Loading...
HomeMy WebLinkAbout7th Task Order 05/21/2025 GVS COURTq° o: A Kevin Madok, CPA - �o ........ � Clerk of the Circuit Court& Comptroller Monroe County, Florida �z cooN DATE: June 3, 2025 TO: Rhonda Haag Chief Resilience Officer FROM: Liz Yongue, Deputy Clerk SUBJECT: May 21, 2025 BOCC Meeting The following item has been executed and added to the record: 02 Task Order 47 for approval of Tasks 1-6 for $9250 to develop an assessment methodology under the County's special assessment program to fund the operations and maintenance and capital costs of the Sands subdivision road adaptation project on Big Pine Key, under the On-Call Contract with Accenture Infrastructure and Capital Projects Consulting, Inc. (formerly 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 TASK ORDER# 7 BY AND BETWEEN ACCENTURE INFRASTRUCTURE AND CAPITAL PROJECTS CONSULTING, LLC and MONROE COUNTY, FLORIDA FOR PROFESSIONAL CONSULTING SERVICES FOR DEVELOPMENT OF METHODOLOGY AND NON-AD VALOREM SPECIAL ASSESSMENT ROLLS FOR MONROE COUNTY FOR SEA LEVEL RISE / ROAD ADAPTATION PROJECTS, SANDS SUBDIVISION, BIG PINE KEY This Task Order No 7 is entered into on May 21, 2025, by and between Monroe County, hereinafter referred to as the "County" and Accenture Infrastructure and Capital Projects Consulting, LLC hereinafter referred to as "Consultant," for professional consulting services for a sea level rise/road mitigation special assessment program for the Sands subdivision in Big Pine Key. WITNESSETH WHEREAS, the County desires to engage the services of Consultant to provide professional consulting services for a sea level rise/road adaptation special assessment project for the Sands subdivision area in Big Pine Key. 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 a not to exceed fee of Eighteen Thousand Five Hundred Dollars ($18,500.00) for the services as described in Appendix A. The fee is payable on the schedule as set forth in Appendix A. Page 1 of 3 e fee.fororpfessjohol servicesdoes no inc u e any.on-si,e visi s.. y onsu.ta:nt.: . .• . :• . . : :•Any. requested••on=site.••meetings by Accenture...staff::may: be.'arranged :at.•our: ••. : . : i.:: ••. :: ... .- :.... . •.: : 'standard: hourly:•rates:provided• in Appendix A. : All 'expenses related' to: these .• • : : • •• ' • requested: meetings will :be•billed, i.n .accordance :with •Section :112.06.1, :Florida . • • • .• •_ : : •.: • Statutes.. If nec:e.ssary,:in lieu of on-:site visits:, periodic telephone conference:calls: : : :• ''. :•.•: i. . ':.: :. .• '•. •:may be.scheduled ito discuss project status. :.• . • The•fee:does not..include the:cost of producing: and, mailing first class notices, if : : ..required•. :.Mailing::and :production .costs.'depend.. on ..the:numbe•r.of assessable . • : :: ... ... :: :- .: .•..i ' :.:. ... --• ..- :..- • •-. - • .: parcels:... of prope y: .wi in e • assessmen :program area., u -: average: •• • • •.: : . : • I•. :approximately 1:63:per:parcel.: •Payrment'of mailing .and•production:costs:is due :.• • •• •: . ' • at the. time of adoption of•the•initial•assessment..resolution or.like do:cument:: Fo.r: • .• :•. : :• • • • . non-domestic•notices, mailing charges .will. .inclu.de the actual•amount of postage.. : . : •eyon •t a dothestib.rates. ou postage rates.'increase:pr or to ma.i .ng; . . .•.• the additional:postage:per notice:will.be:•charged.. . :: : •• • • i••All other terms includ•ing.the Payment.Schedule'are.•a•s set forth in Appendix.A. •• . '• - : • :•• - .: . .• -.: . ... . ..• ..... 3. Term of Task Order-... :.• . •..This :Task Order :shall : be .effective :a:s. .of May..21:,..2025: and: shall: expire: On •• :: ••. -.. .• November. . •: In•all•other respects,.•the•terms and conditions•of the m"Agreeent.remain unchanged. .• : •: : • '- • and shall apply.. . • ' • • • .IN •WITNESS •WHEREOF,.each -party-..has caused.'Task Order:#:7 .to. be executed: :: •• • by :its duly. authorized representative as set forth. below.:' - • • •.: - •• • • • - : : • : - :MONROE COUNTY,'FLO.RIDA: : . -'' : ACCENTURE•INFRASTRUCTURE AND• : •: .