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2nd 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 11, 2023 TO: Rhonda Haag Chief Resilience Officer FROM: Liz Yongue, Deputy Clerk SUBJECT: November 8, 2023 BOCC Meeting The following items have been executed and added to the record: Q8 3rd Task Order for $12,500 to develop an assessment for the County's special assessment program to fund the operations and maintenance costs of the Twin Lakes road adaptation project, under the on-call contract with Anser Advisory for professional consulting services to develop non-ad valorem special assessments; retroactive to October 1, 2023. Q9 2nd Task Order for $6500 annually ($32,500.00* through the year 2028)to provide maintenance services for the County's special assessment program for Canals 266, 105, and 82-83-84, under the on-call contract with Anser Advisory for professional consulting services to develop non-ad valorem special assessments; retroactive to October 1, 2023. *Scrivener's Error: The item on the Agenda stated $26,000.00, however $32,500.00 is correct per the County Attorney's office. 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#2 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 MONROE COUNTY (CANALS 266, 105, AND 82-84) This Task Order No 2 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 services for non-ad valorem special assessment rolls for the canal restoration program, covering Canals 266, 105, and 82-84. 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 annual maintenance services for the County's special assessment program as to Canals 266, 105, and 82-84. Pagel 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 services described in Appendix A to this Task Order, attached hereto and incorporated by reference. 2. Compensation Monroe County agrees to pay six thousand five hundred dollars ($6,500) per year for each of the five (5) fiscal years covered by this Task Order, for a total of $32,500. The fee shall be broken down as follows: Canal Price per year Canal 266 $1,500 annually Canal 105 $2,500 annually Canals 82-84 $2,500 annually Total $6,500 annually 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 Assistant Director/Senior Project Manager $235 Project Manager/Project Coordinator $185 Database Analyst/Technical Services $150 Project Analyst $ 90 Program and Administrative Support $ 75 Page 2 of 4 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. All other terms including the Payment Schedule are as set forth in Appendix A. 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 #2 to be executed by its duly authorized representative as set forth below. MONROE COUNTY, FLORIDA ANSER ADVISORY eid/116PL---- 0 By: Holly Merrill Raschein, Mayor Ian Alderson, Senior Vice President Date: Date: 10/20/23 Approved as to form and legal sufficiency: Monroe County Attorney's Office 10-19-2023 Cre.;it.flat' .490 1' 11(7-, ''''''''\% 7.:.") 7-1 i'M43 F'n S S.e�4 J._...✓ f a 1' ..4 _t, r7 1M, Id _ '....- vow__ CLERK �� :� ° s.! .— ' ki CLERK Page 4 of 4 Appendix A ANSER ADVISORY CONSULTING, LLC (ANSER) SCOPE OF SERVICES CANALS 266, 105, AND 82-84 ASSESSMENT PROGRAMS ANNUAL MAINTENANCE SERVICES (5-YEAR CONTRACT) WORK TO BE CONDUCTED DURING FISCAL YEARS 2023-24 THROUGH 2O27-28 Scope of Services Task 1: Update the preliminary assessment rolls Using the tax roll files and the assessment databases, Anser will update the preliminary assessment rolls. • Determine the total number of billing units based on the apportionment methodology and determine revenue requirements. • Develop and apply the schedule of rates using the apportionment methodology and revenue requirements for the assessment programs. Task 2: Review of legal documents Review of the annual resolutions and documentation associated with reimposition of Canals 266, 105 and 82-84 assessment programs. Task 3: Assist with Rate Adoption Assist the County with the annual rate adoption process for the assessment programs including(a)the legal requirements for any public hearings and (b)the development of appropriate published notices and/or printing, stuffing and mailing of any notices. Task 4: Create Final Assessment Rolls Anser will update the assessment rolls with any corrections received from the County. Final rates will be verified and extended to the updated data in order to create the final assessment rolls. Task 5: Certify, Export and Transmit the Final Assessment Rolls in Conformance with Uniform Method Using the final assessment rolls, Anser will prepare export files on compatible electronic medium capable of merger with the ad valorem tax roll files and will transmit the files to the Tax Collector in the prescribed format. FEES AND COSTS The annual fees for Anser to provide the professional services described in the proposed Scope of Services for Canals 266, 105, and 82-84 Annual Maintenance Assessment Programs are as follows: • Canal 266 $1,500 annually • Canal 105 $2,500 annually • Canals 82-84 $2,500 annually o Total $6,500 annually The fees include reimbursement for all out-of-pocket expenses, except as noted below. The professional services fee does not include any on-site visits to the County.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 or Zoom meetings may be scheduled to discuss project status. Anser Advisory Consulting,LLC 1 1 The standard hourly rates for Anser are asfollows: ANSER ADVISORY C0NSWLTING, LLC SeninrAdvisnr............................................................................................ $285 Vice President/Managing Director........................................................... $285 AssistantOireotnr ----------------------------. $235 Project Manager/Project Coordinator...................................................... $185 Database Analyst/Technical Services...................................................... $150 LeadPnojeotAnalyst---------------------------. $100 ProjectAnalyst........................................................................................... $ S0 Administrative Support.............................................................................. $ 75 The lump sum fee does not include the costs of producing and mailing first class notices, if reguired. 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 rate. Should U.S. postage rates increase prior to mailing, the additional postage per notice will be charged. The County is responsible for any costs incurred to obtain information from the property appraiser nrother public officials that is necessary for the assessment program. The County is responsible for working with the Property Appraiser tn obtain the necessary information for properties with exempt "home addresses" punsuanttnSeotinn 119.071. Florida Statutes. The County is responsible for any and all newspaper puh|ioatinns, ino|uding, but not limited to, making arrangements for publications and any costs associated therewith. Please note that Anser works with the premise of developing and implementing assessment programs with an eye on potential legal challenges in an attempt to maximize both the efficiency and the effectiveness of any defense. Nonetheless, the fees outlined above for professional services do not include any provision for litigation defense. Aoonrding|y, in the event there is a legal challenge, Anservvnu|d he avai|ah|e, on an hourly hasis, to assist the County in its defense. DELIVERABLES SCHEDULE Event Schedule Notice to Proceed November 2023 Update Preliminary Assessment Rolls April - May Confirm Assessment Rates April --June Mail First Class Notices (if required)June August Published Notice June August AdnptAnnua| Rate Resolutions Ju|y - August Certify Assessment Rol|s BySeptemher15th xnuo,Advisory Consulting,Luc | 2 PAYMENT SCHEDULE The fee for professional services will be due and payable, based on the following schedule: Payment Due Percent of Total Amount Due FY 23-24 June 2024 50% of professional services fee $3,250.00 August 2024 50%of professional services fee $3,250.00 FY 24-25 June 2025 50% of professional services fee $3,250.00 August 2025 50%of professional services fee $3,250.00 FY 25-26 June 2026 50% of professional services fee $3,250.00 August 2026 50% of professional services fee $3,250.00 FY 26-27 June 2027 50% of professional services fee $3,250.00 August 2027 50% of professional services fee $3,250.00 FY 27-28 June 2028 50% of professional services fee $3,250.00 August 2028 50%of professional services fee $3,250.00 Anser Advisory Consulting,LLC 3 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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