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Item P4 P.4 County f � .�� ",�, 1 BOARD OF COUNTY COMMISSIONERS Mayor Craig Cates,District 1 Mayor Pro Tem Holly Merrill Raschein,District 5 The Florida Keys Michelle Lincoln,District 2 James K.Scholl,District 3 David Rice,District 4 County Commission Meeting May 17, 2023 Agenda Item Number: P.4 Agenda Item Summary #12017 BULK ITEM: Yes DEPARTMENT: Sustainability TIME APPROXIMATE: STAFF CONTACT: Rhonda Haag (305) 453-8774 N/A AGENDA ITEM WORDING: Approval to enter into a $0 on-call contract with Anser Advisory for professional consulting services to develop non-ad valorem special assessments for County projects including canals, road adaptation, stormwater, flood mitigation, wastewater and other existing or new programs and services. ITEM BACKGROUND: This item approves entering into an on-call contract with Anser Advisory, the top ranked proposer in response to a Request for Proposals (RFP) issued to select a vendor to develop special assessments for the County's various programs. The County is in need of a firm to provide professional services necessary for the continued collection of non-ad valorem special assessments for the operations and maintenance of an existing canal restoration project, for the development of potential numerous new non-ad valorem special assessments programs to fund operations and maintenance ("O&M") expenses for new canal restoration projects and capital and O&M expenses for road adaptation projects or related areas in the County's sea level rise and flood mitigation program. In December 2022, the County issued an RFP) for professional consulting services to assist in special assessment programs. Proposals were opened March 7, 2023 and two proposals were received. The selection committee met on April 03, 2023 and ranked the proposers as follows: Respondent Score and Rank b Each Evaluation Committee Total Total Final y Rank Rank Member Points Points Rhonda Judy Julie Kimberly Haag Clark Cheon Matthews Anser Advisory 93 /42 85 /41 90 /41 88 /42 6 356 41 Packet Pg. 2235 P.4 Special 94 /41 63 /42 68 /42 91 /41 6 316 42 District Services PREVIOUS RELEVANT BOCC ACTION: December 7, 2022: Approval to solicit for professional consulting services to develop non-ad valorem special assessment programs as needed for County projects and programs including but not limited to canals, roads, storm water and other existing or new programs. CONTRACT/AGREEMENT CHANGES: N/A STAFF RECOMMENDATION: Approval DOCUMENTATION: Monroe-Anser Contract for Special Assessments - Signed by Anser Attachment 3 - Anser Advisory Proposal 2023 05 COI Anser signed exp 1 17 2024 FINANCIAL IMPACT: Effective Date: Upon Execution Expiration Date: 5 years, est. April 2028 Total Dollar Value of Contract: $0 Total Cost to County: To Be Determined by future task orders. Current Year Portion: $0 Budgeted: N/A Source of Funds: To be determined CPI: Indirect Costs: Estimated Ongoing Costs Not Included in above dollar amounts: Revenue Producing: No If yes, amount: N/A Grant: No County Match: Insurance Required: Yes Additional Details: REVIEWED BY: Rhonda Haag Completed 04/27/2023 1:51 PM Cynthia Hall Completed 04/28/2023 8:32 AM Purchasing Completed 04/28/2023 9:52 AM Budget and Finance Completed 04/28/2023 5:46 PM Brian Bradley Completed 05/01/2023 11:28 AM Lindsey Ballard Completed 05/02/2023 11:20 AM Packet Pg. 2236 P.4 Board of County Commissioners Pending 05/17/2023 9:00 AM Packet Pg. 2237 PAa AGREEMENT FOR PROFESSIONAL SERVICES FOR SPECIAL ASSESSMENTS BETWEEN MONROE COUNTY BOARD OF COUNTY COMMISSIONERS AND en ANSER ADVISORY U) 0 2 This Agreement("Agreement") made and entered into this day of 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 E Anser Advisory, 1500 Mahan Drive, Suite 250, Tallahassee, Florida 32308, a corporation duly authorized to do business within the State of Florida ("CONSULTANT") (collectively, the U) "Parties'). WITNESSETH: WHEREAS, the COUNTY is in need of a firm to provide professional services necessary for the continued collection of non-ad valorem special assessments for the operations and maintenance of an existing canal restoration project ("Canal 266" on Big Pine Key, Florida); and WHEREAS, the County is also in need for the development of numerous new non-ad valorem special assessments programs to fund operations and maintenance("O&M")expenses for new canal restoration projects; and E U) U) WHEREAS, the COUNTY is also in need for the development of assessments to fund capital and O&M expenses for road adaptation projects or related areas in the County's sea level rise and flood mitigation program ("Projects") and recognizes that such assessments may be complicated and require extensive levels of research to ensure the proposed methodologies are legally defensible; and 0 WHEREAS, the County also has established programs to collect special assessments for wastewater programs and solid waste which may be included under this Agreement; and U WHEREAS, on January 26, 2023, the COUNTY issued a Request for Proposals ("RFP") seeking qualified responsible and responsive proposals for providing services as described in the RFP including those described herein; and 0 0 WHEREAS, on March 7, 2023 the CONSULTANT responded with a proposal and represented that it has the requisite skills,expertise and work force to provide the required services; and c� Page 1 of 28 -- - Packet Pg. 2238 P.4.a WHEREAS,the professional services required by this Contract will be for services in the form of a continuing contract, commencing the effective date of this agreement and ending five years thereafter; and WHEREAS, specific services will be performed pursuant to individual task orders issued by the COUNTY and agreed to by the CONSULTANT. Task Orders will contain specific scope U) of work,time schedule, charges and payment conditions, and additional terms and conditions that 0 are applicable to such Task Orders, and; WHEREAS, execution of a Task Order by the COUNTY and the CONSULTANT constitutes the COUNTY's written authorization to CONSULTANT to proceed with the services U) described in the Task Order, and; U) WHEREAS, the terms and conditions of this Agreement shall apply to each Task Order, except to the extent expressly modified. When a Task Order is to modify a provision of this Agreement,the Article of this Agreement to be modified will be specifically referenced in the Task Order and the modification shall be precisely described. U) 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: FORM OF AGREEMENT U) ARTICLE I U) U) 0 U) U) 1.1 REPRESENTATIONS AND WARRANTIES By executing this Agreement, CONSULTANT makes the following express representations and warranties to the COUNTY: 1.1.1 The CONSULTANT shall maintain all necessary licenses, permits or other authorizations necessary to act as CONSULTANT for the Project until the CONSULTANT'S duties 0 hereunder have been fully satisfied; 1.1.2 The CONSULTANT will become familiar with the site(s) and the local conditions for each Project to be completed as the County moves forward. The CONSULTANT will also conduct research on assessment methodologies and will put forth the most beneficial a options for consideration. 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 Page 2 of 28 — ----- Packet Pg. 2239 P.4.a for reimbursement by government agencies, therefore eliminating any additional cost due to missing or incorrect information. The methodologies will also be legally defensible. The CONSULTANT shall assist the COUNTY in defending the methodologies and proposed assessments in a court of law if necessary. 1.1.4 The CONSULTANT assumes full responsibility to the extent allowed by law concerning performance and those directly under his employ. 0 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, E 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, U) 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 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, 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 all addenda; CONSULTANT's response to CL the RFP, all of which are incorporated by reference in this Agreement. In the event of any L- conflict between any of the Contract documents, this Agreement will control or alternatively the one imposing the greater burden on the CONSULTANT will control. 0 ARTICLE II SCOPE OF BASIC SERVICES 0 2.1 SCOPE OF SERVICES. The CONSULTANT'S Scope of Basic Services consist of those described in Attachment A to this Agreement. From time to time, the COUNTY shall issue Task Orders for those services describes 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. Page 3 of 28 Packet Pg. 2240 P.4.a By executing this Agreement, the CONSULTANT acknowledges that it has thoroughly 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 CONSULTANT shall perform and carry out in a professional and proper manner certain duties as described in the Task Orders to be issued. CONSULTANT shall provide 0 the scope of services in the task orders for the COUNTY. CONSULTANT warrants that it is authorized by law to engage in the performance of the activities herein described, subject to the terms and conditions set forth in these Agreement documents. The CONSULTANT shall at all times exercise independent, professional judgment and shall assume E professional responsibility for the services to be provided. CONSULTANT shall provide services using the following standards, as a minimum requirement: U) A. The CONSULTANT shall maintain adequate staffing levels to provide the services required under the Agreement resulting from the RFQ process. B. The personnel shall not be employees of or have any contractual relationship with the COUNTY. To the extent that CONSULTANT uses subcontractors or independent contractors, this Agreement specifically requires that subcontractors and independent contractors shall not be an employee of or have any contractual relationship with COUNTY. C. All personnel engaged in performing services under this Agreement shall be fully qualified, and, if required, to be authorized or permitted under State and local law g' to perform such services. 2.2 NOTICE REQUIREMENT U) U) 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: 4- Ms. Rhonda Haag Chief Resilience Officer 102050 Overseas Highway, Suite 246 U Key Largo, FL 33037 0 With a copy to: Monroe County Attorney's Office 1111 12th St. Suite 408 Key West, FL 33040 �E c� For the CONSULTANT: Anser Advisory Sandi Neubarth, Assistant Director and Senior Program Manager Page 4 of 28 --- --- Packet Pg. 2241 1500 Mahan Drive, Suite 250 Tallahassee, Florida 32308 Electronic copies: A copy of the notice shall also be emailed to: Haag-rhonda@monroecounty-fl.gov Hall-c nthia monroecount -fl. ov Sandi.Ne-Libarth@anseradviso!y.com U) ARTICLE III ADDITIONAL PRODUCTS AND SERVICES U) 3.1 Additional products and services are those products and services not included in the Scope of Basic Services. Should the COUNTY require additional products or 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. 3.2 If Additional Services are required the COUNTY shall issue a letter requesting and describing the requested products and services to the CONSULTANT. The g' 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 E services must be funded and approved by the Board of County Commissioners. U) U) 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 0 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 order to avoid unreasonable delay in the orderly and sequential progress of the CONSULTANT'S services. 0 a 0 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 2.2. 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. Page 5 of 28 Packet Pg. 2242 P.4.a 4.5 The COUNTY's review of any information or documents prepared by the CONSULTANT or its subcontractors shall be solely for 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. U) 0 2 ARTICLE V INDEMNIFICATION AND HOLD HARMLESS U) 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 W persons employed or utilized by the CONSULTANT in the performance of the contract. 5.2 The extent of liability is in no way limited to, reduced, or Iessened 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 g' suspended as a result of the CONSULTANT'S failure to purchase or maintain the required insurance, the CONSULTANT shall indemnify COUNTY from all increased expenses resulting from such delays. E 5.4 This indemnification shall survive the expiration or early termination of the Agreement. U) ARTICLE VI PERSONNEL e 6.1. PERSONNEL c� The CONSULTANT shall assign only qualified personnel to perform any service 0 concerning the project. The staff approved to conduct work under this agreement are specified in Attachment B. The CONSULTANT shall assign only qualified personnel to perform any service concerning the project. At the time of execution of this Agreement, the parties anticipate 0 that the following named individuals will perform those functions as indicated: E c� Page 6 of 28 Packet Pg. 2243 P.4.a NAME FUNCTION Robert Sheets Senior Advisor Sandi Neubarth Project Director and Senior Project Manager Shane Black Project Manager Rashad Sapp Senior Analyst Allan Hernandez Analyst 0 So long as the individuals named above remain actively employed or retained by the E CONSULTANT, they shall perform the functions indicated next to their names. If they are replaced the CONSULTANT shall notify the COUNTY of the change immediately. U) ARTICLE VII COMPENSATION and TERM 7.1 The COUNTY shall pay the CONSULTANT in current funds for the CONSULTANT'S performance of this Agreement based on quotations for each project, each of which shall g' be based on the hourly rates included in Attachment B and the competitively bid pricing as outlined in the Proposal submitted by the CONSULTANT, attached hereto as Attachment C. E U) U) 7.2 PAYMENTS U) 7.2.1 For its assumption and performances of the duties,obligations and responsibilities set forth herein, the CONSULTANT shall be paid monthly based on submission of services and deliverables that have been accepted by the COUNTY. Payment will be made pursuant to the Local Government Prompt Payment Act 218.70, Florida Statutes. 7.2.2 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 U to COUNTY requesting payment for services properly rendered. The CONSULTANT'S invoice shall describe with reasonable particularity the service rendered. The CONSULTANT'S invoice shall be accompanied by such supporting documentation or data in support of expenses for which payment is sought that is acceptable to the Clerk C based on generally accepted account principles and such laws,rules and regulations as may govern the Clerk's disbursal of funds. 7.3 BUDGET AND REIMBURSEABLE EXPENSES c� 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 Page 7 of 28 - - Packet Pg. 2244 year (October 1 - September 30) by COUNTY's Board of County Commissioners. The budgeted amount may only be modified by an affirmative act of the COUNTY's Board of County Commissioners. 7.3.2 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. 2 7.3.3 It is anticipated that no reimbursable expenses will be incurred by the CONSULTANT. Expenses will only be reimbursed if authorized by the County in writing in advance and to the extent and in the amount authorized by Section 112.061, Florida Statutes and the E Monroe County Code of Ordinances. U) 7.4 TERM OF AGREEMENT CL The initial term of this Agreement is for a five (5) 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 five (5) additional years. Any renewal is contingent upon successful renegotiation of the hourly rates shown in Attachment A 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. 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 U) 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. 2 Coverage MYnimum Limits Farm Workers' Compensation Statutory WC1 Employers Liability $200,000/$500,000/$100,000 0 Commercial general $300,000 Combined Single Limit GL1 0 Liability $200,000/person;$300,000/occurrence $200,000 Property Damage Vehicle Liability Or VL2 $300,000 Combined Single Limit Professional Liability $500,000/$1,000,000 PRO1 Page 8 of 28 Packet Pg. 2245 P.4.a 8.2 The coverage provided herein shall be provided by an insurer with an A.M. Best rating of A 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 LO 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. 0 8.3 CONSULTANT shall obtain and maintain the following policies: A. Workers' Compensation insurance as required by the State of Florida, sufficient to U) respond to Florida Statute 440 (See Form WC1). U) B. 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 covered act or omission of the CONSULTANT or any of its employees, agents or subcontractors 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 (See Form GL1). 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 g' the effective date of this contract. In addition, the period for which claims may be reported must extend for a minimum of 48 months following the termination or expiration of this contract. U) U) 0 C. Professional Liability Insurance of$1,000,000 limits. If the policy is a"claims made" U) policy, CONSULTANT shall maintain coverage or purchase a "tail" to cover claims made after completion of the project to cover the statutory time limits in Chapter 95 of the Florida Statutes (See Form PR03). 2 0 D. COUNTY shall be named as an additional insured. c� E. CONSULTANT shall require its subcontractors to be adequately insured at least to the 0 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. 0 F. CONSULTANT shall provide to the COUNTY certificates of insurance or a copy of 0 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. c� G. 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 financial statements from the fund upon request from the COUNTY. Page 9 of 28 Packet Pg. 2246 P.4.a ARTICLE IX MISCELLANEOUS 9.1 SECTION HEADINGS Section headings have been inserted in this Agreement as a matter of convenience of reference only, and it is agreed that such section headings are not a part of this Agreement and will not be used in the interpretation of any provision of this Agreement. 9.2 SUCCESSORS AND ASSIGNS The CONSULTANT shall not assign or subcontract its obligations under this agreement, U) 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. 9.3 NO THIRD PARTY BENEFICIARIES U) Nothing contained herein shall create any relationship, contractual or otherwise, with or any rights in favor of, any third party. U) U) 9.4 TERMINATION A. In the event that the CONSULTANT shall be found to be negligent in any aspect of service, the COUNTY shall have the right to terminate this agreement after five days written notification to the CONSULTANT. c� 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. U 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 terminate this agreement for cause with CONSULTANT should CONSULTANT fail to perform the covenants herein contained at the time and in the manner herein 0 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 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 Page 10 of 28 Packet Pg. 2247 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. D. Termination for Convenience: The COUNTY may terminate this Agreement for 2 convenience, at any time, upon sixty (60) days' notice to CONSULTANT. 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 E 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 U) 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 CL County Code. W E. For Contracts of any amount, if the County determines that the CONSULTANT/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 boycott of Israel,the County shall have the option of (1) terminating the Agreement after it has given the CONSULTANT/Consultant written notice and an opportunity to demonstrate the agency's determination of false n 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. U) U) 0 F. For Contracts of $1,000,000 or more, if the County determines that the U) CONSULTANT/Consultant submitted a false certification under Section 287.135(5), Florida Statutes, or if the CONSULTANT/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 0 Agreement after it has given the CONSULTANT/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 c0 Agreement if the conditions of Section 287.135(4), Florida Statutes, are met. 0 U) 9.5 PUBLIC ENTITIES CRIMES 0 A person or affiliate who has been placed on the convicted vendor list following a 0 conviction for public entity crime may not submit a bid on contracts to provide any goods .. or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work,may not submit bids on leases of real property to public entity,may not be awarded or perform work as a CONSULTANT, 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 Page 11 of 28 -—- Packet Pg. 2248 P.4.a in Section 287.017 of the Florida Statutes, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. By signing this Agreement, CONSULTANT represents that the execution of this Agreement will not violate the Public Entity Crimes Act (Section 287.133, Florida Statutes). Violation of this section shall result in termination of this Agreement and recovery of all monies paid hereto, and may result in debarment from COUNTY's competitive procurement activities. In addition to the foregoing, CONSULTANT further represents that there has been no determination, based on an audit,that it or any subcontractor has committed an act defined U) by Section 287.133, Florida Statutes, as a "public entity crime" and that it has not been formally charged with committing an act defined as a "public entity crime" regardless of U) the amount of money involved or whether CONSULTANT has been placed on the convicted vendor list. CONSULTANT will promptly notify the COUNTY if it or any subcontractor is formally charged with an act defined as a"public entity crime" or has been placed on the convicted vendor list. 9.6 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 CONSULTANT pursuant to this Agreement were spent for purposes not authorized by this Agreement,or were wrongfully retained by the CONSULTANT,the CONSULTANT shall repay the monies together with interest calculated pursuant to Sec. 55.03, of the Florida Statutes, running from the date the monies were paid by the COUNTY. 0 U 9.9 GOVERNING LAW, VENUE, INTERPRETATION, COSTS, AND FEES This Agreement shall be governed by and construed in accordance with the laws of the State of Florida applicable to contracts made and to be performed entirely in the State. In 0 the event that any cause of action or administrative proceeding is instituted for the enforcement or interpretation of this Agreement, COUNTY and CONSULTANT agree that venue shall lie in the 16{h Judicial Circuit, Monroe County, Florida, in the appropriate court or before the appropriate administrative body. This agreement shall not be subject to arbitration. Mediation proceedings initiated and conducted pursuant to this Agreement shall be in accordance with the Florida Rules of Civil Procedure and usual and customary procedures required by the circuit court of Monroe County. Page 12 of 28 - Packet Pg. 2249 9.10 SEVERABILITY If any term, covenant, condition or provision of this Agreement(or the application thereof to any circumstance or person) shall be declared invalid or unenforceable to any extent by a court of competent jurisdiction, the remaining terms, covenants, conditions and provisions of this Agreement, shall not be affected thereby; and each remaining term, covenant,condition and provision of this Agreement shall be valid and shall be enforceable to the fullest extent permitted by law unless the enforcement of the remaining terms, covenants,conditions and provisions of this Agreement would prevent the accomplishment E 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 U) as close as possible to the intent of the stricken provision. CL 9.11 ATTORNEY'S FEES AND COSTS U) 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 g' the non-prevailing party, and shall include attorney's fees, courts costs, investigative, and out-of-pocket expenses in appellate proceedings. 9.12 BINDING EFFECT U) The terms, covenants, conditions, and provisions of this Agreement shall bind and inure to U) the benefit of the COUNTY and CONSULTANT and their respective legal representatives, successors, and assigns. CL 9.13 AUTHORITY 0 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 0 corporate action, as required by law. U 9.14 CLAIMS FOR FEDERAL OR STATE AID 0 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. c� 9.15 ADJUDICATION OF DISPUTES OR DISAGREEMENTS Page 13 of 28 Packet Pg. 2250 P.4.a 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 9.4 concerning termination or U) cancellation. 2 916 COOPERATION In the event any administrative or legal proceeding is instituted against either party relating U) 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 CL CONSULTANT specifically agree that no party to this Agreement shall be required to W enter into any arbitration proceedings related to this Agreement. 9.17 NONDISCRIMINATION CONSULTANT and COUNTY agree that there will be no discrimination against any person, and it is expressly understood that upon a determination by a court of competent jurisdiction that discrimination has occurred, this Agreement automatically terminates g' without any further action on the part of any party, effective the date of the court order. CONSULTANT or COUNTY agrees to comply with all Federal and Florida statutes, and all local ordinances, as applicable,relating to nondiscrimination. These include but are not limited to: 1) Title VII of the Civil Rights Act of 1964 (PL 88-352) which prohibits discrimination on the basis of race, color or national origin; 2) Title IX of the Education Amendment of 1972,as amended(20 USC ss. 1681-1683,and 1685-1686),which prohibits discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended(20 USC s. 794),which prohibits discrimination on the basis of handicaps;4)The Age Discrimination Act of 1975, as amended (42 USC ss. 6101-6107) which prohibits discrimination on the basis of age; 5) The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970(PL 91-616),as amended,relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ce-3),as amended,relating to confidentiality of alcohol and drug abuse , patient records; 8) Title VIII of the Civil Rights Act of 1968 (42 USC S. et seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The 0 Americans with Disabilities Act of 1990(42 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. Page 14 of 28 Packet Pg. 2251 9.18 COVENANT OF NO INTEREST CONSULTANT and COUNTY covenant that neither presently has any interest, and shall not acquire any interest,which would conflict in any manner or degree with its performance under this Agreement, and that only interest of each is to perform and receive benefits as recited in this Agreement. 