- . ••' : •: • . .. 1 :.* . •.• :'. • :- .•.: :.• . -• • : .... •• .•*CAPITAL PROJECTS:CON.SULTINp, 1.....14C.::..: .:.'.....•... :'. . .:.•..•.::.: •.• • • •• • • • • - • •• •.• -- - • • • • • • • • • ' • • • • • • • ' - • • •. • : ''. . .• •:.J'*. ••••:-• :.•••:-.A...•'...1......, .. ........... .. • • • gl rp-� . t: y, • Y . .• • .. . . • 7 . --<., f, `k,--,. , • • James Scholl. Mayor ••• • • • -•• Corey Burbach: Senior Vice P ' ent•: • r • ate.._.l �C A�. • • • • • r ��11 • �r r�i• �-�Y \\ � 04/28%2025 • •,D;a�te''.),... ay 21,:20•25 • :' Date: )t ...• . . . : °i c';j it 4r 7 ,,..• i •,,.4� ?'i�`i A .. ,. .. - '•. ', • • ,�,�' ),;` ` 4 \:4-Aittot..,, evin Madok, Clerk- .. . " ' ‘' Atlitit4 s*-00,1:*!.:., AOVIWocy. • :.:: ••• . . . :... . :.:. ... ... : . .... .. - • .. . .. . . . . . . . . . ..7,n. .H.,„.,.. ....:,_.:.:......Q .� 'J,•�iN .`.i;S:] ,r..3��4`5 � � � 1 .. .. ,,,�-� .����:., ���,�. �D ut Clerk . . :.' �' •.. .. MONiRC�E�OLI.N'i���1�TQl�INE1f'S+C�F'�CE. :• .:Ap:prove a •toi•form.and legal:sufficiency. • AP�RaED�►S�C}FORM Y Monroe County Attorneys Office s . _ sTAN .�►ri-o�NEtir. DATE:: COU .. Page 2 of 3 Appendix A— Scope of Work Page 3 of 3 Appendix A SANDS SUBDIVISION, BIG PINE KEY SEA LEVEL RISE ROADWAY MITIGATION MAINTENANCE SERVICES AND CAPITAL INFRASTRUCTURE WORK TO BE CONDUCTED DURING FISCAL YEAR 2025-26 ACCENTURE INFRASTRUCTURE AND CAPITAL PROJECTS CONSULTING, LLC, FORMERLY ANSER ADVISORY CONSULTING, LLC (ACCENTURE) SCOPE OF SERVICES Task 1: Evaluate Sea Level Rise Roadway Maintenance and Capital Infrastructure Project Work with Technical team to determine and obtain the necessary data to develop apportionment methodology. Work with technical team to locate the proposed maintenance services and infrastructure improvements and determine the benefited properties. Evaluate the proposed project to determine and obtain the data and information necessary to develop proposed assessment methodology approach(s). 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 and infrastructure improvements to serve as a basis for identifying geographic areas benefited by the improvements. Task 2: Develop Preliminary Apportionment Methodology(ies)Work with the Technical team to use the data and criteria established by County staff and officials,Accenture and team will develop preliminary apportionment methodology(ies) based on the proposed services, infrastructure improvements, 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: Attend a neighborhood meeting by virtual attendance in July 2025. Attend a BOCC meeting by virtual attendance if scheduled by the County. Task 5: 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 and infrastructure improvements revenue requirements to ensure the County recoversthe costs of:(a) net revenue requirements, (b) implementingthe program, and (c) collecting the assessments. Task 6: Apply Apportionment Methodology to Preliminary Database Apply the preliminary apportionment methodology(ies) to the preliminary database to test the data validity and sufficiency of the approach(es). Modify the database and/or revise the apportionment methodology(ies) as necessary. Task 7: (At County's option)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. Accenture I A-1 Task 8: (At County's option) Prepare Assessment Memorandum Prepare an Assessment Memorandum which documents proposed apportionment methodology and proforma assessment rates. Task 9: (At County's option) Assist with Legal Documents Advise and assist the County's legal counsel in drafting of the implementing legal documents. Task 10: (At County's option)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 11: (At County's option) 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, Accenture will work under a "lump sum" fee arrangement of $18,500. The lump sum fee for professional services does not include any on-site visits to the County by Accenture 