Item R07
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: September 2 L 2005
Division:
County Administration
Bulk Item: Yes X No
Department: County Administration
Staff Contact Person: Debbie Frederick
AGENDA ITEM WORDING:
Approval of Professional Services Agreement with Carroll Consulting, Inc. for organizational and
management consulting services.
ITEM BACKGROUND:
Monroe County is embarking to establish itself as the leader in organizational performance excellence.
Carroll Consulting, Inc. will provide organizational and management consulting services for the
development and implementation of the Sterling core competencies throughout all departments of
County government and the Florida Keys. This Agreement is for Phase 1 of the Sterling process. The
Sterling process is estimated to be a four year process; however, this is an aggressive schedule and an
extension to the timefrarne may be necessary at a later date.
PREVIOUS RELEVANT BOCC ACTION:
N/A
CONTRACT/AGREEMENT CHANGES:
N/A
STAFF RECOMMENDATIONS:
Approval.
TOTAL COST:
$31.350
BUDGETED: Yes -L No
COST TO COUNTY:
$31.350
SOURCE OF FUNDS:
REVENUE PRODUCING: Yes
No X
AMOUNT PER MONTH_ Year
APPROVED BY: County Atty _ OMBlPurchasing _ Risk Management _
DIVISION DIRECTOR APPROVAL:
gfu.mtaJ Willi
Thomas J. Willi
DOCUMENTATION:
Included X
Not Required_
DISPOSITION:
AGENDA ITEM #
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract witt Carroll Consulting
Contract #_
Effective Date:
Expiration Date:
08/18/05
09/30/05
Contract Purpose/Description:
A roval of Professional Services A
--ELate of Flori
Carroll Cons1l1ting, Inc.
1
Contract Manager: Debbie Frederick
(Name)
4741
(Ext.)
County Admin.lSto #1
(Department/Stop #)
for BOCC meeting on
09/21/05
Agenda Deadline: 09/06/05
CONTRACT COSTS
Total Dollar Value of Contract: $ 31,350
Budgeted? Yes[SJ No 0 Account Codes:
Grant: $
County Match: $
Current Year Portion: $
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ADDITIONAL COSTS
Estimated Ongoing Costs: $~yr For:
(Not included in dollar value above) (eg. maintenance, utilities, janitorial, salaries, etc.)
CONTRACT REVIEW
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County Attf&~'~(i:){
Comments:
PROFESSIONAL SERVICES AGREEMENT BETWEEN
MONROE COUNTY
AND
CARROLL CONSULTING INC
Contract #
THIS AGREEMENT is made this _ day of , 2005, between Carroll
Consulting Inc., a Florida corporation, (hereinafter the "Consultant"), and Monroe
County, FLORIDA, a political subdivision of Florida, (hereinafter the "County").
WHEREAS, the Consultant and County, through mutual negotiation, have agreed
upon a scope of services, schedule and fees for fiscal year 2005.
WHEREAS, the County desires to engage the Consultant to perform the services
specified below.
NOW, THEREFORE, in consideration of the mutual covenants and conditions
contained herein, the Consultant and the County agree as follows.
1. Scope of Services/Deliverables.
1.1 The Consultant shall furnish professional management consulting
services for the County as set forth in the Scope of Services for the
Project as specified in Exhibit "A" for Services attached to this
Agreement.
1.2 The "Scope of Services" includes a Project Schedule for the
Project which includes a breakdown of tasks, timeline and
deliverables to the County.
2. Term/Commencement Date.
2.1 This Agreement shall be effective August 18, 2005, and shall
continue in effect through September 30, 2005, unless earlier
terminated in accordance with Paragraph 8.
2.2 Consultant agrees that time is of the essence and Consultant shall
complete each deliverable for the Project within the timeframes set
forth in the Project Schedule, unless extended by the County
Administrator.
3. Compensation and Payment.
3.1 The Consultant shall be compensated at the completion of Phase 1
~ Communication in the amount of $31,350.00 including all travel
and per diem expenses for Consultant staff..
3.2 The Consultant shall invoice the County upon the completion of
the project deliverable in accordance with the Project Schedule and
no later than September 30,2005..
3.3 The County shall pay Consultant in accordance with the Florida
Prompt Payment Act.
3.4 Sufficient documentation is required to be provided with the
invoice to show that the invoiced services have been provided.
The County Administrator may direct the Clerk to withhold any
invoice amount which is disputed by the County Administrator,
and direct payment of only the undisputed portion. In the event of
a payment dispute between the County Administrator and the
Contractor, the representatives shall meet and confer and,
thereafter, the Administrator's decision as to the amount which he
disputed shall be final. The Clerk shall follow the Florida Prompt
Payment Act and accounting and audit requirements of the County
with respect to any other payment issues.
4. Sub Consultants.
4.1 The Consultant shall be responsible for all payments to any sub
consultants and shall maintain responsibility for all work related to
the Project.
4.2 Any sub consultants used on the Project must have the pnor
written approval of the County Administrator.
5. County's Responsibilities.
5.1 Furnish to Consultant, at the Consultant's written request, all
available files and other data pertinent to the services to be
provided by Consultant, in possession of the County.
5.2 Arrange for access to and make all provisions for Consultant to
enter upon real property as required for Consultant to perform
services as may be requested in writing by the Consultant.
6. Consultant's Responsibilities.
6.1 The Consultant shall exercise the same degree of care, skill and
diligence in the performance of the Project as is ordinarily
provided by a professional under similar circumstances. If at any
time during the term of this Agreement or within one year from the
completion of the Project, it is determined that the Consultant's
deliverables are incorrect, defective or fail to conform to the Scope
of Services of the Project, upon written notification from the
County Administrator, the Consultant shall at Consultants sole
expense, immediately correct the work.
7. Conflict of Interest.
7.1 To avoid any conflict of interest or any appearance thereof,
Consultant shall not, for the term of this Agreement, represent any
private sector entities (developers, corporations, real estate
investors, etc.), with regard to any adversarial planning issues in
the County. For the purposes of this section "adversarial" shall
mean any development application where staff is reconnnending
denial or denied the application; administrative appeal or court
action wherein the County is a party.
8. Termination.
8.1 The County Administrator may terminate this Agreement, with
cause, upon thirty (30) days written notice to the Consultant. Cause
shall be defined as failure to meet deliverables in "Exhibit A"
within (15) days of planned schedule unless changed by mutual
agreement of the Consultant and the County Administrator.
8.2 Upon receipt of the County's written notice of termination,
Consultant shall stop work on the Project unless directed otherwise
by the County Administrator.
8.3 In the event of termination by the County, the Consultant shall be
paid for all work accepted by the County Administrator up to the
date of termination, provided that the Consultant has first complied
with the provisions of Paragraph 8.4.
8.4 The Consultant shall transfer all files and data pertaining to the
Project to the County, in a hard copy and CD format within 14
days from the date of the written notice of termination or the date
of expiration of this Agreement.
9. Insurance.
The Consultant shall secure and maintain throughout the duration of this
Agreement insurance of such type and in such amounts as required by the
County Administrator. The underwriter of such insurance shall be
qualified to do business in the State of Florida and have agents upon
whom service of process may be made in the State of Florida. Monroe
County shall be named as a co-insured on all policies other than Worker's
Compensation and Professional Liability.
9.1 Worker's Compensation and Employer's Liability Insurance. If
applicable, coverage to apply for all employees at minimum
statutory limits as required by Florida Law.
9.2 Comprehensive Automobile and Vehicle Liability Insurance.
Motor vehicle liability insurance, including applicable no-fault
coverage, with limits of liability of not less that $1,000,000.00 per
occurrence, combined single limit for Bodily Injury Liability and
Property Damage Liability. Coverage shall include all owned
vehicles, all non-owned vehicles, and all hired vehicles.
9.3 Commercial General Liability. If applicable, commercial general
liability coverage with limits of liability of not less than
$1,000,000.00 per occurrence combined single limit for Bodily
Injury Liability and Property Damage Liability.
9.4 Professional Liability. The Consultant shall furnish professional
liability errors and omissions insurance coverage in an amount not
less than $1,000,000.00.
9.5 Certificates of Insurance shall be provided to the County at the
time of execution of this Agreement and certified copies provided
if requested. Each policy certificate shall be endorsed with a
provision that not less than thirty (30) calendar days' written notice
shall be proyided to the County before any policy or coverage is
cancelled or restricted.
10. Nondiscrimination.
10.1 During the term of this Agreement,. County and Contractor agree
that there will be no discrimination against any person, and it is
expressly understood that upon a determination by a court of
competent jurisdiction that discrimination has occurred, this
Agreement automatically terminates without any further action on
the part of any party, effective the date of the court order. County
or Contractor 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) Monroe County Code Ch. 13, Art. VI,
prohibiting discrimination on the bases of race, color, sex, religion,
disability, national origin, ancestry, sexual orientation, gender
identity or expression, familial status or age; and 11) 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. Attorneys Fees and Waiver of Jurv Trial.
11.1 In the event of any litigation arising out of this Agreement, the
prevailing party shall be entitled to recover its attorneys' fees and
costs, including the fees and expenses of any paralegals, law clerks
and legal assistants, and including fees and expenses charged for
representation at both the trial and appellate levels.
11.2 In the event of any litigation arising out of this Agreement, each
party hereby knowingly, irrevocably, voluntarily and intentionally
waives its right to trial by jury.
12. Indemnification.
12.1 Consultant shall defend, indemnify, and hold harmless the County,
its officers, agents and employees, from and against any and all
demands, claims, losses, suits, liabilities, causes of action,
judgment or damages, arising out of, related to, or any way
connected with Consultant's performance or non-performance of
any proyision of this Agreement including, but not limited to,
liabilities arising from contracts between the Consultant and third
parties made pursuant to this Agreement. Consultant shall
reimburse the County for all its expenses including reasonable
attorney's fees and costs incurred in and about the defense of any
such claim or inyestigation and for any judgment or damages
arising out ofrelated to, or in any way connected with Consultant's
performance or non- performance of this Agreement.
12.2 The provisions of this section shall surviye termination of this
Agreement.
13. Notices/Authorized Representatives.
13.1 Any notices required by this Agreement shall be in writing and
shall be deemed to have been properly given if transmitted by
hand-delivery, by registered or certified mail with postage prepaid
return receipt requested, or by a private postal service, addressed to
the parties (or their successors) at the following addresses:
For the County: Tom Willi, County Administrator
Monroe County Florida
1100 Simonton Street 205
Key West, Florida 33040
For The Consultant: Georgette B. Carroll, President
Carroll Consulting Inc.
5051 Starblaze Drive
Greenacres, FL 33463
14. Governin1! Law, Venue and Interpretation.
14.1 This Agreement shall be construed in accordance with and
governed by the laws of the State of Florida..
14.2 In the event that any cause of action or administrative proceeding
is instituted for the enforcement or interpretation of this
Agreement, the County and Contractor agree that venue will lie in
the appropriate court or before the appropriate administrative body
in Monroe County, Florida.
14.3 The County and Contractor 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.
14.4 County and Contractor agree that all disputes and disagreements
shall be attempted to be resolved by meet and confer sessions
between representatives of each of the parties. If no resolution can
be agreed upon within 30 days after the first meet and confer
session, the issue or issues shall be discussed at a public meeting of
the Board of County Commissioners. If the issue or issues are still
not resolved to the satisfaction of the parties, then any party shall
have the right to seek such relief or remedy as may be provided by
this Agreement or by Florida law. In the event any administrative
or legal proceeding is instituted against either party relating to the
formation, execution, performance, or breach of this Agreement,
County and Contractor agree to participate, to the extent required
by the other party, in all proceedings, hearings, processes,
meetings, and other activities related to the substance of this
Agreement or provision of the services under this Agreernent.
County and Contractor specifically agree that no party to this
Agreement shall be required to enter into any arbitration
proceedings related to this Agreement.
15. Entire A2Teement/Modification/Amendment.
15.1 This writing contains the entire Agreement of the parties and
supersedes any prior oral or written representations. No
representations were made or relied upon by either party, other
than those that are expressly set forth herein.
15.2 No agent, employee, or other representative of either party is
empowered to modify or amend the terms of this Agreement,
unless executed with the same formality as this document.
15.3 The terms, covenants, conditions, and provisions of this
Agreement shall bind and inure to the benefit of the County and
Contractor and their respective legal representatives, successors,
and assigns.
16. Ownership and Access to Records and Audits.
16.1 All records, books, documents, maps, data, deliverables, papers
and financial information (the "Records") that result from the
Consultant providing services to the County under this Agreement
shall be the property of the County.
16.2 Contractor shall maintain all books, records, and documents
directly pertinent to performance under this Agreement in
accordance with generally accepted accounting principles
consistently applied. The County Administrator, Clerk or a
designee shall, during the term of this Agreement and for a period
of three (3) years from the date of termination of this Agreement,
have access to and the right to examine and audit any Records of
the Consultant involving transactions related to this Agreement. If
an auditor employed by the County or Clerk determines that
monies paid to Contractor pursuant to this Agreement were spent
for purposes not authorized by this Agreement, the Contractor shall
repay the monies together with interest calculated pursuant to Sec.
55.03, FS, running from the date the monies were paid to
Contractor.
16.3 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. The County may cancel this
Agreement for refusal by the Consultant to allow access by the
County Administrator or his designee to any Records pertaining to
work performed under this Agreement that are subject to the
provisions 0 f Chapter 119, Florida Statutes.
16.4 The County and Contractor 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 Contractor in conjunction with this Agreement;
and the County shall have the right to unilaterally cancel this
Agreement upon violation of this provision by Contractor.
17. Nonasshrnability.
17.1 This Agreement shall not be assignable by Consultant unless such
assignment is first approved by the County Administrator. The
County is relying upon the apparent qualifications and personal
expertise of the Consultant, and such firm's familiarity with the
County's area, circumstances and desires.
18. Severability.
18.1 If any term or provision of this Agreement shall to any extent be
held invalid or unenforceable, the remainder of this Agreement
shall not be affected thereby, and each remaining term and
provision of this Agreement shall be valid and be enforceable to
the fullest extent permitted bylaw.
19. Independent Contractor.
19.1 The Consultant and its employees, volunteers and agents shall be
and remain independent contractor and not agents or employees of
the County with respect to all of the acts and services performed by
and under the terms of this Agreement. This Agreement shall not
in any way be construed to create a partnership, association or any
other kind of joint undertaking, enterprise or venture between the
parties.
20. Compliance with Laws.
20.1 The Consultant shall comply with all applicable laws, ordinances,
rules, regulations, and lawful orders of public authorities relating
to the Project.
21. Waiver.
21.1 The failure of either party to this Agreement to object to or to take
affirmative action with respect to any conduct of the other which is
in violation of the terms of this Agreement shall not be construed
as a waiver of the violation or breach, or of any future violation,
breach or wrongful conduct.
22. Survival of Provisions.
22.1 Any terms or conditions of either this Agreement that require acts
beyond the date of the term of the Agreement, shall survive
termination of the Agreement, shall remain in full force and effect
unless and until the terms or conditions are completed and shall be
fully enforceable by either party.
23. Prohibition Of Continl!ency Fees.
23.1 The Consultant warrants that it has not employed or retained any
company or person, other than a bona fide employee working
solely for the Consultant, to solicit or secure this Agreement, and
that it has not paid or agreed to pay any person(s), company,
corporation, individual or firm, other than a bona fide employee
working solely for the Consultant, any fee, commission,
percentage, gift, or any other consideration, contingent upon or
resulting from the award or making of this Agreement.
24. General Clauses.
24.1 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.
24.2 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.
24.3 No person or entity shall be entitled to rely upon the terms, or any
of them, of this Agreement to enforce or attempt to enforce any
third-party claim or entitlement to or benefit of any service or
program contemplated hereunder, and the County and the
Contractor agree that neither the County nor the Contractor or any
agent, officer, or employee of either shall have the authority to
inform, counsel, or otherwise indicate that any particular individual
or group of individuals, entity or entities, have entitlements or
benefits under this Agreement separate and apart, inferior to, or
superior to the community in general or for the purposes
contemplated in this Agreement.
24.4 Contractor agrees to execute such documents as the County may
reasonably require, to include a Public Entity Crime Statement, an
Ethics Statement, and a Drug-Free Workplace Statement.
24.5 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.
24.6 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 ofthis Agreement.
25. Counterparts.
25.1 This Agreement may be executed in several counterparts, each of
which shall be deemed original and such counterparts shall
constitute one and the same instrument.
{THE REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT
BLANK]
IN WITNESS WHEREOF, the parties execute this Agreement on the respective
dates under each signature: The County, signing by and through its County
Administrator, duly authorized to execute same and by Consultant by and through its
Vice President, whose representative has been duly authorized to execute same.
Monroe County
By:
Dixie Spehar, Mayor
Date:
Approved by County Attorney
for form:
CONSULTANT
Richard Collins, County Attorney
By:
Georgette B. Carroll
Date:
592001/forms professional services
Date:
Letter of Engagement- Carroll Consulting lue
Page 1 of2
@iCARROLLCONSULT''':',.,~
EXHIBIT" A"
Project Sterling
Phase I - Communication
Introduction
Monroe County Government has embarked on their quest to establish The Florida Keys as the
leader in organizational performance excellence. The ADS partnership offers the unique
opportunity to facilitate, evaluate, and enable county government to establish and maintain
integrated systematic processes throughout all county departments in all locations - from the
Florida Bay to Key West.
The ultimate goal of Project Sterling is to enable the Leadership to merge the principles, values
and work processes into the Sterling Quality Criteria for Organizational Performance Excellence
and cascade those approaches and best practices throughout the County on a continual and
consistent basis. This proactive streamlined approach has been identified as critical to providing
high quality and equally accessible services to all of the 81,236 city and county residents along
the 220 miles of islands.
Scope
Monroe County desires to contract with Carroll Consulting Inc to provide organizational and
management consulting services for the development and implementation of the Sterling core
competencies throughout all departments within the government of Monroe County and the
Florida Keys, and shall be responsible for all the deliverables of Phase I - Communication:
The orientation and familiarization of the 2006 Sterling Award Criteria shall be
presented in a managerial cascading methodology. These presentations include
an overview of all seven criteria followed by a baseline survey - "Are We Making
Progress?". The survey is designed to determine the different levels of deployment
of existing processes as they generally relate to the criteria, segmented by
employee groups, departments and locations. Each survey will be administered at
the end of each familiarization presentation.
The purposes of the presentations are to achieve an awareness of the journey and
provide basic understanding of the criteria and the process of the "Project Sterling"
effort prior to beginning the business assessment. Three levels of presentation will
be custom tailored to address the issues and concerns of each group: Leadership
Level, Managerial Level and General Employee Level. It is anticipated that all
employees shall attend the presentations and will be scheduled in the Upper,
Middle and Lower Keys governmental locations and offered 3-4 times daily for 3
days to provide maximum opportunity to attend.
The consultants shall work with the County to identify the Sterling Advisory Board,
as champions and senior leaders of the process. The purpose of the Board will be
to receive and review the key deliverables of "Project Sterling" throughout the
process and shall meet at least quarterly to assure alignment and accountability of
the work.
Oeliverabfes
o Champion Training - 1 course
o Management Overview - 4 hour course in 3 locations
o Staff sessions - 3-4 employee groups per delivery day at 3 different locations
Note: total meetings provided are dependent upon # of meetings required for optimum
coverage
Letter of Engagement- Carroll Consulting Ine
Page 2 of2
Contact Information
Department's Project Liaison
Ms. Debbie Frederick
Deputy County Administrator
The Historic Gato Cigar Factory
1100 Simonton Street
Room 2~205
Key West, FL 33040
Phone 305~292-4441
Frederick-debbie@monroecounty-f1.QOV
County Primary Contact
Ms . Teresa Agu iar
The Historic Gato Cigar Factory
1100 Simonton Street
Key West, FL 33040
Phone 305~292-4537
Aquiar -teresa@monroecountv-f1.(lOV
President and Owner
Ms. Georgette B. Carroll
Carroll Consulting Inc
5051 Starblaze Drive
Greenacres, FL 33463
Phone: 561-969-1961
Cell: 561-762~2218
geomettecarroll@bellsouth.net
Primary Contact
Ms. Linda Long
Carroll Consulting Inc
5051 Starblaze Drive
Greenacres, FL 33463
Phone: 561-969~1961
Cell: 561-714-8507
L1lonq47@aol.com
Period of Performance
The period of this contract is from August 18, 2005 through September 30,2005.
Other Considerations
Carroll Consulting Inc is an approved vendor for the State of Florida, Agreement # 973001001 -
Consulting Services for Management Skills. Services related to this agreement are identified
under the Product/Service: TraininQ, Qualitv Improvement Baldriqe/Sterling Model of the State
Agreement.
Carroll Consulting Inc is designated as a certified Asian-American business, Certification is
applicable when business is conducted consistent with this specialty(s).
973-290 EDUCATION & TRAINING CONSUL TANTSERVICES 973-500 MANAGEMENT
CONSULTANT SERVICES (NOTOTHERWISE LISTED)
973-655 PLANNING & BUDGETING, GOVERNMENT SVCS
973-685 QUALITY IMPROVEMENT CONSULTING
973-900 TRAINING SERVICES, OTHER,(AGENCY/DISTRICT NEEDS) 908-500 LEADERSHIP
908-650 PLANNING 908-670 PROBLEM SOLVING 908-850 TEAM LEADERSHIP 908~890
TOOLS 908~950 TRAINING NOT OTHERWISE CLASSIFIED 908~180 TRAINING, CUSTOMER
RELATIONS, 908-660 TRAINING, PROFESSIONAL DEVELOPMENT, 908-700 TRAINING,
QUALITY IMPROVEMENT, 908-800 TRAINING, SUPERVISORY & MANAGEMENT, 908-
870 TRAINING, TEAM WORK, 906-230 CULTURAL CHANGE 906-500 LEADERSHIP 906-590
ORGANIZATIONAL STRUCTURE 906-650 PLANNING 906-670 PROBLEM SOLVING 906-850
TEAM LEADERSHIP 906-870 TEAMWORK 906~890 TOOLS 906-950 TRAINING NOT
OTHERWISE CLASSIFIED 905-230 CULTURAL CHANGE 905-500 LEADERSHIP 905-590
ORGANIZATIONAL STRUCTURE 905-650 PLANNING 905-670 PROBLEM SOLVING 905-850
TEAM LEADERSHIP 905-870 TEAMWORK 905-890 TOOLS 905-950 TRAINING NOT
OTHERWISE CLASSIFIED
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PUBLIC ENTITV 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 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, for CATEGORY
TWO for a period of36 months from the date of being placed on the
convicted vendor list."
LOBBYING AND CONFLICT OF INTEREST CLAUSE
SWORN STATEMENT UNDER ORDINANCE NO. 010-1990
MONROE COUNTY, FLORIDA
ETHICS CLAUSE
warrants that he/it has not employed, retained
or otherwise had act on hi slits behalf any former County officer or employee in violation of
Section 2 of Ordinance No. 1 o~ 1990 or any County officer or employee in violation of
Section 3 of Ordinance No. 1 o~ 1990. For breach or violation of this provision the County
may, in its discretion, terminate this contract without liability and may also, in its discretion,
deduct from the contract 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
PERSONALL Y APPEARED BEFORE ME, the undersigned authority,
who, after first being sworn by me, affixed his/her
signature (name of individual signing) in the space provided above on this
day of
,20_.
NOTARY PUBLIC
My commission expires:
OMB - MCP FORM #4
CERTIFICATE OF INSURANCE
This certifies that 0 STATE FARM FIRE AND CASUALTY COMPANY, Bloomington, Illinois
o STATE FARM GENERAL INSURANCE COMPANY, Bloomington, Illinois
o STATE FARM FIRE AND CASUALTY COMPANY, Scarborough, Ontario
I2J STATE FARM FLORIDA INSURANCE COMPANY, Winter Haven, Florida
o STATE FARM LLOYDS, Dallas, Texas
insures the fotlowing policyholder for the coverages indicated below:
Name of policyholder CARROLL, GEORGETTE DBA CARROLL CONSULTING SERVICES
Address of policyholder ~,OSl STARBLAZE DR GREEl-JAeRES CY FL 33463-5932
Location of operations 6172 ROY AI. B IRK DALE DR LAKE WORTH FL 33" 6 3
Description of operations CONSULTING
The policies listed below have been issued to the policyholder for the policy periods shown. The insurance described in these policies is
subject to all the terms exclusions, and conditions of those policies. The limits of liability shown may have been reduced by any paid claims.
POLICY PERIOD LIMITS OF LIABILITY
POLICY NUMBER TYPE OF INSURANCE Effective Date : Expiration Date (at beginning of policy period)
98-QN-8023~5 B Comprehensive 05/16/05 , 05/16/06 BODILY INJURY AND
Business Liability : PROPERTY DAMAGE
------ ~+-~~-~--.., - -~ ---~~----~~ ~Er Produds- ~ -Completed -ope;:aijo~s ~ a, ~ m - n m m ~ m ~ a a_
This insurance includes:
I 0 Contractual Liability
, 0 Underground Hazard Coverage Each Occurrence $ 3, 000, 000
I 0 Personal Injury
o Advertising Injury General Aggregate $ 6,000,000
o Explosion Hazard Coverage
o Collapse Hazard Coverage Products - Completed $ 6,000, GOO
0 Operations Aggregate
0
POLICY PERIOD BODILY INJURY AND PROPERTY DAMAGE
EXCESS L1ABIUTY Effective Date ; Expiration Date (Combined Single Limit)
o Umbrella , Each Occurrence $
o Other Aggregate $
Part 1 STATUTORY
Part 2 BODILY INJURY
WorKers' Compensation ,
,
and Employers Liability : Each Accident $
, Disease Each Employee $
: Disease - Policy Limit $
POLICY PERIOD LIMITS OF LIABILITY
POLICY NUMBER TYPE OF INSURANCE Effective Date : Expiration Date (at beginning of policy period)
:
,
,
,
,
,
r1onro(c County
THE CERTIFICATE OF INSURANCE IS NOT A CONTRACT OF INSURANCE AND NEITHER AFFIRMATIVELY NOR NEGATIVELY
AMENDS, EXTENDS OR ALTERS THE COVERAGE APPROVED BY ANY POLICY DESCRIBED HEREIN.
If any of the described policies are canceled before
its expiration date, State Farm will try to mail a written
notice to the certificate holder 30 days before
cancellation, If however, we fail to mail such notice,
no obligation Of liability will be imposed on State
Far - its a en!s or, representatives.
J } J
lA,,/ f
Signature of Authorized ~presentative
AGENT 7
Name and Address of Certificate Holder
09/01/05
Title
I Agent's Code Stamp
I AFO Code 1"59;:'
Date
558-9943.3 04-1999 Printed in U.SA