Item D09
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: October 20. 2004
Division:
TDC
Bulk Item: Yes ~ No
Department:
AGENDA ITEM WORDING:
Approval of an Agreement with Dolphin Research Center, Inc. for the renovation of existing
waterfall, rebuild pond area with landscape boulders and pladS & install pumps to operate
system in an amount not to exceed $25,000, DAC III, FY 2005, Capital Resources
ITEM BACKGROUND:
DAC III approved recommendation at their meeting of August 11, 2004, TDC
approved same at their meeting of August 25, 2004
PREVIOUS REVELANT BOCC ACTION:
CONTRACT/AGREEMENT CHANGES:
New agreement
STAFF RECOMMENDATIONS:
Approval
TOTAL COST: $25,000
BUDGETED: Yes --X- No
COST TO COUNTY: $25.000
SOURCE OF FUNDS: TDC
REVENUE PRODUCING: Yes -X- No
AMOUNTPERMONTH_ Year
APPROVED BY: County Atty --K-
OMB. /P/J:"'ururc~ha .>>..;2 Ri~anagement-L
~ / /~~-/L----t/
Lynda M. Stuart
DIVISION DIRECTOR APPROVAL:
DOCUMENTATION:
Included X
ToFollow_ NotRequired_
AGENDA ITEM #0 - q
DISPOSITION:
Revised 2/27/01
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract with: Dolphin Research Center Contract # -
Effective Date: 10/1/04
Expiration Date: 9/30/05
Contract Purpose/Description:
Approval of a capital grants agreement with the Dolphin Research Center, Inc. to
renovate the existing waterfall, rebuild pond area with landscape boulders and plants
and install pumps to operate the system. DRC has confirmed 100% hard dollar match
for the project
Contract Manager: Maxine Pacini 3523 TDC # 3
(Name) (Ext.) (Department/Stop #)
for BOCC meeting on 10/20/04 Agenda Deadline: 10/5/04
CONTRACT COSTS
Total Dollar Value of Contract: $ $25,000
Budgeted? YeslZl No D Account Codes:
Grant: $ $25,000
County Match: $
Current Year Portion: $ $25,000
,~f~
/
119-79040- T59M-535X-530340
ADDITIONAL COSTS
Estimated Ongoing Costs: $_/yr For:
(Not included in dollar value above) (eg. maintenance, utilities, janitorial, salaries, etc.)
- -
---
CONTRACT REVIEW
cf~te };1...
Division Director /~/
Risk Management {()5-oQ YesD NoLa-
O.M.B./Purchasing /0/4/01 Y esD NO~
County Attorney ~ YesD No~
Changes
Needed~
YesD No~ _
Date Out
, -5-(j(/
S.Hutton
Comments:
SEP-30-04 11,08 FROM,MONROE COUNTY ATTY OFFICE 10,305282351B
PAGE 2/14
Grant Award Aarvement
This AGREEMENT dated the day of 200 . is entered
into by and between the BOARD OF COUNTY COMMISSIONERS FOR MONROE
COUNTY, hereinafter .COUntY' or IoGRANTOR." on behalf of the TOURIST
DEVELOPMENT COUNCIL. hereinafter --roC- and DOLPHIN RESEARCH
CENTER, INC., a not-for-profrt corporation, hereinafter "Grantee".
WHEREAS. the third penny of Tourist Development Tax may be used
to acquire, oonstruct, extend. enlarge, remodel, repair or improve. convention
centers, sports stadiums. sports arenas. coliseums, auditoriums, fishing piers.
museums. zoological parks. nature centers and beaches which are publicly owned
and operated or owned and operated by not-for-profit corporations, and
WHEREAS. Grantee owns and operates a zoological park open to the
public: and
WHEREAS. Grantee has applied for funding for the Waterfall & Pond
Renovation projeCt to restore the waterfaU and pOnd originally constructed in 1972;
and
WHEREAS. the Grantor and TDC have determined that it is in the best
interest of the County, for purposes of promoting tourism and preserving the heritage
eX the commut'Jity. to improve. repair and rehabilitate the property for use as a nature
center open to the ptbIic;
I
NOW. THEREFORE. in consideration of the mutual covenants and
payments oontained herein, the Grantee and the Grantor have entered into this
agreement on the terms and conditions as set forth below-
1. GRANT AGREEMENT PERIOD. This agreement i$ for the period October 1.
2004 through September 30. 2005. This agreement shall remain in effect for the
stated period unless one party gives to the other written notification of termination
pursuant to and in compliance with parB9"sphs 7, 12 and 13 belOw.
