11/20/2002 AgreementClerk dMe
CIMUR COUlt Danny L. a Phone: (305) 50
Clerk of the a Circuit Court FAX: (305) 295 -3665 -366 3
e -mail: phancock @monroe - c
MfflVAWrcium
TO: Timothy McGarry, Director
Growth Management Division
ATTN: Colleen Gardner
Executive Assistant
FROM: Pamela G. Hanc
Deputy Clerk ��
DATE: February 11, 2003
At the November 20, 2002, Board of County Commissioner's meeting the Board granted
approval and authorized execution of a Parks and Recreation Master Plan Preparation Agreement
for Professional Services between Monroe County and Wade -Trim, Inc. to prepare a Parks and
Recreation Master Plan for Monroe County.
Enclosed is a duplicate original, as well as an extra copy, of the above - mentioned for your
handling. Should you have any questions please feel free to contact our office.
cc: County Administrator w/o document
County Attorney
Finance
File J
MONROE COUNTY
MANAGEMENT EVALUATION OF PERMITTING SERVICES
AGREEMENT FOR PROFESSIONAL SERVICES
THIS AGREEMENT made and entered into this day of L&Vt/vi_�4e, 2002,
by and between the MONROE COUNTY BOARD OF COUNTY COMMISSIONERS,
Monroe County, Florida, referred as the "CLIENT ", and WADE -TRIM, INC. with offices
located at 4919 Memorial Highway, Suite 200, Tampa, Florida, 33634 hereinafter
referred to as the CONSULTANT.
WHEREAS, the CLIENT has determined that it is necessary, expedient, and to the best
interest of the CLIENT to retain a CONSULTANT to render and perform consulting and
other professional services in connection with providing technical assistance to Monroe
County in the preparation of a Parks and Recreation Master Plan.
WHEREAS, THE CLIENT desires to engage the CONSULTANT on a contract basis, for
work assignments, as per the authorization procedures hereinafter set forth.
NOW, THEREFORE, the parties hereto do mutually agree as follows:
SECTION 1. EMPLOYMENT OF THE CONSULTANT
The CLIENT hereby engages the CONSULTANT and the CONSULTANT agrees to
perform services hereinafter described.
SECTION 2. SCOPE OF SERVICES
The CONSULTANT shall do, perform and carry out in a professional and proper manner
certain duties as described in the Scope of Services — Exhibit "A" — which is attached
hereto and made a part of this agreement.
SECTION 3. CLIENT'S RESPONSIBILITIES
The CLIENT shall complete the following in a timely manner so as not to delay the
services of the CONSULTANT:
3.1 Provide all best available data and base maps as to the CLIENT's requirements
for Work Assignments. Designate in writing a person with authority to act on the
CLIENT's behalf on all matters concerning the Work Assignment.
3.2 Furnish to the CONSULTANT all existing plans, studies, reports, and other
available data pertinent to the work, and obtain or provide additional reports and
data as required by the CONSULTANT. The CONSULTANT shall be entitled to
use and rely upon such information and services provided by the CLIENT or
others in performing the CONSULTANT's services.
Page 1 of 1
3.3 Arrange for access to and make all provisions for the CONSULTANT to enter
upon public and private property as reasonably required, and legally allowed, for
the CONSULTANT to perform services hereunder. Any obstruction to such
access by private property owners shall not constitute a basis for waiver of any
other required entries on to public and private property, nor shall it provide a
basis for termination of the contract. In the event that such access is so
obstructed, CONSULTANT and CLIENT shall work together to resolve the
difficulty in a timely manner.
3.4 Perform such other functions as are indicated in Exhibit "A" including but not
limited to scheduling all meetings, work sessions, and hearings associated with
the performance of the CONSULTANT's work, including preparation of minutes
and records.
SECTION 4. TIME OF COMPLETION
The services to be rendered by the CONSULTANT for each individual work order
request shall be commenced upon written notice from the CLIENT and the work shall be
completed in accordance with the schedule mutually agreed to by the CLIENT and
CONSULTANT, unless it shall be modified in a signed document, by the mutual consent
of the CLIENT and CONSULTANT. Subsequent services shall be performed in
accordance with schedules of performance which shall be mutually agreed to by
CLIENT and CONSULTANT.
SECTION 5. COMPENSATION
5.1 The maximum compensation available to the CONSULTANT under this
agreement is $99,970. The CLIENT agrees to pay the CONSULTANT on the
lump sum basis for the successful completion of work tasks in accordance with
the Compensation Schedule - Exhibit "13% which is attached hereto and made part
of this agreement . Should there be any reimbursable expense request and
should there be any disagreement on these, any disagreement regarding which
items are reimbursable shall be submitted to the County Clerk for determination
and whose decision shall be final.
