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Item C09
C.9 County of Monroe P W ;� w 1rJ� BOARD OF COUNTY COMMISSIONERS r,�� Mayor Craig Cates,District 1 The Florida Keys Mayor Pro Tem Holly Merrill Raschein,District 5 y Michelle Lincoln,District 2 James K.Scholl,District 3 Ij David Rice,District 4 County Commission Meeting February 15, 2023 Agenda Item Number: C.9 Agenda Item Summary #11656 BULK ITEM: Yes DEPARTMENT: Project Management TIME APPROXIMATE: STAFF CONTACT: Cary Knight(305) 292-4527 n/a AGENDA ITEM WORDING: Approval of an Agreement for Grant Writing and Administration Services with Hale Innovation, LLC. This Agreement is in the form of an on-call continuing services contract effective for two (2)years. ITEM BACKGROUND: Project Management is actively seeking and applying for state and federal grants to assist with funding for capital improvement projects, building improvement projects and historic preservation projects. Many of these grants have very specific rules and requirements that must be followed. Project Management believes having expert consultants available to assist with grant management will be extremely beneficial to the County. Awarded consultants will be issued individual task orders for specific grants and/or projects. A Request for Proposals (RFP) for Grant Writing and Administration Services was advertised on November 9, 2022 with bids due on December 8, 2022. A total of five (5)proposals were received and a publicly noticed Selection Committee Meeting was held on January 10, 2023. Project Management proposes to sign continuing services agreements with the top four(4)ranked respondents to the RFP for grant writing assistance and grant administration services on an on-call basis. Hale Innovation was the highest ranked respondent. Staff seeks approval of the Agreement with Hale Innovation, LLC. PREVIOUS RELEVANT BOCC ACTION: 7/20/22—BOCC gave approval to advertise an RFP for grant writing and grant administration services. CONTRACT/AGREEMENT CHANGES: n/a Packet Pg.468 C.9 STAFF RECOMMENDATION: Approval of Agreement. DOCUMENTATION: Agreement Hale Innovation revised signed County Forms_Hale Innovation Final Ranking Sheet Grant Writing signed FINANCIAL IMPACT: Effective Date: 2/15/23 Expiration Date: 2/14/25 Total Dollar Value of Contract: TBD—based on individual task orders Total Cost to County: TBD Current Year Portion: Budgeted: Source of Funds: Various funding sources depending on project. CPI: n/a Indirect Costs: n/a Estimated Ongoing Costs Not Included in above dollar amounts: Revenue Producing: No If yes, amount: Grant: County Match: Insurance Required: Yes. To be provided upon approval of Agreement. Additional Details: N/A -tbd based on individual Task Orders REVIEWED BY: Cary Knight Completed 01/23/2023 11:26 AM Kevin Wilson Completed 01/23/2023 11:47 AM Joseph DiNovo Completed 01/23/2023 12:36 PM Purchasing Completed 01/23/2023 2:11 PM Budget and Finance Completed 01/27/2023 11:25 AM Brian Bradley Completed 01/27/2023 11:43 AM Lindsey Ballard Completed 01/27/2023 11:47 AM Board of County Commissioners Pending 02/15/2023 9:00 AM Packet Pg.469 C.9.a AGREEMENT FOR GRANT WRITING AND ADMINISTRATION SERVICES This Agreement ("Agreement") made and entered into this 15t" day of February 2023 by and between Monroe County, a political subdivision of the State 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 Hale Innovation, LLC, a Limited Liability Company duly authorized to do business in the State of Florida ("CONSULTANT") (collectively, the "Parties'). 2 WITNESSETH: WHEREAS, the COUNTY is in need of a firm to provide grant writing and grant E administration services for various projects; and E 06 WHEREAS, CONSULTANT has represented that it has the requisite skills, expertise and manpower to provide the required services. 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: 0 FORM OF AGREEMENT ARTICLE I 1.1 REPRESENTATIONS AND WARRANTIES By executing this Agreement, CONSULTANT makes the following express U)i representations and warranties to the COUNTY: A 1.1.1 The CONSULTANT shall maintain all necessary licenses, permits or other authorizations necessary to act as CONSULTANT for the Project until the CONSULTANT'S duties hereunder have been fully satisfied. 1.1.2 The CONSULTANT has become familiar with the site(s) and the local conditions under which the Project is to be completed. 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 verifying work completed and shall be in conformity and comply with all applicable law, codes and regulations. The CONSULTANT warrants that the documents prepared as a part of this Agreement will be adequate and sufficient to document costs in a manner that is acceptable for reimbursement by government agencies, therefore eliminating any additional cost due to missing or incorrect information. E c� 1.1.4 The CONSULTANT assumes full responsibility to the extent allowed bylaw with regard to his performance and those directly under his employ. Page 1 of 28 Packet Pg.470 C.9.a 1.1.5 The CONSULTANT'S 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. 1.1.6 At all times and for all purposes under this agreement the CONSULTANT is an independent consultant 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 his/her 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, 06 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. 1.2 Contract Documents. This Agreement shall consist of this contract, including any and all attachments and exhibits; the RFP, including any and all addenda; CONSULTANT' response to the RFP, all of which are incorporated by reference in this Agreement. In the event of any conflict between any of the Contract documents, this Agreement will control or alternatively the one imposing the greater burden on the CONSULTANT will control. ARTICLE II SCOPE OF BASIC SERVICES U) i 2.1 Scope of Services. A The CONSULTANT's Scope of Basic Services consist of those described in Attachment i A to this Agreement. From time to time, the COUNTY shall issue Task Orders for those services described in Attachment A and the CONSULTANT shall perform described in the individual Task Orders in accordance with the terms and conditions outlined in this Agreement and the specific Task Order. By executing this Agreement, the CONSULTANT acknowledges that it has thoroughly i reviewed the documents incorporated in this Agreement and that it accepts the scope of services to be performed and the conditions under which the work shall be performed. 2.2 CORRECTION OF ERRORS, OMISSIONS, DIFICIENCIES 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 28 Packet Pg.471 C.9.a 2.3 NOTICE REQUIREMENT All written correspondence to the COUNTY shall 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: Mr. Cary Knight Director of Project Management Monroe County 1100 Simonton Street, Suite 2-216 Key West, Florida 33040 With a copy to: Monroe County Attorney's Office 1111 121h Street, Suite 408 Key West, Florida 33040 06 For the CONSULTANT: Lawrence "Lee" Hale, President Hale Innovation, LLC 111 South Maitland Avenue, Suite 120 Maitland, Florida 32751 ARTICLE III 0 ADDITIONAL SERVICES 3.1 Additional products and services are those services not included in the Scope of Basic Services. Should the COUNTY require additional services, they shall be paid for by the COUNTY at pricing, rates or fees as negotiated and in accordance with the competitively ' bid pricing submitted by CONSULTANT in its proposal in response to the RFP,Attachment B. A 3.2 If Additional Services are required the COUNTY shall issue a letter requesting and i describing the requested products and services to the CONSULTANT. The CONSULTANT shall respond with a fee proposal to provide the requested products and/or to perform the requested services. Only after receiving a Task Order for the Additional Services, shall the CONSULTANT proceed with the Additional Services. Any additional services must be funded and approved by the Board of County Commissioners. i ARTICLE IV COUNTY'S RESPONSIBILITIES 4.1 The COUNTY shall provide complete and accurate information and cooperation regarding requirements for the Project including access to county offices and facilities. 4.2 The COUNTY shall designate a representative to act on the COUNTY's behalf with respect to the Project. The COUNTY or its representative shall render decisions in a timely manner pertaining to request for information submitted by the CONSULTANT in Page 3 of 28 Packet Pg.472 C.9.a order to avoid unreasonable delay in the orderly and sequential progress of the CONSULTANT's services. 4.3 Prompt written notice shall be given by the COUNTY and the CONSULTANT's representative if either 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. 4.4 The COUNTY shall furnish required information and shall render approvals and decisions as expeditiously as necessary for the orderly progress of the CONSULTANT's services. U) 0 4.5 The COUNTY's review of any information or documents prepared by the CONSULTANT or its subcontractors shall be solely for the purpose of determining whether such information or documents are generally consistent with the COUNTY's criteria for the Project. No review of such information or documents shall relieve the CONSULTANT of responsibility for the accuracy, adequacy, fitness, suitability or coordination of its work product. 06 4.6 The COUNTY shall provide copies of necessary documents required to complete the work. 4.7 Any information that may be of assistance to the CONSULTANT to which the COUNTY has immediate access will be provided as requested. 4- ARTICLE V E 0 INDEMNIFICATION AND HOLD HARMLESS 5.1 The CONSULTANT covenants and agrees to indemnify and hold harmless COUNTY/Monroe County and Monroe County Board of County Commissioners, its officers and employees from liabilities, damages, losses and costs, including but not limited to, reasonable attorneys' fees, to the extent caused by the negligence, recklessness, or intentional wrongful conduct of the CONSULTANT, subcontractor(s) and other persons employed or utilized by the CONSULTANT in the performance of the 2i contract. E 5.2 The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements contained elsewhere within this agreement. 5.3 In the event the completion of the project (to include the work of others) is delayed or i 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 delays. Should any claims be asserted against COUNTY by virtue of any deficiencies or ambiguity in the plans and specifications provided by the CONSULTANT, the CONSULTANT agrees and warrants that CONSULTANT will hold the COUNTY harmless and shall indemnify it from all losses occurring thereby and shall further defend any claims or action on the COUNTY's behalf. c� 5.4 This indemnification shall survive the expiration or early termination of the Agreement. Page 4 of 28 Packet Pg.473 C.9.a ARTICLE VI PERSONNEL 6.1 PERSONNEL C The CONSULTANT shall assign only qualified personnel to perform any service concerning the project. ARTICLE VII COMPENSATION and TERM 2 2.1 7.1 The COUNTY shall pay the CONSULTANT monthly in current funds for the CONSULTANT's performance of this Agreement based on quotations for each project, each of which shall be based on the competitively bid pricing as outlined in the Proposal submitted by the CONSULTANT, attached hereto as Attachment B, each of which shall be incorporated in each Task Order issued by the County. 06 7.2 PAYMENTS 7.2.1 For its assumption and performances of the duties, obligations and responsibilities set forth herein, the CONSULTANT shall be paid monthly. Payment will be made pursuant to the Local Government Prompt Payment Act (Section 218.70, Florida Statutes). 4- (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 monthly, 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 CONSULTANT's invoice shall describe with reasonable particularity the service rendered. The CONSULTANT's invoice shall be accompanied by such documentation or data in 2i support of expenses for which payment is sought as the COUNTY may require. (C) The CONSULTANT shall submit to the COUNTY invoices with supporting documentation that are acceptable to the Clerk of Courts.Acceptability to the Clerk is based on generally accepted accounting principles and such laws, rules, and regulations as may govern the Clerk's disbursal of funds. i 7.3 BUDGET AND REIMBURSABLE EXPENSES 7.3.1 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. Page 5 of 28 Packet Pg.474 C.9.a 7.3.2 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. 7.3.3 Allowable Reimbursable expenses will be separately identified in each task order and are subject to the maximum allowable contract amount. Travel expense reimbursements are subject to the limitations of Section 112.061, Florida Statutes. 7.4 TERM OF AGREEMENT The initial term of this Agreement is for a two (2) year period commencing upon final execution of the Agreement by the Parties ("Effective Date"). This Agreement may be . renewed upon mutual agreement of the parties for up to two (2) additional years. Any renewal is contingent upon successful renegotiation of the hourly rates shown in Attachment B by the parties and a written amendment to this Agreement. Any renewal of this Agreement must be in writing and signed by both the COUNTY and CONSULTANT. 06 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 CONSULTANT's 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 A: VII 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. i 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. B. Employers Liability Insurance with limits of$100,000 per Accident, $500,000 Disease, i 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 offsite operations, and owned, hired or non- owned vehicles, with $100,000 per occurrence, $50,000 per person, and $25,000 property damage, or $100,000 Combined Single Limit c� D. General Liability Insurance, including Personal Injury Liability, covering claims for injuries to members of the public or damage to property of others arising out of any Page 6 of 28 Packet Pg.475 C.9.a covered act or omission of the CONSULTANT or any of its employees, agents or subcontractors, including Premises and/or Operations, Products and Completed Operations, Independent Contractors; Broad Form Property Damage and a Blanket Contractual Liability Endorsement with $300,000 Limits. 0 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 contract. In addition, the period for which claims may be reported must extend for a minimum of 12 months following the acceptance of work by the COUNTY. U) 0 E. Professional Liability Insurance of $300,000 per occurrence and $500,000 annual aggregate. If coverage is provided on a claims made basis, an extended claims reporting period of four (4) years will be required. Recognizing that the work governed by this contract involves the furnishing of advice or services of a professional nature, the CONSULTANT shall purchase and maintain, throughout the life of the contract, Professional Liability Insurance which will respond to damages resulting from any 06 claim arising out of the performance of professional services or any error or omission of the CONSULTANT arising out of work governed by this contract. F. MONROE COUNTY BOCC shall be named as an additional insured and certificate holder with respect to CONSULTANT's liabilities hereunder in insurance coverages identified in Paragraphs C and D. 4- G. CONSULTANT shall require its subcontractors 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 subcontractors. 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. A I. If the CONSULTANT participates in a self-insurance fund, a Certificate of Insurance will be required. In addition, the CONSULTANT may be required to submit updated 2i financial statements from the fund upon request from the COUNTY. ARTICLE IX MISCELLANEOUS 9.1 SECTION HEADINGS i 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 part 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 prepared by the CONSULTANT for this Project belong to the COUNTY and may be reproduced and copied without acknowledgment or permission of the CONSULTANT. Page 7 of 28 Packet Pg.476 C.9.a 9.3 SUCCESSORS AND ASSIGNS The CONSULTANT shall not assign or subcontract its obligations under this agreement, g 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 successors, 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 E Nothing contained herein shall create any relationship, contractual or otherwise, with or any rights in favor of, any third party. 06 9.5 TERMINATION The Contract may be terminated by the Owner as follows: 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 (60) days written notice of its intention to do so. C. Termination for Cause and Remedies: In the event of breach of any contract terms, the COUNTY retains the right to terminate this Agreement. The COUNTY may also U) terminate this agreement for cause with CONSULTANT should CONSULTANT fail to i perform the covenants herein contained at the time and in the manner herein provided. In the event of such termination, prior to termination, the COUNTY shall provide CONSULTANT with five (5) calendar days' notice and provide the CONSULTANT with i an opportunity to cure the breach that has occurred. If the breach is not cured, the Agreement will be terminated for cause. If the COUNTY terminates this agreement with the CONSULTANT, COUNTY shall pay CONSULTANT the sum due the CONSULTANT under this agreement prior to termination, unless the cost of completion to the COUNTY exceeds the funds remaining in the contract; however, the COUNTY reserves the right to assert and seek an offset for damages caused by the breach. The maximum amount due to CONSULTANT shall not in any event exceed the spending cap in this Agreement. In addition, the COUNTY reserves all rights available to recoup monies paid under this Agreement, including the right to sue for breach of contract and including the right to pursue a claim for violation of the COUNTY's False Claims Ordinance, located at Section 2-721 et al. of the Monroe County Code. E D. Termination for Convenience: The COUNTY may terminate this Agreement for convenience, at any time, upon sixty (60) days' notice to CONSULTANT. If the COUNTY terminates this agreement with the CONSULTANT, COUNTY shall pay Page 8 of 28 Packet Pg.477 C.9.a CONSULTANT the sum due the CONSULTANT under this agreement prior to termination, unless the cost of completion to the COUNTY exceeds the funds remaining in the contract. The maximum amount due to CONSULTANT shall not exceed the spending cap in this Agreement. In addition, the COUNTY reserves all rights available to recoup monies paid under this Agreement, including the right to sue for breach of contract and including the right to pursue a claim for violation of the COUNTY's False Claims Ordinance, located at Section 2-721 et al. of the Monroe County Code. 76 E. For Contracts of any amount, if the County determines that the Contractor/Consultant has submitted a false certification under Section 287.135(5), Florida Statutes or has been placed on the Scrutinized Companies that Boycott Israel List, or is engaged in a 2 boycott of Israel, the County shall have the option of (1) terminating the Agreement after it has given the Contractor/Consultant written notice and an opportunity to demonstrate the agency's determination of false certification was in error pursuant to Section 287.135(5)(a), Florida Statutes, or (2) maintaining the Agreement if the conditions of Section 287.135(4), Florida Statutes, are met. 06 For Contracts of $1,000,000 or more, if the County determines that the Contractor/Consultant submitted a false certification under Section 287.135(5), Florida Statutes, or if the Contractor/Consultant has been placed on the Scrutinized Companies with Activities in the Sudan List, the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or been engaged in business operations in Cuba or Syria, the County shall have the option of(1) terminating the Agreement after it has given the Contractor/Consultant written notice and an opportunity to demonstrate the agency's determination of false certification was in error pursuant to Section 287.135(5)(a), Florida Statutes, or (2) maintaining the Agreement if the conditions of Section 287.135(4), Florida Statutes, are met. 9.6 PUBLIC ENTITIES CRIMES A person or affiliate who has been placed on the convicted vendor list following a Ui 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 i real property to public entity, may not be awarded or perform work as a contractor, a 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 0 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 subcontractor 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 Page 9 of 28 Packet Pg.478 C.9.a of the amount of money involved or whether CONSULTANT has been placed on the convicted vendor list. CONSULTANTwill promptly notify the COUNTY if it or any subcontractor is formally g M charged with an act defined as a "public entity crime" or has been placed on the convicted vendor list. 9.7 