Item C26 BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: 3/19/2014 Division: Community Services
Bulk Item: Yes X No Department: Social Services
Staff Contact Person: Sheryl Graham (305) 292-45 10
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AGENDA ITEM WORDING: Approval of Memorandum of Understanding between Habitat for
Humanity and Monroe County Board of County Commissioners (Social Services/In Home Services).
ITEM BACKGROUND: The Green Jobs and Futures project is a collaborative project between
Monroe County Social Services, City of Key West Sustainability office, Monroe County School Board
and Habitat for Humanity. The Green Jobs and Futures project is designed to instruct Key West High
School's Solar Energy Class in the methods of green building technologies to make them more
employable locally. This collaboration will also assist 150 local residents by providing free energy
audits and materials to make their homes more energy efficient.
PREVIOUS RELEVANT BOCC ACTION: N/A
CONTRACT/AGREEMENT CHANGES: N/A
STAFF RECOMMENDATIONS: Approval
TOTAL COST: 0 BUDGETED: Yes No
COST TO COUNTY: $ 0 SOURCE OF FUNDS: Grant funds
REVENUE PRODUCING: Yes N/A No AMOUNT PER: MONTH: YEAR:
APPROVED BY: County AttyOk4 OMB/Purchasing Risk Management
DOCUMENTATION: Included x Not Required To Follow
DISPOSITION: AGENDA ITEM #
Revised 8/06
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract with: Habitat for Humanity Contract: MOU
Effective Date: 03/19/2014
Expiration Date: 09/30/2014
Contract Purpose/Description: Approval of a Memorandum of Agreement between Habitat for Humanity and
Monroe County Board of County Commissioners(Social Services/In Home Services).
Contract Manager: Sheryl Graham (305) Social Services/Stop 1
292-4510
(Name — (Ext.) (Department/Stop#)
For BOCC meeting on 03/19/2014 Agenda Deadline: 03/04/2014
CONTRACT COSTS
Total Dollar Value of Contract: approx. $9,436.00 Current Year Portion: $_
Budgeted?Yes No Cl Account Codes: - - -
County Match: 0 - - - -
Additional Match: - - - -
Total Match: 0 ADDITIONAL COSTS
Estimated Ongoing Costs: $ lyr For:
(Not included in dollar value above) (e.g.Maintenance,utilities,janitorial,salaries,etc)
CONTRACT REVIEW
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Changes Date Out
Date/Ins Needed evie� ,
Division Director � Yes I No
Risk Management ! Yes[ No
O.M.B.1Pur basing hJ a. Yes I No kill
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County Attorney Yes [: Noy t
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Comments:
OMB Form Revised 2/27/01 MCP#2
MEMORANDUM OF UNDERSTANDING
MONROE COUNTY
HABITAT FOR HUMANITY
This MEMORANDUM OF UNDERSTANDING is made and entered into this day
of , 2014 by and between the Monroe County Board Of County Commissioners,
a political subdivision of the State of Florida, whose address is 1100 Simonton Street, Key West,
Florida 33040, hereinafter to as "COUNTY," and Habitat for Humanity of Key West and the
Lower Florida Keys, Inc., hereinafter referred to as "HABITAT."
WITNESSETH
WHEREAS, the Key West Board of City Commissioners, sitting as the Community
Redevelopment Area Commission (CRAG) ratified the recommendations of the Bahama Village
Advisory Committee on the ranking and approval for funding of the application by HABITAT
for the Green Jobs and Futures pilot program awarding $61,213.00 on February 4, 2014 to be
expended in the Bahama Village Community Redevelopment Area (BVCRA) to provide energy
audits and simple energy efficient materials for 150 homes, and
WHEREAS, the COUNTY, through its Social Services Division and Community
Outreach Division operates the Weatherization Assistance Program (WAP) to reduce the energy
burden of home owners and residents and administers the Low Income and Home Energy
Assistance Program (LIHEAP) assistance program for qualified individuals, and
WHEREAS, the Green Jobs and Futures pilot program has a Technical Advisory
Committee with representatives from HABITAT, the Monroe County School District, the City of
Key West Sustainability Program and the Monroe County Weatherization Assistance Program
(WAP) each with defined roles in implementing the program to train high school students in the
spring and summer of 2014 to coordinate the outreach, simple energy audits and distribution of
materials in the BVCRA in accordance with the application for CRTF filed by HABITAT, and
WHEREAS, the goal of the Green Jobs and Futures pilot program is to grow into a
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County-wide program, creating a green building vocational class for Keys' students to become
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more employable locally and to help low-income Keys residents better afford their homes.
NOW THEREFORE, in consideration of the mutual benefit set forth herein, the
COUNTY and HABITAT agree as follows:
1. TERM - The term of this Agreement is from March 1, 2014 through September 30, 2014,
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the date of the si,,natures by the parties notwithstanding, unless earlier terminated as
provided herein.
2. SERVICES - The COUNTY will provide a Weatherization Inspector as the
Weatherization Foreman and Trainer for Phase I to advise on training, equipment, and to
oversee the energy audits performed by student volunteers working for HABITAT. The
Weatherization Inspector's time will be reimbursed by Habitat for Humanity of Key West
and shall not exceed 350 hours at the rate of$26.96/hr. The Habitat for Humanity of Key
West funding source shall come from City of Key West grant number BV1402 under
separate agreement between Habitat for Humanity of Key West and the City of Key
West. The COUNTY will permit its weatherization equipment to be used for the above
purposes under the direct control of the Weatherization Inspector.
3. GRANT ADMINISTRATION - HABITAT has and will maintain general liability
insurance and volunteer liability insurance policies for all of the field work done by
students who will be registered as HABITAT volunteers. HABITAT will supervise the
field work where the student volunteers conduct door to door outreach, arrange for simple
energy audits and distribute energy efficient materials.
4. INCORPORATION BY REFERENCE - The provisions of those certain documents in
the application and award process of the Community Redevelopment Trust Funds to
HABITAT for the 2014 funding cycle for the Green Jobs and Future application for the
Bahama Village Community Redevelopment Area(Executive Summary attached, Exhibit
A) and all laws, rules and regulations relating thereto are incorporated by reference.
5. FINANCIAL RECORDS OF PROVIDER - HABITAT shall maintain all books, records,
and documents directly pertinent to performance under this Agreement in accordance
with generally accepted accounting principles consistently applied. Each party to this
Agreement or their authorized representatives shall have reasonable and timely access to
such records of each other party to this Agreement for public records purposes during the
term of the Agreement, and any renewals thereof, for four years following the
termination of this Agreement or any subsequent renewal. Knowingly furnishing the
County with a false accounting report under the provisions of this Agreement will
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constitute a default by HABITAT and the COUNTY, at its option, may immediately
terminate this Agreement. If an auditor employed by the COUNTY or Clerk of Court
determines that monies collected pursuant to this Agreement were spent for purposes not
authorized by this Agreement, the Provider shall repay the monies together with interest
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calculated pursuant to Sec. 55.03, FS, running, from the date the monies were collected by
Provider.
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6. PUBLIC ACCESS - Pursuant to Florida Statute §119.070 1, HABITAT 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 in the 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 contractor 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
technology systems of Monroe County.
7. HOLD HARMLESS AND INSURANCE - Notwithstanding any minimum insurance
requirements prescribed elsewhere in this agreement, HABITAT 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 HABITAT or any of its employees, agents, contractors or other invitees during the
term of this Agreement, (B) the negligence or willful misconduct of HABITAT or any of
its employees, agents, sub-contractors or other invitees, or (C) HABITAT'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 omissions of the COUNTY
or any of its employees, agents, contractors or invitees (other than HABITAT). 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
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Agreement.
The extent of liability is in no way limited to, reduced, or lessened by the insurance
requirements contained elsewhere within this agreement. Failure of Provider to comply
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with the requirements of this section shall be cause for immediate termination of this
agreement.
Prior to execution of this agreement, Provider shall furnish the County Certificates of
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Insurance indicating the minimum coverage limitations in the following amounts:
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WORKERS COMPENSATION AND EMPLOYER'S LIABILTIY INSURANCE.
Where applicable, coverage to apply for all employees and student volunteers at a
minimum statutory limits as required by Florida Law. Employer's Liability coverage
shall be maintained with minimum limits of:
$100,000 Bodily Injury by Accident
$500,000 Bodily Injury by Disease, policy limits
$100,000 Bodily Injury by Disease, each employee
COMPREHENSIVE AUTOMOBILE VEHICLE LIABILITY INSURANCE. Motor
vehicle liability insurance, including applicable no-fault coverage, with limits of liability
of not less than $1,000,000.00 per occurrence, combined single limit for Bodily Injury
Liability and Property Damage Liability. Coverage shall include all owned vehicles, all
non-owned vehicles, and all hired vehicles.
COMMERCIAL GENERAL LIABILITY. Commercial general liability coverage with
limits of liability of not less than $1,000,000.00 per occurrence combined single limit for
Bodily Injury Liability and Property Damage Liability. Monroe County and the Monroe
County Board of County Commissioners shall be included as an Additional Insured on all
General Liability policies.
CERTIFICATES OF INSURANCE. Original Certificates of Insurance shall be provided
to the COUNTY at the time of execution of this Agreement and certified copies provided
if requested. Each policy certificate shall be endorsed with a provision that not less than
thirty(30) calendar days' written notice shall be provided to the County before any policy
or coverage is canceled or restricted. The underwriter of such insurance shall be qualified
to do business in the State of Florida. If requested by the County Administrator, the
insurance coverage shall be primary insurance with respect to the County, its officials,
employees, agents and volunteers.
10. NON-WAIVER OF IMMUNITY - Notwithstanding the provisions of Sec. 768.28,
Florida Statutes, the participation of COUNTY and HABITAT in this Agreement and the
acquisition of any commercial liability insurance coverage, self-insurance coverage, or
local oovernment liability insurance pool coverage shall not be deemed a waiver of
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immunity to the extent of liability coverage, nor shall any Agreement entered into by the
County be required to contain any provision for waiver.
11. INDEPENDENT CONTRACTOR - At all times and for all purposes under this
agreement HABITAT is an independent contractor and not an employee of the Board of
County Commissioners of Monroe County. No statement contained in this agreement
shall be construed so as to find HABITAT or any of its employees, sub-contractors,
volunteers, servants, or agents to be employees of the Board of County Commissioners of
Monroe County.
12. NONDISCRIMINATION - COUNTY and HABITAT agree that there will be no
discrimination against any person, and it is expressly understood that upon a
determination by a court of competent jurisdiction that discrimination has occurred, this
Agreement automatically terminates without any further action on the part of any party,
effective the date of the court order. HABITAT agrees to comply with all Federal and
Florida statutes, and all local ordinances, as applicable, relating to nondiscrimination.
These include but are not limited to: 1) Title VI of the Civil Rights Act of 1964 (PL 88-
352) which prohibits discrimination on the basis of race, color or national origin; 2) Title
IX of the Education Amendment of 1972, as amended (20 USC ss. 1681-1683, and 1685-
1686), which prohibits discrimination on the basis of sex; 3) Section 504 of the
Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination
on the basis of handicaps; 4) The Age Discrimination Act of 1975, as amended (42 USC
ss. 6101-6107) which prohibits discrimination on the basis of age; 5) The Drug Abuse
Office and Treatment Act of 1972 (PL 92-255), as amended, relating to
nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and
Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-616), as
amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7)
The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ee-
3), as amended, relating to confidentiality of alcohol and drug abuse patient 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) Any other nondiscrimination
provisions in any Federal or state statutes which may apply to County and Provider, or
the subject matter of, this Agreement.
13. ASSIGNMENT/SUBCONTRACT - HABITAT shall not assign or subcontract its
obligations under this agreement to others, 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
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paragraph shall be incorporated by reference into any assignment or subcontract and any
assignee or sub 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.
14. COMPLIANCE WITH LAW AND LICENSE REQUIREMMENTS - In providing all
services/goods pursuant to this agreement, HABITAT shall abide by all laws of the
Federal and State government, ordinances, rules and regulations pertaining to, or
regulating the provisions of, such services, including those now in effect and hereinafter
adopted. Compliance with all laws includes, but is not limited to, the immigration laws of
the Federal and State government. 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 Agreement. HABITAT shall possess proper licenses to perform h the
work contemplated in this Agreement.
15. DISCLOSURE AND CONFLICT OF INTEREST - HABITAT represents that it, its
directors, principles 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 Sect. 112.311, et. seq.,
Florida Statutes. COUNTY agrees that officers and employees of the County recognize
and will be required to comply with the standards of conduct for public officers and
employees as delineated in Section 112.313, Florida Statutes, 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.
16. NO PLEDGE OF CREDIT - HABITAT shall not pledge the COUJNTY's credit or make
it a guarantor of payment or surety for any contract, debt, obligation, judgment, lien, or
any form of indebtedness. HABITAT further warrants and represents that it has no
obligation or indebtedness that would impair its ability to fulfill the terms of this
Agreement.
17. NOTICE REQUIREMENT - 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 COUNTY:
Sheryl Graham
1100 Simonton St., Suite 2-256
Key West, Fl. 33040
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For HABITAT:
Mark Moss
2409 N. Roosevelt Blvd. #15
Kew West, FL 33040
18. TAXES - COUNTY is exempt from payment of Florida State Sales and Use taxes.
HABITAT 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 HABIAT authorized to use the County's Tax Exemption Number in securing such
materials. HABITAT shall be responsible for any and all taxes, or payments of
withholding, related to services rendered under this agreement.
19. TERMINATION - Unless the COUNTY has accepted in writing a delay in the
performance of the HABITAT's duties and responsibilities, the failure to perform said
duties and/or responsibilities shall constitute a breach of the HABITAT's obligations
under the terms of this agreement. In the case of a breach the Social Services Director
shall first give HABITAT a written notification stating the breach. HABITAT shall be
notified that it has 7 days to correct the breach. If the nature of the breach is such that it
cannot be cured in 7 days, HABITAT shall inform the COUNTY in writing of the reason
why the breach cannot be cured in 7 days and shall provide a written plan showing how
the breach will be cured in a timely manner. If HABITAT has not corrected the breach at
the end of the 7 days or if HABITAT has provided a cure plan, which HABITAT has
failed to timely and diligently execute, then the COUNTY may immediately cancel the
Agreement in its discretion.
20. GOVERNING LAW, VENUE, INTERPRETATION, COSTS, AND FEES -This
Agreement shall be governed by and construed in accordance with the laws of the State
of Florida applicable to Agreements made and to be performed entirely in the State. In
the event that any cause of action or administrative proceeding is instituted for the
enforcement or interpretation of this Agreement, the COUNTY and HABITAT agree that
venue will lie in the appropriate court or before the appropriate administrative body in
Monroe County, Florida.
21. MEDIATION - The COUNTY and HABITAT agree that, in the event of conflicting
interpretations of the terms or a term of this Agreement by or between any of them the
issue shall be submitted to mediation prior to the institution of any other administrative or
legal proceeding. Mediation proceedings initiated and conducted pursuant to this
Agreement shall be in accordance with the Florida Rules of Civil Procedure and usual
and customary procedures required by the circuit court of Monroe County.
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22. SEVERABILITY - If any term, covenant, condition or provision of this Agreement (or
the application thereof to any circumstance or person) shall be declared invalid or
unenforceable to any extent by a court of competent jurisdiction, the remaining terms,
covenants, conditions and provisions of this Agreement, shall not be affected thereby;
and each remaining term, covenant, condition and provision of this Agreement shall be
valid and shall be enforceable to the fullest extent permitted by law unless the
enforcement of the remaining terms, covenants, conditions and provisions of this
Agreement would prevent the accomplishment of the original intent of this Agreement.
The COUNTY and HABITAT agree to reform the Agreement to replace any stricken
provision with a valid provision that comes as close as possible to the intent of the
stricken provision.
23. ATTORNEY'S FEES AND COSTS - COUNTY and HABITAT 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
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be entitled to reasonable attorney's fees and court costs. Each party agrees to pay its own
court costs, investigative, and out-of-pocket expenses whether it is the prevailing party or
not, through all levels of the court system.
24. ADJUDICATION OF DISPUTES OR DISAGREEMENTS - COUNTY and HABITAT
agree that all disputes and disagreements shall be attempted to be resolved by meet and
confer sessions between representatives of each of County and Provider. If no resolution
can be agreed upon within 30 days after the first meet and confer session, the issue or
issues shall be discussed at a public meeting of the Board of County Commissioners. If
the issue or issues are still not resolved to the satisfaction of COUNTY and HABITAT,
then any party shall have the right to seek such relief or remedy as may be provided by
this Agreement or by Florida law.
25. COOPERATION - In the event any administrative or legal proceeding is instituted
against either party relating to the formation, execution, performance, or breach of this
Agreement, COUNTY and HABITAT agree to participate, to the extent required by the
other party, in all proceedings, hearings, processes, meetings, and other activities related
to the substance of this Agreement or provision of the services under this Agreement.
COUNTY and HABITAT specifically agree that no party to this Agreement shall be
required to enter into any arbitration proceedings related to this Agreement.
26. BINDING EFFECT - The terms, covenants, conditions, and provisions of this Agreement
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shall bind and inure to the benefit of COUNTY and HABITAT and their respective legal
representatives, successors, and assigns.
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27. AUTHORITY - Each party represents and warrants to the other that the execution,
delivery and performance of this Agreement have been duly authorized by all necessary
County and corporate action, as required by law.
28. CLAIMS FOR FEDERAL OR STATE AID - HABITAT and COUNTY agree that each
shall be, and is, empowered to apply for, seek, and obtain federal and state funds to
further the purpose of this Agreement; provided that all applications, requests, grant
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proposals, and funding solicitations shall be approved by each party prior to submission.
29. PRIVILEGES AND IMMUNITIES - All of the privileges and immunities from liability,
exemptions from laws, ordinances, and rules and pensions and relief, disability, workers'
compensation, and other benefits which apply to the activity of officers, agents, or
employees of any public agents or employees of the COUNTY, when performing their
respective functions under this Agreement within the territorial limits of the County shall
apply to the same degree and extent to the performance of such functions and duties of
such officers, agents, volunteers, or employees outside the territorial limits of the County.
30. LEGAL OBLIGATIONS AND RESPONSIBILITIES - This Agreement is not intended
to, nor shall it be construed as, relieving any participating entity from any obligation or
responsibility imposed upon the entity by law except to the extent of actual and timely
performance thereof by any participating entity, in which case the performance may be
offered in satisfaction of the obligation or responsibility. Further, this Agreement is not
intended to, nor shall it be construed as, authorizing the delegation of the constitutional or
statutory duties of the COUNTY, except to the extent permitted by the Florida
constitution, state statute, and case law.
31. NON-RELIANCE BY NON-PARTIES - No person or entity shall be entitled to rely
upon the terms, or any of them, of this Agreement to enforce or attempt to enforce any
third-party claim or entitlement to or benefit of any service or program contemplated
hereunder, and the COUNTY and HABITAT agree that neither the COUNTY nor
HABITAT or any agent, officer, or employee of either shall have the authority to inform,
counsel, or otherwise indicate that any particular individual or group of individuals, entity
or entities, have entitlements or benefits under this Agreement separate and apart, inferior
to, or superior to the community in general or for the purposes contemplated in this
Agreement.
32. ATTESTATIONS — HABITAT agrees to execute such documents as the COUNTY may
reasonably require, to include a Public Entity Crime Statement, an Ethics Statement, and
a Drug-Free Workplace Statement.
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33. NO PERSONAL LIABILITY - No covenant or agreement contained herein shall be
deemed to be a covenant or agreement of any member, officer, agent or employee of
Monroe County in his or her individual capacity, and no member, officer, agent or
employee of Monroe County shall be liable personally on this Agreement or be subject to
any personal liability or accountability by reason of the execution of this Agreement.
34. EXECUTION IN COUNTERPARTS - This Agreement may be executed in any number
of counterparts, each of which shall be regarded as an original, all of which taken
together shall constitute one and the same instrument and the COUNTY and HABITAT
may execute this Agreement by signing any such counterpart.
35. 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.
36. MUTUAL REVIEW - This agreement has been carefully reviewed by HABITAT and the
COUNTY, therefore this agreement is not to be construed against either party on the
basis of authorship.
IN WITNESS WHEREOF the COUNTY and HABITAT have executed this Agreement
on the day and date first written above in three (3) counterparts, each of which shall, without
proof or accounting for the other counterparts,be deemed an original contract.
(SEAL) BOARD OF COUNTY COMMISSIONERS
ATTEST: AMY HEAVILIN, CLERK OF MONROE COUNTY, FLORIDA
By By
Clerk Mayor/Chairperson
WITNESSES: HABITAT FOR HUMANITY OF KEY
WEST
Title: ' _xe c t .c
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Date_
EXHIBIT A
On
Community Redevelopment Area ,
Application for of the Community Redevelopment Trust Fund
Tax Increment Appropriation:
For the Bahama Village Subarea
2014 Allocation Year
A. PROJECT NAME: Green Jobs & Futures
B. PROJECT LOCATION/ADDRESS: Various residences and commercial properties in Bahama Village
C. APPLICANT (PLEASE EXECUTE ATTACHED AUTHORIZATION FORMS)
Entity : Habitat For Humanity, Key West /Lower Kew
Authorized Representative Mark Moss
Role or Capacity of Authorized Representative: Executive Director
Address 2409 N. Roosevelt Blvd, 415, Key West, FL 33040
Telephone Number 305)294-9006
Cellular Number (305) 360-2353
E-Mail Address buildit�habitatlowerke s.org
4. Total Project Cost: $94,563
5. Amount of TIF Funding Requested: $61,213_(65%)
6. Total Amount of matching funds provided: $33,350_(35%)
Program Description and how it meets specific objectives of the CRA Plan
Green Jobs & Futures Overview w „ �
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Mission: + ?� tr JOB
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To help low income residents better afford their homes; IN
• To involve students in creating a better future;
• To teach life skills in maintaining a home;
• To provide a pathway to affordable, local jobs. -GRH
VM OBS
Need NOW
The average home can easily obtain a 15-35% reduction in
energy and water bills by employing simple, low tech solutions.
