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5th Task Order 11/19/2024 GVS COURTq° o: A Kevin Madok, CPA - �o ........ � Clerk of the Circuit Court& Comptroller Monroe County, Florida �z cooN DATE: December 2, 2024 TO: Rhonda Haag Chief Resilience Officer FROM: Liz Yongue, Deputy Clerk SUBJECT: November 19, 2024 BOCC Meeting The following item has been executed and added to the record: Q3 Task Order 45 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. 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 A 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 FOR SEA LEVEL RISE / ROAD ADAPTATION PROJECTS, TWIN LAKES In accordance with the Agreement for Professional Services for Special Assessments, made and entered into on May 17, 2023, (Agreement), between Monroe County, ("County") and Anser Advisory Consulting, LLC d/b/a Anser Advisory ("Consultant"), the parties enter into this Task Order No. 5. This Task Order No. 5 is entered into on November 19;2024, by and between County and Consultant for professional consulting services for a sea level rise/road mitigation special assessment program for the Twin Lakes subdivision in Key Largo. All terms and conditions of the Agreement apply to this Task Order No. 5, unless this Task Order amends, adds, or modifies a provision or an Article of the Agreement, in which case, the provision or Article will be specifically referenced in this Task Order and the amendment, addition, or modification will be precisely described. These additions apply only to the project referenced in this Task Order No. 5. WITNESSETH WHEREAS, the County and Consultant entered into Task Order No. 3 effective October 1, 2023, for the Consultant to perform professional consulting services for a sea level rise/road adaptation special assessment project for the Twin Lakes subdivision area; and WHEREAS, the parties decided thereafter that the services described in Task Order No. 3 would not be undertaken during the period of performance set forth therein; and WHEREAS, the period of performance set forth in Task Order No. 3 expired on September 30, 2024; and WHEREAS, the County desires to engage the services of Anser Advisory at this time to provide professional consulting services for a sea level rise/road adaptation special assessment project for the Twin Lakes subdivision area. 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, the parties agree as follows: 1. Task Order No. 3 between the County and Consultant is hereby withdrawn. 2. In consideration of the mutual promises and covenants set forth below, the parties agree as follows: A. SCOPE OF SERVICES. In accordance with Article II, SCOPE OF BASIC SERVICES of the Agreement, 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. B. COMPENSATION. In accordance with Article VII, Paragraph 7.1. of the Agreement, County agrees to pay a lump sum fee of Twelve Thousand; Five Hundred Dollars ($12,500.00.) for the services as described in Appendix A. The fee is payable on the schedule as set forth in Appendix A. The fee for professional services does not include any on-site visits by the Consultant. Any requested on-site meetings by Anser staff may be arranged at the standard hourly rates provided in Appendix A. 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 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 $1.63 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. C. TERM OF TASK ORDER. This Task Order shall be effective as of November 19, 2024, and shall expire on September 30, 2025. In all other respects, the terms and conditions of the Agreement remain unchanged and shall apply. IN WITNESS WHEREOF, each party has caused Task Order #5 to .be executed : • .by its duly authorized representative as set forth below: . :: MONROE COUNTY, FLORIDA . . AN.SER:ADVISO•RY . , A ty: : :• r ' : A: i • . . : . r. : a r : I : . . . : : . : . i ilk , , • ::0 . • • . • Mayor :Sncii iNe,ubarth, Director :ate: : ' ate: Noveber 1:,:2024 . . MONROE COUNTY ATTOriNEYP.OFFICE: • • : APPROVED.AS:TO.Foam . . : i :.. . /- / - ( -,, _ . . . ,, ASSISTANT.COUP ATT9fINEY i i -. 01 2024 rs r r .: °AT, ES,T: KEVIN MADOK,.CLERK ' . .•• . t r 11 i..5 1 n11' ' rn ';'?",..-;',r,/,-c-:,,,,,,-, ::-.3 .;i::-::::5;i:',;;,---,). ''''.'-',-,,';--h,:',,, : . : . . . . : c. -,--R rz:2 i : .. F;eit)�. Iry �.� t 1 'J:.e� lair t.�`t. : : ����.., - . ..::.., . : ._ . : i.:..�:a" �:{:r y' ,r ++ r J \'‘,:',q L-((,)(4(yy) (tea' ,,.:,o. 1I <J1,,,,,,,i...,,g, -, -�•f`�Jf. (�s A�p�l u}n 6-rl� I_//�'///� . . . : : : - �Q.:„.,.:.,��•* ��.!����j�� . i i . .,,,, Cl " ,'- !J7 f .. .. t 1 Uy Y A i�S1/. , �-�,, .,., .�.,w=� r, :,�� =��6'.:, s Deputy Clerk �.,:t„�, ;ant .�.. -,,,, �»r. APPENDIX A Appendix A TWIN LAKES NEIGHBORHOOD SEA LEVEL RISE ROADWAY MITIGATION MAINTENANCE SERVICES WORK TO BE CONDUCTED DURING FISCAL YEAR 2024-25 ANSER ADVISORY CONSULTING, LLC (ANSER) SCOPE OF SERVICES Task 1: Evaluate Sea Level Rise Roadway Maintenance Project Determine and obtain the necessary data to develop apportionment methodology. Locate the proposed maintenance services and determine the benefited properties. Evaluate the proposed project to determine and obtain the data and information necessary to develop an assessment methodology approach. Such data may include the GIS database, tax roll information and existing and future land-use data. Using the data, determine the preliminary location of the proposed services to serve as a basis for identifying geographic areas benefited by the improvements. Task 2: Develop a Preliminary Apportionment Methodology Using the data and criteria established by County staff and officials, Anser will develop a preliminary apportionment methodology based on the proposed services, their location and properties benefited. Task 3: Create a Preliminary Database Using the most current ad valorem tax roll, create a preliminary database. Augment the database with other pertinent data determined to support the apportionment methodology. Task 4: Determine the Assessment Revenue Requirements Review the funding requirements of the proposed services. Advise the County in determining the total sea level rise roadway maintenance services revenue requirements to ensure the County recovers the costs of: (a) net revenue requirements, (b) implementing the program, and (c)collecting the assessments. Task 5: Apply Apportionment Methodology to Preliminary Database Apply the preliminary apportionment methodology to the preliminary database to test the data validity and sufficiency. Modify the database and/or revise the apportionment methodology as necessary. Task 6: Calculate a Proforma Schedule of Rates Calculate a proforma schedule of rates based on the apportionment methodology and revenue requirements for the assessment program. Provide alternative revenue scenarios, if required. Task 7: Prepare Assessment Memorandum Prepare an Assessment Memorandum which documents proposed apportionment methodology and proforma assessment rates. Task 8: Assist with Legal Documents Advise and assist the County's legal counsel in drafting of the implementing legal documents. Task 9: Advise and Assist with Implementation Requirements Advise and assist with the legal requirements for adoption of the maximum annual rates and certification of the assessment roll in accordance with the Uniform Method including: (a) the development of the first-class notice and its distribution, (b)publication of the public hearing, (c) attendance via Zoom at the public hearing and (d) certification of the assessment roll to the Monroe County Tax Collector. Task 10: Delivery of the Assessment Roll to the Tax Collector Assist the County with the delivery of the assessment roll to the Monroe County Tax Collector for collection using the uniform method. FEES AND COSTS For the professional services and specialized assistance described in the provided and proposed Scope of Services,Anser will work under a "lump sum" fee arrangement of$12,500. The lump sum fee for professional services does not include any on-site visits to the County by Anser staff.Any on- site meeting can be arranged at our standard hourly rates. Expenses related to any meetings will be billed in accordance with section 112.061, Florida Statutes. If necessary, in lieu of on-site visits, periodic telephone conference calls or Zoom meetings may be scheduled to discuss project status. The standard hourly rates for Anser are as follows: ANSER ADVISORY CONSULTING, LLC SeniorAdvisor................................................................................. $285 Vice President/Managing Director.................................................... $285 Director ......................................................................................... $235 Project Manager/Project Coordinator .............................................. $185 Database Analyst/Technical Services .............................................. $150 Lead Project Analyst ....................................................................... $100 ProjectAnalyst................................................................................ $ 90 Administrative Support.................................................................... $ 75 The lump sum fee does not include the costs of producing and mailing first class notices, if required. Mailing and production costs depend on the number of assessable parcels of property within the assessment program area, but average approximately $1.63 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 amountof postage beyond the domestic rate. Should U.S. postage rates increase prior to mailing, the additional postage per notice will be charged. The County is responsible for any costs incurred to obtain information from the property appraiser or other public officials that is necessary for the assessment program. The County is responsible for working with the Property Appraiser to obtain the necessary information for properties with exempt "home addresses" pursuant to Section 119.071, Florida Statutes. The County is responsible for any and all newspaper publications, including, but not limited to, making arrangements for publications and any costs associated therewith. Please note that Anser works with the premise of developing and implementing assessment 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. Accordingly, in the event there is a legal challenge, Anser would be available, on an hourly basis, to assist the County in its defense. DELIVERABLES SCHEDULE Deliverable Schedule Notice to Proceed October- November 2024 Develop Assessment Methodology October—December 2024 Proforma Assessment Rates December 2024—March 2025 Assessment Memorandum March—May 2025 Implementation April—September 2025 PAYMENT SCHEDULE The lump sum fee for professional services and specialized assistance will be due and payable on the following basis. Payment will be based on the following schedule, assuming that notice to proceed is received in November 2024. If notice to proceed occurs after this date, payment will be adjusted on the basis of a condensing of the anticipated number of months remaining to complete the project. Schedule Payment Amount December 2024 25%of lump sum fee $3,125.00 January 2025 25%of lump sum fee $3,125.00 April 2025 25%of lump sum fee $3,125.00 August 2025 25%of lump sum fee $3,125.00 Total $12,500.00 DATE(MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 11/21/2024 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� p y, 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 'a NAME: Aon Risk services central, Inc. PHONE O FAX W Chicago IL Office (A/C.No.Ext): (866) 283-7122 (A/C.No.): (800) 363-0105 'a 200 East Randolph E-MAIL 2 Chicago IL 60601 USA ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# INSURED INSURERA: The continental Insurance company 35289 Anser Advisory consulting, LLC INSURERB: American casualty co. of Reading PA 20427 1500 Mahan Drive Tallahassee FL 32308 USA INSURERC: Valley Forge Insurance co 20508 INSURERD: Allianz Global Risks Us Insurance co. 35300 INSURER E: Zurich American Ins co 16535 INSURER F: National Union Fire Ins co of Pittsburgh 19445 COVERAGES CERTIFICATE NUMBER: 570109504627 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 MAYBE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, Limits shown are as re uested INSR ADDL SUBR EFF POLICY EXP LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER (POLICYMM/DD/YYYY) (MM/DD/YYYY) LIMITS C X COMMERCIAL GENERAL LIABILITY 7064039430 01 17 2024 01 17 2025 EACH OCCURRENCE $1,000,000 CLAIMS-MADE OCCUR P REMISES (Eaoccurrence) $1,000,000 fy lfb�C T MED EXP(Any one person) $15,000 PERSONAL&ADV INJURY $1,000,000 Y� w . N GEN'LAGGREGATE LIMITAPPLIES PER: 11 22.24 GENERAL AGGREGATE $2,000,000 WAK" � X POLICY ❑PRO ❑LOC DATE - PRODUCTS-COMP/OP AGG $2,000,000 0 JECT OTHER: o r A BUA 7064031019 01/17/2024 01/17/202 5 COMBINED SINGLE LIMIT AUTOMOBILE LIABILITY $1,000,000 E BAP 9376191 21 11/15/2024 11/15/2025 (Ea accident $1,OOO,OOO X ANYAUTO 5m Xs 1m BODILY INJURY(Per person) O OWNED SCHEDULED BODILY INJURY(Per accident) Z AUTOS ONLY AUTOS HIREDAUTOS NON-OWNED PROPERTY DAMAGE W 2 ONLY AUTOS ONLY (Per accident) U 'E W F X UMBRELLA LIAB X OCCUR BE017247267 11/15/2024 11/15/2025 EACH OCCURRENCE $10,000,000 U EXCESS LIAB CLAIMS-MADE AGGREGATE $10,000,000 DED I RETENTION B WORKERS COMPENSATION AND Wc711411372 01/17/2024 01/17/2025 X PER STATUTE ORTH- EMPLOYERS'LIABILITY ANY PROPRIETOR/PARTNER/ Y/N WC — A05 E.L.EACH ACCIDENT $1,000,000 A EXECUTIVEOFFICER/MEMBER N N/A WC711411386 01/17/2024 01/17/2025 (Mandatory in NH) WC - CA E.L.DISEASE-EA EMPLOYEE $1,000,000 E IDfyes,describe under $1,000,000 SCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT D E&O - Professional Liability Usz000017240M 06/01/2024 06/01/2025 EachClaim/Aggregate $2,000,000 Primary SIR applies per policy ter s & condi ions =_ .�L DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) C RE: solid Waste and Wastewater Projects, canal Restoration Program, sea Level Rise and Flood Mitigation Program= and Other Potential Programs. Evidence of coverage. Monroe county BOCC is included as Additional Insured in accordance with the policy provisions of the General Liability, Automobile Liability and Umbrella Liability policies. General Liability policy evidenced herein is Primary and Non.contributory to other insurance available to an Additional Insured, but only in accordance with the policy's provisions. A Waiver of Subrogation is granted in favor of Monroe county BOCC in accordance with the policy provision of the General Liability, Automobile Liability, Umbrella Liability and Workers' compensation policies. a}�J !n-J CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION P DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. '-v= 1- Z� Monroe county BOCC AUTHORIZED REPRESENTATIVE 1100 Simonton St. -i Key West FL 33040 USA e c `s i� 19-i nJfi�cj p��JJJ �/(� ©1988-2015 ACORD CORPORATION.All rights reserved ACORD 25(2016/03) The ACORD name and logo are registered marks ofACORD AGENCY CUSTOMER ID: 570000009368 LOC#: ADDITIONAL REMARKS SCHEDULE Page _ of _ AGENCY NAMED INSURED Aon Risk services Central , Inc. Anser Advisory Consulting, LLC POLICY NUMBER See Certificate Number: 570109504627 CARRIER I NAIC CODE See Certificate Number: 570109504627 EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: ACORD 25 FORM TITLE: Certificate of Liability Insurance Additional Coverage General Liability policy below is the conduit connecting policy 7064039430 to policy BE017247267 through a difference in condition endorsement. Policy #: GL0937619221 Carrier: Zurich American Insurance Company Term: 11/15/2024 - 11/15/2025 Limits: Each occurance: $2,000,000 Damage to Rented Premise: $300,000 Med Exp: $105000 Personal & Adv Ingury: $2,000,000 General Aggregate: $20,000,000 Products - Comp/op Agg: $450005000 Auto Liability policy below is the conduit connecting policy 7064031019 to policy BE017247267 through a difference in condition endorsement. Policy #: BAP 9376191 21 Carrier: Zurich American Insurance Company Term: 11/15/2024 - 11/15/2025 Limit: $550005000 ACORD 101(2008/01) ©2008 ACORD CORPORATION.All rights reserved. The ACORD name and logo are registered marks of ACORD