0 9.19 CODE OF ETHICS COUNTY agrees that officers and employees of the COUNTY recognize and will be E 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 U) or acceptance of gifts; doing business with one's agency; unauthorized compensation; misuse of public position, conflicting employment or contractual relationship; and disclosure or use of certain information. LOO In accordance with Section 5 (b) Monroe County Ordinance No. 010-1990, CONSULTANT warrants that he/it had not employed, retained or otherwise had act on his/its behalf any former County officer or employee subject to the prohibition of Section 2 of Ordinance No. 010-1990 or any County officer or employee in violation of Section 3 of 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." U) 0 U) U) 9.20 NO SOLICITATION/PAYMENT The CONSULTANT and COUNTY warrant that, in respect to itself, it has neither employed nor retained any company or person, other than a bona fide employee working solely for it, to solicit or secure this Agreement and that it has not paid or agreed to pay any person, company, corporation, individual, or firm, other than a bona fide employee working solely for it, any fee, commission, percentage, gift, or other consideration 0 contingent upon or resulting from the award or making of this Agreement. For the breach or violation of the provision, the CONSULTANT agrees that the COUNTY shall have the right to terminate this Agreement without liability and, at its discretion, to offset from , monies owed, or otherwise recover, the full amount of such fee, commission, percentage, gift, or consideration. e 9.21 PUBLIC ACCESS. 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 Page 15 of 28 _ Packet Pg. 2252 P.4.a "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. The CONSULTANT is encouraged to consult with its advisors about Florida Public U) Records Law in order to comply with this provision. U) Pursuant to F.S. 119.0701 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 g' 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 U) 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 0 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 0 inspected or copied within a reasonable time. 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 Page 16 of 28 Packet Pg. 2253 P.4.a 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 or otherwise provided in this provision or as otherwise provided by law. U) 0 2 IF THE CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119,FLORIDA STATUTES,TO THE CONSULTANT 'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS,BRIAN BRADLEY AT PHONE#305- U) 292-3470 BRADLEY-BRIAN MONROECOUNTY-FL.GOV MONROE U)COUNTY ATTORNEY'S OFFICE 1111 12Tn Street, SUITE 408, KEY WEST, FL 33040. U) 9.22 NON-WAIVER OF IMMUNITY Notwithstanding the provisions of Sec. 768.28, Florida Statutes, the participation of the CONSULTANT and the COUNTY in this Agreement and the acquisition of any commercial liability insurance coverage, self-insurance 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 E contain any provision for waiver. U) U) 9.23 PRIVILEGES AND IMMUNITIES All of the privileges and immunities from liability, exemptions from laws,ordinances, and rules and pensions and relief, disability, workers' 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 c0 outside the territorial limits of the COUNTY. 9.24 LEGAL OBLIGATIONS AND RESPONSIBILITIES 0 Non.-Delegation of Constitutional or Statutory Duties. This Agreement is not intended to, 0 nor shall it be construed as, relieving any participating entity from any obligation or ; responsibility imposed upon the entity by law except to the extent of actual and timely performance thereof by any participating entity, in which case the performance may be offered in satisfaction of the obligation or responsibility. Further, this Agreement is not intended to, nor shall it be construed as, authorizing the delegation of the constitutional or statutory duties of the COUNTY,except to the extent permitted by the Florida constitution, state statute, and case law. Page 17 of 28 Packet Pg. 2254 P.4.a 9.25 NON-RELIANCE BY NON-PARTIES No person or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to enforce or attempt to enforce any third-party claim or entitlement to or benefit of any service or program contemplated hereunder, and the CONSULTANT and the COUNTY agree that neither the CONSULTANT nor the COUNTY or any agent, officer, or employee of either shall have the authority to inform, counsel, or otherwise indicate that any particular individual or group of individuals, entity or entities, have entitlements or benefits under this Agreement separate and apart, inferior to, or superior to the community in general or for the purposes contemplated in this Agreement. U) U) 0 9.26 ATTESTATIONS AND TRUTH IN NEGOTIATION U) CONSULTANT agrees to execute such documents as COUNTY may reasonably require, CL including a Public Entity Crime Statement, an Ethics Statement, and a Drug-Free W 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 g' factual unit costs. All such adjustments must be made within one year following the end of the Agreement. 9.27 NO PERSONAL LIABILITY U) 0 U) U) No covenant or agreement contained herein shall be deemed to be a covenant or agreement of any member, officer, agent or employee of Monroe County in his or her individual capacity, and no member, officer, agent or employee of Monroe County shall be liable personally on this Agreement or be subject to any personal liability or accountability by reason of the execution of this Agreement. 9.28 EXECUTION IN COUNTERPARTS U 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. C 9.29 E-VERIFY SYSTEM E Beginning January 1, 2021, in accordance with F.S. 448.095,the CONSULTANT and any subcontractor 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 Page 18 of 28 Packet Pg. 2255 any subcontractors 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 subcontractor during the Contract term. Any subcontractor shall provide an affidavit stating that the subcontractor does not employ, contract with, or subcontract with an unauthorized alien. The CONSULTANT shall comply with and be subject to the provisions of F.S. 448.095. U) 0 2 9.30 UNCONTROLLABLE CIRCUMSTANCE Any delay or failure of either Party to perform its obligations under this Agreement will be 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) U) 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 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 tinder this Section. CONSULTANT shall give County written notice g' 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 W and resume full performance under this Agreement. The County will not pay additional cost as a result of an Uncontrollable Circumstance. The CONSULTANT may only seek a U) no cost extension for such reasonable time as the Owners Representative may determine. ARTICLE X FEDERAL CLAUSES 0 10.1 SMALL AND MINORITY BUSINESSES, WOMEN'S BUSINESS ENTERPRISES, AND LABOR SURPLUS AREA FIRMS. The County strongly encourages the use of women-, minority- and veteran-owned U business enterprises (SBEs) and wishes to see a minimum of 25% of the contract or U) subcontracts awarded pursuant to this RFP go to SBEs. Contractors may search for a Florida registered SBEs at: ht!p://www.dms.myflorida.coiii/agency administration/office_of supplier_diversity osd. 0 Any proposal submitted in which the vendor is certified as an SBE, or in which the vendor proposes to use subcontractors that are certified as SBEs, in Florida or another jurisdiction, must submit proof of the registration or certification from the local authority in order to receive credit for the use of the SBE. Page 19 of 28 - - Packet Pg. 2256 P.4.a 10.2. AUDIT OF RECORDS CONSULTANT shall grant to the County, DEM, FEMA, the Federal Government, and any other duly authorized agencies of the Federal Government or the County where appropriate the right to inspect and review all books and records directly pertaining to the Contact resulting from this RFP for a period of five (5)years after final grant close-out by FEMA or DEM, or as required by applicable County, State and Federal law. Records shall be made available during normal working hours for this purpose. 2 2.1 In the event that FEMA. DEM, or any other Federal or State agency, or the County, issues findings or rulings that the amounts charged by the CONSULTANT or any portions thereof, were ineligible or were non-allowable under federal or state Law or regulation, CONSULTANT may appeal any such finding or ruling. If such appeal is unsuccessful,the CONSULTANT shall agree that the amounts paid to the CONSULTANT shall be adjusted accordingly, and. that the CONSULTANT shall, within 30 days thereafter, issue a U) remittance to the County of any payments declared to be ineligible or non-allowable. CONSULTANT shall comply with federal and/or state laws authorizing an audit of CONSULTANT's operation as a whole, or of specific Project activities. U) Under no circumstances shall advertising or other communications with the media be < presented in such a manner as to County or imply that the CONSULTANT or the CONSULTANT's services are endorsed by the County. 10.3. NONDISCRIMINATION (required language from 41 C.F.R. § 60-1.4(b)). During the performance of this Agreement, the CONSULTANT agrees as follows: U) (1) The CONSULTANT will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, or U) 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 U the provisions of this nondiscrimination clause. U) (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 0 orientation, gender identity, or national origin. .. (3) The CONSULTANT will not discharge or in any other manner discriminate 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 Page 20 of 28 Packet Pg. 2257 a 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 by the agency contracting officer, advising the labor union or workers' representative of the CONSULTANT's commitments under section 202 of Executive Order 11246 of September 24, 1965, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. U) U) 0 U) (5) The CONSULTANT will comply with all provisions of Executive Order 11246 of U) 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 contracting 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 n of this contract or with any of such rules, regulations, or orders, this contract may be canceled, terminated or suspended in whole or in part and the CONSULTANT may be declared ineligible for further Government contracts in accordance with procedures E 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. CL 10.4. OTHER FEDERAL CONTRACT REQUIREMENTS As Applicable, the CONSULTANT and its subcontractors must follow the provisions as set forth in Appendix II to Part 200, as amended, including but not limited to: A. Rights to Inventions Made Under a Contract or Agreement. If the Federal award U 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 0 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. c� B. Clean Air Act (42 U.S.C. 7401-7671q.) and the Federal Water Pollution Control Act(33 U.S.C. 1251-1387), as amended—Contracts and subgrants of amounts in excess of $150,000 must comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401-7671q) and the Federal Water Pollution Control Act Page 21 of 28 -- Packet Pg. 2258 as amended (33 U.S.C. 1251-1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). C. Debarment and Suspension (Executive Orders 12549 and 12689)—A contract award (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 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), "Debarment and Suspension." SAM 2.1 Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. U) D. Byrd Anti-Lobbying Amendment(31 U.S.C. 1352)—Contractors who apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to U' 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 fiends that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non-Federal award. E. Americans with Disabilities Act of 1990 (ADA) -- The CONSULTANT will comply with all the requirements as imposed by the ADA, the regulations of the Federal government issued thereunder, and the assurance by the CONSULTANT pursuant thereto. F. The CONSULTANT shall utilize the U.S. Department of Homeland Security's E- U) Verify system to verify the employment eligibility of all new employees lured by the CONSULTANT during the term of the Contract and shall expressly require any E subcontractors performing work or providing services pursuant to the Contract to likewise U) utilize the U.S. Department of Homeland Security's E-Verify system to verify the employment eligibility of all new employees hired by the subcontractor during the Contract term. CL 10.5. 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 non-Federal entity, 0 CONSULTANT, or any other party pertaining to any matter resulting from the contract. 10.6. Program Fraud and False or Fraudulent Statements or Related Acts. The CONSULTANT 0 U acknowledges that 31 U.S.C. Chapter 38 (Administrative Remedies for False Claims and Statements) applies to the CONSULTANT's actions pertaining to this contract. IN WITNESS WHEREOF, each party has caused this Agreement to be executed by its duly authorized representative on the day and year first above written. 0 (SEAL) BOARD OF COUNTY COMMISSIONERS Attest: Kevin Madok, Clerk OF MONROE COUNTY, FLORIDA By: By: As Deputy Clerk Mayor/Chairman Page 22 of 28 Packet Pg. 2259 P.4.a (Seal) ANSER ADVISORY Attest: ' l �Nz "ter y: U) Robert Sheets Title, /1 1� (1 Title: Executive Vice President J U) END OF AGREEMENT U) U) CL Approved as to form and legal sufficiency: Monroe County Attorney's Office 4-28-2023 LO E CL 0 U 0 U 0 0 E c� Purge 23 of 28 Packet Pg. 2260 ATTACHMENT A- SCOPE OF SERVICES 1. SCOPE OF SERVICES U) c� A. New assessments: The Agreement will cover the development and implementation of new non-ad valorem special assessment programs for canal restoration projects and road adaptation/flood mitigation projects E and potential other programs. The development of the non-ad valorem tax rolls is described in Tasks 1-7 below. U) The County will issue task orders for individual projects as it is ready to proceed. These are expected to be on a per-canal or per-neighborhood road adaptation basis. The assessment may be for capital, operations and maintenance ("O&M"), or a combination thereof as directed by the County. The County anticipates that the following tasks will be required: Task 1: Conduct research on methodologies. Evaluate existing data sources and identify LM methodologies for developing the preliminary assessment roll. U) The Consultant will obtain and review existing data sources such as project area maps, the Monroe county GIS database and Tier data, Monroe County Property Appraiser's data, ad U) valorem tax rolls, Monroe County Tax Collector data, and other sources of data. The Consultant will develop alternative methodologies for development of each preliminary assessment roll and recommend the preferred methodology. CL LO Alternative methodologies for development of the preliminary assessment roll shall include but not be limited to: • assessment on a per parcel or per lot methodology, • assessment on a square foot or frontage methodology, • assessment by level of benefit, and • any other methodologies proposed for canal restoration and/or sea level rise/road adaptation projects. , 0 The Consultant acknowledges that an assessment methodology particular to a County roads 0 adaptation or flood mitigation project may or may not exist elsewhere and may require in-depth research to define the benefit area, level of service to be provided, potential varying levels of service, etc. The Consultant will specify how it is determined which property owners receive a benefit from a roads adaptation project and if multiple layers of benefits and assessments are recommended. There is potential for a capital assessment, O&M assessment, or a combination. The Consultant will specify how the proposed methodology is legally defensible. Page 24 of 28 Packet Pg. 2261 P.4.a Task 2: Conduct Internal and External Outreach Meetings: Consultant shall conduct public outreach if directed by the County, which may include in person and virtual meetings. Consultant shall propose methods of outreach, type of materials and schedule. Commissioner briefings shall be included. Contact list may need to be developed for each project, developed through written letters to lot owners requesting contact information. Presentations will need to be developed. The County may bring in other consultants to support the research and development of E methodologies and stakeholder outreach. The Consultant will work cooperatively with all such consultants. Task 3: Develop Preliminary Assessment Roll upon approval of methodology by County. - CL Once the methodology is selected,the Consultant will develop the preliminary assessment roll and print, stuff and mail first class notices to property owners. An electronic summary spreadsheet that include the property owner's name, address, RE number, AK number, and amount of the assessment will be provided to the County. Task 4: Certification of Final Assessment Roll 05 Consultant will make necessary revisions to the preliminary assessment roll prior to providing the certified roll to the County's Tax Collector. The Consultant will contact the Tax Collector at 305- 295-5010 to identify the required layout of the final assessment roll and number of copies to be provided on CD and in hard copies or by other medium as may be directed by the Tax Collector. U) Necessary revisions may include: • Addition of parcels, deletion of parcels, depending on selected methodology for collection of connection fees for vacant parcels. 2 • Adjustments to special assessment allocations following appeals, if any. Task 5: Provide direction to Monroe County for compliance. with statutory requirements', associated with collection of special assessment by the uniform method. Consultant will review County ordinances and implementing resolutions associated with the assessment program and provide assistance with the legal requirements for public hearings and development of appropriate published notices, as needed. a Task 6: Conduct Progress Meetings. .. . . Consultant will schedule, plan, and conduct meetings, as necessary. Progress meetings with County staff, and presentation to the Board of County Commissioners, are included in this basic scope of services. Page 25 of 28 Packet Pg. 2262 P.4.a S. Existing Assessment Programs. For any assessment program already adopted by the County (e.g., Canal 266), and for the second year of new assessments and beyond,the following additional Task shall apply: Task 7: Provide proposal for annual maintenance and certification of non-ad valorem assessment special assessment rolls. Consultant shall provide ongoing administrative service for update and maintenance of databases necessary to create and certify the final assessment roll on an annual basis in compliance with E statutory timeframes. U) U) C. For all assessments. Task S: Consultant shall provide support to the County for any legal action initiated. CL against the County regarding a potential or existing assessment. CL 0 U 0 U 0 0 E c� Page 26 of 28 Packet Pg. 2263 Attachment B Personnel authorized to Work Name, Title Hourly Rate Robert Sheets, Executive Vice President $285 Sandi Neubarth, Assistant Director& Sr. Program Manager S235 Shane Black, Project Manager $18$ Rashad Sapp, Senior Analyst $185 Allan Hernandez, Analyst $150 E CL LO CL LO U 0 U 0 0 E c� Page 27 of 28 Packet Pg. 2264 P.4.a Attachment C- CONSULTANT Proposal U) 0 2 U) U) 0 U) U) E c� c� E c� Page 28 of 28 Packet Pg. 2265 ANSERAD-01 PAc �►co�rv,. CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DDIYYYY) (►•-- 2/21/2023 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 POLICIE; BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZEC 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 or this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Ames&Gough PHONE FAX 8300 Greensboro Drive (A/C,No,Ext): (703)827-2277 (A/c,No):(703)827-2279 Suite 980 ADDRIESS:admin@amesgough.com McLean,VA 22102 INSURER S AFFORDING COVERAGE NAIC# INSURER A:National Fire Insurance Company of Hartford A(XV) 20478 INSURED INSURER B:Continental Insurance Company A XV 35289 Anser Advisory Consulting LLC. INSURER C:American Casualty Co of Reading, PA A XV 20427 1600 Mahan Drive INSURER D:Evanston Insurance Company 35378 U) Tallahassee,FL 32308 INSURER E: C5 INSURER F: n 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 PERIO[ INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THI; 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. U) U) INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INSD WVD MM/DD/YYYY MM/DD/YYYY U) A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,1 U) CLAIMS-MADE � OCCUR 7011411366 1/17/2023 1/17/2024 PREMISES DAMAGE TO 1�000�1 PREMISES Ea occurrence $ ra MED EXP(Any oneperson) $ 15,1 tltj PERSONAL&ADV INJURY $ 1,000,1 EL GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,1 S PRO 2,01 C POLICY� JECT � LOC PRODUCTS-COMP/OP AGG $ N OTHER: $ N A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,1 � Ea accident $ X ANY AUTO 7011411369 1/17/2023 1/17/2024 BODILY INJURY Perperson) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ PROPERTY DAMAGE HIRED NON-OWNED Per accident) ccident $ AUTOS ONLY AUTOS ONLY $ B X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 10,000,1 p EXCESS LIAB CLAIMS-MADE 7011662381 1/17/2023 1/17/2024 AGGREGATE $ 10,000,1 DED I X I RETENTION$ 10,000 U) C WORKERS COMPENSATION X PER OTH- AND EMPLOYERS'LIABILITY STATUTE ER YIN 7011411372 1/17/2023 1/17/2024 1,000,1 ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? N N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,1 I) If yes,describe under 1,0 00,1 Ul) DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ D Professional Liab. MKLV7PL0005704 1/17/2023 1/17/2024 Per Claim/Aggregate 2,000,1 N C14 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) CANAL RESTORATION PROGRAM, SEA LEVEL RISE AND FLOOD MITIGATION PROGRAM,AND OTHER POTENTIAL PROGRAMS cy Monroe County Purchasing Department is listed as additional insured for general liability when required by written contract. ° CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORI Monroe Count Purchasing Department THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED It Y 9 p ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton St APPROVED BY RISK MANAGEMENT Key West,FL 33040 BY x e 5�� AUTHORIZED REPRESENTATIVE DATE 5/1/2023 WAIVER N/A YES ACORD 25(2016/03) ©1988-2015 ACORD CORPORATION The ACORD name and logo are registered marks of ACORD Packet Pg. 2266 mW u IIIIIII� IIIIIII u u luiiiii Iol�l i�oll�l � � Illu umi Iul Imp IIIV Imii � � Imii Imii Imy� IIII IIII I� IIIIII I��II I uu II II IIIII �� a uu, uuu i � i� i� �� mu � //IIII / // / / / ` �� '��,""'�� "� ��""��i IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII TABLE OF CONTENTS 1. FIRM OVERVIEW 2. EXPERIENCE AND ABILITY TO PROVIDE SERVICES '!'!'; 3. STAFFING 19 4. REFERENCES �a�1'�r2 5. PRICE PROPOSAL 34 6. FINANCIAL INFORMATION AND LITIGATION 4" 7. REQUIRED COUNTY FORMS AND LICENSES 41115 APPENDIX A Monroe County PirofesMonnM Services For Specaafl Assessinnents For Canal Restoration Program,Sera ILevd IRise And Flood RWBifigaHoin IPrograim,And Other 6atiFteindM IPrograms 2 i March 7, 202-3 .1°G,1G° Monroe County, FL /J—t\ N Z0:36 E H OMB-BIDS@monroecounty-fl.gov ADVISORY iioo Simonton Street Key West, FL 33040 RE: Response to Request for Proposals (RFP) Professional Services for Special Assessments-Monroe County, Florida To whom it may concern, This correspondence is being submitted in response to Monroe County's (County) Request for Proposal (RFP) for professional services for special assessments for canal restoration program, sea level rise and flood mitigation program, and other potential programs. AnserAdvisory(Anser) is a national program management and advisory firm that provides high- quality solutions to our clients'challenges. In November2021, Government Services Group, Inc. (GSG) was acquired by Anser and is now the Government Services Practice within the Advisory and Compliance section of Anser. We understand that the County is seeking a highly qualified firm capable of providing professional services and specialized assistance necessary for the continued collection of non- ad valorem special assessments for one existing canal restoration project (Canal 266) and the development of numerous new additional non-ad valorem special assessment programs to use funding sources for approximately 1-2o new additional canal restoration projects and 1-20 roads or related areas in the County's sea level rise and flood mitigation program ("Projects"). Accordingly, this correspondence is being submitted as confirmation of Anser's interest in providing the requested services and assistance. Anser's Government Services Practice (formerly known as GSG) has earned a reputation as a leader in the development, implementation and administration of special assessment programs. We believe that our experience, in Monroe County and the entire State of Florida, in developing unique funding and service delivery solutions, coupled with our specialization in government finance and taxation issues, will enable our firm to provide fully developed and complete program(s) that will satisfy the County's specific project requirements. As demonstrated throughout our proposal, we have the expertise, experience and in-house resources to complete this project on schedule and within budget. Anser's Government Services Practice (Anser GSP) (formerly known as Government Services Group, Inc. or GSG) has also developed and maintained extensive relationships with the County Property Appraisers and Tax Collectors involved in our clients' special assessment programs. Anser GSP is recognized as a firm that understands the responsibilities and procedures of these Constitutional offices and as a result,can effectively utilize the ad valorem tax roll data required for the development of the special assessment programs. Monroe County Prote s. ornan Services ices;For Special Assessim nts For Canal IRestoration Program,Seca ILevel IRii se Atrn€;l Flood Mifigadoin IPiro irornn,And Other Potential IPrograms What will The County get when it hires Anser? Anser GSP is the leader in the State for development and implementation of special assessment programs. Anser GSP has developed and implemented more special assessment programs in Florida than any other consulting firm. When the County hires Anser, they can be assured that they will get: A legally defensible assessment methodology that is specifically tailored to meet the County's goals and objectives. A thorough understanding of the benefit received by property owners. A thorough understanding of the financial impact on all affected property owners. A matrix of sound and reasoned recommendations for successful implementation. A consulting firm with a successful track record and proven experience. >> A consulting firm with a problem solving attitude. A consulting firm with a total commitment to quality. What sets Anser apart from other firms? As demonstrated throughout our proposal, Anser GSP has developed and implemented more special assessment programs in the State of Florida than any other consulting firm. Anser GSP developed some of the first assessment programs in Florida and over the years we have continued to help write the laws for special assessments. What we believe differentiates us from other consulting firms is: We are recognized by the Courts as an expert in the development and implementation of special assessment programs. We are recognized by the Florida Department of Revenue, Property Appraisers and Tax Collectors as an expert in the area of assessment roll development and certification. > We are recognized as the experts in alternative funding solutions by the Florida Association of Counties, Florida League of Cities, Florida City County Managers Association, and Florida Government Finance Officers Association. We have a proven track record of creating legally defensible special assessment programs and assisting our clients with successful implementation. We have extensive knowledge of Monroe County and the data available from the Monroe County Property Appraiser as we have been assisting Monroe County and several of the Monroe cities with their annual assessments programs since the early 2000's. We are experienced in the requirements for collecting non-ad valorem assessments on the tax bill and specifically, the processes for the Monroe County Tax Collector, as we have assisted Monroe County and several of the Monroe cities certify their non-ad valorem assessment rolls to the Monroe County Tax Collector since the early 2000's. We know what it takes to get the job done and will negotiate a lump sum fee based on the goals and objectives of our client. There are no hidden costs or add-ons. Our specific experience working for Monroe County and its cities cannot be matched by any other consulting firm. We have managed the data and processed the assessments for the Monroe County Solid Waste assessment program since 2002. We have worked with the Village of lslamorada since 1999 and successfully implemented special assessment programs Village-wide for solid waste, stormwater, wastewater planning, as well as wastewater improvements for the North Plantation Key service area, Woods Corner, and remaining service areas. Monroe County Prote s. omnan Services ices;For Speca<al Assessi heats For C amnal IRestoration Program,Seca ILevel IRu<se Atmn€;B Flood Mifigadoin IPiro irornn,And Other Potential IPrograms >> We have worked with the City of Marathon since 2002 and successfully implemented special assessment programs for stormwater and wastewater improvements for Service Areas 4 and 6, the Little Venice Service Area, and Service Areas 1,23,5 and 7. >> We have workedwith Monroe County on wastewater projects since 2003 andsuccessfully implemented special assessment programs for the Stock Island, Big Coppitt, Duck Key, Cudjoe Key, Long Key, Inner Islands, and Outer Islands service areas. We began working with Monroe County to develop canal maintenance assessment programs in 2017 and assisted the County successfully implement the Canal 266 assessment program in 2oi9. We have created two online database management services for Monroe County that are currently still in use: In 20o6, the Solid Waste Assessment Online Assessment Data Management Service was created and implemented. In 2007, the Wastewater Assessment Online Assessment Data Management Service was created and implemented. We have managed the data and processed the assessments for Key Colony Beach's stormwater assessment program since 2016. We have managed the data and processed the assessments for the City of Key West's solid waste and stormwater assessment programs since 2013. We have handledthe data reconciliation,final data conversion andtransm ittal of assessment rolls to the Monroe County Tax Col lector si nce 2011 for the Key Largo Wastewater Treatment District. Anser is very excited about the opportunity to continue working with Monroe County and continuing to provide professional services for the County's special assessment programs. I am the Senior Vice President of Anser and authorized to represent Anser in all matters related to this engagement. To further discuss this response, or any other related question or matters, please feel free to contact me at (850) 681-3717 or David.)ahosl<y@anseradvisory.com. Sincerely, David G.)ahosky Senior Vice President 150o Mahan Drive,Suite 25o Tallahassee, FL 32308 850.681.3717 Monroe County Prote s. omnan Services ices;For Special Assessim nts For Canal IRestoration Program,Seca ILevel IRii se Atmn€;l Hood Mifigadoin IPiro irornn,And Other Potential IPrograms Anser Advisory Consulting, LLC dba Anser Advisory (Anser) is licensed in the State of Florida and is a limited liability company OVERVIEW OF SERVICES chartered in Ana, California l I th its or is and s in good legal standing al place of business in Santa Non-Ad Valorem Const Assessments Construction Management Program Management o Anser is a national program management and advisory firm that Quality Assurance/Quality provides high-quality solutions to our clients' challenges. In CostCEtimatin November 2021,Anser acquired Government Services Group, Inc. Project Controls (GSG), a Florida-based company providing specialized services Utility Management Contract Administration to cities, counties and special districts with the development of Energy andsustainability alternative revenue programs,identification of enhanced revenue -,..................................................................... opportunities, and overall evaluation and long-term planning of i financial growth. GSG is now the Government Services Practice WHO WE ARE with n the sory Com liance section ofAnser Anser GSP has eoff offices n Longwood p and Tallahassee,(Flo Florida. The as i,, ,, project primarilyUJIlV1J1Jwork effort for this ro ect will be rimaril conducted from ourluili�ua »aiu�y Tallahassee office. ��l�ral�l�la�a oi�ai Anser understands that Monroe County (County) is seeking a highly qualified firm capable of providing professional services National Professionals and specialized assistance necessary for the continued collection of non-ad valorem special assessments for one existing canal i restoration project(Canal 266) and the development of numerous new additional non-ad valorem special assessment programs 27J))J)JJ111J, li to use funding sources for approximately 1-2o new additional u�uay�� canal restoration projects or related areas in the County's sea level rise and flood mitigation am ("Projects"). Accordingly, this proposal is being submitted as confirmation Years offAssessment of Anser's interest in providing the requested services and assistance.Anser j s a services to various FloridaFlor daivered dcliended i sinceValorem Assessment 1996 Our services 1111 C), begin with strategic organizational planning and continue by liu»�� iuil»»��uiva�!. 1i% iirrrr � managing each pro�ect's execution and compliance. With a diverse client base, our team is adept at adding value to early program development through creativity and critical thinking. Special Assessment programs We dive into projects at any development cycle phase, with a involving over,5o Florida cities crucial focus on drivingvalue and maximizing accountability. We and counties are unconventional as a firm because we believe in honoringold- s c h oo I traditions while leveraging new-school methods. This is our value proposition to you. OFFICE TO PERFORM WORK We deliver this proposition by bringing world-class people i5oo Mahan Drive,Suite 250 together in a nationally recognized Great Place to Work I with Tallahassee,FL32308 the management and technology infrastructure to continually offer clients deep expertise, sector-specific experience, and rapid 8U2L '^X�,� deploy Our business around two mainnent ofrsservicejctelines, each of which willlsucture be rb ought Ip „IIIIIIUUIIIIII TOP10 together for this assignment, leveraging relevant Anser resources r r r r r r r r r r Monroe County Pu•ofesspoirwM Seiry es IFbir Spedall Assess in E,nts Fair Caunap IRestoirado n Program,sea Il.evell Wse And II"I Nod WdgaHoini IPirogirar n,And Other Pti ter; UM IF'rograms 1 from our deep bench of experts: j> Advisory and Compliance— including organizational development, change management, program controls, estimating, alternative delivery, and finance, including public-private partnership expertise, assurance, and auditing; and Management—program and project management,construction manager-agency services, and complete Owner's representative roles. Anser GSP has earned a reputation as a leader in the development, implementation and administration of special assessment programs. We believe that our experience, in Monroe County and the entire State of Florida, in developing unique funding and service delivery solutions, coupled with our specialization in government finance and taxation issues, will enable our firm to provide fully developed and complete program(s) that will satisfy the County's specific project requirements. As demonstrated throughout our proposal,we have the expertise, experience and in-house resources to complete this project on schedule and within budget. Over the past 27 years, Anser has been involved in the development and implementation of over 300 special assessment programs to create some of the most unique funding scenarios currently utilized. We have earned a reputation as a leader in the administration of special assessment programs. Anser is regularly asked to maintain and privatize many of the functions previously performed by cities and counties in revenue management and collection. Currently, Anser maintains over 75 assessment databases for clients on an annual basis. We also assist our clients with preparing and certifying annual assessment rolls for the tax collectors. Anser also works with cities and counties in creating funding concepts that include the use of special assessment programs for the funding of infrastructure needs for communities. These projects include capital facilities, water, sewer, stormwater, transportation, neighborhood improvements, canal maintenance, and street lighting. We produce implementable solutions within project timeframes. In 2022,Anser successfully submitted 94 assessment rolls to County Tax Collectors, on behalf of our clients. Additionally, we assisted our clients in generating over $300 million dollars in non-ad valorem assessment revenue for critical infrastructure and services. Our approach, which has been developed over a 27-year period, was garnered through numerous similar assessment projects involving over 15o Florida cities and counties. This not only reflects upon our vast experience on similar projects, but also lends great credibility to our recommendations to County staff, elected officials and the public. In fact, we have been designated by the Courts as an expert in the development of special assessments and as such we are capable of providing competent, substantial evidence to support the case law requirements for using special assessments to fund the provision of vital services and capital infrastructure provided by the County. Being acknowledged by the Courts as experts in developing and defending special assessments,we are able to work with our clients to create an apportionment methodology that meets their specific goals while also satisfying case law requirements. In other words, we use the flexibility provided by the courts to assist our clients in meeting their objectives with an eye on potential legal challenges in an attempt to maximize both the efficiency and the effectiveness of any defense. Monroe County PirofesrOoirwM Sau•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 2 FIRM OVERVIEW Our team of project managers, consultants and database analysts/programmers are vastly experienced in evaluating the unique and dynamic characteristics associated with local government and providing options for funding of vital services and capital infrastructure. We believe that the combination of our historical experience and the qualifications of our personnel allow Anser to better develop solution-based strategies that are specifically tailored to successfully address the specific financial, operational, and governance problems faced by local government.As such,we believe that our firm brings together the best options,alternatives and solutions in revenue enhancement capabilities. Anser GSP (formerly known as Government Services Group, Inc. or GSG) has also developed and maintained extensive relationships with the County Property Appraisers and Tax Collectors involved in our clients' special assessment programs. Anser GSP is recognized as a firm that understands the responsibilities and procedures of these Constitutional offices and as a result, can effectively utilize the ad valorem tax roll data required for the development of the special assessment programs. In fact, we can provide references from County Property Appraisers and Tax Collectors who can attest to our expertise. Due to the combination of our highly specialized and experienced database analysts and our familiarity with the data, no other firm can match the quality of our data analysis. What Will The County Cet When it Hires Anser? Anser GSP is the leader in the State for development and implementation of special assessment programs. Anser GSP has developed and implemented more special assessment programs in Florida than any other consulting firm. When the County hires Anser, they can be assured that they will get: A legally defensible assessment methodology that is specifically tailored to meet the County's goals and objectives. A thorough understanding of the benefit received by property owners. A thorough understanding of the financial impact on all affected property owners. A matrix of sound and reasoned recommendations for successful implementation. A consulting firm with a successful track record and proven experience. A consulting firm with a problem-solving attitude. A consulting firm with a total commitment to quality. What Sets Anser Apart From Other Firms? As demonstrated throughout this proposal, Anser GSP has developed and implemented more special assessment programs in the State of Florida than any other consulting firm. Anser GSP developed some of the first assessment programs in Florida and over the years we have continued to help write the laws for special assessments. What we believe differentiates us from other consulting firms is: Anser is recognized by the Courts as an expert in the development and implementation of special assessment programs. Anser is recognized by the Florida Department of Revenue, Property Appraisers and Tax Collectors as an expert in the area of assessment roll development and certification. Anser is recognized as the experts in alternative funding solutions bythe Florida Association of Counties, Florida League of Cities, Florida City County Managers Association, and Florida Government Finance Officers Association. Monroe County PirofesspoirwM sau•up es IFbir Spedall Assess in E,i nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 3 FIRM OVERVIEW Anser has a proven track record of creating legally defensible special assessment programs and assisting its clients with successful implementation. Anser has extensive knowledge of Monroe County and the data available from the Monroe County Property Appraiser as we have been assisting Monroe County and several of the Monroe cities with their annual assessments programs since the early 2000's. Anser is experienced in the requirements for collecting non-ad valorem assessments on the tax bill and specifically, the processes for the Monroe County Tax Collector, as we have assisted Monroe County and several of the Monroe cities certify their non-ad valorem assessment rolls to the Monroe County Tax Collector since the early 2000's. Anser knows what it takes to get the job done and will negotiate a lump sum fee based on the goals and objectives of our client. There are no hidden costs or add-ons. Our specific experience working for Monroe County and its cities cannot be matched by any other consulting firm. Anser GSP has managed the data and processed the assessments for the Monroe County Solid Waste assessment program since 2002. Anser GSP has worked with the Village of Islamorada since 1999 and successfully implemented special assessment programs Village-wide for solid waste, stormwater, wastewater planning,as well as wastewater improvements for the North Plantation Key service area, Woods Corner, and remaining service areas. We have continued to provide annual maintenance services since inception. >> AnserGSPhasworkedwith the Cityof Marathon since 2002andsuccessfullyimplemented special assessment programs for stormwater and wastewater improvements for Service Areas 4 and 6, the Little Venice Service Area, and Service Areas 1,23,5 and 7. We have continued to provide annual maintenance services since inception. Anser GSP has worked with Monroe County on wastewater projects since 2003 and successfully implemented special assessment programs forthe Stock Island, BigCoppitt, Duck Key, Cudjoe Key, Long Key, Inner Islands and Outer Islands service areas. We have continued to provide annual maintenance services since inception. Anser GSP worked with Monroe County to develop canal maintenance assessment programs in 2017, assisted the County successfully implementthe Canal 266 assessment program in 2019, and have continued to provide annual maintenance services since inception. Anser GSP has created two online database management services for Monroe County that are currently still in use: In 2006, the Solid Waste Assessment Online Assessment Data Management Service was created and implemented. In 2007, the Wastewater Assessment Online Assessment Data Management Service was created and implemented. Anser GSP has managed the data and processed the assessments for Key Colony Beach's stormwater assessment program since 2o16. Anser GSP has managed the data and processed the assessments for the City of Key West's solid waste and stormwater assessment programs since 2013. Anser GSP has handled the data reconciliation, final data conversion and transmittal of assessment rolls to the Monroe County Tax Collector since 2011 for the Key Largo Wastewater Treatment District. Monroe County PirofessGoirwM Seiry es IFbir Sipedall Assess in E,i nts Fair Caunad IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 4 State o Florida Department of State I certify from the records of this office that ANSER ADVISORY CONSULTING, LLC is a Delaware limited liability company authorized to transact business in the State of Florida, qualified on September 19, 2018. The document number of this limited liability company is M18000008621. I further certify that said limited liability company has paid all fees due this office through December 31, 2021, that its most recent annual report was filed on April 22, 2021, and that its status is active. I further certify that said limited liability company has not filed a Certificate of Withdrawal. Given under my hand and the Great Seal of the State of Florida at Tallahassee, the Capital, this the Twelfth day of April, 2022 Tracking Number: 4541927154CU To authenticate this certificate,visit the following site,enter this number,and then follow the instructions displayed. http s://services.sunbiz.org/Filings/C ertificateOfStatus/C ertificateAuthentication ........... .............. ........... .......... -1/000,11 ............... .............. .......... ............... ....................... .......... ........... .............. ...... ................. .. ............ ............ ... ................. ......... .................... .................... ..... ................ .... .. ..... ................... .......... ............... ..... ...... ......... ............ ............ .............. ........................... ............. ��N�� NNN�� N�� N�� 0�� 0�0 � @ 0 �� 0&0� ��0�� N�� w ��ww�wmw ��n �n�w�wm�� Anser G3P created some of the first assessment programs in the State and has assisted in vvritingthe lavvforspecial assessments. Our approach tn special assessment programs has been developed over 27-year period through numerous projects involving many different Florida local governments, including Monroe County and its cities. Not only does our experience and client recommendations reflect upon our great credibility' but also on the wealth of similar projects we have in our repertoire. In fact' AnserG3P has been designated by the Courts as an expert in the development of special assessments and capable of providing competent, substantial evidence to support the case law requirements for using special assessments to fundthe provision of fire rescue and other services. Anser realizes that one size does not fit all when i1 comes tnspecial assessment programs. Because of our experience and understanding of the legal requirements for special assessments, as acknowledged by the Courts, we have the ability to work with our clients to create unique and innovative apportionment methodologies that meet ourclients'specific goals and satisfies case law requirements. In otherwords,we use the flexibility provided b«the courts to assist our clients in meeting their objectives with an eye on potential legal challenges in an attempt to maximize both the efficiency and the effectiveness of any defense. While nobody likes to think about being sued, hiring firm that has proven to be successful in defending the special assessment programs they develop provides a level of comfort that is unsurpassed. This is one ofthe reasons Anser isthe leader in development, implementation and administration of special assessment programs. We have a proven track record of creating and implementing legally defensible special assessment programs. Many associations recognize Anser C5P as an expert in the field of special assessment development and implementation. The following associations have asked Anser CSP to participate in training events, regional and statewide workshops and conferences: the Florida Association of Counties (FAC), the Florida City and County Management Association (FCCMA), the Florida Government Finance Officers Association (RGFOA)' the Florida League of Cities (FL[)' the Florida Fire Chiefs Association (FF[A) and the Florida Association ofSpecial Districts (FASD). Anser is also a supporter and sponsor with these associations in their conferences and educational endeavors. COURT ACKNOWLEDGED EXPERT IN THE AREA OF SPECIAL ASSESSMENTS Anser GSP has been designated by the Courts as an expert in the development and implementation of government special assessment programs and other alternative revenue sources. Sandi Neubarth' Anoer`o Program Director and Senior Project Manager' testified on behalf nf the Cityof Palm Bay in Case No. O5- 2O17-CA-37868. consolidated with City f Palm Bay, Florida State of Florida, l Case No. 05-2017-CA-041041' in the l8th ]udicial Circuit. BrevardCounty' Florida. This case was specific to the updated storrnvvatcr utility program developed by Anser GSP for the City of Palm Bay that was implemented Fiscal Year 2O17-1D. Based on evidence provided by Anser CSP. thel8th ]udicial Circuit validated the bonds and found that the City ofPalm Bay's stornnvvaterassessnnent program provided special benefit and that the apportionment methodology was fair and reasonable to all citizens of the City. Monroe County nronesw/mnM Semkasrm,mpedanAnnassimeptsrwrcmmaxnamm»,mdon Program,Sea Levenmise And pnood MWgaHmmprogrmrn'And Other pwtemdaxprmgrams 6 Anser GSP also assisted Sarasota County and its legal counsel in addressing legal issues that were raised in the case of State v. Sarasota County, 693 So.2d 546 (Fla 1997) and Sarasota County v. Sarasota Church of Christ, 667 So.2d 998 (Fla. 