HomeMy WebLinkAboutItem D04COUNTY of MONROE
The Florida Keys
BOARD OF COUNTY COMMISSIONERS
Mayor Michelle Lincoln, District 2
Mayor Pro Tem David Rice, District 4
Craig Cates, District 1
James K. Scholl, District 3
Holly Merrill Raschein, District 5
Regular Meeting
March 11, 2026
Agenda Item Number: D4
26-0584
BULK ITEM: Yes DEPARTMENT: Tourist Development Council
TIME APPROXIMATE: STAFF CONTACT: Ammie Machan
AGENDA ITEM WORDING: Approval to advertise the Monroe County Tourist Development
Council FY 2027 Capital Project Application.
ITEM BACKGROUND:
Attached
TDC approved at their meeting of February 12, 2026
PREVIOUS RELEVANT BOCC ACTION:
INSURANCE REQUIRED: No
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATION
DOCUMENTATION:
FINANCIAL IMPACT:
Effective Date:
Expiration Date:
Total Dollar Value of Contract:
Total Cost to County:
Current Year Portion:
Budgeted:
Source of Funds:
CPI:
Indirect Costs:
Estimated Ongoing Costs Not Included in above dollar amounts:
Revenue Producing: If yes, amount:
Grant:
County Match:
Insurance Required:
MEMORANDUM
To: Monroe County Board of County Commissioners
Date: February 26th, 2026
Subject: Consideration and Action re: FY 2027 Capital Funding Application, worksheet and
Approval to Advertise
Attached are the proposed FY 2027 Capital Funding Application, draft schedule, and sample
worksheet for capital projects commencing in FY 2027.
Following substantial review and discussions with community leaders and frequent users of
the program, staff have incorporated several key updates to improve clarity, streamline the
application process, and enhance overall program effectiveness.
Summary of Key Updates
The following revisions have been made:
• Cover Page & Table of Contents: Added for easier navigation and reference.
• Improved Format: Instructions have been moved to the beginning of the document
to improve flow and usability for both applicants and reviewers.
• Interactive Forms: Added internal links and fillable fields throughout the
application to improve accessibility and simplify completion and submission.
• Increased Streamlined Funding Threshold to $50,000: To maintain the
streamlined service level previously provided to projects under $19,999.99, the
streamlined threshold has been increased to $50,000.
Acknowledgement of Funding: Added requirements for award recipients to:
1. Install a permanent 12" x 12" sign acknowledging that the project was
funded by the Monroe County Tourist Development Council; and
2. Issue a local press release identifying the project award and funding amount
prior to submitting reimbursement documentation.
TDC (VFK) approved same at their February 12, 2026 meeting.
Note: Prior to advertising, minor formatting edits may be made to the attached application;
however, the intent and requirements of the application will remain unchanged.
TDC APPROVAL TO ADVERTISE:
BOCC APPROVAL TO ADVERTISE:
NOTICES SENT TO INTERESTED PERSONS
REMINDER AND WORKSHOP NOTICE:
ADVERTISE RFP:
February 12, 2026
March 11, 2026
Week of March 16, 2026
Week of May 41h, 2026
After BOCC approval
May 191h, 2026 (10:00 a.m.)
Approx.110 DAYS
DEADLINE: .Tune 30". 2026 (Tentative)
Send Applications to DAC Members Week of September 2111, 2026
DAC DEADLINE: September 25rh, 2026
DAC APPROVAL: October 6/7, 2026
TDC APPROVAL: November 12, 2026
BOCC APPROVAL AFTER DECEMBER 2026
DAC
Applicant:
Project:
Funds Requested
Ilf:::'Y 2027 Calpiiital (Project Worksheet
Purpose of This Worksheet
This worksheet is used by District Advisory Committee (DAC) members to evaluate and rank capital project
applications for potential funding. Applications are reviewed and scored to determine a ranking order from highest
to lowest.
Projects are considered for funding in descending order of their ranking. The DAC may also recommend funding
amounts that differ from the amount requested. (Project applications do not have to be funded at the level
requested but may not be funded at a level higher than requested)
Section A,,,,,,,,,,,.'To Be Completed Iby"I"DC Administrative Office
❑ This application has been reviewed and accepted as a permissible TDC expenditure for the use of bed tax revenue.
Project Category (check one)
❑ Convention Center ❑ Fishing Pier ❑ Auditorium ❑ Public Facilities
❑ Sports Stadium ❑ Museum ❑ Aquarium (reviewed on separate
❑ Sports Arena ❑ Zoological Park ❑ Beach or Beach Park worksheet
❑ Coliseum ❑ Nature Center Facility/Channel/
Estuary/ Lagoon
❑ The applicant has provided satisfactory proof that 100% of the required funds are available to begin and complete the
project prior to requesting reimbursement from TDC.
❑ This project is ready to begin upon approval of the Agreement by the Monroe County Board of County Commissioners.
Section IB ........... . 'To IBe Coirnpleted by (DAC Members
Scoring Instructions
DAC members should score each question using a 1-5 scale: (1 being the lowest and 5 being the highest). To be considered
for funding, the applicant must receive a score of 18 points or higher from a majority of sitting DAC members.
Evaluation Criteria (1-5 Scale)
1. Planning and Readiness - Evaluate the planning and readiness of the project to commence. Score:
2. Tourism Purpose -Evaluate whether the project has a primary purpose of promoting tourism. Score:
3. Projected Visitors -Evaluate the projected number of annual visitors and the method used to calculate the
estimate.
Score:
4. Marketing Plan -Evaluate the applicant's marketing plan for this project. Score:
5. Clarity of Application -Evaluate how clearly and adequately the application provides information for review.
Score:
6. Overnight Visitor Impact - Evaluate the project's overall effectiveness in drawing overnight visitors to the
destination. Score:
Print Name:
Signature: Date:
Mlamroe Clourity"F Uir, iii sm ,' Deve III III lire n t CL, irec flII
�FY 2027 CAPITAL PROJECT
FUNDING APPLICATION
Table of Contents
Application Overview
Questions & Correspondence........................................................................................................
2
Public Notice Requirements..........................................................................................................
2
SubmissionInstructions..................................................................................................................2
Confidential Financial Information................................................................................................
2
VirtualBid Opening.......................................................................................................................
2
CapitalProject Funding Process....................................................................................................
3
Eligibility.......................................................................................................................................
3
ReviewProcess..............................................................................................................................
3
FundingAvailability......................................................................................................................
3
MultipleDistrict Funding................................................................................................................
3
ImportantInformation....................................................................................................................
4
PublicRecords...............................................................................................................................
4
ProjectCommencement.................................................................................................................
4
ApplicantResponsibilities.............................................................................................................
4
Reimbursement Restrictions...........................................................................................................
4
Maintenance Requirements.............................................................................................................
5
PermitRequirements.......................................................................................................................
5
Insurance Requirements.................................................................................................................
5
Quotes, Procurement & Contract Requirements............................................................................
6
Projects Requesting $50,000.00 or Less ("Streamlined Process") .................................................
9
PublicFacilities Funding................................................................................................................
10
Workshopfor Applicants................................................................................................................
11
Permissible Uses for Capital Project Funds...................................................................................
12
FY 2027 Capital Funding Application
SECTION 1— District Selection..................................................................................................
13
SECTION 2 — Applicant Information..........................................................................................
13
SECTION 3 — Designated Project Contact..................................................................................
13
SECTION 4 — PROJECT LOCATION DETAILS.......................................................................14
SECTION 5 — FACILITY OWNERSHIP & TYPE....................................................................
14
SECTION 6 — PROJECT SCOPE................................................................................................
14
SECTION 7 — OWNERSHIP CONDITIONS & COMPLIANCE...............................................15
SECTION 8 — CODE ENFORCEMENT STATUS.....................................................................15
NON-PROFIT OGRANIZATIONS...............................................................................................15
GOVERNMENTAL ENTITIES.....................................................................................................16
PUBLIC FACILITIES....................................................................................................................17
USE OF STRUCTURE/FACILITY................................................................................................18
OWNERSHIP AND OPERATIONAL ELIGIBILITY..................................................................19
Monroe t;m.n�,ay"'Touor'ist IIlye rrlllqlprernl: t:�om�n�,mcflf
IFY 2027Capp ftalll Project ppiica�don
TRANSFER OF REAL PROPERTY TO THE COUNTY..........................................................19
ACQUISITION FUNDING REQUESTS....................................................................................20
PROTECTION OF PROPERTY...................................................................................................20
THREATS TO PROPERTY.........................................................................................................20
DEVELOPMENT AND ENVIRONMENTAL CONSIDERATIONS.......................................20/21
PRESENT PHYSICAL CONDITION OF SITE.........................................................................22
STATUS OF PROJECT PLANNING..........................................................................................23
PROJECT CONSULTANT INFORMATION.............................................................................23
ARCHITECTURAL OR CONSTRUCTION SERVIES AGREEMENT
....................................23/24
W-9............................................................................................................................................... 25
NEWVENDOR FORM................................................................................................................26
VENDOR INFORMATION UPDATE REQUEST FORM..........................................................27
INSURANCE CHECKLIST........................................................................................................ 28-33
ATTACHMENTS AND CERTIFICATIONS............................................................................. 34
FY 2027 CAPITAL PROJECT (BRICKS & MORTAR) FUNDING APPLICATION
Request for Applications for Capital Projects (Bricks & Mortar)
All applicants must download and use the current application available on the County's electronic bidding
platform:
Ib.LLIps„//imoniroecouiryt� f .boir�fiiirellhu�alb.coirn OR..........................::ir�,oir�,iroeco j t fl,• ov/IBonfiiirel3iids
Use of any other version will result in the application being rejected. All instructions must be followed exactly
for the application to be accepted.
APPLICATION DEADLINE: Tuesday, June 30, 2026
All applications must be submitted no later than 5:00 p.m. (close of business) on the deadline date.
Questions & Correspondence
All inquiries —except for submission of the application —must be directed to:
Monroe County Tourist Development Council
Contact: Crystal Blaskis & Maxine Pacini
Email: nirartsCr tla-••-keys„coirn
Please note: Questions regarding project eligibility submitted fewer than 10 business days before the deadline
may not receive a response.
Public Notice Requirements
Pursuant to IF.S 50. 211f3�fab, all competitive solicitation notices are available at:
;�uvv,;,,;(fl,�,irii,',,pu Iblliicinoti ces„coirn
Submission requirements and evaluation criteria may be obtained from the County's Bonfire platform listed
above. Public records are available upon request.
Submission Instructions
The Monroe County Purchasing Department only accepts electronic submissions via the Bonfire platform.
Do NOT submit sealed bids by: Email, Mail, Hand -delivery
Such submissions WILL NOT be accepted.
All bids must be submitted via Bonfire at: IhtLp...;.//i o.iniro cq irlL fI„bonNrellhulb„coirn
Submission Deadline: No later than 5:00 p.m. on Tuesday, June 30, 2026.
There is no cost to use the Bonfire platform.
Confidential Financial Information
Do not include confidential financial information within your main proposal.
Dedicated upload sections are provided for such documents.
Under Florida's public records law:
• Proposals become public after an intended decision or 30 days, whichever occurs first, unless all bids
are rejected pursuant to IF;; ;; ,119.0711.•,,•;,.
• Any financial information included within your proposal (instead of the confidential upload section) will
be publicly viewable.
Virtual Bid Opening
The bid opening for this solicitation will be conducted virtually at:
Date: Wednesday, July 1, 2026 Time: 9:00 A.M.
Participants may join via internet or phone using the following:
Join Zoom Meeting:
https://mcbocc.zoom.us/m/4509326156
Meeting ID: 450 932 6156
One -Tap Mobile:
+1 646 518 9805„4509326156# (New York) / +1 669 900 6833„4509326156# (San Jose)
Dial by Location:
+1 646 518 9805 (New York)
rmn ro ounty Tourist IIDevlllo pmnt Couim"md
., morraProject AppHcadon
This funding program supports facilities whose primary purpose is to promote tourism in Monroe County.
The Monroe County Tourist Development Council (TDC) administers the four -cent (40) bed tax, which supports
tourism marketing and capital improvements. Each year, the TDC releases a Request for Applications (RFA)
for Capital Project funding.
Eligibility
To qualify, projects must be:
• Owned and operated by a governmental entity or a non-profit organization
• Open to the public
• Used primarily for tourism -related purposes
Not eligible:
• Individuals
• For -profit businesses
• Organizations not registered in Florida
• Entities that are neither the owner nor operator of the facility
Review Process
• All applications are reviewed by the appropriate District Advisory Committees (DACs).
• DACs make funding recommendations to the Tourist Development Council (TDC).
• If the TDC approves the recommended funding allocation, the administrative office coordinates
with the project manager to establish a project agreement.
• The proposed agreement is then presented to the County for final approval.
Funding Availability
• Capital Project funding may reimburse up to 100% of eligible project expenditures.
• Applicants must demonstrate that 100% of project funding is available at the time of application.
• TDC funds may not be used as matching funds.
• Work may not begin until BOCC approval of the agreement.
Applying for Funding in Multiple Districts
If a project benefits more than one TDC district, applicants may:
1. Standard Method (most common)
Allocate specific portions of the request to multiple DACs:
• Each DAC reviews only the funding requested from its district.
• The majority of funds should be requested from the district where the project is physically
located.
• If nearby districts benefit, requests may reflect that tourism impact.
2. Emergency Circumstances (rare)
Applicants may request the full project amount from multiple DACs only when:
• Public health or safety is at immediate risk, or
• There is imminent danger of losing public or private property
Requirements:
• Applicant must submit documentation demonstrating the emergency.
• If one DAC awards partial funding, remaining DAC requests must be adjusted.
• DAC decisions cannot be revised based on other DACs' decisions once finalized.
' Immmn ro ounty "'Tourist IIDe6lb pment Counc'mlll
FY 2027 Capi4� Project ApplHcadon
Public Records
All application materials are public records, except those that are exempt under Florida law.
Prohibition on Lobbying
Applicants may not lobby or attempt to influence:
• DAC members
• TDC Board members
• Evaluation or scoring
• Award recommendations
• Negotiations
Violation may result in disqualification.
Project Commencement
No portion of the funded project may begin prior to approval of the agreement by the BOCC.
Work described in Exhibit A must begin within the same fiscal year funding is awarded.
Example: FY 2027 funding applies to work beginning Oct. 1, 2026 — Sept. 30, 2027. Note: Fundingbecomes
available on October 1, 2026. The start date for all grant -funded activities must occur on or after December 9th,
2026.
Business Registration
Applicants must be registered to do business in Florida. Prior to filling out the application, please go to
orvvvvu.,.u,ilbiiz...oirg to ensure that your organization is registered.
Print the Sunbiz record and attach as Exhibit A.
Applicant Responsibilities -
• All preparation and submission costs are the applicant's responsibility.
• A complete, signed application must be submitted on time.
• Once submitted, the application must stand alone; no additional information may be added unless
requested.
• All attachments should be noted as such in the top right-hand corner of each sheet.
The application shall be considered complete upon receipt and should stand alone with no other information
being provided after -the -fact (other than any additional information that may be requested by the TDC
administrative office, or questions from the DAC at the allocation meeting).
Applicants should familiarize themselves with referenced online materials noted in this application. Review the
�apj[npll.... freement„
Reimbursement Restrictions
• Work performed before BOCC approval is not eligible.
• Be advised that if your organization is awarded funding, you will be required to enter into an agreement
which requires you to maintain accurate and complete documentation of the project. Any substantive
project changes require a signed amendment.
Follow the reimbursement procedures in the ,S,�,irm21 If iiir Ik�,u it i nL IPa.c.l .t.
Project Management Requirement
Monroe oonty "'Tourist IIDe6lb pment Counc'mlll
FY 2027 Capi4� Project ApplHcadm
EI
If the project does not involve a licensed architect, engineer, or general contractor, the applicant must appoint
a qualified project manager.
Tax Exemption
The TDC/County is exempt from:
• Federal taxes
• Excise taxes
• State of Florida sales tax
Maintenance Requirements
Applicants are responsible for:
• All maintenance and operation of funded facilities
• Insurance coverage for funded improvements
• Proper handling and safekeeping of funded assets
Asset disposal must comply with:
• I,�pir„; ,IF;,,; (governmental entities)
• 1q .1p1 ir_ I:L_E,5., (non-profit organizations)
Permit Requirements
• Applicants must secure all federal, state, and local permits.
• Award of funds under this application does not indicate any development approval by the County and
applicants are required to comply with all County concurrency requirements under land use laws of the
County and State.
• Permit reimbursement for non -profits is limited to the physical construction segment.
Permit reimbursement is allowed only within the final segment of the project, as outlined in the
approved agreement.
Permits obtained before BOCC approval of the funding agreement will not be reimbursed.