2. SCOPE OF AGREEMENT. The Grantee shall provide digging of pond where
previously fitled. strip the existing pump room, rebuild the waterfall and pond
including boulders, install and hook up a new pump system and landscape. as
desaibed in the funding application. AU work for which grant funds are to be
expended must be oompleted by the stated termination date and all invoices
pertaining to said project shall be submitted to. the Finance Department of Monroe
County no later than September 30, 2005 to be considered for reimbursement
a) There :ttafl be a project manager to acknowledge receipt of goods or work
performed. This Project Manager shall be Armando (Mandy) Rodriguez. Exeartive
VICe President. Dolphin Research Center. whose address and phone number are
58901 Overti888 Highway, Grassy Key. Fl. 330500. and 305-743-76227. Should
there be a change in the project manager specified in the Grantee's application. a
5EP-30-04 11,08 FROM,MONROE COUNTY ATTY OFFICE 10,3052823518
PAGE 3/14
new project manager shall be designated and notice of the designation shall be
provided to TOe/County.
b) If. and to the extent that. Grantee contracts for any of the work funded under
this agreement to be performed or completed, Grantee shan give notice to County of
the contractual relationship. provide County with a copy of any and an contracts and
shall require the contractor(s) to comply with all the terms of this contract. Should
grantee a)I'ltrad the work and then deaease the scope of work to be performed by a
contractor, Grantee shall provide County with an amended contract executed by
Grantee and its contractor.
c) Grantee shall exercise good internal oontroIs to assure that the project as
desctibed in the funding application shall be completed on a timely basis within the
proposed budget and shall provide to County any certifications, including those by
the architect, engineer, contractor or an independent consultant if necessary,
required to estabrlSh that materials which are purported to be applied to the project
are in fad so applied.
3. AMOUNT OF AGREEMENT AND PAYMENT. The Grantor shall provide an
amount not to exceed $25,000 for materials and services used to improve.
rehabilitate. repair and renovate the property_ The Board of County Commissioners
and the Tourist Development Council assume no rtability to fund this agreement for
an amount in excess of this award. Monroe Countys performance and obligation to
pay under this agreement is contingent upon an annuaf appropriation by the BOCC_
a) Payment for expenditures permissible by law and County policies shall be
made through reimbursement to Grantee upon presentation of Application for
Payment Summary - AlA Document G702, invoices. canceted checks and other
documentation necessary to support a claim for reimbursement Included in said
doa.rnentation shal be proof that the Grantee has received and appfted to the
property matching funds equivalent to or greater than the amount invoiced to the
Grantor. The application for payment doaJment must be certified through a statement
signed by an officer of the organization and notarized, declaring that representations
in the invoice are true and factual. Grantee shall also provide partiaj releases of liens
or certifications of non--lien if applicable. Grantor Shall retain 10% of any payment on
work in progress until the Grantee has provided a Final Refease of lien for each
vendor/Contractor for whom payment is requested. Final payment will not be made
until the foUowing dowments are complete and submitted to the Grantor.
AlA Document G-702 Application for Payment Summary
AJA Document G-704 Certificate of Substantial Completion
AlA Document G-706 Contrado(s Affidavit d Debts & Ctaims
AlA DOQJrnent G-706A Contractor's Affidavit of Release of Liens
AlA Document G-707 Consent of Surety to Final Payment
FinaJ Release of lien
Affidavit and Partial Release of Uen
2
SEP-30-04 11,08 FROM,MONROE COUNTY ATTY OFFICE 10,3052823518
PAGE 4/14
AU payment requests must be submitted no later than the completion or project of
September 30, 2005. Invoices received after September 30, 2005 will not be
considered for reimbursement.
b) Grantee may elect to have vendors and contractors paid through the direct
vendor method, upon submission of appropriate documentation as outfined above
and a speciffc request that payment be made directly to the vendor or contractor
rather than to Grantee.
c) Application of matching funds requires actual payment of the matdling funds,
or. in the alternative, a commitment of said funds and that the portion of the project
for whic::h the matching funds are to be used has been sufficiently completed to
require payment of said matching funds. Mere obligation through execution of a
contract or approval of a budget item to be paid from matching funds will not suffice.
d) Documentation shall be submitted to the TOC Administrative Office to show the
receipt and application of in-kind donations of goods, professional serviC2$. and
materials. Said doaJmentation should include invoices. bills of lading, etc., and be
verified as received and applied to the project through a notarized statement of the
project architect.. engineer. genera! contractor or project manager. The receipt and
application to the project of volunteer rabor are to be documented and verified by
notarized signature of the project architect, engineer, general contractor or project
manager. and said documentation submitted to the mc Administrative Office. All
submissions shall identify the items induded in the schedule of values attached
hereto and inoorporated herein as Exhibit A which are sought to be reimbursed and
shall indicate the percentage of completion of the overall project as of the
submission. This doaJment should be signed by the project arChitect, engineer,
general contractor or project manager. Photographs showing progress on project
shall be included in any payment request The Project manager shaD certify delivery
to the project site and installation 1herein of any goods or services provided other
than through an architect, engineer or contractor. All work perfonned and goods
received on site and incorporated into the project shall be verified by one of the
foregoing.
e) Grantee must submit all documentation for final payment on or before the
termination date of this grant of September 30, 2005. Invoices received after
September 30, 2005 will not be considered for payment.
f) At any time that the doaJmentation requirement policies of Monroe County are
revised, Grantee shall comply thereafter with such ioa-eased requirements, or further
funding under the agreement may be terminated by County.
g) Upon sua:888ful completion of this Grant agreement. the Grantee may retain
ownership of the real and personal property acquired and/or improved with funding
under this Grant Agreement However, the Grantee shall complete and sign a
Property Reporting Form for personal property and forWard said completed form with
the appropriate invoice to the TOC Administrative Office. Real property acquired or
improved through funding under this agreement shalf remain dedicated for the
3
SEP-30-04 11,08 FROM,MONROE COUNTY ATTV OFFICE 10,3052823516
PAGE 5/14
purposes set forth herein or for other purposes whidl promote tourism and retain
ownership of said property in the Grantee. The following terms shall apply:
(il The Grantee shall have the U$& of the equipment and other personal property
at the project site for so long a6 the facility is operated by Grantee, open to the public.
and has a primary purpose of promoting tourism.
