Item D14
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: FEBRUARY 18.2004 Division: TDe
Bulk Item: Yes ~ No
Department:
AGENDA ITEM WORDING:
Approval to advertise a Request For Bids for Destination/Turn Key event Funding FY
2005.
ITEM BACKGROUND:
TOC approved same at their meeting of November 12, 2003.
PREVIOUS REVELANT BOCC ACTION:
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATIONS:
Approval
TOTAL COST: $
BUDGETED: Yes ----X- No
COST TO COUNTY:
SOURCE OF FUNDS: TDe
REVENUE PRODUCING: Yes -L.. No
AMOUNT PER MONTH_ Year
APPROVED BY: CountyAtty~ O~/Purc~:,_ .~ent~
DIVISION DIRECTOR APPROVAL: ~~
(Lynda Stuart)
DOCUMENTATION:
Included X
To Follow_Not Required L-f-
AGENDA ITEM ~ )
DISPOSITION:
Revised 2/27/01
EVENT FUNDING APPLICATION
REQUEST FOR BIDS
MONROE COUNTY TOURIST DEVELOPMENT COUNCIL
Mr. Michael Ingram, Chairman
Mr. Matt Babich
Mr. Todd Firm
Ms. June Helbling
Mr. Peter Henry
Mayor Murray Nelson
Mr. Robert Padron
Commissioner Edwin Scales, III
Ms. Christina Sharpe-Weinhofer
Marketing Director
Harold Wheeler
INQUIRIES AND CORRESPONDENCE:
All questions pertaining to this solicitation should be directed to:
Administrative Office
Monroe County Tourist Development Council
P.O. Box 866
Key West, Florida 33040
All bids submitted in response to this solicitation should be addressed to and
received no later that 5:00 p.m. (Close of business day) June 2, 2004 at:
Purchasing
Monroe County, Florida
1100 Simonton Street, 2nd Floor, Room 213
Key West, Florida 33040
Attention: DESTINATIONITURN KEY EVENT APPLICATION
DestinationfTurnKey, FY 2005
1
Events (January 1, 2005 - December 31, 2005)
TABLE OF CONTENTS
EVENT APPLICATIONS
(Destination, Turnkey)
Destination and Turnkev Events:
Notice of Calling for Bids
Overview and Instructions
Bid Schedule
Application for Event Funding
Non-Collusion Affidavit
Drug Free Workplace Form
Attachments
Criteria for Evaluation
Sample Funding Agreement (Destination & Turnkey)
DestinationlTurnKey, FY 2005
2
Events (January 1. 2005 - December 31, 2005)
3
4-6
4
7-17
16
17
18
19
20-32
NOTICE OF CALLING FOR BIDS
NOTICE IS HEREBY GIVEN TO PROSPECTIVE BIDDERS that on June 2, 2004 at no later
than 5:00 D.rrI. The Monroe County Purchasing Office will receive sealed bids for the
following:
Request for Bid - Destination/Turnkey Event Funding
January 1, 2005 through December 31, 2005
Specifications and Bid Documents may be requested from DemandStar by Onvla by
calling 1-800-711-1712 or by going to the webslte at www.demandstar.com Questions
regarding the Bid should be directed to the Administrative Office of the Tourist Development
Council, (305) 296-1552. Any addenda to this Request for Bids (RFB) shall be distributed to
vendors on the list of Demandstar distributees for this RFB.
~:QQ ~l1Jon
$Ubmitted to
Bidders must submit two (2) signed originals and twelve (12) complete copies of each
bid in a sealed envelope clearly marked on the outside: "Sealed Bid for
Destlnation/TurnKey Event Funding", addressed and delivered to:
Purchasing OffICe, 1100 Slmcmton Street, Room 2-213, Key West, Florida 33040
All bids must remain valid for a period of ninety (90) days. The Board will automatically reject
the bid of any person or affiliate who appears on the convicted vendor list prepared by the
Department of General Services, State of Florida, under Section 287.133(3)(d), F.S. (1997).
Contract award will be by the Monroe County Board of County Commissioners to those
proposers whose Bids are/is deemed by the BOCC, upon recommendation of the Monroe
County Tourist Development Council, to be in the best interest of Monroe County.
Dated at Key West, Florida, this
day of
,2004.
DestinationffurnKey, FY 2005
3
Events (January 1, 2005 - December 31, 2005)
OVERVIEW AND INSTRUCTIONS
1) Bid Schedule
(Contact Administrative Office for updated information)
(TDC/DAC Review/Evaluation meeting dates subject to change)
Issue of Request for Bid
Workshop for Event Applicants
At>Pfk:a.tiop Deadline.
DAC Review/Evaluation of Applications
TDC Review/Evaluation of Applications
BOCC Approval
April 19, 2004
May 25/26, 2004
JtJJle 2, 2004
July 6th and 7th, 2004
August25,2004
TBA
2) Each successful bidder shall provide Monroe County with a destination or a Turnkey
Event. Definitions of these events are:
a) Destination Events (require agency of record support):
An event that showcases the district in such a way that it could not be held elsewhere.
For the purposes of this solicitation, a destination event is designed and produced to entertain
the public and which promotes tourism in the Florida Keys and Key West by drawing out-of
county tourists into the Keys.
It is an event that is indigenous to that district which is designed to showcase and promote that
particular area in a unique fashion. Such an event, while similar to a Turn Key Event does not
carry national sponsorship, or bring with it national and/or international media exposure, but
instead the professional agencies of the Tourist Development Council put forth time and
energy on behalf of said event to garner the necessary media exposure to ensure the success
of said event.
The event coordinator. for ourooses of this RFB and anv resultina contract, shall be the
production agent or other person or organization primarily responsible for the production of the
event, and the entity soliciting event funding under this process. Funds awarded for this event
are utilized for hard media and public relations related expenditures through the agencies of
record to promote the event. County shall fund advertising and promotional activity at up to
10% in-county with balance out of county for Destination category only.
County shall fund advertising and promotional activity at up to 10% in-county with balance out
of county for Destination category only. The agencies of record and contacts are:
Mr. John Underwood
Tinsley Advertising
2660 Brickell Avenue
Miami, Florida 33129
(305-856-6060)
Mr. Andy Newman
Stuart Newman Associates
2140 South Dixie Highway, Suite 203
Miami, Florida 33133
(305-461-3300)
Destinationn-urnKey, FY 2005
4
Events (January 1, 2005 - December 31, 2005)
b) Turn Key Events - (national sponsors)
For purposes of this solicitation, a Turn Key event is designed and produced to entertain the
public, and promotes tourism in the Florida Keys and Key West by drawing out-of-county
tourists into the Keys. Said event would be produced or coordinated by an entity (soliciting
event funding under this process) with a history of national and/or international media
exposure.
The event is an entire package which guarantees television radio and newspaper advertising
with direction of said media to be reviewed and approved by the advertising agency of record.
Such an event assures a 'following' of participants or spectators generating heads in beds. In
addition such event shall be considered an all inclusive event where the promoter has
responsibility for every facet of the management and production of said event. For purposes
of this solicitation and all contracts awarded pursuant to same, the event coordinator shall be
the production agent primarily responsible for the production of the event and is the entity with
whom any contract shall be entered. Involvement by the Monroe County Tourist Development
Council agencies of record would only be provided at the request of the Monroe County
Tourist Development Council and/or the District Advisory Committee and not as a requirement
by the event coordinator or any sponsor to ensure the success of said event.
Such an event shall bring as a part of its package the sponsorship of a nationally recognized
product, thereby ensuring promotion on an increased basis.
Payment under a contract for a Turn Key Event will not be made until the event has taken
place. If an event is canceled for any reason, no payment shall be forthcoming.
3) The Monroe County Board of County Commissioners (BOCC) reserves the right to reject
any and all bids, to waive irregularities and informalities in any or all bids, and to re-advertise
for bids.
An award, if made, will be to the most responsive and most qualified bidder(s) which the
BOCC, upon recommendation by the TDC, deems to be in the best interest of the County
utilizing the Criteria for Evaluation. The successful bidder(s) shall enter into an Event Contract
with the BOCC. The TDC and County reserve the right to negotiate the terms of any contract
resulting from this RFB. (A sample of the contract(s) may be found on pages 20-32). The
BOCC reserves the right to allocate funds to one or more, or none of the bidders.
4) Only complete sets of bid documents will be issued and shall be used in preparing bid
packages. The County does not assume any responsibility for errors or misinterpretations
resulting from the use of incomplete sets. Complete sets of Bid Documents may be obtained
in the manner and at the location stated in the Notice of Calling for Bids.
5) The preparation cost of a bid response to this RFB is solely that of the bidder. Further, the
BOCC will not assume any responsibility or liability for costs incurred by the selected bidder
prior to the execution of the contract.
6) All information disclosed as part of the RFB process is considered part of the public domain
by the laws of the State of Florida.
DestinationfTurnKey, FY 2005
5
Events (January 1.2005 - December 31,2005)
7) Any interpretation or correction of, or change to, the RFB shall be made in writing and
issued by the TOC Administrative Office. Addenda shall be mailed or delivered to all who are
known to have received this RFB.
Addenda will be issued no later than ten (10) calendar days prior to the submission date for
bids, except in the case of an addendum postponing the submission date of the bids or
withdrawing the RFB. It is the responsibility of the bidder to contact the Administrative Office
of the TOC at telephone number shown on page 3 of the RFB prior to submitting a bid to
ascertain whether or not any addenda have been issued and to ensure that all such addenda
have been received.
Failure on the part of any bidder submitting a bid to receive any such addenda will not relieve
such bidder from obligations under this RFB, any issued addenda, or the bid submitted by
such bidder.
8) The Application form, pages 7 - 17, of this package and attachments required by page
18 shall be fully completed. All forms requiring signatures shall be executed. These
documents shall comprise the bid. Do not include pages 1 through 6 in your submission. The
bidder shall submit to the office stated in the Notice of Calling for Bids two (2) signed originals
and twelve (12) copies of the complete bid in a sealed envelope, marked clearly on the
outside: "Sealed Bid for Oestination/Turn Key Event Funding."
By signing of the Non-Collusion and Verification form, the bidder declares nothing of monetary
value has been given, promised or implied to any county official, agent or employee as an
inducement to promote or approve a contract resulting from this RFB.
The bidder further declares that no improper personal, political or social activities have been
used or attempted in an effort to influence the outcome of the competition, discussion or
negotiations leading to the award of the contract.
The bid must be signed by the authorized officer of said proposing entity and be complete as
outlined. Failure to sign said bid or submit the application as outlined constitute grounds for
non-acceptance of the bid.
The bidder shall list all actual, proposed or potential conflicts of interest, financial or otherwise,
direct or indirect, involving any client's interest which may conflict with the interests of the
BOCC.
The successful bidder(s) shall not assign, transfer, convey, sublet or otherwise dispose of the
contract or of any or all of its right, title or interest therein, without prior written consent of the
BOCC.
Failure to affirm the above in the application will result in rejection.
9) The pro forma contract included in this RFB can be adapted to the requirements of a
specific event. Final acceptance of the contract shall not occur until the BOCC and the
sponsor have signed the contract.