Insurance Requirements
If requesting $50,000 or more in funding:
• Applicants must complete Exhibit N (pages 28-31 of the application).
• Applicants must submit current insurance certificates meeting all requirements in the funding
agreement.
If requesting $50,000 or less in funding - Applicants must maintain general liability insurance with limits of at
least $300,000 per occurrence, naming Monroe County BOCC as Additional Insured. Waiver requests may be
submitted in writing and are subject to approval by the County Risk Manager.
Please note: The TDC/County does not reimburse any insurance -related costs for the project.
Performance Guarantee
By submitting this application, the applicant certifies and warrants that they have the financial capacity to
complete the project as described, without requiring additional TDC/County funds.
Applicants must provide written proof that 100% of project funds are available at the time of application.
Acceptable documentation includes:
Bank Statements
A signed letter from a bank certifying that funds are available for the project.
Documentation of an approved line of credit dedicated to the project.
Monroe C"ounnty Tourist Dev6bpnnent Counc 111
Additional requirements:
The applicant may be asked to demonstrate that funds are available to complete all other active TDC-
funded projects.
For amendments to existing agreements, proof of available funds may again be required.
Governmental applicants must submit a line -item budget for the project and proof that it was adopted
by their governing body.
Certification Statement:
By submitting the application, the applicant affirms that neither the organization, its principals, nor any
previously owned businesses are or have ever been in default under any Monroe County contract.
Default includes failure to meet contractual obligations resulting in legal action or involvement of a bonding company.
In -Kind Services (Non -Profit Applicants Only)
Non-profit organizations not requesting 100% of the project cost may use in -kind contributions to cover up to
50% of their out-of-pocket expenses.
Eligible In -Kind Services
• Donated labor
• Donated materials
• Donated goods or services
A detailed schedule of values for each contribution must be provided with the application.
Valuation Requirements
• Donated labor must be valued at the reasonable hourly rate for the task performed.
Example: A licensed architect volunteering to paint may only claim the market rate of a painter, not an
architect's hourly rate.
Limitations
The following may NOT be included as in -kind contributions:
• Waived governmental fees
• Any portion contributing toward property acquisition
• Permitting, administrative, overhead, or operational expenses
The TDC/County may request valuation adjustments or deny certain in -kind items.
Approved In -kind Contributions:
• Must be listed in the final agreement
• Are not reimbursable
• May only be increased if the applicant receives less funding than requested
Governmental Entities
Governmental applicants must follow all federal, state, and local procurement policies applicable to their
agency.
When submitting for reimbursement, applicants must provide:
• A copy or link to the agency's procurement regulations
• Documentation demonstrating compliance with those regulations for each vendor, contractor, or
consultant used
Monroe C"ounty Tourist III:" ev llbpnrient Coun c 111
Fy 2027 Ca p fta� 11 Project ApplHcadon
Not -for -Profit Organizations - Required Quotes
Project Cost Quote Requirement
$10,000 — $100,000 Two (2) written quotes
$100,000+ Three (3) written quotes
Documentation of Efforts
When submitting reimbursement requests, applicants must demonstrate diligent effort to obtain the required
number of quotes.
Documentation may include:
• Telephone logs
• Copies of emails
• Communication notes
• Correspondence from vendors
If the required number of quotes cannot be obtained:
Notarized Explanation Required
The organization's President/CEO must submit a notarized statement:
• Explaining why sufficient quotes could not be obtained
• Affirming that all reasonable efforts were made
Including supporting documentation
Sole -Source Purchases
If an item or service is available from only one provider:
1. Applicant must submit a notarized sole -source justification, explaining the uniqueness of the
vendor/product.
2. The TDC Administrative Office must review the request.
3. The County must approve the justification in advance.
4. Purchase may only occur after approval.
Failure to obtain prior approval may result in denial of reimbursement.
All documentation must accompany reimbursement requests.
Construction & Contract Compliance Requirements
By submitting this application, applicants certify that all contracts relating to the project comply with:
1q,q1P19..!E ,,,,,,,Elgiriid'a;;I , .u;L. ; (public construction)
• .1q..Ip1 ,ir.. ZA.Y....IFllgi.!.da.. latu:uLe (public property)
• 1gaip 9..!E2E,,,,,,E!19riid a;.., S;( a,tu;u; (procurement of professional services)
• All other applicable federal, state, and local requirements
Applicants must also provide TDC/County representatives with:
a) Access
Access to the project site at any time for:
• Progress inspections
• Verification of materials
• Compliance reviews
Monroe roe ounty "'Tourist IIDe6lb pmnt Couiormcflf
FY 2027Capi4m Project ct ppllkadon
b) Documentation
Copies of:
• All subcontracts
• All requests for quotes or bids
• All documentation verifying compliance with procurement requirements
• A complete list of subcontractors
c) Records Access
Applicants must maintain all project -related records:
• For a minimum of four (4) years after agreement termination
• In accordance with Generally Accepted Accounting Principles (GAAP)
• Even if other agencies require longer retention periods
Records must be available to:
The TDC
Monroe County
State and federal auditors
Termination for Default/Convenience:
The TDC/County reserves the right to terminate the agreement if:
• The applicant fails to properly or faithfully perform the project
• Funding availability changes or becomes insufficient
If termination occurs:
The County will provide 30 days' written notice
Only allowable costs incurred prior to termination and compliant with the agreement may be
reimbursed
Payment Requirements
To receive reimbursement:
• Applicants must submit all required documentation to the Monroe County Clerk of the Circuit Court &
Comptroller's Finance Department
• Applicants must use the TDC Application for Payment forms provided in the reimbursement packet
• Required supporting documentation must accompany each request
10% Withhold
The County will withhold 10% of every progress payment until:
• The entire project is completed
• The County certifies the project as complete
Design, Engineering & Architectural Costs
These costs are not reimbursable unless the project is funded as a Public Facilities project in accordance with
the Florida Attorney General Office's AGO2021 02 opinion.
If eligible:
• Costs are reimbursed only after completion of the physical construction segment
• Reimbursement for design/engineering must occur in the final segment of the project
• No reimbursable design work may begin before BOCC approval
• Applicants may include preliminary plans for review with the application
Acquisition of Property
Property acquisition projects are eligible only if all criteria below are met:
Funding Availability: Applicants must demonstrate they have 100% of the purchase price available.
Monroe C"ounty"'Tour'ist Dev6bpnnent Cuormc 111
FY 2027 Capirt 111 Project ApplHcafion
P
Acceptable documentation includes:
• Bank statements
• Letter from bank certifying available funds
• Documentation of an approved purchase loan
Title Requirements
• Property must have no outstanding liens
• Applicant must hold clear title at closing
• Reimbursement requires proof of clear title in the contracting entity's name
Use Requirements
The property must be used as a tourism facility for at least ten (10) years.
If the property stops meeting this requirement:
• The County may require prorated repayment of TDC funds
Additional Rules
• No down payments or purchases may occur before BOCC approval
• In -kind services cannot be applied toward acquisition
• Reimbursement is issued in a single payment after all agreement requirements are completed
• A Restrictive Covenant will be required to secure TDC/County investment
Acknowledgments
Projects receiving TDC funding must display a permanent 12" x 12" public acknowledgment at the project site
in a visible and accessible location. In addition, applicants are requested to do a local press release about the
project and funding received from theTDC. The cost of this acknowledgement shall not be reimbursable.
Funding Allocations
District Advisory Committees (DACs), the TDC, and Monroe County may:
• Reduce funding amounts
• Deny funding requests
DACs may not exceed the amount requested by the applicant.
Projects Requesting $50,000.00 or Less ("Streamlined Process")
Applicants requesting $50,000.00 or less may follow the simplified procedure, which eliminates:
• The need for a BOCC-approved contract
• County Engineering Department review
Insurance documentation requirements: Applicants must maintain general liability insurance with limits of at
least $300,000 per occurrence, naming Monroe County BOCC as Additional Insured. Waiver requests may be
submitted in writing and are subject to approval by the County Risk Manager.
This allows for a faster project start date.
Applicants must:
• Swear or affirm compliance with streamlined requirements
• Receive a Project Summary Sheet and Reimbursement Packet
• Follow simplified reimbursement instructions
Sample documents:
I IP III,,,,IE ri:)c P ROJ Ecr SUMMARY SIH IE IE"r
.................................................................................................................................................................................................................................................................
Monroe C"ount "'Tourist Dev6bpnnent Counc 111
{7
Public Facilities Funding
TDC Capital Funds may support public facilities that increase tourism, consistent with Ii;;;;;; ,;;,,,,................................ ..,04 a 6
Key Requirements
• BOCC approval by two-thirds vote
• Independent professional analysis (funded by the TDC) showing positive tourism impact
• TDC may fund up to 70% of total project cost
is:lublliic Faciilliitiies Flow Chart
..........................................................................................................................................
Applications must contain two project segments:
Segment 1 — Independent Study
Segment 2 — Physical Project
Requests up to 100% funding
Requests up to 70% of total project cost
Must include estimated completion date
Proceeds only if the study confirms a positive tourism
impact
Reimbursed only after Study is completed and submitted
If the study is negative:
• Agreement terminates
Applicant is reimbursed for the study segment only
Approval & Progression
After DAC and TDC approval, both segments are included in one agreement submitted to the BOCC.
The BOCC must approve the agreement by two-thirds vote.
If the independent study shows a positive tourism impact, the project may move forward. If the study does not
show a positive impact, the remaining agreement terminates, but the applicant will still be reimbursed for the
study (subject to caps).
Additional guidance is available in the is:)u1b11ii.p lf::`adlli'r�ii IF::alov�r_ Ir arL
Definition of "Public Facilities" - Facilities must have a life expectancy of five (5) years or more, including but
not limited to:
-Transportation infrastructure
-Sanitary sewer systems
-Solid waste facilities
-Drainage infrastructure
-Potable water systems
-Pedestrian facilities
Public Record Notice
All information submitted or disclosed during the application process is considered a public record under
Florida law.
Total Project Cost Estimates
When estimating project costs, applicants must consider:
-Consumer Price Index (CPI)
-Current inflation trends
-Local construction and material conditions
-Supply chain challenges or potential variances
-If an engineer, architect, or consultant prepared
cost estimates, applicants must ensure these
factors were appropriately included.
Monroe roe ovnty "'Tourist Ill ev6lb pment t:,'ouin(:111
FY 2027 Cap piita�11 Project AIpplkaflon
10
Download & Submission Requirements
All applicants must download the most current version of this application from:
!h.�tp.:-Jl�onroeco�rntR.1borfiirehu�:corn OR vw.ronroeo tt��ov/i: onfirei: ids�lii:.ii,,.:;.. .l,i
Use of an outdated application will result in automatic rejection.
If additional Rounds of FY 2027 funding are released:
• Applicants must download the updated application.
• Reusing this version for later rounds will result in rejection.
Submission Requirements
Applications must be uploaded to the County's Bonfire platform by the stated deadline and in the format described on
the first page.
It is solely the applicant's responsibility to ensure the application is successfully uploaded before the deadline.
A workshop will be held via zoom for those applicants that are interested in applying for funding. Attendance is strongly
recommended.
TDC Office Host is inviting you to a scheduled Zoom meeting.
Topic: Capital Funding Workshop
Time: May 19, 2026 10:00 AM Eastern Time (US and Canada)
Join Zoom Meeting
Ih�tp//c�Ir0,,uiii/98521'36552pwd:::::CZOinn011inrilf'tg811 1 i9OlFsirdgblf::::wevaIKOII„1
Meeting ID: 985 2173 6552
Passcode:186958
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+16469313860„98521736552#,,,,*186958# US
Join instructions
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This funding program is designed for facilities whose primary purpose is to promote tourism in Monroe County. Capital
(Bricks & Mortar) funds support the construction, renovation, expansion, and major repair of qualifying facilities that
are permanently affixed to a structure or site.
Applicant Eligibility
To be eligible for Capital Project funding projects must be owned and operated by a governmental entity, or
Monroe ounty "'Tourist IIDevlib pmnt C'ounc 111
FY 2027 Clapmftam ll Project Applkadon
11
a non-profit organization and open to the public. Individuals and for -profit businesses are not eligible.
Applicants must provide:
-Proof of property ownership, long-term lease, or service contract; and
-Documentation showing the organization has the expertise and financial capability to operate and maintain the
facility.
Permissible Uses of TDC Capital Funds
Capital project funds may be used within Monroe County for the following purposes, as authorized by E1,010;
1. Tourist -Oriented Public Facilities and Venues
Funds may be used to acquire, construct, extend, enlarge, remodel, repair, improve, maintain, or operate one or more
of the following:
-Convention centers, sports stadiums, arenas, or coliseums
-Auditoriums that are:
-Publicly owned and operated, or
-Publicly owned and operated by organizations that are exempt from federal taxation pursuant to 26 U.S.C. s. 501(c)(3)
-Aquariums or museums that are:
-Publicly owned and operated, or
-Owned and operated by non-profit organizations and open to the public
-Zoological parks, fishing piers, or nature centers that are publicly owned or non-profit operated and open to the public
These facilities must be located within the county or the sub -county special taxing district where the tourist development tax is
collected.
2. Beach, Shoreline, and Waterway Improvements
Funds may be used to finance, construct, improve, maintain, or restore coastal and inland water -related facilities,
including:
-Beach or beach park facilities
-Beach, channel, estuary, or lagoon:
-Improvement, maintenance, re -nourishment, restoration, erosion control, construction of beach groins or shoreline
protection structures
-Enhancement, clean-up, or restoration of publicly accessible:
-Inland lakes, rivers, and other water bodies
These activities must relate directly to the physical preservation of the natural resource.
3. Public Facilities Needed to Increase Tourism
Funds may also be used to acquire, construct, extend, enlarge, remodel, repair, improve, maintain, operate, or finance
public facilities that directly support and increase tourist -related business activity, in accordance with
Such projects must meet specific statutory conditions (outlined in the Public Facilities section of the application).
Statutory Compliance
All uses of Tourist Development Tax revenue must comply with ......S..... ;,010 , as amended. Projects must clearly
demonstrate alignment with the statute and the TDC:'s mission of promoting tourism in Monroe County.
CAPITAL PROJECT
FUNDING APPLICATION
Only complete the sections of page 13, 14, or 15 which correspond to your type of application.
Please review project cost requirements on page 9 before completing financial sections.
SECTION 1 - DISTRICT SELECTION
Select the district in which the project is physically located:
Monroe roe ovnty "'Tourist Ill Dev6lbppmment Councflf I
FY 2027 tm:sppmftMs l Project ppmplHmuWafiion
12
❑ District I: Key West
(Encompasses the city limits of Key West)
❑ District II: Lower Keys
(From the city limits of Key West to the west end of the Seven Mile Bridge)
❑ District III: Marathon
(From the west end of the Seven Mile Bridge to the Long Key Bridge)
❑ District IV: Islamorada
(Between the Long Key Bridge and Mile Marker 90.939)
❑ District V: Key Largo
(From Mile Marker 90.940 to the Dade/Monroe County Line, including mainland Monroe County)
SECTION 2 - APPLICANT INFORMATION
Applicant Organization
Registered Legal Name (as listed on vw,,,,,,,,,,,,,,,,,,, u;u,ir2,lbii�;.,:.-oir ):
(Attach Sunbiz printout as Exhibit A)
Type of Applicant:
❑ Non -Profit Organization
❑ Governmental Entity
Project Title:
Federal Employer Identification Number (FEIN):
SECTION 3 - DESIGNATED PROJECT CONTACT
Provide the primary point of contact responsible for correspondence, agreement execution, and
reimbursement communication.
Name & Title:
Telephone/Mobile Number:
Email Address:
Mailing Address:
Facility Website (if applicable):
SECTION 4 - PROJECT LOCATION DETAILS
Provide the complete physical location of the proposed project.
• Street Address:
• Real Estate Number (RE#):
• Legal Description (lot/block/subdivision):
• Attach a project location map.
SECTION 5 - FACILITY OWNERSHIP & TYPE
Monroe Cbun ty "'Tourist IIDe6lbpmnent Coa�jinc'fIII
FY 2027 CApiirtal Project Applkafioni
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Ownership Structure
Select one:
❑ Publicly owned and operated
❑ Owned and operated by a non-profit organization
❑ Publicly owned but operated by a non-profit organization
Facility Classification
Select the category that best describes your facility. Eligible facilities must comply with E.. ..... , . ,,01..Q .(5 (a
❑ Convention Center
❑ Sports Stadium
❑ Sports Arena
❑ Coliseum
❑ Auditorium
❑ Aquarium
❑ Museum
❑ Zoological Park
❑ Nature Center
SECTION 6 — PROJECT SCOPE
Indicate the primary scope of the project:
❑ Acquire
❑ Remodel
❑ Construct
❑ Repair
❑ Extend
❑ Improve
❑ Enlarge
❑ Fishing Pier
❑ Beach or Beach Park
Facility, Channel, Estuary, or
Lagoon
❑ Public Facility meeting
the conditions of I;;,S;.
„1.2::.01.24.(. (.
If your project involves a Beach or Beach Park Facility, select all that apply:
❑ Improve
❑ Maintenance
❑ Renourishment
❑ Construct
❑ Restoration
❑ Repair
❑ Erosion Control
SECTION 7 — OWNERSHIP CONDITIONS & COMPLIANCE
If the TDC/County requires a Conservation Easement, Deed Restriction, or Mortgage Note requiring
repayment of TDC funds in the event of ownership transfer or change in use, are you willing to
execute such documents?
Monroe roe (�:buor ty "'Tourist Ill e6lb pnnent Council
IFY 2027 Cap piita�11 Project Ilppiiicaflar: ri
14
❑ Yes
❑ No
SECTION 8 - CODE ENFORCEMENT STATUS
Does your organization or the property associated with this application have any outstanding code
violations, fines, costs, or liens?
(Pursuant to Monroe..CountY applicants with unresolved code enforcement fines are ineligible for
funding.)
❑ Yes
❑ No
If yes, please explain (100 characters):
Payment may be authorized for up to one hundred percent (100%) reimbursement of the total cost of
each project segment, subject to the maximum reimbursement amount established in the funding
agreement. The applicant must be prepared to pay the full cost of each segment upfront before
requesting reimbursement.
For purposes of this application:
No more than fifty percent (50%) of the organization's out-of-pocket costs may consist of in -kind
services or materials.
In -kind services are not eligible for reimbursement.
If TDC funds are awarded at less than 100% of the total project cost, the organization may
request approval to allocate additional in -kind contributions after submission of the application;
such requests must be formally incorporated into the final agreement.
Projects may be divided into two or three segments. Once a segment is fully completed, the applicant
may apply to the TDC for reimbursement of the TDC-funded portion of that segment.
For acquisition of property, refer to the important information on page 9.
Project Funding Summary — Non -Profit Applicants
Category 1FDescription
Amount
Total Project Cost
Total cost of the project as proposed
Is
TDC Funds Requested
Up to 100% of Total Project Cost
$
JOrganization's Out -of -Pocket Cost
ITotal Project Cost minus TDC Funds Requested
$
Confirmed In -Kind Services JJUp
to 50% of Out -of -Pocket Cost
Is
Confirmed / Available Hard Dollar Funds
Total Project Cost minus In -Kind Services
$
Monroe rime (:bunty "'Tourist Ill e6lb pment Councflf
IFY707"7 Cap piita�11 Project AIpplkaflon
15
Category IlDescription JArnount
Organization's Financial Investment Out -of -Pocket Cost minus In -Kind Services I $
In -Kind Services and Materials
In the space below, list all confirmed in -kind services and goods, including their estimated fair -market
values. All values are subject to review and negotiation by the TDC/County (250 characters).
Please refer to page 6 of this application.
Payment may be authorized for up to one hundred percent (100%) reimbursement of the total cost of
each project segment, subject to the expenditure cap established in the agreement. The
governmental applicant must be prepared to pay the entire cost of each segment in advance of
seeking reimbursement.
Projects may be divided into two or three segments.
For acquisition of property, refer to the important information on page 9.
Project Funding Summary — Governmental Applicants
Category
F Description
Amount
Total Project Cost
Total cost of the project as proposed
TDC Funds Requested
Up to 100% of Total Project Cost
Governmental Agency's Out -of-
Pocket Cost
Total Project Cost minus TDC Funds
Requested
Note: Please highlight the specific line item(s) in your agency's budget that support this project and
attach the relevant portion of your approved budget as Exhibit B.
Public Facilities applications must be submitted as one comprehensive application containing two
segments:
1. Segment #1 — Independent Study (100% reimbursable)
2. Segment #2 — Physical Project Improvements (up to 70% reimbursable)
Projects may be further divided into additional segments as needed and permitted within the final
agreement.
SEGMENT #1 — STUDY PHASE
Payment for the Study Phase may be approved for up to 100% reimbursement, subject to the expenditure cap
specified in the final agreement.
Applicants must pay the entire cost upfront before seeking reimbursement.
mmmn�oro ("bunt "'Tourist IIDe6lbpment C' unc 111
FY 2027 Ca pi4� Project ct ppllkadm: n
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For property acquisition projects, refer to the acquisition requirements on page 9 of the application.
Study Phase Funding Summary
Category
IDescription IlAmount
Total Study Cost IFTotai
cost of the study phase
Is
TDC Funds Requested
Up to 100% of Total Study Cost 11s
Governmental Agency's Out -of -Pocket Cost
Total Study Cost minus TDC Funds Requested
$
Budget Requirement:
Highlight the relevant line item(s) in the agency's approved budget that support this study and attach
as Exhibit B.
Estimated Completion Date for Study:
SEGMENT #2 — PHYSICAL PROJECT PHASE
Segment #2 (physical construction/implementation) may be eligible for up to 70% reimbursement,
subject to the expenditure cap in the agreement. Applicants must pay the full cost of each segment
before requesting reimbursement.
Project Phase Funding Summary
Category
Description
Amount
Total Project Cost (excluding study)
Total cost of physical improvements
Fs
TDC Funds Requested Up to 70% of Total Project Cost Is
Governmental Agency's Out -of -Pocket Cost Eotal Project Cost minus TDC Funds Requested $
Budget Requirement:
Highlight the applicable line item(s) in the agency's budget and attach as Exhibit B.
Required Confirmation of Funding
Applicants must provide written confirmation that all required project funds (non-TDC portion) are
committed and available at the time of application. (Attach as Exhibit B.)
Use Of TDC Funds (350 characters)
List specific items, services, or components for which TDC funds will be used. Do not include:
• Warranty fees
• Administrative or office costs
• Retail space improvements
• Design costs (unless the project is a Public Facility under statutory requirements)
' m"mmn ro C"�ount "'Tourist Dev6bpment Couinc:mlll
IFY 202 (.A pmftam 11 Project Applkadon
17
1. Use of Structure / Facility
nai use ana uate of construction (350 characters):
b) Present Use (350 characters):
c) rroposea use (3t)u characters):
d) Photograph Requirement:
Attach a current photograph of the existing site as Exhibit C.
e) Historic Designation (350 characters):
Indicate whether the property:
• Is listed in the National Register of Historic Places
• Is located within a National Register Historic District
• Is a locally designated historic landmark
• Is located within a locally designated historic district
If located within a historic district, provide the official district name.
This information may be obtained from the local planning agency with jurisdiction over the property.
Monroe ounty "'Tourist IIDe6lb pmnt Counc'mlll
FY 2027 Capi4� Project ppllkadorm
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2. Ownership and Operational Eligibility
All capital projects funded by the TDC must be owned and operated by either a governmental entity
or a non-profit organization. Applicants must provide proof of property ownership, a long-term lease,
or a service contract for the proposed project site, along with documentation demonstrating sufficient
experience or financial capacity to operate the facility.
(Enclose documentation as Exhibit D)
Ownership or Interest in Property
a) Official records reference for ownership documentation (e.g., deed book and page number).
b) If the applicant does not own the property, provide:
• A long-term lease or service contract, and
• A notarized letter of consent from the property owner confirming approval for use of the
property for the purposes outlined in this application.
3. Transfers of Real Property to the County
If the proposed project involves the transfer of title of real property to Monroe County, the applicant
must provide:
• Two (2) current real estate appraisals, and
• One (1) environmental assessment.
(Enclose as Exhibit E)
The TDC/County must determine, prior to acceptance of any donation or purchase, that:
• The property does not present any environmental hazards or liabilities, and
• The property serves a permissible governmental interest.
Indicate any proposed title transfers below (200 characters):
4. Acquisition Funding Requests
This section applies only to acquisition -related funding requests. Applicants must still complete Items
9-11 for all projects, including new construction, renovations, additions, and exhibits.
Property Size
Indicate the total acreage of the property to be acquired:
Monroe ro ("bunty "'Tourist IIDe6lb pmnt Counc'mlll
FY 2027 Capi4� Project ApplHcadon
19
When evaluating acquisition requests, the TDC will consider the appropriateness of the site size. Site
size must:
• Preserve the historic or environmental context of the structure or site (as applicable), and
• Include no more property than necessary to meet project objectives.
Because these considerations directly impact application requirements and costs, applicants are
strongly encouraged to consult with the TDC Administrative Office before initiating acquisition
documentation.
5. Protection of Property
Indicate any state, federal, or local protections currently applicable to the property. More than one
protection type may apply. Applicants must:
• Provide citations for relevant local protective ordinances, and
• Attach copies of all property -specific restrictive legal instruments. (Enclose as Exhibit F)
By submitting this application, the applicant certifies that all existing restrictions have been fully
disclosed. Failure to disclose restrictions may result in immediate termination of any agreement and
repayment of all funds awarded.
6. Threats to Property
Is the property currently threatened by imminent destruction, deterioration, or other loss, including but
not limited to:
• Demolition • Encroaching development
• Vacancy • Adverse environmental conditions
• Severe deterioration • Vandalism
• Loss of structural integrity
If yes, describe the threat(s) in detail and specify urgency (250 characters):
7. Development and Environmental Considerations
a.) Building Restrictions
Are there any recorded building restrictions, easements, or covenants on the site?
❑ Yes ❑ No
If yes, describe below and attach all recorded documents. (250 characters) (Enclose as Exhibit G.)
By submitting this application, the applicant certifies that all restrictions have been disclosed. Failure
to do so may result in termination of the agreement and return of all funds.
Description:
Monroe roe C"�ounty "'Tourist Dev6bpnrient Cuormcflf
Fy 2027 Ca p fta� 11 Project AppIkafion
20
b.) Concurrency and Land Use Compliance
Is the proposed project compatible with Monroe County and/or municipal Concurrency Requirements
under the existing and proposed Comprehensive Plan?
❑ Yes ❑ No
Describe how this determination was made. Applications lacking information on existing permits or
Planning Department review will be rejected.
List aii requireci permits Tor the project (250 characters):
c.) Endangered or Threatened Species
Does the site contain endangered or threatened species of flora or fauna?
❑ Yes ❑ No
If yes, attach explanation as Exhibit H.
d.) Accessibility Compliance
Will the project comply with:
• I�,� fair 3 IPairt V IFlloiriida Statuaes,
• ..I�IIhe Americans... ii:Qll�....lDiisalbiilliitii s Act...
❑ Yes ❑ No
If no, attach explanation as Exhibit i.
and
IDA) of 1990. as amended?
e.) Recycling Utilization
Explain how recycling practices will be integrated into the execution of the proposed project (100
characters):
f.) Public Accessibility and Use
Describe the extent to which the property is currently, or will be, open to the public:
• Hours per day:
• Days per week:
• Weeks per year:
Estimate annual visitors/users upon project completion and explain how this estimate was
determined:(100 characters
For archaeological projects where public access is not possible, estimate the number of individuals
who will access interpretive materials resulting from the project.
Monroe rime ("rmunty "'Tourist IIDe6lb pmnt t:',oq�jiormc'fIII
21
g.) Signage on U.S.1
• Is there currently signage for the project/facility on U.S. 1?
❑ Yes ❑ No
If no, indicate whether signage is planned and whether FDOT approval has been obtained. Explain
below (250 characters):
h.) Signage in Historic Districts
• If the project is located in a Historic District, is signage currently installed?
❑ Yes ❑ No ❑ Not located in a Historic District
i.) Parking Variances
• Does the project require any parking variances?
❑ Yes ❑ No
If ves, explain how this determination was made (100 characters
8. Present Physical Condition of Site
Attach the legal description from county property tax records and indicate the present condition:
❑ Excellent — Fully habitable, no repairs needed, continuous maintenance evident; project involves
expansion/enhancement.
❑ Good — Habitable and occupied; minor repairs required.
❑ Fair — Habitable but possibly vacant; structural and weather -tight integrity are compromised.
❑ Poor — Uninhabitable and vacant; major structural work required.
-uescroe contnbuting tactors or Issues attecting current con(imon (250 characters):
9. Status of Project Planning
Design/Architectural/Engineering expenses are only eligible for TDC funding if the project qualifies
under the Public Facilities category. Any work initiated before approval by the Board of County
Commissioners is at the applicant's own risk.
Select all that apply:
❑ Not yet initiated
Monroe ("bunt Touor''i t IIDe6lbprnent Coq�jiormcflf
22
❑ Initiated
❑ Schematics completed
❑ Design development completed
10. Project Consultant Information
❑ Completed construction documents
❑ Required permits obtained
Name and Address of Consultant (architect, engineer, contractor, etc.) (100 characters):
Attach preliminary plans or architectural documents completed to date (one set).
(Enclose as Exhibit J.)
11. Architectural or Construction Services Agreement
Has an agreement for architectural or construction services been executed?
❑ Yes (costs will not be reimbursed by TDC)
❑ No
❑ Project does not require architectural services
1. Operations and Maintenance
It is the policy of Monroe County not to fund the ongoing operations or maintenance costs of facilities.
Applicants must therefore demonstrate a viable plan for sustaining the facility after restoration or
rehabilitation is completed.
In the space below, describe (250 characters):
• How the structure(s) affected by this project will be maintained after completion
• The sources of funding that will support ongoing maintenance
• Estimated annual amounts associated with each funding source
2. Impact on Visitor Experience
Explain how the proposed project will enhance or positively impact the visitor experience in Monroe
County. Cite specific examples such as increased accessibility, improved amenities, preservation of
cultural or historic resources, enhancement of recreational opportunities, or other benefits that
support tourism and align with TDC goals. (250 characters)
'' Io ui roe 1"bmity "'Tourist Dev6bpnrient Cv�jiormcflf
FY 2027 C pitallProject Applkafim
23
3. Operational Capability and Long -Term Viability
Applicants must demonstrate the capacity to:
• Complete the project as proposed
• Maintain and operate the facility as a long-term, publicly accessible tourist attraction
• Implement a sustainable marketing and promotional program
To satisfy this requirement, attach:
• Exhibit K.1: Proposed operational budget for the completed facility
• Explain your marketing plan and/or promotional strategy for attracting visitors (250 characters)
These materials should clearly establish the project's long-term viability and its continued benefit to
tourism in Monroe County.
4. Estimated Project Completion Date
Please provide the estimated completion date for the project.
Note: Funding becomes available on October 1, 2026. The start date for all grant -funded activities must
occur on or after December 9th, 2026.
Estimated Completion Date:
COMPLETE THE W-9:
Click on the II, ;IIIN�I (Ctrl+ left mouse click) to fill out the document.
Save the document to your computer and attach it to your application as item L.
Monroe ro ("bunty "'Tourist IIDe6lb pmnt Counc'mlll
24
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General Instruct1clins
Section references are to the Intemal Revenue Code unless athermse
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Future devellopments. For The Islesl inforrmshon about. develapments
related to Farm W-9 and !Its nistructions, such as egislaton enacted
after they were published, go to wwrv.am gadFoffnW9.
Purpose of Form
Air individual cvr entity ,form W-9 requester) who Is required to file an,
Information ireturn with the lRS must ablain your correct taxpayer
identificafian number (TIN wNch may, be your socral security number'
(SSN)� mdrodual taxpayei"ideriffirration number, jITIIN, adoption
taxpayer lidermtuficanion number (ATIW a, empIoyer identificatton number
IEI N,�, to report an an llInforlmation return this amount pad W you, or other
arryount reportable on an information return. Examples of untarnmarmn,
rRWIMS Iilnclude, but axe not bmirted to, the WIowhng.
- Form I 0094N7 nterest earned or pmol
- Form 1099-DIV loivide-nds, including those horn stocks or mutual
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- Forrn 1 CFDOWISC,j'oarIious rypes of inoorne, pruzes, ammrds, or gross
proceeds]
- Forrn VYN-B jrstock or mutuat fund sales and oartam other
transactions by brakersj
Form 1099-S ]proceeds from real estate transwtions)
Forrn lfYJ9-K (merchant card and third parly network lIsl
Forrn 10,38 (home niiortg3ge riterestl'. 1098-E (student loan interest.),
1098-Tlwyfion)
Form 1099-CIcanceled debt)
Form 1C5fd. A )acquisihart w abandonment of Secured propartyl,
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one. teen. 110111MX Fir 'rf(,W-91�,R-r rG20118e
This form must be completed ONLY if your organization has not previously conducted business with Monroe County. The
completed form must be uploaded as a Confidential Financial Document in the Bonfire system. If it is not submitted under
the confidential designation, it will become part of the public record.
Click on the l..,J N I.K. (Ctrl+ left mouse click) to fill out the document. Save the document to your computer and attach it to
your application as Exhibit M.
Monroe ("ounty Tourist IIDe6llopltnent: Councfl1
�mY 2027 Capi4l Project ApplHcation
25
M�ONROE COUNTY, FLORIDA
BOARD OF COUNTY COMMISSIONERS
NEW VENDOR FORM
Mi forma ;s to be cermoeted to ADD a mew 'wendswm' jinfam2tdcwi to datlersriee Ca urxty, haarudba vent a'r database, Vt nudar must iwaxnnp4ve the en,14e fww'ma
and Vn dude ae{ requw iad dcw umrwcntartrxnmva to vapprurt the cdmarnge w'egwest.
Use dais foirenn for A NEW VENDOR, NAME CHANGE, GE, or TAX ID tkfdtNGE.
I ndlivid uan or Business Name:
Vendor EIII ! or Ilast 4 d digits Stiff:
vendw P6nt of Contact Email l.
Vendor Point of Contact,
ll
Purpose of New
Vendor:
SEC Ill, u — IMrAdl OR, REMITTANCE ADDRESS Ill llyOlt,' IltfTII
(Must 'rtrwrkwdt a emmmmpirtLd IRS Form Irra and 'a rms y of vendor imn!wedi!ce with Idin , asdda�ess,
vendor ItlilEklllll9ng Adgdlrew
Rerntuttance mess if different ft'owmn Makling Address::
Adldtlrew
Address:
City:
State. Zip.
E.ity�
State. ziip.
SECTION f -- OTHER REQUIRED l IliumpoN
Must inrJ uede'a VOWED checkw a Bank Ceetl'Xicet!uett Leiter'. AV09DEDcf,aecimum t hamre thoe' endue a prepri!rwted n�e. d SankkCertification Letter
mmway Rmavnc t1" dunk revp,nrsanx'atimae!'a scgn2tuure. We drat not accept depne!sit arp�e cur a vene wr'"a draefrnat rermu'itcaunCe letter',
Ek nk Informatlioun for electronic dfelaosW
1099 Required?
Bank crokllpnt 1Cytse' Checking � dav'1°tlngs
❑ yF E] N
Bank Name:
It Yejt pliesse chock 1099 'Type:
❑ At"Iornneuy'
Name on dCcot Pnt'
❑ M odlicrdVHealthe.areu P'ayutnemttdi
Bank Routing Number,
❑ Non-Ermn loyee Compensation
..............................�...
❑ tthsir income
Bank Account Number .............
Redmto&s
EE'IlliOM f~ — VENDOR AUT11IEI I Iw ri l
The fa mm must be signed by a Ipex'sam with check s1,gMng;
antthWiity mane the cawmnpamzyt I!l.t^ed, LN!rmder Penalties Of pergmarnr, 11 certtify that tire a@aWe
linforrrmw *n ua comp4te and accurale.1 ,vuVreritt Monroe Cainty, Fdo6cia to remit paym ant inta the bank account ortand s4drets indicated akmo".
Thda auttvoriaatasmn w0l rembizin "urn effect uuen1l Monroe C"nt'y, Florida hu rec e,m4a in awrib np,, a caneefiatmarn notAsaamsn.
Sesrtatu to
'TAW .........................
Print Name
Phone Number Bate
STATE or
COUNTY o,r _
The foregoing ilrm:trraMemtt was ac:krto+aalledt eml before rime by means of pmfeyslcan ptreseroce aar onlfimre notarlxation,
this _ day of _
_ 20- by
Ks" andrlte
(SEAL)
emmet.'rype, .Steam camsmisbafled ha!Ine at Notary
Person afly Known OR Produred Idermtrficatiiiiown .
Type crf Ildentifibcation Probttcedp
This form must be completed ONLY if your organization has previously conducted business with Monroe County and
needs to update vendor information. The completed form must be uploaded as a Confidential Financial Document in the
Bonfire system. If it is not submitted under the confidential designation, it will become part of the public record.
Click on the IIII,, ,IK' (Ctrl+ left mouse click) to fill out the document. Save the document to your computer and attach it to
your application as M.
' lorime ovlln'ty Tourist II I:"fevdlllldmip rrient': f,rmur'mc'mlll
FY 2027 fm;ap°fir4ll Project Application
26
M 0 N ROE C 0 U NTY:, FLO Rl DA
BOARD, OF COUNTY COMM ISSION ERS
VENDOR INFORMATION UPDATE REQUESTFORM
lrhif.— is .to be—.plteol to upwdam,e —no— in Mo.— C—ty, Mond. —nd— re-6. V—dar --t —.pletethe f.—1 6
includazlfl required 'dam ument2llcms tD 1UPPOrt tm!7Ch;2ngE7 MqUeSt.
Do not use this forim fur nairne or taus: 111D crI requiest; ithiIs is cunaidered a new veindur cweatihott,.,
Indi'vid'Llal or IBusirness I
"e'enorI or Illiast 4 digits SSN:
Vendor Point of Contact:
Pho,ne:
I select the type, of chainge: El Banilking: III iniformatio, In 1:1 Malifiling oor Rernfttance Address
SIECTION A — FINANCIAL I ITION 111INFOftIMA1LFOIN
We do, not a-cpatdcIaosit
silps or a vcmda,J`s Irrtern;w1l, remitt.—cm I'att—
New Bank [InfoTmation:
PiI Bank Infor-InhatiI
Ban1k.Account TVpe-. Elhecking FISaviIings
BainkAccoiuintType: FICheclking FISavings
Bank I
Bank Nanva:
Narne on AP=Unt:
Nairne. on Arrouinit::
Bank Routing Nuirnlbeir:�
Baink Routing INiurnber:
Bank.A.ccount NLIMIberr
Bank Account Numbeir
SIECTION B — PjAAl LING OR REMITrAINCE ADDRESS INFORMATION
M—t limoiud. . . ..pltd I I VO and 2copy of —.d.,
in—i—.ith the no. Willing mddl—..
New Marfliling Add ress:
Previous Mailliling Address:
Address:
Address:
City:
City:
.Spate: Zip:
Mate: Z-ljp::
SECTION C — VENDCJR AUTHORIZATION
TF,e F.— ...t be sIiV.b by ;. Io--. -th cK—k ..tharive
f— the —mp—V Hsted IUhd.,, Is—ffi- � porj,e�, III —Mfy that the b.—
onPmrrn;atioh is cm-plet—d 2—rmte. I 2uth.ri.. r&—r— Ca—ty, fl—d. to remift p2ymant intm, the bank accouint orj—d 2,ddimss onidicateld ab—
TKs;w.tlh.n,.;.tIo. wwill rc.ain in 0%.t until I Q—ty,,
floriI has rece—d, iin writinr, a —cellation notification.
Signature
Title
Print Narne
Phone Numbeir I
STATE OF
CC UNITY OF
Thie faTegaing instrument was acknowledged lbef�or�e me lby Igrmealns �off 0 phiysical presence �or []orline Inotarizaluorl,,
tlNs day of_
20 lby
Name ndT'rtlle
(,SEAL)
Prmt, TlfFl, Stamp C.m-,—... dNa—atll.try
PeTsoinailly Known OR PirodlLiced Identification
Type of Identification Pr�o,dluiced:
IlMonroe ("ounty Tourist IIDe6lbpolmment: ColindI
FY 2027 Capi41 Project Agyp" pIIication
27
INSURANCE CHECKLIST FOR VENDORS SUBMITTING PROPOSALS OR BIDS
FOR WORK
To assist in preparing your proposal, the insurance coverages marked with an "X" indicate the
requirements your organization must meet if awarded a contract.
Vendors must sign and submit the completed insurance checklist with their proposal.
The required insurance coverages are listed and described below.
WORKERS' COMPENSATION AND EMPLOYERS' LIABILITY
Code Coverage
X Workers' Compensation
Requirements
Statutory limits, including:
• Bodily Injury by Accident
• Bodily Injury by Disease (Policy Limit / Per Employee)
WC1
Employers' Liability
$100,000 / $500,000 / $100,000
WC2
Employers' Liability
$500,000 / $500,000 / $500,000
WC3
Employers' Liability
$1,000,000 / $1,000,000 / $1,000,000
WCUSLH
U.S. Longshore & Harbor Workers Actil
$1,000,000
EWC4kll
Federal Jones Act 11
$1,000,000
GENERAL LIABILITY
Minimum required coverage must include:
• Premises Operations • Products & Completed Operations
• Blanket Contractual • Personal Injury
IMonroe C"ounty Tourist Dev6bpnnent Counc 111
W.
Required Limits
Code
I Limit ISelected
GL1
$300,000 Combined Single Limit ❑�
GL2
$500,000 Combined Single Limit 0
GL3
$1,000,000 Combined Single Limit ❑l
GL4
$2,000,000 Combined Single Limit ❑�
GL5
$3,000,000 Combined Single Limit ❑�
GL6
$4,000,000 Combined Single Limit ❑�
GL7
$5,000,000 Combined Single Limit
❑�
Required Endorsements
• GLLIQ — Liquor Liability (if applicable)
• GLS — Security Services (if applicable)
All endorsements must carry limits equal to the basic policy.
BUSINESS AUTOMOBILE LIABILITY
Coverage must include owned, non -owned, and hired vehicles.
CodeI Limit 1Selected
VL1
$50,000 per Person / $100,000 per Occurrence / $25,000 Property Damage
OR $100,000 Combined Single Limit
El
Monroe roe C"�ourity "'Tourist IIDeIlb prnenl: Coa�jinm°flf
Fy 2027 Ca p fta� 11 Project AppIHcafion
29
Code I Limit I Selected
VL2
$200,000 per Person / $300,000 per Occurrence / $200,000 Property Damage x
OR $300,000 Combined Single Limit
VL3
$500,000 per Person / $1,000,000 per Occurrence / $100,000 Property Damage El
OR $1,000,000 Combined Single Limit E 1.
VL4
$5,000,000 Combined Single Limit
❑�
Note: VL 1 may only be used for special projects involving other governmental or non-profit organizations and
must be approved by Risk Management.
MISCELLANEOUS COVERAGES
Code I Coverage 11
Required Limits
BR1 Builder's Risk
IFull replacement value of completed project
CLI Cyber Liability
$1,000,000
MVC Motor Truck Cargo
Limit equal to maximum shipment value
PRO Professional Lia
J$300,000 per Occurrence / $500,000 Aggregate
PR02 Professional Lia
J$500,000 per Occurrence / $1,000,000 Aggregate
PR03 Professional Liability
$1,000,000 per Occurrence / $2,000,000 Aggregate
POL1 �� Pollution Liability
$500,000 per Occurrence / $1,000,000 Aggregate
POL2 Pollution Liabilit
1$1,000,000 per Occurrence / $2,000,000 Aggregate
POL3 Pollution Liabilit
J$3,000,000 per Occurrence / $6,000,000 Aggregate
POL4 Pollution Liability
$5,000,000 per Occurrence / $10,000,000 Aggregate
EDT Employee Dish
J$10,000
ED2 Employee Dishonesty
$100,000
GK1 Garage Keepers Liabi
J$300,000 ($25,000 per vehicle)
GK2 Garage Keepers Liabi
J$500,000 ($100,000 per vehicle)
GK3
Garage Keepers Liabi
J$1,000,000 ($250,000 per vehicle)
Medical Professional
MED1
Liability
$300,000 / $750,000 Aggregate
Medical Professional
MED2
Liability
$500,000 / $1,000,000 Aggregate
Medical Professional
MED3
Liability
$1,000,000 / $3,000,000 Aggregate
Medical Professional
F ED]4
Liability
$5,000,000 / $10,000,000 Aggregate
IF Installation Floater Maximum value of equipment installed
VLP1
Hazardous Cargo
$300,000 (requires MCS-90 endorsement)
Transporter
Rd=�Transporter
Hazardous Cargo
$500,000 (requires MCS-90 endorsement)
Monroe ro ("bunty "'Tourist IIDe6lb pmnt Couormcflf
FY 2027 Capi4� Project Applkadon
30
11 Code I I Coverage II Required Limits
Hazardous Cargo
VLP3
Transporter
$1,000,000 (requires MCS-90 endorsement)
BLL
Bailee Liability
Imaximum value of County property in vendor's custody
HKL1
Hangar Keepers
1$300,000
HKL2
Hangar Keepers Liabili
1$500,000
HKL3
E�Hangar Keepers Liability
$1,000,000
HKL4
I (Hangar Keepers Liability II$5,000,000
I
AIR1
Aircraft Liability
j$1,000,000
AIR2
Aircraft Liability
$5,000,000
AIR3
Aircraft Liability
1$50,000,000
Architect Errors &
AEO1
$250,000 per Occurrence / $500,000 Aggregate
Omissions
Architect Errors &
AEO2
$500,000 per Occurrence / $1,000,000 Aggregate
Omissions
Architect Errors &
AEO3
F
$1,000,000 per Occurrence / $3,000,000 Aggregate
Omissions
Architect Errors &
AEO4
$5,000,000 per Occurrence / $10,000,000 Aggregate
Omissions
ARP All Risk Property Full replacement value of the structure
Engineers Errors &
EOJ
Omissions
$250,000 per Occurrence / $500,000 Aggregate
EO2
Engineers Errors &
$500,000 per Occurrence / $1,000,000 Aggregate
Omissions
EO3
Engineers Errors &
$1,000,000 per Occurrence / $2,000,000 Aggregate
Omissions
Engineers Errors &
EO4
Omissions
$5,000,000 per Occurrence / $10,000,000 Aggregate
WL1 Watercraft Liability $500,000 per Occurrence
WL2 Watercraft Liability $1,000,000 per Occurrence
I acknowledge that the insurance requirements outlined in this application are mandatory. If awarded
a contract, I certify that all required insurance coverage will be obtained and maintained in full
compliance with the agreement.
Applicant Name (Printed):
Monroe ("bunty Tourist IIDe6lbpnment Cunc 111
31
Applicant Signature:
Title:
Organization Name:
INSURANCE CHECKLIST FOR VENDORS SUBMITTING PROPOSALS OR BIDS FOR WORK
GENERAL LIABILITY
Minimum required coverage must include:
• Premises Operations • Products & Completed Operations
• Blanket Contractual • Personal Injury
oinr'o C"�ount "'Tourist IIDevllbporn ent Couinc 111
32
Required Limits
Code
I Limit
ISelected
GL1
$300,000 Combined Single Limit
GL2
$500,000 Combined Single Limit
❑�
GL3
$1,000,000 Combined Single Limit
❑�
GL4
$2,000,000 Combined Single Limit
❑�
GL5
$3,000,000 Combined Single Limit
❑�
GL6
$4,000,000 Combined Single Limit
❑�
GL7
$5,000,000 Combined Single Limit
lE
Required Endorsements
• GLLIQ — Liquor Liability (if applicable)
• GLS — Security Services (if applicable)
All endorsements must carry limits equal to the basic policy.
I acknowledge that the insurance requirements outlined in this application are mandatory. If awarded a
contract, I certify that all required insurance coverage will be obtained and maintained in full compliance with
the agreement.
Applicant Name (Printed):
Applicant Signature:
Title
Organization Name:
192.168.85.12The following supporting documents are attached (as applicable):
a.) ❑ Sunbiz Registration — Printout of "Detail by Entity" from Sunbiz.org (Exhibit A)
b.) ❑ Documentation of Confirmed Project Funds — Bank verification letter or equivalent (Exhibit e)
c.) ❑ Photograph of Existing Site (Exhibit C)
oirvro C"�ount "'Tourist IIDevllb porn ent Couinc 111
33
d.) ❑ Proof of Ownership, Long -Term Lease, or Service Contract (Exhibit D)
Include notarized owner consent if applicant is not the property owner.
e.) ❑ Real Estate Appraisals and Environmental Assessment (if applicable) (Exhibit E)
At least two (2) current appraisals and one (1) environmental assessment
f.) ❑ Local Protective Ordinances — Citations or documentation (if applicable) (Exhibit F)
g.) ❑ Recorded Easements and Restrictive Covenants (if applicable) (Exhibit G)
h.) ❑ Description of Endangered or Threatened Species (if applicable) (Exhibit H)
i.) ❑ ADA Accessibility Explanation (if applicable) (Exhibit 1)
j.) ❑ Preliminary Plans or Architectural Documents (if applicable) (Exhibit J)
k.) ❑ Proposed Operational Budget (Exhibit K.1)
I.) ❑ Completed W-9 Form (Exhibit L)
m.) ❑ Monroe County New Vendor Form or Vendor Update Form (if applicable) (Exhibit M)
n.) ❑ Completed Insurance Worksheet (Exhibit N)
o.) ❑ Notarized Attachments and Certifications Form (Exhibit o)
Monroe Cbun ty "'Tourist IIDev6lopp rnenl: Coa�jinc'fIII
IFY707"7 Cap piita11 Project AIpplkafloni
34