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HomeMy WebLinkAbout1st Amendment 07/16/2025 GVS COURTq° o: A Kevin Madok, CPA - �o ........ � Clerk of the Circuit Court& Comptroller Monroe County, Florida �z cooN DATE: September 9, 2025 TO: Ammie Machan, Administrative Assistant Tourist Development Council FROM: Liz Yongue, Deputy Clerk SUBJECT: July 16, 2025 BOCC Meeting The following item has been executed and added to the record: D 19 1 st Amendment to Agreement with Rockport Analytics, Inc. for Visitor Profile Services to exercise the option to extend the agreement for an additional 2-year term and to increase compensation based on CPI adjustment to $122,267/year. 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 AMENDMENT (1st AMENDMENT) TO AGREEMENT 1 6th July THIS AMENDMENT to Agreement dated this-2&.day of 2025, is entered into by and between the Board of County Commissioners for Monroe County (County), on behalf,of the Tourist Development Council, and Rockport Analytics, LLC (Company). I , WHEREAS, there was an Agreement entered into on July 20, 2022 between the parties, for Company to provide Visitor Profile Survey Services for the Tourist Development Council; ani WHEREAS, the Agreement provides an option to extend the Agreement under the same terms and conditions for an additional two (2) year period; and WHEREAS, the parties desire to exercise the option to extend the Agreement for an additional two (2) year period under the same terms and conditions, subject to negotiations of monetary'terms; and WHEREAS, the parties desire to increase the compensation of the Agreement by $12,017/year based on the 3-year CPI inflation adjustment of 10.9%; and WHEREAS, the parties desire to amend the payment frequency from monthly to quarterly; and NOW, THEREFORE, in consideration of the mutual covenants contained herein, the parties agree to the amended Agreement as follows: 1. Paragraph I of the Agreement shall be revised to read: Term: The Agreement shall expire on September 30, 2027. 2. Paragraph 4 of the Agreement shall be revised to read: Compensation: The Contractor's annual fee shall not exceed $122,267/year with an additional amount of no more than $1,000 per year for miscellaneous expenses. Miscellaneous expenses may include printing, mailing, couriers and postage. Monroe County's performance and obligation to pay under this contract is contingent upon an annual appropriation by the BOCC. Payment will be made in accordance with the Local Government Prompt Payment Act, F.S. 218.70. 3. Paragraph 5 of the Agreement shall be revised to read: Billings: For the period of October 1, 2025 through September 30, 2027 the Contractor shall submit quarterly invoices to the TDC Administrative Office. Payments will be made in the amount of $30,566.75 for contracted services during the previous quarter, and up to $250.00 per quarter for allowable miscellaneous expenses incurred during the previous quarter. Contractor shall submit billing and invoices with supporting documentation that is acceptable to the Clerk. Acceptability to the Clerk is based on generally accepted accounting principles and such laws, rules and regulations as may govern the Clerk's disbursal of funds. The Contractor's annual fee shall be $122,267. Said payments shall be sent by mail by County directly to: ROCKPORT ANALYTICS 620 Chesapeake Ave, STE 100 Annapolis, MD 21430 4. The remaining provisions of the agreement dated July 20, 2022 shall remain in full force and effect. Amendment#1 2770 Rockport Analytics IN WITNESS WHEREOF, the:.parties :have:set their''hands :and seal on the day and:yeair;first above:w:ritte:n: . . • : • • . . 1,.:,,:..;,'1•,,,,.,...-:.:„-:-'.1:•; s.. ! i �;2f t Commissioners(SEAL) a� .,� : Board o. Coun y • Att st=cKevi�n l� 1adok, Clerk of Monroe County : • : : : : : ii,,::::.,..:4',..,,-?.,..,:j...,-...:,,,,,.., k il!-:-,q-:1 l (%5 \V---::::',...:,,4.-',:':,:'.....:1':, .. is sil'-: ®5 Sis,-_,,,,,,,..,,,,'mil 1 / }�. ,I', , (..)(f\ii\i‘. .-, . ,„,ir....,,, ,.:.... ,, .. . ,.... ..1! ,...a. I . : i : : ‘s -.:-::,:.=,.•:-.. ;;;z-,,,f,--;...,,,,.,,,,:‘, t.---...-,•-:.-Tf,..:_r,:-.±.,f',,f,„:,,,,'. : . . - . • r � �! It A.. . . k_, a:',A DeputClerk Mayor/Chairman MONROE COUNTY ATTORNEY APPROVED AS TO•FORM Rockport An !alytics LLC : : CHRISTINE LIMBERT BARROWS.. SR.ASSISTANT COUNTY ATTORNEY : : : .. .. .' DATE:�6/26f25.. .. . ' .. .. :g ., : : Wit' : • • .Y k�' M :. ...,,,,. . : :Princtp I"Partner. . . •" 6 . . . • : . .rt4n a"": "a : j ,off • _, . UQc\y ' • ``-'. . : : • Print.Name: * .1 : : : : -.4_,,.... ' 21.0. =',.: : i : : : : : ---,,,t1 : ztt. ' .rii, . -: ‘. • ".. ' : .. .3:Date.. ç /; �. . . •. . :. . . .. . . . � .� � . . : ram::,,• . . . . • " " " 7b..!-:,, . ... "iej.::.,-..,,,7,',.., . : • . : . AND TWO:WITNESSES: . i : : : : / . : . , . ... . , • J:,(1): 2)- .. . • .. . .. : -:. : . . .. 7". . . i im 1,i• (1) 4.-4.-) . . / (2). :j . .- mi ' ,..., : . : :: . .: : : : : • • - : : : Print Name : . Paint i . .