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1st Task Order 11/08/2023 GVS COURTq° o: A Kevin Madok, CPA - �o ........ � Clerk of the Circuit Court& Comptroller Monroe County, Florida �z cooN DATE: December 4, 2023 TO: Kevin Wilson Assistant County Administrator Tina Losacco Senior Engineering Technician ATTN: Suzanne Rubio Project Manager, Administration FROM: Liz Yongue, Deputy Clerk SUBJECT: November 8, 2023 BOCC Meeting The following item has been executed and added to the record: F6 1 st Task Order with Answer Advisory Consulting, LLC d/b/a/Anser Advisory for Professional Consulting Services for annual maintenance and certification of the County's Non- Ad Valorem Special Assessment Program for Wastewater during a five-year period beginning 10/1/2023 and ending 9/30/2028. Should you have any questions please feel free to contact me at(305) 292-3550. cc: County Attorney Finance File KEY WEST MARATHON PLANTATION KEY 500 Whitehead Street 3117 Overseas Highway 88770 Overseas Highway Key West, Florida 33040 Marathon, Florida 33050 Plantation Key, Florida 33070 TASK ORDER#1 By and between ANSER ADVISORY CONSULTING, LLC D/B/A ANSER ADVISORY and MONROE COUNTY, FLORIDA FOR PROFESSIONAL CONSULTING SERVICES FOR THE ANNUAL MAINTENANCE AND CERTIFICATION OF NON-AD VALOREM SPECIAL ASSESSMENT ROLLS FOR THE MONROE COUNTY WASTEWATER PROGRAM This Task Order No 1 is entered into on November 8, 2023, by and between Monroe County, hereinafter referred to as the "County" and Anser Advisory Consulting, LLC d/b/a Anser Advisory hereinafter referred to as "Consultant," for professional consulting services for the annual maintenance and certification of non-ad valorem special assessment rolls for the wastewater program including Cudjoe Inner Islands, Cudjoe Outer Islands, Stock Island, Stock Island 2, Big Coppitt/Duck Key, and Big Coppitt/Duck Key Supplemental Service Areas. WHEREAS, in January 2023, Monroe County issued a Request for Proposals ("RFP") for Professional Services for Special Assessments, seeking vendors capable of providing professional services for collection of non-ad valorem special assessment programs for canals, sea level rise/road adaptation, wastewater programs, and solid waste; and WHEREAS, Consultant submitted a proposal in response to the RFP; and WHEREAS, Consultant was selected as a vendor pursuant to the RFP, and on May 277 2023, the County entered into an Agreement for Professional Services for Special Assessments ("Agreement") with Consultant to provide professional consulting services for the County's special assessment programs; and WHEREAS, paragraph 2.1 of the Agreement states that when Consultant's services are required, the County shall issue a Task Order for the required services in accordance with the terms and conditions outlined in this Agreement and the specific Task Order; WHEREAS, the County now desires to engage the services of Anser Advisory to provide professional consulting services for annual maintenance and certification of the County's non-ad valorem special assessment program for wastewater. Page 1 of 4 NOW, THEREFORE, in consideration of the mutual promises, covenants, and agreements stated herein, and for other good and valuable consideration, the sufficiency of which is hereby acknowledged, County and Consultant agree to the following task: 1. Scope of Services. The scope of services for this Task Order shall consist of the following: Consultant shall provide ongoing administrative services for update and maintenance of the databases necessary to create and certify the final assessment roll on an annual basis in compliance with statutory timeframes and develop an end-of-year report for County staff. The scope shall also include the maintenance of an online database for County staff to create pay off memos and enter payoffs that are received. Consultant will manage the database annually by providing the County with a list of payoffs received. 2. Compensation Monroe County agrees to pay forty-seven thousand dollars ($47,000) per year for each of the five (5) fiscal years covered by this Task Order. The payment schedule shall be as follows: Payment Schedule January 2024-2028 25% of fixed fee ($11,750.00) April 2024 — 2028 25% of fixed fee ($11,750.00) July 2024 — 2028 25% of fixed fee ($11,750.00) September 2024 - 2028 25% of fixed fee ($11,750.00) The fee for professional services does not include any on-site visits by Consultant. Any requested on-site meetings by Anser staff may be arranged at our standard hourly rates provided below. All expenses related to these requested meetings will be billed in accordance with Section 112.061, Florida Statutes. If necessary, in lieu of on-site visits, periodic telephone conference calls may be scheduled to discuss project status. The standard hourly rates for Anser are as follows: Anser Advisory Senior Advisor $285 Vice President/Managing Director $285 Page 2 of 4 Assistant Director/Senior Project Manager $235 Project Manager/Project Coordinator $185 Senior Data Analyst $185 Database Analyst/Technical Services $150 Project Analyst $ 90 Program and Administrative Support $ 75 The lump sum fee does not include the cost of producing and mailing first class notices, if required. Mailing and production costs depend on the number of assessable parcels of property within the assessment program area, but average approximately $1.53 per parcel. Payment of mailing and production costs is due at the time of adoption of the initial assessment resolution or like document. For non-domestic notices, mailing charges will include the actual amount of postage beyond the domestic rates. Should U.S. postage rates increase prior to mailing, the additional postage per notice will be charged. 3. Term of Task Order This Task Order shall be effective as of October 1, 2023 and shall expire on September 30, 2028. In all other respects, the terms and conditions of the Agreement remain unchanged and shall apply. REMAINDER OF PAGE INTENTIONALLY LEFT BLANK Page 3 of 4 IN WITNESS WHEREOF, each party has caused Task Order # 1 to be executed by its duly authorized representative as set forth below. . ,,,,,,,,„?:-:_,,,,,,-41-1 ,-.._-,:,-,,,,, 1..Jig.4 A A ;...... ......„ MONROE COUNTY, FLORIDA ANSER ADVISORY 1///14° . By: :/1°./Yiell3(4.------------- By: Holly Merrill Raschein, Mayor Ian Alderson, Senior Vice President Date: IA 0-a02:3 Date: 11/07/23 Approved as to form and legal sufficiency: Monroe County Attorneys Office 10-16-2023 = r-- c Cre;t. 114 -',---) 3,3 ;^' -sue, ,�...;, _. rat .4.1, ,. --,,..,;,,i, \zs ri„.._ • i 4, ,T.,,„,...f,,, ,.„4-,4 ,f.::::::0),,Qii\--------:„\V.3„ ,<.--, ..... ,-, -,c,.././ ,\___. v>i. ,, IA rv.„,:„ \„j,./ ,,,,,,,,, ,A A $ .KEVIN MAOOKI CLERIC H s��W�' � �t T ruthMw r" r Page 4 of 4 ANSERAD-01 EMORRIS ACORO"° CERTIFICATE OF LIABILITY INSURANCE DAT/19/2D/YYYY) 023 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Ames&Gough PHONE 8300 Greensboro Drive (A/C,No,Ext): (703)827-2277 FAX No):(703)827-2279 Suite 980 E-MAIL admin@amesgough.com McLean,VA 22102 INSURERS AFFORDING COVERAGE NAIC# INSURERA:National Fire Insurance Company of Hartford A(XV) 20478 INSURED INSURER B:Continental Insurance Company A XV 35289 Anser Advisory Consulting LLC. INSURER C:American Casualty Co of Reading, PA A XV 20427 1500 Mahan Drive INSURERD:Evanston Insurance Company 35378 Tallahassee,FL 32308 INSURER E INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INSD WVD MMIDD/YYYY MMIDD/YYYY A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE OCCUR 7011411355 1/17/2023 1/17/2024 DAMAGE TO RENTED 1,000,000 PREMISES Ea occurrence $ MED EXP(Any oneperson) $ 15,000 PERSONAL&ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 POLICY�X JECT � LOC PRODUCTS-COMP/OPAGG $ 2,000,000 OTHER: $ A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 Ea accident $ X ANY AUTO 7011411369 1/17/2023 1/17/2024 BODILY INJURY Perperson) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY Per accident $ B X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 10,000,000 EXCESS LIAB CLAIMS-MADE 7011652381 1/17/2023 1/17/2024 AGGREGATE $ 10,000,000 DED X RETENTION$ 10,000 $ C WORKERS COMPENSATION X PER OTH- AND EMPLOYERS'LIABILITY STATUTE ER Y/N 7011411372 1/17/2023 1/17/2024 1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE N/A E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ D Professional Liab. MKLV7PL0005704 1/17/2023 1/17/2024 7er Claim/Aggregate 2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) CANAL RESTORATION PROGRAM, SEA LEVEL RISE AND FLOOD MITIGATION PROGRAM,AND OTHER POTENTIAL PROGRAMS Monroe County Purchasing Department is listed as additional insured for general liability when required by written contract. CERTIFICATE HOLDER CANCELLATION APPROVED BY RISK MANAGEMENT SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE BY ..... ,rvm.,. THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Monroe County BOCC ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton St DATE 5/22/2023 Key West,FL 33040 WAIVER N/A YES AUTHORIZED REPRESENTATIVE � (f ACORD 25(2016/03) ©1988-2015 ACORD CORPORATION. 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