5.2 The hourly billing rates of the CONSULTANT, expected to include virtually all
costs including travel, used in calculating the compensation due are:
Position
Rate
Principal
181.52
Project Manager
113.45
Client Manager
170.17
Project Planner
85.09
Landscape Architect 1
136.14
Page 2 of 2
Landscape Architect 2
90.76
Planner
51.05
Planning Tech.
51.05
Graphics
68.07
Accounting
90.76
SECTION 6. PAYMENT TO CONSULTANT
6.1 CONSULTANT shall submit monthly invoices and progress reports for services
rendered on each individual work task being performed by the CONSULTANT.
The CLIENT shall make payments in response to CONSULTANT's invoices
within forty -five (45) days of the invoice date.
6.2 If the CLIENT fails to make any payment due to the CONSULTANT for services
and expenses within forty -five (45) days after the invoice dates, the
CONSULTANT may, after giving seven (7) days written notice to the CLIENT,
suspend services until the CONSULTANT has been paid in full all amounts due
for services.
SECTION 7. AUTHORIZATION OF WORK ASSIGNMENTS
7.1 All work assignments beyond or in addition to EXHIBIT "A" shall be authorized in
a signed document in accordance with the CLIENT's policy prior to any work
being conducted by the CONSULTANT.
7.2 Additional authorizations may contain additional instructions or provisions
specific to the authorized work for the purpose of clarifying certain aspects of this
Agreement pertinent to the work to be undertaken. Such supplemental
instruction or provisions shall not be construed as a modification of this
Agreement. Authorizations shall be dated and serially numbered.
SECTION 8. COST CONTROL
8.1 Opinions of probable construction cost, financial evaluations, and feasibility
studies prepared by the CONSULTANT under the Work Assignment will be
made on the basis of the CONSULTANT's best judgment as an experienced and
qualified professional. It is recognized, however, that the CONSULTANT does
not have control over the cost of labor, material, equipment, or services furnished
by others over market conditions or contractor's methods of determining their
prices, and that any utilitarian evaluation of any facility to be constructed or work
to be performed on the basis of the Work Assignment must be of necessity
speculative. Accordingly, the CONSULTANT does not guarantee that proposals,
bids, or actual costs will not vary from opinions, evaluations, or studies submitted
by the CONSULTANT to the CLIENT thereunder.
Page 3 of 3
SECTION 9. NOTICES
All notices, requests and authorizations provided for herein shall be in a signed
document and shall be delivered or mailed to the addresses as follows:
To the CLIENT: Monroe County Board of County Commissioners
c/o Monroe County Growth Management Division
2798 Overseas Highway, Suite 410
Marathon, Florida 33050
Attention: Division Director
To the CONSULTANT: David B. Gildersleeve
Wade -Trim, Inc.
4919 Memorial Highway, Suite 200
Tampa, Florida 33634
or addressed to either party at such other addresses as such party shall hereinafter
furnish to the other party in writing. Each such notice, request, or authorization shall be
deemed to have been duly given when so delivered, or, if mailed, when deposited in the
mails, registered, postage paid.
SECTION 10. GENERAL CONDITIONS
10.1 All documents created or prepared by CONSULTANT and which are necessary
for the fulfillment of this agreement, including reproducible copies of original
drawings estimates, specifications, field notes, and data are and remain in the
property of the CLIENT. In the event the CLIENT uses said documents on any
projects not covered in this contract, it shall indemnify and save harmless
CONSULTANT from all damages, including legal fees and costs, resulting from
the reuse of said documents.
10.2 This Agreement may be terminated by either party with or without cause by thirty
(30) days written notice to the other party. In the event of any termination, the
CONSULTANT will be paid for all services rendered and reimbursable expenses
incurred to date of termination. The CLIENT will receive all work product
performed, in whatever manner, as of the date of termination.
10.3 The CLIENT and CONSULTANT each is hereby bound and the partners,
successors, executors, administrators, and legal representatives of the CLIENT
and CONSULTANT are hereby bound to the other party of this Agreement and to
the partners, successors, executors, administrators, and legal representative
(and said assigns) of such other party, in respect of all covenants, agreements,
and obligations of this agreement.
Page 4 of 4
10.4 The CONSULTANT shall not assign, sublet or transfer any rights under or
interest in (including, but without limitations, moneys that may become due or
moneys that are due) this agreement or subsequent Work Assignment without
the written consent of the CLIENT, except to the extent that any assignment,
subletting, or transfer is mandated by law or the effect of this limitation may be
restricted by law. Unless specifically stated to the contrary in any written consent
to any assignment, no assignment will release or discharge the assignor from
any duty or responsibility under this agreement.
10.5 Nothing under this agreement shall be construed to give any rights or benefits in
this agreement to anyone other than the CLIENT and CONSULTANT, and all
duties and responsibilities undertaken pursuant to this agreement will be for the
sole and exclusive benefit of the CLIENT and CONSULTANT and not for the
benefit of any other party.
10.6 Nothing in this agreement should be read as modifying the applicable statue of
limitations. The waiver of the breach of any obligation of this agreement does not
waive another breach of that or any other obligation.
10.7 No member, officer, or employee of the CLIENT during his tenure or for two
years hereafter shall have any interest, direct or indirect, in this contract or the
proceeds thereof. This aforegoing statement shall be inserted in any
subcontract.
10.8 The CONSULTANT warrants that it has not employed, retained or otherwise had
act on its behalf any former County officer or employee subject to the prohibition
of Section 2 of Ordinance No. 010 -1990 or any County officer or employee in
violation of Section 3 of Ordinance No. 020 -1990. For breach or violation of this
provision the CLIENT may, in its discretion, terminate this agreement without
liability and may also, In its discretion, deduct from the agreement or purchase
price, or otherwise recover the full amount of any fee, commission, percentage,
gift, or consideration paid to the former County officer or employee.
10.9 This Agreement constitutes the entire agreement between CLIENT and
CONSULTANT and supersedes all prior written or oral understandings. This
agreement may only be amended, supplemented, modified, or canceled by a
written instrument duly executed by the Monroe County Board of County
Commissioners and the CONSULTANT, provided that the scope of services may
be modified by a written agreement executed by the County Administrator or his
designee and CONSULTANT, consistent with Section 10 of this agreement.
10.10 CONSULTANT warrants that it has not employed or retained any company or
person, other than a bona fide employee working solely for the CONSULTANT to
solicit or secure this agreement and that he has not paid or agreed to pay any
person, company, corporation, individual, or firm, other than a bona fide
employee working solely for the CONSULTANT any fee, commission,
Page 5 of 5
percentage, gift, or any other consideration contingent upon or resulting from the
award or making of this agreement.
10.11 In the carrying out of this agreement, the CONSULTANT will not discriminate
against any employee or applicant for employment because of sex, race, creed,
color or national origin. In carrying out this agreement, the CONSULTANT will
take affirmative action to ensure that applicants are employed, and that
employees are treated during employment without regard to their sex, race,
creed, color, or national origin. Such action shall include but not be limited to, the
following: Upgrading, demotion or transfer; recruitment or recruitment advertising;
layoff of termination; rates of any or other forms of compensation; and selection
for training, including apprenticeship. The CONSULTANT agrees to post in
conspicuous places, available to employees and applicants for employment,
such notices as may be provided by the CLIENT setting forth the provisions of
this non - discrimination clause.
10.13 This agreement shall be governed by the Laws of the State of Florida. Venue for
any litigation arising under this agreement must be in Monroe County, Florida.
SECTION 11. INDEMNIFICATION
The CONSULTANT does hereby consent and agree to indemnify and hold harmless the
County, its Mayor, the Board of County Commissioners, appointed Boards and
Commissions, Officers, and the Employees, and any other agents, individually and
collectively, from all fines, suits, claims, demands, actions, costs, obligations, attorneys
fees, or liability of any kind arising out of the negligent actions of the CONSULTANT or
substantial and unnecessary delay caused by the willful nonperformance of the
CONSULTANT. The amount and type of insurance coverage requirements set forth
hereunder shall in no way be construed as limiting the scope of indemnity set forth in
this paragraph. The CLIENT does hereby covenant and agree to indemnify and save
harmless the CONSULTANT from any fines, suits, claims, demands, actions, costs
obligations, attorney fees, or liability of any kind resulting from a negligent act or
omission by the County, it's Mayor, the Board of County Commissioners, appointed
Boards and Commissions, Officers, and Employees, individually and collectively under
the provisions and up to the limits of liability as stated in section 768.28 F.S. Further the
CONSULTANT agrees to defend and pay all legal costs attendant to acts attributable to
the sole negligent act of the CONSULTANT.
At all times and for all purposes hereunder, the CONSULTANT is an independent
contractor and not an employee of the Board of County Commissioners. No statement
contained in this agreement shall be construed so as to find the CONSULTANT or any
of his /her employees, contractors, servants or agents to be employees of the Board of
County Commissioners for Monroe County. As an independent contractor the
CONSULTANT shall provide independent, professional judgment and comply with all
Page 6 of 6
federal, state, and local statutes, ordinances, rules and regulations applicable to the
services to be provided.
The CONSULTANT shall be responsible for the completeness and accuracy of its work,
plan, supporting data, and other documents prepared or compiled under its obligation
for this project, and shall correct at its expense all significant errors or omissions therein
which may be disclosed. The cost of the work necessary to correct those errors
attributable to the CONSULTANT and any damage incurred by the CLIENT as a result
of additional costs caused by such errors shall be chargeable to the CONSULTANT.
This provision shall not apply to any maps, official records, contracts, or other data that
may be provided by the County or other public or semi - public agencies.