Destination/TurnKey, FY 2005
6
Events (January 1, 2005 - December 31,2005)
Monroe County Tourist Development Council
Application of Destin~tion/Tur~key .Event .Funding
January " 200$ thl'C)ugh DeCember 31, 2005
Please submit two (2) originals and twelve (12) copies of the completed application
form (pages 7- 17) as per the Instructions found on pages 3 - 6
TITLE OF EVENT:
VENUE: (location/City):
DA TE(S} OF EVENT:
Category of Event (check one)
DESTINATION EVENT
AMOUNT REQUESTED:
I. APPLICANT ORGANIZATION:
D
TURN KEY EVENT
D
A. NAME OF CONTRACTING ORGANIZATION:
ADDRESS:
TELEPHONE NUMBER:
FAX NUMBER:
E-MAIL ADDRESS:
YEAR LEGALLY ESTABLISHED
FEDERAL 1.0. #/S.I.N. #:
SUMMARIZE ORGANIZATION HISTORY
(
(
)
)
B. CONTACT PERSON:
ADDRESS:
TELEPHONE NUMBER:
FAX NUMBER:
E-MAIL ADDRESS:
(
(
)
)
DestinationrrurnKey, FY 2005
7
Events (January 1, 2005 - December 31,2005)
C. List name of President and other individuals authorized to execute contracts and
otherwise act on behalf of Applicant:
Name Title
D. List staff members including volunteers responsible for administering and organizing
this event with evidence of their qualifications and capabilities to accommodate the
demands of the event.
Name
Qualifications
Capabilities
E. List previous funding from the Monroe County Tourist Development Council, and by any
other State or Federal agencies, if any including applications that have not been
funded:
Source of fundinQ
Amount ReQuested
Amount Received
Year
II. CRITERIA FOR EVALUATION (applications not scoring above 36 pOints will not
be considered for funding). Points are listed at each segment for ease of scoring
by reviewers. Scoring will be as follows:
1 - unacceptable 2 - below average 3 - average 4 - above average 5 - excellent
A. TIMING OF EVENT: (please circle the appropriate month)
Time of year of event (shoulder and off season events to receive higher scoring).
January 4 July 4
February 1 August 4
March 1 September 5
April 1 October 5
May 3 November 5
June 5 December 1-20 5
12345
DestinationffurnKey, FY 2005
8
Events (January 1, 2005 - December 31, 2005)
EXHIBIT A
B. COMMITMENT TO THE EXPANSION OF OFF SEASON TOURISM IN MONROE
COUNTY: (outline goals and objectives and describe in detail the proposed
event)
12345
DestinationlTurnKey, FY 2005
9
Events (January 1, 2005 - December 31, 2005)
EXHIBIT B
C. SOUNDNESS OF PROPOSED PROJECT:
a. Submit detailed marketing plan to include all aspects of the proposed event with
estimated number to be reached through electronic media (e.g. broadcast of
event over radio or television including source of information. - TDC funding may
only be utilized as follows: Destination events may utilize up to 10% of their
approved budget for in-county hard media (to include production of
brochures/flyers and associated costs) and public relations. Out-of-county
advertising and public relations is to be established through the agencies of
record so noted on page 4. No other items will be allowable.
12345
DestinationlTurnKey, FY 2005
10
Events (January 1, 2005 - December 31, 2005)
III. FINANCIAL INFORMATION:
A. REVENUE BUDGET
1) List cash income specifically associated with your program, project or
event and also attach your organization/s total annual budget to EXHIBIT
C.
EXHIBIT C
Admissions (if applicable)
Contracted Services Revenue
Corporate Contributions
Foundation Grants
Private/Individual Contributions
Other Private Support
CASH REVENUE
$
$
$
$
$
$
$
Government Support:
Federal
State
Local
other than this request
$
$
$
Other Revenue (Itemize):
$
$
$
$
$
Applicant cash on hand
TOTAL APPLICANT CASH REVENUE ............................................................. $
GRANT AMOUNT REQUESTED....................... .................................................. $
TOTAL CASH REVENUES............. ................................................. .................... $
PLEASE NOTE:
1. Attach financial statement, compilation, review or audit of organization's total budget
and financial statement for the last fiscal year to this exhibit. Organization assures
that the Information contained In such documents are stated factually and
accurately to the best of their knowledge.
2. Attach organization's budget and income/expense report for the last event (if
applicable)
12345
DestinationlTurnKey, FY 2005
11
Events (January 1, 2005 - December 31, 2005)
2) COMMITMENTS FOR CONTRIBUTION:
List all contributors (HARD DOLLARS) supporting the proposed event and the
amounts committed by those contributions.
EXHIBIT 0
Contributor
Amount
SUB-TOTAL VALUE OF CONTRIBUTORS $
12345
3) List all in-kind contributions: (including complimentary rooms, functions, services)
Contributor
~
Value
SUB-TOTAL VALUE OF IN-KIND SERVICES $
TOTAL VALUE OF CONTRIBUTION $
12345
INCLUDE LETTERS OF COMMITMENT FROM CONTRIBUTORS AND SPONSORS FOR
BOTH HARD DOLLAR AND IN KIND SERVICES.
DestinationlTurnKey, FY 2005
12
Events (January 1, 2005 - December 31, 2005)
IV. EXPENDITURE BUDGET:
EXHIBIT E
1) List cash expenses specifically associated with your program, project or event.
Asterisk (*) those line items for which Tourist Tax dollars would be utilized and break out to the
side, in the column indicated, the portion of Tourist Tax monies intended to be earmarked for
particular expenditures. NOTE: Remember to attach your organization's total annual
budget:
Administrative Expenses
Personnel - in house $
Personnel - contracted $
$
$
Portion of Tourist Tax Funds
Cash Expenses request intended to be allocated
Technical/Production Expenses
Personnel - in house $
Personnel - contracted $
Space Rental
Travel
Marketing & Promotion
Advertising
Design & Printing
Postage & Mailing
Other (specify)
Remaining Project Expenses
(Itemize)
$
$
$
$
$
$
$
$
$
$ non oermissible exoenditure
$ non oermissible exoenditure
$ non oermissible exoenditure
$ non oermissible exoenditure
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
TOTAL TOURIST TAX FUNDS REQUESTED ............................... $
TOTAL CASH EXPENSES............. $
DestinationlTurnKey, FY 2005
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Events (January 1, 2005 - December 31, 2005)
2) Specifically state how you plan to spend the tourist funds requested as listed in
expenditure budget, column 2, listing names and quantity (e.g. advertising space
in local or national newspapers, magazines, brochures, etc.). Destination
Events: Remember do not deviate 10% from this budget.
