004 with 15 years of management experience in budgeting and accounting. Five of those years were in the public sector. Ms. Proctor's primary professional focus has always been In budgeting and accounting with an emphasis on streamlining policy and procedures to create a very efficient and cost effective environment. Ms. Proctor has worked on the Florida Association of Counties' Small County Technical Assistance Services (SCTAS) revenue manuals, Jefferson County EMS and fire impact fees, Levy County recreation facility and emergency medical services impact fees, Suwannee County solid waste and fire assessment programs, the City of Wilton Manors recreation facility impact fee, Midway Fire Control District Fire impact fee update, and the Ocean City -Wright Fire Control District Impact Fee update. She is currently working on GOVernment Service Group, Inc. 1 7 Gulf County Impact fees for recreation, fire, emergency medical services and corrections; City of Cocoa fire assessment program; Putnam County Impact Fee Program, Walton County Fire Impact Fee Program, Wakulla County Impact Fee Update, Washington County Impact Fee Program and the City of Holly Hill Impact Foe Program. Ms. Proctor received her Bachelors degree in Accounting from Florida Atlantic University. Jeri Birkes Project Manager As a consultant for GSG, Jeri Birkes provides evaluations on local government revenue sources and uses. Throughout her six -year career in Florida, Ms. Birkes has participated in or managed evaluations and analyses of local government policies and utilization of revenue sources as well as the impacts of state requirements. Most recently, as part of the Governor's Growth Management proposal (Senate Bill 360), Ms. Birkes provided an independent assessment of local government tax and revenue resources available for local infrastructure needs. She also independently determined the revenue, policy and transportation project impact of funding high speed rail in Florida. While employed with Leon County's Office of Policy and Budget, she conducted a management study of Leon County's Planning Department and participated in the assessment of county -provided emergency medical services Ms. Birkes graduated from the University of South Carolina with a Master of Arts in Public Administration and a Bachelor of Arts in Interdisciplinary Studies with a focus on political science and history. Chance Hendrix Database Analyst Chance Hendrix joined Government Services Group in 2002. He has more than 9 years of experience in computing and technical systems, and is responsible for the design and implementation of data solutions and assessment data management tools for GSG clients Previously, Mr. Hendrix worked for a total of seven years at the Treasury Division of the State of Florida. While serving as Distributed Computer Systems Specialist, he was responsible for the design and development of DB2 relational databases and Access 97 clients, performed upgrades from Windows 3.1 to Windows 95, and was the Banyan Vines Network Administrator in addition to hardware/software support for users in the Treasury. After his promotion to Systems Project Analyst, he further developed his programming skills by writing server side JAVA programs, designing and developing DB2 relational databases,, and serving as the lead programmer/analyst on two mission critical Y21K re -engineering projects. Mr. Hendrix's areas of expertise Include Relational Database Design, JAVA, Visual Basic for Applications, Ervin, DB2, JSP, SQL, and Microsoft Access 97/2000 Development Mr. Hendrix has always placed a strong emphasis on exploring solutions through new technology and relational databases. With this experience, he is especially qualified to analyze and develop database applications that respond efficiently and accurately to the needs of users and the study itself. Mr. Hendrix's expertise has proven invaluable as developer and programmer of GSG's Online Data Management Service, a browser -based system that allows clients remote data management, reporting and customer service lookups Mr. Hendrix holds degrees In both Management Information Systems and Finance with a concentration in Accounting from Florida State University in Tallahassee, Florida. 0ovemmentse"Im group, Ina 1 8 SUB -CONSULTANTS: NABORS, GIBLIN & NICKERSON, P.A. Nabors, Gibiin & Nickerson, P.A. (NG&N) is a law firm that focuses its practice on representing local governments and is on the forefront of developing successful assessment programs in Florida. NG&N's success !in the implementation of assessment programs begins with an approach which addresses the fundamental legal principles required for the proper imposition of non -ad valorem assessments by meeting legal sufficiency tests embodied in state statutory, regulatory and case law. This approach ensures that the funding approach for fire services are developed which are legally defensible and fairly and reasonably apportioned among properties which receive the benefits. NG&N is a leader in advancing the development of home rule revenue options including special assessment programs for stormwater, fire rescue and solid waste. At least one' member of NG&N has served as trial or appellate counsel, or counsel for amicus curiae ("friend of the court") in almost every major local government tax and home rule decision during the last two decaders in Florida. Below is a representative list of NG&N's defense of special assessment programs for local governments: • Dryden v. Madison County, 727 So. 2d 245 (Fla. 1999). Confirmed that a "good faith exception" may be exercised by local governments when their special assessments are invalidated and avoid having to refund all amounts collected if the local governments collected these special assessments in a good faith belief of their lawfulness. • State v. Sarasota County, 693 So. 2d 546 (Fla. 1997). Affirmed a stormwater special assessment methodology which included developed and undeveloped properties in the calculation of the special assessment amount; validated the ability to include the cost of delinquent special assessments in the amount assessed for the following year against all property within an assessed area. • Lake County v Water Oak Management Corp., 695 So. 2d 667 (Fla. 1997). Explained that a special benefit to property is present, in the special assessment context, when a logical relationship exists between the special assessment program and property; upheld the use of special assessments for consolidated fire protection services on a countywide basis. • Harris v Wilson. 693 So. 2d 945 (Fla. 1997). Reconfirmed its conclusion in Sarasota County v. Sarasota Church of Christ, 667 So. 2d 180 (Fla. 1995), that legislative findings on special benefit and fair and reasonable apportionment will be upheld unless they are proven to be arbitrary; court also affirmed the First District Court of Appeal's validation of the County's solid waste disposal special assessments. • City o1° Boca Raton v State, 595 So. 2d 25 (Fla. 1992). Established the special benefit and fair apportionment requirements for the lawful imposition of special assessments by local governments and held that Chapter 170, Florida Statutes, was a general law alternative to the home rule power to impose special assessments. • City ol` Boca Raton v, State, 595 So. 2d 25 (Fla. 1992). Established the special benefit and fair apportionment requirements for the lawful imposition of special assessments by local governments and held that Chapter 170, Florida Statutes, was a general law alternative to the home rule power to impose special assessments. Oovemment Servloe Group, Ina 1 9 Heather (Encinosa Ms. Encinosa is a 1996 summa cum laude graduate of The American University's Washington College of Law and a summa cum laude graduate of the University of Missouri with a bachelor's degree in journalism. She joined Nabors, Giblin & Nickerson's Governmental Law Group in January 1997 and Is a member of The Florida Bar. Ms. Encinosa's practice includes public utility work and governmental finance and tax matters. Ms. Encinosa has also been the lead attorney on all of NG&N's service assessment projects and also has experience performing capital assessment projects. These special assessments include projects for fire, fire rescue, solid waste, roads, neighborhood improvements, water and wastewater, and stormwater. Ms. Encinosa also currently serves as special utility counsel to the Florida Governmental Utility Authority, a utility authority created In 1999 by interlocal agreement. Additionally, Ms. Encinosa is a frequent speaker on the legal requirements for the valid imposition of impact fees and special assessments before the Florida Association of County's Small County's Program and the Florida Government Finance Officers Association. Crystalyn R. Carey Ms. Carey is a magna cum laude graduate of the University of South Florida with a bachelor's degree in political science and a magna cum laude graduate of the Florida State University College of Law (J.D. 2000) where she was an Associate Editor of the Law Review and Executive Editor of the Journal of Transnational Law and Policy. Ms. Carey joined the firm in 2000 and concentrates her practice in the areas of public finance, real estate and governmental law. Ms. Carey has also been the attorney on all of NG&N's service assessment projects and also has experience performing capital assessment projects. These special assessments include projects for fire, fire rescue, solid waste, roads, neighborhood improvemients, water and wastewater, and stormwater. Ms. Carey has extensive experience in public finance transactions as bond counsel, Issuer's counsel and underwriter's/disclosure counsel representing various counties, cities, and housing finance authorities throughout the State. Ms. Carey also has participated as real estate counsel in numerous real estate transactions and is an authorized member agent of Attorneys Title Insurance Fund, Inc. Ms. Carey's governmental law experience includes various impact fee and special assessment projects throughout the State. Ms. Carey is a member of The Florida Bair. eo"noment servlee Group, Inc. 110 Ability of Consultant's Professional Personnel GSG penronnel possess the capacity and capability to perform the special assessment program development services identified in this RFP (see previous section of response). In addition, GSG personnel has demonstrated the capability to provide uniquely focused and individually structured service solutions that are carefully integrated with the specific needs of our clients. Government Service Group, Ina 1 11 Ability to Meet Time and Budget Requirements Because of GSG's extensive experience in developing and implementing special assessment programs such as the program outlined in the RFP, we can commit to meeting the timeframes to successfully implement a fire special assessment program that conforms to all statutory and local deadlines required to collect the assessment in conformance with the Uniform Method of collection. To illustrate the extent of GSG's ability to meet these timeframes, in 2005, GSG manipulated over 1 million parcels of property and generated over $86 million of assessment revenue on behalf of our clients. Further, (ASG's experience means that we can successfully estimate the time required to perform the necessary tasks outlined in our work plan and will commit to the lump sum fee negotiated as a result of this response. Our extensive experience means that the County will not pay for any "learning curve" associated with this project, as GSG has successfully completed similar workplans for over 150 clients. Government Service Group, )no, 1 12 Effect of Project Team Location on Project Responses The work effort outlined in this response will be conducted from our Tallahassee office which is located less than 200 miles from the County and can be accessed in approximately 2.5 hours of travel. This location has never affected the ability of the project team to provide timely responses to project issues. Govemmentsemloo Group, Inc. 113 Appendix A REFERENCES References For your convenience, we have provided information about projects that are similar to services requested by the County. In all case, Camille Thorpe has served as the Project Director or Project Manager for these projects and has been assisted by the GSG personnel listed In this response. Because of the volume of clients, we have provided summaries of recent_County fire service assessment orojeets only. A list of former clients is provided after these summaries. The County may contact any of these clients for references. Columbia County Dale Williams County Manager P.O. Box 1629 Lake City, Florida (386) 758-1005 GSG has been retained by Columbia County on at least four separate occasions to assist the County in revisions to its