Item L1
L.1
BOARD OF COUNTY COMMISSIONERS
C ounty of M onroe
Mayor David Rice, District 4
Mayor Pro Tem Sylvia J. Murphy, District 5
TheFloridaKeys
Danny L. Kolhage, District 1
George Neugent, District 2
Heather Carruthers, District 3
County Commission Meeting
November 20, 2018
Agenda Item Number: L.1
Agenda Item Summary #4860
BULK ITEM: Yes DEPARTMENT: Building
TIME APPROXIMATE: STAFF CONTACT: Ed Koconis (305) 453-8727
N/A
AGENDA ITEM WORDING: Approval to award a bid to and negotiate an agreement with M.T.
Causley, LLC to provide professional support services for plan review, inspection services and
planning/zoning development review beginning October 1, 2020 (Current contract expires
September 20, 2020)
ITEM BACKGROUND: The County contracted with MT Causley in 2014 for private provider
inspection, plan review, and permitting services to use on an as needed basis. Since that time, the
Departments of Planning and Environmental Services, Building, and Code Compliance have used
these services as needed. Recruitment of licensed employees continues to be a challenge in certain
professional disciplines.
MT Causley requested a rate change following Hurricane Irma. The demonstrated increased cost of
delivering their services, including travel time, especially in the lower keys where recruitment is the
most challenging. When rates were increased, staff assured the Commission we would do a Request
for Proposal (RFP) to assure there were no alternative firms that could provide these services at a
lesser rate.
On May 16, 2018 the BOCC approved an RFP for Professional Support Services for Plan Review,
Inspection Services and permitting. The RFP is attached to this item.
The County received only one proposal, from M.T. Causley, LLC.
On October 18, 2018 the Selection Committee met to discuss the proposal and make a
recommendation to the BOCC.
The Selection Committee recommends that the BOCC negotiate an agreement with M.T. Causley,
LLC. To be effective from the expiration of their current contract, as amendment, which is
9/30/2020 for an additional 3 years (with options for annual renewals for at least 2 years).
MT Causley has provided excellent service to the County.
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If this agenda item is approved by the BOCC, then staff will bring back an agreement to the BOCC
at a subsequent meeting.
PREVIOUS RELEVANT BOCC ACTION:
September 17, 2013 Approved advertising RFP for Professional Support Services for Plan Review,
Inspection Services and Planning/Zoning Development Review having a maximum cost of $500,000
per year.
January 16, 2014 Approved M.T. Causley, Inc. as the provider of choice
March 14, 2014 Approved contract with M.T. Causley, Inc.
August 20, 2014 Approved Amendment No. 1 reducing the standard hourly rate for a Biologist
February 15, 2015 -hou
Planner
March 18, 2015 Approved Amendment No. 3 adding a rate for Biologists subcontracted by M. T.
Causley and increasing the maximum cost from $500,000 to $950,000 per fiscal year
February 10, 2016 Approved Amendment No. 4 extending the contract length to September 30,
2020 while maintaining the same rates
November 14, 2017 Approved Amendment No. 5 amending the scope of services to add
emergency protective measures following Hurricane Irma
March 21, 2018 Approved Amendment No. 6 increasing the maximum annual contract amount to
$1,500,000 and adding an hourly rate for an Unsafe Structure, Code Compliance Inspector following
Hurricane Irma
May 16, 2018 Approved Amendment No. 7 increasing hourly rates for all positions reporting to
the Building Department (Inspectors, Plans Examiners, Building Official, and Customer Service
Representatives)
May 16, 2018 Approved to advertise an RFP, in part due to the number of amendments thereto
CONTRACT/AGREEMENT CHANGES:
N/A
STAFF RECOMMENDATION: Approval
DOCUMENTATION:
RFP FOR PRIVATE PROVIDER FOR ON-CALL 5-16-18_FINAL
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FINANCIAL IMPACT:
Effective Date:
Expiration Date:
Total Dollar Value of Contract:
Total Cost to County:
Current Year Portion:
Budgeted:
Source of Funds:
CPI:
Indirect Costs:
Estimated Ongoing Costs Not Included in above dollar amounts:
Revenue Producing: If yes, amount:
Grant:
County Match:
Insurance Required:
Additional Details:
N/A
REVIEWED BY:
Rick Griffin Completed 10/24/2018 8:04 AM
Assistant County Administrator Christine Hurley Completed
10/29/2018 10:45 AM
Steve Williams Completed 10/31/2018 12:08 PM
Budget and Finance Completed 10/31/2018 1:57 PM
Maria Slavik Completed 10/31/2018 2:10 PM
Kathy Peters Completed 11/01/2018 9:43 AM
Board of County Commissioners Pending 11/20/2018 9:00 AM
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MONROE COUNTY, FLORIDA
REQUEST FOR PROPOSALS
#_____________
PROFESSIONAL SUPPORT SERVICES FOR PLAN REVIEW, INSPECTION SERVICES
REVIEW
AND PLANNING/ZONING DEVELOPMENT
BOARD OF COUNTY COMMISSIONERS
Mayor David Rice, District 4
Mayor Pro Tem, Sylvia J. Murphy, District5
Danny L. Kolhage, District 1
George Neugent, District 2
Heather Carruthers, District 3
MAY16,2018
COUNTY ADMINISTRATOR
ROMAN GASTESI
ASSISTANT COUNTY ADMINISTRATOR
CHRISTINE HURLEY
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Attachment: RFP FOR PRIVATE PROVIDER FOR ON-CALL 5-16-18_FINAL (Bid Award for RFP for Support Services for Building Department
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
SUMMARY OF REQUEST FOR PROPOSALS
Monroe County, Florida is requesting proposals from qualified firms to provide licensed, professional services
in support of the Monroe County Building and Planning & Environmental Resources Departmentsto perform
plan review, inspection services, and development review on site to expedite the County’s building permit
process. The level of provider service will be determined as needed by the Monroe County Building Official in
consultation with the Senior Director of Planning & Environmental Resources and the Fire Marshal.
Monroe County will use an external provider of temporary staff to augment and support the County’s Building,
Planning & Environmental Resources, and Fire Department staff to provide timely, effective and responsive
inspections and reviews to meet the needs of our citizens, our unique community and our environment, while
maintaining strict adherence to all federal, state, local laws and specific rules and ordinances of Monroe County
governance. Services to be provided are more completely described in EXHIBIT “A” –SCOPE OF SERVICES.
Examples of the work performed, while not all inclusive, may include physical on-site:
1.Structural/building, mechanical, plumbing, electrical, and flood plan/permitting reviews and inspections,
and other functions relating to issuance of building and construction permits, certificates of occupancy
and other duties as determined by the Monroe County Building Official in accordance with the Florida
Building Code; Chapter 6 of the Monroe County Code of Ordinances; the Monroe County Land
Development Code, including Chapter 122, Federal Flood Plain Regulations and other applicable
documents.
2.Planning, zoning, development review, permit plan review, environmental review and inspections in
accordance with the Monroe County Comprehensive Plan, Land Development Code and other applicable
documents.
3.Fire plan permitting reviews and inspections in accordance with the 2014 Florida Fire Prevention Code
and other applicable documents.
All staff provided by the selected firm will be properly licensed and have the qualifications and experience
necessary to perform the duties required by the County. The County reserves the right to select more than one
provider in order to fully meet the needs and requirements of the County in meeting business demands based
on workload, volume, internal staffing levels and other factors to be determined by the Building Official.
Submission of any documents relating to this RFP does not guarantee the providing company will receive a
contract from Monroe County, nor does it imply that the company has any type of procurement and/or
contractual relationship with the County now or in the future. Information provided by any entity in response
to this RFP will be subject to public disclosure pursuant to the laws of the State of Florida. Concurrent with this
policy, the County conducts its procurement activities and formal bid processes in a competitive environment
that fosters equal opportunity for qualified companies to provide services that meet our requirements.
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
ALL RESPONSES TO THIS REQUEST FOR PROPOSALS MUST BE RECEIVED BY
MONROE COUNTY PURCHASING DEPARTMENT, ROOM 2-213, 1100 SIMONTON
STREET, KEY WEST, FLORIDA 33040 ON OR BEFORE:
AUGUST 30, 2018 AT 3:00PM
If you should have any questions regarding this application package, please submit them by e-mail only to Ed
Koconis, Administrative Director, at: Koconis-ed@monroecounty-fl.gov.
All responses will be by Addendum only.
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
TABLE OF CONTENTS
SECTION ONE: INSTRUCTIONS TO RESPONDENTS ................................................................ 7
A. Overview and General Description of Services ................................................................................................ 7
B. Purpose and Objectives of the Request for Proposals ..................................................................................... 7
C. Proposal Submission Requirements ................................................................................................................. 8
D. Disqualification of Respondents.......................................................................................................................9
E. Examination of RFP Documents ........................................................................................................................ 9
F. Interpretation, Clarification and Addenda ...................................................................................................... 10
G. Governing Laws and Regulations ................................................................................................................... 10
H. Preparation of Responses ............................................................................................................................... 10
I. Responsibility for Response ............................................................................................................................. 10
J. Copies of Request for Proposal Documents .................................................................................................... 11
K. Content of Proposal ........................................................................................................................................ 11
L. Receipt and Opening of Responses ................................................................................................................. 14
M. Proposal Evaluation and Selection Process ................................................................................................... 15
N. Award of Contract .......................................................................................................................................... 15
O. Certificate of Insurance .................................................................................................................................. 16
SECTION TWO: DRAFT CONTRACT ...................................................................................... 17
I. Term of Contract ................................................................................................................................... 17
II. Scope of Services .................................................................................................................................. 17
III.Compensation.......................................................................................................................................17
IV. Payment................................................................................................................................................18
V. Renewal ................................................................................................................................................. 18
VI. Contractor’s Responsibilities and Licensing .......................................................................................... 18
VII. Independent Contractor ....................................................................................................................... 19
VIII. Staffing .................................................................................................................................................. 19
IX. Indemnification Requirements ............................................................................................................. 20
X. Non-Discrimination ............................................................................................................................... 20
XI. Records and Documents ....................................................................................................................... 21
XII. Public Records ....................................................................................................................................... 21
XIII. Breach of Terms by Contractor ............................................................................................................. 22
XIV. Termination without Cause .................................................................................................................. 22
XV. Termination with Cause ........................................................................................................................ 22
XVI. Assignment ............................................................................................................................................ 22
XVII. Compliance with Law ............................................................................................................................ 22
XVIII. Disclosure, Conflict of Interest and Code of Ethics ............................................................................... 23
XIX. Financial Responsibility ......................................................................................................................... 23
XX. Notices .................................................................................................................................................. 24
XXI. Taxes ..................................................................................................................................................... 24
XXII. Governing Law, Venue, Interpretation, Costs & Fees .......................................................................... 24
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
XXIII. Public Entity Crime Statement.............................................................................................................. 24
XXIV. Authorized Signatures ........................................................................................................................... 25
XXV. Severability ............................................................................................................................................ 25
XXVI. Attorney’s Fees and Costs ..................................................................................................................... 25
XXVII. Binding Effect ........................................................................................................................................ 26
XXVIII. Authority ............................................................................................................................................... 26
XXIX. Cooperation .......................................................................................................................................... 26
XXX. No Solicitation/Payment ....................................................................................................................... 26
XXXI. Non-Waiver of Immunity ...................................................................................................................... 26
XXXII. Non-Reliance by Non-Parties ................................................................................................................ 27
XXXIII. Attestations ........................................................................................................................................... 27
XXXIV. No Personal Liability ............................................................................................................................. 27
XXXV. Execution in Counterparts .................................................................................................................... 27
XXXVI. Section Headings ................................................................................................................................... 27
XXXVII. Insurance Policies .................................................................................................................................. 27
XXXVIII. Entire Agreement .................................................................................................................................. 29
SECTION THREE: COUNTY FORMS ...................................................................................... 31
1.Response Form .............................................................................................................................................. 32
2.Lobbying and Conflict of Interest Clause.......................................................................................................33
3.Non-Collusion Affidavit..................................................................................................................................34
4.Drug-Free Workplace.....................................................................................................................................35
5.Public Entity Crime Statement ....................................................................................................................... 36
6.Insurance and Indemnification Statement .................................................................................................... 37
7.Local Preference Form ................................................................................................................................... 38
S ECTION FOUR: INSURANCE REQUIREMENTS .................................................................... 39
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
EXHIBITS:
EXHIBIT “A” SCOPE OF SERVICES
EXHIBIT “B” MONROE COUNTY PERMITTING OVERVIEW
EXHIBIT “C” COST SUMMARY
EXHIBIT “D” LICENSE INFORMATION FOR STAFF ASSIGNED TO CONTRACT
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
SECTION ONE: INSTRUCTIONS TO RESPONDENTS
A.OVERVIEWAND GENERAL DESCRIPTION OF SERVICES
The Board of County Commissioners of Monroe County, Florida, (hereinafter “County”) is seeking
proposals from respondents (hereinafter “Consultant” or “Organization” or “Respondent” or
“Provider”) to provide PROFESSIONAL SUPPORT SERVICES FOR PLAN REVIEW, INSPECTION SERVICES
AND PLANNING/ZONING DEVELOPMENT REVIEW throughout the unincorporated areas of the Florida
Keys within Monroe County for the Building Official, theSenior Director of Planning & Environmental
Resources and the Monroe County Fire Marshal, who are primarily responsible for floodplain
management, permitting, plan review, development approvals, and inspections. The disciplines that
review permits and/or construction plans for compliance with federal, state, and Monroe County
regulations include:
Building / Structural Review
Mechanical
Plumbing
Electric
Floodplain (Monroe County Code Chapter 122)
Planning & Environmental Resources (Monroe County Code; Comprehensive Plan and Land
Development Code plus other state & federal laws)
Fire (under direction of Fire Marshal)
The Planning Director, Fire Marshal, and ultimately, the Building Official authorize permit issuance for
applicable discipline review. Each of these disciplines participates in the review of permit applications
as found in EXHIBIT “B”MONROE COUNTY PERMITTING OVERVIEW. This document is referred to as a
matrix that indicates for each permit type issued by MonroeCounty, which disciplines have to review it
for compliance with applicable regulations. After permits are issued, inspections are made to ensure
the construction is consistent with the approved permit/plans/regulations. Typically,Monroe
Countyhas a 24-hour turnaround time to complete inspections, although if a certaindiscipline has
licensed reviewers or inspectors out of the office (vacation/sick) then it may be necessary toaugment
staff.
B. PURPOSE AND OBJECTIVES OF THE REQUEST FOR PROPOSALS
Over the past several years, County staff has worked to document standard operating procedures and
processes required for adequate review and consistency of each permit type under the law. Permit
applications have been revised to better assure compliance and consistent application for all permit
applicants to promote fairness in the process, especially between the current offices -Key Largo (2)
(Upper Keys), Marathon (Middle Keys), and Stock Island (Lower Keys). While the County has worked
hard to improve and streamline these processes, including automation of the Interactive Voice
Response System, staffing and adequate human resources still remain a challenge. Recruiting multi-
Attachment: RFP FOR PRIVATE PROVIDER FOR ON-CALL 5-16-18_FINAL (Bid Award for RFP for Support Services for Building Department
discipline licensed individuals is difficult and creates a substantial challenge within the geographic
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
expanse of Monroe County for inspecting-sending an individual for each discipline for inspections when
required.The Building Departmentis required to have every discipline available to review plans and
permits. There are alternative methods for delivering these required services which include retaining a
private firm to perform permitting, plan review and inspections.
The County is seeking to utilize the services of an external provider(s) to augment and supplement
County staff at different times on a temporary basis and to provide timely, effective and responsive
inspections and reviews.The level and type of service needed will differ based on circumstances at any
given time. The workload can be affected by various factors such as internal staff illness or vacation,
staff training, resignations, staff shortage, volume of construction work ongoing within the County, new
regulations, laws or requirements implemented from time to time, as well as geographic and
environmental factors involving severe weather, potential flooding, storm damage, etc. The County
may have a need for one or several external professionals to meet the technicalities of single or multiple
disciplines at any given time.
Staffing will be the responsibility of the Consultant/Provider and all of Provider’s staff will be employees
of Provider. Contractor may change personnel at will with reasonable notice to the County. Please see
special conditions in EXHIBIT“A”SCOPE OF SERVICES.
More specific details of the requirements to be performed by the Contractor if awarded a Contract
resulting from this Request for Proposals are provided in EXHIBIT “A” SCOPE OF SERVICES.
C. PROPOSAL SUBMISSION REQUIREMENTS
1.All proposals must be received by the Monroe County Purchasing Office, 1100 Simonton Street,
Room 2-213, Key West, Florida 33040, on or before August 30, 2018 at 3:00 P.M. Two (2) signed
originals and four (4) complete copies of each proposal shall be submitted in a sealed envelope
marked on the outside, “Sealed Proposal for PROFESSIONAL SUPPORT SERVICES FOR PLAN REVIEW,
INSPECTION SERVICES AND PLANNING/ZONING DEVELOPMENT REVIEW”.If sent by mail or by
courier, the above mentioned envelope shall be enclosed in another envelope addressed to the
entity and address stated in the RFP. Faxed or e-mailed responses shall be automatically rejected.
2.All submissions must remain valid for a period of one hundred and twenty (120) days from the date
of the deadline for submission indicated above. The Board will automatically reject the response of
any person or affiliate who appears on the convicted vendor list prepared by the Department of
General Services, State of Florida, under Sec. 287.133(3)(d), Florida Statutes (2017.) The Board
reserves the right to reject any or all proposals, to waive informalities in the proposals and to re-
advertise for proposals. The Board also reserves the right to separately accept or reject any item or
items of a proposal and to award and/or negotiate a contract in the best interest of the County.
3.The County reserves the right to reject any and all responses and to waive technical errors and
irregularities as may be deemed best for the interests of the County. Responses which contain
modifications; are incomplete, unbalanced, conditional, obscure, or which contain additions not
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
requested or irregularities of any kind, or which do not comply in every respect with the Instruction
to Respondents, and the contract documents, may be rejected at the option of the County.
D. DISQUALIFICATION OF RESPONDENTS
Failure to complete all required County Forms (SECTION THREE) in every detail and submit them with
your Response may result in immediate disqualification of your Response.
1.RESPONSE FORM: Please fill out as indicated.
2.LOBBYING AND CONFLICT OF INTEREST CLAUSE: Any person submitting a bid or proposal in
response to this invitation must execute the enclosed LOBBYING AND CONFLICT OF INTEREST
CLAUSE and submit it with his bid or proposal. Failure to complete this form in every detail and
submit it with the bid or proposal may result in immediate disqualification of the bid or proposal.
3.NON-COLLUSION AFFIDAVIT: Any person submitting a proposal in response to this invitation must
execute the enclosed NON-COLLUSION AFFIDAVIT. If it is discovered that collusion exists among the
Respondents, the proposals of all participants in such collusion shall be rejected, and no participants
in such collusion will be considered in future bids for thesame work.
4.DRUG-FREE WORKPLACE FORM: Any person submitting a bid or proposal in response to this
invitation must execute the enclosed DRUG-FREE WORKPLACE FORM and submit it with his bid or
proposal. Failure to complete this form in every detail and submit it with your bid or proposal may
result in immediate disqualification of your bid or proposal.
5.PUBLIC ENTITY CRIME: A person or affiliate who has been placed on the convicted vendor list
following a conviction for a public entity crime may not submit aproposal on a contract to provide
any goods or services to a public entity, may not submit a proposal on a contract with a public entity
for the construction or repair of a public building or public work, may not submit Proposals on leases
or perform work as a contractor, supplier, subcontractor, or CONTRACTOR under a contract with
any public entity, and may not transact business with any public entity in excess of the threshold
amount provided in Section 287.017, for CATEGORY TWO for a period of 36 months from the date
of being placed on the convicted vendor list. Category Two: $35,000.00
6.INDEMNIFICATION AND HOLD HARMLESS FORM
7.LOCAL PREFERENCE FORM
E. EXAMINATION OF RFP DOCUMENTS
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
1.Each Respondent shall carefully examine the RFP (Request for Proposals) and other contract
documents, and inform himself thoroughly regarding any and all conditions and requirements that
may in any manner affect cost, progress, or performance of the work to be performed under the
contract. Ignorance on the part of the Contractor will in no way relieve him of the obligations and
responsibilities assumed under the contract.
2.Should a Respondent find discrepancies or ambiguities in, or omissions from, the specifications, or
should he be in doubt as to their meaning, he shall at once notify the County.
F.INTERPRETATION, CLARIFICATION AND ADDENDA
No oral interpretations will be made to any Respondent as to the meaning of the RFPdocuments. Any
inquiry or request for interpretation received in writing s even (7) or more days prior to the date fixed
for opening of responses will be given consideration. Written inquiries should be sent to Ed Koconis,
Monroe County Building Department, 102050 Overseas Highway, Key Largo, Florida 33037. All such
changes or interpretation will be made in writing in the form of an addendum and, if issued, will be
furnished to all known prospective Respondents prior to the established response opening date. Each
Respondent shall acknowledge receipt of such addenda in their Response. In case anyRespondent fails
to acknowledge receipt of such addenda or addendum, his response will nevertheless be construed as
though it had been received and acknowledged and the submission of his response will constitute
acknowledgment of the receipt of same. All addenda are a part of the contract documents and each
Respondent will be bound by such addenda, whether or not received by him. It is the responsibility of
each Respondent to verify that he has received all addenda issued before responses are
opened. Respondents may not request nor rely upon any verbal representations concerning these
specifications.
G. GOVERNING LAWS AND REGULATIONS
The Respondent is required to be familiar with and shall be responsible for complying with all federal,
state, and local laws, ordinances, rules, and regulations that in any manner affect the work.
H. PREPARATION OF RESPONSES
Signature of the Respondent: The Respondent must sign the response forms in the space provided for
the signature. If the Respondent is an individual, the words “doing business as ____________”, or “Sole
Owner” must appear beneath such signature. In the case of a partnership, the signature of at least one
of the partners must follow the partnership’s name and the words “Member of the Firm” should be
written beneath such signature. If the Respondent is a corporation, the title of the officer signing the
Proposal on behalf of the corporation must be stated along with the Corporation Seal Stamp and
evidence of his authority to sign the Proposal must be submitted. The Respondent shall state in the
response the name and address of each person interested therein.
I.RESPONSIBILITY FOR RESPONSE
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
The Respondent is solely responsible for all costs of preparing and submitting the response, regardless
of whether a contract award is made by the County.
J. COPIES OF REQUEST FOR PROPOSAL DOCUMENTS
1.Only complete sets of Request for Proposal documents will be issued and shall be used in preparing
responses. The County does not assume any responsibility for errors or misinterpretations resulting
from the use of incomplete sets.
2.Complete sets of Request for Proposal documents may be obtained in the manner and at the
locations stated in the Notice of Request for Proposals.
K.CONTENT OF PROPOSAL
1.The proposal package submitted in response to this Request for Proposals (RFP) shall be typed on
8-1/2” x 11” white paper and bound; shall be clear and concise and provide the information
requested herein. Statements submitted without the required information will not be considered.
Proposals shall be organized and sections tabbed. The Respondent should not withhold any
information from the written response in anticipation of presenting the information orally or in a
demonstration, since oral presentations or demonstrations may not be solicited. Each Respondent
must submit adequate documentation to certify the Respondent's compliance with the County's
ally on the information requested. Additional
requirements. Respondent should focus specific
information, unless specifically relevant, may distract rather than add to the Respondent's overall
evaluation.
2.The response, at a minimum, shall include the following:
a)COVER PAGE that reads “PROFESSIONAL SUPPORT SERVICES FOR PLAN REVIEW, INSPECTION
SERVICES AND PLANNING/ZONING DEVELOPMENT REVIEW”. The cover page should contain
Respondent’s name, address, telephone number, and the name of the Respondent’s contact
person.
b)TABBED SECTIONS consisting of the following:
TAB ONE: Respondent’s approach to this project
a.Provide a description of the project approach, including: a statement that reflects a clear
understanding of project needs based on the objectives stated in Section One, Part B above, and
a business plan that details the approach.
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
TAB TWO: Cost Matrix
a.Describe the anticipated charges for each service to be provided to the County using the
attached cost matrix contained in EXHIBIT “C” COST SUMMARY
TAB THREE: Past Performance, Qualifications, and Service Description
a.Provide details of past performance and professional accomplishments including a description
of similar work completed by the Respondent, any current contracts for similar work, any
outstanding accomplishments of the Respondent, and any outstanding accomplishments of the
Respondentthat relate directly to this type of work.
b.Provide details of technical, educational, and training experience of the Respondent and/or
assigned staff; if the Respondent and/or any of the assigned staff are located in Monroe County;
if they have familiarity with the geography and environment of the Florida Keys;and/or if they
have any related experience.
c.Completion of the attached spreadsheet EXHIBIT “D”LICENSE INFORMATION FOR STAFF
ASSIGNED TO CONTRACT to include copies of all licenses, certifications and other
documentation verifying the current qualifications and experience of staff assigned to the
County under the terms of theproposed contract.
d.Service area. Describe any cost variances associated with performance of duties within the three
areasoverseen by the County, i.e. Upper Keys; Middle Keys; and Lower Keys.
e.Service availability. Describe the availability of proposed staff (i.e. hours/days per week) and/or
any limitations of availability that could arise under performance of this contract.
TAB FOUR: References
a.Each Respondent shall provide at least five (5) references for which the Respondent has provided
the same or similar services during the past three (3) years. It is preferred that the references
are from state or local governments, but private industry clients may also be used as references.
Each reference shall include, at a minimum:
Name and full address of reference organization
Name of Contact person for contract
Telephone number(s)
Date of initiation of contract with reference
Brief summary comparing the referenced services to these proposed services
b.Credit references (minimum of three), including name, current address and current telephone
number.
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
TAB FIVE: Staffing
a.Respondent shall include a list of the proposed staff positions that will provide the work required
if awarded this contract.
b.If particular staff with certifications and qualifications directly related to this proposal are to be
used for the performance of services under the contract, if awarded, specify the names,
proposed job titles, and qualifications of said personnel.
c.Describe your turn-over rate or list the length of time each current employee has been with the
organization.
TAB SIX: Respondent’s Background Information
a.Respondent shall provide a list of shareholders with 5% or more of the stock, or, if a general
partnership, a list of the general partners; or, if a limited partnership, a list of the members.
b.Respondent shall provide a list of the officers and directors of the Respondent’s organization.
c.Respondent shall provide details about the number of years the Respondent has been in
business, and, if different, the number of years the Respondent has provided the type of services
requested.
d.Respondent shall provide details about the number of years the Respondent has operated under
its present name and the number of years the business has operated under any other name, and
such names under which it has operated.
e.Respondent shall provide the past three (3) years’ financial statements, including profit and loss,
for the Respondent or any subsidiary to establish that Respondent has the financial stability and
capacity to provide the services required by this RFP.
f.Respondent shall provide information regarding any professional or operational permits and
licenses held by its organization and/or key staff. Also, provide here information about the
Respondent’s membership, or individual memberships, in any state or national organization that
may be relevant.
TAB SEVEN: Litigation, 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 directors, ever failed to complete work or provide the goods
for which it has contracted? If yes, provide details;
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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 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 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;
TAB EIGHT: County Forms and Licenses
Respondent shall complete and execute the forms specified below and found in Section Three of
this RFP, as well as copies of all professional and occupational licenses:
1.Response Form
2.Lobbying and Conflict of Interest Clause
3.Non-Collusion Affidavit
4.Drug FreeWorkplace Form
5.Public Entity Crime Statement
6.Insurance and Indemnification Statement
7.Local Preference Form (if applicable)
L. RECEIPT AND OPENING OF RESPONSES
Responses will be received until the designated time and will be publicly opened and announced at the
appointed time and place stated in the Summary of Request for Proposal. Monroe County’s
representative authorized to open the responses will decide when the specified time has arrived and
no responses received thereafter will be considered. No responsibility will be attached to anyone for
the premature opening of a response not properly addressed and identified. Responses are confidential
pursuant to F.S. 119.071(1)(b)2. and (b)3.
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M. PROPOSAL EVALUATION AND SELECTION PROCESS
1.Proposals will be evaluated based on the following matrix:
a.Proposed project approach and business plan (15 points)
b.Cost Matrix (30 points)
c.Past Performance, Qualifications and Service Description (15points)
d.References (10 points)
e.Staffing (20 points)
f.Respondent’s Background Information (10 points)
g.Local business preference- see Local Preference Form (3 points)
2.Proposals will be ranked in order of preference at a publicly noticed meeting of a selection
committee based on the above criteria and a recommendation will be made to the County
Commission to negotiate a contract with the selected Respondent(s). Should the County
Commission so direct, and a mutually satisfactory agreement cannot be reached between staff and
the first recommended Respondent(s), staff may negotiate with the next preferred Respondent(s)
and so forth. When staff has agreed with the Respondent(s) upon a mutually satisfactory contract,
the contract will be brought before the County Commission for final approval. No binding contract
is created between any Respondent and the County until a contract is approved by the County
Commission.
N. AWARD OF CONTRACT
1.Due to the nature of the project, the County reserves the right to refine/complete the Contract
based on proposed responses and the direction of the Board of County Commissioners. The County,
upon selection of Respondent(s) and approval of the Board of County Commissioners, will negotiate
with the Respondent to further develop the Contract.
2.The County reserves the right to award separate Contracts for various areas of the Keys and to waive
any informality in any response, or to re-advertise for all or part of the work contemplated.
3.If the award of a contract is annulled, the County may award the Contract to another Respondent
or the work may be re-advertised or may be performed by other qualified personnel as the County
decides.
4.A Contract will be awarded to the Respondent deemed to provide the services which are in the best
interest of the County, considering cost, qualifications, and other factors deemed relevant.
5.The County also reserves the right to reject the response of a Respondent who has previously failed
to perform properly or to complete contracts of a similar nature on time.
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6.The recommendations of the County Administrator or his designee will be presented to the Board
of County Commissioners of Monroe County, Florida, for final awarding or otherwise.
7.The County shall consider preference to local businesses in making a purchase or awarding a
contract who meet the criteria for a local business as defined by Section 2-349 of the Monroe County
Code. Individuals or firms which meet all the criteria in Section 2-349 of the Monroe County Code
and are a responsive and responsible respondent shall receive local preference and shall be given
three (3) points in the scoring criteria.
8.The application of local preference may be waived upon written recommendation by the County
and approval by the Monroe County Board of County Commissioners at the time of Award of
Contract. Waiver of the application of the local preference is based upon analysis of the marketplace
and in consideration of the special or unique quality of goods, services, or professional services
sought to be purchased by the County.
O. CERTIFICATE OF INSURANCE
The Respondent will be responsible for all necessary insurance coverage for the PROFESSIONAL
SUPPORT SERVICES FOR PLAN REVIEW, INSPECTION SERVICES AND PLANNING/ZONING DEVELOPMENT
REVIEW as detailed in Section Four: Insurance Requirements. Certificates of Insurance must be provided
to Monroe County within fifteen (15) days after award of Contract, with Monroe County BOCC listedas
additionally insured on all except Workers Compensation. If the proper insurance forms are not
received within the fifteen (15) days, the Contract may be awarded to the next selected Respondent.
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SECTION TWO: DRAFT CONTRACT
PROFESSIONAL SUPPORT SERVICES FOR PLAN REVIEW, INSPECTION SERVICES AND PLANNING/ZONING
DEVELOPMENT REVIEW
THIS CONTRACT(Contractor Agreement) is entered into this _____ day of ________________, 20___,
by and between the Board of County Commissioners of Monroe County, Florida (hereafter “County” or
“Board”), and ____________________________________________________________ (hereafter
“Consultant”).
WHEREAS, the County has certain objectives as directed and established by the Board of County
Commissioners, and which are consistent with, and supportive of the Florida Building Code, the Monroe County
Code of Ordinances, and all other applicable Federal, State and Local Laws governing work performed under
this Contract; and
WHEREAS, it has been determined that it is in the best interest of the residents of and visitors to the
County that a contract for PROFESSIONAL SUPPORT SERVICES FOR PLAN REVIEW, INSPECTION SERVICES AND
PLANNING/ZONING DEVELOPMENT REVIEWbe entered into with a private provider of such services; and
WHEREAS, Consultantdesires to provide such services.
NOW THEREFORE, in consideration of the mutual promises contained herein, the parties agree as
follows:
I.TERM OF CONTRACT
This Contractshall be effective on the date above, for a period of two (2) years. The term of this
Contract shall be renewable in accordance with Section V herein. This Contract is contingent upon
an annual appropriation by the Board of County Commissioners.
II. SCOPE OF SERVICES
A detailed Scope of Services is attached as EXHIBIT “A” SCOPE OF SERVICES.
III. COMPENSATION
The County, in consideration of the Consultant substantially and satisfactorily performing and
carrying out the objectives of the Countyin providing professional support services as detailed in
the Scope of Services (attached hereto as EXHIBIT “A” SCOPE OF SERVICES), shall pay the
Consultant based on invoices submitted by Consultant to the County’s Building Department on a
monthly basis. Invoices must provide sufficient detail and documentation to support the activities
and services for the billing period covered by the invoice, including but not limited to the exact
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dates, hours of service, job classification, and description of work completed for each individual
providing service under this Contract.
IV.PAYMENT
1.Payment will be made after services are rendered in accordance with the Local Government
Prompt Payment Act.
2.Any request for payment must be submitted by the Consultant as an invoice in a form
satisfactory to the County Clerk (Clerk).
3.Invoicesmust describe in detail the services performed and the payment amount requested.
4.Invoices must be submitted in a timely manner to the office of the Building Officialwho will
review the request and approve for payment if the invoice is deemed to be accurate and
complete. If the invoice is not approved, the Consultant will be informed in writing including a
detailed explanation of the deficiency that caused the disapproval of the invoice.
5.There are no reimbursable items.
6.After the Clerk of the Board examines and approves the request for payment, the County shall
reimburse the Consultantby check.
7.Consultant shall provide all information necessary for the County to facilitate payment.
V. RENEWAL
The County shall have the option to renew this Contract after the original term, for an additional
period of up to two (2) years at the same terms.Renewal is subject to satisfactory performance by
Consultant and the availability of County funds.
VI.CONSULTANT’S RESPONSIBILITIES AND LICENSING
The Consultant shall secure, maintain and pay for any licenses necessary to perform duties and
services under this contract. It is the Consultant’s responsibility to maintain all professional licenses
that may berequired as well as any licenses or other certifications for any staff provided to the
County under this contract by the Consultant. By signature hereon, the Consultant warrants that
it is authorized by law to engage in the performance of the activities herein described, subject to
the terms and conditions set forth in these contract documents. Proof of such licenses and
approvals shall be submitted to the County upon request. The Consultant has, and shall maintain
throughout the term of this contract, appropriate licenses and approvals required to conduct its
business and that it will at all times conduct its business activities in a reputable and professional
manner.
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VII. INDEPENDENT CONTRACTOR
At all times and for all purposes, the Consultant, its agents and employees are strictly considered
to be Independent Contractors in their performance of the work contemplated hereunder. As such,
the Consultant, its agents and employees shall not be entitled to any of the benefits, rights or
privileges of County employees. The provider shall at all times exercise independent, professional
judgment and shall assume professional responsibility for the services to be provided. The
Consultant shall provide worker’s compensation insurance, any benefits as desired, and shall be
responsible for all tax withholding.
VIII. STAFFING
Since this Contract is a service agreement, staffing is of paramount importance. Consultantshall
provide services using the following standards, as a minimum requirement:
1.The Consultant shall provide at its own expense all necessary personnel to provide the services
under this Contract. The personnel shall not be employees of or have any contractual
relationship with the County.
2.All personnel engaged in performing services under this contract shall be fully qualified, and, if
required, to be authorized or permitted under State and local law to perform such services, and
Consultant shall provide immediate evidence of such authorization or permission upon request
by the County.
3.The County shall, at its sole discretion, have the option to reject any individual provided to
perform services under this Contract by the Consultant.
4.The Consultant shall require each of its employees to execute an acknowledgement that he/she
is not anemployee of County and that he/she is an employee of the Consultant and recognizes
that no County benefits are available.
5.The following disciplines shall report to the Department Director or his/her designee for each
discipline as follows:
a.Planning: Senior Director of Planning & Environmental Resources
b.Environmental Resources: Senior Director of Planning & Environmental Resources
c.Building: Building Official
d.Fire: Fire Marshal (AHJ – Authority Having Jurisdiction)
Each of the above referenced individuals shall have final authority to approve the decisions and
work product of Consultant’s employees. In addition, each of the above referenced individuals may
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IX. INDEMNIFICATION REQUIREMENTS
Notwithstanding any minimum insurance requirements prescribed elsewhere in this Contract, the
Consultant covenants and agrees that he shall defend, indemnify and hold the Countyand the
County’s elected and appointed officers and employees harmless from and against (i) any claims,
actions or causes of action, (ii) any litigation, administrative proceedings, appellate proceedings, or
other proceedings relating to any type of injury (including death), loss, damage, fine, penalty or
business interruption, and (iii) any costs or expenses that may be asserted against, initiated with
respect to, or sustained by, any indemnified party by reason of, or in connection with, (A) any
activity of Consultant or any of its employees, agents, Consultants in any tier or other invitees
during the term of this Agreement, (B) the negligence or willful misconduct of Consultantor any of
its employees, agents, Consultants in any tier or other invitees, or (C) Consultant’s default in respect
of any of the obligations that it undertakes under the terms of this Agreement, except to the extent
the claims, actions, causes of action, litigation, proceedings, costs or expenses arise from the
intentional or sole negligent acts or negligent acts in part or omissions of the County or any of its
employees, agents, Consultants or invitees (other than Consultant). Insofar as the claims, actions,
causes of action, litigation, proceedings, costs or expenses relate to events or circumstances that
occur during the termof this Agreement, this section will survive the expiration of the term of this
Agreement or any earlier termination of this Agreement. In the event the work under this
Agreement is delayed or suspended as a result of the Consultant’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. The first ten dollars ($10.00) of remuneration paid to the
Consultant is for the indemnification provided for above.
X. NON-DISCRIMINATION
County and Consultantagree that there will be no discrimination against any person, and it is
expressly understood that upon a determination by a Court of competent jurisdiction that
discrimination has occurred, this Contract automatically terminates without any further action on
the part of any party, effective the date of the court order. County or Consultant agree to comply
with all Federal and Florida statutes, and all local ordinances, as applicable, relating to
nondiscrimination. These include but are not limited to: 1) Title VI of the Civil Rights Act of 1964
(PL 88-352) which prohibits discrimination on the basis of race, color or national origin; 2) Title IX
of the Education Amendment of 1972, as amended (20 USC ss. 1681-1683, and 1685-1686), which
prohibits discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as
amended (20 USC s. 794), which prohibits discrimination on the basis of handicaps; 4) The Age
Discrimination Act of 1975, as amended (42 USC ss. 6101- 6107) which prohibits discrimination on
the basis of age; 5) The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as amended,
relating to nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and
Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-616), as amended, relating
to nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public Health Service Act
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of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ee-3), as amended, relating to confidentiality
of alcohol and drug abuse patent records; 8) Title VIII of the Civil Rights Act of 1968 (42 USC s. et
seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The
Americans with Disabilities Act of 1990 (42 USC s. 1201 Note), as maybe amended from time to
time, relating to nondiscrimination on the basis of disability; 10) Monroe County Code Ch. 13, Art.
VI, prohibiting discrimination on the bases of race, color, sex, religion, disability, national origin,
ancestry, sexual orientation, gender identity or expression, familial status or age; and 11) any other
nondiscrimination provisions in any Federal or state statutes which may apply to the parties to, or
the subject matter of, this Contract.
XI. RECORDS AND DOCUMENTS
Consultant shall keep and maintain all books, records, and documents directly pertinent to
performance under this Contract in accordance with generally accepted accounting principles
consistently applied. Each party to this Contract or their authorized representatives shall have
reasonable and timely access to such records of each other party to this Contract for public records
purposes during the term of the Contract and for five (5) years following the termination of this
Contract. If an auditor employed by the County or Clerk determines that monies paid to the
Consultant pursuant to this Contract were spent for purposes not authorized by this Contract, the
Consultant shall repay the monies together with interest calculated pursuant to Sec. 55.03, FS,
running from the date the monies were paid to Consultant.
XII. PUBLIC RECORDS
Pursuant to Florida Statute §119.0701, Consultant and its subcontractors shall comply with all
public records laws of the State of Florida, including but not limited to:
a.Keep and maintain public records that ordinarily and necessarily would be required by
Monroe County inthe performance of this Agreement.
b.Provide the public with access to public records on the same terms and conditions that
Monroe County would provide the records and at a cost that does not exceed the cost
provided in Florida Statutes, Chapter 119 or as otherwise provided by law.
c.Ensure that public records that are exempt or confidential and exempt from public records
disclosure requirements are not disclosed except as authorized by law.
d.Meet all requirements for retaining public records and transfer, at no cost, to Monroe
County all public records in possession of the Consultant upon termination of this
Agreement and destroy any duplicate public records that are exempt or confidential and
exempt from public records disclosure requirements. All records stored electronically must
be provided to Monroe County in a format that is compatible with the information
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e.County may cancel this Contract immediately if there is a violation of this Section.
XIII. BREACH OF TERMS BY CONSULTANT
The passing, approval, and/or acceptance by the County of any defect in the services furnished by
the Consultant, shall not operate as a waiver by the County of strict compliance with the terms of
this Contract, and specifications covering the services. Any Consultant breach of this agreement
shall be governed by the article below on termination for cause.
XIV.
TERMINATION WITHOUT CAUSE
The County may terminate this agreement without cause by providing the Consultant with written
notice of termination at least fifteen(15) days prior to the date of termination. Consultant shall
immediately withdraw its employees;will cease work(unless directed to finish work by County);
and shall be paid through the date of termination for work completed.
XV. TERMINATION WITH CAUSE
The County may terminate this agreement for cause if the Consultant shall default in the
performance of any of its obligations under this agreement. Default shall include the occurrence
of any one of the following events and same is not corrected to the satisfaction of the County within
fifteen (15) days after the Countyprovides the Consultantwith written notice of said default:
a.Failure to provide services described in this contract.
b.Failure to comply with local, state, or federal rules or regulations pertaining to this contract.
c.Breach of any other term, condition or requirement of this agreement.
XVI. ASSIGNMENT
The Consultantshall not assign or subcontract its obligations under this agreement, except in
writing and with the prior written approval of the Board of County Commissioners of Monroe
County, which approval shall be subject to such conditions and 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. Unless
expressly provided for therein, such approval shall in no manner or event be deemed to impose
any additional obligation upon the board.
XVII. COMPLIANCE WITH LAW
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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 delivery of written notice of termination to the
Consultant. The Consultant shall possess proper licenses to perform work in accordance with these
specifications throughout the term of this contract.
XVIII.DISCLOSURE, CONFLICT OF INTEREST, AND CODE OF ETHICS
1.The Consultant represents that it, its directors, principals and employees, presently have no
interest and shall acquire no interest, either direct or indirect, which would conflict in any
manner with the performance of services required by this contract, as provided in Sec.
112.311, et. seq., Florida Statutes. Upon execution of this contract, and thereafter as
changes may require, the Consultant shall notify the County of any financial interest it may
have in any and all contracts with Monroe County.
2.The Countyrepresents that its officers and employees recognize and will be required to
comply with the standards of conduct for public officers and employees as delineated in
Section 112.313, Florida Statutes, regarding, but not limited to, solicitation or acceptance
of gifts; doing business with one’s agency; unauthorized compensation; misuse of public
position, conflicting employment or contractual relationship; and disclosure or use of
certain information.
3.The Consultant guarantees that no work shall be performed on private sites within the
County other than assigned by the County, whether or not there is any remuneration to
Consultant or Consultant’s employees, whether employed by Consultant or acting as
individuals, during the entire term of this agreement. In addition, the Consultant shall not
have any direct or indirect relationships, business or otherwise, with any entity having an
interest in any project(s) being reviewed or inspected on behalf of the County. It shall be
the responsibility of the Consultant to inform the County and refrain from performing
services on such jobs. The Consultant shall not perform work of any kind or description
within Monroe County for any party other than the County during the term of this
Agreement whether related or unrelated to the types of services covered by or
contemplated under this agreement or in any other location which could create a conflict
of interest.
XIX. FINANCIAL RESPONSIBILITY
The Consultantshall not pledge the County’s credit or make it a guarantor of payment or surety for
any contract, debt, obligation, judgment, lien, or any form of indebtedness. The Consultant further
warrants and represents that it has no obligation or indebtedness that would impair its ability to
fulfill the terms of this contract.
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XX.NOTICES
Any notice required or permitted under this agreement shall be in writing and hand delivered or
mailed, postage prepaid, to the other party by certified mail, returned receipt requested, to the
following:
FOR THE COUNTY:
Monroe County Administrator and Assistant County Administrator and Monroe County Attorney
th
1100 Simonton Street 2798 Overseas Highway 1111 12St., Suite 408
Key West, FL 33040 Marathon, FL 33050 Key West, FL 33041
FOR CONSULTANT:
XXI. TAXES
The County is exempt from payment of Florida State Sales and Use taxes. The Consultant shall not
be exempted by virtue of the County’s exemption from paying sales tax to its suppliers for materials
used to fulfill its obligations under this contract, nor is the Consultant authorized to use the
County’s Tax Exemption Number in securing such materials.
The Consultant shall be responsible for any and all taxes and withholding for any required
deductions from compensation paid to its employees related to services rendered under this
agreement. County shall not be responsible for payment for any of Consultant’s employees.
XXII. GOVERNING LAW,VENUE, INTERPRETATION, COSTS AND FEES
This Contract shall be governed by and construed in accordance with the laws of the State of Florida
applicable to contracts made and to be performed entirely in the State. In the event that any cause
of action or administrative proceeding is instituted for the enforcement or interpretation of this
Contract, the Countyand Consultant agree that venue shall lie in the appropriate court or before
the appropriate administrative body in Monroe County, Florida. Mediation proceedings initiated
and conducted pursuant to this Contract shall be in accordance with the Florida Rules of Civil
Procedure and usual and customary procedures required by the circuit court of Monroe
County. Both parties specifically waive their right to a trial by jury. This Contract is not subject to
arbitration.
XXIII.PUBLIC ENTITY CRIME STATEMENT
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A person or affiliate who has been placed on the convicted vendor list following a conviction for
public entity crime may not submit a response on a contract to provide goods or services to a public
entity; may not submit a bid on a contract with a public entity for 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 Consultant, supplier, subcontractor, or consultant under a contract
with any public entity; and may not transact business with any public entity in excess of the
threshold amount provided in Section 287.017, F.S. for CATEGORY TWO for a period of 36 months
from the date of being placed on the convicted vendor list. (CATEGORY TWO: $35,000.00).
XXIV.AUTHORIZED SIGNATURES
The signatory for the Consultant, below, certifies and warrants that:
1.The Consultant’s name in this agreement is its full name as designated in its corporate charter.
2.He or she is empowered to act and enter into contracts on behalf of Consultant.
3.This agreement has been approved in accordance with the Consultant’s corporate policies and
directives and in accordance with law.
Further, Consultant shall, upon execution of this agreement, provide current proof of active
corporate or other status and a list of its Board of Directors.
XXV. SEVERABILITY
If any term, covenant, condition or provision of this Contract (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 Contract,
shall not be affected thereby; and each remaining term, covenant, condition and provision of this
Contract shall be valid and shall be enforceable to the fullest extent permitted by law unless the
enforcement of the remaining terms, covenants, conditions and provisions of this Contract would
prevent the accomplishment of the original intent of this Contract. The County and Consultant
agree to reform the Contract to replace any stricken provision with a valid provision that comes as
close as possible to the intent of the stricken provision.
XXVI. ATTORNEY’S FEES AND COSTS
The Countyand 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 prevailing party shall be entitled to reasonable attorney’s fees andcourt costs as
an award against the non-prevailing party, and shall include attorney’s fees and court costs in
appellate proceedings. Mediation proceedings initiated and conducted pursuant to this
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
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.
XXVII. BINDING EFFECT
The terms, covenants, conditions, and provisions of this Contract shall bind and inure to the benefit
of the County and Consultantand their respective legal representatives, successors, and assigns.
XXVIII. AUTHORITY
Each party represents and warrants to the other that the execution, delivery and performance of
this Contract have been duly authorized by all necessary County action and by action of the
Consultant, as required by law.
XXIX. COOPERATION
In the event any administrative or legal proceeding is instituted against either party relating to the
formation, execution, performance, or breach of this Contract, Countyand Consultant agree to
participate, to the extent required by the other party, in all proceedings, hearings, processes,
meetings, and other activities related to the substance of this Contract or provision of the services
under this Contract.County andConsultant specifically agree that no party to this Contract shall
be required to enter into any arbitration proceedings related to this Contract.
XXX. NO SOLICITATION/PAYMENT
The Countyand Consultantwarrant 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 Contract and that it has not paid or agreed to pay any person, company, corporation, individual,
or firm, other than a bona fide employee working solely for it, any fee, commission, percentage,
gift, or other consideration contingent upon or resulting from the award or making of this
Contract. For the breach or violation of the provision, the Consultant agrees that the Countyshall
have the right to terminate this Contract without liability and, at its discretion, to offset from
monies owed, or otherwise recover, the full amount of such fee, commission, percentage, gift, or
consideration.
XXXI. NON-WAIVER OF IMMUNITY
Notwithstanding the provisions of Sec. 768.28, Florida Statutes, the participation of the County and
the Consultant in this Contract and the acquisition of any commercial liability insurance coverage,
self-insurance coverage, or local government liability insurance pool coverage shall not be deemed
a waiver of immunity to the extent of liability coverage, nor shall any contract entered into by the
County be required to contain any provision for waiver.
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
XXXII.NON-RELIANCE BY NON-PARTIES
No person or entity shall be entitled to rely upon the terms, or any of them, of this Contract to
enforce or attempt to enforce any third-party claim or entitlement to or benefit of any service or
program contemplated hereunder, and the County and the Consultant agree that neither the
Countynor the Consultant or any agent, officer, or employee of either shall have the authority to
inform, counsel, or otherwise indicate that any particular individual or group of individuals, entity
or entities, have entitlements or benefits under this Contract separate and apart, inferior to, or
superior to the community in general or for the purposes contemplated in this Agreement.
XXXIII. ATTESTATIONS
Consultant agrees to execute such documents as the County may reasonably require, including but
not limited to a Public Entity Crime Statement, an Ethics Statement, and a Drug-Free Workplace
Statement which are attached hereto in original form with original signatures from Consultant’s
response to RFP, or as provided thereafter.
XXXIV.
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 County in his or her individual capacity, and no member,
officer, agent or employee of Countyshall be liable personally on this agreement or be subject to
any personal liability or accountability by reason of the execution of this agreement.
XXXV. EXECUTION IN COUNTERPARTS
This Contract may be executed in any number of counterparts, each of which shall be regarded as
an original, all of which taken together shall constitute one and the same instrument and any of
the parties hereto may execute this Contract by signing any such counterpart.
XXXVI. SECTION HEADINGS
Section headings have been inserted in this agreement as a matter of convenience of reference
only, and it is agreed that such section headings are not a part of this agreement and will not be
used in the interpretation of any provision of this agreement.
XXXVII. INSURANCE POLICIES
Upon execution of this Contract, Consultant shall provide to County evidence of insurance coverage
as follows:
A. INSURANCE REQUIREMENTS FOR CONTRACT BETWEEN COUNTY AND CONSULTANT
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
Prior to the commencement of work governed by this contract, the Consultant shall obtain the
following insurance. Coverage shall be maintained throughout the life of the contract and include,
as a minimum:
Insurance
Coverage Type Required LimitsManual
Form
Workers’ Compensation Statutory
Employers’ Liability$500,000 Bodily Injury by Accident
WC2
$500,000 Bodily Injury by Disease, policy limits
$500,000 Bodily Injury by Disease, each
employee
Commercial General Liability $500,000GL2
Vehicle Liability $300,000VL2
Professional Liability $500,000 Per Occurrence
PRO2
$1,000,000 Annual Aggregate
All insurance should be provided by insurance companies that are licensed to do business in the
State of Florida with a minimum A. M. Best Rating of A+. The Monroe County Board of County
Commissioners shall be named as an Additional Insured.
B. GENERAL INSURANCE REQUIREMENTS FOR CONTRACTORS AND SUBCONTRACTORS:
As a pre-requisite of the work governed, the CONTRACTOR shall obtain, at his/her own expense,
insurance as specified herein, which is made part of this contract. The CONTRACTOR shall require
all subcontractors to obtain insurance consistent with the requirements specified in this Contract.
The CONTRACTOR will not be permitted to commence work governed by this contract (including
pre-staging of personnel and material) until satisfactory evidence of the required insurance has
been furnished to the COUNTY as specified below, and where applicable CONTRACTOR shall
provide proof of insurance for all approved subcontractors. Delays in the commencement of work,
resulting from the failure of the CONTRACTOR to provide satisfactory evidence of the required
insurance, shall not extend deadlines specified in this contract and any penalties and failure to
perform assessments shall be imposed as if the work commenced on the specified date and time,
except for the CONTRACTOR’S failure to provide satisfactory evidence.
The CONTRACTOR shall maintain the required insurance throughout the entire term of this contract
and any extensions. Failure to comply with this provision may result in the immediate suspension
of all work until the required insurance has been reinstated or replaced. Delays in the completion
of work resulting from the failure of the CONTRACTOR to maintain the required insurance shall not
extend deadlines specified in this contract and any penalties and failure to perform assessments
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
shall be imposed as if the work had not been suspended, except for the CONTRACTOR’S failure to
maintain the required insurance.
The CONTRACTOR shall provide to the COUNTY as satisfactory evidence of the required insurance,
either:
Certificate of Insurance
or
Certified copy of the actual insurance policy
The County, at its sole option, has the right to request a certified copy of any or all insurance policies
required by this contract.
All insurance policies must specify that they are not subject to cancellation, non-renewal, material
change, or reduction in coverage unless a minimum of thirty (30) days prior notification is given to
the County by the insurer.
The acceptance and/or approval of the CONTRACTOR'S insurance shall not be construed as
relieving the CONTRACTOR from any liability or obligation assumed under this contract or imposed
by law.
The Monroe County Board of County Commissioners, its employees and officials will be included
as "Additional Insured" on all policies, except for Workers' Compensation.
XXXVIII.ENTIRE AGREEMENT
This agreement constitutes the entire agreement between the County and the Consultantfor the
services contemplated herein. Any amendments or revisions to this agreement must be in writing
and be executed in the same manner as this agreement.
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
IN WITNESS WHEREOF the parties hereto have executed this Agreement on the day and date first written
above in four (4) counterparts, each of which shall, without proof or accounting for the other counterparts be
deemed an original contract.
(SEAL)
Attest: KEVIN MADOK, CLERK OF COURTBOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLOIDA
By: By:
Deputy ClerkMayor
(SEAL) (INSERT CONSULTANT’S NAME HERE)
____________________________________
Attest:
By: By:
WITNESS
Title: Title:
By:
WITNESS
Title:
STATE OF
COUNTY OF
On this day of 2018, before me the person whose name is subscribed above, and who produced
as identification, acknowledged that he/she is the person who executed the above
Contract for the purposes therein contained.
Notary Public
Print Name
My commission expires: Seal
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
SECTION THREE: COUNTY FORMS
FORMS TO BE SUBMITTED WITH TABBED INFORMATION
(SEE SECTION ONE: K)
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
RESPONSE FORM
RESPOND TO: MONROE COUNTY PURCHASING OFFICE
HISTORIC GATO CIGAR FACTORY
ROOM 1-213
1100 SIMONTON STREET
KEY WEST, FLORIDA 33040
Name of Proposer: _____________________________________________________
I acknowledge receipt of Addenda Number(s): ___________
I have included:
Lobbying and Conflict of Interest Clause _______
Non-Collusion Affidavit _______
Drug Free Workplace Form _______
Public Entity Crime Statement _______
Insurance and Indemnification Statement _______
Local Preference Form (if applicable) _______
(Check mark items above, as reminder that they are included)
In addition, I have included a current copy of the following professional and occupational licenses:
Mailing Address: ________________________________________ Telephone: _______________
________________________________________ Fax: ___________________
________________________________________ Date: ___________________
Signed: ______________________________ Witness:_____________________________
______________________________ Witness: _____________________________
(Name)
______________________________
(Title)
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
LOBBYING AND CONFLICT OF INTEREST CLAUSE
SWORN STATEMENT UNDER ORDINANCE NO. 010-1990
MONROE COUNTY, FLORIDA
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 in violation of Section 2 of Ordinance No. 010-1990 or any County officer or employee in
violation of Section 3 of Ordinance No. 010-1990. For breach or violation of this provision the County may, in
its discretion, terminate this Agreement without liability and may also, in its discretion, deduct from the
Agreement or purchase price, or otherwise recover, the full amount of any fee, commission, percentage, gift,
or consideration paid to the former County officer or employee.”
___________________________________
(Signature)
Date: ______________________________
STATE OF:______________________________
COUNTY OF: ______________________________
Subscribed and sworn to (or affirmed) before me on _________________________(date) by
_______________________________________ (name of affiant). He/she is personally known to me or has
produced ______________________________________________ (type of identification) as identification.
____________________________________
NOTARY PUBLIC
My Commission Expires: ______________
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
NON-COLLUSION AFFIDAVIT
I, _______________________ of the city of _______________________ according to law on my oath, and under
penalty of perjury, depose and say that
a.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;
b.the prices in this bid have been arrived at independently without collusion, consultation,
communication or agreement for the purpose of restricting competition, as to any matter
relating to such prices with any other bidder or with any competitor;
c.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 knowinglybe disclosed by the bidder prior to bid
opening, directly or indirectly, to any other bidder or to any competitor; and
d.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;
e.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
My Commission Expires: ______________
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
DRUG-FREE WORKPLACE FORM
The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that:
(Name of Business)
1.Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or
use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against
employees for violations of such prohibition.
2.Inform employees about the dangers of drug abuse in the workplace, the business’ policy of maintaining a drug-
free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the
penalties that may be imposed upon employees for drug abuse violations.
3.Give each employee engaged in providing the commodities or contractual services that are under bid a copy of
the statement specified in subsection (1).
4.In the statement specified in subsection (1), notify the employees that, as a condition of working on the
commodities or contractual services that are under bid, the employee will abide by the terms of the statement
and will notify the employer of any conviction of, or plea of guilty or 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.Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program
if such is available in the employee’s community, or any employee who is so convicted.
6.Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section.
As the person authorized to sign the statement, I certify that this firm complies fully with the above requirements.
___________________________________
(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
My Commission Expires: ______________
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
PUBLIC ENTITY CRIME STATEMENT
“A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity
crime may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a
bid on a contract with a public entity for the construction or repair of a public building or public work, may not
submit bids on leases of real property to public entity, may not be awarded or perform work as a contractor,
supplier, subcontractor, or contractor under a contract with any public entity, and may not transact business
with any public entity in excess of the threshold amount provided in Section 287.017, for CATEGORY TWO for a
period of 36 months from the date of being placed on the convicted vendor list.”
I have read the above and state that neither ______________________ (Respondent’s name) nor any Affiliate
has been placed on the convicted vendor list within the last 36 months.
___________________________________
(Signature)
Date: ______________________________
STATE OF:______________________________
COUNTY OF: ______________________________
Subscribed and sworn to (or affirmed) before me on _____________________________(date) by
_______________________________________ (name of affiant). He/She is personally known to me or has
produced ______________________________________________ (type of identification) as identification.
____________________________________
NOTARY PUBLIC
My Commission Expires: ______________
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
INSURANCE AND INDEMNIFICATION STATEMENT
Notwithstanding any minimum insurance requirements prescribed elsewhere in this agreement, the Respondent
covenants and agrees that he shall defend, indemnify and hold the COUNTY and the COUNTY’s elected and appointed
officers and employees harmless from and against (i) any claims, actions or causes of action, (ii) any litigation,
administrative proceedings, appellate proceedings, or other proceedings relating to any type of injury (including death),
loss, damage, fine, penalty or business interruption, and (iii) any costs or expenses that may be asserted against, initiated
with respect to, or sustained by, any indemnified party by reason of, or in connection with, (A) any activity of Respondent
or any of its employees, agents, contractors in any tier or other invitees during the term of this Agreement, (B) the
negligence or willful misconduct of Respondent or any of its employees, agents, respondents in any tier or other invitees,
or (C) Respondent's default in respect of any of the obligations that it undertakes under the terms of this Agreement,
except to the extent the claims, actions, causes of action, litigation, proceedings, costs or expenses arise from the
intentional or sole negligent acts or negligent acts in part or omissions of the COUNTY or any of its employees, agents,
contractors or invitees (other than RESPONDENT). Insofar as the claims, actions, causes of action, litigation, proceedings,
costs or expenses relate to events or circumstances that occur during the term of this Agreement, this section will survive
the expiration of the term of this Agreement or any earlier termination of this Agreement.
In the event the completion of the project (including the work of others) is delayed or suspended as a result of the
Respondent’s failure to purchase or maintain the required insurance, the Respondent shall indemnify the County from
any and all increased expenses resulting from such delay.
In the event the work under this Agreement is delayed or suspended as a result of the Contractor’s failure to purchase or
maintain the required insurance, the Contractor shall indemnify the County from any and all increased expenses resulting
from such delay.
The first ten dollars ($10.00) of remuneration paid to the Respondent is for the indemnification provided for above.
The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements contained elsewhere
within this agreement.
RESPONDENT’S STATEMENT
I understand the insurance that will be mandatory if awarded the contract and will comply in full with all the
requirements.
Respondent Signature Date
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
LOCAL PREFERENCE FORM
A. Vendors claiming a local preference according to Ordinance 023-2009 must complete this form. Failure to complete
this form will result in disqualification from receiving local vendor preference.
Name of Bidder/Responder______________________________ Date: _______________________
1. Does the vendor have a valid receipt for the business tax paid to the Monroe County Tax Collector dated at least
one year prior to the notice or request for bid or proposal? __________ (Please furnish copy).
2. Does the vendor have a physical business address located within Monroe County from which the vendor
operates or performs business on a day to day basis that is a substantial component of the goods or services being
offered to Monroe County? _______________
Address: ________________________________________ Tel. Number: _____________________
B. Does the vendor/prime contractor intend to subcontract 50% or more of the goods, services or construction to local
businesses meeting the criteria above as to licensing and location? ____________ If yes, please provide:
1. Copy of Receipt of the business tax paid to the Monroe County Tax Collector by the subcontractor dated at
least one year prior to the notice or request for bid or proposal.
2. Subcontractor Address within Monroe County from which the subcontractor operates:
Address: ________________________________________ Tel. Number: _____________________
_________________________________________ ______________________________________
Signature and Title of Authorized Signatory for Print Name
Responder
STATE OF ____________________
COUNTY OF ___________________
On this _____ day of ______, 20_____, before me, the undersigned notary public, personally appeared
__________________________, known to me to be the person whose name is subscribed above or who produced
______________________as identification, and acknowledged that he/she is the person who executed the above Local
Preference Form for the purposes therein contained.
_______________________________________
Notary Public
_______________________________________
Print Name
My commission expires: _________________ Seal
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
SECTION FOUR: INSURANCE REQUIREMENTS
A. INSURANCE REQUIREMENTS FOR CONTRACT BETWEEN COUNTY AND CONSULTANT
Prior to the commencement of work governed by this contract, the Consultant shall obtain the following
insurance. Coverage shall be maintained throughout the life of the contract and include, as a minimum:
Insurance
Coverage Type Required Limits Manual
Form
Workers’ CompensationStatutory
Employers’ Liability$500,000 Bodily Injury by Accident
WC2
$500,000 Bodily Injury by Disease, policy limits
$500,000 Bodily Injury by Disease, each employee
Commercial General Liability $500,000 GL2
Vehicle Liability $300,000 VL2
Professional Liability$500,000 Per Occurrence
PRO2
$1,000,000 Annual Aggregate
All insurance should be provided by insurance companies that are licensed to do business in the State of Florida
with a minimum A. M. Best Rating of A+. The Monroe County Board of County Commissioners shall be named
as an Additional Insured.
B. GENERAL INSURANCE REQUIREMENTS FOR CONTRACTORS AND SUBCONTRACTORS:
As a pre-requisite of the work governed, the CONTRACTOR shall obtain, at his/her own expense, insurance as
specified herein, which is made part of this contract. The CONTRACTOR shall require all subcontractors to obtain
insurance consistent with the requirements specified in this Contract.
The CONTRACTOR will not be permitted to commence work governed by this contract (including pre-staging of
personnel and material) until satisfactory evidence of the required insurance has been furnished to the COUNTY
as specified below, and where applicable CONTRACTOR shall provide proof of insurance for all approved
subcontractors. Delays in the commencement of work, resulting from the failure of the CONTRACTOR to provide
satisfactory evidence of the required insurance, shall not extend deadlines specified in this contract and any
penalties and failure to perform assessments shall be imposed as if the work commenced on the specified date
and time, except for the CONTRACTOR’S failure to provide satisfactory evidence.
The CONTRACTOR shall maintain the required insurance throughout the entire term of this contract and any
extensions. Failure to comply with this provision may result in the immediate suspension of all work until the
required insurance has been reinstated or replaced. Delays in the completion of work resulting from the failure
of the CONTRACTOR to maintain the required insurance shall not extend deadlines specified in this contract and
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # __________
any penalties and failure to perform assessments shall be imposed as if the work had not been suspended,
except for the CONTRACTOR’S failure to maintain the required insurance.
The CONTRACTOR shall provide to the COUNTY as satisfactory evidence of the required insurance, either:
Certificate of Insurance
or
Certified copy of the actual insurance policy
The County, at its sole option, has the right to request a certified copy of any or all insurance policies required
by this contract.
All insurance policies must specify that they are not subject to cancellation, non-renewal, material change, or
reduction in coverage unless a minimum of thirty (30) days prior notification is given to the County by the
insurer.
The acceptance and/or approval of the CONTRACTOR'S insurance shall not be construed as relieving the
CONTRACTOR from any liability or obligation assumed under this contract or imposed by law.
The Monroe County Board of County Commissioners, its employees and officials will be included as "Additional
Insured" on all policies, except for Workers' Compensation.
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MONROE COUNTY, FLORIDA May 16, 2018
REQUEST FOR PROPOSALS # _____________
EXHIBIT “A”
SCOPE OF SERVICES
In order to provide the level of service desired by the Building Industry and the local citizens, the County is
accepting proposals for PROFESSIONAL SUPPORT SERVICES FOR PERMITTING PLAN REVIEW, INSPECTION
SERVICES AND PLANNING/ZONING DEVELOPMENT REVIEW. Responding firm(s) and/or individual(s) shall
provide and perform one, some or all of the following professional services, which shall constitute the General
Scope of Services under the covenants, terms and provisions of this Agreement.
A.BUILDING DEPARTMENT PLAN REVIEW AND INSPECTIONS (BUILDING/ELECTRIC/PLUMBING/
MECHANICAL/FLOOD/CODE COMPLIANCE):
The Building Department is seeking a Consultant to conduct building, plumbing, mechanical, electrical,
flood, and related Code complianceinspections, and plan review. Permit intake and issuance services
may also be needed. Work will include inspections and plan review for single family and multi-family
residential, commercial, office and/or industrial projects for compliance with the latest Florida Building
Code in effect. Plan review must be conductedpursuant to protocols established by the Building
Official at locations within the jurisdiction of the County that provide access to the relevant permit files
and plans, i.e. Upper Keys (Key Largo area); Middle Keys (Marathon area) and Lower Keys (Stock Island
area.) Consultant must be available to provide services to the County by employees available during
County’s business hours. Consultant should provide employees who are available to work up to 40
hours per work week. Some evening or weekend hours may be necessary, depending on workload.
Consultant’s employees should be very detail oriented, have good reasoning skills, work with checklists
to complete reviews and be able to work independently with minimum supervision. Minimum
licensure as exhibited in the attached “EXHIBIT D–Section 1 (Building)” is required.
B. PLANNING & ENVIRONMENTAL RESOURCES PLAN REVIEW
The Planning & Environmental Resources Department is seeking a Consultant to conduct zoning plan
review. Work will include review of site plans for residential, commercial, office, or industrial
development, sign and fence permits for compliance with the County’s land use standards contained
in the Land Development Code, as well as application and site plan review for compliance and review
of development applications (i.e. conditional uses, variances, land use, etc.)Plan review must be
conducted at the relevant County office to ensure access to permit files, plans, maps and human
resources when needed. Consultant must be available to provide services to the County by employees
available during County’s business hours. Consultant should provide employees who are available to
work up to 40 hours per work week. Some evening or weekend hours may be necessary, depending
on workload. Consultant’s employees should be very detail oriented, have good reasoning skills, work
with checklists to complete reviews and be able to work independently with minimum supervision.
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MONROE COUNTY, FLORIDAMay 16, 2018
REQUEST FOR PROPOSALS #____________
Minimum licensure as exhibited in the attached “EXHIBIT D –Section 2 (Planning) and Section 3
(Environmental Resources)” is required.
C. FIRE PREVENTION PLAN REVIEW AND INSPECTIONS
Consultant’s employeesmust be qualified with the following:
1.Florida State Certified Fire Protection Engineer specializing in sprinkler systems and fire alarm
systems, but qualified to review all aspects of structure and architectural design.
2.Florida State Certified Fire Safety Inspector I or II.
Minimum licensure/certificationas exhibited in the attached “EXHIBIT D –Section 4 (Fire)” is required.
D. GENERAL PROVISIONS
1.The Consultant’sservices will be performed on behalf of and solely for the benefit and exclusive
use of Countyfor the limited purposes set forth in this Agreement. Countyacknowledges that the
Consultant’sservices require decisions, which are based upon laws and jurisdiction, as well as best
professional standards and judgment.
2.In the performance or furnishing of professional services hereunder, the Consultant, and those it is
responsible for, shall exercise the degree of skill and care customarily accepted as prudent
professional practices and procedures by members of the same profession currently practicing
under similar conditions in the same locality ("Standard of Care"). Consistent with this Standard of
Care, the services shall conform to applicable laws; codes, ordinances and regulations of any
governmental agency having jurisdiction over the project, at the time services are rendered. The
shall perform its services within the response times provided herein and as
Consultant
expeditiously as is consistent with the Standard of Care and with the orderly progress of the Work.
3.The Consultant shall not be required to sign any documents, no matter by who requested, that
would result in the Consultant having to certify, guaranty or warrant the existence of conditions
whose existence the Consultant cannot ascertain. Any certification provided by the Consultant
shall be so provided based on the Consultant’s knowledge, information and belief subject to the
preceding sentence, and shall be given in the Consultant’s professional opinion consistent with the
Standard of Care.
4.Nothing contained in this Agreement is intended to create a contractual relationship with, or a
cause of action in favor of, a third party against either the Countyor the Consultant. The
Consultant’s services under this Agreement are being performed solely for the benefit of the
County and it is the intent of the parties that no person or other entity shall have any claim against
the County or the Consultant because of this Agreement. In addition, nothing herein shall be
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MONROE COUNTY, FLORIDAMay 16, 2018
REQUEST FOR PROPOSALS #____________
construed as creating a contractual relationship between the County and any employee or
representative of the Consultant.
5.The Consultant will be responsible for coordination of its work with County officials.
6.The Consultant at the conclusion of its review of each building permit, shall state in writing on forms
provided by the County whether the plans reviewed or the construction inspection passed or failed.
The Consultant will specify the legal reasons for a failed review or inspection, and the necessary
remedial actions.
7.The Consultant shall provide to the County clear, specific, and definite written final
recommendations and observations that support the Consultant’s recommendations and
conclusions regarding each building inspection and plan review.
8.Field inspections must be completed within response time of twenty-four hours of request, the
same or next business day, depending on when the call for inspection is received by the County
excluding weekends and CountyHolidays.
9.The Consultant guarantees that no work shall be performed on private sites within the County other
than assigned by the County,whether or not there is any remuneration to Consultant or
Consultant’s employees, whether employed by Consultant or acting as individuals, during the entire
term of this agreement. In addition, the Consultant shall not have any direct or indirect
relationships, business or otherwise, with any entity having an interest in any project(s) being
reviewed or inspected on behalf of the County. It shall be the responsibility of the Consultant to
inform the County and refrain from performing services on such jobs.
10.The Consultant shall not perform work of any kind or description within Monroe County for any
party other than the County during the term of this Agreement whether related or unrelated to the
types of services covered by or contemplated under this agreement or in any other location which
could create a conflict of interest.
11.All services shall be compensated at the hourly rates established in accordance with the attached
schedule, EXHIBIT “C”. However, the total compensation to the Consultant for services of the
Consultant shall not, correspondingly, increase above those stated in the attached schedule.
12.Tasks will be assigned by task number and given to the Consultant and to Consultant’s employee
on site. If Consultant directs its staff member to proceed with the task, Consultant shall
communicate that decision to the relevant County staff.
E. DESCRIPTION OF SERVICES
1.Building Department Services (under supervision of the Building Official)
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MONROE COUNTY, FLORIDAMay 16, 2018
REQUEST FOR PROPOSALS #____________
a)The Consultant is to perform building, plumbing, mechanical, electrical, flood, and related Code
complianceinspections,and plan review. Work to include inspections and plan review for single
and multi-family residential, commercial, office or industrial projects for compliance with the
technical codes applicable to the project.
b)Plan review must be conducted at the relevant County offices in Key Largo (2), Marathon and/or
Stock Island to ensure access to permit files and plans.
c)The County Building Official will oversee the duties performed by the consultant’s staff as
required by F.S. 468. The Consultant’s staff must be available to work up to 40 hours per week
as well as some evening and weekend hours depending on the workload.
2.Planning & Environmental Resources Department(under supervision of the Senior Director,
Planning and Environmental Resources)
a)The Consultantis to review site plans for residential, commercial, office, or industrial
development, sign and fence permits for compliance with County land use standards contained
in the Land Development Code, as well as application and site plan review for compliance with
the Land Development Code.
b)Plan review must be conducted at the relevant County offices in Key Largo (2), Marathon and/or
Stock Island to ensure access to permit files, plans, maps and human resources when needed.
c)County staff will advise and direct Consultant’s staffconcerning work approved under the task
order. The Consultant’s staff must be available to work between up to 40 hours per week as
well as some evening and weekend hours depending on the workload.
3.Fire Prevention Services (under supervision of the Fire Marshal)
a)The Consultant is to perform fire prevention inspections and plan review. Work to include
inspections and plan review for singleand multi-family residential, commercial, office or
industrial projects for compliance with the 2010 Florida Fire Prevention Code (and related
successors) and other codes as adopted by the State of Florida (by F.S. 633 and F.A.C. 69-A).
b)Plan review must be conducted at the relevant County offices to ensure access to permit files
and plans.
c)Consultant’s staff must be available to work between up to 40 hours per week as well as some
evening and weekend hours depending on the workload.
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L.1.a
MONROE COUNTY, FLORIDAMay 16, 2018
REQUEST FOR PROPOSALS #____________
d)Inspectors and plan reviewers must be Florida State CertifiedFire Protection Engineers
specializing in sprinkler systems and fire alarm systems, and qualified to review all aspects of
structure and architectural design. In addition, Consultant’s employees are required to be
Florida State Certified Fire Safety Inspector I or II.
F.SPECIAL CONDITIONS
1.The County reserves the right to ensure that all persons supplied under this contract meet the
requirements listed below. If at any time they do not meet these requirements the successful firm
shall immediately pull the assigned person and/or persons off the job at no cost to the County.
2.Temporary support personnel must be neat and clean experienced workers and drug free.
Temporary support personnel shall be mentally, emotionally, and physically competent to perform
the services required.
3.Temporary support personnel must provide their own transportation to and from the job site and
they are responsible for their own parking.
4.The Consultant must assume the employer/employee relationship. The County shall not be liable
for any workers’ compensation or Title VII of the Civil Rights Act claim that may arise from the
temporary assignment.
5.National Crime Information Center backgrounds and police checks may be done on temporary
support personnel by the County at any time during the contract period.
6.Persons employed by the Consultant in the performance of services pursuant to this contract shall
not be considered employees of the County, shall be independent thereof and shall have no claim
against the County as to pension, worker’s compensation, unemployment compensation,
insurance, salary, wages or other employee rights or privileges granted by operation of law or by
the County to its officers and employees.
7.The Consultant agrees to reimburse the County for any improper charges, which can be
documented as a result of the Consultant’s employee(s) making unauthorized long distance
telephone calls or other inappropriate use of County property while working at or on behalf of the
County.
8.Professional behavior and conduct will be demonstrated by Consultant’s employees at all times
while performing work assignments under this contract. All employees provided by Consultant
shall be required to dress in professional, conservative business-like attire, suitable for public
exposure. No jeans, T-shirts, or athletic shoes will be allowed, unless approved by the County
Department to which the temporary personnel are assigned. Consultant must provide its
employees with suitable safety attire including puncture proof footwear for work assignments
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MONROE COUNTY, FLORIDAMay 16, 2018
REQUEST FOR PROPOSALS #____________
conducted in the field. In addition, Consultant must provide its employees with all necessary
equipment and tools to perform tasks assigned under this agreement. Failure to be adequately
prepared for work assignments may result in rejection of the Consultant’s employees at no cost to
County.Identification cards provided by the County and the Consultant must be carried by
Consultant’s employees at all times during the performance of any duties under this agreement.
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FS
Standard
Plumbing Inspector
under the
Chapter 468
Page
provisions of
Inspections
Packet Pg. 1425
PLUMBING
Plans
Plan
468 FS
Standard
Review Plumbing Examiner
under the
provisions
of Chapter
FS
Standard
Inspector
under the
nty’s Building Department
Mechanical
Chapter 468
provisions of
Inspections
nment office, preferably in permitting, inspection or
Plans
Plan
MECHANICAL
468 FS
Standard
Review Examiner
under the
provisions
of Chapter
Mechanical
r state gover
468 FS
Standard Electrical
Inspector
under the
provisions
of Chapter
Commercial
Inspections
468 FS
Standard Electrical
Inspector
under the
provisions
of Chapter
Residential
ELECTRICAL
Plans
Plan
468 FS
Standard Electrical
Review Examiner
under the
provisions
of Chapter
EXHIBIT “C”XX
CFR
COST SUMMARY
Review
Floodplain review
of LDR Chapter 122,
under the provisions
FLOODPLAIN
Building
Standard
Inspector
under the
(including
Inspections
compliance)
compliance)
provisions of
related Code
(none for Code
Chapter 468 FS
STRUCTURAL
Plans
Plan
468 FS
Building
Standard
Review
Examiner
under the
provisions
of Chapter
plan review, demonstrating knowledge of current building codes, and have familiarity with processes and procedures of the Cou
issuance
SERVICE
Qualified candidates should have direct work experience in construction, engineering or architecture, or in a local, county o
Permit intake and
CUSTOMER
8
, 201
6
1
FIRM CAN
MINIMUM
DISCIPLINEDISCIPLINE
EXPERIENCE
FIRM NAME,
# OF CERTIFIED EMPLOYEES BY
NAME & PHONE
ACCOMMODATE
QUALIFICATIONS
HOURLY RATE BY
CHECK ALL BOXES
FOR WHICH YOUR
REGULAR HOURLY
RATE BY DISCIPLINE
ADDRESS, CONTACT
May EVENING/WEEKEND
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Packet Pg. 1426
NO EXCEPTIONS.
and State of Florida
Certified Fire Safety
Must be Florida State
to review all aspects of
Engineer; specializing in
Licensed Fire Protection
structure & architectural
sprinkler systems and fire
design
Special Large Projects
Inspector.
alarm systems, but qualified
FIRE
y inspections.
xisting (except 1& 2
Inspections
safet
Florida Certified Fire
Safety Inspector. Will
Code. Inspections will
Protection Engineer and
and e
conduct inspections on all
family dwellings). Enforce
the Florida Fire Prevention
suppressions, clean agents,
underground fire lines, LPG
types of buildings both new
sprinklers, fire alarms, hood
and fossil fuel tanks, and life
State of Florida Certified Fire
include, but not be limited to,
ineer and
tanks.
Plan Review
Florida Certified Fire
Safety Inspector with
experience. Fire Safety
commercial plan review
Protection EngInspector II Certification
life safety, sprinklers, fire
fire lines, LPG & fossil fuel
clean agents, underground
preferred. Plan review will per NFPA requirements for
alarms, hood suppressions,
State of Florida Certified Fire
include, but not be limited to,
Planning &
the
Inspections
knowledge of land
zoning, permitting,
with processes and
inspections or code
development codes,
planning, engineering,
development, planning,
preferably in community
architectural firm, or in a
Environmental Resources
Direct work experience in
issues and have familiarity
local, county or state office,
enforcement demonstrating
comprehensive plans, zoning Department (AICP Preferred)
procedures of
t
’
ZONING
nning &
Pla
Plan Review
knowledge of land
with processes and
inspections or code
office, preferably in
development codes,
planning, engineering,
architectural firm, or in a
Environmental Resources
Direct work experience in
community development,
issues and have familiarity
local, county or state gov
enforcement demonstrating
planning, zoning, permitting,
comprehensive plans, zoning Department (AICP Preferred)
procedures of the
PHONE
FIRM CAN
MINIMUM
DISCIPLINEDISCIPLINE
EXPERIENCE
FIRM NAME,
# OF CERTIFIED EMPLOYEES BY
NAME &
ACCOMMODATE
QUALIFICATIONS
HOURLY RATE BY
CHECK ALL BOXES
FOR WHICH YOUR
8 REGULAR HOURLY
RATE BY DISCIPLINE
ADDRESS, CONTACT
EVENING/WEEKEND
, 201
6
1
May
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Name
Name
Name
Name
(NAME OF FIRM - RESPONDENT)
Name
License Information for Staff Assigned to Contract
EXHIBIT "D" - SECTION ONE - BUILDING DEPARTMENT
LICENSE DESCRIPTION
Instructions: For each employee to be provided to Monroe County under this RFP, list employee's name at top of column and put the applicable license number in the corresponding row.
Attach copies of all licenses to this spreadsheet. Use additional sheets if necessary to cover all employees.C10HIC Contractor, ElectricalCertified Building ContractorCertified Floodplain
ManagerCertified Plumbing ContractorCoastal Construction InspectorDBPR Examiner, Plans, 1&2 Family DwellingsDBPR Examiner, Plans, BuildingDBPR Examiner, Plans, ElectricalDBPR Examiner,
Plans, Plumbing/MechanicalDBPR Inspector, 1&2 Family DwellingsDBPR Inspector, BuildingDBPR Inspector, ElectricalDBPR Inspector, Plumbing/MechanicalDBPR, Building Code AdministratorDisaster
Service Worker Building InspectorFloodplain ManagerICC Building Official, Legal & Mgmt. ModuleICC Certified Building OfficialICC Examiner, Plans, BuildingICC Examiner, Plans, ElectricalICC
Inspector, BuildingICC Inspector, Building, ResidentialICC Inspector, Combination, ResidentialICC Inspector, ElectricalICC Inspector, Electrical, ResidentialICC Inspector, Mechanical,
ResidentialICC Inspector, Plumbing, CommercialICC Inspector, Plumbing, ResidentialPermit Technician CertificationProperty Maintenance & Housing Inspector
201
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Name
Packet Pg. 1428
Name
Name
Name
(NAME OF FIRM - RESPONDENT)
Name
EXHIBIT "D" - SECTION TWO - PLANNING License Information for Staff Assigned to Contract
LICENSE DESCRIPTION
201
Instructions: For each employee to be provided to Monroe County under this RFP, list employee's name at top of column and put the applicable license number in the corresponding row.
Attach copies of all licenses to this spreadsheet. Use additional sheets if necessary to cover all employees.1.American Institute of Certified Planners (AICP)234
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Name
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Name
Name
Name
(NAME OF FIRM - RESPONDENT)
Name
License Information for Staff Assigned to Contract
EXHIBIT "D" - SECTION THREE - ENVIRONMENTAL RESOURCES
LICENSE DESCRIPTION
201
,
Instructions: For each employee to be provided to Monroe County under this RFP, list employee's name at top of column and put the applicable license number in the corresponding row.
Attach copies of all licenses to this spreadsheet. Use additional sheets if necessary to cover all employees.1.FLORIDA REGISTERED LANDSCAPE ARCHITECT (RLA)2.PROFESSIONAL WETLAND SCIENTIST
(PWS)3.CERTIFIED ECOLOGIST (CE)4.CERTIFIED ENVIRONMENTAL PROFESSIONAL (CEP)
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Name
Packet Pg. 1430
Name
Name
Name
(NAME OF FIRM - RESPONDENT)
Name
License Information for Staff Assigned to Contract
EXHIBIT "D" - SECTION FOUR - FIRE DEPARTMENT
LICENSE DESCRIPTION
01
2
,
LORIDA STATE CERTIFIED FIRE SAFETY INSPECTOR I OR IILORIDA STATE CERTIFIED FIRE PROTECTION ENGINEER
FF
.
Instructions: For each employee to be provided to Monroe County under this RFP, list employee's name at top of column and put the applicable license number in the corresponding row.
Attach copies of all licenses to this spreadsheet. Use additional sheets if necessary to cover all employees.1.2