12345
V. QUALITY AND UNIQUENESS OF PROPOSED EVENT:
a. Extent to which the activity is unique to Monroe County and/or District and
provides tourist appeal and promotes and showcase the destination.
12345
DestinationlTurnKey, FY 2005
14
Events (January 1, 2005 - December 31, 2005)
b. Number of tourists anticipated to attend the event:
Monroe County Residents
Out of County, Florida
Out of State
Foreign
Particioants
Soectators
TOTAL
12345
c. How was the anticipated number of persons attending determined?
12345
VI. VALUE OF NATIONAL MEDIA EXPOSURE OR NEW EVENT:
a. Submit a detailed history of national and/or international media exposure of last
event, and as a part of its entire package bringing guaranteed television, radio
and newspaper advertising including estimated reach and source of information.
(LABEL AS EXHIBIT "F") DO NOT INCLUDE PAID ADVERTISING.
12345
OR
b. In lieu of evidence of past promotional exposure, the anticipated value of the
new event to tourism shall be considered included estimated number of be
reached and source of information. (LABEL AS ATTACHMENT "F")
12345
Criteria for Evaluation:
Scoring will be considered under the following criteria:
1 - unacceptable 2 - below average 3 - average 4 - above average 5 - excellent
Upon evaluation of events, the total scores will be tabulated and applications not
scoring above 36 points will not be considered for funding. Those events that meet
the minimum scoring requirements as noted above, will be ranked starting with the
highest score. In the case of a tie, the highest score In the Commitment to the Off
Season will be the determining factor.
DestinationlTurnKey, FY 2005
15
Events (January 1, 2005 - December 31, 2005)
VII. ACTION PLAN: PARKING/ROAD CLOSURESlSECURITYITRASH:
a. Submit a detailed action plan including appropriate permit(s) if applicable as to
how parking/security/road closures and trash will be handled during your event. The plan
should include: if your event will require road closures, enclose a copy of the approval by the
appropriate county/municipal entity. How your marketing plan will accommodate parking and
transportation as it relates to your event; How your event will handle security and trash
removal.
VIII.
NON-COLLUSION AFFIDAVIT
and
VERIFICATION
I, , of the city of
according to law on my oath, and under penalty of perjury, depose and say that:
1) I am , the bidder making the bid for the
project described as follows:
2) The prices in this bid have been arrived at independently without collusion,
consultation, communication or agreement for the purpose of restricting competition, as to any
matter relating to such prices with any other bidder or with any competitor:
3) Unless otherwise required by law, the prices which have been quoted in this bid
have not been knowingly disclosed by the bidder and will not knowingly be disclosed by the
bidder prior to bid opening, directly or indirectly, to any other bidder or to any competitor; and
4) No attempt has been made or will be made by the bidder to induce any other
person, partnership or corporation to submit, or not to submit, a bid for the purpose of
restricting competition;
5) The statements contained in this affidavit are true and correct, and made with full
knowledge that Monroe County relies upon the truth of the statements contained in this
affidavit in awarding contracts for said project.
VERIFICATION
I HEREBY CERTIFY that I have read the forgoing application and that the facts stated herein
are true and correct to the best of my knowledge and belief.
President's Name Typed
President's Signature
Sworn to and subscribed before me this day of , 20_
personally appeared , and
known to be the persons named in and who executed the foregoing document.
My commission expires:
Notary Public
State of
DestinationlTurnKey, FY 2005
16
Events (January 1, 2005 - December 31, 2005)
DRUG FREE WORKPLACE FORM
The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that:
(Name of Business)
1. Publish a statement notifying employees that the unlawful manufacture, distribution,
dispensing, possession, or use of a controlled substance is prohibited in the workplace
and specifying the actions that will be taken against employees for violations of such
prohibition.
2. Inform employees about the dangers of drug abuse in the workplace, the business's
policy of maintaining a drug-free workplace, any available drug counseling,
rehabilitation, and employee assistance programs, and the penalties that may be
imposed upon employees for drug abuse violations.
3. Give each employee engaged in providing the commodities or contractual services that
are under bid a copy of the statement specified in subsection (1).
4. In the statement specified in subsection (1), notify the employees that, as a condition of
working on the commodities or contractual services that are under bid, the employee
will abide by the terms of the statement and will notify the employer of any conviction of,
or plea of guilty or nolo contendere to, any violation of Chapter 893 (Florida Statutes) or
of any controlled substance law of the United States or any state, for a violation
occurring in the workplace no later than five (5) days after such conviction.
5. Impose a sanction on, or require the satisfactory participation in a drug abuse
assistance or rehabilitation program if such is available in the employee's community, or
any employee who is so convicted.
6. Make a good faith effort to continue to maintain a drug-free workplace through
implementation of this section.
As the person authorized to sign the statement, I certify that this firm complies fully with the
above requirements.
Bidder's Signature
Date
DestinationlTu rn Key, FY 2005
17
Events (January 1, 2005 - December 31, 2005)
IX. ATTACHMENTS:
1) Organization's total budget and financial statement, compilation, review or
audit for the last completed fiscal year. (Page 11, Section III).
2) Organization's budget and Income/expense report for the last event.
(Page 11, Section III).
DestinationlTurnKey, FY 2005
18
Events (January 1, 2005 - December 31, 2005)
CRITERIA FOR EVALUATION
SUMMARY SHEET
(applications not scoring above 36 points will not be considered for funding)
I.
A.