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 Accenture are as follows: ACCENTURE 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 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 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. Accenture I A-2 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 Accenture 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, Accenture would be available, on an hourly basis, to assist the County in its defense. DELIVERABLES SCHEDULE Deliverable Schedule Monroe County BOCC approval May 2025 Notice to Proceed May-June 2025 Develop Assessment Methodology May - August 2025 Neighborhood Meeting(virtual attendance) July-August 2025 Proforma Assessment Rates August-October 2025 BOCC Meeting(virtual attendance) TBD Assessment Memorandum if County proceeds March -May 2026 Implementation if County proceeds April - September 2026 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 May or June 2025. 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 August 2025 25% of lump sum fee $4,625.00 December 2025 25% of lump sum fee $4,625.00 (At County's option)January 2026 25% of lump sum fee $4,625.00 (At County's option)August 2026 25% of lump sum fee $4,625.00 Total $18,500.00 Accenture I A-3 DATE(MM/DD/YYYY) A o CERTIFICATE OF LIABILITY INSURANCE 02/06/2025 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: Aon Risk Services Central, Inc. PHONE (866) 283-7122 FAX (800) 363-0105 Chicago IL Office (A/C.No.Ext): A/C.No.: -a 200 East Randolph E-MAIL p Chicago IL 60601 USA ADDRESS: _ INSURER(S)AFFORDING COVERAGE NAIC# INSURED INSURER A: AllianZ Global Risks US Insurance Co. 35300 Accenture Infrastructure INSURER B: Zurich American Ins Co 16535 & Capital Projects Consulting LLC 529 E. Crown Point Road, Suite 170 INSURERC: National Union Fire Ins Co of Pittsburgh 19445 Ocoee FL 34761 USA INSURERD: American Zurich Ins Co 40142 INSURER E: INSURER F. COVERAGES CERTIFICATE NUMBER:570110787877 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. Limits shown are as requested POLICY EFF POLICY ExF, LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER MM/DD/YYYY MM/DD/YYYY LIMITS B X COMMERCIAL GENERAL LIABILITY GLO EACH OCCURRENCE $2,000,000 CLAIMS-MADE X❑OCCUR .(, $300,000 A ) K PREMISES Ea occurrence ( P�"d w_ MED EXP(Any one person) $10,000 PERSONAL&ADV INJURY $2,000,000 n GEN'L AGGREGATE LIMIT APPLIES PER: 2 10.25 GENERAL AGGREGATE $20,000,000 r- X POLICY ❑PRO- E LOC -.�-- PRODUCTS-COMP/OP AGG $4,000,000 0 OTHER: ^o B AUTOMOBILE LIABILITY BAP 9376191 21 11/15/2024 11/15/202 5 COMBINED SINGLE LIMIT Ea accident $1,000,000 X ANY AUTO BODILY INJURY(Per person) 0 Z OWNED SCHEDULED BODILY INJURY(Per accident) 0 AUTOS ONLY AUTOS R HIRED AUTOS NON-OWNED PROPERTY DAMAGE V ONLY AUTOS ONLY Per accident C X UMBRELLA LIAB X OCCUR BE017247267 11/15/2024 11/15/2025 EACH OCCURRENCE $9,000,000 V EXCESS LIAB CLAIMS-MADE AGGREGATE $9,000,000 DED RETENTION D WORKERS COMPENSATION AND WC929926224 01/01/2025 01/01/2026 X I PERSTATUTE I OTH- EMPLOYERS'LIABILITY Y/N WC - AOS ER ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $1,000,000 B OFFICER/MEMBER EXCLUDED? N/A WC929926324 O1/O1/2025 O1/Ol/2026 (Mandatory in NH) WC - MA, NM, WI E.L.DISEASE-EA EMPLOYEE $1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $1,000,000— A E&O - Professional Liability USZ000017240M 06/01/2024 06/01/2025 Eachclaim/Aggregate $2,000,000 - Primary SIR applies per policy terns & condi ions DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) 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 E%E policy's provisions. A Waiver of Subrogation is granted in favor of Monroe County BOCC in accordance with the policy provisions of the General Liability, Automobile Liability, Umbrella Liability and Workers' Compensation policies. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Monroe County BOCC AUTHORIZED REPRESENTATIVE 1100 Simonton St. Key West FL 33040 USA ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD