Item Q10 Q.10
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County of Monroe
�y,4 ' ?, "tr, BOARD OF COUNTY COMMISSIONERS
Mayor Heather Carruthers,District 3
�1 `_ll Mayor Pro Tem Michelle Coldiron,District 2
The Florida.Keys` )-.���` Craig Cates,District 1
David Rice,District 4
w � Sylvia J.Murphy,District 5
County Commission Meeting
November 17, 2020
Agenda Item Number: Q.10
Agenda Item Summary #7557
BULK ITEM: No DEPARTMENT: Sustainability
TIME APPROXIMATE: STAFF CONTACT: Rhonda Haag (305)453-8774
11:30
AGENDA ITEM WORDING: Presentation, discussion and direction regarding a potential special
assessment program for the Key Largo Twin Lakes Subdivision and Big Pine Key Sands
Subdivision sea level rise roads adaptation pilot projects.
ITEM BACKGROUND: The presentation will provide illustrative assessment programs to fund the
construction and operations and maintenance costs for the two road elevation demonstration projects
of Twin Lakes in Key Largo and Sands Subdivision in Big Pine Key. Government Services Group
(GSG)will lead the presentation.
As directed by the BOCC, the County entered into an agreement with GSG for professional services
to implement a special assessment project to fund SLR construction, operation, and maintenance for
the SLR Assessment Program; the Agreement with GSG is attached for reference. Prior to
undertaking the extensive analysis of the proposed project and the benefitted parcels required to
develop a legally defensible assessment program, GSG constructed these illustrative examples to
provide "order of magnitude" assessment rate ranges based on a limited set of assumptions. In
addition to the assessment rate ranges, GSG has identified issues and items of focus that will need to
be addressed in the subsequent development of the recommended assessment program.
The Monroe County Board of County Commissioners has previously approved the design of two sea
level rise pilot projects in Twin Lakes and Sands Subdivision to lessen the frequency and severity of
flooding and decrease predicted flood damage. The objective of the pilot program was to test the
efficacy of technologies (or combinations thereof) and use the projects as a predictor for the cost and
benefits to be achieved.
The property owners on the roads where work may be performed will realize benefits as a result of
any roads adaptation work, including but not limited to decrease in road flooding and potential
increase in property values. It is therefore appropriate for the County to research collecting funds to
cover the cost of construction and O&M from the property owners who realize the special benefits of
the adaptation work in the form of special assessments, provided the cost is distributed so that they
are fairly and reasonably apportioned to the subject properties.
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The County is authorized under Section 125.01(1)(q) to establish municipal service benefit units
within all or any part of the unincorporated county, within which may be provided essential facilities
from funds derived from special assessments on the properties located within the municipal service
benefit unit (MSBU). Road adaptation work falls within the definition of"other essential facilities
and municipal services."
County staff in coordination with GSG has prepared a Notice of Intent to Use Uniform Method of
collecting Non ad-valorem Assessments, which will run for 1 per week for 4 weeks (11/14/20,
11/21/20, 11/28/20 and 12/5/20) prior to the December 9th Public hearing. The draft notice is
attached. The MSBU calendar year schedule is as follows:
MSBU CALENDAR YEAR SCHEDULE
Before January 1 4 consecutive week public notice notification that the local
government has intent to use the uniform method of collection
for non-ad valorem assessment
By January 1 Adopt a resolution at a public hearing (by March 1 if local
government,property appraiser, and tax collector agree)
By January 10 Local government mails by U.S Postal first-class mail a copy
of the resolution to property appraiser, tax collector, and the
Department of Revenue (by March 10 if the local government,
property appraiser, and tax collector agree)
By June Property Appraiser provides local government with legal
descriptions,names and addresses of the property owners
within boundary of MSBU
Between January 1 to September 15 20 Days Prior to the public hearing to adopt a non ad-valorem
roll local government shall notice the hearing by U.S.Postal
first-class mail and by newspaper. The notice by mail shall be
sent to each property owner that shall be subject to the
assessment
Between January 1 and September Local government adopts a non ad-valorem roll at public
15 hearing if. 1)Non ad-valorem assessment is levied for the first
time 2) assessment is increased beyond the maximum rate
authorized 3)upon any boundary changes 4)upon change of
purpose or use of revenue
Between January 1 and September Written Objections—Property owners have a right to appear at
15 the hearing and to file written objections with the local
government within 20 days of the notice
Local government makes agreement with Property Appraiser
and Tax Collector for providing reimbursement of
administrative costs. (Postage, forms, supplies, etc.)
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PREVIOUS RELEVANT BOCC ACTION:
N/A
CONTRACT/AGREEMENT CHANGES:
N/A
STAFF RECOMMENDATION: Staff requests direction on whether to continue to implement the
special assessment project.
DOCUMENTATION:
Resolution to use uniform method of collection non-ad valorem special assessments for Roads
Draft Notice of Intent
Agreement with GSG for SLR special assessment Fully Executed
FINANCIAL IMPACT:
Effective Date: TBD Expiration Date: N/A
Total Dollar Value of Contract: N/A
Total Cost to County: TBD Current Year Portion: $0
Budgeted: TBD Source of Funds: TBD
CPI: N/A Indirect Costs: N/A
Estimated Ongoing Costs Not Included in above dollar amounts: TBD
Revenue Producing: TBD If yes, amount:
Grant: N/A County Match: TBD
Insurance Required: N/A
Additional Details:
N/A
REVIEWED BY:
Rhonda Haag Completed 11/03/2020 12:53 PM
Christine Limbert Completed 11/03/2020 12:58 PM
Purchasing Completed 11/03/2020 1:00 PM
Budget and Finance Completed 11/03/2020 3:20 PM
Maria Slavik Completed 11/03/2020 5:16 PM
Liz Yongue Completed 11/03/2020 5:23 PM
Board of County Commissioners Pending 11/17/2020 9:00 AM
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RESOLUTION NO.
A RESOLUTION OF MONROE COUNTY, FLORIDA
BOARD OF COUNTY COMMISSIONERS ELECTING TO e®
USE THE UNIFORM METHOD OF COLLECTING NON-AD
VALOREM SPECIAL ASSESSMENTS LEVIED WITHIN
THE COUNTY; STATING A NEED FOR SUCH LEVY;
PROVIDING FOR THE MAILING OF THIS RESOLUTION;
AND PROVIDING FOR AN EFFECTIVE DATE.
WHEREAS, Monroe County, Florida (the "County") is contemplating the imposition of
special assessments for the provision of roadway improvements and sea level rise improvements;
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WHEREAS, the County intends to use the uniform method for collecting non-ad valorem
special assessments for the cost of providing roadway improvements, and sea level rise
improvements to property within the County as authorized by section 197.3632, Florida Statutes,
as amended, because this method will allow such special assessments to be collected annually
commencing in November 2021, in the same manner as provided for ad valorem taxes; and
WHEREAS,the County held a duly advertised public hearing prior to the adoption of this
Resolution,proof of publication of such hearing being attached hereto as Exhibit A.
NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF MONROE COUNTY, FLORIDA:
1. Commencing with the Fiscal Year beginning on October 1, 2021, and with the tax 0
statement mailed for such Fiscal Year and continuing thereafter until discontinued by the County,
the County intends to use the uniform method of collecting non-ad valorem assessments authorized c
in section 197.3632, Florida Statutes, as amended, for collecting non-ad valorem assessments for a
the cost of providing roadway improvements, and sea level rise improvements. Such non-ad 0
valorem assessments shall be levied within the County. A legal description of such area subject to 0
the assessment is attached hereto as Exhibit B and incorporated by reference. 0
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2. The County hereby determines that the levy of the assessments is needed to fund a)
the cost of roadway improvements, and sea level rise improvements within the County. E
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3. Upon adoption, the County Clerk is hereby directed to send a copy of this 01
Resolution by United States mail to the Florida Department of Revenue, the Monroe County Tax
Collector, and the Monroe County Property Appraiser by January 10, 2021.
4. This Resolution shall be effective upon adoption. c
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PASSED AND ADOPTED by the Board of County Commissioners of Monroe County,
Florida, at a regular meeting of said Board held on the 9th day of December 2020.
Mayor Heather Carruthers
Mayor Pro Tem Michelle Coldiron
Commissioner Craig Cates
Commissioner David Rice
Commissioner
(SEAL) BOARD OF COUNTY COMMISSIONERS
Attest: KEVIN MADOK, Clerk OF MONROE COUNTY, FLORIDA
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By By y
As Deputy Clerk Mayor Heather Carruthers
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pub, 2
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EXHIBIT A
PROOF OF PUBLICATION
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[INSERT PROOF OF PUBLICATION]
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pg. 3
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EXHIBIT B
LEGAL DESCRIPTION
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MONROE COUNTY, FLORIDA
CHAPTER 7.44, FLORIDA STATUTES
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NOTICE OF INTENT TO USE UNIFORM METHOD OF COLLECTING
NON-AD VALOREM ASSESSMENTS
Monroe County,Florida(the"County")hereby provides notice,pursuantto section 197.3632(3)(a),
Florida Statutes, of its intent to use the uniform method of collecting non-ad valorem special assessments
to be levied within the County, for the cost of providing roadway improvements, and sea level rise
improvements commencing for the Fiscal Year beginning on October 1, 2021 and continuing until
discontinued by the County. The County will consider the adoption of a resolution electing to use the v)
uniform method of collecting such assessments authorized by section 197.3632,Florida Statutes,at a public �
hearing to be held at 1:30 P.M. on December 9, 2020 at the Commission Chambers, Murray Nelson
Government Center BOCC Room, 102050 Overseas Highway,Key Largo,Florida and via Communication
Technology Technology("CMT"),using a Zoom webinar platform as set forth in more detail below.
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Such resolution will state the need for the levy and will contain a legal description of the boundaries of the
real property subject to the levy. Copies of the proposed form of resolution, which contains the legal
description of the real property subject to the levy, are on file at the Clerk of the Courts, 500 Whitehead
Street, Key West, Florida.All interested persons are invited to attend.
Due to COVID-19 and in consideration of the Center for Disease Control ("CDC") social-distancing -�
guidelines established to contain the spread of the COVID-19 virus,the December 9,2020,Public Hearing
will also be conducted via Communication Media Technology ("CMT"),using a Zoom Webinar platform
@ https://incbocc.zooin.us/j/96823206145. The County will provide updates for changing directives for
Local Government Public Meetings on the County Website at: www.MonroeCounty-FL.Gov. Below are
the various options available to the public to view the live meeting and/or to make public comments on the
public hearing.
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The public can comment during the live Public Hearing either by phoning in or by connecting to the
live Zoom webinar link using the following instructions:
a) To comment on an item by phone: Dial (646) 518-9805 or (669) 900-6833 and, when
prompted, enter the Webinar ID#968 2320 6145 followed by the #key, then *9 to "Raise your hand"to
be recognized by the Zoom webinar host. e!-
b) To comment on an item using the live Zoom webinar link: Open this live Zoom webinar
link @ htt s://iizcbocc.zooiiz.us//96823206145 (that also appears in both the published Agenda and Agenda
Packet). When prompted, enter your email address and name to join the webinar. When the Mayor calls
for speakers on the item(s) on which you wish to comment, or when the Board is nearing your item(s) as
the meeting progresses, select the "Raised Hand"feature that appears at the bottom of the Zoom webinar
screen, to be recognized by the Zoom webinar host. z
The Zoom Webinar monitor will request the agenda item#on which you wish to comment and will enable
your participation when the Mayor calls for public speakers on your item. To report problems with the
broadcast,please call: (305) 872-8831. E
A person may submit written or other physical evidence on a particular agenda item for consideration at
the BOCC meeting to: Lindsey Ballard, via email to: ballard-lindsev(ttiizonroecounty-fl.(ov, or by mail
to: County Administrator's Office, 1100 Simonton Street, Suite 205, Key West, FL 33040. The
documents must be received by 3:00 P.M. on Monday, December 7, 2020, and must include the
submitter's name, address,phone number,email address,and the agenda item number to which the
documents refer.
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In the event any person decides to appeal any decision by the County with respect to any matter relating to
the consideration of the resolution at the above-referenced public hearing, a record of the proceeding may
be needed and in such an event,such person may need to ensure that a verbatim record of the public hearing
is made,which record includes the testimony and evidence on which the appeal is to be based.In accordance
with the Americans with Disabilities Act, persons needing a special accommodation or an interpreter to
participate in this proceeding should contact the County Administrator's Office at(305)292-4441,between
the hours of 8:30 A.M and 5:00 P.M.prior to the date of the hearing; if you are hearing or voice impaired,
call "711". Live Closed Captioning is available via our web portal
htt ://iiionroecoLintvfl.iqiii2.coiii/Citizens/Default.as x for meetings of the Monroe County Board of
County Commissioners.
Dated at Key West, Florida, this day of November 2020.
(SEAL) KEVIN MADOK, Clerk of the Circuit Court and ex ofcio N
Clerk of the Board of County Commissioners of Monroe County,
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Publication Dates:
Key West Citizen: Sat., 11/14/20; Sat., 11/21/20; Sat., 11/28/20; Sat., 12/05/20
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AGREEMENT FOR
PROFESSIONAL SERVICES
FOR
NON AD-VALOREM SPECIAL ASSESSMENT PROGRAM
October
This Agreement ("Agreement") made and entered into this 09 day of Sepk5mbe"2020
by and between Monroe County, a political subdivision of the State of Florida, whose address is
1100 Simonton Street, Key West, Florida, 33040, its successors and assigns, hereinafter referred
to as"COUNTY,"through the Monroe County Board of County Commissioners ("BOCC"),
AND
Government Services Group, Inc. a corporation of the State of Florida, whose address is
1500 Mahan Drive, Suite 250, Tallahassee, Florida 32308, its successors and assigns, hereinafter E
referred to as"CONSULTANT',
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WITNESSETH:
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WHEREAS, COUNTY desires to employ the professional services of CONSULTANT for
assessment program services; and; y
WHEREAS, CONSULTANT has agreed to provide professional services which shall include
but not be limited to providing assistance in setting up the special assessment program to fund Sea
Level Rise (SLR) construction, operation and maintenance for the SLR Assessment Program,
which services shall collectively be referred to as the"Project";
NOW, THEREFORE, in consideration of the mutual promises, covenants and agreements
stated herein, and for other good and valuable consideration, the sufficiency of which is hereby
acknowledged, COUNTY and CONSULTANT agree as follows:
ARTICLE 1 y
1.1 REPRESENTATIONS AND WARRANTIES
By executing this Agreement, CONSULTANT makes the following express representations and
warranties to the COUNTY: y
1.1.1 The CONSULTANT shall maintain all necessary licenses, permits or other authorizations
necessary to act as CONSULTANT for the Project until the CONSULTANT'S duties
hereunder have been fully satisfied.
1.1.2 The CONSULTANT has become familiar with the Scope of Work and information sources
available to complete the work.
1.1.3 The CONSULTANT shall prepare all documentation required by this Agreement in such a
manner that they shall be accurate, coordinated and adequate for use in collecting non-ad
valorem special assessments by the uniform method and shall be in conformity and comply
with all applicable law, codes, and regulations. The CONSULTANT warrants that the non-
ad valorem assessment roil prepared as a part of this Agreement will be in a format that is
acceptable to Monroe County Tax Collector.
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1.1.4 The CONSULTANT assumes full responsibility to the extent allowed by law with regards to
their performance and those directly under their employ.
1.1.5 The CONSULTANTS services shall be performed as expeditiously as is consistent with
professional skill and care and the orderly progress of the Project. In providing all services c
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.
ARTICLE 11
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SCOPE OF BASIC SERVICES AND TERM OF THE AGREEMENT
2.1 SCOPE OF SERVICES
CONSULTANTS Scope of Basic Services consist of those described in Appendix A. The
CONSULTANT shall commence work on the services provided for in this Agreement promptly
upon his receipt of a written notice to proceed from the COUNTY. The services described in
Appendix A will be performed for assessments to be collected beginning in Fiscal Year (FY) 2022-
October 1, 2021. In addition, after initial adoption of the assessment(s), GSG shall provide
professional services for the ongoing annual SLR assessment program described in Appendix B.
2.2 TERM OF AGREEMENT
This Agreement shall become effective upon the signature of the duly authorized
representative of the County and GSG, and shall remain in effect until terminated by the parties,
2.3 CORRECTION OF ERRORS, OMISSIONS, DEFICIENCIES y
The CONSULTANT shall, without additional compensation, promptly correct any errors, omissions,
deficiencies, or conflicts in the work product of the CONSULTANT or its subconsultants, or both.
2.4 NOTICE REQUIREMENT
All written correspondence -to the COUNTY shall be dated and signed by an authorized
representative of the CONSULTANT. Any notice required or permitted under this agreement shall
be in writing and hand delivered or mailed, postage pre-paid, to the COUNTY by certified mail,
return receipt requested, to the following:
Roman Gastesf
Monroe County Administrator
1100 Simonton Street, Room 2-205
Key West, Florida 33040
And: Monroe County Attorney's Office
1111 121h Street, Suite 408
Key West, Florida 33040
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For the Consultant.
David G. Jahosky, Managing Director
Government Services Group, Inc-
1500 Mahan Drive, Suite 250
Tallahassee, FL 32308
ARTICLE III
ADDITIONAL SERVICES
3.1 The services described in Article III are not included in the Basic Scope of Services. They y
shall be paid for by the COUNTY as an addition to the compensation paid for the Basic
Scope of Services and are as follows:
Additional services are services not included in the Scope of Basic Services. Should the
COUNTY require additional services they shall be paid for by the COUNTY at rates or fees
negotiated at the time when services are required, but only if approved by the COUNTY
before commencement..
3.2 If Additional Services are required the COUNTY shall issue a letter requesting and
describing the requested services to the CONSULTANT, The CONSULTANT shall
respond with a fee proposal to perform the requested services: Only after receiving an
amendment to the Agreement and a notice to proceed from the COUNTY, shall the
CONSULTANT proceed with the Additional,Services.
ARTICLE IV
COUNTY'S RESPONSIBILITIES
4.1 The COUNTY shall designate a representative to act on the COUNTY's behalf with respect
to the Project. The COUNTY or its representative shall render decisions in a timely manner
pertaining to documents submitted by the .CONSULTANT in order to avoid unreasonable v
delay in the orderly and sequential progress of the CONSULTANT'S services. y
4.2 The COUNTY shall furnish the required information and services and shall render
approvals and decisions as expeditiously as necessary for the orderly progress of the
CONSULTANT'S services and work of the contractors.
4.3 The COUNTY's review of any documents prepared by the CONSULTANT or its
subconsultants shall be solely for the purpose of determining whether such documents are
generally consistent with the COUNTY's scope of services and deliverables, No review of
such documents shall relieve the CONSULTANT of responsibility for the accuracy,
adequacy, fitness, suitability or coordination of its work product.
4.4 The COUNTY shall provide copies of necessary documents and information as needed to
complete the work.
4.5 Any information that may be of assistance to the CONSULTANT that the COUNTY has
immediate access to will be provided as requested,
ARTICLE V
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INDEMNIFICATION AND HOLD HARMLESS
5.1 The CONSULTANT covenants and agrees to indemnify and hold harmless
COUNTY/Monroe County and Monroe County Board of County Commissioners, its officers v,
and employees from liabilities, damages, losses and costs, including but not limited to,
reasonable attorneys' fees, to the extent caused by the negligence, errors, or any other
wrongful act or omission of the CONSULTANT, subcontractor(s) and other persons
employed or utilized by the CONSULTANT in the performance of the contract.
5.2 The first ten dollars ($10.00) of remuneration paid to the CONSULTANT is for the
indemnification provided for above. The extent of liability is in no way limited to, reduced, y
or lessened by the insurance requirements contained elsewhere within this agreement.
5.3 In the event the completion of the project (to include the work of others) is delayed or
suspended as a result of the CONSULTANT'S failure to purchase or maintain the required
insurance, the CONSULTANT shall indemnify COUNTY from any and all increased
expenses resulting from such delays. Should any claims be asserted against COUNTY by
virtue of any deficiencies or ambiguity in the documents provided by the CONSULTANT the
CONSULTANT agrees and warrants that CONSULTANT hold the COUNTY harmless and
shall indemnify it from all losses occurring thereby and shall further defend any claims or
action on the COUNTY'S behalf.
5.4 This indemnification shall survive the expiration or early termination of the Agreement.
ARTICLE VI
PERSONNEL
6.1 PERSONNEL
The CONSULTANT shall assign only qualified personnel to perform any service concerning the
project. At the time of execution of this Agreement, the parties anticipate that the following named E
individuals will perform those functions as indicated;
NAME FUNCTION
Camille Tharpe Project Oversight
Sandi Walker Project Oversight and Management y
Xavier Rodriguez Management/Data Analysis/Programming
David Ge Jahosky Project Director
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So long as the individuals named above remain actively employed or retained by the
CONSULTANT, they shall perform the functions indicated next to their names. If they are replaced
the CONSULTANT shall notify the COUNTY of the change immediately.
6.1.1 E-Verify System -Beginning January 1, 2021, in accordance with F.S. 448.095, the
CONSULTANT and any subcontractor shall register with and shall utilize the U.S. Department of 0)
Homeland Security's E-Verify system to verify the work authorization status of all new employees 2
hired by the CONSULTANT during the term of the Contract and shall expressly require any
subcontractors performing work or providing services pursuant to the Contract to likewise utilize the
U.S. Department of Homeland Security's E-Verify system to verify the work authorization status of
all new employees hired by the subcontractor during the Contract term. Any subcontractor shall
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provide an affidavit stating that the subcontractor does not employ, contract with, or subcontract
with an unauthorized alien; The CONSULTANT shall comply with and be subject to the provisions cc
of F.S. 448,095
ARTICLE VII
COMPENSATION
7.1 PAYMENT SUM
7.1.1 The COUNTY shall pay the CONSULTANT in current funds for the CONSULTANT'S
performance of this Agreement based on rates and schedule negotiated and agreed upon
and shown in Appendix A and B, The annual payment sum under this Agreement shall not
exceed $49,999.99 without the prior approval of the Monroe County Board of County
Commissioners.
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7.2 PAYMENTS
7.2.1 For its assumption and performances of the duties, obligations and responsibilities set forth
herein, the CONSULTANT shall be paid monthly and in accordance with payment schedule
set forth in Appendix A and B. Payment will be made pursuant to the Local Government
Prompt Payment Act 218.70, Florida Statutes.
(A) If the CONSULTANT'S duties, obligations and responsibilities are materially
changed by amendment to this Agreement after execution of this Agreement,
compensation due to the CONSULTANT shall be equitably adjusted, either upward Lu
or downward;
(B) As a condition precedent for any payment due under this Agreement,, the
CONSULTANT shall submit a proper invoice to COUNTY, with supporting
documentation that is acceptable to the Clerk, requesting payment for services y
properly rendered and reimbursable expenses due hereunder. Acceptability to the y
Clerk is based on generally accepted accounting principles and such laws, rules and
regulations as may govern the Clerk's disbursal of funds. The CONSULTANT'S
invoice shall describe with reasonable particularity the service rendered. The
CONSULTANT'S invoice shall be accompanied by such documentation or data in y
support of expenses for which payment is sought as the COUNTY may require.
7.3 REIMBURSABLE EXPENSES
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7.3.1 Reimbursable expenses include expenses incurred by the CONSULTANT in the interest of
the project:
a. Expenses of transportation submitted by CONSULTANT, in writing, and living expenses
in connection with travel authorized by the COUNTY, in writing, but only to the extent
and in the amounts authorized by Section 112.061, Florida Statutes;
b. Cost of reproducing maps or drawings or other materials used in performing the scope
of services;
c.. Postage and handling of reports.
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7.4 BUDGET
7.4.1 The CONSULTANT may not be entitled to receive, and the COUNTY is not obligated to
pay, any fees or expenses in excess of the amount budgeted for this contract in each fiscal
year(October 1 -September 30) by COUNTY's Board of County Commissioners. The e
budgeted amount may only be modified by an affirmative act of the COUNTY's Board of v,
County Commissioners.
7.4.2 The COUNTY's performance and obligation to pay under this Agreement is contingent upon
an annual appropriation by the Board of County Commissioners and the approval of the
Board members at the time of contract initiation and its duration.
ARTICLE VIII
INSURANCE 4
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8.1 The CONSULTANT shall obtain insurance as specified and maintain the required
insurance at all times that this Agreement is in effect. In the event the completion of the e
project (to include the work of others) is delayed or suspended as a result of the
CONSULTANTS failure to purchase or maintain the required insurance, the
CONSULTANT shall indemnify the COUNTY from any and all increased expenses resulting
from such delay. W
8.2 The coverage provided herein shall be provided by an insurer with an A.M. Best rating of VI
or better, that is licensed to business in the State of Florida and that has an agent for
service of process within the State of Florida. The coverage shall contain an endorsement
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providing sixty (60) days notice to the COUNTY prior to any cancellation of said coverage.
Said coverage shall be written by an insurer acceptable to the COUNTY and shall be in a
form acceptable to the COUNTY.
8.3 CONSULTANT shall obtain and maintain the following policies:
A. Workers' Compensation insurance as required by the State of Florida, sufficient to y
respond to Florida Statute 440.
B. Employers Liability Insurance with limits of $100,000 per Accident, $500,000 Disease,
policy limits, $100,000 Disease each employee. v,
C. Comprehensive business automobile and vehicle liability insurance covering claims for
injuries to members of the public and/or damages to property of others arising from use
of motor vehicles, including onsite and offsite operations, and owned, hired or non-
owned vehicles, with $50,000 per person, $100,000 per Occurrence, $25,000 Property
Damage or$100,000 combined single limit.
D. Commercial general liability, including Personal Injury Liability, covering claims for
injuries to members of the public or damage to property of others arising out of any
covered act or omission of the CONSULTANT or any of its employees, agents or 0)
subcontractors or subconsultants, including Premises and/or Operations, Products and 2
Completed Operations, Independent Contractors; Broad Form Property Damage and a
Blanket Contractual Liability Endorsement with $500,000 per Person, $1,00,000 per
Occurrence, $100,000 Property Damage or$1,000,000 Combined Single Limit,
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An Occurrence Form policy is preferred. If coverage is changed to or provided on a
Claims Made policy, its provisions should include coverage for claims filed on or after
the effective date of this contract. In addition, the period for which claims may be
reported must extend for a minimum of 48 months following the termination or v,
expiration of this contract.
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E. Professional liability insurance of$1,000,000 per occurrence and $2,000,000 annual
aggregate. If the policy is a"claims made" policy, CONSULTANT shall maintain
coverage or purchase a "tail"to cover claims made after completion of the project to
cover the statutory time limits in Chapter 95 of the Florida Statutes.
F. COUNTY shall be named as an additional insured with respect to CONSULTANT'S a
liabilities hereunder in insurance coverages identified in Paragraphs C and D.
G. CONSULTANT shall require its subconsultants to be adequately insured at least to the
limits prescribed above, and to any increased limits of CONSULTANT if so required by
COUNTY during the term of this Agreement. COUNTY will not pay for increased limits
of insurance for subconsultants.
H. CONSULTANT shall provide to the COUNTY certificates of insurance or a copy of all
insurance policies including those naming the COUNTY as an additional insured, The
COUNTY reserves the right to require a certified copy of such policies upon request 2
1. If the CONSULTANT participates in a self-insurance fund, a Certificate of Insurance will
be required. In addition, the CONSULTANT may be required to submit updated financial
statements from the fund upon request from the COUNTY,
ARTICLE IX
75
MISCELLANEOUS
9.1 SECTION HEADINGS E
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 v
and will not be used in the interpretation of any provision of this Agreement.
76
9.2 OWNERSHIP OF THE PROJECT DOCUMENTS
The documents prepared by the CONSULTANT for this Project belong to the COUNTY and
may be reproduced and copied without acknowledgement or permission of the
CONSULTANT.
0
9.3 SUCCESSORS AND ASSIGNS
The CONSULTANT shall not assign or subcontract its obligations under this agreement;
except in writing and with the prior written approval of the Board of County Commissioners
for Monroe County and the CONSULTANT, 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. Subject to the
provisions of the immediately preceding sentence, each party hereto binds itself, its
successors, assigns and legal representatives to the other and to the successors, assigns
and legal representatives of such other party.
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9.4 NO THIRD PARTY BENEFICIARIES
Nothing contained herein shall create any relationship, contractual or otherwise, with or any
rights in favor of, any third party.
9.5 TERMINATION
A. In the event that the CONSULTANT shall be found to be negligent in any aspect of
service, the COUNTY shall have the right to terminate this agreement after five days
written notification to the CONSULTANT.
S. Either of the parties hereto may cancel this Agreement without cause by giving the
other party thirty(34) days written notice of its intention to do so.
9.6 PUBLIC ENTITIES CRIMES
A person or affiliate who has been placed on the convicted vendor list following a conviction
for public entity crime may not submit a bid on contracts to provide any goods or services to
a 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 e
public entity, may not be awarded or perform work as a contractor, supplier, subcontractor,
or consultant under a contract with any public entity, and may not transact business with
any public entity in excess of the threshold amount provided in Section 287.017 of the
Florida Statutes, for CATEGORY TWO for a period of 36 months from the date of being CL
placed on the convicted vendor list.
By signing this Agreement, CONSULTANT represents that the execution of this Agreement
will not violate the Public Entity Crimes Act(Section 287.133, Florida Statutes). Violation of
this section shall result in termination of this Agreement and recovery of all monies paid
hereto, and may result in debarment from COUNTY's competitive procurement activities.
In addition to the foregoing; CONSULTANT further represents that there has been no
determination, based on an audit, that it or any subconsultant has committed an act defined
by Section 287,133, Florida Statutes, as a public entity crime" and that it has not been v
formally charged with committing an act defined as a "public entity crime" regardless of the y
amount of money involved or whether CONUSULTANT has been placed on the convicted
vendor list.
CONSULTANT will promptly notify the COUNTY if it or any subcontractor or y
subconsultant is formally charged with an act defined as a "public entity crime" or
has been placed on the convicted vendor list.
0
9.9 MAINTENANCE OF RECORDS
CONSULTANT shall maintain all books,, records, and documents directly pertinent to
performance under this Agreement in accordance with generally accepted accounting
principles consistently applied. Records shall be retained for a period of five years from the
termination of this agreement. Each party to this Agreement or its authorized
representatives shall have reasonable and timely access to such records of each other
party to this Agreement for public records purposes during the term of the Agreement and E
for four years following the termination of this Agreement. If an auditor employed by the 2
COUNTY or Clerk determines that monies paid to CONSULTANT pursuant to this
Agreement were spent for purposes not authorized by this Agreement, or were wrongfully
retained by the CONSULTANT;. the CONSULTANT shall repay the monies together with a
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interest calculated pursuant to Sec. 55.03, of the Florida Statutes, running from the date the
monies were paid by the COUNTY.
9.10 GOVERNING LAW, VENUE, INTERPRETATION, COSTS,AND FEES v,
This Agreement 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 e
the event that any cause of action or administrative proceeding is instituted for the
enforcement or interpretation of this Agreement, COUNTY and CONSULTANT agree that
venue shall lie in the 1611' Judicial Circuit, Monroe County, Florida, in the appropriate court
or before the appropriate administrative body. This agreement shall not be subject to
arbitration. Mediation proceedings initiated and conducted pursuant to this Agreement shall
be in accordance with the Florida Rules of Civil Procedure and usual and customary
procedures required by the circuit court of Monroe County.
9.11 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 CONSULTANT 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.
9.12 INDEPENDENT CONTRACTOR Lu
CONSULTANT and its employees and agents and any subconsultants and their employees
and agents, shall be deemed to be independent contractors and not agents or employee of
the COUNTY; and shall not attain any rights or benefits generally afforded classified or
unclassified employees; further they shall not be deem to be entitled to Florida Workers
Compensation benefits as employees of the COUNTY-
At all times and for all purposes under this agreement the CONSULTANT is an independent
contractor and not an employee of the Board of County Commissioners for Monroe County. 76
No statement contained in this agreement shall be construed so as to find the
CONSULTANT or any of his/her employees, contractors, servants, or agents to be y
employees of the Board of County Commissioners for Monroe County.
2
9.13 ATTORNEY'S FEES AND COSTS
The COUNTY and CONSULTANT agree that in the event any cause of action or
administrative proceeding is initiated or defended by any party relative to the enforcement
or interpretation of this Agreement, the prevailing party shall be entitled to reasonable
attorney's fees, court costs, investigative, and out-of-pocket expenses, as an award against
the non-prevailing party, and shall include attomey's fees„ courts costs, investigative, and
out-of-pocket expenses in appellate proceedings.
Q
9.13 BINDING EFFECT
The terms, covenants, conditions,, and provisions of this Agreement shall bind and inure to
the benefit of the COUNTY and CONSULTANT and their respective legal representatives,
successors, and assigns..
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9.14 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 v,
corporate action, as required by law.
0
9.16 CLAIMS FOR FEDERAL OR STATE AID
CONSULTANT 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. Any
conditions imposed as a result of funding that effect the Project will be provided to each
party.
9.16 ADJUDICATION OF DISPUTES OR DISAGREEMENTS
COUNTY and CONSULTANT agree that all disputes and disagreements shall be attempted
to be resolved by meet and confer sessions between representatives of each of the parties.
The CONSULTANT and COUNTY Representative shall try to resolve the claim or dispute
with meet and confer sessions. If the issue or issues are still not resolved to the
satisfaction of the parties, then any party shall have the right to seek such relief or remedy
as may be provided by this Agreement or by Florida law. This provision does not negate or
waive the provisions of paragraph 9.5 concerning termination or cancellation.
9.17 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
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 Agreement or provision of the services under this Agreement. COUNTY and
CONSULTANT specifically agree that no party to this Agreement shall be required to enter
into any arbitration proceedings related to this Agreement,
9.18 NONDISCRIMINATION
CONSULTANT and COUNTY agree that there will be no discrimination against any person, y
and it is expressly understood that upon a determination by a court of competent jurisdiction y
that discrimination has occurred, this Agreement automatically terminates without any
further action on the part of any party, effective the date of the court order. CONSULTANT
and COUNTY agrees to comply with all Federal and Florida statutes, and all local
ordinances, as applicable„ relating to nondiscrimination, These include but are not limited y
to: 1)Title VI I 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) E
The Public Health Service Act of 1912, ss, 523 and 527 (42 USC ss. 690dd-3 and 290ee- 2
3), as amended, relating to confidentiality of alcohol and drug abuse patient records; 8)Title
VI II of the Civil Rights Act of 1968 (42 USC s. 3601 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. 12101 Note),, as may be amended from time to time,
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relating to nondiscrimination on the basis of disability; 10) Monroe County Code Chapter
14, Article ll, which prohibits discrimination on the basis of race, color, sex, religion, national cc
origin, ancestry, sexual orientation, gender identity or expression, familial status or age; 11)
Any other nondiscrimination provisions in any Federal or state statutes which may apply to v,
the parties to, or the subject matter of,this Agreement.
0
9.19 COVENANT OF NO INTEREST
CONSULTANT and COUNTY covenant that neither presently has any interest, and shall
not acquire any interest, which would conflict in any manner or degree with its performance
under this Agreement, and that only interest of each is to perform and receive benefits as
recited in this Agreement. y
9.20 CODE OF ETHICS
COUNTY agrees that officers and employees of the COUNTY recognize and will be
required to comply with the standards of conduct for public officers and employees as
delineated in Section 112.313, Florida Statutes, 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.
9.21 NO SOLICITATIONIPAYMENT y
The CONSULTANT and COUNTY warrant that, in respect to itself, it has neither employed
nor retained any company or person, other than a bona fide employee working solely for it,
to solicit or secure this Agreement and that it has not paid or agreed to pay any person,
company, corporation, individual, or firm, other than a bona fide employee working solely
for it, any fee, commission, percentage, gift, or other consideration contingent upon or
resulting from the award or making of this Agreement. For the breach or violation of the
provision, the CONSULTANT agrees that the COUNTY shall have the right to terminate this
Agreement without liability and, at its discretion, to offset from monies owed, or otherwise
recover, the full amount of such fee, commission, percentage, gift, or consideration.
9.22 PUBLIC RECORDS COMPLIANCE y
CONSULTANT must comply with Florida public records laws, including but not limited to y
Chapter 119, Florida Statutes and Section 24 of article I of the Constitution of Florida. The
County and CONSULTANT shall allow and permit reasonable access to, and inspection of, .6
all documents, records, papers, letters or other"public record" materials in its possession or
under its control subject to the provisions of Chapter 119, Florida Statutes, and made or
received by the County and CONSULTANT in conjunction with this contract and related to
contract performance. The County shall have the right to unilaterally cancel this contract
upon violation of this provision by the CONSULTANT. Failure of the CONSULTANT to
abide by the terms of this provision shall be deemed a material breach of this contract and
the County may enforce the terms of this provision in the form of a court proceeding and
shall, as a prevailing party, be entitled to reimbursement of all attorney's fees and costs
associated with that proceeding. This provision shall survive any termination or expiration of
the contract.
The CONSULTANT is encouraged to consult with its advisors about Florida Public Records
Law in order to comply with this provision.
Pursuant to F.S. 119.0701 and the terms and conditions of this contract, the CONSULTANT
is required to:
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(1) Keep and maintain public records that would be required by the County to perform the
service.
(2) Upon receipt from the County's custodian of records, provide the County with a
copy of the requested records or allow the records to be inspected or copied within a
reasonable time at a cost that does not exceed the cost provided in this chapter or as
otherwise provided by law.
(3) Ensure that public records that are exempt or confidential and exempt from public
records disclosure requirements are not disclosed except as authorized by law for the
duration of the contract term and following completion of the contract if the contractor does
not transfer the records to the County. y
(4) Upon completion of the contract, transfer, at no cost, to the County all public records in
possession of the Contractor or keep and maintain public records that would be required by
the County to perform the service. If the Contractor transfers all public records to the E
County upon completion of the contract, the Contractor shall destroy any duplicate public
records that are exempt or confidential and exempt from public records disclosure
requirements. If the Contractor keeps and maintains public records upon completion of the
contract, the Contractor shall meet all applicable requirements for retaining public records.
All records stored electronically must be provided to the County, upon request from the y
County's custodian of records, in a format that is compatible with the information technology
systems of the County. --
(5) A request to inspect or copy public records relating to a County contract must be
made directly to the County, but if the County does not possess the requested records, the
County shall immediately notify the CONSULTANT of the request, and the CONSULTANT
must provide the records to the County or allow the records to be inspected or copied within
a reasonable time. 75
If the CONSULTANT does not comply with the County's request for records, the County
shall enforce the public records contract provisions in accordance with the contract, y
notwithstanding the County's option and right to unilaterally cancel this contract upon y
violation of this provision by the CONSULTANT. A CONSULTANT who fails to provide the
public records to the County or pursuant to a valid public records request within a
reasonable time may be subject to penalties under section119.10, Florida Statutes.
The CONSULTANT shall not transfer custody, release, alter, destroy or otherwise dispose
of any public records unless or otherwise provided in this provision or as otherwise provided
by law.
IF THE CONSULTANT HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119 FLORIDA STATUTES TO THE
CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS E
RELATING TO THIS CONTRACT CONTACT THE CUSTODIAN OFCD
PUBLIC RECORDS, BRIAN BRADLEY AT PHONE# 305-292-3470
BRADLEY-BRIAN(&MONROECOUNTY-FL GOV, MONROE COUNTY
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ATTORNEY'S OFFICE 1111 12'" Street, SUITE 408, KEY WEST, FL
cc
33040.
9.23 NON-WAIVER OF IMMUNITY
Notwithstanding the provisions of Sec. 768.28, Florida Statutes, the participation of the c
CONSULTANT and the COUNTY in this Agreement and the acquisition of any commercial y
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.
9.24 PRIVILEGES AND IMMUNITIES
All of the privileges and immunities from liability, exemptions from laws, ordinances, and
rules and pensions and relief, disability, workers' compensation, and other benefits which
apply to the activity of officers, agents, or employees of any public agents or employees of
the COUNTY, when performing their respective functions under this Agreement within the
territorial limits of the COUNTY shall apply to the same degree and extent to the
performance of such functions and duties of such officers, agents, volunteers, or employees
outside the territorial limits of the COUNTY.
9.26 LEGAL OBLIGATIONS AND RESPONSIBILITIES
Non-Delegation of Constitutional or Statutory Duties, This Agreement is not intended to,
nor shall it be construed as, relieving any participating entity from any obligation or
responsibility imposed upon the entity by law except to the extent of actual and 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,
9.26 NON-RELIANCE BY NON-PARTIES v,
No person or entity shall be entitled to rely upon the terms, or any of them, of this y
Agreement to enforce or attempt to enforce any third-party claim or entitlement to or benefit
of any service or program contemplated hereunder, and the CONSULTANT and the 76
COUNTY agree that neither the CONSULTANT nor the COUNTY or any agent, officer, or
employee of either shall have the authority to inform, counsel, or otherwise indicate that any y
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,
0
9.27 ATTESTATIONS AND TRUTH IN NEGOTIATION
CONSULTANT agrees to execute such documents as COUNTY may reasonably require,
including a Public Entity Crime Statement,; an Ethics Statement, Vendor Certification _
Regarding Scrutinized Companies List, and a Drug-Free Workplace Statement. Signature
of this Agreement by CONSULTANT shall act as the execution of a truth in negotiation
certificate stating that wage rates and other factual unit costs supporting the compensation
pursuant to the Agreement are accurate„ complete, and current at the time of contracting.
The original contract price and any additions thereto shall be adjusted to exclude any
significant sums by which the agency determines the contract price was increased due to
inaccurate, incomplete, or concurrent wage rates and other
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factual unit costs. All such adjustments must be made within one year following the end of
the Agreement.
9.28 NO PERSONAL LIABILITY v,
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.
9.29 EXECUTION IN COUNTERPARTS y
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 any of the parties hereto may execute this Agreement by signing any such
counterpart.
0
IN WITNESS WHEREOF, each party has caused this Agreement to be executed by its duly
authorized representative on the day and year first above written.
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
Digitally signed byRanan Gan"Roman ON.m•floman Gattes6 o-mom* (,
County KKC,ou.County
r+ � Adminlnstrator,tmall.Louard-
IV� te I lord manmecourory-sl.gaay.c.US LU
By: Date,20 .10.09q41:50.54.0406° mONROE COVNV ATTORNEY _
County Administrator �R 3
re. r�rr �. r '.1r.7ar y :5
CHMSTMEcEb9M ®ARAOWS U-
ASSISTANT COUNTY ArroFLNEY ¢
Date: DAYS: IM112rs
v,
Government Group Services, Inc.
A t:
BY: ,r i
David G. J os
title, _ Title: Managing Director
END OF AGREEMENT
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SERVICESAppEndix A
cc
GSG SCOPE OF
PIT IL I T T T L VL I II I o
PHASE 1
Task 1. Evaluate Proposed Sea Level Rise Improvements Project Determine and obtain the
necessary data to develop apportionment methodology. Locate the proposed improvements y
and determine the benefited properties. Evaluate the proposed project to determine and
obtain the data and information necessary to develop an assessment methodology approach.
Such data may include the GIS database,tax roll information and existing and future land-use
data. Using the data, determine the preliminary location of the proposed improvements to
serve as a basis for identifying geographic areas benefited by the improvements.
Task 2: Develop a Preliminary Apportionment Methodology Using the data and criteria established
by County staff and officials,GSG will develop a preliminary apportionment methodology based o
on the proposed projects,their location and properties benefited by the projects.
Task 3: Create a Preliminary Database Using the most current ad valorem tax roll, create a
preliminary database.Augment the database with other pertinent data determined to support
the apportionment methodology.
Task : Determine the Assessment Revenue Requirements Review the funding requirements of the
proposed improvements, including financing or debt service requirements. Based on these
funding requirements,determine the total assessment revenue requirements for the proposed
projects including program implementation costs and annual costs.
Task 5: Apply Apportionment Methodology to Preliminary Database Apply the preliminary
apportionment methodology to the preliminary database to test the data validity and
sufficiency. Modify the database and/or revise the apportionment methodology as necessary. m
Task : Calculate a Proforma Schedule of Rates Calculate a proforma schedule of rates based on
the apportionment methodology and revenue requirements for the assessment program. y
Provide alternative revenue scenarios if required.
76
Task T: Prepare Assessment Memorandum Prepare an Assessment Memorandum which documents
proposed apportionment methodology and proforma assessment rates.
2
PHASE
Task : Assist with Legal Documents Advise and assist the County's legal counsel in drafting of the
implementing resolutions.
Task 9: Advise and Assist with Implementation Requirements Advise and assist with the legal
requirements for adoption of the maximum annual rates and certification of the assessment �
roll in accordance with the Uniform Method including: (a) the development of the first-class E
notice and its distribution, (b) publication of the public hearing, (c) attendance at the public
hearing and (d)certification of the assessment roll to the Monroe County Tax Collector.
Task 10: Assist in Prepayment Process GSG will advise and assist with the prepayment process
including preparation and mailing of the prepayment notices and provision of a table or m
spreadsheet for County staff to track prepayments.
Packet Pg. 2402
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Task JI: Prepare and Transmit the Final Assessment Roll GSG will prepare the final assessment roll
that will implement the assessment program and will transmit the roll in electronic format to
the Monroe County Tax Collector.
o
FEES AND COSTS
For the professional services and specialized assistance provided by GSG, we will perform the work on an
hourly fee basis at our standard hourly rates as outlined below,with a not-to-exceed amount of$49,999.
The standard hourly rates for GSG are as follows:
GOVERNMENT SERVICES GROUP, INC.
SeniorAdvisor............................................................................................$285
Vice President/Managing Director...........................................................$285
Assistant Director ......................................................................................$235
Project Manager/Project Coordinator......................................................$185
Database Analyst/Technical Services......................................................$10
LeadProject Analyst..................................................................................$J.00
ProjectAnalyst...........................................................................................$ 90
Administrative Support.............................................................................. 75 y
The not-to-exceed fee does not Include the costs of producing and mailing first class notices (or
prepayment notices),If required,Mailirg and production costs depend on the number of assessable parcels 2
of property within the assess em program area, but average approximately $1.40 per parcel. Payment of
mailing and production costs is due at the time of adoption of the initial assessment resolution or like
document. For non-domestic notices, mailing charges will include the actual amount of postage beyond the
domestic rate. Should U.S. postage rates increase prior to mailing, the additional postage per notice will be
charged.
The Count is r E
y responsible far any costs incurred to obtain information from the property appraiser or other
public officials that is necessary for the assessment program. y
The County is responsible for working with the Property Appraiser to obtain the necessary information for n
properties with exempt"home addresses" pursuant to Section 119.07.1, Florida Statutes.
76
The County is responsible for any and all newspaper publications, including, but not limited to, making
arrangements for publications and any costs associated therewith.
Please note that GSG works with the premise of developing and implementing assessment programs with an
eye on potential legal challenges In an attempt to maximize both the efficiency and the effectiveness of any
defense. Nonetheless, the not-to-exceed fees outlined above for professional services do not include any
provision for litigation defense.Accordingly,in the event there is a legal challenge,GSG would be available,on
an hourly basis,to assist the County in its defense.
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Appendix 8
y
SCOPE OF SERVICES
Provide services for the annual maintenance and certification of the non-ad valorem special assessment
roils for Sands and Twin Lakes Sea Level Rise Capital Assessment Programs.
Consultant will provide ongoing administrative services for update and maintenance of the databases
necessary to create and certify the final assessment roll on an annual basis in compliance with statutory
timefraes and develop an end-of-year report for County staff.
The scope also includes the maintenance of an online database for County staff to create pay off memos and y
enter payoffs that are received. The Consultant will manage the database annually by providing the County
with a list of payoffs received.
Annual services are for an initial five-year period and include an option to extend for an additional five-year E
period.The lump sum annual maintenance fees for Fiscal Years 2022-23 through 2026-27 will be determined
after implementation of the Sands and Twin Lakes Sea Level Rise Capital Assessment Programs are
implemented FY 2021-22.
0
The fee for professional services will not include any on-site visits by GSG. Any requested on-site meetings by
GSG staff may be arranged at our standard hourly rates provided below. All expenses related to these
requested meetings will be billed in accordance with section 112.061, Florida Statutes. If necessary, in lieu y
of on-site visits, periodic telephone conference calls may be scheduled to discuss project status. CL
The standard hourly rates for GSG are as follows:
GOVERNMENT SERVICES GROUP,INC.
SeniorAdvisor............................................................................................$25
Vice President/Managing Director...........................................................$285
Assistant Director .....................................................................................$235
Project Manager/Project Coordinator......................................................$185
Database Analyst/Technical Services......................................................$150
LeadProject Analyst..................................................................................$100
ProjectAnalyst........................................................................................... 90
AdministrativeSupport.............................................................................. 75 a
76
Reimbursable penes
All expenses related to on-site meetings will be billed In accordance with Florida Statute 112.061 and Monroe
County Ordinance 004-2004. Travel expenses must be submitted on a State of Florida Voucher for
Reimbursement of Travel Expenses. Receipts showing a zero balance are required for airfare, hotel and car
arrangements. Boarding passes must be submitted for air travel. The Monroe County per diem for breakfast,
lunch, and dinner are $6.00, 11.00,-and $1 .00, respectively. Monroe County does not reimburse for
parking at or travel to the destination airport.
Packet Pg. 2404
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GOVESER-01 CRYSTA!
CERTIFICATE OF LIABILITY INSURANCE DATE 1o1612020aoao"'
�
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED
REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder Is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. CO
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy,certain policies may require an endorsement A statement on
this certificate does not confer ri hts to the certificate holder in lieu of such ee�ngdorsement(s).
PRODUCER a NAME CT y
Earl Bacon Agency,Inc. PHONE
Ext (850)878-2121 FAX Ne 850 878-2128
Post Office Box 12039ss 1' 1 k( j O
Tallahassee,FL 32317
<n
INSURER(S)AFFORDING COVERAGE NAIC 9 _
INSURER AThe Phoenix Insurance Company 25623
INSURED INSURERB:Auto-OWnem Insurance Company 1898$
Government Services Group Inc. INSURER C:The Travelers Indemnity Company 25658
Kathy Lind
500 MahanaD.,#250 INSURER D.Zenith Insurance Company 13269_ y
Tallahassee,FL 32308 INSURER F.Scottsdale Indemnity Comps
INSURER F
COVERAGES CERTIFICATE NUMBER: REVISION N _
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS;
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. 4-
INSR TYPE OF INSURANCE _ ADDL SUER-.. .INSD POLICY NUMBER _ POLICY EI:F_... POLICY EXP LAMML LIMITS __.
A X COMMERCIAL GENERAL LIABILITY EACHOCCURRENCE S 2,000,000
CLAIMS-MADE X OCCUR 6807521H602 1111/2019 111112020 DAMAGETEENT�e , 300,000
( €CeI s
X Total Gen Agg 10,000 5000 y
_ MEo EXP An,urs9person•.. S , �
PERSONAL d ACV INJURY S 2,000,000 �
APPROVED RISK MANAGEMENT 4,000,000
GEN'LAGGREGATELIMITAPPL➢ESPER �j���, GENERALAGGRE AGGREGATE $
POLICY X Fg& L '"'"'-" PRODUCTS«COMPIOPAGG 5 4,000,000
0)
OTHER. 5
® AUTOMOBILE LIABILITY ,..(OCOMBINED
S NGLE LIMIT_. 5 1,000,000
aWdeX ANY AUTO X 4853169600 911/2020 911/2021 J®ODILY INJURY gperperspn) 5
OWNED SCHEDULED _ �
AUTOS ONLY '..AUTOS op OILY INJURY_{per accident 5
' TY
ALP ONLY '..AN 7P�Pp0 Y erramdl AMAGE S
S
C X UMBRELLA LIAR X OCCUR EACH OCCURRENCE 5 10,000,000 O
EXCESS LIAB CLAIMS-MACE', X CUP2431YS141942 11/112019 11/1/2020 AGGREGATE S 110,000,000 N
D X RETENTIONS 5,000 0)
D WORKERS COMPENSATION PER OTh1-
ANDEMPLOYERS'UABRITY YIN '.STATUTE
ANY PROPRIET AR ER1E%ECUTIVE Z134103504 3/17/2020 311712D21 ...
1,000,001)
W9 ry9M%W, CLUDEDT NIA
E.L.EACH ACCIpENT $
antlalory In NH( L.DISEASE-EA EMPLOYEE S 1,000,000 U
II SC IR PTS Under F PERATI N bsdBtw E.L.D9 E®...POLICY LIMIT S 110001000 0.
A ',Crime 6807621H602 11/1/2019 11/112020 50,000 N
E ',Professional Liab EK13342637 811212020 811212021 'Retention$15,000 5,000,000
2
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES IACORD 101,Additional Remarks Schedule,may be attached It more space Is required)
CERTIFICATE HOLDER CANCELLATION
O
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
0)
AUTHORIZED REPRESENTATIVE
Monroe County
1111 12th Street Suite 408
ACORD 25(2016103) 01988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
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