Item N4 BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: 4/18/12 Division: . Public Works/Engineering_
Bulk Item: Yes ® No X Department: Wastewater
Staff Contact Person/Phone#: Elizabeth Wood/453-8795
AGENDA ITEM WORDING: Approval f0wf'Goulilly�A Aninistfatof to exeeate of`Second
Amendment to Contract for Consulting Services with Goverm-nent Services Group, Inc. for the
development and implementation of the Non-Ad Valorem Assessment Programs for the Cudjoe
Regional Central and Supplemental Big Coppitt and Duck Key Programs based on contract scenario
selected by the Board of County Commissioners (BOCC).
ITEM BACKGROUND: The State of Florida FY13 General Appropriation Act if approved requires
construction contract(s) for unincorporated Monroe County wastewater projects by March 1, 2013.
The preliminary cash flow analysis for the associated Cudjoe Regional Central System construction
schedule requires the availability of local System Development Fee (SF) Revenue in FY13. Revenue
for a 2012 tax roll to collect SI)Fs as special assessments will be available for project construction
beginning in FY13. Statutory hearing and notice requirements to deliver a non-ad valorem tax roll to
the tax collector for the 2012 tax year requires that the Cudjoe Non-ad Valorem Assessment Program
be started now. An amendment for these consulting services is necessary to meet this proposed
construction schedule. Reducing the scope to annual services and development of the Supplemental
Big Coppitt and Duck Key tax rolls was planned prior to the potential State of Florida FY13
Appropriation.
PREVIOUS RELEVANT BOCC ACTION: On December 14, 2011 the BOCC adopted Resolution
No. 440b-2011 establishing the BOCC's intent to use the uniforin method of collecting non-ad
valorem special assessments on the 2012 tax bill for the provision of wastewater utility services. The
BOCC previously adopted the following notice of intent resolutions: 568-2007, 515-2008, 463-2009
and 469-2010. The BOCC entered into the Agreement and First Amendment for Consulting Services
for Development and Administration of Non-Ad Valorem Assessment Program in 2009 and 2011
respectively, The non-ad valorem tax rolls were developed both years but were not implemented due
to lack of funding.
CONTRACT/AGREEMENT CHANGES: Contracts for four scenarios and associated costs are
described in the cover memo. Scenarios A, B, and C include: Tasks 1-5 for the development and
implementation of the Cudjoe Regional Central Non-ad Valorem Assessment Program; Task 6 for the
Stock Island, Big Coppitt, and Duck Key annual roll certification and database management; and Task
7 for development and implementation of the Supplemental Big Coppitt and Duck Key tax roll.
Scenario D includes Task 6 and 7 only.
STAFF RECOMMENDATIONS: Approval as stated.
'M
Engineering Division
MEMORANDUM
/
To: Kevin Wilsonw .M
From: Eli - Sr. Administrator, Sewer Projects
Date: 4/10/2012
Re: IDRAF'�I"' Direction on GSG SecondAmendment for Development and
Administration of Non-Ad Valorem Wastewater Assessment Program
for the u Regional Central Service Area
Three versions of the GSG Secondn v n prepared for discussion and
selection based on the Cudjoe Regional Central Service Areass ss nt Program
Scenarios described in the table below.
Cudjoe Regional(Lower Sugarloaf North to Big Pine Key)on 2012 Tax
A Bill, Supplemental Big Coppitt and Duck Key on 2012 Tax Bill and 2012- $118,585
2013 Annual Services
Cudjoe Inner Islands(Upper Sugarloaf North to Summerland Key)on
B 2012 Tax Bill,Supplemental Big Coppitt and Duck Key on 2012 Tax BIII $107,502
and 2012-2013 Annual Services
Cudjoe, Inner Islands(Upper Sugarloaf North to Surnmerland Key)and
C Supplemental Big Coppitt and Duck Key on 2012 Tax Bill, Cudjoe Outer $120,335
Islands(Lower Sugarloaf plus Ramrod, Middle Torch and Big Pine )on
2013 tax bill and 2012-2013 Annual Services
Supplemental Big Coppitt and Duck Key on 2012 Tax Bill and 2012-2013
D 50
Annual Services ,7
Each scenario also includes development andimplementation oft the Supplemental Big
Coppitt and Duck Keytax roll on the 2012 tax bill and annual delivery of the existing Stock
Island® Big Coppitt, and Duck Keytax rolls to the Tax Collector for the 2012and 2013 tax
years. Scenario D is limited to the consulting services necessary for implementation of the
Supplemental i o f and Ducka ro a and continuance of the 2012-2013
annual services,
MONROE COUNTY BOARD OF(,'OIJN'l"Y COMMISSIONERS
CONTRAcT SUMMARY
Contract with: GSG Contract# Second Aniendin.ent
.............. .... .....- ..............................................................
Efibctive Date: April 18 2012
Expiration Date: Se tSmben I L),2013
(.7ontract Puqiose/Description:
This Contract Sumniary is for the Second Amendment to GSG Agreement and First
Amendment for Consulting Services for Development and Administration of Non-Ad
Valorem.Assessment Program adopted April 15, 2009 and.January 19, 2011,
respectively. Specifically,this is for Scenario A—Assess Cudjoe Regional Central
(Lower Sugarloaf North to Big Pine Key) and Suppleniental Big Coppitt and Duck Key
on 2012 Tax Bill and 2012 - 2013 Annual Services. Breakout of contract value provided.
in AIS cover memo.
Contract Manager: Elizabeth Wood 8795 Wastewater/#26
..............................................................................
(Name) (Ext,.) (Department/Stop#)
for BOC(7 n)eet i iig on .1361 18, 2012 Agenda Deadline: AL)ril 3, 2012
CONTRAC7,cosrs
Total,Dollar Value of Contract: $ $!1.82585 Current Year Portion: $ �-717�,85311-11�,�-�...".,- -'I
Budgeted? Yes No 0 Account Codes: 172 55006 530340
Gyrant: $
County
3j-1
ADDITIONAL COSTS
Estirriated Ongoing Costs� $40,750/yj For: Annual services
(Not included in dollar value above) _--------------— mahue�uance,urfilifies,jwi ,tonal,salar-es,etc,
CONTRACT REVIEW
Changes Date Out
Date In Needed Reviewer
Division Director Yes[-] NoEl ........... .......................................................
RiskManagement Yes[ I NoLl ................ ..........................................................................................................
O,M.B)Purchasing Yes[ -1 NoEl
County Attorney Yes[]NoO
Co,rn1n.e1.1tS:
OMB Form Revised 2/27/01 MCP#2
SECOND AMENDMENT TO CONTRACT
FOR CONSULTING SERVICES
for
Development and Administration of Non-Ad Valorem Assessment Program
This Amendment is made and entered into this 18th day of April, 2012, by and
between Monroe County and Government Services Group, Inc. (GSG), in order to
amend the Agreement between the parties dated April 15, 2009 and the First
Amendment between the parties dated January 19, 2011 for non-ad valorem
assessment services.
WITNESSETH:
WHEREAS, on January 19, 2011 the parties entered into the FIRST
AMENDMENT TO CONTRACT FOR CONSULTING SERVICES for Development and
Administration of Non Ad-Valorem Assessment Program herein referred to as GSG First
Amendment; and
WHEREAS, the GSG First Amendment is included as Attachment A/GSG
Second Amendment—GSG First Amendment executed January 19, 2011 and GSG
Agreement executed April 15, 2009; and
WHEREAS, on April 15, 2009 the parties entered into the AGREEMENT FOR
CONSULTING SERVICES for Development and Administration of Non Ad-Valorem
Assessment Program herein referred to as GSG Agreement; and
WHEREAS, the GSG Agreement was included as Attachment A to the First
Amendment; and
WHEREAS, the GSG Agreement included Tasks 1-5 necessary for the
development and implementation of the non-ad valorem special assessment program for
the Cudjoe Regional Service Area for a fixed fee of a fixed fee of$55,080 plus $1.28/
first class notice mailed and Task 6 for the annual maintenance and certification of the
non-ad valorem special assessment programs for a fixed fee of$23,500/year prior to
implementation of the Cudjoe program and $40,000/year once annual services are
required for the Cudjoe program; and
WHEREAS, the funding plan for the Cudjoe Regional Central Wastewater
System was incomplete in 2009 and partial payments for Tasks 1-5 totaling $35,802
were paid to under the GSG Agreement; and
WHEREAS, Tasks 1-5 necessary for the development and implementation of the
non-ad valorem special assessment program for the Cudjoe Regional Service Area
continued under the GSG First Amendment for a revised total fixed fee of$35,000 which
included the remaining $19,278 from the GSG Agreement and the additional fixed fee of
1 of 4
GSG Second Amendment Scenario A
$15,722 added by the GSG First Amendment to update the 2009 preliminary tax roll and
provide additional services; and
WHEREAS, the funding plan fort e Cudjoe Regional Central Wastewater
System was incomplete in 2011 and partial payments for Tasks 1-5 totaling $26,250
were paid to under the GSG First Amendment daring FY 2011; and
WHEREAS, the Monroe County Board of County Commissioners intends to
implement, the Cudjoe Regional Central Non-Ad Valorem Assessment Program fort e
2012 tax year following approval of the State of Florida proposed Fiscal Year 012-1
appropriation for unincorporated Monroe County Wastewater projects; an
Whereas, of the $70,802 Initial Contract and First Amendment revised fixed fee
o develop and implement the Cudjoe Regional Assessment Program for Tasks 1-5,
$62„052 was paid to GG, and
WHEREAS, Tasks 1-5 necessary for the development and implementation oft e
non-ad valorem special assessment program for the Cudjoe Regional Central Service
Area from Lower Sugadoaf north to Big Pine Key requiires updating the 2011 preliminary
tax roll of over'7,000 parcels with current property appraiser parcel data including Real
Estate Identification Numbers and Parcel Codes; and
WHEREAS, the Equivalent Dwelling Unit allocations for commercial properties
are based on 2009 water consumption; an
WHEREAS, the Non-Ad Valorem Assessment Program requires:adequate lea
time to update the preliminary tax roll, hold/'advertise the statutory hearings, and collect
prepayments; and
WHEREAS, development of non-ad valorem special assessment programs
usually begins in the beginning of the calendar year; and
WHEREAS, GSGs fee for Tasks 1-5 necessary for the development and
implementation of the non-ad valorem special assessment program for the Cudjoe
Regional Central Service Area from o er Sugarloaf north to Big Pine Key for the 2012
tax bill is 42,000; and
WHEREAS, Task is for the annual maintenance and certification oft e non ad-
valorem special assessment rolls; an
WHEREAS, the fixed fee for Task 6 annual services for the StockIsland® Big
oppitt and Duck KeyService Areas for the 2012 tax bill is$2 „500; and
WHEREAS,, the fixed fee for Task 6 annual services including the CudJoe
Regional Central Program and the Supplementali i Coppitt and DuckKey Programs
for the 2013 tax bill is 0,750; and
WHEREAS, annual services for the Cudjoe Regional Service Area are not
needed until adoption of the Final Assessment Resolution(s) for Cudjoe Regional and
Supplemental Big Goppitt and Duck Key Programs; and
2 of 4
G G Second Amendment Scenario A
MONROE COI.N`f"Y BOARD OF COIJNTY COMMISSIONERS
CSC N17 RACT SUMMARY
Contract with: GSG Contract# Second Aniendment
................ ............. .................................
Effective Date: April 18, 2012
Expiration Date: §,epieinber 16,2013
Contract Purpose/Description:
This Conti-act Sununary is for the Second Amendment to GSG Agreement and First
Amendment for Consulting Services for Developnient and Administration of Non-Ad
Valorem Assessment Program adopted April 15, 2009 and January 19, 2011,
respectively. Specifically, this is for Seen ario B Assess Cu4joe Regional Central
Inner Islands(I Jpper Sugarloaf'North to Suiru-nerlan.d.) and Supplementall Big Coppitt
and Duck'Key on 2012 Tax Bill and 2012 -2013 Annual Services. Breakout of contract
value pr()vrided in AIS cover memo.
Contract Manager: , Elizabeth Wood 8795 Wante water/#26
(Name) (Fxi.7.. .............................�5 epartnient/Sto][,) #)............................................
for BOCC ineefin� on Aptil 18, 2012 Agenda Deadline: April 3; 2012�...
CONTRACT COSTS
'I"otal Dollar Value of Contract: $ $96,502 Current Year Portion: $ $66,002
..........................................Budgeted? Ye!s[,�] No Account Codes: I"72 55006 530340
Grp it: $
............... ....................
Count", Match: $
...........................................................................
11,11 2 ADDITIONAL COSTS
Estimated Ongoing Costs: $ 42,250/yr For: Annual services
... .............................
LNot includcd in dollar vakie ahove2 (eg.maintenance,utififics,janitorial,salairies,etc.2
CONTRAcr REVIEW
(7hanges Date Out
Date In Needed Reviewer
Division Director, YesD No[] ............
Risk Management ............... Yes[-] No .................................................
0,M.B./Purchasing .................. Yes F NoD
..........
County Attorney 'Yes[:] No[:] ..........
Comments: ................
11 Oil
OMB Fom Revised 2/27/01 MCP 112
SECOND AMENDMENT TO CONTRACT
FOR CONSULTING SERVICES
for
Development and Administration of Non-Ad Valorem Assessment Program
This Amendment is made and entered into this 18th day of April, 2012, by and
between Monroe County and Government Services Group, Inc. (GSG), in order to
amend the Agreement between the parties dated April 15, 2009 and the First
Amendment between the parties dated January 19, 2011 for non-ad valorem
assessment services.
WITNESSETH:
WHEREAS, on January 19, 2011 the parties entered into the FIRST
AMENDMENT TO CONTRACT FOR CONSULTING SERVICES for Development and
Administration of Non Ad-Valorem Assessment Program herein referred to as GSG First
Amendment; and
WHEREAS, the GSG First Amendment is included as Attachment A/GSG
Second Amendment— GSG First Amendment executed ,January 19, 2011 and GSG
Agreement executed April 15, 00 ; and
WHEREAS, on April 15, 2009 the parties entered into the AGREEMENT FOR
CONSULTING SERVICES for Development and Administration of Non Ad-Valorem
Assessment Program herein referred to as GSG Agreement; and
WHEREAS, the GSG Agreement was included as Attachment A to the First
Amendment; and
WHEREAS, the GSG Agreement included Tasks 1-5 necessary for the
development and implementation of the non-ad valorem special assessment program for
the Cudjoe Regional Service Area for a fixed fee of a fixed fee of$55,080 plus $1.28/
first class notice mailed and Task 6 for the annual maintenance and certification of the
non-ad valorem special assessment programs for a fixed fee of$23,500/year prior to
implementation of the Cudjoe program and $40,000/year once annual services are
required for the Cudjoe program; and
WHEREAS, the funding plan for the Cudjoe Regional Central Wastewater
System was incomplete in 2009 and partial payments for Tasks 1-5 totaling $35,802
were paid to under the GSG Agreement; and
WHEREAS, Tasks 1-5 necessary for the development and implementation of the
non-ad valorem special assessment program for the Cudjoe Regional Service Area
continued under the GSG First Amendment for a revised total fixed fee of$35,000 which
included the remaining $19,278 from the GSG Agreement and the additional fixed fee of
$15,722 added by the GSG First Amendment to update the 2009 preliminary tax roll and
provide additional services; and
1 of 4
GSG Second Amendment Scenario B
MONROE COINTY BOARD OF COUNTY COMMISSIONERS
CON]I RACT SUMMARY
Contract with: GSG Contract# Second Amendment
................................................. ............ ................................................................................... ................. .
Effective Date: Apt it 18,2012
...... ..................................
Expiration Date:
Contract Puipose/Description:
This Contract Summary is for the Second .Arnendinent to GSG Agreenient and First
Amendment for Consulting Services for Developtrient and Administration of Non-Ad
Valorem Assessment Program adopted April 15, 2009 and Januaray 19, 2011,
respectively. Specifically, this is for Scenario C Assess (7tidjoe Inner Islands (Llpper�
Sugarloaf North.to Surnmerland Key) and Supplemental Big Coppitt and Duck Key on
2012 Tax Bill, Cudjoe Outer Islands(Lower Sugarloaf'plus Ramrod No to Big Pine
Key) on 2013 Tax Bill and 2012 -2013 Annual Services,, Breakout of contract value
provided in AIS cover merno.
Contract Manager: Elizabeth Wood 8795 Wastewater/#26
............_.................................... ................................ .........................................................................
(Name) (Ext.) (Department/Stop#)
for BOCC meeting on Azil 18, 2012 Aauji,da Deadline- A2H[ 3, 2012
CON TRAC"I'COS'I'S
Total Dollar Value of Contract: $ $1120,,�35 (."un-ent Year Portion 70,502
------ ...................................................................
Budgeted? Y'esZ No Account Codes: 17'2 5'5006 530340
Grant: $
County Match: $ .................. ................
ADDITIONAL COSTS
Estimated Ongoing Costs: $ 42,250/yr For: Annual services
(Not included in dollar value:atwel ( .maiiiicii.a.De! utiliti�es, °aiiitoriat,salaries,etc.�.... ..........
CONTRACT RF VIEW
Clianges Date Out
Date In Needed Revie)ver
Division Director Yes j..,..I
NoE]
Risk Management Yes' I NO...........
....... M
....................................... ...........................................
O.M.B.A.)urchasing Yes[,-.l No[ I
....... ...... ...................................................................................__................
CountyAttorney ....................................... Yes[:] No[:] . .................................................................
onmients:
.................... .......
GM.13 Form Revised 2/27/01 MCP#2
SECOND AMENDMENT TO CONTRACT
FOR CONSULTING SERVICES
for
Development and Administration of Non-Ad Valorem Assessment Program
This Amendment is made and entered into this 18th day of April, 2012, by and
between Monroe County and Government Services Group, Inc. (GSG), in order to
amend the Agreement between the parties dated April 15, 2009 and the First
Amendment between the parties dated January 19, 2011 for non-ad valorem
assessment services.
WITNESSETH:
WHEREAS, on January 19, 2011 the parties entered into the FIRST
AMENDMENT TO CONTRACT FOR CONSULTING SERVICES for Development and
Administration of Non Ad-Valorem Assessment Program herein referred to as GSG First
Amendment; and
WHEREAS, the GSG First Amendment is included as Attachment A/GSG
Second Amendment— GSG First Amendment executed January 19, 2011 and GSG
Agreement executed April 1 , 2009, and
WHEREAS, on April 15, 2009 the parties entered into the AGREEMENT FOR
CONSULTING SERVICES for Development and Administration of Non Ad-Valorem
Assessment Program herein referred to as GSG Agreement; and
WHEREAS, the GSG Agreement was included as Attachment A to the First
Amendment; and
WHEREAS, the GSG Agreement included Tasks 1-5 necessary for the
development and implementation of the non-ad valorem special assessment program for
the Cudjoe Regional Service Area for a fixed fee of a fixed fee of$55,080 plus $1.28/
first class notice mailed and Task 6 for the annual maintenance and certification of the
non-ad valorem special assessment programs for a fixed fee of$23,500/year prior to
implementation of the Cudjoe program and $40,000/year once annual services are
required for the Cudjoe program; and
WHEREAS, the funding plan for the Cudjoe Regional Central Wastewater
System was incomplete in 2009 and partial payments for Tasks 1-5 totaling $35,802
were paid to under the GSG Agreement; and
WHEREAS, Tasks 1-5 necessary for the development and implementation of the
non-ad valorem special assessment program for the Cudjoe Regional Service Area
continued under the GSG First Amendment for a revised total fixed fee of$35,000 which
included the remaining $19,278 from the GSG Agreement and the additional fixed fee of
$15,722 added by the GSG First Amendment to update the 2009 preliminary tax roll and
provide additional services; and
1 of 4
GSG Second Amendment Scenario C
GSG Second Amendment Scenario D
MONROE COI..JN"FY BOARD OF COUN17Y COMMISSIONERS
CONTRACTSUMMARY
Contract with: GSG Contract# Second Aniendrnent
.............................................. ............................... ..................I...................... ....................................
Effective Date: April 18, 2012
Expiration Date: �S_ Tber 16,_2()1.3.,.-...
Contract Purpose/Description:
This Contract Summary is for the Second Amendment to GSG Agreemerit and First
Amendment for Consulting Services for Development and Administration of Non Ad
Valorem.Assessment Program adopted April. 15, 2009 and January 19, 2011,
respectively. Specifically,this is for Scenario D - Supplemental Big Cop pill and Duck
Key on 2012 Tax Bill and 2012 -2013 Annual Services, Breakout of contract value
provi(' led in AIS cover memo.
Contract Manager: Elizabeth Wood 8795 Wastewater/#26
..............
(Name) (Ext.) (Department/Stop#)
for BOCC rneetii�ii on zkpril 18, 2012 Agen(la Deadline: ALird 3, 2012
CONTRACT COSTS
Total Dollar Value of Contract: $ $ 50,750 Current Year,Portion: $ .,-.$261- 00
Budgeted? Yes H No 0 Account Codes:
Grant: $
Cowity Matcl�i. $
ADDITIONAL,COSTS
Estimated Ongoing Costs: $ 42,250/yr For: Annual services .......................
�Not included iti dollar value above .naahiteymice,utilifies, aiiitorial,salaries, etc),
CONTRACT REVIEW
Changes Date Out
Date In Needed Reviewer
Division Director Yes F1 No[.
......... ....I
Risk Management Yes[-] NoF]
........ .........
O.M.B./Purchasing ........... Yes D NoEj
Count Attortley Yeas NoL-.j
Comments:
ONM Fonn Revised 2/27/01 MCP#2
SECOND AMENDMENT TO CONTRACT
FOR CONSULTING SERVICES
for
Development and Administration of Non-Ad Valorem Assessment Program
This Amendment is made and entered into this 18th day of April, 2012, by and
between Monroe County and Government Services Group, Inc. (GSG), in order to
amend the Agreement between the parties dated April 15, 2009 and the First
Amendment between the parties dated January 19, 2011 for non-ad valorem
assessment services.
WITNESSETH:
WHEREAS, on January 19, 2011 the parties entered into the FIRST
AMENDMENT TO CONTRACT FOR CONSULTING SERVICES for Development and
Administration of Non Ad-Valorem Assessment Program herein referred to as GSG First
Amendment; and
WHEREAS, the GSG First Amendment is included as Attachment A/GSG
Second Amendment—GSG First Amendment executed January 19, 2011 and GSG
Agreement executed April 15, 29;and
WHEREAS, on April 15, 2009 the parties entered into the AGREEMENT FOR
CONSULTING SERVICES for Development and Administration of Non Ad-Valorem
Assessment Program herein referred to as GSG Agreement; and
WHEREAS, the GSG Agreement was included as Attachment A to the First
Amendment; and
WHEREAS, the GSG Agreement included Tasks 1-5 necessary for the
development and implementation of the non-ad valorem special assessment program for
the Cudjoe Regional Service Area for a fixed fee of a fixed fee of$55,080 plus $1.28/
first class notice mailed and Task 6 for the annual maintenance and certification of the
non-ad valorem special assessment programs for a fixed fee of$23,500/year prior to
implementation of the Cudjoe program and $40,000/year once annual services are
required for the Cudjoe program; and
WHEREAS, the funding plan for the Cudjoe Regional Central Wastewater
System was incomplete in 2009 and partial payments for Tasks 1-5 totaling $35,802
were paid to under the GSG Agreement; and
WHEREAS, Tasks 1-5 necessary for the development and implementation of the
non-ad valorem special assessment program for the Cudjoe Regional Service Area
continued under the GSG First Amendment for a revised total fixed fee of$35,000 which
included the remaining $19,278 from the GSG Agreement and the additional fixed fee of
$15,722 added by the GSG First Amendment to update the 2009 supplemental tax roll
and provide additional services; and
1 of 3
GSG Second Amendment Scenario D
Attachment A/GSG Second Amendment
GSG First Amendment Executed January 19, 2011 and
GSG Agreement Executed April 15, 200
"Tv- :-- ... '� mo ..p".�� � u r i t
p a---...eo ne n—t—uT .._ ..................... ..........
document
_: .__..._. ....._ ,ca ..........._ . ........ ___� _o._........ , ....__................................................................. mm....... ...._...........
ATTACHMENT A
Attechmmt A—Amendment 1 to April 15.2009 Agreement with GSG for Non Ad Program
AGREEMENT FOR
CONSULTING SERVICES
for
Development and Administration of Non Ad-valorem Assessment Program
Is Agreement ('Agreement) made and entered Into this /S'-day of
200 9 by and between Monroe County, a political subdivision of the
Stele of Florida,whose address Is 1100 Simonton Street, Key West, Florida, 33040, Its
successors and assigns, hereinafter referred to as 'COUNTY,* through the Monroe
County Board of County Commissioners("BOCCI,
AND
Government Services Group, Inc., a corporation of the State of Florida, whose
address Is 1500 Mahan Drive, Ste 250, Tallahassee, FL 32308 its successors and
assigns, hereinafter referred to as"CONSULTANT",
W I TNESSETH:
WHEREAS.COUNTY desires to employ the professional services of
CONSULTANT for Assessment Program Services;and
WHEREAS, CONSULTANT has agreed to provide professional services which
shall include but not be limited to providing Tasks 1 through B of the Cudjoe Regional
Non-ad Valorem Wastewater Assessment Program and Annual Assessment Services,
which services shall collectively be referred to as the"the Project;
NOW, THEREFORE, in consideration of the mutual promises, covenants and
agreements stated herein,and for other good and valuable consideration, the sufficiency
of which Is hereby acknowledged,COUNTY and CONSULTANT agree as fellows:
ARTICLE 1
1.1 REPRESENTATIONS AND WARRANTIES
By executing this Agreement, CONSULTANT makes the following express
representations and warranties to the COUNTY:
1.1.1 The CONSULTANT shall maintain all necessary licenses, permits or other
authorizations necessary to act as CONSULTANT for the Project until the
CONSULTANTS duties hereunder have been fully satisfied;
1.1.2 The CONSULTANT has become familiar with the Scope of Work and information
sources available to complete the work.
Page 1 of 14
to submit appeals forms to FKAA if the EDU allocation requires review for
accuracy. Adoption of the Final Assessment Resolution is scheduled for July 18,
2012 BOCC meeting in Key West with July 3, 2012 agenda deadline.
Advertisement of the July 18, 2012 hearing is scheduled to begin on June 25,
2012.
Target date: May 27, 2012
[25% of fixed fee: $10,500]
• Milestone 3 - Delivery of prepayment list to Monroe County and mailing of
prepayment notices.
Target Date: July 23, 2012
[25% of fixed fee: $10,500]
• Milestone 4—Certification and delivery of Cudjoe Regional Central final Non-Ad
Valorem Assessment Tax Roll to Monroe County Tax Collector in compatible
format. Upload certified roll into prepayment database.
Target Date: September 10, 2012
[25% of fixed fee: $10,500]
Task 6: Annual services to certify Stock Island, Big Coppitt, and Duck Key Non-ad
Valorem Special Assessment Tax Rolls and update online database for 2012 tax
year and annual services to additionally certify the Cud]oe Regional Inner and
Cuter Island, as well as Supplemental Big Coppitt and Duck Key Non-ad Valorem
Special Assessment Tex Rolls for 2013 tax year.
The fixed fee for annual certification and maintenance of the Stock Island, Big Coppitt,
and Duck Key Non-ad Valorem Special Assessment Tax Rolls and online database
established in the April 15, 2009 GSG Agreement is $23,500 per year.
Monroe County will continue to make payments in FY2012 according the following
schedule established in the GSG First Amendment:
ATTACHMENT B/GSG Second Amendment Scenario A
Payment Schedule Page 2 of 5
January 2012 25% of fixed fee ($5,875)
April 2012 25% of fixed fee ($5,875)
July 2012 25% of fixed fee ($5,875)
September 2012 25% of fixed fee ($5,875)
Following adoption of the Final Assessment Resolution and certified delivery of the
Cudjoe Regional Central and Supplemental Big Coppitt and Duck Key final Non-Ad
Valorem Assessment Tax Rolls in 2012, annual services will also be required for the
Cudjoe Regional Central Inner and !cuter Islands and Supplemental Big Coppitt and
Duck Key Assessment Programs. The fixed fee for annual certification and maintenance
of the Stock Island, Big Coppitt, Duck Key, and Cudjoe Regional Central Inner and Outer
Island Non-ad Valorem Special Assessment Tax Rolls and online database is $40,000
per year.
The supplemental Big Coppitt and Duck Key tax roll will be delivered annually to the tax
collector as a separate tax roll. Although the parcels are located in the Big Coppitt and
Duck Key service Areas, the tasks associated with certification of the tax roll including
creating the tax roll based on the prior year roll, removing prepayments updated in the
online database, allocating EDUs for split or joined parcels, and certification/delivery of
the tax roll have to be replicated.
The additional fixed fee for the annual certification and maintenance of the Supplemental
Big Coppitt and Duck Key Special Assessment Tax Rolls and online database
established is $750 per year for a total fixed fee of$40,750 for the Stock Island, Big
Coppitt and Duck Key, Supplemental Big Coppitt and Duck Key, and Cudjoe Regional
Central Inner and Outer Island Programs.
Once GSG certifies delivery of the Cudjoe Regional Central Inner and Outer Islands final
Non-ad Valorem Assessment Tax Roll and the Supplemental Big Coppitt and Duck Key
Tax Roll to the Tax Collector, Monroe County will make payments for the additional
annual services in FY 2013 according to the following schedule:
ATTACHMENT B/GSG Second Amendment Scenario A
Payment Schedule Page 3 of 5
GSG Second Amendment
Payment Schedule Scenario B
Tasks 1-5: Development and implementation of the non-ad valorem special
assessment program for the Cudjoe Regional Central Inner Island Service Area on
the 2012 tax bill.
Cudjoe Regional Central Inner Island Program
The fixed fee to develop and implement the Cudjoe Regional Central Inner Islands
Assessment Program with the current parcels and EDU allocations based on PC Code
changes and the most recent 3 year water consumption data is $36,000.
Certification of the Cudjoe Central Non-ad Valorem Special Assessment tax roll is
required by September 15, 2012 for collection of the system development fees (SDFs)to
begin on the 2012 tax bill.
Monroe County will make partial payments equaling 25% of the $36,000 fixed fee of
$9,000 to GSG upon completion of the following milestones:
• Milestone 1: Delivery of Cudjoe Regional Inner Islands Draft Non-Ad Valorem
Assessment Tax Roll to Monroe County for field verification.
Target date: May 7, 2012
[25% of fixed fee: $9,000]
• Milestone 2 - Delivery of Cudjoe Regional Central Inner Islands preliminary Non-
Ad Valorem Assessment Tax Roll to Monroe County for possible inclusion on
Initial Assessment Resolution. Adoption of Initial Assessment Resolution (IAR) is
scheduled for June 20, 2012 BOCC meeting in Marathon with June 5, 2012
agenda deadline. Adoption of the IAR triggers mailing of the First Class Notices
which advise owners of the Equivalent Dwelling Unit(EDU) allocation and
system development fee amount. The First Class Notices direct property owners
to submit appeals forms to FKAA if the EDU allocation requires review for
ATTACHMENT B/GSG Second Amendment Scenario B
Payment Schedule Page 1 of 5
Following adoption of the Final Assessment Resolution and certified delivery of the
Cudjoe Regional Central Inner Islands and Supplemental Big Coppitt and Duck Key final
Non-Ad Valorem Assessment Tax Rolls in 2012, annual services will also be required for
the Cudjoe Regional Central Inner Islands and Supplemental Big Coppitt and Duck Key
Assessment Programs. The fixed fee for annual certification and maintenance of the
Stock Island, Big Coppitt, Duck Key, and Cudjoe Regional Central Inner Islands Non-ad
Valorem Special Assessment Tax Rolls and online database is $29,750 per year.
The supplemental Big Coppitt and Duck Key tax roll will be delivered annually to the tax
collector as a separate tax roll. Although the parcels are located in the Big Coppitt and
Duck Key service Areas, the tasks associated with certification of the tax roll including
creating the tax roll based on the prior year roll, removing prepayments updated in the
online database, allocating EDUs for split or joined parcels, and certification/delivery of
the tax roll have to be replicated.
The additional fixed fee for the annual certification and maintenance of the Supplemental
Big Coppitt and Duck Key Special Assessment Tax Rolls and online database
established is $750 per year for a total fixed fee of$30,500 for the Stock Island, Big
Coppitt and Duck Key, Supplemental Big Coppitt and Duck Key, and Cudjoe Regional
Central Inner Island Programs.
Once GSG certifies delivery of the Cudjoe Regional Central Inner Islands final Non-ad
Valorem Assessment Tax Roll and the Supplemental Big Coppitt and Duck Key Tax Roll
to the Tax Collector, Monroe County will make payments for the additional annual
services in FY 2013 according to the following schedule:
January 2013 25% of fixed fee ($7,625)
April 2013 25% of fixed fee ($7,625)
July 2013 25% of fixed fee ($7,625)
September 2013 25% of fixed fee ($7,625)
ATTACHMENT B/GSG Second Amendment Scenario B
Payment Schedule Page 3 of 5
GSG Second Amendment
Payment Schedule Scenario C
Tasks 1-5: Development and implementation of the non-ad valorem special
assessment program for the Cudjoe Regional Central Inner Islands Service Area
on the 2012 tax bill and Outer Islands on the 2013 tax bill.
Cudjoe Regional Central Inner Islands Program
The fixed fee to develop and implement the Cudjoe Regional Central Inner Islands
Assessment Program with the current parcels and EDU allocations based on PC Code
changes and the most recent 3 year water consumption data is $36,000.
Certification of the Cudjoe Central Non-ad Valorem Special Assessment tax roll is
required by September 15, 2012 for collection of the system development fees (SDFs)to
begin on the 2012 tax bill.
Monroe County will make partial payments equaling 25% of the $36,000 fixed fee of
$9,000 to GSG upon completion of the following milestones:
• Milestone 1: Delivery of Cudjoe Regional Inner Islands Draft Non-Ad Valorem
Assessment Tax Roll to Monroe County for field verification.
Target date: May 7, 2012
[25% of fixed fee: $9,OOO]
• Milestone 2 - Delivery of Cudjoe Regional Central Inner Island preliminary Non-
Ad Valorem Assessment Tax Roll to Monroe County for possible inclusion on
Initial Assessment Resolution. Adoption of Initial Assessment Resolution (IAR) is
scheduled for June 20, 2012 BOCC meeting in Marathon with June 5, 2012
agenda deadline. Adoption of the IAR triggers mailing of the First Class Notices
which advise owners of the Equivalent Dwelling Unit (EDU)allocation and
system development fee amount. The First Class Notices direct property owners
to submit appeals forms to FKAA if the EDU allocation requires review for
ATTACHMENT C/GSG Second Amendment Scenario C
Payment Schedule Page 1 of 6
accuracy. Adoption of the Final Assessment Resolution is scheduled for July 18,
2012 BOCC meeting in Key West with July 3, 2012 agenda deadline.
Advertisement of the July 18, 2012 hearing is scheduled to begin on June 25,
2012.
Target date: May 27, 2012
[25% of fixed fee: $9,000]
• Milestone 3 - Delivery of prepayment list to Monroe County and mailing of
prepayment notices.
Target Date:July 23, 2012
[25% of fixed fee: $9,000]
• Milestone 4—Certification and delivery of Cudjoe Regional Central Inner Islands
final Non-Ad Valorem Assessment Tax Roll to Monroe County Tax Collector in
compatible format. Upload certified roll into prepayment database.
Target Date: September 10, 2012
[25% of fixed fee: $9,000]
Cudjoe Regional Outer Islands Program
The fixed fee to develop and implement the Cudjoe Regional Outer Island Assessment
Program with the current parcels and EDU allocations based on PC Code changes and
the most recent 3 year water consumption data is $18,000.
Certification of the Cudjoe Central Non-ad Valorem Special Assessment tax roll is
required by September 15, 2013 for collection of the system development fees (SDFs)to
begin on the 2013 tax bill.
Monroe County will make partial payments equaling 25% of the $18,000 fixed fee of
$4,500 to GSG upon completion of the following milestones:
ATTACHMENT C/GSG Second Amendment Scenario C
Payment Schedule Page 2 of 6
• Milestone 1: Delivery of Cudjoe Regional Central Outer Island Draft Non-Ad
Valorem Assessment Tax Roll to Monroe County for field verification.
Target date: May 7, 2012
[25% of fixed fee: $4,500]
• Milestone 2 - Delivery of Cudjoe Regional Central Outer Island Central
preliminary Non-Ad Valorem Assessment Tax Roll to Monroe County for possible
inclusion on Initial Assessment Resolution. Adoption of Initial Assessment
Resolution (IAR) is scheduled for December 12, 2012 BOCC meeting in
Marathon with November 27, 2012 agenda deadline. Adoption of the IAR triggers
mailing of the First Class Notices which advise owners of the Equivalent Dwelling
Unit (EDU) allocation and system development fee amount. The First Class
Notices direct property owners to submit appeals forms to FKAA if the EDU
allocation requires review for accuracy. Adoption of the Final Assessment
Resolution is scheduled for January 16, 2013 BOCC meeting in Key West with
January 1, 2013 agenda deadline. Advertisement of the January 1 , 2012
hearing is scheduled to begin on December 24, 2012.
Target date: November 13, 2012
[25% of fixed fee: $4,500]
• Milestone 3 - Delivery of prepayment list to Monroe County and mailing of
prepayment notices.
Target Date: January 21, 2012
[25% of fixed fee: $4,500]
• Milestone 4—Certification and delivery of Cudjoe Regional Central Outer Island
final Non-Ad Valorem Assessment Tax Roll to Monroe County Tax Collector in
compatible format. Upload certified roll into prepayment database.
Target Date: February 14, 2013
[25% of fixed fee: $4,500]
ATTACHMENT C/GSG Second Amendment Scenario C
Payment Schedule Page 3 of 6
The additional fixed fee for the annual certification and maintenance of the Supplemental
Big Coppitt and Duck Key Special Assessment Tax Rolls and online database
established is $750 per year for a total fixed fee of$30,500 for the Stock Island, Big
Coppitt and Duck Key, Supplemental Big Coppitt and Duck Key, and Cudjoe Regional
Central Inner Island Programs.
Once GSG certifies delivery of the Cudjoe Regional Central Inner Islands final Non-ad
Valorem Assessment Tax Roll and the Supplemental Big Coppitt and Duck Key Tax Roll
to the Tax Collector, Monroe County will make payments for the additional annual
services inFY2O13 according to the following schedule:
January2O13 25% of fixed fee ($7.625)
Apri| 2O13 25Y6of fixed fee ($7.625)
Ju/y2O13 2596of fixed fee ($7.625)
Gephommber2O13 25% of fixed fee ($7.625)
The option to extend the annual services for an additional five year period is reserved.
An amendment should be adopted prior to April 2013 to establish responsibility for
annual services and database maintenance in2O14 through 2O18. The fixed fee for
annual service and database management following implementation of the Cudjoe
Regional Outer Island Program is $42.250.
The Stock Island Aooeoonnen1 Program began in 2004 and had 5. 10. and 20 year terms.
The Stock Island Program has final years of collection in2OO8. 2O13. and 2O23. The Big
[|oppitt and Duck Key Program began in2OO7 and had a2O year term with the final
collection year in2O26. The [|udioe Regional Central and Supplemental Big [|oppittand
Duck Key Program if started in 2012 with a 20 year term will have a final year collection
in2O31.
Task 7: Development and implementation of the non-ad valorem special
assessment program for the Supplemental Big Coppitt and Duck Key Program on
the 2012tax bill.
ATTACHMENT C/QSG Second Amendment Scenario C
Payment Schedule Page 5ofS
GSG Second Amendment
Payment Schedule Scenario D
Task 6: Annual services to certify Stock Island, Big Coppitt, and Duck Key Non-ad
Valorem Special Assessment Tax Rolls for 2012 tax year and annual services to
additionally certify the Supplemental Big Coppitt and Duck Key Non-ad Valorem
Special Assessment Tax Rolls for 2013 tax year.
The fixed fee for annual certification and maintenance of the Stock Island, Big Coppitt,
and Duck Key Non-ad Valorem Special Assessment Tax Rolls and online database
established in the April 15, 2009 GSG Agreement is $23,500 per year.
Monroe County will continue to make payments in FY2012 according the following
schedule established in the GSG First Amendment:
January 2012 25% of fixed fee ($5,875)
April 2012 25% of fixed fee ($5,875)
July 2012 25% of fixed fee ($5,875)
September 2012 25% of fixed fee ($5,875)
The supplemental Big Coppitt and Duck Key tax roll will be delivered annually to the tax
collector as a separate tax roll. Although the parcels are located in the Big Coppitt and
Duck Key service Areas, the tasks associated with certification of the tax roll including
creating the tax roll based on the prior year roll, removing prepayments updated in the
online database, allocating EDUs for split or joined parcels, and certification/delivery of
the tax roll have to be replicated.
The additional fixed fee for the annual certification and maintenance of the Supplemental
Big Coppitt and Duck Key Special Assessment Tax Rolls and online database
established is $750 per year for a total fixed fee of$2 ,2 0 for the Stock Island, Big
Coppitt and Duck Key, Supplemental Big Coppitt and Duck Key, and Cudjoe Regional
Central Inner Island Programs.
ATTACHMENT B/GSG Second Amendment Scenario D
Payment Schedule Page 1 of 3
Once GSG certifies delivery of the CudVe Regional Central Inner Islands final Non-ad
Valorem Assessment Tax Roll and the Supplemental Big Coppitt and Duck Key Tax Roll
to the Tax Collector, Monroe County will make payments for the additional annual
services inFY2O13 according to the following schedule:
Januory2O13 25% of fixed fee ($6,062.50)
Apri| 2U13 25% of fixed fee /$6.062.50\
Ju|y2U13 25% of fixed fee /$6^062.50\
Septomnber2U13 25% of fixed fee /$m,062.50\
The option to extend the annual services for an additional five year period is reserved.
An amendment should be adopted prior to April 2013 to establish responsibility for
annual services and database maintenance in2O14 through 2O18.
The Stock Island Assessment Program began in 2004 and had 5. 10. and 20 year terms.
The Stock Island Program has final years of collection in2OO8. 2U13, and 2U23. The Big
Coppitt and Duck Key Program began in2OO7 and had o2O year term with the final
collection year in2U2G. The Cudioe Regional Central and Supplemental Big Coppiftand
Duck Key Program if started in 2012 with a 20 year term will have a final year collection
in2O31.
Task 7: Development and implementation o9 the non-ad valorem special
assessment program for the Supplemental Big Coppitt and Duck Key Program on
the 2012tax bill.
Monroe County provided data by parcel id for the Big CoppiU/L]uck Key Service Areas
and permits issued between October 1. 2006 through July 26. 2011 for Big Coppitt,
Shark Key and Duck Key to GSG. The list of permits likely to require wastewater
service, titled Engineering "WASTE" Review Stop Permit Types was also provided.
The fixed fee to develop and certify the supplemental Big Coppift and Duck Key Non-ad
Valorem Special Assessment Tax Rolls is $3.000.
ATTACHMENT B/GS@ Second Amendment Scenario O
Payment Schedule Page 2of3
BOARDOF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: 4/18/12 Division: Public Works/En ing eerin
Bulk Item: Yes __-- No X Department: Wastewater
Staff Contact Person/Phone#: Elizabeth Wood/453-8795
AGENDA ITEM WORDING: Approval of Second Amendment to Contract for Consulting Services
with Government Services Group, Inc. for the development and implementation of the Non-Ad
Valorem Assessment Programs for the Cudjoe Regional Central and Supplemental Big Coppitt and
Duck Key Programs based on contract scenario selected by the Board of County Commissioners
(BOCC).