annual recurring special assessment program. The first revision was conducted in 1994. The second) revision was conducted in 2002. In 2005, the revision included the funding of consolidated fire services provided by Columbia County and Lake City. A fourth revision is underway this year to fund the Fiscal Year 2006-07 budget and provision of fire services by Columbia County only. GSG has been responsible, for developing and implementing the revised assessment methodology and working with the County to implement the revisions. Levy County Fred Moody County Coordinator P.O. Box 310 Bronson, Fl. 32621 GSG has been retained by Levy County on two occasions to assist the County in developing an annual recurring special assessment program for fire services. The first study was conducted In 2004. A second study is underway this year to revise the 2004 program and fund the Fiscal Year 2006-07 budget for fire services. GSG has been responsible for developing and implementing the assessment methodology and working with the County to implement the revisions. Madison County Tim Sanders County Clerk P.O. Box 539 Madison, Florida (850) 973-1.500 GSG has been retained by Madison County to assist the County in revisions to its annual recurring special assessment program for fire services to fund the Fiscal Year 2006-07 budget. GSG has been responsible' for developing and implementing the revised assessment methodology and working with the County to implement the revisions. Government service group, Inc. I A-i Marlon County Patrick Howard County Administrator 601 S.E. 25th Avenue Ocala, Florida 34471 (352) 620-3340 GSG has been retained by Marion County on three separate occasions to assist the County in revisions to its annual recurring special assessment program. The first revision was conducted in 2003. The second revision was conducted in 2005 and a third revision was completed last month to fund the Fiscal Year 2006-07 budget and provision of fire services. GSG has been responsible for developing and implementing the revised assessment methodology and working with the County to implement the revisions. Okeechobee County Robbie Chartler Deputy County Administrator 304 N.W. 2na Street Okeechobee,FL 33025 (954) 602-3116 GSG was engaged by Okeechobee County to prepare a special assessment program to fund fire rescue services in November 2003. The objective of the Fire Rescue Assessment Program was to develop and Implement an annual assessment program to fund the County's provision of Fire Rescue Services for Fiscal Year 2004-05 and thereafter. Osceola County Jo Thacker County Attorney 1 Courthouse Square, Suite 4200 Kissimmee, Florida 34741 (407) 343-2330 GSG has been retained by Osceola County on two separate occasions to assist the County in revisions to its annual recurring special assessment program. The first revision was conducted in 1999 and the second revision was conducted in 2000. GSG has been responsible for developing and implementing the revised assessment methodology and working with the County to implement the revisions. Suwannee County Johnny Wooley County Coordinator 224 Pine Avenue Live Oak, Florida 32064 (386) 364.3400 GSG was retained by Suwannee County in 2005 to assist the County in revisions to its annual recurring special assessment program. GSG has been responsible for developing and implementing the revised assessment methodology and working with the County to implement the revisions. GSG is working with Suwannee County for Fiscal Year 2006-07 to maintain the fire assessment roll and certify it to the Tax Collector. Government Sarvioe Group, Ino. I A-2 Walton County Ronnie Bell County Administrator P.O. Box 1355 DeFunlak Springs, FL32435 (850) 892-8155 Walton County originally retained GSG to implement its annual recurring special assessment program beginning( Fiscal Year 1997-98. GSG has maintained Walton County's data, adding more districts and completed an update and revision of its annual recurring special assessment program, so that it is capable of funding all of the assessable costs associated with providing fire protection services, commencing Fiscal Year 2004-05. GSG provides ongoing annual maintenance services for the assessment program. In addition to the representative projects described, GSG has been responsible for the development and implementation of special assessment programs to fund various services for the following clients in the past ten years. Client Assessment Type Date Avon Park, City of Fire 2001, 2002, 2004, 2005,2006 Belle Glade, City of Stormwater (implemented); Fire (not implemented)* 1999 2002 Boynton Beach, City of Fire Rescue 2001, 2002, 2003,2004,2005,2006 Cape Coral, City of Water/Sewer Litigation; Solid Waste 2000, 2001, 2002,2003, 2004, 2005 Citrus County Roads (sufficiency review) 2003, 2005,2006 Clay County Solid Waste; Roads 1993, 2006 2003 Clearwater„ City of Fire (not implemented) 1997 Cocoa Beach, City of Fire 2006 Columbia County Fire Protection 1994, 2002, 2003, 2005, 2006 Coral Springs, City of Fire Rescue 2000,2003,2006 Dade City, City of Fire (not implemented)*; Stormwater (not implemented)*; Street Lighting (not implemented)* 2003 Dania Beach, City of Fire Rescue; Stormwater; Solid Waste 19961997, 1998, 1999, 2000, 2001:2002 Daytona Beach, City of Fire Rescue (not Implemented)* 2001 Davie, Town of Fire Rescue 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003,2004,2005,2006 Deefield Beach, City of Fire Rescue 2001, 2002. 2003,2004,2005,2006 Desoto County Sunnybreeze MSBU; Fire Solid Waste 1996, 1997 2003 Eustis, Citycf Fire (not implemented)*; Stormwater (not implemented)* 2003 Florida Gove;mmental Utility Authority Water/Sewer 2000, 2001, 2002, 2003.2004,2005,2006 Fort LeuderiJets, City of Fire Rescue 1999, 2000, 2003, 2004 Fort Myers, City of Fire (not Implemented)* 2002 Government Servloe Group, Ina I A-3 Client Assessment Type Date Gilchrist County Fire 2002 Hardee County Fire, Solid Waste 2001 Hernando County Fire (not implemented) 1999 Highlands County Fire (not Implemented) 2000 Hillsboro Eleach, Town of Fire 2002 Hollywood, City of Fire 1996, 1997. 2000, 2003, 2005, 2006 Islamorada, Village of Solid Waste, Stormwater, Wastewater 1999, 2000, 2001, 2002, 2003, 2004, 2005,2006 Lake City, City of Fire 2002, 2003, 2005 Lake County Fire 1998,1999,2003 Lauderhill, City of Fire 2000, 2OO4 Lauderdale by the Sea Fire 2004, 2OO5, 2006 Leon County Fire (not implemented)* 1999 Marathon, City of Solid Waste, Wastewater 2002, 2005, 2006 Margate, City of Fire 1996. 1997, 1998, 1999, 2000, 2001, 2002. 2003, 2004, 2005, 2006 Marlon County Fire 2003, 2005. 2006 Martin County Water/Wastewater MSBU 1996-2005 Miami, City of Fire 1997, 1998 Miami -Dade County Fire (not Implemented)* 1997 Miramar Fire 2004, 2005, 2006 Monroe County Solid waste, wastewater 2203, 2004, 2005, 2006 Nassau County Fire (not Implemented)*; Roads, etc. (Amelia Concourse; Pirates Wood)' Solidwaste 2001, 2003, 2004, 2005, 2006 Newberry, City of Fire 2002, 2003, 2005, 2006 North Lauderdale, City of Flre 1996, 1997, 2000, 2004 Oakland Park, City of Fire; Solid Waste (not Implemented)* 2001, 2002, 2003, 2004, 2005, 2006 Okeechobee County Fire 2001 Osceola County Fire 1999, 2000, 2005 Parkland Fire 2004 Pasco County Fire (not implemented) 1999 Pembroke Pines, City of Fire 1996, 2005 Pensacola, City of Stormwater 2000, 2001, 2002, 2003, 2004, 2005,2006 Polk County Fire 1997,1998 Pompano Beach, City of Fire 1996, 1997, 2000 Port Orange, City of Fire Rescue (not implemented)*, Roads, etc - 1996, 2006 Sarasota County Fire Control Stormwater 1996 1998 St. Johns County Private Roads 1996, 2003, 2004, 2005 St. Petersburg, City of Fire (not implemented)* 1998 Government Service Group, Inc. I A-4 Client Assessment Type Date Sumter County Flre 1999, 2000, 2001, 2002, 2003, 2005,2006 Sunrise, City of Fire 1996, 1997, 1998, 2006 Tallahassee, City of Fire 1999, 2005 1996, 1997, 1998, 1999, 2000, Tamarac, City of Fire 2001, 2002, 2003, 2004, 2005, 2006 Tampa, City of Stormwater 2003, 2004, 2005, 2006 Fire; 1994, 1995, 1996, 1997, Walton County Road Impoundments (2003) 1998,1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006 Washington County Firefunding 1999, 2000, 2001, 2002, 2003, 2004,2005 Wilton Manors I Recreational Impact Fee 2000, 2005 Winter Springs, City of Stormwater Utility; 1997 Tuscawilla Neighborhood 1998, 1999, 2004, 2005, 2006 Government Service Group, Inc. I A-5 Appendix B PROFESSIONAL REGISTRATION CERTIFICATE Appendix C EQUAL OPPORTUNITIES POLICIES and PROCEDURES 4 gs tsE& > <Yi i sY f s {i ,rt.. ;: :i{}'•.'•%a'•#•k.f+•': Et •}:Kti,Y�,..a, s..h .v;}; :{f tr•: 5 tsLt'tr,:F.+tx) �,}'x OYayGS" . t ;i {t > Q •'�• ivf •rb 'u fife ,d ik-�>, t s g ° s :'� a}.. }y§�t#d •rat C• Y . :. r+^4 ri •�' ;; . f W S, i 4'4r } S •l i� �A:{.� ,.k:;!Y;t;•�' ° £ } �, r• � M�::3 F > •Ci �. }s. �' � a� «E }Q us 3x } AFFIRMATIVE ACTION PLAN FOR.,.::,.:,:,,i. MINORITIES ITIE AND WOJWi E.,•w • t'rt H DISABILITIES } { ?rr 'r�{ri f}.S.O.t.�.a�.MC}.�:S.��E•Y .?rkt.M �.... ......,....:.. .. .. •fit ££stif,rc < ov DATE OF PLAN: s v r xtY-f^rc fL`'-'hcx3 y^c t4s6`,�Y &' ix �Ys 7s 2,: s:i.i F Sof YS<a s tq?t•t ,,;�.'' s Y ar'• .::., .. E ..s . r t"q .0 •fF G dir✓; < v '� i,•.� .a<i r,` t s ir' S ,J�# x_ r.s s?e V:x 5 yv4 ,ts'$i' tyi•v -w.. 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J, ee i'scf}. ##£'.. 3 .,,J,fiEy -'G!. ]. y.� ::.. , Q,c' s•..£:,r..g u�' �{,?rr. sAG k,::�., i s. :h`xt ':�i •t,} x:j9•'i': "}','.: fi't':;S^ t'�'•,t sf;:' :. :#^}o'a n'd:5g.riiy :i�'rf�?yj%', }+S„+F { R:2 Fi •;`qr;:'.":�• :.3.�::?';id :iCc:£; �;r�R+%G `§; J':JY } ;. a r jll n .x,'>`e r f`` "i/ x 'jp'•�? UAL, EMPLO MENT OPPOR���.(Q .t 2 x:s �- stir^ �J ; } �a {Y.., d t Sy s.'< xJ:s'•i#"t�n..s s a � ' ArTMN Pnl.-M r STATEMENT Th' statement is to reaffirm Government Se,<vices Greup's (GSG) Policy on r 3.iyii,+s wY b r providi,i;_l Pq,,+ l Employment Oppor units to -0 errYployees and applic-V fc . �v errploymeryt in accordance with Ali applicable lwctuai Ea��pla, rrrerit kx f f pporturtity/Aff1nTmtive Action Liws, directives anti recdulatiur�s of R doral, State (. } and I.ai t.}o,' e'rninq bodies or aC�'.' ; thereof, �zPgs�ri�s� not di term ;;ate against 3ny ef"P!GVee 0!' appl:C, ~t t to e ' employrnent because of race, color, vex. natin I origin sexual orientation ag x k#a?h,?'n a#> } s#a#tn`u,.'• �c, ,4•,x<T'�}Fkt 7¢,;:::' x ' a'ncitcap, rr vital statics, fafllili� i ^taius of religion':' 2, ... GSG will take Affirmative Action to P nsurEthat all employment prarti��s are; a, free of such discrimination. Such employment practices inc;L#de; but are not : iimtt d toy the followinghiring, upc�radir7c�, demotion, transfer, recruitment nr �.... 3s.`F.i 7+st i'S'F '• �, recruitmerit adv(,,r}tsitigselective layoff, disciplinary action, termination. rates Of �J {S3nRiL ,{ pay or ether forms <of compensation, and selection faF } r training, including r _ a k,e ,5';:.,`•„S; t???•:<} {{, y'x ..k r > { :.: ik,;F:: •-:... is ::-.:• ;k ' in' % t t• fib. axs' tk ; ...t:.y k.i:i}; •2, 4`c;i!};,;:•. C r+� > } i} {,...,v ..{Cb {t {i :ii k,:i;Ot:.v•ryik":ti>, { /,,�:,, i+.::•i'�f Fui +'i�r F. r I'lti�..•tsll r) ?S s{'tCr`5S'3 s t.> { x 5• Js,s.;i2ii;`7.sy's:' 2 ?k: ;.:.jztt�.;:i''4;E �;;Et'.•<r8:}:�'r> ?'R.dc•' .... ?: ......}a.•{W,+'ik:% is a p p e s h . 7 <Jfe. ef. ?.. .,{'#; i r v; f a. •,?S,`};yx?x?':.::. .F' fr_ n.Y M,ra GSG prohibits harassment cif any erripl«yee Job applicant -on, the bests afy t�„a u.'?�t#> s�,ct•fk�kFa� ^'•i`��a ���s? r`�e3a a.•Y R,�' ,ri7 J a their protected classi status s r ak q r a r t #} i{t � kF t Yg } c R# S20 .3 t* i } a r x„ P.rr q' r r fay GSG will commit the necessary time and resourt.es, both financial al-1 to achieve the goals of Farrel Employment Gppo?ftunity and Affirmative t � k GSG will evaluate the perfc)Pnance of its management and supervisary?� t%4'� Jri{yyt� :.yh personnel on the basis of their invoivement in achieving these Affirmative Action J. iF Appendix D CERTIFIED SMALL OR MINORITY BUSINESS DEVELOPMENT N/A Appendix E STATE MINORITY CERTIFICATION N/A Appendix F VOLUME OF PREVIOUS WORK SUMMARY ��j� •*jb"�xi9F+•.�ftli�;.+ E'°�Y,r`kpf„ s ��j,?f � :': tk ^q. 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I �n�� �tr�nt Pr"(jtit i t, �f� Q t , — tt � Nq bb >s t — ak4s � 77si.xRi�` tt• > 3 *^''tt3F h'S K t:a 2 f a.t Y'Kif 93 °•c't § z,�v'# �r,. frb i <?:v i r� (iii PREVIOUS WORK I'(lli( t;AfZNEI�?' 't` > «s> r tr r k < t s xh r, ;Jr•'v:Rx+tr.`s�n' �• �t�3L S E t I) I r x (A1) AF P0IN I S > Poo tTS ; 5 OX 00 :} ,U�jO Al:< If�iJ,t�0i2 > 3nx� :kr ,E, 'i3t ;k _ -. ._ __ ; Y,ir i#`"st ,k+•ac 3fC y,4 Y\ °k �`'t .i i r• k n§o »3 j(Ji ), tj Q{i �?�P n4,vi �4 1i L < E. hs z t.i+.. sY rr'.t s. t A i r ro 7 00,000 AF < 300,ft(){) r 33' zx itfn y zkk> :r;�,.;t�#i¢'• 3.t :.:_ •;:.s rat 1< 400,00 ti� i 3n%y}3rytRtk eq £§af r s"4v#i „tJ,��ttn 1i� a : , .__.---.