Item C18'
CM
ounty of onroe
BOARD OF COUNTY COMMISSIONERS
Mayor Heather Carruthers, District 3
Mayor Pro Tem George Neugent, District 2
TheFloridaKeys
Danny L. Kolhage, District 1
David Rice, District 4
Sylvia J. Murphy, District 5
County Commission Meeting
April 20, 2016
Agenda Item Number: C.18
Agenda Item Summary #1551
BULK ITEM: DEPARTMENT:
Yes Budget and Finance
TIME APPROXIMATE:STAFF CONTACT:
Kevin Madok 305-292-4480
N/A
AGENDA ITEM WORDING:
Approval to advertise a Request for Proposal for a Direct Loan
Agreement in an amount not to exceed $16,300,000.
ITEM BACKGROUND:
Monroe County adopted a five-year capital plan as part of the budget,
approved September 26, 2013. As part of the adopted capital plan, five construction projects as well
as the refunding of the Infrastructure Sales Surtax Revenue Bond, Series 2003 were to be financed
through the issuance of a 20 year debt obligation in the amount of $32 million.
The debt issuance of 2014 included both a term loan in the amount of approximately $32 million and
a two-year Line of Credit in the amount of $16 million. The original project budgets have increased
and staff has now determined the line of credit should be replaced with permanent financing.
The RFP will include pricing for a fixed term obligation in the amount of up to $16.3 million for a
term of 10 years.
PREVIOUS RELEVANT BOCC ACTION:
Adoption of the Five Year Capital Plan along with the Budget on September 26, 2013.
BOCC approval for Issuance of $16 million Line of Credit October 17, 2014.
CONTRACT/AGREEMENT CHANGES:
N/A
DOCUMENTATION:
RFP Loan April 2016-km
FINANCIAL IMPACT:
Effective Date: N/A
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Expiration Date: N/A
Total Dollar Value of Contract: Advertising $800
Total Cost to County: Advertising $800
Current Year Portion: $800
Budgeted:
Yes
Source of Funds: 304 Infrastructure Sales Surtax
CPI: No
Indirect Costs: No
Estimated Ongoing Costs Not Included in above dollar amounts: None
Revenue Producing: No If yes, amount: N/A
Grant:
No
County Match
: No
Insurance Required:
No
Additional Details:
04/20/16 304-22004 · COUNTY ENGINEER CONSTR M $800.00
304 Infrastructure Sales Surtax
STAFF RECOMMENDATION:
Approval to advertise
REVIEWED BY:
Tina Boan Skipped 04/05/2016 9:23 AM
Cynthia Hall Completed 04/05/2016 10:08 AM
Maria Slavik Completed 04/05/2016 10:16 AM
Kathy Peters Completed 04/05/2016 10:36 AM
Board of County Commissioners Pending 04/20/2016 9:00 AM
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DIRECTLOANAGREEMENT (NBQ), SERIES 2016
(AMOUNT NOT TO EXCEED $16.3MILLION)
BOARD OF COUNTY COMMISSIONERS
MayorHeather Carruthers, District 3
Mayor Pro Team George Neugent, District 2
CommissionerDanny L. Kolhage, District 1
Commissioner David Rice, District 4
Commissioner Sylvia Murphy, District 5
CLERK OF THE CIRCUIT COURTSTRATEGIC PLANNING
AmyL.HeavilinKevin Madok, Sr. Director
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Purchasing Office will receive and open sealed responses for the following:
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Requirements for submission and the selection criteria may be requested from
DemandStar by Onvia at [[[HIQERHWXEVGSQ [[2085,764,2174,821][12][,,][Arial]]OR
[[[QSRVS [[586,821,800,878][12][,,][Arial]]IGSYRX] [[777,821,1003,878][12][,,][Arial]]FMHWGSQ [[1028,821,1311,878][12][,,][Arial]]or call toll [[1272,821,1322,878][12][,,][Arial]]-
[[1288,821,1353,878][12][,,][Arial]]fr [[1319,821,1527,878][12][,,][Arial]]ee at 1 [[1505,821,1555,878][12][,,][Arial]]- [[1522,821,1627,878][12][,,][Arial]]800 [[1605,821,1655,878][12][,,][Arial]]-
[[1622,821,1727,878][12][,,][Arial]]711 [[1705,821,1755,878][12][,,][Arial]]- [[1722,821,2210,878][12][,,][Arial]]1712. The Public
Record is available at the Monroe County Purchasing Office located at The Gato
Building, 1100 Simonton Street, Room 2-213, Key West, Florida. All Responses
must be sealed and must be submitted to the Monroe County Purchasing Office.
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Public Financial Management, Inc., serving in its capacity as Financial Advisor, on
behalf of Monroe County, FL, is requesting interested parties to submit proposals for a
direct loan to the County. The Bank (the “Bank” or “Lender”) selected will agree toa
direct loan in the form of the purchase of an Infrastructure Sales Surtax Bond, to be
issued by Monroe County, Florida (the “County”) in the proposed principal amount not to
exceed $16,300,000 subject to the following terms and conditions set forth in the
Request for Proposals (the “RFP”). The Bank agrees to be legally bound to such terms
from the date of the Form of Proposal to the Closing Date of the Loan.
The Loan will replace the outstanding amount of the County’s Series 2014 Line of
Credit,currently in the outstanding amount of $16 million.
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A tentative calendar for the review of responses is as follows:
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The County specifically reserves the right to accept or reject all proposals, to waive
irregularities and informalities in any or all proposals, and to re-advertise for proposals,
and to award or negotiatea contract in the best interest of the County.
Proposals must remain valid until September 1, 2016, to allow time for negotiation of a
contract and execution of loan documentation.
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By no later than 3:00 p.m. on .YRI ,interested respondents must submit one (1)
original plus one (1) copyin electronic form (disk or thumb drive) to:
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Proposals received by the Purchasing Department after the deadline will be rejected
and will not be considered.
Please also send a copy of your response (via email) to Monroe County’s Sr. Director of
Strategic Planning Kevin Madok at Madok-kevin@monroecounty-fl.govand to the
County’s Financial Advisor, Public Financial Management, Inc., addressed to Pedro
Varona (varonap@pfm.com) and Sergio Masvidal (masvidals@pfm.com)byRSPEXIV
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(1)Term: The Loan shall have a final maturity of April 1, 2025, withthe first principal
payment to be due on April 1, 2017. The average life on the transaction is
approximately 6.7 years.
(2)Purpose: To refinance the County’s outstanding Line of Credit.
(3)Principal Payments: The principal of the Loan shall be fully amortized over the
term of the loan in an amount and in the manner as set forth on the attached preliminary
amortization schedule
(4)Interest Rate: Interest on the Loan shall be calculated on the basis of a three
hundred sixty (360) day year comprised of twelve (12) thirty (30) day months, payable
semiannually on April 1 and October 1, commencing on October 1, 2016 at a rate set
forth in the Form of Proposal.
(5)Security: The 2016 Loan shall be secured forthwith equally and ratable by a
pledge of and lien upon (i)all amounts received by the County from the Discretionary
Sales Surtax Clearing Trust Fund referred to in Section 212.054(4)(B), Florida Statutes,
including but not limited to, the proceeds of the one cent local government infrastructure
sales surtax levied pursuant to Section 212.055(2), Florida Statutes, and the proceeds
of the tax levied pursuant to Section 202.19(5), Florida Statutes (the “Infrastructure
Sales Surtax Revenues”), and (ii) until applied in accordance with the provisions of the
Resolution, all moneys, including investments thereof, in certain funds and accounts
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established pursuant to the Resolutions (collectively, the “Pledged Funds”). The 2016
Loan will be on parity with the County’s other Infrastructure Sales Surtax Bonds.
(6)Interestto be Tax-Exempt: The County will enter into such covenants as shall be
necessary, in the opinion of Bond Counsel, to assure compliance by the County with the
Internal Revenue Code of 1986, as amended (the "Code"), and to qualify interest on the
Loan for exclusion from gross income for federal income tax purposes as set forth in the
opinion of Bond Counsel hereinafter mentioned.8LI'SYRX][MPPRSXEGGITXER]SJJIV
[MXLGETMXEPEHIUYEG]SVSXLIVMRXIVIWXVEXIEHNYWXQIRXPERKYEKI[MXLVIWTIGXXS
GLERKIWXSXE\PE[. The only interest rate adjustment provision the County will
consider is one imposed by final judgment of the IRS and due from the holder which
results solely from actions or inactions of the County.
(7)Documents: Documents, including the form of Bond embodying the terms hereof
and of the accepted proposal, shall be prepared by Bond Counsel (Nabors Giblin &
Nickerson, P.A.) for the County, who shall provide the Lender and its Counsel with
drafts thereof for reviewand comment at least one week prior to closing.
(8)Closing Documents: As a condition of closing the County shall deliver to the
Lender the following:
A. An Opinion of Bond Counsel, substantially to the effect that: 1) the County is
duly authorized and empowered under the laws of Florida to issue the Loan
evidencing the loan; 2) the Resolution under which the Loan is issued and
secured is a valid and enforceable instrument of the County; 3) interest on the
Loan is not includable in gross income for Federal income tax purposes under
Section 103(a) of the Code; and 4) the Loan is a valid and binding obligation
of the County and is enforceable in accordance with terms thereof;
B. Such other documents, certificates and instruments as shall be required by
Bond Counsel, to evidence compliance with, or to comply with, the provisions
of the Code, and applicable regulations thereunder, with respect to the
exclusion of interest payable on the Loan from gross income for federal
income tax purposes.
(9)Closing: It isanticipated that closing for the Loan shall occur on or after May 27,
2016. Closing shall occur at a time and place mutually acceptable to the County
and the Lender.
(10)Fees and Expenses: The County shall pay all financing related costs and
shall pay for the preparation and printing of the loan documents and for the filing
of any required financing statements. The County shall also pay the Lender’s
Bank Counsel fees as specified on the form of proposal.
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(11)Continuing Compliance: The County shall remit, when available, annual
audited financial statements to the Lender, and any other information that the
Lender shall reasonably request.
(12)Rejection of Proposals: The County expressly reserves the right to reject
any and all proposals received in connection with this request for proposals and
thereafter to negotiate with any proposer or other bank. The basis for
acceptance of any proposal shall be that which is in the best interest of the
County as determined solely by the County.
(13)Amendment: The County reserves the right to amend or modify this Request
for Proposals by depositing in the United States mail or fax or email, addressed
to each proposer which at the time has its name and address on file with the
Financial Advisor, a copy of a written amendment or modification hereto.
(14)Additional Information: The County has one additional Series of Infrastructure
Sales Surtax Revenue Bonds outstanding, the Infrastructure Sales Surtax
Revenue Bonds, Series 2007 (the “Series 2007 Bonds”). The Series 2007 Bonds
are outstanding in the amount of $15,985,000. The County’s Infrastructure Sales
Surtax Revenue Bonds currently maintain credit ratings of “A1,” “A+,” and “AA”
from Moody’s, Standard & Poor’s and Fitch, respectively. Below please find
pertinent links for your evaluation of the credit.
x
2014 Financing Resolution, including relevant terms/covenants under which
the 2016 loan will be issued.
x
2013 CAFR: https://gov.propertyinfo.com/fl-
monroe/other/CAFR_Report_2013.pdf
x
2014 CAFR:https://gov.propertyinfo.com/fl-
monroe/other/CAFR_Report_2014.pdf
x
2016 Adopted Budget: http://www.monroecounty-
fl.gov/ArchiveCenter/ViewFile/Item/1613
(15)Preliminary Loan Amortization Schedule*
04/01/2017100,000
04/01/2018100,000
04/01/20191,520,000
04/01/20201,570,000
04/01/20211,620,000
04/01/20221,670,000
04/01/20231,720,000
04/01/20241,765,000
04/01/20256,100,000
*Final amortization shall be set when the actual interest rate has been determined.
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Anyinquiriesor requests for clarification or additional information must be
delivered in writing via e-mailto the County and the County’s financial advisor
(PFM) no later than May 30, 2016 atall three of the following email addresses:
Madok-Kevin@MonroeCounty-FL.Gov;masvidals@pfm.com;varonap@pfm.com.
All inquiries will be answered via an addendum, uploaded to DemandStar.All
addenda are a part of the contract documents and each Proposer will be bound by
such addenda, whether or not received by him/her. It is the responsibility of each
Proposer to verify that he/she has received all addenda issued before responses are
opened.
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Each proposalshallinclude the following:
x
Proposal Response Form (Attachment A).
x
Contact information:State the legal name of the financial institution or firm, the
principal business address, name of the contact person, telephone and facsimile
numbers, e-mail address.
x
Other County Forms (Attachment B):
Lobbying and Conflict of Interest Ethics Clause
¾
Non-Collusion Affidavit
¾
Drug Free Workplace Form
¾
Public Entity Crime Statement
¾
Local Preference Form (if applicable)
¾
x
Litigation:To comply with Section 2-347(h) of the Monroe County Code, each
Proposalmust provide the following information:
(1)A list of the personsor entity’s shareholders with five (5) percent or more
of the stock or, if a general partnership, a list of the general partners; or, if a
limited liability company, a list of its members; or, if a solely owned
proprietorship, name(s) of owner(s);
(2)A list of the officers and directors of the entity;
(3)The number of years the person or entity has been operating and, if
different, the number of years it has been providing the services, goods, or
construction services called for in the bid specifications (include a list of similar
projects);
(4)The number of years the person or entity has operated under its present
name and any prior names;
(5)Answers to the following questions regarding claims and suits:
a.Has the person, principals, entity, or any entity previously owned,
operated or directed by any of its officers, major shareholders or
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directors, ever failed to complete work or provide the goods for which
it has contracted? If yes, provide details;
b.Are there any judgments, claims, arbitration proceeding or suits
pending or outstanding against the person, principal of the entity, or
entity, or any entity previously owned, operated or directed by any of
its officers, directors, or general partners? If yes, provide details;
c.Has the person, principal of the entity, entity, or any entity previously
owned, operated or directed by any of its officers, major shareholders
or directors, within the last five (5) years, been a party to any lawsuit,
arbitration, or mediation with regard to a contract for services, goods
or construction services similar to those requested in the
specifications with private or public entities? If yes, provide details;
d.Has the person, principal of the entity, or any entity previously owned,
operated or directed by any of its officers, owners, partners, major
shareholders or directors, ever initiated litigation against the county or
been sued by the county in connection with a contract to provide
services, goods or construction services? If yes, provide details;
e.Whether, within the last five (5) years, the owner, an officer, general
partner, principal, controlling shareholder or major creditor of the
person or entity was an officer, director, general partner, principal,
controlling shareholder or major creditor of any other entity that failed
to perform services or furnish goods similar to those sought in the
request for competitive solicitation.
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Award shall be made to the responsible proposer whose proposal is determined to be
the most advantageous to the County, taking intoconsideration the evaluation criteria
set forth below:
Overall borrowing cost50 points
Compliance with other terms as stated in 30 points
the RFP
Ability to provide all required services10points
Location of firm (local preference if 10 points
applicable: up to 5 additional points)
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The Bank (the “Bank” or “Lender”) hereby agrees to the purchase of the
Infrastructure Sales Surtax Revenue Bond, Series 2016 (the “Loan”), to be issued by
Monroe County, Florida (the “County”) in the proposed principal amount not to exceed
$16,300,000 subject to the terms and conditions set forth in the Request for Proposal
dated April 7, 2016 (the “RFP”), which is attached hereto and incorporated hereby by
this reference. The final aggregate principal amount and amortization of the Loan is
subject to change dependent on actual interest rate. The Bank agrees to be legally
bound to such terms from the date of the Form of Proposal to the Closing Date of the
Loan.
Interest Rate: The County shall only consider proposals which clearly express
the rate of interest and/or the method of setting such rate of interest and the maximum
rate of interest to be charged during the full term of the Loan.
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A fixed rate, non-bank qualified, tax-exempt of interest for the term of the Loan equal to
%____per annum. Such rate shall remain in effect through ______________, 2016.
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The Bank shall request the reimbursement of its legal fees only, subject to a maximum
of $__________. The Bank proposes to utilize
_________________________________________ as bank counsel.
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Please specify prepayment terms below, and/or use additional pages as necessary:
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
________________________
he Bank acknowledges that the County reserves the right to reject any and all
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proposals received in connection with this request for proposals.
Respectfully submitted,
______________________________________
[Name of Bank]
This section to be filled-in by the County
By/Date: ______________________________
ACCEPTED this ___ day of _________, 2014
Authorized Officer
Monroe County, Florida
______________________________________
[typed or printed name of officer]
By: ___________________________
Authorized Officer
ContactInformation (Address, Tel, Email):
______________________________________
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The following forms must be signed and attached to each Proposal:
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ETHICS CLAUSE
“________________________________________________________________”
(Company)
“…warrants that he/it has not employed, retained or otherwise had act on his/her behalf
any former County officer or employee inviolation of Section 2 of Ordinance No. 010-
1990 or any County officer or employee in violation of Section 3 of Ordinance No. 010-
1990. For breach or violation of this provision the County may, in its discretion,
terminate this Agreement without liability and may also, in its discretion, deduct from the
Agreement or purchase price, or otherwise recover, the full amount of any fee,
commission, percentage, gift, or consideration paid to the former County officer or
employee.”
___________________________________
(Signature)
Date:
______________________________
STATE OF:______________________________
COUNTY OF:______________________________
Subscribed and sworn to (or affirmed) before me on ___________________________________
(date) by _______________________________________ (name of affiant). He/She is personally known
to me or has produced __________________________________________ (type of identification) as
identification.
____________________________________
NOTARY PUBLIC
MyCommission Expires: ______________
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232'30097-32%**-(%:-8
I, _______________________ of the city of _______________________ according to
law on my oath, and under penalty of perjury, depose and say that
1.I am ______________________________________________ of the firm
of _______________________________________________ the bidder
making the Proposal for the project described in the Request for Proposals
for _________________________________________ and that I executed
the said proposal with full authority to do so;
2.The prices in this bid have been arrived at independently without collusion,
consultation, communication or agreement for the purpose of restricting
competition, as to anymatter relating to such prices with any other bidder or
with any competitor;
3.Unless otherwise required by law, the prices which have been quoted in this
bid have not been knowingly disclosed by the bidder and will not knowingly
be disclosed by the bidder prior to bid opening, directly or indirectly, to any
other bidder or to any competitor; and
4.No attempt has been made or will be made by the bidder to induce any
other person, partnership or corporation to submit, or not to submit, a bid for
the purpose of restricting competition; and
5.The statements contained in this affidavit are true and correct, and made
with full knowledge that Monroe County relies upon the truth of the
statements contained in this affidavit in awarding contracts for said project.
___________________________________
(Signature)
Date:
______________________________
STATE OF:______________________________
COUNTY OF:______________________________
Subscribed and sworn to (or affirmed) before me on ____________________________________
(date) by _______________________________________ (name of affiant). He/She is personally known
to me or has produced __________________________________________ (type of identification) as
identification.
____________________________________
NOTARY PUBLIC
MyCommission Expires: ______________
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(69+*6));36/40%')*361
The undersigned vendor in accordance with Florida Statutes Section 287.087 hereby
certifies that:
(Name of Business)
1.Publishes a statement notifying employees that the unlawful manufacture,
distribution, dispensing, possession, or use of a controlled substance is
prohibited in the workplace and specifying the actions that will be taken against
employees for violations of such prohibition.
2.Informs employees about the dangers of drug abuse in the workplace, the
business’ policy of maintaining a drug-free workplace, any available drug
counseling, rehabilitation, and employee assistance programs, and the penalties
that may be imposedupon employees for drug abuse violations.
3.Gives each employee engaged in providing the commodities or contractual
services that are under bid a copy of the statement specified in subsection (1).
4.In the statement specified in subsection (1), notifies the employees that, as a
condition of working on the commodities or contractual services that are under
bid, the employee will abide by the terms of the statement and will notify the
employer of any conviction of, or plea of guilty or nolo contendere to, any
violation of Chapter 893 (Florida Statutes) or of any controlled substance law of
the United States or any state, for a violation occurring in the workplace no later
than five (5) days after such conviction.
5.Imposes a sanction on, or require the satisfactory participation in a drug abuse
assistance or rehabilitation program if such is available in the employee’s
community, or any employee who is so convicted.
6.Makes a good faith effort to continue to maintain a drug-free workplace through
implementation of this section.
As the person authorized to sign the statement, I certify that this firm complies fully with
the above requirements.
___________________________________
(Signature)
Date:
______________________________
STATE OF:______________________________
COUNTY OF:______________________________
Subscribed and sworn to (or affirmed) before me on _______________(date) by
_______________________________________ (name of affiant). He/She is personally known to me or
has produced __________________________ (type of identification) as identification.
____________________________________
NOTARY PUBLIC
MyCommission Expires: ______________
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49&0-')28-8='6-1)78%8)1)28
“A person or affiliate who has been placed on the convicted vendor list following a
conviction for public entity crime may not submit a bid on a contract to provide any
goods or services to a public entity, may not submit a bid on a contract with a public
entity for the construction or repair of a public building or public work, may not submit
bids on leases of real property to public entity, may not be awarded or perform work as
a contractor, supplier, subcontractor, or CONTRACTOR under a contract with any
public entity, and may not transact business with any public entity in excess of the
threshold amount provided in Section 287.017, Florida Statutes, for CATEGORY TWO
for a period of 36 months from the date of being placed on the convictedvendor list.”
I have read the above and state that neither ______________________ (Respondent’s
name) nor any Affiliate has been placed on the convicted vendor list within the last 36
months.
___________________________________
(Signature)
Date:
______________________________
STATE OF:______________________________
COUNTY OF:______________________________
Subscribed and sworn to (or affirmed) before me on _________________________________
(date) by ___________________________(name of affiant). He/She is personally known to me or has
produced ______________________________________________ (type of identification) as
identification.
____________________________________
NOTARY PUBLIC
MyCommission Expires: ______________
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03'%046)*)6)2')*361
A. Vendors claiming a local preference according to Ordinance 023-2009 must complete this form.
Name of Bidder/Responder______________________________Date:_______________
1. Does the vendor havea valid receipt for the business tax paid to the Monroe County Tax Collector
dated at least one year prior to the notice or request for bid or proposal? __________ (Please furnish
copy.)
2. Does the vendor have a physical business address located within Monroe County from which the
vendor operates or performs business on a day to day basis that is a substantial component of the goods
or services being offered to Monroe County?_______________
List Address: ____________________________________________________________
Telephone Number:_______________________________________________________
B. Does the vendor/prime contractor intend to subcontract 50% or more of the goods, services or
construction to local businesses meeting the criteria above as tolicensing and location? ____________
If yes, please provide:
1. Copy of Receipt of the business tax paid to the Monroe County Tax Collector by the subcontractor
dated at least one year prior to the notice or request for bid or proposal.
2. Subcontractor Address within Monroe County from which the subcontractor operates:
__________________________________________Tel. Number _____________________
_________________________________________Print Name:______________________
Signature and Title of Authorized Signatory for
Bidder/Responder
STATE OF:______________________________
COUNTY OF:______________________________
Subscribed and sworn to (or affirmed) before me on _________________________________
(date) by___________________________(name of affiant). He/She is personally known to me or has
produced ______________________________________________ (type of identification) as
identification.
____________________________________
NOTARY PUBLIC
MyCommission Expires: _______________
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