The CONSULTANT agrees that no charges or claims for damages shall be made by it
for any delays or hindrances attributable to the CLIENT during the progress of any
portion of the services specified in this contract. Such delays or hindrances, if any, shall
be compensated for by the County by an extension of time for a reasonable period for
the CONSULTANT to complete the work schedule. Such an agreement shall be made
between the parties.
SECTION 12. INSURANCE POLICIES
The CONSULTANT shall procure and maintain the insurance required in Exhibit "C ".
Exhibit "C" is attached and made a part of this agreement.
IN WITNESS WHEREOF, the lI , p�arties hereto have caused these presents to be
�l
uted on the Z "Ot day of n-w--&h ,2002.
�.. + BOARD OF COUNTY COMMISSIONERS
_ �1 ' NNY L. KOLHAGE, CLERK OF MONROE COUNTY, FLORIDA
By
t►- eputy Clerk Mayor /Chairman
(CORPORATE SEAL)
ATTEST:
BY �� - By_
Proje& Manager
Wade -Trim, Inc.
Page 7of7
Executive
ent
�.�/�►� -•i� jay
EXHIBIT "A"
SCOPE OF SERVICES
Task 1 - Development of a Mission Statement
In order to maximize the success of the Parks and Recreation Master Plan for Monroe
County, a Steering Committee will be appointed by the County to direct and review the
products of the master planning process. The Steering Committee will be comprised of
Monroe County Staff members and other representatives from various organizations as
deemed appropriate by the County. It is recommended that the Chair of the Steering
Committee be the Director of Growth Management or his designee.
The Steering Committee will develop the Mission Statement for the Master Plan. The
Master Plan Mission Statement should be a focal point, which galvanizes and energizes
the County and its citizenry around a common purpose.
A meeting will be conducted with the Steering Committee to discuss and recognize the
common interests and goals of the stakeholders in the provision and utilization of park
and recreation services in Monroe County. Wade -Trim will use a proven interactive
process during this workshop.
The workshop will focus on developing a Mission Statement, which will encompass the
range of facilities and clientele as well as identify the purpose of the Master Plan. The
Mission Statement will be flexible and provide guidance to decision - makers through final
implementation of the Master Plan.
The workshop will clarify the following:
• Time -Frame of the Master Plan
• Define Recreation Facilities which will be Included
• Define Layout of the Master Plan
• Use and Needs of the GIS and Computerized Data Base
• Sources and Format of Existing Available Data
• Confirm User Survey Approach and Requirements
• Define Format and Use of Executive Summary Document
Wade -Trim will prepare the agenda and provide all materials for the workshop. Monroe
County will be responsible for providing a location for the workshop and for sending
notice or invitation to the workshop participants.
Deliverable: Summary notes (hard and digital copy) from Steering Committee Meeting.
Page 8 of 8
Task 2 - Inventory of Existing Facilities
Wade -Trim will coordinate with representatives of the Monroe County Staff to obtain
information that identifies the existing park and recreation facilities within the County.
These facilities will include both those in unincorporated Monroe County and also within
the incorporated area. In addition, Wade -Trim with the assistance of Monroe County
Staff will identify and collect information regarding parks and recreation facilities
provided by public schools and the State and Federal governments located in Monroe
County.
Wade -Trim will work with the County's representatives to identify any possible data
gaps in identifying existing facilities and will use existing maps, the Comprehensive Plan
and other data sources to fill these data gaps.
In addition to existing public facilities identified, additional data will be developed which
will identify the non - public /semi - private recreation facilities that may or may not be
accessible to the general public, their location and the services they are currently
providing. Wade -Trim will use existing information available such as brochures or
Chamber of Commerce information to complete this task.
A Geographic Information System (GIS) will be used on the project to produce data
layers for the project. Wade -Trim will develop an existing park and recreation facility
data layer for Monroe County. This data will be developed using ArcView GIS software.
Wade -Trim will use existing County base map data and utilize all existing GIS data for
park and recreation facilities available through the County and other agencies. The
County will provide Wade -Trim the GIS information in a data format compatible with
ArcView (i.e. Shapefiles, Arc /Info E00 Files).
The information that will be mapped for each recreational facility will include:
• Location
• Type
• Amenities
• Programs /Events Offered
• Fee Structure
• Services Offered
• Proposed Improvements
• Staffing
• Level of Use
• Opportunities
• Constraints
Deliverable: Hard and digital copy of the Excel spreadsheet inventory of parks and
recreation facilities. ArcView shapefile of park locations and associated database
information.
Page 9 of 9
Task 3 - Existing Conditions Assessment
Wade -Trim will complete an existing condition assessment for each of the County park
and recreation facilities inventoried in Task 2. Wade -Trim will coordinate with County
staff to develop a uniform site assessment survey form, which will be applied, by Wade -
Trim staff to each public facility during a site visit. The site assessment survey will
include identifying visible signs of overused and crowded facilities.
