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Backup Documents 04/12/2016 Item #16F3 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP TO ACCOMPANY ALL ORIGINAL DOCUMENTS S .iv F- I V ED THE BOARD OF COUNTY COMMISSIONERS OFFICE FOC 1,-4' 1 Routed by Procurement Services to the Risk Management Office Initials Date Following Addressee(s) (In routing order) 1. Risk Management Risk -ko 2. County Attorney Office County Attorney Office 3. BCC Office Board of County Commissioners `kVSV 4. Minutes and Records Clerk of Court's Office 4/15')16 (1 '5) 5. Return to Procurement Services Procurement Services Division Contact: Diana De Leon PRIMARY CONTACT INFORMATION Name of Primary Diana De Leon for Adam Northrup Phone Number 252-8375 Procurement Staff April 12,2016 Contact and Date _ Agenda Date Item was April 12,2016 V Agenda Item Number 16.F.3 Approved by the BCC Type of Document Contract Number of Original 2 Attached Documents Attached PO number or account N/A Solicitation/Contract 16-6563 Res rch Data number if document is Number/Company Services 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? N/A 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 .A signed by the Chairman,with the exception of most letters,must be reviewed and signed ly,' by the Office of the County Attorney. � 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. 9. Initials of attorney verifying that the attached document is the version approved by the BCC, all changes directed by the BCC have been made, and the document is ready for the Chairman's signature. • MEMORANDUM Date: April 15, 2016 To: Diana De Leon, Contracts Technician Purchasing & General Services Department From: Teresa Cannon, Deputy Clerk Minutes & Records Department Re: Contract #16-6563 "Tourism Research Services" Contractor: Research Data Services, Inc. Attached is an original of the document referenced above, (Item #16F3) approved by the Board of County Commissioners on Tuesday, April 12, 2016. The second original 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 252-8411. Thank you. Attachment 1 6 F 3 AGREEMENT#16-6563 for Tourism Research Services THIS AGREEMENT, made and entered into on this iZtlq day of (-I t 2016, by and between Research Data Services, Inc., authorized to do business in he State of Florida, whose business address is 777 South Harbour Island blvd, Suite 260, Tampa, FL 33602, (the "Contractor") and Collier County, a political subdivision of the State of Florida, (the "County"): WITNESSETH: 1. CONTRACT TERM. The contract shall be for a one (1) year period, commencing on May 1, 2016 and terminating one (1) year from that date. The County may, at its discretion and with the consent of the Contractor, renew the Agreement under all of the terms and conditions contained in this Agreement for four (4) additional one (1) year periods. The County shall give The Contractor 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 Contractor written notice of the County's intention to extend the Agreement term not less than ten (10) days prior to the end of the Agreement term then in effect. 2. STATEMENT OF WORK. The Contractor shall provide Tourism Research Services in accordance with the terms and conditions of RFP #16-6563, Exhibit A - Scope of Services, and the Contractor's proposal 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, as amended, and Procurement Procedures in effect at the time such services are authorized, 3. COMPENSATION. The County shall pay the Contractor for the performance of this Agreement an estimated annual amount of one hundred twenty thousand eight hundred dollars ($120,800.00), based on the prices set forth in the Contractor's proposal, subject to Change Orders as approved in advance by the County. Payments shall be made to the Contractor in the form of monthly lump sum payments (lump sum is further defined in Section 3.1 Price Methodology) in the amount of ten thousand sixty-six dollars and sixty-seven cents ($10,066.67) plus travel and Page 1 of 16 Agreement#16-6563 "Tourtsm Research Serv.tces" MD) c 1 6 F 3 reimbursables (out-of-pocket expenses) not-to-exceed six thousand dollars ($6,000.00) per year. Payment will be made upon receipt of a proper invoice and in compliance with Chapter 218 Fla. Stats., otherwise known as the "Local Government Prompt Payment Act". 3.1 Price Methodology. Lump Sum (Fixed Price): a firm fixed total price offering for a project; the risks are transferred from the County to the Contractor; and, as a business practice there are no hourly or material invoices presented,rather, the Contractor must perform to the satisfaction of the County's project manager before payment for the fixed price contract is authorized. 32 The County reserves the right to deduct portions of the(monthly) invoiced (task) amount for the following: Tasks not completed within the expressed time frame, including required deliverables, incomplete and/or deficient documents, failure to comply with local, state and/or federal requirements and/or codes and ordinances applicable to Contractor's performance of the work as related to the project. This list is not deemed to be all-inclusive, and the County reserves the right to make sole determination regarding deductions. After notification of deficiency, if the Contractor fails to correct the deficiency within the specified timeframe, these funds would be forfeited by the Contractor. The County may also deduct or charge the Contractor for services and/or items necessary to correct the deficiencies directly related to the Contractor's non-performance whether or not the County obtained substitute performance. 3.3 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 contract. Any untimely submission of invoices beyond the specified deadline period is subject to non-payment under the legal doctrine of "laches" as untimely submitted. Time shall be deemed of the essence with respect to the timely submission of invoices under this agreement. 3.4 Travel and Reimbursable Expenses. Travel and Reimbursable Expenses (out of pocket expenses) must be approved in advance in writing by the County. Travel expenses shall be reimbursed at actual cost in accordance with Collier County Resolution No. 200640 "Travel Expenses for Persons Conducting Official Tourism Business" and §125.0104, Fla. Stat. Contractor's travel time will be included in the monthly service fee. Reimbursable items (out of pocket expenses) other than travel expenses shall be include but not limited to; telephone long-distance charges, fax charges, parking fees, reasonable commercial transportation, reasonable gratuities, taxes, tolls, entertainment, location rental and catering for events, photocopying charges, shipping and postage. Reimbursable items will be paid only after Contractor has provided all Page 2 of 16 Agreement#16-6563 0"Tourism Research Services 1 6 F receipts. Contractor shall be responsible for all other costs and expenses associated with activities and solicitations undertaken pursuant to this Agreement. 4. SALES TAX Contractor 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 of Florida, is exempt from the payment of Florida sales tax to its vendors under Chapter 212, Florida Statutes,Certificate of Exemption # 85-8015966531C-2. 5. NOTICES. All notices from the County to the Contractor shall be deemed duly served if mailed or faxed to the Contractor at the following Address: Research Data Services,Inc. Attn: Walter J. Klages,Ph.D., President 777 South Harbour Blvd.,Suite 260 Tampa, FL 33602 Telephone: 813-254-2975 Facsimile: 813-223-2986 Email: W)Klages@KlagesGroup.com All Notices from the Contractor 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 Contractor 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. 6. NO PARTNERSHIP. Nothing herein contained shall create or be construed as creating a partnership between the County and the Contractor or to constitute the Contractor as an agent of the County. 7. 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 Contractor. The County will not be obligated to pay for any permits obtained by Subcontractors. Page 3 of 16 Agreement#16-6563 "Tourism Research Services" 1 6 F 7'; 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 Contractor. The Contractor shall also be solely responsible for payment of any and all taxes levied on the Contractor. In addition, the Contractor 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 Contractor agrees to comply with all laws governing the responsibility of an employer with respect to persons employed by the Contractor. 8. NO IMPROPER USE The Contractor 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 Contractor or if the County or its authorized representative shall deem any conduct on the part of the Contractor to be objectionable or improper, the County shall have the right to suspend the contract of the Contractor. Should the Contractor 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 suspension to continue until the violation is cured. The Contractor further agrees not to commence operation during the suspension period until the violation has been corrected to the satisfaction of the County. 9. TERMINATION. Should the Contractor 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, Contractor's recovery against the County shall be limited to that portion of the Contract Amount earned through the date of termination. The Contractor 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. 10. NO DISCRIMINATION. The Contractor agrees that there shall be no discrimination as to race,sex, color,creed or national origin. 11. INSURANCE. The Contractor 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 Contractors; Products and Completed Operations and Contractual Liability. Page 4 of 16 Agreement#16-6563 'Tourism Research Services' CAO 1 6 ...„ 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. 