Item B03
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date:
October 18, 2001
Division:
Growth Management
Bulk Item: Yes X
No
Department:
Planning & Environmental Resources
AGENDA ITEM WORDING: Approval of a Contract with the fIrm of Chesapeake Group, Inc., to analyze non-
residential market demand and land use, and linkages to affordable housing demand and provide additional technical
assistance in the preparation of Community Master Plans under the Livable CommuniKeys Program.
ITEM BACKGROUND: On September 20, 2001, the BOCC approved the selection of Chesapeake Group, Inc., to
prepare studies for the preparation of market and land use analyses, policies, regulations and development standards for
non-residential in the Florida Keys. The Growth Management Division staff was directed to enter into contract
negotiations with the fIrm. A draft contract, budget, and scope of services have been prepared for the BOCC approval.
The proposed contract amount is $173,000 of which $106,500 is budgeted for the completion of three tasks: Analysis of
Market Demand and Business Opportunities ($81,500); Evaluation of Land Use Demand and Scenarios ($25,000); and
Analysis of Non-Residential Linkages and Affordable Housing Opportunities ($16,500). The remaining $50,000 is
reserved for follow-on technical assistance. The total amount is signifIcantly more than originally estimated ($100,000)
due to the addition of the workers housing linking study and to allow for preparation of follow-on studies and technical
assistance. The worker housing linkage study is in response to the BOCC's request during the adoption ofNROGO for the
staff to investigate possible options for linkage requirements between new non-residential development and provision of
worker housing.
A detailed work scope, schedule and budget for each of the three tasks under the scope of services and any additional
technical assistance (Task 4) for the Livable CommuniKeys Program will be negotiated between the consultant and the
County Administrator or his designee (Growth Management Director) in separate work orders. This contract
administration process is similar to the one successfully used with the County's contract for transportation planning and
engineering technical assistance for the last fIve years.
PREVIOUS RELEVANT BOCC ACTION:
September 20, 2001: The BOCC approved the selection of the fIrm of Chesapeake Group, Inc. and directed staff to enter
into contract negotiations.
CONTRACT/AGREEMENT CHANGES: N/A
ST AFF RECOMMENDATIONS: Approval
TOTAL COST: $173,000
BUDGETED: Yes X No
COST TO COUNTY: $173,000
REVENUE PRODUCING:
Yes N/A No
AMOUNT PER MONTH N/A Year
APPROVED BY:
County Atty X
Risk Management ---L
DIVISION DIRECTOR APPROVAL:
DOCUMENTATION: Included ~ To Follow
DISPOSITION:
ot Required
- ';/J
AGENDA ITEM # (~ - L,z )
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract with: THE CHESAPEAKE GROUP, IN&~mtract #
Effective Date:
Expiration Date:
Contract Purpose/Description:
Analyze non-residential market demand and land use,
::Inn " . Tn ::If~ . '.l t:> ,..,~.. ~ ~ .. ~ . <>nrl . It:>
technical assistance of Community Master Plans.
Contract Manager: Marlene Conaway 2523 Planning #11
(Name) (Ext.) (Department/Stop #)
for BOCC meeting on 10/18/01 Agenda Deadline: 10/02/01
CONTRACT COSTS
Total Dollar Value of Contract: $ 173 ,000
Budgeted? Yes[!] No 0 Account Codes:
Grant: $ N/ A
County Match: $
Current Year Portion: $ 173,000
148 - 51000- 530 -340
----
----
----
----
ADDITIONAL COSTS
Estimated Ongoing Costs: $ /yr For:
(Not included in dollar value above) (eg. maintenance, utilities, janitorial, salaries, etc.)
CONTRACT REVIEW
Division Director
Changes
Date In Needed
I e>!D 'II 01 YesD Nog/
Date Out
loJoqJo
o ,M.B .IPurchasing
YesGNoD
i ) ! 'I. ,
. ,-- t/ I '-, \-~-
1/ '/i, /
~/ L-UC..-{fi.- U
Ie Ir:-'c, 0\
Risk Management
r Drn~i\(~l YesD NoG2(
I I
/I I
,?t'LA/UU
Ie 'S:o
County Attorney ~ Y es~-~o[]
/\ 1\ -:). ",' I 1-'1-
Comments: /~{;: ;/1/ .Qi. - / '7 +C{ '! / 7; .
t l ~_ L -
-
,-. -.'i/
/k
. I
,{'r. ,r
" ',.,.-, L
/
,r ,-// ("I
-I ',1/0']
....... ,-'
L" '\.,L' cf2/
21.L ,:;t.LL~~ (t. (lG<.A..A-U
OMB Form Revised 2/27/01 MCP #2
MONROE COUNTY
ECONOMIC ANALYSIS AND PLANNING SERVICES
AGREEMENT FOR PROFESSIONAL SERVICES
THIS AGREEMENT made and entered into this day of , 2001,
by and between the MONROE COUNTY BOARD OF COUNTY COMMISSIONERS,
Monroe County, Florida, referred as the "CLIENT", and THE CHESAPEAKE GROUP,
INC., with offices located at 8516 Green Lane, Baltimore, Maryland 21244, hereinafter
referred to as the CONSULTANT.
WHEREAS, the CLIENT has determined that it is necessary, expedient, and to the best
interest of the CLIENT to retain a CONSULTANT to render and perform consulting and
other professional services in connection with the providing technical assistance to
Monroe County in the area of economic analysis and planning services.
WHEREAS, THE CLIENT desires to engage the CONSULTANT on a contract basis, for
work assignments, as per the authorization procedures hereinafter set forth.
NOW, THEREFORE, the parties hereto do mutually agree as follows:
SECTION 1. EMPLOYMENT OF THE CONSULTANT
The CLIENT hereby engages the CONSULTANT and the CONSULTANT agrees to
perform services hereinafter described.
SECTION 2. SCOPE OF SERVICES
The CONSULTANT shall do, perform and carry out in a professional and proper manner
certain duties as described in the Basic Scope of Services - Exhibit "A" - which is
attached hereto and made a part of this agreement.
SECTION 3. CLIENT'S RESPONSIBILITIES
The CLIENT shall complete the following in a timely manner so as not to delay the
services of the CONSULTANT:
3.1 Provide all best available data and base maps as to the CLIENT's requirements
for Work Assignments. Designate in writing a person with authority to act on the
CLIENT's behalf on all matters concerning the Work Assignment.
3.2 Furnish to the CONSULTANT all existing plans, studies, reports, and other
available data pertinent to the work, and obtain or provide additional reports and
data as required by the CONSULTANT. The CONSULTANT shall be entitled to
use and rely upon such information and services provided by the CLIENT or
others in performing the CONSULTANT's services.
-2-
3.3 Arrange for access to and make all provisions for the CONSULTANT to enter
upon public and private property as reasonably required, and legally allowed, for
the CONSULTANT to perform services hereunder. Any obstruction to such
access by private property owners shall not constitute a basis for waiver of any
other required entries on to public and private property, nor shall it provide a
basis for termination of the contract. I n the event that such access is so
obstructed, CONSULTANT and CLIENT shall work together to resolve the
difficulty in a timely manner.
3.4 Perform such other functions as are indicated in Exhibit "A" including but not
limited to scheduling all meetings, work sessions, and hearings associated with
the performance of the CONSULTANT's work, including preparation of minutes
and records.
SECTION 4. TIME OF COMPLETION
The services to be rendered by the CONSULTANT for each individual work order
request shall be commenced upon written notice from the CLIENT and the work shall be
completed in accordance with the schedule mutually agreed to by the CLIENT and
CONSULTANT, unless it shall be modified in a signed document, by the mutual consent
of the CLIENT and CONSULTANT. Subsequent services shall be performed in
accordance with schedules of performance which shall be mutually agreed to by
CLIENT and CONSULTANT.
SECTION 5. COMPENSATION
5.1 The maximum compensation to the CONSULTANT under this agreement is
$173,000.
5.2 The CLIENT agrees to pay the CONSULTANT on the lump sum basis for each
individual work order request or as may be mutually agreed by CLIENT and
CONSULTANT. Should there be any reimbursable expense request and should
there be any disagreement on these, any disagreement regarding which items
are reimbursable shall be submitted to the County Clerk for determination and
whose decision shall be final.
5.3 The hourly billing rates of the CONSULTANT, expected to include virtually all
costs including travel, used in calculating the compensation due are:
Position Rate
President $100
Principal $85
Survevors $35
-3-
SECTION 6. PAYMENT TO CONSULTANT
6.1 CONSULTANT shall submit monthly invoices and progress reports for services
rendered on each individual work order being performed by the CONSULTANT.
The CLIENT shall make payments in response to CONSULTANT's invoices
within forty-five (45) days of the invoice date.
6.2 If the CLIENT fails to make any payment due to the CONSULTANT for services
and expenses within forty-five (45) days after the invoice dates, the
CONSULTANT may, after giving seven (7) days written notice to the CLIENT,
suspend services until the CONSULTANT has been paid in full all amounts due
for services.
SECTION 7. AUTHORIZATION OF WORK ASSIGNMENTS
7.1 All work assignments beyond or in addition to EXHIBIT "A" shall be authorized in
a signed document in accordance with the CLIENT's policy prior to any work
being conducted by the CONSULTANT.
7.2 Additional authorizations may contain additional instructions or provisions
specific to the authorized work for the purpose of clarifying certain aspects of this
Agreement pertinent to the work to be undertaken. Such supplemental
instruction or provisions shall not be construed as a modification of this
Agreement. Authorizations shall be dated and serially numbered.
SECTION 8. COST CONTROL
8.1 Opinions of probable construction cost, financial evaluations, and feasibility
studies prepared by the CONSULTANT under the Work Assignment will be
made on the basis of the CONSULTANT's best judgment as an experienced and
qualified professional. It is recognized, however, that the CONSULTANT does
not have control over the cost of labor, material, equipment, or services furnished
by others over market conditions or contractor's methods of determining their
prices, and that any utilitarian evaluation of any facility to be constructed or work
to be performed on the basis of the Work Assignment must be of necessity
speculative. Accordingly, the CONSULTANT does not guarantee that proposals,
bids, or actual costs will not vary from opinions, evaluations, or studies submitted
by the CONSULTANT to the CLIENT thereunder.
SECTION 9. NOTICES
All notices, requests and authorizations provided for herein shall be in a signed
document and shall be delivered or mailed to the addresses as follows:
To the CLIENT:
Monroe County Board of County Commissioners
c/o Monroe County Planning Department
2798 Overseas Highway, Suite 410
Marathon, Florida 33050
Attention: Planning Director
-4-
To the CONSULTANT:
The Chesapeake Group, Inc.
8516 Green Lane
Baltimore, Maryland 21244
Attention: Howard Kohn, Project Manager
or addressed to either party at such other addresses as such party shall hereinafter
furnish to the other party in writing. Each such notice, request, or authorization shall be
deemed to have been duly given when so delivered, or, if mailed, when deposited in the
mails, registered, postage paid.
SECTION 10. GENERAL CONDITIONS
10.1 All documents created or prepared by CONSULTANT and which are necessary
for the fulfillment of this agreement, including reproducible copies of original
drawings estimates, specifications, field notes, and data are and remain in the
property of the CLIENT. In the event the CLIENT uses said documents on any
projects not covered in this contract, it shall indemnify and save harmless
CONSULTANT from all damages, including legal fees and costs, resulting from
the reuse of said documents.
10.2 This Agreement may be terminated by either party with or without cause by thirty
(30) days written notice to the other party. In the event of any termination, the
CONSULTANT will be paid for all services rendered and reimbursable expenses
incurred to date of termination. The CLIENT will receive all work product
performed, in whatever manner, as of the date of termination.
10.3 The CLIENT and CONSULTANT each is hereby bound and the partners,
successors, executors, administrators, and legal representatives of the CLIENT
and CONSULTANT are hereby bound to the other party of this Agreement and to
the partners, successors, executors, administrators, and legal representative
(and said assigns) of such other party, in respect of all covenants, agreements,
and obligations of this agreement.
10.4 The CONSULTANT shall not assign, sublet or transfer any rights under or
interest in (including, but without limitations, moneys that may become due or
moneys that are due) this agreement or subsequent Work Assignment without
the written consent of the CLIENT, except to the extent that any assignment,
subletting, or transfer is mandated by law or the effect of this limitation may be
restricted by law. Unless specifically stated to the contrary in any written
consent to any assignment, no assignment will release or discharge the
assignor from any duty or responsibility under this agreement.
10.5 Nothing under this agreement shall be construed to give any rights or benefits
in this agreement to anyone other than the CLIENT and CONSULTANT, and all
duties and responsibilities undertaken pursuant to this agreement will be for the
sole and exclusive benefit of the CLIENT and CONSULTANT and not for the
benefit of any other party.
-5-
10.6 Nothing in this agreement should be read as modifying the applicable statue of
limitations. The waiver of the breach of any obligation of this agreement does
not waive another breach of that or any other obligation.
10.7 No member, officer, or employee of the CLIENT during his tenure or for two
years hereafter shall have any interest, direct or indirect, in this contract or the
proceeds thereof. This aforegoing statement shall be inserted in any
subcontract.
10.8 The CONSULTANT warrants that it has not employed, retained or otherwise
had act on its behalf any former County officer or employee subject to the
prohibition of Section 2 of Ordinance No. 010-1990 or any County officer or
employee in violation of Section 3 of Ordinance No. 020-1990. For breach or
violation of this provision the CLIENT may, in its discretion, terminate this
agreement without liability and may also, In its discretion, deduct from the
agreement or purchase price, or otherwise recover the full amount of any fee,
commission, percentage, gift, or consideration paid to the former County officer
or employee.
10.9 This Agreement constitutes the entire agreement between CLIENT and
CONSULTANT and supersedes all prior written or oral understandings. This
agreement may only be amended, supplemented, modified, or canceled by a
written instrument duly executed by the Monroe County Board of County
Commissioners and the CONSULTANT, provided that the scope of services
may be modified by a written agreement executed by the County Administrator
or his designee and CONSULTANT, consistent with Section 10 of this
agreement.
10.1 0 CONSULTANT warrants that it has not employed or retained any company or
person, other than a bona fide employee working solely for the CONSULTANT
to solicit or secure this agreement and that he has not paid or agreed to pay
any person, company, corporation, individual, or firm, other than a bona fide
employee working solely for the CONSULTANT any fee, commission,
percentage, gift, or any other consideration contingent upon or resulting from
the award or making of this agreement.
10.11 In the carrying out of this agreement, the CONSULTANT will not discriminate
against any employee or applicant for employment because of sex, race, creed,
color or national origin. In carrying out this agreement, the CONSULTANT will
take affirmative action to ensure that applicants are employed, and that
employees are treated during employment without regard to their sex, race,
creed, color, or national origin. Such action shall include but not be limited to,
the following: Upgrading, demotion or transfer; recruitment or recruitment
advertising; layoff of termination; rates of any or other forms of compensation;
and selection for training, including apprenticeship. The CONSULTANT agrees
to post in conspicuous places, available to employees and applicants for
employment, such notices as may be provided by the CLIENT setting forth the
provisions of this non-discrimination clause.
-6-
10.12 This agreement shall be governed by the Laws of the State of Florida. Venue
for any litigation arising under this agreement must be in Monroe County,
Florida.
SECTION 11. INDEMNIFICATION
The CONSULTANT does hereby consent and agree to indemnify and hold harmless the
County, its Mayor, the Board of County Commissioners, appointed Boards and
Commissions, Officers, and the Employees, and any other agents, individually and
collectively, from all fines, suits, claims, demands, actions, costs, obligations, attorneys
fees, or liability of any kind arising out of the sole negligent actions of the
CONSULTANT or substantial and unnecessary delay caused by the willful
nonperformance of the CONSULTANT and shall be solely responsible and
answerable for any and all accidents or injuries to persons or property arising out of its
performance of this contract. The amount and type of insurance coverage requirements
set forth hereunder shall in no way be construed as limiting the scope of indemnity set
forth in this paragraph. The CLIENT does hereby covenant and agree to indemnify and
save harmless the CONSULTANT from any fines, suits, claims, demands, actions,
costs obligations, attorney fees, or liability of any kind resulting from a negligent act or
omission by the County, it's Mayor, the Board of County Commissioners, appointed
Boards and Commissions, Officers, and Employees, individually and collectively under
the provisions and up to the limits of liability as stated in section 768.28 F.S. Further the
CONSULTANT agrees to defend and pay all legal costs attendant to acts attributable to
the sole negligent act of the CONSULTANT.
At all times and for all purposes hereunder, the CONSULTANT is an independent
contractor and not an employee of the Board of County Commissioners. No statement
contained in this agreement shall be construed so as to find the CONSULTANT or any
of his/her employees, contractors, servants or agents to be employees of the Board of
County Commissioners for Monroe County. As an independent contractor the
CONSULTANT shall provide independent, professional judgment and comply with all
federal, state, and local statutes, ordinances, rules and regulations applicable to the
services to be provided,
The CONSULTANT shall be responsible for the completeness and accuracy of its work,
plan, supporting data, and other documents prepared or compiled under its obligation
for this project, and shall correct at its expense all significant errors or omissions therein
which may be disclosed. The cost of the work necessary to correct those errors
attributable to the CONSULTANT and any damage incurred by the CLIENT as a result
of additional costs caused by such errors shall be chargeable to the CONSULTANT.
This provision shall not apply to any maps, official records, contracts, or other data that
may be provided by the County or other public or semi-public agencies.
The CONSULTANT agrees that no charges or claims for damages shall be made by it
for any delays or hindrances attributable to the CLIENT during the progress of any
portion of the services specified in this contract. Such delays or hindrances, if any, shall
be compensated for by the County by an extension of time for a reasonable period for
the CONSULTANT to complete the work schedule. Such an agreement shall be made
between the parties.
-7-
SECTION 12. INSURANCE POLICIES
The CONSULTANT shall procure and maintain the insurance required in Exhibit "B".
Exhibit "B" is attached and made a part of this agreement.
IN WITNESS WHEREOF, the parties hereto have caused these presents to be
executed on the day of 2001.
(SEAL)
ATTEST DANNY L. KOLHAGE, CLERK
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
By
Deputy Clerk
By
Mayor/Chairman
(CORPORATE SEAL)
ATTEST:
The Chesapeake Group, Inc.
By
Assistant Secretary
By
President
APPROVED AS TO FORM
AND..LEG~L .SUFFK:II;NCY,
B'Y ::c:~ --~r---7/ __,/
ROBERT N~ waLr('
DATE / ,- - ,r' /
EXHIBIT "A"
SCOPE OF SERVICES
~
~
0&','_';"
~\~t ......_
~
~
Task 1 - Analvsis of Market Demand and Business Opportunities
Activities:
The following is included in the first task.
./ Field reconnaissance. Key TCG team members will perform a
reconnaissance of the key non-residential areas to review current land
use patterns, trends, and development.
./ Computer generated inventory. TCG will use computer software,
based on telephone directories, to identify current business activity by
five or more digit SIC code.
./ Survey of existing businesses. Using a set questionnaire, a sampling
of Key's businesses will be surveyed to define current market
conditions and other issues.
./ Conduct a large sample telephone survey of households. TCG will
develop the questionnaire or implementation tool and conduct a large
sample survey of households in the defined geographic areas.
./ Conduct a large sample survey of visitors. TCG will develop the
questionnaire or implementation tool and conduct a large sample
survey of non-resident, visitor households.
./ Interviews with "critical" actors. TCG will meet face-to-face or one-on-
one with a minimum of 30 "critical"/key actors and stakeholders.
./ Conduct of a comparative analysis. In the comparative analysis the
Key's business structure will be compared to other communities based
on a broad range of criteria reflecting the uniqueness of size and.
This analysis will yield a set of businesses that could be attracted or
developed that reflects that which has occurred in other places.
./ Demand forecasts. Forecasts of demand for commercial goods and
services will also be made. The analysis is expected to yield
information with respect to but not necessarily limited to that which
follows:
· definition of markets associated with commercial service activity;
1 Exhibit A
~
-=--
C>>
P
~
C>>
-r
~
~
r
"
-
.
~
:S>>
· definition of the markets' population spending, shopping, selected entertainment,
and commercial utilization patterns, based on actual data developed through
surveys;
· definition of the potential market penetration levels for segments of the market,
based on data developed through the surveys;
· demand forecasts for retail, by major retail category and store type, and
capturable space for the planning areas;
· definition of retail and related services specific types of businesses that would be
marketable;
· demand forecasts for non-retail services for the planning areas; and
· definition of non-retail services specific types of businesses that would be
marketable.
It is also noted that new development is not the only opportunity that may exist in the
Keys. Expansion opportunities for existing operations as well as reconfiguration is
another component of the effort to be undertaken in this phase.
End Product: The final product for Task 1 is a written report with supporting graphics
and charts.
Cost: $$81,500
Task 2 - Evaluation of Land Use Demand and Scenarios
Activities:
Demand estimates associated with the future will be converted to supportable space
and associated appropriate measures, such as acreage, number of units, gross floor
area for retail office and professional services. This will be done for the county as a
whole and for planning areas.
Based on the scenarios, the defined measurements of "space," and current zoning and
development, recommendations on needed changes in the location and amount of
zoning required will be made. The recommendations are expected to be prepared in
both chart and graphic form.
End Product: The final product for Task 2 is a written report with supporting charts and
graphics.
Total Cost: $25,000
2 Exhibit A
Task 3 - Analysis of Non-residential Linkaaes and Affordable Housina
Opportu n ities
Activities:
In this Task, TCG will define the potential current and future relationships between
affordable housing and non-residential activity, b~sed on potential demand for
affordable housing, locations, and inter-related costs and various future opportunity fees
structure. Included will be
./ Demand for affordable housing;
./ Specific sites for affordable housing in cooperation with the client, if possible;
./ Programs and means of expanding the affordable housing stock that are linked
to non-residential development; and
./ The best options for expanding affordable housing within the county.
Consideration will be given to cooperative efforts with other internal jurisdictions.
Product: The end product will be a written report with supporting tables and graphics.
Cost: $16,500
Task 4 - Additional Technical Assistance
Activities:
The remaining activity may be multi-faceted, including but not necessarily limited to:
management and regulatory processes associated with amendments to the
Comprehensive Plan; and preparation of specific guidelines and regulations for
revisions to the County's zoning district regulations and development standards;
continued consultation on individual issues, and plans in conjunction with the Livable
CommuniKeys Program.
Products: To be determined through separate work orders.
Cost: $50,000
3 Exhibit A
EXHIBIT "B"
RISK MANAGEMENT
POLICY AND PROCEDURES
CONTRACT ADMINISTRATION
MANUAL
General Insurance Requirements
for
Other Contractors and Subcontractors
As a pre-requisite of the work governed, or the goods supplied under this contract
(including the pre-staging of personnel and material), the Contractor shall obtain, at
his/her own expense, insurance as specified in any attached schedules, which are
made part of this contract. The Contractor will ensure that the insurance obtained will
extend protection to all Subcontractors engaged by the Contractor. As an alternative,
the Contractor may require all Subcontractors to obtain insurance consistent with the
attached schedules.
The Contractor will not be permitted to commence work governed by this contract
(including pre-staging of personnel and material) until satisfactory evidence of the
required insurance has been furnished to the County as specified below. Delays in the
commencement of work, resulting from the failure of the Contractor to provide
satisfactory evidence of the required insurance, shall not extend deadlines specified in
this contract and any penalties and failure to perform assessments shall be imposed as
if the work commenced on the specified date and time, except for the Contractor's
failure to provide satisfactory evidence.
The Contractor shall maintain the required insurance throughout the entire term of this
contract and any extensions specified in the attached schedules. Failure to comply with
this provision may result in the immediate suspension of all work until the required
insurance has been reinstated or replaced. Delays in the completion of work resulting
from the failure of the Contractor to maintain the required insurance shall not extend
deadlines specified in this contract and any penalties and failure to perform
assessments shall be imposed as if the work had not been suspended, except for the
Contractor's failure to maintain the required insurance.
The Contractor shall provide, to the County, as satisfactory evidence of the required
insurance, either:
· Certificate of Insurance
Or
· A Certified copy of the actual insurance policy.
The County, at its sole option, has the right to request a certified copy of any or all
insurance policies required by this contract.
All insurance policies must specify that they are not subject to cancellation, non-
renewal, material change, or reduction in coverage unless a minimum of thirty (30) days
prior notification is given to the County by the insurer.
The acceptance and/or approval of the Contractor's insurance shall not be construed as
relieving the Contractor from any liability or obligation assumed under this contract or
imposed by law. The Monroe County Board of County Commissioners, its employees
and officials will be included as "Additional Insured" on all policies, except for Workers'
Compensation.
Any deviations from this General Insurance Requirements must be requested in writing
on the County prepared form entitled "Request for Waiver of Insurance
Requirements" and approved by Monroe County Risk Management.
2
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
THE CHESAPEAKE GROUP, INC.
Prior to the commencement of work governed by this contract, the Contractor shall
obtain General Liability Insurance. Coverage shall be maintained throughout the life of
the contract and include, as a minimum:
· Premises Operations
· Bodily Injury Liability
· Expanded Definition of Property Damage
The minimum limits acceptable shall be:
$500,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$250,000 per Person
$500,000 per Occurrence
$ 50,000 Property Damage
An Occurrence Form policy is preferred. If coverage is 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 should
extend for a minimum of twelve (12) months following the acceptance of work by the
County.
The Monroe County Board of County Commissioners shall be named as Additional
Insured on all policies issued to satisfy the above requirements.
VEHICLE LIABILITY
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
THE CHESAPEAKE GROUP, INC.
Recognizing that the work governed by this contract requires the use of vehicles, the
Contractor, prior to the commencement of work, shall obtain Vehicle Liability Insurance.
Coverage shall be maintained throughout the life of the contract and include, as a
minimum, liability coverage for:
· Owned, Non-Owned, and Hired Vehicles
The minimum limits acceptable shall be:
$300,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$100,000 per Person
$300,000 per Occurrence
$ 50,000 Property Damage
The Monroe County Board of County Commissioners shall be named as Additional
Insured on al policies issued to satisfy the above requirements.
WORKERS' COMPENSATION
INSURANCE REQUIREMENTS
FOR
CONTRACT
BETWEEN
MONROE COUNTY, FLORIDA
AND
THE CHESAPEAKE GROUP, INC.
Prior to the commencement of work governed by this contract, the Contractor shall
obtain Workers' Compensation Insurance with limits sufficient to respond to the
applicable state statues.
In addition, the Contractor shall obtain Employers' Liability Insurance with limits of not
less than:
$500,000 Bodily Injury by Accident
$500,000 Bodily Injury by Disease, policy limits
$500,000 Bodily Injury by Disease, each employee
Coverage shall be maintained throughout the entire term of the contract.
Coverage shall be provided by a company or companies authorized to transact
business in the state of Maryland,
If the Contractor has been approved by the Florida's Department of Labor, as an
authorized self-insurer, the County shall recognize and honor the Contractor's status.
The Contractor may be required to submit a Letter of Authorization issued by the
Department of Labor and a Certificate of Insurance, providing details on the
Contractor's Excess Insurance Program.
If the Contractor participates in a self-insurance fund, a Certificate of Insurance will be
required. In addition, the Contractor may be required to submit updated financial
statements from the fund upon request from the County.
1 '=1/ C.:::i 200l
04: 2:::
\\
'-
,y
---'""
..j'" . ><>,:1\.
\;r~1 ~J, )Y
~'\ ' '-' ./
\~ ' \ dJ r- ::..-\J
\)j
~ 1 C5:::l 0430
THE '=:HE'::::,':':'PEA~':E3P!]U""
F'~GE
I~. 1
'H
1996 EdH1or.
MO]\"ROE CO{:1'TY, FLORIDA
Request For 'Vain..
of
Insurance Requh-ements
J.t ;s reque~ted tllat the insurance requirements, as specified in the CoulJty's Schedule of Insurance Requirc:.ments,
he waived or J1.1Qdj.fi.ed on the following contract.
Sl.gnature ofContra.;tor: ----=~;
~-
-'"
At~pn1\"ed
(,
\.........- '--
. f
I. c.. \
\
I
Contractor:
Contract for:
Address of Contractor.
Phone:
Scope of,Vork:
Reason for: \Vaiver:
pl)li:::ie~ \Va.iver
\..-ill apply to:
Risk :\.1anagemcnt
Date
Count;' Administcawr appeal:
Date::
...-::-/
/.-?~
0.,.,51>-- f ~A.. 1:.". ?vo (.J ~ / :r- 1'<""'- ,
s S- (,~ C- .... ""'_ e ,-./
L (1.,""'__
"s<'-l..{.. , ........"" ~ ~-_~---,-M ,J.. ",. -I (G....... Y -z ~ '2.'-\....,
---y- (
4. (0 -.< s:... S- - (7~-<..\
'PC~...,,-___._~~,-- -s--JI/YY - IY\.....v.r.... -f A~'S .....s,sl'.<.---.:i
......~
r;:: H \.l C' ( ~. ~~
.d2 e v_ LtC> f '~-~ ~tL.sfA- __ ;or.p
G~s:<i<.J2. 0..... k1d.... o.-,vy (~2 l-<'S.<<
/S'~~
~H (. ,y'
ve,v cR..1!::..- /" A/i<"' D P Iifi( CO=-"v:s
......~
,-~~
,/
.:\ ol Appron:d
------- l
Ir ( .~ .
" '-- ,~.-'---,-,<- '-- '.....' ,-" '---
\--: ~l<"',,---~~_.
i
G '\ \ Ll
, \
Appro"C'd
:\"0': '\rp!0\"ed
Board of County CO~:Ul:1SSloner.; appeal:
:.1eenng Date:
Admmisn'ation !nSffitCnon
#4709.~
10/03/2001 04:29
Approved
:'Jot ,6,.pp<oved
J(12
~ 105:::104:::0
THE CHE::::,APEAkE '3F'iJU""
F'AI:;E 01
1996 EdltlQr:1