Item H3County of Monroe
A
BOARD OF COUNTY COMMISSIONERS
Mayor George Neugent, District 2
The Florida. Key
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Mayor Pro Tem David Rice, District 4
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Danny L. Kolhage, District I
Heather Carruthers, District 3
Sylvia J. Murphy, District 5
County Commission Meeting
March 15, 2017
Agenda Item Number: H.3
Agenda Item Summary #2694
BULK ITEM: Yes DEPARTMENT: Planning/Environmental Resources
TIME APPROXIMATE: STAFF CONTACT: Mayte Santamaria (305) 289 -2500
N/A
AGENDA ITEM WORDING: Approval to negotiate a contract with AECOM Technical Services,
Inc. ( AECOM) for Professional Transportation Planning Services to perform the biennial Travel
Time and Delay Study for the US 1 Corridor and for general transportation planning assistance. The
selection is based on the ranking of the responses received on January 19, 2017 to RFQ- 101 -0-
2017/1 L If unable to negotiate successfully with AECOM, approval to negotiate with the next
highest ranked firm, Trident Engineering, LLC., and the next successive firm until an agreement is
reached.
ITEM BACKGROUND:
The County currently has a Continuing Services Contract with URS Corporation Southern (URS) for
Transportation Planning Services. The current contract expires on June 1, 2017. The transportation
planning assistance contract is funded under a Joint Participation Agreement QPA) ANQ53 with the
Florida Department of Transportation. Services provided under the contract include the US 1
Arterial Travel Time and Delay Study, which is conducted biennially. Additionally, assistance will
be provided for private development review, maintenance, and updates to the long -range
transportation plan and land development code as necessary, coordination between land use and
transportation planning in the Florida Keys. The contract provides for traffic impact studies,
concurrency management, and other traffic/ transportation engineering services.
In November 2016, the BOCC approved advertisement of an RFQ for Transportation Planning
Services. The RFQ seeks qualified engineers for a 4 -year Continuing Services Contract for
transportation planning assistance, with options to renew on an annual basis for two additional years.
The County received and opened five (5) responses to the RFQ on January 19, 2107. On February
23, 2017, the selection committee for the RFQ held a public meeting to score and rank the responses
in accordance with the scoring criteria identified in the RFQ.
Based on the totals of the selection committee members' scores for each respondent, staff is
recommending that the County negotiate a contract with the highest scoring firm: AECOM
Technical Services, Inc. ( AECOM).
PREVIOUS RELEVANT BOCC ACTION:
February 16, 2011 - Approval of a 4 -year continuing services contract, with options for renewal on
an annual basis for two additional years, with URS Corporation Southern (URS) for Transportation
Planning Services.
January 2015 - Approval of first option to renew Continuing Services Contract through March 15,
2016 with URS.
January 2016 - Approval of second option to renew Continuing Services Contract through March 15,
2017 with URS.
November 2016 - Approval of third option to renew Continuing Services Contract through June 1,
2017 with URS.
November 2016 — Approval to advertise RFQ for Transportation Planning Services.
CONTRACT /AGREEMENT CHANGES:
Approval to negotiate new contract
STAFF RECOMMENDATION: Approval
DOCUMENTATION:
RFQ Selection Committe Score - Recommendation
RFQ - Selection Committee Evaluation tables
RFQ Selection Committee Meeting
2016 RFQ for Transportation Planning Services
FINANCIAL IMPACT:
Effective Date:
Expiration Date:
Total Dollar Value of Contract:
Total Cost to County:
Current Year Portion:
Budgeted:
Source of Funds: 50519- GW1201 (FDOT GRANT JPA AQN 53)
CPI:
Indirect Costs:
Estimated Ongoing Costs Not Included in above dollar amounts:
Revenue Producing: If yes, amount:
Grant: JPA AQN 53
County Match:
Insurance Required:
Additional Details: Joint Participation Agreement (JPA) AQN -53 with the Florida
Department of Transportation (FDOT) provides funding for the county's transportation
planning program of $1,210,000 through June 30, 2017.
11/22/16 NEW COST CENTER ADDED
$50,000.00
REVIEWED BY:
Mayte Santamaria
Completed
Assistant County Administrator Christine Hurley
02/27/2017 10:18 AM
Steve Williams
Completed
Jaclyn Carnago
Completed
Budget and Finance
Completed
Maria Slavik
Completed
Mayte Santamaria
Completed
Kathy Peters
Completed
Board of County Commissioners
Pending
02/24/2017 11:50 AM
Completed
02/27/2017 11:42 AM
02/28/2017 8:39 AM
02/28/2017 9:07 AM
02/28/2017 9:14 AM
02/28/2017 9:23 AM
02/28/2017 9:48 AM
03/15/2017 9:00 AM
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Highest Rank Respondent:
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Mayte Santamaria.
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Barbara Valdes -Perez .� y J F
Packet Pg. 1210
AECOM
TRIDENT
CORRADINO GROUP
S &ME
CALVIN, GIORDANO &Assoc. Inc.
EVALUATION CRITERIA
Mayte
Ed
Barbara
Mayte
Ed
Barbara
Mayte
Ed
Barbara
Mayte
Ed
Barbara
Mayte
Ed
Barbara
1. Past record and experience of firm on similar
projects. (10 pts)
2. Technical, educational, and training experience
of the assigned staff and any anticipated
subcontracted staff, (10 pts)
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3. Experience working on land use and roadway
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projects within District 6 of the FOOT. (10 pts)
4. Familiarity with general project area and
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Florida Keys. (5pts)
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5. Project approach reflects clear understanding
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of project needs and necessary activities. (5 pts)
6. Completeness of RFO response. IS pts)
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7. Experience with Level of Service evaluations
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and Comprehensive Plan analysis. (5 pts)
Total Score by Reviewer
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TOTAL SCORE
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Highest Rank Respondent:
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Mayte Santamaria.
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Ed Koconis: L cLd))L
Barbara Valdes -Perez .� y J F
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c,rne > News Flash
Emp oyment Manie
Meetings & Agendas a on r ri r - -a 17 - toI
Monroe OneV ew NOTiCE OF PUBLUC M
REQUEST FOR
QUALIFICATIONS (RFQ)
SELECTION COMMITTEE
for
CAN CALL PROFESSIONAL FNGINFERING SERVICES
FOR TRANSPORTATION PLANNING; SERVICES IN
MONROF COUNTY FLORIDA
The selection committee will evaluate the qualifications received for 1.
Biennial US 1 Arterial Travel Time and Delay Studies, and 2. General
Transportation Planning Assistance. The evaluation and
recommendations of the selection committee are to be submitted to the
Board of County Commissioners. Persons interested in this issue are
invited to attend. For more information, please contact Mayte
Santamaria, Senior Director of Planning & Environmental Resources,
305 - 289 -2500, or via email to: Santamaria- Mayte @MonroeCounty -
FL.Gov
ASSISTANCE If you are a person ivnh a disability who needs special accommodations in order to
participate in this proceeding, please contact Elaine Ferda, County Administrator's Office, by
phoning (305) 292 -4441, beoveen the hours of 9.00 a. in - 5 00p m., no later than nvo (2) ivorlang
days prior to the scheduled meeting, if you are hearing or voice- impaired call 711 or ria
facsimile to (305) 292 -4544 or ria email to; l -1 lt2aiis as lariraairae�uyidralt (I,;,t?a.
Pursuant to Section 286.0105, Florida Statutes, notice is given that if a person
decides to appeal any decision made by the Board with respect to any matter
considered at such hearings or meetings, he will need a record of the
proceedings, and that for such purpose, he may need to ensure that a verbatim
record of the proceedings is made, which record includes the testimony and
evidence upon which the appeal is to be based
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httn•IAinxrmi mnnrnr rnimtar_f1 trnv It" ivinAIavto aor, v7ATTl =Q 1 '1 7/72/7!117
MONROE COUNTY
REQUEST FOR QUALIFICATIONS
FOR PROFESSIONAL SERVICES
BY
TRANSPORTATION ENGINEERING FIRMS
to perform
TRANSPORTATION PLANNING SERVICES FOR
MONROE COUNTY
BOARD OF COUNTY COMMISSIONERS
Mayor Heather Carruthers, District 3
Mayor Pro Tem George Neugent, District 2
Danny L. Kolhage, District 1
David Rice, District 4
Sylvia J. Murphy, District 5
COUNTY ADMINISTRATOR
Roman Gastesi
CLERK OF THE CIRCUIT COURT
Amy Heavilin
November 2016
PREPARED BY:
Monroe County Planning & Enviornmental Resources Department
RFQ- for Transportation Planning Services
NOTICE OF REQUEST FOR COMPETITIVE SOLICITATIONS
NOTICE IS HEREBY GIVEN that on January 19, 2017 at 3:00 P.M. the Monroe County
Purchasing Office will receive and open sealed responses for the following:
PROFESSIONAL
TRANSPORTATION PLANNING SERVICES FOR MONROE
COUNTY, FLORIDA
Requirements for submission and the selection criteria may be requested from DemandStar by Onvia at
www.demandstar.com OR www.monroecountybids.com or call toll -free at 1- 800 -711 -1712. The
Public Record is available at the Monroe County Purchasing Office located at The Gato Building, 1100
Simonton Street, Room 2 -213, Key West, Florida. All Responses must be sealed and must be
submitted to the Monroe County Purchasing Office.
RFQ- for Transportation Planning Services
NOTICE OF REQUEST FOR QUALIFICATIONS
Request for Professional Services from Transportation Engineering Firms To Provide
Transportation Planning Services for Monroe County
The Board of County Commissioners of Monroe County, Florida, hereby requests sealed proposals
from consultants experienced in providing transportation planning and engineering services within
FDOT District 6. Pursuant to Chapter 287.955(2)g, this will be a continuing service contract.
Interested firms are requested to indicate their interest by submitting a total of six (6), two (2)
signed originals and four (4) complete copies of their qualifications in a sealed package marked
on the outside, "RFQ — Transportation Planning Services ", addressed to Monroe County
Purchasing Department, 1100 Simonton Street, Room 1 -213, Key West, FL 33040, on or before
3:00 P.M. local time on January 19, 2017. No qualification packages will be accepted after 3:00
P.M. Faxed or e- mailed responses will be automatically rejected. Responders should be aware that
certain "express mail" services will not guarantee specific time delivery to Key West, Florida. It is the
sole responsibility of each Responder to ensure its package is received in a timely fashion.
Requirements for submission and the selection criteria may be requested from DemandStar by Onvia
by calling 1- 800 -711 -1712 or by going to the website www.demandstar.com or
http: / /www.monroecounty -fl.2ov /pa2es /msd/bids.htm The Public Record is available at the
Purchasing Office, 1100 Simonton Street, Key West, Florida.
All submissions must remain valid for a period of sixty (60) days from the date of the deadline for
submission stated above. The Board will automatically reject the response of any person or affiliate
who appears on the convicted vendor list prepared by the Department of General Services, State of
Florida, under Sec. 287.133(3)(4), F S. Monroe County declares that all or portions of the documents
and work papers and other forms of deliverables pursuant to this request shall be subject to reuse by
the County.
The Board reserves the right to reject any or all proposals, to waive informalities in the responses and
to re- advertise. The Board also reserves the right to separately accept or reject any item or items of a
response and to award and /or negotiate a contract in the best interest of the County. Interested firms or
individuals will be evaluated and selected by a committee. The selection and recommendation will be
presented to the Board of County Commissioners for final decision.
3
RFQ- for Transportation Planning Services
TABLE OF CONTENTS
NOTICE OF REQUEST FOR PROPOSALS
SECTION ONE - Instruction to Respondents
SECTION TWO - Draft Agreement
SECTION THREE - County Forms
SECTION FOUR - Insurance Requirements
4
RFQ- for Transportation Planning Services
SECTION ONE: INSTRUCTION TO RESPONDENTS
1.01 DESCRIPTION /INTRODUCTION /BACKGROUND
Transportation Planning and Engineering Services for Monroe County.
OBJECTIVE OF THE REQUEST FOR QUALIFICATIONS
The Planning & Environmental Resources Department of Monroe County, Florida invites firms to
submit qualifications for 1) the yearly performance of Arterial Travel Time and Delay Studies for the
US 1 corridor (Exhibit A); and 2) general transportation planning assistance. The selected firm is
anticipated to enter into a continuing services contract governed by Chapter 287.055(2)g. Task Orders
for individual assignments under the contract will be issued by the Planning & Environmental
Resources Department Planning Director for project related studies. There will be no reimburseable
items (travel, meals, mileage, or other expenses).
SCOPE OF WORK
Task 1 — Annual US 1 Arterial Travel Time and Delay Studies
1. Purpose
The travel time studies will be used to monitor the level of service on US 1 based on Monroe
County Comprehensive Plan Policies and Land Development Codes for concurrency management
purposes pursuant to Chapter 163, Florida Statutes. The studies will be conducted in accordance
with the methodology that was developed by the US 1 LOS Task Force and approved by the
County, the Florida Department of Transportation, and the Florida Department of Community
Affairs (now the Florida Department of Economic Opportunity). A copy of the task force
methodology is included as Exhibit A.
Minimum Activities to Complete Study
A. Using the floating car method, the County will record travel time, speed, and delay data for:
a. Each of the 24 segments of US 1 from Florida City to Stock Island, and
b. The length of US 1 from Miami -Dade County line to Cow Key Channel.
B. The data will be recorded by date, day of week, time of day, and direction.
C. The study will be conducted over 14 days within the six week period from February 15 to
March 31. The study will consist of 14 round trip runs, sampling each day of the week twice.
D. The study schedule will be coordinated with seven day, 24 hour traffic counts to be conducted
by FDOT in Islamorada, Marathon, and Big Pine Key.
E. The study will employ the staggered schedule of departure times previously approved by the
Task Force so as to record peak hour conditions in as many different locations as possible.
F. The study results will be summarized in a report format including a series of tables and graphs.
A statistical analysis of the mean, median, standard deviation, and range of speeds for each
segment and for the overall distance will be provided. Excess roadway capacity and
deficiencies in capacity will be reported.
RFQ- for Transportation Planning Services
Task 2: General Transportation Planning Assistance
Purpose
The purpose of this task is to provide assistance to the Monroe County Planning & Environmental
Resources Department staff for the purpose of maintaining and updating the Long Range
Transportation Plan, to ensure that transportation concurrency requirements are met by public and
private development, review traffic studies, and other tasks necessary to maintain a high level of
coordination between land use planning and transportation planning activities in the Florida Keys.
This task will provide assistance for general transportation planning and analysis activities,
including data collection and technical support.
2. Activities
The transportation planning consultant will provide assistance to Monroe County Planning &
Environmental Resources Department in the following areas:
a) Review of private development site plans for internal traffic flows and access;
b) Preparation of traffic impact reports;
c) Review of access management issues;
d) Development of access management plans;
e) Origin- destination studies;
f) Attendance at appropriate public meetings and hearings;
g) Attendance at appropriate community and outreach meetings;
h) Trip generation rates for land uses;
i) Provision of review comments on relevant transportation documents prepared by other
agencies;
j) Review of transportation element of reports and plans prepared by County staff in support of
the comprehensive plan and land development code amendments;
k) Systems planning analysis; including running the FSUTMS model or other transportation
planning models deemed as appropriate by Client and Consultant;
1) Reevaluation of the level of service methodology for US l; and
m)Special transportation projects to implement the comprehensive plan.
1.02 COPIES OF RFQ DOCUMENTS
A. Only complete sets of RFQ Documents will be issued and shall be used in preparing
responses. The County does not assume any responsibility for errors or misinterpretations
resulting from the use of incomplete sets.
B. Complete sets of RFQ Documents may be obtained in the manner and at the locations
stated in the Notice of Calling for Qualifications.
RFQ- for Transportation Planning Services
1.03 RFQ REQUIREMENTS
Interested firms or individuals are requested to indicate their interest by submitting a total of six
(6), two (2) signed originals and four (4) complete copies of their proposal in a sealed package
marked on the outside, "RFQ — Transportation Planning Services ", addressed to Monroe
County Purchasing Department, 1100 Simonton Street, Room 1 -213, Key West, FL 33040, on
or before 3:00 P.M. local time on January 19, 2017. No proposals will be accepted after 3:00
P.M. Faxed or e- mailed Proposals will be automatically rejected.
1.04 DISQUALIFICATION OF RESPONDENT
A. NON - COLLUSION AFFIDAVIT: Any person submitting a qualifications package in
response to this invitation must execute the enclosed NON - COLLUSION AFFIDAVIT. If it
is discovered that collusion exists among the Respondents, the proposals of all participants in
such collusion shall be rejected, and no participants in such collusion will be considered in
future bids for the same work.
B. PUBLIC ENTITY CRIME: A person or affiliate who has been placed on the convicted
vendor list following a conviction for a public entity crime may not submit a proposal on a
contract to provide any goods or services to a public entity, may not submit a proposal on a
contract with a public entity for the construction or repair of a public building or public work,
may not submit Proposals on leases or perform work as a contractor, supplier, subcontractor,
or CONTRACTOR under a contract with any public entity, and may not transact business
with any public entity in excess of the threshold amount provided in Section 287.017, for
CATEGORY TWO for a period of 36 months from the date of being placed on the convicted
vendor list. Category Two: $25,000.00
C. DRUG -FREE WORKPLACE FORM: Any person submitting a qualifications package in
response to this invitation must execute the enclosed DRUG -FREE WORKPLACE FORM
and submit it with his response. Failure to complete this form in every detail and submit it
with your qualifications package may result in immediate disqualification of your submittal.
D. LOBBYING AND CONFLICT OF INTEREST CLAUSE: Any person submitting a
qualifications package in response to this invitation must execute the enclosed LOBBYING
AND CONFLICT OF INTEREST CLAUSE and submit it with his bid or proposal. Failure
to complete this form in every detail and submit it with the package may result in immediate
disqualification.
1.05 EXAMINATION OF RFQ DOCUMENTS
A. Each Respondent shall carefully examine the RFQ and other contract documents, and inform
themselves thoroughly regarding any and all conditions and requirements that may in any
manner affect cost, progress, or performance of the work to be performed under the contract.
Ignorance on the part of the Respondent will in no way relieve them of the obligations and
responsibilities assumed under the contract.
B. Should a Respondent find discrepancies or ambiguities in, or omissions from, the
specifications, or should he be in doubt as to their meaning, respondents shall at once notify
the County.
7
RFQ- for Transportation Planning Services
1.06 INTERPRETATIONS, CLARIFICATIONS, AND ADDENDA
No oral interpretations will be made to any Respondent as to the meaning of the contract
documents. Any inquiry or request for interpretation received in writing seven (7) or more
days prior to the date fixed for opening of responses will be given consideration. All such
changes or interpretation will be made in writing in the form of an addendum and, if issued,
shall be posted on DemandStar and a notification will be furnished by Demand Start prior to
the established opening date. It shall be the Respondents sole responsibility thereafter to
download the addendum. Each Respondent shall acknowledge receipt of such addenda in their
submittal. In case any Respondent fails to acknowledge receipt of such addenda or addendum,
his response will nevertheless be construed as though it had been received and acknowledged
and the submission of his response will constitute acknowledgment of the receipt of same. All
addenda are a part of the contract documents and each Respondent will be bound by such
addenda, whether or not received by him. It is the responsibility of each Respondent to verify
that he has received all addenda issued before responses are opened.
1.07 GOVERNING LAWS AND REGULATIONS
The Respondent is required to be familiar with and shall be responsible for complying with all
federal, state, and local laws, ordinances, rules, and regulations that in any manner affect the
work.
1.08 PREPARATION OF RESPONSES
Signature of the Respondent: The Respondent must sign the response forms in the space
provided for the signature. If the Respondent is an individual, the words "doing business as
" or "Sole Owner" must appear beneath such signature. In the case of a
partnership, the signature of at least one of the partners must follow the firm name and the
words "Member of the Firm" should be written beneath such signature. If the Respondent is a
corporation, the title of the officer signing the submittal on behalf of the corporation must be
stated along with the Corporation Seal Stamp and evidence of his authority to sign must be
submitted. The Respondent shall state in the response the name and address of each person
interested therein.
1.09 RESPONSIBILITY FOR RESPONSE
The Respondent is solely responsible for all costs of preparing and submitting the response,
regardless of whether a contract award is made by the County.
1.10 SUBMISSION OF RESPONSES AND CONTENT
A total of six (6), two (2) signed originals and four (4) complete copies shall be submitted in a
sealed package marked on the outside, "RFQ — Transportation Planning Services."
The proposal submitted in response to this RFQ shall be printed on 8 -1/2" x 11" white paper
and bound; it shall be clear and concise and provide the information requested herein.
Statements submitted without the required information will not be considered. Responses shall
be organized as indicated below.The Respondent should not withhold any information from the
8
RFQ- for Transportation Planning Services
written response in anticipation of presenting the information orally or in a demonstration,
since oral presentations or demonstrations may not be solicited. Each Respondent must submit
adequate documentation to certify the Respondent's compliance with the County's
requirements. Respondents should focus specifically on the information requested. Additional
information, unless specifically relevant, may distract rather than add to the Respondent's
overall evaluation.
Format. The response, at a minimum, shall include the following:
A. Cover Page
A cover page that reads "Response to Request for Qualifications for
Transportation Planning Services in Monroe County ". The cover page should
contain Respondent's name, address, telephone number, and the name of the
Respondent's contact person.
B. Tabbed Sections
Tab 1. General Information.
L The history of the firm, its corporate structure, and years in business.
II. A list of the officers and directors of the respondent.
III. The Respondent shall include a list of the proposed staff that will perform the work
required if awarded this contract. The Respondent shall also include a resume for
each member of the project team identifying his /her role on the team and any
qualifications relevant to the assigned position.
IV. A list of any subcontractors whom the respondent plans to utilize in performing its
services.
V. The Respondent shall provide a narrative of the firm's qualities and capabilities that
demonstrate how the firm will work with the County to fulfill the requirements of
the scope of work.
Tab 2. Relevant Experience, References and Past Performance on Similar Projects.
The Respondent shall provide a project history of the firm or organization demonstrating
experience with projects that are similar in scope and size to the proposed Project, including
projects in Monroe County.
L Record of performance and professional accomplishments including: a description
of similar work completed by the firm, any outstanding accomplishments of the
firm, and any outstanding accomplishments of the firm that relate directly to this
type of work (please provide a reference for each work cited).
II. Technical, educational and training experience and number of years of experience in
the field of the assigned staff and any anticipated subcontracted staff. Include the
proposed function(s) of subcontractors.
III. Project Approach. Provide a description including a statement that reflects a clear
understanding of different tasks and necessary work based on the description above.
IV. Additional information: Provide any additional pertinent information that would be
helpful in the consideration of your response.
Z
RFQ- for Transportation Planning Services
Tab 3. Litigation
L Has the respondent ever failed to complete work or provide the goods for which it
has contracted? (If yes, provide details.)
II. Are there any judgments, claims, arbitration proceeding or suits pending or
outstanding against the respondent, or its officers or general partners? (If yes,
provide details.)
III. Has the respondent, within the last five (5) years, been a party to any lawsuit or
arbitration with regard to a contract for services, goods or construction services
similar to those requested in the RFQ? (If yes, the Respondent shall provide a
history of any past or pending claims and litigation in which the Respondent is
involved as a result of the provision of the same or similar services which are
requested or described herein.)
IV. Has the respondent ever initiated litigation against the county or been sued by the
county in connection with a contract to provide services, goods or construction
services? (If yes, provide details.)
V. Whether, within the last (5) years, an officer, general partner, controlling
shareholder or major creditor of the respondent was an officer, general partner,
controlling shareholder or major creditor of any other entity that failed to perform
services or furnish goods similar to those sought in the request for proposals.
Tab 4. County Forms and Licenses. Respondent shall complete and execute the forms
specified below and found at designated pages in this RFQ, as well as copies of all
professional and occupational licenses:
L Submission Response Form
II. Lobbying and Conflict of Interest Clause
III. Non - Collusion Affidavit
IV. Drug Free Workplace Form
V. Public Entity Crime Statement
VI. Local Preference Form
VII. Respondent's Insurance and Indemnification Statement
VIII. Insurance Agent's Statement
1.11 MODIFICATION OF RESPONSES
Written modification will be accepted from Respondents if addressed to the entity and address
indicated in the Notice of Request for Qualifications and received prior to Proposal due date
and time. Modifications must be submitted in a sealed envelope clearly marked on the outside,
with the Respondents name and "Modification to RFQ — Transportation Planning Services." If
sent by mail or by courier, the above - mentioned envelope shall be enclosed in another envelope
addressed to the entity and address stated in the Notice of Request for Proposals. Faxed or e-
mailed modifications shall be automatically rejected.
1.12 RECEIPT AND OPENING OF RESPONSES
Responses will be received until the designated time and will be publicly opened and
announced at the appointed time and place stated in the Notice of Request for Qualifications.
Monroe County's representative authorized to open the responses will decide when the
specified time has arrived and no responses received thereafter will be considered.
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RFQ- for Transportation Planning Services
No responsibility will be attached to anyone for the premature opening of a response not
properly addressed and identified. Respondents, or their authorized agents, are invited to be
present.
1.13 DETERMINATION OF SUCCESSFUL RESPONDENT
The County reserves the right to reject any and all responses and to waive technical errors and
irregularities as may be deemed best for the interests of the County. Responses which contain
modifications, are incomplete, unbalanced, conditional, obscure, or which contain additions not
requested or irregularities of any kind, or which do not comply in every respect with the
Instructions, and the contract documents, may be rejected at the option of the County.
1.14 DETERMINATION OF SUCCESSFUL RESPONDENT
Following the receipt of responses, the selection committee will meet in a publicly noticed
meeting and evaluate the responses based on the criteria and point total below. The County
reserves the right to reject any and all responses and to waive technical errors and irregularities
as may be deemed best for the interests of the County. Responses that contain modifications,
are incomplete, unbalanced, conditional, obscure, or that contain additions not requested or
irregularities of any kind, or that do not comply in every respect with the Instruction to
Respondent and the contract documents, may be rejected at the option of the County.
The committee will evaluate responses based on the following criteria:
1. Past record and experience of firm on similar projects. (10 pts)
2. Technical, educational, and training experience of the assigned staff and any anticipated
subcontracted staff. (10 pts)
3. Experience working on land use and roadway projects within District 6 of the Florida
Department of Transportation (10 pts)
4. Familiarity with general project area and Florida Keys. (5 pts)
5. Project approach reflects clear understanding of project needs and necessary activities. (5
pts)
6. Completeness of RFQ response (5 pts)
7. Experience with Level of Service evaluations and Comprehensive Plan analysis (5 pts).
The selection and recommendation will be presented to the Board of County Commissioners
for final decision. If no contract can be negotiated with the first ranked firm, the Board
reserves the right to negotiate with the next selected firm. Monroe County reserves the right to
reject any and all submittals, waive any irregularities, re -issue all or part of the RFQ, and /or not
award any contract, all at its discretion and without penalty.
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RFQ- for Transportation Planning Services
1.15 AWARD OF CONTRACT
A. The County reserves the right to award separate contracts for each service area and to waive
any informality in any response, or to re- advertise for all or part of the work contemplated. If
responses are found to be acceptable by the Owner, written notice will be given to the selected
Respondent of the award of contract(s).
B. If the award of a contract is annulled, the County may award the contract to another
Respondent or the work may be re- advertised or may be performed by other qualified personnel
as the County decides.
C. A contract will be awarded to the Respondent deemed to provide the services which are in the
best interest of the County, considering price, qualifications, time frame, and other factors
deemed relevant.
D. The County also reserves the right to reject the response of a Respondent who has previously
failed to perform properly or to complete contracts of a similar nature on time.
E. All responses, including the recommendations of the County Administrator or his designee,
will be presented to the Board of County Commissioners of Monroe County, Florida, for final
awarding or otherwise.
F. The recommendation of the committee and the responses of three or more Respondents may be
presented to the Board of County Commissioners of Monroe County, Florida, for final
selection. Negotiations will be undertaken with the Respondents as ranked.
1.16 EXECUTION OF CONTRACT
The Respondent with whom a contract is negotiated shall be required to return to the County
four (4) executed counterparts of the prescribed contract together with the required certificates
of insurance.
1.17 CERTIFICATE OF INSURANCE
The Contractor will be responsible for all necessary insurance coverage as indicated on the
attached forms. Certificates of Insurance must be provided to Monroe County within fifteen
(15) days after award of bid, with Monroe County BOCC listed as additionally insured on all
except Workers Compensation. If the proper insurance forms are not received within the
fifteen (15) days, the contract may be awarded to the next selected Respondent.The Contractor
shall defend, indemnify, and hold harmless the County as outlined on the attached form.
1.18 INDEMNIFICATION
The Respondent covenants and agrees to indemnify, hold harmless and defend Monroe County,
its commissioners, officers, employees, agents and servants from any and all claims for bodily
injury, including death, personal injury, and property damage, including damage to property
owned by Monroe County, and any other losses, damages, and expenses of any kind, including
attorney's fees, court costs and expenses, which arise out of, in connection with, or by reason of
services provided by the Respondent or any of its Subconsultant(s) in any tier, occasioned by
the negligence, errors, or other wrongful act or omission of the Respondent, its
Subconsultant(s) in any tier, their officers, employees, servants or agents.
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RFQ- for Transportation Planning Services
In the event that the completion of the project (to include the work of others) is delayed or
suspended as a result of the Respondent's failure to purchase or maintain the required
insurance, the Respondent shall indemnify the County from any and all increased expenses
resulting from such delay. Should any claims be asserted against the County by virtue of any
deficiency or ambiguity caused by the Respondent, the Respondent agrees and warrants that the
Respondent shall hold the County harmless and shall indemnify it from all losses occurring
thereby and shall further defend any claim or action on the County's behalf.
The first ten dollars ($10.00) of remuneration paid to the Respondent is consideration for the
indemnification provided for above.
The extent of liability is in no way limited to, reduced, or lessened by the insurance
requirements contained elsewhere within this agreement.
This indemnification shall survive the expiration or earlier termination of the contract.
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SECTION TWO: DRAFT CONTRACT
These contract documents should be used only after consultation with counsel. The documents are not
intended as legal advice appropriate to any specific situation, nor do they purport to address all issues
which may arise between the contracting parties. The documents should be amended or supplemented
where appropriate.
CONTRACT FOR
PROFESSIONAL SERVICES
BETWEEN OWNER AND ENGINEER
THIS CONTRACT FOR PROFESSIONAL SERVICES BETWEEN OWNER AND ENGINEER
(the "Contract" or "Agreement ") is made and entered into by Monroe County ( "Owner" or
"County "), a political subdivision of the State of Florida, whose address is 1100 Simonton Street,
Key West, Florida 33040, its successors and assigns through the Monroe County Board Of
County Commissioners ( "BOCC "), and the ( "Engineer ")., whose address
is , its successors and assigns on the day of , 2016.
This contract is issued as a continuing contract pursuant to Florida Statute 287.055(2) (g).
The professional services required by this Contract are to be rendered for projects in which the
estimated construction costs of each individual project under the contract does not exceed Two
Million Dollars ($2,000,000.00), or for study activity if the fee for professional services for each
individual study under the contract does not exceed Two Hundred Thousand Dollars
($200,000.00).
The parties shall enter into a separate task order for each study awarded to the Engineer by the
Owner. The specific services to be performed under these separate contracts will be determined
by the Owner and agreed to by the Engineer. Each separate contract will contain specific scope of
work, time schedule, charges and payment conditions, and additional terms and conditions
applicable to that specific task order.
The professional services required by this contract will be for services in the form of a continuing
contract, commencing on the effective date of this contract and ending four years thereafter, with
options for Owner to renew on an annual basis for two additional years.
The terms and conditions of this Contract shall apply to any task order or separate contract, if
required, unless expressly modified in the provisions of the separate contract. Where the terms of
this Contract differ from the terms of the separate contract, the terms of the separate contract shall
take precedence. The separate contract will contain its specific scope of work and it is anticipated
by this Contract that the scope of work in the separate contract will be in addition to the scope of
work outlined in this Contract
NOW, THEREFORE, in consideration of the mutual promises, covenants and agreements stated
herein, and for other good and valuable consideration, the sufficiency of which hereby
acknowledged, the Owner and the Engineer agree:
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FORM OF AGREEMENT
ARTICLE 1
1.1 REPRESENTATIONS AND WARRANTIES
By executing this Contract, Engineer makes the following express representations and warranties
to the Owner:
1.1.1 The Engineer is a professional qualified to act as the Engineer for the assignment and is
licensed to practice Engineerure /Engineering by all public entities having jurisdiction over the
Engineer and the assignment;
1.1.2 The Engineer shall maintain all necessary licenses, permits or other authorizations
necessary to act as Engineer for the assignment until the Engineer's duties hereunder have been
fully satisfied;
1.1.3 The Engineer shall prepare all documents that may be developed under this Contract
including, but not limited to, all contract plans and specifications, in such a manner that they shall
be in conformity and comply with all applicable laws, codes and regulations. The Engineer
warrants that any documents prepared as a part of this Contract will be adequate and sufficient to
accomplish the purposes of the task order, therefore, eliminating any additional construction cost
due to missing or incorrect design elements in the contract documents;
1.1.4 The Engineer assumes full responsibility to the extent allowed by law with regards to his
performance and those directly under his employment as Engineer of Record.
1.1.5 The Engineer's services shall be performed as expeditiously as is consistent with
professional skill and care and the orderly progress of the Work. The Engineer shall submit, for
the Owner's and Monroe County Growth Management Division's information, a schedule for the
performance of the Engineer's services which may be adjusted as task order proceeds if approved
by the Owner, and shall include allowances for periods of time required for the Owner's and
Monroe County Growth Management Division's review, and for approval of submission by
authorities having jurisdiction over the task order. Time limits established by this schedule and
approved by the Owner may not be exceeded by the Engineer except for delay caused by events
not within the control of the Engineer or foreseeable by him.
1.1.6 In providing all services pursuant to this agreement, the Engineer shall abide by all
statutes, ordinances, rules and regulations pertaining to, or regulating such services, including
those now in effect and hereinafter adopted. Any violation of said statutes, ordinances, rules and
regulations shall constitute a material breach of this agreement and shall entitle the COUNTY to
terminate this agreement immediately upon delivery of written notice of termination to the
Engineer.
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ARTICLE II
SCOPE OF ENGINEER'S BASIC SERVICE
2.1 DEFINITION
Engineer's Basic Services consist of:
Task 1 — Annual US 1 Arterial Travel Time and Delay Studies
1. Purpose
The travel time studies will be used to monitor the level of service on US 1 based on
Monroe County Comprehensive Plan Policies and Land Development Codes for
concurrency management purposes pursuant to Chapter 163, Florida Statutes. The studies
will be conducted in accordance with the methodology that was developed by the US 1 LOS
Task Force and approved by the County, the Florida Department of Transportation, and the
Florida Department of Community Affairs.
2. Minimum Activities to Complete Study
A. Using the floating car method, the County will record travel time, speed, and delay
data for:
a. Each of the 24 segments of US 1 from Florida City to Stock Island, and
b. The length of US 1 from Miami -Dade County line to Cow Key Channel.
B. The data will be recorded by date, day of week, time of day, and direction.
C. The study will be conducted over 14 days within the six week period from February 15
to March 31. The study will consist of 14 round trip runs, sampling each day of the
week twice.
D. The study schedule will be coordinated with seven day, 24 hour traffic counts to be
conducted by FDOT in Islamorada, Marathon, and Big Pine Key.
E. The study will employ the staggered schedule of departure times previously approved
by the Task Force so as to record peak hour conditions in as many different locations as
possible.
F. The study results will be summarized in a report format including a series of tables and
graphs. A statistical analysis of the mean, median, standard deviation, and range of
speeds for each segment and for the overall distance will be provided. Excess roadway
capacity and deficiencies in capacity will be reported.
Task 2: General Transportation Planning Assistance
1. Purpose
The purpose of this task is to provide assistance to the Monroe County Growth Management
Division staff for the purpose of maintaining and updating the Long Range Transportation
Plan, to ensure that transportation concurrency requirements are met by public and private
development, and other tasks necessary to maintain a high level of coordination between
land use planning and transportation planning activities in the Florida Keys. This task will
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provide assistance for general transportation planning and analysis activities, including data
collection and technical support.
2. Activities
The transportation planning consultant will provide assistance to Monroe County Growth
Management Division in the following areas:
A. Review of private development site plans for internal traffic flows and access;
B. Preparation of traffic impact reports;
C. Review of access management issues;
D. Development of access management plans;
E. Origin- destination studies;
F. Attendance at appropriate public meetings and hearings;
G. Trip generation rates for land uses;
H. Provision of review comments on relevant transportation documents prepared by other
agencies;
L Review of transportation element of reports and plans prepared by County staff in
support of the comprehensive plan amendments;
J. Systems planning analysis (including running the FSUTMS model or other
transportation planning models deemed as appropriate by Client and Consultant;
K. Reevaluation of the level of service methodology for US l; and
L. Special transportation projects to implement the comprehensive plan.
ARTICLE III
ADDITIONAL SERVICES
3.1 GENERAL
3.1.1 The services described in this Article III are not included in Basic Services. They shall be
paid for by the Owner as provided in this agreement as an addition to the compensation paid for
the Basic Services but only if approved by the Owner before commencement, and as follows:
A. Providing services of Engineer for other than the previously listed consulting scope of
Project provided as a part of Basic Services.
B. Providing any other services not otherwise included in this Agreement or not
customarily furnished in accordance with generally accepted consulting practice.
C. Providing representation before public bodies in connection with the task order, upon
approval by the Owner.
3.2 If Additional Services are required, such as those listed above, the Owner shall issue a
letter requesting and describing the requested services to the Engineer. The Engineer shall
respond with fee proposal to perform the requested services. Only after receiving an amendment
to the task order and a notice to proceed from the Owner proceed with the Additional Services.
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ARTICLE IV
OWNER'S RESPONSIBILITIES
4.1 The Owner shall designate Monroe County Growth Management Division to act on the
Owner's behalf with respects to the task orders. The Owner or Monroe County Growth
Management Division shall render decisions in a timely manner pertaining to documents
submitted by the Engineer in order to avoid unreasonable delay in the orderly and sequential
progress of the Engineer's services. However, the parties acknowledge that due to Monroe County
Policy, Ordinances or State or Federal Statute there may be times when a decision must be made
by the BOCC, in which case any delay shall not be attributed to Monroe County or its
representative.
4.2 The Owner shall furnish the required information and services and shall render approvals
and decisions as expeditiously as necessary for the orderly progress of the Engineer's services and
work of the contractors.
4.3 The Owner's review of any documents prepared by the Engineer or its consultants shall be
solely for the purpose of determining whether such documents are generally consistent with the
Owner's criteria, as and if, modified. No review of such documents shall relieve the Engineer of
responsibility for the accuracy, adequacy, fitness, suitability or coordination of its work product.
ARTICLE V
INDEMNIFICATION AND HOLD HARMLESS
5.1 The Engineer covenants and agrees to indemnify and hold harmless Owner /Monroe County
and Monroe County Board of County Commissioners from any and all claims for bodily injury,
including death, personal injury, and property damage, including property owned by Monroe
County, and any other losses, damages, and expenses, including attorney's fees, court costs and
expenses, which arise out of, in connection with, or by reason of services provided by the
Engineer or its Subcontractor(s), occasioned by the negligence, errors, or other wrongful act or
omission of the Engineer, their employees, or agents.
5.2 The first ten dollars ($10.00) of remuneration paid to the Engineer is for the indemnification
provided for above. Should any claims be asserted against the County by virtue of any deficiency
or ambiguity in the plans and specifications provided by the Engineer, the Engineer agrees and
warrants that he shall hold the County harmless and shall indemnify him from all losses occurring
thereby and shall further defend any claim or action on the County's behalf.
5.3 In the event the completion of the task assignment is delayed or suspended as a result of the
Engineer's failure to purchase or maintain the required insurance, the Engineer shall indemnify
County from any and all increased expenses resulting from such delays. Should any claims be
asserted against County by virtue of any deficiencies or ambiguity in the plans and specifications
provide by the Engineer the Engineer agrees and warrants that Engineer hold the County harmless
and shall indemnify it from all losses occurring thereby and shall further defend any claims or
action on the County's behalf.
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5.4 The extent of liability is in no way limited to, reduced or lessened by the insurance
requirements contained elsewhere within the Agreement.
5.5 This indemnification shall survive the expiration or early termination of the Agreement.
ARTICLE VI
6.1 PERSONNEL
The Engineer shall assign only qualified personnel to perform any service concerning the project
ARTICLE VII
7.1 PAYMENT
Terms of payment are as follows:
Payment shall be made according to the Florida Local Government Prompt Payment Act.
7.2 REIMBURSABLE EXPENSES
Reimbursable expenses (travel, meals, mileage, or other expenses) are not allowed as part of this
contract.
7.3 BUDGET
7.3.1 The Engineer may not be entitled to receive, and the County is not obligated to pay, any
fees or expenses in excess of the amount budgeted for this Agreement in each fiscal year (October
1- September 30) by County's Board of County Commissioners. The budgeted amount may only
be modified by an affirmative act of the County's Board of County Commissioners.
7.3.2 AVAILABILITY OF FUNDS. If funding cannot be obtained or cannot be continued at a
level sufficient to allow for continued reimbursement of expenditures for services specified in this
Contract or in the separate contracts for individual projects, the agreement may be terminated
immediately at the option of the County by written notice of termination delivered to the
Engineer. The County shall not be obligated to pay for any services provided by the Engineer
after the Engineer has received written notice of termination, unless otherwise required by law.
7.3.3 The County does not guarantee Engineer any specific amount of work under this
agreement. The parties shall enter into a task order for each assignment awarded to the Engineer
by the County. The specific services to be performed under these separate task orders will be
determined by the County and agreed to by the Engineer. Each separate task order will contain
specific scope of work, time schedule, charges and payment conditions, and additional terms and
conditions applicable to that specific contract.
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7.3.4 Monroe County's performance and obligation to pay under this contract is contingent upon
an annual appropriation by the transportation funding agency, the Board of County
Commissioners and the approval of the Board members at the time of contract initiation and its
duration.
ARTICLE VIII
8.1 APPLICABLE LAW
This contract is governed by and construed in accordance with the laws of the State of Florida
applicable to contracts made and performed entirely in the State. Venue for any mediation,
dispute conferences or litigation arising under this contract must be in Monroe County, Florida.
The Parties waive their rights to a trial by jury.
ARTICLE IX
9.1 SUCCESSORS AND ASSIGNS
The Engineer shall not assign its right hereunder, excepting its right to payment, nor shall it
delegate any of its duties hereunder without the written consent of the Owner. The Owner and
Engineer, respectively, bind themselves, their partners, successors, assigns and legal
representatives to the other party to this Agreement and to the partners, successors, assigns and
legal representatives of such other party with respect to all covenants of this Agreement.
ARTICLE X
NO THIRD PARTY BENEFICIARIES AND INDEPENDENT CONTRACTOR
RELATIONSHIP
10.1 NO THIRD PARTY BENEFICIARIES
Nothing contained herein shall create any relationship, contractual or otherwise, between the
parties which creates or gives rise to any rights in favor of, any third party.
10.2 INDEPENDENT CONTRACTOR RELATIONSHIP
The Engineer is and shall be an independent contractor in the performance of all work, services,
and activities under this Agreement and is not an employee, agent or servant of the County. The
Engineer shall exercise control over the means and manner in which it and its employees perform
the work and in all respects the Engineer's relationship and the relationship of its employees to
the County shall be that of an independent contractor and not as employees or agents of the
County. The Engineer does not have the power or authority to bind the County in any promise,
agreement or representation other than such power and authority that is specifically provided for
in this Agreement.
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ARTICLE XI
11.1 INSURANCE
11.1.1 The Engineer shall obtain insurance as specified and maintain the required insurance at all
times that this Agreement is in effect. Professional Liability Insurance shall also be maintained as
specified. In the event the completion of the project (to include the work of others) is delayed or
suspended as a result of the Engineer's failure to purchase or maintain the required insurance, the
Engineer shall indemnify the County from any and all increased expenses resulting from such
delay.
11.1.2 The coverage provided herein shall be provided by an insurer with an A.M. Best Rating of
VI or better, that is licensed to do business in the State of Florida and that has an agent for service
of process within the State of Florida. The insurance certificate shall contain an endorsement
providing thirty (30) days notice to the County prior to any cancellation of said coverage. Said
coverage shall be written by an insurer acceptable to the County and shall be in a form acceptable
to the County.
11.1.3 Engineer shall obtain and maintain the following policies:
A. Workers' Compensation insurance as required by the State of Florida.
B. Employers Liability Insurance with limits of $100,000 per Accident, $500,000
Disease, policy limits, $100,000 Disease each employee.
C. Comprehensive business automobile and vehicle liability insurance covering claims
for injuries to members of the public and /or damages to property of others arising from
use of motor vehicles, including ofsite and offsite operations, and owned, hired or
non -owned vehicles, with One Hundred Thousand Dollars ($100,000.00) combined
single limit and One Hundred Thousand Dollars ($100,000.00) annual aggregate.
D. Commercial general liability covering claims for injuries to members of the public or
damage to property of others arising out of any covered act or omission of the
Engineer or any of its employees, agents or subcontractors or subconsultants,
including Premises and /or Operations, Independent Contractors; Broad Form Property
Damage and a Contractual Liability Endorsement with Five Hundred Thousand
Dollars ($500,000.00) per occurrence and annual aggregate.
E. Professional liability insurance of Five Hundred Thousand Dollars ($500,000.00) per
claim and One Million Dollars ($1,000,000.00) annual aggregate. If the policy is a
"claims made" policy, Engineer shall maintain coverage or purchase a "tail" to cover
claims made after completion of the project to cover the statutory time limits in
Chapter 95 of the Florida Statutes.
F. County shall be named as an additional insured with respect to Engineer's liabilities
hereunder in insurance coverage identified in Paragraphs C and D.
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G. Engineer shall require its subconsultants to be adequately insured at least to the limits
prescribed above, and to any increased limits of Engineer if so required by County
during the term of this Agreement. County will not pay for increased limits of
insurance for subconsultants.
H. Engineer shall provide to the County certificates of insurance or a copy of all
insurance policies including those naming the County as an additional insured by
including any subsection thereunder. The County reserves the right to require a
certified copy of such policies upon request.
ARTICLE XII
TERMINATION
12.1 Either party hereto may terminate this contract prior to expiration upon giving seven (7)
days written notice to the other in the event that such other party negligently or for any reason
substantially fails to perform its material obligations set forth herein. No termination expenses
shall be paid by the Owner after the date of notice of termination.
12.2 The Owner may terminate this Contract without cause by giving the other party thirty (30)
days written notice of its intention to do so. Termination expenses shall include expenses
available under the contract through the date on the notice of termination and shall not include
any additional services required in order to stop performance of services, unless agreed to in
writing by the County and subject to audit for the purpose of verification.
ARTICLE XIII
ENTIRE AGREEMENT
13.1 This contract constitutes of the form of agreement, the exhibits that are attached and made
a part of the contract, the response document, and the documents referred to in the form of
agreement as a part of this contract. In the event any conflict between any of those contract
documents, the one imposing the greater burden on the Engineer will control.
13.2 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 contract to provide any goods or
services to a public entity, may not submit a bid on a contract with a public entity for the property
to public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or
consultant under a contract with any public entity, and may not transact business with any public
entity in excess of the threshold amount provided in Section 287.017 of the Florida Statutes, for
CATEGORY TWO for a period of 36 months from the date of being placed on the convicted
vendor list.
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ARTICLE XIV
DISPUTE RESOLUTION
14.1 County and Engineer agree that all disputes and disagreements shall first 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 submitted to mediation before a mediator mutually agreed to by the parties. The
cost of mediation shall be shared equally. The parties agree that mediation is a condition
precedent to the institution of legal or equitable proceedings by either party. Request for
mediation shall be in writing and sent to the other party. The parties shall agree on a mediator to
hear the dispute.
14.2 Mediation shall be held in Monroe County, Florida in a location in Key West; the location
may be moved only by mutual agreement of the parties.
14.3 Agreements reached in mediation shall be reduced to writing and signed by the
representative of each party; however agreements must be approved by the Board of County
Commissioners to be enforceable. Agreements reached in mediation shall be enforceable as
settlement agreements in any court having jurisdiction in Monroe County.
14.4 Nothing in this Agreement shall be construed to interfere with a subsequent order from
any court of competent jurisdiction ordering the parties to enter into mediation after institution of
legal or equitable proceedings.
14.5 Arbitration is specifically rejected by the parties as a method of settling disputes which
arise under this agreement; neither of the parties shall be compelled by the other to arbitrate a
dispute which may arise under this Agreement.
ARTICLE XV
ADDITIONAL REQUIREMENTS
15.1 The following items are part of this contract:
a) Engineer 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 term of the Agreement and for
four years following the termination of this Agreement. If an auditor employed by the
County or Clerk determines that monies paid to Engineer pursuant to this Agreement were
spent for purposes not authorized by this Agreement, the Engineer shall repay the monies
together with interest calculated pursuant to F.S. Sec. 55.03, running from the date the
monies were paid to County.
b) 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
23
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 Engineer agree that venue will lie in the appropriate court
or before the appropriate administrative body in Monroe County, Florida. The Parties
waive their rights to a trial by jury. The County and Engineer agree that, in the event of
conflicting interpretations of the terms or a term of this Agreement by or between any of
them the issue shall be submitted to mediation prior to the institution of any other
administrative or legal proceeding, pursuant to this agreement.
C) 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
Engineer 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.
d) Attorney's Fees and Costs. The County and Engineer 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 and court costs expenses, as an award against the non -
prevailing party, and shall include attorney's fees and courts costs expenses in appellate
proceedings.
e) Binding Effect. The terms, covenants, conditions, and provisions of this Agreement shall
bind and inure to the benefit of the County and Engineer and their respective legal
representatives, successors, and assigns.
f) 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. Each party agrees that it has had ample opportunity
to submit this Contract to legal counsel of its choice and enters into this agreement freely,
voluntarily and with advise of counsel.
g) Claims for Federal or State Aid. Engineer and County agree that each shall be, and is,
empowered to apply for, seek, and obtain federal and state funds to further the purpose of
this Agreement; provided that all applications, requests, grant proposals, and funding
solicitations shall be approved by each party prior to submission.
h) Adjudication of Disputes or Disagreements. County and Engineer agree that all disputes
and disagreements shall be attempted to be resolved under Section XVI of this agreement.
If no resolution can be agreed upon within 30 days after mediation, then any party shall
have the right to seek such relief or remedy as may be provided by this Agreement or by
Florida law.
24
i) Cooperation. In the event any administrative or legal proceeding is instituted against
either parry relating to the formation, execution, performance, or breach of this
Agreement, County and Engineer agree to participate, to the extent required by the other
parry, 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 Engineer specifically agree that no parry to this Agreement shall be required to enter
into any arbitration proceedings related to this Agreement.
j) Nondiscrimination. Engineer and County 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. Engineer or County agree to comply with all Federal and Florida statutes, and
all local ordinances, as applicable, relating to nondiscrimination. These include but are
not limited to: 1) Title VI of the Civil Rights Act of 1964 (PL 88 -352) which prohibits
discrimination on the basis of race, color or national origin; 2) Title IX of the Education
Amendment of 1972, as amended (20 USC ss. 1681 -1683, and 1685- 1686), which
prohibits discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of
1973, as amended (20 USC s. 794), which prohibits discrimination on the basis of
handicaps; 4) The Age Discrimination Act of 1975, as amended (42 USC ss. 6101 -6107)
which prohibits discrimination on the basis of age; 5) The Drug Abuse Office and
Treatment Act of 1972 (PL 92 -255), as amended, relating to nondiscrimination on the
basis of drug abuse; 6) The Comprehensive Alcohol Abuse and Alcoholism Prevention,
Treatment and Rehabilitation Act of 1970 (PL 91 -616), as amended, relating to
nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public Health
Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd -3 and 290ee -3), as amended,
relating to confidentiality of alcohol and drug abuse patent records; 8) Title VIII of the
Civil Rights Act of 1968 (42 USC s. et seq.), as amended, relating to nondiscrimination in
the sale, rental or financing of housing; 9) The Americans with Disabilities Act of 1990
(42 USC s. 1201 Note), as maybe amended from time to time, relating to
nondiscrimination on the basis of disability; 10) Any other nondiscrimination provisions
in any Federal or state statutes which may apply to the parties to, or the subject matter of,
this Agreement.
k) Covenant of No Interest. Engineer and County 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.
1) 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.
25
m) No Solicitation /Payment. The Engineer and County 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 Engineer 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.
n) Public Access. The Engineer and County 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 Engineer and County in conjunction with this Agreement; and the Engineer shall have
the right to unilaterally cancel this Agreement upon violation of this provision by County.
o) Non - Waiver of Immunity. Notwithstanding he provisions of Sec. 286.28, Florida
Statutes, the participation of the Engineer and the County 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.
p) 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.
q) 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.
r) 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
Engineer and the County agree that neither the Engineer nor the County 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
26
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.
S) Attestations. Engineer 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.
t) 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 individual capacity, and no member, 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.
u) Americans with Disabilities Act of 1990 (ADA). The Engineer will comply with all the
requirements as imposed by the ADA, the regulations of the Federal government issued
thereunder, and the assurance by the Engineer pursuant thereto.
v) Disadvantaged Business Enterprise (DBE) Policy And Obligation. It is the policy of the
County that DBE's, as defined in C.F.R. Part 26, as amended, shall have the opportunity
to participate in the performance of contracts financed in whole or in part with County
funds under this Agreement. The DBE requirements of applicable federal and state laws
and regulations apply to this Agreement. The County and its Engineer agree to ensure that
DBE's have the opportunity to participate in the performance of the Agreement. In this
regard, all recipients and contractors shall take all necessary and reasonable steps in
accordance with applicable federal and state laws and regulations to ensure that DBE's
have the opportunity to compete and perform contracts. The County and the Engineer and
subcontractors shall not discriminate on the basis of race, color, national origin or sex in
the award and performance of contracts, entered pursuant to this Agreement.
w) 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.
x) 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.
27
IN WITNESS WHEREOF, each parry caused this Agreement to be executed by its duly
authorized representative on the day and year first above written.
(SEAL) BOARD OF COUNTY COMMISSIONERS
Attest: AMY HEAVIL,IN, Clerk OF MONROE COUNTY, FLORIDA
Deputy Clerk
in
Mayor /Chairman
Date:
(INSERT NAME of Engineer)
By:
1) WITNESS TO Engineer's Signature:
in
WITNESS Signature
Print Witness Name
Date:
2) WITNESS TO Engineer's Signature:
WITNESS Signature
Print Witness Name
Date:
Signature of Corporate Agent
Print Name of Corporate Agent
Date:
END OF AGREEMENT
28
SECTION THREE: COUNTY FORMS
Please follow the complete instructions to respondents specified in
Section I "Contractor Selection and Evaluation Process"
RESPONSE FORM
RESPOND TO: MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
c/o PURCHASING DEPARTMENT
GATO BUILDING, ROOM 1 -213
1100 SIMONTON STREET
KEY WEST, FLORIDA 33040
I acknowledge receipt of Addenda No.(s)
I have included:
o The Submission Response Form
o Lobbying and Conflict of Interest Clause
o Non - Collusion Affidavit
o Drug Free Workplace Form
o Public Entity Crime Statement
o Local Preference Form
o Respondent's Insurance and Indemnification Statement
o Insurance Agent's Statement
In addition, I have included a current copy of the following professional and occupational licenses:
(Check mark items above, as a reminder that they are included.)
Mailing Addres
Telephone:
Date:
Signed:
(Name)
(Seal)
(Title)
Fax: Email:
Witness:
29
LOBBYING AND CONFLICT OF INTEREST CLAUSE
SWORN STATEMENT UNDER ORDINANCE NO. 010 -1990
MONROE COUNTY, FLORIDA
ETHICS CLAUSE
warrents that he /it
has not employed, retained or otherwise had act on his /her behalf any former County officer or employee
in violation of Section 2 of Ordinance No. 010 -1990 or any County officer or employee in violation of
Section 3 of Ordinance No. 010 -1990. For breach or violation of this provision the County may, in its
discretion, terminate this Agreement without liability and may also, in its discretion, deduct from the
Agreement or purchase price, or otherwise recover, the full amount of any fee, commission, percentage,
gift, or consideration paid to the former County officer or employee.
(Signature)
Date:
STATE OF:
COUNTY OF:
Subscribed and sworn to (or affirmed) before me on
has produced
identification.
(date) by
(name of affiant). He /She is personally known to me or
(type of identification) as
NOTARY PUBLIC
My Commission Expires:
30
NON - COLLUSION AFFIDAVIT
I ,
of perjury, depose and say that
1. I am
Proposal
according to law on my oath, and under penalty
, of the firm
the bidder /responder making
for the project described in the Request for Proposals
of
the
for
and that I executed the said proposal with full authority to do so.
2. The prices in this proposal have been arrived at independently without collusion, consultation,
communication or agreement for the purpose of restricting competition, as to any matter relating
to such prices with any other bidder /responder or with any competitor.
3. Unless otherwise required by law, the prices which have been quoted in this proposal have not
been knowingly disclosed by the bidder /responder and will not knowingly be disclosed by the
bidder /responder prior to the opening of the responses, directly or indirectly, to any other
bidder /responder or to any competitor.
4. No attempt has been made or will be made by the bidder /responder to induce any other person,
partnership or corporation to submit, or not to submit, a proposal for the purpose of restricting
competition.
5. The statements contained in this affidavit are true and correct, and made with full knowledge that
Monroe County relies upon the truth of the statements contained in this affidavit in awarding
contracts for said project.
(Signature of bidder /responder)
(Print name /title)
Date:
STATE OF:
COUNTY OF:
Subscribed and sworn to (or affirmed) before me on
has produced
identification.
(type of identification) as
NOTARY PUBLIC
My Commission Expires:
(date) by
(name of affiant). He /She is personally known to me or
31
DRUG -FREE WORKPLACE FORM
The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that:
(Name of Business)
I. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing,
possession, or use of a controlled substance is prohibited in the workplace and specifying the
actions that will be taken against employees for violations of such prohibition.
2. Inform employees about the dangers of drug abuse in the workplace, the business' policy of
maintaining a drug -free workplace, any available drug counseling, rehabilitation, and employee
assistance programs, and the penalties that may be imposed upon employees for drug abuse
violations.
3. Gives each employee engaged in providing the commodities or contractual services that are under
bid a copy of the statement specified in subsection (1).
4. In the statement specified in subsection (1), notify the employees that, as a condition of working
on the commodities or contractual services that are under bid, the employee will abide by the terms
of the statement and will notify the employer of any conviction of, or plea of guilty or polo
contenderre to, any violation of Chapter 893 (Florida Statutes) or of any controlled substance law
of the United States or any state, for a violation occurring in the workplace no later than five (5)
days after such conviction.
5. Imposes a sanction on, or require the satisfactory participation in, a drug abuse assistance or
rehabilitation program if such is available in the employee's community , or any employee who is
so convicted.
6. Make a good faith effort to continue to maintain a drug -free workplace through implementation of
this section.
As the person authorized to sign the statement, I certify that this firm complies fully with the above
requirements.
STATE OF:
COUNTY OF:
(Signature)
Date:
Subscribed and sworn to (or affirmed) before me on
has produced
identification.
(type of identification) as
NOTARY PUBLIC
(date) by
(name of affiant). He /She is personally known to me or
My Commission Expires:
32
PUBLIC ENTITY CRIME STATEMENT
"A person or affiliate who has been placed on the convicted vendor list following a conviction for public
entity crime may not submit a bid on a contract to provide any goods or services to a public entity, may not
submit a bid on a contract with a public entity for the construction or repair of a public building or public
work, may not submit bids on leases of real property to public entity, may not be awarded or perform work
as a contractor, supplier, subcontractor, or CONTRACTOR under a contract with any public entity, and
may not transact business with any public entity in excess of the threshold amount provided in Section
287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted
vendor list."
I have read the above and state that neither (Respondent's name) nor any
Affiliate has been placed on the convicted vendor list within the last 36 months.
(Signature)
Date:
STATE OF:
COUNTY OF:
Subscribed and sworn to (or affirmed) before me on
(date) by
(name of affiant). He /She is personally known to me or
has produced
identification.
(type of identification) as
NOTARY PUBLIC
My Commission Expires:
33
LOCAL PREFERENCE FORM
A. Vendors claiming a local preference according to Ordinance 023 -2009 must complete this form.
Name of Bidder /Responder
Date:
1. Does the vendor have a valid receipt for the business tax paid to the Monroe County Tax Collector dated
at least one year prior to the notice or request for bid or proposal? (Please furnish copy. )
2. Does the vendor have a physical business address located within Monroe County from which the vendor
operates or performs business on a day to day basis that is a substantial component of the goods or services
being offered to Monroe County?
List Address:
Telephone Number:
B. Does the vendor /prime contractor intend to subcontract 50% or more of the goods, services or
construction to local businesses meeting the criteria above as to licensing and location?
If yes, please provide:
1. Copy of Receipt of the business tax paid to the Monroe County Tax Collector by the subcontractor dated
at least one year prior to the notice or request for bid or proposal.
2. Subcontractor Address within Monroe County from which the subcontractor operates:
Signature and Title of Authorized Signatory for
Bidder /Responder
STATE OF
COUNTY OF
Tel. Number
Print Name:
On this day of , 20 , before me, the undersigned notary public, personally appeared
known to me to be the person whose name is subscribed above or
who produced as identification, and acknowledged that he /she is the
person who executed the above Local Preference Form for the purposes therein contained.
Notary Public
Print Name
My commission expires: Seal
34
SECTION FOUR: INSURANCE REQUIREMENTS
MONROE COUNTY, FLORIDA
RISK MANAGEMENT
POLICY AND PROCEDURES
CONTRACT ADMINISTRATION MANUAL
Indemnification and Hold Harmless For Other Contractors and Subcontractors
The Contractor covenants and agrees to indemnify and hold harmless Monroe County Board of County
Commissioners from any and all claims for bodily injury (including death), personal injury, and property
damage (including property owned by Monroe County) and any other losses, damages, and expenses
(including attorney's fees) which arise out of, in connection with, or by reason of services provided by the
Contractor or any of its Subcontractor(s) in any tier, occasioned by negligence, errors, or other wrongful
act of omission of the Contractor or its Subcontractors in any tier, their employees, or agents.
In the event the completion of the project (to include 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.
The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements
contained elsewhere within this agreement.
35
RISK MANAGEMENT
POLICY AND PROCEDURES
CONTRACT ADMINISTRATION
MANUAL
General Insurance Requirements for Other Contractors and Subcontractors
As a pre - requisite of the work governed, the Contractor shall obtain, at his /her own expense, insurance as
specified in any attached schedules, which are made part of this contract. The Contractor 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 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. Failure to comply with this provision may result in the immediate suspension of all work until
the required insurance has been reinstated or replaced. Delays in the completion of work resulting from the
failure of the Contractor to maintain the required insurance shall not extend deadlines specified in this
contract and any penalties and failure to perform assessments shall be imposed as if the work had not been
suspended, except for the Contractor's failure to maintain the required insurance.
The Contractor shall provide, to the County, as satisfactory evidence of the required insurance, either:
• Certificate of Insurance Or
• A Certified copy of the actual insurance policy.
The County, at its sole option, has the right to request a certified copy of any or all insurance policies
required by this contract.
All insurance policies must specify that they are not subject to cancellation, non - renewal, material change,
or reduction in coverage unless a minimum of thirty (30) days prior notification is given to the County by
the insurer.
The acceptance and /or approval of the Contractor's insurance shall not be construed as relieving the
Contractor from any liability or obligation assumed under this contract or imposed by law. The Monroe
County Board of County Commissioners, its employees and officials will be included as "Additional
Insured" on all policies, except for Workers' Compensation.
Any deviations from this General Insurance Requirements must be requested in writing on the County
prepared form entitled "Request for Waiver of Insurance Requirements" and approved by Monroe County
Risk Management.
36
WORKERS' COMPENSATION
INSURANCE REQUIREMENTS
Prior to the commencement of work governed by this contract, the Contractor shall obtain Workers'
Compensation Insurance with limits sufficient to respond to the applicable state statues.
In addition, the Contractor shall obtain Employers' Liability Insurance with limits of not less than:
$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.
37
GENERAL LIABILITY
INSURANCE REQUIREMENTS
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
• Products and Completed Operations
• Blanket Contractual Liability
• Personal Injury Liability
• Expanded Definition of Property Damage
The minimum limits acceptable shall be:
$500,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$100,000 per Person
$500,000 per Occurrence
$ 50,000 Property Damage
An Occurrence Form policy is preferred. If coverage is provided on a Claims Made policy, its provisions
should include coverage for claims filed on or after the effective date of this contract. In addition, the
period for which claims may be reported should extend for a minimum of twelve (12) months following
the acceptance of work by the County.
The Monroe County Board of County Commissioners shall be named as Additional Insured on all policies
issued to satisfy the above requirements.
38
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:
$300,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$100,000 per Person
$100,000 per Occurrence
S 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.
39
PROFESSIONAL LIABILITY
INSURANCE REQUIREMENTS
Recognizing that the work governed by this contract involves the furnishing of advice or services of a
professional nature, the Contractor shall purchase and maintain, throughout the life of the Contract,
Professional Liability Insurance which will respond to damages resulting from any claim arising out of the
performance of professional services or any error or omission of the Contractor arising out of the work
governed by this Contract.
The minimum limits of liability shall be:
$500,000 per Occurrence /$1,000,000 Aggregate
!ME
Respondent's Insurance and Indemnification Statement
Insurance Requirements
Worker's Compensation and
Employers Liability
General Liability
Vehicle Liability
Professional Liability
Required Limits
$100,000 Bodily Injury by Accident
$500,000 Bodily Injury by Disease, policy limits
$100,000 Bodily Injury by Disease, each employee
$500,000 Combined Single Limit
If split limits are provided, the minimum limits acceptable shall be:
$100,000 per person
$500,000 per occurrence
$50,000 property damage
$100,000 Combined Single Limit
If split limits are provided, the minimum limits acceptable shall be:
$100,000 per person
$100,000 per occurrence
$50,000 property damage
$500,000 per occurrence
$1,000,000 aggregate
IDEMNIFICATION AND HOLD HARMLESS FOR CONSULTANTS AND SUBCONSULTANTS
The Respondent covenants and agrees to indemnify, hold harmless and defend Monroe County, its
commissioners, officers, employees, agents and servants from any and all claims for bodily injury,
including death, personal injury, and property damage, including property owned by Monroe County, and
any other losses, damages, and expenses of any kind, including attorney's fees, court costs and expenses,
which arise out of, in connection with, or by reason of services provided by the Contractor or any of its
Subcontractor(s) in any tier, occasioned by the negligence, errors, or other wrongful act or omission of the
Respondent , including its Subcontractor(s) in any tier, their officers, employees, servants or agents.
In the event that the completion of the work (to include the work of others) is delayed or suspended as a
result of the Respondent's failure to purchase or maintain the required insurance, the Respondent shall
indemnify the County from any and all increased expenses resulting from such delay.
The first ten dollars ($10.00) of remuneration paid to the Respondent is consideration for the
indemnification provided for above.
The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements
contained elsewhere within this agreement.
This indemnification shall survive the expiration or earlier termination of the Agreement.
RESPONDENT'S STATEMENT
I understand the insurance that will be mandatory if awarded the contract and will comply in full with all
the requirements.
Respondent
Signature
41
INSURANCE AGENT'S STATEMENT
I have reviewed the above requirements with the bidder named below. The following deductibles apply to
the corresponding policy.
POLICY
Liability policies are Occurrence
Insurance Agency
DEDUCTIBLES
Claims Made
Signature
Print Name:
42
MONROE COUNTY, FLORIDA
RISK MANAGEMENT
POLICY AND PROCEDURES
CONTRACT ADMINISTRATION MANUAL
WAIVER OF INSURANCE REQUIREMENTS
There will be times when it will be necessary, or in the best interest of the County, to deviate from the
standard insurance requirements specified within this manual. Recognizing this potential, and acting on
the advice of the County Attorney, the Board of County Commissioners has granted authorization to Risk
Management to waive and modify various insurance provisions.
Specifically excluded from this authorization is the right to waive:
• The County as being named as an Additional Insured — If a letter from the Insurance Company
(not the Agent) is presented, stating that they are unable or unwilling to name the County as an
Additional Insured, Risk Management has been granted the authority to waive this provision.
And
• The Indemnification and Hold Harmless provisions
Waiving of insurance provisions could expose the County to economic loss. For this reason, every attempt
should be made to obtain the standard insurance requirements. If a waiver or a modification is desired, a
Request for Waiver of Insurance Requirement form should be completed and submitted for
consideration with the proposal.
After consideration by Risk Management and if approved, the form will be returned, to the County
Attorney who will submit the Waiver with the other contract documents for execution by the Clerk of the
Courts.
Should Risk Management deny this Waiver Request, the other party may file an appeal with the County
Administrator or the Board of County Commissioners, who retains the final decision - making authority.
43
MONROE COUNTY, FLORIDA
Request For Waiver of Insurance Requirements
It is requested that the insurance requirements, as specified in the County's Schedule of Insurance
Requirements, be waived or modified on the following contract:
Contractor:
Contract for:
Address of Contractor:
Phone:
Scope of Work:
Reason for Waiver:
Policies Waiver
will apply to:
Signature of Contractor:
Approved Not Approved
Risk Management:
Date:
County Administrator appeal:
Approved Not Approved
Date:
Board of County Commissioners appeal:
Approved Not Approved
Meeting Date:
BIDDER
SIGNATURE
44
RFP for Transportation Planning Services H.3.d
INSURANCE REQUIREMENTS FOR SUBMITTING PROPOSALS
Worker's Compensation
$100,000 Bodily Injury by Ace.
$500,000 Bodily Inj. by Disease, policy lmts
$100,000 Bodily Inj. by Disease, each emp.
General Liability, including
Premises Operation
Products and Completed Operations
Blanket Contractual Liability
Personal Injury Liability
Expanded Definition of Property Damage
Vehicle Liability
(Owned, non -owned and hired vehicles) $
Professional Liability
$500,000 Combined Single Limit
$100,000 per Person
100,000 per Occurrence
$ 50,000 Property Damage
$100,000 Combined Single Limit
$500,000 per Occurrence
$1,000,000 Aggregate
The Monroe County Board of County Commissioners shall be named as Additional insured on all
policies issued to satisfy the above requirements.
45
RFP for Transportation Planning Services H.3.d
EXHIBIT A
LEVEL OF SERVICE TASK FORCE METHODOLOGY
{
r
a?
a?
t
a?
CA ro
RFP for Transportation Planning Services H.3.d
A METHODOLOGY TO ASSESS LEVEL-OF-SERVICE
ON US-1 IN THE FLORIDA KEYS
M
Rafael E. De Arazoza
Florida Department of Transportation
District 6
602 South Milanii! Avenue
Miami, Florida 33130
(305) 377-5910
un
Douglas S. McLeod
Florida Department of Transportation
Maill Station 19
6,05 Suwannee Street
Tallahassee, Florida 32399-0450
(904) 922-0"9
Farr Presentation at the
Transportation Research Board Annual Meeting
January 1993
E VA
RFP for Transportation Planning Services H.3.d
P.E. De Ara-zon
D. S. MaClead
Thils paper presents the methodology deve[oped to assess level -of- service (LOS) on US-1 in the
Fllori Keys. Although predominantly an uninterrupted flow two-lane roadway in the Keys, USA's
Uniqueness warrants all alternative LOS evaluation process to that found in the 1985 Highway
Capacity Manual.
U.S.-1 -extends, from the Key West to the Florida malinland with no major roads intersecting it.,
Furthermore, no other principal arterial serves the Keys or the Keys' resident and tourist population,
over 100,000. Its unique geography, laird use patterns, trip making characteristics presented a
challenge in developing and applying a reasonable and acceptable' eth =od to assess its LOS.
A uniform method was develloped to assess LOS on U.S.-1 to cover both its overall arterial length
from Key West to the Florilda mainland, and 24 roadway segments delineated. The methodology
employs average travell speed as the main measure of effectiveness. It was developed from basic
cr iteria and principles contained in Chapters 7 �Rural Multilane Highways), 8 �Rural Two-Lane
Highways) and 11 (Urban and Suburban Arterials) of the 119a,5 Highway Capacity Manual.
The results of the study correlate well with perceived aperating condit[ons on US-1 and over a
year period the methodology appears to have a good level) of reliability. The authors recommend
that for uninterrupted flow conditions in developed areas, Chapters 7 and 8 of the Highway Capacity
Manual incorporates average travel speed as the main measure of effectiveness to determine LOS.
EM
RFP for Transportation Planning Services H.3.d
P.E. De Arazon
D.S. NfaCleod
A METHOD TO ASSESS LEVEL-OF-SERVICE
ON US-1 IN THE FLORIDA KEYS
The purpose of this paper is to laresent the methodology develloped by the Monroe County US-1
level (LOS) Task Force to assess LOS on US (the Overseas Highway) in the Florida Keys
(1). The authors are members of the referenced task force.
US-1 which is mostly two-(lanes, has unique geographic and trip characteristics. It extends throtigh
the Florida Keys covering approximately 180 kilometers X1 12 miles) from the City of Key West to the
Florida mainland (Figure 1). There are 48 bridges crossing water for a totall length of 35 km (22 iiiii),
with the longest bridge approximately 11 km �7 m!) long. There is no other road, to provide vehicular
access to the Florida Keys from the rest of Florida or anywhere else. Few local roads are 5 km (3 mi)
in length. Consequently, US-1 serves not only as a regionall principal arterial which serves iintra as
well as interstate travel, but also serves as the local road for most of We trips within the Keys. US-1
Annual average dailly traffic (AADT) volurnes range from a low of 4700 to a high of 34200. The road
serves a large tourist demand and is ane of the most scenic in the United States., The linear
geography with the narrow land width of most of the Florida Keys are further characteristics.,
Most of the surrounding land use is rural developed and suburban in nature, however, some areas
are totally rural and others are urban, such as the Key West avid its suburbs. With the exception of
the few completely rural segments and the bridges, strip commercial stores, motels and restaurants
are very common throtighout the Keys along US-1. Nu' emus. driveways and intersecting locall
roads provide access to the surrotinding residential areas.
The US-1 LOS study encompassed approximately 174 km (108 mi) of US-1 from Key WestjStock
Island to the MonroefDade County Line, broken down as follows:
129 km (80 mil) (74%) two uninterrupted flow;
7, 32 km X20 mi) � 19 %) four - uninterrupted fl ow; and
7, 13 km �8 mi) (7%) four-lane urbanisuburban interrupted flow.,
NJ
RFP for Transportation Planning Services H.3.d
R.E. De Arazon
D. S. NhCleod
Part of the growth management process in Florida is to assess roadway LOS to determine if
roadway facilities meet standards established by state regulations. The Transportation Research
Board Special Report 209 Highway Cala-acity Manual �IHCM) (2) is extensively used throughout
Florida as the source docurnent to determine highway capacities and LOS.
H Chapter 7 Rural Multilane Highways), Rural Two-Lane Highways) and 11 Urban and
Suburban Arterialls) were consulted to determine appli to the unique conditions and vehicular
traffic operations and character i1stics of the Florida Keys. Only the 13 krn (8 mi) of urbaWsuburban
interrupted flow and the small percentage of the two-lane trully rural laorli correlate directly to the
HI Chapters 11 and 8.
Thus, the challenge was to develop a methodology to assess arterial LOS alcing US-1 without
deviating from the princilples of the HCMI. Towards that end a task force was created consisting of
representatives from State and local agencies and an engineering consulting firm.
50
RFP for Transportation Planning Services H.3.d
P.E. De Arazon
D.S. IvIaCleoA
THE NEED TO DEVELOP A LOS MEASUREMENT METHOD
From a state transportation perspective, the overall operating condition of US-1 is important, not the
condition of any smaller segment. With Key West as a major tourist destination at the southern end
of the Keys and no alternative routes, the logical analysis section of highway extends from Key West
to the main[and. From local transportation and development approval perspectives, shorter
segments for analysis are desirable.
Chapter 8 of the HC M presents a methodology which applies to typical rurall two -lane highways with
basically long stretches of roads, and few side intersecting streets and driveways directly
connecting to the roads. Chapter 8 methodology relies mainly on "'percent time delay" to assess
LOS., The HCM further states that "Percent time delay—is defined as the average percent of tirne that
all vehicles are delayed while traveling in platoons due to inability to pass. Percent time delay is
difficult to measure directly in the field. The percent of vehicles traveling at head rays less than 5
seconds can be used as a surrogate measure in field studies."
Chapter 8 of the H also uses average travel speed and capacity utilization as additional measures
of effectiveness to assess LOS. However, the H states clearly that percent time delta y is the
primary measure of servi quallity. Further inspection of the average speeds for level terrain
depicted by Table 8-1 of the HCM do not correspond well with the typical operating speeds of US-1
in the Florida Keys. For instance, Table 8-1 shows average speeds ranging from 58 mph (93 kmh)
(LOS A) to 45 rn ph (72 km h � (LOS D .
The overall weighted posted speed 11irnit for US-1 in the Florida Keys is 79.7 kmh (49.5 mph). The
overall median operating speeds along US-1 according to the 1991 and 1992 field studies �3, 4) were
76.8 and 75.5 krnh 47.7 and 46.9 mph), respectively., The field studies showed, for the' ost part, the
survey vehiicle�s) was traveling close to the posted speed limit.
51
RFP for Transportation Planning Services H.3.d
R. E. De Arazoza
D. S. MaCleod
It is believed the average motorist in the Florida Keys is mostly concerned with operating at an
acceptable average travell speed rather than being concerned about the ability to pass. This is
supported by the physicall and traffic characteristics of the Keys �e.g., adjacent land development,
sight seeing tourists), local knowledge, and discussions with motorists.
From the above statements, it was clear to the task team that H Chapter 8 methodology could not
lie applied to US-1 for analysis of its two-lane secti
With regards to the four-lane uninterrupted flow portions of USA, a similar dilemma occurred., HCM
Chapter 7 methodology applies to multi-lane highways with operating characteristics generally
unlike those of US-1 through the Florida Keys. For instance, average travel speeds depicted by
Table 7-1 of the H are allso higher than those encountered in the Keys. Further, the methodology
inherent !it equations (7-1), (7-2) and (7- )are closely related to those of freeways with their higher
service flow rates, which again neither sArnulate nor resemble those of US-1 in the Keys. The Four-
(lane portion is found mostly in Key Largo (the northeastern end of the Keys) which has a weighted
posted speed Ili' it of 72.5 knih X45 mph). Key largo is developed with strip commercial and
residential development. It has numerous, driveway connections and silde streets directly accessing
USA
The remaining 7% of the total US-1 milleage is four-lane interrupted flow. These are the portions
encompassing Marathon (in the middle of the Keys) and Stock Island (near Key West). The
operating characteristics here are truly urban1suburban and interrupted flow in nature resembling
those of H Chapter 11. Thus, the methodology of Chapter 11 was employed in assessing LOS on
these segme tits.
From the preceding discussion, it was evident that a distinct method to assess LOS on US-11 had to
be developed. The task team's efforts concentrated on keeping consistency with the basic
philosophy of the HCMI, and yet lie sensitive to the Keys uniqueness. Thus, the proposed
methodology correlates measured travell speeds along US-1 with LOS speed thresholds developed
as part of this study. This is in line with the concept behind the HCM of average travel speed being
the inain parameter to measure arterial LOS.
52
RFP for Transportation Planning Services H.3.d
R. E. De Arazozi
D. S. MaCleod
METHODOLOGY
Considering the types of trips served by US-1, it was decided to conduct travel time and dellay runs
to cover both the entire length of US -1 from Key West to the MonroelDade County Line (mainland)
and for each segirnent of the highway al the way. Twenty-four segments were sellected as
delaicted by Table I., Each segment is fairly homogeneous in nature having a uniform roadway cross
section an traffic f low.
Travel speeds for the overall length (frorn Key West to the maiinland� provilde an indication of the
LOS for the regional trips. Travel speeds for each segment also provides an opportunity to assess
the impact of locall trips. Establishing speed criteria for both the overall length and for each roadway
segment satisfies the requirements of the Florida growth management process.
The next step in the process was to determine the number of travel time runs and how, when and
toffrorn where.. Runs were started at both ends of USA. For example, one run started on Stock
Island (Key West City limits) and proceeded to the mainland (Dade County,). After reaching this point,
the vehicle turned back and proceeded to end the run where it started, on Stock Island., On another
day the reverse was true (Le., the run started in Dade County instead of Stock Island). It was
decided to perform a total of fourteen two-way runs or twenty-eight in each dilreclion covering the
174 kin (108 mi) study portion of US-1. Twenty-eight runs provide enough data for statisticall
significance. Control points were established at each of the 24 segments to record travell time and
speed data specific to each one of those segments. Seven runs were started at Stock Island and
seven iii Dade County. Each began at staggered hours to cover the varied trip purposes and time
frames within the Keys. The surveys were conducted during March, reflecting the area's peak traffic
season.,
For each run the process provided data, such as running speed and travell speed, in each direction
of US - 1, Vehicular traffic counts were allso collected at three locations covering seven clays.
The travell time runs yielded a total of 28 one-way travel speed values for the overall length of US-1
and for each of the 24 segments. The value selected for anallysis was the median speed which
would reflect a "typicall peak period during the peak season." In other develloped parts of Florida the
typical peak hour of the peak season approximates the 100th highest hour of the year (5).
53
RFP for Transportation Planning Services H.3.d
R. E. De Arazoza
D. S. NbCleod
The median vallue was also selected, instead of the average, to avoid the influence of extremely high
or l ow speed va at either en of the surveys population.
The process up to this point provided median travel speeds.. The question then became, what LOS
do these speeds represent,.
The next step was to develop a set of LOSISpeed threshold values for both the overall length of US-1
and the pertinent segments of the highway. Towards this end, the speed ratios between LOS
thresholds from Tables 7 -11, 8-1 and 11-1 of the HCM were used in the analysis. These ratios were
weighted against actual mileage of US-1 in the Florida Keys to relaresent the prevailing type of flow;
two-liane uninterrupted flow, four-lane uninterrupted flow and four-lane interrupted flow. For
example, from the level terrain portion of HC M Table 8-1, the ratio between LOS B speed and LOS A
speed is 55158 = 0.948. The ratio between LOS UL OS A = 52f58 = 0.897; the ratio between LOS
DILOS A = 5015 = 0.862 and so cin. The sarne process was applied to Tables 7 -1 (96.6 krnh) (60 mph)
and 11-1. Then each ratio was weighted to take into account the length of the section of US-1 to
which that type of traffic flow applied. Once all the ratios were developed, the weight crilteria was
applied as in the following example:
TYPE OF FLOW
Two unlinterrupted
Fourdane uninterrupted
Four-lane interrupted
URMIRIM USTIMIMM
52)58 = 0.897 74
44)50 = 0.880 19
22)35 = 0.629 07
Therefore, the overall speed ratio between LOS C and LOS A is:
[74(0.89T)-+19(0.880 +7(0.629)]-F.10
The above p. recess was applied to develop all the required ratios.
Further observations wilth reference to Tables 8-1, 7-1 and 11 -1 yielded the following. From Table 8-1
the difference between LOS A and LOS B speeds is 4.8 krnh �3 mph), or 4.8 kmh �3 mph) above an
assumed posted speed lit of 88 kmh (55 rnph)., From Tables 7-1 and 11-1 the differences are 3.2
krnh and 1111.3 kmh (2 rnph and 7 mph[, respectively, with LOS lower than assumed speed 11irnits.,
Therefore, from these observations plus local knowledge, it was determined that the overall US-1
posted speed limit is T9.7 k (49.5 mph) reasonably fell between the LOS A and B thresholds. This
54
RFP for Transportation Planning Services H.3.d
R. E. De Arazoza
D. S. MaClead
assumption is not far away from the premise that if a vehicle is able to sustain a travell speed equall
to the posted speed limit, then it will correspond typically with the upper ranges of LOS (i.e., LOS,A
or B).
With the above speed differentialls and LOS range premise in mind, the US-1 overall speed
thresholds for LOS A and B berarne 82.1 kmh (51 nnph� (2.4 kmh X11.5 nnph� above 79.7 kmh (49.5) and
77.3 kilah (48 mph), respectively., Applying the developed ratio between LOS C)LOS A to the LOS A
speed resulted !in 72.5 krnh (45 mph, rounded off (i.e., 0.275 x 82.1 krnh X51 mphi = 71.8 kmh (44.6
mph) , which then becarne the threshold for LOS C., After applying all the ratilos the overall LOS
criteria for U S - 1 became„
LOS
Speed
A
�! 82 kmh X51 mph)
B
- 2! 77 kmh J48 mph)
C
'a 72 kmh (45 mph)
D
'a 68 kmh (42 mph)
E
'a 58 kmh (36 mph)
F
<1 58 kmh (36 rnph)
Inspection of the criteria above indicates, a close relationship with the speed differentials of both
Tables 8-1 and 7-1 of the HC M. Comparing the inedian speed data for US-1 from the 19 and 199
field sttidies to the above criteria resulted in an overall LOS of C for both years, i.e., 76.8 krnh (471
mph) for 1991 and 75.5 krnh (46.9 rnph) for 1992. These speeds are 2.9 krnh (1.8 iinph� and 4.2 krnh
(2.6 mphi below the overall weighted 79.7 kmh (49.5 ml,')h) speed limit, which would correspond to
the upper range of LOS C. The authors also believe that LOS C is the appropriate LOS designation
for the whole of US-1 from Key West to the main land.
A final step was stlill to complete the task of developing LOSISpeed threshold values for the
segments of US-1. No further work was needed to cover the 7% mileage of the interrupted portions
of US-1 found on Marathon and Stock Island, adjacent to Key West. As discussed earlier, these
segments correlate wilth Chapter 11 of the HC M. Therefore, direct application of Table 11-1
LOSIspeed criteria for a Class I arterial was made.
55
RFP for Transportation Planning Services H.3.d
R. E. Die. Arazoza
D. S. MaCleod
The remainling segments fell within the two-lane and four lane uninterrulated flow criteria. It was
decided to make LOS A speed criterion 2.4 kmh (11.5 rnph) above the weighted posted speed 11irnit in
order to keep consistency wilth the overall criteria. LOS C speed was set 9.7 krnh (6 rnph) below LOS
A speed consistent with Tables 7-1 and 8-1 of the HCM. LOS B and D speed criteria were set to
provide equal increments between LOS A and LOS D (i.e., LOS B 4.8 krnh J3 mph) below LOS A
speed and LOS D 4.8 kmh (3 mI,')h) below LOS C speed). LOS E was set 9.7 kmh (6 rnph) bellow the
LOS D Speed. Thils makes the segmental speed differential between LOS threshollds consistent with
the differentials in the overall criteria, excelet for one consideration. On any segment, intersection
delay would be deducted from the segment's travell time to account for the influence of that signal
on the segment (Le, signal delay = 1.0 x 15 seconds, average stopped delay). This corresponds to
an LOS C delay due to isolated signalls. LOS C delay was chosen because LOS C is the state LOS
standard for US-1 in the Florida Keys., The rationale behind deducting signal delay frorn the segment
anallysis was to recognize for the impact of signals in reducing travel time. This provides the
required sensitivity in the segment which is not only to assess the impact of regional veh[cullar trips,
brit also those that are local in nature. The following illustrates the concept plus one example for the
US-1 Segmental LOSIspeed relationship.
The uninterrupted flow segment criteria are:
A segirnent having a weighted posted speed limit of 72 krnh (45 oinph) would then have
this criteria:
LOS SPEED
A �! 74.9 knih (46.5 mph�
B 70.0 knih (43.5 mph�
C 65.2 knih (40.5 mph�
D 60.4 knih (37.5 mph�
E 50.7 knih (31.5 mph�
F < 50.7 kunh (31.5 mph�'
56
RFP for Transportation Planning Services H.3.d
R. E. De Azazoaa
D. S. MaCleod
The LOS(Speed criteria for interrupted flow segments (marathon and Stack Islan(l) are
based d ilrectly an a Mass ss I arterial) from Table 11 -1 of the HC M.
LOS SPEED
A 56.4 krnh (35 mph)
B 45.1 krnh (28 mph)
C 35.4 krnh (22 mph)
D 27.4 kmh (17 rnph)
E 20.9 kmh (13 rnph)
F <1 20.9 k rnh X13 rn lah)
Speed data from both the overall] length of US-1 and the individual segments were compared against
the applicable LOSIspeed threshoWs., This provided for an assessment of the facility LOS plus an
indication of reserve speed, if any.
Uncles Fl,orkla's arch Monroe County's growth rnanagement process if the overall LOS for US-1 fell
below the LOS C stanclard, then no additional lancl clevellopment would be alll;owed to proceed in the
Fl Keys. Unless the proposed new clevellopment traffic impact were mitigatecil. ff the overall
LOS for US-1 was, C or better, then a(liclitional development coull(I take place in those segments
where there was reserve speed available (Le., segrnenfs speed was higher than the standard
threshold.
Besicles meeting highway LOS standards there are numerous other consiclerations in Rorida's
growth management process pertaining to the Florida. Keys that are beyond the scope of this paper.
As mentioned in the introduction, the purpose of this study was to present the methodology to
assess LOS on USA
57