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 final payment or 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 five years following the final payment or termination of this Agreement. If an auditor employed by the COUNTY or Clerk determines that monies paid to 06 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 Section 55.03, Florida Statutes, running from the date the monies were paid by the COUNTY. Right to Audit 0 Availability of Records. The records of the parties to this Agreement relating to the Project, which shall include but not be limited to accounting records (hard copy, as well as computer readable data if it can be made available); subcontract files (including proposals of successful and unsuccessful bidders, bid recaps, bidding instructions, bidders list, etc.); original estimates; estimating work sheets; correspondence; change order files (including documentation covering negotiated settlements); backcharge logs and supporting documentation; general ledger entries detailing cash and trade discounts earned, insurance rebates and dividends; any other supporting evidence deemed necessary by ' COUNTY or the Monroe County Office of the Clerk of Court and Comptroller (hereinafter referred to as "County Clerk") to substantiate charges related to this Agreement, and all other agreements, sources of information and matters that may in COUNTY's or the County Clerk's reasonable judgment have any bearing on or pertain to any matters, rights, i duties or obligations under or covered by any contract document (all foregoing hereinafter 2 referred to as "Records") shall be open to inspection and subject to audit and/or reproduction by COUNTY's representative and/or agents of the County Clerk. COUNTY or County Clerk may also conduct verifications such as, but not limited to, counting employees at the job site, witnessing the distribution of payroll, verifying payroll computations, overhead computations, observing vendor and supplier payments, i miscellaneous allocations, special charges, verifying information and amounts through interviews and written confirmations with employees, Subcontractors, suppliers, and contractors' representatives. All records shall be kept for ten (10) years after Final Completion. The County Clerk possesses the independent authority to conduct an audit of records, assets, and activities relating to this Project. If any auditor employed by the COUNTY or County Clerk determines that monies paid to CONSULTANT pursuant to this Agreement were spent for purposes not authorized by this Agreement, the CONSULTANT shall repay the monies together with interest calculated pursuant to Section 53.03, Florida Statutes running from the date the monies were paid to the CONSULTANT. The right to audit provisions survive the termination or expiration of this Agreement. Page 10 of 28 Packet Pg.479 C.9.a 9.8 GOVERNING LAW, VENUE, INTERPRETATION, COSTS, AND FEES S 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 administrative proceeding is instituted for the enforcement or interpretation of this Agreement, the County and Contractor agree that venue shall lie in the appropriate court or before the appropriate administrative body in Monroe County, Florida. The Parties waive their rights to trial by jury. The County and Contractor agree that, in the event of conflicting interpretations of the terms or a term of this Agreement by or between any of them, the issue shall be submitted to mediation prior to the institution of any other administrative or legal proceeding. 9.9 SEVERABILITY E 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 06 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. 0 9.10 ATTORNEYS 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. i 9.11 BINDING EFFECT g The terms, 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. i 9.12 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. Each party agrees that it has had ample opportunity to submit this Contract to legal counsel of its choice and enters into this agreement freely, voluntarily and with advice of counsel. c� Page 11 of 28 Packet Pg.480 C.9.a 9.13 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. Any conditions imposed as a result of funding that affect the Project will be provided to each party. 9.14 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 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 Agreement is not subject to arbitration. This provision does not negate or waive the provisions of Paragraph 9.5, Paragraph 9.16, Paragraph 9.19, Paragraph 9.20 and Paragraph 9.21 concerning termination or cancellation. 06 9.15 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. 9.16 NONDISCRIMINATION/EQUAL EMPLOYMENT OPPORTUNITY 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 2i all local ordinances, as applicable, relating to nondiscrimination. These include but are 2 not limited to: 1) Title VI I of the Civil Rights Act of 1964 (PL 88-352) which prohibits discrimination on the basis of race, color or national origin; 2) Title IX of the Education Amendment of 1972, as amended (20 USC ss. 1681-1683, and 1685-1686), which prohibits discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination on the basis of i handicaps; 4) The Age Discrimination Act of 1975, as amended (42 USC ss. 6101-6107) which prohibits discrimination on the basis of age; 5) The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and Alcoholism Prevention, 0 Treatment and Rehabilitation Act of 1970 (PL 91-616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ee-3), as amended, relating to confidentiality of alcohol and drug abuse patient records; 8)Title VI I I of the Civil Rights Act of 1968 (42 USC s. et seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The Americans with Disabilities Act of 1990 (42 Page 12 of 28 Packet Pg.481 C.9.a USC s. 12101 Note), as may be amended from time to time, relating to nondiscrimination on the basis of disability; 10) Monroe County Code Chapter 14, Article II, 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 statutes which may apply to the parties to, or the subject matter of, this Agreement. During the performance of this Agreement, the CONSULTANT, in accordance with Equal Employment Opportunity(30 Fed. Reg. 12319, 12935, 3 C.F.R. Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, Amending Executive Order 11246 Relating to Equal Employment Opportunity, and implementing regulations at 41C.F.R. Part 60 (Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor). See 2 C.F.R. Part 200, Appendix II, ¶ C, agrees as follows: E 1) The CONSULTANT will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender 06 identity, or national origin. The CONSULTANT will take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their race, color, religion, sex, sexual orientation, gender identity, or national origin. Such action shall include, but not be limited to the following: employment, upgrading, demotion, or transfer, recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The CONSULTANT agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided by the contracting officer setting forth the provisions of this nondiscrimination clause. 2) The CONSULTANT will, in all solicitations or advertisements for employees placed by or on behalf of the consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. A 3) The CONSULTANT will not discharge or in any other manner discriminate i against any employee or applicant for employment because such employee or applicant has inquired about, discussed, or disclosed the compensation of the employee or applicant or another employee or applicant. This provision shall not apply to instances in which an employee who has access to the compensation information of other employees or applicants as a part of such employee's essential job functions discloses the compensation of such other i employees or applicants to individuals who do not otherwise have access to such information, unless such disclosure is in response to a formal complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or is consistent with the consultant's legal duty to furnish information. 4) The CONSULTANT will send to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representative of the consultant's commitments under this section and shall Page 13 of 28 Packet Pg.482 C.9.a post copies of the notice in conspicuous places available to employees and applicants for employment. 5) The CONSULTANT will comply with all provisions of Executive Order 11246 of Mg September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 6) The CONSULTANT will furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by the rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation to ascertain compliance with such rules, regulations, and orders. 7) In the event of the CONSULTANT's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, this contract may be canceled, terminated or suspended in whole or in part and the 06 consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Executive Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulation, or order of the Secretary of Labor, or as otherwise provided by law. 4- 8) The CONSULTANT will include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (8) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subconsultant or vendor. The CONSULTANT will take such action with respect to any subconsultant or purchase order as the administering ' agency may direct as a means of enforcing such provisions, including sanctions for non-compliance; provided, however, that in the event the CONSULTANT becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering 2i agency the CONSULTANT may request the United States to enter into such litigation to protect the interests of the United States. 0 9.17 COVENANT OF NO INTEREST CONSULTANT and COUNTY covenant that neither presently has any interest, and shall i 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. 9.18 CODE OF ETHICS COUNTY agrees that officers and employees of the COUNTY recognize and will be required to comply with the standards of conduct for public officers and employees as delineated in Section 112.313, Florida Statutes, regarding, but not limited to, solicitation or acceptance of gifts; doing business with one's agency; unauthorized compensation; Page 14 of 28 Packet Pg.483 C.9.a misuse of public position, conflicting employment or contractual relationship; and disclosure or use of certain information. 9.19 EMPLOYMENT OR RETENTION OF FORMER COUNTY OFFICERS OR EMPLOYEES 0 CONSULTANT warrants that it has not employed, retained or otherwise had act on its behalf any former County officer or employee subject to the prohibition of Section 2 of Monroe County Ordinance No. 010-1990 or any County officer or employee in violation of Section 3 of Monroe County Ordinance No. 020-1990. For breach or violation of this provision the COUNTY may, in its discretion, terminate this contract without liability and may also, in its discretion, deduct from the contract or purchase price, or otherwise recover the full amount of any fee, commission, percentage, gift, or consideration paid to the former County officer or employee. 9.20 NO SOLICITATION/PAYMENT The CONSULTANT and COUNTY warrant that, in respect to itself, it has neither employed 06 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 0 this Agreement without liability and, at its discretion, to offset from monies owed, or otherwise recover, the full amount of such fee, commission, percentage, gift, or consideration. 9.21 PUBLIC ACCESS. The CONSULTANT and COUNTY shall allow and permit reasonable access to, and inspection of, all documents, papers, letters or other materials in its possession or under its control subject to the provisions of Chapter 119, Florida Statutes, and made or received by the 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. CONSULTANT shall be referred to herein also as "Contractor" for this provision only: Public Records Compliance. CONSULTANT must comply with Florida public records laws, including but not limited to Chapter 119, Florida Statutes and Section 24 of article I of the Constitution of Florida. The COUNTY and CONSULTANT shall allow and permit reasonable access to, and inspection of, all documents, records, papers, letters or other ,i "public record" materials in its possession or under its control subject to the provisions of Chapter 119, Florida Statutes, and made or received by the COUNTY and CONSULTANT in conjunction with this contract and related to contract performance. The COUNTY shall have the right to unilaterally cancel this contract upon violation of this provision by the CONSULTANT. Failure of the CONSULTANT to abide by the terms of this provision shall be deemed a material breach of this contract and the COUNTY may enforce the terms of this provision in the form of a court proceeding and shall, as a prevailing party, be entitled to reimbursement of all attorney's fees and costs associated with that proceeding. This provision shall survive any termination or expiration of the contract. Page 15 of 28 Packet Pg.484 C.9.a The CONSULTANT is encouraged to consult with its advisors about Florida Public Records Law in order to comply with this provision. Pursuant to Section 119.0701, Florida Statutes and the terms and conditions of this contract, the CONSULTANT is required to: (1) Keep and maintain public records that would be required by the COUNTY to perform the service. (2) Upon receipt from the COUNTY'S custodian of records, provide the COUNTY 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 this chapter or as otherwise provided by law. (3) 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 CONSULTANT does not transfer the records to the COUNTY. (4) Upon completion of the contract, transfer, at no cost, to the COUNTY all public records in possession of the CONSULTANT or keep and maintain public records that 06 would be required by the COUNTY to perform the service. If the CONSULTANT transfers all public records to the COUNTY upon completion of the contract, the CONSULTANT shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the CONSULTANT keeps and maintains public records upon completion of the contract, the CONSULTANT shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the COUNTY, upon request from the COUNTY'S custodian of records, in a format that is compatible with the information technology systems of the COUNTY. (5)A request to inspect or copy public records relating to a COUNTY contract must be made directly to the COUNTY, but if the COUNTY does not possess the requested records, the COUNTY shall immediately notify the CONSULTANT of the request, and the CONSULTANT must provide the records to the COUNTY or allow the records to be inspected or copied within a reasonable time. U) If the CONSULTANT does not comply with the COUNTY'S request for records, the COUNTY shall enforce the public records contract provisions in accordance with the contract, notwithstanding the COUNTY'S option and right to unilaterally cancel this contract upon violation of this provision by the CONSULTANT. A CONSULTANT who fails to provide the public records to the COUNTY or pursuant to a valid public records request within a reasonable time may be subject to penalties under Section119.10, Florida Statutes. The CONSULTANT shall not transfer custody, release, alter, destroy or otherwise dispose of any public records unless as otherwise provided in this provision or as otherwise i provided by law. IF THE CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONSULTANT 'S DUTY TO PROVIDE PUBLIC RECORDS E RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS, BRIAN BRADLEY AT PHONE# 305-292-3470 Page 16 of 28 Packet Pg.485 C.9.a BRADLEY-BRIAN(WONROECOUNTY-FL.GOV, MONROE COUNTY ATTORNEY'S OFFICE 1111 12T" Street, SUITE 408, KEY WEST, FL 33040. 9.22 NON-WAIVER OF IMMUNITY Notwithstanding the provisions of Section 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 coverage, or local government liability insurance pool coverage shall not be deemed a waiver of immunity to the extent of liability coverage, nor shall any contract entered into by the 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 06 rules and pensions and relief, disability, workers' compensation, and other benefits which apply to the activity of officers, agents, or employees of any public agents or employees of the 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 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. U) i 9.25 NON-DELEGATION OF CONSTITUTIONAL OR STATUTORY DUTIES A This Agreement is not intended to, nor shall it be construed as, authorizing the delegation of the constitutional or statutory duties of the COUNTY, except to the extent permitted by the Florida constitution, state statute, and case law. 0 9.26 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 i 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. c� Page 17 of 28 Packet Pg.486 C.9.a 9.27 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 Agreement are accurate, complete, and current at the time of contracting. The original contract fee 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 costs. All such adjustments must be made within one year following the end of the Agreement. 9.28 NO PERSONAL LIABILITY E 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 06 individual capacity, and no member, officer, agent or employee of Monroe County shall be liable personally on this Agreement or be subject to any personal liability or accountability by reason of the execution of this Agreement. 9.29 EXECUTION IN COUNTERPARTS 0 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. 9.30 DISADVANTAGED BUSINESS ENTERPRISE (DBE) POLICY AND OBLIGATION It is the policy of the COUNTY that DBE's, as defined in 49 C.F.R. Part 26, as amended, ' shall have the opportunity to participate in the performance of contracts financed in whole or in part with COUNTY funds under this Agreement. The DBE requirements of applicable federal and state laws and regulations apply to this Agreement. The COUNTY and its CONSULTANT agree to ensure that DBE's have the opportunity to participate in the 2i performance of this Agreement. In this regard, all recipients and contractors shall take all 2 necessary and reasonable steps in accordance with 2 C.F.R. § 200.321, as set forth in detail below, applicable federal and state laws and regulations to ensure that the DBE's have the opportunity to compete for and perform contracts. The COUNTY and the CONSULTANT and subconsultants shall not discriminate on the basis of race, color, national origin, or sex in the award and performance of contracts, entered pursuant to this i Agreement. 2 C.F.R. § 200.321 CONTRACTING WITH SMALL AND MINORITY BUSINESSES, WOMEN'S BUSINESS ENTERPRISES, AND LABOR SURPLUS AREA FIRMS 0 a. If the CONSULTANT with the funds authorized by this Agreement, seeks to subcontract goods or services, then, in accordance with 2 C.F.R. §200.321, the CONSULTANT shall take the following affirmative steps to assure that minority businesses, women's business enterprises, and labor surplus area firms are used whenever possible. Page 18 of 28 Packet Pg.487 C.9.a b. Affirmative steps must include: 1. Placing qualified small and minority businesses and women's business enterprises on solicitation lists; 2. Assuring that small and minority businesses, and women's business enterprises are solicited whenever they are potential sources; 3. Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority businesses, and women's business enterprises; 4. Establishing delivery schedules, where the requirement permits, which encourage participation by small and minority businesses, and women's business enterprises; 5. Using the services and assistance, as appropriate, of such organizations as the Small Business Administration and the Minority Business Development Agency of the Department of Commerce. 6. Requiring the Prime consultant, if subconsultant's are to be let, to take the affirmative steps listed in paragraph (1) through (5) of this section. 06 9.31 E-VERIFY SYSTEM Beginning January 1, 2021, in accordance with Section 448.095, Florida Statutes, the CONSULTANT and any subconsultant shall register with and shall utilize the U.S. Department of Homeland Security's E-Verify system to verify the work authorization status of all new employees hired by the CONSULTANT during the term of the Contract and shall expressly require any subconsultants performing work or providing services pursuant to the Contract to likewise utilize the U.S. Department of Homeland Security's E-Verify system to verify the work authorization status of all new employees hired by the subconsultant during the Contract term. Any subconsultant shall provide an affidavit stating that the subconsultant does not employ, contract with, or subconstruct with an unauthorized alien. The CONSULTANT shall comply with and be subject to the provisions of Section 448.095, Florida Statutes. U) 9.32 UNCONTROLLABLE CIRCUMSTANCE A Any delay or failure of either Party to perform its obligations under this Agreement will be i excused to the extent that the delay or failure was caused directly by an event beyond such Party's control, without such Party's fault or negligence and that by its nature could not have been foreseen by such Party or, if it could have been foreseen, was unavoidable: (a) acts of God; (b) flood, fire, earthquake, explosion, tropical storm, hurricane or other declared emergency in the geographic area of the Project; (c) war, invasion, hostilities (whether war is declared or not), terrorist threats or acts, riot, or other civil unrest in the geographic area of the Project; (d) government order or law in the geographic area of the i Project; (e) actions, embargoes, or blockades in effect on or after the date of this Agreement; (f) action by any governmental authority prohibiting work in the geographic area of the Project;(each, a "Uncontrollable Circumstance"). CONSULTANT's financial inability to perform, changes in cost or availability of materials, components, or services, market conditions, or supplier actions or contract disputes will not excuse performance by CONSULTANT under this Section. CONSULTANT shall give County written notice within 7 days of any event or circumstance that is reasonably likely to result in an Uncontrollable Circumstance, and the anticipated duration of such Uncontrollable Circumstance. CONSULTANT shall use all diligent efforts to end the Uncontrollable Circumstance, ensure that the effects of any Uncontrollable Circumstance are minimized and resume full Page 19 of 28 Packet Pg.488 C.9.a performance under this Agreement. The County will not pay additional cost as a result of an Uncontrollable Circumstance. The CONSULTANT may only seek a no cost extension for such reasonable time as the Owners Representative may determine. 9.33 FEDERAL CONTRACT REQUIREMENTS C The CONSULTANT and its sub-consultants must follow the provisions, as applicable, as ra set forth in 2 C.F.R. §200.326 Contract provisions and Appendix II to 2 C.F.R Part 200, as amended, including but not limited to: 9.33.1 Clean Air Act (42 U.S.C. 7401-7671g.) and the Federal Water Pollution Control Act (33 U.S.C. 1251-1387). CONSULTANT agrees to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act, as amended (42 U.S.C. §§7401- 7671 q) and the Federal Water Pollution Control Act, as amended (33 U.S.C. §§1251- 1387) and will report violations to FEMA/Federal Agency and the appropriate Regional Office of the Environmental Protection Agency (EPA). The Clean Air Act (42 U.S.C. 7401- 7671q.) and the Federal Water Pollution Control Act (33 U.S.C. 1251-1387), as 06 amended—applies to Contracts and subgrants of amounts in excess of $150,000. The consultant agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with Federal assistance provided by FEMA/Federal agency. The Consultant agrees to report each violation to the COUNTY, understands, and agrees that the COUNTY will, in turn, report each violation as required to assure notification to FEMA/Federal Agency and the appropriate EPA Regional Office. 4- 9.33.2 Davis-Bacon Act, as amended (40 U.S.C. 3141-3148). When required by Federal program legislation, which includes Emergency Management Preparedness Grant Program, Homeland Security Grant Program, Nonprofit Security Grant Program, Tribal Homeland Security Grant Program, Port Security Grant Program and Transit Security Grant Program, all prime construction contracts in excess of$2,000 awarded by non-Federal entities must comply with the Davis-Bacon Act (40 U.S.C. §§3141-3144, and §§3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5, "Labor Standards ' Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction"). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required 2i to pay wages not less than once a week. If applicable, the County must place a current 2 prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The COUNTY must report all suspected or reported violations to the Federal awarding agency. i When required by Federal program legislation, which includes Emergency Management Preparedness Grant Program, Homeland Security Grant Program, Nonprofit Security Grant Program, Tribal Homeland Security Grant Program, Port Security Grant Program and Transit Security Grant Program (it does not apply to other FEMA grant and cooperative agreement programs, including the Public Assistance Program), the contractors, in contracts for construction or repair work above $2,000 in situations where the Davis-Bacon also applies, must also comply with the Copeland "Anti-Kickback" Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, "Contractors and Subcontractors on Public Building or Public Work Financed in Whole Page 20 of 28 Packet Pg.489 C.9.a or in Part by Loans or Grants from the United States"). As required by the Act, each contractor or subrecipient is prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The County must report all suspected or reported violations to the Federal awarding agency. (1) Contractor. The contractor shall comply with 18 U.S.C. § 874, 40 U.S.C. § 3145, and the requirements of 29 C.F.R. Part 3 as may be applicable, which are incorporated by reference into this contract. (2) Subcontracts. The contractor or subcontractor shall insert in any subcontracts the clause above and such other clauses as FEMA may by appropriate 0 instructions require, and also a clause requiring the subcontractors to include these clauses in any lower tier subcontracts. The prime contractor shall be responsible for the compliance by any subcontractor or lower tier subcontractor with all of these contract clauses. (3) Breach. A breach of the contract clauses above may be grounds for 06 termination of the contract, and for debarment as a contractor and subcontractor as provided in 29 C.F.R. § 5.12. Additionally, in accordance with the regulation, each contractor and subcontractor must furnish each week a statement with respect to the wages paid each of its employees engaged in work covered by the Copeland Anti-Kickback Act and the Davis Bacon Act during the preceding weekly payroll period. The report shall be delivered by the contractor or subcontractor, within seven days after the regular payment date of the payroll period, to a representative of a Federal or State agency in charge at the site of the building or work. 9.33.3 Contract Work Hours and Safety Standards Act(40 U.S.C. 3701-3708). Where applicable, which includes all FEMA grant and cooperative agreement programs, all contracts LM awarded by the COUNTY in excess of $100,000 that involve the employment of U'i mechanics or laborers must comply with 40 U.S.C. 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 U.S.C. 3702 of the Act, each CONSULTANT must compute the wages of every mechanic and laborer on the basis of a standard work week of forty (40) hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of forty (40) hours in the work week. The requirements of 40 U.S.C. 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous, or dangerous. These requirementsI do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. Compliance with the Contract Work Hours and Safety Standards Act. (1) Overtime requirements. No contractor or subcontractor contracting for any part of the contract work, which may require or involve the employment of laborers or mechanics shall require or permit any such laborer or mechanic in any workweek in which he or she is employed on such work to work in excess of forty hours in such workweek unless such laborer or mechanic receives compensation at a rate not less Page 21 of 28 Packet Pg.490 C.9.a than one and one-half times the basic rate of pay for all hours worked in excess of forty hours in such workweek. (2) Violation;liability for unpaid wages;liquidated damages. In the event of any violation g of the clause set forth in paragraph (b)(1) of this section, the CONSULTANT and > any subconsultant responsible therefor shall be liable for the unpaid wages. In addition, such CONSULTANT and subconsultant shall be liable to the United States (in the case of work done under contract for the District of Columbia or a territory, to such District or to such territory), for liquidated Damages. Such liquidated damages shall be computed with respect to each individual laborer or mechanic, including watchmen and guards, employed in violation of the clause set forth in paragraph U) (b)(1) of this section, in the sum of $27 for each calendar day on which such individual was required or permitted to work in excess of the standard workweek of forty hours without payment of the overtime wages required by the clause set forth in paragraph (b)(1) of this section. E (3) Withholding for unpaid wages and liquidated damages. The Federal agency shall upon its own action or upon written request of an authorized representative of the 06 Department of Labor withhold or cause to be withheld, from any moneys payable on account of work performed by the CONSULTANT or subconsultant under any such contract or any other Federal contract with the same CONSULTANT, or any other , federally-assisted contract subject to the Contract Work Hours and Safety Standards Act, which is held by the same CONSULTANT, such sums as may be determined to be necessary to satisfy any liabilities of such CONSULTANT or subconsultant for unpaid wages and liquidated damages as provided in the clause set forth in paragraph (b)(2) of this section. 0 (4) Subcontracts. The CONSULTANT or subconsultant shall insert in any subcontracts the clauses set forth in paragraph (b)(1) through (4) of this section and also a clause requiring the subconsultants to include these clauses in any lower tier subcontracts. The CONSULTANT shall be responsible for compliance by any subconsultant or lower tier subconsultant with the clauses set forth in paragraphs (1) through (4) of U) this section. 9.33.4 Rights to Inventions Made Under a Contract or Agreement. If the Federal award meets the definition of "funding agreement" under 37 CFR §401.2 (a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that "funding agreement," the recipient or subrecipient must comply with the requirements of 37 CFR Part 401, "Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements," and any implementing regulations issued by the awarding agency. 9.33.5 Debarment and Suspension (Executive Orders 12549 and 12689).A contract award under a "covered transaction" (see 2 CFR §180.220) must not be made to parties listed on the government-wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. Part 180 that implement Executive Orders 12549 (3 C.F.R. Part 1986 Comp., p. 189) and 12689 (3 C.F.R. Part 1989 Comp., p. 235), E "Debarment and Suspension" and the Department of Homeland Security's regulations at 2 C.F.R. Part 3000 (Nonprocurement Debarment and suspension). SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, Page 22 of 28 Packet Pg.491 C.9.a as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. SAM exclusions can be accessed at a ,, irmi.,:.2o.y. Contractor is required to verify that none of the contractor's principals (defined at 2 C.F.R. §180.935) or its affiliates (defined at 2 C.F.R. §180.905) are excluded (defined at 2 C.F.R. §180.940) or disqualified (defined at 2 C.F.R. §180.935). The Contractor must comply with 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C, and must include a requirement to comply with these regulations in any lower tier covered transaction it enters into. This certification is a material representation of fact relied upon by the COUNTY. If it is later determined that the contractor did not comply with 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C, in addition to remedies available to the COUNTY, the Federal Government may pursue available remedies, including but not limited to suspension and/or debarment. Bidders or Proposers agree to comply with the requirements of 2 C.F.R. pt. 180, subpart C and 2 C.F.R. Pt. 3000, subpart C while this offer is valid and throughout the period of any contract that may arise from this offer. The Bidder or Proposer further agrees to include a provision requiring such compliance in its lower tier covered transactions. 06 9.33.6Byrd Anti-Lobbying Amendment (31 � U.S.C. 1352). CONSULTANTS that apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the recipient who in turn will forward the certification(s) to the awarding agency. If award exceeds $100,000.00, the attached certification must be signed and submitted by the contractor to the COUNTY.) 9.33.7 Compliance with Procurement of recovered materials as set forth in 2 CFR � 200.322. CONSULTANT must comply with section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designed in guidelines of the Environmental Protection Agency (EPA at 40 CPR part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition,where 2i the purchase price of the item exceeds$10,000 or the value of the quantity acquired during 2 the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. In the performance of this contract, the Contractor shall make maximum use of products containing recovered materials that are EPA-designated items unless the i product cannot be acquired 1. Competitively within a timeframe providing for compliance with the contract performance schedule; 2. Meeting contract performance requirements; or 3. At a reasonable price. Page 23 of 28 Packet Pg.492 Information about this requirennerd, along with the list of EPA-designated ihenns, is available at EP/\s Comprehensive Procurement Guidelines vvebsihe. The Contractor also agrees to comply with all other applicable requirements of Section 0OO2of the Solid ���eOisposa| Ao � 0 VV � 9.33.8 Prohibition on certain telecommunications and video surveillance services or equipment .2 as set forth in 2 CFR � . Recipients and subreoipients and their contractors and subcontractors may not obligate or expend any federal funds to (1) Prooure or obtain; (2) Extend or renew contract to procure or obtain; or (3) Enter into a contract (or extend � or renew a contract) to procure or obtain equipment, servioes, or systems that uses covered telecommunications equipment or services as a substantial or essential 2.1 component of any sysem, or as critical technology as part of any system. As described w in Public Law 115-232. section 889, covered telecommunications equipment is telecommunications equipment produced by Huavvei Technologies Company or ZTE Corporation (or any subsidiary or affiliate of such enddes). < 06 (i) For the purpose of public safeb/, security of government taoi|ides, physical security surveillance of critical infrastructure, and other national security purposes. video ' surveillance and telecommunications equipment produced by H\tera Communications Corporation, Hangzhou Hikvision Digital Technology Company. or Oahua Technology Company /oranysubsidiaryora��|ia�eofsuohenddes) � ` '� C� (ii) Telecommunications or video surveillance services provided by such entities or using ^0 such equipment. hii\ Te|eoommunioations or video surveillance equipment or services produced or provided by an entity that the Secretary of Defense, in consultation with the Director of the National Intelligence or the Director of the Federal Bureau of Investigation, reasonably < believes to be an entity owned or controlled by, or otherwise connected to, the government of covered foreign country. 9.33.9 he COUNTY ~'| and CONTRACTOR shou|d, to the greatest extent practioab|e, provide a preference for the purohase, aoquisidon, or use ofgoods, products, or materials produced in the United '> States (including but not limited to iron, a|uminum, stee|, oement, and other 2| manufactured products). The requirements of this section must be included in all subavvards including contracts and purchase orders for work or products under federal award. For purposes Of this section: (1) "Produced in the United Gtates" means, for iron and steel products, that all manufacturing processes, from the initial melting stage through the application of coatings, | occurred in the United States. (2) "Manufactured products" means items and construction materials composed in whole or in part of non-ferrous metals such as aluminum; plastics and polymer-based products such as polyvinyl chloride pipe; aggregates such as concrete; glass, including optical fiber; < and lumber. Other Federal and FEMA Requirements (as applicable) 9.33.10 . The CONSULTANT will � comply with all the requirements as imposed by the ADA, the regulations of the Federal Page 24oI28 C.9.a government issued thereunder, and the assurance by the CONSULTANT pursuant thereto. 9.33.11The CONSULTANT shall utilize the U.S. Department of Homeland Security's E-Verify g system to verify the employment eligibility of all new employees hired by the CONSULTANT during the term of the Contract and shall expressly require any subconsultants performing work or providing services pursuant to the Contract to likewise utilize the U.S. Department of Homeland Security's E-Verify system to verify the employment eligibility of all new employees hired by the subconsultant during the Contract term. U) 0 9.33.12 Program Fraud and False or Fraudulent Statements or Related Acts. The CONSULTANT acknowledges that 31 U.S.C. Chap. 38 (Administrative Remedies for False Claims and Statements) applies to the CONSULTANT'S actions pertaining to this contract. E 9.33.13 Access to Records. Consultant and their successors, transferees, assignees, and subcontractors acknowledge and agree to comply with applicable provisions governing 06 the Department of Homeland Security (DHS) and the Federal Emergency Management Agency's (FEMA) access to records, accounts, documents, information, facilities, and staff. Contractors/Consultants must: (1) Cooperate with any compliance review or complaint investigation conducted by DHS; (2) Give DHS access to and the right to examine and copy records, accounts, and other documents and sources of information related to the grant and permit access to facilities, personnel, and other individuals and information as may be necessary, as required by DHS regulations and other applicable laws or program guidance; and (3) Submit timely, complete, and accurate reports to the appropriate DHS officials and maintain appropriate backup documentation to support the reports. 9.33.14 No Obligation by Federal Government. The Federal Government is not a party to this contract and is not subject to any obligations or liabilities to the COUNTY/non-Federal entity, contractor, or any other party pertaining to any matter resulting from the contract. ' i 9.33.15 DHS Seal, Logo, and Flags. The CONSULTANT shall not use the Department of Homeland Security seal(s), logos, crests, or reproductions of flags or likenesses of DHS agency officials without specific FEMA pre-approval. The CONSULTANT shall include this provision in any subcontracts. 2 9.33.16 Compliance with Federal Law, Regulations, and Executive Orders. This is an acknowledgement that FEMA financial assistance may be used to fund all or a portion of the contract. The CONSULTANT will comply will all applicable federal law, regulations, executive orders, FEMA policies, procedures, and directives. i 9.33.17 Changes to Contract. The CONSULTANT understands and agrees that any cost resulting from a change or modification, change order, or constructive change of the agreement must be within the scope of any Federal grant or cooperative agreement that may fund this Project and be reasonable for the completion of the Project. Any contract change or modification, change order or constructive change must be approved in writing by both the COUNTY and CONSULTANT. c� Page 25 of 28 Packet Pg.494 IN WITNESS WHEREOF, each party has caused this Agreement to be executed by its duly S authorized representative on the day and year first above written. .2 0 (SEAL) BOARD OF COUNTY COMMISSIONERS Attest: Kevin Madok, Clerk OF MONROE COUNTY, FLORIDA By: By: As Deputy Clerk Mayor/Chairman MONROE COUN!TY A-rrORNE)rS C>FFICF- APPROVED AS TO FORM E Ney 06 (Seal) CONSULTANT: HALE INNOVATION, LLC Attest: By: L/Vr-e's 0 Title: v--m wt VJ Title: ioltwor 'lc)r-q�- E U) A 0 E E Page 26 of 28 Packet Pg.495 C.9.a Attachment A- Scope of Services 0 Consultant shall provide Grant Writing and/or Administration Services. Services shall include writing and/or management of the overall grant process including administrative compliance with M technical construction activities. The Scope of Services shall include identifying and recommending possible grant opportunities to the County and assistance with writing the grant applications. Services may also encompass 2.1 the administration of awarded grants including assistance with reporting requirements, reimbursement requests, verifying compliance documents, and closeout documentation. Work will be assigned to the firm for individual Projects through the issuance of a task order on a project-by-project basis. 06 0 i A i i E E c� Page 27 of 28 Packet Pg.496 C.9.a Attachment B- CONSULTANT Hourly Rates 0 Name Role/Title Company Rate Lee Hale, PE Project Manager Hale Innovation $ 145.00 Hilary Waers Grant Writer Hale Innovation $ 80.00 Jim Downey Senior QC Specialist Hale Innovation $ 200.00 Tommy Marion Research Specialist Hale Innovation $ 60.00 2.1 Dina Bautista, PE, CFM Senior Grant Manager AC Disaster Consulting $ 180.00 Madeleine Gorman Resiliency&Historic Preservation AC Disaster Consulting $ 125.00 Dan Curico State&Federal Grant Manager AC Disaster Consulting $ 125.00 Erika Porter Mitigation Specialist AC Disaster Consulting $ 125.00 Marla Nance Civil Rights Audit Manager MTN Resources $ 219.33 Michele Maloney Resident Compliance Specialist Manager MTN Resources $ 114.06 0 U) I A I 0 I E E c5 Page 28 of 28 Packet Pg.497 REQUEST FOR PROPOSALS: GRANT WRITING AND ADMINISTRATION SERVICES S-IJBMISSION RESPONSE FORM RE SPOND TO: MONRO�E COUNTY BOARD OF COUNTY COMMISSIONERS c/o PURCHASING DEPARTMENT GATO BUILDING, ROOM 2-213 .2 I I O�O SIMONTON STREET > 0 KEY WEST,FLORIDA 33040 RESPONSE FROM. Hale innovation, LLC I have included: U) 0 .2 .j The Submission Response Forn, V * Lobbying and Conflict of Interest Clause w * Non-Collusion.Affidavit S E * Drug Free Workplace Forin V n- Public Entity Crime Statement V 06 o Vendor Certification Regarding Scrutinized Companies V 0 o Certification Regarding Debarment Suspensioll, Ineligibility and Voluntary Exclusion V 3: o Respondent's Insurance and 1-ridenmification Statement V o Insurance Agent's Statement V n- Ack-nowledgnient of Addenda Font V 0 E Mailing Address: 111 S. Maitland Ave., Suite 120 1 relephone.- (304) 767-5166 Maittand, FL 32761 Fax: WA ........................- 0 Date: 12/15/2022 > 0 Email: lee@haleinnovation.com Signed-, Witness: (W L- itness signature) E0 LL Hilary Waers Lawreiice Hale (Witness printed natnc) 0 U (Print Name) President E (Title) Page, 10 nf r%7 I Packet Pg.498 REQUEST FOR PROPOSALS: GRANT WRITING AND ADMINISTRATION SERVICES LOBBYING AND CONFLICT OF INTEREST CLAUSE SWORN STATEMENT UNDER ORDINANCE NO. 010-1990 MONROE COUNTY, FLORIDA .2 ETHICS CLAUSE > 0 Hale Innovation, LLCXa (Company) U) .2 it > L_ ... warrants that he/it has not employed, retained or otherwise had act on his/its behalf any 0 former County officer or employee in violation of Section 2 of Ordinance No. 010-11990 or any County officer or employee in violation of Section 3 of Ordinance No. 010-1990, For breach or E violation of this provision the County may, in its discretion, terminate this contract without liability < and may also, in its discretion, deduct from the contract or purchase price, or otherwise recover, 06 the full amount of any fee, commission, percentage, gift, or consideration paid to the former County officer or employee". 0 (Signature) Date-, 12/15/2022 E STATE OF: LO V A 0 COUNTY OF: Subscribed and sworn to (or affirmed) before me, by means of 19/physical presence or 7 online X U) 1Z � . E notarization, on is (date) 0 U_ by Law veo.Ce e (name of affiant). He/She is personally 0 Known to me or has produced! (type of identification) as U identification. E HILARY H..WAJERS Notary Pubhc State of Florida NOTARY PUBLIC Comrn#HH307220 Expirm 8/31/2026 (SEAL) My commission expires.- S, (1P Page 21 ,V47 Packet Pg.499 REQUEST FOR PROPOSALS: GRANT WRITING AND ADMINISTRATION SERVICES NON-COLLUSION AFFIDAVIT 1, Lawrence Hale Innovation, LLC according to law on my oath, and under penalty of perjury, depose and say that: .2 I ar, Lawrence Hale 0 of the firm of Hale Innovation, LLC the proposer making the Proposal for the project described in the notice for calling for proposals for: Grant Writing and Administration Services and that I executed the said proposal with full authority to do so; .2 2. The prices in this proposal have: been arrived at independently without collusion, consultation, communication or agreement for the purpose of restricting competition, as to any matter relating to such prices with any other proposer or with any competitor; and E 'a 3. Unless otherwise required by law, the prices which, have been quoted in this proposal < 06 have not been knowingly disclosed by the proposer and will not knowingly be disclosed by the proposer prior to proposal opening, directly or indirectly, to any other proposer or to any competitor; and 4. No attempt has been made or will be made by the proposer to induce any other person, partnership or corporation to submit, or not to submit, a proposal for the purpose of restricting competition,- and 0 5. The statements contained in this affidavit are true and correct, and made with full E knowledge of said project. 12/15/2022 (Signature of Proposer) (Date) 0 STATE OF: 60 , '1 OLCL COUNTY F. r- Subscribed and sworn to (or affirmed) before me, by means of Erphysical presence or 0 online E 0 U_ notarization, on '2I 2,-L, (date) by La- veir,,,ce .,(name of affiant). He/She is personally 0 U known to, me or has produced (type of identification) as, identification. HILARY H!.WAERS E Notary Public cs State of Florida NOTARY PUBLIC Comm HH307220 Expires$/21/2026 (SEAL) My commission expires: a3 1 Page 21 I Packet Pg. 500 REQUEST FOR PROPOSAL& GRANT WRITING AND ADMINISTRATION SERVICES DRUG-FREE WORKPLACE FORM The undersigned vendor in accordance with Florida Statute 267.087 hereby certifies that: Hale Innovation, LLC (Name of Business) .2 Publishes a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is, prohibited in tile workplace and specifying the 0 actions that will be taken against employees,for violations of such prohibition. 2. Informs employees about the dangers of drug abuse in the workplace, tile business's policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. U) 0 3. Gives each employee engaged in providing the commodities or contractual services that are under > propose)a copy of the statement specified in subsection (1). 4. In the statement specified in subsection (1), notifies the employees that, as a condition of working E on the commodities or contractual services that are under proposal, the employee will abide by the 'a terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo 06 contendere to, any violation of Chapter 893(Florida Statutes)or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction. 5. Imposes a sanction on or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee's community, or any employee who is so convicted'. 0 6, Makes a good faith effort to continue to maintain a drug-free workplace through implementation of this section, E As the person authorized to sign the statement, I certify that this firm complies fully with the above requirements. Proposer's,Signature > 0 12/15/2022 Date! STATE OF:- tE 0 COUNTY OF. v wwcir_ U_ Subscribed and sworn to(or affirmed) before me, by means of 19'66sical presence or F] online 0 U notarization, on 11 Z'2� (date) byL-a1,vvjevkce (name of affiant). He/She is personally known to me or has produced (type of identification) E as identification, HILARY H.WAERS Notary Public State of Florida Comni#H9307220 NOTARY PUBLIC (SEAL) Evires SAV2026 My commission expires'. 2_6 ........... page 2� I Packet Pg. 501 REQUEST FOR PROPOSALS: GRANT WRITING AND ADMINISTRATION SERVICES PUBLIC ENTITY CRIME STATEMENT "A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crime may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity, for the construction or repair of a > 0 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 w,ith any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017, Florida Statutes, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list." I have read the above and state that neither Hale Innovation, LLC (Proposer's name) nor any Affiliate has been placed on the convicted vendor list within the last thirty-six (36) months, E 06 Serrature gnature) Date: 12/15/2022 0 STATE OR- t 0 CL E COUNTY OF: Subscribed and sworn to (or affirmed) before me, by means, of cp-i5hysicai presence or 0 online notarization, on I, _L (date) > 0 by L. v e,.o,,c,e LA (name of aiffiant). He/She is personally known to me or has produced (type of identification) as U) E identification, 0 U_ HILARY H.WAIERS N'MrV Public State of Flodda, NOTARY PUBLIC 0 Comm#HH307220 U Expires 8/3WO26 (SEAL) My commission expires: 01/, 2,(p E Page 23 I Packet Pg. 502 REQUEST FOR PROPOSALS: GRANT WRITING AND ADMINISTRATION SERVICES VENDOR CERTIFICATIONR EGA RDING SCRUTINIZED COMPANIES LISTS Project Description(s): Grant Writing and Administration Services Respondent Vendor Name-, Hale Innovation, LLC Vendor FEIN, 87-13 1 0 Vendor's Authorized Representative Name and Title: Lawrence Hale, President Address: 111 S. Maitland Ave., Suite 12,0 City: Maitland State: FL Zip: 32751 ............ Phone Number (304) 767-51 Email Address: lee@haleinnovation.com U) 0 .2 Section 287.135, Florida Statutes prohibits a company from bidding on, submitting a proposal for, or entering into or renewing a contract for goods or services of any amount if, at the time of cortracting or renewal, the company is on the Scrutinized Companies that Boycott Israel List, created pursuant to Section E 215.4725, Florida Statutes, or is engaged in a Boycott of Israel. Section 287.135, Florida Statutes, also < prohibits a company from bidding on, submitting a proposal for, or entering into or renewing a contract for 06 goods or services of$1',000,000 or more, that are on either the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector Lists which were created pursuant to s. 215.473, Florida Statutes, or is engaged in business operations in Cuba or Syria. As the person authorized to sign on, behalf of Respondent, I hereby certify that the cornpany identified 0 above in the Section entitled �Respondent Vendor Name" is not listed on the Scrutinized Companies that a Boycott Israel List or engaged in a boycott of Israel and for Projects of$1,000�,000 or more is not listed on 0 either the Scrutinized Companies with Activities in,Sudan List, the Scrutinized Companies with Activities in E the Iran Petroleum Energy Sector List, or engaged in business,operations in Cuba or Syria, 1 understand that pursuant to Section 287.135, Florida Statutes, the submission of a false certification may subject company to civil penalties, attorneys fees, and/or costs. I further understand that any contract with the County may be terminated, at the option of the County, if the company is found to have submitted a false,certification or has been placed on the Scrutinized Companies that Boycott Israel List or engaged in 0 a boycott of Israel or placed on the Scrutinized Companies,with Activities in Sudan List or the Scrutinized 9= Companies with Activities in the Iran Petroleum Energy Sector List or been engaged in business operations .2 in Cuba or Syria. U) E 0 Certified By: Lawrence Hale who is authorized U_ to sign on behalf of the above referenced company. Authorized 9ignaturv-----7___ 0U Print Name: Lawrence Hale Title: President E Note: The List are available at the following Department of Management Services,Site, LitAIL/LALVwLN(ITL2 L, tid!-- tLon/c2r nff r�]g �ivteLf 15 2, n cLu �&L Ld Page,2A ef r.7 I Packet Pg. 503 REQUEST FOR PROPOSAL& GRANT WRITING AND ADMINISTRATION SERVICES Certification Regarding Debarment, Suspension, Ineligibility And Voluntary Exclusion Contractor Covered Transactions .2 (1), The prospective contractor of the Recipient, Hale Innovation, LLC , certifies, by submission 0 of this document, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency. J= (21 Where the Recipient's contractor is unable to certify to the above statement, the prospective contractor shall attach an explanation to this form. U) 0 .2 CONTRACTOR: Hale innovation, LLC E 1-7 Lawrence, Hale 06 Si Pure Recipient's Name Lawrence Hale, President Name and Title Division Contract Number 111 S, Maitland Ave., Suite 120 NIA 0 Street AddressIZIEMAF roject Number Maitland, FL 327'51 E City, State, Zip Date 1211512 022 0 0 U) E 0 u- 0 U E Page 21; I Packet Pg. 504 REQUEST FOR PROPOSALS: GRANT WRITING AND ADMINISTRATION SERVICES R USPONDENT'S YNSURANCE AND INDEMNIFICATION STATEMENT INSURANCE REQUIREMENTS Worl<er's Compensation Statutory Limits E 0 Employers, Liability 100,000 Bodily injury by Accident $500,000 Bodily Injury by Disease,policy 0 limits $100,000 Bodily Injury by Disease, each employee General Liability, including $300,00f O Combined Single Unit .2 Premises Operations Products and Completed Operations Blanket Contracftlat Liability Personal lnjur�, Liability < 06 in Autoniobile Liability $100,0010 Conibined Single Limit non-owned and hired vehicles) If split limits are pTeferred: 0 aIlle �nnovaflon does unot L_ own any veh�c�es, $50,000 Per Person 0 therefore 1110 li111SUirainve IIs 100,000 Per Occurrence E provlded for owned $,25,000 Property Darnage veh�c�es. "I',"",',,"",',,',,"",,............... Professional Liability $300,00�O per Occurrence $5001,000 Aggregate 0 a Hold Harmless and Indemnification. Notwithstanding any rninimurn insurance requirements .2 prescribed elsewhere in this agreement, vendor shall defend, iridentrtify and hold the County and the County's elected and appointed officers and, employees harmless from and against (i) any U) clainis, actions or causes of action, (d) any litigation, administrative proceedings, appellate E 0 proceedings, or other proceedings relating to any type of ijjury (including death), loss, darn age, U_ fine,penalty or business interruption. and (iii) any costs or expenses that may be asserted agairist, initiated Nvitb respect to,or sustained by,any irtdemrified party by reason of,or in connection with, 0 (A) any aQ0 vity of vcndur or any of its employees, agents, contractors or other invitces during the U term of this Agreement, (,B) the negligence or recklessness, intentional wrongful misconduct, errors or other wrongful act or omission of vendor or any of its employees,agents, sub-contractors E or other invitees, or (C) vendor's default iii respect of any of the obligations that it undertake,;' under the temis of this Agreement, except to the extent the claims, actions, causes of action, litigation, proceedings, costs or expenses arise from the intentional or sole negligent acts or omissions of the County or any of its employees, agents, contractors or invitees (other ffiavt vendor). 'nie nionetar.y limitation Toff liability under this contract shall be not less than $1 million per occurrence pursuant to F. S. 725.06. Insofar as the claims, actions, causes of action, litigation, ?age')(%nf 91 1 Packet Pg. 505 REQUEST FOR PROPOSALS: GRANT WRITING AND ADMINISTRATION SERVICES proceedings, costs or expenses relate to events or circuinstances that occur during the terra of this Agreeinerit, this section, will survive the expiration of the term of this Agreein ent or any earlier tenriination of this Agreement, III the event that the completion of the project (to include the work of others) is delayed or .2 suspended as a result of the vendor's failure to purchase or maintain the required insurance, the > 0 vendor shall indetrinify the County fi-oin any and all increased expenses resulting from Aleb delay. Should any claims be asserted against the County by virtue of any deficiency or ambiguity in the plans and specifications provided by the vendor, die vendor agrees and warrants that the vendor shall hold the County harmless mid shall indetrinify it from all losses occurring thereby and shall ffirther defend any claim or action on the County's behalf, The first ten dollars($10.00)of remuneration paid to the vendor is for the indemnification provided for the above. E The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements 'a contained elsewhere.in the Agreement, < 06 RESPONDENT'S STATEMENT 1.with all the understandrequire t ments, he in.SUratice that will be mandatory if awarded the contract and w mly in ful]ill co p 0 E Lawrence IHale Respondent Signature 0 U) E 0 U- 0 U E Page 2; - I Packet Pg. 506 C.9.b REQUEST FOR PROPOSALS: GRANT WRITING AND ADMINISTRATION SERVICES INSURANCE AGENT'S STATEMENT I have reviewed the above requirements with the bidder named above. The following deductibles apply to the corresponding policy. POLICY DEDUCTIBLES 0 U) 0 c2 Liability policies are Occurrence Claims Made E 06 Insurance Agency Signature 0 Print Name: u II luace u . lul lu �ull � u � .. IIII � .uu 0 NllUiiiliullulll .uu ur .ullll uu u u�l a Ih, after lS have i11dUd , � f '� u Ili i uuill l�� lu l 111 llli ; Iuulliu � for theliu .uuu II Mlle Ilbehev , lllN r ill h ll�lpH a II° l , u �, to increase L.0 u' Il li rn ts as needed. 0 i 0 0 U E c� Page 28 of 57 Packet Pg. 507 DATE(P C.9.b AC"R" CERTIFICATE OF LIABILITY INSURANCE 12/15/2022 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 John R.MacDowell NAME: MacDowell Insurance,Inc. PHONEo (407)628-2200 FAX N Ext: C,No (407)628-8840 A/C A/ 420 Lake Howell Road E-MAIL SS: mdins@cfl.rr.com ADDRE INSURER(S)AFFORDING COVERAGE NAIC# 0 Maitland FL 32751 INSURERA: Hartford Underwriters Insurance Company 30104 � INSURED INSURER B: Hanover Insurance Company 22292 Hale Innovation,LLC INSURER C: 111 S.Maitland Ave. INSURER D: Suite 120 INSURER E Maitland FL 32751 INSURER F: 883 COVERAGES CERTIFICATE NUMBER: CL2172200395 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 CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE 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 POLICY EFF POLICY EXP n LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER MM/DD/YYYY MM/DD/YYYY LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 TE CLAIMS-MADE FX OCCUR PREM SDAMAGES Ea oNcurrDence $ 9,000,000 09 MED EXP(Any one person) $ 10,000 A Y 21SBMAM5TY3 07/21/2022 07/21/2023 PERSONAL&ADV INJURY $ 1,000,000 MOTHER LAGGREGATE LIMITAPPLIES PER: GENERAL AGGREGATE $ 2'000'000 POLICY ❑jE ❑ LOC PRODUCTS-COMP/OP AGG $ 2'000'000 : $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 1,000,000 Ea accidentO ANYAUTO BODILY INJURY(Per person) $ A OWNED SCHEDULED 21SBMAM5TY3 07/21/2022 07/21/2023 BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS X HIRED NON-OWNED AUTOS ONLY X AUTOS ONLY Perna cdentDAMAGE $ $ 09 UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB HCLAIMS-MADE AGGREGATE $ DED RETENTION $ $ 0 WORKERS COMPENSATION PER OTH- > AND EMPLOYERS'LIABILITY Y/N STATUTE ER 0 ANY PROPRIETOR/PARTNER/EXECUTIVE El E.L.EACH ACCIDENT $ � OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ Architects&Engineers Professional Per Claim $1,000,000 � B Liability-Claims-Made Basis LHJ-H69386501 07/21/2022 07/21/2023 Aggregate $1,000,000 E DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) O The Monroe County Board of County Commissioners are additional insureds as respects general liability as required by written contract,written agreement or permit. O U E CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN Monroe County Board of County Commissioners ACCORDANCE WITH THE POLICY PROVISIONS. 500 Whitehead Street AUTHORIZED REPRESENTATIVE Suite 120 Key West FL 33040 # E038 4,51, ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD Packet Pg. 508 DATE(MM/D C.9.b CERTIFICATE OF LIABILITY INSURANCE 12/15/2022 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 be endorsed. If SUBROGATIONIS 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: PAYCHEX INSURANCE AGENCY INC PHONE (800)472-0072 FAX 76210762 (A/C,No,Ext): (A/C,No): 225 KENNETH DR STE 110 O ROCHESTER NY 14623 E-MAIL ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# 0 INSURERA: Hartford Casualty Insurance Company 29424 INSURED INSURER B: HALE INNOVATION, LLC INSURERC: 2015 MICHAEL TIAGO CIR MAITLAND FL 32751-8668 INSURERD: INSURER E: U) 0 INSURER F: U 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 9= 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 INSR WVD MM/DD/YYYY MM/DD/Y COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE �y CLAIMS-MADE❑OCCUR DAMAGE TO RENTED PREMISES Ea occurrence MED EXP(Any one person) PERSONAL&ADV INJURY GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE POLICY PRO LOC PRODUCTS a. 4- OTHER: 4— AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident ANY AUTO BODILY INJURY(Per person) ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY(Per accident) HIRED NON-OWNED PROPERTY DAMAGE AUTOS AUTOS (Per accident) UMBRELLA LIAB OCCUR EACH OCCURRENCE EXCESS LIAB CLAIMS- AGGREGATE MADE DED RETENTION WORKERS COMPENSATION X PER OTH- AND EMPLOYERS'LIABILITY STATUTE ER ANY Y/N E.L.EACH ACCIDENT $500,000 A PROPRIETOR/PARTNER/EXECUTIVE N/A 76 WEG AM3YZ8 07/01/2022 07/01/2023 U) OFFICER/MEMBER EXCLUDED? E.L.DISEASE-EA EMPLOYEE $SOO,000 (Mandatory in NH) If yes,describe under E.L.DISEASE-POLICY LIMIT $500,000 L 0L. DESCRIPTION OF OPERATIONS below O DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) L) Those usual to the Insured's Operations. CERTIFICATE HOLDER CANCELLATION Monroe County BOCC SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED 500 WHITEHEAD ST STE 120 BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED KEY WEST FL 33040 IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD Packet Pg. 509 SOOIAJOS UIWPV V BUII!AMu a JOI 4UOWOOJBV) u ' u' 'am 4uejo-4004S BunjuemI u' :4uqwq3ej4vc U r LO V � G. 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