Item S6BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: April 18, 2012
Bulk Item: Yes No X
Division: County Attorney
Staff Contact Person: Natileene Cassel
Contract # 292-3470
AGENDA ITEM WORDING: Discussion and direction regarding the next Request for
Proposal on the Hickory House property, including changes which would allow presentations to
the selection committee. Presentations would require changes to procedures for the County
selection process and selection committees.
ITEM BACKGROUND: The County Administrator has requested that for the next Hickory
House Request for Proposal that the County entertain presentations from the respondents. In 2011
the legislature passed amendments to F.S. 119.071, the Public Records Law and to F.S. 286.0113,
the "Sunshine Law". These amendments allow presentations to selection committees but places
additional requirements on the County. If this procedure is used several new requirements will be
required, the presentations will not be open to the public as the County has done in the past, most
notably: (1) a "complete recording" of the presentations must be made, (2) the recording shall be
preserved and kept by the County as a public record and (3) the recording must be made available
when the County provides notice of an intended decision, or when all proposals are rejected.
PREVIOUS RELEVANT BOCC ACTION: In August 2006, the County purchased the
property located at 5948 Peninsula Avenue, Stock Island, Florida. A bid from King's Pointe
Marina LLC (KPM) was accepted, however, on August 27, 2008, KPM cancelled their contract to
purchase the property. In June 2009, a 2°d Request for Proposal was advertised for the purchase
or lease of the property, one response was received proposing the sum of $1 per year for thirty
years, it included improvements which could not pass code requirements and was rejected. In
October 2009, a 3rd Request for Proposals was advertised; the single nonresponsive submission
was rejected by the BOCC.
CONTRACT/AGREEMENT CHANGES: N/A
STAFF RECOMMENDATIONS: None
TOTAL COST: Cost to advertise BUDGETED: Yes XNo _
DIFFERENTIAL OF LOCAL PREFERENCE: N/A
COST TO COUNTY: see above SOURCE OF FUNDS:
REVENUE PRODUCING: Yes �� No AMOUNT PER MONTH Year
APPROVED BY: County Atty ✓ OMB/Purchasing Risk Management _
DOCUMENTATION: Included X
Not Required
DISPOSITION: AGENDA ITEM #
MONROE COUNTY
REQUEST FOR PROPOSALS
FOR THE
SALE/PURCHASE/LEASE OF THE "HICKORY SOUSE" PROPERTY
MONROE COUNTY, FLORIDA
BOARD OF COUNTY
Mayor David Rice, District 4,
Mayor Pro Tem, Kim Wigington, District 1
Commissioner, George Neugent, District 2
Commissioner, Heather Carruthers, District 3
Commissioner, Sylvia Murphy, District 5
COUNTY ADMINISTRATOR SENIOR BUDGET DIRECTOR
Roman Gastesi Tina Boan
CLERK OF THE CIRCUIT COURT DANNY L. KOLHAGE
May 2012
Prepared by:
Natileene W. Cassel, Assistant County Attorney
Monroe County Attorney's Office
TABLE OF CONTENTS
PAGE
NOTICE OF REQUEST FOR PROPOSAL
SECTION ONE
Instructions to Bidders
SECTION TWO
RFP Specifications
SECTION THREE
Content of Proposal
SECTION FOUR
Sample Contract for Purchase and Sale
Sample Lease
SECTION FIVE
Proposal Forms
NOTICE OF REQUEST FOR PROPOSALS
NOTICE IS HEREBY GIVEN TO PROSPECTIVE PROPOSERS that on , 2012 at
P.M. the Monroe County Purchasing Office will receive sealed proposals for the following:
Requirements for submission and the selection criteria may be requested from DemandStar by Onvia
at www.demandstar.com OR www.monroecountvbids.com or call toll -free at 1-800-711-1712. The
Public Record is available at the Monroe County Purchasing Office located at The Gato Building,
1100 Simonton Street, Room 1-213, Key West, Florida. Technical questions should be directed, in
writing, to the Director, Monroe County Project Management Department, The Gato Building, 1100
Simonton Street, Key West, Florida 33040 or by facsimile to (305) 295-4321. All answers will be
by Addenda.
Proposers must submit a total of three (3) complete sets of Proposals, two (2) signed originals
and one (1) complete copy, in a sealed envelope marked on the outside,
" " addressed and delivered, either by person or by mail,
preferably by special delivery, registered mail to:
Monroe County Purchasing Office
1100 Simonton Street, Room 1-213
Key West, FL 33040
Phone: (305) 292-4466
Fax: (305) 292-4465
All proposals must be received by the County Purchasing Office before P.M. on
, 2012. Any proposals received after this date and time will be automatically
rejected. Faxed or emailed proposals will also be automatically rejected.
Dated at Key West, Florida, this _m day of . 2012.
Monroe County Purchasing Department
Publication Dates:
KW Citizen (Fr)
Keynoter (Sa)
Reporter (Fr)
SECTION ONE
INSTRUCTION TO BIDDERS
1.01 DESCRIPTION OF PROPERTY
A. The County is seeking proposals for use of the property previously known as the "Hickory
House", located at 5948 Peninsular Avenue, Stock Island, Key West, Florida. Proposers are
encouraged to provide a proposal for the purchase, lease, or lease with option to purchase the
property. The property consists of two+ lots with an approximate land square footage of 24,375.
The Legal Description is:
Lots 30, 31 and the West %z of Lot 32, in Square 46, according to
Maloney's Subdivision of a part of Stock Island, Monroe County, Florida,
as recorded in Plat Book 1, Page 55, of the Public Records of Monroe
County, Florida.
B. Proposers should be aware:
1. The property, buildings and dock have been vacant for several
years;
2. The County does not warrant the condition the property, buildings
and dock or their suitability for a speck use;
3. No portion of Peninsula Avenue, including. the abandoned boat
ramp which terminates in mangroves at the end of Peninsula
Avenue, is included in the legal description of the property and
should not be included in any proposal for use of the property;
4. Proposers shall not include a potential abandonment of Peninsula
Avenue as part of any proposal, including use as parking,
expansion, or any other portion of their Proposal;
5. The property is zoned MU, mixed use;
6. Proposers shall not include use of the bay bottom adjacent to the
premises in the proposal; the County does not own the bay bottom.
7. If purchased, the purchaser whether by a straight purchase or by
lease with option to purchase, shall at closing accept a quitclaim
deed pursuant to Florida Statutes 125.411; and
8. Any purchase or lease of the property is offered on an "AS IS"
basis.
C. The following documents are provided for informational purposes only and are
available for viewing in the office of Monroe County Purchasing Department, Gato Building Room
213, at 1100 Simonton Street, Key West:
1. Report of Environmental Site Assessment: Phase 1;
2. Environmental Affidavit dated November 28, 2006;
3. Authorization to Rely on Environmental Assessment;
4. Boundary Survey dated November 21, 2006; and
5. Limited Renovation Asbestos Survey Report dated January 29,
2007.
Proposers shall not rely on the above documents to portray the present state of the property. The
County does not warrant the information in the documents; they are available for informational and
historical purposes only. Proposers should obtain their own individual survey or other studies as
they determine necessary. Any surveys, studies, or other material which an individual Proposer
deems necessary, shall be conducted solely at the expense of the Proposer, and shall be conducted in
a time -frame which will not postpone the sale or lease of the property.
D. The County is interested in proposals which state a detailed specific intended use for the
property; therefore Proposers must fully describe the proposed use for the property.
E. Proposers should be aware that a Proposal shall not be considered as a negotiation or a
starting point for negotiation. Proposals will be reviewed by the County as the complete proposal
which will be accepted or rejected on its merits as stated in the body of the Proposal If a proposal is
selected for presentation to the committee, no new information shall be considered by the selection
committee.
1.02 DEFINED TERMS
A. Wherever used in this Request for Proposal or in the other proposal documents the terms
below have the meanings indicated which are applicable to both the singular and plural thereof.
The use of the terms "he", "him", "himself, or "his" shall refer to male and female persons alike
and should not be construed as derogatory or discriminatory to female persons.
B. DEFINITIONS
Addenda. Written or graphic documents issued prior to the opening of bids which
clarify, correct, or change the bidding documents or the contract documents.
Agreement. The written agreement/contract between the County and the chosen
proposer covering the details of the contractual provisions to be performed; other contract
documents may be attached to the agreement and made a part thereof as provided therein.
Bid. The offer, proposal, or bid of the Proposer submitted on the prescribed form
setting forth the prices and other considerations.
Board of County Commissioners. Elected policy makers for the County, also referred to
as BOCC.
Contract Documents. The bidding documents, agreement, addenda (which pertain to
the contract documents), the Proposer's response to the request for proposal, including
documentation accompanying the bid and any post -bid documentation submitted prior to
the notice of award) when attached as an exhibit to the agreement, the bonds, and the
specifications as the same are more specifically identified in the agreement, together with
all amendments, modifications, and supplements.
Contract Price. The moneys, payable by the Proposer to the County under the contract
documents as stated in the agreement.
Contract Time. The time the Contract/Lease shall be in force and binding on the
County and /Proposer from the effective date of the agreement.
Effective Date of the Agreement. The date indicated in the agreement on which it
becomes effective, but if no such date is indicated it means the date on which the
agreement is signed and delivered by the last of the two parties to sign and deliver.
Laws and Regulations; Laws or Regulations. Laws, rules, regulations, ordinances,
codes and/or orders as set forth by the Federal government, State of Florida or Monroe
County Florida.
Notice of Award. The written notice to the apparent successful Proposer stating that
upon compliance by the apparent successful Proposer with the conditions precedent
enumerated therein, within the time specified, the County will sign and deliver the
agreement.
Owner. Generally refers to the Monroe County Board of Commissioners; there may be
times when owner refers to someone other than the County in which case the intent of the
sentence shall dictate to whom the word owner applies.
Presentation of Proposal. The selection committee will invite no more than three (3)
Proposals to be presented to the selection committee for consideration. Proposals shall be
presented individually by oral presentation to the selection committee. All presentations
will be recorded. Presenters will not be allowed into the presentations by other proposers.
Presentations shall be confined to the contents of the written proposal any additional
information, not contained in the written proposal, will not be considered by the
committee. Questions may be asked of the Presenters by the committee for clarification
of the proposal. In the event that only one proposal is received there will not be an oral
presentation.
Proposal. The offer, proposal, or bid of the Proposer submitted in a format setting forth
the qualifications of the Proposer and the prices and other conditions under which
services shall be performed.
Proposal Documents. The original RFP, the advertisement, the responses to RFP
received. After entry into a contract or lease Proposal Documents may be considered as
part of the contract if so indicated in the contract or lease.
Proposer. The person, firm, or corporation who has submitted a proposal, also referred
to as the Bidder or Contractor.
RFP. Request for Proposal advertised by the Board of County Commissioners.
Written Amendment. A written amendment of the contract documents, signed by the
County and the Contractor on or after the effective date of the agreement.
1.03 EXAMINATION OF BIDDING DOCUMENTS, SITE VISIT AND PRE -BID MEETING
A. Complete sets of Requests for Proposal documents will be issued and shall be used in
preparing proposals. The COUNTY does not assume any responsibility for errors or
misinterpretations resulting from the use of incomplete sets.
B. Complete sets of Request for Proposal Documents may be obtained in the manner and at
the location stated in the Notice of Calling for Proposals.
C. Each Proposer shall thoroughly examine all the Requests for Proposal Documents.
Ignorance on the part of the Proposer shall in no way relieve him of the obligations and
responsibilities assumed under this proposal.
D. Submitted Proposals MUST include an Insurance Agent Statement and a completed
Insurance Checklist, and any requirements set forth in the Instructions to Bidders,
Proposal Contents and Proposal Forms.
E. A onetime mandatory pre -bid meeting will be held on , 2012
at P.M. at the property. Proposers or their representatives must be present; non-
attendance at the pre -bid meeting shall be cause for automatic rejection of the proposal. A
tour of the Property will be conducted at that time by County staff for the benefit of
Proposers. County staff will not answer questions verbally at the pre -bid meeting. Any
questions which may arise at the pre -bid meeting shall be submitted in writing pursuant to
Section 1.07 below. If the County determines that any written questions require official
additions, deletions, or clarifications of the Request for Proposal, the County will issue a
written summary of questions and answers or an addendum to this Request for Proposals
as the County determines is appropriate. No oral representations or discussions, which
may take place at the pre -proposal meeting, will be binding on the Department.
1.04 QUALIFICATIONS OF PROPOSERS (TO BE SUBMITTED WITH PROPOSAL)
A. Each proposal must contain evidence of the Proposer's qualifications, as set out in
Section 1.04B, to do business of the type delineated in the proposal and in the Florida
Keys. This evidence shall be attached under Section 3.02B, Tab 1, Executive Summary.
B. The County is interested in proposals which state a detailed and specific intended use for
the property. These proposals should explain the financial arrangements necessary to
accomplish the Proposer's goal. All proposals shall conform to the requirements of this
Request for Proposal, under Section 3.02, Tab 2. While the County encourages Proposers
to submit any legitimate proposal, all proposals shall include specific details regarding
the anticipated use.
C. At the discretion of the County, and depending upon the details of the Proposal, a bond
may be required in the type and amount determined by the County. The winning
Proposer shall be notified of the necessity of a bond in the Notice Award. All Proposers
should be aware that a bond may be required at the execution of the contract or lease.
D. The County retains the right to reject any and all proposals.
1.05 DISQUALIFICATION OF PROPOSERS
A. ONE PROPOSAL: Only one proposal from an individual, firm, partnership or
corporation under the same or under different names will be considered. In the event
evidence is discovered which indicates a Proposer has interest in more than one proposal
for the work involved, all proposals in which such a Proposer is interested may be
rejected.
B. A proposal may be rejected if the Proposer misstates or conceals any material fact in the
proposal.
C. A proposal may be rejected if the Proposer does not strictly conform to the law and
requirements of the Request for Proposal.
D. The County reserves the right to reject any and all proposals and to waive
technical errors and irregularities as may be deemed best for the interests of the County.
The County also reserves the right to reject the bid of a Proposer who has previously
failed to perform properly or to complete contracts of a similar nature on time.
E. Proposals, which contain modifications, are incomplete, unbalanced, conditional,
obscure, or which contain additions not requested or irregularities of any kind, or which
do not comply in every respect with the Instructions to Proposers, the Proposal Contents,
the required forms or other requirements of the Request for Proposals may be rejected at
the sole option of the County.
F. NON -COLLUSION AFFIDAVIT: Any person submitting a proposal in response to this
invitation must execute the enclosed NON -COLLUSION AFFIDAVIT. If it is discovered
that collusion exists among the proposers, the bid or proposals of all participants is such
collusion shall be rejected, and no participants in such collusion will be considered in
future bids for the same work.
G. PUBLIC ENTITY CRIME: A person or affiliate who has been placed on the convicted
vendor list following a conviction for a 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 bid or
proposal on a contract with a public entity for the construction or repair of a public
building or public work, may not submit bids on leases 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. Category Two: $25,000.00
H. DRUG -FREE WORKPLACE FORM: Any person submitting a bid or proposal in
response to this invitation must execute the enclosed DRUG -FREE WORKPLACE
FORM and submit it with his bid or proposal. Failure to complete this form in every
detail and submit it with your bid or proposal may result in immediate disqualification of
your bid or proposal.
1.06 EXAMINATION OF REQUEST FOR PROPOSAL DOCUMENTS
A. Each Proposer shall carefully examine the RFP and other documents enclosed and inform
himself thoroughly regarding any and all conditions and requirements that may in any
manner affect cost and performance under the contract, including requirements of
applicable County, State and Federal laws and restrictions. Ignorance on the part of the
Proposer will in no way relieve the Proposer who executes the purchase/sale contract or
lease of the obligations and responsibilities assumed under the contract/lease.
B. Should a Proposer find discrepancies or ambiguities in, or omissions from, the
specifications, or doubt as to their meaning, Proposer shall at once notify the County in
writing as required in Section 1.07.
1.07 INTERPRETATIONS, CLARIFICATIONS, AND ADDENDA
A. No oral interpretations will be made to any Proposer as to the meaning of the contract
documents. No Proposer may seek to verbally contact the County with inquiries. All
inquiries shall be in writing.
B. Any written inquiry or request for interpretation received ten (10) or more days prior to
the date fixed for opening of responses will be given consideration. All such changes or
interpretation will be made in writing in the form of an addendum and, if issued, will be
furnished to all known prospective Proposers prior to the established proposal opening
date on the websitewww.demandstar.com or-htW://www.monroe-
tl.gov/aages/msd/bids.htm.
C. Each Proposer shall acknowledge receipt of such addenda in the space provided therefore
in the bid form. In case any Proposer fails to acknowledge receipt of such addenda or
addendum, his response will nevertheless be construed as though it had been received and
acknowledged and the submission of his response will constitute acknowledgment of the
receipt of same.
D. All addenda are a part of the contract documents and each Proposer will be bound by
such addenda, whether or not received by him. It is the responsibility of each Proposer
to verify that he has received all addenda issued before responses are opened.
1.08 GOVERNING LAWS AND REGULATIONS
A. The Proposer is required to be familiar with and shall be responsible for complying with
all federal, state, and local laws, ordinances, rules, and regulations that in any manner
affect the work or project upon which he bases his proposal.
B. The Proposer shall include in his proposal prices all sales, consumer, use, and other
taxes required to be paid in accordance with the law of the State of Florida and the
County of Monroe, including but not limited to documentary stamps. Monroe County
BOCC is tax exempt from all local, state, and federal sales taxes. All proposals shall
include any modifications, necessary to make the building ADA accessible under the
Federal and State laws.
C. Proposer will not be compensated under the contract or lease for changes
necessitated by noncompliance with all federal, state, and local laws, ordinances, rules,
and regulations that in any manner affect the work.
1.09 PREPARATION OF PROPOSAL
A. Signature of the Proposer: The Proposer must sign the Proposal forms in the space
provided for the signature. If the Proposer is an individual, the words "doing business as
or "Sole Owner" must appear beneath such signature. In the case of a
partnership, the signature of at least one of the partners must follow the firm name and
the words "Member of the Firm" should be written beneath such signature. If the
Proposer is a corporation, the title of the officer signing the proposal on behalf of the
corporation must be stated along with the Corporation Seal Stamp and evidence of his
authority to sign the proposal must be submitted.
B. The Proposer shall state in the proposal the name and address of each and every person
with a financial interest therein and the names of each officer or member of the Board of
Directors therein, as required under Section 3.02.
1.10 SUBMISSION OF PROPOSAL
A. Two (2) signed originals and five (5) copies of each proposal shall be
submitted.
B. The Proposal shall be submitted in a sealed envelope clearly marked on
the outside, with the Proposers name and "Request for Proposal for the
Sale/Purchase/Lease of the "Hickory House" Property, addressed to the entity and
address stated in the Notice of Request for Proposals, on or before 3:00 P.M. local time
on the _ day of , 2012 . If forwarded by mail or courier, the above -mentioned
envelope shall be enclosed in another envelope addressed to the entity and address stated
in the Notice of Calling for Proposals. Faxed or e-mailed statements of proposals shall
be automatically rejected. Proposals will be received until the date and hour stated in the
Notice of Calling for Proposals.
C. Each Proposer shall submit with his proposal the required evidence of his qualifications
and experience, as outlined in Section 1.04 and 3.02.
D. The submission of a proposal will constitute a representation by the Proposer that he has
complied with every requirement of Section 3 and that the Request for Proposal
Documents are sufficient in scope and detail to indicate and convey understanding of all
terms and conditions for performance of the Work.
1.11 WITHDRAWAL OF PROPOSAL
Any proposal may be withdrawn prior to the time scheduled in the Notice of Calling for
Proposals for the opening thereof. All other proposals received must remain valid for a
period of ninety (90) days.
1.12 MODIFICATION OF PROPOSALS
A Proposal may not be modified, withdrawn, or canceled by the Proposer during the
stipulated time period following the time and date designated for the receipt of Bids,
except as provided below.
Prior to the time and date designated for receipt of Proposals, any Proposal submitted
may be modified by delivery to Monroe County Purchasing Department of a complete
Proposal as, modified. All envelopes shall be marked "Modified Proposal'. Delivery
shall comply with requirements for the original bid.
1.13 RECEIPT AND OPENING OF PROPOSALS
A. Proposals will be received until the designated time and will be publicly opened and read
aloud at the appointed time and place stated in the Notice of Calling for Proposals.
Monroe County's representative authorized to open the proposals will decide when the
specified time has arrived and no proposals received thereafter will be considered. No
responsibility will be attached to anyone for the premature opening of a proposal not
properly addressed and identified.
B. Proposers or their authorized agents are invited to be present. The public is permitted to
be present. No verbal explanation or changes to the written proposals will be allowed by
G
of A- from A.M. Best. The required insurance shall be maintained at all times
while Proposer is providing service to County.
4. Monroe County shall be named as an Additional Insured on the General
Liability and Vehicle Liability policies.
2.03. THE LEASE ALTERNATIVE
A. Proposers who wish to enter into a lease the property shall set
forth, in addition to the requirements of Section Five, the
following information:
1.
The total amount of the proposed lease;
2.
The proposed term of the lease in months or years;
3.
The proposal shall agree to provide at a minimum a first month
rent, second month rent and security deposit in the amount of two
months rent, at the time of the execution of the lease by the BOCC;
4.
The proposal shall state a rental amount on a monthly basis to be
paid on the first of each month, and specifics if the proposed
monthly lease amount will change over time;
5.
Provide a statement of the anticipated use of the property; and a
specific plan for renovations to the property;
6.
If the proposal includes improvements to the fixtures or the
property itself, those improvements should be described in detail,
with enough specificity so that the County will be able to evaluate
the potential value of the improvements.
7.
Provide a graphic representation of the anticipated use of the property, including
anticipated parking areas* ingress and egress, building modifications property,
and the impact of the use on the surrounding neighborhood and any other
information which will assist the County in understanding the Proposer's
anticipated use of the property.
8.
The Proposal which provides the most specific the details, including adherence to
appropriate permitting and compliance with County, State and Federal laws, will
assist the County in its selection process. Proposals which do not comply with
said laws or which are do not provide enough detail shall be rejected.
9.
If the proposal includes an option to purchase, the terms of that option shall be
submitted in detail and with the specificity of contractual language so that the
BOCC will have sufficient information to fully evaluate the offer;
10.
If the Proposal is accepted the lease will be finalized subsequent to the award,
the Proposer shall anticipate that the County may require language in the lease
that is not in this RFP and may wish to change the terms offered by the Proposer.
Proposer and County will not be bound by the lease until signed by both parties.
11.
Construction under the lease shall conform to all applicable governmental
regulations, including County, State, and Federal requirements, including zoning,
permitting and land use regulations.
B. INSURANCE.
1. All proposals shall demonstrate necessary minimal insurance coverage as
indicated in the insurance form section. The exact final amounts of require
insurance will be determined after the proposal is approved by the BOCC and
shall become part of the terms of the final agreement. Proposers shall be
aware that insurance requirements are subject to change based on the proposal.
14
any Proposer or other observer at the opening of the Proposals. Submittals will be
judged upon the written Proposal only.
C. Any proposal not received by the Purchasing Department on or before the deadline for
receipt of bids designated in the Notice of Calling for Bids will be returned unopened.
D. All proposals shall remain open and valid for ninety (90) days after the date designated
for receipt of Bids.
E. The County may, in its sole discretion, release any proposal before the ninety (90) days
has elapsed.
1.14 FINAL DETERMINATION OF SUCCESSFUL PROPOSAL
A. This Request for Proposals is for the purchase, lease or lease with option to purchase real
estate. A final determination will be made solely at the discretion of the Board of
County Commissioners, as to the responsiveness and completeness of the proposal.
B. The County reserves the right to reject any and all proposals and to waive technical
errors and irregularities as may be deemed best for the interests of the County.
C. Following the receipt of proposals, a selection committee will meet in a recorded
meeting to review the proposals and to hear presentations. The conduct of the meeting
will comply with Florida Statutes § 119.071 and §286.011. The Committee will separate
the proposals into proposals for purchase and proposals for lease or for lease option. The
committee will determine if the proposals for purchase conform to the Request for
Proposal, rank the submittals in order of preference and make a recommendation to the
BOCC. The committee will then consider the proposals for lease or for lease with
option. The committee will determine if the proposals for lease or for lease option
conform to the Request for Proposal, rank the submittals in order of preference and
make a recommendation to the BOCC. The committee shall consist of a staff member
from Project Management, a staff member from Public Works, and a staff member from
OMB. The final selection is in the sole discretion of the BOCC. The BOCC may choose
to reject any or all proposals.
D. The selection committee recommendations shall be forwarded to the BOCC .The selection
process will be bifurcated before the Board of County Commissioners as specified in
section 1.16 below.
E. If proposals are found to be acceptable by the County, written notice will be given to the
selected Proposer of the acceptance of his proposal and of the award of the contract or
lease to him. The Contract shall be finalized based on the terms required by the County
and of the terms of the selected Proposal.
F. In evaluating proposals, the County shall consider the qualifications of the proposers and
whether or not the proposals comply with the prescribed requirements in the Proposal
Documents.
G. The County may conduct such investigations as it deems necessary to assist in the
evaluation of any proposal and to establish the responsibility, qualifications, and
financial ability of the Proposers to the County's satisfaction. The County reserves the
right to reject any proposal which does not pass any such investigation to its satisfaction.
H. If a Contract is awarded, the County will issue the Notice of Award to the successful
Proposer within ninety (90) days after the date of receipt of bids. The County reserves
the right to return all Proposals, not make any awards, and retain the property as the
Board of County Commissioners sees fit.
I. At the time of consideration the Board of County Commissioners will be provided with a
copy of all the proposals, including those recommended by the selection committee.
IN
1.16 BIFURCATION OF SELECTION PROCESS
A. Due to the laws governing selection, the final selection by the Board of County
Commissioners may be bifurcated if proposals for purchase and for leased are
received. The Board of County Commissioners shall first consider the complying
proposals for purchase of the Hickory House and shall accept the highest proposal
or reject all the proposals as too low.
B. If all of the proposals for purchase are rejected by the Board of County
Commissioners as being non -compliant or as too low in price, the Board of County
Commissioners shall consider the proposals for lease or for lease with option to
purchase.
C. Once a selection is made by the Board of County Commissioners, County staff shall
proceed to finalize an agreement for sale, lease or lease purchase with the selected
proposer.
1.17 EXECUTION OF CONTRACT
A. The Proposer to whom a contract/lease is awarded will be required to finalize speck
details of a purchase contract or lease and to incorporate any terms required by the
County as well as the items in the proposal that are the basis for the award of
contract/lease.
B. Completion of the contract to the satisfaction of the County shall be done within Sixty
(60) days of the awarding of the contract by the BOCC, if this is not accomplished the
County reserves the right to reject the contract and go to the second Proposer or, if the
County desires, to rebid the project at a future date.
C. The Proposer shall return to the County four (4) executed counterparts of the prescribed
contract or lease together with the required certificates of insurance, if required under the
contract, within fifteen (15) days from the date of notice of acceptance of the proposal.
Necessary down payments, required bid bond or initial rental payments shall accompany
the executed contract.
D. In the event the Proposer given Notice of Award fails, for whatever reason, to execute
and deliver all contract documents required above, the County may exercise its right
reject all proposals, to contract with the next conforming responsible proposer with the
best price for the County or, if the County desires, to rebid the project at a future date.
SECTION TWO
RFP SPECIFICATIONS
2.01 GENERAL SPECIFICATIONS
A. It is important to note that the County seeks a proposal for purchase which is based on
market value of the property and upon which will return the most money to the citizens
of the county. In the lease alternative the proposer should consider the market value
over the time of the lease. Additionally, improvements to the property during the lease
will be taken into consideration if, in the discretion of the County, the improvements
will increase the value of the property. All Proposers shall recognize that the BOCC has
the complete discretion to accept or reject any or all proposals.
B. The successful Proposer is expected to provide a proposal to purchase, lease, or lease
with an option to purchase of the premises previously known as the "Hickory House".
The successful Proposer will be expected to enter into a contract or lease with County.
The property is offered "as is".
C. Proposer shall be expected to obtain all necessary state, federal and local permits for the
proposed use of the property. Signature on the Proposal Form shall constitute a
commitment to investigate and abide by all applicable codes, and other requirements
from the state, federal and local governments for the proposed property improvements.
D. Insurance Policies after Award of Contract. In addition to the minimal insurance
requirements specified below, as a pre -requisite of the award of contract of lease or
purchase, the Proposer shall obtain, if required by the County, at his own expense
additional insurance after the award of the contract. Proposer is solely responsible to
ensure that said insurance is obtained and shall submit proof of insurance to COUNTY.
Failure to provide proof of insurance shall be grounds for termination of the award of
contract. The amounts of coverage will be determined by the County based on the nature
of the Proposal, and will be contained in the contract. The Proposer shall maintain the
required insurance throughout the entire term of the contract and any extensions or
amendments specified in the lease and shall agree to provide proof of continuing
insurance.
The Proposer shall provide, to the COUNTY, as satisfactory evidence
of the required insurance, either.
• Certificate of Insurance
or
A Certified copy of the actual insurance policy.
The County, at its sole option, has the right to request a certified copy of
any or all insurance policies required by this contract.
All insurance policies must specify that they are not subject to
cancellation, non -renewal, material change, or reduction in coverage
unless a minimum of thirty (30) days prior notification is given to the
County by the insurer.
The acceptance and/or approval of the Proposer's insurance shall not be construed as
relieving the Proposer from any liability or obligation assumed under the lease or
imposed by law.
To the extent possible, the Monroe County Board of County Commissioners, its
employees and officials will be included as "Additional Insured" on all policies, except
for Workers' Compensation.
2.02. THE PURCHASE ALTERNATIVE
A. Proposers who wish to purchase the property shall set forth, in addition to
the requirements
in Section Five, the following:
1.
A purchase price offered by Proposer;
2.
Amount of down payment, which shall be due upon the execution
of the contract by the Proposer and the BOCC*
3.
Proposed closing date, which shall be no longer than 90 days after
approval of the proposal by the Board of County Commissioners;
4.
If the Proposer will be seeking financing, the anticipated details of
financing and the time needed to obtain financing should be included in the
proposal. County government is prohibited by the Florida Constitution Article
VII, section 10 from pledging credit to private entities. A proposal which
anticipates the participation in financing or other pledge of credit by the County
will be rejected;
5.
A plan for renovations to the property;
6.
Provide a detailed statement of the anticipated use of the property;
7.
Provide a graphic representation of the anticipated use of the property, including
anticipated parking areas, ingress and egress, building modifications property,
compliance with ADA requirements and the impact of the use on the surrounding
neighborhood and any other information which will assist the County in
understanding the Proposer's anticipated use of the property; and
8.
The Proposal which provides the most specific the details, including adherence to
appropriate permitting and compliance with County, State and Federal laws, will
assist the County in its election process.
9.
The deed is subject to restrictions concerning the use of the property or restrictive
covenant as required by the County in the Purchase and sale agreement, and shall
include a right of reverter should the purchaser not comply with the restrictive
covenants.
10.
All proposals shall comply with County, Federal and State law including zoning,
permitting and land use regulations.
B. INSURANCE.
1.
All proposals shall demonstrate necessary minimal insurance coverage as
indicated in the insurance form section. The exact final amounts of require
insurance will be determined after the proposal is approved by the BOCC and
shall become part of the terms of the final agreement. Proposers shall be
aware that insurance requirements are subject to change based on the proposal.
2.
Certificates of insurance must be provided to Monroe County
within fourteen (14) days after notice of award of contract, with Monroe County
BOCC listed as additional insured. If the proper insurance forms are not received
within the fourteen (14) day period, the contract may be rejected and awarded to
the next selected Proposer.
3.
Policies shall be written by companies licensed to do business in the State of
Florida and having an agent for service of process in the State of Florida.
Companies shall have an A.M. Best rating of VI or better and a financial rating
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2. Certificates of insurance must be provided to Monroe County within fourteen
(14) days after notice of award of contract, with Monroe County BOCC listed as
additional insured. If the proper insurance forms are not received within the
fourteen (14) day period, the contract may be rejected and awarded to the next
selected Proposer.
3. Policies shall be written by companies licensed to do business in the State of
Florida and having an agent for service of process in the State of Florida.
Companies shall have an A.M. Best rating of VI or better and a financial rating
of A- from A.M. Best. The required insurance shall be maintained at all times
while Proposer is providing service to County.
4. Monroe County shall be named as an Additional Insured on the General
Liability and Vehicle Liability policies.
C. INDEMNIFICATION. The Proposer to whom a contract is awarded shall defend,
indemnify and hold harmless the County. The Proposer covenants and agrees to
indemnify, hold harmless and defend Monroe County, its commissioners, officers,
employees, agents and servants from any and all claims for bodily injury, including
death, personal injury, and property damage, including damage to property owned by
Monroe County, and any other losses, damages, and expenses of any kind, including
attorney's fees, court costs and expenses, which arise out of, in connection with, or by
reason of services provided by the Proposer or any of its officers, employees, servants
or agents, heirs or assigns, invitees, occasioned by the negligence, errors, or other
wrongful act or omission of the Proposer, its officers, employees, servants or agents,
invitees, heirs or assigns. In the event that the agreement is delayed or suspended as a
result of the Proposer's failure to purchase or maintain the required insurance, the
Proposer shall indemnify the County from any and all increased expenses resulting
from such delay.
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SECTION THREE
CONTENT OF PROPOSAL
3.01. CONTENT OF SUBMISSION
A. The proposal submitted in response to this RFP shall be printed on 8-1/2" x 11" white paper;
shall be clear and concise and provide the information requested herein.
B. The proposal shall be stapled and not be bound.
C. The Proposal shall contain a cover page, and eight (8) tabbed sections as set forth below in
section 3.02.
D. Statements submitted without the required information will not be considered.
E. The Proposer should not withhold any information from the written response in anticipation of
presenting the information orally or in a demonstration, oral presentations will be confined to the
information in the body of the response.
F. Each Proposer must submit adequate documentation to certify the Proposer's compliance with
the Countys requirements. Proposer should focus specifically on the information requested.
3.02 The following information, at a minimum, shall be included in the Submittal:
A. Cover Pase
A cover page that states "Response to Request for Sale/Purchase/Lease of
the "Hickory House" Property." The cover page should contain Proposer's name, address,
telephone number, and the name of the Proposer's contact person.
B. Tabbed Sections
Tab 1. Executive Summary
The Proposer shall provide a narrative of the firm's, entity's or individual's history, qualities and
capabilities and particularly include projects that are similar in nature to the Request for
Proposal for Sale/Purchase/Lease of the "Hickory House" Property.
Tab 2. Relevant Experience
The Proposer shall provide a project history of the firm or organization demonstrating experience
with projects that are similar in scope and size to the proposed Project and a detailed description
of the corporate or firm structure. Each proposal must contain specific verifiable evidence of the
Proposer's qualifications to do business of the type delineated in the proposal.
Tab 3. References and Past Performance on Similar Projects
Each Proposer shall provide a list of past projects in the last five (5) years, with dates of project
completion and at least three (3) written references of a Florida local government or other entities
for which the Proposer has provided the same or similar services during the past five (5) years.
Each reference and the list of past projects shall include, at a minimum:
-Name and full address of referenced project and organization
-Name and telephone number of contact person for past project
-Date of initiation and completion for referenced project
-Brief summary of the project and services comparing the referenced services to these
proposed services
-List of ongoing and pending projects and anticipated date of completion
-List of projects which Proposer has not completed for any reason, including the name of
the project and a contact person along with contact information, and a paragraph giving
the reason for not completing the project.
Tab 4. Services
IV
Proposer shall provide a listing of all the services, with specific descriptions of the service to be
offered under the agreement that will provide the selection committee and the BOCC with insight
about the qualifications, fitness, and abilities of the Proposer.
Tab 5. Details of the Proposed Purchase Alternative and the Lease Alternative
A. The Purchase Alternative: Proposer who intends to purchase the
property shall describe:
1. The proposed purchase price;
2. The amount of down payment, to be paid at the execution of the
Contract;
3. The winning proposer shall agree to accept a quitclaim deed
pursuant to Florida Statute Section 125.411;
4. The Proposer shall agree to pay for a survey, dock stamps, and
insurance;
3. The Proposer shall provide the proposed closing date, which shall
be no longer than 90 days after approval of the proposal by the Board of County
Commissioners;
4. If the Proposer will be seeking financing, the proposal shall include anticipated
details of financing and the time needed to obtain financing should be included in
the proposal, Proposer should be aware that the County cannot participate in
financing;
5. The proposers acknowledge by submission of a proposal that County government
is prohibited by the Florida Constitution Article VII, section 10 from pledging
credit to private entities. A proposal which anticipates the County participation in
financing or other pledge of credit will be rejected;
6. The Proposer shall provide the most current financial statement of the
Corporation, individual(s) and any other entity or individual(s), who will be
involved in the financing, and/or the operation of the business proposal, there
shall be no silent partners and all interested parties must be divulged;
7. The proposer shall provide a list of the names, addresses and telephone numbers
of all owners, officers, directors, partners and members of the Board of Directors,
or all persons with an ownership interest in the business entity;
8. The proposer shall provide a plan for renovation and demolition to
the buildings or fixtures;
9. The proposer shall provide a detailed statement of the anticipated
use of the property, including the impact on the surrounding
neighborhood;
10. The proposer shall provide a graphic representation of the anticipated use of the
section, including anticipated parking areas, ingress and egress, building
modifications property, compliance with ADA requirements and any other
information which will assist the County in understanding the Proposer's
anticipated use of the property;
11. The Proposer shall provide suggested clauses for the purchase and sale
agreement that are of importance to the Proposer, with the understanding that
acceptance of the Proposal by the County will not guarantee the inclusion of
these details in the contract.
12. The County is open to creative proposals for the property; however the proposal
which provides the most specific the details, including the realities of permitting,
will assist the County in its selection process, and therefore details are important.
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B. The Lease Alternative: Proposers who wish to enter into a lease of property shall set
forth, in addition to the requirements of Section Five, the following information:
1. The total amount of the lease over the full term;
2. Shall state a rental amount on a monthly basis to be paid on the first of each
month;
3. Shall agree to provide a first month, second month and security deposit in an
amount equal to two months' rent, at the time of the execution of the lease by the
BOCC;
4. The proposer shall provide a plan for renovation and demolition to
the buildings or fixtures, including the time estimated for
demolition and renovation;
5. Provide a detailed statement of the anticipated use of the property;
6. Provide a graphic representation of the anticipated use of the
property, including anticipated parking areas, ingress and egress, building
modifications property, and any other information which will assist the County in
understanding the Proposer's anticipated use of the property;
7. A detailed description the impact of the proposed use of the property on the
surrounding neighborhood and the benefits to the surrounding neighborhood that
the proposer intends to accomplish on the premises;
8. The County is open to creative proposals for the property; however the proposal
which provides the most specific the details, including the realities of permitting,
use of the property, and impact on the neighborhood will assist the County in its
selection process, and therefore details are important and encouraged;
9. The anticipated term of the lease shall be included; however, the County will
consider the term of the lease in the light of the other provisions of the Proposal
and determine what is in the best interestof the County;
10. Insurance requirements as set forth in Section 2.02B, Section 2.03B and Section
Five shall be required;
11. The Proposer shall describe the composition and structure of the firm (sole
proprietorship, corporation, partnership, joint venture) and include names of
persons with an interest in the firm. Include in this section a copy of
documentation demonstrating that the entity is a legally, viable entity; and
12. The Proposer shall include a list of the proposed contractors that will perform the
work required if awarded this contract. An organizational chart and management
plan for the project proposed for the leased premises should be included in this
section. The Proposer shall also include a resume for each member of the project
team identifying his/her role on the team and any qualifications relevant to the
assigned position. Include in this section the location of the main office and the
location of the office proposed to work on this project.
13. If the Proposer will be seeking financing, the proposal shall include anticipated
details of financing and the time needed to obtain financing should be included in
the proposal, Proposer should be aware that the County cannot participate in
financing;
14. The proposer shall acknowledge that County government is prohibited by the
Florida Constitution Article VII, section 10 from pledging credit to private
entities. A proposal which anticipates the County participation in financing or
other pledge of credit will be rejected;
15. If the Proposer wishes to include in the lease an option to purchase, the terms of
the option shall be set out with specificity so that the BOCC can evaluate the
proposal. The details of any accepted option to purchase shall be finalized after
W
the awards of the contract, but will at a minimum, comply with the purchase
alternative set forth herein.
Tab 6. Pending Litigation
The Proposer shall describe any past or pending litigation in which the Proposer has been
involved in the past five (5) years, indicate whether a plaintiff or defendant. In all cases Proposer
shall give the case number, location of the case, name, current address, telephone number of the
other party, the venue of the litigation and the full case number, with any other information which
would enable the County to verify the information. The Proposer shall describe the claims in the
litigation and provide a summary of the outcome, including settlement or judgment information.
Proposer shall be aware that incomplete information or misrepresentations shall be cause for
rejection.
Tab 7. County forms
A. Proposer shall complete and execute the forms specked below and found at the
designated pages in this RFP, signatures shall be current on all forms, dated within thirty (30)
days of the date of submission as described in Section 1.09B herein, and Proposer shall include
them in the section tabbed 8:
Form Page
Proposal Form for Purchase
Proposal Form for Lease
Non -Collusion Affidavit
Lobbying and Conflict of Interest Clause
Drug Free Workplace Form
Public Entity Crime Statement
Proposer's Insurance and
Indemnification Statement
Insurance Agent's Statement
Request for Waiver
Insurance Requirement for Submitting
Proposal
Sample Local Preference
Sample Bid Bond
B. Proposer shall produce evidence of proper licensing to perform the services
described herein. Copies of all professional and occupational licenses shall be included in this
section.
Tab 8. Other Information
Provide any additional information, which will present evaluators with insight about the
qualifications, fitness and abilities of Proposer.
3.03 SELECTION CRITERIA. The selection committee shall use the following point system to assist
in its evaluation for the purpose of making a recommendation to the BOCC. The point system is not the
final determination for selection of a proposal; the final decision will be determined by the Board of
County Commissioners.
A. Each TAB section listed above in section 3.02 will be given points used to score and
evaluate firms and individuals. The point structure is as follows:
SECTION MAXIMUM POINTS
TAB 1 4
TAB 2 8
19
TAB 3
12
TAB 4
20
TAB 5
40
TAB 6
10
TAB 7
5
TAB 8
1
TOTAL
100
B. Please note that a proposal may be rejected as non -conforming, in which case the amount
of points will become irrelevant to the final selection. In addition to the points as set out above, the
evaluation of proposals shall include, but not be limited to, the criteria set forth in Section 1.14 and
other sections of this RFP in addition to the following:
1. Purchase Price to County or rental income to County.
2. Completeness of the proposal and attachments.
3. Past record of performance and experience with the County or other jurisdictions.
4. Competence and experience of Proposer.
5. Financial integrity of the Proposer.
6. Financial viability of the proposal.
7. Benefit of the proposal to the neighborhood and County in general;
8. Best interest of the County.
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SECTION FOUR
SAMPLE CONTRACTS
3.01 SAMPLE CONTRACTS: Sample contracts for Purchase and Sale and Lease are provided
here are for informational purposes only. Any final contract or lease will be finalized upon selection
of a specific proposal; therefore any final contract may be different from the sample. The final
contract of lease is subject to the approval of the Board of County Commissioners.
A. SAMPLE CONTRACT FOR PURCHASE AND SALE
Project: Hickory House
Property Tax I.D. #_
THIS AGREEMENT is made this day of , 2011, between
BOARD OF COUNTY COMMISSIONERS FOR MONROE COUNTY,. FLORIDA, a political
subdivision of the State of Florida, as " Seller", Roman Gastesi, County Administrator, 1100 Simonton
Street, Room 2-205, Key West, Florida 33040, and as " Purchaser "
whose address is
1. In consideration of the mutual promises contained herein, Seller hereby agrees to sell to
Purchaser the real property located in Monroe County, Florida, described below, together with all
improvements, easements, rights and appurtenances ("Property"), in accordance with the provisions of
this Agreement.
2. DESCRIPTION OF PROPERTY. The property which the Seller agrees to sell and the Purchaser
agrees to buy pursuant to the terms of this Agreement is that property situated on Stock Island, Monroe
County, Florida, and more particularly described as:
5948 Peninsular Avenue, Stock Island, Key West, Fl. 33040 aka 5948 Maloney Avenue,
Stock Island, Key West, Fl. 33040
The Legal Description is:
Lots 30,31 and the West 1/2 of Lot 32, in Square 46, according to Maloney's Subdivision of a
part of Stock Island, Monroe County, Florida, as recorded in Plat Book 1, Page 55, of the
Public Records of Monroe County, Florida.
3. DOWN PAYMENT. A down payment in the amount of ($) shall
be paid to the Board of County Commissioners by the Purchases within 24 hours of the formal approval
of the award of contract by the Board. The down payment shall be held by the clerk of court until the
closing on the contract for Purchase and sale at which time it shall be paid to the Board of County
Commissioners as a part of the purchase price.
4. TOTAL PURCHASE PRICE. The total purchase price ("Total Purchase Price") for the Property
is Dollars ($ ) which will be paid by Purchaser at closing. Seller hereby authorizes
Purchaser to issue a certified check directly to an escrow agent who is authorized by law to receive such
payment, and who is acceptable to Purchaser, and to require the escrow agent to pay Seller's expenses of
sale and real estate taxes.
Conveyance of the Property by Quit Claim Deed from Seller to Purchaser will take place at the
closing, in exchange for the payments to be made to Seller at closing as set forth above.
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4.A. ENVIRONMENTAL SITE ASSESSMENT. Seller purchased the property in November, 2006, and
obtained at that time an update to an existing Phase 2 Environmental Assessment Report with proof of
remediation. Since the purchase, the property has been closed pending proposed development. Seller
makes no warranty as to the present condition or the buildings, fixtures, improvements or appurtenants;
the property is offered in an "as is" condition. Purchaser may, at his own expense, obtain an
environmental assessment, which shall be for the use of the Purchaser only but shall not be used to
require the County to provide a cleanup of the property. The Purchaser shall have days to
conclude its assessment, should he choose to have one done prior to closing.
4.B. HAZARDOUS MATERIALS. In the event that the Purchaser obtains an environmental site
assessment which confirms the presence of Hazardous Materials on the Property, Purchaser, at its sole
option, may elect to terminate this Agreement and neither party shall have any further obligations under
this Agreement. Should Purchaser elect not to terminate this Agreement, Purchaser shall, at its sole cost
and expense after the closing, promptly commence and diligently pursue any assessment, clean up and
monitoring of the Property necessary to bring the Property into full compliance with any and all
applicable federal, state or local laws, statutes, ordinances, rules, regulations or other governmental
restrictions regulating, relating to, or imposing liability or standards of conduct concerning Hazardous
Materials ("Environmental Law").
5. SURVEY. Seller has provided to Purchaser a boundary survey of the Property prepared by a
professional land surveyor licensed by the State of Florida for the November, 2006 closing on the
purchase of the Property. Seller shall not be required to provide any further survey; Purchaser may obtain
at his sole cost a more recent survey if he wishes to do so.
6. TITLE INSURANCE. Seller shall, at least _ days prior to the Closing Date, furnish to
Purchaser a copy of the following documents provided by the previous owner prior to the November 2006
closing: marketable title insurance commitment and an owner's marketable title insurance policy (ALTA
Form "B") from a title insurance company, insuring marketable title to the Property in the amount of the
Purchase Price. Purchaser, at its own expense, may obtain at his expense an updated title insurance policy.
7. DEFECTS IN TITLE. If the title insurance commitment or survey furnished to Purchaser
pursuant to this Agreement discloses any defects in title which are not acceptable to Purchaser, Seller
shall, within 90 days after notice from Purchaser, remove said defects in title. Seller agrees to use diligent
effort to correct the defects in title within the time provided therefore, including the bringing of necessary
suits. If Seller is unsuccessful in removing the title defects within said time, Purchaser shall have the
option to: (a) accept the title as it then is with no reduction in the Total Purchase Price, (b) extend the
amount of time that Seller has to cure the defects in title if agreed to by Seller, or (c) terminate this
Agreement, thereupon releasing Purchaser and Seller from all further obligations under this Agreement.
8. INTEREST CONVEYED. At closing, Seller shall execute and deliver to Purchaser a quit claim
deed, conveying the interest of the county in the property, to the Purchaser. Pursuant to Florida Statute
125.411 the county shall not be deemed to warrant the title or to represent any state of facts concerning
the Property.
9. PREPARATION OF CLOSING DOCUMENTS. To be determined.
10. PURCHASER REVIEW FOR CLOSING. TO be determined
11. EXPENSES. To be determined
12. TAXES AND ASSESSMENTS. All real estate taxes and assessments which could have become
a lien against the Property shall be satisfied of record by Seller by the date of closing. In the event the
Purchaser acquires title to the Property between January 1 and November 1, Seller, being exempt from
22
taxation, shall have no obligation in accordance with Section 196.295, Florida Statutes, to place in
escrow with the county tax collector an amount equal to the current taxes prorated to the date of transfer
based upon the current assessment and millage rates on the Property.
13. CLOSING PLACE AND DATE. The closing shall be on or before ;
provided, however, that if a defect exists in the title to the Property, title
commitment, Survey, environmental site assessment, or any other documents required to be provided or
completed and executed by Seller, the closing shall occur either on the original closing date or within 60
days after receipt of documentation curing the defects, whichever is later.
14. RISK OF LOSS AND CONDITION OF REAL PROPERTY Seller assumes all risk of loss or
damage to the Property prior to the date of closing and warrants that the Property shall be transferred and
conveyed to the Purchaser in the same or essentially the same condition as of the date of Seller's
execution of this Agreement, ordinary wear and tear excepted. However, in the event the condition of the
Property is altered by an act of God or other natural force beyond the control of Seller, Purchaser may
elect, at its sole option, to terminate this Agreement and neither party shall have any further obligations
under this Agreement. Seller represents and warrants that there are no parties other than Seller in
occupancy or possession of any part of the Property.
15. RIGHT TO ENTER PROPERTY AND POSSESSION. Seller agrees that from the date this
Agreement is executed by Seller, Purchaser and its agents, upon reasonable notice, shall have the right to
enter the Property for all lawful purposes in connection with the this Agreement. Seller shall deliver
possession of the Property to the Purchaser at closing.
16. ACCESS. Seller warrants that there is legal ingress and egress for the Property over public roads
or valid, recorded easements that benefit the Property.
17. DEFAULT. If Seller defaults under this Agreement, Purchaser may waive the default and
proceed to closing, seek specific performance, or refuse to close and elect to receive the return of any
money paid. In connection with any dispute arising out of this Agreement, including without limitation
litigation and appeals, the prevailing party will be entitled to recover reasonable attorney's fees and costs.
18. RECORDING. This Agreement, or notice of it, may be recorded by Purchaser in the Official
records of Monroe County.
19. ASSIGNMENT. This Agreement may not be assigned by either Party without the prior written
consent of the other Party.
20. TIME. Time is of essence with regard to all dates or times set forth in this Agreement.
21. SEVERABILITY. In the event any of the provisions of this Agreement are deemed to be
unenforceable, the enforceability of the remaining provisions of this Agreement shall not be affected.
22. SUCCESSORS IN INTEREST. Upon Seller's execution of this Agreement, Seller's heirs, legal
representatives, successors and assigns will be bound by it. Upon Purchaser's approval of this Agreement,
Purchaser and Purchaser's successors and assigns will be bound by it. Whenever used, the singular shall
include the plural and one gender shall include all genders.
23. ENTIRE AGREEMENT. This Agreement contains the entire agreement between the parties
pertaining to the subject matter contained in it and supersedes all prior and contemporaneous agreements,
representations and understandings of the parties. No supplement, modification or amendment to this
23
Agreement shall be binding unless executed in writing by the parties.
24. WAIVER. Failure of Purchaser or Seller to insist upon strict performance of any covenant or
condition of this Agreement, or to exercise any right herein contained, shall not be construed as a waiver
or relinquishment for the future of any such covenant, condition or right; but the same shall remain in full
force and effect.
25. AGREEMENT EFFECTIVE. This Agreement or any modification, amendment or alteration
thereto, shall not be effective or binding upon any of the parties hereto until it has been executed by all of
the parties hereto.
26. ADDENDUM. Any addendum attached hereto that is signed by the parties shall be deemed a
part of this Agreement.
27. NOTICE. Whenever either party desires or is required to give notice unto the other, it must
be given by written notice, and either delivered personally or mailed to the appropriate address indicated
on the first page of this Agreement, or such other address as is designated in writing by a party to this
Agreement.
28. SURVIVAL. The covenants, warranties, representations, indemnities and undertakings of Seller set
forth in this Agreement shall survive the closing, the delivery and recording of the deed described in
paragraph 8 of this Agreement and Local Government's possession of the Property.
29. COMPLIANCE WITH ADA. Purchaser will not be compensated under the contract or lease for
changes necessitated by noncompliance with all federal, state, and local laws, ordinances, rules, and
regulations that in any manner affect the work.
30. DUTY OF PURCHASER. Purchaser shall have days from execution of this Contract to
obtain the appraisals and to determine the Maximum Approved Purchase Price as discussed in Paragraph
3. Purchaser acknowledges that Seller purchased the property in November, 2006, and obtained at that
time an update to an existing Phase 2 Environmental Assessment Report with proof of remediation. Since
the purchase, the property has been closed pending proposed development. Seller makes no warranty as to
the present condition or the buildings, fixtures, improvements or appurtenants; the property is offered in
an "as is" condition. Purchaser may, at his own expense, obtain an environmental assessment, which shall
be for the use of the Purchaser only but shall not be used to require the County to provide a cleanup of the
property. The Purchaser shall have (_) days to conclude its assessment, should he choose to have
one done prior to closing. In the event that the Purchaser obtains an environmental site assessment which
confirms the presence of Hazardous Materials on the Property, Purchaser, at its sole option, may elect to
terminate this Agreement and neither party shall have any further obligations under this Agreement.
Should Purchaser elect not to terminate this Agreement, Purchaser shall, at its sole cost and expense after
the closing, promptly commence and diligently pursue any assessment, clean up and monitoring of the
Property necessary to bring the Property into full compliance with any and all applicable federal, state or
local laws, statutes, ordinances, rules, regulations or other governmental restrictions regulating, relating
to, or imposing liability or standards of conduct concerning Hazardous Materials ("Environmental Law").
THE COUNTY'S PERFORMANCE AND OBLIGATION TO PAY UNDER THIS CONTRACT IS
CONTINGENT UPON AN ANNUAL APPROPRIATION BY THE LEGISLATURE.
24
THIS IS TO BE A LEGALLY BINDING CONTRACT. IF NOT FULLY UNDERSTOOD, SEEK THE
ADVICE OF AN ATTORNEY PRIOR TO SIGNING.
IN WITNESS WHEREOF, the parties hereto have set their hands and seals the day and year first above
written.
(SEAL) BOARD OF COUNTY COMMISSIONERS
ATTEST: DANNY L. KOLHAGE, CLERK OF MONROE COUNTY, FLORIDA
By
Deputy Clerk
WITNESS FOR PURCHASER
1)
Witness signature
Print Name
Date
2)
Witness signature
Print Name
Date:
ADD NOTARY HERE
Mayor/Chairperson
PURCHASER
BY
Person Authorized to sign for Purchaser
Print Name
Date:
W
ADDENDUM
(IMPROVEMENTS/PURCHASER)
A. Radon Gas. Radon is a naturally occurring radioactive gas that, when it has accumulated in a building
in sufficient quantities, may present health risks to persons who are exposed to it over time. Levels of
radon that exceed federal and state guidelines have been found in buildings in Florida. Additional
information regarding radon and radon testing may be obtained from your county public health unit. This
notice is being provided in accordance with Section 404.056(8), Florida Statutes. Purchaser may, at its
sole cost and expense, have the buildings that will remain on the Property inspected and tested for radon gas
or radon progeny by a qualified professional properly certified by the Florida Department of Health and
Rehabilitative Services. If radon gas or radon progeny is discovered, Purchaser shall have the option to
either. (a) accept the Property as it then is with no seduction in the Purchase Price or (b) terminate this
Agreement, thereupon releasing Purchaser and Seller from all further obligations under this Agreement.
B. Wood Destroving Organisms Inspection Report. Purchaser may, at its sole cost and expense obtain a
0o Destroying rganssms Inspection eport made by a state licensed pest control firm. Purchaser
shall pay for the inspection. Purchase acknowledges that -tie is purchasing the property and all fixtures of
whatever nature in "as is" condition.
C. Maintenance of Im rovements. Seller offers the property and the roofs, doors, floors stepswindows,
exterior walls, toundations, all other structural components, major appliances and lieatsni, cooling,
electrical and plumbing systems on all improvements that will remain on the Property in "as is' condition.
(SEAL) BOARD OF COUNTY COMMISSIONERS
ATTEST: DANNY L. KOLHAGE, CLERK OF MONROE COUNTY, FLORIDA
By
Deputy Clerk
WITNESS FOR PURCHASER
1)
Witness signature
Print Name
Date
2)
Witness signature
Print Name
Date:
By
Mayor/Chairperson
PURCHASER
BY
Person Authorized to sign for Purchaser
Print Name
Date:
STATE OF Florida )
COUNTY OF Monroe)
The foregoing instrument was acknowledged before me this day of , 2009,
by He/she is personally known to me or produced
identification.
Commission No.
My Commission Expires:
26
Notary Public
as
3.02 SAMPLE LONG TERM LEASE: Sample contracts for Purchase and Sale and Lease are
provided here are for informational purposes only and any final contract or lease will be finalized
upon selection of a specific proposal; therefore any final lease would have to be finalized with the
winning Proposer and may be different from the sample. The final lease is subject to the approval
of the Board of County Commissioners.
SAMPLE LEASE AGREEMENT
THIS LEASE AGREEMENT is made by and between Monroe County, a political subdivision of
the State of Florida, whose address is 1100 Simonton Street, Key West,
FL 33040, hereafter "County" or "Lessor", and , whose address is
hereafter, "Tenant" or "Lessee" this day of 92009.
WHEREAS, , and
WHEREAS, , and
WHEREAS,
NOW THEREFORE, IN CONSIDERATION of the mutual promises and covenants set forth
below, the parties agree as follows:
1. Premises. The County does hereby lease to Tenant and Tenant leases from the
County, the property located at 5948 Peninsular Avenue, Stock Island, Key West, Florida, and the
building, fixtures, and appurtenances thereto, in "AS IS" condition. The Legal Description is: Lots 30,
31 and the West % of Lot 32, in Square 46, according to Maloney's Subdivision of a part of Stock Island,
Monroe County, Florida, as recorded in Plat Book 1, Page 55, of the Public Records of Monroe County,
Florida.
2. Term and Effective Date. Lessor does hereby grant to the Lessee the exclusive right and
privilege of operating and maintaining a at the premises, for a term of (_)
years commencing , 20_ and terminating on , 20_ unless extended in
accordance with the terms set forth in subsection ii) below.
A. Within the first year of the lease term, Lessee agrees to make the following modifications, at
Lessee's cost:
1) Modify the property to comply with all ADA Requirements of the Federal and State
governments, governing the redevelopment and use of the property.
2) Comply with all permitting requirements.
3) Provide parking spaces for patrons using the property, including disabled
B. If Lessee has completed all requirements listed in subsection A, Lessee shall be entitled to
extend the lease two additional years for every $25,000 spent on improvements up to a maximum of _
years. All improvements listed in must be completed by , 20_ unless extended by mutual
agreement. Upon providing proof, in the form of material invoices, construction contracts, etc., to the
Director of Projects Management as to the total amount spent on capital improvements listed, the parties
will enter into an amendment extending the term of the Lease Agreement 2 years for every $25,000 in
capital improvement.
3. Rent, Maintenance Fee, Tax. The total monthly rental payment (hereinafter collectively known
as "rent"), shall include rent, applicable sales tax. The initial rent for the Premises including applicable
sales tax is $ per month, payable in advance on or before the first business day of each
month. The rent will be adjusted annually beginning with the first anniversary of the commencement of
the lease term, and at every anniversary thereafter, by a percentage equal to the increase in the CPI for all
urban consumers (CPI-U) for the calendar year immediately preceding the anniversary date.
27
4. Termination. This Agreement may be terminated at the discretion of the Lessor in the following
circumstances:
a) Lessee fails to pay the rent when due;
b) Lessee fails to obtain the insurance required under this Lease or allows the required
insurance coverage to lapse or fall below the minimum required;
Lessee fails to obtain permits or make improvements;
c) Lessee otherwise breaches the terms of this Lease.
Unless the Lessor has accepted in writing a delay in performance of duties, the failure to perform
said duties shall constitute a default under the terms of this Lease Agreement. In the case of
default/breach, the County's Director of Project Management shall first give Lessee a written notification
stating the default/breach and that Lessee has ten (10) days to correct the default/breach. If the Lessee has
not corrected the default/breach at the end of the ten (10) days, then the Lessor may terminate the Lease in
its discretion. If it shall be necessary to employ the services of an attorney in order to enforce its rights
under this Lease Agreement, the Lessor shall be entitled to reasonable attorney's fees. Waiver of a
default in any particular month shall not bind the Lessor to forego the provisions of this paragraph and
any subsequent default shall be grounds for termination.
5. Lessee Covenants. Lessee covenants and agrees as follows:
To open the business known as
To furnish the necessary equipment, furnishings and fixtures needed to operate the business. All
moveable equipment and furnishings purchased by Lessee shall remain the property of the Lessee and
may be removed from the premises by Lessee at the termination of this lease agreement, with Lessor's
consent. If Lessee fails to remove said moveable equipment or furnishings within ten (10) days after
termination of this lease, said items shall then become the property of the Lessor.
Lessee shall maintain County occupational license during the period of this lease.
Lessee agrees to keep the leased premises in a safe, clean and well -maintained order at no expense to the
Lessor. This provision is to be monitored by the Director of Project Management, or his representative.
Lessee agrees to operate its business in abusinesslike manner.
Lessee agrees to operate the business in compliance with all County, State, and Federal ordinances, laws,
riles and regulations.
6. Lessor Covenants. In connection with the above demised premises, the Lessor covenants
with the Lessee that conditioned upon Lessee's performance and observance of Lessee's covenants
herein, Lessee shall have quiet enjoyment and peaceable possession of the premises during the term of
this Lease. In the event the County elects to maintain and/or improve its properties in the vicinity of the
leasehold herein, either by necessity, or by choice, such activity will not be considered as a breach of any
covenant of this lease.
7. Assisnment. It is agreed by the parties hereto that Lessee may elect to sub -lease or assign this
Lease Agreement only upon written consent of the Monroe County Board of County Commissioners
which shall not be unreasonably withheld. The terms of this Lease Agreement shall be binding on the
heirs, executors, administrators, sub -lessees and assigns of Lessee.
8. Mechanic's Liens, Lessor's Riehts. It is hereby covenanted, stipulated and agreed by and
between the parties hereto that:
There shall, during said demised term, be no mechanic's liens placed upon the concession/restaurant or
improvements thereto. In case of any attempt to place a mechanic's lien on the leasehold premises, the
Lessee must pay off same. if default in payment thereof shall continue for thirty (30) days after written
notice, Lessor shall have the right and privilege, at its option, to pay off any mechanic's lien or any
portion thereof and the amount so paid, including expenses, shall, at Lessor's option, be designated as
28
additional rent due from Lessee at the next rent due date after such payment, with interest calculated at
the rate established by the Comptroller under Sec. 55.03, Fla. Stat., for the year in which the payment
became overdue. Nothing in this section is to be read as a waiver or authorization by the County of its
constitutional and statutory immunity and right to have its property free of such liens.
9. Sale of Alcoholic Beverages. Alcoholic beverages may be sold within the enclosed restaurant
and patio area only upon acquisition and maintenance of proper licenses from local, state and federal
agencies. No carry -out sales of alcoholic beverages is permitted. Sales and consumption of alcoholic
beverages must cease by 11:00 P.M.
10. Entertainment. Entertainment may be provided only in the enclosed restaurant and patio
area. Any entertainment must be acoustic soft background music and must cease by 11:00 P.M.
11. Licenses. Lessee shall be responsible for and provide all. licenses required by all local, state
and federal agencies including the Department of Health.
12. Premises to be Used For Lawful Purposes. It is expressly covenanted between the parties
hereto that the Lessee will not use, suffer nor permit any person to use in any manner whatsoever the
leasehold property, nor any portion thereof, for purposes calculated to injure the reputation of the
leasehold property or of the neighboring property, nor for any purpose or use in violation of the laws of
the United States, or of the State of Florida, or of the Ordinances of Monroe County. Lessee will keep and
save the Lessor forever harmless from any penalty or damage or charges imposed for any violation of any
said laws, whether occasioned by neglect of Lessee and Lessee will indemnify and save and keep
harmless the Lessor against and from any loss, cost, damage, and expense arising out of any accident or
other occurrence, causing injury to any person or property whomsoever or whatsoever, and due directly or
indirectly to the use of the leasehold premises or any part thereof by Lessee.
13. Limitation of Lessor's Liability. It is further agreed that in no case shall the Lessor herein be
liable, under any express or implied covenants in the Lease Agreement, for any damages whatsoever to
the Lessee beyond the rent reserved by the Lease Agreement accruing, for the act, or breach of covenant,
for which damages may be sought to be recovered against said Lessor, and that in the event said Lessee
shall be ousted from the possession of said property by reason of any defect in the title of said Lessor or
said Lessor's authority to make this lease agreement, said Lessee shall not be required to pay rent under
this lease agreement while he is so deprived of said property, and that said Lessor shall not incur any
liability as a result of such ouster.
14. No Waiver of Breach. It is further mutually covenanted and agreed between the parties hereto
that no waiver of a breach of any of the covenants of this lease agreement shall be construed to be a
waiver of any succeeding breach of the same covenant.
15. Observance of County Rules and Regulations. The Lessee hereby covenants and agrees that
he, his agents, employees or otherwise shall observe and obey all lawful riles and regulations which may
from time to time during the term hereby promulgated and enforced by the Lessor at the beach.
16. County's Right of Entry. The Lessor reserves the right hereunder to enter upon the premises at
any reasonable time during normal operating hours for the purpose of inspecting said premises to
determine whether Lessee has complied and is complying with the terms and conditions of this Lease
Agreement. The Lessee hereby agrees to keep the premises at all times in a clean and sanitary condition,
and not to maintain or keep upon said premises any properties or equipment not used in connection with
the operation of said business, unless authorized by the Lessor to do so.
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17. Leasehold Improvements. The Lessee agrees not to make any major alterations to the building
located on said premises, without first obtaining written consent of the Lessor to do so, which will not be
unreasonably withheld. Such alterations shall be based on plans approved by the Director of Facilities
Maintenance and shall be subject to all County code provisions governing construction. Lessee shall be
responsible for obtaining any permits required by any government agency. All site improvements shall be
pre -approved by the Monroe County Board of County Commissioners.
18. Leasehold Maintenance. During the term of this lease, Lessee is responsible for all
maintenance and repairs, including major repairs such as structural work and roof replacement and
replacement of the building if destroyed. All repairs and replacement must be of the same or better quality
as the original work and conform to all applicable building codes. Lessee shall be responsible for and
shall properly maintain the leased premises, and upon the termination of this lease, shall leave the
premises in at least as good condition as at the time of the commencement of this lease, normal use and
occupancy excepted. The Lessee will keep the premises clean at all times and must meet all requirements
for food handling as required by the Monroe County Department of Health.
19. Responsibility for Property on Leasehold. All property of any kind that may be on the
premises during the term of this Lease Agreement shall be at the sole risk of the Lessee. The Lessor shall
not be liable to the Lessee or any other person for any injury, loss or damage to property or person on the
premises.
20. Damage to Leasehold. In the event that the demised premises, or a major part thereof are
destroyed by fire, storm, wind, water, or any other casualty, the Lessor at its option and without assuming
Lessee's responsibilities under Section 19 "Leasehold Maintenance", may forthwith repair the damage to
such structure at its own cost and expense. The rental thereon shall cease until the completion of such
repairs and the Lessor will immediately refund the pro rats part of any rentals paid in advance by the
Lessee prior to such destruction. Should the premises be only partly destroyed, so that the major part
thereof is usable by the Lessee, then the rental shall abate to the extent that the injured or damaged part
bears to the whole of such premises and such injury or damage shall be restored by the Lessor as speedily
as is practicable and upon completion of such repairs, the full rental shall commence and the Lease shall
then continue the balance of the term. If Lessor exercises its option to repair the premises, Lessee agrees
to assign its right to the insurance proceeds to the Lessor. If insurance proceeds exceed the costs of repair,
the Lessor will, at its option, either remit the excess funds to the Lessee or apply the excess funds as a
credit towards Lessee's next due monthly rental payment. If repair costs exceed the insurance proceeds,
Lessee agrees to pay Lessor within 30 days for any and all costs of repair not covered by insurance
proceeds.
21. Rights Reserved. Rights not specifically granted to Lessee by this Lease Agreement are
reserved to the Lessor.
22. Rights of County. The Lessor shall have the absolute right, without limitation, to repair,
reconstruct, alter or add to any County owned property or facility in the vicinity of the premises. The
Lessor shall, in the exercise of such right, be free from any and all liability to the Lessee for business
damages occasioned during the making of such repairs, alterations and additions, except those occasioned
by the sole act of negligence of the Lessor, its employees or agents.
23. Indemnification/Hold Harmless. Notwithstanding any minimum insurance requirements
prescribed elsewhere in this agreement, Lessee shall defend, indemnify and hold Lessor and the Lessor's
elected and appointed officers and employees harmless from and against (i) any claims, actions or causes
of action, (ii) any litigation, administrative proceedings, appellate proceedings, or other proceedings
relating to any type of injury (including death), loss, damage, fine, penalty or business interruption, and
30
(iii) any costs or expenses (including, without limitation, costs of remediation in connection with a
violation of any federal, state, or local law or regulation, attorneys' fees and costs, court costs, fines and
penalties) that may be asserted against, initiated with respect to, or sustained by, any indemnified party by
reason of, or in connection with, (A) any activity of Lessee or any of its employees, agents, contractors or
other invitees on the leasehold premises during the term of this Agreement, (B) the negligence or willful
misconduct of Lessee or any of its employees, agents, contractors or other invitees, or (C) Lessee's default
in respect of any of the obligations that it undertakes under the terms of this Lease Agreement, except to
the extent the claims, actions, causes of action, litigation, proceedings, costs or expenses arise from the
intentional or sole negligent acts or omissions of the Lessor or any of its employees, agents, contractors or
invitees (other than Lessee). Insofar as the claims, actions, causes of action, litigation, proceedings, costs
or expenses relate to events or circumstances that occur during the term of this Lease Agreement, this
section will survive the expiration of the term of this lease or any earlier termination of this Lease
Agreement.
24. Insurance Requirements. Lessee shall obtain and maintain at its own expense the insurance
coverages listed in exhibit B.
25. Books. Records and Documents. Lessee shall maintain all books, records, and documents
directly pertinent to performance under this Lease Agreement in accordance with generally accepted
accounting principles consistently applied. Each party to this Lease Agreement or their authorized
representatives shall have reasonable and timely access to such records of each other party to this Lease
Agreement for public records purposes during the term of the Lease Agreement and for four years
following the termination of this Lease Agreement.
26. Governing Law, Venue, Interpretation: This Lease Agreement shall be governed by and
construed in accordance with the laws of the State of Florida applicable to contracts made and to be
performed entirely in the State. In the event that any cause of action or administrative proceeding is
instituted for the enforcement or interpretation of this Lease Agreement, the Lessor and Lessee agree that
venue will lie in the appropriate court or before the appropriate administrative body in Monroe County,
Florida.
The Lessor and Lessee agree that, in the event of conflicting interpretations of the terms or a term of this
Lease Agreement by or between any of them the issue shall be submitted to mediation prior to the
institution of any other administrative or legal proceeding.
27. Entire Agreement. This writing embodies the entire agreement and understanding between the
parties hereto, and there are no other agreements and understandings, oral or written, with reference to the
subject matter hereof that are not merged herein and superseded hereby. Any amendment to this Lease
Agreement shall be in writing, approved by the Board of County Commissioners, and signed by both
parties before it becomes effective.
28. Severability. If any term, covenant, condition or provision of this Lease Agreement (or the
application thereof to any circumstance or person) shall be declared invalid or unenforceable to any extent
by a court of competent jurisdiction, the remaining terms, covenants, conditions and provisions of this
Lease Agreement, shall not be affected thereby; and each remaining term, covenant, condition and
provision of this Lease Agreement shall be valid and shall be enforceable to the fullest extent permitted
by law unless the enforcement of the remaining terms, covenants, conditions and provisions of this Lease
Agreement would prevent the accomplishment of the original intent of this Lease Agreement. The Lessor
and Lessee agree to reform the Lease Agreement to replace any stricken provision with a valid provision
that comes as close as possible to the intent of the stricken provision.
29. Attorney's Fees and Costs. The Lessor and Lessee agree that in the event any cause of action or
31
administrative proceeding is initiated or defended by any party relative to the enforcement or
interpretation of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, and
court costs only, as an award against the non -prevailing party, and shall include attorney's fees and courts
costs only in appellate proceedings. Mediation proceedings initiated and conducted pursuant to this Lease
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. The parties agree that mediation not
arbitration shall be used in the event any dispute arises between the parties.
30. Binding Effect. The terms, covenants, conditions, and provisions of this Lease Agreement shall
bind and inure to the benefit of the Lessor and Lessee and their respective legal representatives,
successors, and assigns.
31. Authority. Each party represents and warrants to the other that the execution, delivery and
performance of this Lease Agreement have been duly authorized by all necessary County and corporate
action, as required by law.
32. Claims for Federal or State Aid. Lessor and Lessee agree that each shall be, and is, empowered
to apply for, seek, and obtain federal and state funds to further the purpose of this Lease Agreement;
provided that all applications, requests, grant proposals, and funding solicitations shall be approved by
each party prior to submission.
33. Miudication of Disputes or Disagreements. Lessor and Lessee agree that all disputes and
disagreements shall be attempted to be resolved by meet and confer sessions between representatives of
each of the parties. If no resolution can be agreed upon within 30 days after the first meet and confer
session, the issue or issues shall be brought to a non -binding mediation, and if no resolution can be
reached, the dispute will be discussed at a public meeting of the Board of County Commissioners. If the
issue or issues are still not resolved to the satisfaction of the parties, then any party shall have the right to
seek such relief or remedy as may be provided by this Lease Agreement or by Florida law.
34. Cooperation. In the event any administrative or legal proceeding is instituted against either party
relating to the formation, execution, performance, or breach of this Lease Agreement, Lessor and Lessee
agree to participate, to the extent required by the other party, in all proceedings, hearings, processes,
meetings, and other activities related to the substance of this Lease Agreement or provision of the services
under this Lease Agreement. Lessor and Lessee specifically agree that no party to this Lease Agreement
shall be required to enter into any arbitration proceedings related to this Lease Agreement.