—�w;�-_— . . n3�3§y�R X:''`` t < ,yhsa, ` %•: ; ,. � � is 7 � t3S • C':5 .,r _,-..-.._ . _ _ _ !..__......_. __ .� . _ �_ ...._ : ;, to rf t \ r :;t r�i'��5:,w • ? {y .^ . ;1! DSi f 11 f 400 tl i 1 M\) } L+�'•'.v:} ,t•.Y.. r{fl .rz. #'z 3Clill {. f c ltl4 irxll�ltTs f'C 1 ] untr3C2prdUt ! S :tt1td1 ed (o the Qf�ASult t t b�Fl ;..f; i"D tRvst ' 1 ' ?;:k •''n kt >.. t tx PSl1lt nt Is 1 sik13�Gr`@� p t'ilit 4 > i s ,z'•hie, thet o "t.: t::Y : ,;, ff .•„'-.:: �.. : l:3:+�� .n.,Y.. ..sf.:;;r:y $::i Y`' .f.-S-Yid,:>:S+ti•'Y4:+.k}:F-rs ri3`.•a':.v},.:., ,;.',.y.-,'ti+•p,M1���;,ti .,A 0'". ': -.,:t , n#• tb%•+arxv++ d:: . 'f''trsX xs S,G ; t'; '•2#:::" ri.,c>;,tiss :::v } £ �. trt v?i,a..w..: r.. ,.t•>%r 3:'snkso o,r..c.`F.. 4r,.2. ^t f?.,Ls'n...w.:sx: .e�rst3rLt;Y. ..afek:..>...: t.^-,r:ra ��.o. r_..-,,:?sy -.-. ,r. ..rtc::•y::l::c,....Aa, .r Appendix G DRUG FREE WORKPLACE FORM t Appendix H FEE PROPOSAL FORM/SIGNATURE and ACKNOWLEDGEMENT of ADDENDUM FORM Appendix I SUBCONSONSULTANTS FORM N/A Appendix J CERTIFICATE OF INSURANCE J {�•ri.}S•,•:Y.}•S,SS::Y;.{...%'y:>5::::YbY: ,� \ .Y ' i i t #Rt t:Rt•0. >. 3't,i ? 2 yt r i 2 3$ti.•'�. ;i s y°5 xX!» � > iwiri. � ���Ll� i;s i \d1 L. 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'� 1 � > r,�;.r.. iai� •: t » : ;ya3t Persona, rCttO4t f1 � �` a �.r .r > ��„ u," sh • � �kYl3 .t,.?ice F3#bsii . •,#;;...:, # Of rsia.�t�_eal.d.,dTtffcatio�l "`Ja _ z';•,F� �� •:' My Cr)mnikssJOtI. _xf)ir e s: ZZ ::•'C•,';i.t: f.: ^.:v a.: Srt` OWN %),K,1.i'2{r ., .� '-} r .%_' t" ��. Y ;>'o::•#Xi$:.}R :`Fr � , ,s,;" FGb+-+c �c- b�:t r s. F3,ra # rroa q 23 +�t`i{ .f rtY.:, •+i: ',drij ' f�-'^'. °5 . e r" '�,�,�..L. -( s, •. •: a' �? tS .:.>y4• ti a�4'{ �ii t## ' .S. r'•',:"gti• •,{ S[ t ) t+:i � ft � �•--,-•,. ,,.e r, '•1: .,t'„%;?..: �Ly.:rr•.fr:?i :.dds-nN -0 .�•' '. ,: 1•:.t. ..6,t i.-.�.....,.<>{�f� i,..,r->-Jsf&r'ri,Yn.t4<:' ",:•'... .. ..._ ..__ - - -s S,g;. - -- ,At ALACHUA COUNTY BOARD OF COUNTY COMMISSIONERS REQUEST FOR PROPOSALS RFP #06-311 Fire Assessment Development Services RFP Submittal Deadline: 2:00 pm, Wednesday, August 9, 2006 Any response received after the above submittal deadline will not be considered. Alachua County Purchasing Division, Third Floor County Administration Building 12 SE 1st Street Gainesville, Florida 32601-6983 (352) 374-5202 (PHONE) (352) 491-4569 (FAX) TABLEOF CONTENTS ....... .......... ..... .... ........... ....-........................................................................... PAGE NUMBER 1.0 GENERAL PROVISIONS ......................... -................ ............ ..... ..... ....... .................. ............ ............... ..... .... ..... ......... I 1.1 Purpose............................................................................................................................................................1 1.2 Proposal Submission.......................................................................................................................................1 1.3 Acceptance/Rejection of Proposals................................................................................................................. t L4Consideration of Proposals ............................ .... ..... ...... ....................._......................................................_.._2 1.5 Proposal Withdrawal.......................................................................................................................................2 1.6 Non -Warranty of Request for Proposals.........................................................................................................2 1.7 Request for Clarification.................................................................................................................................2 1.8 Inquiries/Questions.........................................................................................................................................2 1.9 Contact with Members of the Professional Services Evaluation Committee..................................................2 1.10 Proprietary Information...................................................................................................................................3 1.11 Examination of Request for Proposals............................................................................................................3 1.12 Small and Minority Business Enterprise (SMBE) Utilization ....... .................................... ..... ...._................... 3 1.13 Public Entity Crimes........................................................... .................................................................. ..... .- 3 1.14 Drug Free Workplace......................................................................................................................................3 1.15 Workplace Violence........................................................................................................................................3 2.0 BACKGROUND INFORMATION ......................................... ....................... ............................. ................................ 4 2.1 Location..... ................. ................................ .. ......... ............................................................... - .................... 4 2.2 form of Government.......................................................................................................................................4 3.0 SCOPE OF SERVICES.................................................................................................................................................4 3.1 General Requirements: .......................... . .................. ............................... ................................... ................. 4 3.2 Qualifications of Proposer ...............................................................................................................................4 4.0 COUNTY SELECTION PROCEDURES.....................................................................................................................4 4.1 Written Submittals..... ........................................................ .......................... . ... . .................................. ...... 5 4.2 The Stab Evaluation Team.............................................................................................................................5 4.4 Presentation.....................................................................................................................................................5 4.5 Selection and Ranking.....................................................................................................................................5 4.6 Negotiation of Contract .......................................... ................................ ................................. ........ -- ........... 5 5.0 PROPOSAL REQUIREMENTS AND ORGANIZATION:- ........................... . ..................................... .................... 5 5.1 Letter of Interest..............................................................................................................................................5 5.2 Project Understanding and Approach..............................................................................................................5 5.3 Consultant's Qualifications and Staff..............................................................................................................5 5.4 Ability of Consultant's Professional Personnel...............................................................................................6 5.5 Ability to Meet Time and Budget Requirements............................................................................................6 5.6 Effect of Project Team Location on Project Responses..................................................................................6 5.7 Appendix.........................................................................................................................................................6 6.0 SELECTION AND EVALUATION CRITERIA........ .................................................................................................. 6 6.1 Technical Qualifications Evaluation...............................................................................................................6 6.2 Written Proposal Evaluation...........................................................................................................................7 6.3 Pmsentation/InterviewEvaluation..................................................................................................................7 6.4 Other factors....................................................................................................................................................7 7.0 PROFESSIONAL RESPONSIBILITY ...................................... 7.2 Performance Bond - Not applicable ............................. 8.0 GENERAL TERMS AND CONDITIONS ...................................... 8.1 Assignment of Personnel .................................................... 8.2 Basis for Contract Negotiation ........................................... 8.3 Term of the Contract.......................................................... 8.4 Reuse of Existing Plans - Not applicable ........................... 8.5 Governing Law................................................................... 8.6 Permits, Laws & Regulations ............................................. 8.7 Award of Contract(s).......................................................... 8.8 Assignment of Interest....................................................... 8.9 Indemnification...............................................................................................................................................8 8.10 Amendments...................................................................................................................................................8 8.11 Default and Termination.................................................................................................................................9 8.12 Successors and Assigns...................................................................................................................................9 8.13 Non Waiver.....................................................................................................................................................9 8.14 Independent Consultant...................................................................................................................................9 8.15 Collusion.........................................................................................................................................................9 EXHIBITA ....... ................................... ---- ............ ..................... .................... ............. ........................................................ 10 CERTIFIED SMALL OR MINORITY BUSINESS ENTERPRISE POINTS REQUEST FORM ............................10 EXHIBITB................................................................................................................................................................................11 VOLUME OF PREVIOUS WORK SUMMARY....................................................................................................... 1 I EXHIBITC................................................................................................................................................................................ 12 STATEMENT OF NO PROPOSAL... .................. ......................................... ......... - ............ .......... ........................ 12 EXHIBITD...............................................................................................................................................................................13 DRUG FREE WORKPLACE FORM.........................................................................................................................13 EXHIBITE................................................................................................................................................................................14 FEE PROPOSAL FORM/SIGNATURE AND ACKNOWLEDGMENT OF ADDENDUM FORM........................14 EXHIBITF................................................................................................................................................................................ 15 PROPOSED SUBCONSULTANTS FORM...............................................................................................................15 EXHIBITG...............................................................................................................................................................................16 GOOD FAITH EFFORT REQUIREMENTS.............................................................................................................16 EXHIBITH............................................................................................................................................................................... 17 TYPE ..A„ INSURANCE REQUIREMENTS ........................................................................................................17 Including Professional and Errors and Omissions Liability........................................................................................17 EXHIBITI.................................................................................................................................................................................19 PROFESSIONAL SERVICES AGREEMENT...........................................................................................................19 ALACHUA COUNTY BOARD OF COUNTY COMMISSIONERS REQUEST FOR PROPOSALS 806-311 FOR THE PROVISION OF Fire Assessment Development Services 1.0 GENERAL PROVISIONS 1.1 Purpose Alachua County Board of County Commissioners is seeking proposals from licensed professionals (hereinafter, referred to as Consultants) for the provision of Fire Assessment Development Services for the Fire/Rescue Services Department. The contract shall be effective for the period beginning with the date of executed contract and continuing through completion of work. The following apply to this request for proposal: General Provisions (Section 1.0), Background Information (Section 2.0), Scope of Services (Section 3.0), County Selection Procedures (Section 4.0), Proposal Requirements and Organization (5.0) Selection and Evaluation Criteria ( Section 6.0), Professional Responsibility (Section 7.0), General Terms and Conditions (Section 8.0), Exhibits: Certified Small or Minority Business Enterprise Points Request Form, Volume of Previous Work Summary Form, Statement of No Proposal, Drug Free Workplace Form, Fee Proposal Form, Proposed Subconsultants Form, and Good Faith Effort Requirements. 1.2 Proposal Submission Proposals must be submitted with all required submissions included. Failure to comply may preclude consideration of the proposal. Each Consultant is responsible for full and complete compliance with all laws, rules and regulations which may be applicable. Consultants desiring to provide services as described herein shall submit proposals, an original and eight (8) copies in a sealed envelope labeled on the outside of the envelope, "06-311; Fire Assessment Development Services", and deliver not later than 2:00 pm, Wednesday August 9, 2006, to the attention of: HAND DELIVER OR MAILED TO: Alachua County Purchasing Division, Third Floor County Administration Building 12 SE I" Sheet Gainesville, Florida 32601-6983 LATE PROPOSALS WILL NOT BE CONSIDERED. Upon submission, all proposals become the property of the County which has the right to use any or all ideas presented in any proposal submitted in response to this Request for Proposal, whether or not the proposal is accepted. All work papers/products developed as part of the contract performance become property of the County upon termination or completion of the provision of services. The cost for development of the written proposal and the oral presentation are entirely the obligation of the Consultant and shall not be chargeable in any manner to Alachua County, No Proposal Submitted - If you are not submitting a proposal, please respond by returning only the Statement of No Proposal Form EXHIBIT C and explain the reason in the space provided. Failure to submit the Statement of No Proposal may result in your name being deleted from the list of qualified Consultants for Alachua County. 1.3 Acceptance/Reiection of Proposals Alachua County reserves the right to reject any proposal which may be considered irregular, show serious omission, unauthorized alteration of form, unauthorized alternate proposals, incomplete or unbalanced proposals or irregularities of any kind. Submittal requirements of this Request for Proposals are for evaluation and selection purposes only. The County may allow alterations, modifications, or revisions to individual elements of the successful proposal at any time during the period of the contract which results from this Request for Proposals. Alachua County reserves the right to accept or reject any or all proposals in whole or in part, with or without cause, to waive technicalities, or to accept proposals or portions thereof which, in the County's judgment, best serve the interests of the County, or to award a contract to the next most qualified Consultant if a selected Consultant does not execute a contract within thirty (30) days after the award of the proposal. The thirty day (30) time period may be extended an additional twenty (20) days where the selected Consultant is unavailable during the initial thirty -day period. 1.4 Consideration of Proposals Proposals will be considered from Consultants normally engaged in providing and performing services as specified herein. The Consultant must have adequate organization, facilities, equipment and personnel to ensure prompt and efficient service to the County. The County reserves the right to inspect the facilities and organization or to take any other action necessary to determine ability to perform in accordance with specifications, terms and conditions before recommending any award. 1.5 Proposal Withdrawal Any Consultant may withdraw his proposal by telegraphic, fax or written request at any time prior to the scheduled closing time for receipt of proposals. Any proposals not so withdrawn shall constitute an irrevocable offer, for a period of ninety (90) days, to provide the County the services as set forth in Section 3.0, Scope of Services, or until one or more of the proposals has been awarded. 1.6 Non -Warranty of Request for Proposals Due care and diligence has been used in preparing this Request for Proposal. The County shall not be responsible for any error or omission in this Request for Proposal, nor for the failure on the part of the Consultants to ensure that they have all information necessary to effect their proposals. 1.7 Request for Clarification The County reserves the right to request clarification of information submitted and to request additional information of one or more Consultants, either orally or in writing. 1.8 Inquiries/Questions After thoroughly reading this Request for Proposals and Exhibits, Consultants may direct questions, in writing only, to: Purchasing Manager Alachua County Purchasing Division, Third Floor County Administration Building 12 SE 1" Street Gainesville, Florida 32601-6983 (352)374-5202 (Phone) (352)491-4569(Fax) 1.8.1 Any Consultant in doubt as to the true meaning of any part of the Request for Proposal or related documents may submit a written request to the Purchasing Manager, at the address indicated above, at least five (5) days prior to closing date set for receipt of proposals to be considered for a response. Any interpretation to a Consultant will be made only by addendum duly issued, and a copy of such addendum will be posted to Demandstar.com. Oral answers will not be authoritative. 1.9 Contact with Members of the Professional Services Evaluation Committee To ensure fair consideration for all Consultants, the County prohibits communication to or with any department, employee, elected official, or anyone evaluating or considering the proposals during the submission process, except as provided in Section 1.9.1. Additionally, the County prohibits communications initiated by a Consultant to any department, employee, elected official, or anyone evaluating or considering the proposals prior to the time an award decision has been made. 1.9.1 Any communication between Consultant and the County will be initiated by the County's Purchasing Division in order to obtain information or clarification needed to develop a proper, accurate evaluation of the proposal. Communications initiated by a Consultant to anyone other than the appropriate Purchasing Representative may be grounds for disqualifying the offending Consultant from consideration of award of the proposal being evaluated and/or any future proposal. 1.9.2 It will be the responsibility of the Consultant to contact the County's Purchasing Division prior to submitting a proposal to ascertain if any addenda have been issued, to obtain all such addenda and to return executed addenda with the proposal. 1.10 Proprietary Information Responses to this Request for Proposals upon receipt by the County become public records subject to the provisions of Chapter 119 F.S., Florida's Public Records Law. If you believe tharany portion or all of your response is confidential and/or proprietary, you should clearly assert such exemption and the specific legal authority for the asserted exemption. All material that qualifies for exemption fiom Chapter 119 must be submitted in a separate envelope, clearly identified as "TRADE SECRETS EXEMPTION," with your Consultant's name and the proposal number marked on the outside. ' 1.10.1 Please be aware that the designation of an item as a trade secret by you may be challenged in court by any person. By your designation of material in your proposal as a "trade secret", you agree to hold harmless the County far any award to a plaintiff for damages, costa' or attorney's fees and for costs and attorney's fees incurred by the County by reason of any legal action challenging your claim. 1.11 Examination of Request for Proposals Before submitting a proposal, it shall be the Consultant's responsibility to examine thoroughly the Request for Proposals or other related documents (where applicable) to be informed regarding any and all conditions and requirements that may in any manner affect the work to be performed under the Contract. Failure to do so will not relieve the selected Consultant of complete performance under the contract. 1.12 Small and Minority Business Enterprise (SMBE) Utilization Alachua County has adopted a 15% goal and policies which encourage participation of Small and Minority Business Enterprises EXHIBIT A in the provision of goods, services and construction. Further Alachua County will monitor the Small and Minority Business Program with respect to this goal as established by the Board of County Commissioners. 1.13 Public Entity Crimes A person or affiliate who has been placed on the convicted vendor list following a conviction of a public entity crime may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to a public entity, may not be awarded or perform work as a Consultant, supplier, subconsultant, or Consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. 1.14 Drua Free Workplace Section 22.09 Competitive Sealed Bidding of the Alachua County Purchasing Code states that in the evaluation of bids, all factors in the bidding process being equal, both as to dollar amount and ability to perform, priority will be given, first, to those vendors certifying a drug free workplace by executing the attached Drug Free Workplace Form EXHIBIT D and, second, to certified small or minority bidders. 1.15 Workplace Violence Employees of bidders (or responders for RFP's) are prohibited from committing any act of workplace violence. Violation may be grounds for termination. Workplace violence means the commission of any of the following acts by a bidder's employee. Battery: intentional offensive touching or application of force or violence to another. Stalking: willfully, maliciously and repeatedly following or harassing another person. 2.0 BACKGROUND INFORMATION 2.1 Location Alachua County is located in North Central Florida. The County government seat is situated in Gainesville. Gainesville is located 70 miles southwest of Jacksonville, 129 miles southeast of Tallahassee, 140 miles northeast of Tampa - St. Petersburg and 109 miles northwest of Orlando. Alachua County has a population of over 216,000. The County itself consists of a total area of 969 square miles. 2.2 Form of Government Alachua County is governed by a Board of five (5) elected County Commissioners and operates under the established County Manager Charter form of government. In addition to the five County Commissioners, there are five elected Constitutional Officers: the Supervisor of Elections, the Sheriff, and the Clerk of the Court, the Tax Collector, and the Property Appraiser. There is also a County Attorney reporting to the Board. 