Studies also show that one on one consultation on energy and
water behaviors can reduce water and energy use by another 25-30%. In an area where a major proportion of
income goes to shelter and food, any reduction will help to alleviate the symptoms of blight in the short and
long term.
Overview
Green lobs & Futures will involve local high school students in hands-on energy and water efficiency projects
that will help 150 homes in Bahama Village reduce their monthly bills. The project is based on similar
successful efforts across the U.S, most notably Neighborhood Reach, an award-winning program run by
Tallahassee City Utility. Spring
The program is advised through a Technical Assistance Team consistin(Y of:
• Habitat's Executive Director • Keys Energy Services Auditors
• Key West High School's Solar Energy Teacher • Florida Kevs Aqueduct Authority Auditors
• Monroe County School District's • City of Key West's Sustainability Coordinator
Adult/Alternative Education Director • Local former Energy Contractor
• Monroe County's Weatherization Inspector
The Spring Student Phase (details below) of this project will involve real-world application of reading, writing
and arithmetic, as well as customer service training to offer simple energy and water retrofit services door to
door in Bahama Village, and conduct professional audits to find any larger issues that may need to be
addressed. All work will be supervised and inspected by a qualified foreman: the Monroe County
Weatherization Inspector.
The Summer Internship Phase (details below) of this project will triage those larger energy and water
inefficiencies found and fix as many of them as time and money allow. The internship will also have a strong
job preparedness component and will be open to both Spring Phase students and other community youth who
want to get involved. All work will be supervised and inspected by a qualified foreman: Habitat for Humanity
Executive Director.
The students and interns will both summarize their assessments and work accomplished in a final report that
will not only document money saved, but also begin a housing stock assessment for Bahama Village.
Phase 1 - Spring Surveys & Weatherization
Student teams of six (consisting of two ambassadors,two auditors and two installers) from Key West High
School's Solar Energy class will conduct water and energy audits of Bahama Village buildings, consult with the
property owner, and then install a wide variety of basic energy and water efficiency upgrades:
• INTRODUCTION: The Ambassador/Leadership pair will perform initial door to door visits, explaining
the program and setting up appointments for the Audit and Installer teams to visit.
• AUDIT: During the appointment, the Audit pair will arrive first and begin an interview/tour of the
building, noting need for basic and phase 2 upgrades. The Audit pair will create a work
order/authorization for the building owner to sign, mobilizing the installer team.
• INSTALLATION: The Installer pair will work from the authorization, performing a wide variety of
simple upgrades (CFL lightbulbs, water heater insulation, HVAC filters, weather stripping, door sweeps,
poly tape, air filters. foam insulation, polyurethane foam, showerheads, faucet aerators).
• REVIEW: The Ambassador,/Leadership pair will perform final inspection and explain to the
occupant/owner what changes have been made, what further priority efficiency projects are advisable
(Page 18), and what behavioral changes can further assist in reducing their bills.
• REPORTING: Back in the classroom, the whole team will summarize their findings and
accomplishments and present them to the rest of the class.
• SUCCESSES: Students will track overall program success by comparing estimated and actual
reductions in water and energy bills. The Spring Phase report will summarize expected savings. The
Final report presented to the BV RAC in September of 2014 will present actual results.
Page 2of12
Phase 2 - Summer Follow lip
Habitat partner with A Positive Step to hire ten youth for an eight-week summer internship, beginning mid-June
and ending mid-August. Habitat and A Positive Step have a successful history of running construction
internship programs, and will only need to alter their curriculum slightly to specifically address any energy and
water projects identified
'_next Steps
The Spring Phase Key West High Schools two Solar Energy classes (predominately honors seniors). During
this pilot, the Technical Assistance Team will be working with the Monroe County School District's Adult and
Alternative Education Director to develop a true vocational class for FY2015 that would serve youth less likely
to be going on to college. Underclassmen (sophomores and juniors) will be invited to shadow the effort in order
to build excitement for the FY2015 vocational class.
Program Maintenance
The pilot is the product of a new and innovative partnership between Habitat and the Monroe County School
District, Monroe County Weatherization Program, and City of Key West Sustainability program. The
Technical Advisory Team intends to further grow this program to become a true vocational program as well as
complete basic weatherization and audits on 100% of Bahama Village housing stock.
Lessons learned during this first year will help us build a better class and field experience for the FY2015
vocational class. We will be working hand and hand with the School Districts Adult/Alternative Education
Director to make this a credential earning class. The vocational class will also provide for already trained
students for the Summer Internship program as well as to possibly intern with other local contractors.
This project is sustainable because green building is a fast growing market and one in which the State of Florida
and City of Key West are helping to create the demand. All new School board, State and City buildings must
be green certified. Recently approved by the City's Planning Board for consideration by the City Commission
is the new Building Permit Allocation System, which requires all new residential units to be green certified.
The State of Florida has identified"Clean Tech" (which includes green building, clean energy generation,
energy efficient products, green buildings, biofuels, etc) as one of its primary industry sectors.
Green building is one of the faster growing job markets, and therefore there are many sources of outside
funding the effort intends to seek additional funds from for in the future. We are already working in partnership
with A Positive Step and the Monroe County Juvenile System on a Youth Build USA grant to help grow this
program Keys wide.
This pilot will be a crucial first step in proving that we can work inter-generationally to alleviate current blight
and build a more promising future.
Page 3 of 12
Roles and Responsibilities of Technical Advisory Team
Entity Person Duties
Habitat for Humanity Mark Moss Project Manager/Daily Operations
Materials Ordering
Habitat for Humanity Bookkeeper
Financial Reporting
Key West High School Joylyn Smith Phase l Curriculum Lead
Phase 1 Guest Speaker Lead
j Phase 1 and Final Program Reports Support
Key West High School ; Melanie Phase 1 Curriculum Support
Stefcowitz FY2015 Curriculum Lead
Vocational Certification Lead
Key West High School Ed Smith PR Video Team Lead
Monroe County Matt Massoud Phase I Weatherization Foreman 1 Trainer
j Phase 1 Program Reports Lead
Keys Eneml Services Auditors Energy Audit Training Lead
Florida Keys Aqueduct Authority Auditors Water Audit Training Lead
City of Kev West Alison Higgins Technical Advisory Board
A Positive Step Billy Davis Phase 2 Recruitment&Job Skills Training Lead
Bahama Village Redevelopment Objectives and Strategies:
Primary Objective#1: Recognition of Unique Community Characteristics
Bahama Village is a front porch neighborhood, where face-to-face conversation and intergenerational ties are
the key to community cohesiveness. Because this program involves door-to-door outreach, residents are met
on their terms and have a chance to have a conversation about how energy and water affects their monthly
budget. Pairing the students with our residents, businesses and non-profits in Bahama Village also helps the
students understand an important part of our island heritage and learn from our elders. In the field pairing of
Solar Energy students with Bahama Village underclassmen will also help interest students from the area into
becoming involved with the program next year.
Primary Objective 42: Innovative Use of Transportation, Pedestrian and Open View Corridors
Students will do pedestrian and bicycle scoring in the neighborhoods in which they work. These reports will
help inform the upcoming Bicycle and Pedestrian Master Plans for the whole island. City landscaping crews
will also coordinate to spruce up the neighborhood during the same time frame, increasing line of sight, and
accessibility within the neighborhood.
Primary Objective#3: Advance Housing Stocks
Reducing utility bills will increase the affordability of the existing housing stock. Finding and plugging drafty holes
in the buildings will also decrease the chances of deterioration. Creating a list of future projects will also help the
team come back for Summer Crew upgrades, further saving money and natural resources.
ADAPTATION
Primary Objective#4: Advance Effective and Efficient Regulatory Measures:
Due to a number of sustainability upgrades to the recently adopted Comprehensive Plan, the City's Land
Development Regulations will soon reflect the City's resolution to decrease the islands greenhouse gas footprint
throw4hout the community. Programs like this help lower income residents meet these goals while avoiding
financial hardship.
Primary Objective#5: Advance the Bahama Village SubArea
Phase 1 will establish a better rapport between the residents and businesses of Bahama Village and the students,
utilities and other partners in this effort. Phase 2 (next year) will continue to increase the availability of funds and
Page 4of12
volunteers to upgrade homes, churches, community centers and businesses in the Bahama Village SubArea. As its
highest goal, the Green Jobs & Futures program gives Bahama Village youth a direct path towards meaningful
employment by matching them with employers in a growing industry.
Primary Objective 46: Stimulate Public and Private Participation
For Phase 1, our partners include Florida Keys Aqueduct Authority, Keys Energy Services, Habitat for Humanity,
Monroe County and the City of Key West. For Phase 2, we intend to leverage additional partnerships and outside
funding to not only expand content of the program, but also to expand its geographic range. Contractors, as well as
Architectural, Planning and Engineering firms will be approached to offer apprenticeship summer jobs.
Primary Objective 47: Innovative Development and Use of Open Space
Public recreational facilities are also candidates for the team to assist. For Phase 1, the students will choose one area
to audit and upgrade. Coordination with City landscaping crews will enhance the recreational corridors.
Primary Objective 48: Promote Sustainable Community Development
Door to door teams increase dialogue and understanding amongst students, residents, community groups and
businesses. The vocational aspect serves the long-term goal of workforce development for Bahama Village youth.
FLOOD
Primary Objective#9: Support Community Redevelopment
As part of classroom training, students will learn about the City's Comprehensive Plan, Land Development
Regulations, Planning Board, HARC and Tree Commission.
Primary Objective#10: Emphasize a Safe and Clean Environment
The Bicycle and Pedestrian surveys coupled with follow up from the City's public works crew should help to
identify and alleviate some security concerns from site design, lighting and landscaping deficiencies.
Population Served by the Proiect. �
The Green Jobs& Futures Project will serve young and old, singles and families, workers
and retirees, business owners and non-profits and be ADA accessible. All work is done
with willing building owners, with an emphasis on low-income residences. In order to
qualify for the program, a building owner must be current on their county taxes, no liens
may be present on the house and the homeowner must have clear title to the property.
Bahama Village has a high number of residents who are property rich, but cash poor.
Many are on fixed incomes and cannot afford the additional costs of the efficiency
upgrades that will save them money in the long-run. More than 50%of Bahama Village
homes were built before 1939, which means that these simple upgrades will help a lot.
We will focus on residents with a history of needing LiHEAP (Low Income Home Energy Assistance Program) or
utility forgiveness funds. We will also perform some upgrades for some property owners with small commercial
businesses and non-profit missions. Our first training upgrades will be on offered to past CRTF projects to help
them meet the 15%water and energy reduction mandate.
In a recent Department of Health survey of local issues, Bahama Village residents cited Lack of jobs (#3), Lack of
services (#4), Lack of educational opportunities (#7), and Lack of community interaction (#10) in their top ten
problems their area faced. The Green Jobs & Futures Program will assist in alleviating each of these issues.
The Phase Two Summer Internship through A Positive Step has usually involved many youth from Bahama Village.
Page 5 of 12
Detailed Budi!et& Narrative
Community
Category Source In Kind (time) Match (cash) Redevelopment
Trust Fund
FL Keys Aqdct. 1.250
Materials
3. Uniforms Keys Energy 250
FKAA
250
5. Spring Students Students* $18.850
*Letters ofStipportlMatch located on pages 13-17) Total CRTF Ask: S 61,213 (65%)
Total S 95,563
Bud2et Narrative
1. KmotrmutoroXSmppeot; Tbe projects Technical Advisory Team consists of subject matter professionals who have agreed
0o give 4O hours of their time towards advising the project, indudiogcurduukxndev6opn/ent training and program
auditing. The Technical Advisory Team Lead io donating l0O hours towards this current projectand towards growing
dle project through other funding sources and partnerships. Also includes promotional support from Key West High
School Audio/Video class, who will fi|nn, and produce educational PR videos to announce and\o conclude the project.
2. Training/Outreach Materials: In c|uay000nn resources(books, manuals)totrain the students;o use the energy audit
tools (blower doors, infrared gun` smoker)and software to calculate energy wastage and potential savings. Pre and
post visit information regarding energy and water efficiency upgrades.
3. Uniforms: 60 professional polo shirts for students, identifying them as being with the program.
4. Foreman: Phase l Spring in-field supervisor/instructor, specialty in vveo1burizutiou upgrades through subcontract with
Monroe County VVca1hedzn1iouoffice. 350 hours u1$2696/houc
5. Spring Students: Student time in the field iy separate from their schoolwork. Each of the 6U students will spend
roughly lOhouo in the field. time calculated as being worth $18.05 in the State ofFlorida.
6. Spring Materials: Based off actual prices per home in the Tallahassee REACH program, inm1u||oxione are estimated u1
$|75/bui|dingfor |50 buildings(—\5% of Bahama Village houaing). Includes showccheods, faucet aerators, CFLs,
water heater insulation, HVA[ filters, vvouihcrmtr/pping` door sweeps., poly tape, air filters, foam insulation,
polyurethane foam, drills, refrigerator coil brushes, caulking gune/oau|k, c\c.
7. Summer Crew: A Positive Step student in\cou crc"/to work with Habitat for Humanity to return to audited buildings
to help with larger repair projects. Five students u1Whuu,for 1,200ioiu| hours, nncjoh coach ui$l5/hr for 8Ohours.
8- 8ommoa«r Materials: According\o State YVcu1hcrizu1ionprioritizing guidc}incy(Page }8), these 2nd phase materials
will mosU\ bencp/ doors and windows.
9. Administrative: Standard 12Y6 indirect for administering grant.
Page 6of12
Project Schedule
Task Timeline Lead
Form Technical Advisory Team* Done City of Key West
Develop Curriculum* In progress.. Technical Advisory Team
OctNov/Dec
Guest Speakers* In progress... Solar Energy Teacher
Octf.Nov/Dec
Grant Awarded I February 2014 CRTF
Order Tools and Supplies February 2014 K THS
Train Student Feb/March Technical Advisory Team
Test Run on BV-CRA projects 1 March Foreman
PR Video Interviews and Edits j March Ed Smith/Students
........................-
Select Neighborhoods— Start PR March Solar Energy Students
Select Bahama Village Students for shadowing.
54 shifts total for 15% of housing stock = 150 April —May 1 Solar Energy Students
homes). Each shift compiles report and presents to
class.
Phase I - Spring Summary Report May Solar Energy Students
Summer Internship: 8 weeks, ten students. June - August Habitat Interns
Phase 2 - Summer Summary Report September 2014 Habitat Interns
Final Program Report September 2014 Solar Energy Students
*in-kind, with no reimbursement needed, so will start before monies are awarded.
Green Features
According to the City's Sustainability Coordinator, the Green Jobs & Futures program can be a key component
of the City's need to reduce residential greenhouse gas emissions by 15%.
The average home can easily obtain a 15-3)5% reduction in energy and water bills by employing simple, low-
tech solutions. Studies show that one on one consultation on energy and water behaviors can reduce water and
energy use by another 2 5-_3)0%.
Our first training upgrades will be on past BVRAC TIFF funds projects to help them meet their 15%water and
energy reduction mandate. We will then focus on residents with a history of needing LiHEAP (Low Income Florne
Energy Assistance Program) or utility forgiveness funds. We will also perform some upgrades for some property
owners with small commercial businesses and non-profit missions. All of these actions will reduce greenhouse
gasses, increase awareness of the City's Preserve Island Life program, and most importantly, expose our youth to
new job opportunities.
Phase I energy and water upgrades that will be performed include replacement of showerheads, installation of
4:--faucet aerators, replacement of lightbulbs, insulating water heaters, replacing HVAC filters, weather stripping,
poly 4--
taping broken windows, and spraying foam insulation and"or polyurethane foam to plug air leaks.
Z__
Phase 2 energy upgrades in Florida. mostly prioritize replacing windows and doors (page 18).
Paa:ne 7 of 12
Letters of Support— Solar Energy Class, 2"d Period
Key West High School
2_1100 Ragler Ave Assistant Principe!
Key West,Florida 33040
Tel.305 293-1549 Assistant Principa
i tom. : Fax 305 293-1547
A5&istart P6ncipal
To whom it may concern:
We,the students of the second period Solar Energy class,are very excited to participate in the
Green Jobs and Futures Program,We believe that this will be a very interesting opportunity to not only
better our environment,but also spread awareness on how people can conserve our natural resources.
This experience will help us live a more self-sustaining life style,while teaching us how to communicate
more effectively with members of our society and teaching us life skills that will help us to be successful
in the future.With the guidance of our instructors we hope to attain knowledge of Green Jobs and
Futures professions,which may help guide some students along a career path of creating a more self-
sustaining society.
Many students want to come back to the Keys after college,but do not know what career they
want to pursue.Sustarnability is becoming one of the most in-demand jobs in our community.Here in
the Florida Keys,we are lucky enough to have strong sunlight almost daily,so solar panels are in high
demand to help conserve energy while lowering residential and commercial bills,
Green Jobs and Futures Program will not only benefit the community,but also the future of the
students and the community combined.Our community needs us as much as we need the support of
our community.
Thank you so much for your time and consideration.
v,
L) va (As
>Cap
< Uv&vwocd
LS
A
c-C (a-,I f) V86 '47��
Page 8 of 12
Letters of Support— Solar Energy Class, 6th Period
PriKey West High School Am Ar � �
2100 Flagler Ave. Assistant Principal
Key West,Florida 33040 Dave Perkins
Tel.305 293-1549 Ext 303
Assistant Principal
® Fux 305 293-1547 Mike Michaud
1 �
Assistant principal
Chris Valdez
To whom it may concern,
We,the students of Mrs.Smith's sixth period Solar Energy class,would like to participate in the
"Green Jobs and Futures Program".We believe this program will be able to improve the quality of life in
the Florida Keys by creating a better living environment and saving energy and money for home owners
and the community.Alongside the many organizations participating in the"Green Jobs and Futures
Program,"we,the students of Key West High school,will be able to make a difference in our community
and get real world experiences in jobs of increasing demand in our community.Our influence on the
community will help to make the Florida Keys a self-sustaining society,decrease the carbon foot,and
make a positive impact on the environment that future generations will experience and continue.
Not only will we be able to help our community with this program,but we will also be able to
have on-site job experience in careers many of us would like to undertake in our futures.Many of us are
leaving for college next year;but we would like to come back to the Florida Keys and give back to the
community that has given us so much.As we gain experience with the weatherization home analyses we
will not only gain experience in energy conservation and solar power installation, but also in people-
skills and a professional work environment.
Sincerely,
e"
l
Page 9 of 12
Letters of Support— Keys Energy Services
(305)295-1000
rmaw1001 James Street
PO Box 6100
Key West,EL 33041-6100
energy
www.KeysErvergy.com
UTILITY BOARD OF THE CITY OF KEY WEST
September 24, 2013
Alison Higgins
Sustainabaity Coordinator
3140 Flagler Ave
Key West, FL 33040
Dear Ms. Higgins,
Keys Energy Services (KEYS) is pleased to offer its support to the Green Jobs and
Future Project, This project will be very beneficial to KEYS'customers who are most in
need of conservation tips and energy reduction efforts.
KEYS will commit up to 40 hours of staff time to assist in various acdvitles including
training students on energy audits and marketing the project. KEYS will also provide up
to$250 to sponsor the uniforms for the green team. The value of KEYS commit is
approximately $2,500.
This project is an excellent project bringing together students, public employees and
nonprofit resources. KEYS is proud to be a participant in the Green Jobs and Future
Project.
Sincerely,
Lynne E.Tejeda
General Manager/CEO
Lynnp.Teigda@Ke Eys neW,com
Page 10 of 12
Letters of Support— Florida Keys Aqueduct Authority
J.Robert Dean
Chairman
�Florida Keys District 3
Antoinette M.Appell
Aqueduct Authority Vice-Ca District
1100 Kennedy Drive
Key West,Florida 33040 Brian L.Barroso
Telephone(305)296-2454 Secretarylrreasurer
wwwv tkaa.ccnn /ti b District 1
V Melva G.Wagner
Iq NAV �.•' District 2
iAe,M 0 David C.Ritz
f District 5
Kirk C.Zuelch
Executive Director
September 24,2013
Alison Higgins
City of Key West
3132 Flagler Avenue
Key West,FL 33040
Re: Letter of Support
CRTF TIF 2014—Green Jobs&Futures
Dear Ms. Higgins:
The Florida Keys Aqueduct Authority(FKAA) is pleased to support the Monroe County School
District and the City of Key West in their proposed work on the Community Redevelopment
Trust Fund Tax Increment Financing(CRTF TIF)project"Green Jobs&Futures"for 2014.
The FKAA filly supports water conservation efforts and has a wide variety of conservation tools
and methods available.
We are pleased to provide technical advisory team assistance, training, and outreach to equal
approximately 40 hours of in-kind time, in addition to contributing 50% of the costs for 70
uniform shirts for project participants. The approximate in-kind contribution for this work and
cost for shirts is$2,500.
Sincerely,
Exe u ' e Director
Cc: Jolynn Reynolds,FKAA
Julie Cheon,FKAA
Kathy Ovide,FKAA
Page 11 of 12
Letters of Support— City of Key West
THE C ITS' OF KEY ATST
Y�St( Y11.-Big' 14->Kd" FL
Dear Bahama Village Redevelopment Advisory Conunittee,
As Sustainability Coordinator for the City of Key West,I am tasked with implementing the City
Commissioners goal of reducing our community greenhouse gas footprint by 15%, Towards that goal, I
work within our government,but also directly with residents and businesses to help them down the green
path.
There are many easy ways to do this within a home,but it has often been proven that when faced with day-
to-day life,those actions are far down on the average residents to do list. The Green Jobs&Futures
program has the potential to not only give local residents a jump start on savings,but also to train our fittnre
residents(the students themselves)in careers that will enable them to afford to raise their own families here.
As the City contunues to emphasize green building within its ordinances,the construction sector will need to
invest in workers with these skills. The Green Jobs&Futures application you are reading today is just
phase one of a robust,multi-partner effort that I am personally and professionally committed to growing.
As the head of the technical advisory committee for this project,I will be happy to answer any questions
you have about this project.
Sincerely,
m
� GgtJ�
QAL1
Alison Higgins
Sustainability Coordinator
City of Key West
0: 305-809-3726
C: 305-923-1783
ahi�s d)keywestcity.com
Page 12of12