Item H1Coun of Mo
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A p si ,�1
BOARD OF COUNTY COMMISSIONERS
Mayor George Neugent, District 2
T he Fl orida Keys
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Mayor Pro Tem David Rice, District 4
Danny L. Kolhage, District I
Heather Carruthers, District 3
Sylvia J. Murphy, District 5
County Commission Meeting
March 15, 2017
Agenda Item Number: H.1
Agenda Item Summary #2675
BULK ITEM: Yes DEPARTMENT: Building
TIME APPROXIMATE: STAFF CONTACT: Ed Koconis (305) 453 -8727
N/A
AGENDA ITEM WORDING: Approval of a Contract with Advanced Data Solutions, Inc. to
perform Professional Services for the Scanning and Digitizing of Records, in an amount not to
exceed $49,900.
ITEM BACKGROUND:
The Building Department has been working toward converting closed building permits into
electronic format. Supplementing staff efforts with a contractor resulted in over 5,400 permits
scanned and digitized from June — September 2016 substantial number of closed building permits to
be scanned and digitized. On January 26, 2017 two responses were received pursuant to a request
for written price quotes. Advanced Data Solutions, Inc. quoted the lowest price.
PREVIOUS RELEVANT BOCC ACTION:
July 20, 2016 — BOCC ratified a small contract with Advanced Data Solutions, Inc. to perform
Professional Services for the Scanning and Digitizing of Records, in an amount not to exceed
$49,900.
CONTRACT /AGREEMENT CHANGES:
N/A
STAFF RECOMMENDATION: Approval
DOCUMENTATION:
Scope of Services and Summary Comparison of Responses
Scanning Contract
FINANCIAL IMPACT:
Effective Date: Upon Execution
Expiration Date: September 15, 2017
Total Dollar Value of Contract: $49,900
Total Cost to County: $49,900
Current Year Portion: $49,900
Budgeted: Yes
Source of Funds: 180 - 52502 - 530 -340
CPI: No
Indirect Costs: No
Estimated Ongoing Costs Not Included in above dollar amounts: None
Revenue Producing: No
Grant: No
County Match: N/A
Insurance Required: No
Additional Details:
If yes, amount:
03/15/17 180 -52502 - BUILDING DEPARTMENT
$49,900.00
REVIEWED BY:
Rick Griffin
Completed
Assistant County Administrator Christine
Hurley
02/22/2017 1:37 PM
Steve Williams
Completed
Budget and Finance
Completed
Maria Slavik
Completed
Ed Koconis
Completed
Kathy Peters
Completed
Board of County Commissioners
Pending
02/22/2017 9:16 AM
Completed
02/24/2017 11:10 AM
02/24/2017 11:16 AM
02/24/2017 11:17 AM
02/24/2017 11:22 AM
02/24/2017 11:57 AM
03/15/2017 9:00 AM
Scope of Services and Summary Comparison of Responses
The Scope of Services requested by the respondents was as follows:
2017 Scope of Services for Scanning of Monroe County Building Department Records
Provide document scanning services for Monroe County Building Department. This
includes pick up /delivery service, document preparation, scanning both in color and
black and white (estimate is 10% color and 90% black and white), digitizing the
information in a .pdf format, indexing it in the native format of our current system
(Captaris /OpenText — Alchemy), and delivering the information to our office in Key
Largo either by DVD, USB hard drive or USB flash drive. This also includes Database
Management, herein defined as ensuring that the new Alchemy data storage is
successfully integrated into our existing Alchemy structure and assisting with the
management of problems with the Alchemy Archival System. Boxes will consist of large
format blueprints of various sizes and letter /legal documents.
This project price is $49,900 and includes the above scope for an estimated 20,000
large format blue prints and the remaining amount to be determined by the vendor for
said scope for letter /legal documents, disc copies or on USB flash drive, database
management, and pick -up /delivery. The start date is expected to be approximately
March 1, 2017 (as soon as possible following contract execution) and the project
completion date is September 15, 2017.
Summary Comparison of Responses illustrating lowest quote by Advanced Data
Solutions, Inc.
The project price for each of the two respondents therefore includes the same 20,000
large format document pages along with indexing, pickup and delivery, database
management, and disc copies of all documents. The difference would be in the number
of letter /legal /ledger size documents scanned and digitized. Advanced Data Solutions,
Inc. estimates approximately 965,000 images could be scanned while Image One
Corporation estimates about 655,556 images could be scanned This is partly due to
Image One Corporation charging for document preparation while Advanced Data
Solutions, Inc. includes document preparation in their per image fee. Project pricing
estimates are included on the following two pages; first for Advanced Data Solutions,
Inc. and then for Image One Corporation.
Scanning and Digitizing of Monroe County Building Department Records — 01 -26 -17 @ 5 PM
1. Color Conversion of Small Format (Index Card /Letter /Legal /Ledger) $0.032 /image
Documents
2. Color Conversion of Large Format (larger than Ledger up to and including $0.320 /image
Architectural Size E) Documents
3. Document Keyword Index $0.0025 per
Keystroke
4. Pickup, Temporary Storage, and Return of Documents - (Maximum of $150.00 per
125 Boxes per Trip) Trip ($300.00
Per Round Trip
To /From County
Offices in Key
Largo).
5. Database Management No Charge
(Ongoing File, Folder, Index, Profile Organization, Cumulative and
Consecutive Discs Created Within Alchemy Platform /No Batch Import
Requirement by County IT Professionals or Database Management)
6. Disc Copies $15.00 per Disc
Quantity of letter /legal documents over initial 20,000 images to equal $49,900.00 project price will be
approximately 965,000 images @ $.032 /image.
in addition, there would be approximately 25 -30 discs @ $15.00 per disc, 7 roundtrip pickups/drop-
offs @ $300.00 per trip, and 4,026,000 keystrokes @ .0025 per keystroke.
s �lw o� � y� cL L��, c, ,�,,,� C
Kay McNeil, Operations Director, Advanced Data Solutions, Inc. Date
Project Estimate
QTY
Product
Code
Description
Price
Extended Price
18000
large
format b/w
large format drawings, black and white
$0.4500
$8,100.00
2000
large
format
color
large format drawings, color
$0.4500
$900.00
20000
indexing
index 3 fields, 40 characters total
$0.0480
$960.00
590000
office
docs, b/w
mixed office documents, black and white
$0.0320
$18,880.00
65556
office docs
color
mixed office documents, color
$0.0320
$2,097.79
65556
indexing
Per document: index 3 fields, 40
characters total;
$0.0480
$3,146.69
avg 10 page docs
800
doc prep
doc prep, est (320) boxes @ 2.5 hrs /box
$18.0000
$14,400.00
3
pick-
up /return
pick -up and return, 670 mile round trip;
100+
$500.0000
$1,500.00
boxes, (price may be reduced for
smaller loads)
NOTES:
Sub Total:
Tax:
TOTAL:
$49,984.48
$49,984.48
MONROE COUNTY
CONTRACT FOR PROFESSIONAL SERVICES
PROFESSIONAL SERVICES FOR THE SCANNING AND DIGITIZING OF
RECORDS
THIS CONTRACT is made and entered into this day of , by MONROE
COUNTY ( "COUNTY "), a political subdivision of the State of Florida, whose address is Marathon
Government Center, 2798 Overseas Highway, Marathon, Florida, 33050, and Advanced Data
Solutions, Inc. ( "CONTRACTOR "), whose address is 141 Scarlet Boulevard, Suite A, Oldsmar, Florida
34677.
Section 1. SCOPE OF SERVICES
The CONTRACTOR shall do, perform and carry out in a professional and proper manner certain duties
as described in the Scope of Services on Exhibit A.
Section 2. COUNTY'S RESPONSIBILITIES
Package the permit files for transport to the CONTRACTOR'S scanning facility.
Section 3. TERM
This contract is effective until September 15, 2017.
Section 4. COMPENSATION
Compensation shall be according to the rates shown on Exhibit B, attached. The maximum
compensation available to the CONTRACTOR under this agreement is $49,900.00. The COUNTY
agrees to pay the CONTRACTOR based on completion of work within the Scope of Services according
to product delivered. Compensation shall be only for the amount of work completed, regardless of the
cause of any delay.
Section 5. PAYMENT TO CONTRACTOR
Payment will be made after delivery of digitized documents is received 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.
Section 6. CONTRACT TERMINATION
Either party may terminate this contract because of the failure of the other party to perform its
obligations under the Contract. COUNTY may terminate this contract for any reason upon fifteen (15)
days notice to the CONTRACTOR. COUNTY shall pay CONTRACTOR for work performed through the
date of termination.
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I"
Section 7. AUTHORIZATION OF WORK ASSIGNMENTS
7.1 Additional authorizations may contain additional instructions or provisions specific to the
authorized work for the purpose of clarifying certain aspects of this Agreement pertinent to the
work to be undertaken. Such supplemental instruction or provisions shall not be construed as a
modification of this Agreement. Authorizations shall be dated and serially numbered.
7.2 The CONTRACTOR shall not assign, sublet, sub - contract or transfer any rights under or interest
in (including, but not without limitations, moneys that may become due or moneys that are due)
this agreement or subsequent Work Assignment without the written consent of the COUNTY,
except to the extent that any assignment, subletting, or transfer is mandated by law or the effect
of this limitation may be restricted by law. Unless specifically stated to the contrary in any
written consent to any assignment, no assignment will release or discharge the assignor from
any duty or responsibility under this agreement.
Section 8. NOTICES
All notices, requests and authorizations provided for herein shall be in a signed document and shall be
hand delivered, or mailed, certified / registered / return receipt requested, or sent by courier service with
a signed receipt, to the addresses as follows:
To the COUNTY: Christine Hurley, Assistant County Administrator
Monroe County BOCC
2798 Overseas Highway, Suite 410
Marathon, Florida 33050
Roman Gastesi, County Administrator
1100 Simonton Street, Suite 205
Key West, FL 33040
To the CONTRACTOR: Melody Engle
Advanced Data Solutions, Inc.
141 Scarlet Boulevard, Suite A
Oldsmar, FL 34677
or addressed to either party at such other addresses as such party shall hereinafter furnish to the other
party in writing. Each such notice, request, or authorization shall be deemed to have been duly given
when so delivered, or, if mailed, when deposited in the mails, registered, postage paid.
Section 9. RECORDS
CONTRACTOR shall 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
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term of the agreement and for five years following the termination of this Agreement. If an auditor
employed by the COUNTY or Clerk determines that moneys paid to CONTRACTOR pursuant to this
Agreement were spent for purposes not authorized by this Agreement, the CONTRACTOR shall repay
the moneys together with interest calculated pursuant to Sec. 55.03, FS, running from the date the
monies were paid to CONTRACTOR.
Section 10. EMPLOYEES SUBJECT TO COUNTY ORDINANCE NOS. 010 AND 020 -1990
The CONTRACTOR 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 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.
Section 11. CONVICTED VENDOR
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 with a public entity for the construction or repair of a
public building or public work, may not perform work as a CONTRACTOR, supplier, subcontractor, or
CONTRACTOR 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 the
Category two 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.
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.
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 pr i kins of this Agreement would
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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.
Section 14. 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,
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.
Section 15. 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.
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 CONTRACTOR 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 days after the first meet and confer session, the issue or issues shall be
discussed at a public meeting of the Board of County Commissioners. If the issue or issues are still not
resolved to the satisfaction of the parties, then any 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 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.
Section 19. NONDISCRIMINATION
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 CONTR C k agree to comply with all
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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 handicaps; 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 -616), as amended, 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 patent 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 Note), as
may be amended from time to time, relating to nondiscrimination on the basis of disability; Any other
nondiscrimination provisions in any Federal or state statutes which may apply to the parties to, or the
subject matter of, this Agreement.
Section 20. COVENANT OF NO INTEREST
COUNTY and CONTRACTOR 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 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 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.
Section 23. PUBLIC ACCESS
The COUNTY and CONTRACTOR shall allow and
documents, papers, letters or other materials in
provisions of Chapter 119, Florida Statutes,
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permit reasonable access to
its possession or under its
and made or received b)
Con actor
Initials
, and inspection of, all
control subject to the
r the COUNTY and
County
Initials
CONTRACTOR in conjunction with this Agreement; and the COUNTY shall have the right to unilaterally
cancel this Agreement upon violation of this provision by CONTRACTOR.
Section 24. 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.
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 any public 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
Non - Delegation of Constitutional or Statutory Duties. 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 the 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 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.
Section 28. 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.
Section 29. 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 Monroe County in his or her ine ial capacity, and no member,
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officer, agent or employee of Monroe 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.
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. INSURANCE POLICIES
32.1 GENERAL INSURANCE REQUIREMENTS FOR CONTRACTORS AND SUBCONTRACTORS
As a pre- requisite of the work governed, or the goods supplied under this contract (including the pre -
staging of personnel and material), the CONTRACTOR shall obtain, at his /her own expense, insurance
as specified in any attached schedules, which are made part of this contract. The CONTRACTOR will
ensure that the insurance obtained will extend protection to all Subcontractors engaged by the
CONTRACTOR. As an alternative, the CONTRACTOR may require all Subcontractors to obtain
insurance consistent with the attached schedules.
The CONTRACTOR will not be permitted to commence work governed by this contract (including pre -
staging of personnel and material) until satisfactory evidence of the required insurance has been
furnished to the COUNTY as specified below. Delays in the commencement of work, resulting from the
failure of the CONTRACTOR to provide satisfactory evidence of the required insurance, shall not
extend deadlines specified in this contract and any penalties and failure to perform assessments shall
be imposed as if the work commenced on the specified date and time, except for the CONTRACTOR's
failure to provide satisfactory evidence.
The CONTRACTOR shall maintain the required insurance throughout the entire term of this contract
and any extensions specified in the attached schedules. Failure to comply with this provision may
result in the immediate suspension of all work until the required insurance has been reinstated or
replaced. Delays in the completion of work resulting from the failure of the CONTRACTOR to maintain
the required insurance shall not extend deadlines specified in this contract and any penalties and failure
to perform assessments shall be imposed as if the work had not been suspended, except for the
CONTRACTOR's failure to maintain the required insurance.
The CONTRACTOR shall provide, to the COUNTY, as satisfactory evidence of the required insurance,
either:
• Certificate of Insurance
or
A Certified copy of the actual insurance policy.
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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.
32.2 INSURANCE REQUIREMENTS FOR CONTRACT BETWEEN COUNTY AND CONTRACTOR
Prior to the commencement of work governed by this contract, the CONTRACTOR shall obtain General
Liability Insurance. Coverage shall be maintained throughout the life of the contract and include, as a
minimum:
• Premises Operations
• Bodily Injury Liability
• Expanded Definition of Property Damage
The minimum limits acceptable shall be:
$300,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$100,000 per Person
$300,000 per Occurrence
$ 50,000 Property Damage
An Occurrence Form policy is preferred. If coverage is provided on a Claims Made policy, its
provisions should include coverage for claims filed on or after the effective date of this contract. In
addition, the period for which claims may be reported should extend for a minimum of twelve (12)
months following the acceptance of work by the County.
The Monroe County Board of County Commissioners shall be named as Additional Insured on all
policies issued to satisfy the above requirements.
32.3 VEHICLE LIABILITY INSURANCE REQUIREMENTS
Recognizing that the work governed by this contract requires the use of vehicles, the CONTRACTOR,
prior to the commencement of work, shall obtain Vehicle Liability Insurance. Coverage shall be
maintained throughout the life of the contract and include, as a minimum, liability coverage for:
• Owned, Non - Owned, and Hired Vehicles
The minimum limits acceptable shall be:
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$300,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$100,000 per Person
$300,000 per Occurrence
$ 50,000 Property Damage
The Monroe County Board of County Commissioners shall be named as Additional Insured on all
policies issued to satisfy the above requirements.
32.4 WORKERS' COMPENSATION INSURANCE REQUIREMENTS
Prior to commencement of work governed by this contract, the CONTRACTOR shall have proof of
Workers' Compensation Insurance with limits sufficient to respond to the applicable state statutes.
In addition, the CONTRACTOR shall obtain Employers' Liability Insurance with limits of not less than:
$100,000 Bodily Injury by Accident
$500,000 Bodily Injury by Disease, policy limits
$100,000 Bodily Injury by Disease, each employee
Coverage shall be maintained throughout the entire term of the contract.
Coverage shall be provided by a company or companies authorized to transact business in the state of
Florida.
If the CONTRACTOR has been approved by the Florida's Department of Labor as an authorized self -
insurer, the COUNTY shall recognize and honor the CONTRACTOR's status. The CONTRACTOR
may be required to submit a Letter of Authorization issued by the Department of Labor and a Certificate
of Insurance, providing details on the CONTRACTOR's Excess Insurance Program.
If the CONTRACTOR participates in a self- insurance fund, a Certificate of Insurance will be required.
In addition, the CONTRACTOR may be required to submit updated financial statements from the fund
upon request from the County.
Section 33. INDEMNIFICATION
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 rise from the intentional or sole
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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 completion of the project (including the work of others) 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.
Section 34. INDEPENDENT CONTRACTOR
At all times and for all purposes hereunder, the CONTRACTOR is an independent contractor and not
an employee of the Board of County Commissioners. No statement contained in this agreement shall
be construed so as to find the CONTRACTOR or any of his /her employees, contractors, servants or
agents to be employees of the Board of County Commissioners for Monroe County. As an independent
contractor the CONTRACTOR 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.
The CONTRACTOR shall be responsible for the completeness and accuracy of its work, plan,
supporting data, and other documents prepared or compiled under its obligation for this project, and
shall correct at its own expense all significant errors or omissions therein which may be disclosed. The
cost of the work necessary to correct those errors attributable to the CONTRACTOR and any damage
incurred by the COUNTY as a result of additional costs caused by such errors shall be chargeable to
the CONTRACTOR. This provision shall not apply to any maps, official records, contracts, or other
data that may be provided by the COUNTY or other public or semi - public agencies.
Section 35. DELAY
The CONTRACTOR 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 the CONTRACTOR to complete the work schedule.
Such an agreement shall be made between the parties based on funding availability.
IN WITNESS WHEREOF, the parties hereto have caused these presents to be executed on the
day of 20
MONROE COUNTY
BOARD OF COUNTY COMMISSIONERS
By
Roman Gastesi, County Administrator
ADS Contract March, 2017 Page 10 of 11
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(CORPORATE SEAL)
ATTEST:
By Adosq S - �
k k_J
M,
ADVANCED %TA SOLYeFIONS, INC.
A'
Aelody S. Engle, President
t)
Print Name: r 96s I
Arsi-
STATE OF FLOrDA
COUNTY OF
The foregoin instrument was acknowledged before me this 7 day al a VL1'
20 by 0� U F-401 as President of and for Advanced Data - Solutions, In
c, who
is tJKersonally known to me, or wyo has produced a drivers license
as identification.
CAROL L ORLOSKII
My COMMISSION 0 FF243M
SE AL EXPIRES Jua6 28, 2019
LA4 0 6--sL
Notary Public j-
My comm'ss", s:
ADS Contract March, 2017 Page 11 of 11
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EXHIBIT A
SCOPE OF SERVICES
Scanning and Digitizing of Records
1. Introduction
Contractor to provide document imaging services including scanning, indexing, and
associated work to process hardcopy documents into digital formats. Hardcopy Documents
included in this scope range from index card sizes to Architectural E (36" x 48 ") sized plans.
Digital images generated by these services will be loaded into the County's existing Captaris
Alchemy Search Document Management System Version 8.3. Data generated including
digital images from scanned documents and metadata, shall be in delivered in formats as
specified in Section 3.g. below for inclusion in that system.
2. Definitions
Contractor— Advanced Data Solutions, Inc.
County — Monroe County
Job Order — A document issued to provide specific instructions to have a particular set of
documents prepared, scanned, and delivered back to the County for loading into the
Document Management System. Job Orders are not limited as to size and will generally be
composed of a particular set of documents that can be managed through a common set of
indexes.
Document Management System — Refers to the County's Captaris Alchemy Search
Document Management System Version 8.3.
Hardcopy Document — Refers to original format of documents given by County to Contractor
to be scanned which can include various types of paper, drafting film (typically polyester),
and photographs.
3. Scope of Services
The scope of these services shall include the following:
a. Hardcopy Document Pickup, Temporary Storage and Return of Hardcopy Documents
Pickup of Hardcopy Documents to be scanned shall be initiated by issuance of a Job
Order by the County that will provide the name of the County's designated coordinator.
Contractor should be prepared to provide a minim f 1) trip per two weeks for
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pickup of Hardcopy Documents and delivery of scanned images. Each trip shall include
one (1) hour minimum to meet with the designated County representative at the County
offices located at 102050 Overseas Highway in Key Largo ( "Key Largo ".)
The Contractor shall confirm inventory of the Hardcopy Documents to be transported to
the Contractor's facility for temporary storage, scanning, and return to County offices in
Key Largo. The turnaround time for return shall be a maximum of fourteen (14) calendar
days unless a longer turnaround time for the Job Order is deemed acceptable to the
County's designated coordinator. Routing /Box control sheets provided by the County
will be used to ensure documents removed are tracked and returned. The Contractor
shall be responsible for all Hardcopy Documents taken off County property.
At a minimum, the Contractor's temporary storage facility shall include locks, security
access, fire alarms, extinguishers, and a disaster recovery plan. Pickup and return costs
shall include trip costs between Contractor's facility and County offices in Key Largo,
meeting time with County's representative, and temporary storage of the Hardcopy
Documents to be scanned.
The Contractor shall coordinate with County staff to have a pre - performance meeting on
preparation for the Large and Small Format Hardcopy Documents for each Job Order
issued. Assigned County staff will be present, if deemed necessary by the County,
during the initial preparation work on the documents to ensure protocols developed meet
County standards. The Contractor will perform document preparation tasks, which shall
include removal of folders and binders from boxes, extraction of pages from folders and
binders, Hardcopy Document type identification, removal of staples, clips, fasteners,
relocate Post -It note(s) reference specific aspects of a document, shading of seals,
insertion of document control sheets, stamping "Original not Legible ", and other actions
necessary to ensure that a legible image is produced. All raised seals will be embossed
so as to not interfere with the original signatures or other original information.
The Contractor shall conduct minor repairs as part of preparation, as required, to
Hardcopy Documents so that they are ready for scanning. These repairs include, but
are not limited to, unfolding of Hardcopy Documents, repair of torn Hardcopy
Documents, smoothing of creases, and other tasks necessary to ensure clear scanning
of images. The price per page for both Large and Small Format scanning shall include
preparation of Hardcopy Documents. Unusual items will be identified which require
special attention such as illegible records, misfiled items, unusual color schemes, photo
negatives, and dark highlighted items. Such items will be discussed by Contractor and
designated County representative to ensure resolution.
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1) Scanning. The County requires that all Hardcopy Documents shall be scanned into
a format and indexing scheme as specified by the County. Scanning shall be
performed at a minimum 300 dpi resolution including maps and engineering
drawings. All documents shall be scanned in compliance with the Florida
Department of State's General Records Schedule GS1 -SL for State and Local
Government Agencies (Florida Records Retention Schedule), and Florida Statutes -
Chapter 119 (Florida Public Records Act). Different size pages may need to be
merged into one document depending on the Job Order specifications. The size of
pages for this effort will include a minimum index card size up to Architectural E size
or similar. An output file will be provided as specified for the scanned images and
index.
a) Hardcopy Documents shall be scanned and reviewed in batches.
b) All Hardcopy Documents shall be scanned at a minimum of 300 dpi (higher dpi
resolutions shall be used only when deemed necessary by the County or
recommended by the Contractor.)
c) Where stipulated in a Job Order, scanning shall be required at 100% scale.
d) Various scan thresholds shall be adjusted to obtain the highest image quality
possible.
e) Duplicate scans shall be made in cases where legibility on sections of Hardcopy
Documents can only be obtained with certain settings such as part of a document
is damaged requiring settings which deem the remainder of the Hardcopy
Document illegible. This shall also apply where Post -It notes reference specific
sections of a Hardcopy Document and this can only be captured using multiple
scans.
f) Hardcopy Documents may need to be scanned using unique file names
preventing the possibility of duplicate source image file names. Such file named
shall be determined before project commencement in conjunction with
designated County representative.
g) Damaged Hardcopy Documents shall be stamped "Original not Legible"
indicating to County that a best effort was made to obtain legibility.
h) The use of VRS (Virtual Rescan) or a similar scan fixing technology shall be
deployed when necessary.
i) Hardcopy Documents shall be scanned utilizing both County Document Keyword
Indices including permit numbers, County Property Appraiser real estate
numbers, and permit owner name for Building Department records; and
Contractor control numbers.
j) Control logs shall be signed off and dated at time of pickup and again after each
batch /box of records is scanned.
k) Contractor shall review scanned Hardcopy Documents of each Job Order during
the beginning, work -in- progress, and completion stages of production. Any
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unusual or problem area shall be discussed immediately and the designated
County representative will be contacted to ensure resolution.
2) Deliverables. The Contractor shall provide images and an agreed upon indexing
scheme, output file on CD- ROM /DVD discs to County upon completion of scanning
procedures. In specific cases, certain Hardcopy Documents may need to be
delivered using external hard drive media due to document size.
a) Hardcopy Documents shall be delivered to the County Key Largo facility, unless
otherwise agreed upon.
b) Hardcopy Documents shall not be destroyed by the Contractor unless otherwise
specified and proper document destruction documentation is provided to the
County and complies with the applicable requirements of the above - referenced
Florida Public Records Act and the Florida Records Retention Schedule.
c) Reports: The Contractor shall provide County with reports (to accompany each
submitted batch of data) that detail all index field information and source image
file names. Such reports can be used by County for quality control purposes of
comparing Hardcopy Document control logs to the electronic "end product" of
each batch. Also, these reports can be used and retained by County to support
records disposition requirements in the event that County chooses to destroy the
records digitized by the Contractor.
d) Ad -Hoc Retrieval Requests: There are often documents that need to be seen
immediately by a County customer and /or staff. To circumvent potential
problems with the documents being stored and scanned off -site during the
project, the Contractor shall coordinate daily with authorized County staff for ad-
hoc requests from authorized County staff for specific Hardcopy Documents and
shall scan, index, and transmit them to County within one (1) working day of
receipt of the request. Expedited delivery of documents shall be at the discretion
of the County's representative and can be made by overnight shipping, courier,
fax, CD, DVD, email or FTP as deemed appropriate.
d. Indexing
Files shall be indexed by permit number and other Keyword Index values as required by
the Job Order specifications and as described in 1) i). County will provide a detailed
protocol and instructions for each Job Order to ensure contract standards are met.
Protocols may vary as necessary to meet unique County requirements; but will generally
follow this format and be to a similar level of detail. The Document Keyword Index
prices quoted shall include all indexing costs. All three (3) indices as described in 1) i)
are required.
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Index schemes used shall be based upon agreed upon fields determined at the
beginning of each Job Order by the designated representative of County and the
Contractor.
Index scheme rules for each Job Order shall be documented before the order starts and
be approved and signed off on by both County and the contractor to ensure
understanding and agreement of project specifications. Index quality control measures
shall be taken to achieve the highest accuracy such as total digit field comparisons (8
characters vs. 10.) Control sheets shall be approved and signed off and dated by the
Contractor after each batch /box of records is scanned.
Contractor shall review indexed data during the beginning, work -in- progress, and
completion stages of production. Any unusual or problem areas such as unsystematic
number or alpha schemes or misfiled records shall be discussed and the designated
County representative shall be contacted to ensure resolution. Any issues identified
shall be documented by the Contractor and discussed with the County representative
assigned to handle the project.
The Contractor shall establish and perform a quality control /quality assurance process
during scanning and prior to product delivery similar to the following. The Contractor
shall initially examine all original documents for legibility. Originals that are not legible
shall be stamped "Original not Legible" prior to scanning. Imaged data shall be
compared to Hardcopy Document one file at a time to ensure record completeness,
overall clarity, and legibility. Images of legible originals must be legible. All pages shall
be viewed for legibility and all blank pages shall be deleted. Documents shall be
reviewed in batches by at least two (2) Contractor staff to provide adherence to quality
control. Re- scans, if necessary, shall be identified and performed during this quality
control stage. Indexed profile fields and file names shall be exported into a file format as
mutually agreed to during the Job Order and transmitted to County with the electronic
images. Some deliveries may require special instructions per output file /text file. After
final review data shall be transferred to County by CD -ROM / DVD media.
f. Image Cleanup
At a minimum, Contractor shall be required to perform the following cleanup on scanned
images as part of its quality control process:
1) Remove image edged (paper extents);
2) De -skew images;
3) De- speckle blank areas; and
4) Orient images correctly (rotate as necessary)
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g. Delivery Format
Documents shall be scanned and delivered in PDF format. 300 dpi or higher to comply
with current State of Florida record keeping standards. Metadata shall be delivered in
ASCII /text format, comma delimited specification.
h. Acce tance
To determine acceptance of a delivery of scanned documents, County will perform a
random review of a fixed percentage of delivered scans to evaluate the accuracy,
quality, and completeness of the product relative to the Hardcopy Documents.
Acceptance of the delivery will be based on this review meeting the Contractor's written
guarantee submitted with their bid as to product quality. Should this review not meet
those written guaranteed requirements, County, at its discretion, may increase the
percentage of reviewed scans to determine if the review is consistent across the
delivery, and /or discuss the results of the review with the Contractor. Should this review
and discussion process not resolve the quality issue to the satisfaction of the County,
then County may return the delivery for rework by the Contractor.
i. Subcontractors
In the event that the Contractor, during the course of the work, requires the services of
any subcontractors or other professional associates in connection with services
authorized to be performed, the Contractor shall first secure the prior express written
approval of County. If subcontractors of other professional associates are required, then
the Contractor shall remain fully responsible for the services of subcontractors or other
professional associates.
j. Ownership-and Access to Records and Audits
All records, books, documents, maps, data, deliverables, papers, and information that
result from the Contractor providing services to the County shall be the property of
County.
Records management practices and regulations shall be applied and integrated into this
project as stated in the Florida Administrative Code, Chapter 113-26.003 "Records
Management — Standards and Requirements, Electronic Record keeping ", as governed
by the Florida Department of State, Division of Library and Information Services.
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EXHIBIT B
PAYMENT RATES
Scanning and Digitizing of Monroe County Records
1. Color Conversion of Small Format (Index Card / Letter /
Legal / Ledger) Documents
2. Color Conversion of Large Format (larger than Ledger
up to and including Architectural Size E) Documents
3. Document Keyword Index
4. Pickup, Temporary Storage, and Return of Documents —
(Maximum of 125 Boxes per Trip)
$0.032 per Image
$0.320 per Image
$0.0025 per Keystroke
$150.00 per Trip
($300.00 per Round Trip
To /From County Offices in
Key Largo)
5. Database Management No Charge
(Ongoing File, Folder, Index, Profile Organization,
Cumulative and Consecutive Discs Created Within
Alchemy Platform / No Batch Import Requirement by
County IT Professionals or Database Management)
6. Disc Copies $15.00 per Disc
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