(ii) At such time as any of the conditions in sub-paragraph (I) above cease to
exist, the Grantee shall transfer ownership and possession of equipment and
personal property to a/another not-for1JrOfit organization which is a facility for which
tourist development taxes may be used pursuant to Florida Statute; and refund to the
County the amount of Tourist Development funding received for the real property
phases of the project at such time that the Grantee demolishes the project facili1y or
divests itself of ownership or possession of the real property, or the use of the
property no longer has a primary purpose of promoting tourism. This provision shall
survive the tennination date of all other provisions of this contract for a period of ten
years. Should the demolition, transfer of ownership, or change to a non-tourist
related purpose occur after the facility has been used for tourist;-elatEK1 purposes for
at least three (3) years, the amount of refund shall be pro..rated based on 8 useful life
of ten (10) years.
(iii) The Grantee is responsible for the implementation of adequate maintenance
procedures to keep the real and personal property in good operating condition.
(iv) The Grantee is responsible for any loss, damage, or theft of, and any toss.
damage or injury caused by the use of, real or personal property or equipment
purchased through funding under this Agreement
4. RECORDS AND REPORTS. The Grantee Shall provide financial reports in
summary of activity on forms provided or approved by the TDC, and quarterty
narrative reports of activity under the approved work plan. The Grantee shall keep
such records 85 are necessary to document the performance of the agreement and
expenses as inClU'Ted. and give access to these records at the request of the TDC.
the County. the State of Florida or authorized agents and representatives of said
government bodies. It is the responsibility of the Grantee to maintain appropriate
records in accordance with generatly accepted accounting principles consistently
applied to insure 8 proper accounting of all funds and expenditures_ The Grantee
understands that it shall be responsible for repayment of any and all audit exceptions
which are identified by !he Auditor General for the State of Florida, the Clerk of Court
for Monroe County, the Board of County Commissioners for Monroe County, or their
agents and representatives. In the event of an audit exception. the current fiscal year
grant award or subsequent grant awards will be offset by the amount of the aualt
exception. In the event the grant is ~ renewed or supplemented in Mure years. the
Grantee will be billed by the Grantqr for the amount of the audit exception and shall
promptly repay any audit exception./
(a) Public Access. The County. ~ Grantee shall allow and permit reasonable
access to, and inspection of, all ~ents, papers, letters or other materials in its
possession or under its controt SUbject to the provisions of Chapter 119. Florida
Statutes. and made or received by the County and Grantee in conjunction with this
Agreement and the County shalt have the right to unilaterally cancel this Agreement
upon violation of this proviSion by Grantee.
4
SEP-30-04 11,08 FROM,MONROE COUNTY ATTY OFFICE 10,3052823518
PAGE 8/14
5. MODIFICATIONS AND AMENDMENTS. Any and all modifications of the terms of
this agreement shall be only amended in writing and approved by the Board of
County Commissioners for Monroe County. The terms, covenants, conditions, and
provisions of this Agreement shall bind and inure to the benefit of the County and
Grantee and their respective legal representatives, successors. and assigns.
6. INDEPENDENT CONTRACTOR At all times and for all purposes hereunder. the
Grantee is an independent contractor and not an employee of the Board of County
Commissioners of Monroe County. No statement contained in this agreement shall
be construed 85 to find the Grantee or any of its employees. contractors. servants or
agents to the employees of the Board of County Commissioners of Monroe County.
and they shall be entitted to none of the rights, privileges or benefits of employees of
Monroe County.
(a) No Personal Liability. No covenant or agreement contained herein shall
be deemed to be a covenant or agreement of any member, officer, agent or
employee of Monroe County in his or her individual capacity. and no member, officer,
agent or employee of Monroe County shall be liable personally on this Agreement or
be subject to any personal liability or accountability by reason of the execution d this
Agreement
7- COMPLIANCE WITH LAW. In carrying out its obligations under this agreement.
the Grantee shall abide by all statutes, ordinances. rules and regulations pertaining
to or regtJlating the provisions rI this agreement. induding those rlO\N in affect and
hereafter adopted. Any violation of said statutes, ordinances, rules or regutations
shall constitute a material bread1 of this agreement and shalf entitte the Grantor to
terminate this agreement immediately upon delivery of written notice of termination to
the Grantee_
8. RESTRICTIONS ON AGREEMENTS ENTERED PURSUANT TO THIS
AGREEMENT. The Grantee shari include in all agreements fUnded under this
agreement the following terms:
a) Anti-disaimination. Contractor agrees that they wiU not discriminate against any
employees or applicants for employment or against persons for any other benefit or
service under this agreement because of their race. color. religion. sex. national
origin, or physical or mental handicap where the handicap does not affect the ability
d an individual to perform in a position d employment. and to abide by all federal
and state laws regarding non-disaimination.
