Item E2
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: SEPTEMBER 2 L 2005
Division:
TDC
Bulk Item: Yes -L No
Department;
StatI Contact Person: Maxine Pacini
AGENDA ITEM \VORDING:
Approval of an Amendment to Agreement with Key West Harry S. Truman Foundation, Inc. to extend
agreement to February 1,2006 to allow time to complete thc project.
ITEM BACKGROUND:
PREVIOUS RELEVANT BOCC ACTION:
BOCC approved original Agreement at their meeting of October 20th, 2004.
CONTRACT/AGREEMENT CHANGES:
Amendment to Extend
STAFF RECOMMENDATIONS:
Approval
TOT AL COST: $72,500
BUDGETED: Yes ~ No
COST TO COUNTY: S72,500
SOURCE OF FUNDS:
TDC
REVENUE PRODUCING: Yes --.lL No
AMOUNT PER MONTH_ Year
APPROVED BY: County Atty -L OMB/Purchasing
Risk Management ~~
DIVISION DIRECTOR APPROVAL:
(Lynda Stuart)
DOCUMENTA TION:
Included X
Not Required ~~_
DISPOSITION:
AGENDA ITEM #
Revised 2/05
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract with: Key West Harry S Truman Contract
Foundation, lne. Effective Date: 9/21/05
Expiration Date:
Contract Purpose/Description:
Approval ofan Amendment to Agreement with Kev West Harrv S. Truman Foundation,
Inc. to extend agreement to Februarv l, 2006 to allow time to complete the proiect.
Contract Manager: Maxine Pacini 3523 TDC # 3
(Name) (Ext. ) (Department/Stop #)
for BOCC meeting on 9/21/05 Agenda Deadline 9/6/05
CONTRACT COSTS
Total Dollar Value of Contract: $ 72,500
Budgeted? Yes[g] No 0 Account Codes
Grant: $
County Match: $
Current Year Portion: $ $72,500
117 -77040-530340- T5 7M-530X-530340
- -
~~------~~
ADDITIONAL COSTS
Estimated Ongoing Costs: $_/yr For:
(Not induded in dollar value above) (eg. maintenance, utilities, janitorial, salaries, etc.)
CONTRACT REVIEW
Division Director
pate Ip.
j:}2~:)~.c:?
Changes
Needed
YesDNolt]
Date Out
County Attorney
YesD No[2(
"7 i", I
Risk Manag~ment
~ )"
'\ /' .
.' ..B.lPu
YesD No! /f
7-22.-05 Y esD NO~
Comments:
OMB Form Revised 2/27/01 MCP #2
AMENDME~T TO AGREIMENT
THIS ADDENDUM to agreement is made and entered into this _ day of
2005, between the County of Monroe (County) and Key West Harry S.
Truman Foundation, Inc., a not~for-profit corporation (Grantee).
WHEREAS, there was a contract entered into on October 20, 2004, between
the parties, awarding $72,500 Grantee for the Harry S. Truman Little White House
SHS HV AC Upgrade and Collections Protection project to improve the Little White
House property for purposes of providing climate control and sun protection to
preserve and protect the coJlections of furniture, books, and documents; and
WHEREAS, .it . has. become. necessary to extend the contract for an additional
period to aHowtheGrantee time to receive and install the new air conditioning system
to complete the project
NOW, THEREFORE, in consideration of the mutual covenants contained
herein the parties agree to the amended agreement as follows:
1. The contract period as outlined in Paragraph 1 is extended to February
1, 2006.
2. The following provisions shall be added to the contract dated October
20, 2004:
. -', .
A .'.If, and to the extent that, Grantee"'contracts .for any of the work
funded under this agreement to be performed or completed, Grantee
shaJl give notice to County of the contractual relationship, provide
County with a copy of any and aU contracts and shalf require the
contractor(s) to comply with aU .' the. terms. of this contract Should
grantee . contract the work and then decrease the scope' of work to be
performed..by a contractor, Grantee .shaJJ provide County with an
amended contract executed by Grantee and its contractor.
B. A Grantee which is a governmental entity shall comply with the
procurement regulations and policies to which it is subject, and shall
provide Grantor documentation of the procurement requirements
applicable to the project and compliance therewith.
C. Grantee shan exerdse good internal controls to assure that the
project shan be completed on a timely basis within the proposed
budget and shaH provide to County any certifications, including those
by the architect, engineer, contractor or an independent consultant if
necessary, required to establish that materials which are purported to
be applied to the project are in fact so applied. When any permit is
required by any governmental agency, copies of plans and other
documents which are submitted to the applicable agency shan be
Harry S. Truman Foundation Amendment
1
submitted to the County Engineering Division to enable verification
that the scope of services under this agreement has been provided.
D. It shall be necessary for the Grantee to contact the County
Engineering Division and to arrange for inspections upon the
completion of each phase/segment The documentation needed to
support the payment request shall be in the form necessary for
submission and available to the County engineer at the time of
inspection. All submissions for payment shall have a proposed
schedule of values for phase(s )/segment( s) and indicate the
percentage of completion of the overall project as of the submission.
This document should be signed by the project architect, engineer,
genera! contractor or project manager. Photos of the progress of the
work shall also be submitted with the payment application. It shall be
the ..responsibility of the project architect, engineer, general
contractor at project manager to initiate the communication with the
MonroeCol.jntvEngineering Division to facilitate the inspection(s) of
the phase/segment of the project AU submissions requesting
payment shall be approved in writing, and signed, by the Monroe
County Engineering Division as to the completion of the
phase/segment of the project for which payment is requested.
E. The application for payment document must be certified through a
statement signed by an officer of the organization and notarized,
declaring that representations in the invoice are true and factual.
Grantee shan also provide partial releases of liens or certifications of
non-lienifaf:>plicabfe. . GrC3ntorshaU retain 1 0% of any payment on
wprk in progress until the Grantee has prQvidedaFinal Release of
Lien for each vendor/Contractor for whom payment is requested.
For projects exceeding $25,000 in TDC funding under this
agreement. final payment wiIJ not be made until the following
documents are complete and submitted to the Grantor:
AlA Document G~702 Application for Payment Summary
AlA Document G-704 Certificate of Substantial Completion
AlA Document G-706 Contractors Affidavit of Debts & Claims
AlA Document G-706A Contractor's Affidavit of Release of Liens
AlA Document G-707 Consent of Surety to Final Payment (when applicable)
Final Release of Lien or Affidavit and Partial Release of Lien
For projects for which TOC funding under this agreement is $25,000
or less, the AlA documentation is not required, but sufficient
documentation must be submitted to County to provide simifar
assurances that the work has been completed and
contractors/suppliers paid.