3.0 SCOPE OF SERVICES The services requested, herein, are for Fire Assessment Development Services. The contract shall be effective for the period beginning with the date of executed contract and continuing through completion of work. The purpose of this project is to conduct a review and develop a legally defensible method of apportionment, to include multiple apportionment options, for fire assessment for Alachua County and participating municipalities. Oral presentations are planned for the week of August 21, 2006. 3.1 General Reuuirements: The Consultant selected will provide the following services, including but not limited to: 3.1.1 The project will include the development of fire assessment methodology for Alachua County and participating municipalities within Alachua County with a specific focus on equitable distribution of the assessment across parcel types/uses and legal defensibility. 3.1.2 Multiple options should be prepared for review. Develop with illustrations of specific impact of various recommendations/options on various individual parcel types/uses. Emphasis should be placed on how each specific recommendation will affect assessment amount paid by specific parcels. Recommendations should be dynamic and easily adjusted if all or one municipality opts into the assessment. 3.1.3 At the request of the County the consultant will prepare implementing ordinances and resolutions and related documents. 3.1.4 The consultant must be available to meet with staff as needed and attend any such workshops and public hearings as may be required to fully implement recommended and approved assessment program. 3.1.5 The consultant will provide a detailed calendar with specific dates and deliverables following initial meeting with staff. Consultant is responsible for obtaining any necessary data for completion of project requirements and preparing deliverables 3.2 Oualffications of Proposer The following documents and forms in the following order must accompany each proposal submitted: 3.2.1 Summary describing the firm's ability to perform work requested 3.2.2 History of background and experience in providing assessment related services 3.2.3 Qualifications and experience of personnel to be assigned to this project 3.2.4 Subcontractor, sub -consultant or supplier's background, qualifications, and experience 3.2.5 List of pertinent projects in the last five years and the timeliness in which they were completed 3.2.6 Proposed work plan and project schedule 3.2.7 Submittal must provide documentation that demonstrates the ability of the firm to satisfy all of the minimum qualifications and requirements. Firms who do not meet the minimum qualifications and requirements or who fail to provide supporting documentation and/or affidavits as specified herein will be deemed non -responsive. 4.0 COUNTY SELECTION PROCEDURES The Consultant selected to provide the services described herein will be selected from the qualified Consultants submitting responses to this request for proposal. The selection process will be as follows: 4.1 Written Submittals All the written submittals will be reviewed by the staff of the department requesting the services. Taking into account the Professional Qualifications and the overall written proposal, the department will then select no more than six (6) Consultants. The proposals of these Consultants will then be presented to the staff evaluation team for a thorough review and evaluation per the criteria stated in Section 6.0 of the Request for Proposal. 4.2 The Staff Evaluation Team Generally made up of 3 to 5 members, is selected by the Department Head, and includes at least one member from the user department with other members selected as deemed appropriate. This staff evaluation team serves in an advisory capacity to the Department Head, who is responsible for the final ranking and recommendation to the Board of County Commissioners. 4.3 The Staff Evaluation Team will then review the Professional Qualifications and Written Proposal. In doing so, the team will evaluate proposals in accordance with the evaluation criteria identified in Section 6.0. 4.4 Presentation Upon review and evaluation, the Department Head, along with the Staff Evaluation Team, may select no fewer than three (3) of these Consultants for presentations. The Consultants shall then further detail their qualifications, approach to the project and ability to furnish the required services during oral presentations. These presentations shall be made at no cost to Alachua County. (Staff Evaluation Team has the option of waiving this phase of the process upon approval by the Purchasing Division). 4.5 Selection and Rankine Department Head, along with the Staff Evaluation Team, shall then select and rank the Consultants, in order of preference, who are deemed to be the most highly qualified to perform the required services. 4.6 Neeotlation of Contract The County will negotiate a contract with the top ranked Consultant for the provision of these services. Should the County be unable to negotiate a satisfactory contract, negotiations will be terminated and negotiations will be initiated with the second most qualified Consultant. Should the County be unable to negotiate a satisfactory contract with the second most qualified Consultant, negotiations will be terminated and negotiations will be initiated with the third most qualified Consultant. Should the County be unable to negotiate a satisfactory contract with any of the selected Consultants, then the County may select additional Consultants from those whose Statement of Qualifications are on file in order of their competence and qualifications and continue negotiations until a satisfactory contract is reached. 5.0 PROPOSAL REQUIREMENTS AND ORGANIZATION: Proposals must be submitted setting forth the information called for below in the format required. Each proposal should contain the following: 5.1 Letter of Interest Consultants should include a letter indicating the Consultant's interest in and knowledge of the project and willingness to provide the services. 5.2 Proiect Understandine and Aonroach This section should include a narrative necessary to show that the Consultant has an understanding of the scope and objectives to be performed in this project. The Consultant should describe the approach to the provision of services as required herein and the specific work plan to be employed to implement it. Indicate how this project will fit into the total workload of the Consultant during the project period. 5.3 Consultant's Oualitcations and Staff Identify the manager and key staff who would be directly assigned to this project. Provide resumes to include years of experience within the area of specialty, length of service with the Consultant and knowledge of local government. 5.3.1 Summary of the Consultant's current workload and ability to satisfy the County requirements. 5.3.2 A brief statement shall be included, on the Consultant's background, organization and size. 5.3.3 The one person designated to act as primary liaison between the Consultant and the County. In addition, an alternate must be designated to act in the temporary absence of the primary liaison. 5.3.4 If any services are to be subcontracted, then those Consultants must be identified. Qualifications of any sub-consultant(s) and resumes of the individual(s) assigned to the projects are to be furnished as part of the submittal. 5.3.5 Consultants shall demonstrate experience in the scope of services required herein. Describe in detail any prior experience. 5.4 Ability of Consultant's Professional Personnel 5.5 Ability to Meet Time and Budget Requirements 5.6 Effect of Proiect Team Location on Proiect Responses 5.7 Appendix The Appendix should include the following information: 5.7.1 List of verifiable references, for whom the Consultant has performed these type services. List any installations performed for governmental entities. The following should be provided for each reference listed: 5.7.1.1 Name, title, address and phone number of the individual within the organization for whom the work was performed who can be contacted in regards to the project. 5.7.1.2 The name(s) of the Manager or key staff person(s) who workedon the project. 5.7.2 A copy of the selected Consultant's current Florida Professional Registration Certificate, if applicable. 5.7.3 A statement of the Consultant's equal opportunity policies and practices. 5.7.4 Certified Small or Minority Business Enterprise Points Request Form EXHIBIT A. 5.7.5 Copy of current State Minority Certification and/or Alachua County Small Business Certification, where applicable. 5.7.6 Completed Volume of Previous Work Summary Form EXHIBIT B. 5.7.7 Completed Drug Free Workplace Form, if applicable EXHIBIT D. 5.7.8 Fee Proposal Form/Signature and Acknowledgement of Addendum Form EXHIBIT E. 5.7.9 Completed Subconsultants Form, if applicable EXHIBIT F. 6.0 SELECTION AND EVALUATION CRITERIA Proposals will be evaluated in accordance with the procedures described in the County's Professional Services Evaluation Handbook. A Team comprised of County staff will evaluate the proposals in four stages: Technical Qualifications Evaluation, Written Proposal Evaluation, Presentation/Interview Evaluation, and Other Factors as deemed appropriate. The County shall consider the ability of the frrm's professional personnel; willingness to meet time and budget requirements; workload; location; past performance; whether a Consultant is a certified Small or Minority Business Enterprise; volume of previous work with the County; and location. The Evaluation process provides a structured means for consideration of all these areas. 6.1 Technical Qualifications Evaluation The Technical Qualifications Evaluation will assess each responding Consultant's ability based on experience and qualifications of key staff members, the Consultant's capability of meeting time and budget requirements, whether a Consultant is a certified Small or Minority Business Enterprise, volume of work previously awarded the Consultant by the County and the Consultant's record with regard to this type of work, particularly in the County or in Florida. This stage does not involve review and evaluation of a proposal addressing the project scope of work. Consideration will be given to the Consultant's current work load, financial stability, and the location where the majority of the technical work will be produced. The Staff Evaluation Team will not be impressed with excessive amounts of boilerplate, excessive numbers of resumes, excessive length of resumes, excessive numbers of photographs, work that distant offices have performed, or work not involving personnel to be assigned to the proposed project. 6.2 Written Proposal Evaluation The Written Proposal Evaluation will assess the Consultant's understanding of the proposed approach to be undertaken as addressed in a written proposal. The Staff Evaluation Team will assess how effectively the requirements of the scope of services have been addressed. The written proposal should identify a project manager and other key members of the project team and the proposed project schedule. It should relate the capabilities of the project team to the requirements of the scope of services. 6.3 Presentation/interview Evaluation The Proposal Presentation/Interview Evaluation is based on an oral presentation to the Staff Evaluation Team that addresses both the technical qualifications of the Consultant and the approach to the project. Importance is given to the Consultant's understanding of the project, the placement of emphasis on various work tasks, and response to questions. The Staff Evaluation Team will assess the project manager's capability and understanding of the project and her/his ability to communicate ideas. The role of key members of the project team should be established based on the scope of services and the Consultant's approach to the project. The role of any subcontracted Consultant in the proposal should be clearly identified. Unique experience and exceptional qualifications may be considered with emphasis on understanding of the project, particularly "why it is to be done" as well as "what is to be done." The Staff Evaluation Team will not be impressed with excessive boilerplate, excessive participation by "business development" personnel, and the use of "professional" presenters who will not be involved in the project or future presentations. 6.4 Other factors The Other Factors to be considered, but not limited to, are those items, such as Small or Minority Business Enterprise status, past performance, and previous amount of work for Alachua County. Fee proposals, when requested and deemed appropriate, are also to be considered in the evaluation process, where the request for such fees is in accordance with the County's Purchasing Code. 7.0 PROFESSIONAL RESPONSIBILITY All services shall be provided with the skill and care which would be exercised by comparable qualified professionals performing similar services at the time and place such services are performed. Individual or Consultant shall accept full responsibility for the work as described herein. 7.1 The selected proposer/Consultant shall provide a Certificate of Insurance to the County with a Thirty (30) day notice of cancellation. EXHIBIT H If the initial insurance expires prior to the completion of the work, a renewal certificate shall be furnished Thirty (30) days prior to the date of expiration. 7.2 Performance Bond - Not applicable 8.0 GENERAL TERMS AND CONDITIONS The following are the general terms and conditions, supplemental to those stated elsewhere in the Request for Proposal, to which the selected Consultant must comply in order to be consistent with the requirements for this Request for Proposal. Any deviation from these or any other stated requirements should be listed as exceptions in a separate appendix of the proposal. 8.1 Assienment of Personnel All personnel assigned to the project will be subject to the approval of the County and no changes shall be allowed unless prior written approval is obtained. 8.2 Basis for Contract Negotiation The proposal will serve as the basis for negotiating the contract. 8.3 Term of the Contract The contract shall be effective for the period beginning with the date of executed contract and continuing through completion of work. 8.4 Reuse of Existing Plans - Not applicable. 8.5 Governing Law This agreement shall be governed in accordance with the laws of the State of Florida. Venue shall be in Alachua County. 8.6 Permits, Laws & Regulations The selected Consultant shall obtain and pay for all necessary permits, permit application fees, licenses or any fees required. The selected Consultant shall comply with all laws, ordinances, regulations and building code requirements applicable to the work contemplated in the proposal. The selected Consultant is presumed to be familiar with all state and local laws, ordinances, code rules and regulations that may in any way affect the work. Ignorance on the part of the selected Consultant will in no way relieve it of responsibility. The selected Consultant must agree to abide by and conduct its programs and provide its services in compliance with the provisions of the Civil Rights Act of 1866, Civil Rights Act of 1871, Equal Pay Act of 1963, Civil Rights Act of 1964, Age Discrimination and Employment Acts of 1967, Rehabilitation Act of 1973, 1990 Americans with Disabilities Act, 1991 Federal Civil Rights Act, 1992 Florida Civil Rights Act, and all other applicable ordinances, statutes, laws and amendments thereto. 8.7 Award of Contract(s) The County reserves the right to award contracts to more than one (1) Consultant as determined to be in the best interest of the County. 8.8 Assignment of Interest Any individual or Consultant shall not assign any interest in the contract and shall not transfer any interest in the same without prior written consent of the County. 8.9 Indemnification The Consultant agrees to protect, defend, indemnify, and hold the County and Director and their officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or directly or indirectly relating -to any and all claims, liens, demands, obligations, actions, proceedings or causes of action of every kind and character in connection with or arising directly or indirectly out of this agreement and/or the performance hereof. Without limiting the generality of the foregoing, any and all such claims, etc., including but not limited to personal injury, death, damage to property (including destruction) defects in materials or workmanship, actual or alleged infringement of any patent, trademark, copyright (or application for any thereof) or of any other tangible or intangible personal or property right, or any actual or alleged violation of any applicable statute, ordinance, administrative order, rule, or regulation or decree of any court, shall be included in the indemnity hereunder. The Consultant further agrees to investigate, handle, respond to, provide defense (including payment of attorney fees up to and including any appeal) for and defend any such claim at its sole cost and expense and agrees to bear all other costs and expenses related thereto, even if they (claims, etc.) are groundless, false, or fraudulent. Consultant agrees that indemnification of the County shall extend to any and all work performed by the Consultant, its subconsultants, employees agents, servants or assigns. This obligation shall in no way be limited in any nature whatsoever by any limitation on the amount or type of Consultant's insurance coverage. This indemnification provision shall survive the termination of the Contract between the County and the Consultant. Nothing contained herein shall constitute a waiver by the County of sovereign immunity or the provisions of §768.28, Florida Statutes. Furthermore, the parties agree that any duty of the County to indemnify or defend any entity under this contract is limited by the limits of liability set forth in §768.28, Florida Statutes. Specifically, the County shall not be liable to pay a claim or a judgment, based on a duty to indemnify or defend and arising out of this contract, which exceeds the sum of $100,000, or any claim or judgment, or portions thereof, which, when totaled with all other claims or judgments paid by the County arising out of the same incident or occurrence, exceeds the sum of $200,000. 8.10 Amendments This agreement may be amended by mutual written agreement of the parties and may be changed only by such written amendment. 8.1 l Default and Termination The failure of either party to comply with any provision of the contract shall place that party in default. Prior to terminating the contract, the non -defaulting party shall notify the defaulting party in writing. Notification shall make specific reference to the provision which gave rise to the default. The defaulting party shall be given seven (7) days in which to cure the default. The Department Director is authorized to provide written notice of default on behalf of the County, and if the default situation is not corrected within the allotted time, the County Manager is authorized to provide final termination notice on behalf of the County to the selected Consultant. The County may terminate the contract without cause by first providing at least 24 hours written notice to the selected Consultant prior to the termination date. The County's Department Director is authorized to provide written notice of termination on behalf of the County. In the event fiords to finance the contract become unavailable, the County may terminate the contract with no less than twenty-four hours notice in writing to the selected Consultant. The County shall be the final authority as to the availability of funds. 8.12 Successors and Assigns The County and selected Consultant each bind the other and their respective successors and assigns in all respects to all of the terms, conditions, covenants, and provisions of this agreement, and any assignment or transfer by the selected Consultant of its interest in the contract without the written consent of the County shall be void. Nothing herein shall be construed as creating any personal liability on the part of any officer or agent of the County or the selected Consultant, nor shall it be construed as giving any right or benefit hereunder to anyone other than the County or the selected Consultant. 8.13 Non Waiver The failure of either party to exercise any right shall not be considered a waiver of such right in the event of any further default or non compliance. 8.14 Independent Consultant In the performance of this agreement, the Consultant will be acting in the capacity of an independent Consultant and not as an agent, employee, partner, joint venturer, or associate of the County. The Consultant shall be solely responsible for the means, method, technique, sequences, and procedures utilized by the Consultant in the full performance of the agreement. 8.15 Collusion 8.15.1 The bidder, by affixing his signature to the Fee Proposal Form EXHIBIT E, declares that the bid is made without any previous understanding, agreement, or connections with any persons, Consultants or corporations making a bid on the same items and that it is in all respects, fair, and in good faith without any outside control, collusion, or fraud. 8.15.2 The bidder, by affixing his signature to the Fee Proposal Form EXHIBIT E, declares that no County Commissioner, other County officer, or County employee, directly or indirectly owns more than five (5) percent of the total assets or capital stock of the bidding entity, nor will directly or indirectly benefit by more than five (5) percent from the profits or emoluments of the contract. EXHIBIT A CERTIFIED SMALL OR MINORITY BUSINESS ENTERPRISE POINTS REQUEST FORM The Technical Qualifications Evaluation phase of the Professional Services Evaluation Process assesses whether a Consultant is a certified Small or Minority Business Enterprise and provides for the allotting of points where the Consultant includes in their submittal a request for points allowed for Certified Small or Minority Business participation in accordance with the options listed below and the necessary documentation to substantiate such is provided. CERTIFIED SMALL OR MINORITY BUSINESS ENTERPRISE - REQUEST FOR POINTS 15 POINT MAXIMUM Points for Certified Small or Minority Participation is to be awarded POINTS ALLOWED POINTS REQUESTED using one of the options below: Fifteen (15) points are awarded to the Consultant if the Consultant is a certified Small or Minority business (per Alachua County's current 15 pis u SMBE registry at the time set for receipt of submittals) and at least 51 /e of the job will be performed by the Consultant. Eight (8) to thirteen (13) points are awarded if the Consultant commits to a significantly higher certified small or minority participation than the goal, based on the breakdown indicated below: Percentage of Certified Small or Minority Participation at least but less than Points to be Awarded 8 pis - 13 pis 25% 30% 8 Points 30% 35% 9 Points 35% 40% 10 Points 40% 45% 11 Points 45% 50% 12 Points 50% 51% 13 Points Five (5) points are awarded to a Consultant who has committed to meet the percentage participation goal of 15% as established by the Board of County Commissioners and the Consultant has listed the certified Small 5 Pis or Minority business(es) and clearly stated the work and percentages of the job that those business(es) will perform. Revised 9/1/2004 10 EXHIBIT B VOLUME OF PREVIOUS WORK SUMMARY TO BE FILLED OUT ONLY BY CONSULTANTS HAVING HAD WORK WITH ALACHUA COUNTY DURING THE PERIODS INDICATED IN THE SUMMARY ABOVE For the APPLICANT: List all currently active, adjusted* fees and contract numbers for contracts awarded by Alachua County for ALL offices and, indicate total adjusted fees executed for the periods noted below. ADJUSTED FEES OF APPLICANT UNDER CONTRACT(S) WITH ALACHUA COUNTY ARE TO BE LISTED ACCORDING TO DATE OF AGREEMENTS FOR THE PERIODS NOTED. If proposer has not been awarded any work by Alachua County, proposer should indicate such by placing "not applicable" or "N/A" under the total adjusted fee column. PERIOD TOTAL ADJUSTED FEE FACTOR PORTION OF FEE CONSIDERED Current and last year (Oct I — Sept 30) $ X LO $ Second year past (Oct l — Sept 30) $ X 0.8 $ Third year past (Oct I - Sept 30) $ X 0.6 $ TOTAL ADJUSTED FEE CONSIDERED $ VOLUME OF WORK REPORT — DETAIL DATES OF AGREEMENT I PROJECT TITLE I ADJUSTED FEE VOLUME OF PREVIOUS WORK - POINTS EARNED POINTS ADJUSTED FEE (AF) * YOUR REQUESTED AF POINTS 5 AF < 50,000 points 4 50,000 < AF < 100,000 3 100,000 < AF < 200,000 2 200,000 < AF < 300,000 1 300,000 < AF < 400,000 0 AF > 400,000 *ADJUSTED FEES: Fees rendered to the Consultant by Alachua County minus fees subcontracted out by the Consultant plus fees for which the Consultant is a subconsultant. 11 EXHIBIT C STATEMENT OF NO PROPOSAL We the undersigned have declined to provide a submittal on your RFP No. 06-311 for Fire Assessment Development Services Parks for the Fire Rescuefor the following reasons: We do not offer this service Our schedule would not permit us to perform Unable to meet specifications Other (specify below) REMARKS: We understand that if this Statement of No Proposal is not executed and returned, our name may be deleted from the list of qualified offerors for Alachua County. Company Name: Signature: Telephone: Date: Alachua County Purchasing Division, Third Floor County Administration Building 12 SE I" Street Gainesville, Florida 32601-6983 (352)374-5202 (352)491-4569 (Fax) 12 EXHIBIT D DRUG FREE WORKPLACE FORM The undersigned vendor in accordance with Florida Statute 287,087 hereby certifies that does: (Name of Business) I. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled, substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2, Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug -free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3. Give each employee engaged in providing the commodities or contractual services that are under bid a copy of the statement specified in subsection (1). 4. In the statement specified in subsection(t), notify the employees that, as a condition of working on the commodities or contractual services that are under bid, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 1893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction. 5. Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee's community, by any employee who is so convicted. 6. Make a good faith effort to continue to maintain a drug -free workplace through implementation of this section As the person authorized to sign the statement, I certify that this Consultant complies fully with the above requirements. Signature Date 13 EXHIBIT E FEE PROPOSAL FORM/SIGNATURE AND ACKNOWLEDGMENT OF ADDENDUM FORM RFP NUMBER: PROPOSAL OPENING DATE: RE: PLACE OF BID OPENING: TO BE " Rate for provision of 06-311; Fire Assessment Development Services 2:00 pm, Wednesday, August 9, 2006 Fire Assessment Development Services Alachua County Purchasing Division, Third Floor County Administration Building 12 SE I" Street Gainesville, Florida 32601-6983 Acknowledge Receipt of Addendum(s) (if applicable circle): Bidder: Address: Authorized Signature: Clearly Print Signature: PHONE: -_ Email Address: FAX: #1 Yes No #2 Yes No #3 Yes No Company: Title: Title: DATE: 14 EXHIBIT F PROPOSED SUBCONSU LTANTS FORM REP NUMBER 06-311; Fire Assessment Development Services (NAME OF COMPANY) (ADDRESS) (TELEPHONE NO.) The undersigned representative of the Bidder states that the Bidder has contacted the certified small/minority business enterprises (SMBEs) listed below and that said SMBEs have agreed to perform the work for the dollar value set forth and that f tion re ardin SMBE Subcontractors is true and correct to the best of his/her knowled e. the followm m orma (NAME OF CONSULTANT) (SMBE? YES/NO) (NAME CONSULTANT) (SMBE? YESINO) (ADDRESS) (ADDRESS) (SCOPE OF WORK TO BE PERFORMED) (SCOPE OF WORK TO BE PERFORMED) (TOTAL $ VALUE) (% OF TOTAL CONTRACT) (TOTAL $ VALUE) (% OF TOTAL CONTRACT) (NAME OF CONSULTANT) (SMBE? YES/NO) (NAME OF CONSULTANT) (SMBE? YES(NO) (ADDRESS) (ADDRESS) (SCOPE OF WORK TO BE PERFORMED) (SCOPE OF WORK TO BE PERFORMED) (TOTAL $'VALUE) (% OF TOTAL CONTRACT) (TOTAL $ VALUE) (% OF TOTAL CONTRACT) (NAME OF CONSULTANT) (SMBE? YES/NO) (NAME OF CONSULTANT) (SMBE? YES/NO) (ADDRESSI) (ADDRESS) (SCOPE OF WORK TO BE PERFORMED) (SCOPE OF WORK TO BE PERFORMED) (TOTAL $ VALUE) (% OF TOTAL CONTRACT) (TOTAL $ VALUE) (% OF TOTAL CONTRACT) 15 EXHIBIT G GOOD FAITH EFFORT REQUIREMENTS The Equal Opportunity Division shall provide consultants with a directory of certified small and minority business enterprises in Alachua County. The Equal Opportunity Division shall determine what constitutes a "good faith effort" for purposes of consultant compliance with contractual requirements relating to the use of services or commodities of a small minority business under Section 27, Alachua County Ordinance 86-8. These following factors shall be considered in making such a determination. I . Whether the Consultant attended any presolicitation or prebid meetings that were scheduled by the Alachua County Purchasing Division to inform minority business enterprises of contracting and subcontracting opportunities. 2. Whether the Consultant contacted certified small and minority businesses listed in the State of Florida and Alachua County small and minority business directories concerning the subcontracting opportunities or advertised in appropriate minority/focus media iftimeframes permitted. 3. Whether the Consultant provided documents notice to a reasonable number of specific certified small and/or minority business enterprises that their interest in the contract was being solicited in sufficient time to allow the minority business enterprises to participate effectively. 4. Whether the Consultant followed up initial solicitations of interest by contacting small and/or minority business enterprises or minority person sufficiently documenting the date, time, and individuals on both ends of the communication line to determine with certainty whether the small or minority business enterprise or minority persons were interested. 5. Whether the Consultant selected portions of the work to be performed by small or minority business enterprises, in order to increase the likelihood of meeting the small or minority business enterprise goals including where appropriate, breaking down contracts into economically feasible units to facilitate small or minority business enterprise participation. 6. Whether the Consultant provided interested small or minority business enterprise or minority persons with adequate information about the plans, specifications and requirements of the contract of the availability of jobs. 7. Whether the Consultant negotiated in good faith with interested small or minority business enterprises, not rejecting small or minority business enterprises as unqualified without sound reasons based on a thorough and documented investigation of their capabilities. 8. Whether the Consultant effectively used the services of available small business or minority community organizations, minority consultant's groups, local small or minority business assistance offices and other organizations that provide assistance in the recruitment and placement of small or minority business enterprises. 9. Whether other bidders met the requirements relating to the use of subcontractors as small or minority business enterprises. 16 EXHIBIT H TYPE "A" INSURANCE REQUIREMENTS Including Professional and Errors and Omissions Liability Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the contractor, his agents, representatives, employees or subcontractors. COMMERCIAL GENERAL LIABILITY Coverage must be afforded under a per occurrence form policy for limits not less than $1,000,000 General Aggregate, $1,000,0000 Products / Completed Operations Aggregate, $1,000,000 Personal and Advertising Injury Liability, $1,000,000 each Occurrence, $50,000 Fire Damage Liability and $5,000 Medical Expense. AUTOMOBILE LIABILITY Coverage must be afforded including coverage for all Owned vehicles, Hired and Non -Owned vehicles for Bodily Injury and Property Damage of not less than $1,000,000 Combined Single Limit each accident. WORKERS COMPENSATION AND EMPLOYER'S LIABILITY Coverage to apply for all employees at STATUTORY Limits in compliance with applicable state and federal laws; if any operations are to be undertaken on or about navigable waters, coverage must be included for the USA Longshoremen & Harbor Workers Act. Employer's Liability limits for not less then $100,000 each accident; $500,000 disease policy limit and $100,000 disease each employee must be included. PROFESSIONAL LIABILITY and ERRORS AND OMISSIONS LIABILITY Professional (E&O) Liability must be afforded for Bodily Injury and Property Damage for not less than $1,000,000 each claim, $1,000,000 policy aggregate. OTHER INSURANCE PROVISIONS The policies are to contain, or be endorsed to contain, the following provisions 17 A. Commerciial General Liability and Automobile Liability Coverages 1. The Alachua County Board of County Commissioners, its officials, employees and volunteers are to be covered as Insureds as respects: Liability arising out of activities performed by or on behalf of the Contractor; products and completed operations of the Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The coverage shall contain no special limitation on the scope of protection afforded to the County, its officials, employees or volunteers. 2. The Contractor's insurance coverage shall be primary insurance as respects the County, its officials, employees and volunteers. Any insurance or self-insurance maintained by the County, it's officials, employee's or volunteers shall be excess of Contractor's insurance and shall be non-contributory. B. Workers' Compensation and Emolovers' Liability Coverages The insurer shall agree to waive all rights of subrogation against the County, its officials, employees and volunteers for losses arising from work performed by the Contractor for the County. C. All Coverages Contractors shall provide a Certificate of Insurance to the County with a Thirty (30) day notice of cancellation. The certificate shall indicate if cover is provided under a "claims made" or "per occurrence"' form. If any cover is provided under a claims made form the certificate will show a retroactive date, which should be the same date of the contract (original if contact is renewed) or prior. SUBCONTRACTORS Contractors shall include all subcontractors as insured under its policies. All coverages for subcontractors shall be subject to all of the requirements stated herein. CERTIFICATE HOLDER: and Mailing Address Alachua County Board of County Commissioners c/o Periculum Services Group P.O. Box 257 Portland, MI 48875 18 EXHIBIT I PROFESSIONAL SERVICES AGREEMENT This agreement is entered into this day of 20 between Alachua County, a charter county and political subdivision of Florida, by and through its Board of County Commissioners, hereinafter referred to as "County" and doing business at hereinafter referred to as "Professional". WITNESSETH Whereas, the County desires to Whereas, the Professional is qualified to provide these services; and NOW THEREFORE, in consideration of the mutual promises and covenants contained herein, the parties hereto do mutually agree as follows: 1. Term - This agreement is effective for years) beginning 200 and continuing through .unless earlier terminated as provided herein. The County has the option of renewing this agreement for additional _ year periods under the same terms and conditions 2. Representations and Warranties 2.1. By executing this Contract, the Professional makes the following express representations and warranties to the County: 2.1.1. The Professional is professionally qualified to act as the professional for the Project and is licensed to practice_____ by all public entities having jurisdiction over the Professional and the Project; 2.1.2:. The Professional shall maintain all necessary licenses, permits or other authorizations necessary to act as professional for the Project until the Professional's duties hereunder have been full satisfied; 2.1.3. The Professional has become familiar with the Project site and the local conditions under which the Project is to be designed, constructed, and operated; 2.1.4. The Professional shall prepare all deliverables required by this Contract including, but not limited to, all contract plans and specifications, in such a manner that they shall be accurate, coordinated, and adequate for the purposes intended and shall be in conformity and comply with all applicable law, codes and regulations; 2.1.5. The Professional warrants that the deliverables prepared by the Professional are adequate and sufficient to accomplish the purposes of the project and meet the requirements of all applicable federal, state and local codes and regulations. 2.1.6. The Professional acknowledges that the County's review of the deliverables in no way diminishes the Professionals warranty pertaining to the deliverables. 3. Duties of the Professional 3.1. The Professional shall have and perform the following duties, obligations, and responsibilities to the County: INSERT SCOPE; NO REFERENCE TO BIDlRFP - MAY ALSO REFER TO SCOPE AS ATTACHMENT. 4. Duties of the 'County 4.1. The County shall have and perform the following duties, obligations, and responsibilities to the Professional: 5. Method of Payment 19 5.1. For its assumption and performance of the duties, obligations and responsibilities set forth herein, the Professional shall be paid as follows: THIS MAY REFER TO AN ATTACHMENT OR BE LISTED. WE CANNOT MAKE ANY PAYMENT UNTIL SOMETHING HAS BEEN RECEIVED BY THE COUNTY. 5.1.1. The Professional shall be paid for those services required by this Contract not to exceed the sum of allocated in the following manner. USE THIS SECTION ONLY IF WE ARE PAYING FOR REEMBURSABLE EXPENSES 5.1.2. Reimbursable expenses will be paid by the County to the Contractor for the following services or costs outlined below. The Contractor will invoice for reimbursable services or costs on a monthly basis. Amounts invoiced for reimbursement shall include back-up documentation. 5.1.3. Travel expenses shall be paid in accordance with Section 112.61, Florida Statutes, and County policies and procedures. 5.1.4. Other expenses will be reimbursed as follows: 5.1.4.1. photocopies-SO.10 per copy or actual cost if out sourced; 5.1.4.2. postage -actual cost; 5. A.3. long distance telephone -actual cost; 5.1.4.4. fax -actual long distance telephone cost only. 5.1.4.5. If authorized in writing in advance by the County's representative, the actual cost of other expenditures made in the interest of the work effort. 5.2. If the Professional's duties, obligations and responsibilities are materially changed through no fault of the Professional after execution of this Contract, additional compensation shall be paid as follows: USUALLY REFERS TO A LIST OF HOURLY RATES FOR VARIOUS PROFESSIONAUADMINISTRATIVE PERSONEL. ATTACI-IED AS EXHIBIT OR ATTACHMENT 5.3. As a condition precedent for any payment, the Professional shall submit monthly, unless otherwise agreed in writing by the County, an invoice to the County requesting payment for services properly rendered and expenses due. The Professional's invoice shall describe with reasonable particularity each service rendered, the date thereof, [the time expended,] and the person(s) rendering such service. The Professional's invoice shall be accompanied by such documentation or data in support of expenses for which payment is sought as the County may require. If payment is requested for services rendered by Professional, the invoice shall additionally reflect the allocations as provided and shall state the percentage of completion as to each such allocation. Each invoice shall bear the signature of the Professional, which signature shall constitute the Professional's representation to the County that the services indicated in the invoice have reached the level stated, have served a public purpose, have been properly and timely performed as required herein, that the expenses included in the invoice have been reasonably incurred in accordance with this Contract, that the Professional has not been reimbursed or paid for the services listed by another agency, that all obligations of the Professional covered by prior invoices have been paid in full, and that the amount requested is currently due and owing, there being no reason known to the Professional that payment of any portion thereof should be withheld. Submission of the Professional's invoice for final payment shall further constitute the Professional's representation to the County that, upon receipt by the County of the amount invoiced, all obligations of the Professional to others, including its consultants, incurred in connection with the Project, will be paid in full. The Professional shall submit invoices to the County at the following address: Dept Director USE POSITION TITLE AND NOT NAME Alachua County Dept. 226 South Main Street Gainesville, Florida 32601 5.4. In the event that the County becomes credibly informed that any representations of the Professional relating to payment are wholly or partially inaccurate, the County may withhold payment of sums then or in the future otherwise due to the Professional until the inaccuracy, and the cause thereof, is corrected to the County's reasonable satisfaction. 5.5. Payments for all sums properly invoiced shall be made in accordance with the provisions of Chapter 218, 20 Part VII Florida Statutes ("Local Government Prompt Payment Act") and the Alachua County Prompt Payment Procedum.(Available at http://www.co.alachua.fl.us1) Corporate Name address City/State/Zip Attn: 6. Personnel 6.1. The Professional will assign only qualified personnel to perform any service concerning this agreement. At the time of execution of this agreement, the parties anticipate the following parties will perform those functions indicated: NAME FUNCTION [list] [list] 6.2. So long as the individuals named above remain actively employed or able to be retained by the Professional, they shall perform the functions indicated next to their names. Notice 7.1. Except as otherwise provided in this agreement, any notice of termination or default from either party to the other party must be in writing and sent by certified mail, return receipt requested, or by personal delivery with a signed proof of delivery. For purposes of notice, Professional's and County representative are: County: Professional: Title Dept PO Box Gainesville, FL, ZIP Corporate Name address City/State/Zip ATTN: 7.2. A copy of any notice, request or approval to the County must also be sent to: J. K. "Buddy" Irby Office of Management and Budget Clerk of the Court Attn: Contracts/Grants Post Office Box 939 and 105 SE 1S1 Avenue, Suite 6 Gainesville, FL 32602 Gainesville, Florida 32601 ATTN: Finance and Accounting 8. Default and Termination 8.1. The failure of the Professional to comply with any provision of this agreement will place the Professional in default. Prior to terminating the agreement, the County will notify the Professional in writing. This notification will make specific reference to the provision which gave rise to the default. The County will give the Professional seven (7) days to cure the default. is authorized to provide written notice of default on behalf of the County, and if the default situation is not corrected within the allotted time, the Director is authorized to provide final termination notice on behalf of the County to the Professional. 8.2. The County may terminate the agreement without cause by first providing at least twenty-four (24) hours written notice to the Professional prior to the termination date. The County's Director is authorized to provide written notice of termination on behalf of the County. 21 8.3. If funds to finance this agreement become unavailable, the County may terminate the agreement with no less than twenty-four hours notice in writing to the Professional. The County will be the final authority as to the availability of funds. The County will pay the Professional for all work completed prior to any notice of termination. 9. Project Records All records relating in any manner whatsoever to the project, which are in the possession of The Agency or the Agency's consultants, shall be made available to the County for inspection and copying upon written request of the County, and shall be kept for a period of three (3) years after the completion of all work to be performed or as required by Chapter 1 t9, Florida Statutes (Public Records) and schedules published by the Bureau of Archives and Records Management, whichever shall be greater Additionally, said records shall be made available, upon request by the County, to any state, federal, or other regulatory authorities and any such authority may review, inspect and copy such records, except as considered exempt and confidential under Chapter 119, Florida Statutes. 10. Ownership of Deliverables All project deliverables and documents are the sole property of the County and may be used by the County for any purpose. 11. Insurance The Professional will procure and maintain insurance throughout the entire term of this agreement of the types and in the minimum amounts detailed in (Specify Exhibit or Attachment). OPTIONAL. LANGUAGE FOR OTHER PUBLIC ENTITIES REPLACES SECTION 11 AND 14 Insurance and Indemnification 11.1. Each party represents that it is self -funded or insured for liability insurance in accordance with § 768.28 Florida Statues. Each party assumes any and all risks of personal injury (including death) and property damages (including destruction) attributable to the negligent acts or omissions of its officers, employees, servants, and agents thereof in the performance of this Agreement. 11.2.. Nothing contained herein shall be construed or interpreted as a waiver of sovereign immunity of the State of Florida or of the County beyond the waiver provided in § 768.28 Florida Statues 12. Permits The Professional will obtain and pay for all necessary permits, permit application fees, licenses or any fees required. 13. Laws & Reputations The Professional will comply with all laws, ordinances, regulations, and building code requirements applicable to the work required by this agreement. The Professional is presumed to be familiar with all state and local laws, ordinances, code rules and regulations that may in any way affect the work outlined in this agreement. If the Professional is not familiar with state and local laws, ordinances, code rules and regulations, the Professional remains liable for any violation and all subsequent damages or fines. 14. Indemnification 14.1. The design professional agrees to indemnify and hold harmless the County, and its officers and employees, from liabilities, damages, losses, and costs, including, but not limited to, reasonable attorneys' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the design professional and other persons employed or utilized by the design professional in the performance of the contract. 14.2. Nothing contained herein shall constitute a waiver by the County of sovereign immunity or the provisions of §768.28, Florida Statutes. Furthermore, the parties agree that any duty of the County to indemnify or defend any entity under this contract is limited by the limits of liability set forth in §768.28, Florida Statutes. Specifically, the County shall not be liable to pay a claim or a judgment, based on a duty to indemnify or defend and arising out of this contract, which exceeds the sum of $100,000, or any claim or judgment, or portions thereof, which, when totaled with all other claims or judgments paid by the County arising out of the same incident or occurrence, exceeds the sum of $200,000. 15. Assignment of Interest Neither party will assignor transfer any interest in this agreement without prior written consent of the other party. 16. Successors and Assigns The County and Professional each bind the other and their respective successors and assigns in all respects to all of the terms, conditions, covenants, and provisions of this agreement 17. Independent Contractor In the performance of this agreement, the Professional is acting inthe capacity of an independent contractor and not as an agent, employee, partner, joint venturer, or associate of the County. The Professional is solely responsible for the means, method, technique, sequence, and procedure utilized by the Professional in the full performance of the agreement. 22 18. Collusion By signing this agreement, the Professional declares that this agreement is made without any previous understanding, agreement, or connections with any persons, professionals or corporations and that this agreement is fair, and made in good faith without any outside control, collusion, or fraud. 19, Conflict of Interest The Professional warrants that neither it nor any of its employees have any financial or personal interest that conflicts with the execution of this agreement. The Professional shall notify the County of any conflict of interest due to any other clients, contracts, or property interests. 20. Prohibition Against Contingent Fees The Professional warrants that he or she has not employed or retained any company or person, other than a bona fide employee working solely for the Professional to solicit or secure this agreement and that he or she has not paid or agreed to pay any person, company, corporation, individual, or firm, other than a bona fide employee working solely for the Professional any fee, commission, percentage, gift, or other consideration contingent upon or resulting from the award or making of this agreement. 21. Third Party Beneficiaries This agreement does not create any relationship with, or any rights in favor of, any third party. 22. Severabllity If any provision of this agreement is declared void by a court of law, all other provisions will remain in full force and effect 23. Non Waiver The failure of any party to exercise any right in this agreement shall not be considered a waiver of such tight. 24. Governing Law and Venue This agreement is governed in accordance with the laws of the State of Florida. Venue shall be in Alachua County. 25. Attachments All exhibits attached to this agreement are incorporated into and made part of this agreement by reference. 26. Amendments The parties may amend this agreement only by mutual written agreement of the parties. 27. Caotiions and Section Headings Captions and section headings used herein are for convenience only and shall not be used in construing this Agreement. 28. Construction This agreement shall not be construed more strictly against one party than against the other merely by virtue of the fact that it may have been prepared by one of the parties. It is recognized that both parties have substantially contributed to the preparation of this agreement. 29. Counterparts This agreement may be executed in any number of and by the different parties hereto on separate counterparts, each of which when so executed shall be deemed to be an original, and such counterparts shall together constitute but one and the same instrument. 30. Entire Agreement This agreement constitutes the entire agreement and supersedes all prior written or oral agreements, understandings, or representations. 23