Item C03
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: FEBRUARY 15,2006
Division:
TDC
Bulk Item: Yes --1L- No
Department:
Staff Contact Person: Maxine Pacini
AGENDA ITEM WORDING:
Approval to advertise a Request for Applications (RFA) for FY 2007 Destination/TurnKey Event
Funding.
ITEM BACKGROUND:
Copy of application is attached. TDC approved same at their meeting of January 17, 2006.
PREVIOUS RELEVANT BOCC ACTION:
CONTRACT/AGREEMENT CHANGES:
New Request for Applications
STAFF RECOMMENDATIONS:
Approval
TOT AL COST: $
BUDGETED: Yes ~ No
COST TO COUNTY: S
SOURCE OF FUNDS:
TDC
REVENUE PRODUCING: Yes X No
AMOUNT PER MONTH_ Year
APPROVED BY: County Atty --1L- OMB/Purchasing ~
Risk Management ~
DIVISION DIRECTOR APPROVAL:
(Lynda Stuart)
DOCUMENTATION:
Included X
Not Required ~
DISPOSITION:
AGENDA ITEM #
Revised 2/05
EVENT FUNDING APPLICATION
REQUEST FOR PROPOSAL
MONROE COUNTY TOURIST DEVELOPMENT COUNCIL
Mr. Matthew P. Babich
Mr. Todd Firm
Ms. June Helbling
Mr. Michael Ingram
Mayor Sonny McCoy
Mayor Morgan McPhearson
Mr. Robert Padron
Mr. Scott Simmons
Ms. Christina 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
Tel: (305) 296-1552 Fax: (305) 296-0788
All proposals submitted in response to this solicitation should be addressed to
and received no later that 5;00 p.m. (Close of business day) May 18, 2006.
Purchasing
Monroe County, Florida
1100 Simonton Street, 2nd Floor, Room 213
Key West, Florida 33040
Attention: DESTfNATIONITURN KEY EVENT APPLICATION
Monroe County Tourist Development Destination/TumKey Event Application FY 2006
1
Destination and Turnkev Events:
Request for Proposal Overview
Event Funding Schedule
Application for Event Funding
Non-Collusion Affidavit
Drug Free Workplace Form
Criteria for Evaluation
TABLE OF CONTENTS
EVENT APPLICATIONS
(Destination, Turnkey)
Sample Funding Agreement (Destination & Turnkey)
Monroe County Tourist Development DestinationlTurnKey Event Application FY 2007
2
4-7
4
8 - 20
18
19
21
22 - 33
NOTICE OF CALLING FOR PROPOSALS
NOTIC~I~HER~l3Y GIVEN TO PROSPECTIVE PROPOSERS that on Mayit8i,2Q06afno
!atertharr5:00p,m. The Monroe County Purchasing Office will receive sealed proposals for
the following:
Request for Proposal- DestinationfTurnkey Event Funding for events taking place between
January If 2007 through December 3If 2007
Specifications and Proposal Documents may be requested from DemandStar by Onvia
by calling 1-800-711-1712 or by going to the website at www.demandstar.com Questions
regarding the Proposal should be directed to the Administrative Office of the Tourist
Development Council, (305) 296-1552. Any addenda to this Request for Proposals (RFP)
shall be distributed to vendors on the list of Demandstar distributees for this RFB.
:~~fl:;=::=:lrl!.lIi.B'.'I.&i~,i~11
dat$)
Proposers must submit two (2) signed originals and, for each separate District indicated,
twelve (12) complete copies of each proposal in a sealed envelope clearly marked on the
outside: "Sealed Proposal for DestinationlTurnKey Event Funding", addressed and delivered
to:
PUr(:f1a$il'1gQffi~~;.110(ji..sbn9nt()n.$tt"t~i.ROQm....2L213,..K~Y..West;'.'..iFIOfida.'.3SQ40
All proposals must remain valid for a period of ninety (90) days. The Board will automatically
reject the proposal 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 Proposals 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
,2006.
Monroe County Tourist Development DestinationlTumKey Event Application FY 2007
3
OVERVIEW AND INSTRUCTIONS
1) Proposal Schedule
(Contact Administrative Office for updated information)
(TDC/DAC Review/Evaluation meeting dates subject to change)
Issue of Request for Proposals
W?rksh?gforEvent~ppli(;aQ~~.....................................................................