b) Anti-kickback. Contractor warrants that no person has been employed or retained
to solicit or seaJre this agreement upon an agreement or understanding for a
commission. percentage, brokerage or contingent fee, and that no employee or
officer of the Contractor has any interest. financially or otherwise, in contrador. For
breach or violation d this warranty. the COIltJador shall have the right to annul this
agreement without Uabi'ity Of. in ;ts disaetion. to deduct from the agreement price ex
consideration. the fUU amount of such commission, peramtage, brokerage or
contingent fee. Contrador acknowledges that it is aware th;lt funding for this
s
SEP-30-04 11,10 FROM,MONROE COUNTY ATTY OFFICE 10,3052823516
PAGE 7/14
agreement is available at least in part through the County and that violation of this
paragraph may result in the County withdrawing funding for the Project.
c) Hold harmless/indemnification. Contractor acknowfedges that this agreement is
funded at least in part by the County and agrees to indemnify and hold harmless the
County and any of its officers and employees from . and against any and all claims,
liabilities, litigatio", cawes of action. damages, costs, expenses (induding but not
limited to fees and expenses arising from any factual investigation, discovery or
prepanrtion for litigation), and the payment of any and aU of the foregoing or any
demands, settlements or judgments (collectively claims) arising directly or indnctly
from any negligence or aiminal conduct on the part of Contractor in the performance
of the terms of this agreement The Contractor shall immediately give notice to the
County of any suit. claim or action made against the Contractor that is related to the
activity under this agreement, and will oooperate with the Cculty in the investigation
arising as a result of any suit, action or claim related this agreement.
d) Insurance. Contrador agrees that it maintains in force at its own expense a
liability insurance policy which will insure and indemnify the Contractor and the
County from any suits, claims or actions brought by any person or persons and from
all costs and expenses of litigation brought against the Contractcr for suCh injuries to
persons or damage to property occurring during the agreement or thereafter that
results from performance by Contractor of the obligations set forth in this agreement.
At all. times during the term of this agreement and for ooe year after acceptance of
the project, Contractor shaU maintain on file with the County a certificate of the
insurance of the carriers $hawing that the aforesaid insurance policy is in effect The
following coverage's shall be provided:
1. Workers Compensation insurance as required by Florida Statutes.
2. Commercial General Liability Ir1suranat with minimum limits of $500,000
per oca..wrence for bodily injury, personal injury and property damage-
3. Comprehensive Auto Uabitity Insurance with minimum limits of $300,000
combined single 'imit per occurrence.
The Contractor, the County and the TOC shall be named as additional insured,
exempt workers compensation. The policies shall provide no less than 30 days
notice of cancellation, non-renewal or reduction of coverage.
At all times during the tenn of this agreement and for one year after acceptance of
the project. Contractor shall maintain on file with the County a certificate of insurance
showing that the aforesaid insurance coverage's are in effect.
e) Lic8n5ing and Permits. Contractor warrants that it shall have, prior to
commencement of work under this agreement and at all times during said worI<. all
required licenses and permits whether federa', state. County or City.
f) Right to Audit. The Contractor shall keep such records as are necessary to
document the performance of the agreement and expenses as incurred, and give
6
SEP-30-04 11,10 FROM,MONROE COUNTY ATTY OFFICE 10,3052823518
PAGE 8/14
access to these records at the request of the TDC. the County. the State of Florida or
authorized agents and representatives of said government bodies.
9. HOLD HARMLESS/INDEMNIFICATION. The Grantee hereby agrees to
indemnify and hold harmless the BOCCIfOC and any of its officers and employees
from and against any and all daims. liabilities. litigation. causes of action, damages,
costs. expenses (induding but not limited to fees and expenses arising from any
factual investigation. discovery or preparation for litigation). and the payment of any
and all of the foregoing or at1y demands. settfements or judgments arising directty or
indirectJy under this agreement. The Grantee shall immediately give notice to the
Grantor of any suit. daim or action made against the Grantor that is related to the
activity under this asJ"eemenia and will cooperate with the Grantor in the investigation
ariSing as a result of any sui~ action or claim related to this agreement.
(a) Non-Waiver of Immunity. Notwi1hstanding he provisions of See. 286.28. FIOOda
Statutes. the participation of the County and the Grantee in this Agreement and the
acquisition of any commercial liability insurance coverage, self-inslM1lt'lCe coverage.
or local government liability insurance pool coverage shall not be deemed a waiver of
immunity to the extent of liability coverage, nor shafI any contract entered into by the
County be required to contain any provision for waiver.
(b) Privileges and Immunities. All of the privileges and immunities from liability,
exemptions from laws, ordinances, and rules and pensions and relief, disability.
worKers' oompensation. ana 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 shaD apply to the same degree and extent to the performance of SUdl
functions and duties of such officers, agents, volunteers. or employees outside the
territorial limits of the County.
10. NONDISCRIMINATION. County and Grantee agree that there will be no
discrimination against any person. and it is expressly understood that upon a
determination by a court of competent jurisdiction that disaimination has occurred,
this Agreement automatically terminates without any further action on the part of any
party, effective the date of the court order. County or Grantee agree to comply with
ai' Federal and Aorida statutes, and all local ordinances. as applicable, relating to
nondisaimination. These indude but are not limited to: 1) Title VI of the Civil Rights
AJ:;t of 1964 (Pl 88-352) which prohibits disaimination on the basis of race. color or
national origin; 2) Tdle IX of the Education Amendment of 1972. as amended (20
use 5$- 1681-1683. and 1E)85..1686). which prohibits discrimination on the basis
of sex: 3) Section 504 of the Rehabilitation Ad of 1973. as amended (20 use s.
794). which prohibits discrimination on the basis c:A handicaps: 4) The Age
Discrimination Aa of 1975, as amended (42 use 55. 6101-6107) which prohibits
disaimination on the basis of age; 5) The Drug Abuse Office and Treatment Ad. Of
1972 (PL 92-255). as amended. relating to nondisaimination on the basis of drug
abuse; 6) The Comprehensive Afcohol Abuse and Alcoholism Prevention. Treatment
and Rehabilitation A/:;t of 1970 CPl 91-616). as amended. relating to
nondisaimination on the baSis Of alcohol abuse or alcoholism; 7) The Public Heatth
Service Ad of 1912, ss. 523 and 527 (42 use as. 69Odd-3 and 290ee--3), as
7
SEP-30-04 11,11 FROM,MONROE COUNTY ATTY OFFICE 10,3052823518
PAGE 8/14
amended, relating to confidentiality of alCOhol and drug abuse patent records; 8) Title
VIII of the Civil Rights Ad of 1968 (42 use s. at seq.). as amended. relating to
nondisaimination in 1he sale. rental or financing of housing; 9) The Americans with
Disabilities Act of 1990 (42 use s. 1201 Note). as maybe amended from time to
time, relating to nondisaimination on the basis of disability; 10) Any other
nondiscrimination provisions in any Federal or state statutes which may apply to the
parties to, or the subject matter of, this Agreement
11. ANTI-KICKBACK The Grantee warrants that no person has been employed or
retained to solicit or secure this agreement upon an agreement or understanding for
a commission. percentage, brokerage or contingent fee. and that no employee or
officer of the COtrty or TOe has any interest. frnanciaUy or Otherwise, .in the said
fmded project. except for general membership_ For breach or viaatioo of this
warranty. the Grantor shall have the right to annul this agreement without liability or,
in its discretion, to deduct from the agreement price or consideration, the full amount
of SUCh commission, percentage. brokerage or contingent fee.
12. TERMINATION. This a~ shall terminate on September 30. 2005.
Tennination prior thereto shall occur whenever funds cannot be obtained or cannot
be cantinued at a level sufficient to allow for the continuation of this agreement
pursuant to the terms herein. In the event that funds calnot be continued at a level
sufficient to allow the continuation of this agreement plnU8nt to the terms specified
herein. this agreement may then be tenninated immediatety by written notice of
termination delivered in person or by mail to Grantee. The Grantor may terminate
this agreement without cause upon giving written notice of termination to Applicant
The Grantor shall not be obftgated to pay for any serviCes or goods provided by
Grantee after Grantee has received written notice of tennination
13. TERMIHAnON FOR BREACH_ The Grantor may immediately terminate 1his
agreement for any breaCh of the terms contained herem. Such termination shaff take
pface immediately upon receipt of written notice eX said termination. Any waiver of
any breach of covenants herein contained to be ~pt and performed by Grantee shall
not be deemed or considered as a continuing waiver and shall not operate to bar or
prevent the Grantor from declaring a forfeiture for any succeedi~ breach either of
the same conditions or of any other mnditions. Failure to provide Grantor with
certification of use of matching ~ or matching in-kind services at or above the
rate of request far reimbufsement or payment by is a breach of agreement. for whidl
the Grantor may terminate tIlis agreement upon giving written notification of
tenninatioo.
14. ENTIRE AGREEMENT. This agreement consti1utes the emre qeement of the
parties hereto with respect to the subject matter hereof and SLpersedes any and all
prior agreements with respect to SUCh subject matter between the Grantee and the
Grantor.
15. GOVERNING LAW. VENUE. INTERPRETATION, COSTS. AND FEES.
8
SEP-30-04 11,11 FROM,MONROE COUNTY ATTY OFFICE 10,3052823516
PAGE 10/14
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.
(a) Venue. In the event that any cause of action or administrative proceeding is
instituted for the enforcement or interpretation of this Agreement. the County and
Grantee agree that venue witt [18 in the appropriate court or before the appropriate
administrative body in Monroe County. Florida
(b) Mediation. The County and Grantee agree that. in the event of conflicting
interpretations of the terms or a term of this Agreement by or between any of them
the issue shall be submitted to mediation prior to the institution of an~ other
administrative or legal proceeding.
(e) Severability. If any term~ covenant. condition or provision of this Agreement
(or the application thereof to a1y circumstance or person) shall be declared invalid or
Lnmforc8abIe to any extent by a court of oompetent jurisdiction, the remaining terms.
coveoants, 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 shatl be enforceable to the fullest extent permitted by
taw unless the eRor'cement of the remaining terms. covenants, conditions and
provisions of this Agreement would prevent the accomplishment of the original intent
a this Agreement. The County and Grantee agree to reform the Agreement to
replace any s1ricken provision with a valid provision that comes as close as possible
to the intent of the stricken provision.
(d) Attorney's Fees and Costs. The County and Grantee agee that in the event
any cause of aetion a administrative proceeding is initiated or defended by any party
relative to the enforcement or interpretation of this AgJeement. 1he prewiling party
shall be entitled to reasonabJe attorneys fees, court ~ investigative. and out-d-
pocket QpenSeSa as an award against the non-preyaifing party, and shall include
attorneys fees. COUrts coat$. ~ve. anq 0Yt-Q{~~ ~n,=annP-Il_A .
proceedifGS. Mediation proceedings initiated and ~~~~....
Agreement shall be in accordance with the Florida Rules of Civil Procedure and usual
and customary procedures required by the circuit court of Monroe County.
(e) ~ication of Disputes or Disagreements. County and Grantee agrge that all
disputes and disagreements shail be attempted to be resolved by meet and confer
sessions between representatives of each of the parties. If no resotution can be
agreed upon within 30 days after the first meet and confer session. the issue or
issues shaN be discussed at a public meeting of the Board of County Cornmissioners_
If the .issue or iSSU8$ are $tin not resolved to the satisfaction of the partiq. then any
party shalf have the right 10 seek such relief or remedy as may be provided by this
Agreement or by Florida law.
(t) Coopefation- In the event any administrative or legal proceeding is instituted
against either party relating to the formation, execution, perfonnance. or breach of
this Agreement, County and Grantee agree to participate, to the extent required by
the other party. in aU proceedings. hearings. processes, meetings, and other activities
9
SEP-30-04 11,12 FROM,MONROE COUNTY ATTY OFFICE 10,3052823618
PAGE 11/14
related to the substance of this Agreement or provision of the services under this
Agreement. County and Grantee specifically agree that no party to this Agreement
shall be required to enter into a1)I arbitration proceedings ~ated to this Agreement.
16. ETHICS CLAUSE: Grantee warrants that he has not employed. retained or
otherwise had act on his behalf any former County officer or employee in violation of
Section 2 or Ordnance No. 10-1990 or any County officer or employee in violation of
Section 3 of Ordinance No. 1()..1990. For breach or violation at the provision the
Grantor may, at its discretion terminate this agreement without liability and may also,
at its disaetion. deduct from the agreement or purchase price, or otherwise recover,
the fuR amount of any fee. commission, percentage, gift. or consideration paid to the
former or present County officer or employee. The County and Grantee wamn that,
in respect to itself, it has neither employed t1()f. retained any oompany or person,
other than a bona fide employee working solely for it, to soticit or sean 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 worlcing solely for it,
any fee, commission. percentage. gift. or other consideration contingent upon or
resulting from the award or making lot this Agreement. For the breach or violation of
the provision, the Grantee agrees that the County shaU have the right to terminate
this Agreement without liability ~ at its discretion. to offset from monies owed. or
otherwise recover. the full ~ of such fee. commission. percentage. gifla or
consideration. I
(a) Covenant of No Interest. Ccurty and Grantee covenant that neither presently
has any interest. and shall not acquire any interest, whjc;h ~&Q c;qpfIict jQ c ~y
manner or degree with its performance under this Agreement. and that only interest
of each is to perfonn and receive benefits as recited in this Agreement.
(b) Code of Ethics. COlriy agrees that officers and employees of the County
recognize and wiD be required to ~ with the sta1dards of conduct for public
ot'fioors 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: lRIUthorized compensation; misuse of public position, conflicting
empJoyment or contractual relationship; and disclosure or use of certain information.
17. PUBUC ENTITY CRIME STATEMENT: A person or aftiIiate who has been
placed on the convicted vendor list following a conviction for public enti1y aime may
not submit a bid on an agreement to provide any goods or services to a public entity.
may not submit a bid on a agreement with a publJc entity for the construction 01 repair
of a public building or pubtic 'Mlfk. may not submit bids on leases of real property to
public entity, may not be awarded or perfonn work as a contractor. supplier, sub-
contractor, or ~ under a agreement with any public entity, and may not
transact business with any public entity in excess of the ttveshold amount provided in
Section 215l.017. for CATEGORY TWO for a period d 36 months from the date of
being Paced on the convicted vendor list.
18. AUTHORITY: Grantee warrants that it is authorized by law to engage in 1he
performance of the activities encompassed by the project herein described. Each of
the signatories for the Grantee bekJw oertifies and warrants that the Grantee.s name
10
SEP-30-04 11,12 FROM,MONROE COUNTY ATTY OFFICE 10,3052823516
PAGE 12/14
in this agreement is the full name as designated in its corporate charter (if a
corporation); they are empowered to act and contract for the Grantee. and this
agreement has been approved by the Board of Directors of Grantee or other
appropriate authority.
19. LICENSING AND PERMITS: Grantee warrants that it shall have, prior to
commencement of work under this agreement and at aU times during said work. all
required licenses and permits whether federal. state. County or City.
20. INSURANCE: Grantee agr~ that it maintakls in foroe at its own expense a
liability insurance policy which wiD insure and indemnify the Grantee and the Grantor
from any suits. claims or actions brought by any person or persons and from all coats
and expenses of litigation brought against the Grantee for such injuries to persons or
damage to property occurring during the cveement or thereafter Ulat resufts from
performance by Grantee of the obligations set forth in this agreement At. all times
during the term of this agreement and for one year after acceptance eX the project.
