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08/15/2022 Agreement
Monroe County Purchasing Policy and Procedures ATTACHMENT D.5 COUNTY ADMINISTRATOR CONTRACT SUMMARY FORM FOR CONTRACTS LESS THAN$50,000.00 Contract with: Ever reed Solutions,LL6, Contract# Effective Date: Expiration Date: Contract Purpose/Description: Agreement with Evergreen Solutions,LLC,for certain mana'gtiment consulting soruices per Addendum B (dated,tune 14,2022),of attached. CompE nsation baspM on Tasks 1-6. Contract is Original Agreement Contract Amendment/Extension Renewal Contract Manager: ParnAa Pumar 4451� Employee Services (Name) (Ext.) (Department/Stop #) Total Dollar Value of Contract: $ Current Year Portion: $ (must be less than$50,000) 2,8,,0,0 0 0 (If multiyear agreement then . requires BOCC approval,unless the gos�fl cuwuk e�m,auw i� dess dw ")'50 I h9'0 Budgeted? Yes❑■ No ❑ Grant: $0.00 County Match: $0.00 Fund/Cost Center/Spend Categry: CC 06500-Personnel; SC 00038-Professional Services ADDITIONAL COSTS Estimated Ongoing Costs: $ /yr For: N/A (Not included in dollar value above) (e.g. maintenance,utilities,janitorial,salaries,etc.) IInsurance Required: YES 0 NO ❑ CONTRACT REVIEW Changes Date In Needed Reviewer Date In Department Head Yes❑No X❑ �a[s Bryan Cook Digitally202signed 28/5 Bryan Cook '2022.0. 1209A2-04'00' County Attorney Yes❑ No❑X C .«r -..` Risk Management Yes❑No0 Digitally signed by Jahn Quinn John Quinn Date:2022.08.1515:48:13 O.M.B./Purchasing Yes❑No❑X 04'00' Comments: Revised BOCC 1/21/2022 „m,�; 8 d d� 11 0 6 Consulting Services Agreement By and Between Monroe County, Florida and Evergreen Solutions, LLC This Agreement(the "Agreement"), dated as of August 15 , 2022, is made by and between Evergreen Solutions, LLC, a Florida corporation ("Evergreen"), and Monroe County(the "Client"). WHEREAS, Evergreen Solutions and the Client desire to enter into an agreement whereby Evergreen will provide certain management consulting services for the Client on the terms and conditions hereinafter set forth; and WHEREAS, Evergreen Solutions is willing to provide such management consulting services for the Client. NOW, THEREFORE, the parties hereto agree as follows: 1. Engagement.Evergreen Solutions hereby agrees to provide such management consulting services for the Client as may be reasonably requested by the Client in connection with the Letter Proposal submitted by Evergreen Solutions on June 14, 2022. 2. Extent of Services. The Scope of Services is as outlined in the proposal attached as Addendum B. Evergreen Solutions agrees to perform such services to the best of its ability and in a diligent and conscientious manner and to devote appropriate time, energies and skill to those duties called for hereunder during the term of this Agreement and in connection with the performance of such duties to act in a manner consistent with the primary objective of completing the engagement. Evergreen Solutions agrees to devote such time as is reasonably required to fulfill its duties hereunder. 1 Page 1 Throughout the duration of this agreement,Evergreen Solutions will serve as an independent contractor of the Client, as such; Evergreen Solutions will obey all laws relating to federal and state income taxes, associated payroll and business taxes, licenses and fees,workers compensation insurance, and all other applicable state and federal laws and regulations. In the successful completion of this engagement, Evergreen Solutions may utilize subcontractors, but Evergreen Solutions shall remain completely responsible to the Client for performance under this Agreement. 3. Term. The engagement of the Consultant hereunder by Client shall commence as of the date hereof and shall continue through ninety(90)days from execution of this Agreement by both parties, unless earlier terminated, pursuant to Section 5 hereof. 4. Compensation. (a)As compensation for the services contemplated herein and for performance rendered by Evergreen Solutions of its duties and obligations hereunder, the Client shall pay to Evergreen Solutions an aggregate fee equal to twenty-eight thousand and zero dollars(528,000)(the "Consulting Fee"), earned and payable according to the following invoice/payment schedule: 0 33%-upon completion of Tasks l —2 0 33%-upon completion of Tasks 3—4 0 34%-upon completion of Tasks 5—6 (b) The Client's sole obligation shall be to pay Evergreen Solutions the amounts described in Section 4(a) of this Agreement, and the Consultant is not and shall not be deemed an employee of the Client for any purpose. (c) This Agreement is subject to annual appropriation by the Monroe County Board of County Commissioners. 5. Termination. This Agreement shall be terminated as follows: (a) 30 days after written notice of termination is given by either party at any time after June 14, 2022, provided however,that if the Client shall terminate this Agreement pursuant to this Section 5(a)for any reason other than Consultant's material breach of this Agreement(having given prior notice of, and reasonable opportunity for Consultant to cure, any such breach), Client shall pay to consultant in one lump sum an amount equal to that unpaid portion of the aggregate Consulting Fee for any services rendered prior to the date of such termination. (b)On such date as is mutually agreed by the parties in writing. (c)Upon expiration of the Term as set forth in Section 3. If Client elects to terminate for material breach then Client shall pay to consultant in one lump sum an amount equal only to that for which services have been rendered. Upon termination of this Agreement pursuant to this Section 5, except as contemplated by Section 5(a) in the event Client terminates this Agreement in the absence of continuing material breach hereof by Consultant, Consultant shall be entitled to payment of only that portion of the Consulting Fee earned 1 Page 2 through the effective date of such termination and any portion of the Lump Sum Payment which has not been paid to Consultant as of the effective date of such termination. 6. Confidential Information. Evergreen Solutions shall not, at any time during or following expiration or termination of its engagement hereunder(regardless of the manner, reason, time or cause thereof)directly or indirectly disclose or furnish to any person not entitled to receive the same for the immediate benefit of the Client any trade secrets or confidential information as determined by the Client in writing. 7. Covenants. Evergreen Solutions agrees to (a)faithfully and diligently do and perform the acts and duties required in connection with its engagement hereunder, and(b) not engage in any activity which is or likely is contrary to the welfare, interest or benefit of the business now or hereafter conducted by the Client. 8. Binding Effect. This Agreement will inure to the benefit of and shall be binding upon the parties hereto and their respective successors or assigns(whether resulting from any re organization, consolidation or merger of either of the parties or any assignment to a business to which all or substantially all of the assets of either party are sold). 9. Entire Agreement. This Agreement, including the aforementioned letter proposal and AddendaA and B to this Agreement, contains the entire agreement and understanding of the parties with respect to the subject matter-hereof, supersedes all prior-agreements and understandings with respect thereto and cannot be modified, amended,waived or terminated, in whole or in part, except in writing signed by the party to be charged. 10.Notices. All notices required to be given under-the terms of this Agreement or which any of the parties desires to give hereunder shall be in writing and personally delivered or sent by registered or certified mail,return receipt requested, or sent by facsimile transmission, addressed as follows: (a.)if to Evergreen Solutions addressed to: Evergreen Solutions, LLC Attention: Dr. Jeff Ling,President 2878 Remington Green Circle Tallahassee, Florida 32308 (b.)1f to the Client addressed to: Monroe County Attention: Ms. Pamela L. Pumar, Sr. Administrator Human Resources The Historic Gato Cigar Factory 1110 Simonton St, Suite 268 Key West,Florida 33040 Any party may designate a change of address at any time by giving written notice thereof to the other parties. 11.Miscellaneous. This Agreement: (a) shall be binding upon and inure to the benefit of the parties hereto and their respective successors and permitted assigns; 1 Page 3 (b)may not(except as provided in Section 9 hereof)be assigned by either party hereto without the prior written consent of the other party(any purported assignment hereof in violation of this provision being null and void); (c)may be executed in any number of counterparts, and by any party on separate counterparts,each of which as so executed and delivered shall be deemed an original but all of which together shall constitute one and the same instrument, and it shall not be necessary in making proof of this Agreement as to any party hereto to produce or account for more than one such counterpart executed and delivered by such party; (d)may be amended,modified or supplemented only by a written instrument executed by all of the parties hereto; and (e)embodies the entire agreement and understanding of the parties hereto in respect of the transactions contemplated hereby and supersedes all prior agreements and understandings among the parties with respect thereto. IN WITNESS WTMREOF,the parties hereto have executed this Agreement as of the date first above written. Evergreen Solutions,LLC ---P4�------------------------------------------------ Jeff Ling, President Monroe County ---- ------- -----;�"'�=--� ^�'"= ---------------------- Roman Gastesi,County Administrator Approved as to form and legal sufficiency- Monroe County Attorney's Office r Page 4 Addendum A (State and Local Clauses Only) The following clauses are added into the attached Agreement as if fully set forth therein: 1. Florida Public Records law(F.S. 119.0701). RECORDS- ACCESS AND AUDITS: Pursuant to F.S. 1 19.0701, Contractor and its subcontractors shall comply with all public records laws of the State of Florida, including but not limited to: a. Keep and maintain public records required by Monroe County in order to perform the service. b. Upon request from the public agency's custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Florida Statutes, Chapter 119 or as otherwise provided by law. c. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the contractor does not transfer the records to the public agency. d. Upon completion of the contract, transfer, at no cost, to Monroe County all public records in possession of the contractor or keep and maintain public records required by the public agency to perform the service. If the contractor transfers all public records to the public agency upon completion of the contract, the contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. if the contractor keeps and maintains public records upon completion of the contract, the contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to Monroe County, upon request from the public agency's custodian of records, in a format that is compatible with the information technology systems of Monroe County. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS, BRIAN BRADLEY, AT (305) 292-34709 ;I , , , ,ll, ; ,,,,,, I�)d. n() oniroccount ;;;;;;1.1! ;;, c/o Monroe County Attorney's Office, 1111 12tn St., Suite 408, Key West FL 33040. 2. F.S. 287.0582, F.S. and Monroe County Purchasing Policy: Monroe County's performance and obligation to pay under this contract is contingent upon an annual appropriation by the BOCC. 3. Insurance Requirements (Monroe County Risk Manual): The vendor is required to provide the following insurance coverage: 3.1 General Insurance Requirements for Other Contractors and Subcontractors. As a pre-requisite of the work governed, the CONTRACTOR shall obtain, at his/her own expense, insurance as specified in any attached schedules, which are made part of this contract. The CONTRACTOR will ensure that the insurance obtained will extend protection to all Subcontractors engaged by the CONTRACTOR. As an alternative, the CONTRACTOR may require all Subcontractors to obtain insurance consistent with the attached schedules; however CONTRACTOR 1 Page 5 is solely responsible to ensure that said insurance is obtained and shall submit proof of insurance to COUNTY. Failure to provide proof of insurance shall be grounds for termination of this Agreement. The CONTRACTOR will not be permitted to commence work governed by this contract until satisfactory evidence of the required insurance has been furnished to the COUNTY as specified below. Delays in the commencement of work, resulting from the failure of the CONTRACTOR to provide satisfactory evidence of the required insurance, shall not extend deadlines specified in this contract and any penalties and failure to perform assessments shall be imposed as if the work commenced on the specified date and time, except for the CONTRACTOR's failure to provide satisfactory evidence. The CONTRACTOR shall maintain the required insurance throughout the entire term of this contract and any extensions specified in the attached schedules. Failure to comply with this provision may result in the immediate suspension of all work until the required insurance has been reinstated or replaced and/or termination of this Agreement and for damages to the COUNTY. Delays in the completion of work resulting from the failure of the CONTRACTOR to maintain the required insurance shall not extend deadlines specified in this contract and any penalties and failure to perform assessments shall be imposed as if the work had not been suspended, except for the CONTRACTOR's failure to maintain the required insurance. The CONTRACTOR shall provide, to the COUNTY, as satisfactory evidence of the required insurance, either: • Certificate of Insurance or • A Certified copy of the actual insurance policy. The County, at its sole option, has the right to request a certified copy of any or all insurance policies required by this contract. All insurance policies must specify that they are not subject to cancellation, non-renewal, material change, or reduction in coverage unless a minimum of thirty (30) days prior notification is given to the County by the insurer. The acceptance and/or approval of the Contractor's insurance shall not be construed as relieving the Contractor from any liability or obligation assumed under this contract or imposed by law. The Monroe County Board of County Commissioners, its employees and officials will be included as "Additional insured" on all policies, except for Workers' Compensation. 3.2 Insurance Requirements For Contract Between County And Contractor Prior to the commencement of work governed by this contract, the CONTRACTOR shall obtain General Liability Insurance. Coverage shall be maintained throughout the life of the contract and include,as a minimum: • Premises Operations • Bodily Injury Liability • Expanded Definition of Property Damage The minimum limits acceptable shall be: 1 Page 6 $500,000 Combined Single Limit(CSL) If split limits are provided,the minimum limits acceptable shall be: $250,000 per Person $500,000 per Occurrence $ 50,000 Property Damage An Occurrence Form policy is preferred. If coverage is provided on a Claims Made policy, its provisions should include coverage for claims tiled on or after the effective date of this contract. In addition, the period for which claims may be reported should extend for a minimum of twelve (12)months following the acceptance of work by the County. The Monroe County Board of County Commissioners shall be named as Additional Insured on all policies issued to satisfy the above requirements. 3.3 Vehicle Liability Insurance requirements Recognizing that the work governed by this contract requires the use of vehicles, the CONTRACTOR, prior to the commencement of work, shall obtain Vehicle Liability Insurance. Coverage shall be maintained throughout the life of the contract and include, as a minimum, liability coverage for: Owned,Non-OlAmed, and Hired Vehicles The minimum limits acceptable shall be: $300,000 Combined Single Limit(CSL) If split limits are provided,the minimum limits acceptable shall be: $100,000 per Person $300,000 per Occurrence $ 50,000 Property Damage The Monroe County Board of County Commissioners shall be named as Additional Insured on all policies issued to satisfy the above requirements. 3.4 Workers' Compensation Insurance Requirements Prior to commencement of work governed by this contract, the CONTRACTOR shall obtain Workers' Compensation Insurance with limits sufficient to respond to the applicable state statutes. In addition, the CONTRACTOR shall obtain Employers' Liability Insurance with limits of not less than: $500,000 Bodily Injury by Accident $500,000 Bodily Injury by Disease,policy limits $500,000 Bodily Injury by Disease, each employee Coverage shall be maintained throughout the entire term of the contract. 1 Page 7 Coverage shall be provided by a company or companies authorized to transact business in the state of Florida. 3.5 Professional Liability Requirements Recognizing that the work governed by this contract involves the furnishing of advice or services of a professional nature, the Contractor shall purchase and maintain, throughout the life of the contract, Professional Liability Insurance which will respond to damages resulting from any claim arising out of the performance of professional services or any error or omission of the Contractor arising out of work governed by this contract. The minimum limits of liability shall be: $500,000 per occurrence/$1,000,000 Aggregate Prior to or at time of execution of the agreement, the Evergreen shall provide a certificate of insurance evidencing current coverage in this amount. Therefore, Evergreen shall provide updated certificates whenever the coverage is renewed. 4. Public Entity Crime Statement (required by F.S. 287.133 and Monroe County Purchasing Policy): A person or affiliate who has been placed on the convicted vendor- list following a conviction for public entity crime may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to public entity, may not be awarded or perform work as a CONTRACTOR, supplier, subcontractor, or CONTRACTOR under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. As used herein, the term "convicted vendor list" means a list maintained by the Florida Department of Management Services, as defined in F.S. 287.133. By entering in this Agreement, the vendor acknowledges that it has read the above and states that neither the vendor nor any Affiliate has been placed on the convicted vendor list within the last 36 months. 5. Ethics Clause (required by Monroe County Ordinance No. 10-1990): By entering in this Agreement,the vendor warrants that he/it has not employed, retained or otherwise had act on his/her behalf any former County officer or employee in violation of Section 2 of Ordinance No. 0 10-1990 or any County officer or employee in violation of Section 3 of Ordinance No. 010-1990. For breach or violation of this provision the County may, in its discretion, terminate this Agreement without liability and may also, in its discretion, deduct from the Agreement or purchase price, or otherwise recover,the full amount of any fee, commission, percentage, gift, or consideration paid to the former- County officer or employee. 6. E-verify requirement (required by F.S. 448.095): Beginning January 1, 2021, every public employer, contractor, and subcontractor shall register with and use the E-Verify system to verify the work authorization status of all newly hired employees. By entering into this Agreement, the vendor certifies that it registers with and uses the E-Verify system. If the contractor enters into a contract with a subcontractor, the subcontractor must provide the contractor with an affidavit stating that the 1 Page 8 subcontractor does not employ, contract with, or subcontract with an unauthorized alien. The contractor shall maintain a copy of such affidavit for the duration of the contract. 7. Scrutinized companies (F.S.287.135): a. (Applies to contracts > S1 million): This contract is terminable at the option of the awarding body if the vendor is found to have submitted a false certification as defined below, has been placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List as those terms are defined in F.S. 287.135, or been engaged in business operations in Cuba or Syria. i. False certification: At the time a company submits a bid or proposal for a contract or before the company enters into or renews a contract with an agency or local governmental entity for goods or services of $1 million or more, the company must certify that the company is not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector- List and that it does not have business operations in Cuba or Syria. At the time a company submits a bid or proposal for a contract or before the company enters into or renews a contract with an agency or local govermnental entity for goods or services of any amount, the company must certify that the company is not participating in a boycott of Israel. By entering into this agreement, the vendor certifies that the company complies with these requirements. b. (Applies to all contracts): This contract is terminable at the option of the awarding body if the company is found to have been placed on the Scrutinized Companies that Boycott Israel List as that term is defined in F.S. 287.135 or is engaged in a boycott of Israel. 1 Page 9 ~ �� Solutions, �� � � �m� �������\��������� ������ ���������� �_�_�_~ Evergreen��� � ����� ��� ��� ��= `� 2878 Remington Green Circie -Tallahassee, Florida 32308 850.383,0� UI - fzx 8,50,383.1511 June 14. 2O22 Ms. Pamela LPumGr Sr. Administrator Human Resources Employee Services Monroe County The Historic Goto Cigar Factory 111O Simonton St, Suite 288 Key West, Florida 33O4O SUBMITTED VIA EMAIL: Dear Ms. PumGc We appreciate the opportunity to submit letter prOpOSG| to conduct Compensation Study for Monroe County. I have prepared a work plan outlining the tasks, activities, and milestones necessary tO accomplish this study GS well GSG proposed timeline and cost. Detailed Work Plan TasK1.0 TASK GOALS Project Initiation w Finalize the project plan with the County. w Gather all pertinent data. * Finalize any remaining contractual negotiations. w Establish on agreeable final time line for all project milestones and 08|iv8n3N8S. TASK ACTIVITIES 1.1 Discuss with the County's Project Manager(CPM) and any other key staff the following objectives: m review our proposed methodology, approach, and project work plan tO identify any necessary revisions; w reach agreement ono schedule for the project including all assignments and proj8Ctmi|8StOn8s/08|iv8rGU|8S; ° establish on agreeable communication schedule. 1.2 Identify potential ChG||8ng8S and opportunities for the study. Discuss the strategic direction Of the County and some Ofthe short-and long-term priorities. Page Iwf 5 °*vvvv('onm*|cEvergneen.conn 1.3 Obtain relevant materials from the County, including: • organizational charts for the departments and divisions, along with related responsibility descriptions; and • current position and classification descriptions, and salary schedule(s)for positions. 1.4 Review and edit the project work plan and submit a schedule for the completion of each project task. KEY PROJECT MILESTONES • Comprehensive project management plan • Database of County staff Task 2.0 TASK GOAL Evaluate the Current System Conduct a comprehensive preliminary evaluation of the existing compensation plan(s)for the County. TASK ACTIVITIES 2.1 Obtain the existing pay structure and compensation philosophy(if any). Review the existing pay structure and look for potential problems and issues to be resolved. 2.2 Discuss the strengths and weaknesses of the current pay plan(s) for the County. 2.3 Discuss any pay compression issues that may exist and possible solutions. 2.4 Complete an assessment of current conditions that details the pros and cons of the current system for the County as well as highlights areas for potential improvement in the final adopted solution. KEY PROJECT MILESTONES • Review of existing compensation plan(s) • Assessment of current conditions Task 3.0 TASK GOALS Identify Approved List of Benchmarks • Identify positions to benchmark for the market salary survey. and Survey Targets • Identify and develop a comprehensive list of targets for conducting a successful external labor market salary assessment. Page 2 of 5 TASK ACTIVITIES 3.1 Identify and review with the CPM the classifications that will be used as benchmarks for the market salary survey. Note: Evergreen will work with the CPM to select 80 classifications to use as benchmarks for the market salary survey. 3.2 Finalize the list of benchmark positions. 3.3 Review with the CPM up to 20 peer organizations that should be included in the market salary survey. 3.4 Develop a preliminary list of public organizations for the external labor market survey, placing a comparative emphasis on characteristics such as: • size of the organization; • geographic proximity to the Key West area; • economic and budget characteristics; and • other demographic data. 3.5 Develop a list of survey targets by employee group. Develop a system for use of secondary data, including potential sources and weighting of secondary data. 3.6 Review survey methodology with the CPM and refine survey methodology prior to distribution of survey. 3.7 After approval of survey methodology, develop contact list of peer organizations and notify peers of impending survey. KEY PROJECT MILESTONES • Initial list of survey peers • Survey methodology • Final list of survey organizations and contacts Task 4.0 TASK GOALS Conduct Market Survey and Provide 0 Conduct an external labor market salary survey. External Assessment • Provide a summary of the survey results to the CPM for review. Summary TASK ACTIVITIES 4.1 Prepare a customized external labor market salary survey for the CPM's approval. Discuss the questions to include in the market salary survey. 4.2 Contact the targets for electronic completion of the survey. Provide paper copies by fax, if requested. Page 3 of 5 is 4.3 Conduct necessary follow-up through e-mails, faxes, and phone calls. 4.4 Collect and enter survey results into Evergreen's electronic data analysis tools. 4.5 Validate all data submitted. 4.6 Develop summary report of external labor market salary survey assessment results. 