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Item I4 BOARD OF COUNTY COMMISSIONERS AGENDA ITEM SUMMARY Meeting Date: November 19, 2008 Division: Growth Management Bulk Item: Yes -.L No - Department: Staff Contact Andrew O. Trivette AGENDA ITEM WORDING: Approval to advertise Notice of Request for Proposals to update the Monroe County Year 2010 Comprehensive Plan. ITEM BACKGROUND: The Division of Growth Management is seeking proposals to update the Monroe County Year 2010 Comprehensive Plan. The current Comprehensive Plan is based on a 1990 to 20 I 0 planning period. The intent is to expand this planning period to 2030; requiring review and update of the Technical Document and evaluation of the Policy Document. PREVIOUS RELEVANT BOCC ACTION: nla CONTRACT/AGREEMENT CHANGES: nla STAFF RECOMMENDATIONS: Approval TOTAL COST: TBD BUDGETED: Yes X No - COST TO COUNTY: SOURCE OF FUNDS: 148-51000-530-340 REVENUE PRODUCING: Yes - No x AMOUNT PER MONTH - Year - APPROVED BY: County Atty _ OMB/Purchasing _ Risk Management _ ~ DOCUMENTATION: Included X Not Required_ DISPOSITION: AGENDA ITEM # Revised 1] /06 RFP for Consultant Services, Comprehensive Plan Update NOTICE OF REQUEST FOR PROPOSALS Request for Professional Services to Update the Monroe County Year 2010 Comprehensive Plan The Board of County Commissioners of Monroe County, Florida, hereby requests, sealed proposals from Consultants and individuals experienced in the development of local government comprehensive plans. Interested firms or individuals are requested to. indicate their interest by submitting a tatal af nine (9), two (2) signed originals a,l}g?~even (7) complete copies of their prapasal in a sealed package marked 01} ,tile ()'utside, "Proposal - Monroe County Year 2010 Comprehensive Plan Upd9te'li:~ddressed to Monrae Caunty Purchasing Department, 1100 Simantan Str~~t;' RO()m>,1-213, Key West, FL 33040, on ar befare 3:00 P.M. local time an ..... ...r':J9.propasals will be accepted after 3:00 P.M. Faxed or e-maileg)Prop6sals will~~ autamatically rejected. Proposers should be aware that ce'ftain "express mail;' services will not guarantee specific time delivery to Key West. Bi'9Eida. 'It is}he sole resp6PI~iPiUty of each Proposer to ensure their proposal is received'inati~~IYf~~DJ9n. .._ Requirements for submission and..the selectionCrltyria may be requested from DemandStar by Onvia by calling',.1;:~OO-711-1712()'r:;.by going to the website www.demandstar.cam or http://WWW.T~nroecaunfv..fl.Qav/paaes/msd/bids.htm The Public Record is available at theEurch~~iJ:lg Office, 1.1.00 Simonton Street, Key West, Florida.";;)".,/,, .. -,,-'-"","--",-' r"</ '. ''':::-::::._..::.;.'.;:'C All submissions must.r~m8'ih~~!id for a P~r:(9d of ninelY'(90) days from the date of the deadline for submi9BiP:n stated@.t;>ove. Thea9ard will automatically reject the response of any person oraffilj~te. who"~ppears on tj-f~...90nvicted vendor list prepared by the Department of General$e.rviC:~B;',:.$J;3te of FlOrida, under Sec. 287.133(3)(d), Florida Statute (199,."(J.r08proe c'Q~t;1tYde818'r~~tQ.~fall or portions of the documents and work .papers aqpotherfdrrtl1%of dElliy~[ables pursuant to this request shall be subject to reuse by th~i~E,untY'i'. ',.:r! ~:.: - , ," - :.'-',: :.:-: ..:....: -. ..:-, .'.::, -' :'. -".>~:: " ':-,- .::: '.: :,'_:', Technic8'I)'gllestions are/19 be.aTrected, in writing, to Mitchell N. Harvey, AICP, Comprehens.i.Yf?, Planning Manager, 2798 Overseas Highway #400, Marathon, FL 'n" ----"'-_'.' 33050, or faX. to (;?05) 289~?536. '::;--.-'.-.'.' '-'-:-'-:' . ,,,-.. ......,.' .-' '--'-.'---'.' -.' . - - - . ..................... ........... .' --'. . '-'-'- -'." .. C".., ",;,-'."__';:0 c The Board reserve~~hyright to reject any or all proposals, to waive informalities in the proposals and to reiadvertise for proposals. The Board also reserves the right to separately accept or'reject any item or items of a proposal and to award and/or negotiate a contract in the best interest of the County. Interested firms or individuals will be evaluated and selected by a committee composed of the Growth Management Division Director, Engineering Division Director, (Acting) Planning and Environmental Services Director, Comprehensive Planning Manager, and Comprehensive Planner, or others as directed by the County Administrator. The selection and recommendation will be presented to the Board of County Commissioners for final decision. Dated at Key West, W:planning\working folders\harvey-mitch\RFP Comp Plan Update RFP for Consultant Services, Comprehensive Plan Update Monroe County Purchasing Department TABLE OF CONTENTS NOTICE OF REQUEST FOR PROPOSALS SECTION ONE - Instruction to Respondents SECTION TWO - Draft Agreement SECTION THREE- County Forms SECTION FOUR - Insurance Requirements W:planning\working folders\harvey-mitch\RFP Comp Plan Update RFP for CONSULTANT Services, Comprehensive Plan Update SECTION ONE: INSTRUCTION TO RESPONDENTS 1.01 DESCRIPTION: MONROE COUNTY YEAR 2010 COMPREHENSIVE PLAN UPDATE OBJECTIVE OF THE REQUEST FOR PROPOSALS The Growth Management Division of Monroe County, Florida invites firms and individuals to submit proposals to update the Monroe County Year 2010 Comprehensive Plan. In an effort to complete the 2011 EAR of the adopted Goals Objectives and Policies, also known as the Monroe County Year 2010 Comprehensive Plan Policy Document, the associated Technical Document must first be updated. This Technical Document is pres@ptly supported by a 1990- 2010 data and analysis timeline which no longer serves a~:a relevant basis for growth management decision making. The planning timeline is rec.9[pmeq9~,~ to be amended to 2000- ....," ,-'-- ,-. '.,;::"-"".- '''0'','-,'''''''-:' 2030. Several growth management regulatory progra.9)..~'aqd plan's~AV. e also been adopted ,._..,...._.. <co '-'__'_"""'" . -.-: ',-...,.. " , , ,~. ,:- ... '; -: /:':i:':'''':',:,''';''':'''., 'l "C',:::;-: since the initial preparation of the Monroe County Year>201'O"ComprehensiYe.Plan. They include: ...::__'..;:; -'~:': :co ",: ,:_,- ! .-.~,~ __._n," ..c-.-."..".,', ':".,"- ,......,..,-.,.. -,._',-," ..,._.,._..,.--Cc the Rate of Growth Ordinance (RaGa); the COYQtYt~ Tier System that evaI4~~~s and assigns :'.~:- ~',";':-:'.;::::':::':>__ : >'.7,.. -'-,:-.:::,<:.-:_:/_' development status based upon identified threateirie'dgreh'i::Ia,ngered spetes and wetland habitat; the Habitat Conservation Plan (~~P) and Incident~l:fu~ke Permit (ITP) for Big Pine Key and No Name Key; Livable CommuniK~Y~>:Rlans (LCP);qp'c:l,~tal Barrier Resource System .-.,,-:...,'-'-','_'_.-.'..'."n "'.-"';._-".' "',' '..--":-,'."..'.-,..--.,..',-., ,--,.",",..,:, ,',' '.,:..-~ -,"-:.:..-.:',.>:::.:.:;:::.._-,t::-" ":,.:;.-..;...--:::,-,-:,~:,:,:._,:,, (CBRS); the State mandate for central wast~Y,v'atei:~yst~ms by 201JJ;10-year Water Supply Plan; ~,.-.-., ';,:_,-_.:.:,.:',,;::,..-.> :-:.--,' ".,.'.' --.-.,.--....,.:,..." .. ...., - _, .'.'- ,', '_. .., _'..n' .. ~. .,' affordable housing requriements; workingw."aterff6ritg):J}IPf.jda Keys Scenic Highway and ":'_-' C",.:, T_::"'-:_.-": ,.:::'::":":::'-.." -(-': ,,(:./ '-:;:,:;.;'::'/ Overseas Heritage Trail; dl:;V~IOpm(;nt review oV~rsight by DCA related to the Florida Keys Area i,:'-: --'-.'.::--:-'_:--'<, -''-,''. of Critical State Congeth;.'.....9....nd th~~onroe CO~hbf ~vacuation Study and associated level of ..--,_. '.".'--". ....-. .--c_ -,-.-,,_ ,. ,,__.',_' service standards (LOS) f6thufriC~hEley<3cuation.;;These plans and programs directly impact .:'::_-':-:-._._.'.':'->,-c;:."-:-,<;::::.::.::-:-,:.':-:;:'i:::'::-:';:-~i.'-'_,_ :';:. ._..:-_.-.....,..-..-' .._....;..-_.,..--.-."_...-.....';-m.'c.,, ,__,_'c . -.. ',. -- -' , ..,. , . '. '-' . ,.... ..-.. , '~'.".-- .'.'. .... .'.' _ . ,_ ,,-'. 'f. .....-. , -. ..... .... ." growth and d.....,.e. yelopm@n........t............withiQiMonroe)'CoiliHty and should be considered as part of the .' -----,....' ... _'.._n. " . __.'n'. ..__...-.'.".... , . ~ . . .. '. . .-. .."n___ .. .. comprehep~iVe plan updatfJ.), ." PROJECT HfsTQ.RY .... "..-,....., -'-.'-. ..._.'_'... ._ ,;.c The Monroe Couhty:~ear 20S.P Comprehensive Plan was adopted by the Board of County Commissioners in 1993~~~,became effective in 1996. Pursuant to Chapter 163, Florida Statues and Rule 9J-5, Florida Agrninistrative Code, the Monroe County Year 2010 Comprehensive Plan is subject to amendment twice per year. Since adoption, the comprehensive plan has been amended twelve times. These amendments primarily addressed changes to the Future Land Use Map (FLUM) or Goals, Objectives and Policies (GOP) that were initiated by staff and the public. The Evaluation and Appraisal Report (EAR) for the the Monroe County 2010 Comprehensive Plan was prepared in August, 2004 and EAR-related amendments to the Gaps were adopted in 2006. No significant amendments or updates to the Technical Document have been adopted since the initial preparation of the comprehensive plan. - 3 - RFP for CONSULTANT Services, Comprehensive Plan Update PROJECT LOCATION Project Area The Florida Keys consists of a chain of thirty-eight islands approximately 120 miles long, connected by a series of forty-one bridges. In addition, there are hundreds of undeveloped offshore islands and a portion of mainland Everglades National Park located within County boundaries (Figure 1 INSERT MAP). The County is served by one roadway, US 1, also known as Overseas Highway which varies from two to four lanes in width. As the only available roadway and hurricane evacuation route, US 1 is the primary co~,,~traint to future growth in Monroe County. Geologically, the Florida Keys consist of the fS~,~mzed, remains of an ancient coral reef system. The Upper Keys display an outcropping 9ftH~>l<ey Largo Limestone which ""---'-.-, -..... .:; ::-;',~ 0 y' .:; _:: '_:,: ::";; C::',: .. ~,._:,:,-,. ",:', ;-_:::::: :,'~;_:_;';:-::': was the "backbone" of the ancient reef, and the Lower KeMs areoYi:lrlain by oolitic limestone ..=,.' "':':';--::.-.:--' <}, ":~'.-. 'c:::_:;.":':-,::-::";";:-,, : - - - "~ ''','- '-:':--' ':: deposits. The Keys are characterized by low relief (t1]9~HYI,ess than fiv~'f!3et above sea level) C,:'::/'-' ",c-,.::.::-::::::::-,'" ....,' .,;.-;... and the area experiences a subtropical savanna~type climate of warm sUh-im~rs,;and mild dry . .: ~-::'-/ :: ;::;_,:-~:: ~-:_~-:: '.": _ ' ~~, i; ~_ " , n;.;::,':, i.:::-": (~ ::: i:",':: :': ~ ~ ; . winters. Vegetative communities found in the Keysrag~~ fr(?["Q.lhprdwood hampiock forests and :'-:"0":'::': 0..;...-,:'..... ....-' .:'-:-...._-.-,.~ "-'".;;','- '-' pinelands, to freshwater wetlands, salt marsh, mangrove~;'~,gd beaches. ~'" ';::.::.::::'>~" '-.:'.'- ,'..-,.--...,,, --.; :.---~' , ..: .~ ., , '-'-",,' ..;.:'..-....'.. ".,.,.,._--_.,--,. ':'-..-.,-_:-....-..,., :'-"'''--''';'' .........,..-_... "--..-.,,".' , -.,:::;::" :'::': ~ ~ i : :': ..:.-_:;,:,.., '.,. .-."',..",, ..-....... SCOPE OF WORK.;i."'};"';'i'/; "':'~' ,.. :' ::-' --::.: '.. "..-- .._:? " ' -':..;'- .--.,:' .. , :,;.', ';: :-. .' .:-:: : :-:-:::': '. ~ ~ ,: :::::;~.: . . .. . .~ .. .. The project consists of four phases :';\,,1;', '" ," .;:7 . :::, . -. '..:::: .' " ~'C ::_.. . , .....-,' ....'.".-. .-'" Phase One, which is theprim'~~%,focus of tHi~,RPF, ";il(.)i~~ult in the update of the Monroe County ComprehensiveRI~~ Te~h'rii~1 Documegt, This incl'udes the following tasks: :- :,: ....' .'.:::'.- '--:-; :,,-..:. ...:.-_::...:::: ~ : -..:. :--., '-'..-"- " ',', -' '''--'-' '.-'. ''',',''', ...... · Amending thepla~Hil)gtimeij~~ from 1990-2P~b to 2000-2030; "-.'.,',.--, ..-. .- '.-'--.' "."-.'.'-',,'" "". - ',,'-,",- .'-.'.' .-'.', ::-.-:-_-:,:...:-:.'. '-"::'-:";.-""";_0'-:,.':'..'.-'.:.:-:-,_ .,:'., · Updatin~,P8PHleHon pr8J~9ti'8'ri~;b~~~(jHP8~ best available data; "'-' '''..-,._.--,'-'.-;....... ,-,.' '.- . Exi~Jihg land use4pg~te;" . .-.":.'-'.---.-. .-:: . FaCiH~i&0.~nd servic~~<~&eds ah~IY~is; . Reviewami~iUPdate O~i~he concurrency management system and adopted Level of Service standards; andii' , .. '--:." .' .. , -" -. . '-,', - ~ . ~.' - '", .- . . "'--'---'-.'-" .-..--, ',-.., "';'," ,....;-" .-.... ..' ",..--',.... ," . Update of the C~~it~lnmprovements Plan to address identified needs and deficiencies. . Integration of alLcurrent growth management plans and programs into a unified, user- friendly document. The following phases will require review and approval of a contract extension: Phase Two includes the preparation and submittal of an Evaluation and Appraisal Report (EAR). This EAR will review Monroe County Comprehensive Plan's Goals, Objectives and Policies and Future Land Use Maps based upon changes and conditions identified within the Technical Document Update. Phase Three includes the preparation and submittal of EAR-related amendments to DCA -4- RFP for CONSULTANT Services, Comprehensive Plan Update Phase Four includes the preparation and adoption of Land Development Regulation amendments that implement the EAR-related amendments, DELlVERABLES FOR PHASE 1 The preparation of an updated Technical Document that includes the following elements: . Population Projection Analysis . Level of Service Review . Facilities and Services Needs Analysis . Capital Improvement Plan Update .'i, . Existing Land Use Update", . Final Technical Document Update; . .... , _::::-::,?/:::'~'~:1r> '. ,.~?;,~ oC:_;::':)':;':':;:::;;}>" The County shall own the deliverables and shall hav~;$blerights to repl-i)g~8,e and sell any data ,,- :--.:-:; ':-:.-~.: :.:.;::.:,: '-" ':"::." ,.-,-.:",,---,'" "'".- '-':-':."'. or derivative information, and Respondent shall h;aveno copy,Jight or right f6s'ellJhe data set or 0,___....,.....,..-'",. "::" ....,_._....,.,::,.., . '. < ":':::;';";;- derivative of the data set resulting from this RFP,.,y' ,.'" '.,-",-.-:;-:".'... <-'....,-. ."'-:.:.-'.-'-'. ,-......-.. ,:,,;_,:::)c:-_,:::_:.'":;.(;_":,::o.,.;- :".<:~"""','::'o ":':"-'<-;':'::'.. - ., -" , ," -. , ".' ."'"'' "-.-",.." ...--" "'"_,",n, ,___.," CONSULTANT SELECTION AND EVALU~TIQN PROCESS;".." H ::-:'.' "';-:::'.'.i.:_,.~::'_-::':.:::".,:.>:::,~ .: ..._.-"...-:":_:...>~.:.-."_,, . ,...c. .',_;,"._:.__:,_,,'_._'" . '--'.--'..- ...--....-, ".,.c'....'..:-.::_,> ....._.._,' " , Proposals will be evaluated and selected'ii....,.at~:..~q~ltg!x:n. o.!ld~d meeting by a commIttee ., c'__, n".'n.".....,.c.." .;,.,' ..., .'._.",_.",' "n',.,,__.,._,.,___.._:,__._._..".;.:._-, composed of the Growth tI;1?fl;ag@[I1ent DivisidhiDr~ecto~:it~tUng) Planning and Environmental Services Director, En~jR~~~j~~i~;iyision Dire~tw, Com~~ehensive Planning Manager, and :_: :__; .n: _.:, ,,': ':::_-".' ~_, .-'_.:_ .::: ,_~ -'._.;'-'0 Comprehensive Planne'r:dr,iQthers)~s directed by':tfie County Administrator. If anyone of the ..:';::,;:-:::'i:,:,:,--::_, .-:,:.~i:,:.,::,:'..:::'::,::,-",:-:;:-~-.., ,--:,::::)' .:: c.."-.,.. .-.' . . : ,._. ,', .. .. __.' n~."':'"'' .-:._: .. . " _. '''~ committee memb~n:;)$ unavail~ble,lHeG(Qwth.Mi:magement Director, at his discretion, mayor ~...: ':' .-. ,-: .-.":: -- : -, ; --.- :: :_'.:: -':' -:.-", , ':..:::.'-:_:: '., .-.:_: c " -.,; :.: ,:.' ;-.,.- .: '_'.'-::: ::.: :.~,-~.. C._::"."_;:.::,:_::--:_.,'-,.::.'.:.::-.-:.,.;...-:,-.'-.':'::::.::_., . ".;::::'::.:,-_:<>_ ,; ':-:';;_.".;,:~:_:; may not d~~jgnaie'ari6tlli~y.:.per~6D',:.'~g serve on the committee. The selectIon and ranking recom[l1.~n~~tjon will be P~~~~flted t'b~fu~JBoard of County ,commissioners for final decision, If " " " ".'.. . -. . no contract2~~.:B; negotiatJ~ifith tA;~ first ranked proposer, the Board reserves the right to ...:.,.....:__.:_.;...... '-_'.....'f.' negotiate with thErg~~;select1~; proposer. Monroe County reserves the right to reject any and all submittals, waiveag~.:ifi[~gUlarities, re-issue all or part of the RFP, and not award any contract, all at its discreti.9r1 and without penalty. Format. The response, at a minimum, shall include the following in three ring binders with tabbed sections: A. Cover Page A cover page that reads "Monroe County Comprehensive Plan Update". The cover page should contain Respondent's name, address, telephone number, fax number and the name of the Respondent's contact person and e-mail address. B. Tabbed Sections Tab 1. General Information. - 5 - RFP for CONSULTANT Services, Comprehensive Plan Update I. The history of the firm, its corporate structure, and years in business, operating with the current name or any other name. II. A list of the officers and directors of the respondent. III. A list of shareholders with five per cent (5%) or more of the stock, or if a general partnership, a list of the general partners or if an LLC, a list of its members. IV. A list of any subCONSUL TANTs whom the respondent plans to utilize in performing its services. Tab 2. A section to address the following points: I. Record of performance and professional accomplishments including: a description of similar work completed by the firm, any outstanding accomplishments of the firm,and any outstanding accomplishments of the firm that relate directly to this type of work. II. Provide a reference for each work cited above, and any other relevant client references. Provide telephone numbers and contact person for all referE3;p9E':ls.. III. Technical, educational and training experience of the assig0ed staff and any anticipated subcontracted staff.,;<~'? IV. Describe the proposed function(s) of sUbconsultants:,'.!"..>;';::-/.; V. Additional information: Provide any additional pelji~eqt informatipp that would be helpful in the consideration of your response. /. r;,/i;.c;;. ;;.i/;... ,.......j'.?:.:t::::i,:-: c ~::._.' -, ;';:','_;' '; ..," . C.;'.:._',' ., _'_ ,:.: :; ; :,.~, C'._,__. "_____"_" Tab 3. Project Approach, Schedule and Fe~fi;'m',> \oi."'> I. Provide a description of the responde;nt's;s~'fYices {grPhase 1, includi'ng a statement that reflects a clear understanding of projecFQ~E39sbased on the sco'pe of services above, a work plan that detail~,the approach, ac~!~jties necessary and estimated time frame or phasing, total price,a...p..;.........~.:.........b........u.dget outlaysdr.........>.,R.....e....rcentage of fee required to be paid for each time frame or phas~:it9.fq.rnPlete the p'rqjE39!../ II. Provide a description of the respQndent:$!;services for Phases 2, 3, and 4, including a statement that reflects a clear und~rstan~!hg.8fr:>.g?jEJ-pt.needs based on the scope of services above, aWQrk. plan that def?ils>the apprQ~ch, activities necessary and estimated tim~fr1:lme.9r;Bhasing, totijf"price, ancfibudget outlays or percentage of fee required to l:>.e'p:aid for'ea~h time framepr phase to complete the project. ,,:.,,'__,-,_':_:.",__'''':. "n."..'n.';" ',-':0',: Tab 4. Litigation ';',i'" ..'i';.;" . . ..:':/ I. Has!bE3;!"E3;9R()ndentf:}~~r failedJ,,?'S9lJ1plete work or provide the goods for which it has cqptracted?\lfyes, prgyiqe details.r 11..f5.re there anyjd~~r;nents;:.8.1~!m~, arbitration proceeding or suits pending or "PPt9tanding again~t;the resppndent, or its officers or general partners? (If yes, pf'6~ige details. )i> III. HastH5t{espondent;~ithin the last five (5) years, been a party to any lawsuit or arbitratjq~.'fJith regard to a contract for services, goods or construction services similar tothg.?E3; reguested in the RFP? (If yes, the Respondent shall provide a history of any past 6npgnding claims and litigation in which the Respondent is involved as a result of the prOvision of the same or similar services which are requested or described herein.) IV. Has the respondent ever initiated litigation against the county or been sued by the county in connection with a contract to provide services, goods or construction services? (If yes, provide details.) v. Whether, within the last (5) years, an officer, general partner, controlling shareholder or major creditor of the respondent 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 the request for proposals. Tab 5. County Forms and Licenses. Respondent shall complete and execute the forms specified below and found at designated pages in this RFP, as well as copies of all professional and occupational licenses: I. Submission Response Form II. Lobbying and Conflict of Interest Clause - 6 - RFP for CONSULTANT Services, Comprehensive Plan Update III. Non-Collusion Affidavit IV. Drug Free Workplace Form V. Respondent's Insurance VI. Insurance and Indemnification Statement VII. Insurance Agent's Statement, and VIII. Professional and Occupational Licenses 1.02 COPIES OF PROPOSAL DOCUMENTS A. Only complete sets of Proposal Documents will be issued and shall be used in preparing responses. The County does not assume any responsibility for errors or misinterpretations resulting from the use of incomplete sets. B. Complete sets of Proposal Documents may be obtailJ~(j..jlJ the manner and at the locations stated in the Notice of Calling for QUali~ii~j~i~ns.' 1.03 PROPOSAL REQUIREMENTS ./.>',Y.I: "..:-.-:-::, .,:.:....-.-:.,::':'" ":'../:' .- -"C-':"':-' n",." "._. _.., ,".:;' " "'~. '",' ,"-- ..- '_ .","" _'d. "-' -""--"" See Notice of Request for Proposals. /. y;l\::.., "\.,'::>:. . '. . . '~,.,.,"' ':':";''; "." .;...'... ,:;....-..-, ,":"'-'" .;.."".-,- :.".:-::.'.:",:-.::,. . "~..,',',' ",.-.'"., '-,-"-.,--.--",,- Interested firms or individuals are requestj3cfto indicate.their interestby.:sybiTIitting a total of nine (9), two (2) signed originals and seveq:l~Z) cOt"!]pl@~e copies of f~@ir proposal in a sealed package marked on the outside, "ProPo~~b7;Monroe County Comprehensive Plan Update", addressed to M9~roe County PUt9~~sing Department, 1100 Simonton Street, Room 1-213, Key West,..6b, .... 33040, oncir:.:q,~fore 3:00 P. M. local time on .~piBr:8R9sals will be:~88~pted after 3:00 P.M. Faxed or e-mailed Proposals will be automa!:i.cally:r~j(:(~~~?..~.;' .-..". '" ::-':;':_:.::,: :::'_.'. ','J ',-' -, -".- -.-, .- -.. - .-. .. :.::::', ,,~__:c'.:.- ;_. '".... ~-.- .- _n:_. '. ~-.., 1.04 DISQUALIFICATION OFRESPONDE'fi.lT,!,;:/ ":". '..: :..:_~... c.:''- ,..-':,: -:._... _ . '.-- .-.- ";-;." c_.....-. ._'-,.-': '_:' '"','_.'" ..... . .~ .':::.. ::' ~ ~-:-.-: ~-:: :::: _'.-: ~.:::-.: -~ '" .. C .:- :" '...-...-.',..-.'....- ....... , "..-.," . ... " .. -" - -,'.' , .. ~ .-."-.,' . \<>~.:'_:,-\ .~::,:;, .""-'. '..' ,., .___-'..,'.",n '. .~,..-: -_~ : '_ - . m'." ...' '''-.'., , '-". - - "''" ., .". '=- ,--- ---', "":~,. A. NON-GdCG,~9}ON A~'FIDAVIT: AnY::R~rson submitting a proposal in response to this invitatiorl.rny~t.~~(:(Syty,the enc:]b'sed NON-COLLUSION AFFI DAVIT. If it is di$covj3fE;:ld thatcpllusiol1e~i$tsiarnong the Respondents, the proposals of all ,)parH2ipar1fq.,;in sUC'~,:c:olluSi()nShall be rejected, and no participants in such .'\:;:) collusion will be considered in future bids for the same work. .. --., ,: __ , .: : : '.~,'-"_ ':_.., ": .: .-':; :"::'.'. -. ; :.. .C._ _: :.:-::: .,~/ ",,'.,.",-' _.''''.'-,-- ',. B. ..~~BLlC ENTliI~\ CRIME: A person or affiliate who has been placed on the c()~xicted vendqr,! list following a conviction for a public entity crime may not subrj")i!:,a propo~al on a contract to provide any goods or services to a public entitY'n?9Y npt"submit a proposal on a contract with a public entity for the construCti8~.yor repair of a public building or public work, may not submit Proposals, on leases or perform work as a CONSUL T ANT, supplier, subCONSUL TANT, or CONSULTANT under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. Category Two: $25,000.00 C. DRUG-FREE WORKPLACE FORM: Any person submitting a bid or proposal in response to this invitation must execute the enclosed DRUG-FREE WORKPLACE FORM and submit it with his bid or proposal. Failure to complete this form in every detail and submit it with your bid or proposal may result in immediate disqualification of your bid or proposal. D. LOBBYING AND CONFLICT OF INTEREST CLAUSE: Any person submitting a bid or proposal in response to this invitation must execute the enclosed - 7 - RFP for CONSULTANT Services, Comprehensive Plan Update LOBBYING AND CONFLICT OF INTEREST CLAUSE and submit it with this bid or proposal. Failure to complete this form in every detail and submit it with the bid or proposal may result in immediate disqualification of the bid or proposal. 1.05 EXAMINATION OF RFP DOCUMENTS A. Each Respondent shall carefully examine the RFP and other contract documents, and inform themselves thoroughly regarding any and all conditions and requirements that may in any manner affect cost, progress, or performance of the work to be performed under the contract. Ignorance on the part of the Respondent will in no way relieve them of the obligations and responsibilities assumed under the contract. B. Should a Respondent find discrepancies or or omissions from, the specifications, or should he be in doubt as they shall at once notify the COUNTY. ~:: ~, 1.06 INTERPRET A TIONS, CLARIFICA TIONS, ~~DiAD[)EN DA _~ ,,".: '".'0" c- C.-."'.., -., ,:eo,...-,,:;':,:,.',-"",',_ ~:', '.' ,; -n-' "-: , . ~ .-,,-", _ . ..'.' ' No oral interpretations will be made to any Re~p()nden~i~~ to the documents. Any inquiry or request for interpretati9QT6ceived ten (10) more days prior to the date fixed for opening of responses will begiYE;ln consideration. All such changes or interpretation will be made in writin~in the form ()f~b?ddendum and, if issued, will be put on Demandstar, or mailed or'si:J.nlPx availablerry~?n8 to all known prospective Respondents prior to the establishe'q 'Pr6p9~Cl,Lopeninggate. Each Respondent shall acknowledge receipt of such addendaJ;in th~j.rp[9R,9~~t;<, Ih case any Respondent fails to acknowledge receipt9f'$,~ch addenda,pcilddendUI"fl;<nis response will nevertheless be construed as thouQhlfh~9"itJeen receiv~g and acknowledged and the submission of his response will c99~titute aCkggwledgmen("gf the receipt of same. All addenda are a part of the contract 'do~yrnentsi'?nd each Re::;p,ondent will be bound by such addenda, whether or not receiv~ci:bY<hll1)\,J.t.i,~the r~~ponsibility of each Respondent to verify that he has repeivE?dall addehdaissbetlbefore>responses are opened. .,'....-:....:..,.-.'__;..:-.,.:...-..:.._.....-,.. ...:.c:......:' c,;.:':.....,.,',.....;, .. .,.. ,. ,... .. ". . ____c-'.-- -',_;:,,-:<,_-,'::'_','.' "";''''-C'''.,> ._.......c __ '.'. ___. _". . ",__'''"n.'-.,_" ..'''__''._, ,:,.::,'::,'.' ._c._:..;....:.=:-:..:":-:..:.'_ >:'::-.:C_;,C.,-':':', .c:., ,.'.,,',._,._-,"c- .d,._.._.".., > .'.. __._n .," .:';', -:. ':.;'_:- ':: ".,:.. ,'-~., . :-:'; ': :-:-:-,: : -;', , _: .::-; ;." -. :::,~:;.;- :-:: ,: :.~ ~ -., :.:-:.. '-; :'.:-..:-, '.', . -.', '-'--'---.-.'_.-,-, ",.' .. - --' -- -- ,,~ ; . -- --, ' .,'_.' :'.____"n-...' __,....':..;., ,_" .:.,__.,:." .._..."_..__...." ,':._,_____,.'":,, :.c 1.07 GOYf;R.NING LAWS.AND REqQLATIONS ..'.'< The R~S89n.dent is req~1red to be familiar with and shall be responsible for complying with all fed~r~l, state,'flnd local laws, ordinances, rules, and regulations that in any manner affecttOE? work/ ..-'> 1.08 PREPARATION OF RESPONSES Signature of the Respondent: The Respondent must sign the response forms in the space provided for the signature. If the Respondent IS an individual, the words "doing business as ", or "Sole Owner" must appear beneath such signature. In the case of a partnership, the signature of at least one of the partners must follow the firm name and the words "Member of the Firm" should be written beneath such signature. If the Respondent is a corporation, the title of the officer signing the Proposal on behalf of the corporation must be stated along with the Corporation Seal Stamp and evidence of his authority to sign the Proposal must be submitted. The Respondent shall state in the response the name and address of each person interested therein. - 8 - RFP for CONSULTANT Services, Comprehensive Plan Update 1.09 RESPONSIBILITY FOR RESPONSE The Respondent IS solely responsible for all costs of preparing and submitting the response, regardless of whether a contract award is made by the County. 1.10 RECEIPT AND OPENING OF RESPONSES Responses will be received until the designated time and will be publicly opened and announced at the appointed time and place stated in the Notice of Request for Proposal. Monroe County's representative authorized to open the responses will decide when the spedfied time has arrived and no responses received thereafter will be considered. No responsibility will be attached to anyone for the prematuryQRyning of a response not properly addressed and identified. Respondents, or theiLButhOf1zed agents, are invited to be present.;:)>..;;:,,, 1.11 DETERMINATION OF SUCCESSFUL RESPONgENT," .". ;;; ,,-.,.",,,-- '." :',:"-,,.j:.:, The County reserves the right to reject an~yand all responses an~.t() waive technical errors and irregularities as may be d~.em~d best"':for the interests".Qf, the County. ...."...,..".,'...................-'.... ......... ..........................f'J Responses which contain modifications,aty)) incprfmlete, unbalanF8'd, conditional, obscure, or which contain additions not request~d().r1rregularities of any kind, or which do not comply in every respect with the Instructions~~{1d the contract documents, may be rejected at the option of the County:>>, . . '., -'.." ,':-:::''- :_:'. :~:-::-; , ".' ". ," ::::-:",-'_:..-' >, "",' . -. ...' '-" 1.12 AWARD OF CONTRACT')" "';:;" "':".:\ ;-';::_<':_:-:::':__:;::;'_>:=':'~> .c_./ ," ~ ,. '. ....... .." . . . - -' . '-'-'. .......... '_ ..__n._," . . . "...-' .~ A. The CountYJEl:;;erves the ri9'btto)waiv~ariY"\nformality in any response, or to :'_:::::_(_':'-'_:::::'_:::;-~"" __">":,:j :":-:_-.0 re-adv~~rsefor~Uor part of tn.r work contemplated. If responses are found to be aq9yptableq~;:;:the CountYi,written notice will be given to the selected Respongyl]t of th~award of contfflpt(s). B. If the awar8pf?'.:99mr?pt is angl1l1ed, the County may award the contract to < ,.~r1()the. r RespQQderifbr,tbgw,ork may be re-advertised or may be performed .i,)I:JY'otQ~E.gualifieCJ'f?ersonnefas the County decides. @:' A contr'a~twill be~~flrd~d to the Respondent deemed to provide the services .'<:/: which arelqthe bes,t"interest of the County, considering price, qualifications, i". time frame,~md othe(factors deemed relevant. D.<i"[he CountY~lso reserves the right to reject the response of a Respondent Wpqhas pr5!Viously falled to perform properly or to complete contracts of a simllB.[natyre on time. E. All respgpses, including the recommendations of the County Administrator or his d~$ignee, will be presented to the Board of County Commissions of Monroe County, Florida, for final awarding or othervvise. 1.13 CERTIFICATE OF INSURANCE The CONSULTANT will be responsible for all necessary insurance coverage as indicated on the attached forms. Certificates of Insurance must be provided to Monroe County within fifteen (15) days after award of bid, with Monroe County BOCC listed as additionally insured on all except Workers Compensation. If the proper insurance forms are not received within the fifteen (15) days, the contract may be awarded to the next selected Respondent. The CONSULTANT shall defend, indemnify, and hold harmless the County as outlined on the attached form. - 9 - RFP for CONSULTANT Services, Com prehensive Plan Update SECTION TWO: DRAFT CONTRACT These contract documents should be used only after consultation with counsel. The documents are not intended as legal advice appropriate to any specific situation, nor do they purport to address all issues which may arise between the contracting parties. The documents should be amended or supplemented where appropriate. MONROE COUNTY CONTRACT FOR PROFESSIONAL SERVICES PROFESSIONAL SERVICES TO UPDATE THE MONROE COUNTY YEAR 2010 COMPREHENSIVE PLAN THIS CONTRACT is made and entered into this day of' , by MONROE COUNTY ("COUNTY"), a political subdivision of the State of FI9rkJ~/whose address is the Marathon Government Center, 2798 Overseas Highway, Ma.rflthon'SJ9rida, 33050, and ("CONSUL TANT')}~hQ?e addre$s,..is Section 1. SCOPE OF SERVICES .... ::,:M___,_ "_,."__ ' The CONSULTANT shall do, perform and carry out ini:fi~r'R.~~~S18nal and proper manner services and deliverables as described iQ:~~e Scope of sery~0~~ - Exhibit A - which is attached hereto and made a part of this agreement~~8r~~entations ma9~,in t~e Response to the ;'::,',' "'.::":'.'-:::'::.':_:""'_-.".' ",'-';: :;.::..;'-'"-:...<0 ..~<; Request for proposals furnished by the CONpUL.T~~*.are incorP8faied herein as though fully ....:;..-.'..._,., , set forth.' ,,'ii"i,,;')" ;.-..~ .' :-, .. . :" ~,' -.: -. ; : ~.':- . : -.-.:.... . ": '."'. ~~, ,-:"-.:'~ .-'- - . ....... , . "., ..'." " .,.,;,' , ;.:-'.". ''-:','.:-'':'-'.:_,...--.' ".. :>' .. ."-::'./:.:.. '.-' Section 2. COUNTY'S.RESPONSfsILlTIES <\. ..,c.; ,",-,',-.__. . ..... '." ,:::.:_n'.......,.,....:._... '__,_0"__.' .....: 2.1 Provide all best a~~i1~qle dat?'a. n. d base m~~~as to the COUNTY'S requirements for .-....,..-.', ",-""-,,. . ";::""-'::-:: .:<":':--.;',;:.-,,:-,-,::,'-;',. .',','> . "_-." -'....,:.;...... :'-.. . , :.... .c, .. '-,' '_, _.... '_>: "::; ,._....; .-'_ :. ... _ ~; :? Work As~ignm~mts. [j'eslg'6atelnwritjQ~l,aperson with authority to act on the COUNTY'S .' ,:,;-;.-,::,_-.;~;'.<:::-;:':,.,:.:-...-,: <-':'~':''-:'.: '''; ::::::',: C;.', -. .. .,'..: ::>,:::-' ,_....,._.:.....,_...._.,n.:..T....._,,_, .'.,_n_.-,.... _"'0 ........'....., ':.,'-",....,-".-,.:.", ",..,",:'-'''. behqlfOn alllT1aft~r$90nceFt"iing. the Work Assignment. "'_'C_' ____,.___',,_ "_'__.'_".- , "'.'" " .' . .' ._n__' ...,,_,....._ _._,,_, ."n' ',-- ',__.-, "". ..... . , ""'-' ."..-.---. 2.2 F:urrlj~Dto the CONSLJtsJANTa.'llexisting plans, studies, reports, and other available data , .-. ".' .:.... ...,."..-....,., --,.:C."---.-.. "."., " "',' pertinentit~.the work, ari~j obtain or provide additional reports and data as required by the CONSUL TA~,~;,The ~rNSUL TANT shall be entitled to use and rely upon such information andsmD8ipes provided by the COUNTY or others in performing the CONSUL TANT'Sservices. 2.3 Perform such other functions as are indicated in Exhibit A. 2.4 Provide a schedule that is mutually agreeable to the COUNTY and CONSULTANT. Section 3. TIME OF COMPLETION The services to be rendered by the CONSULTANT for each individual work order request shall be commenced upon written notice from the COUNTY and the work shall be completed In accordance with the schedule mutually agreed to by the COUNTY and CONSULTANT, attached to this contract as Exhibit B, unless it shall be modified in a signed document, by the mutual consent of the COUNTY and CONSULTANT. Subsequent services shall be performed in - 10- RFP for CONSULTANT Services, Comprehensive Plan Update accordance with schedules of performance which shall be mutually agreed to by COUNTY and CONSUL TANT. The County shall own all deliverables, and shall have sole rights to reproduce and sell any data or derivative information, and CONSULTANT shall have no copy right or right to sell the deliverables resulting from this RFP. Section 4. COMPENSATION 4.1 Compensation shall be as follows: 4.2 There will be a 10% retainage by COUNTY until the project is complete. Because the work must be completed by , compensation shall be only for the amount of work completed, regardless of the cause of any delay, 1.:-::::':,; Section 5. PAYMENT TO CONSULTANT . ~~} ~:'~=i'j;' ~-:~ :,:.::.::: '.~;}: >'" ... .. 5.1 Payment will be made according to the Local,88x~tnrnent Pfb'rppt Payment Act. Any .. ;:,~':'J :'_~~. 0_0:::.:::.,':-:::':;::_" request for payment must be in a form s~ti$factorY,to the CountYI~t:rk(Clerk). The request must describe in detail the servI8~~..perf~:R~~,:d and thei~~IWrnent amount requested. The CONSULTANT must submit tot90,~rbjed Manager, Who will review the request. The Project Manager sQg}1 note his/her aPRr9~al on the request and forward it : ': c- :,-<;.:- ."_::-- . :~-",~,:.-.:. i:' C,::_:: ,_, '::: ,.-i.-.-:"'::":-~' .- -, _ _ .-:.-: _:,:_ ~ :': to the Clerk for payment. If reque~~fRtmg~~~ent is no\.(~~~Foved, the Project Manager must inform the CONSULTANT in'DNritihg..tha,t, must i.hdude an explanation of the 'c.,. .r: :',-..;', . ;: ',.'.; ;::: :",::.-::-,' ::: ~'., ", - - -. . -. - . . deficiency that cause9JQ~,disapproval:iqfJtJ~'~eq~@~t.::,,)::' ...'_:.__:_....,::..-.,;,-_-._:':._::.... c___,-----,-, c;:.. __;: .- _ '...._:_.. ;":'..'. "".':"__-' _ . '__. ...:.:, c : .-.~'-" 5.2 CONSUL T ANT 9@?Jfsubm:ftinvoices witt"l.^ progress" report of activities on a monthly or : .., : '. .:' '._~ . .., . '-: .-:: ':: ,..- , -, ~.. .: .: -~::. ::'-':,,:.::=,--:,'::;-_. '-:,,;--.:.:':--:' -.'-::-..., . otherwise regul~rb~~!~, until~he work underngjS agreement is completed. .:::-:=::''::-:.;::: - - -'->-:'-'>--,':::'~,,--:-, . , ,-,:'-, 5.3 Continuation of this cbi"}traqf'jsP9ntin9\3ntupon annual appropriation by Monroe County. .'.".'--"''-.::--:.'-:'--,:.-'-.:,::,'.:--.:: ."- -. '- ". . ".-. - - . ." . ..- : '. - --, ~ . '-.. . -. .'. " .. -. , ' . ~. -':::: -- -, -- ::, --. ., --' " .' , ,. -. -., '-. -, -" ..... ~ , -' - ., -. ., , . --. - .- Section 6..~bNTRAC+f~RMINAflbN ....--, ..--:'.:.---:_:''-':.-::,.-._:.:1_:'. . .. ;:'. '..'.: ::,:.: .:-- ':: ,.:>:, :): > "-::~., -.: ':-,..,: ::-:1 ; -, :;., :~':,-,:-r . _.,'-."".-'.,' .".".,'.'- ....:.,-.-, ~:-:::':-:::,::;"'.'- . ':"<':,-:::,,::::~, (,.,:::.,-: ~ The COUN%~.~ay termin~~~ thisdontract with thirty days notice to CONSULTANT, and will compensatetQ~(~oNSU7~ANT for work done to the date of notice. Either party may terminate this C()ntr~g~,:~@cause of the failure of the other party to perform its obligations under the Contract. Ifibe COUNTY terminates this Contract because of the CONSULTANT's failure to perform, then the COUNTY must pay the CONSULTANT the amount due for all work satisfactorily completed as determined by the COUNTY up to the date of the CONSUL TANT's failure to perform but minus any damages the COUNTY suffered as a result of the CONSULTANT's failure to perform. The damage amount must be reduced by the amount saved by the COUNTY as a result of the Contract termination. If the amount owed the CONSULTANT by the COUNTY is not enough to compensate the COUNTY, then the CONSUL T ANT is liable for any additional amount necessary to adequately compensate the COUNTY up to the amount of the Contract price. " II " RFP for CONSUL T ANT Services, Comprehensive Plan Update Section 7. AUTHORIZATION OF WORK ASSIGNMENTS 7.1 All work assignments beyond or in addition to EXHIBIT "A" shall be authorized in a signed document (Work Order) in accordance with the COUNTY's policy prior to any work being conducted by the CONSULTANT. 7.2 Additional authorizations may contain additional instructions or provisions specific to the authorized work for the purpose of clarifying certain aspects of this Agreement pertinent to the work to be undertaken. Such supplemental instruction or provisions shall not be construed as a modification of this Agreement. Authorization~~hall be dated and serially numbered. ~ (:. ::., <:.. '. "_ 0 ~ .: ~,., > ,:.:.",- ..ie-,- . :-..__.:':: :'_'__~': c_, '.-- ..,.-,' '-" ',.; ..,. -"-'-~ ... . --' ,"' '."__c,.+ .....'.,.,._,.." 7.3 The CONSULTANT shall not assign, sublet or traf1~fer any'[jghts under or interest in " ',.,.'-.-" . >. <,..,...., "'-''- - '. :~'.: ",' (including, but not without limitations, moneys tb~t:;h1~;~ beco~~dQ~ or moneys that are .--.~,.;," - ., ...,.;.--......-.;~ "-, ".,--",-"-,,, . ::'_-:'.'i" .- ;-_:._::~-..,::': ':::~, due) this agreement or subseq uent Work &~~fgnment without theWrl!tyn c:pnsent of the COUNTY, except to the extent that any;~~~i~Bment,.~'9qletting, or tr~~gf~;~ is mandated by law or the effect of this limitation may be rei~~i~~~~;by'l~w. Unless specifically stated to the contrary in any written con$!3G't;to any assignrr1~(Jt, no assignment will release or :-,':,,-,'-""-"";";".., ;--,.-.''':':-::'0 : :"::-:\'-":"<,:' :::":':;:_:,:-;" :,-~:-,:::: - , ",; :..; ;',:':, '::,"::'~ '. ; , ' ,:' discharge the assignor from any dutY;Orr~$pqnsibility und~'rthis agreement. """""""--." "',', :;.? '--. --.~ ... . " ' ~i:.:?, ,.)::,:::./. " ;':,:,::'::':::::'.:L~)>:;.:;).>,~"'<~/ >,.n ,'," >, .d',,,,,' 7.4 The CONSUL T ANT~gtE:j~1?Jhat no cha~g~~or clair1i~c:for damages shall be made by it for c,:<,,-::'.;;"'" ., ":',::.'.:.:::<,::---=:::,', ~'::.>_ ,<J any delays or hif"1q(~nce~~ttBibutable to th,E? COUNTY during the progress of any portion ""--'; '.,:':: ::.' ,'" "'''.~.' ,,', :. ".:: ,,::,::; ':'-: .- ,'::::: ':,::."-:';'::'.'., ~: ; ::, ':'i;': "'::.:\': of the services spepJfiyd in,this contract.t9tl'C:h delays or hindrances, if any, shall be :::,,;:,',',. ,:::':;:'.....,:--.,:::.:".,,'....-- 'co;::; compen~9t~8JqL by th~'gQUNTY'6y?Il,~~tension of time for a reasonable period for the / :::--:': :' .:,: .:.': -:':',:::' '::: ,:.:.' :.:' ,', '::-', . ',:' :'-- ,.;','" ,';''':':<'" , ' , >- ,',' ::":.":'~'- CON~6LTANT/t~"c:9mpl~t~,:'tbe work 'schedule. Such an agreement shall be made ',.";",--. '.'. ":..,,'.--', ':,::.'''''','',--< ',0--"',' '--.---.'--',"- . ".',-, . ," :~. .." :",' .:'.':,'.'.. >,','.':'J'" Qetw$~n the parties>' .'. ,,'.'. Section 8. NOTlq7~, f' All notices, requestsan~,,~~t.Qorizations provided for herein shall be in a signed document and shall be delivered or mailed to the addresses as follows: To the COUNTY: Director, Growth Management Division c/o Monroe County Growth Management Division 2798 Overseas Highway, Suite 410 Marathon, Florida 33050 And to: County Administrator Monroe County M 12 M RFP for CONSULTANT Services, Comprehensive Plan Update Gato Building 1100 Simonton Street Key West, FL 33040 To the CONSULTANT: or addressed to either party at such other addresses as such party shall hereinafter furnish to the other party in writing. Each such notice, request, or authorizatio:0..Shall be deemed to have been duly given when so delivered by hand, or, if mailed, when:~~posite,d in the mails, certified mail, return receipt requested, or by courier with proof of delive,.Qli' '.;. ,'" ~' :..,-:":<::,~ ~ Section 9. RECORDS.... CONSULTANT shall maintain all books, reco~gg;" and documents:alCyc:;tly pertinent to ,::_"::::i.;,, ".. ''':'::.::::-,"-.'':=>. "'0 ... n.", ___" performance under this Agreement in accordance~it~.~enera.".I:lx;.accePted acc9JjHting principles consistently applied. Each party to this Agreement or tH~fr,:~Lithorrzed represen'tatives shall have reasonable and timely access to such reg9t9s of each oth~#:'B~...rty to this Agreement for public ...,_,___-.",,-,_..-,0 ,.."_'_'.' . - - ,". "" " .. '.-' records purposes during the term of the ~g(~~mypt and for fdUr:ye,ers following the termination :;,(i}: '.. :~-;:::: ::_:.::::: i:"::: :.>~< '. ' .: ::,.;_ :-~.:_:_: :::";.j. of this Agreement. If an auditor employed:'~y th~gi(OJ;.lN!Y o.f/'Clerk determines that moneys :,"--.' ,,:-,-:/" .l::,':..,;:,-,-.',.....;:.....'.. < "," - . .." -", -. .-. . --- paid to CONSULTANT pursU<:!fltJo this Agre~rnen:rwer~~~~Ht for purposes not authorized by ..'::,:.-:.,:-':<':_-:::;'--'.-..:".:'" "::'::-"'::'0' :-,_.:-'; '." .;.:' ,::i:,:-;: :.:::'::.:, ::-,:.:.::.::':,:,:-,:.i,::,:; :::':; >:<_ '.-;i(.-.-:Y ~/;:f this Agreement, the C2litSUL TA~"D\ shall repay;;the moneys together with interest calculated ''''.''':'-'''' '--,--,. . pursuant to Sec. 55.03,FSt'f'Hnning:ftom the datet'~~monies were paid to CONSULTANT. ':,-,.:_.-,::-'>' :'-":....,-':"", '.-':';-,:',. ."." _:,. , .:~,:". _ _.:' ':.:- . ",.:_ _ ~ .'. 'C :-.,,_,-",'._'" ?,:::,-.;'.'....... __-,.. __n.c '--:::':.,:.',:-:::.:~. ,. ....-::::':.:::.'-,d,_., _ :,/./ :..","_,,, ",C,,'.J . .,: :::--::>~,.:,~__::--,::,-' C .,... '_., .: '-' '..'-.-, :~'-. '-.:.":':::::':::.:-,:,':'. ._"'..:;......:-,-",-."....'...,' , " . . ., - .. .,-""'-',-, . .".-"". .'__. , n..... ". ..'." . .- .,,' .- .., '- .. . .,.,.','-,' - .. ',:-:,::,-.:'-.,:, ;,"-;;,:,'; .-,."...,-'.- ,., .'" ,,'. ".' ,,'-,,-. ':.':-:?:."::'" .::".'.:':':'." ".,-'-,-. ,. .'_...._._.-.......' -,':,0-- , .'.., '.,. ,.-,-.,-"- -",'., Section 10. EI\IIP~~0'~ES S~~JECT TO COUNTY ORDINANCE NOS. 010 AND 020~1990 The CONSUL TANT''Wt:lrrant.?/that it has not employed, retained or otherwise had act on its behalf any former countY:O#i~er 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 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. - 13 - RFP for CONSULTANT Services, Comprehensive Plan Update Section 11. CONVICTED VENDOR 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 with a public entity for the construction or repair of a public building or public work, may not perform work as a CONSULTANT, supplier, subCONSUL TANT, or CONSULTANT under contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017 of the Florida Statutes, for the Category two for a period of 36 months from the date of being placed on the convicted vendor list. Section 12. GOVERNING LAW, VENUE, INTERPRETATION, c~S't$:~ND FEES This Agreement shall be governed by and construed in accordGm8~with the laws of the State of ..:....;",c "-'-"-,:.--0:.,:,. . .-" :_:: .'0' , _, :",: ..... ..,_~-,','.'_ Florida applicable to contracts made and to be performed e>~~ifelyin1!~~ State. In the event that ,'-.-.., ""---;.'::_:-" any cause of action or administrative proceeding::1~g:, irl'stituted 'fO'r>'"the enforcement or :,c.:.;i:;)"~: ."--'" - ""'~:-l~ '-':"':~:'.:i:.:::::+:)>:_ interpretation of this Agreement, the COUNTY anqh~()NSUL.TANT agree:tl}~ti,yen,~e shall lie in the appropriate court or before the appropriateaah1J~!~,trativ~;;ROdY in Monrd~>:Obunty, Florida. This agreement is not subject to arbitration.::';'>":;')" '> c' '''''-;-.::',;, Section 13. SEVERABILlTY::< ..">:".\) . " "".-'-'---- --,' ," , >.,_...._'''__ ,0 ",." If any term, covenant, condition or provisiorl'~f thiS~Q[F'~{l1ent (pr'the application thereof to any , .',' "-"-'-":' ".',--'. circumstance or person) shgUb~Ldeclared in'~~l.liq.6~ u~~Rf~tt:~able to any extent by a court of , . ,:_i-::~<:.::.'(.:;:::-:::::-:'.i;':- ::/:" :-:;:-::';,," ~ ~ '~?-':::~3;'!' ,; ,';i;>' competent jurisdiction,<tQg' remai,~ipg terms, 'iqpvenants:' conditions and provisions of this -".":.--';:"""::'. ",-,._-,'..;.- "':::>, Agreement, shall notbe~~~:fted t~ereby; and e~8~)remaining term, covenant, condition and ....:.-..-",...;',c, ,"':_-::-,,"_... ;:.'.::'::" : '.: .,"..' .___' ,_, '.: __. ' ;'" ~ c, ~ . ; :::',"'-,:-::<..... - :',':'::::-'-:':':::'--':::':--"."':; '-, ,"":' provision of this Agre,ement Sh;:III,hevaliq9n9~h911'be enforceable to the fullest extent permitted ....,_,.'::,.....-::-.::...:,.'-',~,. . -,':.:-,'.,:;/.,:.'-_._.., '-':'--_:_:':':':'_',<:',:-,:,::,;-,,-:"::::i' by law unl~j~;th~'~rifdfs~~~nt'6f~~~>,rem~iriiri'6 terms, covenants, conditions and provisions of this AgreElm~nt would preveot,the accb'mplishment of the original intent of this Agreement. The ~i)"';" ':"-:::-'_'::-::::L,::-,;:-;,.- ;':::::,::-~:;'-:-::-,(; - :'{:-:::ii::':;'= C '_:,'--'.__:':' ._"__..".,..- __,"',.'_. COUNTY andre..... ;QNSUL T ANt~gree tOreform the Agreement to replace any stricken provision ..-'---," ..-.,._.... ". -' .....--.... ..._,..--.. ,,-',-<,-"''''- "'.-""-.--' with a valid provlg[P9that com~*as close as possible to the intent of the stricken provision. - 14 - RFP for CONSULTANT Services, Comprehensive Plan Update Section 14. ATTORNEY'S FEES AND COSTS The COUNTY and CONSULTANT agree that in the event any cause of action or administrative proceeding is initiated or defended by any party relative to the enforcement or interpretation of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, court costs, investigative, and out-of-pocket \expenses, as an award against the non-prevailing party, and shall include attorney's fees, courts costs, investigative, and out-of-pocket expenses in appellate proceedings. 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. Section 15. BINDING EFFECT The terms, covenants, conditions, and provisions of this bind and inure to the benefit of the COUNTY and CONSULTANT representatives, successors, and assigns. Section 16. AUTHORITY Each party represents and warrants to ths~t~er that the delivery and performance of this Agreement have been duly authorizea.~Y()II~~,~~Ssary and corporate action, as required by law. " . .....<. " .<:=:.><-..., ,.,.,.,::.:::..:',"..':...,<.:::,-.,."..".. ................................ .......y....::y Section 17. ADJUDlCA......TldNOF~~S. PUTES d~,.DISAGREEMENTS . ...-','--.- .'......-....... " '. " COUNTY and CONSLJLT~N..,I agr~~'that all dispG~7.~..and disagreements shall be attempted to ..,n,_','. . _.. _._. ..'........... .."...,....................'............. ......... be resolved by me~t and cOhf~r~essipl]~q~tw~E:ln;representatives of each of the parties. If no -,",""''':''','-- -:'---:--""-':" -."-,-;.:...:.-.-,,,.;-..:.'_...-;.;-. '.' ., '.'. " -'-.' . '. -' . . .... .... ,.. '.. .' . . -'- . ,.,_.,~ "_.".' "._n"_" .....__"...,. __......_,,_ ._n,,',' :......::...<..-;..........:.::..:.,:....:':.::...'_...-..-.":'...::...._'.;.'.~:.'.:~....... . '.:-:_'.'._'.,.':".."':'.'.' _ .c,_< ;..:.c:.:..:':".;-;...'_.......'_:.-,:..':.<.' resolution c~pbeagfe~q':~g,on Wit.eip,30 days' after the first meet and confer session, the issue or issue~:~.~:~I.1 be discusse~:~1 a pdbfieweeting of the Board of County Commissioners. If the '.:. '.:::..:.-,-,,-,::;:., .::-,..;:.'...._,-... .:,'-:":---... issue or issUes......'iClre still not resolved to.the satisfaction of the parties, then any party shall have ....--.,--, ,-.,.., :':-_._,..._.....,: .n'._::-::...'::.'. . ....,,-,,'.',," --,". .,~.:',~, _'n.,." ......'.'..".......'.. '...................'. the right to seeksQ'tb relief or r~medy as may be provided by this Agreement or by Florida law. Section 18. COOPERAt~()N In the event any administrative or legal proceeding is instituted against either party relating to the formation, execution, performance, or breach of thIS Agreement, COUNTY and CONSULTANT agree to participate, to the extent required by the other party, in all proceedings, hearings, processes, meetings, and other activities related to the substance of this Agreement or proviSIon of the services under this Agreement. COUNTY and CONSULTANT specifically agree that no party to this Agreement shall be required to enter into any arbitration proceedings related to this Agreement. - 15 - RFP for CONSULTANT Services, Comprehensive Plan Update Section 19. NONDISCRIMINATION COUNTY and CONSULTANT agree that there will be no discrimination against any person, and it is expressly understood that upon a determination by a court of competent jurisdiction that discrimination has occurred, this Agreement automatically terminates without any further action on the part of any party, effective the date of the court order. COUNTY or CONSULTANT agree to comply with all Federal and Florida statutes, and all local ordinances, as applicable, relating to nondiscrimination. These include but are not limited to: Title VII of the Civil Rights Act of 1964 (PL 88-352) which prohibits discrimination on the basis of race, color or national origin; 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; Section 504 ofJbfJ;Re~abilitation Act of 1973, " as amended (20 USC s. 794), which prohibits discrimination0:~iq~,~~SiS of handicaps; The Age Discrimination Act of 1975, as amended (42 USC ss. 6101'~~.!07) wQ!%R,.prohibits discrimination on the basis of age; The Drug Abuse Office and J1f~~llJ;1~'ht Actdf.,,!h972 (PL 92-255), as :-' -. ;':-:....<..:':... !i:";-;;. .;:-:~::::::':;::_:.>c. amended, relating to nondiscrimination on the basi~;9f drug qbuse; The Cdm~['5lhElflSive Alcohol :"i.':"_::',::':',;,:,,:,:.:\.. ';:-:"~, '-'::.:-:::,:':,:-:::-::i.::~,:(:::'~' Abuse and Alcoholism Prevention, Treatment a.ndiR~~~.~ilit.~~19~.Act of 197~JitPL 91-616), as amended, relating to nondiscrimination on the basis ohi189~01 abuse or alcoholism; The Public Health Service Act of 1912, ss. 523 and;9~~,,:(~~USC Ss.6Qg~~~3 a,nd 290ee-3), as amended, relating to confidentiality of alcohol and drq~aq~9~eatent recOr9~;;Title VIII of the Civil Rights Act of 1968 (42 USC s. et seq.), as amend~direl~~i~~'tP;?9qrcjL?e~imination in the sale, rental or financing of housing; The ArnJ~tiG~p~ with Disa'6iUfi~~ Act~ft~9~'0 (42 USC s. 1201 Note), as may .'=::r:;.'-""-"-' '.'.::"-::'.:.<<.:-'.:::-:.::, ;-:,:.;>, ,:;<< , _.- _'. ,"~ ,. - _'_ '. '..' - ,'..".' ", .: n_' ., ".J '_'_."'__. '-.--..-.---,'.-' ,.----:: be amended from timeJ8,iime, relatiRg to nondi~9rimination on the basis of disability; Any other '.'--'-..--".',"-' ._'-;_...... .'-., ,_,:,"-.-"_--...:,'.,.,..,, ,..-__.;_.,c ,." nondiscrimination provisidh~in anY.,EE3deral or st~t&igtatutes which may apply to the parties to, .-.:_~; .-::: :.'-~::: _ ,: ::.:'-' ,_-::.-\ ::.:.:-:; :-c_-: :','_:- _ :_ ::,;_i '.".'. '.---..," -," -. . .---.,:.,:'--:-;-:::,:: ,'-:,:'--.':'.:'-/''':":.''"'-,.:-.: ..-,::-,_::::-,-:---,-_.-:,-:-,,:;::::-:-,--'."' or the subject maHe:cpf,.this Agre:~mer1t.. ............///' ..-. ':..--:....--.:..:..-.,., ::."'.'''''''';''-', .-- , .'.:., ,. . . . -.- .... .. -.... - Section20:"iCOVENANT OEiNO INTEREST " , .- '.: :-.: ...:_::' ...:.': " ; c::.;" !-:.:, :.-,:.- .~'_::,",__-;,-y .__.,____. .".."0 ".,_' " ... ..-. ., - '::::.:-:->'''>'', --:::,::::-'.:. -:.;:;' COUNTY and"~~~SUL TANT~pvengnt that neither presently has any interest, and shall not acquire any interestfi~~.iCh wogld conflict in any manner or degree with its performance under this Agreement, and th~t9Dlyinterest of each is to perform and receive benefits as recited in this Agreement. Section 21. CODE OF ETHICS COUNTY agrees that officers and employees of the COUNTY recognize and will be required to comply with the standards of conduct for public officers and employees as delineated in Section 112.313, Florida Statutes, regarding, but not limited to, solicitation or acceptance of gifts; doing business with one's agency; unauthorized compensation; misuse of public position, conflicting employment or contractual relationship; and disclosure or use of certain information. . 16 - RFP for CONSULTANT Services, Comprehensive Plan Update Section 22. NO SOLICITATION/PAYMENT The COUNTY and CONSULTANT 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 bonafide employee working solely for it, any fee, commission, percentage, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. For the breach or violation of the provision, the CONSULTANT agrees that the COUNTY shall have the right to terminate this Agreement without liability and, at its discretion, to offset from monies owed, or otherwise recover, the full amount of such fee, commission, percentage, gift, or consideration.', .'....;.,. "'_:':-,:.:::'~'-<::. .":--.' . . . - ~ ":--;,., ,::.-,:;-<-- ,- Section 23. PUBLIC ACCESS Ti/";U" ,"- ";;:::~ "":-,:<':';'::'-":'~ The COUNTY and CONSULTANT shall allow and pef:!#jtt~?~onable'~d'~~J?s to, and inspection :;_ i,-:'~'; ';;:'.'_:::'.: :::':::'-'~:~ of, all documents, papers, letters or other materials>iifits possession or und~'r'lts cpntrol subject :<~/:}: :':::::::,!/::it':/:__, _ -; ~,:~.:~::~: _ '., '~~::-r:::.':~:;,:!r,-?:':xr:); j to the provisions of Chapter 119, Florida Statutes,'atl9>;r:nadYiE9f/eceived bytDe' COUNTY and CONSULTANT in conjunction with this Agreement; ~:~a:....!fi.;.::'.~' COUNTY Shall/have the right to .. :::0- unilaterally cancel this Agreement upon S\QJ?tl(:m of this pro~j$i~nby CONSULTANT. : :.-.;~ ';-:::" '...:_ ~<.. "_c~ " . . .:; ':'/T<:;;- ::,:ii":':-,<}_;:~: "_, ":-~--;::~'::::,\: ~:::;'::~:, _ ."0 _ ::.::} ." -\ ....;:~:::.::.:.:::,':::: :.'._'ii::,^ :";':':',:-':-,'::,::)::::-'/ . '.-.--' . . -.' .-'- :'....., ----' -. .- ~",'. '''',' ',' . ",-::;:~\ '-~'.::- (".:':,;,:~-iii:'i~:::-::,:,:,~::':.::":.,, ':''::'::,::=j)-;' Section 24. NON-WAIVER OF IMMUNITY ..):";;'.:,....,,,. . '-.......'...~,.. . < '....'-...',: -, ..;:-:. :"". '.:'.: :.............':. .'.-~-' Notwithstanding the ProviS..........i......Q.... .P~'Rt........s.............f3...........c.. . 768.28,<~.I...o.... r'ida Statyte'S, the participation of the COUNTY and the CONSUL TA~J]i'~ thi~>'~b.\'r... eement a'~'c:l..... the ac~uisition of any commercial liability ...,'--.:,_:.-, ".--,-" ~, '-. .,:, ,'. -','.' .,."',' . '.' ' .' ,;J " ,.. , ~:,:::-., ., -,'-:, -:,'.::_:/":','_,_:.c- .';:::'_:".<:~ :';:_": ~ insurance coverage, s'elf-irlsYf<3.nce/S8y,l3rage, or 10S~r'government liability insurance pool coverage shaH.R8~"~~.9;~med;'~~~iV~f\6f.jrmm9ri\ty to the extent of liability coverage, nor shall ","'--,.--:.,'n":-"-'--""_'_"'-n'-_':_n, ."__'_'C'_"'" '-. any contrast,~hterediht8'~y:the CQqMTY be required to contain any provision for waiver. c..:.._....;',; ':-:'..;.;.....,';",'", <'-" .. .'._'. ...._n... .,_n.. ._..__ Section 25. PRlYILEGES ANO'IMMl.INITIES .n....__---',-. ............ 'n ___'. ..... '-"'.".'_." . ',...'........................ .-'.... All of the priVilegeS;~~~ imm~~ities from liability, exemptions from laws, ordinances, and rules and pensions and reliel,.;~i~?:Pmty, workers' compensation, and other benefits which apply to the activity of officers, agents;> or employees of any public agents or employees of the COUNTY, when performing their respective functions under this Agreement within the territorial limits of the COUNTY shall apply to the same degree and extent to the performance of such functions and duties of such officers, agents, volunteers, or employees outside the territorial limits of the COUNTY. - 17 - RFP for CONSULTANT Services, Comprehensive Plan Update Section 26. LEGAL OBLIGATIONS AND RESPONSIBILITIES Non-Delegation of Constitutional or Statutory Duties. This Agreement is not intended to, nor shall it be construed as, relieving any participating entity from any obligation or responsibility imposed upon the entity by law except to the extent of actual and timely performance thereof by any participating entity, in which case the performance may be offered in satisfaction of the obligation or responsibility. Further, this Agreement is. not intended to, nor shall it be construed as, authorizing the delegation of the constitutional or statutory duties of the COUNTY, except to the extent permitted by the Florida constitution, state statute, and case law. Section 27. NON~RELlANCE BY NON-PARTIES ~~;::-;'<j .:' i::;:;;"" .. ..~,' ~:c.:_:.::.,.. :, No person or entity shall be entitled to rely upon the terms, Of Sl,9Y '9t,.ihem , of this Agreement to ,:<":.,, ,,-;::'..-..-.,..... enforce or attempt to enforce any third-party claim or entitle~~'~t t~C~~;~Hnefit of any service or ,~':'::{h>_,_ C"::_"" .. ~- :,;:':::::i:!::ii::i~:> program contemplated hereunder, and the COUNTY~jg:~;1the,GONSUL T~~~>~gree that neither the COUNTY nor the CONSULTANT or any agent,:9ff1cer, or\7lmployee of eitli~r,sh911 have the authority to inform, counsel, or otherwise indicat~:i~~~"~~fu'cP:~9tJJ~r individual'~W;~~oup of individuals, entity or entities, have entitle~ents or benefits,8~,~er this Agreement separate and apart, inferior to, or superior to the commUl]tty in general orf8dtpe purposes contemplated in this ,-.- ;;<'.-;-.:'- '" .__'0 , Agreement. ':,:~-: ~:: ';, ::.:__::-.-::.: ' - < .';-,.'- ',:;';.--" "; '~'.; . . ... n_. .; '.. _' c,. .-:::-:; //,- ,--.-. .......h .- '-.' b ","," ";"-,:::-:,~':':,:L::::;:''::;>;:::-.:,-:_,::.:;> . '0"-,-".--.".',-,",-,,-".--,. Section 28. ATTESTATI~NS'i',,:.) "-;'::':'-::i?::',i.::::".-"::'/ ::.'i:.:,' CONSUL T ANT agree~t~~~ecute~~ph documeh'~r as the COUNTY may reasonably require, to . ,........,,'..,... ',-""_.- ',""'. . include a Public Entity cHm~t St~J~'ment, an Ethi~s~ Statement, and a Drug-Free Workplace Statement.'i'>. ...':c{ii>,,;P . '.' ~ .. '.-, '. - . - , . -., - -' - :..". --" . . .p':-":-:.'":'" :_::::~,::"y,c " . ..-.:..:,.... . . ',--;~: =:'_":,':"'.:.:::'.::.=_:-:.:.-.~:" ',~_.:-:, j C":': ~'" , .....,-..-.,'. ...' ."_ .' ' .~. , ,_ :'.._". _n. . -'. '."- - ~\. ';':.:;:_:.~."::;/, .':'-' '.:'_,':.';",i:"::':',:",'" ,;-"-.:";:', ,.., '-","" '-' on,"__ ....'..__.,.,'::",,' ,C.,-., ....'.-_...,'_,-_y "-.,- ',-,',.,-, Sectionc29;J~:~ PERSONAi...:~!ABILI~;:j' No covenant()r~flreement coqt~inedherein shall be deemed to be a covenant or agreement of '--.-,','--- . ,':' ,:::,:':-"'-::-:'-,::'~-- .: ::.<.:-_:: ,:; any member, offiCgf':i~;~ent or~,rnPIOyee of Monroe County in his or her individual capacity, and no member, officer, ag.~Qt.,9r employee of Monroe County shall be liable personally on this Agreement or be subjec~,t6 any personal liability or accountability by reason of the execution of this Agreement. Section 30. EXECUTION IN COUNTERPARTS This Agreement may be executed in any number of counterparts, each of which shall be regarded as an original, all of which taken together shall constitute one and the same instrument and any of the parties hereto may execute this Agreement by signing any such counterpart. - 18 - RFP for CONSULTANT Services, Comprehensive Plan Update Section 31. 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. Section 32. INSURANCE POLICIES Prior to execution of this agreement, the CONSULTANT shall furnish the COUNTY Certificates of Insurance indicating the following coverages or in excess thereof: · Workers Compensation in the amount of statutory limits as specified in Florida Statutes 440. .:.',. ~.;: ,;~-; ",,: :'.'., . Employers Liability with: ' $1,000,000 Bodily Injury by Accident;:,i/ i/"" c_.,"'_,_, ,;..,.....';> $1,000,000 Bodily Injury by Disease, P,.,..oli2~\Jimits;<~M'd>....,). . .:.-..,~>'__ '"' "'Co'::.';-.,_: . $1,000,000 Bodily Injury by Disea~~;'i~~6h""e;;'ployee."1~t>, '':''''_.,'' 0._>:,.:,.<_.- :,_, :::.~ ......'~.,.::........::':;-.;.' ...::.:;.....'..'.','.......:.;.,....c..... · General Liability (Premises operati09s'~'r,~I,e.nket c9ptractual, exp~Q'9yd' definition of <~i:>:'L:i!.:,:"_, ,!-'.'(::i'~:,:~o 'y:,;::,;--" property damage, products & completed operati.orts;personal injury}\vith: '"""::"'-':",:-?,;':-,:.:" $1,000,000 Combined,$ingle Limit." '.- - -~- ~ . Vehicle Liabilitywith:i..,';';;U" ',0. .......', "" .-_..,..,..,....,.._ '",'''''_,,'''_"_L', ~:_..~;:, -., ;":-::::":::':'::::'='::::''':'-:'':->~::-:-:'.- " . '::::,,=-,-:,:,,,_::,--::::,::::.:)' $1,000,000 combined sinr,n~ lirTlitp~,EOccurrenges/$1 ,000,000 Aggregate . Professional Uabili,~X:YY,ith: ':;;.;\(;,:t.)'J'/'t",;,;;;.,,/ $1.000,()66p~f:~c;.,currence; ~nd r..:_:,;^" :""',_.,,,-, $2 ,odd;g,~,~A9gi~~ate ,":., ,...,.;-:-....::.:. ".-".-' '" ..:':::.:~..,:,..':.:,:-':'_:::.>, '<:-::-:::":::'-:::,.';'/:'::.:,.::.':'.:::.'.., ,"-.".'."." ........... "-'- '.".," . ::': .-,:' : : ~:: :':' :._ : '. '.' '.::. . -' -,i' , . . - " . c . < ,.;.,- .' . "'. . . ..". ... ",;........ - ,-. ,~_...:.:_'..-.:_::.<-:;:.,:_-_c_'...'.,. ,'.-c,:,'";"::::.:,:'> ,-'. "--'-_.--'.".-"..,-."..,-.,-.:." "',.'--." . ..'. '-' '-'-'-" , , ""."_,_'_'"_'__"___',"_',"..., "._'_',._. 0 ~'" "':. - --' .- --.- - '. ...... - . ,,'- -'. ",,". .Y" . .... . . ~ .,- .--.....,... -,' ,.-,_.....-. ',"-:- '"''"'""'.' . . ',' '-.-.~ Section 33.,INDEMNjFI~ATrON'.", . . . ":-;::.-: ". ,..,. _" __'_' 'H_'___" ~: .'. :',. ,. . -...... .. : ." -'. . .. '.' ..".:.,." --", The CQN&0.~ T ANT does>b~reby6QQ$fint and agree to indemnify and hold harmless the ._:'j" .'-'.-,:--::-":::'.':.-::- -.-.:,.,:_<.::::.-- ,'='..,:-:;;':? , -....'.._;:;-:::_-;-:::-/,... .,'.-':-i::;::-.;--'-:.~ .,::'_:.;>' COUNTY, itS<lIJl~.~~,r, the Boara;i~f Coul'fty Commissioners, appointed Boards and Commissions, Officers, and theE.~~I~yeeS,~nd any other agents, individually and collectively, from all fines, suits, claims, demands)'..~g~igps, costs, obligations, attorneys fees, or liability of any kind arising out of the sole negligerit\actions of the CONSULTANT or substantial and unnecessary delay caused by the willful nonperformance of the CONSULTANT and shall be solely responsible and answerable for any and all accidents or injuries to persons or property arising out of its performance of this contract. The amount and type of insurance coverage requirements set forth hereunder shall in no way be construed as limiting the scope of indemnity set forth in this paragraph. Further the CONSULTANT agrees to defend and pay all legal costs attendant to acts attributable to the sole negligent act of the CONSULTANT. At all times and for all purposes hereunder, the CONSULTANT is an independent CONSULTANT and not an employee of the Board of County Commissioners. No statement - 19 - RFP for CONSULTANT Services, Comprehensive Plan Update contained in this agreement shall be construed so as to find the CONSULTANT or any of his/her employees, CONSULTANTs, servants or agents to be employees of the Board of County Commissioners for Monroe County. As an independent CONSULTANT the CONSULTANT shall provide independent, professional judgment and comply with all federal, state, and local statutes, ordinances, rules and regulations applicable to the services to be provided. The CONSULTANT shall be responsible for the completeness and accuracy of its work, plan, supporting data, and other documents prepared or compiled under its obligation for this project. and shall correct at its expense all significant errors or omissions therein which may be disclosed. The cost of the work necessary to correct attributable to the CONSULTANT and any damage incurred by the COUNTY as by such errors shall be chargeable to the CONSULTANT. shall not apply to any maps, official records, contracts, or other data that COU NTY or other public or semi-public agencies. IN WITNESS WHEREOF, the parties hereto have day of 200 . (SEAL) NTY COMMISSIONERS Attest: DANNY L. OF MONROE By By Mayor/Chairman (CORPORATE (Name of CONSULTANT) ATTEST: By By - 20 - RFP for CONSULTANT Services, Comprehensive Plan Update EXHIBIT A SCOPE OF SERVICES MONROE COUNTY COMPREHENSIVE PLAN UPDATE PROJECT HISTORY The Monroe County Year 2010 Comprehensive Plan was adopted by the Board of County Commissioners in 1993 and became effective in 1996, pursuant to Chapter 163, Florida Statues and Rule 9J-5, Florida Administrative Code. The Monroe County Year 2010 Comprehensive Plan adopted Future Land Use Map (FLUM) and Goals, Objectoy~,~ and Policies (GOP) are subject to amendment twice per year. Since adoption, the C9!Jlpreh!3nsive Plan has been amended twelve times. An Evaluation and Appraisal Report(~~R) was prepared in August, 2004 And became effective in 2005. EAR-related amendl1Jl::lptstq,,the GOP were adopted in 2006. The next EAR is scheduled to be submitted to the','FloridiilT'PElpartment of Community Affairs in August, 2011.'{v""";'<"\/'j'" No amendments or updates to the TechnicaJ;iiJ)ocumellt of the MoQr9E? Qounty 2010 Comprehensive Plan have been prepared since;th~,.Jgj!ial adggtion of the cO~pr~hensive plan. The Technical Document therefore no longer reflects'~xjf)itng,c6hpitions and projected needs of Monroe County and requires updating based on best a\.lail%~!r data and analysis. """ "-'-'-""':"'. , .,..,......-.-. PROJECT LOCATION ';;i]',..,..,";;;". ..> :.:."" . "c/,~":'__, . '.:- -:' .":.:;,. . "::_'; __ ;:: _c.: ::'_:. : C ,:,:,-,> '-::' '.-, ,--",::,",:,;-:-:.,:,' Project Area '.':, ....:T.;',(,'.....>' The Florida Keys consists of a chain of tfiirty~Elighfi~J~ng~.approximately 120 miles long, connected by a series off9rt~78Q!3 bridges. 'Im'addition,'the're are hundreds of undeveloped offshore islands and aportion'6f::mainland EVElrglades National Park located within County boundaries (Figure 1IN~E:~T MAP){i The Count~(:',is served by one roadway, US 1, also known as Overseas HighwaY, WQj8~, vari~~"from two tdJfdur lanes in width. As the only available roadway and hurri~ane evaCI.l~ti9hr9Yl7'il..J,R.1.)S the primary constraint to future growth in Monroe Countx~G,~819wis:ally,' th~Florida;Key~;tonsist of the fossilized rema ins of an ancient coral reef sY9tem. 'rhe.Wpper KeY~:9isplay an outcropping of the Key Largo Limestone which was the.,...'. '.P?... c.........k. bone" of the.'.a.....'.fl.......,.cien(r@..e....f.,....'.',..,.?nd the Lower Keys are overlain by oolitic limestone deposits.Tti~l'(eys are char~~erizedpY' low relief (mostly less than five feet above sea level) and the area~XR@riences a syptropical savanna-type climate of warm summers and mild dry winters. Vegetativ~fsommunjtiE:!~\ found in the Keys range from hardwood hammock forests and pinelands, to freshw~.f~Lwetl~pps, salt marsh, mangroves, and beaches. . ~:_-,,::::',:::" , --'-:. "_'..,_n.;.. . ..-.-........_..,_ ',__:_::'c SCOPE OF WORK?? The Monroe County Growth Management Division, Comprehensive Planning Manager, will serve as the project manager for the RFP and comprehensive plan update. All requests for information, contracts, change orders, and invoice submissions for reimbursement must be submitted to the project manager and approved by the Director of Growth Mangement. The project consists of four phases Phase One. the primary focus of this RPF, will update the Monroe County 2010 Comprehensive Plan Technical Document. This includes the following tasks: . Amending the planning timeline from 1990-2010 to 2010-2030. · Updating population projections based upon best available data; . Existing land use update. - 21 - RFP for CONSULTANT Services, Comprehensive Plan Update . Facilities and services needs analysis. . Review and update of the concurrency management system and adopted Level of Service standards. . Update of the Capital Improvements Plan to address identified needs and deficiencies. . Integrate all current planning studies and programs with the comprehensive plan, which include: the Carrying Capacity Study; Hurricane Evaculation Study; Local CommuniKeys Plans; Habitat Conservation Plan; Intial Take Permit; Rate of Growth Ordinance; Tier System; Monroe County 1 O-year Water Supply Plan; Florida Keys Aqueduct Authority 20- Year Water System Capital Improvement Master Plan; Lower East Coast Regional Water supply Plan; the Florida Keys Area of State Critical Concc~rn designation and work program; Working Waterfronts; Affordable Housing; the FlOrida. Keys Scenic Highway Corridor Master Plan; and the Florida Keys Heritage TraHMasterPlan. ~::,.,'~-::.::iT,:;.i:~ ).,~ ,.::".::-:;",'-.-."< ii.:::.:;-f'. .-:'::\:::'::"::.:_::.~_> . The Florida Keys are overlain with several layers ofgOverrim~'~!~1 jurisdictions that affect land use, such as: the Florida Deparment of G~wmy~ity Affalr~."and the Florida Keys Area of Critical State Concern; Key West N~yaIAir" Station; the'mlRrida Keys National Marine Sanctuary; the Coastal Barrier Re98,Urce System; NationafVV;ilplife, Sanctuaries; Everglades National Park; U.S. Fish and,'wi,18.l!fe Servi9:~ Endangered;i~:R13Cres Program; Federal Emergency Management Agency; Flofj~9St<3J~:Pp.rks; the Flo~[da Department of Transportation District 6; the Florida Departni@rTht,,~f Environmental Protection; South Florida Water Management Distris:t; and the Soufh,'~tprida Regional Planning Council. Develop an intergovermental coorc:l,ination processth~t includes Federal, State, and ""._-,-.-.,.,-'.':.".'.',- '-:c'.:''':.:::;''_ Local government agency participafiQrWiotOf3:land use de(5'sign making process. "-:'. <:.:--": ..::,:_:;::.:-:~--:<.. - -," ;:'-,-'::.:",':'..~ . :.......-,:',;.', ".,.-," c'--.' . Conduct public information and pubH~ inp9t'6bQrQi9?,ti6n, which may include: a plan update web site; P989E:l~tt.~ and blogs}/public visi9rling workshops; and presentations before the Develppmerif R~Ylew Committ~e, Plannihg Commission and Board of County Com m issione r$~:n;;"" ;.-;.-..-.::...::,- .-'--.-..-. The following phases will 'reqH.i,f~r~vl~"Y~nd,gPproval of a contract extension: The County reserves the optip[l:gf'qging w6*in-house,tl$.ihg another Consultant or terminating Consultant Services. ' -.;.;,----, ._,:.,i:;-,.,. .----.'. . ' , ; :-.-':_: ::-,.; ::'.-, - -:: "_: ::.-:.~:::::;, -. ':"::.: .:::: '::_; " :--_.-, ,- ,':- ; :,'--:-_....,..-... '.:,,--..",-.-.. ,'._"-'.....:.,,.: Phase TwdfQgl~des the prep~r?tion ab~submittal of an Evaluation and Appraisal Report (EAR). This EAR willr~~i~w Monroe ~8:unty C'omprehensive Plan's Goals, Objectives and Policies and Future Land Use,Maps baseq/'upon changes and conditions identified within the Technical Document Update.mh~ EAR i$due to the Florida Department of Community Affairs in August 2010. .-.-. " Phase Three includes the' preparation and submittal of EAR-related amendments to DCA. Following completion and approval of the EAR, EAR-related amendments s are to be prepared and submitted to the ORC, Planning Commission, Board of County Commissioners, and DCA. Phase Four includes the preparation and adoption of Land Development Regulation amendments that implement the EAR-related amendments. Following the adoption of EAR- related GOP amendments, amendments to the LDRs may be required to be consistent with the updated Monroe County 2030 Comprehensive Plan. DELlVERABLES The County shall own the deliverables and shall have sole rights to reproduce and sell any data or derivative information, and Respondent shall have no copy right or right to sell the data set or derivative of the data set resulting from this RFP. - 22- RFP for CONSULTANT Services, Comprehensive Plan Update Phase One Monroe County 2030 Comprehensive Plan Technical Document Update that includes the following elements: . Population Projection Analysis . Level of Service (LOS) Review . Facilities and Services Needs Analysis . Infrastucture Element Update . Capital Improvement Element Update . Future Land Use Element Update . Intergovernmenal Coordination Element . Final Technical Document Update Draft and final documents shall be submItted in both hard copy and in an electronic form that can be easily querried through an accessable search engine system, with@ tentative completion date of January, 2010. " ,-".::-':--'- ,,-:-:-,:,,:-,-...,:-;':.;, ,-.",..,. .',-,--.-.-<'-.-' ". "__n'.'" u:._,."c .<. . _ ,.. ,'-,,',,"' "-,.".,.'.'-. Phase Two ,,"ii, Monroe County Comprehensive Plan Evaluation and Appr(:ii,saL,Report'(Sf'\R), due to the Florida Department of Community Affairs by August, 2011. Tb;~EARwill assessal!'Mpnroe County Year 2010 Comprehensive Plan Policy Document Goal~{~bjective,p and Policies'q~~~dJ;!pon new data and analysis within the updated Monroe CopntYf830 Comprehensive Platlpechnical Document. This Phase includes the preparation of the'qt?ft ~*R.;'review by thejDevelopment Review Committee, Planning Commission and Board ofCQQ,nty Commissioners. Phase Three:/" ,',;>, ,,' Prepareation of EAR-Related Amendmentstpth~;,tyl8nroe CourltYQpmprehensive Plan. These are due to DCA within year after the effective,~ate~~tQ~~~,~." ,',,/ Phase Four ,'i:';;<? i:">'" Recommended amendm,~.rits toth~;~and Devel()8,ment Regulations (LOR). These are due within one year after the effeGth?~<;Iate oftg$ EAR-relateq,amendments. ." ~.-.-. ';', -:.: ":-'> ......-..,.. "'-',,;-"-', '. "~-":'(__:::?:_'" ._:,::,\,.',:.,.::...::::"" :"-':':~ 'v . ::-,::-::..-:\:~::..> :>.... -.;>': :../>'/ . . . -:: : - :': ~:'::, -, ,- :: H - 23 - RFP for CONSULTANT Services, Comprehensive Plan Update SECTION THREE: INSURANCE REQUIREMENTS MONROE COUNTY, FLORIDA RISK MANAGEMENT POLICY AND PROCEDURES CONTRACT ADMINISTRATION MANUAL Indemnification and Hold Harmless For .,'";. Other CONSULTANTs and SubCONSl{yrANTs .'-. The CONSULTANT covenants and agrees to indemnify/.@-rid':~9Jg harmless Monroe County Board of County Commissioners from any and all claim~: for b6oJ!~. injury (including death), personal injury, and property damage (including pro8.~l:1Y, owned b'~IMH.nroe County) and any other losses, damages, and expenses (includil1gYattorrley's fees) ". Wbil::h arise out of, in connection with, or by reason of services pXQyJded by.the CONSULT~~Ior any of its SubCONSUL TANT(s) in any tier, occasioned;bYQ~.!;lligenq~,.errors, or oth~r'wrongful act of omission of the CONSULTANT or its SubCONSUL TANI.s lo:ahy.tier, their employees, or agents. -,: ;'::--: ,:::,::::,!~-::: :_:,: :-~' ".""'-'C;", In the event the completion of the proje9tqo include the w6t~;.Rf others) is delayed or suspended as a result of the CONSUL TANT's failut~:.fR':R~rchase or m~it]1tain.,the required insurance, the CONSUL TANT shall indemnify the CountY'.RoIl')':?:PY and all inqt~ased expenses resulting from such delay. ":..-:'-:":__:";:'_>i::/_-:':~-: ..' ' ,,'.:. .-~ ~ :-,. '" r,' ;:i:\ ,:::~T/~. .~...':.;~:-:.,,:i-t"':::.:-i. ::~: '. - .,,-(- ~ " p , , ". The first ten dollars ($J.OI0Q}.;of remun~tati~n paid.,'to the CONSULTANT is for the indemnification providl;lgfor ab6v~.': " :j.~'::-::::".,:::;:':..::.:i::'k., ..:-<.~;.:j . . The extent of liability is i~09.:vvay.!jmit~d.to, reduc~d: or lessened by the insurance requirements contained within:'t~js"egreem~t]1h; ..,/0' ....-....-. - 24- RFP for CONSULTANT Services, Comprehensive Plan Update RISK MANAGEMENT POLICY AND PROCEDURES CONTRACT ADMINISTRATION MANUAL General Insurance Requirements for Other CONSULTANTs and SubCONSUL TANTs As a pre-requisite of the work governed, or the goods supplied under this contract (including the pre-staging of personnel and material), the CONSULTANT shall obtgip, at his/her own expense, insurance as specified in any attached schedules, which areT~de'<part of this contract. The CONSULTANT will ensure that the insurance obtaine9(i~iJ.1 extend protection to all SubCONSUL TANTs engaged by the CONSULTANT. As a~i.{;llterri$~i~~, the CONSULTANT may require all SubCONSUL T ANTs to obtain insurance consistypt,,*!th thea~~.~hed schedules. ,,~?-::t-::/?~~, ';~, ,_:-'.-.-,' 'c.' -.".,.:;..."::--u ........ . ....... The CONSULTANT will not be permitted to comm~8de work governed by}tb~~>,contract (including pre-staging of personnel and material) until satis.faqtp!'Y evidence of the reqlHr~q;insurance has ';' . ""_:~:,:__-";_:::y___ ;:_'<':::::~" ";:.-:,.-:,::_l been furnished to the County as specified below. DelaySjn thecqrnmencemenfof work, resulting ::.:-:':.'-::':'-::".:c. .-:':."'.-,:.;/ -.,"< :..' from the failure of the CONSULTANT to provide satisfactgt9,:'evidence of the required insurance, shall not extend deadlines specified int~i~; contract and?DM.. penalties and failure to perform assessments shall be imposed as if the wor~.q8rtlr:r;enced on tHe:~p~~ifjed date and time, except for the CONSULTANT's failure to provide satisfaqt6ry~\{j(;1ence. .<.< ';:'.~ T......c.i:.:'.-..::.:::.:.,_:.:' n,.", . . .... ,.,',,- >"- -',.-,',-"---'.' The CONSULTANT shall mainl~J9the requiredlb~~r'~nce.thf89ghout the entire term of this contract and any extensions specif..i.e.............;.9iritti.~........i......?......J....tached sch~............d. ules. Failure to comply with this provision may result in the immediate .s........l.l~pensionQ~:all work unlit.the required insurance has been reinstated or ...--:.::::'.....,':. '.-......:,...:-; ...:.: replaced. Delays in the COmpletion.Of work result.lb9; from the failure of the CONSULTANT to maintain the required insur~i1C..'.'...:~.'. s.h~jl:rl9t~)(tenq./deadlines specified in this contract and any . ..__.,......._. __,.,,'...._,,".__,'._'_....'._,...,....c_._ ...._' penalties and f.~.i19r.~'i.~8z.8.~rform.I~R?essmentsi.shall be imposed as if the work had not been suspended, ~06ePt for thei88?~SUL"-!Th.~T's failure to maintain the required insurance. The CONsD8~~.~T shall pr:~l~~j to t~~.iEb~nty, as satisfactory evidence of the required insurance, either: ....?H:>Oif '.:;c.':, ...'...-....,. -".-.' .... .'--. ..,. . . . CertificateigfJnsUrance Or . A Certified copy of the actual insurance policy. The County, at its sole option, has the right to request a certified copy of any or all insurance policies required by this contract. - 25 - RFP for CONSULTANT Services, Comprehensive Plan Update All insurance policies must specify that they are not subject to cancellation, non-renewal, material change, or reduction in coverage unless a minimum of thirty (30) days prior notification is given to the County by the insurer. The acceptance and/or approval of the CONSUL T ANT's insurance shall not be construed as relieving the CONSUL T ANT from any liability or obligation assumed under this contract or imposed by law. The Monroe County Board of County Commissioners, its employees and officials will be included as "Additional Insured" on all policies, except for Workers' Compensation. Any deviations from this General Insurance Requirements must in writing on the County prepared form entitled "Request for Waiver of and approved by Monroe County Risk Management. - 26- RFP for CONSULTANT Services, Comprehensive Plan Update WORKERS' COMPENSATION INSURANCE REQUIREMENTS FOR CONTRACT: BETWEEN MONROE COUNTY, FLORIDA,;",.. AND c"._:..;.-.c.- <..:::_:-__::........ c,..,....."o' '_.'."_._'_':'_0"' "_on .......... c;-_"::";' ':._,.,...,_.'..::.', Prior to the commencement of work governed by this contr~tt, th~r~Q,NSUL T ANT shall obtain Workers' Compensation Insurance with limits sufficienltd'crespondtfQ..Jhe applicable state statues. ,(::',:'_::.~~~{ c c'~:__; ...::;~, c_ ' . _, " ~ ~ " '" "~ In addition, the CONSULTANT shall obtain EmplbY~@.)t~iabilitY';i(1surance withilmits of not less than::}'/'.;>....... ..) . no C".". $100,000 Bod ily Injury by Acciderl't'i".';'\", $500,000 Bodily Injury by Disease,pOIJq~UJ11itsr/',./ $100,000 Bodily Injury by Disease, e~;~he~:I:~~~;:,<,i'/ Coverage shall be maintaineg,tbm'ughout theepJi[:etermof'~Be' contract ., '._. .',..0 ,C_:'._::,'- '-,...::=,,:....-::'.:::-..,:::. ",:,;:'. ., . ....._, _""_':'"._/.'.,'c '._:_<. ,,':':-.'" .,",-:._'..-.::......', ".;-::'^ ....."-'- -,--'.:'-.-.-,'.;" '-.'.' Coverage shall be proyjg~.gbY a c9tppany or coftlpanies authorized to transact business in the state of Maryland. "iz;\...",,>... .. . ~. '-. .. ."___". '_".n :-::.:_,:-:.=,::,;,':,.>-.:,;::.::-" '-"::-:.::--;.'.<<:':'.':-,:-;:-.-.--:':<.._:-:.'.:'_',:.-",,,,, '_::,::.',,:,: .,,'.-.- .., ..,-".__... ". If the CON~M~+ANm;"Q.gS be~~,:a.pprOve8Hy the Florida's Department of Labor, as an authorized,gelf-insurer,th,~younty'i@q.~11 recognize and honor the CONSULTANT's status. The CONSU,4m~~-r may be requiGffd to sUpQJWa Letter of Authorization issued by the Department of Labor andCii'~ertificate ofl~suran.ce, providing details on the CONSULTANT's Excess Insurance Progr<i:ftI:, 'j'i: ._-,.' . . ..-. -',.,',-., , :::-,-:. ._--,,' -',. ._",--.:,'--,'. :."-,, .....'- -" . ."','_ ._',',','C If. the CONSUL TANTpgrtisip<:ites in a self-insurance fund, a Certificate of Insurance will be required. In addition,t~~,'CONSUL TANT may be required to submit updated financial'statements from the fund upon request from the County. - 27- RFP for CONSULTANT Services, Comprehensive Plan Update GENERAL LIABILITY INSURANCE REQUIREMENTS FOR CONTRACT BETWEEN MONROE COUNTY, FLORIDA AND Prior to the commencement of work governed by this contr~8t:n1'~.<:;ONSUL TANT shall obtain General Liability Insurance. Coverage shall be maintained tf1~Pughciutti;le life of the contract and include, as a minimum:'. "::":;:'.:,:-.:',' . Premises Operations ... '.. · Products and Completed .. · Blanket Contractual Liability . Personal Injury Liability · Expanded Definition dff?er9perty "'-".'.",--.' .-'--'." .. .... ,'"n_,. ,""\ '-;-".' -:-,-;".'.:":""'- The minimum limits acceptable shall be:h\i/i"....i no ",_'_;__.' _:::;-..:-'..' ~'-';" _.,:,:--y~",..,; ::"--;":'::':'.-':'>::". . ,:,'..~, ..:.' _ ,c . _ . _._' . ',_ ., $300,000 Combined!~"m~I~>.~imit (CSL)'.,.;i" . '.',' '::,:,:<':~ ~---.:.\ . -- . . "..,-'" '-"--":",---'- ,-':-: If split limits are proviged;C'tQe minirt)g,m limits acceptable shall be: J, '-'::::":':-;.,;'.;:'::.:i-: ::,::0'::- ; ~'; ':":_"","",.; ;',~" ;:.:::_:_::::;, :>'-i::-; "::.:_.;.<:n:.;";' .' --...- .-. ..~" . . . :-'-'.- '---.' --.' ". ... - .- . $1 00, ooop~r.~ersori::i./i;.:!' '.....,...............,: $300,g9oper~~8Hrrence:.>, $ 5.Q{OOO Propei'tyPA[lageC"'o;, '".-"," . . ",..., C_'_;' . .. An occur~eri8~g~rm p"olicyi~..weferrEld. If coverage is provided on a Claims Made policy, its provisions shoUlq.i8?lude cover.~ge for claims filed on or after the effective date of this contract. In addition, the ped9~for whi99iclaims may be reported should extend for a minimum of twelve (12) months followingtp@.8cc;:eptance of work by the County. The Monroe County Board of County Commissioners shall be named as Additional Insured on all policies issued to satisfy the above requirements. - 28 - RFP for CONSULTANT Services, Comprehensive Plan Update VEHICLE LIABILITY INSURANCE REQUIREMENTS FOR CONTRACT BETWEEN MONROE COUNTY, FLORIDA AND Recognizing that the work governed by this vehicles, the CONSULTANT, prior to the commencement Insurance. Coverage shall be maintained throughout the life as a minimum, liability coverage for: "::-:.-.:-:;.-:.::::..'.-.-;;.:::.:::.',> · Owned, Non-Owned, and Hfr:edV~hicles ..',-:",.- "-".-,,.'.-:.;.-, -,--" ..- ..," The minimum limits acceptabJ~.!&Qall be:' .............. . ". ~ ,.- c-: " -::.' : :_": ;- -' _ :. ,- ::_}, ':. ,_-~-:_:: ::;;';'_ '::--;:'._';':::, :-:~. $300,000 Co~~i~ed Single Limit (CSL)> .... .,'.":..,-.<.:,," "'-';':.',,> -. .,.,_n_,_..:..:'., :,",,,_ ;.",.;',_,__C . '. '.' --. ., -.- -.-' . .':- .,' . ' .-. ",-,~' ' .............'...... ..................... ......'.-....'... If split limits are provided, them.ini91~mlimj!e.~~S~pfable shall be: " .'.',""-,-'-.,-,'".,'".-,, -..-,','..-" .. :.:....'." : ., -: - " .- .- -:': '. '::: :::- - "_::' : ,"-..-, .. ......;:::.:,.--~: ......................................................... .-...........!...................... .........i~~~~:~~~ .~:~~~~~~e.~d~;....i........ ... '. '$29,000 PropertYrll?mage/ ".'. .,'.,0,.' .,'.'---" ,.,;.-.'-.-::,-, -,::---.^:+ The Monroe C6tioty;Board of 9g'unty Commissioners shall be named as Additional Insured on all policies issued tb~~f::i:fY t~~.above requirements. ..'-.'.--."'- -.-'. .-:..::.::-:.::,:-,:,:::-,,-):;':::-::-'-',.... - 29- RFP for CONSULTANT Services, Comprehensive Plan Update MONROE COUNTY, FLORIDA RISK MANAGEMENT POLICY AND PROCEDURES CONTRACT ADMINISTRATION MANUAL WAIVER OF INSURANCE REQUIREMENTS There will be times when It will be necessary, or in the best interest of the County, to deviate from the standard insurance requirements specified within this manual. Recognizing this potential, and acting on the advice of the County Attorney, the Board of County Commissioners has granted authorization to Risk Management to waive and )l1odify various Insurance provisions.! .'. Specifically excluded from this authorization is the right to waiyf,iTi ,(ft,.".., e,_,"._,. ,_.,n ,.... ... .-'"., cc_- ::'-" ~:..: c _.'", ' ;._, . . ",':-,'-, '."'."-"-',-... n',_.__,' _","._",'." . The County as being named as an AdditionaIJn~;~~ed - 'l'fT~J"i'~tter from the Insurance Company (not the Agent) IS presented, statingitR~r;they are unabi~hqr unwilling to name the County as an Additional Insured, Risk Management has beerigr?pted the authority to waive this provision."'" 'i'",) :';-<-,';:::\\ ~,<';i.:;::c":;; ":':"\~~ And ". ...... .... ,-:.:._, ',';'., ',-:-;..-'--." · The Indemnification and Hold HarmJ~ss provisio~s!:j > "'-.' .,',',.,,-.y.-'.-.-.,,-.-, -..-'---....--. , Waivinq of insurance provisions could eXP8seth~1Countv to e6bnomic loss. For this reason, every attempt should be made to obtain the~,~andBrdln$~r~nFerequirements. If a waiver or a modification is desired, a~~~H,p~t for Waiv~~jof Insur~nce Requirement form should be completed and sUbmitteq,torc()dsi~~r. ation With't~,e. proposal. .'.,_.::.,",'.. n,_,'__"_", _' After consideration bY~i~~~ana~~ment and if't;~pproved, the form will be returned, to the County Attorney who will su6,ooJt tria'YVeiM~r\l"ithJhe other contract documents for execution by the Clerk of theGollrts;,.., ~.-::-:~.-:..' <-;" ;..:; ."-":::'-,:_::.' :'.; ::.:~ ::: :::<'. '-' -. - '.--' -' ~-::. . -_no '.-:," ~ ." ..... . _:: ....:: co";: :'; -.-.-: :. ;,~, . ,...,..::......-,....:....;..), ","_ ._n ..".._.... ...'.'_ ":"n_.' ,..._..:..,...'.'.._..... .,......_.,'...._..._, .,,',". .-'.-_.,:..._.'.0-.:-.... '".:."0"'._',.-_. Should R.iB~JManagemenfd~!}y thiS\ll{~i'{~r Request, the other party may file an appeal With the CountYiAdrtHnj,strator or the~9ard 6f€ounty Commissioners, who retains the final decision- making authority.. . .. :'.::i-,-:.;-:;':: ":;::::.-;):), - 30- RFP for CONSULTANT Services, Comprehensive Plan Update MONROE COUNTY, FLORIDA Request For Waiver of Insurance Requirements It is requested that the insurance requirements, as specified in the County's Schedule of Insurance Requirements, be waived or modified on the following contract Consultant Contract for: ,. -: "..'.. ' -- ,--'- - '.--~. " Address of Consultant::'" c<-\~, '~'::,':.~:::::_::'.\ , .' - '.:: :"::: : :':-; 0 ".. - '~": '~,.-.' ~ <:.~-:;7 _",...,:>:.'. ... \::_;::.:-:':~-(>, . .. :':_:.::::'. c ~:,.., co;, ,.C"-._. 'c Phone: .oJ' "" Scope of Work: ..,..... . ..~'., ""C:.: .:' -:.,'_::.~ :::.'.':' ,-:,::,> o":.:C:':,-':-':.-:_i''",,".;,_,::+ c.__" ..:........,'..-':.,'.c... .. ...'-.--......;.. "<,.\ ,. :.:':; :"";-;;_:>:"'::."-~:-'"' .-.- .-...:~ ",' . "...,n._.'."_. '."_.. "__. ..C_' ..'p. '-- - .... .....-.. '-.. . - ..""." ',-:-' ... " '--,:-":"""~ . ~ . .. . .. ',"< , . - -- . .~ c,__",' ..,_._.:._",.". Reason for Waiver: ....... ..";..,};i/""::'m.c::'. C,',,>'-:._<" ,..Co..;_-.'-'-,-_;,-___ ':-:'.:"-:<<' -;':,:::.-:"::'-':-",'::,::':,:,\ ,..:-...." .-'-....-,-.." . ".....< ,-..-.-.-, "'-'-",~ " ~' ',' ,:::-;,_::":_,-,:,:t _::c"::':-;)! ,::.;.;.;::::~; ".'.::",.-::::.::..:", Policies Waiver'.< will apply to:....,. "'./'),. " "-.-'-.'".....--.-,-".,-'---" ....:..-....,...._.,..,.'..,."..........,._..-...0 ~.,.-,'-:..:,"..._,. '::"": ;''-'.:--'',.-.<;--::-- ," '"_,___.' ,.. ........"._._c.,.:... '-",-,' ...,...'-..,.... .. "-;".;' ":'0"-:"',.,-"-. ","-' "."'.."" .,-":::.;:,""--,.:,',:.:,-: Sig na tu r~'~~iFo nsulta nt:"'" .... . Appfgyed Not Approved Risk ManagemehtT...,!> Date: County Administrator appeal: Approved Not Approved Date: Board of County Commissioners appeal: Approved Not Approved Meeting Date: BIDDER SIGNATURE - 31 - RFP for CONSULTANT Services, Comprehensive Plan Update INSURANCE REQUIREMENTS FOR SUBMITTING PROPOSALS Worker's Compensation $100,000 Bodily Injury by Acc. $500,000 Bodily Inj. by Disease, policy Imts $100,000 Bodily Inj. by Disease, each emp. General Liability, including $300,000 Combined Single Limit Premises Operation Products and Completed Operations Blanket Contractual Liability .::,:(:-::_>,~' :;:,--~ Personal Injury Liability .' :f~-- " ,....'.^ c'_'''' ,'" ".',"' ,. :".' , ~ Expanded Definition of Property Damage :"1"' ,:_:_,::_.;:,_. ,n', /,:::~}'-.;;;~ .- :::::'/(;:'/;i>. Vehicle Liability $1 OO,OOQ':per P~r$QD (Owned, non-owned and hired vehicles) $3QQ;pgOr'per ocC't!lrt~9pe $;;50,000 Property bafti~ge <f:~00,000 ~ombined Sirigl~'.Jjt1.;ljt /):" . ....;:_.::/:.:,::;i:::~~, :)>\ ':;:~~:.:::;.~;':-i:i{' J The Monroe County Board of County Commiisi8D~rB;~hanbe named as Additional insured on all policies issued to satisfy the abover~gyirements. ~"":j"'~, ..-., - 32 - RFP for CONSULTANT Services, Comprehensive Plan Update SECTION FOUR: RESPONSE FORMS RESPONSE FORM RESPOND TO: MONROE COUNTY BOARD OF COUNTY COMMISSIONERS c/o PURCHASING DEPARTMENT GA TO BUILDING, ROOM 2-213 1100 SIMONTON STREET KEY WEST, FLORIDA 33040 I acknowledge receipt of Addenda No.(s) I have included: . Lobbying and Conflict of Interest Clause . Non-Collusion Affidavit '.' . . Drug Free Workplace Form .... . Public Entity Crime Statement ..... . Insurance and Indemnjfjcation Form ..' . Proposal with Fee Explanation(Tab 3)J,. 'C":''':.::'.'_-:, ':,',:,-CC " ", .n "", . ";:-.._-,:_;-; '::':" "~' ::'-,:, : ,-' In addition, I have included a current copy of the following professlpral and occupational licenses: ".,. '-'."-',',........'....... Check mark items above, as remainder that th~.Y.... are.... jncliide~).............. .... .,' . ..--,._',---,,--'--,'-,-,,-. "::, Mailing Address:':> Telephone: .. . ~ Fax: .- -. -.' -> ,~, ~:. ."0".': :/.....:......... .'. Date: ..,. '-'" ~. . .. .,-.:.",;.. ;.":--, ... . ,. :::::'-.::::_::-' Signed:.:.... Witness: ;"'."',-,:'" '.j" (Seal) (Printed Nam~).. (Title) - 33 - RFP for CONSULTANT Services, Com prehensive Plan Update LOBBYING AND CONFLICT OF INTEREST CLAUSE SWORN STATEMENT UNDER ORDINANCE NO. 010-1990 MONROE COUNTY, FLORIDA ETHICS CLAUSE " " (Company) . ".. .warrants that he/it has not employed, retained or other:wjg~'H$~9ct on his/her behalf any former County officer or employee in violation of Section 2qf ordin~i1ge No. 010-1990 or any County officer or employee in violation of Section 3 ofQrdipa'hce No.01tl.;J 990. For breach or violation of this provision the County may, in its dj~8retiOll, terminateitii~;;'&greement without liability and may also, in its discretion, deduct/ft~:m the~greement orpgrSbase price, or otherwise recover, the full amount of any fee,c6mdti9sion"p~rcentage, gift,' of consideration paid to the former County officer or employee.""'> ./::/', :.;,:,""0'-': ._._.____,"_1 . "'C""'_-"',-"--.", . ., -.' -"" ., - -,-,..,.-., , .,..,...-.-.-.-,,-,'.... no ._,_"'n_".'" .:", .;~, ' '.-.... -', ,-, :-':'-' . ....:': '.' '- "-,-,--,'"",-' ,....;., . .~'-.:.': _".,. .'. __, ~ ., n'" .- .. . "(91gr;t~tyre ) ...<" ...:....".:....,/..,.... Date: ,:;<.O:::;'__;.~ .'".. .. STATE OF: ...... "",-,.,,',. .,-',.. ......"..,.-..- ':'--'" , ".'-" :>"'--'-:-.:'-:":."'" .' - ',',,- ,. :.'.........:...',..., :.~.. 'c.'-............",.. ,. ..',.';:........-"',......,......., COUNTY OF: "::-:"",.' ... ..:,.....-:,;..:.:,... :":,:,--':',:,''-::__'...:,.,'...:'.::::::..::...., ,'.c'::'.:.':,::::" '.":..:,......--::,>.<....:.. '__"..,., .d, ".'. ,..' . .. " "," ,..... ::.~::,.:',:',:,:;'::.::.:':':.:::.,'.,,::',:::,;,:,.:::,::,:::'.>.,:::.::~ .:-::":":':,';:::;\., . ,,:';',: ..., ". . ,..,. .. .,. . . . . ..., ........ ..:,......".~ ,c , ., ,--:.,. '.' ...... '. ............. .....,., .'....... '.' ' ". .,: ,.......'....':.... .... .. . --.. .. ,., ...... . '. '..' ..~ .,. ,. " , ... Subscribeg.~nd sworn'tb{()r9ffirme~).pefore me on ~ -..-- ::' '::.: ''':':'''''' (date) by/.. /-:, (name of affiant). He/She is ,..".," . "",' . . ,.' ~ . ..... . . ........:.,.:".",., --',"" .".- """. "",'.,'." .. ....... , ',' ~ ..' "" .. '.' personally known to mepLpas produced .. (type of identification) as identification. NOTARY PUBLIC My Commission Expires: - 34- RFP for CONSULTANT Services, Comprehensive Plan Update NON-COLLUSION AFFIDAVIT I, of the city of according to law on my oath, and under penalty of perjury, depose and say that 1. I am of the firm of the bidder making the Proposal for the project described in the Request for Proposals for and that I executed the said proposal with full authority to do so; ..::-;.c';' '.' ',--.,' ._-. '-"'-"- ,. '-." . 2. the prices in this bid have been arrived at indepe99~ptly without collusion, consultation, communication or agreement for thl:!pUFP8;se of restricting competition, as to any matter relating to such p~lbes witb'~QY other bidder or with any competitor;.:>," ::':,; 'y. 'i':t,.> 3. unless otherwise required by law, theprrces which have been9vpted in this bid have not been knowingly disclosedpYJh13 bidder:,and will not knowingly be disclosed by the bidder prior to bid6p~nlngJ dir~stlyor indirectly, t9/~ny other bidder or to any competitor; and'.'.IiW>> 4. no attempt has been made'9rwill be made 6yt~~bidder to induce any other person, partnership or corpor~!jpnJo submit, ornpltp submit, a bid for the purpose of restricting competition;;',':"'Y,)',,. " . "'C-"'-:.'--, _',:.'." :":.:.;::.' ' ,"." :_~ :-::,;:,---,::-'::::_::::.::-',:'~,,- '";:-::.".:::,: 5. the statements contained in this, affidaylf,ar$true ana correct, and made with full ,}::';,~,:,:' '-'-"--,",-, ;-,._.-..;-:<-::~~. ':: ;:':' knowledge thatMBproe County reli~~.liponth€!.frtith of the statements contained in this affidavjtipaVl/ar~ing contractsf(jr said project. .::..'.:.:", : :.-:-:. ':.:-"::':::"".-":-:;i:; :-~-::, ':-.: '."" . ",', , (Signature) 0.: c/. ::~, Date: STATE OF: COUNTY OF: Subscribed and sworn (or affirmed) before me on (date) by (name of affiant). He/She is personally known to me or has produced (type of identification) as identification. - 35 - RFP for CONSULTANT Services, Comprehensive Plan Update NOTARY PUBLIC My Commission Expires: - 36 - RFP for CONSULTANT Services, Comprehensive Plan Update DRUG-FREE WORKPLACE FORM The undersigned vendor in accordance with Florida Statute 287,087 hereby certifies that: (Name of Business) 1. Publish 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 empI8Y~~s for violations of such prohibition. ..... .... 2, Inform employees about the dangers of drug abuse..iPFtge workplace, the business' policy of maintaining a drug-free workplace, any avail~bled[ug,.counseling, rehabilitation, and employee assistance programs, and the p~ng{lties that";'may be impaosed upon employees for drug abuse violations. .........'........,...:i..'.':... .\................>.,...... 3. Give each employee engaged in providing tg~..;c:ommodities or c6nlr~Rtual services that are under bid a copy of the statement spe9.jfj~e in sub&!3ction (1 )':'}..,,( 4. In the statement specified in subsection (1),n~t!fy the.~[pployees that,,?Sa condition of working on the commodities or contractual servjg~9...ttJarci're under bid, the employee will abide by the terms of the statement and will notifY+IJ~ employer of any conviction of, or plea of guilty or nolo contenderre.~.8,,~ny violation df'(?Qgpter 893 (Florida Statutes) or of any controlled substance law of th~..'~)Jg~9 States ora8Y:9t~te, for a violation occurring in the workplace no later than five (5).days.,~tW!r.such cony!gti6n. 5. Impose a sanction on, or require the s.a...........tisfac. ..t......9Q1'.P......a,......,..f.t...i...c...i..p.......ation in a drug abuse assistance or rehabilitation progrflrp, if such isaxajJ9bleint~~'employee's community , or any employee who is soconytcted.<;.' . . 6. Make a good .ffIlth effi:)t.tii!!o continueii'to maintain a drug-free workplace through implementation'oftnis section. , - i::_::"::::_::.-::}.:,.:-" _ ':"-.-.::':-:: :>:::;,',~:}:,-::: ?:~:::>:_:_ ," td"sj9frtfiestFitElm~nk I certify that this firm complies fully with the (Signature) Date: STATE OF: COUNTY OF: Subscribed and sworn to (or affirmed) before me on (date) by (name of affiant). He/She is personally known to me or has produced - 37 - RFP for CONSULTANT Services, Comprehensive Plan Update (type of identification) as identification. NOTARY PUBLIC My Commission Expires: .38 - RFP for CONSULTANT Services, Comprehensive Plan Update 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 CONSULTANT, supplier, subCONSUL TANT, 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:jn Section 287.017, for CA TEGORY TWO for a period of 36 months fro the date of bE:);ihgplaced on the convicted vendor Iist." . ,--.-, : ~ ':--- ",." > "-":.- ;.:,'_.--,:,."., , '....:.'::,-:......-> _,__-__ 0" I have read the above and state that neither ,."..... "0 (Respondent's name) <'-"-:--c ',_:,:_:.::::;;::~ nor any Affiliate has been placed on the convicted vendgf.'H?fwithin thel~?t 36 months. <' ,,:,-,:.'.' ~ " ....':'..-, ':". . ":':':;::.:i:":.:',:::+:>, (Sign<3m't~ ) ....-c..'.." .' _..__.c , ' : '"::.::: :_: "::-':'::: -: -.- ,~-'-; STATE OF: COUNTY OF: (d ate) (name of affiant). He/She is personally (type of identification) as identification. NOTARY PUBLIC My Commission Expires: - 39 - RFP for CONSULTANT Services, Comprehensive Plan Update Respondent's Insurance and Indemnification Statement Insurance ReQuirement ReQuired Limits Worker's Compensation Statutory Limits Employer's Liability $1,000,000/$1,000,000/$1,000,000 General liability $1 ,000,QpQCombined Single Limit Vehicle Liability $1 ,9()g;9~0 Combined Single Limit Per ..;i/ ",i'Y, ..r;:.:~~curreriB~I.~1.,000, 000 Agg reg ate Professional Liability .... $1,000,000 per,,>: Occurrence/$2, 000,000,,' , Aggt~gate ? .. '-~'-.~o-' . - -.'. :::").;-" IDEMNIFICA TION AND HOLD HARMLESS FOR CONSl.JlliTANTS AND SUBCONSUL TANTS ":~: ',; ,-'.: :::. :': '-" - . -.- '-,;'.: :":'-::"'::::''-'1 ,.,.- . ". -":,'. -" . ,. .', ",'" .~. The Respondent covenants and agreestQiincjemnify, holdh(3rr:n1ess and defend Monroe County, its Commissioners, Officers, EmpIOi~gg~~fJ@P~S and se,~~ahts from any and all claims for bodily injury, including death, personal"lnjury~}.aI18i'8r?p<?,rW damage, including property owned by Monroe County, ang.~rY other losS~9,.cjamagesi~.nd expenses of any kind, including attorney's fees, court cost?,'~rnd.~iip~nses, whictlarise out of, in connection with, or by reason of services provided by thEl.GonsultaHfior any of it's:Subcontractor(s) in any tier, occasioned by the negligence, errors, of'Olbxr wrdngful act or'gl})ission of the Respondent, including its Subcontractor(s) in any tiehthgir offiqEl[?, employegs, servants or agents. ..,....__..... __"_.'_...............'_."_'._..... c_.., "..'. ._-"--',--,-"",',,' ,"'^ .::::::....~:::>... .::;,;.,_' .~ <'-...:__:,_:.;:.",'__::'_::::':';','",;':_::":'::::"..'n'"', ..,:::.> <:,:.,::~... , . :,}':'::.;,::,'",::.'~ ,.' '. . ~ .~.: .:<.::..'::'.:,:':'i:.:..;:::.:.':...--':':.,.':'::..:::,::"., ,.,.:<:.<;.:.~::.:,,::,:':';':,:.:',~:'.'\,:, : :.;'.:::;"::',.~..>., '.' """".::--.::'.:.:;',';.':,,':::'.,::":,;:.::" In the event.~hafthe89mpletion'8f"the projeCt (to include the work of others) is delayed or suspende8.}as a resulto.nJ.he Re9R8nd~nt's failure to purchase or maintain the required insuranqe;.Jl1e Respondenf9.hall indemnify the County from any and all increased expenses resulting fr6m7.~:~,h delaY"'tt. ..;.,:,,;...'..:'~ ,....:......, ::.:,..::;"...::,.":1, :::,:......:., . .----.--'. ., The first ten dollaf~{~ 1 O.OO)i:)f remu neration paid to the Respondent is consideration for the indemnification proviClecl. for above. The extent of liability is igho way limited to, reduced, or lessened by the insurance requirements contained elsewhere within this agreement. This indemnification shall survive the expiration or earlier termination of the Agreement. RESPONDENT'S STATEMENT I understand the insurance that will be mandatory if awarded the contract and will comply in full with all the requirements. Respondent Signature - 40 - RFP for CONSULTANT Services, Comprehensive Plan Update INSURANCE AGENT'S STATEMENT I have reviewed the above requirements with the bidder named below. The following deductibles apply to the corresponding policy. POLICY DEDUCTIBLES Liability Policies are Occurrence Insurance Agency - 41 -