08/17/2016 AgreementAMY HEAVILIN, CPA
CLERK OF CIRCUIT COURT & COMPTROLLER
MONROE COUNTY, FLORIDA
DATE: September 9, 2016
TO: Mayte Santamaria
Senior Director, Planning and Environmental Resources
FROM: Cheryl Robertson Executive Aide to the Clerk of Court & Comptroller G/c
At the August 17, 2016 Board of County Commissioner's meeting the Board granted approval and
execution of the following Item I3 Approval of a contract with RRC Associates to (1) conduct a data -
based survey of employers located in the unincorporated and incorporated parts of Monroe County to
verify the employment patterns and the building floor area used for nonresidential development, and to
(2) prepare the prototypical workforce/affordable housing unit(s), including size ranges, building
materials and costs of construction, to be utilized by the County for the adoption of inclusionary housing
requirements to address nonresidential and transient development; for a fixed price, not -to -exceed
contract of $49,171.00.
Enclosed is a duplicate original of the above -mentioned for your handling. Should you have any
questions, please feel free to contact our office.
cc: County Attorney
Financy
File V
500 Whitehead Street Suite 101, PO Box 1980, Key West FL 33040 Phone: 305-295-3130 Fax: 305-295-3663
3117 Overseas Highway, Marathon, FL 33050 Phone: 305-289-6027 Fax: 305-289-6025
88820 Overseas Highway, Plantation Key, FL 33070 Phone: 852-7145 Fax: 305-852-7146
AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN
RRC ASSOCIATES AND MONROE COUNTY
THIS A REEMENT (hereinafter "Contract/Agreement") is made and entered into this M414*-
day of , 2016, by Monroe County (hereinafter "COUNTY), a political subdivision of
the State of florida, whose address is 1100 Simonton Street, Suite 205, Key West, Florida 33040,
and RRC ASSOCIATES (hereinafter "RRC/Contractor"), having a principal place of business at:
4770 Baseline Road #360, Boulder, Colorado 80303.
Section 1. SCOPE OF SERVICES
RRC 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 is hereby
incorporated as if fully set forth herein.
Section 2. COUNTY'S RESPONSIBILITIES
2.1 Designate in writing a person ("Contract Manager") with authority to act on the COUNTY's
behalf on all matters concerning this Agreement's deliverables and work product.
2.2 Perform and carry out in a professional and proper manner the duties for the COUNTY
described in Exhibit "A."
2.3 Coordinate with RRC as necessary for RRC's performance of the tasks in Exhibit "A."
Section 3. TIME OF COMPLETION
The services to be rendered by the RRC shall be commenced upon execution of this agreement
by the undersigned parties and the work contemplated herein shall be completed in accordance
with the schedule mutually agreed to in writing by the COUNTY and RRC as shown in Exhibit
"A," and shall be completed no later than 150 calendar days from effective date of contract unless
this Agreement is subsequently amended by the mutual written consent of the COUNTY and
RRC. Subsequent services shall be performed in accordance with schedules of performance
which shall be mutually agreed upon in writing by COUNTY and RRC. COUNTY, through its
Assistant County Administrator, shall have the authority to amend such schedule.
Section 4. COMPENSATION
4.1 The maximum compensation available to RRC under this Agreement is based upon the
activities and deliverables contemplated by the Scope of Services. The COUNTY agrees
to pay RRC based on completion of work within the Scope of Services according to the
deliverables detailed in the Scope of Services.
4.2 Compensation shall be paid by deliverable completed and deemed satisfactory by the
Contract Manager. Any additional services included in the last paragraph of Exhibit "A"
entitled "Costs and Budget for Additional Meetings" must be authorized in writing by
the Monroe County Board of County Commissioners.
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r.
4.3 The total not -to -exceed cost for providing the services contained in Phases 1, 2 and 3 is
$49,171.00. There shall be no reimbursable items.
Section S. PAYMENT TO RRC
5.1 Monthly payments 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 and the payment amount
requested. RRC must submit to the COUNTY Contract Manager, who will review the
request. The Contract Manager shall note his/her approval on the request and forward it
to the Clerk for payment. If request for payment is not approved, the Contract Manager
must inform RRC in writing that must include an explanation of the deficiency that caused
the disapproval of the request.
5.2 RRC shall submit, by U.S. Postal Service certified mail, each month an invoice by tasks
as detailed in the Scope of Services in the following form and address:
Monroe County Planning & Environmental Resources Department
Subject: Agreement for Professional Services - RRC - Invoice
Attn: Senior Director Mayte Santamaria
2798 Overseas Highway
Marathon, Florida 33050
5.3 Any extension of this contract into the County's next fiscal year is contingent upon an
annual appropriation by Monroe County.
Section 6. CONTRACT TERMINATION
Either party may terminate this contract because of the failure of the other party to perform its
material obligations under the Contract. COUNTY may terminate this contract for any reason upon
fifteen (15) calendar days written notice to RRC. COUNTY shall pay RRC for work performed
through the date of termination.
Section 7. AUTHORIZATION OF WORK ASSIGNMENTS
7.1 All work assignments beyond or in addition to those set forth in Scope of Services -
EXHIBIT "A" shall be authorized in writing and approved by the Monroe County Board of
County Commissioners.
7.2 There may be additional instructions or provisions specific to the authorized work in the
Scope of Services 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 amendment to or modification of this Agreement. Authorizations shall
be dated and serially numbered.
7.3 RRC shall not assign or transfer any rights under or interest in (including, but not without
limitations, monies that may become due or monies that are due) this Agreement or
subsequent Task Assignment(s) contemplated herein (inclusive of Scope of Services -
Exhibit "A") without the express written consent of the COUNTY, except to the extent
that any such assignment 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
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any task assignment, no task assignment will release or discharge such assignor or
transferor from any duty or responsibility under this Agreement.
Section 8. NOTICES
All notices, requests, and authorizations provided for herein shall be in a signed document and
shall be hand delivered, or mailed by U.S. Postal Service certified mail return receipt requested,
or sent by courier service with a signed receipt, to the addresses as follows:
To the COUNTY:
With copies to:
Monroe County Planning & Environmental Resources Department
Subject: Agreement for Professional Services - RRC
Attn: Senior Director Mayte Santamaria
2798 Overseas Highway, Marathon, FL 33050
Monroe County - County Administrator Roman Gastesi, Jr.
Monroe County Historic Gato Building
1100 Simonton Street, Suite 205
Key West, Florida 33040
and
Robert B. Shillinger, County Attorney
1111 121h Street
Key West, FL 33040
and
To RRC ASSOCIATES:
Chris Cares, Principal
RRC Associates
4770 Baseline Road #360
Boulder, Colorado 80303
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 by hand, courier service with proof of delivery, or, if mailed, when
deposited in the mails, registered, postage paid, return receipt requested.
Section 9. PUBLIC RECORDS
RRC shall maintain all books, records, and documents directly pertinent to performance under
this Agreement in accordance with generally accepted accounting principles consistently applied
and in compliance with the records retention schedule(s) adopted by the Florida Department of
State - Division of Library Services pursuant to Florida Statute Section 119.021(2) (2015). Upon
ten (10) business days' written notice and during normal business hours, each party to this
Agreement or their authorized representative(s) 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
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Agreement and for the duration of the statutorily required retention period following the termination
and/or satisfaction and termination of this Agreement. The preceding records access and
retention requirements shall not apply to RRC's records to the extent that such records are not
deemed Public Records pursuant to Chapter 119 of the Florida Statutes. If an auditor employed
by the COUNTY or Clerk determines that monies paid to RRC pursuant to this Agreement were
spent for purposes not authorized by this Agreement, RRC shall repay the funds.
Section 10. EMPLOYEES SUBJECT TO COUNTY ORDINANCE NOS. 010 AND 020-1990
RRC 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 COUNTY may, in its discretion, terminate this Agreement without
liability and may also: in its discretion, deduct from this Agreement or purchase price(s) thereto,
or otherwise recover the full amount of any fee, commission, percentage, gift or consideration
paid to such former County officer or employee.