•me. � : . , .. . . ,. : : • . ' • .. . : . j 23. : • . Date.. . ... . Date. • . • Amendment#l. : . . .. : 1277U.Rockport;A.aiytics- : DATE(MMIDDIYYYY) ACOR" CERTIFICATE OF LIABILITY INSURANCE Fo-8I27/2024 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 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: BIBERK PAHONN Ext: 844-472-0967 FAX No: 203-654-3613 IC,P.O. Box 113247 E-MAIL customerservice@biBERK.com Stamford, CT 06911 ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# INSURERA: Berkshire Hathaway Direct Insurance Company 10391 INSURED INSURER B: Rockport Analytics INSURER C 1610 Herron Ln INSURER D 7 West Chester, PA 19380-6432 INSURER E 7 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 EFF POLICY EXP LIMITS LTR INSD WVD POLICY NUMBER MMIDD/YYYY MMIDD/YYYY X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 FIV7 Am CLAIMS-MADE OCCUR PREM SES Ea occurrence $ 50,000 A X N9BP289726 08/13/2024 08/13/2025 MED EXP(Any one person) $ 5,000 PERSONAL&ADV INJURY $ Excluded GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,000 POLICYEl PELT LOC PRODUCTS-COMP/OPAGG $ 4,000,000 X OTHER: AUTOMOBILE LIABILITY COMBINEDSINGLELIMIT $ Ea accident ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED rn PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY �� l'.l!1 — Per accident By-._._. -....�.. DATE;. 6.26'­�5 $ UMBRELLA LIAB OCCUR WAI'V --- EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY YIN STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? ❑ NIA (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ A Professional Liability (Errors & X N9PL955954 08/01/2024 08/01/2025 Per Occurrence/ 1,000,000/ Omissions): Claims-Made Aggregate 1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101,Additional Remarks Schedule,maybe attached if more space is required) Monroe County Board of County Commissioners is listed as additional insured as it pertains to general liability (see endorsement attached) Board of County Commissioners is listed as additional insured as it pertains to professional liability (see endorsement attached) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Monroe County Board of County Commissioners THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 1100 Simonton St Key West, FL 33040 AUTHORIZED REPRESENTATIVE ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD 1996 Edition MONROE COUNTY, FLORIDA Request For Waiver of Insurance Requirements It is requested that the insurance requirements, as specified in the County's Schedule of Insurance Requirements, be waived or modified on the following contract. Contractor: Rockport Analytics, LLC Contract for: Visitor Profile Survey Services Address of Contractor: 620 Chesapeake Ave Suite 100 Annapolis, MD 21403 Phone: 443-629-7150 Scope of Work: Collect and report visitor survey data Reason for Waiver: Organization has no Employees or Autos Policies Waiver will apply to: W rk rs Comp and Auto Signature of Contractor: Approved X Not Approved Risk Management: Date: 6/10/2022 County Administrator Appeal: Approved Not Approved Date: Board of County Commissioners Appeal: Approved Not Approved Meeting Date: Administration Instruction#4709.2 ACOR" CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) Fo9/05/2025 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: BIBERK PAHONN Ext: 844-472-0967 FAX No: 203-654-3613 IC,P.O. Box 113247 E-MAIL customerservice@biBERK.com Stamford, CT 06911 ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# INSURERA: Berkshire Hathaway Direct Insurance Company 10391 INSURED INSURER B: Rockport Analytics INSURER C 1610 Herron Ln INSURER D 7 West Chester, PA 19380-6432 INSURER E 7 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 EFF POLICY EXP LIMITS LTR INSD WVD POLICY NUMBER MMIDD/YYYY MMIDD/YYYY X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 RENTED CLAIMS-MADE OCCUR PREM SES Ea occurrence) $ 50,000 A X N9BP533746 08/13/2025 08/13/2026 MED EXP(Any one person) $ 5,000 PERSONAL&ADV INJURY $ Excluded GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,000 POLICY D PRO- JECT LOC PRODUCTS-COMP/OPAGG $ 4,000,000 X OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ Ea accident ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE ^ t6 m_mT AGGREGATE $ DED RETENTION$ BY-' ""' 9.$ ' $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY YIN WN -_ STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? ❑ NIA (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ Professional Liability (Errors & Per Occurrence/ 1,000,000 A Omissions): Claims-Made X N9PL256748 O8/01/2025 O8/01/2026 Aggregate 1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101,Additional Remarks Schedule,maybe attached if more space is required) Monroe County Board of County Commissioners is listed as additional insured as it pertains to general liability(see endorsement attached). Monroe County Board of County Commissioners is listed as additional insured as it pertains to professional liability(see endorsement attached). CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Monroe County Board of County Commissioners THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 1100 Simonton St ACCORDANCE WITH THE POLICY PROVISIONS. Key West, FL 33040 AUTHORIZED REPRESENTATIVE ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD