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Item D12 D12 BOARD OF COUNTY COMMISSIONERS COUNTY of MONROE �� i Mayor Holly Merrill Raschein,District 5 The Florida Keys Mayor Pro Tern James K.Scholl,District 3 Craig Cates,District 1 Michelle Lincoln,District 2 ' David Rice,District 4 Board of County Commissioners Meeting October 16, 2024 Agenda Item Number: D12 2023-3136 BULK ITEM: Yes DEPARTMENT: Tourist Development Council TIME APPROXIMATE: STAFF CONTACT: Kelli Fountain 305-296-1552 N/A AGENDA ITEM WORDING: Approval of an Agreement with Dean Runyon Associates in an amount not to exceed $32,618 FY 2025 Market Research Resources to perform an Economic Impact Study. ITEM BACKGROUND: As part of our ongoing efforts to accurately assess the economic impact of tourism in Monroe County, the TDC sought proposals from three different companies to conduct a comprehensive Economic Impact Study. The purpose of this study is to analyze the direct, indirect, and induced economic impacts of tourism across the county, including specific insights into visitor volume, spending, employment, traffic congestion, and tax revenue. One company did not submit a proposal, another proposed $38,250, and Dean Runyan Associates offered a competitive price of$32,618. Given Dean Runyan Associates' experience and favorable pricing, we recommend moving forward with their proposal. The attached contract outlines the scope of work and deliverables. TDC approved at their meeting of September 17, 2024 PREVIOUS RELEVANT BOCC ACTION: INSURANCE REQUIRED: No CONTRACT/AGREEMENT CHANGES: New Agreement STAFF RECOMMENDATION: Approval 2294 DOCUMENTATION: Dean Runyon-signed.pdf FINANCIAL IMPACT: Line Item Number 75039 SC00039 2295 AGREEMENT FOR ECONOMIC IMPACT STUDY This Agreement ("Agreement") is made and entered into this day of 2024 by and between Monroe County, a political subdivision of the State of Florida, whose address is 1100 Simonton Street, Key West, Florida, 33040, its successors and assigns, hereinafter referred to as "COUNTY," through the Monroe County Board of County Commissioners ("BOCC"), AND Dean Runyan Associates a foreign profit Corporation of the State of Florida, whose principal address Is 833 SW 11th Ave Suite 920 Portland,OR 97209 its successors and assigns, hereinafter referred to as "CONTRACTOR", WITN ESSETH: WHEREAS, the Tourist Development Council (TDC) on behalf of the COUNTY is in need of an Economic Impact Study; and WHEREAS, TDC administrative staff has sought proposals from various vendors and has selected CONTRACTOR; and WHEREAS, CONTRACTOR has agreed to provide the Economic Impact Study as set forth in more detail herein and which shall collectively be referred to as the "Project"; and 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 CONTRACTOR agree as follows: FORM OF AGREEMENT The Agreement includes and incorporates the Request for Quotes and Proposal. 1.1 REPRESENTATIONS AND WARRANTIES By executing this Agreement, CONTRACTOR makes the following express representations and warranties to the COUNTY: 1.1.1 The CONTRACTOR shall maintain all necessary licenses, permits or other authorizations necessary to act as CONTRACTOR for the Project until the CONTRACTOR'S duties hereunder have been fully satisfied; 1.1.2 The CONTRACTOR shall prepare all documentation required by this Agreement in such a manner that they shall be accurate, coordinated and adequate for use in verifying work completed.; 1.1.3 CONTRACTOR assumes full responsibility to the extent allowed by law with regards to his performance and those directly under his employ. 1 2296 1.1.4 At all times and for all purposes under this agreement the CONTRACTOR is an independent contractor and not an employee of the Board of County Commissioners for Monroe County. No statement contained in this agreement shall be construed so as to find the CONTRACTOR or any of his/her employees, contractors, servants, or agents to be employees of the Board of County Commissioners for Monroe County. 1.1.5 The CONTRACTOR shall not discriminate against any person on the basis of race, creed, color, national origin, sex, age, or any other characteristic or aspect which is not job related, in its recruiting, hiring, promoting, terminating, or any other area affecting employment under this agreement or with the provision of services or goods under this agreement. SCOPE OF BASIC SERVICES 2.1 DEFINITION CONTRACTOR'S Scope of Basic Services consist of those described in Attachment A. The CONTRACTOR shall commence work on the services provided for in this Agreement promptly upon his receipt of a written notice to proceed. 2.2 NOTICE REQUIREMENT All written correspondence to the COUNTY shall be dated and signed by an authorized representative of the CONTRACTOR. Any notice required or permitted under this agreement shall be in writing and hand delivered, emailed, or mailed, postage pre-paid, to the COUNTY by certified mail, return receipt requested. COUNTY'S RESPONSIBILITIES 3.1 The COUNTY shall provide complete and accurate information and cooperation regarding requirements for the Project. INDEMNIFICATION AND HOLD HARMLESS 4.1 Contractor shall defend indemnify and hold harmless the County, its agents, representatives, agents, officers, directors, officials, and employees from and against all claims, damages, losses, and expenses (including, but not limited to attorneys' fees, court costs, expert witness fees, and the costs and attorneys' fees for appellate proceedings) arising out of, or alleged to have resulted from the negligent acts and, errors, or willful omissions, relating to the performance of this Contract. 4.2 The amount and type of insurance coverage requirements set forth herein will in no way be construed as limiting the scope of the indemnity in this paragraph. The scope of this indemnification does not extend to the sole negligence of County. COMPENSATION, PAYMENTS, AND BUDGET 2 2297 5.1 COMPENSATION BASED ON SPECIFIED RATES 5.1.1 The COUNTY shall pay the CONTRACTOR monthly in current funds for the CONTRACTOR'S performance of this Agreement based on the pricing/fees outlined in Attachment A. 5.2 PAYMENTS 5.2.1 Payment will be made pursuant to the Local Government Prompt Payment Act 218.70, Florida Statutes. As a condition precedent for any payment due under this Agreement, the CONTRACTOR shall submit monthly, unless otherwise agreed in writing by the COUNTY, a proper invoice to COUNTY requesting payment for services properly rendered and reimbursable expenses due hereunder. The CONTRACTOR'S invoice shall describe with reasonable particularity the service rendered. The CONTRACTOR'S invoice shall be accompanied by such supporting documentation or data in support of expenses for which payment is sought that is acceptable to the Clerk based on generally accepted account principles and such laws, rules and regulations as may govern the Clerk's disbursal of funds. 5.3 BUDGET AND REIMBURSEABLE EXPENSES It is anticipated that no reimbursable expenses will be incurred by the CONTRACTOR. Additionally, it is anticipated that this work will be performed remotely, but in the event that travel becomes necessary, expenses incurred in connection with travel authorized by the County, in writing, will only be reimbursed to the extent and in the amount authorized by Section 112.061, Florida Statutes. 6. TERM OF AGREEMENT AND TERMINATION The initial term of this Agreement is for a three (3)to Six (6) month period. This Agreement may be extended upon mutual agreement. In the event that the CONTRACTOR shall be found to be negligent in any aspect of service, the COUNTY shall have the right to terminate this agreement after fifteen (15)days written notification to the CONTRACTOR. Either of the parties hereto may cancel this Agreement without cause by giving the other party sixty (60) days written notice of its intention to do so. For Contracts of any amount, if the County determines that the Contractor has submitted a false certification under Section 287.135(5), Florida Statutes or has been placed on the Scrutinized Companies that Boycott Israel List, or is engaged in a boycott of Israel, the County shall have the option of (1) terminating the Agreement after it has given the Contractor written notice and an opportunity to demonstrate the agency's determination of false certification was in error pursuant to Section 287.135(5)(a), Florida Statutes, or (2) maintaining the Agreement if the conditions of Section 287.135(4), Florida Statutes, are met. 7. INSURANCE There is no insurance required for the Project services. 3 2298 MISCELLANEOUS 8. Maintenance of Records: CONTRACTOR shall maintain all books, records, and documents directly pertinent to performance under this Agreement in accordance with generally accepted accounting principles consistently applied. Each party to this Agreement or their authorized representatives, shall have reasonable and timely access to such records of each other party to this Agreement for public records purposes during the term of the Agreement and for five years following the termination of this Agreement. If an auditor employed by the County or the determines that monies paid to CONTRACTOR pursuant to this Agreement were spent for purposes not authorized by this Agreement, CONTRACTOR shall repay the monies together with interest calculated pursuant to Sec. 55.03; FS, running from the date the monies were paid to CONTRACTOR. 9. Governing Law, Venue, Interpretation, Costs, and Fees: This Agreement shall be governed by and construed in accordance with the laws of the State of Florida applicable to contracts made and to be performed entirely in the State. In the event that any cause of action or administrative proceeding is instituted for the enforcement or interpretation of this Agreement, the Customer and CONTRACTOR agree that venue shall lie in the appropriate court or before the appropriate administrative body in Monroe County, Florida. This Agreement shall not be subject to arbitration. 10. Attorney's Fees and Costs: The Parties 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 and court costs, as an award against the non-pre prevailing party, and shall include attorney's fees and courts costs 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. 11. Nondiscrimination: The Parties 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. The Parties 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: 1) Title VI of the Civil Rights Act of 1964 (PL 88-352) which prohibits discrimination on the basis of race, color or national origin; 2) Title IX of the Education Amendment of 1972, as amended (20 USC ss.1681-1683, and 1685-1686), which prohibits discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination on the basis of handicaps; 4) The Age Discrimination Act of 1975, as amended (42 USC ss. 6101-6107) which prohibits discrimination on the basis of age; 5) The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; 6)The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7)The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd- 3 and 290ee-3), as amended, relating to confidentiality of alcohol and drug abuse patient 4 2299 records; 8) Title VI II of the Civil Rights Act of 1968 (42 USC s. 3601 et seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The Americans with Disabilities Act of 1990 (42 USC s. 12101 Note), as maybe amended from time to time, relating to nondiscrimination on the basis of disability; 10) Monroe County Code Chapter 14, Article II, which prohibits discrimination on the basis of race, color, sex, religion, national origin, ancestry, sexual orientation, gender identity or expression, familial status or age; 11) Any other nondiscrimination provisions in any Federal or state statutes which may apply to the parties to, or the subject matter of, this Agreement. 12. Public Records Compliance. CONTRACTOR must comply with Florida public records laws, including but not limited to Chapter 119, Florida Statutes and Section 24 of article I of the Constitution of Florida. The County and Contractor shall allow and permit reasonable access to, and inspection of, all documents, records, papers, letters or other "public record" materials in its possession or under its control subject to the provisions of Chapter 119, Florida Statutes, and made or received by the Customer and CONTRACTOR in conjunction with this contract and related to contract performance. The Customer shall have the right to unilaterally cancel this contract upon violation of this provision by CONTRACTOR. Failure of CONTRACTOR to abide by the terms of this provision shall be deemed a material breach of this contract and the Customer may enforce the terms of this provision in the form of a court proceeding and shall, as a prevailing party, be entitled to reimbursement of all attorney's fees and costs associated with that proceeding. This provision shall survive any termination or expiration of the contract. CONTRACTOR is encouraged to consult with its advisors about Florida Public Records Law in order to comply with this provision. 13. Non-Waiver of Immunity: Notwithstanding the provisions of Sec. 768.28, Florida Statutes, the participation of the Customer and CONTRACTOR in this Agreement and the acquisition of any commercial liability insurance coverage, self-insurance coverage, or local government liability insurance pool coverage shall not be deemed a waiver of immunity to the extent of liability coverage, nor shall any contract entered into by the County be required to contain any provision for waiver. 14. Non-Reliance by Non-Parties: No person or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to enforce or attempt to enforce any third-party claim or entitlement to or benefit of any service or program contemplated hereunder, and the County and the Contractor agree that neither the Customer nor the CONTRACTOR or any agent, officer, or employee of either shall have the authority to inform, counsel, or otherwise indicate that any particular individual or group of individuals, entity or entities, have entitlements or benefits under this Agreement separate and apart, inferior to, or superior to the community in general or for the purposes contemplated in this Agreement. 15. No Personal Liability: No covenant or agreement contained herein shall be deemed to be a covenant or agreement of any member, officer, agent or employee of Monroe County in his or her individual capacity, and no member, officer, agent or employee of Monroe County shall be liable personally on this Agreement or be subject to any personal liability or accountability by reason of the execution of this Agreement. 16. E-Verify System - In accordance with F.S. 448.095, Any Contractor and any subcontractor shall register with and shall utilize the U.S. Department of Homeland S cc a rity's F-Verify system to verify the work authorization status of all new employees hired by the CONTRACTOR during the term of the Contract and shall expressly require any 5 2300 subcontractors performing work or providing services pursuant to the Contract to likewise utilize the U.S. Department of Homeland Security's L-Verify system to verify the work authorization status of all new employees hired by the subcontractor during the Agreement term. Any subcontractor shall provide an affidavit stating that the subcontractor does not employ, contract with, or subconstruct with an unauthorized alien. CONTRACTOR shall comply with and be subject to the provisions of F.S. 448.095 17. COUNTY FORMS. By signing this Agreement, CONTRACTOR has sworn or affirmed to The following requirements as set forth in the Public Entity Crime Statement, Ethics Statement, Drug-Free Workplace Statement and Vendor Certification Regarding Scrutinized Companies List as set forth in more detail in this Agreement. 18. Public Entity Crime Statement CONTRACTOR certifies and agrees that CONTRACTOR nor any Affiliate has been placed on the convicted vendor list within the last 36 months. In accordance with Section 287.134, Florida Statutes, an entity or affiliate who has been placed on the Discriminatory Vendor List, kept by the Florida Department of Management Services, may not submit a bid on a contract to provide 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 a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor or consultant under a contract with any public entity; and may not transact business with any public entity. 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, proposal or reply on contracts to provide any goods or services to a public entity, may not submit a bid, proposal or reply on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids, proposals or replys on leases of real property to public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, CONTRACTOR or subcontractor 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 of the Florida Statutes, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. By signing this Agreement, CONTRACTOR represents that the execution of this Agreement will not violate the Public Entity Crimes Act (Section 287.133, Florida Statutes). Violation of this section shall result in termination of this Agreement and recovery of all monies paid hereto, and may result in debarment from Customer's competitive procurement activities. In addition to the foregoing, CONTRACTOR further represents that there has been no determination, based on an audit, that it or any subcontractor has committed an act defined by Section 287.133, Florida Statutes, as a "public entity crime" and that it has not been formally charged with committing an act defined as a"public entity crime" regardless of the amount of money involved or whether CONTRACTOR has been placed on the convicted vendor list. CONTRACTOR will promptly notify the Customer if it or any subcontractor is formally charged with an act as defined as a "public entity crime" or has been placed on the convicted vendor list. 19. Ethics Clause By signing this Agreement, CONTRACTOR warrants that he/it has not employed, retained or otherwise had act on his/her behalf any former County officer or employee in violation of Section 2 of Ordinance No. 010-1990 or any County officer or employee in violation of Section 3 of 6 2301 Ordinance No. 010- 1990. For breach or violation of this provision the Customer 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. 20. VENDOR CERTIFICATION REGARDING SCRUTINIZED COMPANIES LISTS CONTRACTOR agrees and certifies compliance with the following: Section 287.135, Florida Statutes prohibits a CONTRACTOR from bidding on, submitting a proposal for, or entering into or renewing a contract for goods or services of any amount if, at the time of contracting or renewal, the CONTRACTOR is on the Scrutinized Companies that Boycott Israel List, created pursuant to Section 215.4725, Florida Statutes, or is engaged in a Boycott of Israel. Section 287.135, Florida Statutes, also prohibits a CONTRACTOR from bidding on, submitting a proposal for, or entering into or renewing a contract for goods or services of $1,000,000 or more, that are on either the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism Lists which were created pursuant to s. 215.473, Florida Statutes, or is engaged in business operations in Cuba or Syria. As the person authorized to sign on behalf of CONTRACTOR, I hereby certify that the CONTRACTOR identified above is not listed on the Scrutinized Companies that Boycott Israel List or engaged in a boycott of Israel and for Projects of$1,000,000 or more is not listed on either the Scrutinized Companies with Activities in Sudan List, the Scrutinized Companies with Activities in the Iran Terrorism List, or engaged in business operations in Cuba or Syria. I understand that pursuant to Section 287.135, Florida Statutes, the submission of a false certification may subject CONTRACTOR to civil penalties, attorney's fees, and/or costs. I further understand that any contract with the County may be terminated, at the option of the County, if the CONTRACTOR is found to have submitted a false certification or has been placed on the Scrutinized Companies that Boycott Israel List or engaged in a boycott of Israel or placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism List or been engaged in business operations in Cuba or Syria. Note: The List are available at the following Department of Management Services Site: http://www.dms.myflori a.com/busineaa__22aLgii0-nS/Staterchasin�/vendor information/convict e l ru pff,,irqdl,e�d---d-iiscir-liririlirna-t it __coa riri[11 �iiirnt __veirndoir__Illist 21. Non-Collusion Affidavit CONTRACTOR by signing this Agreement, according to law on my oath, and under penalty of perjury, depose and say that the person signing on behalf of the firm of CONTRACTOR, the bidder making the Proposal for the project described in the Scope of Work and that I executed the said proposal with full authority to do so; the prices in this bid have been arrived at independently without collusion, consultation, communication or agreement for the purpose of restricting competition, as to any matter relating to such prices with any other bidder or with any competitor; unless otherwise required by law, the prices which have been quoted in this bid have not been knowingly disclosed by the bidder and will not knowingly be disclosed by the bidder prior to bid opening, directly or indirectly, to any other bidder or to any competitor; and no attempt has been made or will be made by the bidder to induce any other person, partnership or corporation to submit, or not to submit, a bid for the purpose of restricting competition; the statements contained in this affidavit are true and correct, and made with full knowledge that Monroe County relies upon the truth of the statements contained in this affidavit in awarding contracts for said project. 7 2302 22. AFFIDAVIT ATTESTING TO NONCOERCIVE CONDUCT FOR LABOR OR SERVICES CONTRACTOR is required to provide an affidavit under penalty of perjury attesting that CONTRACTOR does not use coercion for labor or services in accordance with Section 787.06, Florida Statutes. As defined in Section 787.06(2)(a), coercion means: 1. Using or threating to use physical force against any person; 2. Restraining, isolating, or confining or threating to restrain, isolate, or confine any person without lawful authority and against her or his will; 3. Using lending or other credit methods to establish a debt by any person when labor or services are pledged as a security for the debt, if the value of the labor or services as reasonably assessed is not applied toward the liquidation of the debt, the length and nature of the labor or service are not respectively limited and defined; 4. Destroying, concealing, removing, confiscating, withholding, or possessing any actual or purported passport, visa, or other immigration document, or any other actual or purported government identification document, of any person; 5. Causing or threating to cause financial harm to any person; 6. Enticing or luring any person by fraud or deceit; or 7. Providing a controlled substance as outlined in Schedule I or Schedule II of Section 893.03 to any person for the purpose of exploitation of that person. As a person authorized to sign on behalf of CONTRACTOR, I certify under penalties of perjury that CONTRACTOR does not use coercion for labor or services in accordance with Section 787.06. Additionally, CONTRACTOR has reviewed Section 787.06, Florida Statutes, and agrees to abide by same. IN WITNESS WHEREOF, each party has caused this Agreement to be executed by its duly authorized representative on the day and year first above written. BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA By: County Administrator CONTRACTOR By: Title:President M ONRO. E COUNTY ATTORNEY CHRBST'CNE LIM BER'T-BARROW S ASSISTANT COUNTY ATTORNEY DAT"C;.-- 1. ..124................... 8 2303 Attachment A- Scope of Services / Pricing 9 2304 J� Dean Runyan Associates Scope of Services If�Iz°ta Re c ii f ure inrc°e int The private and public data required for all components of this project are listed below. DRA staff will collect necessary data by requesting it directly from the source or collecting it from public resources online. Table 1. List of Required Data Source Hotel/Motel—ADR ($), Occupancy (%), Room Inventory STR STVR—ADR ($), Occupancy (%), Room Inventory Key Data National Visitor Survey* OmniTrak Geolocation Data Streetlight Private Camp—Site Inventory AIIStays Public Camp—ADR ($), Occupancy (%), Site Inventory USFS—RIDB, City Parks and Rec. Industry Earnings ($) and Total Employment BEA Industry Employment—Jobs, Wages ($), Payroll BLS Household Expenditures BLS Population U.S. Census Bureau Business Patterns per Zip-Code U.S. Census Bureau Second Home—Inventory, Utilization (%) U.S. Census Bureau State and Local Government Finances U.S. Census Bureau, FDOR Air Transportation—Price, Visitation by Destination BTS Motor Fuel Consumption FHWA Motor Fuel Price EIA Utility Consumption EIA, EPA, Local Utility TDT and TID Rates and Revenues City/County Gov. Meals and Room Taxes City/County Gov. Taxable Retail Sales City/County Gov. Note:Some data for 2023 could be subject to revision the following year and some data may not be available for the full time series.This is the case for all economic impact studies.DRA has procedures in place to control the effects of revisions to deliver stable historical economic impact estimates.ADR(average daily rate),BEA(Bureau of Economic Analysis), BLS(Bureau of Labor Statistics),DOT(U.S.Department of Transportation),FDOR(Florida Department of Revenue),STR(Smith Travel Research),STVR(short-term vacation rental),TDT(tourism district tax),TID(tourism improvement tax) 10 2305 J� Dean Runyan Associates DRA defines a visitor as an individual who travels over 50 miles on a non-routine trip visiting a destination for less than 30 days. This definition aligns with the visitor definition used by key industry organizations like the World Travel Organization (WTO), Organization for Economic Co-Operation and Development (OECD), and Travel and Tourism Satellite Account (TTSA). DRA utilizes survey data from OmniTrak to estimate visitor volume and other visitor metrics including average daily spend, average trip spend, length of stay, and party size. Scraping visitor metrics from survey data requires large, representative sample sizes. By acquiring over 10 years of OmniTrak data, DRA has established reasonable and stable survey metrics nation- wide. Combining these historically stable metrics with more current survey data is an ideal method for generating visitor volume estimates that are responsive to current economic trends with less variance than direct use of just the most current year's survey data. Visitor profile expenditure distributions may be adjusted to account for relevant data from the Bureau of Labor Statistics' Consumer Expenditure Surveys in conjunction with the Consumer Price Index and average daily rate estimates from Smith Travel Research. Visitor Volume by Accommodation Type Visitor party characteristics and spending behavior are modeled based on whether the visitor stayed for the day, or for overnight visitors, what type of accommodations they used for their overnight stay. The description below is a simplified explanation of the methodology used to estimate visitor volume by accommodation type. • Paid Lodging: Paid lodging includes hotels, short term vacation rentals (STVR), and camping. First, the number of nights that travel parties spent in paid lodging is determined by summing the estimate of paid lodging party nights associated with each type of paid lodging accounted for in the local lodging tax using the formula below. (Hotel Taxable Sales*Persons Per Room \ ADR � STVR Taxable Sales Campground Taxable Sales Paid Lodging Party Nights= + + Party Size ADR ADR Average party size and length of stay for paid lodging are determined by using visitor profile survey data filtered by the type of lodging stayed in by the respondent. Average spending per party and the associated aggregate spending and party nights for persons staying in each paid lodging type are derived from both visitor profile survey data and the data sources in Table 2, which are used to segment expenditure distributions by the type of paid accommodations they stayed in during their trip. 11 2306 J� Dean Runyan Associates Table 2. List of Data Sources by Paid Accommodation Type 11 UZZMEMMM . Hotel • TDT and TID (Monroe County Tax Collector) • ADR and occupancy (Smith Travel Research) STVR TDT and TID (Monroe County Tax Collector) • ADR and occupancy (KeyData) Camping TDT and TID (Monroe County Tax Collector) • Inventory of federal, state, local, and private camping facilities with actual and estimated site counts, occupancy, revenue (AIIStays, USFS-RIDB, City Parks and Rec.) • Unpaid Lodging—Seasonal Second Home Stays: Second Home Stays is a category of unpaid lodging that represents visitors who own a second home and stay there during their trip. Visitor volume for this category is estimated using visitor profile data related to the frequency of use and length of stay, in combination with inventory estimates of "Seasonal, Recreational, or Occasional Use" homes reported by the US Census. • Unpaid Lodging—Private Home Stays (VFR):Private Home Stays is a category of unpaid lodging that represents visitors who stay at a friend or family residence during their trip. Visitors staying in this accommodation type are estimated using the following formula: Survey VFR Party Nights VFR Party Nights = DRA Paid Lodging Party Nights Survey Paid Lodging Party Nights Note:This formula is a simplification of our process,as we also modify our calculation of VFR Party Nights to incorporate county population data • Day Travel: Day Travel represents visitors who traveled more than 50 miles and spent money in the destination but did not spend the night. The restriction of 50 miles was adopted by visitor profile survey providers to ensure that respondents meet the generally accepted definition of travel. estimate day travel volume, we use a similar formula as for private home stays (VFR): Day Trip Days = DRA Paid Lodging Party Nights Survey Day Trip Days Survey Paid Lodging Party Nights Note:The formula above is a simplification of our process.We estimate day visitor spending last,after we have finalized estimates for the overnight categories.We also review other volumetric data such as visitor center visits,airport arrivals/departures,ski industry reports,and border crossings and adjust the survey-based day-proportion when appropriate. 12 2307 J� Dean Runyan Associates om DRA employs a proprietary statistical model called the Regional Travel Impact Model (RTIM) to estimate the direct economic impacts including the spending, industry employment, industry earnings, and tax revenue attributable to travel activity. The RTIM makes use of a variety of data including lodging tax revenue, employment figures, tax revenues by industry, campground capacities, campground occupancy rates, air passenger arrivals, and survey data. Although survey data is utilized, the model is designed to minimize any problems that can occur from annual fluctuations in survey variability and/or sample size limitations by only incorporating it as a secondary input. Direct Spending Direct expenditure breakouts by accommodation and commodity types will be calculated by applying survey-based expenditure distributions to the party night by visitor type estimates referenced above. The data sources in Table 3 are used in conjunction with survey data to estimate the direct travel-related spending on each commodity type. Table 3. List of Data Sources by Commodity Type • Hotel ADR (STR) Accommodations STVR ADR (KeyData) • Lodging taxes (City/County Government) Food Services Meals and Room Tax (City/County Government) • Consumer Price Index (BLS) Food Stores Consumer Price Index (BLS) Retail Retail taxable sales (City/County Government) • Consumer Price Index (BLS) Arts, Entertainment, & Retail taxable sales (City/County Government) Recreation (AER) Consumer Price Index (BLS) Ground Transportation & Motor Fuel Consumption (FHWA) Gasoline Motor Fuel Price (EIA) Note:BLS(Bureau of Labor Statistics),EIA(Energy Administration),STIR(Smith Travel Research). After breaking out direct spending according to the industries that visitors report spending on and adjusting that spending to align with industry-level economic data, we compare the visitor related share of industry spending to the total industry spending determining the ratio of 13 2308 J� Dean Runyan Associates visitor spend in each category to total spend. This is an important step in the analysis process to ensure DRA's estimates make sense within the context of local data. The following additional checks are completed at this point to validate the commodity level breakouts of visitor spending: ■ Ensure the ratio of jurisdiction-level visitor spending on food service (DRA estimate) to meals tax sales (Florida Department of Revenue) is relatively close to the national travel share of this industry from most current or year-applicable BEA Travel and Tourism Satellite Account. The ratio should be higher for more touristy areas and lower for less touristy areas, as compared to the national average. We will do the same for the Retail and Transportation industries, making use of retail taxable sales (Florida Department of Revenue) and motor fuel taxable sales (F H WA). ■ Determine whether there are any "problematic" industries within the area. Industries are considered problematic when they are not recorded as expected within federal and local datasets. For example, golf resorts may report all revenue within accommodations, causing our estimate for Arts, Entertainment, & Recreation to appear high. Casinos may not contribute to local lodging taxes, resulting in unmeasured spending by visitors staying overnight at casinos — in such cases, information on room rates and revenue must be gathered on casinos. These examples are provided for informational context, but there are many other borderline cases that we will review as part of our modeling process. ■ Verify spending by paid lodging, unpaid lodging, and day travel visitors fits trends known to local stakeholders. Direct Employment and Earnings The receipts generated by travel for each travel related commodity are determined by subtracting point-of-sales taxes from visitor sales. Payroll generated by these receipts is estimated using the payroll to receipts ratio specific to the industry and location (US Census). Payroll jobs are estimated by dividing payroll by the average wages for that industry and location (Bureau of Labor Statistics). Because not all jobs are payroll jobs, employment and earnings estimates are factored up using total employment data at the city and industry level (Bureau of Economic Analysis). 14 2309 j� Dean Runyan Associates Comparing travel-generated employment by commodity to payroll, receipts, employment, and establishments for NAICS industries occasionally results in a reformulation of the visitor volume and spending estimates. Although the RTIM outputs are reported in standard impact metrics used throughout the industry for ease of reader comprehension, the RTIM is in fact an iterative model with checks to make sure that estimates across spending, employment, earnings, and taxes are reasonable, given the information we have collected. The NAICS industries that correspond with our industry categories are outlined in Table 4 Below. Table 4. DRA Industry Categories and Corresponding NAICS Codes Accommodations & Food 72 Accommodations & Food Services Services Arts, Entertainment, and 71 Arts, Entertainment, & Recreation, 487 Scenic and Recreation sightseeing transportation, 51213 Motion picture, 532292 Recreational good rentals, 56152 Tour operators. Retail 445 Food & beverage stores, 457 Gasoline stations, 448 Clothing and clothing accessories, 451 Sporting goods, hobby, book and music stores, 452 General merchandise stores, 453 Miscellaneous store retailers. Ground Transportation 482114 Rail transportation, 4831 Water transportation, 4851 urban transit systems, 4852 Interurban and rural bus transportation, 4853 Taxi and limousine service, 4855 Charter bus industry, 532111 Passenger car rental, 53212 Truck, trailer, and RV rental and leasing, 812930 Parking lots and garages. Air Transportation 481111 Scheduled passenger air transportation, 4881 Support activities for air transportation Other Travel 56151 Travel agencies, 56192 Convention and trade show organizers 15 2310 J� Dean Runyan Associates The data checks related to employment and earnings include: ■ Ensure the ratio of employment generated by visitor spending on food service (DRA estimate) to food service payroll employment (BLS) is relatively close to the national travel share of this industry from most current or applicable year BEA TTSA. The ratio should be higher for more touristy areas and lower for less touristy areas, as compared to the national average. The same evaluation is completed for the other travel-related industries. ■ For locations in which state or federal data is not available, data from near-by or "like" locations will be used. Direct Tax Revenue Direct travel-generated taxes are derived by summing the estimated taxes assessed at the sale of travel-related goods and services (point-of-sale taxes), the income taxes associated with travel-generated payroll and earnings, and property taxes attributable to travel-generated earnings. Typical point-of-sale taxes include state & local general sales tax, lodging tax, and motor fuel tax. For taxes based on income, state and local income tax rates will be utilized in conjunction with travel-generated payroll estimates and average wages to estimate individual income tax. For business or corporate income taxes, a similar method will be employed but focus on earnings with additional source data from the State & Local Government Finance Survey (US Census) and total industry earnings (BEA). For property taxes, the total local property tax (State & Local Government Finance Survey) data is gathered and used to estimate the share of those taxes attributable to travel using the formula below. travel related share of property taxes = travel related earnings total earnings Seconind, wry, EconouTrtic hunrt�jpacis Using the direct impacts estimated with the RTIM, the necessary inputs will be used for an IMPLAN Input/Output model. The IMPLAN model will generate secondary impacts including the indirect and induced earnings and employment broken out by industry for the current year (2023). 16 2311 J� Dean Runyan Associates A historical trend of the following metrics will be reported to demonstrate the social impacts that travel and tourism has on Monroe County. Economic Development • Local tax per resident household • Tourism Development Tax and Tourism Improvement Tax Revenues • Fund allocation of these tax revenues Employment Opportunities • Ratio of travel-generated jobs compared to total jobs within travel-related industry groups. • Ratio of travel-generated earnings compared to total earnings within travel-related industry groups. Community Environment • Ratio of non-local visitors to resident population • Ratio of seasonal homes compared to total homes • Ratio of STVR rentals compared to total homes The impact travel and tourism have on the consumption of water and electricity will be estimated by applying average usage statistics to visitor volumes. Average industry usage data will be collected from the EIA, EPA, published research, and other local sources where available. This average usage data typically is reported by common measures such as kWH for electricity and CCF for water. Utility consumption will be modeled based on the types of lodging used and will reflect the consumption directly attributable to visitors. The visitor volumes generated during the economic impact analysis will be used as input. If data allows, we will also look at the seasonality of consumption. 