ITEM BACKGROUND: The State of Florida FYI General Appropriation Act if approved requires
construction contract(s) for unincorporated Monroe County wastewater projects by March 1, 2013.
The preliminary cash flow analysis for the associated Cudjoe Regional Central System construction
schedule requires the availability of local System Development Fee (SDF) Revenue in FYI 3. Revenue
for a 2012 tax roll to collect SDFs as special assessments will be available for project construction
beginning in FY 13. Statutory hearing and notice requirements to deliver a non-ad valorem tax roll to
the tax collector for the 2012 tax year requires that the Cudjoe Non-ad Valorem Assessment Program
be started now. An amendment for these consulting services is necessary to meet this proposed
construction schedule. Reducing the scope to annual services and development of the Supplemental
Big Coppitt and Duck Key tax rolls was planned prior to the potential State of Florida FY13
Appropriation.
PREVIOUS RELEVANT BOCC ACTION: On December 14, 2011 the BOCC adopted Resolution
No. 440b-2011 establishing the BOCC's intent to use the uniform method of collecting non-ad
valorem special assessments on the 2012 tax bill for the provision of wastewater utility services. The
BOCC previously adopted the following notice of intent resolutions: 568-2007, 515-2008, 463-2009
and 469-2010. The BOCC entered into the Agreement and First Amendment for Consulting Services
for Development and Administration of Non-Ad Valorem Assessment Program in 2009 and 2011
respectively. The non-ad valorem tax rolls were developed both years but were not implemented due
to lack of funding.
CONTRACT/AGREEMENT CHANGES: Contracts for four scenarios and associated costs are
described in the cover memo. Scenarios A, B, and C include: Tasks 1-5 for the development and
implementation of the Cudjoe Regional Central Non-ad Valorem Assessment Program; Task 6 for the
Stock Island, Big Coppitt, and Duck Key annual roll certification and database management; and Task
7 for development and implementation of the Supplemental Big Coppitt and Duck Key tax roll.
Scenario D includes Task 6 and 7 only.
STAFF RECOMMENDATIONS: Approval as stated.
TOTAL COST: up to $77 835 FY12 INDIRECT COST: BUDGETED: Yes X No
(up to $49,833 in FYI 3 and up to $42,250 per year in FY 14 through FY 18)
DIFFERENTIAL OF LOCAL PREFERENCE:
COST TO COUNTY: see note SOURCE OF FUNDS: initial MSTU
note -the administrative consulting fees are paid by parcel owner as part of the annual assessment
REVENUE PRODUCING: Yes X No AMOUNT PER MONTH Year
APPROVED BY: County Atty OMB/Purchasing Risk Management
DOCUMENTATION: Included X Not Required
DISPOSITION: AGENDA ITEM#
Revised 7/09
Engineering Divisions;,,
MEMORANDUM /
To: Kevin Wilson w
From: Elizabeth Wood - Sr. Administrator, Sewer Projects
Date: 4/10/2012
Re: Direction on GSG Second Amendmentv l nt and
Administration of - I r Wastewater Assessment Program
for the CudjoeRegional Central Service Area
Three versions of the GSG Secondn have been prepared for discussion an
selection based on the Cudjoe Regional Central Service AreaAssessment ro a
Scenarios described in the tableto
1 fo /
f /
Cudjoe Regional(Lower Sugarloaf North to Big Pine Key)on 2012 Tax
A Bill,Supplemental Big Coppitt and Duck Key on 2012 Tax Bill and 2012- $118,585
2013 Annual Services
Cudjoe Inner Islands(Upper Sugarloaf North to Summerland Key)on
B 2012 Tax Bill,Supplemental Big Coppitt and Duck Key on 2012 Tax Bill $107,502
and 2012-2013 Annual Services
Cudjoe Inner Islands(Upper Sugarloaf North to Summerland Key)and
C Supplemental Big Coppitt and Duck Key on 2012 Tax Bill,Cudjoe Outer $1 5
Islands(Lower Sugarloaf plus Ramrod, Middle Torch and Big Pine Key)on s
2013 tax bill and 2012-2013 Annual Services
Supplemental Big Coppitt and Duck Key on 2012 Tax Bill and 2012-2013
D 50
Annual Services
$5 ,7
Each scenario also includes development and implementation of the Supplemental Big
Coppitt nDuck Key tax roll on the 2012 tax bill and annual delivery of the existing Stock
Island, i o i , and Duckrolls to the Tax Collector for the 2012 nd 2013 tax
arse Scenario D is limited the consulting services necessary for implementation of the
Supplemental i o itt and Duck Key Program and continuance of the 212_2013
annual services.
April 10, 2012
Direction from the BOCC is necessary to develop and deliver the Cudjoe Regional Non-Ad
Valorem Tax Roll by the September 15, 2012 deadline. It is anticipated that the Initial
Assessment Resolution authorizing the first class notice mailing will be adopted in June and
the Final Assessment Resolution hearing will be held in July with prepayment collection
through August 24. A detailed description of each scenario and FY1 2-13 projected
expenditures are provided for reference.
Scenario A—Assess Cudjoe Regional (Lower Sugarloaf North to Big Pine Key) on
2012 Tax Bill, Supplemental Big Coppitt and Duck Key on 2012 Tax Bill and 2012-
2013 Annual Services
Scenario A is for the development and implementation of the Non-Ad Valorem Wastewater
Special Assessment Program for the Cudjoe Regional Central Service Area. The Cudjoe
Regional Central Service Area extends from Lower Sugarloaf north to Big Pine Key and
includes approximately 7,126 parcels. The Cudjoe Regional Central Service Area
boundaries were updated by BOCC on January 28, 2009 to include the Master Plan hot
spots and those colds s for which it was more cost effective at the time to include in the
central sewer service area.
The fixed fee for Task 1-5 necessary for the development and implementation of the Non-Ad
Valorem Tax Roll for the Cudjoe Regional Central Service Area (Lower Sugarloaf North to
Big Pine Key) on 2012 tax bill is $42,000. The FY1 2 fixed fee for Task 6 annual services for
roll certification and database management for the Stock Island, Big Coppitt, and Duck Key
Service Areas is$23,500. This is the same fee contracted in the Agreement approved April
15, 2009 and the it Amendment approved January 19, 2011. The fixed fee for Task 7
necessary for the development and implementation of the Non-Ad Valorem Tax Roll for the
Supplemental Big Coppitt and Duck Key Tax Roll is$3,000. The FY13 fixed fee for Task 6
annuals is s once the Non-Ad Valorem Tax Rolls for the Cudjoe Regional Central and
the Supplemental Big Coppitt and Duck Key are certified to the tax collector is $40,750. The
FY1 2 projected expenditure is$77,835. The FY1 3 projected expenditure is $40,750.
FY12 Tasks 1-5 Development and Implementation Assessment Program $42,000
FY12 First Class Notice Mailing($1.31 x 7,126)* $9,335
FY12 Tasks 1-5 and MaIlhon 1. $51,335
FY12 Task 6 Annual Services Stock island, Big Coppitt, and Duck Key $23,500
FY12 Task 7 Development 22d Im lamentation of Sueelemental Big Cogpitt and Duck Key Program $3,000
FY12 Total Tasks 1-7 Anticipated Ex encliture $77,835
FY13 Task 6 Annual Svcs Stock Island, Big Coppitt, Duck Key,Supplemental and Cudjoe Regional $40,750
,FY12-13 Total Expenditure Tasks 1-7 $118.5851
Mailing requires$1.31/first class notice;estimated$9,335 in addition to fee of$42,000 for Tasks 1-5
Page 2 of 5
April 10, 2012
Scenario B—Assess Cudjoe Inner Islands (Upper Sugarloaf North to Summerland
Key) on 2012 Tax Bill, Supplemental Big Coppitt and Duck Key on 2012 Tax Bill and
2012- 2013 Annual Services
Scenario is for the development and implementation of the Non-Ad Valorem Wastewater
Special Assessment Program for the Cudjoe Regional Central Inner Islands(Upper
Sugarloaf north to Summedand Key).
The fixed fee for Task 1-5 necessary for the development andimplementation theNon-Ad
Valorem oll for the Cudjoe Regional Central Inner Islands (Upper Sugarloaf north to
Summerland )on the 2012 tax bill is $36,000. The FY1 2 fixed fee for Task 6 annual
services for roll certification and database management for the Stock Island, ! Coppitt,
and Duckis r is $23,500. The fixed fee for Task 7 necessaryfor the
development and implementation the Non-Ad Valorem Tax Roll for the Supplemental Big
Coppitt uck Key Tax Roll is $3,000. The FY1 3 fixed fee for Task 6 annual services
once the Non-Ad Valorem Tax Rolls for the sub-service area from r Sugarloaf north to
Summerland Key and the Supplemental Big Coppittand Duck Key tax rolls are certified o
the tax collector is $30,500. The FY12 projecteda it r is $66,002. The FY13
projected it is $30,500.
gg
FY12 Tasks 1-5 Development and Implementation of the Cudjoe Inner Islands Assessment Program $36,000
FY12 First Class Notice Mailing($1.31 x 2,673)* $3,502
FY12 Tasks 1-5 and $39,502
FY12 Task 6 Annual Services Stock Island, Big Coppitt, and Duck Key $23,500
FY12 Task 7 Development and Implementation of the Supplemental Big Coppitt and Duck Key Program $3,000
FY12 Total Tasks 1-7 Antici ate d Ex end iture $66,002
110
FY13 Task 6 Annual Svcs Stock Island, Big Coppitt&Supplemental, Duck Key and Cudjoe Inner Islands $30,500
FY12-13 Total Expenditure Tasks 1-7 $96,502
* Mailing requires$1.31ffirst class notice®estimated$3,502 in addition to fee of$36,000 for Tasks 1-5
Scenario C—Assess Cudjoe Inner Islands (Upper Sugarloaf North to Summerland
Key) and Supplemental Big Coppitt and Duck Key on 2012 Tax Bill, Cudjoe Outer
Islands (Lower Sugarloaf plus Ramrod North to Big Pine Key) on 2013 Tax Bill and
2012-2013 Annual Services
Scenario C is for the development and implementation of theNon-Adlore Wastewater
Special Assessment Program for the CudjoeRegional Central Service Areain two phases.
Under Scenario C, the Cudjoe Inner Islands (Upper Sugarloaf North to Summeriande )
tax roll delivery is scheduled for the 2012tax bill and the CudjoeOuter Islands (Lower
Page 3 of 5
April 10, 2012
Sugarloaf plus Ramrod North to Big Pine Key)tax roll delivery is scheduled for the 2013 tax
bill.
The fixed fee for Task 1-5 necessary for the development and implementation of the Non-Ad
Valorem Tax Roll for the Cudjoe Regional Central Inner Islands (Upper Sugarloaf north to
Surnmerland Key) is $369000. The FY1 2 fixed fee for Task 6 annual services for roll
certification and database management fort Stock Island, Big Coppitt, and Duck Key
Service Areas is$23,500. The fixed fee for Task 7 necessary for the development and
implementation of the Non-Ad Valorem Tax Roll for the Supplemental Big Coppitt and Duck
Key Tax Roll is$3,000. The FY1 3 fixed fee for as 6 annual services one the Non-Ad
Valorem Tax Rolls for the Cudjoe Inner Islands the Supplemental Big Coppitt and Duck Key
tax rolls are certified tot tax collector is $30,500.
The fixed fee for Task 1-5 necessary for the development and implementation of the Non-Ad
Valorem Tax Roll fort Cudjoe Regional Central Outer Islands (Lower Sugarloaf plus
Ramrod North to Big in Key) is $18,000. The FY14 fixed fee for Task 6 annual services
once the Non-Ad Valorem Tax Rolls fort Cudjoe Outer Islands are certified to the tax
collector is $42,250.
The FY12 projected expenditure is$70,502. The FY13 projected expenditure is $49,833.
FY12 Tasks 1.-5 Development and Implementation e Cudjoe Inner Islands Assessment Program $36,000:
..............—
FY12 First Class Notice Mailing($1.31 x 2,673)* $3,502
FY12 Milestone I Cud'oe Re lonall tJuter Islands $4,500
FY12 Tasks 1-5 and Mailin s $44,002
—B CL�dioe Inner Island
FY12 Task 6 Annual Services Stock Island, Big Coppitt, and Duck Key $23,500
FY12,Task-7Devel,o2ment and.11=Iementation of the Su lemental l31 Co 6tt an, Duck Kev Pro ram
FY12 Total Tasks 1-6 Antici ated Ex enditure under GSG Agreement Al,pril 15,2009 $70,502
ggig l:11
M
FY13 Task 1-5 Development and implementation of the Cudjoe Outer Islands Assessment Pro ram $13,500
FY13 First Class Notice Mailing $5,833
FY13 Task 6 Annual Svcs Stock Island, Big Coegitt& Supelemental, Duck Key and Cudloe Inner Islands $30,500
FY12-13 Total Expenditure Tasks 1-7 $120,335
FY14 Task 6 Annual Svcs Stock Island, Big Coppitt, Duck Key,Supplemental and Cudjoe Regional $42,250
*Mailing requires$1.31/first class notice;estimated$9,335 in addition to fee of$54,OW for Tasks 1-5 for inner Islands on 2012 tax
bill and Outer Islands on 2013 tax bill
Scenario D®Assess Supplemental Big Coppitt and Duck Key on 2012 Tax Bill and
Annual Services
Scenario D is anticipated if Cudjoe Regional Central System construction contracts are not
required by March 1, 2013. System Development Fee collection is required for those
parcels on Big Coppitt and Duck Key that developed after the adoption of the Final
Assessment Resolution in September 2007 and before the adoption oft e Capacity Fee
Page 4 of 5
April 10, 2012
Resolution in June 2010. This collection is proposed as a Supplemental Roll tot Big
Co tt and Duck Key Programs.
Task 7 is for the development and implementation of the Supplemental Big Coppitt and
Duck Key Tax Roll in 2012. The FY12 fixed fee for Task 7 Supplemental Big Coppitt and
Duck Key Tax Roll in 2012 is $3,000. The FY12 fixed fee for Task 6 annual services for roll
certification and database management for the Stock Island, Big Coppitt, and Duck Key
Service Areas is$23,500. The FY1 3 fixed fee for Task 6 annual services one the Non-Ad
Valorem Tax Rolls for the Supplemental Big Coppitt and Duck Key programs are certified to
the tax collector is $24,250.
The FY1 2 projected expenditure is $26,500, The IFY1 3 projected expenditure is $24,250.
FY12 Task 6 Annual Services Bi
I Cop it,_buck_Key_and Stock Island $23,500
FY12 Task 7 Development and implementation of the SuEplementalal Big Coppitt Program $3,000
FY12 Total Tasks 1-6 Ant'd ated Ex enditure under GSG Agreement April 15,2009 $26,500
,FY13 Task 6AnnuM Svcs Stock island,13,1117 Co itt upplemental,and Duck Key $24,250
FF 7Y1Z-14 Total Expenditure Tasks 6-7 $50,7501
Page 5 of 5
GSG Second Amendment Scenario A
MONROE C(')I.NTY BOARI) OF COUNTY COMMISSIONERS
CONTRACTSUMMARY
Contract with: GSG Contract# Second Amendment
...................................................... ...........I I..........
Effective Date: Apri 118,2012
Expiration Date: �e. e!Eber 116,2013
Contract]"'Urpose/Description:
This Contract Summary is for the Second Amendment to GSG Agreement and First
Amendment for Consulting Services for Development and Administration of Non-Ad
Valorem Assessment Program,adopted April 15, 2009 and Januasy 19, 2011,
respectively. Specifically, this is for Scenario A Assess Cudjoe Regional Central
(L,ower Sugarloaf North to Big Pine Key) and Supplemental Big Coppitt and Duck Key
on 2012 Tax Bill and 2012 - 2013 Annual Services. Breakout of contract value provided
in AI S cover memo.
Contract Manager: Elizabeth Wood 8795 Wastewaler/06
(Marne) (Ext.) (Depart.inent/Stop#)
for BOCC n i eet i ri; on April 18�, 2012 Ajetub Deadline: ACrfl 3, 2012
........................—.—
CONTRACT COSTS
Total Dollar Value ot'Contract: $ $118,585 Current Year Portion: $ 77,853
Budgeted? YesE] NoE] Acco"i ji'—itC`od-e-s"-: - 172 55006 530340 - ..................
Grant: $ 171-55005-530340- -
County Nl7ich: $——------------------ 310-550111-530340-,
............................................... ................... ...................................... I............. I...............................
311-55012-530340-—--—------------------
ADDITIONAL COSTS
Estimated Ongoing Costs: $ 401,750/pr For: Atuival ser°vices
Not included in diolhu value above), ........... maintenance,
CONTRAFT REVIEW
Changes Date Out
Date In Needed Reviewer
Division Director Yes[:]No[-"j .................................................................. ............................
RiskManagement Yes Ej NoLi .....................................................................................................................
O.M.B./Purchasing YesD Non..... ........
County Attomey YesID NoL] --- -—--- ------------
Comments:
................................ ..............
OMB Form Revised 2/27/01 MCP#2
SECOND AMENDMENT TO CONTRACT
FOR CONSULTING SERVICES
for
Development and Administration of Non-Ad Valorem Assessment Program
This Amendment is made and entered into this 18th day of April, 2012, by and
between Monroe County and Government Services Group, Inc. (GSG), in order to
amend the Agreement between the parties dated April 15, 2009 and the First
Amendment between the parties dated January 19, 2011 for non-ad valorem
assessment services.
WITNESSETH:
WHEREAS, on January 19, 2011 the parties entered into the FIRST
AMENDMENT TO CONTRACT FOR CONSULTING SERVICES for Development and
Administration of Non Ad-Valorem Assessment Program herein referred to as GSG First
Amendment; and
WHEREAS, the GSG First Amendment is included as Attachment A/GSG
Second Amendment— GSG First Amendment executed January 19, 2011 and GSG
Agreement executed April 15, 2009; and
WHEREAS, on April 15, 2009 the parties entered into the AGREEMENT FOR
CONSULTING SERVICES for Development and Administration of Non Ad-Valorem
Assessment Program herein referred to as GSG Agreement; and
WHEREAS, the GSG Agreement was included as Attachment A to the First
Amendment; and
WHEREAS, the GSG Agreement included Tasks 1-5 necessary for the
development and implementation of the non-ad valorem special assessment program for
the Cudjoe Regional Service Area for a fixed fee of a fixed fee of$55,080 plus $1.28/
first class notice mailed and Task 6 for the annual maintenance and certification of the
non-ad valorem special assessment programs for a fixed fee of$23,500/year prior to
implementation of the Cudjoe program and $40,000/year once annual services are
required for the Cudjoe program; and
WHEREAS, the funding plan for the Cudjoe Regional Central Wastewater
System was incomplete in 2009 and partial payments for Tasks 1-5 totaling $35,802
were paid to under the GSG Agreement; and
WHEREAS, Tasks 1-5 necessary for the development and implementation of the
non-ad valorem special assessment program for the Cudjoe Regional Service Area
continued under the GSG First Amendment for a revised total fixed fee of$35,000 which
included the remaining $19,278 from the GSG Agreement and the additional fixed fee of
1 of 4
GSG Second Amendment Scenario A
$15,722 added by the GSG First Amendment to update the 2009 preliminary tax roll and
provide additional services; and
WHEREAS, the funding plan for the Cudjoe Regional Central Wastewater
System was incomplete in 2011 and partial payments for Tasks 1-5 totaling $26,250
were paid to under the GSG First Amendment during FY 2011; and
WHEREAS, the Monroe County Board of County Commissioners intends to
implement, the Cudjoe Regional Central Non-Ad Valorem Assessment Program for the
2012 tax year following approval of the State of Florida proposed Fiscal Year 2012-13
appropriation for unincorporated Monroe County Wastewater projects; and
Whereas, of the $70,802 Initial Contract and First Amendment revised fixed fee
to develop and implement the Cudjoe Regional Assessment Program for Tasks 1-5,
$62,052 was paid to GSG; and
WHEREAS, Tasks 1-5 necessary for the development and implementation of the
non-ad valorem special assessment program for the Cudjoe Regional Central Service
Area from Lower Sugarloaf north to Big Pine Key requires updating the 2011 preliminary
tax roll of over 7,000 parcels with current property appraiser parcel data including Real
Estate Identification Numbers and Parcel Codes; and
WHEREAS, the Equivalent Dwelling Unit allocations for commercial properties
are based on 2009 water consumption; and
WHEREAS, the Non-Ad Valorem Assessment Program requires adequate lead
time to update the preliminary tax roll, hold/advertise the statutory hearings, and collect
prepayments; and
WHEREAS, development of non-ad valorem special assessment programs
usually begins in the beginning of the calendar year; and
WHEREAS, GSGs fee for Tasks 1-5 necessary for the development and
implementation of the non-ad valorem special assessment program for the Cudjoe
Regional Central Service Area from Lower Sugarloaf north to Big Pine Key for the 2012
tax bill is $42,000; and
WHEREAS, Task 6 is for the annual maintenance and certification of the non ad-
valorem special assessment rolls; and
WHEREAS, the fixed fee for Task 6 annual services for the Stock Island, Big
Coppitt and Duck Key Service Areas for the 2012 tax bill is $23,500; and
WHEREAS, the fixed fee for Task 6 annual services including the Cudjoe
Regional Central Program and the Supplemental Big Coppitt and Duck Key Programs
for the 2013 tax bill is $40,750; and
WHEREAS, annual services for the Cudjoe Regional Service Area are not
needed until adoption of the Final Assessment Resolution(s) for Cudjoe Regional and
Supplemental Big Coppitt and Duck Key Programs; and
2 of 4
GSG Second Amendment Scenario A
WHEREAS, Task 0 of GSG Agreement includes an option to extend for an
additional five year period following the inUUm| five year period for the annual services;
and
VVHEREAS. Resolution 108-2011 establishes the Capacity Fee for the Big
Coppitt and Duck Key service areas; and
VVHEREAS, a supplemental non-ad valorem special aoaeoornant tax nn|| is
necessary to collect Capacity Fees for those properties that received building permits
requiring initial or additional wastewater service between adoption of the Final
Assessment Resolution on September 10. 2007 for the Big Coppitt & Duck Key Service
Areas and adoption nf the Capacity Fee Resolution on June 15. 2011; and
VVHEREAS, the development and implementation of the supplemental non-ad
va|onorn assessment roll for the Big Coppitt and Duck Key for the 2012 tax year is
referred boae Task 7; and
VVHEREAS. GSGefee for Task 7 is $3.000; and
VVHEREAS, the fixed fee for Task G includes $750 for the Supplemental Big
CoppiM and Duck Key annual services; and
IN CONSIDERATION of the mutual promises contained henein, the parties
hereby agree aefollows:
1. Monroe County and G8G agree that no further payment for GGGFirst
Amendment Tasks 1-5 specified at $35,000 is authorized as of the date of this
Second Amendment.
2. Monroe County agrees bo pay $42.000 for Second Amendment Tasks 1-5
necessary for the development and implementation of the non-ad valorem
special assessment program for the Cudjoe Regional Central Service Area from
Lower Sugarloaf north to Big Pine Key and $1.31/per notice on the 2012 tax bill.
3. Monroe County agrees to continue to pay $23.50O/yearin quarterly installments
for Task 6 annual services for the 2012 tax year, as set forth in the Agreement
and First Amendment.
4. Following the delivery of the Cudioe Regional Central Service Area and
Supplemental Big CoppiMand Duck Key Tax Ro||e. Monroe County agrees to pay
an additional $16,500/year for Task 6 Cudjoe Regional Central annual services
and $750/vear for Task 0 Supplemental Big Coppitt and Duck Key annual
services for the 2013 tax year, which, when added to the amount in paragraph 4
above, is a total of$40.750/year.
5. Monroe County and G8G acknowledge the option to amend this Agreement
when it becomes necessary to extend Task 8 annual services for the Stock
Island, Big Coppitt. and Duck Key, and Supplemental Big Coppitt and Duck Key
Programs for the 2O14 tax year.
3of4
GSG Second Amendment Scenario A
6. Monroe County agrees to pay $3,000 for Task 7 development and
implementation of the Supplemental Big Coppitt and Duck Key tax rolls for the
2012 tax bill.
7. Monroe County agrees to pay for Task 1-5, 6, and 7 in accordance with the GSG
Second Amendment Payment Schedule provided in GSG Second
Amendment/Attachment B.
8. All other provisions of the contract entered April 15, 2009 as amended by the
First Amendment between the parties dated January 19, 2011 for non-ad
valorem assessment services which are not inconsistent herewith shall remain in
full force and effect.
IN WITNESS WHEREOF, each party has caused this Agreement to be executed by its
duly authorized representative on the day and year first above written.
(SEAL) BOARD OF COUNTY
COMMISSIONERS
Attest: DANNY L. KOLHAGE, Clerk OF MONROE COUNTY, FLORIDA
By:
By:
Deputy Clerk Mayor/Chairman
Date:
(Seal) CONSULTANT
Attest:
BY: By:
Title: Title:
END OF AGREEMENT
4 of 4
GSG Second Amendment Scenario A
GSG Second Amendment Scenario B
MONROE CSC: tTNTY BOARD OF("1OIJNTY COMMISSIONERS
CONTRACT SUMMARY
Contract with: GSG Contract# Second Amendment
.................................... .............................................................................................. ........................................... ----—----
Efiective Date: April 18,2012
........ ..... ,Expiratio D n ate: ..S�p� er 16,2013
Contract Purpose/Descriptio,tv
This Contract Summary is for the Second Amendment to GSG Agreement,and First
Amendment for ConSUltifIg Services for Development and Administration of Non.-Ad
Valorem Assessment Program adopted April 15,2009 and.lanually 19, 2011,
respectively. Specifically,this is for Scenario B Assess Cudjoe Regional Central
Inner Islands(Upper-Sugarloaf North to Surnmerland)and Supplemental Big Coppitt
and Duck Key on 2012 "Tay Bill and 2012 - 2013 Annual Services. Breakout of contract
value provided in AIS cover memo.
Contract Managec Elizabetb Wood 8795 Wastewater/#26
(Name) (Ext.) D c p a r ft n nt/S I op#
for BOCC ntec-,firi4,on jLirii18,2012 Agulld,!i,Deadline: AL'J 3, 2012
CONTRACT COSTS
Total Dollar Value ofContract: $ $96,502 ("wrent Year Porlion: S $66,002
....................................................
Bud geted?'YesM No E] Accoujat'"Co'des:' 172 - 55006 530340 -
... ............... ...... ........................................
Grant: $ 171-55005-530340-
County Match: $ 310-55011-530340-
.................................
311-55012-530340-
ADDITIONAL COST'S
Estimated OngsAng Costs: $42,250/yr For: Annual services
I ....................... ...........................
2.!ot inchided in dollar valueabov�j . ................................. maintenance,utifities,janitorial,salaries,etc.)
CONTRACT REVIEW
Changes Date Out
Date In Needed Reviewer
Division Director Yes[]NoEl
.............
Risk anagement YesO NoEl -------- ...............................
O.M.B./Purchasing YesE-"I N(.)E'
_ .._- '.l -..................... ...............
Coti,nty Attomey Yes[-.] No[
.omrrients�
......... ........-.........................................................
OMB Form Revised 2/27/01 MCP#2
SECOND AMENDMENT TO CONTRACT
FOR CONSULTING SERVICES
for
Development and Administration of Non-Ad Valorem Assessment Program
This Amendment is made and entered into this 18th day of April, 2012, by and
between Monroe County and Government Services Group, Inc. (GSG), in order to
amend the Agreement between the parties dated April 15, 2009 and the First
Amendment between the parties dated January 19, 2011 for non-ad valorem
assessment services.
WITNESSETH:
WHEREAS, on January 19, 2011 the parties entered into the FIRST
AMENDMENT TO CONTRACT FOR CONSULTING SERVICES for Development and
Administration of Non Ad-Valorem Assessment Program herein referred to as GSG First
Amendment; and
WHEREAS, the GSG First Amendment is included as Attachment A/GSG
Second Amendment— GSG First Amendment executed January 19, 2011 and GSG
Agreement executed April 15, 2009; and
WHEREAS, on April 15, 2009 the parties entered into the AGREEMENT FOR
CONSULTING SERVICES for Development and Administration of Non Ad-Valorem
Assessment Program herein referred to as GSG Agreement; and
WHEREAS, the GSG Agreement was included as Attachment A to the First
Amendment; and
WHEREAS, the GSG Agreement included Tasks 1-5 necessary for the
development and implementation of the non-ad valorem special assessment program for
the Cudjoe Regional Service Area for a fixed fee of a fixed fee of$55,080 plus $1.28/
first class notice mailed and Task 6 for the annual maintenance and certification of the
non-ad valorem special assessment programs for a fixed fee of$23,500/year prior to
implementation of the Cudjoe program and $40,000/year once annual services are
required for the Cudjoe program; and
WHEREAS, the funding plan for the Cudjoe Regional Central Wastewater
System was incomplete in 2009 and partial payments for Tasks 1-5 totaling $35,802
were paid to under the GSG Agreement; and
WHEREAS, Tasks 1-5 necessary for the development and implementation of the
non-ad valorem special assessment program for the Cudjoe Regional Service Area
continued under the GSG First Amendment for a revised total fixed fee of$35,000 which
included the remaining $19,278 from the GSG Agreement and the additional fixed fee of
$15,722 added by the GSG First Amendment to update the 2009 preliminary tax roll and
provide additional services; and
1 of 4
GSG Second Amendment Scenario B
WHEREAS, the funding plan for the Cudkoa Regional Central Wastewater
System was incomplete in2O11 and partial payments for Tasks 1-5 totaling $28.250
were paid ho under the GSG First Amendment during FY2O11; and
WHEREAS, the Monroe County Board of County Commissioners intends ho
implement, the Cudjoe Regional Inner Islands Non-Ad Valorem Assessment Program for
the 2012 tax year following approval of the State of Florida proposed Fiscal Year 2012-
13 appropriation for unincorporated Monroe County Wastewater projects; and
Whereas, of the $70,802 1 nitial Contract and First Amendment revised fixed fee
to develop and implement the Cudjoe Regional Assessment Program for Tasks 1-5,
$62.052 was paid toGSG; and
WHEREAS, Tasks 1-5 necessary for the development and implementation of the
non-ad valorem special assessment program for the Cudjoe Regional Inner Islands
Service Area requires updating the 2011 preliminary tax roll of over 2.000 parcels with
current property appraiser parcel data including Real Estate Identification Numbers and
Parcel Codes; and
WHEREAS, the Equivalent Dwelling Unit allocations for commercial properties
are based on2O09 water consumption; and
WHEREAS, the Non-Ad Valorem Assessment Program requires adequate lead
time to update the preliminary tax no||, hold/advertise the statutory hearings, and collect
prepayments; and
WHEREAS, development of non-ad valorem special assessment programs
usually begins in the beginning of the calendar year; and
WHEREAS, GSGufee for Tasks 1-5 necessary for the development and
implementation of the non-ad valorem special assessment program for the Cudjoe
Regional Inner Islands Service Area for the 2O12 tax bill is $36.000; and
WHEREAS, Task 6 is for the annual maintenance and certification of the non ad-
valorem special assessment rolls; and
VVHEREAS, the fixed fee for Task O annual services for the Stook Island, Big
Coppitt and Duck Key Service Areas for the 2012 tax bill is $23.500; and
VVHEREAS, the fixed fee for Task 0 annual services for the Cudjoe Regional
Inner Islands Program is $0.250 for the 2013tax bill and the Supplemental Big Coppitt
and Duck Key Programs is $75O for the 2O13 tax bill for a total of$30.500; and
VVHEREAS, annual services for the Cudioe Regional Central Service Area are
not needed until adoption of the Final Assessment Resolution(s) for the Cudjoe Regional
Central Program; and
WHEREAS, Task O of GSG Agreement includes an option to extend for an
additional five year period following the initial five year period for the annual services;
and
VVHEREAS. Resolution 168-2011 establishes the Capacity Fee for the Big
Coppitt and Duck Key service areas; and
2 of
GSG Second Amendment Scenario B
WHEREAS, a supplemental non-ad valorem special assessment tax roll is
necessary to collect Capacity Fees for those properties that received building permits
requiring initial or additional wastewater service between adoption of the Final
Assessment Resolution on September 10, 2007 for the Big Coppitt & Duck Key Service
Areas and adoption of the Capacity Fee Resolution on June 15, 2011; and
WHEREAS, the development and implementation of the supplemental non-ad
valorem assessment roll for the Big Coppitt and Duck Key for the 2012 tax year is
referred to as Task 7; and
WHEREAS, GSGs fee for Task 7 is $3,000; and
WHEREAS, annual services for the Supplemental Big Coppitt and Duck Key tax
rolls are not needed until adoption of the Final Assessment Resolution for the
Supplemental Big Coppitt and Duck Key Program; and
IN CONSIDERATION of the mutual promises contained herein, the parties
hereby agree as follows:
1. Monroe County and GSG agree that no further payment for GSG First
Amendment Tasks 1-5 specified at $35,000 is authorized as of the date of this
Second Amendment.
2. Monroe County agrees to pay $36,000 for Second Amendment Tasks 1-5
necessary for the development and implementation of the non-ad valorem
special assessment program for the Cudjoe Regional Inner Island Service Area
and $1.31/notice on the 2012 tax bill.
3. Monroe County agrees to continue to pay $23,500/year in quarterly installments
for Task 6 annual services for the 2012 tax year for the Stock Island, Big Coppitt,
and Duck Key Service Areas, as set forth in the Agreement and First
Amendment.
4. Following the delivery of the Cudjoe Regional Inner Islands and Supplemental
Big Coppitt and Duck Key Tax Rolls, Monroe County agrees to pay an additional
$6,250/year for Cudjoe Regional Inner Islands Task 6 annual services and
$750/year for Supplemental Big Coppitt and Duck Key Task 6 annual services in
2013, which, when added to the amount in paragraph 4 above, is a total of
$30,500/year.
5. Monroe County and GSG acknowledge the option to amend this Agreement
when it becomes necessary to extend Task 6 annual services for the Stock
Island, Big Coppitt, and Duck Key, and Supplemental Big Coppitt and Duck Key
Programs for the 2014 tax year.
6. Monroe County agrees to pay $3,000 for Task 7 development and
implementation of the Supplemental Big Coppitt and Duck Key tax rolls for the
2012 tax bill.
7. Monroe County agrees to pay for Task 1-5, 6, and 7 in accordance with the GSG
Second Amendment Payment Schedule provided in GSG Second
Amendment/Attachment B.
3 of 4
GSG Second Amendment Scenario B
8. All other provisions of the contract entered April 15, 2009 as amended by the
First Amendment between the parties dated January 19, 2011 for non-ad
valorem assessment services which are not inconsistent herewith shall remain in
full force and effect.
IN WITNESS WHEREOF, each party has caused this Agreement to be executed by its
duly authorized representative on the day and year first above written.
(SEAL) BOARD OF COUNTY
COMMISSIONERS
Attest: DANNY L. KOLHAGE, Clerk OF MONROE COUNTY, FLORIDA
By:
By:
Deputy Clerk Mayor/Chairman
Date:
(Seal) CONSULTANT
Attest:
BY: By:
Title: Title:
END OF AGREEMENT
4 of 4
GSG Second Amendment Scenario B
GSG Second Amendment Scenario C
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRACT SUMMARY
Contract with: GSG Contract # Second Amendment
Effective Date: April 18, 2012
Expiration Date: September 16, 2013
Contract Purpose/Description:
This Contract Summary is for the Second Amendment to GSG Agreement and First
Amendment for Consulting Services for Development and Administration of Non-Ad
Valorem Assessment Program adopted April 15, 2009 and January 19, 2011,
respectively. Specifically, this is for Scenario C —Assess Cudjoe Inner Islands (Upper
Sugarloaf North to Summerland Key) and Supplemental Big Coppitt and Duck Key on
2012 Tax Bill, Cudjoe Outer Islands (Lower Sugarloaf plus Ramrod North to Big Pine
Key) on 2013 Tax Bill and 2012 - 2013 Annual Services. Breakout of contract value
provided in AIS cover memo.
Contract Manager: Elizabeth Wood 8795 Wastewater/#26
(Name) (Ext.) (Department/Stop #)
for BOCC meetina on Aril 18, 2012 A ends Deadline: A ril 3, 2012
CONTRACT COSTS
Total Dollar Value of Contract: $ $120,335 Current Year Portion: $ 70,502
Budgeted? Yes® No ❑ Account Codes: _172 -_55006 -_530340_- -
Grant: $ 171-55005-530340_ _
County Match: $ 310-55011-530340- -
31.1-55012-530340_ _
ADDITIONAL COSTS
Estimated Ongoing Costs: $ 42,250/yr For: Annual services
Not included in dollar value above e . maintenance,utilities, janitorial,salaries,etc.
CONTRACT REVIEW
Changes Date Out
Date In Needed Reviewer
Division Director Yes❑ No❑
Risk Management Yes❑ No❑
O.M.B./Purchasing YesFj No❑
County Attorney Yes❑ No❑
Comments:
OMB Form Revised 2/27/01 MCP#2
SECOND AMENDMENT TO CONTRACT
FOR CONSULTING SERVICES
for
Development and Administration of Non-Ad Valorem Assessment Program
This Amendment is made and entered into this 18th day of April, 2012, by and
between Monroe County and Government Services Group, Inc. (GSG), in order to
amend the Agreement between the parties dated April 15, 2009 and the First
Amendment between the parties dated January 19, 2011 for non-ad valorem
assessment services.
WITNESSETH:
WHEREAS, on January 19, 2011 the parties entered into the FIRST
AMENDMENT TO CONTRACT FOR CONSULTING SERVICES for Development and
Administration of Non Ad-Valorem Assessment Program herein referred to as GSG First
Amendment; and
WHEREAS, the GSG First Amendment is included as Attachment A/GSG
Second Amendment—GSG First Amendment executed January 19, 2011 and GSG
Agreement executed April 15, 2009; and
WHEREAS, on April 15, 2009 the parties entered into the AGREEMENT FOR
CONSULTING SERVICES for Development and Administration of Non Ad-Valorem
Assessment Program herein referred to as GSG Agreement; and
WHEREAS, the GSG Agreement was included as Attachment A to the First
Amendment; and
WHEREAS, the GSG Agreement included Tasks 1-5 necessary for the
development and implementation of the non-ad valorem special assessment program for
the Cudjoe Regional Service Area for a fixed fee of a fixed fee of$55,080 plus $1.28/
first class notice mailed and Task 6 for the annual maintenance and certification of the
non-ad valorem special assessment programs for a fixed fee of$23,500/year prior to
implementation of the Cudjoe program and $40,000/year once annual services are
required for the Cudjoe program; and
WHEREAS, the funding plan for the Cudjoe Regional Central Wastewater
System was incomplete in 2009 and partial payments for Tasks 1-5 totaling $35,802
were paid to under the GSG Agreement; and
WHEREAS, Tasks 1-5 necessary for the development and implementation of the
non-ad valorem special assessment program for the Cudjoe Regional Service Area
continued under the GSG First Amendment for a revised total fixed fee of$35,000 which
included the remaining $19,278 from the GSG Agreement and the additional fixed fee of
$15,722 added by the GSG First Amendment to update the 2009 preliminary tax roll and
provide additional services; and
1 of 4
GSG Second Amendment Scenario C
WHEREAS, the funding plan for the Cudjoe Regional Central Wastewater
System was incomplete in 2011 and partial payments for Tasks 1-5 totaling $26,250
were paid to under the GSG First Amendment during FY 2011; and
WHEREAS, the Monroe County Board of County Commissioners intends to
implement, in phases, the Non-Ad Valorem Cudjoe Regional Central Inner and Outer
Islands Assessment Programs for the 2012 and 2013 tax years following approval of the
State of Florida proposed Fiscal Year 2012-13 appropriation for unincorporated Monroe
County Wastewater projects; and
Whereas, of the $70,802 Initial Contract and First Amendment revised fixed fee
to develop and implement the Cudjoe Regional Assessment Program for Tasks 1-5,
$62,052 was paid to GSG; and
WHEREAS, Tasks 1-5 necessary for the development and implementation of the
non-ad valorem special assessment program for the Cudjoe Regional Service Area
requires updating the 2011 preliminary tax roll of over 7,000 parcels with current
property appraiser parcel data including Real Estate Identification Numbers and Parcel
Codes; and
WHEREAS, the Equivalent Dwelling Unit allocations for commercial properties
are based on 2009 water consumption; and
WHEREAS, the Non-Ad Valorem Assessment Program requires adequate lead
time to update the preliminary tax roll, hold/advertise the statutory hearings, and collect
prepayments; and
WHEREAS, development of non-ad valorem special assessment programs
usually begins in the beginning of the calendar year; and
WHEREAS, GSGs fee for Tasks 1-5 necessary for the development and
implementation of the non-ad valorem special assessment program for the Cudjoe
Regional Inner Islands Service Area for the 2012 tax bill is $36,000; and
WHEREAS, GSGs fee for Tasks 1-5 necessary for the development and
implementation of the non-ad valorem special assessment program for the Cudjoe
Regional Outer Islands Service Area for the 2013 tax bill is $18,000; and
WHEREAS, Task 6 is for the annual maintenance and certification of the non ad-
valorem special assessment rolls; and
WHEREAS, the fixed fee for Task 6 annual services for the Stock Island, Big
Coppitt and Duck Key Service Areas for the 2012 tax bill is $23,500; and
WHEREAS, the fixed fee for Task 6 annual services for the Cudjoe Regional
Inner Islands Program is $6,250 for the 2013 tax bill and the Supplemental Big Coppitt
and Duck Key Programs is $750 for the 2013 tax bill for a total of$30,500; and
WHEREAS, the fixed fee for Task 6 annual services including the Cudjoe
Regional Outer Islands Service Area for the 2014 tax bill is $42,250; and
2 of 4
GSG Second Amendment Scenario C
WHEREAS, annual services for the Cudjoe Regional Central Service Area are
not needed until adoption of the Final Assessment Resolution(s) for the Cudjoe Regional
Central Program; and
WHEREAS, Task 6 of GSG Agreement includes an option to extend for an
additional five year period following the initial five year period for the annual services;
and
WHEREAS, Resolution 168-2011 establishes the Capacity Fee for the Big
Coppitt and Duck Key service areas; and
WHEREAS, a supplemental non-ad valorem special assessment tax roll is
necessary to collect Capacity Fees for those properties that received building permits
requiring initial or additional wastewater service between adoption of the Final
Assessment Resolution on September 10, 2007 for the Big Coppitt & Duck Key Service
Areas and adoption of the Capacity Fee Resolution on June 15, 2011; and
WHEREAS, the development and implementation of the supplemental non-ad
valorem assessment roll for the Big Coppitt and Duck Key for the 2012 tax year is
referred to as Task 7; and
WHEREAS, GSGs fee for Task 7 is $3,000; and
WHEREAS, annual services for the Supplemental Big Coppitt and Duck Key tax
rolls are not needed until adoption of the Final Assessment Resolution for the
Supplemental Big Coppitt and Duck Key Program; and
IN CONSIDERATION of the mutual promises contained herein, the parties
hereby agree as follows:
1. Monroe County and GSG agree that no further payment for GSG First
Amendment Tasks 1-5 specified at $35,000 is authorized as of the date of this
Second Amendment.
2. Monroe County agrees to pay $36,000 for Second Amendment Tasks 1-5
necessary for the development and implementation of the non-ad valorem
special assessment program for the Cudjoe Regional Inner Island Service Area
and $1.31 per notice on the 2012 tax bill.
3. Monroe County agrees to pay $18,000 for Second Amendment Tasks 1-5
necessary for the development and implementation of the non-ad valorem
special assessment program for the Cudjoe Regional Outer Island Service Area
and $1.31 per notice on the 2013 tax bill.
4. Monroe County agrees to continue to pay $23,500/year in quarterly installments
for Task 6 annual services for the 2012 tax year for the Stock Island, Big Coppitt,
and Duck Key Service Areas, as set forth in the Agreement and First
Amendment.
5. Following the delivery of the Cudjoe Regional Inner Islands and Supplemental
Big Coppitt and Duck Key Tax Rolls, Monroe County agrees to pay an additional
$6,250/year for Cudjoe Regional Inner Islands Task 6 annual services and
$750/year for Supplemental Big Coppitt and Duck Key Task 6 annual services in
3 of 4
GSG Second Amendment Scenario C
2013, which, when added to the amount in paragraph 4 above, is a total of
$30,500/year.
6. Monroe County agrees to pay an additional $11,750/year in 2014 for Task 6,
which, when added to the total amount in paragraph 5 above, is a total of
$42,250/year.
7. Monroe County and GSG acknowledge the option to amend this Agreement
when it becomes necessary to extend Task 6 annual services for the Stock
Island, Big Coppitt, and Duck Key, and Supplemental Big Coppitt and Duck Key
Programs for the 2014 tax year.
8. Monroe County agrees to pay $3,000 for Task 7 development and
implementation of the Supplemental Big Coppitt and Duck Key tax rolls for the
2012 tax bill.
9. Monroe County agrees to pay for Task 1-5, 6, and 7 in accordance with the GSG
Second Amendment Payment Schedule provided in GSG Second
Amendment/Attachment B.
10. All other provisions of the contract entered April 15, 2009 as amended by the
First Amendment between the parties dated January 19, 2011 for non-ad
valorem assessment services which are not inconsistent herewith shall remain in
full force and effect.
IN WITNESS WHEREOF, each party has caused this Agreement to be executed by its
duly authorized representative on the day and year first above written.
(SEAL) BOARD OF COUNTY
COMMISSIONERS
Attest: DANNY L. KOLHAGE, Clerk OF MONROE COUNTY, FLORIDA
By:
By:
Deputy Clerk Mayor/Chairman
Date:
(Seal) CONSULTANT
Attest:
BY: By:
Title: Title:
END OF AGREEMENT
4of4
GSG Second Amendment Scenario C
GSG Second Amendment Scenario D
MONROE COUNTY BOARD OF COUNTY COMMISSIONERS
CONTRA(.'.'T StJMIMARY
Contract with: GSG Contract# Second Amendment
..................................................................................................................................... ..................1.... ....................................
Effective Date: April 18,2012
Expiration Date:
Contract Purpose/Descript ion:
This Contract Summary is for the Second Amendment to GSG Agreement and First
Amendment for Consulting Services for Development and Administration of Non-Ad
Valor-ern Assessment Progyam,adopted April 15, 2009 and January 19, 2011,
respectively. Specifically,this is for Scenario D® Supplemental Big Coppitt and Duck
Key on 2012 Tax Bill and 2012 - 2013 .Anmeal Services. Breakout of contract value
provided in AI S cover memo.
Contract Manager: Elizabeth Wood 8795 Wastew at:er/#26
N�mej _FE r�_Q #)
for BOCC niecting,on ' )\L)ri1IK, 20I2 Lenda Deadline: Aj�)ril 3, 2012
CONTRAn,cos,rs
'rotal Dollar Value of Contract: $ $ 50 750-.. Current Year Portion: .....
Budgeted? YesH No E A c c o u n,t C;-7)de
Grant: 171-55005-530340- -
..................... ........—1 1——�11......................,
County M;('.1tell: $ 310-55011-53034,0. ...................-
......... ....................................
..................................................
311-55012-530340-
ADDITIONAL.COSTS
Estimated Ongoing Costs- $ 42,250/yr For: .......A.......n......n......I.,u..al services
.... ... ... ...............
of included in dollar vahie atmell ................................................... rnai rite nance,utilitie nitoriaf,salari te.1
CONTRAc,r REVIEW
Changes Date Out
Date In Needed Reviewer
Division Director Yes[] No[:] .................
Risk Managernetit Yes Ej NoEl
...................................................................................................................................................................
O.Ni,13./Purcliasing Yes[ No
County Attorney Yes[:]' No[..-]
I Comments:
..................
...................
OMB Fonn Revised 2/27/01 MCP#2
SECOND AMENDMENT TO CONTRACT
FOR CONSULTING SERVICES
for
Development and Administration of Non-Ad Valorem Assessment Program
This Amendment is made and entered into this 18th day of April, 2012, by and
between Monroe County and Government Services Group, Inc. (GSG), in order to
amend the Agreement between the parties dated April 15, 2009 and the First
Amendment between the parties dated January 19, 2011 for non-ad valorem
assessment services.
WITNESSETH:
WHEREAS, on January 19, 2011 the parties entered into the FIRST
AMENDMENT TO CONTRACT FOR CONSULTING SERVICES for Development and
Administration of Non Ad-Valorem Assessment Program herein referred to as GSG First
Amendment; and
WHEREAS, the GSG First Amendment is included as Attachment A/GSG
Second Amendment—GSG First Amendment executed January 19, 2011 and GSG
Agreement executed April 15, 2009; and
WHEREAS, on April 15, 2009 the parties entered into the AGREEMENT FOR
CONSULTING SERVICES for Development and Administration of Non Ad-Valorem
Assessment Program herein referred to as GSG Agreement; and
WHEREAS, the GSG Agreement was included as Attachment A to the First
Amendment; and
WHEREAS, the GSG Agreement included Tasks 1-5 necessary for the
development and implementation of the non-ad valorem special assessment program for
the Cudjoe Regional Service Area for a fixed fee of a fixed fee of$55,080 plus $1.28/
first class notice mailed and Task 6 for the annual maintenance and certification of the
non-ad valorem special assessment programs for a fixed fee of$23,500/year prior to
implementation of the Cudjoe program and $40,000/year once annual services are
required for the Cudjoe program; and
WHEREAS, the funding plan for the Cudjoe Regional Central Wastewater
System was incomplete in 2009 and partial payments for Tasks 1-5 totaling $35,802
were paid to under the GSG Agreement; and
WHEREAS, Tasks 1-5 necessary for the development and implementation of the
non-ad valorem special assessment program for the Cudjoe Regional Service Area
continued under the GSG First Amendment for a revised total fixed fee of$35,000 which
included the remaining $19,278 from the GSG Agreement and the additional fixed fee of
$15,722 added by the GSG First Amendment to update the 2009 supplemental tax roll
and provide additional services; and
1 of 3
GSG Second Amendment Scenario D
WHEREAS, the funding plan for the Cudjoe Regional Central Wastewater
System was incomplete in 2011 and partial payments for Tasks 1-5 totaling $26,250
were paid to under the GSG First Amendment during FY 2011; and
Whereas, of the $70,802 Initial Contract and First Amendment revised fixed fee
to develop and implement the Cudjoe Regional Assessment Program for Tasks 1-5,
$62,052 was paid to GSG; and
WHEREAS, Tasks 1-5 are not required for the 2012 tax roll; and
WHEREAS, Task 6 is for the annual maintenance and certification of the non ad-
valorem special assessment rolls; and
WHEREAS, the fixed fee for Task 6 annual services for the Stock Island, Big
Coppitt and Duck Key Service Areas for the 2012 tax bill is $23,500; and
WHEREAS, Task 6 of GSG Agreement includes an option to extend for an
additional five year period following the initial five year period for the annual services;
and
WHEREAS, Resolution 168-2011 establishes the Capacity Fee for the Big
Coppitt and Duck Key service areas; and
WHEREAS, a supplemental non-ad valorem special assessment tax roll is
necessary to collect Capacity Fees for those properties that received building permits
requiring initial or additional wastewater service between adoption of the Final
Assessment Resolution on September 10, 2007 for the Big Coppitt & Duck Key Service
Areas and adoption of the Capacity Fee Resolution on June 15, 2011; and
WHEREAS, the development and implementation of the supplemental non-ad
valorem assessment roll for the Big Coppitt and Duck Key for the 2012 tax year is
referred to as Task 7; and
WHEREAS, GSGs fee for Task 7 is $3,000; and
WHEREAS, annual services for the Supplemental Big Coppitt and Duck Key tax
rolls are not needed until adoption of the Final Assessment Resolution for the
Supplemental Big Coppitt and Duck Key Program; and
IN CONSIDERATION of the mutual promises contained herein, the parties
hereby agree as follows:
1. Monroe County and GSG agree that no further payment for GSG First
Amendment Tasks 1-5 specified at $35,000 is authorized as of the date of this
Second Amendment.
2. Monroe County agrees to continue to pay $23,500/year in quarterly installments
for Task 6 annual services for the 2012 tax year for the Stock Island, Big Coppitt,
and Duck Key Service Areas, as set forth in the Agreement and First
Amendment.
3. Fallowing the delivery of the Supplemental Big Coppitt and Duck Key Tax Rolls,
Monroe County agrees to pay an additional $750/year for Supplemental Big
2 of 3
GSG Second Amendment Scenario D
Coppitt and Duck Key Task 6 annual services in 2013, which, when added to the
amount in paragraph 4 above, is a total of$24,250/year.
4. Monroe County and GSG acknowledge the option to amend this Agreement
when it becomes necessary to extend Task 6 annual services for the Stock
Island, Big Coppitt, and Duck Key, and Supplemental Big Coppitt and Duck Key
Programs for the 2014 tax year.
5. Monroe County agrees to pay $3,000 for Task 7 development and
implementation of the Supplemental Big Coppitt and Duck Key tax rolls for the
2012 tax bill.
6. Monroe County agrees to pay for Task 1-5, 6, and 7 in accordance with the GSG
Second Amendment Payment Schedule provided in GSG Second
Amendment/Attachment B.
7. All other provisions of the contract entered April 15, 2009 as amended by the
First Amendment between the parties dated January 19, 2011 for non-ad
valorem assessment services which are not inconsistent herewith shall remain in
full force and effect.
IN WITNESS WHEREOF, each party has caused this Agreement to be executed by its
duly authorized representative on the day and year first above written.
(SEAL) BOARD OF COUNTY
COMMISSIONERS
Attest: DANNY L. KOLHAGE, Clerk OF MONROE COUNTY, FLORIDA
By:
By:
Deputy Clerk Mayor/Chairman
Date:
(Seal) CONSULTANT
Attest:
BY: By:
Title: Title:
END OF AGREEMENT
3of3
GSG Second Amendment Scenario D
Attachment A/GSG Second Amendment
GSG First Amendment Executed January 19, 2011 and
GSG Agreement Executed April 15, 2009
e.kQ_ rK
FIRST AMENDMENT TO CONTRACT
FOR CONSULTING SERVICES
for
Development and Administration of Non Ad-Valorem Assessment Program
This Amendment is made and entered into this 191'day of January, 2011,by and
between Monroe County and Government Services Group, Inc. (GSG), in order to
amend the Contract-between the parties dated-April 15, 2009 for non ad-valorem
assessment services.
WITNESSETH:
WHEREAS,on April 15,2009,the parties entered into an Agreement for
Consulting Services for Development and Administration of Non Ad-Valorem
Assessment Program included as Attachment ;and
WHEREAS,the fixed fee for Tasks 1 —5 of the Agreement Scope of Basic
Services for the development of the non ad valorem tax roN for the Cudjoe Regional
Service Area was$55,080;and
WHEREAS, on August 3, 2009 the Monroe County Board of County
Commissioners voted to delay levy of the non ad-valorem special assessment for the
Cudjoe Regional Wastewater System; and
WHEREAS,GSG received $35,802 In payments for work completed under Tasks
1 —5 prior to suspension of the CudJoe Regional Assessment Program;and
WHEREAS, the Monroe County Board of County Commissioners intends to levy
non ad-valorem wastewater assessments for the Cudjoe Regional Service Area on the
2011 tax bill;and
WHEREAS, additional services are required to update roll with current property
appraiser and adjust EDU allocations where necessary;and
WHEREAS, additional services are required to address changes in scope related
to service area, level of development,and fee;and
WHEREAS, additional services are required to quantify assessable EDUs by sub
service areas;and
WHEREAS,GSGs fee for additional services is$15,722;and
WHEREAS, once the Cudjoe Regional Final Assessment Resolution Is adopted,
annual services(Task e)are required; and
Page 2 of 3
WHEREAS the Task 6 fee is $23,500 for the Stock Island, Big Coppitt,and Duck
Key Assessment Program annual services;and
WHEREAS the Task 6 fee increases to $40,000 when annual services for the
Cudjoe Regional Assessment Program are Included in the scope;and
R7IoN
IN CONSID of the mutual promises contained herein, the partles
hereby agree as follows:
1. Monroe County agrees to pay the revised fee of$70,802 for the development
and Implementation of the Cudoe Key Assessment Program (Task 1-5) in
accordance with the schedule provided In Attachment C. ✓
2. Monroe County agrees to pay$23,500 for annual services required for the Stock
Island, Big Coppitt and Duck Key Assessment Programs(Task 6)in accordance
with the schedule provided In Attachment C.
3. Monroe County agrees to pay$40,000 for annual services required for the
Cudjoe Regional, Stock Island, Big Coppitt and Duck Key Assessment Programs
(Task 6)In accordance with the schedule provided in Attachment C.
4. Upon notice to proceed„GSG will resume development of the Cudjoe Regional
Service Area preliminary assessment roll and provide the additional services to
address changes In scope related to service area,level of development, and fee.
5. GSG will provide additional services to quantify assessable EDUs by sub service
areas.
6. The remaining terms of the Agreement,not Inconsistent herewith,shall remain in
full force and effect
Page 2 of 3
IN WITNESS WHEREOF, each party has caused this Agreement to be executed by its
ed representative on the day and year first above written.
BOARD OF COUNTY
COMMISSIONERS
L KOLHAGE,Clerk OF MONROE COUNTY,FLORIDA
C.
By:
Deputy Clerk Mayor/Chairman
Date: 000%I iY ArC?�'=Y
AP D AS T
S ZA Nc A.H TTGN
p,�Ujti °V?Y
(Seal) CONSULTANT ~ '""!"
Attes�
B v� I3y. `
Tice: Title: .7r V (C9 1 teSl(�
END OF AGREEMENT
r-
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N O
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Page 3 of 3
ATTACHMENT A
Attachment A-Amendment 1 to April 1 S.2009 Agreement with GSG for Non Ad Program
AGREEMENT FOR
CONSULTING SERVICES
for
Development and Administration of Non Ad-valorem Aesesament Program
Is Agreement ('Agreement-) made and entered Into this A day of
200 9 by and between Monroe County, a political subdivision of the
Stafe of Florida,whose address Is 1100 Simonton Street, Key West, Florida, 33040, Its
successors and assigns, hereinafter referred to as "COUNTY' through the Monroe
County Board of County Commissioners('BOCC"),
AND
Government Services Group, Inc., a corporation of the State of Florida, whose
address is 1500 Mahan Drive, Ste 250, Tallahassee, FL 32308 Its successors and
assigns, hereinafter referred to as"CONSULTANT",
W ITNESSETH:
WHEREAS.COUNTY desires to employ the professional services of
CONSULTANT for Assessment Program Services;and
WHEREAS, CONSULTANT has agreed to provide professional services which
shall include but not be limited to providing Tasks 1 through 8 of the Cudjoe Regional
Non-ad Valorem Wastewater Assessment Program and Annual Assessment Services,
which services shall collectively be referred to as the"the Project";
NOW, THEREFORE, in consideration of the mutual promises, covenants and
agreements stated herein, and for other good and valuable consideration, the sufficiency
of which Is hereby acknowledged, COUNTY and CONSULTANT agree as follows:
ARTICLE 1
1.1 REPRESENTATIONS AND WARRANTIES
By executing this Agreement, CONSULTANT makes the following express
representations and warranties to the COUNTY:
1.1.1 The CONSULTANT shall maintain all necessary licenses, permits or other
authorizatlona necessary to act as CONSULTANT for the Project until the
CONSULTANTS duties hereunder have been fully satisfied;
1.1.2 The CONSULTANT has become familiar with the Scope of Work and information
sources available to complete the work.
Page 1 of 14
1.1.3 The CONSULTANT shall prepare all documentation required by this Agreement
In such a manner that they shall be accurate, coordinated and adequate for use
In collecting non-ad valorem special assessments by the uniform method and
shall be in conformity and comply with all applicable law, codes and regulations.
The CONSULTANT warrants that the non-ad assessment roll prepared as a part
of this Agreement will be in a format that is acceptable to the Monroe County Tax
Collector.
1.1.4 The CONSULTANT assumes full responsibility to the extent allowed by law with
regards to his performance and those directly under his employ.
1.1.5 The CONSULTANTS services shall be performed as expeditiously as is
consistent with professional skill and care and the orderly progress of the Project.
In providing all services pursuant to this agreement, the CONSULTANT shall
abide -by all statutes, ordinances, rules and regulations pertaining to, or
regulating the provisions of such services, including those now in effect and
hereinafter adopted. Any violation of said statutes, ordinances, rules and
regulations shall constitute a material breach of this agreement and shall entitle
the Board to terminate this contract immediately upon delivery of written notice of
termination to the CONSULTANT.
1A.6 At all times and for all purposes under this agreement the CONSULTANT is an
Independent contractor and not an employee of the Board of County
Commissioners for Monroe County. No statement contained In this agreement
shall be construed so as to find the CONSULTANT or any of Naft r employees,
contractors, servants, or agents to be employees of the Board of County
Commissioners for Monroe County.
1.1.7 The CONSULTANT shall not discriminate against any person on the basis of
race, creed, color, national origin, sex, age, or any other characteristic or aspect
which Is not job related, in its recruiting, hiring, promoting, terminating, or any
other area affecting employment under this agreement or with the provision of
services or goods under this agreement.
ARTICLE Ii
SCOPE OF BASIC SERVICES
2.1 DEFINITION /
CONSULTANT'S Scope of Basic Services consists of those described in Attachment A. V
The CONSULTANT shall commence work on the services provided for in Attachment A
promptly upon receipt of an executed agreement from the COUNTY.
2.2 CORRECTION OF ERRORS,OMISSIONS.DEFICIENCIES
The CONSULTANT shall, without additional compensation, promptly correct any errors,
omissions, deficiencies. or conflicts in the work product of the CONSULTANT or Its
subconsultants,or both.
Page 2 of 14
2.3 NOTICE REQUIREMENT
All written correspondence to the COUNTY shell be dated and signed by an authorized
representative of the CONSULTANT. Any notice required or permitted under this
agreement shall be in writing and hand delivered or mailed, postage pre-paid, to the
COUNTY by certified mail,return receipt requested,to the following:
Roman Gastesi
Monroe County Administrator
1100 Simonton Street, Room 2-205
Key west, Florida 33040
And: Elzabeth A.Wood
Monroe County Senior Administrator,Sewer Projects
1100 Simonton Street, Room 2-216
Key West. Florida 33040
For the Consultant:
Mark Brown&Camille lbarpe
Government Services Group,Inc.
1500 Mahan Drive, Suite 250
Tallahassee, FL 32308
ARTICLE Ill
ADDITIONAL SERVICES
3.1 The services described In this Amide III are not Included in the Basic Scope of
Services. They shall be paid for by the COUNTY as an addition to the
compensation paid for the Basic Scope of Services and are as follows:
A. Providing any other services not otherwise Included In this Agreement.
3.2 If Additlonal Services not otherwise Included In this Agreement, are required,
such as those listed above,the COUNTY shall issue a letter requesting and
describing the requested services to the CONSULTANT. A notice to proceed
from the COUNTY will be Issued In the form of subsequent Task Orders within
the level of authority specified In the Monroe Board of County Commissioners
Purchase Policy. The requirement for more than one price quote for additional
assessment services Is hereby waived.
An amendment to the contract will be required if the proposal requires Board of
County Commissioners approval.
Page 3 of 14
ARTICLE IV
COON YS RESPONSIBILITIES
4.1 The COUNTY shall designate a representative to act on the COUNTY's behalf
with reaped to the Project. The COUNTY or Its representative shall render
decisions in a timely manner pertaining to documents submitted by the
CONSULTANT in order to avoid unreasonable delay In the orderly and
sequential progress of the CONSULTANTS services.
4.2 Prompt written notice shall be given by the COUNTY and its representative to the
CONSULTANT if they become aware of any fault or defect in the Project or non-
conformance with the Agreement Documents.Written notice shall be deemed to
have been duly served if sent pursuant to paragraph 2.3.
4.3 The COUNTY shall furnish the required Information and services and shall
render approvals and decisions as expeditiously as necessary for the orderly
progress of the CONSULTANTS services and work of the contractors.
4.4 The COUNTY's review of any documents prepared by the CONSULTANT or its
subconsultants shall be solely for the purpose of determining whether such
documents are generally consistent with the COUNTY's criteria, as, and if,
modified. No review of such documents shall relieve the CONSULTANT of
responsibility for the accuracy, adequacy,fitness, suitability or coordination of its
work producL
4.5 The COUNTY shall provide copies of necessary documents required to complete
the work.
4.6 Any Information that may be of assistance to the CONSULTANT that the
COUNTY has Immediate access to will be provided as requested.
ARTICLE V
INDEMNI,EICATION AND HOLD HARMLESS
The CONSULTANT covenants and agrees to Indemnify, hold harmless and defend
COUNTY,its commissioners,officers,employees,agents and servants from any and all
clams 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 CONSULTANT or Its
Subcontractors)in any tier,occasioned by the negligence, errors, or other wrongful act
or omission of the CONSULTANT, its Subcontractor(s) in any tier, their officers,
employees,servants and agents.
In the event that the completion of the project(to include the work of others) is delayed
or suspended as a result of the Consultant's failure to purchase or maintain the required
Insurance, the CONSULTANT shall Indemnify COUNTY from any and all increased
expenses resulting from such delay. Should any claims be asserted against COUNTY
by virtue of any deficiency or ambiguity In the plans and specifications provided by the
Page 4 of 14
CONSULTANT, the CONSULTANT agrees and warrants that CONSULTANT hold the
County harmless and shall Indemnify it from all losses occurring thereby and shall
further defend any claim or action on the COUNTY's behalf.
The first ten dollars ($10.00) of remuneration paid to the CONSULTANT Is
consideration 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.
This Indemnification shall survive the expiration or earlier termination of the Agreement.
ARTICLE VI
PERSONNEL
6.1 PERSONNEL
The CONSULTANT shall assign only qualified personnel to perform any service
concerning the project. At the time of execution of this Agreement the parties anticipate
that the following named individuals will perform time functions as indicated:
NAME FUNCTION
Mario Brown Management/Dato
Analysis/Programming
Camille Thorpe Project Oversight
So long as the individuals named above remain actively employed or retained by the
CONSULTANT,they shall perform the functions Indicated next to their names. If they
are replaced the CONSULTANT shall notify the COUNTY of the change immediately.
ARTICLE VII
COMPENSATION
7.1 PAYMENT SUM
7.1.1 The COUNTY shall pay the CONSULTANT In currant funds for the
CONSULTANTS performance of this Agreement based on rates aryd schedule
negotiated and agreed upon and shown in Attachment B. /
7.2 PAYMENTS `/
7.2.1 For Its assumption and performances of the duties, obligations and
responsibilities set forth herein, the CONSULTANT shah be paid pursuant to the
Florida Prompt Payment Act.
Page 5 of 14
(A) If the CONSULTANT'S duties, obligations and responsibilities are
materially changed by amendment to this Agreement after execution of
this Agreement, compensation due to the CONSULTANT shall be
equitably adjusted,either upward or downward;
(B) As a condition precedent for any payment due under this Agreement, the
CONSULTANT shall submit, unless otherwise agreed In writing by the
COUNTY, a proper invoice to COUNTY requesting payment for services
properly rendered and reimbursable expenses due hereunder. The
CONSULTANTS invoice shall describe with reasonable particularity the
service rendered. The CONSULTANT'S Invoice shall be accompanied by
such documentation or data in support of expenses for which payment is
sought at the COUNTY may require.
7.4 BUDGET
7.4.1 The CONSULTANT may not be entitled to receive,and the COUNTY Is not
obligated to pay, any fees or expenses in excess of the amount budgeted for this
contract In each fiscal year(October 1 -September 30)by COUNTY's Board of
County Commissioners. The budgeted amount may only be modified by an
affirmative act of the COUNTY's Board of County Commissioners.
7.4.2 The COUNTY's performance and obligation to pay under this Agreement Is
contingent upon an annual appropriation by the Board of County Commissioners
and the approval of the Board members at the time of contract initiation and its
duration.
ARTICLE VIII
INSURANCE
8.1 The CONSULTANT shall obtain Insurance as specified and maintain the required
insurance at all times that this Agreement Is In effect. In the event the completion
of the project(to include the work of others)Is delayed or suspended as a result
of the CONSULTANTS failure to purchase or maintain the required insurance,
the CONSULTANT shall Indemnify the COUNTY from any and all Increased
expenses resulting from such delay.
8.2 The coverage provided herein shall be provided by an insurer with an A.M.Best
rating of VI or better,that Is licensed to business In the State of Florida and that
has an agent for service of process within the State of Florida. The coverage
shall contain an endorsement providing sixty (60) days notice to the COUNTY
prior to any cancellation of said coverage. Said coverage shall be written by an
Insurer acceptable to the COUNTY and shall be in a form acceptable to the
COUNTY.
8.3 CONSULTANT shall obtain and maintain the following policies:
A. Workers' Compensation insurance as required by the State of Florida,
sufficient to respond to Florida Statute 440.
Page 6 of 14
B. Employers Liability insurance with limits of$100,000 per Accident. $500,000
Disease, policy limits,$100,000 Disease each employee.
C. Comprehensive business automobile and vehicle liability Insurance covering
claims for Injuries to members of the public and/or damages to property of
others arising from use of motor vehicles, including onsite and offske
operations. and owned, hired or non-owned vehicles, with One Hundred
Thousand($100,000)per occurrence and combined single KrnIt.
D. Commercial general liability, including Personal Injury Liability, covering
claims for injuries to members of the public or damage to property of others
arising out of any covered ad or omission of the CONSULTANT or any of its
employees, agents or subcontractors or subconsultants, including Premises
and/or Operations, Products and Completed Operations, Independent
Contractors; Broad Form Property Damage and a Blanket Contractual
Liability Endorsement with Three Hundred Thousand ($300,000.00) per
occurrence and combined single limit.
An Occurrence Form policy Is preferred. If coverage is changed to or
provided on a Claims Made policy, its provisions should include coverage for
claims filed on or after the effective date of this contracL in addition, the
period for which claims may be reported must extend for a minimum of 48
months following the termination or expiration of this contract.
E.. Professional liability Insurance of Two Hundred and Fifty Thousand
($250,000.00)per occurrence and Fhre Hundred Thousand Dollars
($500,000.00)annual aggregate. If the policy Is a"claims made"policy.
CONSULTANT shad maintain coverage or purchase a'tail"to cover claims
made after completion of the project to cover the statutory time limits in
Chapter 95 of the Florida Statutes.
F. COUNTY shall be named as an additional insured with respect to
CONSULTANTS liabilities hereunder in Insurance coverages Identifled in
Paragraphs C and D.
G. CONSULTANT shall require its subconsultants to be adequately insured at
least to the limits prescribed above, and to any Increased limits of
CONSULTANT If so required by COUNTY during the term of this Agreement.
COUNTY will not pay for increased limits of Insurance for subconsuitants.
H. CONSULTANT shall provide to the COUNTY certificates of insurance or a
copy of all insurance policies including those naming the COUNTY as an
additional insured.The COUNTY reserves the right to require a certified copy
of such policies upon request.
I. If the CONSULTANT participates in a aelf-Insurance fund, a Certificate of
Insurance will be required. In addition,the CONSULTANT may be required to
submit updated financial statements from the fund upon request from the
COUNTY.
Page 7 of 14
ART&LE LX
(MISCELLANEOUS
9A SECTION HEADINGS
Section headings have been- Inserted in this Agreement as a matter of
convenience of reference only, and it Is agreed that such section headings are
not a pert of this Agreement and will not be used in the Interpretation of any
provision of this Agreement.
9.2 OWNERSHIP OF THE PROJECT DOCUMENTS
The documents and dellverables prepared by the CONSULTANT for this Project
belong to the COUNTY and may be reproduced and copied without
acknowledgement or permission of the CONSULTANT.
9.3 SUCCESSORS AND ASSIGNS
The CONSULTANT shall not assign or subcontract its obligations under this
agreement, except in writing and with the prior written approval of the Board of
County Commissioners for Monroe County and the CONSULTANT, which
approval shall be subject to such conditions and provisions as the Board may
deem necessary. This paragraph shall be Incorporated by reference into any
assignment or subcontract and any assignee or subcontractor shall comply with
all of the provisions of this agreement. Subject to the provisions of the
Immediately preceding sentence, each party hereto binds itself, Its suomesors,
assigns and legal representatives to the other and to the successors, assigns
and legal representatives of such other party.
9.4 NO THIRD PARTY BENEFICIARIES
Nothing-contalned herein shall create any relationship, contractual or otherwise,
with or any rights In favor of,any thins party.
9.5 TERMINATION
A. In the event that the CONSULTANT shall be found to be negligent In any
aspect of service, the COUNTY shall have the right to terminate this
agreement after five days written notification to the CONSULTANT.
B. Either of the parties hereto may cancel this Agreement without cause by
giving the other party sixty(80)days written notice of its intention to do so.
9.6 CONTRACT DOCUMENTS
This contract consists of the Request for Proposals, any addends, the Form of
Agreement (Articles I-IX). the CONSULTANTS response to the RFP, the
documents referred to in the Form of Agreement as a part of this Agreement, arid
attachments A/B and modUications made after execution by written amendment.
Page 8 of 14
In the event of any conflict between any of the Contract documents, the one
Imposing the greater burden on the CONSULTANT will control.
9.7 PUBLIC ENTITIES CRIMES
A person or affiliate who has been placed on the convicted vendor fist following a
conviction for public entity crime may not submit a bid on contracts to provide any
goods or services to a public entity, may not submit a bid on a contract with a
public entity for the construction or repair of a public building or public work, may
not submit bids on leases of real property to public entity, may not be awarded or
perform work as a contractor, supplier, subcontractor, or consultant under a
contract with any public entity. and may not transact business with any public
entity in excess of the threshold amount provided in Section 287,017 of the
Florida Statutes,for CATEGORY TWO for a period of 36 months from the date of
being placed on the convicted vendor list.
By signing this Agreement, CONSULTANT represents that the execution of this
Agreement will not violate the Public Entity Crimes Act(Section 287.133, Florida
Statutes). Violation of this section shall result in termination of this Agreement
and recovery of all monies paid hereto, and may result in debarment from
COUNTY's competitive procurement activities.
In addition to the foregoing, CONSULTANT further represents that there has
been no determination, based on an audit, that it or any suboonsultant has
committed an act defined by Section 287.133, Florida Statutes,as a"public entity
crime' and that it has not been formally charged with committing an act defined
as a`public entity crime"regardless of the amount of money involved or whether
CONUSULTANT has been placed on the convicted vendor list.
CONSULTANT will promptly notify the COUNTY If it or any subcontractor or
subconsuttant is formally charged with an act defined as a"public entity crime"or
has been placed on the convicted vendor list.
9.8 MAINTENANCE OF RECORDS
CONSULTANT shall maintain all books, records, and documents directly
pertinent to performance under this Agreement In accordance with generally
accepted accounting principles consistently applied Records shall be retained
for a period of five years from the termination of this agreement. Each party to
this Agreement or Its authorized representatives shall have reasonable and
timely access to such records of each other party to this Agreement for public
records purposes during the term of the Agreement and for four years following
the termination of this Agreement. If an auditor employed by the COUNTY or
Cleric determines that monies paid to CONSULTANT pursuant to this Agreement
were spent for purposes not authorized by this Agreement, or were wrongfully
retained by the CONSULTANT, the CONSULTANT shall repay the monies
together with interest calculated pursuant to Sec. 55.03, of the Florida Statutes,
running from the date the monies were paid by the COUNTY.
Page 9 of 14
9.9 GOVERNING LAW,VENUE, INTERPRETATION,COSTS,AND FEES
This Agreement shall be governed by and construed In accordance with the laws
of the State of Florida applicable to contracts made and to be performed entirely
in the State. In the event that any cause of action or administradve proceeding
is Instituted for the enforcement or interpretation of this Agreement, COUNTY
and CONSULTANT agree that venue shall lie In the 16'"Judicial Circuit, Monroe
County, Florida, in the appropriate court or before the appropriate administrative
body. This agreement shall not be subject to arbitration. Mediation proceedings
Initiated and conducted pursuant to this Agreement shall be In accordance with
the Florida Rules of CIA Procedure and usual and customary procedures
required by the circuit court of Monroe County.
9.10 SEVERABILITY
if any term, covenant, condition or provision of this 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 Agreement, shall not be affected
thereby; and each remaining term, covenant, condition and provision of this
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 Agreement would prevent the accomplishment of the original
intent of this Agreement. The COUNTY and CONSULTANT agree to reform the
Agreement to replace any stricken provision with a valid provision that comes as
close as possible to the intent of the stricken provision.
9.11 ATTORNEY'S FEES AND COSTS
The COUNTY and CONSULTANT agree that in the event any cause of action or
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, court costs, investigative, and out-of-
pocket expenses,as an award against the non-prevailing party, and shall include
attorney's fees, courts costs, investigative. and out-of-pocket expenses in
appellate proceedings.
9.12 BINDING EFFECT
The terns, covenants, conditions, and provisions of this Agreement shall bind
and Inure to the benefit of the COUNTY and CONSULTANT and their respective
legal representatives,successors,and assigns.
9.13 AUTHORITY
Each party represents and warrants to the other that the execution, delivery and
performance of this Agreement have been duly authorized by all necessary
County and corporate action, as required by law.
Page 10 of 14
9.14 CLAIMS FOR FEDERAL OR STATE AiD
CONSULTANT and COUNTY agree that each shall be, and is, empowered to
apply for, seek, and obtain federal and state funds to further the purpose of this
Agreement; provided that all applications, requests,grant proposals, and funding
solicitations shall be approved by each party prior to submission.
9.15 ADJUDICATION OF DISPUTES OR DISAGREEMENTS
COUNTY and CONSULTANT 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 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 Agreement or by
Florida law. This provision does not negate or waive the provisions of paragraph
9.5 concerning termination or cancellation.
9.16 COOPERATION
In the event any administrative or legal proceeding is Instituted against either
party relating to the formation, execution, performance, or breach of this
Agreement, COUNTY and CONSULTANT 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 Agreement or provision of the
services under this Agreement. COUNTY and CONSULTANT specifically agree
that no party to this Agreement shall be required to enter into any arbitration
proceedings related to this Agreement.
9.17 NONDISCRIMINATION
CONSULTANT and COUNTY 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 Agreement
automatically terminates without any further action on the part of any party,
effective the date of the court order. CONSULTANT or COUNTY agrees 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 as. 1681-1663, and 1685-16851
which prohibits discrimination on the basis of sex; 3) Section 504 of the
Rehabilitation Act of 1973. as amended (20 USC s. 7941 which prohibits
discrimination on the basis of handicaps; 4)The Age Discriminadw Act of 1975,
as amended (42 USC as. 6101-0107)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 Ad of 1970 (PL 91-816), as amended, relating to
nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public
Page 11 of 14
Health Service Act of 1912,ea.523 and 527(42 USC ss. 690dd-3 and 290ee-3),
as amended, relating to confidentiality of alcohol and drug abuse patient records;
8) Tolle Vill of the Civil Rights Act of 1958 (42 USC a. 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) Monroe County Code Chapter 13, Article VI, which prohibits
discrimination on the basis of race, color, sex, religion, national origin, ancestry,
sexual orientation, gender identity or expression, familial status or age; 11)Any
other nondiscrimination provisions in any Federal or state stabAes which may
apply to the parties to,or the subject matter of,this Agreement.
9.18 COVENANT OF NO INTEREST
CONSULTANT and COUNTY 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 Agreement, and that only Interest of each is to
perform and receive benefits as recited in this Agreement.
9.19 CODE OF ETHICS
COUNTY agrees that officers and employees of the COUNTY recognize and will
be required to campy 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.
9.20 NO SOLICITATIONIPAYMENT
The CONSULTANT and COUNTY warrant that, in respect to itself, it has neither
employed nor retained any company or person,other than a bona fide employee
working solely for It,to solicit or secure this Agreement and that It has not paid or
agreed to pay any person, company,corporation, Individual, or firm, other than a
bona fide employee working solely for It, any fee, commission, percentage, gift,
or other consideration contingent upon or resulting from the award or making of
this Agreement. For the breach or violation of the provision, the CONSULTANT
agrees that the COUNTY shall have the right to terminate this Agreement without
liability and, at Its discretion, to offset from monles owed, or otherwise recover,
the full amount of such fee, commission, percentage,gift,or consideration.
9.21 PUBLIC ACCESS
The CONSULTANT and COUNTY shall allow and permit reasonable access to,
and inspection of, a0 documents, papers, letters or other materials in its
possession or under its control subject to the provisions of Chapter 1i9, Florida
Statutes, and made or received by the CONSULTANT and COUNTY In
connection with this Agreement; and the COUNTY shall have the right to
unilaterally cancel this Agreement upon violation of this provision by
CONSULTANT.
Page 12 of 14
9.22 NON-WAIVER OF IMMUNITY
Notwithstanding the provisions of Sec. 768.28, Florida Statutes,the participation
of the CONSULTANT and the COUNTY in this Agreement and the acquisition of
any commercial liability insurance coverage, self-insurance omwage, or local
government liability insurance pool coverage shall not be deemed a waiver of
immunity to the extent of liability coverage, nor shad any contract entered into by
the COUNTY be required to contain any provision for waiver.
9.23 PRIVILEGES AND IMMUNITIES
All of the privileges and immunities from liability, exemptions from laws,
ordinances,and rules and pensions and relief, disability,workers'compensatln,
and other benefits which apply to the activity of officers, agents,or employees of
any public agents or employees of the COUNTY, when performing their
respective functions under this Agreement within the territorial limits of the
COUNTY 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.
9.24 LEGAL OBLIGATIONS AND RESPONSIBILITIES
Non-Delegatlon of Constitutional or Statutory Duties. This Agreement is not
Intended to, nor shall It be construed as, relieving any participating entity from
any obligation or responsibility imposed upon the entity by law except to the
extent of actual and timely performance thereof by any participating entity, in
which case the performance may be offered in satisfaction of the obligation or
responsibility. Further, this Agreement is not intended to, nor shall it be
construed as,authorizing the delegation of the const kftnal or statutory duties of
the COUNTY, except to the extent permitted by the Florida constitution, state
statute,and case law.
9.25 NON-RELIANCE BY NON-PARTIES
No person or entity shall be entitled to rely upon the terms,or any of them,of this
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
CONSULTANT and the COUNTY agree that neither the CONSULTANT nor the
COUNTY 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 Agreement
separate and apart, inferior to, or superior to the community in general or for the
purposes contemplated In this Agreement.
9.26 ATTESTATIONS AND TRUTH IN NEGOTIATION
CONSULTANT agrees to execute such documents as COUNTY may reasonably
require, including a Public Entity Crime Statement, an Ethics Statement, and a
Drug-Free Workplace Statement. Signature of this Agreement by CONSULTANT
shall act as the execution of a truth in negotiation certificate stating that wage
rates and other factual unit costs supporting the compensation pursuant to the
Page 13 of 14
Agreement are accurate, complete, and current at the time of contracting. The
original contract price and any additions thereto shall be adjusted to exclude any
significant sums by which the agency determines the contract price was
Increased due to inaccurate, Incomplete, or concurrent wage rates and other
factual unit coats.All such adjustments must be made within one year following
the end of the Agreement.
9.27 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 rapacity, and no member, officer, agent or employee of Monroe
County shall be Roble personally on this Agreement or be subject to any personal
liability or accountability by reason of the execution of this Agreement
9.28 EXECUTION IN COUNTERPARTS
This 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
Agreement by signing any such counterpart
IN WITNESS WHEREOF,each party has caused this Agreement to be executed by its
duly.authorized representative on the day and year first above written.
(SEAL BOARD OF COUNTY
_� COMMISSIONERS
Attest:- DANNY L. KOLHAGE, Clerk OF MONROE COUNTY,FLORIDA
o r
rn
CD
Deputy Clerk MayodChairman
't7f O
µ0NFvF CO11�jT`f.. �o
AP 4 3 A•/ rn
(Sean CONSULTANT
an
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y itle; I' Title: u ACE n2 ES 1 aw� l
END OF AGREEMENT
Pa&o 14 of 14
ATTACHMENT A
This agreement Is for the development and Implementation of the non-ad valorem
special assessment program for collection of wastewater connection fees frorn property
owners in the Cudjoo Regional Wastewater Service Area, which Includes parcels In
Upper and Lower Sugarloaf Keys, Cudioe Key, Summadand Key, Ramrod Key, Torch
Keys, Big Pine Key, and No Name Key in Monroe County.The development of the non-
ad valorem tax roll for the Cudjoe Regional Service Area is described in Tasks 1 —5.
Ongoing services for annual maintenance of Monroe Copnty wastewater assessment
rolls are described In Task S.
Task 1 -Evaluate existing data sources and Identify methodologies for developing
the preliminary assessment roN.
The Consultant will obtain and review existing data sources such as project area maps,
the Monroe County GIS database and Tier data, Monroe County Property Appraisers
data, ad valorem tax rolls, existing FKAA customer fists, and FKAA equivalent dwelling
unit (EDU) assignments for existing customers and future development It Is estimated
that there are 6,650 EDUS in the CudJoe Regional Service Area. The Respondent will
develop alternative methodologies for development of the preliminary assessment roll
and recommend the preferred methodology. Alternative methodologies for development
of the preliminary assessment role should include, but not be limited to, the following
approaches:
• Merge ad valorem tax roll with FKAA customers.
• Merge existing FKAA customers with Tier III propctt les.
Under the proposed Monroe County Tier System, properties are designated Tier I, II, or
III based on their importance to habitat conservation.Tier III parcels are considered least
crftical to habitat preservation.
The methodology should Include identification of undeveloped properties likely to require
future wastewater service. An opt-in program and a different capacity reservation fee
have been contemplated.
Task 2— Develop Preliminary Assessment Roll upon approval of methodology by
County.
The Consultant will develop the preliminary assessment roll and print,stuff*, and Mal first
class notices to property owners. An electronic summary spreadsheet that includes
property owner name, address, EDU allocation, and property Tier designation will be
provided to Monroe County and FKAA. The spreadsheet will be used by FKAA during
the EDU allocation appeal process.
Task 3—Certification of Final Assessment Roll
Consultant will make necessary revisions to the preliminary assessment roll prior to
providing the certified flnel assessment roll to the county's tax collector. The
Respondent will contact the tax collector at 305-295-5010 to Identify the required layout
Pago t of 2
of the final assessment roll and number of copies to be provided on CD and in hard
copy. Necessary revisions may include:
• Addition of vacant parcels or deletion of vacant parcels depending on selected
methodology for collection of connection fees for vacant parcels.
• Adjustments to EDU allocations following appeal to the FKAA Board of
Directors.
Task 4 — Provide direction to Monroe County for compliance with statutory
requirements associated with collection of special assessment by the uniform
method.
Consultant will review County Code and implemen*V resolutions associated with the
assessment program and provide assistance with the legal requirements for public
hearings and the development of appropriate published notices, as needed.
Task 6—Conduct Progress Meetings
Consultant will schedule, plan and conduct meetings, as needed. Up to three meetings
which may include a kick-cif meeting. progress meeting with County and FKAA staff,
and one presentation to the Board of County Commissioners are included in this basic
scope of services.
Task 6 —Provide proposal for annual maintenance and certification of the non-ad
valorem special assessment rolls for Cudjoe Regional Service Area, Stock Island,
Big Coppitt And Duck Key Service Areas.
Consultant will provide ongoing administrative services for update and maintenance of
the databases necessary to treats and certify the final assessment roll on an annual
basis in compliance with statutory timeframes. County contemplates transfer of the
responsibility for annual maintenance to County staff at some future date.
Task 6 also includes the development of an online database for County staff to create
pay off memos and enter payoffs that are received. The <ronsukant will manage the
database annually by providing the County with a flat of payoffs received. It Is anticipated
that this online database will streamline the annual maintenance of the roll, which will
result in a reduced cost for annual maintenance services.
Annual services for Task 6 are for an initial five year period and Include an option to
extend for an additional five-year period.
Page 2 of 2
ATTACHMENT B
The fixed fee price for tasks 1-5 is$55.080. Payment for production and nailing of
statutorily required first class notices will be billed on an Individual basis not to exceed
$1.28. County agrees to pay a set-up fee of$400.00 for mailing to less than 2,000
parcels. Fees associated with newspaper publications and obtaining data from the
property appraiser will be paid by Monroe County.
Payment Schedule Tasks 1-5
April 2009 25%of fixed fee($13,770.00)
June 2009 25%of fixed fee($13,770.00)
August 2009 25%of fixed fee($13,770.00)
October 2009 25%of fixed fee($13,770.00)
The fixed price for task 6 first year services Is$23.600. This includes the certification of
the 2009 assessment rolls for the Stock Island, Big Coppitt, &Duck Key Assessment
Programs and annual maintenance of the payment database. The fixed fee price for
year 2—5 services is$40,000. This Includes the certification of the annual assessment
rolls for the Stock Island,Big Coppitt,Duck Key and Cudjoe Regional Assessment
Programs and annual maintenance of the payment database.
Payment Schedule Task 6(Year 1)
April 2009 25%of fixed fee($5,875.00)
June 2009 25%of fixed fee($5,875.00)
August 2009 25%of fixed The($5,875.00)
October 2009 25%of fixed fee ($5,875.00)
Payment Schedule Task 6(Year 2-5)
January 2010-2013 25% of fixed fee($10,000.00)
April 2010-2013 25%of fbxed fee($10.000.00)
July 2010-2013 25%of fixed fee($10,000.00)
September 2010-2013 25%of fixed fee($10,000.00)
The fee for professional services for Tasks 1-6(Year 1)Includes a total of 3 on-site visits
by GSG. Meetings In excess will be billed at an hourly rate of$180.
Reimbursable Expenses
All expenses related to on-site meetings will be billed in accordance with Florida Statute
112.081 and Monroe County Ordinance 004-2004. Travel expenses must be submitted
on a State of Florida Voucher for Reimbursement of Travel Expenses. Receipts
showing a zero balance are required for airfare,hotel and car arrangements. Boarding
passes must be submitted for air travel. The Monroe County per diem for breakfast,
lunch,and dinner are$6.00, $11.00,and$19.00, respectively. Monroe County does not
reimburse for parking at or travel to the destination airport
Page I of 1
December 14,2010
Via Electronic Transmission
Elizabeth A.Wood,Senior Administrator
Monroe County Sewer Projects
1100 Simonton Street,Suite 2-216
Key West,FL 33040
Re: Monroe County Cudjioe Key Wastewater Assessment Program - Fiscal Year 20i11-12
Dear Uz,
Based on our telephone discussion last week, this correspondence is written for Government Services
Group, Inc. (GSG) to provide a revised scope of services and fees for our continuing assistance In the
development and implementation of the wastewater assessment program for Cudjoe Key for Fiscal Year
2011-12 pursuant to the Agreement for Consulting Services(Agreement)between GSG and Monroe County
(County)dated April 15,2009 and effective through Fiscal Year 201344. The Agreement contemplated that
the development and Implementation of the wastewater assessment program for Cudjoe Key would be
completed in 2009 for Fiscal Year 2009-10. Based on that assumption, the original fees for Fiscal Year
2009-10 and Fiscal Year 2010-11 through 2013-14 were as follows:
Monroe County tAl ntowater Asaeasraant F oli als Original Faes
Floeal Year 2009-10 Flow,Year 201041 Orougan 2013-24
Cudjoe Key $55,080.00 Included In other fens
Annual Services Big Copp%Duck
Key,Stock Island&web Application $23,500.00 $40,000.00
Although the Cudjoe Key assessment program was deferred just prior to the adoption of the preliminary
assessment resolution in 2009,GSG billed and was paid$35,912.00 In 2009, leaving$19,168.00 for the
future development and implementation of the Cudjoe Key assessment program. Based on our discussions
on February 1, 2010 regarding the potential implementation of the Cudjoe Key assessment program for
Fiscal Year 2010-11, GSG billed the County $3,750.00 In March 2010 and $3,750.00 In May 2010;
however, the County did not remit payment for these Invoices so the outstanding amount still available for
the development and implementation of the Cudjoe Key assessment program is$19,168.00.
On our phone call last week, the County requested that GSG provide EDU totals for subareas within the
Cudjoe Key assessment area. In addition,the County may want to explore a tiered approach that charges
properties based on specific components of the wastewater services (e.g., wastewater treatment costs
versus collection and/or connection costs). These modifications to the parameters of the original Cudjoe
Key assessment program will require GSG to conduct additional work effort not originally contemplated.
Therefore,this revised scope of services and fee for the development and Implementation of the Cudjoe Key
assessment program addresses the new program parameters and is also based on the following
assumptions:
Tallahassee Orlando Miami
1500 Mahan Drive,Suite 250 280 Wsklm Sprur6s Rd Sutra 2000 2655 Leleune Roed.Pent House 13
Tellehamoo,FL 3230e Langwood,FL 32T79 Cond Gables,FL 33134
(850)6613717 Tel•(850)2247206 Fax (407)6294NO Tel•(407)629-S963 Fax (305)374-OBW Tel
(865)896.4747 Toll Free (877)55234e2 Tom Free (305)374-4933 Fax
Elizabeth A.Wood,Senior Administrator
December 14,2010
Page 2
1. County will provide notice to proceed by January 20,2011.
2. The preliminary database will be based on the data prepared for the Fiscal Year 2009-10 assessment
program and will not be updated except for any parcels that have Improved since 2009 or parcels that
have changed from Single Family Residential(SFR)properties to non-SFR properties or vice versa.
3. The rules for the assessment program are:
a) PC Code directs the assessment category.
b) SFR- 1 EDU
c) Non-SFR properties-average flow In gallons per day(gpd)for highest 3 months/167 gpd. Due to
the change to new data format by FKAA effective October 2007,the 18-month time period used for
water flow included October 2007 through March 2009 (Inclusive).
d) Vacant parcels are not included in the assessment program.
e) Cold spot parcels are not included in the assessment program.
4. The County will provide direction to resolve the following outstanding data Issues:
a) Meters less than 1.0 EDU
b) Possible high meters
c) Marines-docks
d) Parcels sharing a meter
e) No meter match
f) Nursery parcels
5. GSG will provide preliminary Information based on the afore-mentioned assumptions by April 15,2011.
SCOPE OF SERVICES
Based on the scope of services within the Agreement and the aforementioned assumptions,GSG proposes
the following tasks for the development and implementation of the Cudjoe Key assessment program for
Fiscal Year 2011-12:
Task is Re-evaluate existing data sources and Identify methodologies for developing the preliminary
assessment roll.
Task 2: Develop Preliminary Assessment Roll upon approval of methodology by County.
Task 3: Certification of Final Assessment Roil
Task 4: Provide direction to Monroe County for compliance with statutory requirements assoclated with
collection of special assessment by the uniform method.
Task 5: Conduct Progress Meetings
Elizabeth A.Wood,Senior Administrator
December 14,2010
Page 3
PROPOSED FEES
The fee for GSG to provide the professional services described In the proposed scope of services will be
$35,000.This fee includes reimbursement for all out-of-pocket expenses,except as noted below.
The professional services fee Includes two on-site visits to the County. Any additional on-site meetings by
GSG staff may be arranged at our standard hourly rates provided below. All expenses related to these
requested meetings will be billed in accordance with section 112.061,Florida Statutes. If necessary,In lieu
of on-site visits, periodic telephone conference cells may be scheduled to discuss project status.
The standard hourly rates for GSG are as follows:
GOVERNMENT SERVICES GROUP,INC.
ChiefExecutive Officer..............................................................................$225
SeniorVice President................................................................................$175
VicePresident.......................................................................................$160
Senior Project Manager/Consultant/Project Coordinator......................$160
Consuttant/Database Ana"Vrechnical Services..................................$130
AdministrativeSupport..............................................................................$ 50
The professional services fee does not Include the costs of producing and mailing the statutorily required
first class notices. Mailing and production costs depend on the number of assessable parcels of property
within the assessment program area,but average approximately;1.30 per parcel. Payment of mailing and
production costs Is due at the time of adoptlon of the initial assessment resolution or like document. For
non-domestic notices, mailing charges will include the actual amount of postage beyond the domestic rate
and if U.S.postage rates Increase prior to mailing,the additional postage per notice will be charged.
The County Is responsible for any and all newspaper publications, including, but not limited to, making
arrangements for publications and any costs associated therewith.
The County is also responsible for any costs Incurred to obtain Information from the property appraiser or
other public officials that Is necessaryfor the assessment program.
DELIVERABLES SCHEDULE
Ebert Schedule
Notice to Proceed By January 20,2011
Prepare Preliminary Assessment Roll April 1,2011
Develop Revenue Requirements April 1,2011
Calculate Assessment Rates April 15,2011
Notice to Proceed with Implementation By May 1,2011
implementation May-September 2011
Elizabeth A.Wood,Senior Administrator
December 14,2010
Page 4
PAYMENT SCHEDULE
The fee for professional services will be due and payable, based on the following schedule and assuming
that notice to proceed is received by January 20, 2011. If notice to proceed occurs after this date, the
payment schedule will be condensed over the anticipated number of months remaining to complete the
project
Payment Due Percent of Total Amount Due
February 2011 25%of professional services fee $8,750
March 2011 25%of professional services fee $8,750
April 2011 25%of professional services fee $8,750
September 2011 25%of professional services fee $8,750
Total $35,000
The execution of this letter agreement indicates acceptance of this proposal and notice to proceed. Upon
execution of this agreement, please provide us with a signed copy for our files. We look forward to working
with you on this project If you have any questions,please feel free to telephone me.
Sincerely.
%,rLUL 9-
Camille P.Tharpe
Senior Vice President
ACCEPTED AND AGREED TO FOR FISCAL YEAR 2011-12:
BY
MONROE COUNTY DATE
ATTACHMENT C
The fixed fee for Tasks 1 —5 to develop and implement the Cudjoe Regional
Assessment Program is amended based on scope changes to$70,802.
Payment Schedule Tasks 1-5
25%of fixed fee($8,750) Delivery of preliminary assessment roll based on 2011 PA
data and estimate of assessable EDU9 for revised scope
service areas
(estimated Feb 1, 2011)
25%of fixed fee($8,750) Delivery of preliminary assessment roll and list of
properties requiring field verification(assumes scope
Issues related to vacant,expanded service area, or other
are resolved by Feb 18,2011)
(estimated March 1,2011)
25%of fixed fee($8,750) Upon notice
(estimated April 1,2011)
25%of fixed fee($8,750) Upon certification of Cudjos Regional Assessment
Program to tax collector
(Estimated mid-September 2011 or earlier)
Payment Schedule Task 6(Big Coppltt, Duck Key and Stock Island Annual
Services)
January 2011 25%of fixed The($5,875.00)
April 2011 25%of fixed fee($5,875.00)
July 2011 25%of fixed flee($5,875.00)
September 2011 25%of fixed fee($5,875.00)
Payment Schedule Task 6(Cudjoe Regional, Big Coppltt, Duck Key and Stock
Island Annual Services)
January 2012-2013 25%of fixed fee($10,000.00 per year)
April 2012-2013 25%of fixed fee($10,000.00 per year)
July 2012-2013 25%of fixed fee($10,000.00 per year)
September 2012-2013 25%of fixed fee($10,000.00 per year)
\ Attw4unag C-Amendment l to April 1 S,2009 Agr=mmt with OSG ibr Non Ad Program
Attachment B/GSG Second Amendment Scenario A
Payment Schedule
GSG Second Amendment
Payment Schedule Scenario A
Tasks 1-5: Development and implementation of the non-ad valorem special
assessment program for the Cudjoe Regional Central Service Area on the 2012 tax
bill.
Cudjoe Regional Central Inner and Outer Islands Program
The fixed fee to develop and implement the Cudjoe Regional Central Inner and Outer
Islands Assessment Program for Lower Sugarloaf north to Big Pine Key with the current
parcels and EDU allocations based on PC Code changes and the most recent 3 year
water consumption data is $42,000.
Certification of the Cudjoe Central Non-ad Valorem Special Assessment tax roll is
required by September 15, 2012 for collection of the system development fees (SDFs)to
begin on the 2012 tax bill.
Monroe County will make partial payments equaling 25% of the $42,000 fixed fee of
$10,500 to GSG upon completion of the following milestones:
• Milestone 1: Delivery of Cudjoe Regional Central Draft Non-Ad Valorem
Assessment Tax Roll to Monroe County for field verification.
Target date: May 7, 2012
[25% of fixed fee: $10,500]
• Milestone 2 - Delivery of Cudjoe Regional Central preliminary Non-Ad Valorem
Assessment Tax Roll to Monroe County for possible inclusion on Initial
Assessment Resolution. Adoption of Initial Assessment Resolution (IAR) is
scheduled for June 20, 2012 BOCC meeting in Marathon with June 5, 2012
agenda deadline. Adoption of the IAR triggers mailing of the First Class Notices
which advise owners of the Equivalent Dwelling Unit (EDU) allocation and
system development fee amount. The First Class Notices direct property owners
ATTACHMENT B/GSG Second Amendment Scenario A
Payment Schedule Page 1 of 5
to submit appeals forms to FKAA if the EDU allocation requires review for
accuracy. Adoption of the Final Assessment Resolution is scheduled for July 18,
2012 BOCC meeting in Key West with July 3, 2012 agenda deadline.
Advertisement of the July 18, 2012 hearing is scheduled to begin on June 25,
2012.
Target date: May 27, 2012
[25% of fixed fee: $10,500]
• Milestone 3 - Delivery of prepayment list to Monroe County and mailing of
prepayment notices.
Target Date: July 23, 2012
[25% of fixed fee: $10,500]
• Milestone 4—Certification and delivery of Cudjoe Regional Central final Non-Ad
Valorem Assessment Tax Roll to Monroe County Tax Collector in compatible
format. Upload certified roll into prepayment database.
Target Date: September 10, 2012
[25% of fixed fee: $10,500]
Task 6: Annual services to certify Stock Island, Big Coppitt, and Duck Key Non-ad
Valorem Special Assessment Tax Rolls and update online database for 2012 tax
year and annual services to additionally certify the Cudjoe Regional Inner and
Outer Island, as well as Supplemental Big Coppitt and Duck Key Non-ad Valorem
Special Assessment Tax Rolls for 2013 tax year.
The fixed fee for annual certification and maintenance of the Stock Island, Big Coppitt,
and Duck Key Non-ad Valorem Special Assessment Tax Rolls and online database
established in the April 15, 2009 GSG Agreement is $23,500 per year.
Monroe County will continue to make payments in FY2012 according the following
schedule established in the GSG First Amendment:
ATTACHMENT B/GSG Second Amendment Scenario A
Payment Schedule Page 2 of 5
January2O12 25Y6of fixed fee ($5.875)
April 2O12 25% of fixed fee ($5.875)
Ju|y2O12 25Y6of fixed fee ($5.875)
September2O12 25% of fixed fee ($5.875)
Following adoption of the Final Assessment Resolution and certified delivery of the
Cudioe Regional Central and Supplemental Big Copph± and Duck Key final Non-Ad
Valorem Assessment Tax Rolls in 2012, annual services will also be required for the
Cudjoe Regional Central Inner and Outer Islands and Supplemental Big Coppitt and
Duck Key Assessment Programs. The fixed fee for annual certification and maintenance
of the Stock Island, Big Coppitt, Duck Key, and Cudjoe Regional Central Inner and Outer
Island Non-ad Valorem Special Assessment Tax Rolls and online database is $40.000
per year.
The supplemental Big Coppitt and Duck Key tax roll will be delivered annually to the tax
collector as e separate tax roll. Although the parcels are located in the Big Coppittend
Duck Key service Areas, the tasks associated with certification of the tax roll including
creating the tax roll based on the prior year roll, removing prepayments updated in the
online database, allocating E[)Us for split or joined parcels, and ce rtificehon/de livery of
the tax roll have tobe replicated.
The additional fixed fee for the annual certification and maintenance of the Supplemental
Big Coppitt and Duck Key Special Assessment Tax Rolls and online database
established is $75O per year for e total fixed fee of$40.75O for the Stock Island, Big
Coppitt and Duck Key, Supplemental Big Coppitt and Duck Key, and CuchoeRegional
Central Inner and Outer Island Programs.
Once GSG certifies delivery of the Cudjoe Regional Central Inner and Outer Islands final
Non-ad Valorem Assessment Tax Roll and the Supplemental Big Coppitt and Duck Key
Tex Flo|| to the Tax Co||ector, Monroe County will make payments for the additional
annual services inFY2O13 according to the following schedule:
ATTACHMENT B/GSG Second Amendment Scenario A
Payment Schedule Page 3of5
January 2013 25% of fixed fee ($10,187.50)
April 2013 25% of fixed fee ($10,187.50)
July 2013 25% of fixed fee ($10,187.50)
September 2013 25% of fixed fee ($10,187.50)
The option to extend the annual services for an additional five year period is reserved.
An amendment should be adopted prior to April 2013 to establish responsibility for
annual services and database maintenance in 2014 through 2018.
The Stock Island Assessment Program began in 2004 and had 5, 10, and 20 year terms.
The Stock Island Program has final years of collection in 2008, 2013, and 2023. The Big
Coppitt and Duck Key Program began in 2007 and had a 20 year term with the final
collection year in 2026. The Cudjoe Regional Central and Supplemental Big Coppitt and
Duck Key Program if started in 2012 with a 20 year term will have a final year collection
in 2031.
Task 7: Development and implementation of the non-ad valorem special
assessment program for the Supplemental Big Coppitt and Duck Key Program on
the 2012 tax bill.
Monroe County provided data by parcel id for the Big Coppitt/Duck Key Service Areas
and permits issued between October 1, 2006 through July 26, 2011 for Big Coppitt,
Shark Key and Duck Key to GSG. The list of permits likely to require wastewater
service, titled Engineering "WASTE" Review Stop Permit Types was also provided.
The fixed fee to develop and certify the supplemental Big Coppitt and Duck Key Non-ad
Valorem Special Assessment Tax Rolls is $3,000.
Monroe County will make partial payments equaling 50% of the fixed fee of$3,000 to
GSG upon completion of the following milestones:
ATTACHMENT B/GSG Second Amendment Scenario A
Payment Schedule Page 4 of 5
w Milestone Delivery of Supplemental Big Copp#±and Duck Key preliminary
Non-Ad Valorem Assessment Tax Roll to Monroe County for possible inclusion
on Initial Assessment Resolution. Adoption of Initial Assessment Resolution
(IAR) is scheduled for June 20, 2012 BOCC meeting in Marathon with June 5,
2012 agenda deadline. Adoption of the IAR triggers mailing of the First Class
Notices which advise owners of the Equivalent Dwelling Unit (EDU)allocation
and system development fee amount. The First Class Notices direct property
owners to submit appeals forms to FKA\ if the EOU allocation naquinaa review for
accuracy. Adoption of the Final Assessment Resolution is scheduled for July 18,
2O12B[)CC meeting in Key West with July 3. 2O12 agenda deadline.
Advertisement of the July 18. 2O12 hearing ia scheduled to begin onJune 25,
2012.
Target date: May 27, 2012
[5Of6of fixed fee: $1.500]
� Milestone 2 - Certification and delivery of Supplemental Big Coppitt and Duck
Key final Non-Ad Valorem Assessment Tax Roll to Monroe County Tax Collector
in compatible format. Upload certified roll into prepayment database.
Target Date: September Y[\ 2012
[5O% of fixed fee: $1.500]
ATTACHMENT B/GSG Second Amendment Scenario A
Payment Schedule Page 5of5
Attachment B/GSG Second Amendment Scenario B
Payment Schedule
GSG Second Amendment
Payment Schedule Scenario B
Tasks 1-5: Development and implementation of the non-ad valorem special
assessment program for the Cudjoe Regional Central Inner Island Service Area on
the 2012 tax bill.
Cudjoe Regional Central Inner Island Program
The fixed fee to develop and implement the Cudjoe Regional Central Inner Islands
Assessment Program with the current parcels and EDU allocations based on PC Code
changes and the most recent 3 year water consumption data is $36,000.
Certification of the Cudjoe Central Non-ad Valorem Special Assessment tax roll is
required by September 15, 2012 for collection of the system development fees (SDFs)to
begin on the 2012 tax bill.
Monroe County will make partial payments equaling 25% of the $36,000 fixed fee of
$9,000 to GSG upon completion of the following milestones:
• Milestone 1: Delivery of Cudjoe Regional Inner Islands Draft Non-Ad Valorem
Assessment Tax Roll to Monroe County for field verification.
Target date: May 7, 2012
[25% of fixed fee: $9,000]
• Milestone 2 - Delivery of Cudjoe Regional Central Inner Islands preliminary Non-
Ad Valorem Assessment Tax Roll to Monroe County for possible inclusion on
Initial Assessment Resolution. Adoption of Initial Assessment Resolution (IAR) is
scheduled for June 20, 2012 BOCC meeting in Marathon with June 5, 2012
agenda deadline. Adoption of the IAR triggers mailing of the First Class Notices
which advise owners of the Equivalent Dwelling Unit(EDU)allocation and
system development fee amount. The First Class Notices direct property owners
to submit appeals forms to FKAA if the EDU allocation requires review for
ATTACHMENT B/GSG Second Amendment Scenario B
Payment Schedule Page 1 of 5
accuracy. Adoption of the Final Assessment Resolution is scheduled for July 18,
2012 BOCC meeting in Key West with July 3, 2012 agenda deadline.
Advertisement of the July 18, 2012 hearing is scheduled to begin on June 25,
2012.
Target date: May 27, 2012
[25% of fixed fee: $9,000]
• Milestone 3 - Delivery of prepayment list to Monroe County and mailing of
prepayment notices.
Target Date:July 23, 2012
[25% of fixed fee: $9,000]
• Milestone 4—Certification and delivery of Cudjoe Regional Central Inner Island
final Non-Ad Valorem Assessment Tax Roll to Monroe County Tax Collector in
compatible format. Upload certified roll into prepayment database.
Target Date: September 10, 2012
[25% of fixed fee: $9,000]
Task 6: Annual services to certify Stock Island, Big Coppitt, and Duck Key Non-ad
Valorem Special Assessment Tax Rolls for 2012 tax year and annual services to
additionally certify the Cudjoe Regional Inner Island and Supplemental Big Coppitt
and Duck Key Non-ad Valorem Special Assessment Tax Rolls for 2013 tax year.
The fixed fee for annual certification and maintenance of the Stock Island, Big Coppitt,
and Duck Key Non-ad Valorem Special Assessment Tax Rolls and online database
established in the April 15, 2009 GSG Agreement is $23,500 per year.
Monroe County will continue to make payments in FY2012 according the following
schedule established in the GSG First Amendment:
January 2012 25% of fixed fee ($5,875)
April 2012 25% of fixed fee ($5,875)
July 2012 25% of fixed fee ($5,875)
September 2012 25% of fixed fee ($5,875)
ATTACHMENT B/GSG Second Amendment Scenario B
Payment Schedule Page 2 of 5
Following adoption of the Final Assessment Resolution and certified delivery of the
Cudjoe Regional Central Inner Islands and Supplemental Big Coppitt and Duck Key final
Non-Ad Valorem Assessment Tax Rolls in 2012, annual services will also be required for
the Cudjoe Regional Central Inner Islands and Supplemental Big Coppitt and Duck Key
Assessment Programs. The fixed fee for annual certification and maintenance of the
Stock Island, Big Coppitt, Duck Key, and Cudjoe Regional Central Inner Islands Non-ad
Valorem Special Assessment Tax Rolls and online database is $29,750 per year.
The supplemental Big Coppitt and Duck Key tax roll will be delivered annually to the tax
collector aea separate tax roll. Although the parcels are located in the Big Coppittand
Duck Key service Areas, the tasks associated with certification of the tax roll including
creating the tax roll based on the prior year roll, removing prepayments updated in the
online database, allocating EDUa for split or joined parce|a, and cedification/de livery of
the tax roll have to be replicated.
The additional fixed fee for the annual certification and maintenance of the Supplemental
Big Coppitt and Duck Key Special Assessment Tax Rolls and online database
established is $750 per year for a total fixed fee of$30,500 for the Stock Island, Big
Coppitt and Duck Key, Supplemental Big Coppitt and Duck Key, and CudioeRegional
Central Inner Island Programs.
Once GSG certifies delivery of the Cudjoe Regional Central Inner Islands final Non-ad
Valorem Assessment Tax Roll and the Supplemental Big Coppitt and Duck Key Tax Roll
to the Tax Collector, Monroe County will make payments for the additional annual
services |nFY2O13 according to the following schedule:
January2O13 25% of fixed fee ($7.825)
Apri| 2O13 25% of fixed fee ($7.825)
Ju|y2O13 25% of fixed fee ($7.625)
8eptennber2O13 25% of fixed fee ($7.825)
ATTACHMENT B/OS8 Second Amendment Scenario B
Payment Schedule Page 3of5
The option to extend the annual services for an additional five year period is reserved.
An amendment should be adopted prior to April 2013 to establish responsibility for
annual services and database maintenance in 2014 through 2018.
The Stock Island Assessment Program began in 2004 and had 5, 10, and 20 year terms.
The Stock Island Program has final years of collection in 2008, 2013, and 2023. The Big
Coppitt and Duck Key Program began in 2007 and had a 20 year term with the final
collection year in 2026. The Cudjoe Regional Central and Supplemental Big Coppitt and
Duck Key Program if started in 2012 with a 20 year term will have a final year collection
in 2031.
Task 7: Development and implementation of the non-ad valorem special
assessment program for the Supplemental Big Coppitt and Duck Key Program on
the 2012 tax bill.
Monroe County provided data by parcel id for the Big Coppitt/Duck Key Service Areas
and permits issued between October 1, 2006 through July 26, 2011 for Big Coppitt,
Shark Key and Duck Key to GSG. The list of permits likely to require wastewater
service, titled Engineering "WASTE" Review Stop Permit Types was also provided.
The fixed fee to develop and certify the supplemental Big Coppitt and Duck Key Non-ad
Valorem Special Assessment Tax Rolls is $3,000.
Monroe County will make partial payments equaling 50% of the fixed fee of$3,000 to
GSG upon completion of the following milestones:
• Milestone 1 - Delivery of Supplemental Big Coppitt and Duck Key preliminary
Non-Ad Valorem Assessment Tax Roll to Monroe County for possible inclusion
on Initial Assessment Resolution. Adoption of Initial Assessment Resolution
(IAR) is scheduled for June 20, 2012 BOCC meeting in Marathon with June 5,
2012 agenda deadline. Adoption of the IAR triggers mailing of the First Class
Notices which advise owners of the Equivalent Dwelling Unit(EDU)allocation
and system development fee amount. The First Class Notices direct property
ATTACHMENT B/GSG Second Amendment Scenario B
Payment Schedule Page 4 of 5
owners to submit appeals forms to FKAA if the EDU allocation requires review for
accuracy. Adoption of the Final Assessment Resolution is scheduled for July 18,
2012 BOCC meeting in Key West with July 3, 2012 agenda deadline.
Advertisement of the July 18, 2012 hearing is scheduled to begin on June 25,
2012.
Target date: May 27, 2012
[50%of fixed fee: $1,500]
• Milestone 2 -Certification and delivery of Supplemental Big Coppitt and Duck
Key final Non-Ad Valorem Assessment Tax Roll to Monroe County Tax Collector
in compatible format. Upload certified roll into prepayment database.
Target Date: September 10, 2012
[50% of fixed fee: $1,500]
ATTACHMENT B/GSG Second Amendment Scenario B
Payment Schedule Page 5 of 5
Attachment B/GSG Second Amendment Scenario C
Payment Schedule
GSG Second Amendment
Payment Schedule Scenario C
Tasks 1-5: Development and implementation of the non-ad valorem special
assessment program for the Cudjoe Regional Central Inner Islands Service Area
on the 2012 tax bill and Outer Islands on the 2013 tax bill.
Cudjoe Regional Central Inner Islands Program
The fixed fee to develop and implement the Cudjoe Regional Central Inner Islands
Assessment Program with the current parcels and EDU allocations based on PC Code
changes and the most recent 3 year water consumption data is $36,000.
Certification of the Cudjoe Central Non-ad Valorem Special Assessment tax roll is
required by September 15, 2012 for collection of the system development fees (SDFs)to
begin on the 2012 tax bill.
Monroe County will make partial payments equaling 25% of the $36,000 fixed fee of
$9,000 to GSG upon completion of the following milestones:
• Milestone 1: Delivery of Cudjoe Regional Inner Islands Draft Non-Ad Valorem
Assessment Tax Roll to Monroe County for field verification.
Target date: May 7, 2012
[25% of fixed fee: $9,000]
• Milestone 2 - Delivery of Cudjoe Regional Central Inner Island preliminary Non-
Ad Valorem Assessment Tax Roll to Monroe County for possible inclusion on
Initial Assessment Resolution. Adoption of Initial Assessment Resolution (IAR) is
scheduled for June 20, 2012 BOCC meeting in Marathon with June 5, 2012
agenda deadline. Adoption of the IAR triggers mailing of the First Class Notices
which advise owners of the Equivalent Dwelling Unit (EDU) allocation and
system development fee amount. The First Class Notices direct property owners
to submit appeals forms to FKAA if the EDU allocation requires review for
ATTACHMENT C/GSG Second Amendment Scenario C
Payment Schedule Page 1 of 6
accuracy. Adoption of the Final Assessment Resolution is scheduled for July 18,
2012 BOCC meeting in Key West with July 3, 2012 agenda deadline.
Advertisement of the July 18, 2012 hearing is scheduled to begin on June 25,
2012.
Target date: May 27, 2012
[25% of fixed fee: $9,000]
• Milestone 3 - Delivery of prepayment list to Monroe County and mailing of
prepayment notices.
Target Date: July 23, 2012
[25% of fixed fee: $9,000]
• Milestone 4—Certification and delivery of Cudjoe Regional Central Inner Islands
final Non-Ad Valorem Assessment Tax Roll to Monroe County Tax Collector in
compatible format. Upload certified roll into prepayment database.
Target Date: September 10, 2012
[25% of fixed fee: $9,000]
Cudjoe Regional Outer Islands Program
The fixed fee to develop and implement the Cudjoe Regional Outer Island Assessment
Program with the current parcels and EDU allocations based on PC Code changes and
the most recent 3 year water consumption data is $18,000.
Certification of the Cudjoe Central Non-ad Valorem Special Assessment tax roll is
required by September 15, 2013 for collection of the system development fees (SDFs)to
begin on the 2013 tax bill.
Monroe County will make partial payments equaling 25% of the $18,000 fixed fee of
$4,500 to GSG upon completion of the following milestones:
ATTACHMENT C/GSG Second Amendment Scenario C
Payment Schedule Page 2 of 6
• Milestone 1: Delivery of Cudjoe Regional Central Outer Island Draft Non-Ad
Valorem Assessment Tax Roll to Monroe County for field verification.
Target date: May 7, 2012
[25%of fixed fee: $4,500]
• Milestone 2 - Delivery of Cudjoe Regional Central Outer Island Central
preliminary Non-Ad Valorem Assessment Tax Roll to Monroe County for possible
inclusion on Initial Assessment Resolution. Adoption of Initial Assessment
Resolution (IAR) is scheduled for December 12, 2012 BOCC meeting in
Marathon with November 27, 2012 agenda deadline. Adoption of the IAR triggers
mailing of the First Class Notices which advise owners of the Equivalent Dwelling
Unit (EDU) allocation and system development fee amount. The First Class
Notices direct property owners to submit appeals forms to FKAA if the EDU
allocation requires review for accuracy. Adoption of the Final Assessment
Resolution is scheduled for January 16, 2013 BOCC meeting in Key West with
January 1, 2013 agenda deadline. Advertisement of the January 16, 2012
hearing is scheduled to begin on December 24, 2012.
Target date: November 13, 2012
[25%of fixed fee: $4,500]
• Milestone 3 - Delivery of prepayment list to Monroe County and mailing of
prepayment notices.
Target Date: January 21, 2012
[25%of fixed fee: $4,500]
• Milestone 4—Certification and delivery of Cudjoe Regional Central Outer Island
final Non-Ad Valorem Assessment Tax Roll to Monroe County Tax Collector in
compatible format. Upload certified roll into prepayment database.
Target Date: February 14, 2013
[25%of fixed fee: $4,5001
ATTACHMENT C/GSG Second Amendment Scenario C
Payment Schedule Page 3 of 6
Task 6: Annual services to certify Stock Island, Big Coppitt, and Duck Key Non-ad
Valorem Special Assessment Tax Rolls for 2012 tax year and annual services to
additionally certify the Cudjoe Regional Inner and Outer Island, as well as
Supplemental Big Coppitt and Duck Key Non-ad Valorem Special Assessment Tax
Rolls for 2013 tax year.
The fixed fee for annual certification and maintenance of the Stock Island, Big Coppitt,
and Duck Key Non-ad Valorem Special Assessment Tax Rolls and online database
established in the April 15, 2009 GSG Agreement is $23,500 per year.
Monroe County will continue to make payments in FY2012 according the following
schedule established in the GSG First Amendment:
January 2012 25% of fixed fee ($5,875)
April 2012 25% of fixed fee ($5,875)
July 2012 25% of fixed fee ($5,875)
September 2012 25% of fixed fee ($5,875)
Following adoption of the Final Assessment Resolution and certified delivery of the
Cudjoe Regional Central Inner Islands and Supplemental Big Coppitt and Duck Key final
Non-Ad Valorem Assessment Tax Rolls in 2012, annual services will also be required for
the Cudjoe Regional Central Inner Islands and Supplemental Big Coppitt and Duck Key
Assessment Programs. The fixed fee for annual certification and maintenance of the
Stock Island, Big Coppitt, Duck Key, and Cudjoe Regional Central Inner Islands Non-ad
Valorem Special Assessment Tax Rolls and online database is $29,750 per year.
The supplemental Big Coppitt and Duck Key tax roll will be delivered annually to the tax
collector as a separate tax roll. Although the parcels are located in the Big Coppitt and
Duck Key service Areas, the tasks associated with certification of the tax roll including
creating the tax roll based on the prior year roll, removing prepayments updated in the
online database, allocating EDUs for split or joined parcels, and certification/delivery of
the tax roll have to be replicated.
ATTACHMENT C/GSG Second Amendment Scenario C
Payment Schedule Page 4 of 6
The additional fixed fee for the annual certification and maintenance of the Supplemental
Big Coppitt and Duck Key Special Assessment Tax Rolls and online database
established is $750 per year for a total fixed fee of$30,500 for the Stock Island, Big
Coppitt and Duck Key, Supplemental Big Coppitt and Duck Key, and Cudjoe Regional
Central Inner Island Programs.
Once GSG certifies delivery of the Cudjoe Regional Central Inner Islands final Non-ad
Valorem Assessment Tax Roll and the Supplemental Big Coppitt and Duck Key Tax Roll
to the Tax Collector, Monroe County will make payments for the additional annual
services in FY 2013 according to the following schedule:
January 2013 25% of fixed fee ($7,625)
April 2013 25% of fixed fee ($7,625)
July 2013 25% of fixed fee ($7,625)
September 2013 25% of fixed fee ($7,625)
The option to extend the annual services for an additional five year period is reserved.
An amendment should be adopted prior to April 2013 to establish responsibility for
annual services and database maintenance in 2014 through 2018. The fixed fee for
annual service and database management following implementation of the Cudjoe
Regional Outer Island Program is $42,250.
The Stock Island Assessment Program began in 2004 and had 5, 10, and 20 year terms.
The Stock Island Program has final years of collection in 2008, 2013, and 2023. The Big
Coppitt and Duck Key Program began in 2007 and had a 20 year term with the final
collection year in 2026. The Cudjoe Regional Central and Supplemental Big Coppitt and
Duck Key Program if started in 2012 with a 20 year term will have a final year collection
in 2031.
Task 7: Development and implementation of the non-ad valorem special
assessment program for the Supplemental Big Coppitt and Duck Key Program on
the 2012 tax bill.
ATTACHMENT C/GSG Second Amendment Scenario C
Payment Schedule Page 5 of 6
Monroe County provided data by parcel id for the Big Coppitt/Duck Key Service Areas
and permits issued between October 1, 2OU6 through July 26. 2O11 for Big Coppitt.
Shark Key and Duck Key to G8G. The list of permits likely to require wastewater
service, titled Engineering "WASTE" Review Stop Permit Types was also provided.
The fixed fee to develop and certify the supplemental Big Coppitt and Duck Key Non-ad
Valorem Special Assessment Tax Rolls ia $3.00O.
Monroe County will make partial payments equaling 5O% ofthe fixed fee of$3.00Oto
G8G upon completion of the following milestones:
• Milestone 1 - Delivery ofSupplemental Big Coppitt and Duck Key preliminary
Non-Ad Valorem Assessment Tax Roll to Monroe County for possible inclusion
on Initial Assessment Resolution. Adoption of Initial Assessment Resolution
(|AR) ia scheduled for June 2U, 2O12BCJCC meeting in Marathon with June 5.
2012 agenda deadline. Adoption of the IAR triggers mailing of the First Class
Notices which advise owners of the Equivalent Dwelling Unit (EDU)allocation
and system development fee amount. The First Class Notices direct property
owners to submit appeals forms to FK/V\ if the EDU allocation requires review for
accuracy. Adoption of the Final Assessment Resolution is scheduled for July 18,
2U12BCJCC meeting in Key West with July 3, 2O12 agenda deadline.
Advertisement of the July 18, 2012 hearing is scheduled to begin on June 25,
2012.
Target date: May 27, 2012
[50% of fixed fee: $1.500]
w Milestone 2 -Certification and delivery of Supplemental Big Coppitt and Duck
Key final Non-Ad Valorem Assessment Tax Roll toMonroe County Tax Collector
in compatible format. Upload certified roll into prepayment database.
Target Date: September /[\ 20/2
[5O% of fixed fee: $1.500]
ATTACHMENT C/GSG Second Amendment Scenario C
Payment Schedule Page GofG
Attachment B/GSG Second Amendment Scenario D
Payment Schedule
GSG Second Amendment
Payment Schedule Scenario D
Task 6: Annual services to certify Stock Island, Big Coppitt, and Duck Key Non-ad
Valorem Special Assessment Tax Rolls for 2012 tax year and annual services to
additionally certify the Supplemental Big Coppitt and Duck Key Non-ad Valorem
Special Assessment Tax Rolls for 2013 tax year.
The fixed fee for annual certification and maintenance of the Stock Island, Big Coppitt,
and Duck Key Non-ad Valorem Special Assessment Tax Rolls and online database
established in the April 15, 2009 GSG Agreement is $23,500 per year.
Monroe County will continue to make payments in FY2012 according the following
schedule established in the GSG First Amendment:
January 2012 25% of fixed fee ($5,875)
April 2012 25% of fixed fee ($5,875)
July 2012 25% of fixed fee ($5,875)
September 2012 25% of fixed fee ($5,875)
The supplemental Big Coppitt and Duck Key tax roll will be delivered annually to the tax
collector as a separate tax roll. Although the parcels are located in the Big Coppitt and
Duck Key service Areas, the tasks associated with certification of the tax roll including
creating the tax roll based on the prior year roll, removing prepayments updated in the
online database, allocating EDUs for split or joined parcels, and certification/delivery of
the tax roll have to be replicated.
The additional fixed fee for the annual certification and maintenance of the Supplemental
Big Coppitt and Duck Key Special Assessment Tax Rolls and online database
established is $750 per year for a total fixed fee of$24,250 for the Stock Island, Big
Coppitt and Duck Key, Supplemental Big Coppitt and Duck Key, and Cudjoe Regional
Central Inner Island Programs.
ATTACHMENT B/GSG Second Amendment Scenario D
Payment Schedule Page 1 of 3
Once GSG certifies delivery of the Cudjoe Regional Central Inner Islands final Non-ad
Valorem Assessment Tax Roll and the Supplemental Big Coppitt and Duck Key Tax Roll
to the Tax Collector, Monroe County will make payments for the additional annual
services in FY 2013 according to the following schedule:
January 2013 25% of fixed fee ($6,062.50)
April 2013 25% of fixed fee ($6,062.50)
July 2013 25% of fixed fee ($6,062.50)
September 2013 25% of fixed fee ($6,062.50)
The option to extend the annual services for an additional five year period is reserved.
An amendment should be adopted prior to April 2013 to establish responsibility for
annual services and database maintenance in 2014 through 2018.
The Stock Island Assessment Program began in 2004 and had 5, 10, and 20 year terms.
The Stock Island Program has final years of collection in 2008, 2013, and 2023. The Big
Coppitt and Duck Key Program began in 2007 and had a 20 year term with the final
collection year in 2026. The Cudjoe Regional Central and Supplemental Big Coppitt and
Duck Key Program if started in 2012 with a 20 year term will have a final year collection
in 2031.
Task 7: Development and implementation of the non-ad valorem special
assessment program for the Supplemental Big Coppitt and Duck Key Program on
the 2012 tax bill.
Monroe County provided data by parcel id for the Big Coppitt/Duck Key Service Areas
and permits issued between October 1, 2006 through July 26, 2011 for Big Coppitt,
Shark Key and Duck Key to GSG. The list of permits likely to require wastewater
service, titled Engineering "WASTE" Review Stop Permit Types was also provided.
The fixed fee to develop and certify the supplemental Big Coppitt and Duck Key Non-ad
Valorem Special Assessment Tax Rolls is $3,000.
ATTACHMENT B/GSG Second Amendment Scenario D
Payment Schedule Page 2 of 3
Monroe County will make partial payments equaling 50% of the fixed fee of$3,000 to
GSG upon completion of the following milestones:
• Milestone 1 - Delivery of Supplemental Big Coppitt and Duck Key preliminary
Non-Ad Valorem Assessment Tax Roll to Monroe County for possible inclusion
on Initial Assessment Resolution. Adoption of Initial Assessment Resolution
(IAR) is scheduled for June 20, 2012 BOCC meeting in Marathon with June 5,
2012 agenda deadline. Adoption of the IAR triggers mailing of the First Class
Notices which advise owners of the Equivalent Dwelling Unit(EDU)allocation
and system development fee amount. The First Class Notices direct property
owners to submit appeals forms to FKAA if the EDU allocation requires review for
accuracy. Adoption of the Final Assessment Resolution is scheduled for July 18,
2012 BOCC meeting in Key West with July 3, 2012 agenda deadline.
Advertisement of the July 18, 2012 hearing is scheduled to begin on June 25,
2012.
Target date:May 27, 2012
[50% of fixed fee: $1,500]
• Milestone 2 -Certification and delivery of Supplemental Big Coppitt and Duck
Key final Non-Ad Valorem Assessment Tax Roll to Monroe County Tax Collector
in compatible format. Upload certified roll into prepayment database.
Target Date: September 10, 2012
[50% of fixed fee: $1,5001
ATTACHMENT B/GSG Second Amendment Scenario D
Payment Schedule Page 3 of 3