Grantee shall maintain on file with the Grantor a celtifacate of the insurance of the
caniers showing that the afaesaid insnnce poficy is in effect. The following
coverage's shafl be provided:
1. WOrkers Compensation insurance as required by Florida Statutes_
2. Commercial General liability Insurance with minimum limits of $500,000
per occurrence for bodily injury, pe~ injury and property damage_
3. Comprehensive Auto ~Iity Insurance with minimum limits of $300.000
combined single limit per occurrence.
The Grantee. the Grantor and the TOC shall be named as additionaJ insured, except
workers compensation. The policies shall provide no less than 30 days notice of
cancellation. non-renewaJ or reduction of coverage.
At all times during the term of this agreement and for me year after &caJptance of
the project. Grantee shalt maintain on file with the Grantor a certificate of insurance
showing that the afore$Sid insurance coverage's are in effect
21. NOTICE. Any \Witten notice to be given to either party t.I1der this agreement
or reJated hereto shall be addressed and delivered 8$ fo~:
For Grantee: Mr. Armando Rodriquez
Executive Vice President
Dolphin Research Center. Inc.
58901 Overseas Hi!ttway
Grassy Key, Florida 33040
For Grantor: Lynda Stuart
Monroe County Touis! Devefopment Council
1201 V\lhite Street. Suite 102
Key West. Fl 33040
11
SEP-30-04 11,13 FROM,MONROE COUNTY ATTY OFFICE 10,3052823516
PAGE 13/14
and
Suzanne Hutton, Asst. County Attorney
P.O. Box 1026
Key West. FL 33041-1026
22- CLAIMS FOR FEDERAl OR STATE AID. Contractor and County agree
that each shall be, and is, empowered to apply for, seek. and obtain federal and state
funds to further the purpose of this Agreement; provided that all apptications.
requests.. grant proposals. and funcfing solicitations shall be approved by each party
prior to submission.
23- NON-DELEGATION OF CONSTITUTIONAL OR STATUTORY DUTIES. This
Agreement is not intended to. nor shaJl it be construed as. relieving any participating
entiy 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 shan it be construed 8$.
authorizing the delegation of the constitutional or statutory duties of the County.
except to the extent permitted by the Aorida oonstitution. state statute, and case law.
24. NON-RELlANCE BY NON-PARTIES. No person or entity shalf be entitled to
rely upon the tenns, or any of them. of this Agreement to enforce or attempt to
enforce any fhird..party daim or entitlement 10 or benefit of any service or pnvam
contemplated hereunder. and the County and the Grantee agree that neither the
County nor the Grantee or any agen~ officer, or employee of either shall have the
authority to inform, counsel, or otherwise indicate that any particular individual or
(J'OUP of indivic:kIaIs. entity or entities, have entitiemenls or benefits under this
Agreement separate and apart, inferior to. or superior to the CXlI'Dmunity in general or
for the purposes contemplated in this Agreement
25. ATTEST A TrONS. Grantee agrees to execute such documents as the County
may reasonably require, to incJude a Public Entity Crime Statement, an Ethics
Statement, and a Drug-Free WorkpIaoo Statement
26- NO PERSONAl LIABILITY. No covenant or agreement contained herein shaJl
be deemed to be a covenant or agreement of any member. officer. agent or
employee of Monroe County in his or her indivicbaJ 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 exea.Jtion d this
Agreement.
27. FORCE MAJEURE. The Grantee shall not be liable for delay in performance
or failure to complete the project. in whole ex in part. due to the occurrence of any
contingency beyond its eudtd or the contn:d Of its COtlttadOfs and subeord1adors.
including war or act of war whether an actuat declaration thereof is made or not. act
of terrorism impacting travel in the United States, insl.nection. riot or Qvif commotion,
act of public enemy. epidemic, quarantine restriction. storm, flOOd, drought or other
12
SEP-30-04 11,13 FROM,MONROE COUNTY ATTY OFFICE 10,3052823518
PAGE 14/14
act of God, or act of nature (induding presence of endangered animal species which
cannot be timely removed in a safe manner or any act of any governmental authority
which prohibits the project from proceeding as descnbed in the scope of services and
incorporated references and which the Grantee has exercised reasonablecara-in
the prevention thereof. However, lack of planning for normal and expected weather
conditions for the time of year the project is to be executed shall not constitute an act
of God excusing a delay_ Any delay or failure due to the causes stated shall not
constitute a breach of the Agreement; however, the BOCC shan have the right to
determine if there will be any reduction to the amount of funds due to the Grantee
after consideration of all relevant facts and circumstances surrounding the delay in
performance or failure to comptete the project within the contract period. Upon
demand of TOC or BOCC, the Gtantee must furnish evidence of the ca IS8S of such
delay or faiJure_ HOCC shall not pay for any goods received or services provided
after the date{s) desaibed in paragraph 1 and Scope of Services.
28- EXECUTION IN COUNTERPARTS. This Agreement may be executed .n any
number fA counterparts, each of which shall be regarded as an original, all of which
taken together shall ~e one and the same instn.ment and any of the parties
hereto may exeaJte this Agreement by singing any such counterpart.
29. SECTION HEADINGS. Section headings have been inserted in this
Agreement as a matter d convenience d reference only, and it is agreed that such
section headings are not a part of this Agreement and will not be used in the
interpretation of any provision d this Agreement.