17 2312 J� Dean Runyan Associates ",PiaIffic Congestions lIunrt�jpact DRA suggests two approaches to understanding traffic congestion impacts depending on the town's goals. Both approaches could be pursued to provide a comprehensive understanding of travel and traffic congestion, but the TDC may determine only one approach is needed to address their research goals. • Expert Interviews: DRA will interview 5-10 stakeholders ranging from academics, government analysts, and tourism officials to assess their perception of how travel and tourism impacts traffic congestion in the region. DRA will provide Monroe County TDC with a list of potential interview candidates and staff will be invited to make suggestions before the list is finalized. Interview candidates will be contacted by DRA with a standardized introduction email that provides high-level background related to the project and the purpose of the interview. Interviews will be conducted over the phone and calls will be recorded for qualitative analysis. • Geolocation Analysis: DRA will work with Streetlight Data to incorporate geolocation- related metrics into our analysis of travel congestion impacts in Monroe County. Appropriate metrics will first be determined collaboratively between DRA and Monroe County TDC. Potential metrics related to traffic modeling include: • Transportation Modeling: Volume/Traffic Counts, Origin-Destination, Demographics, Trip Purpose • Roadway Volumes: Average Annual Daily Traffic (AADT) • Corridor Studies: Volume, VMT/VKT, Speed, VHD, Congestion, Travel Time • Visitation Studies: Volume, Trip Origins, Travel Time, Trip Length, Trip Speed, Traveler Demographics, Home and Work Locations 18 2313 j� Dean Runyan Associates Defiverables DRA will assess the direct and secondary economic impacts of travel throughout Monroe County between 2018 and 2023. All direct impacts (visitor volume, visitor spending, travel- generated earnings, travel-generated employment, and travel-generated tax revenue) will be reported for Monroe County, as well as the five island districts (Islamorada, Key Largo, Key West, Lower Keys, and Marathon) within the county for the full time-series (2018-2023). Secondary economic impacts (indirect and induced employment and earnings) will be reported for the county for the most current calendar year (2023). The other components will be reported for the following periods: • 3-year trend (2021-2023) • Visitor volume (person-nights and person-trips) by accommodation type • Utility impacts • Traffic congestion impacts • Current year (2023) • Visitor metrics (average daily spend, average trip spend, average trip length, average party size) Direct economic impact breakouts: The following breakouts will be included in the reporting of direct economic impacts. • Visitor spending by accommodation type • Hotel/motel, STVR • STVR (2021-2023) • Seasonal home (2nd home) • Private home (VFR) • Camping • Day • Cruise • Travel-generated earnings and employment by industry • Accommodations and food service • Arts, entertainment, and recreation • Ground transportation • Visitor air 19 2314 J� Dean Runyan Associates The results will be delivered in a comprehensive PDF report and economic impacts can be published on DRA's interactive online dashboard interface, TravelStats, if that is preferred. The PDF report will include detailed graphs, tables, and explanatory text to effectively communicate the analysis findings of the direct and secondary economic impacts, utility impacts, traffic congestion impacts, and social impacts. DRA will provide excel files for any data components requested by Monroe County TDC. An online presentation is included in our standard service cost, but an in-person presentation would incur additional cost for staff time and travel expenses. If Monroe County TDC has unique needs beyond the scope of what was outlined in the deliverables, DRA would be happy to discuss these further. Customization of our standard approach and deliverables are possible dependent on data availability. Examples of past projects can be found on Q.l:�..II:.... .E4)S N�. Please feel free to contact us by phone or email with any follow up questions or additional requests. Price Cost Direct Impact Analysis $7,000 Secondary Impact Analysis $5,000 Utility Impact Analysis $4,500 Traffic Congestion—Expert Interviews $2,500 Traffic Congestion—Geolocation Analysis* $13,618 Total $32,618,,,,,, Note:An online presentation, report, and dashboard is included in the total cost *Traffic Congestion—Geolocation Analysis cost includes general traffic congestion impacts, local vs.visitor breakouts, and traffic congestion attributable to commuters vs.tourists or pass through traffic. 20 2315 J� Dean Runyan Associates Timeline DRA expects this project will take up to 10 weeks to complete. The preparation, analysis, and reporting are expected to be completed within the first eight weeks and any revisions that are requested by TDC after reviewing a draft report will be rectified in the final two weeks. Table 5 below outlines the proposed schedule for each segment of the project. Table 5. Proposed Project Schedule Weeks 1 ; 2 3 4 5 6 7 g 9 10 Data collection and model preparation Visitor volume and direct impact analysis NO Secondary impact analysis Validation and reporting Monroe Count TDC Review Data collection Analysis Validation and reporting Monroe County TDC Review Data collection Analysis Validation and reporting Monroe County TDC Review Design and TDC approvals Data collection JIM Interviews Analysis Validation and reporting Monroe County TDC Review 21 2316