App'ic~Ji9fl........0E3Ej.gUf'lE;......................i..............i............................i............................................i...i
DAC Review/Evaluation of Applications
TDC Review/Evaluation of Applications
BOCC Approval
MARCH 20,2006
.>... APF3I~25/26,. 2006
...........M.A)11~}gQQ6
JUNE 6/7,2006
JULY 11, 2006
AFTER OCTOBER 2006
2) Each successful proposer shall provide Monroe County with a destination or a Turnkey
Event. Definitions of these events are:
a) Destination Events (Advertising and PR Funding Only): (BOCC 2/16/05)
For the purposes of this solicitation, a destination event is developed 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.
Such an event mayor may not receive national/or international media exposure, however, the
professional agencies of the Tourist Development Council approve and support all TDC
funding for the event to help ensure the success of said event based on the amount of
allocated funds.
The event coordinator, for purposes of this RFB and any resulting 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 TDC agencies
of record to promote the event. County shall fund advertising and promotional activity at up to
1 0% in~county with balance out of county for Destination category only.
The TDC 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)
Monroe County Tourist Development DestinationlTumKey Event Application FY 2007
4
b) Key Events ~ (national marketing exposure) (soee 2116/05)
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 national advertising or a history of national and/or
international media exposure.
The event is an entire package which guarantees national television (to be aired within ninety
(90) days from completion of event), radio and newspaper marketing with direction of said
media to be reviewed and approved by the advertising agency of record. In addition such
event shall be considered an all inclusive event where the promoter has financial 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.
Payment under a contract for a Turn Key Event will be made upon the completion of the event
and upon the airing(s) of national and/or international television when said promotion has been
brought forward within the application as a component of qualifying as a TurnKey Event and
subsequently outlined within the scope of services within the contract with the BOCC. 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 proposals, to waive irregularities and informalities in any or all proposals, and to re~
advertise for proposals.
A grant award, if made, will be to the most responsive and most qualified proposer(s) which
the SOCC, upon recommendation by the DAC and TDC, deems to be in the best interest of
the County utilizing the Criteria for Evaluation. The successful proposer(s) shall enter into an
Event Contract with the SOCC. 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
22~33). The SOCC reserves the right to allocate funds to one or more, or none of the
proposers.
4) Only complete sets of proposal documents will be issued and shall be used in preparing
proposal packages. The County does not assume any responsibility for errors or
misinterpretations resulting from the use of incomplete sets. Complete sets of Proposal
Documents may be obtained in the manner and at the location stated in the Notice of Calling
for Proposals.
Monroe County Tourist Development DestinationlTurnKey Event Application FY 2007
5
5) The preparation cost of a proposal response to this RFB is solely that of the proposer.
Further, the BOGC will not assume any responsibility or liability for costs incurred by the
selected proposer 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.
7) Any interpretation or correction of, or change to, the RFB shall be made in writing and
issued by the TOG 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
proposals, except in the case of an addendum postponing the submission date of the
proposals or withdrawing the RFB. It is the responsibility of the proposer to contact the
Administrative Office of the TOG at telephone number shown on page 3 of the RFB prior to
submitting a proposal 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 proposer submitting a proposal to receive any such addenda will not
relieve such proposer from obligations under this RFB, any issued addenda, or the proposal
submitted by such proposer.
8) The Application form, pages 8 - 20 of this package and attachments required by page
21 shall be fully completed. All forms requiring signatures shall be executed. These
documents shall comprise the proposal. Do not include pages 1 through 7 in your submission.
The proposer shall submit to the office stated in the Notice of Calling for Proposals two (2)
signed originals plus, for each separate District indicated, twelve (12) copies of the complete
proposal in a sealed envelope, marked clearly on the outside: "Sealed Proposal for
Oestination/Turn Key Event Funding."
By signing of the Non-Collusion and Verification form, the proposer 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 proposer further declares that no prohibited lobbying, solicitation or other act to influence
the outcome of the competition, discussion or negotiations leading to the award of the
contract
The proposal must be signed by the authorized officer of said proposing entity and be
complete as outlined. Failure to sign said proposal or submit the application as outlined
constitute grounds for non-acceptance of the proposal.
The proposer 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 BOGe.
Monroe County Tourist Development Destination/TurnKey Event Application FY 2007
6
The successful proposer(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 soee,
Failure to affirm the above in the application will result in rejection.