4.7 Submit summary report of external labor market salary survey assessment results to the CPM. KEY PROJECT MILESTONES • Market salary survey instrument • Summary report of external labor market salary survey assessment results Task 5.0 TASK GOAL Develop Strategic Positioning Develop a plan for all positions, providing issue areas and Recommendations preliminary recommendations for strategic improvement. TASK ACTIVITIES 5.1 Using the market salary survey data collected in Task 4.0, and compensation data reviewed in Task 2.0, determine the proper pay scale for the Count, including number of grades and ranges. 5.2 Provide recommendations to the CPM on where to slot positions into current pay plan. KEY PROJECT MILESTONE • Proposed compensation strategic direction,taking into account external equity Task 6.0 TASK GOALS Develop Draft and Final Reports • Develop and submit a draft and final report of the Compensation Study to Monroe County. • Present final report. Page 4 of 5 is TASK ACTIVITIES 6.1 Produce a comprehensive draft report that captures the results of each previous step. The report will include the costs associated with all recommendations as well as implementation strategies. 6.2 Submit the comprehensive draft report to the CPM for review and approval. 6.3 Make edits and submit necessary copies of the final report to the CPM. 6.4 Present the final report, if requested. 6.5 Develop a plan for maintaining recommendations over time. KEY PROJECT MILESTONES • Draft and final reports • Final presentation • Communication plan Proposed Cost and Timeline Our total, not-to-exceed, fixed cost to complete all tasks in our work plan is $28,000. Our cost is all inclusive, and includes travel costs (meals and lodging), transportation, fringe benefits, indirect cost (overhead), clerical support, and all other out-of-pocket expenses. Evergreen can conduct this study in approximately three months from the execution of a contract. Our preferred method of invoicing is as follows: • 33%- upon completion of Tasks 1 - 2 • 33%- upon completion of Tasks 3 - 4 • 34%- upon completion of Tasks 5 - 6 We would love the opportunity to again work with Monroe County. If you need any additional information, please feel free to contact me at(850)383-0111 or via email at con;:�ullte-v-er ireein—cc)irn Sincerely, Dr. Jeffrey Ling, President Evergreen Solutions, LLC Page 5 of 5 is EVERSOL-01 MSTOKES ACORO CERTIFICATE OF LIABILITY INSURANCE DAT/11/2 D/YYYY) 022 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Hub International Florida PHONE FAX 1117 Thomasville Road (A/C,No,Ext): (850)386-1111 1 (A/c,No):(850) 385-9827 Tallahassee,FL 32303 ADDRESS: INSURERS AFFORDING COVERAGE NAIC# INSURERA:Cincinnati Indemnity Company 23280 INSURED INSURER B:Hartford Casualty Insurance Company 29424 Evergreen Solutions,LLC INSURERC:Twin City Fire Insurance Company 29459 2878 Remington Green Circle INSURER D Tallahassee,FL 32308 INSURER E INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INSD WVD MM/DD/YYYY MM/DD/YYYY A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE X OCCUR ENP0686601 8/17/2020 8/17/2023 DAMAGE TO RENTED 1,000,000 X PREMISES Ea occurrence $ APPROVED BY RISK MAraAcEME141• MED EXP(Any oneperson) $ 10,000 BY ,�,mA, „,,.....mom, '„,, s; w, PERSONAL&ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: DATE ,., GENERAL AGGREGATE $ 2,000,000 X POLICY JECT LOC PRODUCTS-COMP/OP AGG $ 2,000,000 WAVER N7 A__YES— OTHER: $ A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 Ea accident $ ANY AUTO X EBA0686601 8/17/2022 8/17/2023 BODILY INJURY Perperson) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ X HIRED X NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY Per accident) ccident $ A X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 2,000,000 EXCESS LIAB CLAIMS-MADE ENP0686601 8/17/2020 8/17/2023 AGGREGATE $ 2,000,000 DED I RETENTION$ $ B WORKERS COMPENSATION X PER OTH- AND EMPLOYERS'LIABILITY STATUTE ER YIN 21WECAB81M0 10/24/2021 10/24/2022 1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE ❑ E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? NIA (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ C Pofessional Liab 21PGO26884622 8/17/2022 8/17/2023 per claim 2,000,000 C Professional Liab 21PGO26884622 8/17/2022 8/17/2023 aggregate 2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Monroe County BOCC is listed as an additional insured for general and auto liability CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Monroe Count BOCC THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Y ACCORDANCE WITH THE POLICY PROVISIONS. 1110 Simonton Street Key West,FL 33040 AUTHORIZED REPRESENTATIVE ACORD 25(2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD