Backup Documents 09/22/2015 Item #11I (Carlson, Norris & Associates) ORIGINAL DOCUMENTS CHECKLIST & ROUTING SL.-' 3n
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT t ` i t
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATu J
" NEY '
S 2 3 2015
0s:, vlanaclement
Routed by Procurement Services to the Office . Date
Following Addressee(s) (In routing order)
1. Risk Management Risk r
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2. County Attorney Office County Attorney Office C:04 l 15
3. BCC Office Board of County
Commissioners V\y A/ c 2-q\kS
4. Minutes and Records Clerk of Court's Office TM j\ 9(ZC4((S q
t .pell
5. Return to Procurement Services Procurement Services
Division Contact: Diana De Leon
PRIMARY CONTACT INFORMATION
Name of Primary Diana De Leon for Evelyn Colon Phone Number 252-8375
Procurement Staff September 22,2015
Contact and Date
Agenda Date Item was September 22,2015,/ Agenda Item Number 11.I
Approved by the BCC
Type of Document Contract Number of Original 2
Attached Documents Attached
PO number or account N/A Solicitation/Contract 15-6423 Carlson,
number if document is Number/Company Norris
to be recorded Name
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark"N/A" in the Not Applicable',column,whichever is Yes N/A(Not
appropriate. (Initial) Applicable)
1. Does the document require the chairman's original signature? DD
2. Does the document need to be sent to another agency for additional signatures? If yes, N/A
provide the Contact Information(Name;Agency;Address;Phone)on an attached sheet.
3. Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman,with the exception of most letters,must be reviewed and signe �b 0
by the Office of the County Attorney. K
4. All handwritten strike-through and revisions have been initialed by the County Attorney's N/A
Office and all other parties except the BCC Chairman and the Clerk to the Board
5. The Chairman's signature line date has been entered as the date of BCC approval of the N/A
document or the final negotiated contract date whichever is applicable.
6. "Sign here"tabs are placed on the appropriate pages indicating where the Chairman's DD
signature and initials are required.
7. In most cases(some contracts are an exception),an electronic copy of the document and DD
this routing slip should be provided to the County Attorney's Office before the item is
input into SIRE.
8. The document was approved by the BCC on the date above and all changes made DD
during the meeting have been incorporated in the attached document. The County : :
Attorney's Office has reviewed the changes,if applicable.
s\
9. Initials of attorney verifying that the attached document is the version approved by t - , mZ
BCC,all changes directed by the BCC have been made,and the document is ready,or theC ° Ery
Chairman's signature.
MEMORANDUM I A
4
Date: September 25, 2015
To: Diana De Leon, Contracts Technician
Purchasing & General Services Department
From: Martha Vergara, Deputy Clerk
Minutes & Records Department
Re: Contract #15-6423 "Real Estate Appraisal Services"
Contractor: Carlson, Norris
Attached is an scanned copy of the original of the contract referenced above, (Item
#11I) approved by the Board of County Commissioners on Tuesday, September 22,
2015.
An original amendment has been held by the Minutes and Records Department as part
of the Board's Official Record.
If you have any questions, please contact me at 252-7240.
Thank you.
Attachment
s
AGREEMENT 15-6423
for
Real Estate Appraisal Services
THIS AGREEMENT, made and entered into on this 22wklay of 2015, by
and between Carlson, Norris and Associates, Inc., authorized to do business in the State of
Florida, whose business address is 1919 Courtney Drive, Suite 14, Fort Myers, FL 33901, (the
"Consultant") and Collier County, a political subdivision of the State of Florida, (the
"County"):
WITNESSETH:
1. CONTRACT TERM. The Agreement shall be for a one (1) year period, commencing
on Date of Board award and terminating one (1) year from that date, or until such time
as all outstanding Purchase Orders issued prior to the expiration of the Agreement
period have been completed or terminated.
The County may, at its discretion and with the consent of the Consultant, renew the
Agreement under all of the terms and conditions contained in this Agreement for three
(3) additional one (1)year periods. The County shall give the Consultant written notice
of the County's intention to renew the Agreement term not less than ten (10) days prior
to the end of the Agreement term then in effect.
The County Manager, or his designee, may, at his discretion, extend the Agreement
under all of the terms and conditions contained in this Agreement for up to 180 days.
The County Manager, or his designee, shall give the Consultant written notice of the
County's intention to extend the Agreement term not less than thirty (30) days prior to
the end of the Agreement term then in effect.
2. COMMENCEMENT. In accordance with this Agreement and with RFP 15-6423 "Real
Estate Appraisal Services," the Consultant shall commence services, hereinafter
"Work," upon approval by the County Project Manager, or Designee, and the issuance
of a Purchase Order.
3. STATEMENT OF WORK. The Board of County Commissioners deemed ten(10) firms
to be pre-qualified and awarded an Agreement to each firm. Each awardee will enter
into an Agreement to provide complete services for real estate appraisal services on an
as-needed basis as may be required by the County.
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3.1 The Consultant shall provide real estate appraisal services in accordance
with Exhibit "A" Scope of Services as attached, the terms and conditions of Request
for Proposal (RFP) #15-6423 and the Consultant's proposal, which is referred to herein
and made an integral part of this Agreement. This Agreement contains the entire
understanding between the parties and any modifications to this Agreement shall be
mutually agreed upon in writing by the Parties, in compliance with the County
Procurement Ordinance and Procurement Procedures in effect at the time such
services are authorized.
3.2 The execution of this Agreement shall not be a commitment to the
Consultant that any Work will be awarded to the Consultant. Rather, this Agreement
governs the rights and obligation of the Quotation procedure outlined in the next
paragraph and all Work undertaken by Consultant for the County pursuant to this
Agreement and that procedure during the term and any extension of the term of this
Agreement.
3.2.1 Prior to the issuance of a Purchase Order, the County Project
Manager, or Designee, shall solicit competitive quotes from a minimum of three (3)
Consultants' currently under contract and provide a summary of Work to be
performed. The County reserves the right to select a Consultant for a project that
might have had prior experience with that parcel and for reasons that are in the best
interest of the County. The Consultants' will respond with the information sought
within seven (7) working days; the County will negotiate favorable terms and
conditions, and issue a numbered Purchase Order to initiate the Work. In each
Request for Quotation, the County reserves the right to specify: the period of
completion; deduction of non-performance and in the event of late completion; and
time and materials or lump sum.
4. COMPENSATION. The County shall pay the Consultant for the performance of this
pursuant to theprices offered bythe Consultant in response to RFP# 15-6423 per
Work p
Exhibit B, attached herein and incorporated by reference or subsequent quotes.
4.1 The Consultant shall be paid upon completion or partial completion of
the work tasks as accepted and approved by the County Project Manager, or Designee,
together with the Travel and Reimbursement Expenses as defined in this Agreement.
Payments shall be made to the Consultant when requested as services are rendered,
but not more frequently than once per month, on an estimated percentage complete
for the Labor and Expenses Fee and at actual costs for Travel Expenses. Payment will
be made upon receipt of a proper invoice and in compliance with Section 218.70, Fla.
Stats., otherwise known as the "Local Government Prompt Payment Act".
4.1.1 The time reported by the Consultant to perform specific Work related to
litigation is subject to final approval by the County Attorney/Assistant County, or by
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an attorney employed by and representing the County. Consultant's invoice must
contain a description of the service provided, project and parcel number (or name),
and the amount of fee payable.
4.1.2 Travel and Reimbursable Expenses must be approved in advance in
writing by the County Project Manager, or Designee. Travel expenses shall be
reimbursed as per Section 112.061 Fla. Stats. Any trips within Collier and Lee Counties
are expressly excluded.
Reimbursements shall be at the following rates:
Mileage $0.445 per mile
Breakfast $6.00
Lunch $11.00
Dinner $19.00
Airfare Actual ticket cost limited to tourist or coach
class fare
Rental car Actual rental cost limited to compact or
standard-size vehicles
Lodging Actual cost of lodging at single occupancy
rate with a cap of no more than$150.00 per
night
Parking Actual cost of parking
Taxi or Airport Actual cost of either taxi or airport
Limousine limousine
4.1.2.1 Reimbursable items other than travel expenses shall be limited to
the following: telephone long-distance charges, fax charges, photocopying charges
and postage. Reimbursable items will be paid only after Consultant has provided all
receipts. Consultant shall be responsible for all other costs and expenses associated
with activities and solicitations undertaken pursuant to this Agreement.
4.1.2.2 Expenses of transportation and living when traveling in
connection with each Purchase Order, except for local travel within Collier or Lee
Counties, as provided in Section 112.061, F.S., and all Agreement-related mileage for
trips that are from/to destinations outside of Collier or Lee Counties as approved in
advance by the County Project Manager, or Designee.
4.3. Payments will be made for services furnished, delivered, and accepted,
upon receipt and approval of invoices submitted on the date of services or within six
(6) months after completion of Agreement. Any untimely submission of invoices
beyond the specified deadline period is subject to non-payment under the legal
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doctrine of "laches" as untimely submitted. Time shall be deemed of the essence with
respect to the timely submission of invoices under this Agreement.
5. COMPLETION/CORRECTION. All appraisal reports provided to the County are
required to comply with the current Uniform Standards of Professional Appraisal
Practice (USPAP) and the Collier County Supplemental Appraisal Standards attached
as Exhibit A in RFP 15-6423. Any non-appraisal activities shall be compliant with
respect to the consulting standards in USPAP and consistent with the specified
summary of Work for the assignment. If a substantially completed written appraisal
report (original) is delivered to the County by the due date, or by a date mutually
agreed upon, but which report fails to comply with the Uniform Standards of
Professional Appraisal Practice (USPAP), or which report contains errors or omissions
from within either the body or the addenda, Consultant shall, within fourteen (14)
calendar days from the date of notification by the County Project Manager, furnish
such corrected and/or additional pages which will bring the appraisal report into
compliance with the USPAP and/or correct such errors and omissions (if any). No
penalty for late performance will be charged against the Consultant within said
fourteen (14) day period. Nor shall Consultant charge the County any additional fees
from bringing written appraisal reports into compliance with the USPAP, for correcting
any errors, or for providing previously omitted materials.
6. DEDUCTIONS FOR NON-PERFORMANCE. It is acknowledged that time is of the
essence. The County reserves the right to deduct portions of the (monthly) invoiced
amount for items not completed within the expressed time frame. These funds would
be forfeited by the Consultant and that the following schedule shall govern the
deduction for late performance:
6.1 In the event that the services are not completed and submitted to County in
accordance with the due date as set forth in a County Purchase Order; then County at
its discretion may reduce the fee payable to Consultant by seven percent (7%) for each
week, or portion thereof,for every week the services are past due; or
6.2 In the event that circumstances beyond the control of Consultant cause
completion of the services to be delayed beyond the due date as set forth in a County
Purchase Order, and prior to said due date there is a mutual understanding between
the parties to this Agreement that such delays were beyond the control of Consultant,
the County Manager or designee may issue an written extension of the due date
without penalty deduction. Said extension shall cite the reason for delay in completion
of the appraisal report and shall set a new due date for submission of the report.
Deductions as described above shall apply to the revised due date.
7. SALES TAX. Consultant shall pay all sales, consumer, use and other similar taxes
associated with the Work or portions thereof, which are applicable during the
performance of the Work. Collier County, Florida as a political subdivision of the State
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of Florida, is exempt from the payment of Florida sales tax to its vendors under Chapter
p
212, Florida Statutes, Certificate of Exemption#85-8015966531C-2.
8. NOTICES. All notices from the County to the Consultant shall be deemed duly served
if mailed or faxed to the Consultant at the following Address:
Carlson, Norris and Associates, Inc.
1919 Courtney Drive, Suite 14
Fort Myers, FL 33901
Attention: J. Lee Norris,MAI, SRA
Telephone: 239-9364991
Fax: 239-936-7359
Email: lnorris@carlsonnorris.com
All Notices from the Consultant to the County shall be deemed duly served if mailed or
faxed to the County to:
Collier County Government Center
Procurement Services Division
3327 Tamiami Trail, East
Naples, Florida 34112
Attention:Joanne Markiewicz, Director, Procurement Services Division
Telephone: 239-252-8407
Facsimile: 239-252-6480
The Consultant and the County may change the above mailing address at any time
upon giving the other party written notification. All notices under this Agreement must
be in writing.
9. NO PARTNERSHIP. Nothing herein contained shall create or be construed as creating
a partnership between the County and the Consultant or to constitute the Consultant as
an agent of the County.
10. PERMITS: LICENSES: TAXES. In compliance with Section 218.80, F.S., all permits
necessary for the prosecution of the Work shall be obtained by the Consultant. The
County will not be obligated to pay for any permits obtained by SubConsultants.
Payment for all such permits issued by the County shall be processed internally by the
County. All non-County permits necessary for the prosecution of the Work shall be
procured and paid for by the Consultant. The Consultant shall also be solely
responsible for payment of any and all taxes levied on the Consultant. In addition, the
Consultant shall comply with all rules, regulations and laws of Collier County, the State
of Florida, or the U. S. Government now in force or hereafter adopted. The Consultant
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agrees to comply with all laws governing the responsibility of an employer with respect
to persons employed by the Consultant.
11. NO IMPROPER USE. The Consultant will not use, nor suffer or permit any person to
use in any manner whatsoever, County facilities for any improper, immoral or offensive
purpose, or for any purpose in violation, of any federal, state, county or municipal
ordinance, rule, order or regulation, or of any governmental rule or regulation now in
effect or hereafter enacted or adopted. In the event of such violation by the Consultant
or if the County or its authorized representative shall deem any conduct on the part of
the Consultant to be objectionable or improper, the County shall have the right to
suspend the contract of the Consultant. Should the Consultant fail to correct any such
violation, conduct, or practice to the satisfaction of the County within twenty-four (24)
hours after receiving notice of such violation, conduct, or practice, such suspensionto
continue until the violation is cured. The Consultant further agrees not to commence
operation during the suspension period until the violation has been corrected to the
satisfaction of the County.
12. TERMINATION. Should the Consultant be found to have failed to perform his
services in a manner satisfactory to the County as per this Agreement, the County may
terminate said agreement for cause; further the County may terminate this Agreement
for convenience with a thirty (30) day written notice. The County shall be sole judge of
non-performance.
In the event that the County terminates this Agreement, Consultant's recovery against
the County shall be limited to that portion of the Contract Amount earned through the
date of termination. The Consultant shall not be entitled to any other or further recovery
against the County, including, but not limited to, any damages or any anticipated profit
on portions of the services not performed.
13. NO DISCRIMINATION. The Consultant agrees that there shall be no discrimination
as to race, sex,color, creed or national origin.
14. INSURANCE. The Consultant shall provide insurance as follows:
A. Commercial General Liability: Coverage shall have minimum limits of $1,000,000
Per Occurrence, $2,000,000 aggregate for Bodily Injury Liability and Property Damage
Liability. This shall include Premises and Operations; Independent Consultants;
Products and Completed Operations and Contractual Liability.
B. Business Auto Liability: Coverage shall have minimum limits of $500,000 Per
Occurrence, Combined Single Limit for Bodily Injury Liability and Property Damage
Liability. This shall include: Owned Vehicles, Hired and Non-Owned Vehicles and
Employee Non-Ownership.
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C. Workers' Compensation: Insurance covering all employees meeting Statutory
Limits in compliance with the applicable state and federal laws.
The coverage must include Employers' Liability with a minimum limit of $500,000 for
each accident.
Special Requirements: Collier County Government shall be listed as the Certificate
Holder and included as an Additional Insured on the Comprehensive General Liability
Policy.
Current, valid insurance policies meeting the requirement herein identified shall be
maintained by Consultant during the duration of this Agreement. The Consultant shall
provide County with certificates of insurance meeting the required insurance
provisions. Renewal certificates shall be sent to the County ten (10) days prior to any
expiration date. Coverage afforded under the policies will not be canceled or allowed to
expire until the greater of: ten (10) days prior written notice, or in accordance with
policy provisions. Consultant shall also notify County, in a like manner, within twenty-
four (24) hours after receipt, of any notices of expiration, cancellation, non-renewal or
material change in coverage or limits received by Consultant from its insurer, and
nothing contained herein shall relieve Consultant of this requirement to provide notice.
Consultant shall ensure that all sub-Consultants comply with the same insurance
requirements that the Consultant is required to meet.
15. INDEMNIFICATION. To the maximum extent permitted by Florida law, the
Consultant shall indemnify and hold harmless Collier County, its officers and
employees from any and all liabilities, damages, losses and costs, including, but not
limited to, reasonable attorneys' fees and paralegals' fees, whether resulting from any
claimed breach of this Agreement by Consultant, any statutory or regulatory violations,
or from personal injury, property damage, direct or consequential damages, or
economic loss, to the extent caused by the negligence, recklessness, or intentionally
wrongful conduct of the Consultant or anyone employed or utilized by the Consultant
in the performance of this Agreement. This indemnification obligation shall not be
construed to negate, abridge or reduce any other rights or remedies which otherwise
may be available to an indemnified party or person described in this paragraph.
This section does not pertain to any incident arising from the sole negligence of Collier
County.
15.1 The duty to defend under this Article 15 is independent and separate from the
duty to indemnify, and the duty to defend exists regardless of any ultimate liability of
the Consultant, County and any indemnified party. The duty to defend arises
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immediately upon presentation of a claim by any party and written notice of such
claim being provided to Consultant. Consultant's obligation to indemnify and defend
under this Article 15 will survive the expiration or earlier termination of this
Agreement until it is determined by final judgment that an action against the County or
an indemnified party for the matter indemnified hereunder is fully and finally barred
by the applicable statute of limitations.
16. CONTRACT ADMINISTRATION. This Agreement shall be administered on behalf of
the County by the Growth Management Department.
17. CONFLICT OF INTEREST. Consultant represents that it presently has no interest and
shall acquire no interest, either direct or indirect, which would conflict in any manner
with the performance of services required hereunder. Consultant further represents
that no persons having any such interest shall be employed to perform those services.
18. COMPONENT PARTS OF THIS CONTRACT. This Contract consists of the following
component parts, all of which are as fully a part of the contract as if herein set out
verbatim: Exhibit "A" Scope of Services, Exhibit "B" Rate Schedule, Consultant's
Proposal, Insurance Certificate(s), RFP # 15-6423, "Real Estate Appraisal Services"
including any Addenda and exhibits, and subsequent Quotations/Purchase Orders.
19. SUBJECT TO APPROPRIATION. It is further understood and agreed by and between
the parties herein that this agreement is subject to appropriation by the Board of County
Commissioners.
20. PROHIBITION OF GIFTS TO COUNTY EMPLOYEES. No organization or
individual shall offer or give, either directly or indirectly, any favor, gift, loan, fee,
service or other item of value to any County employee, as set forth in Chapter 112, Part
III, Florida Statutes, Collier County Ethics Ordinance No. 2004-05, as amended, and
County Administrative Procedure 5311. Violation of this provision may result in one or
more of the following consequences: a. Prohibition by the individual, firm, and/or any
employee of the firm from contact with County staff for a specified period of time; b.
Prohibition by the individual and/or firm from doing business with the County for a
specified period of time, including but not limited to: submitting bids, RFP, and/or
quotes; and, c. immediate termination of any contract held by the individual and/or
firm for cause.
21. COMPLIANCE WITH LAWS. By executing and entering into this agreement, the
Consultant is formally acknowledging without exception or stipulation that it agrees to
comply, at its own expense, with all federal, state and local laws, codes, statutes,
ordinances, rules, regulations and requirements applicable to this Agreement, including
but not limited to those dealing with the Immigration Reform and Control Act of 1986 as
located at 8 U.S.C. 1324, et seq. and regulations relating thereto, as either may be
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amended; taxation, workers' compensation, equal employment and safety (including, I} eI
but not limited to, the Trench Safety Act, Chapter 553, Florida Statutes), and the Florida
Public Records Law Chapter 119 (including specifically those contractual requirements
at F.S. § 119.0701(2)(a)-(d) and (3))) stated as follows:
(2) In addition to other contract requirements provided by law, each public agency
contract for services must include a provision that requires the Consultant to comply
with public records laws, specifically to:
(a) Keep and maintain public records that ordinarily and necessarily would be
required by the public agency in order to perform the service.
(b) Provide the public with access to public records on the same terms and conditions
that the public agency would provide the records and at a cost that does not exceed the
cost provided in this chapter or as otherwise provided by law.
(c) Ensure that public records that are exempt or confidential and exempt from public
records disclosure requirements are not disclosed except as authorized by law.
(d) Meet all requirements for retaining public records and transfer, at no cost, to the
public agency all public records in possession of the Consultant upon termination of the
contract and destroy any duplicate public records that are exempt or confidential and
exempt from public records disclosure requirements. All records stored electronically
must be provided to the public agency in a format that is compatible with the
information technology systems of the public agency.
(3) If a Consultant does not comply with a public records request, the public agency
shall enforce the contract provisions in accordance with the contract.
If Consultant observes that the Contract Documents are at variance therewith, it shall
promptly notify the County in writing. Failure by the Consultant to comply with the
laws referenced herein shall constitute a breach of this agreement and the County shall
have the discretion to unilaterally terminate this agreement immediately.
22. OFFER EXTENDED TO OTHER GOVERNMENTAL ENTITIES. Collier County
encourages and agrees to the successful proposer extending the pricing, terms and
conditions of this solicitation or resultant contract to other governmental entities at the
discretion of the successful proposer.
23. AGREEMENT TERMS. If any portion of this Agreement is held to be void, invalid, or
otherwise unenforceable, in whole or in part, the remaining portion of this Agreement
shall remain in effect.
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24. ADDITIONAL ITEMS/SERVICES. Additional items and/or services may be added to
this contract in compliance with the Purchasing Ordinance and Purchasing Procedures.
25. DISPUTE RESOLUTION. Prior to the initiation of any action or proceeding permitted
by this Agreement to resolve disputes between the parties, the parties shall make a good
faith effort to resolve any such disputes by negotiation. The negotiation shall be
attended by representatives of Consultant with full decision-making authority and by
County's staff person who would make the presentation of any settlement reached
during negotiations to County for approval. Failing resolution, and prior to the
commencement of depositions in any litigation between the parties arising out of this
Agreement, the parties shall attempt to resolve the dispute through Mediation before an
agreed-upon Circuit Court Mediator certified by the State of Florida. The mediation
shall be attended by representatives of Consultant with full decision-making authority
and by County's staff person who would make the presentation of any settlement
reached at mediation to County's board for approval. Should either party fail to submit
to mediation as required hereunder, the other party may obtain a court order requiring
mediation under section 44.102, Fla. Stat.
26. VENUE. Any suit or action brought by either party to this Agreement against the other
party relating to or arising out of this Agreement must be brought in the appropriate
federal or state courts in Collier County, Florida, which courts have sole and exclusive
jurisdiction on all such matters.
27. CONTRACT STAFFING. The Consultant's personnel and management to be utilised
for this agreement shall be knowledgeable in their areas of expertise. The County
reserves the right to perform investigations as may be deemed necessary to ensure that
competent persons will be utilized in the performance of the contract. The Consultant
shall assign as many people as necessary to complete the required services on a timely
basis, and each person assigned shall be available for an amount of time adequate to
meet the required service delivery dates.
28. ORDER OF PRECEDENCE. In the event of any conflict between or among the terms of
any of the Contract Documents, the terms of the Request for Proposal, the Consultant's
Proposal, and/or the County's Board approved Executive Summary, the Contract
Documents shall take precedence.
29. ASSIGNMENT: Consultant shall not assign this Agreement or any part thereof, without
the prior consent in writing of the County. Any attempt to assign or otherwise transfer
this Agreement, or any part herein, without the County's consent, shall be void. If
Consultant does, with approval, assign this Agreement or any part thereof, it shall
require that its assignee be bound to it and to assume toward Consultant all of the
obligations and responsibilities that Consultant has assumed toward the County.
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. .,
IN WITNESS WHEREOF, the parties hereto,have each, respectively, by an authorized
person or agent,have executed this Agreement on the date and year first written above.
BOARD OF COUNTY COMMISSIONERS
AT[EST: COLLIER COUNTY, FLORIDA
Dwight E.Brucci Clerk of Courts
By: S' (%` •• : By: ���ir
C.N ., I7 Tim Nance, Chairman
Dated.i 4 V- .L.' rID
(SEA )
Attest as to Chairman's a
signature only. Carlson, Norris and Associates, Inc.
rConsultant
•
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ti By:
Consultant's First Witness Signa e
lax ,d,e,.../1.5 ClANIaGR•
Pik U r '(AU S /signature and title
Type/print fitness name
ati
Consultant's Second Witness
Life / /
Type/print witness name
Approved as to Form and Legality:
4. ' el
Assistant I t,unty Attorney
- -11'11 \1 e. etpi 0
Print Name
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EXHIBIT "A" - SCOPE OF SERVICES
1
Services to be provided by the Consultant may include, but are not limited to the following:
• Developing and reporting of real estate appraisals as described above.
• Undertaking and reporting on the results of damages studies.
• Attending and consulting at mediation and settlement conferences.
• Testifying in eminent domain proceedings (hearings, depositions and trials).
• Performing market rate and rent studies.
• Site selection studies and related consultation.
It shall be understood and agreed that any and all services, materials and equipment shall
comply fully with all Local, State and Federal laws and regulations.
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EXHIBIT"B" - RATE SCHEDULE
Category Rate Per Hour
Carlson, Norris and Associates $100.00
This list is not intended to be all inclusive. Hourly rate fees for other categories of
professional, support and other services shall be mutually negotiated by the County and firm
on a project by project basis as needed.
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07/28/2015 21:58 2399365989 1GE1t31
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it ;Ze CERTIFICATE OF LIABILITY INSURANCE J °"�(M °Df
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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 THIS CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an Al)DITIONAL INSURED,the policy(les)must be endorsed. If SUBROGATION IS WAIVED,eubjeot to the
terms and conditions of the policy, certain 2olicies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder In lieu of such endorsemenl(s).
PRODUCER CONTACT
KAREN WOLFE INSURANCE/AGENCY INC. NAME: VICKI BROWN
STATE FARM INSURANCE �PHOHL •xtL 2�,9..q6_0927 I&
E-MAIL (Bt�No,)_239_936xri>�✓�Q
3441 COLONIAL BLVD,#6 ADDREss:VICKI,BROWN.HDTHwTATEFARM.COM _
X FORT MYERS FL 33966 INSURER(S)AFFORDING COVERAOE NAILS
- INSURERA:Stats Farm Florida Insurance Company 10739_
INSURED CARLSON, NORRIS &ASSOCIATES INC INSURER El:State Farm Mutual Automobile Ineunc Company _ FAIL_
1919 COURTNEY DR STE 14 INSURER C:
FT MYERS FL 33901-9030 INSURER 0:
INSURER E!
INSURER F; ,. -.W..
COVERAGES CERTIFICA TE NUMBER: REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF IN 3URANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED, NOTWITHSTANDING ANY REQUIREllIENT, 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 ANO CONDITIONS__ OF SUCH FOLIC!'S.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
RS ADDL SE SW- POLICY EPF ...POLICY EXP ----
_,TR TYPE OF INSURANCE INSR wa POLICY NUMBER (MWPEYYYYY) (MMJDD/WYYI LIMITS
A GENERAL LA131LfTY o r]
98-K0-3655-4 B 03/09/2016 03/09/2016 EACH OCCURRENCE 3 1,000,00D
X COMMERCIAL GENERAL LIABILITY
DAMAGE 10 RENT O
PREMISES(Ea occurrence) S _
CLAIMS-MADE [ 1 OCCUR MEDEXP(Arty ane person) S .. 5,000
• -- PERSONAL&ADV INJURY $ 1.000,000
— — GENERAL AGGREGATE S. 2.000,000
GEN'LAGGREG_ ELIMITAP
ATPLIESPER PROLIUCTS-COMP/OPAGO S 2,000,000
POLICY[,..,1 n LAC a_...
B AUTOMOBILE LIAEIUTY C1C 1 COMBINED SINGLE LMT
(Ea accident) _ $ 1,000,000
ANY AUTO 654 6746-A17-59A 01/17/2015 01/17/2016 BODILY INJURY(Par person) 8
ALL OWNED -`SCHEDULED
SODILY INJURY(Peraccldenl) $ -
AUTOS AUTOS
X., HIRED AUTOS X AON$VYNED (PRerOe cI enllOAl�7i�it $
A X UMOCCUR
BRELLALIAB _— ']
0&29/2015 a
I 98-K0.49648 03/29!2016 EACFIOCCURRENCE $ 1,000,000
EXCESS UAR CLAIMS-MADE -
AGGREGATE $
DED RETENTION S 6
A WORKERS COMPENSATION WC$TATU- 0TH-
AND EMPLOYERS'LIABILITY Y/N 98-BH-H667-1 03/11!2015 03/11/2016 TORY LIMITS EI?_
ANY PROPRIETOR/PARTNER/EXECUTIVE L G.L. ACCIDENT CIDENT $ 100,000
OFPICEAMEM$ER EXCLUDED? N I A E]
__—,
(Merbefory In NN) EJ...DISEASE-EA EMPLOYEES 100,000
If yon,minenbe under __.... .,_.
nF4r RIPTtrlN OF OPFRATION9�gl:v E.L.DISEASE•POLICY LIMIT $ 500,000
i
DESCRIPTION OF OPERATIONS/LOCATIONS I VEHICLES (Alia ch ACORD 101,Malone!Remarks Schedule,If more apace Is required)
Additional Insured(s);COLLIER COUNTY BOARD')F COUNTY COMMISSIONERS
For any and all work performed on behalf of Collier :suety
CERTIFICATE HOLDER CANCELLATION
COLLIER COUNTY BOARD OF COUNTY SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL GE DEuvr,RED IN
COMMISSIONERS ACCORDANCE WITH THE POLICY PROVISIONS.
3327 TAMIAMI TRI., E
NAPLES FL 34112 RUTH IZEDREPRESENTATIVE
0198 -2 0 ACORD CORPORATION. All rights reserved.
ACORD 25(2010/05) The ACORD name and logo are registered marks of ACORD 1001486 132849.6 11-15-2010