4th DCA 2000). Anser GSP also testified in Desiderio Corporation,et al.vs.The City of Boynton Beach, Florida,et al., 39 So.3d 487 (Fla. 4th DCA 2olo). In Desiderio the Appellants attacked the City's fire special assessment program on the following grounds: 1. The assessment was for services that did not specifically benefit the burdened properties; 2. The City's apportionment methodology was arbitrary; and 3. The City impermissibly spent the assessment funds on unauthorized services and capital projects. Based on evidence and testimony provided by Anser GSP, the Fourth DCA affirmed the final judgment in favor of the City as to each argument. The Courts determined that because of the thorough analysis conducted by Anser GSP and our understanding of the call data, parcel level data, budget and operations of the City's fire department, it was satisfied that the fire rescue special assessment developed by Anser GSP and implemented by the City met all of the case law criteria. See Desiderio Corporation, et al. vs. The City of Boynton Beach, Florida, et al., 39 So.3d 487 (Fla. 4th DCA 2010). DATA MANAGEMENT SERVICES Anser maintains full-time staff dedicatedto providingtechnical support and creatingspecialized solutions directly for outside clientele, including various municipalities, counties, special districts, and local governmental entities. Annually Anser provides data management services for over 75 programs statewide in the revenue management and reimbursement practice area. Anser also currently offers customized, online browser-based data services and program tools for clients throughout the State of Florida. RECOGNIZEDASAN EXPERT IN SPECIAL ASSESSMENT DATABASE DEVELOPMENTAND CERTIFICATION Anser GSP has developed and maintained extensive relationships with the County Property Appraisers and Tax Collectors involved in our clients' special assessment programs. Anser GSP is recognized as a firm that understands the responsibilities and procedures of these Constitutional offices and as a result, can effectively utilize the ad valorem tax roll data required for the development of the special assessment programs. We can provide references from County Property Appraisers and Tax Collectors who will attest to our expertise. Due to the combination of our highly specialized and experienced database analysts and our familiarity with the data, no other firm can match the quality of our data analysis. As a matter of fact, based on recommendations by Property Appraisers,Tax Collectors and their vendors, in 2oo9 Anser GSP was contacted by the Florida Department of Revenue (FDOR) to assist with the design of the record layout for non-ad valorem assessment record keeping by the FDOR. Anser GSP is the only special assessment consulting firm that the FDOR contacted for input. Additionally,Anser GSP is specifically familiar with Monroe County and the data available from the Monroe County Property Appraiser and requirements of the Monroe County Tax Collector. Anser GSP has been working with various clients in Monroe County for over 20 years. Monroe County PirofesrOoirwM Sau•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 7 EXPERIENCE AND ABILITY TO PROVIDE SERVICES COW",ITY ��IAST ............... ............... Cheryl Sullivan, Director of Solid Waste Management Monroe County iloo Simonton St. Key West,Fl-33040 ............... ............... (305)297-4536 Sul livan-Cheryl@MonroeCounty-FL.Cov ......................................................................... Tina LoSacco,Sr.Engineering/Wastewater Technician Monroe County 10205o Overseas Highway,Ste.223 Key Largo,FL 33037 (305)304-9458 LoSacco-Tina@)MonroeCounty-FL.Cov Rhonda Haag,Chief Resilience Officer Monroe County lozoso Overseas Highway,Ste.246 Key Largo,Florida 33037 (305)395-9928 ............................................................................................................................................................................................................................................................................................................................................................................................ Haag-Rhonda@MonroeCounty-FL.Cov ............................................................................................................................................................................................................................................................................................................................................................................................................ Monroe County PirofessGoirwM Seirvkes IFbir Sipedall Assessiments Fair CanM IRestoiradon If rogirairn,Sea Il..avall Wse And Nood WdgaHoin IPiragiraunn,And Other PoteindM F'rograms � I ry / rn� ^A iv m � Y✓ 0 � EXPERIENCE AND ABILITY TO PROVIDE SERVICES Since 2002, Anser GSP has assisted the County in the development, implementation and annual maintenance of service and capital infrastructure special assessment programs to fund the provision of solid waste services, fire services (not implemented due to policy decision), various neighborhood wastewater infrastructure, and canal maintenance. Sandi Neubarth has been the project manager for the County's wastewater and solid waste assessment programs for the past five years, and Rashad Sapp has been the data analyst working on these projects over the past two years. SOLID WASTE ASSESSMENT PROGRAM & SOLID WASTE ONLINE ASSESSMENT DATABASE SERVICES Anser GSP was hired by the County in 2002 to provide specialized services for the billing and collection of residential solid waste assessments in the unincorporated area of the County and the City of Marathon using the tax bill collection method. Anser GSP has provided annual assessment maintenance services to the County since the program's inception. In 20o6, Anser GSP created an online data hosting/application service to allow County staff the ability to perform parcel-level lookups and run summary reports. Anser's annual maintenance fee is $30,000. DUCK KEY/BIG COPPITT ISLAND WASTEWATER ASSESSMENT PROGRAM & WASTEWATER ONLINE ASSESSMENT DATABASE SERVICE In 20o6 Anser GSP was retained by Monroe County to provide specialized services in the development and implementation of a non-ad valorem assessment program to fundwastewater services in various unincorporated areas of the County. Under this retainer agreement Anser GSP assisted the County in the development and implementation of the special assessment program for wastewater services in the Duck Key/Big Coppitt Island area. In 2007, Anser GSP created an online data hosting/application service to allow County staff the ability to enter and track payoff data, as well as perform parcel-level lookups and run summary reports. Anser GSP has provided annual assessment maintenance services to the County since the program's inception. Anser's annual maintenance fee for all of the County's wastewater assessments is $47,000. Monroe County PirofesrOoirwM Sau•up es IFbir Spedall Assessinr e nos Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood WdgaHoin IPirogirar n,And Other PoteindM IF'rograms 9 STOCK ISLAND WASTEWATER ASSESSMENT PROGRAM In 2004 Anser GSP was retained by Monroe County to provide specialized services in the development and implementation of a non-ad valorem assessment program to fund wastewater capacity in South Stock Island. For each year following the development of this program, Anser GSP has provided annual assessment maintenance services to the County since the program's inception. Anser's annual maintenance fee for all of the County's wastewater assessments is $47,000. CUDJOE KEY INNER AND OUTER ISLAND WASTEWATER ASSESSMENT PROGRAMS In 2011 Anser GSP was retained by Monroe County to provide specialized services in the developmentand implementation of a non-advalorem assessment program to fundwastewater capacity in Cudjoe Key.Anser GSP has provided annual assessment maintenance services to the County since the program's inception in 2o12. Anser's annual maintenance fee for all of the County's wastewater assessments is $47,000. CANAL MAINTENANCE ASSESSMENT PROGRAMS In 2017, Anser GSP was hired by Monroe County to develop an assessment program to fund canal maintenance services for seven demonstration canals in the unincorporated area of the County.Anser GSP worked closely with County staff to develop an apportionment methodology that would be legally defensible and publicly acceptable. While a report was written and presentations were made to the BOCC, in May 2017, the policy decision was made to not implement at that time. In 2018, the County hired Anser GSP to assist with implementation of the Canal 266 assessment program. Anser GSP has provided annual assessment maintenance services to the County since the program's inception.Anser's annual maintenance fee is $1,500. FIRE ASSESSMENT PROGRAM In 2008 Anser GSP was hired by the County to develop a special assessment program to fund the County's fire protection services. Anser GSP conducted a thorough analysis of the County's fire services, fire incident data, parcel data and costs to provide fire protection services in the unincorporated area of the County. The apportionment methodology was developed, rates were calculated, and a fire assessment report was prepared and presented to the County BOCC. The policy decision was made to not implement the fire assessment program for Fiscal Year 2008-09.The contract amount for the fire assessment program was $78,660. Monroe County PirofesrOoirwM Sau•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 10 EXPERIENCE AND ABILITY TO PROVIDE SERVICES 0 1 ��`?!E� U&N I EM�,"E�ilE`,,ICE X1'011") U 11�11�11'11141`1 RE We have provided information about specific projects that are similar to services requested by the County and for clients that Anser GSP has had a long-standing relationship with. The County may contact any of these clients for references. VILLAGE OF ISLAMORADA _JILLAGF� 0 15LANDS 071 , womMyou i TN(::oR0o1AATr,.'0 1997 Maria T.Bassett,Finance Director Islarnorada,Village of Islands 86800 Overseas Hwy,3rd Floor Islarnorada,FL 33036 (305)664-6445 Maria.Bassett@islamorada.fl.us ..................................................................................................................................................................................................................................................................................................................................................................................................... Since 1999, Anser GSP has assisted the Village in the development, implementation and annual maintenance of various service and capital infrastructure special assessment programs, including stormwater, solid waste and various wastewater programs. For the past five years, Sandi Neubarth has been the project manager for the Village's special assessment programs and Rashad Sapp has been the data analyst for these projects for the past two years. Solid Waste Assessment Program Anser GSP was hired by the Village in 1998 to provide specialized services in the development and implementation of a non-ad valorem assessment program for solid waste collection and disposal services for residential properties within the Village. Anser GSP was also tasked with assistingthe Village in transitioning from the separate bill collection method being used at the Monroe County PirofessGoirwM Seirvkes IFbir Sipedall Assess in E,ints Fair Canai IRestoiradon Program,Sea Il.evell Wse And i'llood WdgaHoin IPirogirarn,And Other Poteindai F'rograms 11 time to the ad valorem tax bill collection method for annual solid waste services and delinquent solid waste fees. The program was successfully implemented for Fiscal Year 1999-2000. Anser GSP has provided annual assessment maintenance services to the Village since the program's inception. Anser's annual maintenance fee is $6,000. Stormwater Assessment Program In 2004 the Village hired Anser GSP to develop a Stormwater Management Program Financial Alternatives and Implementation Action Plan. The study consisted of reviewing the Village's existing stormwater services program and making recommendations for modifyingtheexisting program. An analysis of alternative funding options was also provided. In 2005 the Village hired Anser GSP to assist with the development and implementation of a stormwater assessment program to fund the costs associated with stormwater services provided by the Village. Anser GSP developed an impervious area methodology and Anser GSP assisted the Village with implementation of the stormwater assessment for Fiscal Year 2005-06 which was collected on the tax bill. Since its inception,Anser GSP has provided ongoing maintenance services for the annual stormwater assessment program. Anser's annual maintenance fee is $6,000. Wastewater Assessment Program In 2005 Anser GSP was retained to assist the Village in developing and implementing a special assessment program to fund the capital costs of the wastewater system in the North Plantation Key area in a manner that was conducive to the imposition and collection of the assessments pursuant to the uniform method of collection in section 197.3632, Florida Statutes. The North Plantation Key Wastewater assessment program was implemented for Fiscal Year 2005-06. Since implementation of the North Plantation Key Wastewater assessment program,Anser GSP has been retained by the Village to assist in developing and implementing other wastewater programs including Remaining Service Area Phase One, Remaining Service Area Phase Two, and North Plantation Key Supplemental to fund capital costs. Anser GSP has provided annual maintenance services to the Village for all of its wastewater assessment programs. Anser's annual maintenance fee for all four wastewater programs is $24,000. Woods Corner Affordable Housing Area Wastewater Assessment Program In 2008 Anser GSP was retained by the Village of Islamorada to provide specialized services in the development and implementation of a non-ad valorem assessment program to fund the capital costs of the wastewater system in the Woods Corner Affordable Housing area. This assessment program was successfully implemented and Anser GSP continues to provide annual services to the Village of Islamorada for this project. Anser's annual maintenance fee is $750. Monroe County PirofesrOoirwM Sau•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 12 CITY OF MARATHON r 0 u� r r r Libby Frazier,Deputy Utilities Director City of Marathon 1U CV 9805 Overseas Highway Marathon,FL 33050 1 (305)289-5005 Frazierl@)ci.marathon.fl.us Since 2oo2, Anser GSP has assisted the City in the development, implementation and annual maintenance of various service and capital infrastructure special assessment programs, including stormwater, road paving, and various wastewater programs. Sandi Neubarth has been the project manager for the City's special assessment programs for the past five years, and Rashad Sapp and Allan Hernandez have been the data analysts working on these projects over the past two years. Little Venice Wastewater Assessment Program In 2002 Anser GSP was retained by the City of Marathon to provide specialized services in the development and implementation of a non-ad valorem assessment program to fund wastewater improvements in the Little Venice area. This assessment program was successfully implemented and Anser GSP provided annual services to the City of Marathon for this project through its completion in 2o22. Anser's annual maintenance fees for the project were $1o,000. Areas 4&6 Wastewater Assessment Program In zoo8 Anser GSP was retained by the City of Marathon to provide specialized services in the development and implementation of a non-ad valorem assessment program to fund wastewater improvements in Service Areas#4 Sr#6. This assessment program was successfully Monroe County PirofesrOoirwM Sau•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteintW IF'rograms 13 implemented and Anser GSP continues to provide annual services to the City of Marathon for this project. Anser's annual maintenance fee is $15,000. Areas 1,2,3,s and 7 Wastewater Assessment Program In 20o9 Anser GSP was retained by the City of Marathon to provide specialized services in the developmentand implementation of a non-advalorem assessment program to fund wastewater improvements in Service Areas #1,#2, #3, #5 and#7. This assessment program was successfully implemented and Anser GSP continues to provide annual services to the City of Marathon for this project. Anser's annual maintenance fee is $15,000. Stormwater Assessment Program In 2009 the City hired Anser GSP to assist with annual maintenance services for an existing stormwater assessment program including updating of the City's existing stormwater roll, assisting with rate adoption process pursuant to Section 197.3632, Florida Statutes, and certification off ina I roll to the tax collector.Anser GSP has continued to provide annual services to the City of Marathon for this project since 2oo9. Anser's annual maintenance fee is $11,000. WALTON COUNTY �� %�l �x �� rlri✓ �a �(�I�wr�Ii�nF9rti��a �r�wf��Xf� 'ri/�J �'.,. -,„ yr>w <,1d„r�' "Iv��w7 �„, 11 ✓w�j� �+ r> r a 6 el e r 1 iP i aiie nr m rr� awn w�'a� i�a s r i i f / ��° r( r ti"f „,�w l w�+� fir` G �r, >�✓� ��%�° �� iPii,' r,,.x;:r `�qw„ � l�, i i� 6 ll I�rl v Mary E.King,Interim Deputy County Administrator Walton County 1 P.O.Box 135 DeFuniak Springs,FL 32435 1 (85o)892-8155 Kinmary@co.walton.fl.us Monroe County PirofesrOoirwM Saw•up es If'oir Spedall Assessinr e nos I oir Caunap IRestoirado n Program,Sea Il.evell Wse And II"Ilood WdgaHoin IPirogirar n,And Other 6woteindM IF'rograw'wns 14 Since 1995, Anser GSP has assisted Walton County in the development, implementation and annual maintenance of several capital and service special assessment programs, includingfire, road paving, canal dredging, and neighborhood improvements. Sandi Neubarth has been the project manager for the County's special assessment programs since 2008. Rashad Sapp has been the data analysts working on these projects for the past two years. Fire Assessment Program In 2003 Anser GSP was hired to develop a Fire Rescue Master Plan for the County. The intent of the Master Plan was two-fold: (1) to identify opportunities for immediate improvement in the delivery of services in Walton County, and (2) to develop recommendations for long- term enhancements in fire rescue service delivery through capital investment and operating decisions. Based on the results of the Master Plan, the County retained Anser GSP to update and revise its annual recurring special assessment program so that it was capable of funding all of the assessable costs associated with providing fire protection services, commencing Fiscal Year 2004-05, and collected using the ad valorem collection process provided in section 197.3632, Florida Statutes (Uniform Method). Anser GSP updated the County's fire assessment program in 2013. Anser GSP has provided annual assessment maintenance services to the County for its fire rescue assessment program since inception. Anser's annual maintenance fees are $12,600. Capital Assessment Programs Daughette Canal Improvements and Maintenance Services Program Anser GSP was retained by Walton County in 2007 to develop an assessment methodology to fund canal dredging activities and ongoing annual maintenance services. The apportionment methodology developed by Anser GSP was based on the number of buildable lots attributable to each parcel and Anser GSP determined rates for each component of the assessment program —capital and service— based on this methodology. The assessment program was implemented for Fiscal Year 20o8-o9. In 2013, the County learned that several properties in the benefit area had multiple boat slips associated with a lot; therefore, we assisted the County with updating the methodology to charge each parcel based on the actual or allowable boat slips. In 2017, the County hired Anser GSP to update the annual maintenance rates to account for enhanced services to be provided in the benefit area. The to-year capital assessment program ended after certification of the final roll to the Tax Collector in September 2017; however, the annual maintenance assessment program continues to be imposed. Anser GSP continues to provide annual maintenance to the County for this program. Anser's annual maintenance fees are $3,675. Imperial Lakes Project The Imperial Lal<es Project consisted of a private property subdivision with homes built on approximately 30% of the 91 subdivision lots identified. The Imperial Lakes of Walton County Homeowners Association requested assistance from the County Commission to approve and create a mechanism, such as a Municipal Service Benefit Unit, to collect the funds necessary to repair the four failing man-made lake dams in the Imperial Lakes Improvement Area. Anser GSP assisted the County with the development and implementation a special assessment program to fund the capital costs of improvements. The program was implemented in 2003 and ended in 2015. Anser GSP provided annual maintenance services to the County for the life of the assessment program. Anser's annual maintenance fees for the project were $2,500. Monroe County PirofesrOoirwM Sau•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 15 Driftwood Estates The Driftwood Estates assessment program was developed to finance the cost of the acquisition and construction of various road, utility and ancillary improvements within the boundaries of the Driftwood Estates Municipal Service Benefit Unit. The program was implemented in 1997 and Anser GSP provided assistance to the County with annual maintenance of the assessment roll through the conclusion of the program in 2009. Anser's annual maintenance fees were $12,000. Four Mile Village Project In 2010 Anser GSP was hired by the County to develop and implement a capital assessment program Four Mile Village. The capital assessment program was to fund the cost of burying the overhead utility lines within the Four Mile Village subdivision which consisted of approximately 55 parcels. The program was implemented in 2olo and Anser GSP provided assistance to the County with annual maintenance of the assessment roll through the conclusion of the program in 2019. Anser's annual maintenance fees were $2,450. Leisure Lake In 2oio Anser GSP was hired by the County to develop and implement a capital assessment program for Leisure Lake. The capital assessment program was to fund the cost of dam improvements within the Leisure Lake subdivision. Leisure Lake subdivision consisted of approximately 29 parcels.The methodology developed was based in part on waterfront footage and in part on the number of buildable lots. The program was implemented in 2oli and Anser GSP provided assistance to the County with annual maintenance of the assessment roll through the conclusion of the program in 2020. Anser's annual maintenance fees were $2,625. Survey Ballot Anser GSP periodically assists the County with the development and mailing of survey ballots for various neighborhood projects. The ballots assist the County to determine the support of property owners for the development and implementation of a special assessment program to fund various capital improvements (such as roadway improvements, critical infrastructure, canal dredging, neighborhood beautification, etc.) within the project area. If the results of the survey are favorable, the County then hires Anser GSP to assist in the development and implementation of a legally defensible assessment program. Anser's fee for ballot assistance was $5oo, plus processing and mailing costs. Monroe County PirofesrOoirW Sau•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 16 CITY OF PENSACOLA / F George Maiberger,Purchasing Manager --------------------- 1 222 W.Main Street Pensacola,Florida 32502 ------------------- ------------------- I (850)435-1835 GMaiberger@)cityofpensacola.com Anser GSP was engaged by the City of Pensacola in 1999 to develop and implement a stormwater assessment program over a series of phases. These phases included: (1) the development of a financial plan, (2) a comprehensive review of the adequacy of current stormwater management regulations for the City, in context with Escambia County and the Water Management District, and determination of a strategic plan of action to address issues raised, (3) development of a rate model and rates, and (4) implementation of the stormwater assessment program which included four square foot tiers for single family residential parcels. The assessment program was implemented in 20ol and Anser GSP also developed a web-based application for the City's use in the daily maintenance tasks of the stormwater assessment database. In 201o, Anser GSP assisted the City in updating the existing assessment program. The update included the calculation of a new ESU value (due to reconstruction and re-development that occurred after Hurricane Ivan). In addition,Anser GSP developed three alternative methodology scenarios specifically related to single family residential parcels as follows: Monroe County PirofesrOoirwM Sau•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rogran'mns 17 No tiers (one rate for all single family residential) » Three tiers �> Five tiers Anser GSP also provided the impacts on individual property owners for each methodology scenario and a summary of the number of parcels paying less,the same or more than the current methodology for each methodology alternative. The five-tier methodology was implemented for Fiscal Year 2olo-11. Since its inception in 2001, Anser GSP has provided ongoing annual maintenance services for the stormwater assessment database and the web-based application for the City's use in daily database maintenance tasks. Anser's annual maintenance fee is $34,500. Project Team Members: Sandi Neubarth and Rashad Sapp ADDITIONAL ASSESSMENT EXPERIENCE In addition to the representative projects described previously,Anser GSP has been responsible for the development and implementation of special assessment programs to fund various services and capital needs for the following clients. The dates indicate the years that Anser GSP assisted the clients. We have attached our additional assessment experience on the following pages. Monroe County PirofessGoirwM Seiry es IFbir Sipedall Assess in E,i nts Fair Caunad IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 18 ANSER ADVISORY CLIENT ASSESSMENT TYPE DATES OF ANSER ADVISORY ENG Alachua County Fire(not implemented)*;Stormwater 2007*,2009,2010,2016-2023 Arcadia,City of Fire;Stormwater 2013, 2014, 2015 Astatula,Town of Solid Waste 2016 Atlantis,City of Fire 2023 Avignon,Village of Capital;Operations and Maintenance 2007 - 2019 Avon Park,City of Fire 2001- 2011 Bay County Fire 2014 Bay Harbor,Town of Capital 2003 Bayshore Fire District Fire 2013; 2014 Belle Glade,City of Stormwater; Fire(not implemented)* 1999, 2002 Bonita Springs,City of Stormwater 2004 Boynton Beach,City of Fire Rescue 2001- 2023 Brevard County Fire 2021 Bronson,Town of Fire 2022-2023 Calhoun County Solid Waste 2009, 2010 Cape Coral,City of Water/Sewer Litigation;Solid Waste 2000-2005 Cassel berry,City of Fire(not implemented)*;Street Lighting(not implemented)* 2007-2010 Charlotte County Utilities, MSBU study 1999, 2000, 2001, 2002, 2003, : 2022 Chiefland,City of Fire 2020-2023 Citrus County Roads(sufficiency review); Fire;Stormwater 2003, 2005, 2006, 2013, 2014,2021, 2022 Clay County Solid Waste; Roads 1993, 2003, 2006, 2007 Clearwater,City of Fire(not implemented) 1997 Cocoa Beach, City of Stormwater 2019, 2020 Cocoa,City of Fire 2006 Columbia County Fire Protection;Solid Waste 1994, 2002, 2003, 2005, 2006, : Coral Gables Fire Protection; Capital;Solid Waste 2009-2023 Coral Springs,City of Fire Rescue; Corporate Park;Stormwater 2000, 2003, 2006, 2011, 2015, : Crestview,City of Fire 2014, 2015 Crossings at Fleming Island CDD Capital;Operations and Maintenance 2006- 2009 Dade City, City of Fire(not implemented)*;Stormwater(not implemented)*;Street 2003 Lighting(not implemented)* Dania Beach,City of Fire Rescue;Stormwater;Solid Waste 1996- 2002 Davie,Town of Fire Rescue;Stormwater 1996- 2007,2023 Daytona Beach,City of Fire Rescue(not implemented)* 2002 Deerfield Beach,City of Fire Rescue 2001- 2023 DeLand,City of Stormwater 2008, 2009, 2011 Deltona,City of Capital Project(not implemented) 2007, 2008 DeSoto County Sunnybreeze MSBU; Fire;Solid Waste 1996, 1997, 2003 Destin Fire Control District Fire 2008 Destin,City of Solid Waste; Roadway Improvements 2011, 2016, 2020 Dixie County Fire,Solid Waste 2019, 2020-2023 Dundee,Town of Fire 2022 Dunnellon,City of Fire 2017-2018 Edgewater, City of Stormwater; Fire 2015; 2022-2023 Englewood Area Fire Control District Fire 2004- 2023 Eustis,City of Fire(not implemented)*;Stormwater(not implemented)* 2003, 2021 Florida Resiliency and Energy District PACE 2017-2020 Florida Governmental Utility Authority Water/Sewer 2000- 2023 Fort Lauderdale,City of Fire Rescue;WAVE Streetcar; Parking Garage 1999, 2000, 2003, 2004, 2007, : 2016, 2020; 2022 Fort Meade,City of Fire 2016-2017 Fort Myers Beach,Town of Canal Dredging;Stormwater 2008, 2009, 2014, 2015 Fort Myers,City of Fire(not implemented)*;Capital 2002, 2008 Fort Walton Beach,City of Fire 2016-2017, 2019-2022 Franklin County Beach Renourishment(not implemented)* 2007, 2008 Frostproof,City of Fire 2015-2023 ANSER ADVISORY CLIENT ASSESSMENT TYPE DATES OF ANSER ADVISORY ENG Groveland,City of Solid Waste 2019 Hallandale Beach,City of Fire 2015 Hardee County Fire;Solid Waste 2001, 2007, 2015 Hernando County Fire(not implemented)* 1999 Hialeah Gardens,City of Capital 2012-2023 Hialeah,City of Fire* 2007, 2008 High Springs,City of Fire 2008- 2023 Highland Park,Village of Fire 2016-2022 Highlands County Fire 2000, 2017-2019 Hillsboro Beach,Town of Fire 2002 Hillsborough County Capital;Stormwater 2002, 2018, 2019, 2020 Holley-Navarre Fire District Fire 2016-2023 Hollywood, City of Fire 1996, 1997, 2000, 2003, 2005- 2018-2023 Holmes County Fire* 2007 Howey-in-the-Hills,Town of Solid Waste 2021, 2022 Immokalee Fire District Fire 2017-2018 Indian Creek,Village of Law Enforcement Services;Capital 2008- 2011,2013 Inglis,Town of Fire 2022 Islamorada,Village of Solid Waste,Stormwater,Wastewater 1999- 2023 Jackson County Fire 2013, 2014 Jefferson County Fire;Solid Waste;Sports Complex; Roadway Improvements 2012-2013, 2016,2019-2023 Key Colony Beach,City of Stormwater 2016-2023 Key West, City of Stormwater,Solid Waste 2012-2023 Lake City,City of Fire 2002, 2003, 2005, 2006, 2007 Lake County Fire 1998, 1999, 2003, 2007 Lake Mary,City of Fire(not implemented)* 2007 Lake Wales,City of Fire,Stormwater 2015-2023 Lake Worth,City of Fire,Street Lighting 2011 Lauderdale by the Sea Fire 2004, 2005, 2006, 2016 Lauderdale Lakes,City of Fire 2012 - 2015 Lauderhill,City of Fire 2000, 2004, 2007, 2010-2015, Leesburg,City of Fire 2014-2023 Lehigh Acres Fire District Fire 2013-2018 Leon County Fire,Solid Waste 1999, 2008, 2009, 2012, 2014, : Levy County Fire, Roads,Solid Waste, EMS 2004- 2023 Lighthouse Point,City of Stormwater 2009 Longwood, City of Fire(not implemented)* 2007 Madison County Fire;Solid Waste 2006, 2011, 2017, 2023 Marathon, City of Stormwater, Wastewater, Roads 2002, 2005- 2023 Marco Island,City of Fire(not implemented)* 2007, 2008 Margate,City of Fire 1996-2023 Marianna,City of Fire 2014 Marion County Fire;Stormwater 2003, 2005, 2006, 2015, 2016, : Martin County Water/Wastewater MSBU/Road Paving; Fire(not implemented)* 1996-2012, 2018 Fire Protection;Stormwater;Solid Waste;Water Availability;Street Mascotte,City of 2009, 2010; 2013-2023 Lighting Medley,Town of Capital Infrastructure 2018, 2019, 2020, 2021, 2022 Mexico Beach,City of Fire 2017-2018 Miami Beach,City of Stormwater 2014, 2016, 2017 Miami, City of Fire 1997, 1998 Miami-Dade County Fire(not implemented)* 1997, 2009* Micanopy,City of Fire 2010 Midway Fire District Fire(not implemented)* 2007 Minneola,City of Fire 2008; 2012-2023 Miramar,City of Fire;Stormwater 2004, 2005, 2006, 2007, 2011, : NA-,,-- Solid Waste; Wastewater; Road Paving; Fire(not implemented)*;Canal ono o_,)n,)Q ANSER ADVISORY CLIENT ASSESSMENT TYPE DATES OF ANSER ADVISORY ENG New Port Richey,City of Stormwater and Street Lighting 2012 Newberry,City of Fire 2002 - 2023 North Collier Fire District Fire 2017-2018 North County Partnership Capital(not implemented) 2007 North Fort Myers Fire District Fire 2013; 2014 North Lauderdale, City of Fire; Wastewater;Stormwater 1996, 1997, 2000, 2004, 2007, : North Port,City of Capital, Road and Drainage,Solid Waste 2001- 2020 Oakland Park, City of Fire;Solid Waste 2001, 2002, 2003, 2004, 2005, : 2016, 2019, 2020, 2021 Ocoee,City of Fire 2007, 2008, 2011; 2013 Okaloosa County Capital 2008, 2018 Okeechobee County Fire;Solid Waste 2001, 2004 Orange City Capital;Solid Waste; Fire 2003, 2007 - 2016 Orange County Fire(not implemented)*;Stormwater 2007, 2008, 2009, 2017-2020 Osceola County Fire 1999, 2000, 2005, 2009, 2010, : Oviedo,City of Stormwater(not implemented)* 2005 Palm Bay, City of Stormwater 2016-2021 Palm Beach Gardens,City of Capital;Stormwater 2000 Parkland,City of Fire 2004 Pasco County Fire(not implemented)* 1999 Pembroke Pines, City of Fire 1996, 2005, 2008, 2011, 2015, : Pensacola,City of Stormwater; Fire(not implemented)*; Capital Infrastructure 2000-2023 Pinellas Suncoast Fire District Fire 2016-2023 Polk County Fire,Street Lighting,Stormwater 1997, 1998, 2001, 2007-2013, 2021 Pompano Beach,City of Fire 1996, 1997, 2000, 2012, 2013, : Ponce Inlet,Town of Canal Dredging 2018 Port Orange,City of Fire Rescue(not implemented)*, Roads,Canals, Business Park,Solid 1996, 2006, 2007, 2008, 2018, : Waste,etc. Port Richey, City of Canal Dredging 2009, 2010 Port St. Lucie, City of Capital 2019, 2020, 2021, 2022 Riviera Beach,City of Fire* 2011, 2020, 2021, 2022 Safety Harbor,City of Street Lighting 2012-2013 San Carlos Water Control District Drainage Improvements 2005- 2014 Sanford, City of Fire(not implemented)* 2007, 2008 Santa Rosa County Fire 2018 Sarasota County Fire;Stormwater 1996, 1998, 2016-2023 Sebring,City of Fire 2007 - 2023 South Miami,City of Capital Downtown Community Area 2014 St.Augustine,City of Fire 2016 St.Johns County Private Roads; Fire(not implemented)* 1996; 2003-2021 St. Lucie County Fire District Fire 2013, 2014, 2016 St. Lucie West Service District Capital;Operations&Maintenance 2005, 2006, 2007 St. Petersburg,City of Fire(not implemented)* 1998 Sumter County Fire,Solid Waste,Stormwater,Canals 1999, 2000, 2001, 2002, 2003, : Sunrise,City of Fire; Parking Garage; Metropica Improvement District 1996, 1997, 1998, 2006, 2013, : Suwannee County Fire,Solid Waste, EMS* 2005, 2006, 2008, 2010; 2013, : Tallahassee, City of Fire 1999, 2005, 2008, 2009, 2014, : Fire, Capital, Mainstreet Improvements(not implemented)*;Solid Tamarac,City of 1996-2013, 2016,2018,2020, Waste;Stormwater Tampa,City of Stormwater 2003- 2018 Tavares,City of Fire 2009, 2012, 2017-2019 Taylor County Fire*;Solid Waste 2017, 2021, 2022 Temple Terrace,City of Fire(not implemented)* 2010, 2016 Titusville,City of Solid Waste; Fire(not implemented)* 2004, 2007, 2008 Trenton, City of Fire 2021 Umatilla,City of Fire 2018-2023 ANSER ADVISORY CLIENT ASSESSMENT TYPE DATES OF ANSER ADVISORY ENG Wellington,Village of Capital 2004 West Palm Beach,City of Fire 2008, 2016-2023 Wilton Manors Fire; Recreational Impact Fee 2000, 2005, 2011, 2015, 2018, Winter Garden,City of Fire 2008 Winter Springs,City of Stormwater Utility;Tuscawilla Neighborhood, Fire 1997-1999, 2004-2009 ................77 ................. ............... .............. ........... ............. ................................................ .......... .................. .......... ............ ......... .. ....................... .... .. ....... ........... ........ ......... ............ ....... ................ .......... ............ ........... ......... ........... ... ....... ........... . .................................................. .. .......... . ................ ................ ..................... ................... ............................... STAFFING We have structured our team to provide the County with on-the-ground local resources in an effort to provide the County with cost-effective access to the best possible technical expertise for this project. A successful project entails having the right staff—right when you need them. TheAnserteam meets and exceeds the minimum requirements,and more importantly, provides significant advantages to the County that are critical to this project.All team members have the capacity and are available to devote the time necessary for the success of this project. Our team of project managers, consultants and database analysts/programmers are vastly experienced in evaluating the unique and dynamic characteristics associated with local government and providing options for funding of vital services and capital infrastructure. We believe that the combination of our historical experience and the qualifications of our personnel allow Anser to better develop solution-based strategies that are specifically tailored to successfully address the specific financial, operational, and governance problems faced by local government. As such, Anser believes that our team brings together the best options, alternatives, and innovative solutions in revenue enhancement capabilities. The project team assembled for this project, as demonstrated by our resumes and experience, has the capability and capacity to successfully provide uniquely focused and individually structured service solutions that are carefully integrated with the specific needs of our clients. The project team members collectively have extensive experience working with state and local governments in the areas of budget, financial and economic analysis in general, as well as an emphasis on assessment programs (both service and capital) and alternative revenue solutions. Sandi Neubarth will serve as the Project Director and Senior Project Manager and will be the primary point of contact for this project. As Project Director, Ms. Neubarth will be overseeing the project and ensuring that the project is completed on time and within budget, as well as providing project quality control. Ms. Neubarth will be supported by Shane Black, Project Manager, Rashad Sapp, Senior Analyst, and Allan Hernandez, Analyst who will provide project financial and statistical analyses; technical and database development; support services; and public relations support for this project. As Senior Project Manager, Ms. Neubarth will provide day-to-day interface/coordination with County staff. David]ahosky, Senior Vice President, will serve as the project advisor and provide guidance and oversight throughout the project. The project team assembled by Anser offers the County the highest level of experience and expertise related to the services required by the County. We have successfully worked with these team members on numerous assignments. We believe that it is very important to offer you a team that not only has unparalleled technical experience and expertise but also has proven experience working together on complex engagements to provide deliverables that meet clients' needs. We can say without hesitation that we know how to work together to meet your needs in a seamless manner. Below is an organizational chart of Anser's Project Team. Monroe County PirofessGoirwM Seiry es IFbir Sipedall Assess in E,i nts Fair Caunad IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 20 STAFFING A N S E R ADVISORY DAVIDJAHOSKY !0!I SeniorVice i SANDI NEUBAR Project Direct PROJECT MANAGEMENTI DATA RESHAD SAP SeniorAnalys 1 � ` SHANE III / A[ "A, M.HE, w Project ManaAnall Analyst rill, i Monroe County PirofessGoirwM Seiry es IFbir Sipedall Assessinr e nts Fair CaunM IRestoirado n If rogi•airn„Sea Il..avall Wsa And II"Ilood Wd at oin IPiragiraim,And Other Poteindai IF'rograms 21 REFERENCES CD�,A",ITY ��IAST We have provided client references for special assessment projects that are similar to the services requested by the County. Anser GSP has long-standing relationships with all of these clients. The County may contact any of these clients for references. Cheryl Sullivan, Director of Solid Waste Management Monroe County iloo Simonton St. Key West,Fl-33040 (305)797-4536 Sul livan-Cheryl@)MonroeCounty-FL.Cov Tina LoSacco,Sr.Engineering/Wastewater Technician Monroe County 102050 Overseas Highway,Ste.223 Key Largo,FL 33037 (305)304-9458 .......................................................................................................................................................................................................................................................................................................................................................................................................... LoSacco-Tina@)MonroeCounty-FL.Cov ........................................................................................................................................................................................................................................................................................................................................................................................................... ------------------- Rhonda Haag,Chief Resilience Officer Monroe County 102050 Overseas Highway,Ste.246 Key Largo,Florida 33037 (305)395-9928 .................... Haag-Rhonda@)MonroeCounty-FL.Gov ............... Monroe County PirofesrOoirwM Seirvkes ll::'oir Spedall Assessiments Fair Caimfl IRestoiradon Program,Sea Il..avall Wse And IFIlood WdgaHoin IPirogirarn,And Other PoteindM IFIrograms 23 � I ry / rn� ^A iv m � Y✓ 0 � REFERENCES Since 2002, Anser GSP has assisted the County in the development, implementation and annual maintenance of service and capital infrastructure special assessment programs to fund the provision of solid waste services, fire services (not implemented due to policy decision), various neighborhood wastewater infrastructure, and canal maintenance. Sandi Neubarth has been the project manager for the County's wastewater and solid waste assessment programs for the past five years, and Rashad Sapp has been the data analyst working on these projects over the past two years. SOLID WASTE ASSESSMENT PROGRAM & SOLID WASTE ONLINE ASSESSMENT DATABASE SERVICES Anser GSP was hired by the County in 2002 to provide specialized services for the billing and collection of residential solid waste assessments in the unincorporated area of the County and the City of Marathon using the tax bill collection method. Anser GSP has provided annual assessment maintenance services to the County since the program's inception. In 20o6, Anser GSP created an online data hosting/application service to allow County staff the ability to perform parcel-level lookups and run summary reports. DUCK KEY/BIG COPPITT ISLAND WASTEWATER ASSESSMENT PROGRAM & WASTEWATER ONLINE ASSESSMENT DATABASE SERVICE In 20o6 Anser GSP was retained by Monroe County to provide specialized services in the development and implementation of a non-ad valorem assessment program to fundwastewater services in various unincorporated areas of the County. Under this retainer agreement Anser GSP assisted the County in the development and implementation of the special assessment program for wastewater services in the Duck Key/Big Coppitt Island area. In 2007, Anser GSP created an online data hosting/application service to allow County staff the ability to enter and track payoff data, as well as perform parcel-level lookups and run summary reports. Anser GSP has provided annual assessment maintenance services to the County since the program's inception. Monroe County PirofesrOoirwM Sau•up es IFbir Spedall Assessinr e nos Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood WdgaHoin IPirogirar n,And Other PoteindM IF'rograms 24 REFERENCES STOCK ISLAND WASTEWATER ASSESSMENT PROGRAM In 2004 Anser GSP was retained by Monroe County to provide specialized services in the development and implementation of a non-ad valorem assessment program to fund wastewater capacity in South Stock Island. For each year following the development of this program, Anser GSP has provided annual assessment maintenance services to the County since the program's inception. CUDJOE KEY INNER AND OUTER ISLAND WASTEWATER ASSESSMENT PROGRAMS In 2011 Anser GSP was retained by Monroe County to provide specialized services in the developmentand implementation of a non-advalorem assessment program to fundwastewater capacity in Cudjoe Key.Anser GSP has provided annual assessment maintenance services to the County since the program's inception in 2012. CANAL MAINTENANCE ASSESSMENT PROGRAMS In 2017, Anser GSP was hired by Monroe County to develop an assessment program to fund canal maintenance services for seven demonstration canals in the unincorporated area of the County.Anser GSP worked closely with County staff to develop an apportionment methodology that would be legally defensible and publicly acceptable. While a report was written and presentations were made to the BOCC, in May 2017, the policy decision was made to not implement at that time. In 2018, the County hired Anser GSP to assist with implementation of the Canal 266 assessment program. Anser GSP has provided annual assessment maintenance services to the County since the program's inception. FIRE ASSESSMENT PROGRAM In 20o8 Anser GSP was hired by the County to develop a special assessment program to fund the County's fire protection services. Anser GSP conducted a thorough analysis of the County's fire services, fire incident data, parcel data and costs to provide fire protection services in the unincorporated area of the County. The apportionment methodology was developed, rates were calculated, and a fire assessment report was prepared and presented to the County BOCC. The policy decision was made to not implement the fire assessment program for Fiscal Year 20o8-og. Monroe County PirofesrOoirwM Sau•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 25 REFERENCES 0 1 ��`?!E� U&N I EM�,"E�ilE`XE X1'011") U 11�11�11'11141`1 RE We have provided information about specific projects that are similar to services requested by the County and for clients that Anser GSP has had a long-standing relationship with. The County may contact any of these clients for references. VILLAGE OF ISLAMORADA 31 ILLAGV 0 15LANDS wiw, 0 Es You i TNCoR0o1AATE0 1997 Maria T.Bassett,Finance Director Islarnorada,Village of Islands 86800 Overseas Hwy,3rd Floor Islarnorada,FL 33036 (305)664-6445 Maria.Bassett@islamorada.fl.us ..................................................................................................................................................................................................................................................................................................................................................................................................... Since 1999, Anser GSP has assisted the Village in the development, implementation and annual maintenance of various service and capital infrastructure special assessment programs, including stormwater, solid waste and various wastewater programs. For the past five years, Sandi Neubarth has been the project manager for the Village's special assessment programs and Rashad Sapp has been the data analyst for these projects for the past two years. Solid Waste Assessment Program Anser GSP was hired by the Village in 1998 to provide specialized services in the development and implementation of a non-ad valorem assessment program for solid waste collection and disposal services for residential properties within the Village. Anser GSP was also tasked with assistingthe Village in transitioning from the separate bill collection method being used at the Monroe County PirofessGoirwM Seirvkes IFbir Sipedall Assess in E,ints Fair Canai IRestoiradon Program,Sea Il.evell Wse And i'llood WdgaHoin IPirogirarn,And Other Poteindai F'rograms 26 REFERENCES time to the ad valorem tax bill collection method for annual solid waste services and delinquent solid waste fees. The program was successfully implemented for Fiscal Year 1999-2000. Anser GSP has provided annual assessment maintenance services to the Village since the program's inception. Stormwater Assessment Program In 2004 the Village hired Anser GSP to develop a Stormwater Management Program Financial Alternatives and Implementation Action Plan. The study consisted of reviewing the Village's existing stormwater services program and making recommendations for modifyingtheexisting program. An analysis of alternative funding options was also provided. In 2005 the Village hired Anser GSP to assist with the development and implementation of a stormwater assessment program to fund the costs associated with stormwater services provided by the Village. Anser GSP developed an impervious area methodology and Anser GSP assisted the Village with implementation of the stormwater assessment for Fiscal Year 2005-06 which was collected on the tax bill. Since its inception,Anser GSP has provided ongoing maintenance services for the annual stormwater assessment program. Wastewater Assessment Program In 2oo5 Anser GSP was retained to assist the Village in developing and implementing a special assessment program to fund the capital costs of the wastewater system in the North Plantation Key area in a manner that was conducive to the imposition and collection of the assessments pursuant to the uniform method of collection in section 197.3632, Florida Statutes. The North Plantation Key Wastewater assessment program was implemented for Fiscal Year 2005-06. Since implementation of the North Plantation Key Wastewater assessment program,Anser GSP has been retained by the Village to assist in developing and implementing other wastewater programs including Remaining Service Area Phase One, Remaining Service Area Phase Two, and North Plantation Key Supplemental to fund capital costs. Anser GSP has provided annual maintenance services to the Village for all of its wastewater assessment programs. Woods Corner Affordable Housing Area Wastewater Assessment Program In 2008 Anser GSP was retained by the Village of Islamorada to provide specialized services in the development and implementation of a non-ad valorem assessment program to fund the capital costs of the wastewater system in the Woods Corner Affordable Housing area. This assessment program was successfully implemented and Anser GSP continues to provide annual services to the Village of Islamorada for this project. Monroe County PirofesrOoirwM Sau•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 27 REFERENCES CITY OF MARATHON r / r 0 u� r r r Libby Frazier,Deputy Utilities Director City of Marathon 1 98o5 Overseas Highway Marathon,FL 33050 1 (305)289-5005 Frazierl@)ci.marathon.fl.us Since 2oo2, Anser GSP has assisted the City in the development, implementation and annual maintenance of various service and capital infrastructure special assessment programs, including stormwater, road paving, and various wastewater programs. Sandi Neubarth has been the project manager for the City's special assessment programs for the past five years, and Rashad Sapp and Allan Hernandez have been the data analysts working on these projects over the past two years. Little Venice Wastewater Assessment Program In 2002 Anser GSP was retained by the City of Marathon to provide specialized services in the development and implementation of a non-ad valorem assessment program to fund wastewater improvements in the Little Venice area. This assessment program was successfully implemented and Anser GSP provided annual services to the City of Marathon for this project through its completion in 2o22. Areas 4&6 Wastewater Assessment Program In zoo8 Anser GSP was retained by the City of Marathon to provide specialized services in the development and implementation of a non-ad valorem assessment program to fund wastewater improvements in Service Areas#4 Sr#6. This assessment program was successfully Monroe County PirofesrOoirwM Sau•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteintW IF'rograms 28 REFERENCES implemented and Anser GSP continues to provide annual services to the City of Marathon for this project. Areas 1,2,3,s and 7 Wastewater Assessment Program In 20o9 Anser GSP was retained by the City of Marathon to provide specialized services in the developmentand implementation of a non-advalorem assessment program to fund wastewater improvements in Service Areas #1,#2, #3, #5 and#7. This assessment program was successfully implemented and Anser GSP continues to provide annual services to the City of Marathon for this project. Stormwater Assessment Program In 2009 the City hired Anser GSP to assist with annual maintenance services for an existing stormwater assessment program including updating of the City's existing stormwater roll, assisting with rate adoption process pursuant to Section 197.3632, Florida Statutes, and certification off ina I roll to the tax collector.Anser GSP has continued to provide annual services to the City of Marathon for this project since 2oo9. WALTON COUNTY �� %�l �x �� rlri✓ �a �(�I�wr�Ii�nF9rti��a �r�wf��Xf� 'ri/�J �'.,. -,„ yr>w <,1d„r�' "Iv��w7 �„, 11 ✓w�j� �+ r> r a 6 el e r �{r„ l i�,rry riY"�„�✓ �rni ,� (nr��r /rya /N�y�l7 �' � �r %ilr F, � �t I /��° r( r ti"f „,�w l w�+�fir` G �r, >�✓� ��%�° �� iPii,' r,,.x;:r `�qw„ � l�, i i� 6 ll I�rl +a Mary E.King,Interim Deputy County Administrator Walton County 1 P.O.Box 135 DeFuniak Springs,FL 32435 1 (85o)892-8155 Kinmary@co.walton.fl.us Monroe County PirofesrOoirwM Saw•up es If'oir Spedall Assessinr e nos I oir Caunap IRestoirado n Program,Sea Il.evell Wse And II"Ilood WdgaHoin IPirogirar n,And Other 6woteindM IF'rograw'wns 29 REFERENCES Since 1995, Anser GSP has assisted Walton County in the development, implementation and annual maintenance of several capital and service special assessment programs, includingfire, road paving, canal dredging, and neighborhood improvements. Sandi Neubarth has been the project manager for the County's special assessment programs since 2008. Rashad Sapp has been the data analysts working on these projects for the past two years. Fire Assessment Program In 2003 Anser GSP was hired to develop a Fire Rescue Master Plan for the County. The intent of the Master Plan was two-fold: (1) to identify opportunities for immediate improvement in the delivery of services in Walton County, and (2) to develop recommendations for long- term enhancements in fire rescue service delivery through capital investment and operating decisions. Based on the results of the Master Plan, the County retained Anser GSP to update and revise its annual recurring special assessment program so that it was capable of funding all of the assessable costs associated with providing fire protection services, commencing Fiscal Year 2004-05, and collected using the ad valorem collection process provided in section 197.3632, Florida Statutes (Uniform Method). Anser GSP updated the County's fire assessment program in 2013. Anser GSP has provided annual assessment maintenance services to the County for its fire rescue assessment program since inception. Capital Assessment Programs Daughette Canal Improvements and Maintenance Services Program Anser GSP was retained by Walton County in 2007 to develop an assessment methodology to fund canal dredging activities and ongoing annual maintenance services. The apportionment methodology developed by Anser GSP was based on the number of buildable lots attributable to each parcel and Anser GSP determined rates for each component of the assessment program —capital and service— based on this methodology. The assessment program was implemented for Fiscal Year 20o8-o9. In 2013, the County learned that several properties in the benefit area had multiple boat slips associated with a lot; therefore, we assisted the County with updating the methodology to charge each parcel based on the actual or allowable boat slips. In 2017, the County hired Anser GSP to update the annual maintenance rates to account for enhanced services to be provided in the benefit area. The to-year capital assessment program ended after certification of the final roll to the Tax Collector in September 2017; however, the annual maintenance assessment program continues to be imposed. Anser GSP continues to provide annual maintenance to the County for this program. Imperial Lakes Project The Imperial Lakes Project consisted of a private property subdivision with homes built on approximately 30% of the 91 subdivision lots identified. The Imperial Lakes of Walton County Homeowners Association requested assistance from the County Commission to approve and create a mechanism, such as a Municipal Service Benefit Unit, to collect the funds necessary to repair the four failing man-made lake dams in the Imperial Lakes Improvement Area. Anser GSP assisted the County with the development and implementation a special assessment program to fund the capital costs of improvements. The program was implemented in 2003 and ended in 2015. Anser GSP provided annual maintenance services to the County for the life of the assessment program. Monroe County PirofesrOoirwM Sau•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 30 REFERENCES Driftwood Estates The Driftwood Estates assessment program was developed to finance the cost of the acquisition and construction of various road, utility and ancillary improvements within the boundaries of the Driftwood Estates Municipal Service Benefit Unit. The program was implemented in 1997 and Anser GSP provided assistance to the County with annual maintenance of the assessment roll through the conclusion of the program in 2009. Four Mile Village Project In 2olo Anser GSP was hired by the County to develop and implement a capital assessment program Four Mile Village. The capital assessment program was to fund the cost of burying the overhead utility lines within the Four Mile Village subdivision which consisted of approximately 55 parcels. The program was implemented in 2010 and Anser GSP provided assistance to the County with annual maintenance of the assessment roll through the conclusion of the program in 2oi g. Leisure Lake In 2010 Anser GSP was hired by the County to develop and implement a capital assessment program Leisure Lake.The capital assessment program wastofundthecostofdam improvements within the Leisure Lake subdivision. Leisure Lake subdivision consisted of approximately 29 parcels. The methodology developed was based in part on waterfront footage and in part on the number of buildable lots. The program was implemented in 2oii and Anser GSP provided assistance to the County with annual maintenanceof the assessment roll through the conclusion of the program in 2020. Survey Ballot Anser GSP periodically assists the County with the development and mailing of survey ballots for various neighborhood projects. The ballots assist the County to determine the support of property owners for the development and implementation of a special assessment program to fund various capital improvements (such as roadway improvements, critical infrastructure, canal dredging, neighborhood beautification, etc.) within the project area. If the results of the survey are favorable, the County then hires Anser GSP to assist in the development and implementation of a legally defensible assessment program. Monroe County PirofesrOoirW sau•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteintW IF'rograms 31 REFERENCES CITY OF PENSACOLA n}n�nlr� �/ (� '. 1':a'4 fNl ufl V1(MNNimuwuwlRliN�I�ti��M Ii'"IYN4� 1 ii/l i„/ ��68�(I�� '1�i �eri�yfr�Jrr�iirr(rr�rr�/�r,lr„rJ?HI�rGOJ�II�I(lf��P��"�Si{Sh I�� ,p,/K i M Hill George Maiberger,Purchasing Manager 1 zzz W.Main Street Pensacola,Florida 32502 1 (850)435-1835 GMaiberger@cityofpensacola.com Anser GSP was engaged by the City of Pensacola in 1999 to develop and implement a stormwater assessment program over a series of phases. These phases included: (1) the development of a financial plan, (2) a comprehensive review of the adequacy of current stormwater management regulations for the City, in context with Escambia County and the Water Management District, and determination of a strategic plan of action to address issues raised, (3) development of a rate model and rates, and (4) implementation of the stormwater assessment program which included four square foot tiers for single family residential parcels. The assessment program was implemented in 20ol and Anser GSP also developed a web-based application for the City's use in the daily maintenance tasks of the stormwater assessment database. In 201o, Anser GSP assisted the City in updating the existing assessment program. The update included the calculation of a new ESU value (due to reconstruction and re-development that occurred after Hurricane Ivan). In addition,Anser GSP developed three alternative methodology scenarios specifically related to single family residential parcels as follows: Monroe County PirofesrOoirwM Sau•up es IFbir Spedall Assessinr e nts Fair CaunM IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 32 No tiers (one rate for all single family residential) » Three tiers �> Five tiers Anser GSP also provided the impacts on individual property owners for each methodology scenario and a summary of the number of parcels paying less,the same or more than the current methodology for each methodology alternative. The five-tier methodology was implemented for Fiscal Year 2olo-11. Since its inception in 2001, Anser GSP has provided ongoing annual maintenance services for the stormwater assessment database and the web-based application for the City's use in daily database maintenance tasks. Project Team Members: Sandi Neubarth and Rashad Sapp Monroe County PirofesrOoirW Sau•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And I"Ilood Wd at oin IPirogirar n,And Other Pot;untW IfIrnugrams 33 ............................. ............................. ----------- ..................................... ......... ................ ................ ....................... .......... ............... .......... ................ ................. .............. ......................... ro/4't/, O"M ....................... .... .. ....... .......... ........... ........ ......... ............ ....... .............. Ad .......... ...... ..... ............ .........../ ... ... .. .......................... .. .. . .. ............ .......... �"/,/......... ............... .......... ............ . ..................... ............- .............. I................... ............................ PRICE PROPOSAL The project approach outlined in this section has been designed and structured based on Anser's experience and the necessary work effort that we believe needs to be completed to guarantee the County that the programs are developed in such a way as to assure the greatest likelihood of political and community acceptance. To achieve this goal, Anser's technical approach includes the ability to develop several different methodologies, develop an unlimited number of rate scenarios, and provide the parcel specific impact of every methodology and rate scenario developed. These revisions can be effected quickly depending on the availability of data. The objective of this project is to develop and implement non-ad valorem assessments for canal restoration projects and road adaptation/sea level rise projects and potential other programs. To accomplish this objective, we will focus on the following tasks: Provision of implementation services aimed at developing legally defensible methods of apportionment conducive to use with the County's ad valorem tax roll database; Development of the implementation documentation for the annual collection method which meets all case law and statutory requirements; and Development of an assessment roll conducive to collecting the annual assessments and capable of being efficiently updated and used in subsequent years. The proposed scope of services is designed to develop the following deliverables during this project: An Assessment Report which provides (a) the assessment cost calculations, (b) the description of the apportionment methodology, and (c) an implementation schedule; Mailing of first class notices (mailing costs not included in lump sum fee); The final assessment rates; and An assessment roll in an electronic format capable of merging with the County's real property assessment roll in conformity with the requirements of the utilization of the tax bill collection method. W 'S� %a � � '"S ��Z Illi1,� "I / S 'Hi k),e The following section provides a general description of the work effort required to complete Tasks 1 —S of the Scope of Work in Part 2 of the RFP. f I a,r��o III a l 4,ij at e,,,,,, II A vt III �g III)a t aid, S w,,ij,r Of e s wn d, V U°I fiII� N`fl eU h o d&O&s for" r" �� e`I l .ung 't 7f II ir,e iiilwluii� ry y raj r r„�p �i n '!D ;i i ,�� d y�r"r lrm'1 S 5 Nff Pf��II"P4 1: 0 �d A: Data Collection Obtain and review existing data sources such as project area maps, the Monroe County GIS database and Tier data, Monroe County Property Appraiser's data, ad valorem tax rolls, and Monroe County Tax Collector data. An analysis of the proposed improvements/services will be performed and the benefited properties will be identified. We will develop alternative methodologies for development of each preliminary assessment roll and recommend the preferred methodology. Alternative methodologies for development of the preliminary assessment roll will include, but not be limited to: assessment on a per parcel or per Monroe County PirofesrOoirwM Seiry es If'oir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il.evell Wse And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 35 PRICE PROPOSAL lot methodology; assessment on a square foot or frontage methodology; and any other methodologies approved for canal restoration and/or sea level rise/road adaptation projects. B: Determine the Assessment Revenue Requirements Review the funding requirements of the proposed improvements, including debt service requirements (if applicable). Based on these funding requirements, determine the total assessment revenue requirements forthe proposed projects including program implementation costs and annual costs. C: Develop Assessment Methodology Using the data and criteria established by County staff, we will develop a preliminary assessment methodology based on the proposed project, its location and properties benefited by the project. + �// //�I f /1:'.�;;r -- f r w /�p r t fj r, ff f o r E r a �a " y i l �dw l/.....,y r y�y�.......Y ( ',;Yl,w ,"f-ti� I�,,,�� i�Il,�f�� II a_�,,P1 r�a�i��u,u�i�,a�f>I�� .� b E� � E��r�m Nr�U, II�o,�II II. �h�y�i4� /�II��U;°�.p ��k��IL �i II su flo n��r�II r;/��„� �1.�' C 0 I,u ii o t 'r;% A: Develop Database Anser will obtain files including the tax roll and assessment program data to perform the following tasks: Develop a preliminary electronic database of properties categorized by their DOR property use assignments that includes the property owner's name, address, RE number, and AK number. Obtain necessary information from County staff and other sources related to the methodology and apportionment of costs to be used for the assessment program. Refine the database to comport with the requirements of the preliminary assessment methodology. Use a series of queries and selection criteria to validate the common characteristics among the categories or classes and identify properties requiring further evaluation and fieldwork analysis. B: Create Preliminary Assessment Roll Using the tax roll files and the assessment database created in the previous task, Anser will create a preliminary assessment roll. Determine geographic areas to be included within the assessment program and the parcels within each project's geographic area. Apply apportionment methodology to assessment database to test the data validity and legal sufficiency. Determine the total number of billing units based on the apportionment methodology and determine revenue requirements. Develop and apply the schedule of rates usingthe apportionment methodology and revenue requirements for the assessment program. C: Calculate Proforma Assessment Rates Using the preliminary assessment roll, Anser will develop and apply the schedule of rates for the assessment program using the apportionment methodology for the assessment program. Monroe County PirofesrOoirW sau•up es If'oir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 36 PRICE PROPOSAL D: Prepare and Present Assessment Report Anser will prepare and present an Assessment Report, which documents the proposed apportionment methodology and proforma assessment rates. lllas"A" „�„ 0 eII thf!�c UtIL'cII�i of CG`IIII ,o/L,� Asse s sr'�neNnt IIIeo ' A: Prepare Final Assessment Roll Anser will prepare the adjusted final assessment roll that will implement the assessment program and will interface with the Monroe County Tax Collector files. B: Certify Final Assessment Roll in Conformance with Uniform Method Using the final assessment roll and updating any changes or modifications, Anser will prepare a file on compatible electronic medium capable of merger with the ad valorem tax roll files. Anser will develop test files and conduct test merger procedures to minimize the possibility of errors. C: Export Assessment Roll Export the final assessment roll to the Monroe /County Tax Collector. 1 e I,'k P r �l / 'i ��',,Q/�ri r r v 0 1 V V �"/r Ir„I� � I.x �j I � f " Coil r ,r,,, J ��i y ! � 1 I o "qw// ff b�,Ull„ „�� III a � u� �r,o� �� d�,,,,l,��u� r��l� II�FI�i��ur�� l�l��uiri�>�� l�u,�ik� , ��u�rr�, llu�iti��,„,,,, �ii�iiu�ll� �rl�,o�u�uUa�u u �r¢.ail,. r r b '... q a �l r 0 rl0 Q at l�f l y l �� I Pf ..., e/ f it l rl,,.. q l Y y r ,.,f a r I, y o ,,e j.i /I, II �� G�u�iiii �iwo�� ii�� '�reo� �� ,' ,i;iii�Il�� IL.UI� �r�Nl�ii�� I ��, �ii ,��II �6 � �„. o �uou�� iio�„ In,iw�� ¢ff��_�>Ioii��iiii�� i�f e i ffl r`), A: Review of Legal Documents Review of the ordinances and implementing resolutions and documentation associated with the creation of the indicated assessment programs. B: Preparation of Final Assessment Rates Assist the County with the final rate adoption process for the assessment program including (a) the legal requirements for any public hearings, (b) the development of appropriate published notice, and (c) printing, stuffing and mailing of any first class notices or bills. A: Meetings - Project Initiation/Kick-off Anser will meet with County staff via Zoom/Teams to finalize the goals and objectives of the project and discuss requested data needed for the project. B: Meeting 2- Project Progress Meeting Anserwill meet with County staff via Zoom/Teams to present and discuss the assessment report detailing the result of the assessment study. C: Meeting 3—Board of County Commissioners Meeting Anser will present the results of the assessment study to the County Commission via Zoom. Monroe County PirofesslioirW Sairviic^s If'oir Spedall Assessinr e nts Fair CaunM IRestoirado n If rogi•airn„Sea Il.evell Rlise And II hood Wd at oin IPiragiraunn,And Other PoteindM IF'rograms 37 PRICE PROPOSAL The following section provides a general description of the work effort required to complete Task 6 of the Scope of Work in Part 2 of the RFP. �f'as��'c 6,,,,, �31,�r'ovide k��i��imall Mah ii, f�wnfice w-'�A Cerflficaflimn� of Nor�� ad Va��IoreiG in IPA ............. A: Update the preliminary assessment roll Using the tax roll files and the assessment database, Anser will Update the preliminary assessment roll. )> Determine the total number of billing units based on the apportionment methodology and determine revenue requirements. >> Develop and apply the schedule of rates using the apportionment methodology and revenue requirements for the assessment program. B: Review of legal documents Review of the implementing resolutions and documentation associated with the creation of the Canal 266 assessment program. C:Assist with Rate Adoption Assist the County with the final rate adoption process for the assessment program including (a) the legal requirements for any public hearings and (b) the development of appropriate published notice and/or printing, stuffing and mailing of any notices. D: Create Final Assessment Roll Anser will update the assessment roll with any corrections received from the County. Final rates will be verified and extended to the updated data in order to create the final assessment roll. E: Certify, Export and Transmit the Final Assessment Roll in Conformance with Uniform Method )> Using the final assessment roll, Anser will prepare export files on compatible electronic medium capable of merger with the ad valorem tax roll files and will transmit the file to the Tax Collector in the prescribed format. Monroe County PirofesrOoirW Seirvkes ll::'oir Spedall Assessimenos Fair Caimfl IRestoiradon Program,Sea Il..avall Wse And Nood WdgaHoin IPirogirarn,And Other PoteindM F'rograms 38 m LO LO m m LO M 0 M LC) LO 0 LO cn N �t co rn co r LO m Aa w .i to .i c N r O) N CT Lf) O N N O to CO O `- F N CD CN 't 't ci N N t0 to tD tf) ER fA N N Qf N Q E E _ � � a N Q O N N O O o O O O o O o O O -0 OO a) O o O O to LC) LO LO O O O to c O� LL CO rl Ln cq r n n a 00 y N c-I .--I O l0 N N N T 64 ER ER a H> t? O Fo s= O N c o 0 0 0 0 0 o to m LD aco c-I ai U i U On LO LOLO LOO O o O O O O co co co co EA fA 7 q t` n U t, LL EH H} U} ldJ ~ o In EF? M to ^ co D i a (n CL c U) N 0 _ N � � OQ Q c d• ti ti 0 0 LO 0 LO 0 0 0 o LO Ln LA N LO -i b4 M M LO 0 E m LL {t} v} H? to M M U} O Ln 0 N � M S2 R of N o p (6 Qcl V O O O O O O O m M i LO7 7O N LON m co O w LOB _ Q Oo a O (6 N Lf1 LO 0 O O O N LO O O O ClO O i C 0 0) m N 0 0 Cn 01 � C(.0 �= O 41 � O CA co W 1- 0 O N N N N NU) m LL 6m4 Ti � M N _ U) 1= co E s= t1 N o 0 0 0 0 o r v M U) Ha x CO Q) Slo ¢ N m O o m n o cli 00 0 o ON E fl C4 » v10 U �o C- (0 U.0 i a1 LL fR tfT to <? c tl1 LO O O LO LO O LO O O .� 0 O O O O O A E O x N N U .E E to ca p Q U O o o o a o U) i O Co -a 3 = c15 Z c m o y E O M _ Q ai cn � rn bA o N o LO (10 o (n cn N fn U c cn L) ♦+ m y c U m C i () N N Y Y m >, Q a) c a) N N a N d d O V) > !V to to to 0 0 � o o N CL y c m o (n Ln > O6 O6 N (o c ) E c LL X G1 C U. x ba O c L c N y co a W ei m a W Oa O � � oE m ayi a� c c O N �� a) � U as� o o0 o 1b to Ln�c C�mc o Ro n Rcc O N O 0 oa) a ¢ m � In U)o E CL c c to 41 LL. w'o N N _ a E m Eo o o cpN U ¢ o o a o w o U cR LLE • EL aoi N q�jp o N ai Q N m 't LSD ••� Co N 3 d C9 LL Lpi (� Z Lu ¢ Z PRICE PROPOSAL The lump sum fee for professional services does not include any on-site visits to the County by Anser staff. Any on-site meeting can be arranged at our standard hourly rates. Expenses related to any meetings will be billed in accordance with section 112.061, Florida Statutes. If necessary, in lieu of on-site visits, periodic telephone conference calls or Zoom meetings may be scheduled to discuss project status. The standard hourly rates for Anser are as follows: Anser Advisory Senior Advisor.........................................................$285 Vice President/Managing Director.........................$285 Assistant Director/Senior Project Manager............$235 Project Manager/Project Coordinator.....................$185 Senior Data Analyst.................................................$185 Database Analyst/Technical Services......................$i5o Project Analyst.........................................................$go Program and Administrative Support.....................$75 The lump sum fee does not include the costs of producing and mailing first class notices, if required. Mailing and production costs depend on the number of assessable parcels of property within the assessment program area, but average approximately $1.50 per parcel. Payment of mailing and production costs is due at the time of adoption of the initial assessment resolution or like document. For non-domestic notices, mailing charges will include the actual amount of postage beyond the domestic rate. Should U.S. postage rates increase prior to mailing, the additional postage per notice will be charged. The County is responsible for any costs incurred to obtain information from the property appraiser or other public officials that is necessary for the assessment program. The County is responsible for working with the Property Appraiser to obtain the necessary information for properties with exempt "home addresses" pursuant to Section 119.071, Florida Statutes. The County is responsible for any and all newspaper publications, including, but not limited to, making arrangements for publications and any costs associated therewith. Please note that Anser works with the premise of developing and implementing assessment programswith an eye on potential legal challenges in an attemptto maximize both the efficiency and the effectiveness of any defense. Nonetheless, the fees outlined above for professional services do not include any provision for litigation defense. Accordingly, in the event there is a legal challenge,Anserwould be available, on an hourly basis,to assistthe County in its defense. Monroe County PirofesrOoirW Sau•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rograms 40 DELIVERABLES SCHEDULE Deliverable Schedule Notice to Proceed March 2023 Year 1- New and Annual Programs Develop Assessment Methodology April - May 2023 Proforma Assessment Rates April - May 2023 Assessment Memorandum May - June 2023 Initial Assessment Resolution May - July 2023 Published and Mailed Notice May - July 2023 Final/Annual Assessment Resolution(s) June - August 2023 Roll Certification By September 15, 2023 Year 2 - Annual Programs Update Assessment Rolls July 2024 Assist with Rate Adoption June - August 2024 Roll Certification By September 15, 2024 PAYMENT SCHEDULE The lump sum fee for professional services and specialized assistance will be due and payable on the following basis. Payment will be based on the following schedule, assuming that notice to proceed is received in March 2023. If notice to proceed occurs after this date, payment will be adjusted on the basis of a condensing of the anticipated number of months remaining to complete the project. Schedule Payment Amount Year 1 April 2023 25% of lump sum fee $5,573.00 May 2023 25% of lump sum fee $5,573.00 July 2023 25% of lump sum fee $5,573.00 September 2023 25% of lump sum fee $5,574.00 Total $22,293.00 Year 2 July 2024 50% of lump sum fee $3,307.00 September 2024 50% of lump sum fee $3,308.00 Total $6,615.00 ........... .............. ........... .......... -1/000,11 ............... .............. .......... ............... ....................... .......... ........... .............. ...... ................. .. ............ ............ ... ................. ......... .................... .................... ..... ................ .... .. ..... ................... .......... ............... ..... ...... ......... ............ ............ .............. ........................... ............. (1)A list of the person's or entity's shareholders with five percent(50/6) or more of the stock or, if a general partnership,a list of the general partners;or, if a limited liability company, a list of its members; or, if a solely owned proprietorship, names(s) of owner(s); Officers a. Adam Shaw, President b. Bryan Carruthers, Vice President c. Gary Cooley, Chief Financial Officer l00% member managed by sole member Anser Advisory, LLC. (2) A list of the officers and directors of the entity; Officers a. Adam Shaw, President b. Bryan Carruthers, Vice President c. Gary Cooley, Chief Financial Officer i00% member managed by sole member Anser Advisory, LLC. (3) The number of years the person or entity has been operating and, if different,the number of years it has been providingthe services requested in this RFP; 2oo2 and 1996 (4) The number of years the person or entity has operated under its present name and any prior names; R.W. Blocl<Consulting, LLC, EST 2002, name changed to Anser Advisory Consulting, LLC in 20l8 Government Services Group, Inc., EST 1996, name changed to Anser Advisory Consulting, LLC in 2o2i (f) Customer references (minimum of three), including name, current address and current telephone number. Village of Islamorada Contact: Maria T. Bassett, Finance Director Islamorada, Village of Islands 86800 Overseas Hwy, 3rd Floor Islamorada, FL 33036 Phone:(305) 664-6445 E-Mail:Maria.Bassett@a islamorada.fl.us Monroe County PirofesrOoirW Sam•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rogrammms 43 City of Marathon Contact: Libby Frazier, Deputy Utilities Director City of Marathon 9805 Overseas Highway Marathon, FL 33050 Phone:(305) 289-5oo5 E-mail: Frazierl@ci.marathon.fl.us City of Pensacola Contact: George Maiberger, Purchasing Manager 222 W. Main Street Pensacola, Florida 32502 Phone:(850) 435-1835 E-mail: GMaibergera@cityofpensacola.com (g) Credit references (minimum of three), including name, current address and telephone number. BMO 111 W. Monroe Street 17th Floor Chicago, IL60603 (312) 461-2323 Sterling Investment Partners Advisors IV, LLC 285 Riverside Ave Suite 300 Westport, CT o688o 203-226-8711 Dun and Bradstreet 103 John F Kennedy Pkwy, Short Hills, N] 07078 844-414-1273 (h) Financial statements for the prior three (3)years. Submitted in a separate email labeled "CONFIDENTIAL" Monroe County PirofesrOoirwM Sam•up es IFbir Spedall Assessinr e nts Fair Caunap IRestoirado n Program,Sea Il..avall Wsa And II"Ilood Wd at oin IPirogirar n,And Other PoteindM IF'rogrammms 44 Request For Proposals: Professional Services For Special Assessments (4) The number of years the person or entity has operated under its present name and any prior names; (5) Answers to the following questions regarding claims and suits: a. Has the person or entity ever failed to complete work or provide the goods for which it has contracted? (If yes, provide details of the job, including where the job was located and the name of the owner.) YES ❑ NO b. Are there any judgments, claims, arbitration proceeding or suits pending or outstanding against the person, principal of the entity, or entity, or its officers, directors, or general partners (this specifically includes any present or prior entities in which the person, principal, entity, officer, director or general partner of the proposing entity has been involved as a person,principal, entity, officer, director or general partner in the last five (5) years)? (If yes, provide details, include enough information about the judgment, claim, arbitration or suit so that the County will able to obtain a copy of the judgment or claim or locate the suit by location and case number.) YES ❑ NO JZ] C. Has the person, principal of the entity, entity, or its officers, major shareholders or directors within the last five (5) years, been a party to any lawsuits or arbitrations with regard to a contract for services,goods or construction services similar to those requested in the specifications with private or public entities? This specifically includes any present or prior entities in which the person, principal, entity, officer, director or general partner of the proposing entity has been involved as a person, principal, entity, officer, director or general partner in the last five (5)years. (If yes, provide details, include enough information about the judgment, claim, arbitration or suit so that the County will able to obtain a copy of the judgment or claim or locate the suit by location and case number.) YES ❑ NO LJ d. Has the person, principal of the entity, or its officers, owners, partners, major shareholders or directors, ever initiated litigation against Monroe County or been sued by Monroe County in connection with a contract to provide services, goods or construction services? This specifically includes any present or prior entities in which the person, principal, entity, officer, director or general partner of the proposing entity has been involved as a person,principal, entity, officer, director or general partner. (If yes, provide details, include enough information about the judgment, claim, arbitration or suit so that the County will able to obtain a copy of the judgment or claim or locate the suit by location and case number.) RFP— Professional Services for Special Assessments Page 11 of 63 Request For Proposals: Professional Services For Special Assessments YES ❑ NO e. Whether, within the last five (5) years, the owner, an officer, general partner, controlling shareholder or major creditor of the person or entity was an officer, general partner, controlling shareholder or major creditor of any other entity that failed to perform services or furnish goods similar to those sought in this RFP. (If yes,provide details and information about the failure to perform services or furnish goods that will enable the County to thoroughly consider the matter.) YES ❑ NO £ Customer references (minimum of three), including name, current address and current telephone number. g. Credit references (minimum of three), including name, current address and telephone number. h. Financial statements for the prior three (3) years. Please provide these financial statements in an email in accordance with the instructions at the beginning of this RFP and marked"CONFIDENTIAL" one (1) original copy. ("Any financial statement that an agency requires a prospective bidder to submit in order to prequalify for bidding or for responding to a bid for a road or any other public works project is exempt from § 119.07(1)Fla. Stat. and §24(a), Art. 1 of the State Constitution.") i. Any financial information requested by the County department involved in the competitive solicitation, related to the financial qualifications, technical competence, the ability to satisfactorily perform within the contract time constraints, or other information the department deems necessary to enable the department and Board of County Commissioners to determine if the person responding is responsible. Under this section the vendor shall supply the following information: TAB 7. Required County Forms and Licenses Respondent shall complete and execute the forms specified below and found at the designated pages in this RFP, and shall include them in the appropriate tabbed section. Failure to provide executed documents may result in Respondent being determined to be non-responsive to the RFP and disqualified from consideration. FORMS 1) Submission Response Form 2) Applicant Acknowledgment Form 3) Lobbying and Conflict of Interest Form 4) Non-Collusion Affidavit RFP— Professional Services for Special Assessments Page 12 of 63 I ' I Request For Proposals: Professional Services For Special Assessments SUBMISSION RESPONSE FORM RESPOND TO: MONROE COUNTY BOARD OF COUNTY COMMISSIONERS c/o PURCHASING DEPARTMENT GATO BUILDING,ROOM 2-213 1100 SIMONTON STREET KEY WEST, FLORIDA 33040 RESPONSE FROM: Anser AViso Cons 1i LAC I have included: o The Submission Response Form le, c�) Applicant Acknowledgment Form * Lobbying and Conflict of Interest Clause * Non-Collusion Affidavit Drug Free Workplace Form * Public Entity Crime Statement Form * Vendor Certification regarding Scrutinized Companies o Certification regarding Debarment, Suspension, Ineligibility, and Voluntary Exclusion * Respondent's Insurance and Indemnification Statement incl. Hold Harmless * Insurance Agent's Statement * Request for Waiver of Insurance Requirements (if applicable) C) Acknowledgment of Addenda Form Mailing Address: 1500 Mahan Drive,Suite 250 —Telephone: Tallahassee,Florida 32308 Fax.- .__(850) 22j-7206 _............. Date: - February 24, 2023 Email: .-day,". Qsk ;kR Signed: Witness: LWitness sig at ire) .......... ......... David G. Jahosky itness rinted name) (Print Name) Senior Vice President (Title) ------------ RFP—Professional Services for Special Assessments Page 23 of 63 Request For Proposals: Professional Services For Specia$ Assessments MONROE COUNTY BOCC APPLICANT ACKNOWLEDGEMENT- The undersigned certifies that he/she is a principal or officer of the firm applying for consideration and is authorized to make this acknowledgement and certifications as well as submit solicitation proposals, bids, and responses on behalf of or as the applicant. Signaiure oWfizW,Representative Title Senior Vice President Company Name Auser AdvisoQrLCcognnsauglittijag!LC ............... Printed Name David G jahosky February 24,2023 Date STATE OF Florida SS: COUNTY OF Leon STATE OF Florida COUNTY OF' Leon Subscribed and sworn to(or affirmed)before me on February 24,2023 (date) by David G.�ahos (name of affiant). Fie/She is has produced {type as 1� i iclation " , -11121-1t,71- Y 0 Al 'Y 15-L BLIC Ex ires:My Commissio A2&!Lt 31,2025 l TAWa PErm 0mv**ns HN 1260 E*Mk0*300 Tm F0 RFP-Professional Services for Special Assessments Page 24 of 63 Request For Proposals: Professional Services For Special Assessments LOBBYING AND CONFLICT OF INTEREST CLAUSE SWORN STATEMENT UNDER ORDINANCE NO.010-1990 MONROE COUNTY,FLORIDA ETHICS CLAUSE It Anser Advisory Consultin # LLC It (Company) warrants that he/she/it has not employed, retained or otherwise had act on his/her/its behalf any former County officer or employee in violation of Section 2 of Ordinance No. 0 10-1990 or any County officer or employee in violation of Section 3 of Ordinance No. 020-1990. For breach or violation of this provision the County may, in its discretion, terminate this Agreement without liability and may also, in its discretion,deduct from the Agreement or purchase price,or otherwise recover, the full amount of any fee, commission, percentage, gift, or consideration paid to the former County officer or employee". (Signature) gate: Ile, ir U c2fi', 90-'�3 STATE OF: Florida COUNTY OF: Leon Subscribed and sworn to (or affirmed) before me on February 24,2023 (date) by David G.Jahosia a era W _(name o 'afflant).,,He/She issonll p t9-yne or has produced of identific fication. a o .......... )"I'ARY PUBLIC August 31,2025 My Commission Expires ....................................... ,P TAMWPUERS Cwah"#HHiXW ExpkwAu9*31.2V5 RFP—Professional Services for Special Assessments Page 25 of 63 Request For Proposals: Professional Services For Special Assessments NON-COLLUSION AFFIDAVIT 1, David G. osky —of the city of Tallahassee according to law on my oath, and under penalty of perjury, depose and say that: I am Senior Vice President of the firm of. Anser the bidder making the Response for the project described in the Request for Qualifications for: Professional Services For Special Assessments- Monroe County and I executed the said Response with full authority to do so: 1 The prices in this bid have been arrived at independently without collusion, consultation, communication, or agreement for the purpose of restricting competition, as to any matter relating to such prices with any other bidder or with any competitor; 3. Unless otherwise required by law, the prices which have been quoted in this bid have not been knowingly disclosed by the bidder and will not knowingly be disclosed by the bidder prior to bid opening, directly or indirectly, to any other bidder or to any competitor; 4. No attempt has been made or will be made by the bidder to induce any other person, partnership or corporation to submit, or not to submit, a bid for the purpose of restricting competition; and S. The statements contained in this affidavit are true and correct, and made with full knowledge that Monroe County relies upon the truth oft e statements contained in this affidavit in awarding contracts for said project. February 24,2023 (Si gnatWur '_s;indent) ....... (Date) STATE OF: Florida COUNTY OF: Leon Subscribed and sworn to or affirmed)before me on Esebpru (date)by .......L-ag 24,2023 David G, Jahosky 11 known to me)r has ..................... '(name of affiant). She isll' rs ' pna n),q lentificatian produced (type of identificatio TARY PUBLIC My Commission txpires: _Aggq t 31,2025 TWKTEFts "4R e#aA*i*011.20 Z'd", Bow ift I"F$b boom 80"W419 RFP—Professional Services for Special Assessments Page 26 of 63 Request For Proposals: Professional Services For Special Assessments DRUG-FREE WORKPLACE FORM The undersigned vendor in accordance with Florida Statutes, Sec, 287,087 hereby certifies that: Anser Advise m Consult LLC (Name of Business) 1. Publishes a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2. Informs employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs,and the penalties that may be imposed upon employees for drug abuse violations. 3. Gives each employee engaged in providing the commodities or contractual services that are under bid a copy of the statement specified in subsection(1). 4. In the statement specified in subsection (I), notifies the employees that, as a condition of working on the commodities or contractual services that are under bid, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893 (Florida Statutes)or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five(5)days after such conviction. 5. Imposes a sanction on,or require the satisfactory participation in a drug abuse assistance or rehabilitation program if Such is available in the employee's community, for any employee who is so convicted. 6. Makes a good faith effort to continue to maintain a drug-free workplace through implementation of this section. As the person authorized to sign the statement, I certify that this firm complies Fully with the above requirements. ignature _o_n_dent) STATE OF: Florida COUNTY OR Leon Subscribed and sworn to (or affirmed) before me on (date) by David G. j os (name of affiant). */She na I has produced (type identification as identification. T RY PUBLIC My Commi4sion, xpires:. Aaa�ast 31 2025 TAMW KIM Cow OnAugist 31® RFP—Professional Services for Special Assessments Page 27 of 63 Request For Proposals: Professional Services For Special Assessments PUBLIC ENTITY CRIME STATEMENT "A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crime may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to public entity, may not be awarded or perform work as a contractor,supplier,subcontractor,or CONTRACTOR under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017, 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 David G. Jahosky _(Proposer's name)nor any Affiliate has been placed on the convicted vendor list within the last 36 months. (Signs ure)"-'' Date: STATE OF FLORIDA COUNTY OF Leon Sworn to(or affirmed)and subscribed before me by means of , physical presence or 0 online notarization, this_24th day of Eebr.0 2023, by David G. I (name of aant). Katy be-iss-aerao ally��or has produced �� ffi type of identification) as identification. 6NARY PUI IC My Commission expires° August 31,2025 TAMMY PETERS 12M ExpiwA%W3i,2025 V Aw"12 RFP—Professional Services for Special Assessments Page 28 of 63 Request For Proposals Professional Services For Special Assessments VENDOR CERTIFICATION REGARDING SCRUTINIZED COMPANIES LISTS Project Description(s):_Professional Services for_Sp� ia1_Assess rneats Monroe Respondent Vendor Name:Anser Ad visa E4(jC��o�nsulfi�4� Vendor FEIN: 54-2078311 ................ Vendor's Authorized Representative Name and Title: Davi _4 9: 1442sitx ............................ Address: 1500 Mahan Drive,Suite 250 city:...Tallahassee_.....—State: ...Florida_ Zip: Phone]Number: 59)_681...-37.17. _(L ............ ............. Email Address: david o,,s,,Icy@)sneers davisory.,com 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 contracting or renewal, the company is on the Scrutinized Companies that Boycott Israel List, created pursuant to Section 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 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 company identified above in the Section entitled "Respondent Vendor Name" is not listed on the Scrutinized Companies that Boycott Israel List or engaged in a boycott of Israel and for Projects of$1,000,000 or more is not listed on either the Scrutinized Companies with Activities in Sudan List,the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List,or engaged in business operations in Cuba or Syria. I understand that pursuant to Section 287.135, Florida Statutes, the submission of a false certification may subject company to civil penalties, attorney's 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 a boycott of Israel or placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List or been engaged in business operations in Cuba or Syria. Cert ified fed By: a os who is authorized to sign on behalf f of the above re n 0 0 Authorized ri 7ed gn Si ;tu Yr PrintNam e Title: Senior Ice President Note:The List are available at the following Department of Management Services Site: nformationlconyjcted sus ended die crJminatopL_g2Mphints vendor lists RFP—Professional Services for Special Assessments Page 29 of 63 Request For Proposals: Professional Services For Special Assessments CERTIFICATION REGARDING DEBARMENT,SUSPENSION, INELIGIBILITY,AND VOLUNTARY EXCLUSION Contractor Co%wed Tran sactions I u The p -_wrractor d the Reagent, David G. jahosky .,jfie,,,oy wt,,,wn of Ous docun*nx.Viat neiVvr it nor ris pits<*mls a presenly".)arred suspencled,proposed ftx debarryw-nt,dedared wefigibk%or vokmt2rdy exduded'y=parmpation�n thts trarrsaebon by any Fed deoarortent or agency 2 Where dw Reopent s comac:or is unabW m cer3fy w the abow-surbemeera.ibe prospective �mntrwwr shaD aittach an explanawn to this foon, COWRAC70R: Anser Advisory Consulting, LLC ------------------------- ReapevWs Name Seni or Vice President FDavid G. J& F tT� ------------- s�on c5x � Nany-and Tde 1500 Mahan Drive Suite 250 Sreen Address ��MA Prqecl Number Tallahassee,Florida 32308 011y, Zip oxe_ February 24,2023 ----------------------------- RFP—Professional Services for Special Assessments Page 30 of 63 Request For Proposals: Professional Services For Special Assessments APPENDIX A to 44 C.F.R. PART 18, CERTIFICATION REGARDING LOBBYING Certification for Contracts, Grants, Loans, and Cooperative Agreements The undersigned certifies, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency,a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions. (3) The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The Contractor, Anser Advisory Consulting, t,LC, certifies or affirms the truthfulness and accuracy of each statement of its certification and disclosure, if any. IN addition, the Contractor understands and agrees that the provisions of 31 U.S.C. Ch. 38, Administrative Remedies for False Claims and Statements, apply to this certification and disclosure, if any. Date: Februag 24,2023 Signature of ont 'tor's Authorized Official Printed Name: David G. Jahosky Title: Senior Vice President Approved by OMB 0348-0046 RFP—Professional Services for Special Assessments Page 31 of 63 Request For Proposals: Professional Services For Special Assessments APPENDIXto 44 CFR PART 18— DISCLOSURE FORM TO REPORT LOBBYING Disclosure of Lobbying Activities Complete this form to disclose lobbying activities pursuant to 31 U.S.C. 1352 See reverse forblic burden disclosures . Type of Federal Action: 2. Status of Federal Action. 3. Report Type: a.contract a bid/offer/application X a. initial filing. X b.grant X.__....... b. initial award b. material change c,cooperative agreement c,post-award d. loan For material change only: e. loan guarantee Year quarter f. loan insurance Bate of last report 4. Name and Address of Reporting Entity: 5. Cf Reporting Entity in No.4 is Subawarde.e Prime Subawardee Enter Name and Address of Prime: Tier if Known: N/A Monroe County Board of County Commissioners 1100 Simonton Street f Key West, FL 33 040-3 1 1 0 � !L ct,i known. FL26 Co �ressionaC District, wn: 6. Federal Department/Agency: ilkno Con Xessional D .,rt 7. Federal Program Name/Description: U.S. Department of Justice Office of Justice Programs Bureau of Justice Assistance CFDA Number,tfapplicabCer: 8. Federal Action Number,ifknown 9. Award Amount,iftnown. BJA-2018-1.3626 13,982 mm�10.a.Name and Address of Lobbying Registrant m Individu—als�mmmmmm Performing� Services(including address°rf. (iindividual,last name,first name. Ml). different fretm No l0q) (last name,first name, n141),° NIA N"'A 11. n rmati section requested This s 11, information re nested through this form is authorized by " disclosure of lobbying Signature:' ' activities is a material representation of fact upon which reliance was placed by the tier above when this transaction Paint Name: David S'� was made or entered into.This disclosure is required pursuant to 31 V.S.C, 1352.This information will be reported Title: Senior Vice President to the Congress semi-annually and will be available for public inspection.Any,person who fails to file the required disclosure shall he subject to a civil penalty of not less than Telephone No.: j8 681 s3717 ate: Fe ruary_24. 023 $10 000 and not more than 100000 for each such failure, Federal Use Only Authorized for Local Reproduction Standard Form-LLL(Rev.7-97) RFP—Professional Services for Special Assessments Page 32 of 63 Request For Proposals: Professional Services For Special Assessments INSTRUCTIONS FOR COMPLETION OF SF-LLL, DISCLOSURE OF LOBBYING ACTIVITIES This disclosure form shall be completed by the reporting entity, whether subawardee or prime Federal recipient, at the initiation or receipt of a covered Federal action, or a material change to a previous filing, pursuant to title 31 U.S.C. section 1352. The filing of a form is required for each payment or agreement to make payment to any lobbying entity for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with a covered Federal action. Complete all items that apply for both the initial filing and material change report. Refer to the implementing guidance published by the Office of Management and Budget for additional information. I. Identify the type of covered Federal action for which lobbying activity is an&or has been secured to influence the outcome of a covered Federal action. 2. Identify the status of the covered Federal action. 3. Identify the appropriate classification of this report. If this is a followup report caused by a material change to the information previously reported, enter the year and quarter in which the change occurred. Enter the date of the last previously submitted report by this reporting entity for this covered Federal action. 4. Enter the full name, address, city, State and zip code of the reporting entity, Include Congressional District, if known. Check the appropriate classification of the reporting entity that designates if it is, or expects to be, a prime or subaward recipient. Identify the tier of the subawardee, e.g., the first subawardee of the prime is the I st tier. Subawards include but are not limited to subcontracts, subgrants and contract awards under grants. 5. If the organization filing the report in item 4 checks "Subawardee," then enter the full name, address, city, State and zip code of the prime Federal recipient. Include Congressional District, if known, 6. Enter the name of the federal agency making the award or loan commitment. Include at least one organizational level below agency name, if known. For example, Department of Transportation, United States Coast Guard, 7. Enter the Federal program name or description for the covered Federal action(item 1). If known, enter the full Catalog of Federal Domestic Assistance (CFDA) number for grants, cooperative agreements, loans,and loan commitments. 8. Enter the most appropriate Federal identifying number available for the Federal action identified in item I (e.g., Request for Proposal ( FP) number; Invitations for Bid (IFB) number; grant announcement number; the contract, grant, or loan award number; the application/proposal control number assigned by the Federal agency). Included prefixes, e.g., "RFP-DE-90-001 RFP—Professional Services for Special Assessments Page 33 of 63 Request For Proposals: Professional Services For Special Assessments 9" For a covered Federal action where there has been an award or loan commitment by the Federal agency, enter the Federal amount of the award/loan commitment for the prime entity identified in item 4 or 5. 10 (a) Enter the full name, address, city, State and zip code of the lobbying registrant tinder the Lobbying Disclosure Act of 1995 engaged by the reporting entity identified in item 4 to influence the covered Federal action. (b) Enter the full names of the individual(s) performing services, and include full address ifs different from I 0(a), Enter Last Name, First Name, and Middle Initial (MI). I L The certifying official shall sign and date the form, print his/her name, title, and telephone number. According to the Paperwork Reduction Act, as amended, no persons are required to respond to a collection of information unless it displays a valid OMB control Number. The valid OMB control number for this information collection is OMB No. 0348-0046. Public reporting burden for this collection of information is estimated to average 10 minutes per response, including time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding the burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the Office of Management and Budget, Paperwork Reduction Project (0348-0046), Washington, DC 20503 RFP—Professional Services for Special Assessments Page 34 of 63 Request For Proposals: Professional Services For Special Assessments RESPONDENT'S INSURANCE AND INDEMNIFICATION STATEMENT INSURANCE REQUIREMENTS Worker's Compensation Statutory Employers Liability $1,000,000 Bodily Injury by Accident $1,000,000 Bodily Injury by Disease Policy Limits $1,000,000 Bodily Injury by Disease, each employee General Liability, including $4,000,000 Combined Single Limit Premises Operations Products and Completed Operations Blanket Contractual Liability Personal Injury Liability Business Automobile Liability $1,000,000 Combined Single Limit (Owned, non-owned, hired vehicles) Professional Liability $2,000,000 per Occurrence $4,000,000 Aggregate Builder's Risk: Required Limits equal to the full replacement value of the completed structures Hold Harmless and Indemnification, Notwithstanding any minimum insurance requirements prescribed elsewhere in this agreement, vendor shall defend, indemnify and hold the County and the County's elected and appointed officers and employees harmless from and against (i) any claims, actions or causes of action, (ii) any litigation, administrative proceedings, appellate proceedings, or other proceedings relating to any type of injury (including death), loss, damage, fine, penalty or business interruption, and (iii) any costs or expenses that may be asserted against, initiated with respect to,or sustained by,any indemnified party by reason of,or in connection with, (A) any activity of vendor or any of its employees, agents, contractors or other invitees during the 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, subcontractors or other invitees, or (C) vendor's default in respect of any of the obligations that it undertakes under the terms 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 than vendor). The monetary limitation of 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, proceedings, costs or expenses relate to events or circumstances that Occur during the term of this RFP—Professional Services for Special Assessments Page 35 of 63 Request For Proposals: Professional Services For Special Assessments Agreement, this section will survive the expiration of the to of this Agreement or any earlier termination of this Agreement. In the event that the completion of the project (to include the work of others) is delayed or suspended as a result of the vendor's failure to purchase or maintain the required insurance, the vendor shall indemnify the County from any and al I increased expenses resulting from such 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, the vendor agrees and warrants that the vendor shall hold the County harmless and shall indemnify it from all losses occurring thereby and shall further defend any claim or action on the County's behalf. The first ten dollars($10.00)of remuneration paid to the vendor is for the indemnification provided for the above. The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements contained elsewhere in the Agreement. RESPONDENT'S STATEMENT I understand the insurance that will be mandatory if awarded the contract and will comply in full with all the requirements. David Q.Lahos Respondent Signature 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 Umbrella(excess)Policy $lo,000 (Occurrence) Professional Liability $250,000 (Claims Made) ............. Liability policies are X Occurrence X Claims Made Ames& Gough C AteVU4, Insurance Agency Signature Print Name: Evan Morris RFP—Professional Services for Special Assessments Page 36 of 63 Request For Proposals: Professional Services For Special Assessments ACKNOWLEDGMENT OF ADDENDUM As the person authorized to sign the statement, I certify that this firm acknowledges any and all addenda that may have been issued as part of this bid. All addenda are issued via www.demandstar.com ADDENDUM NO. 1 DATED 2/24/2023 ADDENDUM NO. DATED ADDENDUM NO. DATED ADDENDUM NO. DATED Date: February 24,2023 c� Applicant's Signature Dayid G. jahosky Applicant's Name Senior Vice President Applicant's Title Anser Advisory Consulting,LLC Company Name RFP—Professional Services for Special Assessments Page 37 of 63 ANSERAD-01 EMORRIS AcoRo CERTIFICATE OF LIABILITY INSURANCE DATE(M/202YYY) �--"' 2/21 2023 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Ames&Gough PHONE 703 827-2277 FAX 827-2279 8300 Greensboro Drive (A/C,No,Ext): ( ) (A/C,No):(703) Suite 980 ADDRESS:admin@amesgough.com McLean,VA 22102 INSURERS AFFORDING COVERAGE NAIC# INSURER A:National Fire Insurance Company of Hartford A(XV) 20478 INSURED INSURER B:Continental Insurance Company A XV 35289 Anser Advisory Consulting LLC. INSURER C:American Casualty Co of Reading, PA A XV 20427 1500 Mahan Drive INSURER D:Evanston Insurance Company35378 Tallahassee,FL 32308 INSURER E INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INSD WVD MM/DD/YYYY MM/DD A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE F_X] OCCUR 7011411355 1/17/2023 1/17/2024 DAMAGE TO RENTED 1,000,000 PREMISES Ea occurrence $ MED EXP(Any oneperson) $ 15,000 PERSONAL&ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 POLICY JECT- FXLOC PRODUCTS-COMP/OP AGG $ 2,000,000 OTHER: A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 Ea accident $ X ANY AUTO 7011411369 1/17/2023 1/17/2024 BODILY INJURY Perperson) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ AUTOS ONLY AUUTOS ONLY Pe,accidentDAMAGE $ B X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 10,000,000 EXCESS LIAB CLAIMS-MADE 7011652381 1/17/2023 1/17/2024 AGGREGATE $ 10,000,000 DED I X RETENTION$ 10,000 C WORKERS COMPENSATION X PER OTH- AND EMPLOYERS'LIABILITY STATUTE ER 7011411372 1/17/2023 1/17/2024 1,000,000 ANY PROPRIETOR/P /EXECUTIVE N/A E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDEXCLUDED? (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ D Professional Liab. MKLV7131_0005704 1/17/2023 1/17/2024 Per Claim/Aggregate 2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) CANAL RESTORATION PROGRAM, SEA LEVEL RISE AND FLOOD MITIGATION PROGRAM,AND OTHER POTENTIAL PROGRAMS Monroe County Purchasing Department is listed as additional insured for general liability when required by written contract. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Monroe Count Purchasing Department THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Y 9 p ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton St Key West,FL 33040 AUTHORIZED REPRESENTATIVE ACORD 25(2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD State o Florida Department of State I certify from the records of this office that ANSER ADVISORY CONSULTING, LLC is a Delaware limited liability company authorized to transact business in the State of Florida, qualified on September 19, 2018. The document number of this limited liability company is M18000008621. I further certify that said limited liability company has paid all fees due this office through December 31, 2021, that its most recent annual report was filed on April 22, 2021, and that its status is active. I further certify that said limited liability company has not filed a Certificate of Withdrawal. Given under my hand and the Great Seal of the State of Florida at Tallahassee, the Capital, this the Twelfth day of April, 2022 Tracking Number: 4541927154CU To authenticate this certificate,visit the following site,enter this number,and then follow the instructions displayed. http s://services.sunbiz.org/Filings/C ertificateOfStatus/C ertificateAuthentication i luilii i PROPOSED ROLE. l'N David )ahosky brings nearly three decades of highly specialized experience helping local governments become more efficient and focused on everything from staffing analysis to program and infrastructure funding and accounting. David brings highly specialized experience helping local governments become more efficient and focused on everything from staffing analysis to program and infrastructure funding and accounting. From studies to identify cost optimization and revenue recovery to grant compliance and performance audits, David has helped local AiNSER and state governments develop the processes and policies ADVISORY necessary for greater efficiency in human and financial resources. Most importantly, he has helped them develop hll>>l;l-.1'1011,� performance measures to ensure that goals and projects Master of Arts, Public are met. His experience supporting local governments Administration, University of uniquely qualifies him to facilitate community services, Florida, Gainesville, FL including disaster recovery, neighborhood stabilization, Bachelor of Arts, Public and revitalization and economic development. Administration, University of Florida, Gainesville, FL �r ��1�'�']'� �' � - ",111,T�� ` � ��°�� .�%.��,,;,,, Southern California Association of Governments (SCAQ, Y I 1 ' 0 F "'%I`I ,l°�aCI'll Electric Vehicle Charger Deployment Strategy, California 27 Anser is currently providing American Rescue Plan Phase I needs assessment consulting and advisory services and formulating a l '%I�(11 1 IIP'i spending plan for ARP funds for various municipalities across 4 the state of Florida. The team is currently identifying spending priorities by the United States Treasury expense category, geographic or census tract area, aligning to locally adopted capital improvement programs, and revenue loss calculations and reviews for collectively over $goo million in combined ARP initiatives. Clients include: City of Everett, MA City of Alvin, TX City of Scranton, PA Will County, IL Highlands County, FL City of Mascotte, FL City of Vero Beach, FL City of Titusville, FL Ocoee County, FL City of Lighthouse Point, FL Leesburg County, FL Jefferson County, FL Nassau County, FL City of Deerfield Beach, FL City of Destin, FL City of Fernandina Beach, FL DAVID JAHOSKY S 11111J,10 V ��7 D, I S,V H I�� G City of Lake Wales, FL City of Margate, FL City of Newberry, FL City of North Lauderdale, FL Nassau County, Prosperity Plan, Nassau County, FL Nassau County brought our team on board in April 2021 to help develop the County's Prosperity Plan-the local appl ication of the American Rescue Plan Act.As such,the Nassau Florida Prosperity Plan is an opportunity to leverage federal dollars to propel the greater community forward by expanding and diversifying our local economy, creating a more resilient economic ecosystem, facilitating equitable opportunity forwealth creation, and creating lasting public-value. The Nassau County Prosperity Plan has been constructed around five overarching priorities which are interrelated and additive — each build one upon the other to create a whole that is greater than the sum of the parts. Strategic Investment in Infrastructure Strategic Investment in Local Business Incubation, Development and Acceleration Strategic Investment in Revenue Stabilization and Diversification Strategic Investment in Leveraging State/Federal Programs and Liaison Services/Technical Assistance for Non-profit Partners and Community Organizations Strategic Investment in Economic Uncertainty Since guidance from the U.S. Treasury is forthcoming this summer, the Board of County Commissioners adopted the Nassau Florida Prosperity Plan to provide the guiding framework for developing specific strategic initiatives, projects, and programs aligned with the American Rescue Plan. No individual project, program or initiative will be executed until the County Manager returns with a further developed Nassau Florida Prosperity Plan that allocates ARP dollars to specific projects, programs, and initiatives for the Board's consideration. Jefferson County, CARES Act Program Administration,Jefferson County, FL Jefferson County retained the GSG team in September 2020 to administer the CARES Act program. GSG worked closely with representatives from the Florida Division of Emergency Management (FDEM) andJefferson County in developing CARES Act Program based on eligible and reimbursable expenditures that complied with Section 5001 of the CARES Act. As part of the County's CARES Act program, the team administered the distribution of assistance to individuals, small businesses, and non-profit organizations affected by the COVID-19 Pandemic. FDEM allocated Jefferson County$2.7 million and assisted the County in securing the allocated funds. The County allotted over$1.3 million for the individual, small business, and non- profit assistance programs. The County issued payments to qualified individuals, businesses, and non-profit organizations within four months. As an extension of the team, staff quickly, effectively, and safely assembled a team to work on-site at the County. To accomplish these tasks, the team had to develop new processes and procedures, navigate complex solutions, and coordinate activities across multiple levels of County government and FDEM. We leveraged its understanding of working with the local government and the State of Florida to meet required deadlines. Nassau County, CARES Act Program Administration, Nassau County, FL Nassau County retained the team in June 2o2o to administer the County's CARES Act program. Anser worked closely with representatives from the Florida Division of Emergency Management (FDEM)and Nassau County indevelopinga CARES Act Program basedon eligible and reimbursable expenditures that complied with Section 5ooi of the CARES Act. SANDINEUBARTH [J,IJ C� �'I A G l PROPOSED ROLE: [IROJ l�C OR- 11J l U I M Sandi Neubarth is the Assistant Director and a Senior Project Manager for the Government Services Division at Anser Advisory. With over 27 combined years of extensive experience and knowledge of local government, Ms. Neubarth's skillfulness is indispensable to Anser. As Assistant Director, she oversees and monitors the progress of all workflow and project scheduling between the consulting team and technical support. Ms. Neubarth also advises the consulting team and client regarding VL I any schedule modifications, requests for additional ,z-x iN S E data and clarification on information that is used in the ADVISORY finalization of reports and other documents. Ms. Neubarth works directly with the Project Team regarding schedule ��J)U C A-r o compliance, providing direct support to the consultants Bachelor of Science (BS) in and technical services personnel to advance the project Criminology consistent with client expectations. Ms. Neubarth helps to Course work towards. facilitate projects and provides quality control. Master's degree in Public Administration from Florida Ms. Neubarth hasservedasthe project manageron overloo State University service and capital assessment programs for governmental entities throughout Florida.Alongwith her vast knowledge Y 0I l E R I ",,J,C of special assessments, Ms. Neubarth has over 17 years 27 in the legal field with over nine years of experience as a paralegal to law firms representing various governmental YE,M"S wrn-i entities. 18 Ms. Neubarth has been designated by the Court as an "expert witness" in the development and implementation of government special assessment programs and other alternative revenue sources. She has testified as an expert witness and demonstrated knowledge of the special benefit and the fair and reasonable apportionment required to meet case law requirements for a valid special assessment program. AC C 0 00,""L USII1 11 III II`4 1 S Serves as liaison for internal departments for complete support, coordination of workflow and project scheduling. Involved in the development of over too special assessment programs including fire services, stormwater services, street lighting services, neighborhood improvements, roadway improvements, water and wastewater services, and canal dredging projects. Develops training materials and conducts training sessions for special assessment customer service phone banks. Created and maintains checklists to ensure all legal requirements are met, eliminating possible program risks. SANDINEUBARTH G I�011l lI I l"1lu01 OJl C (I I"OA G L� Established a project tracking system for monitoring status and quality control. Litigation Accomplishments: M. David Moallem, et al. v. City of Palm Bay, et. al., Case No. 05-2017-CA-37868, consolidated with City of Palm Bay, Florida v. State of Florida, etal., Case No. 05-2017-CA-041041, in the 18th )udicial Circuit, Brevard County, Florida Testified for City of Palm Bay, Florida SHANE BLACK PROPOSED ROLE. Shane Black is a Project Manager in the Government Services Division at Anser Advisory. As a project manager, he is responsible for working with clients to enhance revenue structure, Increase service accountability and streamline requested services. Shane has experience in economics, statistics, mathematics, and data extrapolation from his background in economic research and policy analysis. Since joining Anser, his work has been focused on city, county and special district revenue enhancement and needs analysis projects. Before joining Anser, Shane accumulated a working knowledge of local and state ADVISORY government from developing a complex analysis of public policy and an internship in the think tank industry. I, UCH 1 1`1011,1 Bachelor of Science (BS) �,oll lIl"P1� ll.Sllllll'. 1ll". al.n. degree in Economics from Provides support to Assistant Division Director and other the Florida State University Project Managers on local government non-ad valorem Master of Science (MS) special assessment and revenue enhancement projects. degree in Applied Economics Key memberof the projectteam responsible fordevelopment from Florida State University and maintenance of assessment programs as alternative revenue sources for fire, wastewater, stormwater, and solid 1 ,� 1 e 11 1 X1"1 1 11`lti�t;h: waste services. Z Highly skilled in research, data collection, data analysis and data reporting. While a graduate student at Florida State University, ,1 AR,, "�JITH 11 1'I developed a complex statistical and policy analysis of 1 the Florida DEP's Brownfield Redevelopment Program by comparing the actual costs of the program to the estimated benefits associated with brownfield redevelopments to date. While at the DeVoe Moore Center, provided research and data support for an ongoing project analyzing areas of sudden and extensive growth for relationships and trends associated with a wide variety of factors including demographics, crime rates, and ownership status. PROPOSED ROLE ") N E` A I"11 AI I Rashad Sapp is a Database Analyst in the Government »� Services Division at Anser Advisory. Asa database analyst, he works closely with senior database analysts and project managers to ensure the efficiency and r accuracy of project deliverables. With his extensive and diverse IT experience, Mr. Sapp is proficient in database administration, data analytics, programming languages, project management, and geographical information systems (GIS). Prior to Anser, he was concentrating on AiNSER systems implementation, database management, software ADVISORY development, and technical analysis for healthcare and manufacturing companies. h'11UC1;. 10 �� a ii�a r� Bachelor of Science (BS) �1��V�'l��0 �� ` ��'�� 1, degree in Computer Science, Worked in conjunction with software vendors, electricians, Albany State University site leadership, and management from sales and logistics departments to develop, plan, organize, and implement (1111-'. project tracking software for one the world's top cellulose zComptia A+ paper mills. Worked with a company's software developers and quality Meditech NPR Report department in lab to ensure all testdefinitions from previous Writing systems translated into its newly implemented quality check software. ` I ; 1 0 1 XPI 1�11"1�?C Developed interactive graphic map for warehouse storage 9+ area utilizing Microsoft Project. Analyzed and resolved a multitude of software/hardware issues for doctors, nurses, contract employees, lawyers, E A1 ,l lIt FI "I healthcare employees, and manufacturing employees. z+ Facilitated daily administrative change management meetings for discussing latest department implementations. Utilized the Toad database management toolset to manage SQL databases and optimize stored procedures. Work with warehouse transporters to ensure all electronic shipping documents transmit between various systems via FTP. Created a database for YMCA in VB.NET utilizing multiple files to keep track of employee personal information, weekly schedule, and time cards. PROPOSED ROLE. 1",,Iw AI " I Allan is a Database Analyst in the Government Services Division at Anser Advisory. As a database analyst, he works closely with other database analysts and project managers to ensure the efficiency and accuracy of project deliverables. With his extensive and diverse IT experience, Mr. Hernandez is proficient in database administration, data analytics, programming languages, project management, and geographical information systems (GIS). Prior to Anser, he AiNSER was concentrating on systems implementation, database ADVISORY management, software development, and technical analysis for auditing and sentiment analysis projects. ��Bachelor of Science �1��'1�,'�� I` ��'�� n �� Sao, (BS) degree in Chemical Worked in conjunction with software vendors, electricians, Engineering, University of site leadership, and management from sales, logistics Florida departments and other clients to develop data flows Integrated GIS into workflow for more involved data IFL.:JrTlllt Ill!l,yl processing. Professional IBM Data Processed millions of parcel records parcels according to Engineering Certification client preferences. Worked to troubleshoot and maintain too+ data pipelines Online Certifications for client contracts. includes training and project Analyzed and resolved a multitude of software/hardware work in Data Pipelines, issues and analyzed hundreds of pages of payroll data each DBE, NoSQL DBMS,Airflow, y p g p y Kafka, Hadoop, and Linux day to extract relevant data. Facilitated daily data analysis for audit purposes. l.S, �, Worked directly with clients and customers to identify and l 11 1 X I 1 1 Il`1=C satisfy their needs. 2 Became the top performer in sales within the first two months in a retail environment. J',I' %IT 11III�"'III >1 j' PROPOSED ROLE. 1",,Iw '41 Kelley Doll is a Database Analyst Administrator in the r Government Services Division at Anser Advisory. Asa database analyst,she works closely with other database 3 analysts and project managers to ensure the efficiency and accuracy of project deliverables. Dr. Doll is proficient 1 � in database administration, data analytics, programming languages, project management, and geographical information systems. Prior to Anser, she was concentrating on systems implementation, database management, and technical analysis for the public health industry. ADVISORY Ap;Qll`III'tII`"IL...IISIIIIIII'tlhhhh' II'�1I S I', "')U1;/;,1'1011� Coordinated activities statewide for reportable diseases with Ph.D. in Political Science a focus on reporting and surveillance, including conducting Master of Science in Political statistical analyses of survei I lance data to defi ne and monitor Science, Florida State the prevalence and geographic distribution of risk factors. University Performed activities associated with reportable diseases, Bachelor of Arts in including data analytics, monitoring data quality, Government, University of performance measures, creating guidance materials as Texas needed, providing training, and assisting with system development to collect and manage data. Collaborated with the DCHP information technology teams Y1"'A 0 F 1'A"1`1 1 I1~1°1111!C„ to design,develop,and code based on business requirements 3 for the DCHP as part of the overall strategic effort for integration and interoperability of its systems and software. �llt 1 IIP'i Initiated the development of a new research approach to streamline the collection and analysis of large datasets Coordinatedthe preparation of grant materials and literature reviews to increase efficiency and exceed deadlines. Collaborated with three fellow assistants to recruit 1,500 undergraduate students for participation in research. 77"7 .................. .......... .......................... ................................. .. ........ .............. . ........ .......... ... . . ............ .................. ......... ............ ............ ................ ................... ... ................. ..... ......................... ................... . ........... ...... ... ............ .................... .................. ......... ....... ............ .......... ............... ........... ...........................