TIME OF EVENT (PAGE 8)
B. COMMITMENT TO THE EXPANSION OF OFF SEASON TOURISM
IN MONROE COUNTY (EXHIBIT A - PAGE 9)
C. SOUNDNESS OF PROPOSED PROJECT
a. Detailed marketing Plan (EXHIBIT B - PAGE 10)
II. FINANCIAL INFORMATION
A. REVENUE BUDGET
1) (EXHIBIT C - PAGE 11)
2) List of contributors (EXHIBIT 0 - PAGE 12)
3) List of in-kind contributors ( EXHIBIT 0 - PAGE 12)
III. EXPENDITURE BUDGET
1) List cash expense (EXHIBIT E - PAGE 13)
2) State how you plan to spend tourist funds as outlined in column 2
of (EXHIBIT E - PAGE 14)
IV. QUALITY AND UNIQUENESS OF PROPOSED EVENT:
a) Extent to which the activity is unique to Monroe County/or District
(PAGE 14)
b) Number of tourists anticipated to attend event. (PAGE 15)
c) How the anticipated number of persons was determined. (PAGE 15)
V. VALUE OF NATIONAL MEDIA EXPOSURE OR NEW EVENT
a)
detailed history of media exposure for last event (PAGE 15)
A.
OR
b) Anticipate value of new event to tourism & source of information
(PAGE 15) B.
TOTAL SCORE
DestinationlTurnKey, FY 2005
19
Events (January 1, 2005 - December 31,2005)
SCORE
(SAMPLE)
Destination Events Aareement
THIS AGREEMENT is entered into this day of , 200_ by and
between BOARD OF COUNTY COMMISSIONERS, MONROE COUNTY, FLORIDA, (BOCC)
and the (Insert name of event sponsor).
NOW, THEREFORE, and in consideration of the mutual covenants, contained herein
the parties agree as follows:
1. The BOCC agrees to pay up to $ ( Dollars) for
(Name and date of event) from tourist development tax funds (See Exhibit A). No more than
10% of the total advertising and promotional costs paid under this agreement shall be
attributable to in-county activity.
2. Scooe of Services: The (Insert name of event sponsor) agrees to provide the
County with an event as specified below:
3. All advertising and public relations services or supervision of advertising and
public relations will be provided through the contracted agencies of the Tourist Development
Council (TDC) and BOCC. The agencies of record shall receive payment of work in progress
upon submission of documented invoices associated with said event.
4. Pavment: Any payments directly to the (Insert name of event sponsor) or
vendors associated with said event shall be as follows:
Payment upon presentation of an invoice shall indicate the task completed for
which payment is sought, with proper documentation attached.
Upon completion of said event, a financial statement detailing all revenue and
expenses utilizing generally accepted accounting principals shall be prepared, notarized and
submitted by Event Sponsor. The BOCC's contracted public relations firm shall confirm
compliance with the Scope of Services.
Monroe County's performance and obligation to pay under this contract is
contingent upon an annual appropriation by the BOCC. Only acceptable expenses listed in
the Monroe County Tourist Development Council Operations Manual shall be paid.
5. Accountino: Financial records of the (Insert name of event sponsor)
pertaining to this project shall be kept on generally recognized accounting principles and shall
be available to the BOCC or to an authorized representative for audit.
DestinationlTurnKey, FY 2005
20
Events (January 1,2005 - December 31,2005)
6. Modification: Line item changes to the advertising and promotion budget may
be made up to but not exceeding 10% of the larger line item amount without requiring BOCC
approval of the particular change.
7. Breach and Penalties: The parties agree to full performance of the covenants
contained in this agreement, and the BOCC reserves the right at its discretion, provided such
breach is material, to terminate this agreement for any misfeasance, malfeasance, or
nonperformance of the agreement terms or negligent performance of the agreement terms by
the (Insert name of event sponsor).
8. Termination: This Agreement will be terminated on September 30, 2001. All
Invoices must be submitted prior to ,200_.
9. Non Occurrence of Event: If the event does not take place for any reason under
control of Event Sponsor except for those reasons in paragraph 19, then Event Sponsor
agrees to refund to the BOCC any amounts already paid to them under this agreement, and
relieve the BOCC from any further payments.
The (Insert name of event sponsor) shall give written notice to the Monroe
County Tourist Development Council if it is found necessary to cancel an event. The notice
shall contain the following specifics: 1) reason for cancellation, 2) documentation of the
reason for cancellation and 3) person authorized to cancel including title and stated affiliation.
10. Indemnification and Hold Harmless: The (Insert name of event sponsor)
covenants and agrees to indemnify and hold harmless Monroe County Board of County
Commissioners from any and all claims for bodily injury (including death), personal injury, and
property damage (including property owned by Monroe County) and any other losses,
damages, and expenses (including attorney's fees) which arise out of, in connection with, or
by reason of the services provided, event sponsored, or other activities and funding associated
with this agreement, except those losses or damages caused by BOCC or its agents.
11. Insurance Reouirements: (Insert name of event sponsor) as a pre-requisite of
the Special Event governed by this agreement, shall obtain, at its own expense, insurance as
specified in this section.
(insert name of event sponsor) will not be permitted to commence work associated
with the Event (including pre-staging of personnel and material) until satisfactory evidence of
the required insurance has been furnished to the county as specified below. (insert name of
event sponsor) shall maintain the required insurance throughout the entire duration of the
Special Event and any extensions specified in any attached schedules. Failure to comply with
this provision may result in the immediate suspension of the Event until the required insurance
has been reinstated or replaced. (Insert name of event sponsor) shall provide, to the
County, as satisfactory evidence of the required insurance, either:
DestinationlTurnKey, FY 2005
21
Events (January 1, 2005 - December 31, 2005)
Originarpertiflc:ate of Insuranc.
Of
· Certifledc()py ofttte actUal.lnSl.lranc' policy
A certified copy of any or all insurance policies required by this contract shall be filed with the
Clerk of the BOCC prior to the Event.
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.
Acceptance and/or approval of (Insert name of event sponsor) 's insurance shall not
be construed as relieving (Insert name of event sponsor) from any liability or obligation
assumed under this contract or imposed b law.
*
missioners, its employees and officials wilf be
inctUdeI
Any deviations from these General Insurance Requirements must be requested in
writing on the County form titled "Request for Waiver of Insurance Requirements" and must be
approved by Monroe County Risk Management.
(insert name of event sponsor) shall furnish the County with a certificate evidencing
the insurance required by this paragraph not later than twenty (20) days prior to the event.
Prior to commencement of work governed by this contract, (Insert name of event
sponsor)
shall obtain General Liability Insurance. Coverage shall be maintained through out the life of
the contract and include, as a minimum:
* Premises Operations
* Products and Completed Operations
* Blanket contractual Liability
* Personal Injury Liability
* Expanded Definition of Property Damage
The minimum limits acceptable shall be:
* $1,000,000.00 combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
* $500,000.00 per person
* $1,000,000.00 per Occurrence
* $100,000.00 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.
DestinationlTurnKey, FY 2005
22
Events (January 1, 2005 - December 31, 2005)
Recognizing that the work governed by this contract involves the sales and/or distribution of
alcoholic beverages, the Contractor's General Liability Insurance policy shall include Liquor
Liability with limits equal to those of the basic coverage.
A separate Liquor Liability policy is acceptable if the coverage is not more restrictive
than the contractor's General Liability policy.
12. Permits: The (Insert name of event sponsor) will secure all required permits,
licenses including but not limited to occupational licenses.
13. Taxes: The BOCC and TDC are exempt from Federal Excise and State of
Florida Sales Tax.
14. Finance Charoes: The BOCC and TDC will not be responsible for any finance
charges.
15. Relation of BOCC/TDC: It is the intent of the parties hereto that the (insert
name of event sponsor) shall be legally considered as an independent Event Sponsor and
that neither it nor its employees shall, under any circumstances, be considered servants or
agents of the BOCC and TDC and the BOCC and TDC shall at no time be legally responsible
for any negligence on the part of said Event Sponsor, its employees or agents, resulting in
either bodily or personal injury or property damage to any individual, firm, or corporation.
16. Disclosure: The (Insert name of event sponsor) shall be required to list any
or all potential conflicts or interest, as defined by Florida Statute 112 and Monroe County
Code. The (Insert name of event sponsor) shall disclose to the BOCC and TDC all actual
or proposed conflicts of interest, financial or otherwise, direct or indirect, involving any client's
interest which may conflict with the interest of the BOCC and TDC.
17. Assionment: The (insert name of event sponsor) shall not assign, transfer,
convey, sublet or otherwise dispose of this agreement, or of any or all of its right, title or
interest therein, or his or its power to execute such agreement to any person, company or
corporation without prior consent of the BOCC.
18. Comoliance with laws - Nondiscrimination: The (insert name of event
sponsor), shall comply with all federal, state and local laws and ordinances applicable to the
work or payment for work thereof, and shall not discriminate on the grounds of race, color,
religion, sex, age, or national origin in the performance of work under this Agreement. This
Agreement shall be subject to all federal, state, and local laws and ordinances.
19. Force Maieure: The (insert name of event sponsor) shall not be liable for
delay in performance or failure to perform in whole or in part, the services due to the
occurrence of any contingency beyond its control or the control of any of its subcontractors or
suppliers, including labor dispute, strike, labor shortage, war or act of war whether an actual
declaration thereof if made or not, insurrection, sabotage, riot or civil commotion, act of public
DestinationlTurnKey, FY 2005
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Events (January 1, 2005 - December 31, 2005)
enemy, epidemic, quarantine restriction, accident, fire, explosion, storm, flood, drought or
other act of God, act of any governmental authority, jurisdictional action, or insufficient supply
of fuel, electricity, or materials or supplies, or technical failure where the (insert name of
event sponsor) has exercised reasonable care in the prevention thereof, and any such delay
or failure shall not constitute a breach of the Agreement. Upon demand of TDC or BOCC, the
(Insert name of event sponsor) must furnish evidence of the causes of such delay or failure.
BOCC shall not pay for any services or activities, promotional or otherwise, connected with an
event produced after the date(s) described in paragraph 1 and Scope of Services.
20. Governino LawNenue: This Agreement shall be governed and construed by and
in accordance with the laws of the State of Florida and the County of Monroe and Federal law.
Venue for any dispute concerning this Agreement shall be in Monroe County.
21. Security Protection: The (Insert name of event sponsor) agrees to provide
adequate security for the event. No TDC funds will be used for this purpose.
22. Ownershio: All advertising and promotion work performed under the agreement
and paid for by the BOCC and TDC shall be the property of the BOCC and TDC, for whatever
use and/or disposition the BOCC and TDC may deem appropriate.
23. Media riohts: The TDC shall have the right to broadcast, rebroadcast, use,
reproduce or transmit for any purpose whatsoever, radio, television, pictures, sound, film and
tape motion pictures and still photographs paid by the BOCC and TDC under this agreement.
24. Looo: All promotional literature and display advertising with the exception of
generic advertising must display the "Florida Keys & Key West, Monroe County Tourist
Development Council Come As You Are" logo/trade mark (as per enclosed). This
logo/trade mark was adopted by the TDC and County in November 2000. No re-imbursement
will be provided to those entities utilizing the old logo/trade mark "Florida & Key West Come as
you are".
25. Severability: If any provision of this Agreement shall be held by a Court of
competent jurisdiction to be invalid or unenforceable, the remaining provisions shall not be
affected thereby; and each provision of this Agreement shall be valid and enforceable to the
fullest extent permitted by law.
26. Authority: Each of the signatories for the sponsor below certifies and warrants
that:
a) The sponsor's name in the agreement is the full name as designated in its corporate
charter, and b) they are empowered to act and agreement for the sponsors and c) this
agreement has been approved by the sponsor's Board of Directors.
27. Ethics Clause: The (insert name of event sponsor) warrants that it has not
employed, retained or other wise had act on its behalf, any former County office or employee
in violation of Section 2 or Ordinance No. 10-1990 or any County officer or employee in
violation of Section 3 of Ordinance No. 10-1990. For breach or violation of the provision the
DestinationlTu rn Key, FY 2005
24
Events (January 1, 2005 - December 31, 2005)
County may, at its discretion terminate this agreement without liability and may also, at 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 or present County
officer or employee.
28. Public Entity 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 a
contract to provide any goods or services to a public entity, may not submit a bid on a contract
with a public entity for the construction or repair of a public building or public work, may not
submit bids on leases of real property to public entity, may not be awarded or perform work as
a contractor, supplier, subcontractor, or 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, for CATEGORY TWO for period of 36 months from the date of being placed
on the convicted vendor list."
29. Entire Aareement: The parties agree that the Agreement above constitutes the
entire agreement between the BOCC and (Insert name of event sponsor).
IN WITNESS WHEREOF, the parties hereto have executed this agreement the day and
year first above written.
(SEAL) (Insert name of event sponsor)
Attest:
By
(SEAL)
Attest: DANNY L. KOLHAGE, Clerk
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
By
Deputy Clerk
By
Mayor/Chairman
DestinationlTurnKey, FY 2005
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Events (January 1, 2005 - December 31, 2005)
EXHIBIT nAn
Collateral
Promotion
Out-ot-County Advertising
Nat'1 RadiolTV Media Production
TOTAL
$
DestinationlTurnKey, FY 2005
26
Events (January 1, 2005 - December 31, 2005)
(SAMPLE)
Turn Kev Events Aoreement
THIS AGREEMENT is entered into this day of , 200_, by and
between BOARD OF COUNTY COMMISSIONERS, MONROE COUNTY, FLORIDA, (BOCC)
and (Insert name of event sponsor)
NOW, THEREFORE, and in consideration of the mutual covenants, contained herein
the parties agree as follows:
1. The BOCC agrees to pay $ ( Dollars) for: (Name and date of
event) from tourist development tax funds provided Event sponsor meets all of its obligations
under this agreement.
2. Scooe of Services: The (Insert name of event sponsor) agrees to provide the
County with an event as specified in the Scope of Services below:
3. Pavment: Upon receipt from Event Sponsor of documentation, reviewed and
verified by the Tourist Development Council (TDC) Administrative Office, proving that event
has been produced and promoted through marketing literature, advertising
program/publication ads, television coverage, publicity and on-site advertising, and that the
required insurance was obtained no less than twenty days prior to the event, BOCC shall pay
$
Monroe County's performance and obligation to pay under this contract is
contingent upon an annual appropriation by the BOCC.
4. Accountino: Financial records of (insert name of event sponsor) pertaining to
this project shall be kept on generally recognized accounting principles and shall be available
to the BOCC or to an authorized representative for audit. Records shall be retained a
minimum of three years after contract has been performed.
5. Modification: Any changes to this contract may be made only by written mutual
agreement, recommended by the TDC and approved by the BOCC.
DestinationlTurnKey, FY 2005
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Events (January 1, 2005 - December 31, 2005)
6. Termination: This Agreement will be terminated on
invoices must be submitted prior to , 200_.
7. Non Occurrence of Event: The (insert name of event sponsor) shall give
written notice to the Monroe County Tourist Development Council if it is found necessary to
cancel an event. The notice shall contain the following specifics: 1) reason for cancellation, 2)
documentation of the reason for cancellation and 3) person authorized to cancel including title
and stated affiliation.
8. Indemnification and Hold Harmless: (insert name of event sponsor) agrees to
indemnify and hold harmless Monroe County Board of County Commissioners from any and
all claims for bodily injury (including death), personal injury, and property damage (including
property owned by Monroe County) and any other losses, damages, and expenses (including
attorney's fees) which arise out of, in connection with, or by reason of the event sponsored by
(insert name of event sponsor)
9. Insurance Reouirements: (Insert name of event sponsor), as a pre-requisite of
the SpeCial Event governed by this agreement, shall obtain, at its own expense, insurance as
specified in this section:
(insert name of event sponsor) will not be permitted to commence work associated
with the Event (including pre-staging of personnel and material) until satisfactory evidence of
the required insurance has been furnished to the County as specified below. (Insert name of
event sponsor) shall maintain the required insurance through out the entire duration of the
Special Event and any extensions specified in any attached schedules. Failure to comply with
this provision shall release County of any obligation to compensate event sponsor. Further,
any material misstatement in the application for insurance coverage shall release County from
it's obligations to pay under this agreement. (insert name of event sponsor) shall provide, to
the County, as satisfactory evidence of the required insurance, including the insurance policy
application and. either:
1; Original CertiflCatiof Insurance
or
Certified copy of the actual inSl.1rance poliCy
,200_. All
*
DestinationlTurnKey, FY 2005
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Events (January 1,2005 - December 31,2005)
An original certificate or a certified copy of any or all Insurance policies required by this
contract. shal,.. be fll~d. \V1.th .the~.'erk. of th~. BOCC prior to the Event. The In8uranct
poliCy ",,,,81 atatt. 1ft. tlW ,.onr04t County BOCC Ie the c..-tlflcate holder and additional
In8ured~ Insurance should be mailed to:
Monroe County Board of County Commissioners
C/O Risk Management
1100 Simonton Street
Room 2-213
Key West, FL 33040
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.
Acceptance and/or approval of (Insert name of event sponsor) insurance shall not be
construed as relieving (Insert name of event sponsor) 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.
Any deviations from these General Insurance Requirements must be requested in
writing on the County form titled "Request for Waiver of Insurance Requirements" and must be
approved by Monroe County Risk Management.
(Insert name of event sponsor) shall furnish the County with a certificate evidencing
the insurance required by this paragraph not later than twenty (20) days prior to the event.
Prior to commencement of work governed by this contract, (Insert name of event
sponsor) shall obtain General Liability Insurance. Coverage shall be maintained throughout
the life of the contract and include, as a minimum:
* Premises Operations
* Products and Completed Operations
* Blanket contractual Liability
* Personal Injury Liability
* Expanded Definition of Property Damage
The minimum limits acceptable shall be:
* $1,000,000.00 combined Single Limit (CSL)
DestinationlTurnKey, FY 2005
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Events (January 1, 2005 - December 31, 2005)
If split limits are provided, the minimum limits acceptable shall be:
* $500,000.00 per Person
* $1,000,000.00 per Occurrence
* $100,000.00 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.
Recognizing that the work governed by this contract involves the sales and/or
distribution of alcoholic beverages, the Contractor's General Liability Insurance policy shall
include Liquor Liability with limits equal to those of the basic coverage.
A separate Liquor Liability policy is acceptable if the coverage is not more restrictive
that the contractor's General Liability policy.
10. Permits: The (insert name of event sponsor) will secure all required permits,
licenses including but not limited to occupational licenses.
11 . Laws and Reoulations: Any and all services, materials and equipment shall
comply fully with all Local, State and Federal laws and regulations, and (insert name of event
sponsor) agrees that the venue for any dispute concerning this agreement shall be in Monroe
County, Florida.
12. Taxes: The BOCC and TDC are exempt from Federal Excise and State of
Florida Sales Tax.
13. Finance Charoes: The BOCC and TDC will not be responsible for any finance
charges.
14. Relation of BOCC/TDC: It is the intent of the parties hereto that the (insert
name of event sponsor) shall be legally considered as an independent contractor and that
neither it nor its employees shall, under any circumstances, be considered servants or agents
of the BOCC and TDC, and the BOCC and TDC shall at no time be legally responsible for any
negligence on the part of said Event Sponsor, its employees or agents, resulting in either
bodily or personal injury or property damage to any individual, firm, or corporation.
15. Disclosure: The (Insert name of event sponsor) shall be required to list any or
all potential conflicts or interest, as defined by Florida Statute 112 and Monroe County Code.
The (Insert name of event sponsor) shall disclose to the BOCC and TDC all actual or
proposed conflicts of interest, financial or otherwise, direct or indirect, involving any client's
interest which may conflict with the interest of the BOCC and TDC.
DestinationlTurnKey, FY 2005
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Events (January 1,2005 - December 31,2005)
16. Assionment: The (Insert name of event sponsor) shall not assign, transfer,
convey, sublet or otherwise dispose of this agreement, or of any or all of its right, title or
interest therein, or his or its power to execute such agreement to any person, company or
corporation without prior consent of the TDC and BOCC.
17. Comoliance with laws - Nondiscrimination: The (insert name of event
sponsor), shall comply with all federal, state and local laws and ordinances applicable to the
work or payment for work thereof, and shall not discriminate on the grounds of race, color,
religion, sex, age, or national origin in the performance of work under this Agreement. This
Agreement shall be subject to all federal, state, and local laws and ordinances.
18. Security Protection: The (Insert name of event sponsor) agrees to provide
adequate security for the event.
19. Ethics Clause: The (Insert name of event sponsor) warrants that it has not
employed, retained or other wise had act on its behalf, any former County office or employee
in violation of Section 2 or Ordinance No. 10-1990 or any County officer or employee in
violation of Section 3 of Ordinance No. 10-1990. For breach or violation of the provision the
County may, at its discretion terminate this agreement without liability and may also, at 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 or present County
officer or employee.
20. Media riohts: The TDC shall have the right to broadcast, rebroadcast, use,
reproduce or transmit for any purpose whatsoever, radio, television, pictures, sound, film and
tape motion pictures and still photographs paid by the BOCC and TDC under this agreement.
21. Looo: All promotional literature and display advertising with the exception of
generic advertising must display the "Florida Keys & Key West, Monroe County Tourist
Development Council Come As You Are" logo/trade mark (as per enclosed). This
logo/trade mark was adopted by the TDC and County in November 2000. No re-imbursement
will be provided to those entities utilizing the old logo/trade mark "Florida & Key West Come as
you are".
22. Severabilitv: If any provision of this Agreement shall be held by a Court of
competent jurisdiction to be invalid or unenforceable, all remaining provisions shall not be
affected thereby; and each provision of this Agreement shall be valid and enforceable to the
fullest extent permitted by law.
DestinationlTurnKey, FY 2005
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Events (January 1, 2005 - December 31, 2005)
23. Authority: Each of the signatories for the sponsor below certifies and warrants
that:
a) The sponsor's name in the agreement is the full name as designated in its corporate
charter, and b) they are empowered to act and execute agreement for the sponsors and c) this
agreement has been approved by the sponsor's Board of Directors.
24. Public Entity 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 a
contract to provide any goods or services to a public entity, may not submit a bid on a contract
with a public entity for the construction or repair of a public building or public work, may not
submit bids on leases of real property to public entity, may not be awarded or perform work as
a contractor, supplier, subcontractor, or 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, for CATEGORY TWO for a period of 36 months from the date of being
placed on the convicted vendor Iisf'.
25. Entire Aareement: The parties agree that the Agreement above constitutes the
entire agreement between the BOCC and (insert name of event sponsor)
IN WITNESS WHEREOF, the parties hereto have executed this agreement the day and
year first above written.
(SEAL)
Attest:
(insert name of event sponsor)
By
President
(SEAL
Attest: DANNY L. KOLHAGE, Clerk
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
By
Deputy Clerk
By
Mayor/Chairman
DestinationlTurnKey, FY 2005
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Events (January 1, 2005 - December 31, 2005)