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 $100,000 for each accident. D. Professional Liability: Shall be maintained by the Contractor to ensure its legal liability for claims arising out of the performance of professional services under this Agreement. Contractor waives its right of recovery against County as to any claims under this insurance. Such insurance shall have limits of not less than $1,000,000 each claim and in the aggregate. 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 Contractor during the duration of this Agreement. The Contractor 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. Contractor 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 Contractor from its insurer, and nothing contained herein shall relieve Contractor of this requirement to provide notice. Contractor shall ensure that all subcontractors comply with the same insurance requirements that he is required to meet. 12. INDEMNIFICATION. To the maximum extent permitted by Florida law, the Contractor 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 Contractor, any statutory or regulatory violations, or from personal injury, property damage, direct or consequential Page 5 of 16 Agreement#16-6563 a"Tourism Research Serylc- " 1 6 F 3 damages, or economic loss, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the Contractor or anyone employed or utilized by the Contractor 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. 12.1 The duty to defend under this Article 12 is independent and separate from the duty to indemnify, and the duty to defend exists regardless of any ultimate liability of the Contractor, County and any indemnified party. The duty to defend arises immediately upon presentation of a claim by any party and written notice of such claim being provided to Contractor. Contractor's obligation to indemnify and defend under this Article 12 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. 13. CONTRACT ADMINISTRATION. This Agreement shall be administered by the Collier County Tourism Department, on behalf of the Naples, Marco Island, Everglades Convention and Visitors Bureau (CVB). 14. CONFLICT OF INTEREST. Contractor 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. Contractor further represents that no persons having any such interest shall be employed to perform those services. 15. 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: Contractor's Proposal, Insurance Certificate(s), Exhibit A - Scope of Services,Exhibit B-Fee Schedule, RFP#16-6563 and Addenda. 16. SUB1EC'T 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. 17. 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, Page 6 of 16 Agreement#16-6563 'Tourism Research Servkes' 1 6 F 3 •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. 18. COMPLIANCE WITH LAWS. By executing and entering into this agreement, the Contractor 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 amended; taxation, workers' compensation, equal employment and safety (including, 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 contractor 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 contractor 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 contractor does not comply with a public records request, the public agency shall enforce the contract provisions in accordance with the contract. Page 7 of 16 Agreement#16-6563 ©'Tourism Research Service( If Contractor observes that the Contract Documents are at variance therewith, it shall promptly notify the County in writing. Failure by the Contractor 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. 19. 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. 20. 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. 21, ADDITIONAL ITEMS/SERVICES. Additional items and/or services may be added to this contract in compliance with the Procurement Ordinance, as amended, and Procurement Procedures. 22, 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 Contractor 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 Contractor 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. 23, 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. 24. KEY PERSONNEL. The Contractor's personnel and management to be utilized for this project 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 Contractor shall assign as many people as necessary to complete the services on a timely basis, and each Page 8 of 16 Agreement#16.6563 "Tourism Research ° " CAO 1 6 F 3 person assigned shall be available for an amount of time adequate to meet the required service dates. The. Contractor shall not change Key Personnel unless the following conditions are met: (1) Proposed replacements have substantially the same or better qualifications and/or experience. (2) that the County is notified in writing as far in advance as possible. The Contractor shall make commercially reasonable efforts to notify Collier County within seven (7) days of the change. The County retains final approval of proposed replacement personnel. 25. ORDER OF PRECEDENCE. In the event of any conflict between or among the terms of any of the Contract Documents and/or the County's Board approved Executive Summary, the terms of the Agreement shall take precedence over the terms of all other Contract Documents. 26. ASSIGNMENT. Contractor 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 Contractor does, with approval, assign this Agreement or any part thereof, it shall require that its assignee be bound to it and to assume toward Contractor all of the obligations and responsibilities that Contractor has assumed toward the County. *** Page 9 of 16 Agreement#1. . . "Tourism Research Servi,•-A0 1 6 F ,A,- 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 ATTEST: COLLIER COUNTY, FLORIDA Dwi_ht ..prock, Clerk of Cour oh: ' ` L r. , Co),31\40\\__ By:49/1141° 146644-' Donna Fiala, Chairman Dated: '(, (z 1. (Sii Ct , Chairman's a'qn fur only. Research Data Services, In•. • ® ''� / "" ..,11' fit First Witness Signature n_ t„ n- k..,,, ..n - _ Wc/ IkC' 3-- 0.cvs , ?tn. ). 1'Type/ rint itness namel' ''Type/print signature And titlel' Second itness 0 V\[trep. JolAvis4'0 1'Type/print witness nameT Approved as to Form and Legality: 0-cg?e7 iJl:e ssistlan,t Attorney Col lee ► M 1Y Item# MO F 3 Print Name Agenda `' Date 9I �Zii 6 Date Li i 15 110' Rec'd A Depu cork Page 10 of 16 Agreement#16-6563 "Tourism Research Services" 0 Exhibit A . ., Agreement#16-6563 "Tourism Research Services" Scope of Services The Contractor, at a minimum, must achieve the requirements of the Scope of Services stated herein. Task la Visitor Profile Study: Commercial Lodging(11/M/C/C1 • The Commercial Lodging Visitor Profile studies will poll and provide the following information to the County. • The number of visitors staying in commercial lodgings, the related direct expenditures and economic impact, lodging occupancy, average daily rates (ADR), and revenue per available room (Rex/PAR); • Visitor origin nurnerosity by region, • Transportation modes including airports of cleplanernent; • Motivations and purpose of trip, including leisure, individual business, and meeting/conference travel; • Incidence of first time visitation; • Competing Florida destinations considered; • Information used in planning visits to Collier; • Reliance on and usage of the Internet for travel information and/or booking including use of Collier's website. We will also include LIRL's used to get information and to book travel. Additionally, we will query about respondents' involvement with social media/networking sites and smartphone use; • Length of stay,party size, and party composition; • Satisfaction with trip, word-of-mouth recommendation, and likelihood of repeat visit; • Activities enjoyed in the area, including the Everglades, water tourism, culture, sporting events, etc.; • Average age, age distribution, household income, and occupation categories; • Party budgets by major expenditure categories, including prepaid expenses. The proposed approach provides more accurate and complete estimates of spending because expenditures are itemized within major budget categories to aid respondent recall. Budgets will be further validated by post visitation responses; • Exposure to the area's promotional messages and their impact on destination visitation; • Influential motivators that attract visitors to the Naples, Marco Island, Everglades area; • Primary international origin markets of interest; • Visitor generated input reflecting the destination's brand image (open ended destination attributes); Page 11 of 16 Agreement#164563 ' ourism Research Service?'ocva 0 , , left j • Tourism industry employment statistics within Collier County; • Third party reports for economic trends, competitive destination information, and group!meeting impacts. Task lb Visitor Impact Study: In Home (V F/RI In-home visitor profile will be developed by means of a systematic random sample Internet survey of a minimum of 384 Collier County households, with a telephone-based control group. The results of the will be reported in tandem with the Commercial Lodging Visitor Profile data as part of the annual Value of Tourism report. The reports and presentations will detail: • The number of visitors staying with friends and relatives in Collier County; • Estimated expenditures; • In-Home visitor's economic impact on Collier County. Task lc Visitor Impact Study: Regional (Day-Tripper) Throughout a typical year, the County attracts visitors from a regional area within an approximately 50 mile radius of the destination. Such visitors are referred to as "day- trippers." By definition, day-trippers do not spend the night in Collier County. However, day-trippers do use County assets such as public transportation, parks, parking facilities, beaches, causeways, piers,restaurants, retail facilities, entertainment venues, etc. To capture and quantify the