Goals for facility assessments will be developed with staff as well as a ranking scale
used to assess the condition of the facilities during the survey process. The existing
condition assessment will include interviewing on -site staff and taking photographs of
each facility. We will also identify items for improvement and upgrading as well as an
overall rating of site maintenance.
Each survey along with site photographs will be cataloged and included if determined
appropriate in the final Master Plan report. Digital copies of the photographs will be
provided to link to the GIS database.
Targeted information gathered in this task will be mapped into the computerized
database.
Wade -Trim will provide the completed assessments and inventory to the Monroe
County Staff and the Steering Committee for their review and comment. Upon obtaining
the comments, Wade -Trim will finalize the assessments.
Deliverable: Hard and digital copies of park assessment forms.
Task 4 - Needs Assessment
Wade -Trim will develop a needs assessment for facilities and programs based on
standards per demographics and geographical considerations as well as reflecting on
the Mission Statement that was developed in Task 1. The needs assessment will
provide analysis of the short term (5 year) and long term (20 year) needs on a
countywide and sub -area level.
Wade -Trim will review current and projected permanent and seasonal population data
provided by the County to assess current and future needs including personnel
requirements, programming strategies, land acquisition costs, plan implementation
costs, partnership opportunities, recreational activities, service levels and identification
of publicly owned land for future park sites. In addition, the needs assessment will take
into account the abundant environmental resources and sensitivity of Monroe County.
Wade -Trim will meet with representatives of the Monroe County Growth Management
Department to identify and discuss ongoing planning efforts that have been completed,
are currently in process or anticipated that impact the long -term planning of parks and
recreation facilities within the County.
Page 10 of 10
Wade -Trim will meet with each member of the Monroe County Board of County
Commissioners and each member of the Parks and Recreation Advisory Board on an
individual basis to discuss their opinions and desires regarding the County's parks and
recreation system.
Additionally, Wade -Trim will individually meet with the County Administrator or his
representative to identify ongoing efforts that may effect the provision of parks and
recreation services in Monroe County.
Representatives of the Florida Department of Environmental Protection and the Florida
Department of Community Affairs will be interviewed by phone to discuss parks and
recreation opportunities in Monroe County and the relationship to State planning
initiatives in the County.
Recreation Survey
Wade -Trim will coordinate a random mail survey of 1,000 Monroe County residents to
address park service levels, adequacy and maintenance of park and recreation
facilities, price structures and future needs.
Wade -Trim will prepare the survey form, tabulate and analyze the results of the survey
responses. Monroe County will be responsible for copying and distributing the random
mail surveys in an appropriate manner. Survey techniques will be confirmed during the
Mission Statement Charette.
Public Workshops
Wade -Trim will conduct three (3) public workshops as part of the Needs Assessment.
One (1) workshop will be held in each of the following areas; the upper keys, the middle
keys, and the lower keys. The actual locations of the workshops will be determined
together with Monroe County. The purpose of these workshops is to obtain direct input
from users of the park and recreation system regarding facility and program uses and
needs. Wade -Trim will have extra copies of the recreation survey available at the
workshop, for participants that were unable to fill them out prior to the workshop or did
not receive a copy. The County will be responsible for reserving the public workshop
locations and advertising the workshop. Wade -Trim will provide all other workshop
material and information. Wade -Trim will compile the input received at these public
workshops for use in the development of the master plan.
Deliverable: Summary report of results of survey response analysis and input received
through the three (3) public workshops. Maps and tables identifying population
distribution and growth.
Page 11 of 11
Task 5 - Development of Recreation Standards
Based on information obtained from the surveys, and resource indicators such as
population distribution, historic recreational use, economic indicators, residents use,
tourist demand and use of local facilities, available recreational time and desire for
recreational activities, Wade -Trim will project the future use and needs of existing
facilities and the demand and general location of new facilities for on a countywide and
sub -area basis.
In order to project future demand and identify new recreation facility locations, Wade -
Trim will develop recreation facility and recreation activity guidelines appropriate for
Monroe County. These guidelines will be developed based on level -of- service (LOS)
standards from the County's Comprehensive Plan, the State of Florida Department of
Environmental Protection Office of Park Planning, the National Recreation and Parks
Association and other industry standard guideline references. Wade -Trim will use
established standards along with the resource indicators identified above to develop
specific standards for Monroe County.
Work Session
The Steering Committee will hold one (1) work session to review the proposed
guidelines and standards developed by Wade -Trim. Wade -Trim will facilitate the work
session and explain our recommendations to formulate and build consensus on the
proposed guidelines. The primary purpose of this work session is for the Steering
Committee to formulate and agree on the established standards and major elements of
the Master Plan.
Future demand and proposed facility locations will then be established reflecting County
guidelines. This will result in a map that can be overlaid on the existing facilities map to
determine the areas that will need additional park and recreation facilities as well as the
need for renovation of existing parks and recreation facilities.
