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Item I6BOARD OF COUNTY COMMISSIONERS AGENDA ITEM SUMMARY Meeting Date: September 21, 2012 Division: Growth Management Bulls Item: Yes _ No X Department: Planning & Environmental Resource Staff Contact Person: Christine Hurlev Michael Roberts (305) 289-2500 (305)_289- 2502 AGENDA ITEM WORDING: Discussion regarding issuing a Request for Proposals for a contractor to provide In Lieu Fee (ILF) compensatory mitigation for wetland impacts in the Keys in accordance with Federal mitigation guidelines and to establish a Regional Offsite Mitigation Area (ROMA) to meet State mitigation requirements. ITEM BACKGROUND: In January, 2012 the BOCC directed staff to prepare a RFP seeking professional services to prepare the necessary documentation and provide the required services to permit and operate an In - Lieu Fee (ILF) mitigation program to provide compensatory mitigation for wetland impacts in the Florida Keys. This request was initiated as a result of requests from the U.S. Army Corps of Engineers (Corps) and the South Florida Water Management District for the County to evaluate mitigation options to potentially replace, or sponsor, the Keys Environmental Restoration Fund (KERF). Staff has prepared the RFP, however we have been notified by the Corps that Audubon of Florida has elected to end their management of KERF and that a non- profit group (Coastal Resources Group (CRG)) has approached the Corps to discuss assuming the management and operation of the Fund. The Corps has indicated that CRG has the professional expertise to operate the mitigation program and the Corps intends to work with this group to facilitate their adoption of the program. CRG has indicated that they intent to submit the outstanding documentation (referred to as the Prospectus) required to demonstrate compliance with the Federal mitigation guidelines by the end of September. The Corps has requested Environmental Resources staff to participate on the Inter -agency Review Team (MT) for the review and approval of the Prospectus and staff has agreed to participate. The Corps has assured Monroe County that it is their intention to work with CRG in hopes that the Fund can be assumed and can continue to provide mitigation opportunities to the residents of Monroe County. They have further assured us that it is their intent to facilitate the review of CRGs prospectus to ensure that there will not be a gap where mitigation is not available. While this addresses the availability of federally required mitigation, it would not address mitigation needs for impacts requiring mitigation by the Florida Department of Environmental Protection or the South Florida Water Management District. In short — this would meet the mitigation requirements for boat docks on canals (which do not require FDEP permits), but not for docks or homes that did require an FDEP or SFWMD permit. In order to provide for State required mitigation, it would still be necessary to prepare a Memorandum of Agreement with the SFWMD to establish a Regional Off -site Mitigation Area (ROMA). PREVIOUS RELEVANT COMMISSION ACTION: Direction to prepare RFP — January 21, 2012 CONTRACT/AGREEMENT CHANGES: N/A STAFF RECOMMENDATION: Staff recommends that the advertisement for the RFP for professional services be delayed until the Corps and IRT have evaluated the Prospectus from CRG and determined whether or not they meet the requirements of the Federal mitigation guidelines. TOTAL COST: INDIRECT COST: BUDGETED: Yes No N/A COST TO COUNTY: N/A SOURCE OF FUNDS: N/A REVENUE PRODUCING: Yes No N/A AMOUNT PER MONTH: N/A Year APPROVED BY: County Attorney OMB / Purchasing Risk Management DOCUMENTATION: Included X Not Required DISPOSITION: AGENDA ITEM 9 County of Monroe Growth Management Division Department of Environmental Resources Suite #420 2798 Overseas Highway Marathon FL 33050 Voice: (305) 289-2500 FAX: (305) 289-2536 We strive to be caring, professional and fair MEMORANDUM DATE: JULY 17, 2012 TO: CHRISTINE HURLEY FROM: MIKE ROBERTS Board of County Commissioners Mayor David Rice, Dist., 4 Mayor Pro Tern Kim Wigington, Dist. 1 Heather Carruthers, Dist. 3 George Neugent, Dist. 2 Sylvia J. Murphy, Dist. 5 SUBJECT: KEYS ENVIRONMENTAL RESTORATION FUND (KERF) AND WETLAND MITIGATION OPTIONS FOR MONROE COUNTY As you will recall, at the January 20, 2012 meeting, the Board of County Commissioners directed staff to proceed with the preparation of an RFP/SOQ for a Consultant to prepare permit documents and provide mitigation services for wetland restoration and/or enhancement in accordance with Alternative Number 4: "County MOA and ILF includes a 3rd Party Mitigation Provider KERF or other TBD ". Staff has prepared the draft RFP, however since the meeting date Monroe County has been advised by the U.S. Army Corps of Engineers and the Florida Audubon Society that Audubon has no further interest in maintaining the Keys Environmental Trust Fund (KERF) and that they will not seek to extend the fund beyond the expiration date of July 2013. In addition, Staff has been informed that Coastal Resources Group, Inc. (CRG) has entered into discussions with Audubon to develop a plan whereby CRG would assume the management of the Fund, bring the Fund into compliance with the Federal ILF requirements and continue to provide mitigation for Federally regulated wetland impacts in the Keys. This would address the Federal mitigation issue, but would not address mitigation needs for impacts requiring mitigation by the Florida Department of Environmental Protection or the South Florida Water Management District. In short — this would meet the mitigation requirements for boat docks on canals (which do not require FDEP permits), but not for docks, seawalls or homes that did require an FDEP or SFWMD permit. In order to provide for State required mitigation, it would still be necessary to prepare a Memorandum of Agreement with the SFWMD to establish a Regional Off -site Mitigation Area (ROMA). Based on the information provided by CRG, it appears that the County may be able to work directly with CRG in their pursuit of a ROMA. This would necessitate some funding by the County, but would likely provide considerable savings over the originally approved budget of $170,000 MONROE COUNTY, FLORIDA REQUEST FOR PROPOSALS FOR GIONAL OFFSITE MITIGATION AREA (ROMA) MEMORANDUM OF AGREEMENT (MOA) AND IN -LIEU FEE (ILF) INSTRUMENT RFP # GMD-###-###-2012-PUR/CV BOARD OF COUNTY COMMISSIONERS Mayor, David Rice, District 4 Mayor Pro Tem, Kim Wigington, District 1 Heather Carruthers, District 3 George Neugent, District 2 Sylvia Murphy, District 5 COUNTY ADMINISTRATOR GROWTH MANAGEMENT DIRECTOR ROMAN GASTESI CHRISTINE HURLEY April 20, 2012 Prepared By: ENVIRONMENTAL RESOURCES SENIOR ADMINISTRATOR MICHAEL ROBERTS W:\GROWTH MANAGEMENTWCC\GMD Agenda Items\2012\September 21, 2012\Permission to advertise mitigation rfp\draft roma ilf rfp.docx 5/21/2012 4:27 PM SECTION ONE: INSTRUCTION TO RESPONDENTS 1.01 GENERAL DESCRIPTION OF SERVICES The Board of County Commissioners of Monroe County, Florida, (hereinafter "County") is seeking proposals from respondents (hereinafter "Contractor" or "Organization" or "Respondent") to provide consulting and ecosystem restoration services for the preparation of a Memorandum of Agreement (MOA) between Monroe County and the South Florida Water Management District (SFWMD) for the creation of a Regional Offsite Mitigation Area (ROMA) and the preparation of an In -Lieu Fee mitigation Instrument through the U.S. Army Corps of Engineers to provide mitigation for wetland impacts throughout the Florida Keys. Respondents may submit proposals offering to: 1) Provide the above Consulting services in order to finalize SFWMD/ACOE approvals for Florida Audubon's Keys Environmental Restoration Fund (KERF) or, 2) Design, permit and operate regional off -site mitigation areas in the Florida Keys under an approved ROMA/MOA and In -Lieu Fee instrument 1.02 OBJECTIVE OF THE REQUEST FOR PROPOSALS In 1981 an Environmental Mitigation Trust Fund was established as a result of a Federal case involving wetland impacts. The Fund is administered by the Audubon Society and overseen by the U.S. Army Corps of Engineers (ACOE). This Fund is known as the Keys Environmental Restoration Fund (KERF) and payment to KERF by permit applicants has been accepted by the ACOE and the Florida Department of Environmental Protection (DEP) as mitigation for wetland impacts associated with land development activities, including docks and seawalls. KERF was informed by the ACOE that it does not meet the minimum criteria contained in the Final Compensatory Mitigation Regulations and it must meet the standards provided in the regulations by June of 2013 in order to continue to provide mitigation for development in conjunction with ACOE dredge and fill permits. FDEP and the SFWMD have also stated that KERF must come into compliance with State requirements regulating a ROMA in order to continue to provide mitigation for impacts regulated under Chapter 373 Florida Statutes. Due to the uncertainty of KERF's future ability to provide a mitigation option to the residents of Monroe County, the U.S. Army Corps of Engineers has encouraged the County to independently pursue an In -Lieu Fee program, or to assist KERF in gaining compliance with the Federal Rule. In addition to this request, FDEP and the SFWMD have asked the County to evaluate the possibility of acting as a sponsor for a ROMA in accordance with State statutes governing off -site mitigation programs. This RFP is requesting proposals for a Consultant to: • prepare and file an application with the South Florida Water Management District (SFWMD) to create & operate a Regional Off -site Mitigation Area (ROMA) and prepare a MOA in accordance with State statutes (373.4135, F.S.). • prepare and file with the U.S. Army Corps of Engineers (ACOE) a Prospectus in accordance with 33 CFR 332. K. • Coordinate with SFWMD, ACOE and the Interagency Review Team (IRT) as necessary to gain approval of the ROMA MOA and the Draft Instrument. • Upon approval of the Prospectus by the ACOE and IRT, prepare a draft mitigation Instrument • Design, permit and construct the mitigation areas in accordance with the ROMA/MOA and ILF Instrument • Maintain (or fund the maintenance of) the land until final success is achieved • Fulfill regulatory reporting responsibilities • Market and sell mitigation credits • Establish a long term land acquisition and management fund • Provide a Revenue Proposal including timing and magnitude of payments to Monroe County. Revenue may be based on percentage of gross sales, guaranteed payments or any other options/mechanisms which provide the largest dollar amount of revenue and the quickest period of recovery of County's cost. Respondents may propose to conduct the above Services in conjunction with Audubon of Florida to gain final State and Federal approvals for KERF, or may propose to provide the Services separately from Audubon. As noted above, the respondent may, at their discretion, specify that Keys Environmental Restoration Fund (KERF) would be establishing, implementing, and monitoring the mitigation areas, and would be responsible for meeting both the state and federal requirements of full cost accounting and other technical documentation requirements. If the respondent includes KERF as the mitigation contractor, the Response Package must include a draft Contract between respondent and KERF that stipulates the performance criteria that will be required of the provider as well as the criteria spelled out in the rules referred to above. 1.03 PROPOSAL SUBMISSION REQUIREMENTS A. All proposals must be received by the Monroe County Purchasing Office, 1100 Simonton Street, Room 1-213, Key West, Florida 33040, on or before 3:00 p.m. on Two (2) signed originals and four (4) complete copies of each proposal shall be submitted in a sealed envelope marked on the outside, "Sealed Proposal for REGIONAL OFFSITE MITIGATION AREA (ROMA) MEMORANDUM OF AGREEMENT (MOA) AND IN -LIEU FEE (ILF) INSTRUMENT". B. All submissions must remain valid for a period of one hundred and twenty (120) days from the date of the deadline for submission indicated above. The Board will automatically reject the response of any person or affiliate who appears on the convicted vendor list prepared by the Department of General Services, State of Florida, under Sec. 287.133(3)(d), Florida Statute (1997). The Board reserves the right to reject any or all proposals, to waive informalities in the proposals and to re -advertise for proposals. The Board also reserves the right to separately accept or reject any item or items of a proposal and to award and/or negotiate a contract in the best interest of the County. C. The County reserves the right to reject any and all responses and to waive technical errors and irregularities as may be deemed best for the interests of the County. Responses which contain modifications, are incomplete, unbalanced, conditional, obscure, or which contain additions not requested or irregularities of any kind, or which do not comply in every respect with the Instruction to Respondents, and the contract documents, may be rejected at the option of the County. 1.04 DISQUALIFICATION OF RESPONDENTS Failure to complete these forms in every detail and submit them with your Response may result in immediate disqualification of your Response. A. NON -COLLUSION AFFIDAVIT: Any person submitting a proposal in response to this invitation must execute the enclosed NON -COLLUSION AFFIDAVIT. If it is discovered that collusion exists among the Respondents, the proposals of all participants in such collusion shall be rejected, and no participants in such collusion will be considered in future bids for the same work. B. PUBLIC ENTITY CRIME: A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal on a contract to provide any goods or services to a public entity, may not submit a proposal on a contract with a public entity for the construction or repair of a public building or public work, may not submit Proposals on leases or perform work as a contractor, supplier, subcontractor, or CONTRACTOR 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. Category Two: $25,000.00 C. DRUG -FREE WORKPLACE FORM: Any person submitting a bid or proposal in response to this invitation must execute the enclosed DRUG -FREE WORKPLACE FORM and submit it with his bid or proposal. Failure to complete this form in every detail and submit it with your bid or proposal may result in immediate disqualification of your bid or proposal. D. LOBBYING AND CONFLICT OF INTEREST CLAUSE: Any person submitting a bid or proposal in response to this invitation must execute the enclosed LOBBYING AND CONFLICT OF INTEREST CLAUSE and submit it with his bid or proposal. Failure to complete this form in every detail and submit it with the bid or proposal may result in immediate disqualification of the bid or proposal. 1.05 EXAMINATION OF RFP DOCUMENTS A. Each Respondent shall carefully examine the RFP (Request for Proposals) and other contract documents, and inform himself thoroughly regarding any and all conditions and requirements that may in any manner affect cost, progress, or performance of the work to be performed under the contract. Ignorance on the part of the RESPONDENT will in no way relieve him of the obligations and responsibilities assumed under the contract. B. Should a Respondent find discrepancies or ambiguities in, or omissions from, the specifications, or should he be in doubt as to their meaning, he shall at once notify the COUNTY. 4 1.06 INTERPRETATIONS, CLARIFICATIONS, AND ADDENDA No oral interpretations will be made to any Respondent as to the meaning of the RFP documents. Any inquiry or request for interpretation received ten (10) or more days prior to the date fixed for opening of proposals will be given consideration. All such changes or interpretation will be made in writing in the form of an addendum and, if issued, will be mailed or sent by available means to all known prospective Respondents prior to the established proposal opening date. Each Respondent shall acknowledge receipt of such addenda in the space provided therefore in the Response Form. In case any Respondent fails to acknowledge receipt of such addenda or addendum, his response will nevertheless be construed as though it had been received and acknowledged and the submission of his response will constitute acknowledgment of the receipt of same. All addenda are a part of the contract documents and each Respondent will be bound by such addenda, whether or not received by him. It is the responsibility of each Respondent to verify that he has received all addenda issued before Responses are opened. Requests for additional information must be in writing and should be directed to Michael Roberts, Senior Administrator, Monroe County Environmental Resources Office Suite 400, 2798 Overseas Hwy., Marathon, Florida 33050; 305/292-2356 (fax). All such requests must be received at least ten (10) days prior to the time set for the proposal submission and will be answered in writing to all potential Respondents who have requested a copy of this package, at least five (5) days prior to the time set for the proposal submission. Respondents may not request nor rely upon any verbal representations concerning these specifications. 1.07 GOVERNING LAWS AND REGULATIONS The Respondent is required to be familiar with and shall be responsible for complying with all federal, state, and local laws, ordinances, rules, and regulations that in any manner affect the work. 1.08 PREPARATION OF RESPONSES Signature of the Respondent: The Respondent must sign the response forms in the space provided for the signature. If the Respondent is an individual, the words "doing business as ", or "Sole Owner" must appear beneath such signature. In the case of a partnership, the signature of at least one of the partners must follow the partnership's name and the words "Member of the Firm" should be written beneath such signature. If the Respondent is a corporation, the title of the officer signing the Proposal on behalf of the corporation must be stated along with the Corporation Seal Stamp and evidence of his authority to sign the Proposal must be submitted. The Respondent shall state in the response the name and address of each person interested therein. 1.09 RESPONSIBILITY FOR RESPONSE The Respondent is solely responsible for all costs of preparing and submitting the response, regardless of whether a contract award is made by the County. 1.10 COPIES OF REQUEST FOR PROPOSAL DOCUMENTS A. Only complete sets of Request for Proposal documents will be issued and shall be used in preparing responses. The County does not assume any responsibility for errors or misinterpretations resulting from the use of incomplete sets. 5 B. Complete sets of Request for Proposal documents may be obtained in the manner and at the locations stated in the Notice of Request for Proposals. 1.11 CONTENT OF PROPOSAL The proposal package submitted in response to this Request for Proposals (RFP) shall be typed on 8- 1/2" x 11" white paper and bound; shall be clear and concise and provide the information requested herein. Statements submitted without the required information will not be considered. Proposals shall be organized and sections tabbed. The Respondent should not withhold any information from the written response in anticipation of presenting the information orally or in a demonstration, since oral presentations or demonstrations may not be solicited. Each Respondent must submit adequate documentation to certify the Respondent's compliance with the County's requirements. Respondent should focus specifically on the information requested. Additional information, unless specifically relevant, may distract rather than add to the Respondent's overall evaluation. The response, at a minimum, shall include the following: A. Cover Page A cover page that reads "Proposal for REGIONAL OFFSITE MITIGATION AREA (ROMA) MEMORANDUM OF AGREEMENT (MOA) AND IN -LIEU FEE (ILF) INSTRUMENT". The cover page should contain Respondent's name, address, telephone number, and the name of the Respondent's contact person. B. Tabbed Sections Tab 1. Respondent's approach to this project. I. Provide a description of the project approach, including: a statement that reflects a clear understanding of project needs based on the Objective (Sec.1.02) above, and a business plan that details the approach. II. Provide a - budget, including primary funding sources. Describe how the Contractor plans to generate/identify primary funding for the services, and any other potential funding sources, including mitigation payments. Tab 2. Past Performance and Qualifications I. Record of performance and professional accomplishments including: a description of similar work completed by the Respondent, any current contracts for similar work, any outstanding accomplishments of the Respondent, and any outstanding accomplishments of the Respondent that relate directly to this type of work. II. Technical, educational, and training experience of the Respondent and/or assigned staff, if the Respondent and/or any of the assigned staff are located in Monroe County, if they have familiarity with the ecosystems of the Florida Keys, and if they have any related experience. III. A list of equipment/facilities/personnel that will be made available in the performance of the project. IV. A list of sub -contractors that may be used, in what capacity they will be used, their location, and their experience as related to the project and familiarity with the wetlands and aquatic resources of the Florida Keys. Tab 3. References Each Respondent shall provide at least five (5) references for which the Respondent has provided the same or similar services during the past three (3) years. It is preferred that the references are from state or local governments, but private industry clients may also be used as references. Each reference shall include, at a minimum: Name and full address of reference organization Name of Contact person for contract Telephone number(s) Date of initiation of contract with reference Brief summary comparing the referenced services to these proposed services Tab 4. Staffing a. Respondent shall include a list of the proposed key staff positions that will provide the work required if awarded this contract. b. If particular staff with certifications and qualifications directly related to this proposal are to be used for the performance of services under the contract, if awarded, specify the names, job titles, and qualifications of said personnel. Tab 5. Respondent's Background Information. Each submittal must include the following information: a. a list of the Respondent's shareholders with 5% or more of the stock, or, if a general partnership, a list of the general partners; or, if a limited partnership, a list of the members. b. a list of the officers and directors of the Respondent. c. the number of years the Respondent has been in business, and, if different, the number of years the Respondent has provided the type of services requested. d. the number of years the Respondent has operated under its present name and the number of years the business has operated under any other name, and such names under which it has operated. e. Provide information regarding any professional or operational permits and licenses held by your organization or key staff. Also, provide here information about the Respondent's membership, or individual memberships, in any state or national organization that may be relevant. f. Financial statement(s) Tab 6. Litigation I. Has the respondent ever failed to complete work or provide the goods for which it has contracted? (If yes, provide details.) 7 II. Are there any judgments, claims, arbitration proceeding or suits pending or outstanding against the respondent, or its officers or general partners? (If yes, provide details.) III. Has the respondent, within the last five (5) years, been a party to any lawsuit or arbitration with regard to a contract for services, goods or construction services similar to those requested in the RFP? (If yes, the Respondent shall provide a history of any past or pending claims and litigation in which the Respondent is involved as a result of the provision of the same or similar services which are requested or described herein.) IV. Has the respondent ever initiated litigation against the County or been sued by the County in connection with a contract to provide services, goods or construction services? (If yes, provide details.) V. Whether, within the last (5) years, an officer, general partner, controlling shareholder or major creditor of the respondent was an officer, general partner, controlling shareholder or major creditor of any other entity that failed to perform services or furnish goods similar to those sought in the request for proposals. Tab 7. County Forms and Licenses. Respondent shall complete and execute the forms specified below and found in Section Three of this RFP, as well as copies of all professional and occupational licenses: I. Response Form II. Lobbying and Conflict of Interest Clause III. Non -Collusion Affidavit IV. Drug Free Workplace Form V. Public Entity Crime Statement VI. Insurance and Indemnification Statement 1.12 RECEIPT AND OPENING OF RESPONSES Responses will be received until the designated time and will be publicly opened and announced at the appointed time and place stated in the Notice of Request for Proposal. Monroe County's representative authorized to open the responses will decide when the specified time has arrived and no responses received thereafter will be considered. No responsibility will be attached to anyone for the premature opening of a response not properly addressed and identified. Respondents, or their authorized agents, are invited to be present. 1.13 PROPOSAL EVALUATION AND SELECTION PROCESS Proposals will be evaluated and selected at a publicly -noticed meeting by a Selection Committee composed of the Monroe County Environmental Resources Senior Administrator, the Monroe County Growth Management Division Director, and the Monroe County Planning & Environmental Resources Department Senior Director (or their designees). An additional person may be appointed by the County Administrator. The Selection Committee will evaluate the proposals based on the following criteria: 1 Proposed project approach and business plan 15 2 Record of performance and general business experience of the Respondent 15 3 Technical experience, education and training of the Respondent 10 4 Equipment. facilities, and personnel to be used for the project 10 5 Familiarity of the Respondent and/or sub -consultants with mitigation banks and/or Regional Offsite Mitigation Areas 20 6 Familiarity with the project area, and location of Respondent and/or sub -consultants within the Keys 15 7 Proposed revenue strategy to the County 15 The Selection Committee will rank the proposals in order of preference and make a recommendation to the County Commission to negotiate a contract with the selected Respondent(s). Should the County Commission so direct, and a mutually satisfactory agreement cannot be reached between staff and the first recommended Respondent(s), staff may negotiate with the next preferred Respondent(s) and so forth. When staff has agreed with the Contractor(s) upon a mutually satisfactory contract, the contract will be brought before the County Commission for final approval. No binding contract is created between any Respondent and the County until a contract is approved by the County Commission. 1.14 AWARD OF CONTRACT A. Due to the nature of the project, the County reserves the right to refine/complete the Contract based on proposal responses and the direction of the Board of County Commissioners. The County, upon selection of respondent/s and approval of the Board of County Commissioners, will negotiate with the Contractor to further develop the Contract. B. If the award of a contract is annulled, the County may award the Contract to another Respondent or the work may be re -advertised or may be performed by other qualified personnel as the County decides. C. A Contract will be awarded to the Respondent deemed to provide the services which are in the best interest of the County, considering cost, qualifications, funding acquisition, and other factors deemed relevant. D. The County also reserves the right to reject the response of a Respondent who has previously failed to perform properly or to complete contracts of a similar nature on time. E. The recommendations of the County Administrator or his designee, will be presented to the Board of County Commissioners of Monroe County, Florida, for final awarding or otherwise. F. . E 1.15 CERTIFICATE OF INSURANCE The Contractor will be responsible for all necessary insurance coverage for the contracted services as detailed in Section Four: Insurance Requirements. Certificates of Insurance must be provided to Monroe County within fifteen (15) days after award of Contract, with Monroe County BOCC listed as an additional insured on all except Workers Compensation. If the proper insurance forms are not received within the fifteen (15) days, the Contract may be awarded to the next selected Respondent. H SECTION TWO: DRAFT CONTRACT REGIONAL OFFSITE MITIGATION AREA (ROMA) MEMORANDUM OF AGREEMENT (MOA) AND IN -LIEU FEE (ILF) INSTRUMENT THIS AGREEMENT (Agreement) is entered into this day of , 20_, by and between the Board of County Commissioners of Monroe County, Florida (hereafter "County" or "Board") whose address is 1100 Simonton Street, Key West, Florida 33040, and (hereafter "Contractor") whose address is WHEREAS, the County has certain objectives as directed and established by the Board of County Commissioners, and which are consistent with, and supportive of, Federal and State regulations regarding wetlands and other surface waters; and WHEREAS, it has been determined that it is in the best interest of the property owners of the County that a reasonable alternative to on -site mitigation for wetland impacts remains available; and WHEREAS, Contractor desires to perform such services; NOW THEREFORE, in consideration of the mutual promises contained herein, the parties agree as follows: I. TERM OF AGREEMENT: This agreement shall be effective on the date above, for a period of years. The term of this agreement shall be renewable in accordance with Section V. II. AMOUNT OF COMPENSATION AND AVAILABILITY OF FUNDS. The County, in consideration of the Contractor substantially and satisfactorily performing and carrying out the objectives of the County as to providing the services described in Exhibit A, shall pay to the Contractor the sum of DOLLARS ($ ) for the development and approval of the ROMA/MOA and the ILF Instrument. Payment will be made according to the Local Government Prompt Payment Act. Any request for payment must be in a form satisfactory to the County Clerk (Clerk). The request must describe in detail the services performed, the payment amount requested, and supporting documentation. Monroe County's performance and obligation to pay under this contract, is contingent upon an annual appropriation by the Board of County Commissioners. The Contractor must furnish to the County the following (prior to the payment of any invoices, items (a) through (h) must be provided): (a) IRS Letter of Determination indicating 501(c)(3) status (if awarded Contractor is a non-profit); (b) List of the Organization's Board of Directors. For each board member please indicate when elected to serve and the length of term of service; (c) Evidence of annual election of Officers and Directors; (d) IRS Form 990 from most recent fiscal year (if applicable) for all organizations; (e) Organization's Corporate Bylaws, which must include the organization's mission, board and membership composition, and process for election of officers; (f) Organization's Policies and Procedures Manual which must include hiring policies for all staff, drug and alcohol free workplace provisions, and equal employment opportunity provisions; (g) Cooperation with County monitoring visits that the County may request during the contract year; and (h) Other reasonable reports and information related to compliance with applicable laws, contract provisions and the scope of services that the County may request during the contract year. III. SCOPE OF SERVICES: A detailed Scope of Services is attached as Exhibit A. IV. PAYMENT TO COUNTY: Contractor shall re-imburse this amount to the County as provided in Proposal Response (Attached as Exhibit A) V. RENEWAL: The County shall have the option to renew this agreement after the original term, for one additional two-year period. VI. CONTRACTOR'S LICENSE: The Contractor shall secure, maintain and pay for any permits and licenses necessary to provide the contracted services. It is the Contractor's responsibility to maintain all permits and licenses that may be required. By signature hereon, the Contractor warrants that it is authorized by law to engage in the performance of the activities herein described, subject to the terms and conditions set forth in these contract documents. Proof of such licenses and approvals shall be submitted to the County upon request. The Contractor has, and shall maintain throughout the term of this contract, appropriate licenses and approvals required to conduct its business, and that it will at all times conduct its business activities in a reputable manner. VII. INDEPENDENT CONTRACTOR: At all times and for all purposes, the Contractor, its agents and employees are strictly considered to be independent contractors in their performance of the work contemplated hereunder. As such, the Contractor, its agents and employees shall not be entitled to any of the benefits, rights or privileges of County employees. The provider shall at all times exercise independent, professional judgment and shall assume professional responsibility for the services to be provided. V III. STAFFING: 12 Since this contract is a service agreement, staffing is of paramount importance. Contractor shall provide services using the following standards, as a minimum requirement: A. The Contractor shall provide at its own expense all necessary personnel to provide the services under this contract. The personnel shall not be employees of or have any contractual relationship with the County. B. All personnel engaged in performing services under this contract shall be fully qualified, and, if required, to be authorized or permitted under State and local law to perform such services. IX. INDEMNIFICATION REQUIREMENTS: Notwithstanding any minimum insurance requirements prescribed elsewhere in this agreement, the CONTRACTOR covenants and agrees that he shall defend, indemnify and hold the COUNTY and the COUNTY's elected and appointed officers and employees harmless from and against (i) any claims, actions or causes of action, (ii) any litigation, administrative proceedings, appellate proceedings, or other proceedings relating to any type of injury (including death), loss, damage, fine, penalty or business interruption, and (iii) any costs or expenses that may be asserted against, initiated with respect to, or sustained by, any indemnified party by reason of, or in connection with, (A) any activity of CONTRACTOR or any of its employees, agents, contractors in any tier or other invitees during the term of this Agreement, (B) the negligence or willful misconduct of CONTRACTOR or any of its employees, agents, contractors in any tier or other invitees, or (C) CONTRACTOR'S default in respect of any of the obligations that it undertakes under the terms of this Agreement, except to the extent the claims, actions, causes of action, litigation, proceedings, costs or expenses arise from the intentional or sole negligent acts or negligent acts in part or omissions of the COUNTY or any of its employees, agents, contractors or invitees (other than CONTRACTOR). Insofar as the claims, actions, causes of action, litigation, proceedings, costs or expenses relate to events or circumstances that occur during the term of this Agreement, this section will survive the expiration of the term of this Agreement or any earlier termination of this Agreement. In the event the work under this Agreement is delayed or suspended as a result of the Contractor's failure to purchase or maintain the required insurance, the Contractor shall indemnify the County from any and all increased expenses resulting from such delay. The first ten dollars ($10.00) of remuneration paid to the Contractor is for the indemnification provided for above. X. DONATIONS AND GRANTS: The Contractor shall issue receipts, keep appropriate records, and account separately for all donations and grants received by Contractor. Said donations and grants shall be used by Contractor only for the benefit of the service to be provided and may only be applied to the organization's operational mission within Monroe County. In the case of donations solicited by third parties on behalf of the Contractor, the donating entity must make its financial records pertaining to the donated funds available to representatives of the Contractor and the County during regular business hours (Monday through Friday, 9:00 a.m. to 5:00 p.m., excluding holidays) in order to insure that all monies collected on behalf of the Contractor are in fact donated to the Contractor for the acquisition, enhancement or management of wetlands and other surface waters in the Florida Keys. If a prospective donating entity 13 is unwilling or unable to comply with the foregoing requirement, then the Contractor may not accept any donations from that entity. XI. NON-DISCRIMINATION: County and Contractor agree that there will be no discrimination against any person, and it is expressly understood that upon a determination by a court of competent jurisdiction that discrimination has occurred, this Agreement automatically terminates without any further action on the part of any party, effective the date of the court order. County or Contractor agree to comply with all Federal and Florida statutes, and all local ordinances, as applicable, relating to nondiscrimination. These include but are not limited to: 1) Title VI of the Civil Rights Act of 1964 (PL 88-352) which prohibits discrimination on the basis of race, color or national origin; 2) Title IX of the Education Amendment of 1972, as amended (20 USC ss. 1681-1683, and 1685-1686), which prohibits discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination on the basis of handicaps; 4) The Age Discrimination Act of 1975, as amended (42 USC ss. 6101- 6107) which prohibits discrimination on the basis of age; 5) The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ee-3), as amended, relating to confidentiality of alcohol and drug abuse patent records; 8) Title VIII of the Civil Rights Act of 1968 (42 USC s. et seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The Americans with Disabilities Act of 1990 (42 USC s. 1201 Note), as maybe amended from time to time, relating to nondiscrimination on the basis of disability; 10) Monroe County Code Ch. 13, Art. VI, prohibiting discrimination on the bases of race, color, sex, religion, disability, national origin, ancestry, sexual orientation, gender identity or expression, familial status or age; and 11) any other nondiscrimination provisions in any Federal or state statutes which may apply to the parties to, or the subject matter of, this Agreement. XII. INSPECTION OF BOOKS AND FACILITIES/AUDIT/ACCOUNTING: Contractor shall keep and maintain all books, records, and documents directly pertinent to performance under this Agreement in accordance with generally accepted accounting principles consistently applied. Each party to this Agreement or their authorized representatives shall have reasonable and timely access to such records of each other party to this Agreement for public records purposes during the term of the Agreement and for five (5) years following the termination of this Agreement. If an auditor employed by the County or Clerk determines that monies paid to the Contractor pursuant to this Agreement were spent for purposes not authorized by this Agreement, the Contractor shall repay the monies together with interest calculated pursuant to Sec. 55.03, FS, running from the date the monies were paid to Contractor. In addition, the Contractor shall, at its expense, provide the County with an annual audit prepared by an independent Certified Public Accountant; said audit shall conform to generally accepted auditing standards and shall be submitted to the County within one hundred twenty (120) days following the close of the Contractor's fiscal year. The Contractor shall also allow the County to inspect the Contractor's facilities, equipment, vehicles or vessels at any reasonable time. XIII. PUBLIC RECORDS: 14 The Contractor shall comply with the Public Records laws of the State of Florida, subject to any provisions providing exemption from disclosure. XIV. BREACH OF TERMS BY CONTRACTOR: The passing, approval, and/or acceptance by the County of any defect in the services furnished by the Contractor, shall not operate as a waiver by the County of strict compliance with the terms of this Contract, and specifications covering the services. Any Contractor breach of this agreement shall be governed by the article below on termination for cause. The Contractor agrees that the County Administrator may designate representatives to visit any facilities or offices utilized by the Contractor periodically to inspect Contractor's maintenance of vessels and equipment. The Contractor agrees that the County Administrator may designate representatives to visit the facilities or offices periodically to conduct random open file evaluations during the Contractor's normal business hours. XV. TERMINATION WITHOUT CAUSE: The County may terminate this agreement without cause by providing the Contractor with written notice of termination at least sixty (60) days prior to the date of termination. XVI. TERMINATION WITH CAUSE: The County may terminate this agreement for cause if the Contractor shall default in the performance of any of its obligations under this agreement. XVII. ASSIGNMENT: The Contractor shall not assign or subcontract its obligations under this agreement, except in writing and with the prior written approval of the Board of County Commissioners of Monroe County and Contractor, which approval shall be subject to such conditions and provisions as the Board may deem necessary. This paragraph shall be incorporated by reference into any assignment or subcontract and any assignee or subcontractor shall comply with all of the provisions of this agreement. Unless expressly provided for therein, such approval shall in no manner or event be deemed to impose any additional obligation upon the board. XVIII. COMPLIANCE WITH LAW: In providing all services pursuant to this agreement, the Contractor shall abide by all statutes, ordinances, rules and regulations pertaining to, or regulating the provisions of, such services, including those now in effect and hereinafter adopted. Any violation of said statutes, ordinances, rules and regulations shall constitute a material breach of this agreement and shall entitle the Board to terminate this contract immediately upon delivery of written notice of termination to the contractor. The contractor shall possess proper licenses to perform work in accordance with these specifications throughout the term of this contract. XIX. DISCLOSURE, CONFLICT OF INTEREST, AND CODE OF ETHICS: 15 A. The Contractor represents that it, its directors, principles and employees, presently have no interest and shall acquire no interest, either direct or indirect, which would conflict in any manner with the performance of services required by this contract, as provided in Sect. 112.311, et. seq., Florida Statutes. B. Upon execution of this contract, and thereafter as changes may require, the Contractor shall notify the County of any financial interest it may have in any and all contracts with Monroe County. C. COUNTY agrees that officers and employees of the COUNTY recognize and will be required to comply with the standards of conduct for public officers and employees as delineated in Section 112.313, Florida Statutes, regarding, but not limited to, solicitation or acceptance of gifts; doing business with one's agency; unauthorized compensation; misuse of public position, conflicting employment or contractual relationship; and disclosure or use of certain information. XX. FINANCIAL RESPONSIBILITY: The Contractor shall not pledge the County's credit or make it a guarantor of payment or surety for any contract, debt, obligation, judgment, lien, or any form of indebtedness. The Contractor further warrants and represents that it has no obligation or indebtedness that would impair its ability to fulfill the terms of this contract. XXI. NOTICE REQUIREMENT: Any notice required or permitted under this agreement shall be in writing and hand delivered or mailed, postage prepaid, to the other party by certified mail, returned receipt requested, to the following: FOR COUNTY: Monroe County Administrator and Growth Management Director and 1100 Simonton Street 2798 Overseas Hwy. Key West, FL 33040 FOR CONTRACTOR: 00"Emy1l :i i4C11 Marathon, FL 33050 County Attorney 1111 12`h St., Suite 408 Key West, FL 33041 The County is exempt from payment of Florida State Sales and Use taxes. The Contractor shall not be exempted by virtue of the County's exemption from paying sales tax to its suppliers for materials used to fulfill its obligations under this contract, nor is the Contractor authorized to use the County's Tax Exemption Number in securing such materials. The Contractor shall be responsible for any and all taxes, or payments of withholding, related to services rendered under this agreement. XXIII. GOVERNING LAW, VENUE, INTERPRETATION, COSTS AND FEES 16 This Agreement shall be governed by and construed in accordance with the laws of the State of Florida applicable to contracts made and to be performed entirely in the State. In the event that any cause of action or administrative proceeding is instituted for the enforcement or interpretation of this Agreement, the COUNTY and CONTRACTOR agree that venue shall lie in the appropriate court or before the appropriate administrative body in Monroe County, Florida. Mediation proceedings initiated and conducted pursuant to this Agreement shall be in accordance with the Florida Rules of Civil Procedure and usual and customary procedures required by the circuit court of Monroe County. Both parties specifically waive their right to a trial by jury. This Agreement is not subject to arbitration. XXIV. 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 response on a contract to provide goods or services to a public entity, may not submit a bid on a contract with a public entity for 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, F.S. for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. (CATEGORY TWO: $25,000.00). XXV. AUTHORIZED SIGNATORY: The signatory for the Contractor, below, certifies and warrants that: (a) The Contractor's name in this agreement is its full name as designated in its corporate charter. (b) He or she is empowered to act and contract for Contractor. (c) This agreement has been approved by the Contractor's Board of Directors. Further, Contractor shall, upon execution of this agreement, provide proof of incorporation (or a non- profit organization) and a list of its Board of Directors. XXVI. SEVERABILITY If any term, covenant, condition or provision of this Agreement (or the application thereof to any circumstance or person) shall be declared invalid or unenforceable to any extent by a court of competent jurisdiction, the remaining terms, covenants, conditions and provisions of this Agreement, shall not be affected thereby; and each remaining term, covenant, condition and provision of this Agreement shall be valid and shall be enforceable to the fullest extent permitted by law unless the enforcement of the remaining terms, covenants, conditions and provisions of this Agreement would prevent the accomplishment of the original intent of this Agreement. The COUNTY and CONTRACTOR agree to reform the Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. XXVII. ATTORNEY'S FEES AND COSTS The COUNTY and CONTRACTOR agree that in the event any cause of action or administrative proceeding is initiated or defended by any party relative to the enforcement or interpretation of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, court costs, 17 investigative, and out-of-pocket \expenses, as an award against the non -prevailing party, and shall include attorney's fees, courts costs, investigative, and out-of-pocket expenses in appellate proceedings. XXVIII. BINDING EFFECT The terms, covenants, conditions, and provisions of this Agreement shall bind and inure to the benefit of the COUNTY and CONTRACTOR and their respective legal representatives, successors, and assigns. XXIX. AUTHORITY Each party represents and warrants to the other that the execution, delivery and performance of this Agreement have been duly authorized by all necessary County and corporate action, as required by law. XXX. COOPERATION In the event any administrative or legal proceeding is instituted against either party relating to the formation, execution, performance, or breach of this Agreement, COUNTY and CONTRACTOR agree to participate, to the extent required by the other party, in all proceedings, hearings, processes, meetings, and other activities related to the substance of this Agreement or provision of the services under this Agreement. COUNTY and CONTRACTOR specifically agree that no party to this Agreement shall be required to enter into any arbitration proceedings related to this Agreement. XXXI. NO SOLICITATION/PAYMENT The COUNTY and CONTRACTOR warrant that, in respect to itself, it has neither employed nor retained any company or person, other than a bona fide employee working solely for it, to solicit or secure this Agreement and that it has not paid or agreed to pay any person, company, corporation, individual, or firm, other than a bona fide employee working solely for it, any fee, commission, percentage, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. For the breach or violation of the provision, the CONTRACTOR agrees that the COUNTY shall have the right to terminate this Agreement without liability and, at its discretion, to offset from monies owed, or otherwise recover, the full amount of such fee, commission, percentage, gift, or consideration. XXXII. NON -WAIVER OF IMMUNITY Notwithstanding the provisions of Sec. 768.28, Florida Statutes, the participation of the COUNTY and the CONTRACTOR in this Agreement and the acquisition of any commercial liability insurance coverage, self-insurance coverage, or local government liability insurance pool coverage shall not be deemed a waiver of immunity to the extent of liability coverage, nor shall any contract entered into by the COUNTY be required to contain any provision for waiver. XXXIII. NON -RELIANCE BY NON-PARTIES No person or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to enforce or attempt to enforce any third -party claim or entitlement to or benefit of any service or 18 program contemplated hereunder, and the COUNTY and the CONTRACTOR agree that neither the COUNTY nor the CONTRACTOR or any agent, officer, or employee of either shall have the authority to inform, counsel, or otherwise indicate that any particular individual or group of individuals, entity or entities, have entitlements or benefits under this Agreement separate and apart, inferior to, or superior to the community in general or for the purposes contemplated in this Agreement. XXXIV. ATTESTATIONS CONTRACTOR agrees to execute such documents as the COUNTY may reasonably require, including a Public Entity Crime Statement, an Ethics Statement, and a Drug -Free Workplace Statement. XXXV. NO PERSONAL LIABILITY No covenant or agreement contained herein shall be deemed to be a covenant or agreement of any member, officer, agent or employee of COUNTY in his or her individual capacity, and no member, officer, agent or employee of COUNTY shall be liable personally on this Agreement or be subject to any personal liability or accountability by reason of the execution of this Agreement. XXXVI. EXECUTION IN COUNTERPARTS This Agreement may be executed in any number of counterparts, each of which shall be regarded as an original, all of which taken together shall constitute one and the same instrument and any of the parties hereto may execute this Agreement by signing any such counterpart. XXXVII. SECTION HEADINGS Section headings have been inserted in this Agreement as a matter of convenience of reference only, and it is agreed that such section headings are not a part of this Agreement and will not be used in the interpretation of any provision of this Agreement. XXXVIII. INSURANCE POLICIES Coverage shall be maintained throughout the entire term of the contract, failure to maintain coverage shall be considered a valid reason for County to terminate this Agreement. 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. a) General Insurance Requirements for Other CONTRACTORS and Subcontractors: V As a pre -requisite of the work governed, 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 shall 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, and where applicable CONTRACTOR shall provide proof of insurance for all approved subcontractors. Delays in the commencement of work, resulting from the failure of the CONTRACTOR to provide satisfactory evidence of the required insurance, shall not extend deadlines specified in this contract and any penalties and failure to perform assessments shall be imposed as if the work commenced on the specified date and time, except for the CONTRACTOR'S failure to provide satisfactory evidence. The CONTRACTOR shall maintain the required insurance throughout the entire term of this contract and any extensions specified in the attached schedules. Failure to comply with this provision may result in the immediate suspension of all work until the required insurance has been reinstated or replaced. Delays in the completion of work resulting from the failure of the CONTRACTOR to maintain the required insurance shall not extend deadlines specified in this contract and any penalties and failure to perform assessments shall be imposed as if the work had not been suspended, except for the CONTRACTOR'S failure to maintain the required insurance. The CONTRACTOR shall provide, to the COUNTY, as satisfactory evidence of the required insurance, either: • Certificate of Insurance or • A Certified copy of the actual insurance policy. The County, at its sole 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. b) INSURANCE REQUIREMENTS FOR CONTRACT BETWEEN COUNTY AND CONTRACTOR Prior to the commencement of work governed by this contract, the CONTRACTOR shall obtain the following insurance. Coverage shall be maintained throughout the life of the contract and include, as a minimum: 901 Insurance Requirement Required Limits Worker's Compensation $100,000 Bodily Injury by Accident $500,000 Bodily Injury by Disease, policy limits $100,000 Bodily Injury by Disease, each employee General Liability $300,000 Combined Single Limit If split limits are provided, the minimum limits acceptable shall be: $200,000 per person $300,000 per occurrence $200,000 property damage Vehicle Liability $300,000 Combined Single Limit If split limits are provided, the minimum limits acceptable shall be: $200,000 per person $300,000 per occurrence $200,000 property damage The Monroe County Board of County Commissioners shall be named as an Additional Insured. Coverage provided by a Protection and Indemnity Club (P&I) shall be subject to the approval of the County. The Monroe County Board of County Commissioners shall be named as Additional Insured on all policies issued to satisfy the above requirements. XXXIX. ENTIRE AGREEMENT This agreement constitutes the entire agreement between the County and the Contractor for the services contemplated herein. Any amendments or revisions to this agreement must be in writing and be executed in the same manner as this agreement. Remainder of page intentionally left blank IN WITNESS WHEREOF the parties hereto have executed this Agreement on the day and date first written above in four (4) counterparts, each of which shall, without proof or accounting for the other counterparts, be deemed an original contract. (SEAL) 9 Attest: DANNY L. KOLHAGE, CLERK (SEAL) Attest: By: Title: By: _ Title: STATE OF COUNTY OF Deputy Clerk WITNESS WITNESS BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLOIDA By: Mayor/Chairman CONTRACTOR By: _ Title: On this day of 2012, before me the person whose name is subscribed above, and who produced as identification, acknowledged that he/she is the person who executed the above Contract for the purposes therein contained. Notary Public Print Name My commission expires: W Seal SECTION THREE: COUNTY FORMS (FORMS TO BE SUBMITTED WITH TABBED INFORMATION- SEE SECTION 1.11) RESPONSE FORM RESPOND TO: MONROE COUNTY PURCHASING OFFICE HISTORIC GATO CIGAR FACTORY ROOM 1-213 1100 SIMONTON STREET KEY WEST, FLORIDA 33040 I acknowledge receipt of Addenda No.(s) I have included: • Lobbying and Conflict of Interest Clause • Non -Collusion Affidavit • Drug Free Workplace Form • Public Entity Crime Statement • Insurance and Indemnification Statement (Check mark items above, as reminder that they are included) In addition, I have included a current copy of the following professional and occupational licenses: Mailing Address: Signed: (Name) (Title) Witness: 23 Telephone: Fax: Date: (Seal) LOBBYING AND CONFLICT OF INTEREST CLAUSE ETHICS CLAUSE SWORN STATEMENT UNDER ORDINANCE NO.010-1990 MONROE COUNTY, FLORIDA (Company) "...warrants that he/it has not employed, retained or otherwise had act on his/her behalf any former County officer or employee in violation of Section 2 of Ordinance No. 010-1990 or any County officer or employee in violation of Section 3 of Ordinance No. 010-1990. For breach or violation of this provision the County 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." STATE OF: COUNTY OF: Subscribed and sworn to (or affirmed) before me on me or has produced as identification. (Signature) Date: (date) by (name of affiant). He/She is personally known to NOTARY PUBLIC My Commission Expires: 24 (type of identification) NON -COLLUSION AFFIDAVIT I, of the city of oath, and under penalty of perjury, depose and say that a. according to law on my I am of the firm of the bidder making the Proposal for the project described in the Request for Proposals for and that I executed the said proposal with full authority to do so; b. the prices in this bid have been arrived at independently without collusion, consultation, communication or agreement for the purpose of restricting competition, as to any matter relating to such prices with any other bidder or with any competitor; C. unless otherwise required by law, the prices which have been quoted in this bid have not been knowingly disclosed by the bidder and will not knowingly be disclosed by the bidder prior to bid opening, directly or indirectly, to any other bidder or to any competitor; and d. no attempt has been made or will be made by the bidder to induce any other person, partnership or corporation to submit, or not to submit, a bid for the purpose of restricting competition; e. the statements contained in this affidavit are true and correct, and made with full knowledge that Monroe County relies upon the truth of the statements contained in this affidavit in awarding contracts for said project. (Signature) Date: STATE OF: COUNTY OF: Subscribed and sworn to (or affirmed) before me on (date) by me or has produced as identification. (name of affiant). He/She is personally known to NOTARY PUBLIC My Commission Expires: W1 (type of identification) DRUG -FREE WORKPLACE FORM The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that: (Name of Business) 1. 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' 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 (1), 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 contenderre to, any violation of Chapter 893 (Florida Statutes) 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, or 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 firm complies fully with the above requirements. (Signature) Date: STATE OF: COUNTY OF: Subscribed and sworn to (or affirmed) before me on me or has produced as identification. date) by (name of affiant). He/She is personally known to NOTARY PUBLIC My Commission Expires: ►W, (type of identification) 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 CONTRACTOR 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." I have read the above and state that neither (Respondent's name) nor any Affiliate has been placed on the convicted vendor list within the last 36 months. STATE OF: COUNTY OF: Subscribed and sworn to (or affirmed) before me on me or has produced as identification. (Signature) Date: date) by (name of affiant). He/She is personally known to NOTARY PUBLIC My Commission Expires: 27 (type of identification) Respondent's Insurance and Indemnification Statement Insurance Requirement Required Limits Worker's Compensation $100,000 Bodily Injury by Accident $500,000 Bodily Injury by Disease, policy limits $100,000 Bodily Injury by Disease, each employee General Liability $300,000 Combined Single Limit If split limits are provided, the minimum limits acceptable shall be: $200,000 per person $300,000 per occurrence $200,000 property damage Vehicle Liability $300,000 Combined Single Limit If split limits are provided, the minimum limits acceptable shall be: $200,000 per person $300,000 per occurrence $200,000 property damage Coverage provided by a Protection and Indemnity Club (P&I) shall be subject to the approval of the County. The Monroe County Board of County Commissioners shall be named as Additional Insured on all policies issued to satisfy the above requirements. INDEMNIFICATION AND HOLD HARMLESS FOR CONSULTANTS AND_SUBCONSULTANTS Notwithstanding any minimum insurance requirements prescribed elsewhere in this agreement, the Respondent covenants and agrees that he shall defend, indemnify and hold the COUNTY and the COUNTY's elected and appointed officers and employees harmless from and against (i) any claims, actions or causes of action, (ii) any litigation, administrative proceedings, appellate proceedings, or other proceedings relating to any type of injury (including death), loss, damage, fine, penalty or business interruption, and (iii) any costs or expenses that may be asserted against, initiated with respect to, or sustained by, any indemnified party by reason of, or in connection with, (A) any activity of Respondent or any of its employees, agents, contractors in any tier or other invitees during the term of this Agreement, (B) the negligence or willful misconduct of Respondent or any of its employees, agents, respondents in any tier or other invitees, or (C) Respondent's default in respect of any of the obligations that it undertakes under the terms of this Agreement, except to the extent the claims, actions, causes of action, litigation, proceedings, costs or expenses arise from the intentional or sole negligent acts or negligent acts in part or omissions of the COUNTY or any of its employees, agents, contractors or invitees (other than RESPONDENT). Insofar as the claims, actions, causes of action, litigation, proceedings, costs or expenses relate to events or circumstances that occur during the term of this Agreement, this section will survive the expiration of the term of this Agreement or any earlier termination of this Agreement. In the event the completion of the project (including the work of others) is delayed or suspended as a result of the Respondent's failure to purchase or maintain the required insurance, the Respondent shall indemnify the County from any and all increased expenses resulting from such delay. In the event the work under this Agreement is delayed or suspended as a result of the Contractor's failure to purchase or maintain the required insurance, the Contractor shall indemnify the County from any and all increased expenses resulting from such delay. 28 The first ten dollars ($10.00) of remuneration paid to the Respondent is for the indemnification provided for above. The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements contained elsewhere within this agreement. RESPONDENT'S STATEMENT I understand the insurance that will be mandatory if awarded the contract and will comply in full with all the requirements. Respondent Signature Date WE SFWMD ROMA/MOA and USACOE ELF Instrument Exhibit A Scope of Work The selected Respondent shall: 1) Identify suitable mitigation areas for the initial inclusion into the ROMA and ILF program areas 2) File application with the State to create & operate a Regional Off -site Mitigation Area (ROMA) and prepare a Memorandum of Agreement (MOA) in accordance with State statutes (373.4135, F.S.) with Monroe County as the Sponsor. At a minimum, the MOA must address the following for each project authorized: a) A description of the work that will be conducted on the site and a timeline for completion of such work. b) A timeline for obtaining any required environmental resource permit. c) The environmental success criteria that the project must achieve. d) The monitoring and long-term management requirements that must be undertaken for the project. e) An assessment of the project in accordance with s. 373.4136(4)(a)-(i), until the adoption of the uniform wetland mitigation assessment method pursuant to s. 373.414(18). f) A designation of the entity responsible for the successful completion of the mitigation work. g) A definition of the geographic area where the project may be used as mitigation established using the criteria of s. 373.4136(6). h) Full cost accounting of the project, including annual review and adjustment. i) Provision and a timetable for the acquisition of any lands necessary for the project. j) Provision for preservation of the site. k) Provision for application of all moneys received solely to the project for which they were collected. 1) Provision for termination of the agreement and cessation of use of the project as mitigation if any material contingency of the agreement has failed to occur. m) Provision in the agreement for additional projects to be added and evaluated as they are identified. 3) File prospectus with U.S. Army Corps of Engineers and the Interagency Review Team (IRT) to create and operate an In -Lieu Fee (ILF) program in accordance with the Federal mitigation rule. The prospectus must include: a) Description of the proposed service area(s) in this case the Florida Keys b) Accounting procedures c) Provision stating that legal responsibility for providing mitigation lies with the sponsor once a permittee secures credits from the sponsor d) Default and closure provisions e) Reporting protocols f) Any other information deemed necessary by the district engineer RFP # GMD-W7 ##-2012-PUR/CV SFWMD ROMA/MOA and USACOE ELF Instrument g) For an in -lieu fee program, a complete instrument must also include the following information: i) Compensation planning framework (33 CFR 332.8(c)/40 CFR 230.98(c)); ii) Specification of the amount of advance credits (33 CFR 332.8(n)/40 CFR 230.98(n)) and the fee schedule for these credits; iii) Methodology for determining future project -specific credits and fees; iv) Description of the in -lieu fee program account (33 CFR 332.8(i)/40 CFR 230.98(i)). 4) Provide a Revenue Proposal including timing and magnitude of payments. Revenue may be based on percentage of gross sales, guaranteed payments or any other options/mechanisms which provide the largest dollar amount of revenue and the quickest period of recovery of County's cost. 5) Design, permit and construct the mitigation areas in accordance with the ROMA/MOA and ILF Instrument 6) Maintain (or fund the maintenance of) the land until final success is achieved 7) Fulfill regulatory reporting responsibilities 8) Market and sell mitigation credits 9) Establish a long term land acquisition and management fund R" # GMD-###-###-2012-PVR/CV