9) The pro forma contract included in this RFS can be adapted to the requirements of a
specific event. Final acceptance of the contract shall not occur until the soee and the event
sponsor have signed the contract.
Monroe County Tourist Development DestinationfTurnKey Event Application FY 2007
7
Monroe County Tourist Development Council
ApplicaU()nof, Oesti~ationrrurn~~y .Event Fundin~
Janl.lary.1\..2()()'7ithrqughO$p<<3fnP<<3tali'.2()()7
Please submit two (2) originals and, for each separate District indicated (see below), submit
twelve (12) copies of the completed application form (pages 9- 20) as per the instructions
found on pages 4 - 8.
TITLE OF EVENT:
VENUE: (location/City):
DA TE(S) OF EVENT:
Category of Event (check one)
DESTtNA TION EVENT
D
TURN KEY EVENT D
INDICATE THE DISTRICT(S) YOU ARE REQUESTING FUNDS FROM and HOW MUCH:
I $ [ District I (encompasses the city limits of Key West)
I $ I District II (from city limits of Key West to the west end of the Seven Mile Bridge)
I $ I District III (from the west end of the Seven Mile Bridge to the Long Key Bridge)
J $ ! District IV (between the Long Key Bridge and Mile marker 90.7)
I $ I District V (from Mile marker 90.7 to the Dade/Monroe County line and any mainland portions of
, , Monroe County
TOTAL AMOUNT REQUESTED (Total Districts I~V)
I. APPLICANT ORGANIZATION:
A. NAME OF CONTRACTING ORGANIZATION:
(Registered Business name)
ADDRESS:
TELEPHONE NUMBER: (Daytime)
FAX NUMBER:
E-MAIL ADDRESS:
YEAR LEGALLY ESTABLISHED
FEDERAL 1.0. #/S.I.N. #:
(
(
)
)
Monroe County Tourist Development DestinationlTurnKey Event Application FY 2007
8
SUMMARIZE ORGANIZATION HISTORY
B. CONTACT PERSON:
ADDRESS:
TELEPHONE NUMBER: (Daytime)
FAX NUMBER:
E-MAIL ADDRESS:
(
(
)
)
C. List name of President and other individuals authorized to execute contracts and
otherwise act on behalf of Applicant:
Name Tme
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 funding
Amount ReQuested
Amount Received
Year
Monroe County Tourist Development DestinationlTurnKey Event Application FY 2007
9
II. CRITERIA FOR EVALUATION (applications not scoring 36 points and above 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 for the District you are
seeking funding from)
Time of year of event (shoulder and off season events to receive higher scoring). (soee 4/20105)
January July 3
February 1 August 5
March 1 September 5
April 1 October 5
May 3 November 4
June 4 December 4
12345
February 1 August 5
March 1 September 5
April 1 October 5
May 3 November 4
June 3 December 3
12345
July
February 1 August
March 1 September
April 1 October
May 3 November
June 3 December
12345
July 3
February 1 August 5
March 1 September 5
April 1 October 5
May 3 November 4
June 3 December 4
12345
January 2 July 3
February 1 August 5
March 1 September 5
April 1 October 5
May 3 November 4
June 3 December 3
12345
Monroe County Tourist Development DestinationlTumKey Event Application FY 2007
10
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
Monroe County Tourist Development DestinationfTurnKey Event Application FY 2007
11
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
brochureslflyers 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
Monroe County Tourist Development DestinationfTumKey Event Application FY 2007
12
EXHIBIT C
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.
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 tiscal 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 tor the last event (it
applicable)
12345
Monroe County Tourist Development DestinationlTumKey Event Application FY 2007
13
EXHIBIT 0
2) COMMITMENTS FOR CONTRIBUTION:
List all contributors (HARD DOLLARS) supporting the proposed event and the
amounts committed by those contributions.
Contributor
Amount
SUB-TOTAL VALUE OF CONTRIBUTORS $
12345
3) List all in-kind contributions: (including complimentary rooms, functions, services)
Contributor
I.Yllit
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.
Monroe County Tourist Development Destination/TumKey Event Application FY 2007
14
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 permissible expenditure
$ non permissible expenditure
$ non permissible expenditure
$ non permissible expenditure
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
TOTAL TOURIST TAX FUNDS REQUESTED ............................... $
TOTAL CASH EXPENSES............. $
Monroe County Tourist Development DestinationlTumKey Event Application FY 2007
15
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
Monroe County Tourist Development DestinationlTurnKey Event Application FY 2007
16
b. Number of tourists anticipated to attend the event:
Monroe County Residents
Out of County, Florida
Out of State
Foreign
Participants
Spectators
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 "FU) 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 UF")
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 36 points and above 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.
Monroe County Tourist Development DestinationffumKey Event Application FY 2007
17
VII. ACTION PLAN: PARKING/ROAD CLOSURES/SECURITYITRASH:
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, 1 of the city of
according to law on my oath, and under penalty of perjury, depose and say that:
1) I am the proposer making the
proposal for the project described as follows:
2) The prices in this proposal 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 proposer or with any competitor:
3) Unless otherwise required by law, the prices which have been quoted in this
proposal have not been knowingly disclosed by the proposer and will not knowingly be
disclosed by the proposer prior to proposal opening, directly or indirectly, to any other
proposer or to any competitor; and
4) No attempt has been made or will be made by the proposer to induce any other
person, partnership or corporation to submit, or not to submit, a proposal 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 beliet
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
Monroe County Tourist Development DestinationfTumKey Event Application FY 2007
18
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 proposal 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 proposal, 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.
Proposer's Signature
Date
Monroe County Tourist Development DestinationlTurnKey Event Application FY 2007
19
IX. ATTACHMENTS:
1) Organization's total budget and financial statement, compilation, review or
audit for the last completed fiscal year. (Section III Exhibit C).
2) Organization's budget and income/expense report for the last event.
(Section IV Exhibit E).
Monroe County Tourist Development DestinationlTumKey Event Application FY 2007
20
CRITERIA FOR EVALUATION
SUMMARY SHEET
(Applications not scoring 36 points and above will not be considered for funding)
SCORE
I.
A.
TIME OF EVENT
B. COMMITMENT TO THE EXPANSION OF OFF SEASON TOURISM
IN MONROE COUNTY (EXHIBIT A)
C. SOUNDNESS OF PROPOSED PROJECT
a. Detailed marketing Plan (EXHIBIT B)
II. FINANCIAL INFORMATION
A. REVENUE BUDGET
1) (EXHIBIT C)
2) Ust of contributors (EXHIBIT D)
3) Ust of in~kind contributors (EXHIBIT D)
III. EXPENDITURE BUDGET
1) Ust cash expense (EXHIBIT E)
2) State how you plan to spend tourist funds as outlined in column 2
of (EXHIBIT E)
IV. QUALITY AND UNIQUENESS OF PROPOSED EVENT:
a) Extent to which the activity is unique to Monroe County/or District
b) Number of tourists anticipated to attend event
c) How the anticipated number of persons was determined
V. VALUE OF NATIONAL MEDIA EXPOSURE OR NEW EVENT
a)
detailed history of media exposure for last event
A.
OR
b) Anticipate value of new event to tourism & source of information
B.
TOTAL SCORE
Monroe County Tourist Development DestinationlTurnKey Event Application FY 2007
21
(SAMPLE)
Destination Events Aqreement
THIS AGREEMENT is entered into this day of , 20_ by and
between SOARD OF COUNTY COMMISSIONERS, MONROE COUNTY, FLORIDA, (SOCC)
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 SOCC 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. Scope 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 wfll be provided through the contracted agencies of the Tourist Development
Council (TDC) and SOCC. The agencies of record shall receive payment of work in progress
upon submission of documented invoices associated with said event
4. Payment: 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 SOCC'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 SOCC. Only acceptable expenses listed in
the Monroe County Tourist Development Council Operations Manual shall be paid,
5, Accounting: 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 SOCC or to an authorized representative for audit
Monroe County Tourist Development DestinationlTurnKey Event Application FY 2007
22
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 SOCC
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, 20_. All
invoices must be submitted prior to , 20_"
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 jf it is found necessary to cancel an event. The notice
shall contain the following specifics: 1) reason for cancel/ation, 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 SOCC or its agents.
11. Insurance Reauirements: (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:
Monroe County Tourist Development DestinationiTurnKey Event Application FY 2007
23
Original certificate of Insurance
or
* Certified copy of the actual insurance 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 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 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
*
Monroe County Tourist Development DestinationfTurnKey Event Application FY 2007
24
for a mlntmum 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
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 SOCC and TDC are exempt from Federal Excise and State of
Florida Sales Tax.