Deliverable: Tables summarizing results of level -of- service analysis and maps hard and
digital copy) of proposed park locations and renovations.
Task 6 - Inventory of Funding Sources
Wade -Trim will identify potential funding sources for recreation facility development.
Wade -Trim will use FIND Grant software, which is a comprehensive data base of
Federal and State Grants and Funding Sources, to identify potential Federal and State
grants for funding the implementation of the Master Plan. Wade -Trim will identify
existing local and state recreational funding programs that may impact or provide
funding opportunities for the Master Plan project. Alternative funding considerations
(e.g. tax referendums, user fees, parking fees, MSTU's, bonding, etc.) will be
researched as appropriate for Monroe County. A review of the County's parks and
recreation impact fee will be provided to assess its appropriateness of mitigating the
Page 12 of 12
impact of new development on the County's parks and recreation system. The County
will provide Wade -Trim a copy of the currently adopted five -year asset management
plan, the currently adopted budget for the parks and recreation development, operation
and maintenance and a history of fees charged for each parks and recreation program.
Wade -Trim will identify alternative techniques for consideration by the County to raise
revenues to support existing and planned parks and recreation facilities.
As part of this Task, Wade -Trim will identify potential opportunities for public /private
partnerships to assist the County in the provision and maintenance of parks and
recreation facilities.
Deliverable: Summary report of existing and proposed funding opportunities.
Task 7 - Recommendations
Wade -Trim will combine the information gathered through previous tasks and develop a
listing of needs for the short term (5 year) and long term (20 year) time frame. As part
of this task, Wade -Trim will assign general operation and maintenance costs to
proposed projects as well as development costs for facilities or improvements needed to
meet the accepted Level of Service guidelines.
In addition, Wade -Trim will provide recommendations for potential revisions to the
County's Land Development Regulations and Comprehensive Plan to implement the
recommendations of the Master Plan.
Work Session
A work session will be held to review the needs assessment and the initial prioritization
and recommendations developed. Wade -Trim will facilitate the Steering Committee
working with the initial recommendations to formulate and build consensus on these
items.
The primary purpose of this meeting is for the Steering Committee to agree on the
application of the established standards and major elements of the Master Plan.
Deliverable: Summary report of recommendations.
Task 8 - Capital Improvement Program Development
Wade -Trim will prepare a Capital Improvement Program (CIP) for park and recreation
facilities. The CIP will include prioritization for plan implementation and will identify
improvements to existing park and recreation facilities as well as new park and
recreational facilities for the short term (5 year) and long term (20 year) time frame both
countywide and in sub - areas. The County will provide Wade -Trim a five -year projection
of existing revenue sources to be used in developing the CIP.
Page 13 of 13
Deliverable: Hard and digital copy of proposed five -year Capital Improvement
Task 9 - Master Plan Compilation
Wade -Trim will incorporate the information gathered, and comments from the public
workshops and Steering Committee work sessions into a draft Master Plan documents.
The draft Master Plan document will be distributed to the Steering Committee, County
staff, and the Parks and Recreation Advisory Board for comment. Once the draft
Master Plan has been reviewed and comments provided to Wade -Trim, Wade -Trim will
finalize the Master Plan for presentation to the Parks and Recreation Advisory Board,
Monroe County Planning Commission and Board of County Commissioners.
Wade -Trim will present the final Master Plan to the Parks and Recreation Advisory
Board, Monroe County Planning Commission, and the Board of County
Commissioners..
Deliverable: 30 copies of the final Master Plan document as well as a digital submittal.
Task 10 - Executive Summary
Wade -Trim will develop a one (1) page Executive Summary of the Master Plan in an
easy to read public information brochure format for promotional use. A project logo will
be created for this and other promotions as needed.
Deliverable: One (1) camera ready copy of the Executive Summary document will be
provided as well as a digital submittal
Task 11 - Project Reporting
Wade -Trim will provide a brief progress report to the Growth Management Director each
month during the development of this Master Plan.
Project information will be provided to Monroe County, in electronic format, at major
milestones of the project for posting on the County's internet website for public access.
Meetings will be held with County staff and /or the Steering Committee based on critical
points in the development of the Master Plan. Critical meeting points are identified in
each Task for this Master Plan.
Deliverable: Monthly progress reporting along with invoicing.
Page 14 of 14
EXHIBIT "B"
COMPENSATION SCHEDULE
Task
Amount ($)
1. Development of Mission Statement
2,690.00
2. Inventory of Existing Facilities
3,900.00
3. Existing Conditions Assessment
8,010.00
4. Needs Assessment
29,680.00
5. Development of Recreation Standards 6,330.00
6. Inventory of Funding Sources 7,640.00
7. Recommendations 9,870.00
8. Capital Improvement Program Development 7,100.00
9. Master Plan Compilation 20,170.00
10. Executive Summary 3,140.00
11. Project Reporting 1,440.00
Total Project Fee 99,970.00
Page 15 of 15
EXHIBIT "C"
RISK MANAGEMENT
POLICY AND PROCEDURES
CONTRACT ADMINISTRATION
MANUAL
General Insurance Requirements
for
Other Contractors and Subcontractors
As a pre- requisite of the work governed, or the goods supplied under this contract
(including the pre- staging of personnel and material), the Contractor shall obtain, at
his /her own expense, insurance as specified in any attached schedules, which are
made part of this contract. The Contractor will ensure that the insurance obtained will
extend protection to all Subcontractors engaged by the Contractor. As an alternative,
the Contractor may require all Subcontractors to obtain insurance consistent with the
attached schedules.
The Contractor will not be permitted to commence work governed by this contract
(including pre- staging of personnel and material) until satisfactory evidence of the
required insurance has been furnished to the County as specified below. Delays in the
commencement of work, resulting from the failure of the Contractor to provide
satisfactory evidence of the required insurance, shall not extend deadlines specified in
this contract and any penalties and failure to perform assessments shall be imposed as
if the work commenced on the specified date and time, except for the Contractor's
failure to provide satisfactory evidence.
The Contractor shall maintain the required insurance throughout the entire term of this
contract and any extensions specified in the attached schedules. Failure to comply with
this provision may result in the immediate suspension of all work until the required
insurance has been reinstated or replaced. Delays in the completion of work resulting
from the failure of the Contractor to maintain the required insurance shall not extend
deadlines specified in this contract and any penalties and failure to perform
assessments shall be imposed as if the work had not been suspended, except for the
Contractor's failure to maintain the required insurance.
The Contractor shall provide, to the County, as satisfactory evidence of the required
insurance, either:
• Certificate of Insurance
or
• A Certified copy of the actual insurance policy.
Page 16 of 16
The County, at its sole option, has the right to request a certified copy of any or all
insurance policies required by this contract.
All insurance policies must specify that they are not subject to cancellation, non -
renewal, material change, or reduction in coverage unless a minimum of thirty (30) days
prior notification is given to the County by the insurer.
The acceptance and /or approval of the Contractor's insurance shall not be construed as
relieving the Contractor from any liability or obligation assumed under this contract or
imposed by law. The Monroe County Board of County Commissioners, its employees
and officials will be included as "Additional Insured" on all policies, except for Workers'
Compensation.
Any deviations from this General Insurance Requirements must be requested in writing
on the County prepared form entitled "Request for Waiver of Insurance
Requirements" and approved by Monroe County Risk Management.
Page 17 of 17
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
WADE -TRIM, INC.
Prior to the commencement of work governed by this contract, the Contractor shall
obtain General Liability Insurance. Coverage shall be maintained throughout the life of
the contract and include, as a minimum:
• Premises Operations
• Bodily Injury Liability
• Expanded Definition of Property Damage
The minimum limits acceptable shall be:
$500,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$250,000 per Person
$500,000 per Occurrence
$ 50,000 Property Damage
An Occurrence Form policy is preferred. If coverage is provided on a Claims Made
policy, its provisions should include coverage for claims filed on or after the effective
date of this contract. In addition, the period for which claims may be reported should
extend for a minimum of twelve (12) months following the acceptance of work by the
County.
The Monroe County Board of County Commissioners shall be named as Additional
Insured on all policies issued to satisfy the above requirements.
Page 18 of 18
VEHICLE LIABILITY
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
WADE -TRIM, INC.
Recognizing that the work governed by this contract requires the use of vehicles, the
Contractor, prior to the commencement of work, shall obtain Vehicle Liability Insurance.
Coverage shall be maintained throughout the life of the contract and include, as a
minimum, liability coverage for:
• Owned, Non - Owned, and Hired Vehicles
The minimum limits acceptable shall be:
$300,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$100,000 per Person
$300,000 per Occurrence
$50,000 Property Damage
The Monroe County Board of County Commissioners shall be named as Additional
Insured on all policies issued to satisfy the above requirements.
Page 19 of 19
WORKERS' COMPENSATION
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
WADE -TRIM, INC.
Prior to the commencement of work governed by this contract, the Contractor shall
obtain Workers' Compensation Insurance with limits sufficient to respond to the
applicable state statues.
In addition, the Contractor shall obtain Employers' Liability Insurance with limits of not
less than:
$500,000 Bodily Injury by Accident
$500,000 Bodily Injury by Disease, policy limits
$500,000 Bodily Injury by Disease, each employee
Coverage shall be maintained throughout the entire term of the contract.
Coverage shall be provided by a company or companies authorized to transact
business in the state of Florida.
If the Contractor has been approved by the Florida's Department of Labor, as an
authorized self- insurer, the County shall recognize and honor the Contractor's status.