numerosity and related value-added of this visitor segment requires an annual Internet-based study conducted with a random cross section of regional households (minimum sample size 384), with a telephone-based control group. The Contractor will obtain a random sample of email addresses of non-Collier residents located within the ZIP codes defined by a 50 mile radius of the County from a highly reputable national sampling company. The results of the Day-Tripper Research will be reported with the annual Value of Tourism findings. The report will detail: • Nurnerosity; • Estimated expenditures; • Economic impact. Task 2: Hotel Occupancy and Average Daily Rate Study Monthly survey of hotels will be performed to determine Occupancy, ADR, Rev Par, Room Demand, Number of Visitors, Visitor Spending, Visitor Economic Impact, Hotel Room Nights. Other information provided will include: Page 12 of 16 Agreement#16-6563 "Tourism Research Services' 16F3 • Location of property; • Property type; • The property's total number of lodging units and number of units in the rental pool for the current research month; • Average occupancy and ADR for the prior month,as well as current occupancy trending; • Average party size and guests per room; • Distribution of guests by geographic origin and purpose of trip (i,e., business, meeting /group, Ieisure, etc.); • Current levels of reservations and three month forward business level expectations. Task 3:Impact of Tourism Study The purpose of the proposed Value of Tourism Study is to develop an up-to-date assessment of the impact of tourism on the economy of Collier County, The Value of Tourism analysis will tie together data from our Visitor Profile (Commercial Lodging, In-Home/V F/R, and Day-Tripper), Occupancy Research, and salient secondary information (i.e., sales tax collections, resort tax collections, NAICS data on employment and wages,etc.) An annual in-depth Value of Tourism report will be provided based on multiple data inputs that will estimate and detail: • The seasonal and annual volume of overnight visitors to the Naples, Marco Island, Everglades area by geographic origin, nationality, transportation mode, and visit motivation, • The budget of the typical visitor party by key demographic variables, including spending at hotels, restaurants, shopping, attractions,and gas stations; • The proportion of taxable retail sales generated by visitors;. • The sales tax, gasoline tax, and local option taxes contributed by visitors and the related savings to Collier County residents; • Additional employment generated by tourism in the Naples, Marco Island, Everglades area by sector of the economy and tourism related wages; • Visitor expenditures by sectors of the economy (i.e., restaurants, hotels/motels, etc.). Task 4. Inquiry Conversion Study Annual report of random sampling of inquiries for information from toll free number and web site, and direct inquiries to ads. The primary purpose of the conversion research is to assess: • How and why visitors decide on their visitation targets; Page 13 of 16 Agreement#16-656- "Tourism Research Services' I 6 ic .3 • Consumer motivations involved in seeking destination information and making an inquiry relative to household travel planning; • The proportion of inquiring consumers familiar with the Naples, Marco Island, Everglades area; • The brand perceptions and location identification current among travel parties who seek information from the CVB; a The proportion of information seekers with prior Collier visitation experience; a The proportion of inquiring parties with firm Naples, Marco Island, Everglades area reservation commitments prior to inquiry; • The proportion of inquirers who at the time of the survey had already completed the planned trip to Collier, their motivations, levels of satisfaction,and planning decisions; • The proportion of inquirers who are still planning to take their trip to Collier at the time of survey contact, their motivations and planning decisions; a The proportion of consumers who did not take a trip to Collier, but visited competing destinations, their motivations, experiences, and planning horizons; a The proportion of people who did not take a trip and are not currently planning to travel; • The role and effectiveness of advertising in directing travelers to the Naples, Marco Island, Everglades area; a Details of other social networking and consumer generated media sources consulted (i.e., Facebook, Twitter, blogs, TripAdvisor, discussion boards, YouTube, etc.); • A profile of competing destinations defined by inquiry respondents, identifying those factors that differentiate these places from the Naples, Marco Island, Everglades area as a destination. Task 5:Focus Group Research Qualitative research on an as needed basis to measure or test the following: • Rate latent consumer motivations and attractability factors that prompt visitation among core markets, • Obtain a measure of images and preferences for the Naples, Marco Island, Everglades area as a destination, vis a vis the destination's primary competitors. • Quantify the visitation generation effect of area attractions and events. • Determine how well advertising and promotional materials "sell" and persuade consumers to visit the destination. • Test and rate the effectiveness of new creative concepts and positioning platforms. a Explore the effectiveness of the destination's brand identity among its core visitor markets, a Test consumers' reactions to websites, their messages and usability. • Assess awareness of the area as a potential venue for group and meeting business in the meeting planner community. Page 14 of 16 Agreement#16-6563 „ "Tourism Research Services F The Contractor will implement four (4) domestic or international focus groups each year as part of the research contract, The summary reports for these groups will include an executive summary of the findings and detailed tabulations of the results of the sessions. Markets targeted for qualitative research will be determined in consultation with CVB staff. Special Projects Collier County reserves the right to task the Contractor to perform services that are deemed necessary to be performed as "Special Projects", which are related to the services outlined herein, but which are not specifically set out in this Agreement. All Special Projects must be approved in advance in writing by the County. Payment for Special Projects shall be in accordance with the hourly rate identified in Exhibit "B", together with any properly pre- approved Travel and Reimbursable Expenses as defined in this Agreement. The County reserves the right to order such services from the Contractor as may be required during the contract period, but does not guarantee any minimum or maximum services to be ordered during the contract period specified. Task assignments shall be at the sole discretion of the County as directed by the Tourism Director. Page 15 of 16 Agreement#1. • 'Tourism Research Services' Exhibit"B" 1 6F3 Agreement #16-6563 "Tourism Research Services" Fee Schedule Number of Task Task Description Surveys Methodology la Visitor Profile StudyCommercial 150/month In person, face-to-face and post Lodging(H/M/C/C) visitation surveys lb In-Home(V F/R) 384/year Internet with telephone control group lc Regional (Day-Tripper) 384/year Internet with telephone control group 2 Hotel Occupancy and 80/month Internet/email,fax,telephone, Average Daily Rate Study and/or in-person 3 Impact of Tourism Study N/A Part of visitor profile and occupancy research 4 Inquiry Conversion Study 384/biannually Internet with telephone control group 5 Focus Group Research 8-10 groups Internet and telephone Total Core Research Program Tasks 1 through 5 Estimated Annual Fee $120,800.00 to be paid in equal monthly amounts of$10,066.67 plus travel and reimbursables (out-of-pocket expenses) not-to-exceed six thousand dollars($6,000.00)per year. Hourly billing rate for Special Projects is $150.00 and is applicable to Time and Materials projects only.Time and Materials: the County agrees to pay the contractor for the amount of labor time spent by the Consultant 's employees and subcontractors to perform the work (number of hours times hourly rate), and for materials and equipment used in the project (cost of materials plus the contractor's mark up). This methodology is generally used in projects in which it is not possible to accurately estimate the size of the project,or when it is expected that the project requirements would most likely change. As a general business practice, these contracts include back-up documentation of costs;invoices would include number of hours worked and billing rate by position (and not company (or subcontractor) timekeeping or payroll records), material or equipment invokes, and other reimbursable documentation for the project. Page 16 of 16 Agreement#16-5563 e 'Tourism Research Services" F: 6 AC20. CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) `.� 04/13/2016 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: STEVE POOLE Garlock&Associates Insurance,Inc. ja ONN EXt)•(239)549-0221 /FAX,No):(239)549-6098 2002 Del Prado Boulevard S Ste#200 E-MAIL ADDRESS: steve@carlockinsurance.com Cape Coral,FL 33990 INSURER(S)AFFORDING COVERAGE NAIC# INSURER A: AUTO OWNERS INSURANCE COMPANY INSURED INSURER B: UNITED STATES LIABILITY INSURANCE RESEARCH DATA SERVICES INC INSURER C: 777 SOUTH HARBOUR ISLAND BOULEVARD INSURER D: SUITE#260 INSURER E: TAMPA,FL 33602-5725 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTRINSD wvn POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $1,000,000 DAMAGE TO RENTED 300 000 A CLAIMS-MADE X OCCUR PRFMISES(Ea occurrence) $ , X 20727462 02/01/16 02/01/17 MED EXP(Any one person) $10,000 PERSONAL&ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 X POLICY PROT -LOC PRODUCTS COMP/OP AGG $2,000,000 JEC OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ (Fa accident) ANY AUTO BODILY INJURY(Per person) $ ALL OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS AUTOS NON-OWNED PROPERTY DAMAGE $ HIRED AUTOS AUTOS (Per accident) _ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATIONX PER OTH- AND EMPLOYERS'LIABILITY STATUTE FR A ANY OFFICER/MEMBER EXCLUDEDXECUTIVE Yy N/A 20042343 08/23/15 08/23/16 E.L.EACH ACCIDENT $500,000 (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $500,000 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $500,000 EACH OCCURRENCE $1,000,000 B PROFESSIONAL LIABILITY SP1014062H 10/11/15 10/11/16 AGGREGATE $2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) CERTIFICATE HOLDER CANCELLATION COLLIER COUNTY GOVERNMENT SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 3327 TAMIAMI TRAIL EAST ACCORDANCE WITH THE POLICY PROVISIONS. NAPLES,FL 34112-4901 AUTHORIZED REPRESENTATIVE <SP> ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25(2014/01) The ACORD name and logo are registered marks of ACORD Agency Code 12-0151-00 Policy Number 102312-20727462 • COMMERCIAL GENERAL LIABILITY 55181 (12-04) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART. SCHEDULE Name Of Additional Insured PersQn(s.) Or Organization(s) PINELLAS COUNTY BOARD OF:•CITY COMMISSIONERS COLLIER COUNTY BOARD OF COMMISSIONERS/MARTIN COUNTY BOARD OF COUNTY COMMISSIONERS, ITS OFFICERS,EMPLOYEES AND AGENTS/ SARASOTA CONVENTION&VISITORS.BUREAU INC DBA VISIT SARASOTA COUNTY/ • Information required to complete this Schedule, if not shown above,will be shown in the 1Jeclaratial . _ • A. SECTION II-WHO IS AN INSURED is amended to 2. In connection with your premises owned by or include as an additional insured the person(s) or rented to you. organization(s) shown in the Schedule but only with respect to liability for"bodily injury", "property B. The following is added to SECTION III-LIMITS OF damage", "personal injury"or"advertising injury" INSURANCE: caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting The limits of liability for the additional insured are on your behalf: those specified in the written contract or agreement between the insured.and the designated person or 1. In the performance of your ongoing operations; organization, not to exceed the limits provided in this or policy, These limits are inclusive of and not in addition to the limits of insurance shown in the Declarations. Includes copyrighted material of Insurance Services Office, Inc., with its permission. 55181 (12-04) Copyright, Insurance Services Office, Inc., 1984, 2004. Page 1 of 1 • �ac DCERTIFICATE OF LIABILITY INSURANCE DATE<MMIDD,YYYY)�� 03/29n016 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT LYNNE LOVINGER NAME: LYNNE LOVINGER PHONE 813.258.8909 FAX 813.849.6151 JA/C.No.EJ: JA/C,No): LOVINGER INSURANCE INC AQDRIL LYNNE@LOVINGERINSURANCE.COM 3009 W.BARCELONA STREET,SUITE#C INSURER(S)AFFORDING COVERAGE NAIC# TAMPA, FL 33629 INSURER A: MERCURY INSURANCE GROUP 11202 INSURED INSURER B: RESEARCH DATA SERVICES INC INSURER C: SUITE 260 INSURER D: 777 S.HARBOUR ISLAND BLVD. INSURERS: TAMPA FL 33602 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADDLSUBR POLICY EFF EXP LTR TYPE OF INSURANCE IN R.WVD POLICY NUMBER [M/DDIYYYY) (MID MYIYYYYI UNITS GENERAL LIABILITY EACH OCCURRENCE $ DAMAGE TO RENTED COMMERCIAL GENERAL LIABILITY PREMISES(Ea occurrence) $ CLAIMS-MADE l J OCCUR MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GENERAL AGGREGATE $ GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGO $ PRO- 7 POLICY LOC $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 (Ea aaadent) $ ANY AUTO BODILY INJURY(Per person) .$ A ALL OWNED NiSCHEDULED X FLC7019631-5 07/30/2015 07/30/2016 BODILY INJURY(Per accident) S AUTOS X AUTOS _ X �/ NON-OWNED PROPERTY DAMAGE HIRED AUTOS X AUTOS (Per accident) — $ PIP $ 10,000 UMBRELLA LIAB _,OCCUR EACH OCCURRENCE $ EXCESS UAB CLAIMS-MADE AGGREGATE $ DEC RETENTION$ $ WORKERS COMPENSATION WG$LIMIT OTH- AND EMPLOYERS'LIABILITY y I N TORY LIMITS cR ANY PROPRIETOR/PARTNER/EXECUTIVE I N IA EL.EACH ACCIDENT $ OFFICERIMEMBER EXCLUDED? 1 (Mandatory In NH) EL.DISEASE-EA EMPLOYEE $ /(yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ i 1 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 1at,Additional Remarks Schedule,It more spate Is required) REFERENCE#: 16-6563 TOURISM RESEARCH SERVICES 30 DAY CANCELLATION NOTICE WILL BE GIVEN TO CERTIFICATE HOLDER CERTIFICATE HOLDER IS ADDITIONAL INSURED CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DE- RIBED POLICIES BE CANCELLED BEFORE COLLIER COUNTY BOARD OF COUNTY THE EXPIRATION DATE THy--•F, NOTICE WILL BE DELIVERED IN COMMISSIONERS ACCORDANCE WITH 7H •-��I' OVISIONS. / 3327 TAMIAMI TRAIL EAST AUTHORIZED REPR ' NTATIVE NAPLES FL 34112-4901 + ;. LYNNE LOVIN ER / / . ACORD 25(2010/05) © '•• 010 ACOR, C•- '•- •TI N. All ,- reserved. The ACORD name and logo are registered marks of ACORD