Harry S. Truman Foundation Amendment
2
F. Grantee may elect to have vendors and contractors paid through the
direct vendor method, upon submission of appropriate
documentation as outlined above and a specific request that
payment be made directly to the vendor or contractor rather than to
Grantee.
G. Upon successful completion of this Grant agreement, the Grantee
may retain ownership of the real and personal property acquired
and/or improved with funding under the Grant Agreement. However,
the Grantee shall complete and sign a Property Reporting Form for
personal property and forward said completed form with the
appropriate invoice to the TOe Administrative Office. Real property
acquired or improved through funding under this agreement shall
remain dedicated for the purposes set forth herein or for other
purposes which promote tourism and retain ownership of said
property in the Grantee. The following terms shall apply:
(I) The Grantee shall have the use of the equipment and other
personal property at the project site for its useful I if a so long as the
facility is operated by Grantee, open to the public, and has a primary
purpose of promoting tourism.
(ii) At such time as any of the conditions in sub-paragraph (i)
above cease to exist, the Grantee shaH transfer ownership and
possession of equipment and personal property to another
governmental entity or not-for..profit organization which will operate
the facility for purposes for which tourist development taxes may be
used pursuant to Florida Statute; and refund to the County the
amount of Tourist Development funding received for the real property
phases of the project at such time that the Grantee demolishes the
project facility or divests itself of ownership or possession of the real
property, or the use of the property no longer has a primary purpose
of promoting tourism. This provision shall survive the termination
date of aU other provisions of this contract for a period of ten years.
Should the demolition, transfer of ownership, or change to a non-
tourist ralated purpose occur after the facility has been used for
tourist-related purposes for at least three (3) years, the amount of
refund shall be pro-rated based on a useful life of ten (10) years.
(iii) The Grantee is responsible for the implementation of
adequate maintenance procedures to keep the real and personal
property in good operating condition.
(iv) The Grantee is responsible for any loss, damage, or theft
of, and any loss, damage or injury caused by the use of, real or
personal property or equipment purchased through funding under
this Agreement.
Harry S. Truman Foundation Amendment
3
3. The remaining provisions of the contract dated October 20,2005 remain in fun
force and effect.
IN WITNESS WHEREOF, the parties have set their hands and seal on the day
and year first above written,
Key West Harry S. Truman
Foundation Inc.
(SEAL)
ATTEST: DANNYL.KOLHAGE,CLERK
BOARD OF COUNTY
COMMISSIONERS OF
MONROE COUNTY, FLORIDA
Deputy Clerk
Mayor/Chairman
. COUNTY ATTORNEY
.~.STi' M~
~UZANNE, TTON ~
,,~,~ ASSISTANT '7fN%~ORNEY
CJ~,~ Cj '} .
Harty S. Truman Foundation Amendment
4
c.
1'0 lI_lp pres_ntt a1l(/ /I1'OUcllJltt
Harry S. 1'1'I11nan Little 'Whillr HolIStJ Mu.t..um
flJtd furl"!, its IIdMcatio1Ull outnach.
,~, -- -~~->-- -..--.". ~-'"'" ---..~, .."~".~--""'-~.,--
July 21,2005
DAC 1 Advisory Committee
MOlU'OeCounty TDe
Ladie$and Gentlemen:
In spite of OUr best laid plaos, will complete 3 out of 4 of our projocts , but must ask for
an extension on the 4th.
Our architect Michael Ingram has been notified Our now air conditioning system has b....
delayed at tho factory due to the four hurri..... oflasl .....on and the needs of tho US
military for air conditioning. We had antieipated finishing all four projects on time, but
this will not happen.
The work ShQldd be completed and all bills presented by February 1, 2006.
Thi. one item i. , of course, the .ingle mo.t expenaive of the wt and tho '!DC .bare
Se we are requesting an extension of $45,000.
Thank you for your consideration,
Bob Wolzl Executive Director
Key West Harry Truman Foundation. Inc.
A 50tc(J) organization
111 Front Street. Key West, FL }3040. (305)294-9911 . Fax: (305)294.99811
..,...1'..., f"'J"1......~__y ''''-&-1.."..-..-;-_...4 '1'_
Grant Award Aareement
This AGREEMENT dated the day of C)Cr-2iiS entered
into by and between the BOARD OF COUNTY COMMISSIONERSFO MONROE
COUNTY, hereinafter "County" or "GRANTOR." on behalf of the TOURIST
DEVELOPMENT COUNCIL, hereinafter "TDC" and KEY WEST HARRY S. TRUMAN
FOUNDATION, INC., a not-for-profit corporation, hereinafter "Grantee-.
WHEREAS, the third penny of Tourist Development Tax may be used
to acquire. construct. extend. enlarge, remodel. repair or improve, convention
centers, sports stadiums. sports arenas. coliseums, auditoriums, fishing piers,
museums. zoologicafparks, nature centers and beaches which are publicly owned
and operated or owned and operated by not-for-profit corporations, and
WHERep.S, Grantee manages and operates the Little White House
through a contract with the StateofFJorida.ownerofsaid museum; and
VVHEREAS, GranteehasappUedfor funding for the Harry S. Truman
Little \Nhite House SAS HV AC upgrade and Collections Protection project to improve
the Little VVhite House property, hereinafter "the Property. - for purposes of providing
climate control and sun protection to preserve and protect the collections of furniture.
books, and documents; and
WHEREAS, the State of Florida Department of State Division of
Historical Resources has approved the proposed project; and
. . " .
....... .' .... .VVHERt=.AS, the Gn:intorand TDC haveooterminedthat it is in the
best interest of theColJrrtY. for purposes of promoting tourism and preserving the
heritage of the community, to improve. repair and rehabilitate the property for use as
a nature center open to the public;
NOW, THEREFORE, in consideration of the mutual covenants and
payments contained herein. the Grantee and the Grantor have entered into this
agreement on the terms and conditions as set forth below.
1. GRANT AGREEMENT PERIOD. This agreement is for the period October 1,
2004 through September 30, 2005. This agreement shall remain in effect for the
stated period unless one party gives to the other written notification of termination
pursuant to and in compliance with paragraphs 7.12 and 13 below.
2. SCOPE OF AGREEMENT. The Grantee shall provide upgrade to a high
velocity HVAC system, sealing second floor windows against water intrusion during
tropical storms, hurricane tie-downs for the roof and high impactIUV reduction
protective window film, as described in the funding application. All work for which
grant funds are to be expended must be completed by the stated termination date of
September 30, 2005 and all invoices pertaining to this project shalf be submitted to
the Finance Department of Monroe County no later than September 30.2005 to be
considered for payment.
a) There shalf be a project manager to acknowledge receipt of goods or work
performed. This Project Manager shaff be Robert J. Wolz, Executive Director, Key
West Harry S. Truman Foundation, Inc, whose address and phone number are 111
Front Street, Key West. Fl. 33040, and 305-294-9911. Should there be a change in
the project manager specified in the Grantee's application, a new project manager
shall be designated and notice of the designation shall be provided to TOC/County.
b) If, and to the extent that. Grantee contracts for any of the work funded under
this agreement to be performed or completed. Grantee shall give notice to County of
the contractuaf relationship. provide County with a copy of any and aU contracts and
shall require the contractor( s) to comply with all the terms of this contract. Should
grantee contract the work and then decrease the scope of work to be performed by a
contractor, Grantee shall provide County with an amended contract executed by
Grantee and its contractor.
c) Grantee shalf exercise good internal controls to assure that the project as
described in the funding application shall be completed on a timely basis within the
proposed budget and shall provide to County any certifications, incfuding those by
the architect, engineer, contractor or an independent consultant if necessary,
required to establish that materials which are purported to be applied to the project
are in fact so applied.
3. AMOUNT OF AGREEMENT AND PAYMENT. The Grantor shall provide an
amount not to exceed $72,500 for materials and services used to improve,
rehabilitate, repair and renovate the property. The Board of County Commissioners
and the Tourist Development Council assume no liability to fund this agreement for
an amount in excess of this award. Monroe County's performance and obligation to
pay under this agreement is contingent upon an annual appropriation by the BOCC.
a) Payment for expenditures permissible by law and County policies shall be
made through reimbursement to Grantee upon Presentation of Application for
Payment Summary- AlA Document G702, invoices, canceled checks and other
documentation necessary to support a cfaim for reimbursement. Included in said
documentation shall be proof that the Grantee has received and applied to the
property matching funds equivalent to or greater than the amount invoiced to the
Grantor. The application for payment document must be certified through a statement
signed by an officer of the organization and notarized, declaring that representations
in the invoice are true and factual. Grantee shall also provide partial releases of liens
or certifications of non-lien if applicable. Grantor shall retain 10% of any payment on
work in progress until the Grantee has provided a Final Retease of lien for each
vendor/Contractor for whom payment is requested. Final payment wilr not be made
until the following documents are complete and submitted to the Grantor:
AlA Document
AlA Document
AlA Document
AlA Document
AlA Document
G-102 Application for Payment Summary
G-704 Certificate of Substantial Completion
G-l06 Contractor's Affidavit of Debts & Claims
G-706A Contractor's Affidavit of Release of Liens
G-707 Consent of Surety to Final Payment
2
Final Refease of Lien
Affidavit and Partial Release of Lien
All payment requests must be submitted no later than September 30, 2005. Invoices
received after September 30, 2005 wiU not be considered for payment.
b) Grantee may elect to have vendors and contractors paid through the direct vendor
method, upon submission of appropriate documentation as outlined above and a
specific request that payment be made directly to the vendor or contractor rather than
to Grantee.
c) Application of matching funds requires actual payment of the matching funds, or,
in the alternative, a commitment of said funds and that the portion of the project for
which the matching funds are to be used has been sufficiently completed to require
payment of said matching funds. Mere obligation through execution of a contract or
approval of a budget item to be paid from matching funds wi" not suffice.
d) Documentation shall be submitted to the TOe Administrative Office to show the
receipt and application of in-kind donations of goods, professional services, and
materials. Said documentation should include invoices, bills of lading, etc., and be
verified as received and applied to the project through a notarized statement of the
project architect, engineer, general contractor or project manager. The receipt and
application to the project of volunteer 'abor are to be documented and verified by
notarized signature of the project architect, engineer. genera' contractor or project
manager, and said documentation submitted to the TOe Administrative Office. All
submissions shall identify the items included in the schedule of values attached
hereto and incorporated herein as Exhibit A which are sought to be reimbursed and
shall indicate the percentage of completion of the overall project as of the
submission. This document should be signed by the project architect, engineer,
general contractor or project manager. Photographs showing progress on project
shall be included in any payment request. The Project manager shall certify delivery
to the project site and installation therein of any goods or services provided other
than through an architect. engineer or contractor. All work performed and goods
received on site and Incorporated into the project shan be verified by one of the
foregoing.
e) Grantee must submit aU documentation for final payment on or before the
termination date of this grant of September 30, 2005. 'nvoices received after
September 3D, 2005 will not be considered for payment.
f) At any time that the documentation requirement policies of Monroe County are
revised, Grantee shall comply thereafter with such increased requirements, or further
funding under the agreement may be terminated by County.
g) Upon successful completion of this Grant agreement, the Grantee may retain
ownership of the real and personal property acquired and/or improved with funding
under this Grant Agreement. However, the Grantee shalf complete and sign a
Property Reporting Form for personal property and forward said completed form with
the appropriate invoice to the TOC Administrative Office. Real property acquired or
3
improvect through funding under this agreement shall remain dedicated for the
purposes set' forth herein or for other purposes which promote tourism and retain
ownership of said property in the Grantee. ThefoflowinQ terms shaff apply:
(il The G('arlffleshaUhavetheuseoftheequipment and other personal property
at the project sitEa for 5OIon9 asthefacjlily is operated by Grantee, open to the public,
and has a Primary purpose of promoting tourism.
(ii) At such. time as any of the conditions in sub-paragraph (I) above cease to
exist. the Grantee shall transfer ownership and POssession of equipment and
personal property to a1another nOt-for-prOfit organization which is a facility for which
tourist development taxes maybe used pursuant to Florida Statute; and refund to the
Countyfhe ,arnoont of Tourist Development funding received for the real property
phases of the project at such time that the Grantee demolishes the project facility or
divests itself "of ownership or possession of the real property, or the use of the
property nOlongerh~s a primary purpose of promo ling tourism. This provision shall
survivethe.t~intWondate., ofaUotherprovisionsotthis contrac;t fora, pariodoften
yecars. ,Should ,.the ',demolition.trcmsferofowrtership, or change ., to a ,non-tourist
relat~/purpo~oCcurafterthefacifityhas'beenuSEKlfortourist,.felated..PUrposesfor
atlea$ttt1r~{;3)years.' the amounfOfrefundshaUbepro..ratedbasedon a useful fife
often ( 1 ()fyears. '
(Ui) The Grantee is responsible for the implementation of adequate maintenance
procedures to keep the real and personal property in gQOd operating condition.
(iv) The Grantee is responsible for any loss, damage, or theft of, and any Joss,
damage or injury caused by the use of, real or personal property or equipment
purchased through funding under this Agreement.
4. RECORDS AND REPORTS. The Grantee shalf provide finandCiI reports in
Surnmarypfac;tivityonforrnsprovidedorapproved by the ,TOC,andquarterlv
n<ll1'ati"erepqrtSQf<actjyityil.lfldertheapprOVedWOl'k<Plah. The Grantee shall keep
suchreeordsas are' necessary to document the performance of the agreement and
expenses as incurred, and give access to these recqrds at the request of the TOe.
the County,the State of Fforida or authorized agents and representatives of said
govemmentbQdies.JtiStheresponSjbiJityoftheGrantee to maintain appropriate
rec::ords in8CC()rdance with generaUy accepted accountil19principles consistently
appUedto 'insure 'a'properaccounting.,'ofallfunds" and 'expenditures. The Grantee
understands that it shaUbe responSible for repayment of any and all audit exceptions
which are identified by the Auditor Generaf for the State of Florida. the Clerk of COlli
for Monroe County, the Board of County Commissioners for Monroe County, or their
agents and representatives. In the event of an audit exception, the current fiscal year
grant award or subsequent grant awards wi" be offset by the amount of the audit
exception. In the event the grant is not renewed or supplemented in future years, the
Grantee will be billed by the Grantor for the amount of the audit exception and shalt
promptly repay any audit exception.
(a) Public Access. The County and Grantee shall allow and permit reasonable
access to. and inspection of. all documents, papers, letters or other materials in its
possession or under its control subject to the proviSions of Chapter 119, Florida
Statutes, and made or received by the County and Grantee in conjunction with this
Agreement; and the County shaff have the right to unilaterally cancel this Agreement
upon violation of this provision by Grantee.
4
5. MODIFICATIONS AND AMENDMENTS. Any and aU modifications of the terms of
this agreement shall be only amended in writing and approved by the Board of
County Commissioners for Monroe County. The terms. covenants, conditions, and
provisions of this Agreement shalf bind and inure to the benefit of the County and
Grantee and their respective legal representatives, successors. and assigns.
6. INDEPENDENT CONTRACTOR At alt times and for alt purposes hereunder, the
Grantee is an independent contractor and not an employee of the Board of County
Commissioners of Monroe County. No statement contained in this agreement shall
be construed as to find the Grantee or any of its employees. contractors. servants or
agents to the employees of the Board of County Commissioners of Monroe County,
and they shalf be entitled to none of the rights, privileges or benefits of employees of
Monroe County.
(a) 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 individua capacity. and no member, officer,
agent or employee of Monroe County shall be liable personally on this Agreement or
be subject to any personaf liabifity or accountability by reason of the execution of this
Agreement.
7. COMPLIANCE WITH LAW. In carrying out its obligations under this agreement.
the Grantee shall abide by aU statutes, ordinances, rules and regulations pertaining
to or regulating the proviSions of this agreement, including those now in effect and
hereafter adopted. Any violation of said statutes, ordinances. rules or regulations
shall constitute a material breach of this agreement and shall entitle the Grantor to
terminate this agreement immediately upon delivery of written notice of termination to
the Grantee.
8. RESTRICTIONS ON AGREEMENTS ENTERED PURSUANT TO THIS
AGREEMENT. The Grantee shall indude in all agreements funded under this
agreement the following terms:
a) Anti-discrimination. Contractor agrees that they will not discriminate against any
employees or applicants for employment or against persons for any other benefit or
service under this agreement because of their raoo, color, religion, sex, national
origin. or physical or mental handicap where the handicap does not affect the ability
of an individual to perfonn in a poSition of employment. and to abide by all federal
and state laws regarding non-disCtimination.
b) Anti-kickback. Contractor warrants that no person has been employed or retained
to solicit or secure this agreement upon an agreement or understanding for a
commission. percentage, brokerage or contingent fee, and that no employee or
officer of the Contractor has any interest, financially or otherwise, in contractor. For
breach or violation of this warranty, the Contractor shall have the right to annul this
agreement without liability or, in its discretion, to deduct from the agreement price or
consideration, the full amount of such commission, percentage, brokerage or
contingent fee. Contractor acknowledges that it is aware that funding for this
5
agreement is ,available at feast in part through the County and that violation of this
paragraph may result in the County withdrawing funding for the Project.
c) Hold harmlesslindemnification. Contractoracknowtedges that this agreement is
funded at least'<in part by the County and,agtE~es to indemnify and hold harmless the
County and any, ofit$ ,officers and empJoyeesfrom and against any and all 'claims,
'iabilities. litigation. causes of action, damages, costs, expenses (including but not
limited to fees and expenses arisingfmm any factual investigation. discovery or
preparation for litigation), and the payment, of any 'and alJ.of the foregoing or any
demands, settlements or judgments (collectively claims) arising directfy or indirectfy
from any negligence or criminal COnduct on the part of Contractor in the performance
of the terms of this agreement The Contractor shall immediately give notice to the
County of any suit, claim or action made against the Contractor that is related to the
activity under this agreemEtnt. and wil'cooperatewithth(i.tCOIJOty in the investigation
arising as a resuft of any suit, . action or cfaimrelatedthisagreement.
d).nsurance.Contractoragrees.that JtmaimaioSinforce at itS. own expense a
liability 'insuranCepOJiCYwhich willinsUf'e 'and . indemnify the Contractor and the
COUnty frorri any suits, cfaimsor actions brought by any person or persons and from
all costs and expenses of litigafion brought against the Contractor for such injuries to
persons or damage to property OCCUrring during the agreement or thereafter that
results from perfonnance by Contractor of the obligations set forth in this agreement.
At all times during the tann of this, agreement and for one year after acceptance of
the project, Contractor shalf maintain on fife with the County a certificate of the
insu-ance of the carriers showing that the aforesaid insurance policy is in effect The
foffowing coverage's shaff be provided:
"," .' .
",-',- "','," ":, ..- ,,' ,.
1., ',' WOrksrs. CompenSation insurance as required by Florida Statutes.
2. Commercial General liability Insurance with minimum limits of $500,000
per OCOJITence for bodily injury, personal injury and property damage.
3. Comprehensive Auto liability Insurance with minimum limits of $300,000
combined single limit per occurrence.
The Contractor, the County and the TOe shaff be named as additional insured,
exempt workers compensation. The policies shall provide no less than 30 days
notice of cancellation, non-renewal or reduction of coverage.
At all times during the term of this agreement and for one year after acceptance of
the project, Contractor shalf maintain on file with the County a certificate of insurance
showing that the aforesaid insurance coverage's are in effect.
e) Licensing and Permits. Contractor warrants that it shan have, prior to
commencement of work under this agreement and at all times during said work, aU
required licenses and permits whether federal, state, County or City.
f) Right to Audit. The Contractor shan keep such records as are necessary to
document the performance of the agreement and expenses as incurred, and give
6
access tothesetecordsat the request of the TDC, the County, the State of Floridanr
authorized agents and representatives of said government bodies.
9. HOLD HARMLESSlINDEMNlflCA TION. The Grantee hereby agrees to
indEmlnify and hold hannless the BOCCrrDC and any of its officers and employees
from.and'agaJnstany and all claims. liabilities. litigation. causes of action. damages.
costs, . expenses (indu(jing but not limited to fees and expenses arising from any
factual.investigation~ discovery or prep<K'ation for litigation). and the payment of any
and aJlOftheforeg()ingor any demands,settJements or judgments arising directly or
indirectJY under this agreement. The Grantee shaft immediately give notice to the
Grantor of any suit, claim or action made.against the Grantor that is related to the
activity under this agreement. and will cooperate with the'Grantor in .the investigation
arising as a result of any suit, action or daim related to this agreement
(~liNOf1-VVaiver. ofJmm~f'lity.N()twith~ing"eprOvisions .of Sec- 286~28. .Florida
Statutes, .....tf'1&participati()OoftheCounl}'and t"e@ranteeinthisAgreement . and.. the
ac.qtJisitiooof~nycom~rcia' ..liclPilityinSurancecoverage,' self-illSurance'coVerage,
or.'oca'goVerrrmeiltJiabi'ity'.'insurance'..Po9I.COVeraQEJshall.not .be'deemed .awaiver of
imrnunitytOthe~xtentoffiabilitycover$Qe. nor shall any contract entered into by the
County be required to contain any provision for waiver.
(b) 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 thEt.territoriallimits
of thftC9untyshalfappIYtottle~mf3i<:lEtgree .'ilI'ldext(W}tto.the pertormanC9ofsuch
~~.aocJdlJtj~f.)f~U<#t()fficers,ag8nts.' vollJhteers, or employees outside the
territoriallirnits of the County. .
10. NONDISCRIMINATION. County..and Grantee agree that there will be no
di$Ctl........mina. tipnagainstany person. Cir}(j it is express.fy. .understood that upon a
", . - '- " . - .
determination by a court of competent jurisdiction that discrimination has OCCUrred,
thi~ Agreementautomati<:aUyJerminateswithout any further action on . the part of any
party~effectivethedateofthecourtorder.Countyor Grantee agr. Be to comply with
all Federal and Florida statutes,and all local ordinances, as applicable, relating to
nondiscrimination. These indude but are not limited to: 1) Titfe VI of the Civil Rights
Act of 1964 (Pl88-352) which prohibits discrimination on the basis of race, color or
national origin; 2) Title IX of the Education Amendment of 1972, as amended (20
use 55. 1681-1683, and 1685-1686), which prohibits discrimination on the basis of
sex; 3) Section 504 of the Rehabilitation Act of 1973. as amended (20 use s. 794).
which prohibits discrimination on the basis of handicaps; 4) The Age Discrimination
Act of 1975, as amended (42 USC 5$. 6101..t>107) 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 nondisaimination 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 alcoho'ism; 7) The Public Health Service Act of 1912,
5$. 523 and 527 (42 USC ss. 69Odd-3 and 29Oee-3) , as amended, relating to
7
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 sa'e, 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.
11" ANTI-KICKBACK The Grantee warrants that no person has been employed or
retained to soficit or secure this agreement upon an agreement or understanding for
a commission, percentage, brokerage or contingent fee, and that no employee or
officer of the County or TOC has any interest, financiaUy or otherwise, in the said
funded project, except for general membership. For breach or violation of this
warranty, the Grantor shall have the right to annul this agreement without liability or,
in its discretion, to deduct from the agreement price or consideration, the fuU amount
of such commission, percentage, brokerage or contingent fee.
12. TERMINATION. This agreement shall terminate on September 30, 2005.
Termination prior thereto shall OCCUr whenever funds cannot be obtained or cannot
be continued at a revel sufficient to allow for the continuation of this agreement
pursuant to the terms herein. In the event that funds cannot be continued at a level
sufficient to allow the continuation of this agreement pursuant to the terms specified
herein, this agreement may then be tenninated immediately by written notice of
termination delivered in person or by mail to Grantee. The Grantor may terminate
this agreement without cause upon giving written notice of termination to Applicant
The Grantor shall not be obligated to pay for any services or goods provided by
Grantee after Grantee has received written notice of termination.
13. TERMfNA TrON FOR BREACH. The Grantor may immediately tenninate this
agreement for any breach of the terms contained herein. Such termination shall take
place immediat~y upon receipt of written notice of said tennination. Any waiver of
any breach of covenants herein contained to be kept and performed by Grantee shall
not be deemed or considered as a continuing waiver and shall not operate to bar or
prevent the Grantor from declaring a forfeiture for any Succeeding breach either of
the same conditions or of any other conditions. Failure to provide Grantor with
certification of use of matching funds or matching in-kind services at or above the
rate of request for reimbursement or payment by is a breach of agreement, for which
the Grantor may terminate this agreement upon giving written notification of
termination.
14. ENTIRE AGREEMENT. This agreement constitutes the entire agreement of the
parties hereto with respect to the subject matter hereof and Supersedes any and all
prior agreements with respect to such subject matter between the Grantee and the
Grantor.
15. GOVERNING LAW, VENUE, INTERPRETATION, COSTS. AND FEES.
This Agreement shall be governed by and construed in accordance with the laws of
the State of Florida applicable to contracts made and to be performed entirely in the
State.
8
(a) Venue. In the event that any cause of action or administrative proceeding is
instituted for the enforcement or interpretation of this Agreement, the County and
Grantee agree that venue will lie in the appropriate court or before the appropriate
administrative body in Monroe County, Florida.
(b) Mediation. The County and Grantee 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 shafl be submitted to mediation prior to the institution of any other
administrative or lega' proceeding.
(c) Severability. If any tann, covenant, condition or provision of this Agreement (or
the application thereof to any circumstance or person) shan be dedared invalid or
unenforceable to any extent by a court of competent jurisdiction, the remaining terms,
covenants, conditions and provisions of this Agreement, shan not be affected
thereby; and each remaining term, covenant, condition and provision of this
Agreement shan be valid and shall be enforceable to the fullest extent permitted by
raw unless the enforcement of the remaining terms, covenants, conditions and
provisions of this Agreement wou'd prevent the accomplishment of the original intent
of this Agreement. The County and Grantee 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 Grantee 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 entitJed to reasonable attorney's fees, court costs, investigative, and out-of-
pocket expenses, as an award against the non-prevai'ing party, and shall include
attomey's fees, courts costs, investigative, and out-of-pocket expenses in appelfate
proceedings. Mediation proceedings initiated and conducted pursuant to this
Agreement shall be in accordance with the Florida Rules of Civil Procedure and usual
and customary procedures required by the circuit court of Monroe County.
(e) Adjudication of Disputes or Disagreements. County and Grantee agree that all
disputes and disagreements shall be attempted to be resolved by meet and confer
sessions between representatives of each of the parties. If no resolution can be
agreed upon within 30 days after the first meet and confer session, the issue or
issues shall be discussed at a public meeting of the Board of County Commissioners.
tf the issue or issues are still not resolved to the satisfaction of the parties, then any
party shall have the right to seek such relief or remedy as may be provided by this
Agreement or by Florida raw.
(f) Cooperation. In the event any administrative or legal proceeding is instituted
against either party relating to the formation, execution, performance, or breach of
this Agreement, County and Grantee agree to participate, to the extent required by
the other party, in aU proceedings, hearings, processes, meetings, and other activities
related to the substance of this Agreement or provision of the services under this
Agreement County and Grantee specifically agree that no party to this Agreement
shan be required to enter into any arbttration proceedings related to this Agreement
9
16. ETHICS CLAUSE: Grantee warrants that he has not employed, retained or
otherwise had act on his behalf any former County officer or employee in violation of
Section 2 or Ordinance No. 10-1990 or any County officer or employee in violation of
Section 3 of Ordinance No. 10-1990. For breach or violation of the provision the
Grantor may, at its discretion tenninate this agreement without liability and may also,
at its discretion, deduct from the agreement or pUrd1ase price, or otherwise recover,
the fuff amount of any fee, commission, percentage, gift, or consideration paid to the
former or present County officer or employee. The County and Grantee 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 Grantee 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.
(a) Covenant of No Interest County and Grantee 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.
(b) Code of Ethics. County agrees that officers and employees of the County
recognize and will be required to comp'y with the standards of conduct for public
officers and employees as delineated in Section 112.313, Florida Statutes, regarding,
but not limited to, solicitatioo 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.
17. 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 an agreement to provide any goods or services to a public entity,
may not submit a bid on a agreement with a public entity for the construction or repair
of a public building or pub'ic work, may not submit bids on leases of real property to
public entity. may not be awarded or perform work as a contractor, supplier, sub-
contractor, or consultant under a agreement 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.
18. AUTHORITY: Grantee warrants that it is authorized by law to engage in the
performance of the activities encompassed by the project herein described. Each of
the signatories for the Grantee below certifies and warrants that the Grantee's name
in this agreement is the full name as designated ;n its corporate charter (if a
corporation); they are empowered to act and contract for the Grantee, and this
10
agreement has been approved by the Board of Directors of Grantee or other
appropriate authority.
19. LICENSING AND PERMITS: Grantee warrants that it shall have, prior to
commencement of work under this agreement and at all times during said work, all
required licenses and permits whether federal. state. County or City,
20. INSURANCE: Grantee agrees that it maintains in force at its own expense a
liability insurance policy which will insure and indemnify the Grantee and the Grantor
from any suits, daims or actions brought by any person Of persons and from all costs
and expenses of litigation brought against the Grantee for such injuries to persons or
damage to property OCCUrring during the agreement or thereafter that results from
performance by Grantee of the obligations set forth in this agreement At all times
during the term of this agreement and for one year after acceptance of the project,
Grantee shaJl maintain on file with the Grantor a certificate of the insurance of the
carriers showing that the aforesaid insurance policy is in effect The following
coverage's shall be provided:
1. Workers Compensation insurance as required by Florida Statutes.
2. Commercial General liability Insurance with minimum limits of $500,000
per occurrence for bodily injury, personal injury and property damage.
3. Comprehensive Auto liability Insurance with minimum limits of $300.000
combined single limit per occurrence.
The Grantee. the Grantor and the TOC shall be named as additional insured, except
workers compensation. The policies shall provide no less than 30 days notice of
cancellation, non-renewal or reduction of coverage.
At all times during the term of this agreement and for one year after acceptance of
the project, Grantee shall maintain on file with the Grantor a certificate of insurance
showing that the aforesaid insurance coverage's are in effect.
21. NOTICE. Any written notice to be given to either party under this agreement
or related hereto shall be addressed and delivered as follows:
For Grantee: Robert J. Wotz, Executive Director
Truman little VVhite House
111 Front Street
Key West, Florida 33040
For Grantor: lynda Stuart
Monroe County Tourist Development Council
1201 VVhite Street, Suite 102
Key West, FL 33040
and
J1
Suzanne Hutton, Asst. County Attorney
P.O. Box 1026
Key West, Fl 33041-1026
22. CLAIMS FOR FEDERAL OR STATE AID. Contractor and County agree
that each shall be. and is, empowered to apply for, seek, and obtain faderal and state
funds to further the purpose of this Agreement; provided that all applications,
requests, grant proposals, and funding soficitations shalt be approved by each party
prior to submission.
23. NON-DElEGATlON 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 obfigation 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.
24. 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 daim or entitlement to or benefit of any service or program
contemplated hereunder, and the County and the Grantee agree that neither the
County nor the Grantee or any agent. officer, or employee of either shall have the
authority to inform, counsel, or otherwise indicate that any particular individual or
group of individuals, entity or entities, have entitlements or benefits under this
Agreement separate and apart, inferior to, or superior to the community i!1 general or
for the purposes contemplated in this Agreement.
25. ATTESTATIONS. Grantee agrees to execute such documents as the County
may reasonably require, to incJude a Public Entity Crime Statement, an Ethics
Statement, and a Drug-Free Workplace Statement.
26. 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.
27 - FORCE MAJEURE. The Grantee shan not be liable for delay in performance
or failure to complete the project, in whole or in part, due to the occurrence of any
contingency beyond its control or the control of its contractors and subcontractors.
induding war or ad of war whether an actual declaration thereof is made or not, act
of terrorism impacting travel in the United States, insurrection, riot or civil commotion,
act of public enemy, epidemic, quarantine restriction, storm, flood, drought or other
act of God, or ad of nature (including presence of endangered animal species whidl
cannot be timely removed in a safe manner or any act of any governmental authority
which prohibits the project from proceeding as described in the scope of services and
12
incorporated references and which the Grantee has exercised reasonable care in
the prevention thereof. However, lack of planning for nannal and expected weather
conditions for the time of year the project is to be executed shalf not constitute an ad
of God excusing a delay. Any delay or failure due to the causes stated shall not
constitute a breach of the Agreement; however, the SOCC shaU have the right to
detennine if there will be any reduction to the amount of funds due to the Grantee
after consideration of a'l relevant facts and circumstances surrounding the delay in
performance or failt.n to complete the project within the contract period. Upon
demand of TOC or BOCC, the Grantee must furnish evidence of the causes of such
delay or failure. SOCC shan not pay for any goods received or services provided
after the date(s) described in paragraph 1 and Scope of Services.
28. 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 singing any such oounterpart.
29. 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.
IN WITNESS WHEREOF, the parties hereto have caused this agreement to
be executed the day and year first above written.
(SEAL) '. '. .
ATTE. . ST. :..... .D~ L FLHA. > . GE, CLERK
/'~/ ~ LlL~, I
Byl" . '1~.t/ ~~:;f~~,-.d~
..~.J /' Deputy Clerk:
BOARD OF COUNlY COMMISSIONERS
OF MO!fO. . E COO. ~ ~~. .RfDA.
~~, f_~~
By: jc r 7
Mayor/Chaman
(SEAL) KEY WEST HARRY S. TRUMAN
~. FOUNDATION INC.
~;;esr:Eh-tJ.----:.. ~)Fr _; ~~
Sesreti:1o 1 n'_c~ President
ZANNE A~':,-:T!?~~cv
ASS!STA'H .,'.f!';;'/)J;//RNc., _
' .. /J.'lV1m-
13
(\
(
Exi",. /'/1
'r
\
PART V:
PROJECT BUDGET AND TIMETABLE * All PROJECTS
1 . Cost Estimates: List all major work items and the estimated costs of
each. If the project is phased, segregate clearly those costs for the phase to be
assisted by the TOC funds requested. All phases and total estimated cost of the
entire project must be listed here.
A Phase Two Restoration of the Little White House is in the planning staqes. A
Florida Department of State Special Category arant has been apolied for in the
amount of $365.000.00. This Bricks and Mortar arant aopficatio';is only a small
portion of the overall Phase two restoration and focuses on HV AC uparade to
replace a number of 1989 smaller units and addresses protection to the building
and collections.
Total cost of phase/project for which funds are requested: (not to exceed
50% of the total project cost:
a)Phase
b)Project
-
$145.000.00
Percentage of TOC funds requested of Total Budget: (not to exceed 50%
of the total project cost)
a)Phase
b)Project 50%
2. Confirmation that signed, sealed bid process was utilized for acquiring
architectural services, or that project does not require architectural services.
3. Matching Funds. List the sources and amounts of confirmed matching
funds. (For items involving personnel, include the number of hours to be spent
on the project activities and their per-hour value). These funds must not be
expended before execution of a Capital Project Agreement. Prior donated
services or expenditures are not acceptable as match for grant funds. No more
than fifty (50%) percent of matching funds or twenty~five (25%) percent of the
total project shall be in-kind services.
a) Hard-dollar KW Truman Foundation/Little White House $72,500.00
b) In-Kind (50%) limit:
Total confirmed matching Hard-dollar funds:
$72,500.00
23
((
~
(
\
Total confirmed matching In-kind funds:
This amount should equal or exceed TOC Funds requested.
=
4. Outline of expansion opportunity for acquiring further match grants.
Florida Department of State Division of Historical Resources
John D. Evans Foundation. Inc.
Haffenreffer Familv Trust
Historic Tours of America. Inc.
Larkin Familv Charitable Trust. Inc.
3. Tentative timetable. Indicate all major project activities and the
anticipated time required to complete each stage of the project on the graph
below.
Project Timetable (in months)
Proiect Activity 1 2 3 4 5
a) window film XXX><
6
7
8
9
10 11 1~
b) tie downs xxxxxx
c )enclose
po~h XXXXXX
d) HVAC
xxxxxxxxxxxxxxxxx
e)
24
Please indicate any critical dates and explain why they are critical.
4.
What is the total project cost:
$ 145.000.00
5. Length of time for project completion (months and year(s): 6 months
PART VI:
PROJECT BENEFITS. ALL PROJECTS
1. Is the primary purpose of the project to promote tourism in Monroe
County? yes
2. How will the project promote tourism in Monroe County?
The Harry S. Truman Little White House State Historic Site is the onll'
Presidential site in the state of Florida. It is well known for its historic connection
with President Harry Truman 1946.1952 and later with Presidents Eisenhower
1955.1956 and John F. Kennedy 1961 and 1962. In Aoril 2001. Secretary of
State Colin Powell chose it as the site for a week lona international oeace
conference. The international focus of the press on each of these world leaders
has reflected positively on Key West and Monroe County. Beqinninq in 2003. the
Little White House co sPonsors annually with the Harry S. Truman Presidential
Library of Independence, Missouri and with Florida Atlantic University of Boca
Raton, FI an educational conference that has brouqht nationwide publicity to Key"
West. Previous speakers at these conferences have included Truman staff
members, Truman family members. world class scholars and well known
speakers like General Brent Scowcroft. the national security advisor to
Presidents Ford and Georqe H. Bush and Civil RiGhts leader Congressman John
Lewis. We have also been featured on the statewide PSS show, New Florida and
the highly acclaimed one hour HGTV special. Historic Homes of the Florida Keys.
PART VII:
25
EXHIBIT B
PROPERTY REPORTING FORt\{ FOR TDC CAPITAL PROJECT
GRANT AWARD~
GRANTEE: List non-expendable equipment/personal property (not including software) costing $1,000 or
more and purchased under the above Contract. Complete the serial number, cost, location, address, and
control number assigned to Item by Grantee in appropriate columns of this form. The Grantee shall
establish a unique identifier for tracking all personal property, and shall provide access to said property by
the TDC, BOCC, or any agents thereof, or the State Controller, upon request.
DESCRlPTION SERIAL NO.!COST LOCA TrON! ADDRESS GRANTEE ASSIGNED
CONTROL NUMBER
Attach copy of invoice, bill of sale, or other documentation to support purchase.
GRANTEE;
Signed by Grantee's Project Manager:
DATE:
1<J'J6 Edition
MONROE COUNTY, FLOR1DA
Request For Waiver
of
Insurance Requirements
It is requested Ihat the insurance reqUIrements, as specified in the County's Schc{jule ofJnsuml~
Require~ntS. be waived or modified on the following contract.
Contr:u::tor: _Key West Harry S Truman Foundation ,lnc & Harry S Truman Little \\-'hite House
Contract for: _TOC Bricks :Ind Mortar Grant
Address orContrador:: _Ill Front Street, Key West~ FL 33040
Phooe: _305-Z94~9911
s~ of Work: New flV AC , enclose ~l)lJd story porch, higb impact UV filtering window film.,
Install hurricane lie downs. Each sub-contrador will supply certificates of insurance per State
regnlltdam :as the Little \"hite House is owned by the State of Florida.
Reason for Waiver:: _,"Iio Auto Liability:u We bave NO trucks & Autos
Policies Waiver ",in apply to: Auto Liability {moTanee Requirement
Sl.........r c.._to",~ ~$=.rt J. w.... er~.IW. Dir~r.,/p'.jed
M...~, APru~ N.r App~m
RIsk Man;lgcmcnt: -
Date: \
.
County Administrator .o\ppe.al:
Approved
Not Approved
Date:
Board of (:uunty Commissionus Appeal:
Approved __.~~__
Not Approved ,__.
Meeting f)ate: ,
Administration J nstrueflon
#4709..:2
T...J
,. ISSUE DATE
AHIA CERTIFICATE ... INSURANCE
. 10/26/04
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMA nON ONLY AND
CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE
American Highways Insurance Agency. tnc> AFFORDED BY THE POLICIES BELOW.
3250 Interstate Drive COMPANIES AFFORDING COVERAGE
Richfield. OH 44286 COMPANY A
NATiONAL INTERSTATE INSURANCE COMPANY
LETTER
INSURED COMPANY B
LETTER
HISTORIC TOURS OF AMERICA, INC. COMPANY C
lETTER
201 FRONT STREET, SUITE 224 COMPANY D
KEY WEST. FL 33040 LETTER
COMPANY E
LETTER
COVERAGES
THIS is TO CERTIFY THAT THE POLICIES OF INSURANCE liSTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICA TED. NOTWITHSTANDING ANY REQUIREMENT. TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO All THE TERMS.
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES, LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
CoUr Type of Insurance Policy# Incept Expire Coverage Ded Limits Stated Amts
A Excess Liability XEXl127151-Q1 02/01/04 02101/05 Excess Auto liability $5M XS $SM
A Excess Liability XEX1127151-Q1 02101/04 02101/05 Excess General liability $4M XS $1M
A Excess Liability XEX1127151.01 02/01/04 02/01/05 Excess Liability $5M XS $4M
A Workers Compensalio XWC 112715002 02/01/04 02/01/05 Employers Liability $1 MIU$1 MIU$1 MI
A Workers Compensatio XWC 112715002 02/01/04 02/01/05 Workers Compo Benefits STATUTORY
A Commercial Package XPPl127150-01 02/01/04 02/01/05 COMMERCIAL GENERAL L1AB $1.000,000 CSL
A Commercial Package XPP1127150-01 02/0 1/04 02/01/05 COMMERCIAL AUTO L1ABILln $5.000,000 CSL
A Commercial Package XPP1127150-Q1 02/01/04 02/01/05 HIRED / NON.OWNED $5,000.000 CSL
A Commercial Package XPP1127150-01 02/01104 02101/05 COLLISION ~ ALL OTHER UNI1 $5.000
A Commercial Package XPP1127150..Ql 02/01/04 02101/05 COMP / COLLISION - PPV $1.000
A Commercial Package XPP1127150-Q1 02/01/04 02101/05 SPECIFIED PERILS - ALL OTH $2,500
A CommerCial Package XPPl127150-01 02/01/04 02101/05 SPECIFIED PERILS/COLLlSIOl' $10,000 COACHESITROU
A Commercial Package XPP1127150-01 02/01/04 02/01/05 GARAGE LIABILITY $5.000,000
A Commercial Package XPP1127150-Ql 02/01/04 02101/05 GARAGEKEEPER COMP PER ( $25,000 $250.000
DESCRIPTION OF OPERA nONS! lOCA TIONS ! VEHICLES! SPECIAL ITEMS :
CERTIFICATE HOLDER IS AN ADDITIONAL INSURED PURSUANT TO THE TERMS AND CONDITIONS OF THE COMMERCIAL GENERAlllABIlliY POLICY ONL Y
WITH RESPECTS TO THE HARRY $. TRUMAN LITTLE HOUSE OPERATIONS. THIS CERTiFICATE IS FOR ~~~.~ ?:,NERAl L1AB~IU~ POllCY ONLY
fl..., '." ~.'. '.' ....." ''"( "'Af'.' J.AGF'
BY' . .
GATE...... ' ')Lt_
. . I, \I yr:. '.'
,..-l.L,~-,c~ '.-.-0
CERTIFICA TE HOLDER
MONROE COUNTY BOARD OF COUNTY
COMMISSIONERS
A TTN: MAN1CE PACINI
1201 WHITE STREET. SUiTE 102
KEY WEST. FL 33040
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED
BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING COMPANY
WILL ENDEAVOR TO MAIL30 DAYS WRITTEN NOTICE TO THE
CERTIFICATE HOLDER NAMED TO THE LEFT> BUT FAILURE TO MAIL
SUCH NOTiCE SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY
KIND UPON THE COMPANY. ITS AGENTS OR REPRESENTATIVES.
""T~I"IOI?J:n Ol"OQI"C:I";.lT6 T'VI"
~~