The Contractor may be required to submit a Letter of Authorization issued by the
Department of Labor and a Certificate of Insurance, providing details on the
Contractor's Excess Insurance Program.
If the Contractor participates in a self- insurance fund, a Certificate of Insurance will be
required. In addition, the Contractor may be required to submit updated financial
statements from the fund upon request from the County.
Page 20 of 20
PUBLIC ENTITY CRIME STATEMENT
"A person or affiliate who has been placed on the convicted vendor list
following a conviction for 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 public entity, may not be awarded or perform work as a
contractor, supplier, subcontractor, or consultant under a contract with any
public entity, and may not transact business with any public entity in excess
of the threshold amount provided in Section 287.017, for CATEGORY TWO
for a period of 36 months from the date of being placed on the convicted
vendor list."
Page 21 of 21
ACORD CERTIFICATE OF LIABILITY INSURANCE D OP ET J
WAET -8
DATE(MM/DD/YY
02/05/0
PRODUCER
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
Professional Underwriters, Inc
P.O. Box 3139
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
POLICY MM/DD� N
LIMITS
Farmington Hills, MI 48333
Phone : 24 8 - 8 55 - 3 3 22
INSURERS AFFORDING COVERAGE
NAIC #
INSURED
INSURERA: American Motorists Insuranc
EACH OCCURRENCE
INSURER B: Lumbermens Mutual Casualty C o.
PREMISES(Eaocc cMc.) -
$1,00
INSURER C: Star Insurance Company
$ 10,000
Wade - Trim, Inc.
4919 Memorial Hwy., Suite 200
Tampa, FL 33634
INSURER D: CNA Insurance Company
INSURER E:
GENERAL AGGREGATE
rnvcoer_Fc
v THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
IRS
LTR
NSR
TYPE OF INSURANCE
POLICY NUMBER
DATEYMWDD/YY
POLICY MM/DD� N
LIMITS
A
X
GENERAL LIABILITY
X COMMERCIAL GENERAL LIABILITY
CLAIMS MADE X❑ OCCUR
3MG 788180
10/01/02
10/01/03
EACH OCCURRENCE
$ 1,0
PREMISES(Eaocc cMc.) -
$1,00
MED EXP (Any one person)
$ 10,000
PERSONAL & ADV INJURY
$ 1,000,000
GENERAL AGGREGATE
$ 2,000,000
GENT AGGREGATE LIMIT APPLIES PER:
POLICY X PRO ECT LOC
J
PRODUCTS - COMP /OP AGG
$ 2
B
X
AUTOMOBILE
LIABILITY
ANY AUTO
ALL OWNED AUTOS
SCHEDULED AUTOS
HIRED AUTOS
NON -OWNED AUTOS
F3D 038281
AP� }
BY
10/01./02
�
MAPf EM €N
,
'
U (Per
10/01/03
COMBINED SINGLE LIMIT
(Ea accident)
$ 1,000,000
X
BODILY INJURY
(Per person)
$
BODILY INJURY
(Per accident)
$
PROPERTY DAMAGE
accident)
$
GARAGE
LIABILITY
ANY AUTO
t
WAIVER Nf �
YES,
AUTO ONLY - EA ACCIDENT
$
OTHER THAN EA ACC
AUTO ONLY: AGG
$
$
$
EXCESS /UMBRELLA LIABILITY
X OCCUR F_I CLAIMSMADE
DEDUCTIBLE
RETENTION $
3SX 124575
10/01/02
10/01/03
EACH OCCURRENCE
$ 14,0 00,000
AGGREGATE
$14,000,000
$
$
C
WORKERS COMPENSATION AND
EMPLOYERS' LIABILITY
ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
If yes, describe under
SPECIAL PROVISIONS below
0156634
10/01/02
10/01/03
X TORY LIMITS ER
E.L. EACH ACCIDENT
$ 500,000
E.L. DISEASE - EA EMPLOYEE
$ 500,000
E.L. DISEASE - POLICY LIMIT
$ 500,000
D
OTHER
ARCH /ENG PROF LIAB
CLAIMS MADE BASIS
AEA 1333326027
DZD. AS STATED ON POLICY
10/01/02
10/01/03
EA. CLAIM 10,000,000
AGGREGATE 15,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS
Project: Monroe County Parks & Recreation Master Plan. Monroe County Board
of Commissioners is named as Additional Insured with respect to the General
Liability and Auto Liability.
CERTIFICATE HOLDER CANCELLATION
Monroe County Board of County
Commissioners.
c/o Monroe County Growth Mgt.
2798 Overseas Highway Ste 410
Marathon, FL 33050
ACORD 25 (2001/08)
momocL. I SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL
IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON TTHE ISURER, ITS AGENTS OR
REPRESENTATIVES. N A \\
,UTHORIZED REPRESENTATIVE
Robert L. Coleman
988