Item C20BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: January 19, 2012
Bulk Item: Yes X No
Division: Public Works/Engineering
Department: Wastewater
Staff Contact Person/Phone #:Elizabeth Wood X8795
AGENDA ITEM WORDING: Approval of Second Amendment to Contract for Consulting Services
for Development and Administration of Non Ad -Valorem Assessment Program.
ITEM BACKGROUND: The Basic Scope of Services in the Agreement for Consulting Services for
the Development and Administration of the Non Ad -Valorem Assessment Program included Tasks 1-5
for the development and implementation of the wastewater tax roll for Cudjoe Regional and Task 6 for
the annual maintenance and certification of the Stock Island, Big Coppitt, and Duck Key tax rolls. Since
the Tasks 1-5, development of the non ad -valorem tax roll for Cudjoe Regional commenced under the
original Agreement and again under Amendment 1, the County Attorney recommends amending
contract to cover only the annual assessments for Stock Island, Big Coppitt, and Duck Key (Task 6) and
putting the assessment work for Cudjoe (Tasks 1-5) out for bid. Task 6 consulting services are
necessary to collect the non ad -valorem special assessments from the Stock Island, Big Coppitt, and
Duck Key Service Areas.
PREVIOUS RELEVANT BOCC ACTION: On April 15, 2009, the Board of County Commissioners
(BOCC) approved the agreement with GSG for the Development and Administration of Non Ad -
Valorem Assessment Program. On January 19, 2011, the BOCC approved Amendment 1 to resume
Tasks 1-5 for the development of the Cudjoe Regional tax roll and increase the fixed fee by $15,722. On
August 3, 2009, May 19, 2010, and May 18, 2011, the BOCC accepted staff s recommendation to delay
levy of the Cudjoe Regional non ad -valorem tax roll while efforts continue to identify additional funds
necessary to build the Cudjoe Regional project.
CONTRACT/AGREEMENT CHANGES: Removal of Tasks 1-5 and clarification that Task 6 annual
services are to continue as specified in the initial agreement.
STAFF RECOMMENDATIONS: Approval.
TOTAL COST: $23,500 BUDGETED: Yes X No
COST TO COUNTY: $ SOURCE OF FUNDS: non -ad assessment
REVENUE PRODUCING: Yes No AMOUNT PER MONTH Year
APPROVED BY: County Atty OMB/Purchasing I Risk Management
DOCUMENTATION: Included X Not Required
DISPOSITION: AGENDA ITEM #
Revised 11 /06
MON:ROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract with: GSG Contract #
Effective Date: January 18, 2012
Expiration Date: Au 13,1 2014
Contract Purpose/Description,
11
This amendment ne aces Tasks 1-5 for the development and pp lemaentation of the Cud' oe non
ad -valorem assessment tax roll and clarifies Task 6 annual services are to continue as
contracted through development of the 2014 tax roll. It will be necessary to amend contract
again before August 31, 2014 if the o tion to extend for an additional 5 year period is selected.
Contract Manager: Elizabeth Wood 8795 Wast+ewaterl#26
(Name) (Ext.) (Department/Stop #)
for BOCC meeting on January 18, Agenda Deadline: January 3, 2012
2012
ow
CONTRACT COSTS
Total Dollar Value of Contract: $ 70,500.00 Current Year Portion: $ 23,500.00
Budgeted? YesM No El Account Codes: 169--55003 -56063 0-530340, 17155.00
Grant: $ NA 171-55005-560630-530340- 2 350.00
County Match: $ NA 176-55010-560630-530340- 3 995.00
ADDITIONAL COSTS
Estimated Ongoing Costs: $ 23 500 lyr For: database management and annual
certification of S1, BC & DID tax rolls
of included in dollar value above)
Date In
Division Director
(eg. maintenance, utilities,janitorial, salaries, etc.)
CONTRACT REVIEW
Changes
Needed
YesO No
Risk Management U114 I YesO No
O.M.B./Purchasing YesO No
County Attorney a/wI/f, Yes No
Comments:
Date Out
&(( I
Engineering Division
MEMORANDUM
To:
Kevin Wilson
Public Works and Engineering, Interim Division Director
From: Elizabeth Wood
Wastewater Department, Senior Administrator — Sewer Projects
Date: 1 /3/2012
Re: Separation of Non Ad -Valorem Cudjoe Regional Roll Development from
Annual Services for Stock Island, Big Coppitt and Duck Key
It was anticipated that the Cudjoe Regional Non Ad -Valorem Wastewater Assessment
Tax Roll would be adopted in 2009 and that annual services would be required for
Cudjoe beginning in 2010. The Scope of Services for the Government Services Group,
Inc. (GSG) Agreement adopted on April 15, 2009 included Tasks 1-5 for development of
the Cudjoe Roll and Task 6 for annual services for Stock Island, Big Coppitt and Duck
Key. Task 6 of the Agreement was set up to increase the fixed fee for the annual
services for Stock Island, Big Coppitt, and Duck Key from $23,500 to $40,000 once the
Cudjoe roll was adopted and Task 6 annual services were required for Cudjoe Regional.
The Cudjoe Regional Roll was developed in 2009 under the Agreeement but not
adopted.
No activity occurred in 2010 toward the development of the Cudjoe Regional tax roll
while the extension bill was under discussion.
Late in 2010, it was decided that the Cudjoe Regional roll should be prepared again for
adoption in 2011. The First Amendment increased the fixed fee for development of the
Cudjoe Regional roll by $15,722 for a total of fixed fee of $70,802. The fixed fee
remitted to GSG prior to adoption of the First Amendment was $35,000. Presently,
$8,750 remains under the fixed fee for the First Amendment Tasks 1-5.
Please find attached email correspondence from Suzanne Hutton in response to my
request for direction regarding future assessment services. On November 21, 2011 she
replied that the Cudjoe roll development should have been re -bid in 2011 but was not
due to time constraints.
Additional services to those performed under the First Amendment will be required when
work on the Cudjoe Regional roll resumes. The 2009 water consumption data is
outdated for use in the 2012 roll. It is recommended that a Scope of Services be
developed which describes the efforts necessary to take the existing roll and update the
EDU allocations as necessary based on current property development characteristics.
January 3, 2012
Partial payments have been made to GSG in multiple years. An additional benefit
resulting from a new agreement will be clear billing for a new Fixed Fee based on the
new Scope of Services.
Page 2of2
Wood -Liz
From: Hutton -Suzanne
Sent: Monday, November 21, 2011 10:00 AM
To: Wood -Liz
Cc: pfiester-holly; Wilson -Kevin
Subject: RE: Annual Services for Non -Ad Tax Rolls
I think it is best to amend the contract to cover only the annual assessments for BC/DK/SI, and delete all references in
Amendment 1 regarding Cudjoe Regional unless GSG actually had to do something for which they billed us in
contemplation that we would do the Cudjoe assessment in 2011. The assessment work for Cudjoe should be put out for
bid. We should have done that this year but found ourselves with a time crunch.
saya� ,4 qarrm
County Attorney
Monroe County
1111 12th St., Ste. 408
Key West, FI. 33040
305-292-3470
IT'S, COUN I Y
L A1.
+'E'RNMF .. LA'S'
From: Wood -Liz
Sent: Friday, November 18, 2011 2:12 PM
To: Hutton -Suzanne
Cc: pfiester-holly; Wilson -Kevin
Subject: Annual Services for Non -Ad Tax Rolls
Suzanne,
I am requesting approval to continue the annual services portion of the Agreement for Consulting Services for
Development of the Non -Ad Valorem Assessment Program with GSG. Amendment 1 dated 1/19/11 with competitively
bid Contract dated 4/15/09 is attached for your reference.
In previous correspondence you have indicated that you would like to see the Cudjoe roll development portion (Tasks 1-
5) of the contract nullified and a new contract negotiated for Tasks 1-5 since we have stopped work twice and added
budget to finish scope once.
Task 6, annual services, are authorized for five years (through 2013) in the 4/15/09 contract. See below.
Task 6 — Provide proposal for nn�u 1 maintenance and certification of the non -aid
valorem special assessment rolls for Cudjoe Reg i o-na J. Service Area, Stock Island,
r oppitt -and Duck Key Service Areas,
Consultant will provide ongoing, adrn"nistrative services for update and maintenance of
the databases necessary to create and certify the finai assessment roll I n an e m a il
basis in compliance with statutory timefrarnes. County contemplates transfer of the
responsibility for annual maintenance to County staff at some future date.
Task 6 also includes the development f an online database for County staff to crate
pay off memos and enter payoffs that are received* The Consultant will manage the
database annually by providing the County with a list of payoffs received. It is anticipated
that thisthi's online database wi II streamline the annual maintenance of the roll, which wilil
result In a reduced cost for annual maintenance services.
Annual services for Task 6,, are for an initial five year period and include an option to
extend for an additional five-year period,
Please 1) let me know if it is appropriate to draft amendment 2 limiting scope to annual services for Big Coppitt, Duck
Key and Stock Island for $23,500 and 2) whether the Cudjoe Roll development portion should be re -negotiated under
separate contract or re -bid. When we stopped work on the Cudjoe portion of roll in 2009, GSG received $35,802 for
Tasks 1-5. Amendment 1 dated 1/19/11 increased the budget by $15,722 for Tasks 1-5. 1 believe there is $8,750 left
under Tasks 1-5 (Original Contract plus Amendment 1).
The immediate question is for the annual services since these are required each year.
Please let me know if more detail is necessary.
Thank you,
Elizabeth A. woos#
Senior Administrator -Monroe County, Sewer Projects
102050 Overseas Highway, Suite 223
Key Largo, FL 33037
305-453-8795
Courier Stop 26
APlease consider the environment before printing this email
SECOND AMENDMENT TO CONTRACT
FOR CONSULTING SERVICES
for
Development and Administration of Non Ad -Valorem Assessment Program
This Amendment is made and entered into this 19th day of January, 2012, by
and between Monroe County and Government Services Group, Inc. (GSG), in order to
amend the Agreement between the parties dated April 15, 2009 and the First
Amendment between the parties dated January 19, 2011 for non -ad valorem
assessment services.
WITNESSETH:
WHEREAS, on January 19, 2011 the parties entered into the First Amendment
for Consulting Services for Development and Administration of Non Ad -Valorem
Assessment Program included as Attachment A; and
WHEREAS, the April 15, 2009 original Agreement for Consulting Services for
Development and Administration of Non Ad -Valorem Assessment Program is included in
the Attachment A - First Amendment; and
WHEREAS, the Agreement for Consulting Services for Development and
Administration of Non Ad -Valorem Assessment Program Scope of Basic Services
included Tasks 1-5 for the development of the non ad -valorem tax roll for the Cudjoe
Regional Service Area; and
WHEREAS, the Agreement for Consulting Services for Development and
Administration of Non Ad -Valorem Assessment Program Scope of Basic Services
included Task 6 for annual maintenance and certification of the non -ad valorem tax rolls
for the Cudjoe Regional Service Area, Stock Island, Big Coppitt, and Duck Key Service
Areas; and
WHEREAS, Tasks 1-5 initially commenced under the original agreement at a
fixed fee price of $55,080; and
WHEREAS, the adoption of the Cudjoe Regional Service Area Initial Assessment
Resolution was suspended pending completion of the funding plan; and
WHEREAS, a fixed fee partial payment in the amount of $35,802 was made to
GSG; and
WHEREAS, Tasks 1-5 commenced a second time under the First Amendment
for a fixed fee of $35,000; and
WHEREAS, Tasks 1-5 were again suspended prior to the adoption of the Cudjoe
Regional Service Area Initial Assessment Resolution; and
WHEREAS, a fixed fee partial payment of $26,250 was made to GSG; and
WHEREAS, it is necessary to specify a new scope of services and competitively
select consulting services to complete the development of the non -ad valorem
assessment program for the Cudjoe Regional Service Area; and
WHEREAS, Task 6 is for the annual maintenance and certification of the non ad -
valorem special assessment rolls; and
WHEREAS, the fixed fee for Task 6 annual services for the Stock Island, Big
Coppitt and Duck Key Service Areas is $23,500; and
WHEREAS, the fixed fee for Task 6 including the Cudjoe Regional Service Area
was specified at $40, 000; and
WHEREAS, annual services for the Cudjoe Regional Service Area are not
needed until adoption of the Final Assessment Resolution for Cudjoe Regional; and
WHEREAS, Task 6 of the original Agreement Scope of Basic Services specifies
an initial five year period for the annual services and includes an option to extend for an
additional five year period; and
WHEREAS, it is necessary to confirm the survivorship of Task 6 to continue the
collection of non ad -valorem special assessments from assessed properties in the Stock
Island, Big Coppitt, and Duck Key Service Areas; and
WHEREAS, it is necessary to provide a mechanism to include the Cudjoe
Regional Service Area annual services in the scope for Task 6; and
IN CONSIDERATION of the mutual promises contained herein, the parties
hereby agree as follows:
1. Monroe county and GSG agree that no further work or payment for Tasks 1-5 is
authorized as of the date of this Second Amendment.
2. Monroe county agrees to pay $23,5001year in quarterly installments for annual
services for the 2011-2012, 2012-2013, and 2013--2014 tax years for the Stock
Island, Big Coppitt, and Duck Key Service Areas.
3. Monroe County and GSG agree to further amend or replace this agreement if it
becomes necessary to merge the Task 6 annual services for the Cudjoe
Regional Service Area with the Stock Island, Big Coppitt, and Duck Key Annual
Services Program.
4. Monroe County and GSG agree to further amend this Agreement if it becomes
necessary to extend Task 6 annual services for the Stock Island, Big Coppitt, and
Duck Key Service Areas for an additional five-year period.
5. All other provisions of the contract entered April 15, 2009 as amended by the
First Amendment between the parties dated January 19, 2011 for non -ad
valorem assessment services which are not inconsistent herewith shall remain in
full force and effect.
IN WITNESS WHEREOF, each party has caused this Agreement to be executed by Its
duly authorized representative on the day and year first above written.
(SEAL) BOARD OF COUNTY
COMMISSIONERS
Attest: DANNY L. KOLHAGE, Clerk OF MONROE COUNTY, FLORIDA
In
Deputy Clerk
Date,
Sea!)
Attest,
I �
B'.
A
7j
Titl4j:bL& il
By-
Mayor/Chairman
CONSULTANT
All, 1P
M
By: M
Tifle, - �\A ct Pyiej �rlU N�-
END OF AGREEMENT
ATTACHMENT A
FIRST AMENDMENT TO CONTRACT FOR CONSULTING SERVICES FOR
Development And Administration Of Non Ad -Valorem Assessment Program
FIRST AMENDMENT TO CONTRACT
FOR CONSULTING SERVICES
for
Development and Administration of Non Ad -Valorem Assessment Program
This Amendment is made and entered into this 191day of January, 210111 by and
between Monroe County and Government Services Group, Inc. , in order t
amend the Contract between the parties dated April 15, 2009 for non ad -valorem
assessment services.
WITNE ETH.
WHEREAS, on April 152 2009J the parties entered into an Agreement for
Consulting Services for D evel ailment and Administration of Non Ad-Valorern
Assessment Pro ra r-n included as Attachment A; and
WH E R EA , the fixed fee fa r Tasks 1 — 5 of the Ag reeme rat Sco pe of Eas is
Services for the development f the nor ad -valorem tax roll for the Cudjoe Reglone
-erice Area was ; and
WHEREAS, on August 3, 2009the Monroe County Board of County
CommIssioners voted to dei r levy of the n a n ad -valorem pecial assessment for the
Cud j as Regional Wastewater System; and
H E R EAS 5 G S G received $35,802 i re payments for work com plete-d u rider Tas ks
1 — 5 prior to suspension of the Cud jape Regional Assessment Program; and.
WHEREAS, the Monroe County Board of County Commissioners intends to levy
non ad -valorem wastewater assessments for the Cudjoe Regional Service ,Area on the
11 tax bill; and
WHEREAS, additional services s are required to update roll with current property
appraiser and adjust E D U allocations where necessary- and
WHEREAS, additional services are required to address changes in scope related
to service area, level of development, and fee; and
WHEREAS, additional services are required to quanfify assessable E D Us by sub
service areas; and
I +' H E I EA , GS Gs. fee fo r ad d itiona l services i 1, 7 x and
WHEREAS, once the Cudjoe Regional Final Assessment Resolution is adopted,
annual services (Task ) are required; and
Page I of
WHEREAS the Task 6 fee is $23,500 for the Stock Island, Big Coppit-1, and Duck
Key Assessment Program annual services; and
WHEREAS the Task 6 fee jncrto $40,000 when annual services for the
Cudjoe, Regional Assessment Program are included in the scope; and
IN CONSIDERTAION of the mutual promises contained herein, the parties
hereby agree as follows:
1. Monroe County agrees to pay the revised fee of $70,802 for the development
and implementation of the Cudjoe Key Assessment Program (Task 1-5) in
accordance with the schedule provided in Attachment C.
2. Monroe County agrees to pay $23,500 for annual services required for the Stock
Island, Big Coppitt and Duck Key Assessment Programs (Task 6) in accordance
with the schedule provided in Attachment C.
3. Monroe County agrees to pay $40,000 for annual services required for the
Cudjoe Regional, Stock Island, Big Coppitt and Duck Key Assessment Programs
(Task 6) in accordance with the schedule provided in Attachment C.
4. Upon notice to proceed, -GSG will resume development of thudfoe Regional
Service Area preliminary assessment roll and provide the additional services to
address changes in scope related to service area, level of deveiopmenu and fee.
5. GSG will provide additional services to quantify assessable EDUs by sub service
areas.
6. The remaining terms of the Agreement, not 1. nconsistent 'herewith, shall remain in
full force and effect.
Page 2 of 3
IN WITNESS WHEREOF, each party has used this Agreement to be executed by Its
-duly authorized representative on the day and year first above written.
EAL)
ti
DANNY L. KOLHAGE, Clark
F
41
f'f3 eputy Clerk
Date: / J 19- '-/
BOARD OF COUNTY
COMMISSIONERS
OF MONROE C UNTY, FLORIDA
By,
Mayor/Chairman
AD AS
S IZAI H
CONSULTANT
Attests.
B 4, By:
i W_Vj aumLMN
END OF AGREEMENT
Page 3 of 3
AGREEMENT FOR
CONSULTING SERVICES
for
Developmant and Administration of Non Ad -valorem Assessment Program
This. Agreement (��Arornent,") made and entered into this day of
200 by and between Monroe County, a political subdivision of the
—JJ6e�c whose address is 1100 Sir onton Street, Key West, Florida, 33040, its
fa e of Florida ,
successors and assigns, hereinafter referred to as "COUNTY," through the Monroe
County Board of County Commissioners C'BOCC").
021
Government Services Group, Ino., a corporation of the State of Ror[da, whose
address is 1500 Mahan Drive, Ste 250, Tallahassee, FL 32:308 its successors and
assigns, hereinafter referred to as "CONSULTANT".
WITNESSETH:
WHEREAS, couNTY desires to employ the professional services of
CONSULTANT for Assessment Program Services; and
WHERAS, CONSULTANT has agreed to provide professional services which
shall include but not be limited to providing Tasks 1 through 6 of the Cljdjoe Regional
Non -ad Valorem VVastewater Assessaierit Program and Annual Assessment services7
which services shall collectively be referred to as the "the Project'";
NOW, TIDE REFOREj in consideration of the mutual promises, covenants and
agreements stated herein, and for other good and valuable consideration, the sufficiency
of which is hereby acknowledged, UNTY and CONSULTANT agree as follows:
ARTICLE I
1.1 REPRESENTATIONS AND WARRANTIES
By executing this Agreement, CONSULTANT makes the following express
representations and warranties to the COUNTY:
1.1.1 The CONSULTANT shall nee lintain all necessary -licenses, permits or other
authorizations necessary to act 2S CONSULTANT for the Project until the
CONSULTANT'S duties hereunder have been fully satisfied;
1.1.2 The CONSULTANT has become farm iar with the Scope of Work and information
sources available to complete the work.
Page 1 of 14
1.1.3 The CONSULTANT shall prepare all documentation required by this Agreement
in such a manner that they shall be accurate, coordinated and adequate for use
in collecting non -ad valorem special assessments by the uniform method and
shall be in conformity and comply with all applicable law, codes and regulations.
The CONSULTANT warrants that the non -ad assessment roll prepared as a part
of this Agreement will be in a format that is acceptable to the Monroe County Tax
Collector.
1.1.4 The CONSULTANT assumes full responsibility to the extent allowed by law with
regards to his performance and those directly under his employ.
1.1.5 The CONSULTANT'S services shaH be performed as expeditiously as is
consistent with professional skill and care and the orderly progress of the Project.
In providing all services pursuant to this agreement, the CONSULTANT shall
abide by all statutes, ordinances, rules and regulations pertaining to, or
regulating the provisions of such services, including those now in effect and
hereinafter adopted. Any violation of said statutes, ordinances, rules and
regulations shall constitute a material, breach of this agreement and shall entitle
the Board to terminate this contract immediately upon del `wary of written notice of
termination to the CONSULTANT.
1.1.6 At all times and for all purposes under this agreement the CONSULTANT is an
independent contractor, and not an employee of the Board of County
Commissioners for Monroe County. No statement contained in this agreement
shall be construed so as to find the CONSULTANT or any of his/her employees,
contractors, servants, or agents to be employees of the Board of County
Commissioners for Monroe County.
11.7 The CONSULTANT shall not discriminate against any person on the basis of
race, creed, color, national origin, sex, age, or any other characteristic or aspect
which is not job related, in its recruiting, hiring, promoting, terminating, or any
other area affecting employment under this agreement or with the provision of
services or goods -under this agreement.
ARTICLE 11
SCOPE OF BASIC SERVICES
2.1 DEFINITION
CONSULTANT'S Scope of Basic Services cons'i's,ts of those described in Attachment A.
The CONSULTANT shall commence work on the services provided for in Attachment A
promptly upon roc lilt of an executed agreement from the COUNTY.
2.2 CORRECTION OF ERRORS, OMISSIONSo DEFICIENCIES
The CONSULTANT shall, without additional compensation, promptly correct any errors,
omissions, deficiencies, or conflicts in the work product of the CONSULTANT or its
sub con sultarust or both.
Page 2 of 14
2.3 NOTICE REQUIREMENT
All written correspondence to the COUNTY shall be dated and signed by an authorized
representative of the CONSULTANT. Any notice required or permitted under this
agreement shall be in writing and hand delivered or mailed, postage pre -paid, to the
COUNTY by certified mail, return receipt requested, to the following:
Roman Gantes
Monroe County Administrator
1100 Simonton Street, Room 2-205
Key West, Florida 33040
And: Elizabeth A. Wood
Monroe County Senior Administrator, Sewer Projects
1100 Si monton Street, Room 2-216
Key West, Florida 33040
For the Consultant:
Mark Brown & Camille Tharpe
Government Services Group, Inc.
15-00 Mahan Drive, Suite 250
Tall-ahassee, FL 32308
ARTICLE III
ADDITIONAL SERVICES
3.1 The services described In this. Article III are not, included in the Basic Scope of
Services. They shall be paid for by the COUNTY as an addition to the
compensation paid for the Basic Scope of Services and are as follows:
A. Providing any other services not otherwise included in this Agreement.
3.2 If Additional Services not otherwise included in this Agreement, are required,
such as those listed above, the COUNTY shall issue a letter requesting and
describing the requested serv*lces to the CONSULTANT. A notice to proceed
from the COUNTY will be issued in the form of subsequent Task Orders within
the level of authority specified in the Monroe Board of County Commissioners
Purchase Policy. The requirement for more than one price quote for additional
assessment services is hereby waived.
An amendment to the contract wili be requiFed if the proposal requires Board of
County Commissioners approvalr
Page 3 of 14
ARTICLE IV
COUNTY'S RESPONSIBILITIES
4.1 The COUNTY shall designate a representative to act on the COUNTYs behalf
with respect to the Project. The COUNTY or its representativeshall render
decisions in a timely manner pertaining to documents submitted by the
CONSULTANT in order to avoid unreasonable delay in the orderly and
sequential progress of the CONSULTANT'S services.
4.2 Prompt written notice shall be given by the COUNTY and its representative to the
CONSULTANT if they become aware of any fault or defect in the Project or non-
conformance with the Agreement Documents. Wriften notice shall be deemed to
have been duly served if sent pursuant to paragraph 23.
4.3 The COUNTY shall furnish the required information and services and shall
render approvals and decisions as expeditiously as necessary for the orderly
progress of the CONSULTANT'S services and work of the contractors.
4.4 The COUNTY's review of any documents prepared by the CONSULTANT or its
subconsultants shall be solely for the purpose of Bete rm,iruing whether such
documents are generally consistent with the COUNTY's criteria,, as, and if,
modified- No review of such documents shall relieve the CONSULTANT of
responsibi1 1lity for the accuracy, adequacy, fitness. suitability or coordination of its
work product.
4.5 The COUNTY shall provide copies of necessary documents required to complete
the work.
4.6 Any information that may be of assistance to the CONSULTANT that the
COUNTY has immediate access to will be provided as requested.
ARTICLE V
INDEMNIFICATION AND HOLD HARMLESS
The CONSULTANT covenants and agrees to indemnify, hold harmless and defend
COUNTY, its commissioners, officers, employees, agents and servants from any and all
claims for bodily injury, including death, personal injury, and property damage., including
damage to property owned by Monroe County, and any other losses, damages, and
expenses of any kind, including attorney's fees, court costs and expenses, which arise
out of, in connection with, or by reason of services provided by CONSULTANT or its
Subcontractor(s) in any tier,. occasioned by the negligence, errors, or other wrongful act
or omission of the CONSULTANT, its Subcontractor(s) in any tier, their officers,
employees, servants and agents.
In the event that the completion of the project to include the work of others) is delayed
or suspended as a result of the Consultant's failure to purchase or maintain the required
insurance, the CONSULTANT shall indemnify COUNTY from any and all increased
expenses resulting from such delay. Should any claims be asserted against COUNTY
by virtue of any deficiency or ambiguity in the plans and specifications provided by the
Page 4 of 14
CONSULTANT, the CONSULTANT agrees and warrants that CONSULTANT hold the
County harmless and shall indemnify it from all losses occurring thereby and shall
further defend any claim or action on the COUNTY's behalf.
The first ten dollars ($10.00). of remuneration paid to the CONSULTANT is
consideration for the indemnification provided for above.
The extent of liability is in no way limited to, reduced, or lessened by the Insurance
requirerent s contained elsewhere within this agreement.
This indemnification shall survive the expiration or earlier termination of the Agreement.
ARTICLE V1
PERSONNEL
6.1 PERSONNEL
The CONSULTANT shall assign only qualified personnel to perform any service
concerning the project. At the time of execution of this Agreement, the parties anticipate
that the following narned individuals will perform those functions as indicated:
NAME FUNCTION
Mark Brown Management/Data
Analysis/Programming
Camille Tharp e Project Oversight
So long as the individuals named above remain actively employed or retained by the
CONSULTANT, they shall perform the functions indicated next to their names. If they
are replaced the CONSULTANT shall notify the COUNTY of the change immediately.
ARTICLE V11
COMPENSATION
7.1 PAYMENT SUM
7.1.1 The COUNTY shall pay the CONSULTANT in current funds for the
CONSULTANT'S performance of this Agreement based on rates and schedule
negotiated and agreed upon and shown in Attachment B.
7.2 PAYMENTS
7.2.1 For its assumption and performances of the duties, obligations and
responsIbIlitles set forth herein, the CONSULTANT shall be paid pursuant to the
Florida Prompt Payment Act.
Page 5 of 14
(A) If the CONSULTANT'S duties, obligations and responsibilities are
materially changed by amendment to this Agreement after execution of
thl*s Agreement, compensation due to the CONSULTANT shall be
e itably adjusted, either upward or downward;
qui
(Ba cordition precedent for any payment due under this Agreement, the
CONSULTANT shall submit, unless otherwise agreed in writing by the
COUNTY, a proper invoice to COUNTY requesting payment for services
properly rendered and reimbursable expenses due hereunder. The
CONSULTANT'S invoice shall describe with reasonable particularity the
service rendered,, The CONSULTANT'S Invoice shall be accompanied by
such documentation or data "in support of expenses for which payment is
sought at the COUNTY may require.
7.4 BUDGET
7.4.1 The CONSULTANT may not be entitled to receive, and the COUNTY is not
obligated to pay., any fees or expenses in excess of the amount budgeted for this
contract 'in each fiscal year (October 1 - September 30) by COUNTY's Board of
County Commissioners. The budgeted amount may only be modified by an
affirmative act of the COUNTY's Board of County Comin issionem.
7.4.2 The COUNTY"s performance and obligation to pay under this Agreement is
contingent upon an annual appropriation'by the Board of County Commissioners
and the approval of the Board members at the time of contract initiation and its
duration.
ARTICLE Vill
INSURANCE
8.1 The CONSULTANT shall obtain insurance as specified and maintain the required
insurance at all tirosi that this Agreement Is in effect. In the event the completion
of the project to include the work of others) is defayed or suspended as a result
of the CONSULTANIT'S failure to purchase or maintain the required insurance,
the CONSULTANT shall indemnify the COUNTY from any and all increased
expenses resulting from such delay,,
8.2 The coverage provided herein serail be provided by an insurer with an A.M. Best
rating of V1 or better, that is licensed to business in the State of Florida and that
has an agent for service of process within the State of Florala.The coverage
shall contain an endorsement providing sixty (60) days notice to the COUNTY
prior to any cancellation of said coverage.. Said coverage shall be written by an
insurer acceptable to the COUNTY and shall be in a form acceptable to the
COUNTY.
8.3 CONSULTANT shall obtain and maintain the following policies:
A. Workers' CompensaWn insurance as required by the State of Florida,
sufficient to respond to Florida Statute 440.
Page 6 of 14
13, Employers Liability Insurance with limits of $100,000 per Accident, $500,000
Disease, policy limits, $100,000 Disease each employee.
C. Comprehensive business automobile and vehicle liability insurance covering
claims for injuries to members of the public and/or damages to property of
others arising from use of motor vehicles, including onsite and oftite
operations, and owned, hired or non -owned vehicles, with One Hundred
Thousand ($100,000) per occurrence and combined single lirnit.
D. Commercial general liability, includirPersonal Injury Liability, covering
claims for injuries to members of the public or damage to property of others
arising out of any covered act or omission of the CONSULTANT or any of its
employees, agents or subcontractors or subconsultarats, Including Premises
and/or Operations, Products and Completed Operations, Independent
Contractors; Broad Form Property Damage and a Blanket Contractual
Liability Endorsement wilth Three Hundred Thousand ($300,000.00) per
occurrence and combined single limit.
An Occurrence Form policy is preferred.- If coverage is changed to or
prov) *ded on a Claims Made policy, its provisions should include coverage for
claims filed on or after the effective date of this contract., In addition, the
period for which claims may be reported rnust extend for a minimum of 48
months following the termination or expiration of this contract.
E. Professional liability insurance of Two Hundred and Fifty Thousand
($250,000.00) per occurrence and Five Hundred Thousand Dollars
($500,coo. 00) annual aggregate. If the policy is a "claims made" policy,
CONSULTANT shall maintain coverage or purchase a "tail" to cover claims
made after completion of the project to cover the statutory time limits in
Chapter 95 of the Florida Statutes.
F. COUNTY shall be named as an additional insured with -respect to
CONSULTAINIT'S liabilities hereunder in insurance coverages identified in
Paragr-aphs C and D.
G. CONSULTANT shall require its subconsultants to be adequately insured at
least to the limits prescribed above, and to any increased limits of
CONSULTANT if so required by COUNTY during the term of this Agreement.
COU NTY will not pay for increased I i m its of insurance for subs onsu Itants.
H . CONSULTANT shall provide to the COUNTY certificates of insurance or a
copy of all insurance policies including those naming the COUNTY as an
additional insured. The COUNTY reserves the right to require a certified copy
of such policies upon request.
1. If the CONSULTANT participates In a self-insurance fund, a Certificate of
Insurance will be required. In addition, the CONSULTANT may be required to
submit up -dated financial statements from the fund upon request from the
COUNTY.
Page 7 of 14
ARTICLE IX
MISCELLANEOUS
9.1 SECTION HEADINGS
Section head *lrigs have been inserted in this Agreement as a matter of
Gonvenience 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.
9.2 OWNERSHIP OF THE PROJECT DOCUMENTS
The documents and deliverables prepared by the CONSULTANT for this Project
belong to the COUNTY and may be reproduced and copied without
acknowledgement or permission of the CONSULTANT.
9.3 SUCCESSORS AND ASSIGNS
The CONSULTANT shall not assign or subcontract its obligations under this
agreement, except in writing and with the prior written approval of the Board of
County Comm-issloner s for Monroe Courty and the CONSULTANT, which
approval shall be subject to such conditions arid provisions as the Board may
deem necessary. This paragraph. shall be incorporated by reference into any
assignment or subcontract and any assignee or subcontractor shall comply with
all of the provisions of this agreement. Subject to the provisions of the
immediately preceding sentence, each party hereto binds itself, Its successors,
aF,signs and legaJ representalives to the other and to the successors, assigns
and legal representatives of such other party.
9.4 NO THIRD PARTY BENEFICIARIES
Nothing. contained herein shafi create any relationship, contractual or otherwise,
with or any rights in favor of, any third party.
0911111111111"OMMA. 0*12I
A. In the event that the CONSULTANT shall be found to be negligent in any
aspect of service, the COUNTY shall have the right to terminate this
agreement after five days written notification to the CONSULTANT.
B. Either of the parties hereto may cancel this Agreernert without cause by
giving the other party sixty (60) days written notice of its intention to do so.
L 16 19 0 PE1114-11 �A 1A lk 11 K
This contract consists of the Request for Proposals, any addenda, the Form of
Agreement (Articles I -IX), the CONSULTANT'S response to the IFFY, the
documents referred to in the Form of Agreement as a part of this Agreement, arid
attachments AJE3 and modifications made after execution by written amendment.
Page 8 of 14
In the event of any GOnfliCt between any of the Contract documents, the one
imposing the greater burden on the CONSULTANT will control.
9.7 PUBLIC ENTITIES CRIMES
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 contracts to provide any
goods or services to a publiG 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 cn-
perform work as a contractor, suppffler, subcontractor, or consultant under a
contract with any public entity, and may not transact business with any public
entity in excess of the threshold amount provided in Section 287.017 of the
Florida Statutes, for CATEGORY TWO for a period of 36 months from the date of
being placed on the convicted vendor list.
By signing this Agreement, CONSULTANT represents that the execution of this
Agreement will not violate the Public Entity Crimes Act (Section 287.133, Honda
Statutes). Violation of this section shall result in termination of this Agreement
and recovery of all monies paid hereto, and may result in debarment from
GOUNTY's competitive procurement activities.
In addition to the foregoing, CONSULTANT further represents that there has
been no determination, based on an audit, that it or any suboo nsultant has
com m fitted an art defi roved by Sectio n 28 7.133 , Florida Statutes, as a " pu blic entity
me I cr " and that It has not been formally charged with committing an act defined
as a publ'c entity crime" regardless of the amount of money involved or whether
CON US U LT IT has been pla ced on the convicted vendor fist.
CONSULTANT will promptly notify the COUNTY if '11 or any subcontractor or
subconsultant is formally charged with an act defined as a "public entity crime" or
has been plamd on the convicted vendor list.
9.8 MAINTENANCE OF RECORDS
CONSULTANT shall maintain all books, records, and documents directly
pertinent to per-formance under this Agreement in accordance w'Ith generally
accepted arcounting princiiples consistently applied. Records shall be retained
for a period of five years from the termination of this agreement. Each party to
this Agreement or its 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 ftlowing
the termination of this Agreement. If an auditor ennployed by the COUNTY or
Clerk determines that monies paid to CONSULTANT pursuant to this Agreement
were spent for purposes not authorized by this Agreement, or were wrongfully
retained by the CONSULTANT, the CONSULTANT shall repay the monies
together with interest calculated pursuant to Sec. 55-03, of the Florida Statutes,
running from the date the monies were paid by the COUNTY. -
Page 9 of 14
92 GOVERNING LAW3 VENUE, INTERPRETATION, COSTS, AND FEES
This Ag reement sfoal I be govemed by and cc nstrued 'i n accorda nce with the laws
of the State of Florida applicable to contracts made and to be performed entirely
in the State. In the event that any cause of action or administrative proceeding
is instituted for the enforcement or interpretation of this Agreement, COUNTY
and CON SULTANT agree that venue shall lie in the 16" Judicial Circuit, Monroe
County, Florida, in the appropriate court or before the appropriate administrative
body. This agreement shall not be subject to arbitration. 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.
9.10 SEVERABILIT
Y
If any term. covenant, condition or provision of this Agreement (or the application
thereof to any circumstance or person) shall be declared invalid or unenforceable
to any extent by a court of competent jurisdiction, the remaining terms,
covenants, conditions and provisions of this Agreement, shall not be affected
thereby; and each remaining term, covenant, condition and provision of this
Agreement shall be valid and shall be enforceable to the fullest extent permitted
by law unless the enforcement of the remaInirig terms, covenants, conditions ayid
provisions -of this Agreement would prevent the accomplishment of the original
intent of this Agreement. The COUNTY and CONSULTANT agree to reform the
Agreement to replace any stricken provision with a valid provis[on that comes as
close as possible to the intent of the stricken provision.
9.11 ATTORNEYS FEES AND COSTS
The COUNTY and CONSULTANT 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 pre vafling party sh-a'11 be
ent�tled to reasonable attorney's fees, court costs, investigative, and out-of-
POGket expenses, as an award against the non -prevailing party, and shall include
attorney's fees, courts costs, investigative, and out-of-pocket expenses in
appellate proceedings.
9.12 BINDING EFFECT
The terms, covenants, conditions, and provisions of this Agreement shali bind
and inure to the benefit of the COUNTY and CONSULTANT and their respective
legal representatives, successors, and assigns.
9.13 AUTHORITY
Each party represents and warrants to the other that the execution, delivery and
performance of this Agreement have been duly authorized by all necessary
County and corporate action, as required by law.
Page 10 of 14
9.14 CLAIMS FOR FEDERAL OR STATE AID
CONSULTANT and COUNTY agree that each shall be, and is, empowered to
apply for, seel ,. and obtain federal and state funds to further the purpose of this
Agreement; provided that all applications, requests, grant proposals, and funding
solicitations shall be approved by each party prior to submission.
9.1.5 ADJUDICATION OF DISPUTES OR DISAGREEMENTS
COUNTY and CONSULTANT 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. This provision does not negate or waive the provisions of paragraph,
9.5 concerning term'ination or cancellation.
9.16 COOPERATION
In the event any administrative or legal proceeding is instituted a-gairest either
par-ty relating to the formation, execution, performance, or breach of this
Agreement, COUNTY and CONSULTANT agree to participate, to the extent
required by the other party, in all proceedings, hearings,, processes., meetings,
and other adi'vitles related to the substance of this Agreement or provision of the
services under this Agreement. COUNTY and CONSULTANT specifically agree
that no party to this Agreement shall be required to enter into any arbitration
proceedings related to this Agreement.
�XVMH*1112 11] M-01V [L.11111TV 11912.
CONSULTANT and COUNTY agree that there will be no discrimination against
any person, and it is expressly understood that upon a determinatrion 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. CONSULTANT or COUNTY agrees 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 Ad 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. 1(381-1683, and 1685-1686),
which prohibits discrimination on the basis of sex; 3) Section 504 of the
Rehabilitation Act of 19731 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 1072 (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 alcholism; 7) The Public
Page 11 of 14
Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ee-3),
as arnended, relating to confidentiality of alcohol and drug abuse patient records;
8) Title V111 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 Disablillies Act of 1990 (42 USC a. 12,01 Note), as may be
amended from time to time, relating to nondiscrimination on the basis of
disability; 10) Monroe County Code Chapter 13, Article V1, which Prohibifis
disedmination on the basis of race, color, sex, religion, national origin, ancestry,
sexual orientation, gender identity or expression, familial status or age; 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.
9.18 COVENANT OF NO INTEREST
CONSULTANT and COUNTY covenant that neither presently has any interest,
and shall not acquire any interest, which would conflict in any manner or degree
with its performance under this Agreement, and that only interest of each is to
perform and receive benefits as recited in this Agreement.
9.19 CODE OF ETHICS
COUNTY agrees that officers and employees of the COUNTY recognize and will
be required to comply with the standards of conduct for public officers and
employees as delineated in Section 112.313, Florida Statutes, regardl*ng, but not
limited to, solicitation or acceptance of gifts; doing business with or agency;
unauthorized compensatiow misuse of public position, conflicting employment or
P
contractual relationship; and disclosure or use of certain information.
9.20 NO SOLICITATIONIPAYMENT
The CONSULTANT and COUNTY warrant that, in respect to itself, it has neither
employed nor retained any company or person, other than a bona fide employee
working solely for it, to solicit or secure this Agreement and that it has not paid or
agreed to pay any person, company, corporation, individual, or firm, other than a
bona fide employee working solely for its any fee, commission, percentage, gift,
or other consideration contingent upon or resulting from the award or making of
this Agreement. For the breach or violat�on of the provision, the CONSULTANT
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 suc.h fee, commission, percentage, gift, or consideration.
9.21 PUBLIC ACCESS
The CONSULTANT and COUNTY shall allow and permit reasonable access to,
and inspection of, all documents, papers, letters or other materials in its
possession or under its control subject to the provisions of Chapter 119, Florida
Statutes, and made or received by the CONSULTANT and COUNTY in
connection with this Agreement; and the COUNTY shall have the right to
unilaterally cancel this Agreement upon violation of this provision, by
CONSULTANT,
Page 12 of 14
9.22 NON -WAIVER OF IMMUNITY
Notwilhstanding the provisions of Sec. 768,28, Florida Statutes, the participation
of the CON SU LTANT and th e GO U N TY i n thi s Agreement a rid the acq uisition of
any commercial liability insurance coverage, self-insurance coverage, or local
government liability insurance pool coverage shall not be deemed a waiver of
immunity to the extent of liability coverage, nor shall any contract entered into by
the COUNTY be req U ired to contain any provision for waiver.
9.23 PRIVILEGES AND IMMUNITIES
All of the privileges and immunities from liability, exemptions from laws,
ordinances, and rules and pensions and relief, disability, workers" compensation,
and other benefits which apply to the activity of officers, agents, or employees of
any public agents or employees of the COUNTY, when performing their
respective functions under this Agreement within the territorial limits of the
COUNTY shall apply to the same degree and extent to the performance of such
functions and duties of such officers, agents, volunteers, or employees outside
the territorial limits of the COUNTY.
9.24 LEGAL OBLIGATIONS AND RESPONSIBILITIES
Non-Defegation 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 firnely 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.
9.25 NON -RELIANCE BY NON-PARTIES
No person or entity shall be entitled to rely upon the terms, or any of them, of this
Agreement to enforce or attempt to enforce any third -party claim or entitlement to
or benefit of any service or program contemplated hereunder, and the
CONSULTANT and the COUNTY agree that neither the CONSULTANT nor the
COUNTY or any agent, officer, or employee of either shall have the authcrity to
inform, counsel, or otherwise indicate that any particular individual or group of
individualspr 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.
9.26 ATTESTATIONS AND TRUTH IN NEGOTIATION
CONSULTANT agrees to execute such documents as COUNTY may reasonably
require, including a Public Entity Crime Statement, an Ethics Statement, and a
Drug -Free Workplace Statement. Signature of this Agreement by CONSULTANT
shall act as the execution of a truth in negotiation certificate stating that wage
rates and other factual unit costs supporting the compensation pursuant to the
Page 13 Of jr4
Agreement are accurate, complete, and current at the time of contracting. The
original contract price and any additions thereto shall be adjusted to exclude any
significant sums by which the agency determines the contract price was
increased due to inaccurate I incomplete, or concurrent wage rates and other
factual unit costs. All such adjustments must be made within one year following
the end of the Agreement.
9.27 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, of -ricer, agent or em.Ployee 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.
9.28 EXECUTION IN COUNTERPARTS
This Agreement may be executed in any number of counterpai-ts, each of which
shall be regarded as an original, all of which taken together shall constitute one
and the same instrument and any of the parties hereto may execute this
Agreement by signing any such counterpart.
I N VV ITN ESS WHERE OF, each pa rty has caused thl s Agree ment to be executed by its
d u ly. authorized representative on the day and yea r first a boo e written
(SEAL
Attest: DANNY L. KOLHAGE, Clerk
Deputy Clerk
Date:
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-Attest:
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BOARD OF COUNTY
COMMISSIONERS
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MayorJChairman
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Title: \) I C-E �2erst-001:r
END OF AGREEMENT
Page 14 of 14
ATTACHMENT
Attachment A — Amendment 1 to April 15, greemw with for Non Ad Program
ATTACHMENT A
This agreement is for the development and implementation of the non -ad valorem
special assessment program for collection of wastewater connection fees from property
owners in the Cud joe Regional Wastewater Service Area, which includes parcels in
Upper and Lower Sugarloaf Keys, Cudjoe Key, Surrimerland Key, Ramrod Key, Torch
Keys, Big Pine Key, and No Name Key in McnFoe County. The development of the non -
ad valorem tax roll for the Cudioe Regional Service Area is described in Tasks 1 — 5.
Ongoing services for annual maintenance of Monroe County wastewater assessment
rolls are described in Task 6.
Task I - Evaluate existing data sources and identify methodologies for developing
the preliminary assessment roll.
The Consultant will obtain and review existing data sources such as project area maps,
the Monroe County GIS database and Tier data, Monroe County Property Appraisers
data, ad valorem tax rolls, existing FKAA custern er lists, and FKAA equivalent dwelling
unit (ED U assignments for existing customers and future development. It is estimated
that there are 6,650 F.DUS in the Gudjoe Regional Service Area. The Respondent w0i
develop a;ternative methodologies for development of the preliminary assessment roll
and recommend the preferred methodology. Alternative methodologies for development
of the preliminary assessment role should iricludo, but not be limited to, the following
approaches:
a Merge ad valorem tax roll with FKAA customers.
0 Merge existing FA A customers with Tier III properties.
Under the proposed Monroe County Tier System, properties are designated Tier 1. 11, or
III based on their importance to habitat conservation. Tier III parcels are considered least
crl itical to hi abtat preservation.
The methodology should include identification of undeveloped properties likely to require
future wastewater service. An opt -in program and a different capacity reservation fee
have been contemplated.
Task 2 — Develop Preliminary Assessment Roll upon approval of methodology by
County..
The Consultant will develop the preliminary assessment roll and print, stuff, and mall first
class nctices to property owners. An electronic summary spreadsheet that includes
property owner name, address, EDU allocation, and property Tier designation will be
provided to Monroe County and FKAA. The spreadsheet will be used by FKAA during
the EDU allocation appeal process.
Task 3 — Certification of Final Assessment Roll
Consultant will make necessary revisions to the preliminary assessment roll prior to
providing the certified final assessment roll to the county's tax collector. The
Respondent will contact the to collector at 30,5-295-5010 to identify the required layout
Page I of 2
of the final assessment roll and number of copies to be provided on CD and rn hard
copy. Necessary revisions may include:
Addition of vacantparcels or deleI on of vacant parcels depending on selected
methodology for collection of connection fees for vacant parcels.,
Adjustments to EDU allocations following appeal to the FKAA Board of
Directors.
Task 4 — Provide direction to Monroe 'County for compliance with statutory
requirements associated with collection of special assessment by the uniform
method.
Consultant will review County Code and implementing resolutions associated with the
assessment program and provide assistance with the legal requirements for public
hearings and the development of appropr[ate published notices, as needed.
Task 5 — Conduct Progress Meetings
Consultant will schedule, plan and conduct meetings, as needed. Up to three meetings
which may include a kick-off meeting, progress meeting with County and FKAA staff,
and one presentation to the Board of County Commissioners are included in this basic
scope of services.
Task 6 — Provide proposal for annual maintenance and certification of the non -ad
valorem special assessrnent rolls for Cudjoe Regional Service Area, Stock Island,
Big Coppitt and Duck Key Service Areas.
Consultant will provide ongoing administrative services for update and maintenance of
the databases necessary to create and certify the final assessment roll on an annual
basis in compliance with statutory timeframes. County contemplates transfer of the
responsibility for annual maintenance to County staff at some future date.
Task 6 also includes the development of an online database for County staff to create
pay off memos and enter payoffs that are received. The Consultant will manage the
database annually by providing the County with a list of payoffs received. It is anticipated
that this online database will streamline the annual maintenance of the roll, which will
result in a reduced cost for annual maintenance services.
Annual services for Task 6 are for an initial five year period and include an option to
extend for an additional five-year period.
Page 2 of 2
ATTACHMENT
tt aachm ,t B — Amendment 1 to April 15, 2009 Agreement with GSG fbT Non Ad Program
ATTACHMENT B
The fixed fee price for tasks 1-5 is $55,080. Payment for production and mailing of
statutorily required first class notices will be Mile on an individual basis not to, exceed
$1.28. County agrees to pay a set-up fee of $400.00 for mailing to less than, 2,000
parcels. Fees associated with newspaper publications and obtaining data from the
property appraiser will be paid by Monroe County.
Payment Schedule Tasks 1-
April 2009 25% of fixed fee ($13,770. 00)
June 2009 25% of fixed fee ($1 ,7 o.00)
August 2009 25% of fixed fee ($13770.00)
October 2009 25% of fixed fee ($1 , 70 .00)
The fixed price for task 6 first year services is $23,500. This includes the certification of
the 2009 assessment rolls for the Stock Island, Big Coppitt, & Duck Key Assessment
Programs and annual maintenance of the payment database. The fixed fee price for
year 2 — 5 services is $4OtOOO. This includes the certification of the annual assessment
rolls for the Stock Island, Big Coppitt, Duck Key and Cudjoe Regional Assessment
Programs and annual maintenance of the payment database.
Payment Schedule Task 6 (Year 1)
April 2009 25% of fixed fee ($5,875.00)
June 2009 25% of fixed fee ($ 518 7 5. 0 0)
August 2009 25% of fixed fee ($5r875.00)
October 2009 25% of fixed fee ($5,875.00)
Payment Schedule Task 6 (Year 2.FFil
January 2010-2013
25% of fixed fee (,$10,000.00)
April 2010-2013
2 5 % of fixed fee ($10,000.00)
July 2010-2013
25% of fixed fee,($1 0,000-00)
September 2010-2013
25% of fixed fee ($10,000. 00)
The fee for professional services for Tasks 1-6 (Year 1) includes a total of 3 on -site visits
by GSG. Meetings in excess will be billed at an hourly rate of $180.
Reimbursable Expenses
All expenses related to on -site meetings will be billed in accordance with Florida Statute
11061 and Monroe Co unty Ordi na n ce 004-2004. Travel expense must be su bm itted
on a State of Florida Voucher for Reimbursement of Travel Expenses. Receipts
showing a zero balance are required for airfare, hotel and car arrangements. Boarding
passes must be submitted for air travel. The Monroe County per them for breakfast,
lunch, and dinner are $6.00, $11.00, and $19.00, respectively. Monroe County does not
reimburse for parking at or travel to the destination airport.
Page I of 1
December 14, 2010
Via Electronic Transmission
El I za teeth A. Wood, Senior Ad rn in istrato r
M o n ro e, Co u nt y Sewn r P roj ects
1100 Simonton Street, Suite 2-216
Key West, FL 3.3040
Re.: Monroe County CudlJoe Key Wastewater Assessment Program — Fiscal Year 2011-12
Dear Liz,
Based on our telephone discussion last week, this correspondence is written for Government Services
Group, Inc. (GSG) to provide a revised scope of services and fees for our continuing assistance In the
development and implementation of the wastewater assessment program for Cudjoe Key for Fiscal Year
20 11-12 pu rsu a nt to the Agree me nt fo r Co nsu Iti ng Services (Agree rent) between GSG and Mon roe Co u my
(Cosa n-ty) dated April 15, 2 009 a nd effective th rough Fisca I Yea r 20 13- 14. The Agree m e nt conte m pl ated that
the development and implementation of the wastewater assessment program for Cudjoe Key would be
completed in 2009 for Fiscal Year 2009-10. Based on that assumption, the original fees for Fiscal Year
2009-10 and Fiscal Year 2010-11 through 2013-14 were as follows:
Monroe County Waslewater Assessment Program Original Fes
Fiscal Year 2009-10 Fiscal Year 2010-13- through 2013-14
Cudjoe Key $55,080.00 Included in other fees
Ann ua I ServIces: Big Coppitt, Du rk
Key, Stock Island & Web Application $23t5OO.00 $40p000-00
Although the Cudjoe Key as-sessnnent pTograrn was deferred just prior to the adoption of the preliminary
assessment resolution in 2009, GSG billed and was paid $35,912.00 in 2009, ieaving $19,168.00 for the
future development and implementation of the Cudjoe Key assessment program. Based on our discussions
on February 1, 2010 regarding the potential innplernentatiron of the Cudjoe Key assessment program for
Fiscal Year 2010-11, GSG billed the County $3,750-00 in March 2010 and $3,750.00 in May 2010;
however, the County did not remit payment for these invoices so the outstanding amount still available for
the deve I c p ment a lid i m ple mentatio n of the Cu dioe Key assessment progra m is $ 19,168. 00.
on our phone call last week, the County requested that GSG provide EDU totals for subareas within the
Cudjoe Key assessment area. In addition, the County may want to explore a tiered approach that charges
properties based on specific components of the. wastewater services (e.g., wastewater treatment costs
versus collection and/or connection costs). These modifications to the parameters of the original Cudjoe
Key assessment program will require GSG to conduct additional work effort not orig1rally contemplated.
Therefore, this revised scope of services and fee for the development and implementation of the CudJoe Key
assessment program addresses the new program parameters and is also based on the following
assumptions:
Tallahassee Orlando Miami
1500 Mahan Drive, Suite 250 280 Wekiva Spiri nos Rd, Suite 2 000 2655'Lejeune Road, Pent House 1-G
Tal I a ha 5se e. FL 32308 LongwoDd, FL 3277 9 Coral Gables, FL 33134
(850). 681-3717 Tel 4- (850) 224-7206 Fax (407 ) 6 29 -690 0 Tel * (40 7) 6 29,69 63 Fax (305) 374-065.0 Tel
(866) 896-4747 Toll Free (87 7) 55 2-3 482 To 11 Free (305) 374-4933 Fax
Elizabeth A. Woo d , Senior Ad m in istrato r
December 14, 2010
Page 2
1. Co u my wi I I provi d e notice to proceed by Ja n uary 2 0, 20 11.
2. The preliminary database will be based on the data prepared for the Fiscal Year 2009-10 assessment
program and will not be updated except for any parcels that have improved since 2009 or parcels that
have changed from Single Family Residential (SFR) properties to non-SFR properties or vice versa.
3. The rules for the assessment program are:
a� PC Code directs the assessment rategory.
b) SFR = 1 EDU
c) Non- F properties = average flow in gal Ions per day (gpd) for highest 3 months 167 gpad. Due to
the change to new data format by FKAA effective October 2007, the 18-month time period used for
water flow included Octobe r 2007 th rough March 2009 (inclusive).
d) Vacant parcels are not included in the assessment program.
e) Cold spot parcels are not included in the assessment program.
4. T h e Co u My will provide di rectlio n to reso-I've the following o utsta n d i ng data issues:
a) Meters less than 1.0 EDU
b) Possib[e high meters
c) Marinas -docks
d) Parcels sharing a meter
e) No meter match
f) Nursery parcels
5,. GSG will provide preliminary information based on the afore -mentioned assumptions by April 15, 2011.
SCOPE OF SERVICES
Based on the scope of services within the Agreement and the aforementioned assumptions, GSG proposes
the following tasks for the d.evelopresent and implementation of the Cudioe Key assessment program for
Fiscal Year 2011-12:
Task 1: Re-evaluate existing data sources and identify methodologies for developing the preliminary
assessment roll.
Task 2-. Develop Preliminary Assessment Roll upon approval of methodology by County.
Task 3; Certification of Fi n a 1. Assess rn ent loll
Task 4.m Provide direction to Monroe County for compliance with statutory requirements associated with
collection of speGfal assessment by the uniform method.
Task 5: Conduct Progress Meetings
E i iza Beth A. Wood . Se n ior Ad m in istrato r
Decem be r 14, 2 0 10
Page 3
PROPOSED FEES
The fee for GSG to provide the professional services described in the proposed scope. of services 'will be
$35, 0 00. This fee i ncl u d es rein burs m ent for al I out -of po .et expenses' except as noted below,
The professional services fee includes two on -site visits to the County. Any additional on -site meetings by
GSG staff may be arranged at our standard hourly rates provided below. All expenses related to these
requested meetings will be billed in accordance with section 112.061, Florida Statutes. If necessary, in lieu
of on -site visits' period lic tel ephon e co nference ca 11 s may be sc hed u I ed to d iscuss project status.
The standard ho u rly rates for GSG are as follows:
GOVER NM ENT SERVI C ES G ROU Py I NC.
Chief Executive Officer ................ 4&&&& & Pm& norm 0 V NIP NIP IPA, NO 1* 4 a IF V 0 0 0 0 0 & F & N F W F W W r. F -I W W - - - &A -AI, agar.
$225
Senior Vice Presider t ............ $175
VicePresident.......... no MEN I% I WE MEMO no Do Wilms won Fww"F% . w. I & I & &a as am WE so mono% wow No moo ME moo 6d, mi.* $ 160
Senior Project Ma nager/Consu It ntl Project $160
Consu Ita nt/Data base Ana lyst/Tec h n ica I Services . 1-0 be. &W F. 11-41 44 0111.1ho am & 00 Naas no Mama 0 am $ 13 0
Ad rn 1 n istrative S upport... a..,.**a....... 0111 be I-OP4445 on of 1111 401 PENN NONE ME MEN MOMWE M,I 4 1 wr WE me %*die* $ 5 ()
The professional services fee does not include the costs of producing and mail lrig the statutorily required
first class notices. Mailing and production costs depend on the number of assessable parcels of property
within the assessment program area, but average approximately $1.30 per parcel. Payment of mailing and
production costs is due at the time of adoption of the initial assessment resolution or like docs-ument. For
non -domestic notices, mailing charges will include the actual amount of postage beyond the domestic rate
and if U.S. postage rates increase prior to mallin& the additional postage per notice will be charged.
The County iis responsible for any and all newspaper publications, including, but not limited to, making
arrangements for publications and any costs associated therewith.
The County is also responsible for any costs incurred to obtain Information from the property appraiser or
other P u bl ic officials that is necessary for the assessment program.
DELIVERABLES SCHEDULE
Event Schedule
Notice to Proceed
By January 20, 2011
Prepare Preliminary Assessment Roll
April 1, 2011
Develop Revenue Requirements
April It 2011
Calculate Assessment Rates
April 15, 2011
Notice to Proceed with Implementation
By May Ir 2011
Implementation
May - Septerr ber 2011
Eliza beth A. wood, Senior Administrator
December 14, 20:LO
Page 4
PAYMENT SCHEDULE
The fee for professional services will be due and payable, based on the following schedule and assuming
that notice to proceed Is received by January 20, 2011. If notice to proceed occurs after this date, the
payment schedule will be condensed over the anticipated number of months remaining to complete the
P r0i et.
Payment Due Percent of Total Amount Due
February 2011
25% of professional services fee
$8p750
March 2011
25% of professional services fee
$8t75O
April 2011
25% of professional services fee
$8t750
September 2011
25% of professional services fee
$8r750
Total $35,000
The execution of this letter agreement indicates acceptance of this proposal and notice to proceed. Upon
exec utio n of this agreement, please provide us with a signed copy for o u r files. We look for card to work i ng
with you on Ih is project. If you have any questions, please feel free to telephone me.
Sincerely,,
Camille P. Tharpe
Senior Vice President
ACCEPTED AND AGREED TO FOR FISCAL YEAR 2011-12:
:yj
MONROE COUNTY
DATE
ATTACHMENT C
The fixed fee for Tasks 1 - 5 to develop and implement the Cudioe Regional
Assessment Program is amended based on scope changes to $70;802.
Payment Schedule Tasks 1-5
25% of fixed fee ($8,750) Delivery of preliminary assessment roll based on 2011 PA
data and Asti mate of assessable EDUs for revised scope
service areas
(estimated Feb 1, 2011)
25% of fixed fee ($8,750) Delivery of preliminary assessor Brit roll and list of
properties requiring field verification (assumes scope
issues related to vacant, expanded service area, or other
are resolved by Feb 181 2011)
(estimated March 1, 2011)
25% of fixed fee ($8,750) Upon notice
(estimated April 11 2011)
25% of fixed fee ($8,750) Upon certification of Cudjoe Regional Assessment
Program to tax collector
(Estimated mid -September 2011 or earlier)
Payment Schedule Task 6 (Big Coppitt, Duck Key and Stock island Annual
Services)
January 2011
25% of fixed fee ($53,875-00)
April 2011
25% of fixed fee ($5.,875.00)
July 2011
25% of fixed. fee ($ 5,875 - 00)
Septe rib er 2 011
25% of fixed fee ($5,875.00)
Payment Schedule Task 6 (Cudjoe Regional, Big Coppitt, Duck Key and Stock
island Annual Services)
January 2012-2013 25% of fixed fee ($10 tO 00. 00 per yea r)
April 2012-2013 25% of fixed fee ($10,000.00 per year)
July 2012-2013 25% of fi xed fee ($10 1 000. 00 per year)
September 2012-2013 25% of fixed fee ($10,000.00 per year)
Attachment C - Am endment 1 to Apn' 1 15 , 200 9 Agreement with GS G for on Ad P ro gram
*1211OX0V
{
CERTIFITE+ OF LIABILITY INSURANCE
BATE (MMODl1r-Y"
THIS ERTIFICATE IS ISSUED AS A MATTER OF J N FORMATIO N ONLY AND CONFERS NO FIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OFF NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A. CONTRACT BETWEEN THE ISSUING IN U R ER( ), AUTHORIZED
R EPRE E:N TATI E OR RTC D I ICER, AND TH E CERTIFICATE HOLDER.
IMPORTANT: RTANT: If the certificate holder is an ADDITIONAL tad U R ED, the policy(es) Dust be endorsed. If SUBROGATION IS WAIVED, D, ubject to
the terms and conditions of the p0cy, cartain policies May require an endorsement. A statemeiit on this ceirtificate does not confer rights to the
certificate holder In lieu of such endorsements .
8 8-878-1 1
Earl Bacon Ag r1 c , I nH50-878- 1 8
3131 Lonrib1 Il1h RoadE-MAIL
P.). 13o 12039
Tallahassee, FL 32317
NAME_
FAX
PHONE o. Exk : AJC, No
PA0O CE
C T M ID #: E R
1INISURER(S) AFFORDING COVERAGE
NAIL 9
INSURED Governmiot Services Group,inc.
Kathy Lindsey
1500 Mahan Dr., # 50
Tallahassee, FL 0�_
INSURER A -.Zenith Insurance Co
13269
JNSURER B ; Phoen ix I nsu ra I ce Com pa ny
25623
INSURF=R c: Travelers I ndem n i Company
INSURER O ; Auto -Owners Insurance Company
18988
INSURER E:
C40VERAGES rFI?TIF]r.ATF NI IMPtFR- P9V11.gJr) V wI II Ptr_P-
THIS IS TO ERTI THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. 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 AFF R DEO BY THE POLICIES ICIE DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS
EXCLUSIONS AND CCND1Ti IOUs OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
aha R
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PeLICY �11 MBF=R
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1 P00 t0O
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S 2P000J00
FRODUCT - CO M PIOOP AOG
$ Z000,00
'�
AUTOMOBILE LJASrLITY
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SCHEDULEDAMJ70S
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NON-WNED AUTOS
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$
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{Per accidse d
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OCCUR
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EACH OCCURRENCE
, 0 0 CIr 00 .
AFiEGA7E
5P000100
C)EC}UCTI ELE
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A
VVO RISERS C O MPENSAM N
AND EM PLOYiER ' L IARILITY Y Y N
ANY PRC)PRIETC-RJPARTNERt :.E.-UTIVE
OFFICER ME�1EER EXCLUDED?
� Nand ato ry in NFL)
If yes,-Jasrnbe under
SC F OPERATIO I; hpkw
NIA
8 8045 1
111Q1110
11101 /11
TORYLIMITS J ER
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$ 100,00
I- L. DISEASE - EA EMPLOYEE
$ 10 010 0
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00,00
DESCRIPTION OF OPERATIONS J LOCATIONS � VEHICLE (Attach AD D RD 101, Additional Rem ark-s Schedule, if more space 1 % r�q
OCO E
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES .BE CANCELLED BEFORE
THE EFIIiIW DATE THEREOF, NOTICE WILL DELIVERED 1[1
MiDnrae County ACCORDANCE I�'1- THE POLICY
11110 S-Tmonton Street
Key West, FL 33040 AUTHO RiZED RE� Mr 6 E N'TATIVE
101�2 e L ( 1
1988-2009 ACOR D CORPORATION. All rights reserved.
OR D 25 ( 00 10) The AC RD name an d log a are re0 i tered marks of ACOR
3842TI-Xim
CERTIFICATE OF LIABILITY INSURANCE
DATE (MNTD1:T1(n1"1n
81106111
THIS CERTIFICATE kS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER, THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THrz POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING FN U I E R( ), AUTHORIZED
REPRESENTATIVE OIL PRODUCER, AND THE CENT F ATE HOLDER.
IMPORTANT: If the certificate hQIder is an ADDITIONAL INSURED, the policy(los) must be endorsed. If SLIBROGATION IS WAIVED, subject to
the torms and conditions of tho policy, c artain policies may require an endcrsamelit. A stat$rnont on this cortificato does Not confer rights to the
certificate holder in lieu of such endorsements .
PRODUCCONIACT
ER 0- 7 - 1 1
Earl Bacon Agency, Inc 8 0-878- 1 8
3131 Lonnbladh RoadE-MAIL
P.O. Box 1 038
Tallahassee, FL 17
NAME. -
PHONE FAX
rprc- No E-xt ! A!C No):
PRODADDRESS:
CUSTOMER ID 4: OER�
INSURER(S) AFFORDING COVERAGE
NAI c
INSURED Government Services Group,inc.
KathyLindsey
1500 Mahan an Dr., #20
Ta I [ hassee, FL 3 308
1Nupr=RA. Underwriters at LIc ris, London
INSURER R .
INSURER :
INSURriR D
INSURER E
`C)VFR AG RR r-FRTIFIr-ATF N I I MR.FR • P JZVJ gJr) r l N I IrM RBI?
THIS IS TO CERTIFYbERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PER-I01)
INDICATED. NOTEIVITHSTANDING ANY REQUIREMENT, TERM OFF CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY E ISSUED OR MAY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES O ESCR I E.E D HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS ANO CONDITIONS OF SUCH POLIO I ES. LI M ITS SHOWN MAY HAVE B EEN R EDUCED BY PAI D C LAIMS,
INSR
IM
E OF PN SURA NC E
POLICY NUMBER
P. I_I F
PO I C
LIMITS
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EACH OCCURRENCE
P PE M15ES Ea occ urrenc e
COMMERCIAL GENERAL L ABJL ITY
CLAWS -MADE F1 OCCUR
tvIE D E.KP (Any ono person)
PERSONAL & ADV INJURY
GENEPAL AGGPEGATE
PRODUCTS - COMPiOP AGG
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COMBINED SINGLE LIMIT
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HIRED AUTOS
� �
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acnd�nr}
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NO N-OWNED .AUTOS
a
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D-ED1 JCTIL L E
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WORK E R CO PeNSATI0-N
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ANY PROPRIETMPARTNERIEXECLME
0MC ERIMEMBER EXCLUDED? UDED?
N I Ad
C -
foIY IMIT
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E L. DISEASE - EA EMPLOYEE
'F
(Mandatory In NH)
It Ves, de scribe under
ElFGCPIPTION OF PA 1 NS beiQwE
L- DISEASE - POL IC Y LIMIT
A
Professional
ME0106797740
07/1 /10
0 711 3M I
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Aggregate 5,000.001
0 ES CRIPTi ON 0 F 0 PE RATIONS { I4OOATION S { VFH ICLE S (Atta ch ACGRD 101. Addid ona I Remark s- Sc h edu la, If more ep ace J s re quired�
la rms-Mad foram- Retro Date: 711 105
IDeductihle: aiDo
I' C O E
Monroe County
1100 Simonton Street
Key West, FL 33040
MOULD ANY OF THE ABOVE DESCRIBED POLICIES 5E CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCO IJAN E WITH THE POL CY PROVISIONS.
AUna QR€ZED REPRESENTATVE
/01V e -nv L
1 88- 009 A. ORD CORPORATION, All rights reserved.
A 0R D 25 (009109) The A O RD name and logo a r-e registered marks of A OR D
OP ID: GS
CERTIFICATE OF LIABILITYINSURANCE12119111
7DATEMMlDD�'
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the poli y(le) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder in lieu of such endorsement .
PRODUCER 0- 7 -2121
Earl Bacon Agency, Inc 0- 7 -212
3131 Lonnbladh Road
P.O. Box 12039
Tallahassee, FL 32317
UUNIAUI
NAME:
E FAX
A/c° No Ext : No):
E-MAIL
PRODUCER
CUSTOMER IDj:GOVER4
INSURER(S) AFFORDING COVERAGE
NAIL
INSURED Government Services Group Inc.
Kathy Lindsey
1500 Mahan Dr., ##2 0
Tallahassee, FL 32308
INSURER A : Zenith Insurance Co
13269
INSURER B :Phoenix Insurance Company
25623
INSURER Auto -Owners Insurance Company
18988
INSURER D :Travelers Indemnity om an
25631
INSURER E :
COVERAGES CERTIFICATE NUMBER- REVISION NUMBED -
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. 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.
INSR
TYPE OF INSURANCE
ADDLSUBR
POLICY NUMBER
POLICY
MMIDD EFF
E P
MMIDD
LIMITS
GENERAL LIABILITY
EACH OCCURRENCE
2XO�00
PREMISES Ea occurrence,
B
COMMERCIAL GENERAL LIABILITY
12 H2PHX
CLAIMS MADE F_xIOCCUR
MED EP (Any one person)
,0
PERSONAL & ADV INJURY
$ 2,000,o
GENERAL AGGREGATE
$ 4,000,o
EN'L AGGREGATE LIMIT APPLIES PER:
PRODUCTS -COMP/OP A
$ 4,000,o
POLICY PRT- F-] L
$
AUTOMOBILE LIABILITY
X ANY AUTO
X
4853169600
09/01/11
09/01/1
COMBINED SINGLE LIMIT
(Ea accident),,
BODILY INJURY Per persons
ALL OWNED AUTOS
BODILY INJURY (Per accident)
SCHEDULED AUTOS
HIRED AUTOS
PROPERTY DAMAGE
(Per accident)
$
$
NON -OWNED AUTOS
UMBRELLA LIAR
X
OCCUR
EACH OCCURRENCE
$ ,000,00
AGGREGATE
$ rJ,��O,��
D
EXCESSLIAR
CLAIMS -MADE
X
lJ P243 1 9 1 4 I D 11
"I "I I0"I I"I "I
"I "I I0"I I"1
DEDUCTIBLE
$
X
$
RETENTION 000
A
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITYTORY
,ANY PROPRIETORIPARTNERIE E UTIVE Y { N
3 04 31
11 /01I11
11/01/12
1 STATU- OTH-
LIMITS ER
E.L. EACH ACCIDENT
$ 1 P000,00
OFFICER/MEMBER ELUDED? ❑
(Mandatory in NH)
N ! A
E.L. DISEASE - EA EMPLOYEE
$ 1 P000,00
If yes, describe under
DESCRIPTION OF OPERATIONS below
E.L. DISEASE - POLICY LIMIT
$ "I POK00
DESCRIPTION OF OPERATIONS ! LOCATIONS ! VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required)
C'FRTIF1r_ATF HC]I nFR r_ANC'FI I ATIC]N
IIDKE2
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
Monroe County
ACCORDANCE WITH THE POLICY PROVISIONS.
1100 Simonton Street
AUTHORIZED REPRESENTATIVE -?IV L (
Key West, FL 33040
1999-2009 ACORD CORPORATION. All rights reserved.
ACORD 2 2009/09 The ACORD name and logo are registered marks of ACORD
OP ID: GS
CERTIFICATE OF LIABILITYINSURANCE12119111
7DATEMMlDD�'
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(les) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder in lieu of such endorsement .
PRODUCER 0- 7 -2121
Earl Bacon Agency, Inc 0- 7 -212
3131 Lonnbladh Road
P.O. Box 12039
Tallahassee, FL 32317
UUNIAUI
NAME:
E FAX
A/c° No Ext : No):
E-MAIL
PRODUCER
CUSTOMER IDj:GOVER4
INSURER(S) AFFORDING COVERAGE
NAIL
INSURED Government Services Group,inc.
Kathy Lindsey
1500 Mahan Dr., #250
Tallahassee, FL 3230
INSURER A : Underwriters at Lloyds, London
INSURER B :
INSURER C
INSURER D
J
INSURER E :
INS[ JRPR F -
COVERAGES CERTIFICATE NUMBER- REVISION NUMBED -
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. 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.
INSR
TYPE OF INSURANCEAQ&
ADDLSUBR
POLICY NUMBER
POLICY
MMIDD EFF
EXP
MMIDD
LIMITS
GENERAL LIABILITY
EACH OCCURRENCE
PREMISES Ea occurrence
COMMERCIAL GENERAL LIABILITY
CLAIMS -MADE F ]
MED EP (Any one person)
PERSONAL & ADV INJURY
$
GENERAL AGGREGATE
$
EN'L AGGREGATE LIMIT APPLIES PER:
PRODUCTS -COMP/OP A
$
POLICYF-] PRE- F-] L
$
AUTOMOBILE LIABILITY
COMBINED SINGLE LIMIT
(Ea accident)
$
ANY AUTO
BODILY INJURY (Per person)
ALL OWNED AUTOS
BODILY INJURY (Per accident)
SCHEDULED AUTOS
HIRED AUTOS
PROPERTY DAMAGE
(Per accident)
$
$
NON -OWNED AUTOS
UMBRELLA LIAR
OCCUR
EACH OCCURRENCE
$
AGGREGATE
$
EXCESS LIAR
CLAIMS -MADE
DEDUCTIBLE
$
$
RETENTION
WORKERS COMPENSATION
WC SATU- OTH-
AND EMPLOYERS' LIABILITY Y { N
TORY LIMITS ER
E.L. EACH ACCIDENT
$
,ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER ELUDED?
❑
N ! A
E.L. DISEASE - EA EMPLOYEE
$
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
E.L. DISEASE - POLICY LIMIT
$
A
Professional
ME0106797710
07/1 /11
07/1 /12
PI Claim 5,000,00
Aggregate 5,000,0
DESCRIPTION OF OPERATIONS ! LOCATIONS ! VEHICLES (Attach ACORD 101, Additional Remarks schedule, if more space is required
laims-Made form Retro Date: I"I I
Deductible: $ ,00
C'FRTIF1r_ATF HC]I nFR r_ANC'FI I ATIC]N
IIDKE2
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
Monroe County
ACCORDANCE WITH THE POLICY PROVISIONS.
1100 Simonton Street
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