35. Nondiscrimination. Lessor and Lessee 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
discrimination has occurred, this Lease Agreement automatically terminates without any further action on
the part of any party, effective the date of the court order. Lessor and Lessee agree to comply with all
Federal and Florida statutes, and all local ordinances, as applicable, relating to nondiscrimination. These
include but are not limited to: 1) Title VI of the Civil Rights Act of 1964 (PL 88-352) which prohibits
discrimination on the basis of race, color or national origin; 2) Title IX of the Education Amendment of
1972, as amended (20 USC ss. 1681-1683, and 1685-1686), which prohibits discrimination on the basis of
sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits
discrimination on the basis of handicaps; 4) The Age Discrimination Act of 1975, as amended (42 USC
ss. 6101- 6107) which prohibits discrimination on the basis of age; 5) The Drug Abuse Office and
Treatment Act of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug abuse;
6) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of
1970 (PL 91-616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism;
7) The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ee-3), as
32
amended, relating to confidentiality of alcohol and drug abuse patent records; 8) Title VIII of the Civil
Rights Act of 1968 (42 USC s. et seq.), as amended, relating to nondiscrimination in the sale, rental or
financing of housing; 9) The Americans with Disabilities Act of 1990 (42 USC s. 1201 Note), as may be
amended from time to time, relating to nondiscrimination on the basis of disability; 10) Sections 13-101,
et seq., Monroe County Code, relating to discrimination based on race, color, sex, religion, disability,
national origin, ancestry, sexual orientation, gender identity or expression, familial status or age; 11) Any
other nondiscrimination provisions in any Federal or state statutes which may apply to the parties to, or
the subject matter of, this Lease Agreement.
36. Covenant of No Interest. Lessor and Lessee covenant that neither presently has any interest,
and shall not acquire any interest, which would conflict in any manner or degree with its performance
under this Lease Agreement, and that the only interest of each is to perform and receive benefits as recited
in this Lease Agreement.
37. Code of Ethics. Lessor agrees that officers and employees of the Lessor recognize and will be
required to comply with the standards of conduct for public officers and employees as delineated in
Section 112.313, Florida Statutes, regarding, but not limited to, solicitation or acceptance of gifts; doing
business with one's agency; unauthorized compensation; misuse of public position, conflicting
employment or contractual relationship; and disclosure or use of certain information.
38. No Solicitation/Payment. The Lessor and Lessee warrant that, in respect to itself, it has neither
employed nor retained any company or person, other than a bonafide employee working solely for it, to
solicit or secure this Lease Agreement and that it has not paid or agreed to pay any person, company,
corporation, individual, or firm, other than a bona fide employee working solely for it, any fee,
commission, percentage, gift, or other consideration contingent upon or resulting from the award or
making of this Lease Agreement. For the breach or violation of the provision, the Lessee agrees that the
Lessor shall have the right to terminate this Lease Agreement without liability and, at its discretion, to
offset from monies owed, or otherwise recover, the full amount of such fee, commission, percentage, gift,
or consideration.
39. Public Access. The Lessor and Lessee shall allow and permit reasonable access to, and
inspection of, all documents, papers, letters or other materials in its possession or under its control subject
to the provisions of Chapter 119, Florida Statutes, and made or received by the Lessor and Lessee in
conjunction with this Lease Agreement; and the Lessor shall have the right to unilaterally cancel this
Lease Agreement upon violation of this provision by Lessee.
40. Non -Waiver of Immunity. Notwithstanding the provisions of Sec. 286.28, Florida Statutes, the
participation of the Lessor and Lessee in this Lease Agreement and the acquisition of any commercial
liability insurance coverage, self-insurance coverage, or local government liability insurance pool
coverage shall not be deemed a waiver of immunity to the extent of liability coverage, nor shall any
contract entered into by the Lessor be required to contain any provision for waiver.
41. Privileges and Immunities. All of the privileges and immunities from liability, exemptions from
laws, ordinances, and rules and pensions and relief, disability, workers' compensation, and other benefits
which apply to the activity of officers, agents, or employees of any public agents or employees of the
Lessor, when performing their respective functions under this Lease Agreement within the territorial
limits of the County shall apply to the same degree and extent to the performance of such functions and
duties of such officers, agents, volunteers, or employees outside the territorial limits of the County.
42. Legal Obligations and Responsibilities: Non -Delegation of Constitutional or Statutory Duties.
This Lease Agreement is not intended to, nor shall it be construed as, relieving any participating entity
33
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 Lease Agreement is not intended to, nor shall
it be construed as, authorizing the delegation of the constitutional or statutory duties of the Lessor, except
to the extent permitted by the Florida constitution, state statute, and case law.
43. Non -Reliance by Non -Parties. No person or entity shall be entitled to rely upon the terms, or
any of them, of this Lease Agreement to enforce or attempt to enforce any third -party claim or entitlement
to or benefit of any service or program contemplated hereunder, and the Lessor and Lessee agree that
neither the Lessor nor the Lessee or any agent, officer, or employee of either shall have the authority to
inform, counsel, or otherwise indicate that any particular individual or group of individuals, entity or
entities, have entitlements or benefits under this Lease Agreement separate and apart, inferior to, or
superior to the community in general or for the purposes contemplated in this Lease Agreement.
44. Attestations. Lessee agrees to execute such documents as the Lessor may reasonably require, to
include a Public Entity Crime Statement, an Ethics Statement, and a Drug -Free Workplace Statement.
45. 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 Lease Agreement or be subject to any personal liability or accountability by reason of
the execution of this Lease Agreement.
46. Execution in Counterparts. This Lease Agreement may be executed in any number of
counterparts, each of which shall be regarded as an original, all of which taken together shall constitute
one and the same instrument and any of the parties hereto may execute this Lease Agreement by signing
any such counterpart.
47. Section Headings. Section headings have been inserted in this Lease Agreement as a matter of
convenience of reference only, and it is agreed that such section headings are not a part of this Lease
Agreement and will not. be used in the interpretation of any provision of this Lease Agreement.
48. Mutual Review. This Lease agreement has been carefully reviewed by Lessee and Lessor,
therefore this Lease agreement is not to be construed against either party on the basis of authorship.
49. Option to Purchase. Terms to be added here
THE COUNTY'S PERFORMANCE AND OBLIGATION TO PAY UNDER THIS CONTRACT IS
CONTINGENT UPON AN ANNUAL APPROPRIATION BY THE LEGISLATURE.
THIS IS TO BE A LEGALLY BINDING CONTRACT. IF NOT FULLY UNDERSTOOD, SEEK THE
ADVICE OF AN ATTORNEY PRIOR TO SIGNING.
IN WITNESS WHEREOF, the parties hereto have set their hands and seals the day and year first
above written.
(SEAL) BOARD OF COUNTY COMMISSIONERS
ATTEST: DANNY L. KOLHAGE, CLERK OF MONROE COUNTY, FLORIDA
am
Deputy Clerk
QI
34
Mayor/Chairperson
WITNESS FOR LESSEE
Witness signature
Print Name
Date
2)
Witness signature
Print Name
Date:
LESSEE
BY
Person Authorized to sign for LESSOR
Print Name
Date:
STATE OF Florida)
COUNTY OF Monroe)
The foregoing instrument was acknowledged before me this day of , 2009,
by . He/she is personally known to me or produced
identification.
Commission No.
My Commission Expires:
RR
Notary Public
as
SECTION FIVE — FORMS
All forms in this section shall be completed and attached to the Proposal under Tabbed Section 7.
36
PROPOSAL FORM
TO BE USED FOR PROPOSAL TO PURCHASE
BID TO: MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
C/o PURCHASING DEPARTMENT
1100 SIMONTON STREET
ROOM 1-213
KEY WEST, FLORIDA 33040
PROPOSAL FROM:
The undersigned, having carefully examined the Request from Proposal, and Addenda thereto,
the legal description and premises and other Request for Proposal Documents for the:
Request for Proposal — FOR PURCHASE OF HICKORY HOUSE PROPERTY
and having carefully examined the site of the property, having become familiar with all local
conditions including labor affecting the cost thereof, and having familiarized himself with
material availability Federal, State, and Local laws, ordinances, rules and regulations affecting
the property, does hereby propose to purchase the Property or lease the property.
The undersigned further certifies that he has personally inspected the actual location of the
property and buildings, dock, fences,; fixtures and appurtenances thereto, together with the local
sources of supply and that he understands the conditions under which purchase is to be
performed. The successful bidder shall assume the risk of any and all costs and delays arising
from the existence of any subsurface or other latent physical condition which could be
reasonably- anticipated by reference to documentary information provided and made available,
and from inspection and examination of the site.
The undersigned further certifies that he understands that the property is to be purchased in "AS
IS" condition and the County does NOT warrant the condition of the property or any buildings,
dock, fences, fixtures and appurtenances thereto.
The Proposal shall be furnished below in words and numbers. If there is an
inconsistency between the two the Proposal in words shall control.
FOR PURCHASE:
Dollars.
(Total Base Proposal- words)
(Total Base Proposal — numbers)
$ Dollars
iyA
(Down Payment —words to be paid upon approval of the award by the Board of County
Commissioners
(Down Payment in numbers)
I acknowledge receipt of Addenda No.(s)
No.
Dated
No.
Dated
No.
Dated
No.
Dated
No.
Dated
I have included the Proposal Form , the Non -Collusion Affidavit , the Lobbying and
Conflict of Interest Clause ,the Drug -Free Workplace Form_, a Public Entity Crime
Statement In addition, I have included a certified copy of Monroe County Occupational
License Copy of other pertinent licenses ,Insurance Requirements— Hold
Harmless Statement and an Insurance Agent's Statement.
(Check mark items above, as a reminder that they are included.)
Mailing Address:
Phone Number:
Date: Signed:
(Name}
(Title)
Witness:
(Seal)
38
PROPOSAL FORM
TO BE USED For PROPOSAL TO LEASE
BID TO: MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
c% PURCHASING DEPARTMENT
1100 SIMONTON STREET
ROOM 1-213
KEY WEST, FLORIDA 33040
PROPOSAL FROM:
The undersigned, having carefully examined the Request from Proposal, and Addenda thereto
and having inspected the property, and other Contract Documents for the of:
Request for Proposal — LEASE OF HICKORY HOUSE PROPERTY
and having carefully examined the site of the property, having become familiar with all local
conditions including labor affecting the cost thereof, and having familiarized himself with
material availability, Federal, State, and Local laws, ordinances, rules and regulations affecting
the property, does hereby propose to purchase the Progerty or lease: the property (chose one).
The undersigned further certifies that he has personally inspected the actual location of the
property and buildings, dock, fences, fixtures and appurtenances thereto, together with the local
sources of supply and that he understands the conditions under which purchase or lease is to
be performed. The successful bidder shall assume the risk of any and all costs and delays
arising from the existence of any subsurface or other latent physical condition which could be
reasonably anticipated by reference to documentary information provided and made available,
and from inspection and examination of the site.
The undersigned further certifies that he understands that eh property is to be purchased "AS
IS" condition and the County does NOT warrant the condition of the property or any buildings,
dock, fences, fixtures and appurtenances thereto.
The Proposal shall be furnished below in words and numbers. If there is an
inconsistency between the two the Proposal in words shall control.
FOR LEASE:
Dollars.
(Total Base Proposal per year for the first year- words)
(Total Base Proposal per year for the first year — numbers)
The term of the lease shall be years.
39
Detail here your plan for:
1) the lease amount to change over the years,
2) the total amount of the lease to be paid to the County over the years,
3) the total amount of the improvements that you intend to make and the time frame for the
completion of the improvements.
I acknowledge Alternates as follows:
I acknowledge receipt of Addenda No.(s)
No.
Dated
No.
Dated
No.
Dated
No.
Dated
No.
Dated
I have included the Proposal Form , the Non -Collusion Affidavit , the Lobbying and
Conflict of Interest Clause , the Drug -Free Workplace Form_, a Public Entity Crime
Statement . In addition, I have included a certified copy of Monroe County Occupational
License , Copy of other pertinent licenses ,Insurance Requirements— Hold
Harmless Statement and an Insurance Agent's Statement.
(Check mark items above, as a reminder that they are included.)
Mailing Address:
Phone Number:
Date: Signed:
Witness:
(Name)
(Title)
40
(Seal)
NON -COLLUSION AFFIDAVIT
I, of the city
according to law on my oath, and under penalty of perjury, depose and say that:
1. 1 am
of the firm of
the bidder making the Proposal for the project described in the notice for request for Proposals for:
and that I executed the said proposal with full authority to do so;
2. The prices in this bid have been arrived at independently without collusion, consultation,
communication or agreement for the purpose of restricting competition, as to any matter relating to
such prices with any other bidder or with any competitor;
3. Unless otherwise required by law, the prices which have been quoted in this bid have not been
knowingly disclosed by the bidder and will not knowingly be disclosed by the bidder prior to bid
opening, directly or indirectly, to any other bidder or to any competitor; and
4. No attempt has been made or will be made by the bidder to induce any other person, partnership or
corporation to submit, or not to submit, a bid for the purpose of restricting competition; and
5. The statements contained in this affidavit are true and correct, and made with full knowledge that
said project.
(Signature of Bidder)
STATE OF:
COUNTY OF:
PERSONALLY APPEARED BEFORE ME, the undersigned authority,
(Date)
who, after first being sworn by me, (name of individual signing) affixed his/her signature in the space provided above
on this day of 20
My commission expires:
NOTARY PUBLIC
W
ETHICS CLAUSE
LOBBYING AND CONFLICT OF INTEREST CLAUSE
SWORN STATEMENT UNDER ORDINANCE NO.010-1990
MONROE COUNTY, FLORIDA
(Company)
warrants that he/it has not employed, retained or otherwise had act on his/its behalf any former County
officer or employee in violation of Section 2 of Ordinance No. 010-1990 or any County officer or employee in violation
of Section 3 of Ordinance No. 010-1990. For breach or violation of this provision the County may, in its discretion,
terminate this contract without liability and may also, in its discretion, deduct from the contract or purchase price, or
otherwise recover, the full amount of any fee, commission, percentage, gift, or consideration paid to the former
County officer or employee".
(Signature)
Date:
STATE OF:
COUNTY OF:
Subscribed and sworn to (or affirmed) before me on
by
or has produced
identification)
My commission expires:
(date)
(name of affiant). He/She is personally known to me
NOTARY PUBLIC
as identification. (Type of
DRUG -FREE WORKPLACE FORM
The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that:
(Name of Business)
1. Publishes 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. Informs 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. Gives each employee engaged in providing the commodities or contractual services that
are under bid a copy of the statement specified in subsection (1).
4. In the statement specified in subsection (1), notifies the employees that, as a condition
of working on the commodities or contractual services that are under bid, the employee will
abide by the terms of the statement and will notify the employer of any conviction of, or plea of
guilty or nolo contendere to, any violation of Chapter 893 (Florida Statutes) or of any controlled
substance law of the United States or any state, for a violation occurring in the workplace no
later than five (5) days after such conviction.
5. Imposes 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. Makes 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.
Bidders Signature
Date
4
PUBLIC ENTITY CRIME STATEMENT
"A person or affiliate who has been placed on the convicted vendor list following a conviction for
public entity crime may not submit a bid on a contract to provide any goods or services to a
public entity, may not submit a bid on a contract with a public entity for the construction or repair
of a public building or public work, may not submit bids on leases of real property to public
entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or
contractor 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, Florida Statutes, for
CATEGORY TWO for a period of 36 months fro the date of being placed on the convicted
vendor list."
I have read the above and state that neither (Proposer's name) nor
any Affiliate has been placed on the convicted vendor list within the last 36 months.
(Signature)
Date:
STATE OF:
COUNTY OF:
Subscribed and sworn to (or affirmed) before me on
(date) by (name of affiant). He/She is personally known to me
or has produced
identification) as identification.
(type of
NOTARY PUBLIC
My Commission Expires:
MONROE COUNTY, FLORIDA
RISK MANAGEMENT
POLICY AND PROCEDURES
CONTRACT ADMINISTRATION MANUAL
Indemnification and Hold Harmless
For
Other Contractors and Subcontractors
The Contractor 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 services provided by the Contractor or any of its Subcontractor(s) in any
tier, occasioned by negligence, errors, or other wrongful act of omission of the Contractor or its
Subcontractors in any tier, their employees, or agents.
In the event the completion of the project (to include the work of others) is delayed or
suspended as a result of the Contractor's failure to purchase or maintain the required insurance,
the Contractor shall indemnify the County from any and all increased expenses resulting from
such delay.
The first ten dollars ($10.00) of remuneration paid to the Contractor is for the indemnification
provided for above.
The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements
contained elsewhere within this agreement.
45
WORKERS' COMPENSATION
INSURANCE REQUIREMENTS
FOR
SERVICES
BETWEEN
MONROE COUNTY, FLORIDA
AND
Prior to the commencement of work governed by this contract, the Contractor shall obtain
Workers' Compensation Insurance with limits sufficient to respond to the applicable state
statues.
In addition, the Contractor shall obtain Employers' Liability Insurance with limits of not less than:
$100,000 Bodily Injury by Accident
$500,000 Bodily Injury by Disease, policy limits
$100,000 Bodily Injury by Disease, each employee
Coverage shall be maintained throughout the entire term of the contract.
Coverage shall be provided by a company or companies authorized to transact business in the
state of Florida.
If the Contractor has been approved by the Florida's Department of Labor, as an authorized
self -insurer, the County shall recognize and honor the Contractor's status. The Contractor may
be required to submit a Letter of Authorization issued by the Department of Labor and a
Certificate of Insurance, providing details on the Contractor's Excess Insurance Program.
If the Contractor participates in a self-insurance fund, a Certificate of Insurance will be required.
In addition, the Contractor may be required to submit updated financial statements from the fund
upon request from the County.
46
GENERAL LIABILITY
INSURANCE REQUIREMENTS
FOR
SERVICES
BETWEEN
MONROE COUNTY, FLORIDA
AND
Prior to the commencement of work governed by this contract, the Contractor shall obtain
General Liability Insurance. Coverage shall be maintained throughout the life of the contract and
include, as a minimum:
• Premises Operations
• Products and Completed Operations
• Blanket Contractual Liability
• Personal Injury Liability
• Expanded Definition of Property Damage
The minimum limits acceptable shall be:
$300,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$100,000 per Person
$300,000 per Occurrence
$50,000 Property Damage
An Occurrence Form policy is preferred. If coverage is provided on a Claims Made policy, its
provisions should include coverage for claims filed on or after the effective date of this contract.
In addition, the period for which claims may be reported should extend for a minimum of twelve
(12) months following the acceptance of work by the County.
The Monroe County Board of County Commissioners shall be named as Additional Insured on
all policies issued to satisfy the above requirements.
47
VEHICLE LIABILITY
INSURANCE REQUIREMENTS
FOR
SERVICES
BETWEEN
MONROE COUNTY, FLORIDA
AND
Recognizing that the work governed by this contract requires the use of vehicles, the
Contractor, prior to the commencement of work, shall obtain Vehicle Liability Insurance.
Coverage shall be maintained throughout the life of the contract and include, as a minimum,
liability coverage for:
• Owned, Non -Owned, and Hired Vehicles,
The minimum limits acceptable shall be:
$ 100,000 Combined Single Limit (CSL)
If split limits are provided, the minimum limits acceptable shall be:
$ 50,000 per Person
$ 100,000 per Occurrence
$ 25.000 Property Damage
The Monroe County Board of County Commissioners shall be named as Additional Insured on
all policies issued to satisfy the above requirements.
48
INSURANCE AGENT'S STATEMENT
I have reviewed the insurance requirements with the proposer named herein. The
following deductibles apply to the corresponding policy.
Policy
Liability policies are Occurrence
Insurance Agency
49
Deductibles
Claims Made
Signature
MONROE COUNTY, FLORIDA
RISK MANAGEMENT
POLICY AND PROCEDURES
CONTRACT ADMINISTRATION MANUAL
WAIVER OF INSURANCE REQUIREMENTS
There will be times when it will be necessary, or in the best interest of the County, to deviate
from the standard insurance requirements specified within this manual. Recognizing this
potential and acting on the advice of the County Attorney, the Board of County Commissioners
has granted authorization to Risk Management to waive and modify various insurance
provisions.
Specifically excluded from this authorization is the right to waive:
The County as being named as an Additional Insured — If a letter from the Insurance
Company (not the Agent) is presented, stating that they are unable or unwilling to name
the County as an Additional Insured, Risk Management has not been granted the
authority to waive this provision.
And
a The Indemnification and Hold Harmless provisions
Waivina of insurance provisions could expose the County to economic loss For this reason,
every attempt should be made to obtain the standard insurance requirements. If a waiver or a
modification is desired, a Request for Waiver of Insurance Requirement form should be
completed and submitted for consideration with the proposal.
After consideration by Risk Management and if approved, the form will be returned, to the
County Attorney who will submit the Waiver with the other contract documents for execution by
the Clerk of the Courts.
Should Risk Management deny this Waiver Request, the other parry may file an appeal with the
County Administrator or the Board of County Commissioners, who retains the final decision -
making authority.
50
MONROE COUNTY, FLORIDA
Request For Waiver
of
Insurance Requirements
It is requested that the insurance requirements, as specified in the County's Schedule of
Insurance Requirements, be waived or modified on the following contract:
Contractor:
Contract for:
Address of Contractor:
Phone:
Scope of Work:
Reason for Waiver:
Policies Waiver
will apply to:
Signature of Contractor:
Approved Not Approved
Risk Management:
Date:
County Administrator appeal:
Approved Not Approved
Date:
Board of County Commissioners appeal:
Approved Not Approved
Meeting Date:
51
INSURANCE REQUIREMENTS FOR SUBMITTING PROPOSALS
Worker's Compensation $ 100,000 Bodily Injury by Acc.
$ 500,000 Bodily Inj. by Disease, policy limits
$ 100,000 Bodily Inj. by Disease, each emp.
General Liability, including $ 300,000 _ Combined Single Limit
Premises Operation
Products and Completed Operations
Blanket Contractual Liability
Personal Injury Liability
Expanded Definition of Property Damage
Vehicle Liability $ 50,000 per Person
(Owned, non -owned and hired vehicles) $100,000 per Occurrence
$ 25,000 Property Damage
$100,000 Combined Single Limit
Professional Liability Insurance
Professional liability including errors $1,000,000 oer Occurrence
and omissions
The Monroe County Board of County Commissioners shall be named as Additional
insured on all policies issued to satisfy the above requirements except Workers'
Compensation and Professional Liability insurance.
52
SAMPLE
LOCAL PREFERENCE FORM
A. Vendors claiming a local preference according to Ordinance 023-2009 must complete this form.
Name of Bidder/Responder.
Date:
1. Does the vendor have a valid receipt for the business tax paid to the Monroe County Tax Collector dated at least
one year prior to the notice or request for bid or proposal? (Please furnish copy. )
2. Does the vendor have a physical business address located within Monroe County from which the vendor
operates or performs business on a day to day basis that is a substantial component of the goods or services being
offered to Monroe County?
List Address:
Telephone Number:
B. Does the vendor/prime contractor intend to subcontract 50% or more of the goods, services or construction to
local businesses meeting the criteria above as to licensing and location?
If yes, please provide:
1. Copy of Receipt of the business tax paid to the Monroe County Tax Collector by the subcontractor dated at least
one year prior to the notice or request for bid or proposal.
2. Subcontractor Address within Monroe County from which the subcontractor operates:
Tel. Number
Print Name:
Signature and Title of Authorized Signatory for
Bidder/Responder
STATE OF
COUNTY OF
On this day of 20 before me, the undersigned notary public, personally appeared
. known to me to be the person whose name is subscribed above or who produced
as identification, and acknowledged that he/she is the person who executed the above
Local Preference Form for the purposes therein contained.
Notary Public
Print Name
My commission expires: Seal
R91
Sample
BID BOND
(required in the discretion of the Board of County Commissioners
upon award of contract)
KNOW ALL MEN BY THESE PRESENTS, that we
(Here insert name and address or legal title of
Contractor)
as Principal, hereinafter called the Principal, and
(Here insert full name and address or legal title of
Surety)
a corporation duly organized under the laws of the State of as Surety, hereinafter called the Surety, are
held and firmly bound unto
(Here insert full name and address or legal title of
Owner)
as Obligee, hereinafter called the Obligee, in the sum of Dollars ($), for the payment of which sum well
and truly to be made, the said Principal and the said Surety, bind ourselves, our heirs, executors,
administrators, successors and assigns, jointly and severally, firmly by these presents.
WHEREAS, the Principal has submitted a bid for (Here insertfull name, address and description of
project)
NOW, THEREFORE, if the Obligee shall accept the bid of the Principal shall enter into a Contract with the
Obligee in accordance with the terms of such bid, and give such bond or bonds as may be specified in
the bidding or Contract Documents with good and sufficient surety for the faithful performance of such
Contract and for the prompt payment of labor and material furnished in the prosecution thereof, or in
the event of the failure of the Principal to enter such Contract and give such bond or bonds, if the
Principal shall pay to the Obligee the difference not to exceed the penalty hereof between the amount
specified in said bid and such larger amount for which the Obligee may in good faith contact with
another party to perform the Work covered by said bid, then this obligation shall be null and void,
otherwise to remain in full force and effect. Any action instituted by a claimant under this bond must be
in accordance with the notice and time limitations provisions in Section 255.05(2), Florida Statutes.
(Witness)
(Witness)
54
(Principal) (Seal)
(Title)
(Surety) (Seal)
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