IN WITNESS WHEREOF, the parties hereto have caused this agreement to
be exeaJted the day and year first above written.
(SEAL) BOARD OF COUNTY COMMISSIONERS
A TIEST: DANNY L KOlHAGE. CLERK OF MONROE COUNTY, FLORIDA
By: By:
Deputy Clerk Mayor/Chairman
(SEAL) DOLPHIN RESEARCH CENTER. INC_
ATTEST:
By: By:
Secretary President
13
(
(
Also, list any specific factors or problems, which contribute to the present
condition of the property.
Existina structure is in a state of disreoair and it detracts from the surrounding
environment.
9 List and describe all major work items included in the proposed project:
1) Dia oond: 2) Strio existina oumo room: 3) Rebuild waterfall and oond.
includina boulders: 4) Install and hook-uo new oumo svstem: 5) landscaoe
area.
10. Status of Project Planning:
11.
not yet initiated
Initiated
schematics complete
design development
documents complete
construction documents
complete
x
Name and Address of project
consultant (architect, engineer,
contractor, etc.):
Thomas Blodaett
Enchanted Creations
~O. Box 9466
Tavernier. Fl 33070
Enclose planning or architectural documents completed to date (1 set).
12. Has a contract for architectural services or constructional services been
executed? If so, indicate the scope of services to be provided under this contract
and whether these services were obtained through competitive negotiations,
requests for bids or other process. .
No
13. Describe the means by which the structure(s) affected by this project will
be maintained subsequent to restorationlrehabilitation. Include sources and
estimated amounts of funding for such maintenance. It is the County's policy not
to fund operations and maintenance costs of organizations notwithstanding any
tourism promotional value of a project.
ORe Environmental Services Staff will be resoonsible for aeneral maintenance
and reoairs. Fundina for maintenance and reoairs will be orovided throuah
eneral su ort donations from our member and donor base and DRC ro ram
fees and admissions.
21
r
~
~x.IJ/b,~ ~
PART V:
PROJECT BUDGET AND TIMETABLE - All PROJECTS
1 . Cost Estimates: List all major work items and the estimated costs of
each. If the project is phased, segregate clearly those costs for the phase to be
assisted by the TOC funds requested. All phases and total estimated cost of the
entire project must be listed here.
Renovate waterfall. rebuild oond and landscape immediate surroundin~ area
will cost $50.000 _
Total cost of phase/project for which funds are requested: (not to exceed
50% of the total project cost:
a)Phase
b )Project
$25.000
$25.000
Percentage of TOC funds requested of Total Budget: (not to exceed 50%
of the total project cost)
a )Phase 50%
b )Project 50%
2. Confirmation that signed, sealed bid process was utilized for acquiring
architectural services, or that project does not require architectural services. N/A
3. Matching Funds. List the sources and amounts of confirmed matching
funds. (For items involving personnel, include the number of hours to be spent
on the project activities and their per-hour value). These funds must not be
expended before execution of a Capital Project Agreement. Prior donated
services or expenditures are not acceptable as match for grant funds. No more
than fifty (50%) percent of matching funds or twenty-five (25%) percent of the
total project shall be in-kind services.
a) Hard-dollar: Felix Jarczvk - $20.000 in-hand; ORe Members - $5.000 in-
hand - see attachment item (f)
b) In-Kind (50%) limit: NOT APPLICABLE
Total confirmed matching Hard-dollar funds:
$25.000
NOT APPLICABLE
Total confirmed matching In-kind funds:
This amount should equal or exceed TOC Funds requested.
22
('
(
Proiected in-kind services and aoods shall be allocated the followina values.
subiect to neQotiation with TDC/County. List here all such anticipated values:
NOT APPLICABLE
4. Outline of expansion opportunity for acquiring further match grants.
ORe's development staff will be aaaressivelv fundraisina for this proiect with our
existina and new donors.
23
(
I
3. Tentative timetable. Indicate all major project activities and the
anticipated time required to complete each stage of the project on the graph
below.
Project Timetable (in months)
Proiect Activity 1
2
3
4
5
~
r ....
Li. .
I!' ~ ~ __ _ F"'_"
b)
Con~.~terJaD
& pond; Hoole up.
pumps. ,
c)
d)
e)
f)
g)
h)
Please indicate any critical dates and explain why they are critical.
NONE
4.
What is the total project cost:
$ $50.000
5. Length of time for project completion (months and year(s): 4 months
24
EXHIBIT B
PROPERTY REPORTING FORM FOR Toe CAPITAL PROJECT
GRANT AWARD -
GRANTEE: List non-expendable equipment/personal property (not including software) costing $1,000 or
more and purchased under the above Contract. Complete the serial number, cost, location, address, and
control number assigned to item by Grantee in appropriate columns of this fonn. The Grantee shall
establish a unique identifier for tracking all personal property, and shall provide access to said property by
the TDC, BOCC, or any agents thereof, or the State Controller, upon request.
DESCRIPTION SERIAL NO./COST LOCA TION/ ADDRESS GRANTEE ASSIGNED
CONTROL NUMBER
Attach copy of invoice, bill of sale, or other documentation to support purchase.
GRANTEE:
Signed by Grantee's Project Manager:
DATE: