3rd Amendment 08/15/2012 DANNY L. KOLHAGE
CLERK OF THE CIRCUIT COURT
DATE: December 27, 2012
TO: Judith S. Clarke, P. E.
Director of Engineering
ATTN: Tina Losacco
FROM: Pamela G. Hanco..
At the August 15, 2012, Board of County Commissioners meeting, the Board granted
approval and authorized execution of Item Ki Amendment 3 with Government Services Group,
Inc. for the development and administration of Non -Ad Valorem Assessment Program.
Enclosed is are two duplicate originals of the above - mentioned for your handling. Should
you have any questions, please do not hesitate to contact our office.
Cc: County Attorney w/o document
Finance
File ✓
THIRD AMENDMENT TO CONTRACT
FOR CONSULTING SERVICES
for
Development and Administration of Non Ad- Valorem Assessment Program
This Amendment is made and entered into this 15th day of August, 2012, by and
between Monroe County and Govemment Services Group, Inc. (GSG), in order to
amend the Agreement between the parties dated April 15, 2009 and the First
Amendment between the parties dated January 19, 2011 and the Second Amendment
dated April 18, 2012 for non -ad valorem assessment services.
WITNESSETH:
WHEREAS, on April 15, 2009 the parties entered into the AGREEMENT FOR
CONSULTING SERVICES for Development and Administration of Non Ad- Valorem
Assessment Program herein referred to as GSG Agreement; and
WHEREAS, the GSG Agreement Scope of Basic Services included Tasks 1 -5
necessary to certify the Cudjoe Regional Non Ad- Valorem Wastewater Assessment Roll
on the 2009 tax bill and Task 6 necessary to annually certify the Stock Island, Big
Coppitt, and Duck Key Non Ad- Valorem Wastewater Assessment Rolls through the 2013
tax bill; and
WHEREAS, the funding plan for the Cudjoe Regional Wastewater System was
incomplete in 2009 and the implementation of the assessment program was delayed;
and
WHEREAS, on January 19, 2011, the First Amendment for Consulting Services
for Development and Administration of Non Ad- Valorem Wastewater Assessment
Program herein referred to as First Amendment was approved to cover additional
services in connection with the delay and to certify the Cudjoe Regional Non Ad- Valorem
Assessment Roll on the 2011 tax bill; and
WHEREAS, on April 18, 2012, the Second Amendment for Consulting Services
for Development and Administration of Non Ad- Valorem Assessment Program herein
referred to as Second Amendment was approved to cover additional services to update
the assessment roll previously developed; and
WHEREAS, the Second Amendment added services to certify the Inner Island
(Upper Sugarloaf, Cudjoe, and Summerland) roll on the 2012 tax bill and the Outer
Island (Lower Sugarloaf and Ramrod north to Big Pine Key) roll on the 2013 tax bill; and
WHEREAS, the Second Amendment added Task 7 services for the development
and implementation of the Supplemental Big Coppitt and Duck Key tax roll; and
WHEREAS, additional services for appeals processing were required due to
Florida Keys Aqueduct Authority relinquishing the appeals process immediately prior to
the mailing of the first class notices; and
1
WHEREAS, Task 8 — Appeals Processing, which includes establishment of a
customer service phone bank and appeals logging, review and recommended
corrections, is hereby added to the scope of non -ad valorem assessment program
services; and
WHEREAS, GSG's not to exceed estimate for Task 8 in the amount of $15,290 is
included as Attachment A; and
IN CONSIDERATION of the mutual promises contained herein, the parties
hereby agree as follows:
1. Monroe County agrees to pay up to $15,290 on a time and material basis for
Task 8 services when invoiced by GSG for work beginning on June 23, 2012;
and
2. All other provisions of the GSG Agreement entered into April 15, 2009 as
amended by the First and Second Amendments dated January 19, 2011 and
April 18, 2012, respectively for non -ad valorem assessment services which are
not inconsistent herewith shall remain in full force and effect.
IN WITNESS WHEREOF, each party has caused this Agreement to be executed by its
duly authorized representative on the day and year first above written.
(SEAL) ol BOARD OF COUNTY
va COMMISSIONERS
Attest: DAf *J`�' . " ^' " " ^r Clerk , MONROE COUNTY, FLORIDA
41 I ��i.
By ' .C O 40 el
Deputy Clerk By Mayor /Chairman °'
►„ r=-
r te— o r*i
/ �s - /Zo�2 �-
Date: -
N O
v 7.J
rah
�` (Seal) CONSULTANT rn
Attest:
.• Cti gm9fie-- BY. � ir� g `
Title. .. k.,.,,uu,Z Title: Se, v 1' `V�
�Q
END OF AGREEMENT TO er{
2 A.3
ATTACHMENT A
GSG Not to Exceed Estimate for Task 8 — Appeals Processing
GSG Pricing Assumptions Task 8 _ Appeals Processing:
Proposed Phone Staffing
Dates Hours # Clerks Hours /Day
6/23/12 8 2 16
7/2/12 8 3 24
7/3/12 8 3 24
7/4/12 Holiday o -
7/5/12 8 3 24
7/6/12 8 3 24
7/9/ 8 2 16
7/10/12 8 2 16
7/11/12 8 2 16
7/12/12 8 2 16
7/13/12 8 2 16
7/16/12 8 1 8
7/ 8 1 8
7/28/12 8 1 8
7/19/12 8 1 8
Total Hours 224
Estimated Appeals
# Processed Time /Appeal Total Time
Appeals 100 3o minutes 5o hours
Not - to-Exceed Fees:
Phone Bank
Cost Basis Rate # Hours Total Cost
800 Phone Number Monthly s 500 1 month s 5oa
Telephone Clerk Hourly s 25 224 $ 5,600
Assessment Specialist Hourly s 85 14 s 1,190
Supervisor Hourly s 250 o s -
Subtotal Phone Bank $ 7,290
Appeals
Cost Basis Rate # Hours Total Cost
Assessment Specialist Hourly s 85 5o $ 4,25
Supervisor Hourly s 15o 25 $ 3,75
Subtotal Appeals S 8,000
Not -to- Exceed Estimate $ 15,290
GOVERA OP ID:BMUS
ACC
CERTIFICATE OF LIABILITY INSURANCE
DATE (MMIDDNYY11
10116/12
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFHE POLICIES
THIS CERTFICATETE DOES NOT FOFMINSURANCE DOES NOT ATIVELY OR LCONSTITUTEXA CONTRACT BETWEEN TEND OR ALTER THE OTHE ISSUING NSURERS),VERAGE AFFORDED BY TAUT AUTHORIZED
BELOW. CERTIFATE
REPRESENTATIVE OR PRODUCER, AND T ATE HOLDER.
IMPORTANT: If the certificate holder Is an DDITION o st be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, cert policies rsement. A statement on this certificate does not confer rights to the
certificate holder In lieu of such endorsement
PRODUCER 850-878-2121 NAME; FAx
Earl Bacon Agency, Inc O(PO JB79-212 PHONE No E AIC No :
3131 Lonnbladh Road v
P.O. Box 12039 ADDRESS:
Tallahassee, FL 32317 INSURERS) AFFORDING COVERAGE NAIC s
ohn R. Nolen, Jr/Al 94134 �
NSURERA: he Phoenix Insurance Company-25623
INSURED Government Services Group ANAL
Attn: Kathy Lindsey
uRERB: uto-Owners Insurance Company
18988
INSURER C: TheTravelers IndemnityCom an
25658
1500 Mahan Dr., #250
Tallahassee, FL 32308
INSURERD:Zenith Insurance Co
13269
INSURER E
INSURER F
COVERAGES GtK I It-11.A l t Nummr-tc: • •— —•— "ABOVE IE FOR THE POLICY PERIOD
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABO
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. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
TYPE OF INSURANCE
POLICY NUMBER
AMWQ=
LIMBS
A
GENERAL LIABILITY
X COMMERCIAL GENERAL LIABILITY
CLAIMS -MADE � OCCUR
X
6807521 H602
a
AP V SK AG
DAGENERAL
WA A _
11101/12
Nf
11101/13
EACH OCCLRRENCEDYqA-\GE
$ 2,000,00
TO RENTED
PREMISES Ea occurence
$ 300,00
MED EXP (Any one person)
$ 5,00
PERSONAL d ADV INJURY
$ 2,000,00
AGGREGATE
$ 4,000,00
GENL AGGREGATE LIMIT APPLIES PER.
fflPCLICY PRo- OC
PRODUCTS - COMP/OP AGG
$ 4,000,00
Em Ben.
$ 2,000,00
B
AUTOMOBILE LIABILITY
X ANY AUTO
ALL OWNED SCHEDULED
AUTOS AUTOS
NON-OVVNED
HIRED AUTOS AUTOS
X
4853169600
09/01/12
09/01/13
Ea accident
$ 1,000,00
BODILY INJURY ;Per person)
$
BODILY INJURY )Per accident)
$
PROPERTY DAMAGE
Pe� accdent
$
$
C
ID
X
UMBRELLA LIAR
EXCESS LIAB
X
OCCUR
CLAIMS -MADE
X
2431Y9141
11/01/12
11/01/13
EACH OCCLRRENCE
$ 5,000,00
AGGREGATE
$ 5,000,00
D X RETENTION 5.000
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANY PROPRETORIPARTNERIEXECUTIVE Y�
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below#
NIA
36D45319
11/01/12
11/01/13
X WC STATU- OTFF
TORY LIMITS ER
E.L EACH ACCIDENT
$ 1,000,00
. L DISEASE - EA EMPLOYE
1 000,00
$ ,
L DISEASE -POLICY LIMIT
LE
1,000,00
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101, Additional Remarks Schedule, it more space is required)
MOCOKE2 I
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
Monroe County
1100 Simonton Street AUTHORIZED REPRESENTATIVE
Key West, FL 33040 1 /;Zoe _nL1 (_
Col
CORPORATION. All rights reserved.
ACORD 25 (2010/05)
The ACORD name and logo are registered marks of ACORD
GOVER-4 OP ID: GS
k. � CERTIFICATE OF LIABILITY INSURANCE
1°A�"0813111312
12
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder In Ileu of such endorsements .
PRODUCER 850-878-2121
Earl Bacon Agency, Inc
3131 Lonnbladh Road 850-878-21
P.O. Box 12039
Tallahassee, FL 32317
John R. Nylen, Jr/A194134
NAME;
PHONE FAX
No Ext ; No):
ADDRESS
WSURE S AFFORDING COVERAGE
NAIL s
INSURER A: Underwriters at Lloyds, London
INSURED Government Services Group Inc.
Kathy Lindsey
1500 Mahan Dr., #250
Tallahassee, FL 32308
'
INSURERB:
INSURERC:
INSURERD:
INSURERE:
rnVFRAr:FS rFRTIFICATF NIIMRFR• RFVISIt7N NLIMRFR-
THIS IS TO CERTIFY THAT 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. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
TYPE OF INSURANCE
POLICY
POLICYX
LIMITS
GENERAL LIABILITY
EACH OCCURRENCE
$
COMMERCIAL GENERAL LIABILITY
D.AMAG TO RENTED
PREMISES (Ea occurrence
$
CLAIMS -MADE OCCUR
MED EXP (Any one person)
$
PERSONAL & ADV INJURY
$
GENERAL AGGREGATE
$
GEN'L AGGREGATE LIMIT APPLIES PER.
PRODUCTS - COMP/OP AGG
$
POLICY Pita LOC
I
$
AUTOMOBILE LIABILITY
Ea accident
BODILY INJURY (Per person)
$
ANY AUTO
- -
ALL OWNED SCHEDULED
AUTOS AUTOS
BODILY INJURY (Per accident)
$
PROPERTY DAMAGE
Per accident
$
NON -OWNED
HIRED AUTOS AUTOS
UMBRELLAIAB
OCCUR
EACH OCCURRENCE
$
AGGREGATE
$
EXCESS LIAB
CLAIMS -MADE
WORKERS COMPENSATION
AND EMPLOYERS' LIABILnY Y 1 N
ANY PROPPIETORIPARTNERIEXECUTIVE
WC STATIC I I OTH-
TORY LIMITS R
EL EACH ACCIDENT
$
OFFICER/MEMBER EXCLUDED? ❑
N 1 A
E.L DISEASE - EA EMPLOYE
$
(Mandatory in NH)
f yes, describe under
DESCRIPTION OF OPERATIONS below
E.L DISEASE - POLICY LIMIT
$
A
Professional
ME0106797712
07/13/12
07/13/13
Per Claim 5,000,00(
Claims -Made Form
Aggregate 5,000,0
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES WIRch ACORD 101, Addltlonal Remarks Schedule, B more space Is required)
etro Date: 7/13/95• Meridian Community Services Retro Date: 213/05
Deductible: $10,006
rCRTICIrATC unI 1100 rAMr=I I ATInN
MOCOKE2
ON
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
71100
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE MOTH THE POLICY PROVISIONS.
nroe County
Simonton Street
AUTHORI�DREPRESENTATIVE
Key West, FL 33040
/9-0 4 _7�7 L_ Q1
O 1988-2010 ACORD CORPORATION. All rights reserved.
ACORD 25 [2010105) The ACORD name and logo are registered marks of ACORD