Section 11. CONVICTED VENDOR
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 bid on a contract with a public entity for the construction or
repair of a public building or public work, may not perform work as RRC, a supplier, or as RRC
under 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 of the Florida Statutes for Category
2 for a period of 36 months from the date of being placed on the convicted vendor list.
Section 12. GOVERNING LAW, VENUE, INTERPRETATION, COSTS AND FEES
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. Exclusive venue
for any adversarial proceeding, mediation, or litigation arising from, relating to, or in connection
with this agreement shall be in the Sixteenth Judicial Circuit in and for Monroe County, Florida.
Section 13. 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 RRC agree to reform this Agreement and any amendment thereto to replace any
stricken provision with a valid provision that comes as close as possible to the intent of the stricken
provision.
Section 14. ATTORNEY'S FEES AND COSTS
The COUNTY and RRC 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, investigative, and
out-of-pocket expenses, as an award against the non -prevailing party, and shall include attorney's
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fees, courts costs, investigative, and out-of-pocket expenses at trial, before an administrative
hearing officer, and in appellate proceedings. The immediately preceding sentence does not alter
the limitation on attorney fees under Section 768.28, Florida Statutes. Mediation proceedings
initiated and conducted pursuant to this Agreement shall be in accordance with the Florida Rules
of Civil Procedure. This Agreement is not subject to arbitration.
Section 15. BINDING EFFECT
The terms, covenants, conditions, and provisions of this Agreement shall bind and inure to the
benefit of the COUNTY and RRC and their respective legal representatives, successors, and
assigns.
Section 16. 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.
Section 17. ADJUDICATION OF DISPUTES OR DISAGREEMENTS
COUNTY and RRC agree that all disputes and disagreements shall be attempted to be resolved
by meet and confer sessions between representatives of each of the parties. If no resolution can
be agreed upon within 30 calendar days after the first meet and confer session, such issue(s)
shall be discussed at a public meeting of the Monroe County Board of County Commissioners. If
such issue(s) are still not resolved to the satisfaction of the parties, then either party shall have
the right to seek such relief or remedy as may be provided by this Agreement or by Florida law.
Section 18. 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 RRC 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 RRC specifically agree that no party to this
Agreement shall be required to enter into any arbitration proceedings related to this Agreement.
Section 19. NONDISCRIMINATION
COUNTY and RRC 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 rendition date of the court order. COUNTY and RRC 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: Title VII of the Civil Rights Act of 1964 (PL
88-352) which prohibits discrimination on the basis of race, color or national origin; 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; Section 504 of the Rehabilitation Act of 1973, as
amended (20 USC s. 794), which prohibits discrimination on the basis of handicap(s); The Age
Discrimination Act of 1975, as amended (42 USC ss. 6101-6107) which prohibits discrimination
on the basis of age; The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as amended,
relating to nondiscrimination on the basis of drug abuse; The Comprehensive Alcohol Abuse and
Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-618), as amended,
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relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 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 patient records; 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; The Americans with Disabilities Act of 1990 (42 USC s. 1201), as may be
amended from time to time, relating to nondiscrimination on the basis of disability; Any other
nondiscrimination provision(s) in any federal or Florida statutes which may apply to the parties to,
or the subject matter of, this Agreement.
Section 20. COVENANT OF NO INTEREST
COUNTY and RRC covenant that neither presently has any interest, and shall not acquire any
interest, which would conflict in any manner or degree with its performance under this Agreement,
and that the only interest of each is to perform and receive benefits as recited in this Agreement.
Section 21. CODE OF ETHICS
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.
Section 22. NO SOLICITATION/PAYMENT
The COUNTY and RRC 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, RRC 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.
Section 23. PUBLIC ACCESS
The COUNTY and RRC shall allow and permit reasonable access to, and inspection of, all
documents, papers, letters, or other materials in its possession or under its control subject to the
provisions of Chapter 119, Florida Statutes, and made or received by the COUNTY and RRC in
conjunction with this Agreement; and the COUNTY shall have the right to unilaterally terminate
this Agreement upon violation of this provision by RRC.
Additionally, in accordance with Florida Statute Section 119.0701 (2015), RRC shall:
(a) Keep and maintain public records that ordinarily and necessarily would be required by the
public agency in order to perform the service.
(b) Provide the public with access to public records on the same terms and conditions that
the undersigned public agency would provide such records and at a cost that does not
exceed the cost provided in Chapter 119, Florida Statutes, or as otherwise provided by
law.
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(c) Ensure that public records that are exempt from public records disclosure requirements
under Chapter 119, Florida Statutes, are not disclosed except as expressly consented to
and authorized by COUNTY, and ensure that public records that are confidential and
exempt from public records disclosure requirements under Chapter 119, Florida Statutes,
are not disclosed except as authorized by law.
(d) Meet all requirements under Chapter 119, Florida Statutes, for retaining public records
and transfer, at no cost, to the public agency all public records in possession of the
contractor upon termination of the contract and destroy any duplicate public records that
are exempt or confidential and exempt from public records disclosure requirements. All
records stored electronically must be provided to the public agency in a format that is
compatible with the information technology systems of the public agency.
Section 24. NON -WAIVER OF IMMUNITY
Notwithstanding the provisions of Section 768.28, Florida Statutes, the participation of the
COUNTY and RRC 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.
Section 25. PRIVILEGES AND IMMUNITIES
All of the privileges and immunities from liability, exemptions from laws, ordinances, and rules
and pensions and relief, disability, workers' compensation, and other benefits which apply to the
activity of officers, agents, or employees of the COUNTY, when performing their respective
functions under this Agreement within the territorial limits of the COUNTY shall apply to the same
degree and extent to the performance of such functions and duties of such officers, agents,
volunteers, or employees outside the territorial limits of the COUNTY.
Section 26. LEGAL OBLIGATIONS AND RESPONSIBILITIES
This Agreement is not intended to, nor shall it be construed as, relieving any participating entity
from any obligation or responsibility imposed upon the entity by law except to the extent of actual
and timely performance thereof by any participating entity, in which case the performance may
be offered in satisfaction of such obligation or responsibility. Further, this Agreement is not
intended to, nor shall it be construed as, authorizing the delegation of the constitutional or
statutory duties of the COUNTY, except to the extent permitted by the Florida Constitution, state
statute, and case law.
Section 27. 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
program contemplated hereunder, and the COUNTY and RRC agree that neither the COUNTY
nor RRC or any officer, or employee, or agent of either shall have the authority to inform, counsel,
or otherwise indicate that any particular individual or group of individuals, entity or entitles, 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.
Section 28. ATTESTATIONS
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RRC agrees to execute such documents as the COUNTY may reasonably require, to include, but
not limited to, a Public Entity Crime Statement, an Ethics Statement, and a Drug -Free Workplace
Statement.
Section 29. NO PERSONAL LIABILITY
No covenant or Agreement contained herein shall be deemed to be a covenant or Agreement of
any officer, employee, or agent of Monroe County in his or her individual personal capacity, and
no officer, employee, or agent of Monroe County shall be liable personally pursuant to this
Agreement or be subject to any personal liability or accountability by reason of the execution or
performance of this Agreement.
Section 30. 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.
Section 31. 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.
Section 32. INDEMNIFICATION
Notwithstanding any minimum insurance requirements prescribed elsewhere in this Agreement,
subject to and without waiving the provisions of Section 768.28, Florida Statutes, each party
agrees to defend, indemnify, and hold harmless the other party for any and all claims arising out
of the wrongful actions of the first party, its employees, including (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
RRC or any of its employees during the term of this Agreement, or (B) RRC'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 negligent acts of the COUNTY or any of its employees or agents (other than RRC).
Insofar as such 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.
Section 33. INDEPENDENT CONTRACTOR
At all times and for all purposes hereunder, RRC is an independent CONTRACTOR and not an
employee of the Monroe County Board of County Commissioners. No statement contained in this
Agreement shall be construed so as to find RRC 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 RRC shall provide independent, professional judgment and comply
with all Federal, state, and local statutes, ordinances, rules, and regulations applicable to the
services to be provided pursuant to this Agreement.
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Section 34. DELAY
RRC agrees that no charges or claims for damages shall be made by it for any delays or
hindrances attributable to the COUNTY during the progress of any portion of the services
specified in this contract. If possible, such delays or hindrances, if any, shall be compensated for
by the COUNTY by an extension of time for a reasonable period for RRC to complete the work
schedule. Such an Agreement shall be made between the parties based on funding availability.
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IN, WITNESS WHEREOF, the parties hereto have caused these presents to be executed
on the 29th day of July , 2016.
10
I
Print Name: David Becher
Signature: _ t_� o� �
Title: Director of Research
Witness No. 1:
(Print Name)
Witness No. 1:
' na
State of
County of
MONROE COUNTY
BOARD OF COU SI RS
BY:
Mayor fh arruthers
MONAOE COUNTY ATTORNEY
A OVED AS TO+FOR
Date:
Witness No. 2:
(Print Name)
tness No. 2:
(Signature) �-
,�.
C;a
W
On this d of , 2016, before me, the undersigned notary public, personally
appeared who states he is authorized to execute this
document, and is known to me to be the person whose name is subscribed above or who
produced as identification, and acknowledged that he is the person who
executed the document above for the purposes therein contained.
G -':�' I_-vep-D
Notary Public (Printgame)
' C
Notary Public (Sign ure)
My Commission expires on: 05t4d6 /j'y
Page 10 of 13
KAREN HODGSON
NOTARY PUBLIC
STATE OFCOLORADO
NOTARY ID # 19954005455
MY COMMISSION EXPIRES APRIL 06, 2019
(Seal)
EXHIBIT A: SCOPE OF SERVICES:
SURVEY ON EMPLOYMENT PATTERNS AND
NON-RESIDENTIAL BUILDING SPACE, AND PREPARATION OF PROTOTYPICAL
WORKFORCE/AFFORDABLE HOUSING UNIT CONSISTENT WITH COUNTY GOALS
RRC Associates (hereinafter "RRC") proposes entering into a fixed price, not -to -exceed contract with
Monroe County (hereinafter "County") of $49,171.00, to u conduct a data -based survey of employers
located in the unincorporated and incorporated parts of Monroe County to verify the employment patterns
and the building floor area used for nonresidential development, and to fQ prepare, in cooperation and
consultation with County staff, the prototypical workforce/affordable housing unit(s) that is/are consistent
with the workforce/affordable housing goals of the County.
PHASE ONE: SURVEY ON CURRENT EMPLOYMENT PATTERNS AND
NONRESIDENTIAL BUILDING SPACE
RRC shall complete four tasks in Phase One in the course of producing a survey to document the current
employment patterns and the nonresidential building floor area associated with nonresidential
development (i.e. commercial, industrial, office, and other development which is not residential in nature).
Tasks include:
Task 1: Finalize the Study Objectives and
Parameters.
RRC and County staff shall hold a conference call, at a date and
time to be pre -determined by the Senior Director of the Monroe
County Planning & Environmental Resources Department
(hereinafter "Senior Director"), to finalize the objectives of the
employment patterns and non-residential floor area survey.
Task 2: Design the Survey Questionnaire and
Cover Letter.
RRC shall develop a survey to collect data on employment patterns
and utilization of non-residential floor area in Monroe County (both
unincorporated and incorporated Monroe County). The purpose of
this survey is to capture local source data for the purposes of
calculating employment per 1000 square feet of floor area for
different employment sectors and types of space (e.g. retail,
industrial, office, etc.).' RRC shall develop an initial draft survey and
cooperate and coordinate with County staff to refine and finalize
said survey; RRC will submit up to three successive survey drafts by
email for County review. It is anticipated that this survey shall be no
more than two 8.5"x11" page sides in length. RRC shall also draft a
cover letter to introduce the survey and encourage response.
County staff shall review, edit and approve said cover letter. RRC
requests that a county official sign the cover letter.
Task 3: Conduct Random Sample Survey of
Confirm study objectives and parameters
with County staff
Design survey questionnaire and cover
letter conduct survey consistent with
scope
Conduct random sample employer survey
Report survey results
Confirm study objectives and parameters
with RRC
Review survey questionnaire and cover
letter, and provide written comments
Assist RRC with the logistics of the survey
consistent with the scope (e.g. assist with
publicizing survey)
Review Report on survey results, and
provide written comments, and reach
mutual agreement on than es
IN -PERSON MEETING(
None
SCHEDULE
Completed: lzo calendar days from
Project Initiation effective date of
contract
Employers.
In Task 3, RRC shall conduct a random sample survey of employers, utilizing the survey
questionnaire and cover letter developed in Task 2. RRC will contact approximately 3,000 randomly
selected employers in Monroe County (including in the cities and unincorporated area) to participate
1 In addition, the survey shall also address Monroe County's affordable/workforce housing needs and priorities
from the perspective of employers.
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in a mailback survey with the option for employers to complete the survey online (RRC will securely
maintain and host the online survey). It is anticipated that RRC will purchase an employer mailing list
from a commercial list vendor; RRC, however, is open to using other list sources requested by the
Senior Director. A reminder postcard will also be sent to encourage survey responses approximately
7 to 10 calendar days after the initial survey mail -out. RRC will work with Monroe County to
implement a supporting publicity effort to encourage awareness and response to the survey, such as
press releases. RRC would draft the press releases for County review, and the press releases would
be issued to the media by County staff.
Task 4: Report Survey Results.
In Task 4, RRC shall prepare a brief summary report on the survey(s) findings, with accompanying
charts and tables for review by the County in .pdf format within four weeks of completion of the
survey. The County shall review the report and provide feedback, which RRC will incorporate in the
final report in .pdf format. RRC shall also prepare and provide to the County an Excel database of raw
survey data, particularly regarding employment levels, building floor area, employment sectors, and
related data such as industry sector and location, to facilitate an analysis of employment generation
rates associated with particular categories of employers and nonresidential space users.
PHASE TWO: PREPARATION OF PROTOTYPICAL
WORKFORCE/AFFORDABLE HOUSING UNIT
CONSISTENT WITH COUNTY GOALS
In Phase Two, RRC shall prepare, in cooperation and consultation with
County staff, the prototypical workforce/affordable housing unit(s) that
is/are based on and consistent with the workforce/affordable housing goals
of the County. The prototype shall be designed to address the size ranges
of dwelling units (by square feet and number of bedroom(s)), the typical
number of occupants in a unit, and the types of Florida Building Code -
compliant building materials that can be used. In addition, the cost(s) of
construction (per square foot) and land acquisition cost(s) shall be
estimated using best available data as provided by the county or county
agency on costs to develop local affordable/workforce housing projects,
and recent real estate sales for land. RRC will work with County staff to
identify the data needs for this analysis.
Once the foregoing analysis is completed, RRC shall create a draft of such
prototypical unit(s) in memo. form, and circulate this draft memo to County
staff for review and comment. County staff will review this draft, and
provide RRC with a set of consolidated written comments. Subsequently,
RRC shall conduct a conference call with County staff to discuss these
consolidated written comments and reach consensus regarding revisions
thereto, if any. RRC shall then make changes mutually agreed -upon by
both the County and RRC, and submit a final memo in .pdf format to the
County's Senior Director.
PREPARATIONPHASE TWO: .
PROTOTYPICAL
WORKIFORCE/AFFORDABLE
HOUSING•
COUNTY•
RESPONSIBILITIES
DELIVERABLES
Prepare analysis and memo. of
prototypical workforce/affordable housing
unit(s)
Conduct telephone conference with
County staff to discuss staff comments on
memo
Revise memo. based on mutually agreed
changes between County staff and RRC
Review and provide consolidated written
comments on memo.
Conduct conference call with RRC
representative to discuss comments on
memo, and reach mutual agreement on
changes
IN -PERSON MEETING(S)
None
SCHEDULE
Completed: 120 calendar days from Project
Initiation effective date of contract
Page 12 of 13
PHASE THREE: MEETINGS TO PRESENT SURVEY REPORT AND
a:TelILei daRC1weL1k1
After completion of the Survey Report and the Prototypical Unit PHASE THREE: MEETINGS TO
Final Memo are prepared for public review, RRC shall present PR ESE NTSURVEY REPORT AND
these and answer questions at a meeting with the Board of PROTOTYPICAL
County Commissioners. RESPONSIBILITIES
Conduct a meeting on the Survey Report
and Prototypical Unit with the Board of
County Commissio6ers
COUNTY STAFF
Organize mee,mq
IN -PERSON MEETING(S)
One, two -day trip to the County to conduct
a meeting
Completed: To be mutually agreed upon
between County staff and RRC
TOTAL NOT -TO -EXCEED COSTS, BY TASK
TASK
PHASE ONE: SURVEY
Task 1: Confirm Study Objectives
Task 2: Design Survey Questionnaire and Cover Letter
Task 3: Conduct Random Sample Survey of Employers
Task 4: Report Survey Results
PHASE TWO: PREPARATION OF PROTOTYPICAL UNIT(S) MEMO
PHASE THREE: MEETING TO PRESENT SURVEY REPORT AND
PROTOTYPICAL UNIT(S) MEMO
Price
$1,090.00
$4,450.00
$11,484.00
$8,355.00
$8,160.00
$15,268.00
$49,171.00
Cost and Budget for Additional Meetings with RRC physical attendance. RRC's all-inclusive daily
rate for an additional two days of meetings shall be $2,250.00 for 1 RRC Associates staff person, per day
($4,500.00 for two days of meetings, for 1 RRC Associates staff person). The rate includes the fees for
the professional's time, project expenses, travel -related expenses, and all other costs. If requested by the
County to participate in and/or provide services for additional meetings, this Agreement may be amended
using this daily rate, unless otherwise provided in such amendment(s).
Page 13 of 13
'o d CERTIFICATE OF LIABILITY INSURANCE
DATE (MMIODIYYYY)
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 policyties) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terns and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certiflcats holder in lieu of such endorsements .
PRODUCER CONTACT ONvia Stair
Rick Baker & Associates Insurance, Inc PHONE 303 4-3334 FAx 303 444-2716
5360 Arapahoe Ave, Ste G EIM1ADDRE67 rick ckbakerinsurence.com
Boulder, CO 80303 s AFFORDING COVERAGE NArc 0
License#: 27695 INSURER A. The Ha C
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RRC ASSOCIATES LLC
4770 BASELINE ROAD STE.
365-360
BOULDER, CO 80303
REVISION NUMBER: 46
COVERAGES CERTIFICATE NUMtltK: Uuewvw•1 r1,a1
THIS IS TO CERTIFY THAT THE POUCIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED
INDICATED. NOTWITHSTANDING ANY REQUIREMENT. TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN
EXCLUSIONS AND CONDITIONS OF SUCH POLICES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAS S.
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DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, AddRionsl Rennrss BaMduM. "my be stue"d E men spa" Is f"Wmd)
Monroe County BOCC is included as additional insured on the general, auto & umb terms and
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Monroe County BOCC
2798 Overseas Highway Suite 400
MARATHON, FL 33050
SHOULD ANY OF THE ABOVE DESCRIBED POLICES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH TH6 POLICY PROVISIONS.
AUoRZ�REPRESENTATIVE
ae. en.e Arnon CnO0F%0ATInN- All riahta
ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD
nted by ORB on August 01.2016 at 04 33PM