14. Finance Charges: The SOCC and TDC will not be responsible for any finance
charges.
15. Relation of SOCCITDC: 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 SOCC and TOC and the SOCC 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 SOCC 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 SOCC and TDC.
17. AssiQnment 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 SOCC.
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
Monroe County Tourist Development DestinationlTumKey Event Application FY 2007
25
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 SOCC, the
(insert name of event sponsor) must furnish evidence of the causes of such delay or failure.
SOCC 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. Governina 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. Ownership: All advertising and promotion work performed under the agreement
and paid for by the soee and TDC shall be the property of the soec and TDC, for whatever
use and/or disposition the SOCC and TDC may deem appropriate.
23. Media rights: 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 SOCC and TDC under this agreement.
24. LOQo: AU 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) 0 This
logo/trade mark was adopted by the TDC and County in November 2000. No re-imbursement
will be provided to those entmes 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 Soard 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
Monroe County Tourist Development DestinationlTumKey Event Application FY 2007
26
violation of Section 3 of Ordinance No. 1 O~ 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.
2R 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 proposal
on a contract to provide any goods or services to a public entity, may not submit a proposal on
a contract with a public entity for the construction or repair of a public building or public work,
may not submit proposals 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 SOCC 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
Monroe County Tourist Development DestinationrrurnKey Event Application FY 2007
27
EXHIBIT nAil
Collateral
Promotion
Outwof-County Advertising
Nat'l RadiorrV Media Production
TOTAL
$
Monroe County Tourist Development Destination/TurnKey Event Application FY 2007
28
(SAMPLE)
Turn Key Events Agreement
THIS AGREEMENT is entered into this day of , 20_, by and
between SOARD OF COUNTY COMMISSIONERS, MONROE COUNTY, FLORIDA, (SOCC)
and (insert name of event sponsor)
NOW, THEREFORE, and in consideration of the mutual covenants, contained herein
the parties agree as follows:
1. The SOCC 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. Scope 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. Payment: 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 (to be aired within ninety (90) days from
completion of event), publicity and on-site advertising, and that the required insurance was
obtained no less than twenty days prior to the event, SOCC shall pay $
Monroe County's performance and obligation to pay under this contract is
contingent upon an annual appropriation by the SDCC.
4. AccountinQ: 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 SOCC 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 SOCC.
6. Termination: This Agreement will be terminated on ,20_. All
invoices must be submitted prior to , 20_.
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 Soard of County Commissioners from any and
all claims for bodily injury (including death), personal injury, and property damage (including
Monroe County Tourist Development DestinationiTurnKey Event Application FY 2007
29
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 Requirements: (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:
* Original Certificate of Insurance
or
* Certified copy of the actual insurance policy
An original certificate or a certified copy of any or all insurance policies required by this
contract shall be filed with the Clerk of the BOee prior to the Event. The insurance
policy must state that the Monroe County BOeC is the certificate holder and additional
Insured. 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.
Monroe County Tourist Development DestinationlTurnKey Event Application FY 2007
30
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)
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 Regulations: 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 SOCC and TDC are exempt from Federal Excise and State of
Florida Sales Tax.
Monroe County Tourist Development DestinationlTumKey Event Application FY 2007
31
13. Finance Charges: The SOCC and TOC will not be responsible for any finance
charges.
14. Relation of SOCC/TOC: 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 SOCC and TOC, and the SOCC and TOC 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. Oisclosure: 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 SOCC and TOC 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 SOCC and TOC.
16. AssiQnment: 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 TOC and SOCC.
17. Compliance 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. 1 o~ 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 rights: The TOC 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 SOCC and TOC under this agreement.
21. Logo: All promotional literature and display advertising with the exception of
generic advertising must display the "Florida Keys & Key West, Monroe County Tourist
Monroe County Tourist Development DestinationlTurnKey Event Application FY 2007
32
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. Severability: 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.
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 proposal
on a contract to provide any goods or services to a public entity, may not submit a proposal on
a contract with a public entity for the construction or repair of a public building or publiC work,
may not submit proposals 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 list".
25. Entire Aqreement: 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)
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
(SEAL
Attest DANNY L. KOLHAGE, Clerk
By
Deputy Clerk
By
Mayor/Chairman
Monroe County Tourist Development DestinationlTurnKey Event Application FY 2007
33