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TDC Agenda 08/22/2016
Collier County, FL : August 22, 2016 Page 1 of 3 August 22, 2016 MEETING AGENDA&NOTICE COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL Collier County Government Center,Administration Bldg. F, 3rd Floor 3299 East Tamiami Trail, Naples, FL 34112 August 22, 2016 8:3o am Collier County Commission Chambers * Requires TDC Action 1. Call to Order 2. Pledge of Allegiance 3. Roll Call 4. *AGENDA AND MINUTES A. Changes and Approval of Today's Agenda B.Approval of prior TDC Meeting Minutes i. Regular Meeting 6/27/2016 5. Presentations/ Public Comment- (3 minutes each) A. Green District- Rob Moher, Conservancy of Southwest Florida B. National Parks Centennial Presentation 6. * CONSENT AGENDA All matters listed under this agenda item are considered to be routine and action will be taken by one motion without separate discussion of each item. If discussion is desired by a member of the Council, that item(s)will be moved from the Consent Agenda and considered separately under New Business or Old Business. A. *COASTAL ZONE MANAGEMENT These items have been before the Coastal Advisory Committee (CAC) and have received a recommendation by majority vote of the CAC to proceed with the requested work after further recommendation from the TDC for the necessary tourist tax funding. The TDC is requested to make a finding that each project promotes tourism. B. * BEACH PARK FACILITIES These items have been before the Parks and Recreation Advisory Board (PARAB) and have received a recommendation by majority vote of the PARAB to proceed with the requested work after further recommendation from the TDC for the necessary tourist tax funding. The TDC is requested to make a finding that each project promotes tourism. i. Tigertail Restroom Addition CO #1 ii. Barefoot Beach Tollbooth Replacement C. *TOURISM DIVISION i. Category B and C-2 Grant Agreements for FY 17 as recommended by TDC on May 2`1, 2016 and http://www.colliergov.net/your-government/advisory-boards-and-authorities/tourist-develo... 8/17/2016 Collier County, FL : August 22, 2016 Page 2 of 3 included in FY 17 Proposed Budget for the Tourism Division 7. NEW BUSINESS These items are for review and recommendation by the TDC and have not been reviewed by another County Advisory Board and are to be considered for funding by a majority vote and with a finding that each request promotes tourism. A. * EVENT FUNDING REQUESTS i. Pro Watercross World Championships- Sept. 17-25, 2016 ii. US Open Pickleball Championship (Spirit Promotions) Contract Amendment to add five additional years to Hosting Agreement # 1,-6429 iii. Spirit Productions Grant Request for Production &Airing of 2017 US Open Pickleball Championships finals on CBS Sports Network iv. Spirit Promotions US Open Pickleball Championships Agreement for April 2017 tournament site expenses v. Funding request for sports event site costs support for events to be hosted in September&October 2016 B. * OTHER TDT FUNDING REQUESTS i. University of Florida/IFAS- Ecotourism Needs Assessment Proposal ii. Work Order to ABB Engineering for design and cost projections for up to four sports complex sites iii. East Naples Community Park Pickleball Championship Courts shade cover construction project C. FY 17 Marketing Plan Workshop D. * International Representation RFP Selections i. UK/Ireland RFP 16-6611 to Ommac Ltd. ii. Europe RFP 16-6611 to Diamonde 8. OLD BUSINESS These items have been continued from a previous TDC meeting, or are reoccurring reports for review by the TDC. A. Q 2 Financial Review of TDC Funds 9. Council Member Discussion 10. MARKETING PARTNER REPORTS These reports are provided to TDC members on the digital link above to the County website. The Research Data Services report will be presented on a monthly basis, and the other reports will be presented at TDC meetings on an as needed basis. TDC members may request a presentation by the Marketing Partner representative or by Tourism staff at each TDC meeting. A. Research Data Services B. Paradise Advertising&Marketing, Inc. C. Lou Hammond&Associates D. Collier County Tourist Tax Collections http://www.col liergov.net/your-government/advisory-boards-and-authorities/tourist-develo... 8/17/2016 Collier County, FL : August 22, 2016 Page 3 of 3 E. Miles Partners-Website Activity F. Digital&Social Media- Paradise Advertising and Zebra Brazil G.Atilus- Search Engine Optimization H. Phase V-Fulfillment Services ii. TOURISM STAFF REPORTS These activity reports are provided to TDC members on a digital link to the County website and will be presented to the TDC on an as needed basis. TDC members may request a presentation by Tourism staff members at each TDC meeting. A. Director B. Group Sales C. Leisure&Travel Trade Sales D. Sports Marketing E. Public Relations&Communications F. Film Office G. International Representatives H.Visitor Centers 12. Detailed Staff Reports 13. Next Scheduled Meeting Date/Location— September 26, 2016 Collier County Government Center, Administration Bldg. F, 3rd Floor, 3299 East Tamiami Trail, Naples, Florida 34112 14.Adjournment All interested parties are invited to attend, and to register to speak and to submit their objections, if any, in writing, to the Council prior to the meeting if applicable. For more information, please contact Jack Wert at(239) 252-2402. If you are a person with a disability who needs any accommodation in order to participate in this proceeding,you are entitled, at no cost to you, to the provision of certain assistance. Please contact the Collier County Facilities Management Department located at 3335 Tamiami Trail East, Suite 101, Naples, FL 34112-5356, (239) 252-8380. Public comments will be limited to 3 minutes unless the Chairman grants permission for additional time. Collier County Ordinance No. 99-22 requires that all lobbyists shall,before engaging in any lobbying activities (including,but not limited to, addressing the Board of County Commissioners before the Board of County Commissioners and its advisory boards, register with the Clerk to the Board at the Board Minutes and Records Department. http://www.col liergov.net/your-government/advi sory-boards-and-authorities/tourist-develo... 8/17/2016 June 27, 2016 MINUTES OF THE COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL MEETING Naples, Florida, June 27, 2016 LET IT BE REMEMBERED the Collier County Tourist Development Council in and for the County of Collier, having conducted business herein, met on this date at 8:30 AM in a REGULAR SESSION in Building "F" of the Government Complex, Naples, Florida with the Following members present: Chairman: Commissioner Penny Taylor Vice Chairman: Susan Becker Larry Sacher Clark Hill Robert Miller (Not Present) Ed (Ski) Olesky Mac Chaudhry Michelle McLeod Nancy Kerns ALSO PRESENT: Jack Wert, Tourism Director Colleen Greene, Assistant County Attorney Kelly Green, Tourist Development Tax Coordinator Michael Obyc, Sports Marketing 1 June 27, 2016 Any persons in need of the verbatim record of the meeting may request a copy of the video recording from the Collier County Communications and Customer Relations Department or view online. 1. Call to Order—Commissioner Taylor Commissioner Taylor called the meeting to order at 8:30 A.M. 2. Pledge of Allegiance Pledge of Allegiance was recited. 3. Roll Call A quorum was established. 4. Changes and Approval of Agenda Mr. Wert makes two announcements: • Item 7e and 7f were sent by email on Friday. • Introduced Guest Tammy Holiday Southwest Florida representative for Senator Nelson's office. Commissioner Taylor announces to continue Item 7c. With concerns about the form and the process by which 7c was procured, Commissioner Taylor wanted to have the continuance occur in July. Commissioner Taylor amended the motion to approve the agenda as listed and asked for a continuance for Item 7c. No second. Motion by Larry Sacher to approve the agenda. Second by Susan Becker. Motion Carried 7 "yes"—1 "opposed"(vote by Commissioner Taylor). 5. Approval of TDC Minutes a. Regular Meeting 5/23/16 Ms. Becker moved to approve the minutes of the May 23, 2016 meeting as presented. Second by Nancy Kerns and Clark Hill. Carried unanimously 8— 0. 6. Presentations /Public Comment - (3 minutes each) a. Atlanta Braves Study Expenditure—Magnolia Pond HLDS. LLC Garrett Beyrent discussed how the Hunden & Associates study overlooked 90 acres because they had used older maps. Mr. Beyrent presents an alternative and asks that the TDC take into consideration the Sports Complex proposal. 7. New Business a. FY 17 Proposed Tourism Budget Mr. Wert presented the Executive Summary "Recommend to approve the proposed Tourism Budget ad make a finding that this action promotes tourism. Also, review and recommend for approval to the BCC the proposed tourism department budget for FY 17. " 2 June 27, 2016 • Presented the annual review of the proposed tourism budget for the upcoming fiscal year 17. • First provided the projected revenue for the tourist tax for the coming year; from that basis we build our budget that is presented to the County Management and County Commission. • Presentation of the budget for the coming year. Have taken a look at the economy, hotel partners, etc., and are taking a conservative approach looking at a 2% increase by the end of September of what was brought in and looking at a 2% increase for FY17. • Fund 196 does not receive an allocation, it receives a transfer from Fund 184. Fund 194: we have kept staffing level the same at 12. • Indirect costs have gone up but not under direct control. Have a special item in the budget to assist parks in recreation for resident programs (e.g., paint for fields for events or fertilizer). • Highlighted funding for 193: that particular fund has shown an increase from $40,000 to $400,000 and we look to see some nice growth. Ms. Becker moved to recommend forwarding for approval to the BBC the proposed tourism department budget and hereby finds the item promotes tourism. Second by Mr. Hill. Carried unanimously 8— 0. b. FY 17 Proposed Museum Budget Amanda Townsend - Interim Director for County Museum Division presented the Executive Summary "Presentation of the recommended FY 17 Museum Funds 198 and 314 budget. Also, to appropriately fund the Collier County Museum system so that it may carry out its mission: to preserve collier county's non-renewable historical and archaeological resources and promote a fuller public knowledge and appreciation of our community's heritage and cultural development. " • Asks for an extra vehicle to facilitate travel amongst different locations and to promote interactions with staff and various museum branches. • Contacted Project management services to complete capital projects in order to repair, replace and the expansion of exhibit services. • Redesign of gardens behind the main museum, to foster nice dining and event space • Have the children's interaction exhibit at the Naples Depot with more to do and more to see. Mr. Hill moved to approve the proposed Museum budget and hereby finds the item promotes tourism. Second by Ms. Becker. Carried unanimously 8—0. c. ITB #16-6645 "Production of Tourism Visitor Guide Mr. Wert presented the Executive Summary "recommendation to award ITB #16-6645 Production of Tourism Visitor Guide to Florida Homes Magazine, LLC d/b/a Fuse Media (`Fuse Media) and printing of the Tourism Guide to Customer First Inc. of Naples d/b/a Presstige Printing (`Presstige Printing) and make a finding that this action promotes tourism. " 3 June 27, 2016 • Received 3 bids: two for full production one for printing only. • The advertising revenue to be shared by the publisher 30% for the sales activities cost and Fuse has suggested a 70%to County. Miles media was 80% and 20%to them. The cost would actually be a credit and basically Fuse will be sending the county money. Retain $35,700. Total cost to the county, including ad retainer revenue dollars $60,100. • Looking at all the printing bids (Presstige Bid: $45,393.00, Miles Media: $46,500.00, and Fuse Media: $65,000.00.) we feel that we award to Fuse Media the production a total of$53,700 of the print and online version of the guide. And Printing be awarded at $45,393.00 to Presstige. In the Fuse Media Bid they felt perhaps that they could sell more and if they generated more in revenue they suggested to add a few more pages of editorial to the book. • Concerned that more advertising is going to unbalance the 40% of advertising versus the 60% of editorial. Ms. Becker moved to recommend the staff selection of the vendors to produce the annual visitor guide and hereby finds the item promotes tourism. Second by Commissioner Taylor. Carried unanimously 8— 0. d. Sports Event Assistance Request for 2016 Scheduled Events Michael Obyc - Senior Sports Marketing Manager presented Executive Summary "Recommend approval of Tourist Development Tax Category B'funding to support the four upcoming FY 16 sports Events up to 12,800.00 and make a finding that these expenditures promote tourism. " • Consideration for: Florida State Soccer Association 7v7 Tournament, Florida Fire Columbus Day Tournament, Warrior Citrus Meltdown Laxpalooza, and Alligator Alley Lacrosse Classic. All expenses to be paid for these events will be a facility rental fee to North Collier Regional Park (up to a total cost of$3,200.00). Expects to bring in out-of-county visitors and have a fiscal impact of$12,800.00. Ms. Becker moved to approve the tax Category "B"funding to support four upcoming Sports Tourism events up to $12,800.00 and hereby finds the item promotes tourism. Second by Larry Sacher. Carried unanimously 8—0. e. Funding of the Sea Level Rise Study Commissioner Taylor presented Executive Summary "Recommendation to begin discussion on the potential impact of sea level rise on tourism in Collier County in order to determine whether or not TDC funds might be made available for studies concerning this issue. " Commissioner Taylor moved for a motion to ask our Attorney to research the appropriateness and the legality of using tourist development funds to fund a study of Sea Level Rise. And to recommend to direct Mr. Wert, Executive Director, to recommend to county staff that all other sources of funding be explored. This is by no means an endorsements of funding a study by the TDC board. Second by Mr. Sacher. 4 June 27, 2016 Roll Call: Penny Taylor- Yes Susan Becker-No Mac Chaudry-No Clark Hill-No Nancy Kerns-No Michelle McLeod-No Larry Sacher- Yes Ed(Ski) Olesky-No Robert Miller-Not Present Total Count: 6 "no"and 2 "yes" f. BMX Events in Golden Gate Commissioner Taylor presents Executive Summary recommendation to invite representatives from the local BMX community to make a presentation to the Tourism Development Council (TDC) to see how the TDC can support them going forward. • Commissioner Taylor would like to see if there is an interest to include BMX as a part of Sports Marketing, and aspects of the Sports Marketing Economy. • Naples BMX has been doing a great job and sees a lot of talent that can make it to State Qualifiers and possibly Nationals. Mrs. Kerns motioned to invite Naples BMX to make a presentation to the Tourist Development Council. Second by Ms. Becker. Carried unanimously 8—0. g. TDC Category "A" Fund 195 Grant Applications Gary McAlpin - Coastal Zone Management presents Executive Summary "Recommendation to approve Category A ' Tourist Development Council Grant applications from the City of Naples, The City of Marco Island and Collier County for FY-2016-2017 in the amount of$10,999,000; authorize the Chairman to sign Grant Agreements following County Attorney's approval; approve the 10 year capital planning document for Fund 195-Beach Renourishment and Pass Maintenance and Fund 185 Program Management and administration, and make a finding that these expenditures will promote tourism. " Presentation Part 1: Review and Approve Grant Agreements • Project sub-totals are as follows: Regulatory and Permit Compliance: $564,500 Beach Renourishment Projects: $6,515,000 Inlet Projects: $2,545,000 Beach Maintenance: $440,000 Administration: $934,500 Total: $10,999,000 • Regulatory and Permit Compliance are required by law and required to maintain critical programs between required permit activities. Planned Projects are required to maintain the beach and beach maintenance is required to allow residents and visitors to have exceptional experiences. Administration provides a summary outlining all administrative, program and project management costs. 5 June 27, 2016 Mrs. McLeod made a motion to request that Mr. McAlpin present to the TDC the renourishment option using offshore dredging (explore the off shore/hopper dredging process for renourishing our beaches, understanding that it would be a six-year design and hereby finds the item promotes tourism). Second by Ms. Becker. 7 "yes"—1 "opposed"vote by Clark Hill. *Larry Sacher has been excused moving forward with the rest of the meeting. Presentation Part 2: Approve 10 -year Capital Planning document and Program Management • Planning document for Fund 195-Beach Renourishment and Pass Maintenance and Fund 185: • Funds county staff to manage the projects, maintain the beaches, administer the program. • Unencumbered Reserve Balance to Roll. Ms. Becker moved to approve professional engineering services for the 2016 beach renourishment of Vanderbilt, Pelican Bay, and Park Shore beaches with a caveat that tourism is affected and approve the 10 year planning document for capital spending. Second by Mr. Olesky. Carried unanimously 7—0. h. RFP#16-6629 Beach Renourishment Services Gary McAlpin - Coastal Zone Management presents Executive Summary "Recommendation to approve the ranked list of design professionals pursuant to RFP No. 16-6629, '2016 Beach Renourishment, 'and authorize staff to negotiate contract with the top ranked firm CB&I Environmental & Infrastructure, Inc.for subsequent Board approval, or, if contract negotiations are not successful with CB&I Environmental & Infrastructure, Inc., then to authorize staff to commence contract negotiations with the second ranked proposer, Environmental Science Associates, and make a finding that this item promotes tourism. " • Is being voted on "after-the-fact" since the Board of County Commissioners has already approved the plan in order to proceed with negotiating with them. Commissioner Taylor moved for a motion for "after-the-fact"approval. Second by Mr. Hill. Carried unanimously 7—0 Mr. Hill moved to approve the expenditure and to bring it to the Board of County Commissioners tomorrow and that it promotes tourism. Second by Mrs. McLeod. Carried unanimously 7— 0. i. Modification to Physical Monitoring Plan Gary McAlpin - Coastal Zone Management presents Executive Summary "Recommendation to approve a work order with CB&I Coastal Planning& Engineering, Inc. to provide professional engineering services for modifications to physical monitoring plans under Contract No. 15-6382 for time and material not to 6 June 27, 2016 exceed$5,976, authorize the County Manager or his designee to execute the work order, and make a finding that this item promotes tourism. " • Using one survey in January/February to determine how much sand we put on the beach and to also satisfy the physical monitoring • Development a percentage cost share for non-federal projects Mrs. Kerns moved to approve modification to physical monitoring plan. Second by Ms. Becker. Carried unanimously 7—0. j. 2017-2018 Local Government Funding Request Gary McAlpin - Coastal Zone Management presents Executive Summary "Recommendation to approve a work order with CB &I Coastal Planning & Engineering, Inc. to provide professional engineering services for 2017-2018 Local Government Funding Request under Contract No. 15-6382 for time and material not to exceed$10, 920, authorize the County Manager or his designee to execute the work order, make a finding that this item promotes tourism. " Mr. Hill moved to approve payment for assistance in applying for grant money from DEP with a finding that it promotes tourism. Second by Ms. Becker. Carried unanimously 7— 0. k. Beach Wheelchairs Barry Williams - Parks and Recreation Director presents Executive Summary "Recommendation to approve the expenditure of Beach Park Facilities Tourist Development Tax funds in the amount of$9,280 for the purchase of(4)ADA beach wheelchairs with Deming Designs, Inc. and make a finding that this expenditure promotes tourism. " Motion by Mr. Olesky. Second by Ms. Becker. Carried unanimously 7—0. 1. Clam Pass Electrical Repairs Barry Williams presents Executive Summary "Recommendation to approve a Collier County Tourist Development Council Category 'A ' Grant Application for Beach Park Facilities for Fiscal Year 2016/2017 in the amount of$800,000 to provide an upgrade to the existing Clam Pass Beach Park Electrical system and to make the finding that the project promotes tourism. " Motion by Ms. Becker to approve funding to renovate Clam Pass electrical system in the amount for$800,000.00 and hereby finds that it promotes tourism. Second by Mrs. Kerns. Carried unanimously 7—0. m. Summer Meeting Schedule Motion made by Mr. Hill to not meet on July 25th and meet on the 22nd of August at 8:30 a.m. Second by Ms. Becker. Carried unanimously 7— 0. 7 June 27, 2016 8. Old Business a. Quarterly Financial Review—continued from 5-23-16 No questions and accepted by the Tourist Development Council b. Restripe Parking Garage- information only Mr. Wert presents "Recommendation for the tourist development council to re-approve the expenditures of category 'A 'Beach Park Facility Tourist Tax funds for restriping the parking garage at the County's Vanderbilt Beach Park for 419,278.65, a $9,068.35 savings, and make a finding that this expenditure promotes tourism. " Motion by Commissioner Taylor to approve the restriping (cost saving of 9, 068.35)for $419,278.65. Second by Mr. Hill. Carried unanimously 7—0. 9. Marketing Partner Reports a. Research Data Services—Walter Klages It was noted that the exchange rate of the pound and the dollar has softened. Brexit will have an impact, however, we shouldn't anticipate a contraction due to the fact that these matters take time to take affect and therefore,posing no concern at this moment. Even though reports are made on a monthly basis Dr. Klages will concatenate the data so that it may be reported on quarterly basis. b. Paradise Advertising—Lauren Catourier/Jessica Mackee Paradise Advertising and Marketing, Inc. —Marketing Report c. Lou Hammond & Associates—PR Services—Jonell Modys "Lou Hammond&Associates and CVB PR Team Public Relations Report" d. Tax Collections—Jack Wert "Collier County Tax Collector Tourist Tax Collections" e. Miles Media, Inc. —Website Activity—Buzzy Ford "Web Site Analytics" f. Atilus— Search Engine Optimization "Digital/Social Media Marketing" g. Phase V - Fulfillment Services—Jack Wert "Phase V Fulfillment Services" 10. Tourism Staff Reports 8 June 27, 2016 The following reports were submitted by Staff: a. Director—Jack Wert b. Sales & Marketing—Debi Benedetto c. Public Relations & Communications—Jonell Modys d. Film Office—Maggie McCarty e. Sports Marketing—Jack Wert f. International Representatives—Michael Obyc g. Visitor Centers—Lori Lou Waddell 11. Detailed Staff Reports Submitted 12. Council Member Discussion Mr. Wert- reported that he heard of the debut of the documentary on the reefs which is on WGCU on the 30th. Also a reminder that the Annual Tourism Marketing Summit would be held on Wednesday, June, 29 at Naples Grande. Reminded members to not sit or converse together during the event. Commissioner Taylor- announces that she will be missing the meeting and would like to compose a letter about the importance of Sports Marketing on the County Commission level and in their exploration of marketing to keep it in mind. This letter would be to the marketing partners that will be at the meeting. Mr. Wert will receive the completed letter and make sure to send it out to all members of TDC so that a member can read the letter at the event. Mr. Wert- announced that on June, 28, on the Commission agenda, Hunden Associates will come in and make a presentation on the sports findings. There is a possibility that some of the top sites will be further studied with engineering firms in our area who would be assigned a specific location to look at, and come back with the pros and the cons of each. 13. Next Scheduled Meeting Date/Location—August 22, 2016—8:30 a.m. Collier County Government Center, Administration Bldg. F, 3rd Floor, 3299 East Tamiami Trail, Naples, Florida 34112 There being no further business for the good of the County, the meeting was adjourned by order of the chair at 12:18 p.m. ***** 9 June 27, 2016 COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL Chairman, Commissioner Penny Taylor These minutes approved by the Board/Committee on as presented or as amended 10 limmi LI 11,1 Ce >1 iiii.11 4.0 tri aa C3 -, 07 e a } i3 0 • til L/ 211 el z U U Gtr .. 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G j_ y,A 0 moi/ 4- - -0 0 r 0 c L c O) O ' 4) 0 •_- D C ' O O -0 O Q � D 0 CD 0) 0) w 0 O c C O) 0 Z DOCOE 0 ,_ Ooc O 2 O) .4) 0, hfl > © °(93= D '> c N O N N C`7 NO • 1 ilto,. / • •- , ,,, ..,,,.,,, • q 1 • , .I' ', .� l i +�..,,�� t o iia � 7 °/ , . ` y�rJ 4 t 9° f "4+ s !f ` „,..A„ i ...... •„ , ` .; . r o , : 1 , . „k ,f-,* ' . . iiiii . i ..} ky ' tp .' ' f, 1 '- .``- , T 4. y$ €P i ! t k y .. � � '°mss "x.'�:_ Y i 'I 1 August 22,2016 Consent Agenda 6-B(i) 1 of 5 EXECUTIVE SUMMARY Recommendation to approve change order #1 in the amount of $5,683.00 to Q Grady Minor & Associates, PA to obtain the required permits for the City of Marco Island for the Tigertail Restroom addition and make a finding that this expenditure promotes tourism. OBJECTIVE: To provide additional overflow restroom facilities at the Tigertail Beach south parking lot by installing separate men's and women's stalls to accommodate peak season and high visitation days. CONSIDERATION: The existing Tigertail Beach Bathroom facilities are inadequate to accommodate the visitors during peak season and high visitation days. Bathroom facilities are located at the entrance to the park and an overflow restroom facility was installed at the overflow parking area to accommodate the high volume of visitors. The expansion is proposed to add a modular prefabricated unit to provide two additional stalls for men and two additional stalls for women. Two of the four additional facilities will be ADA compliant, one for men and one for women. After a meeting with Marco Island city officials it was determined that the Tigertail restroom addition will be constructed seaward of the Coastal Construction Control Line (CCCL), and therefore a new Florida Department of Environmental Protection Coastal Construction Control Line (FDEP CCCL) permit for major structures will be necessary. Also a new Marco Island CCCL variance and Flood Variance (FV) will be necessary. Funding for the design was approved by the Tourist Development Council (TDC) under Category "A" Grant Applications on April 28, 2014 for $25,000; the expenditure was also recommended for approval by the TDC on February 22, 2016. The first work order to Q Grady Minor was approved by the BCC for $19,263.00 on April 12, 2016. The Work Order total amount will be $24,946.00 equivalent to a 29.50% increase. FISCAL IMPACT: Funding in the amount of $5,683.00 from TDC revenues is available and appropriated for this Project No. 90093 within the Parks and Recreation Beach Park Facilities Capital Fund 183 (TDC Beach Parking Facilities). GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan from this action. ADVISORY BOARD RECOMMENDATION: The Parks and Recreation Advisory Board approved this project with a 6-0 vote on April 16,2014. LEGAL CONSIDERATIONS: This item has been approved as to form and legality and requires majority vote for approval.—CMG RECOMMENDATION: That the TDC recommends award of the proposed change order using Contract Number 14-6307 to Q Grady Minor & Associates, PA for the Tigertail Restroom addition, Project No. 90093, in the amount of$5,683.00, and makes a finding that the project expenditure promotes tourism. Prepared by: Leandro A. Goicoechea, P.E., Project Manager,Facilities Management Division Attachment: Cost Proposal August 22,2016 Consent Agenda 6-B(i) GradyMinor 2 of 5 Civil Engineers • Land Surveyors • Planners • Landscape Architects June 20, 2016 Ms.Leandro Goicoechea,P.E. Collier County Department of Facilities Management 3301 E.Tamiami Trail Naples,FL 34112 RE: Proposal for Professional Services Collier County Tigertail Beach Restroom Addition Site Development Plan Amendment,CCCL Variance and FDEP CCCL Permit Dear Mr. Goicoechea: Thank you for the opportunity to provide this Proposal for Professional Services related to the site permitting of the proposed addition to the restroom near boardwalk 6. This proposal covers the Site Development Plan Amendment through the City of Marco Island (SDPA). Because the addition will be constructed seaward of the Coastal Construction Control Line (CCCL), an FDEP CCCL permit for major structures will be necessary. Additionally, again because of its location seaward of the CCCL, a Marco Island CCCL Variance pursuant to LDC 30-751 will be necessary. It will also need a flood variance. The variance for the existing restroom did not include a potential addition. We understand that the addition will be a modular prefabricated unit. The bid package we prepare will have the specifications that you provide and will require the contractor to provide appropriate engineering to meet City of Marco Island building permit requirements for tie down, etc. We will provide coordination documents suitable for bidding that will provide clear direction to the bidding contractor on how to connect the existing and proposed structures together physically and/or aesthetically. We propose the following services: Task No. 1—Project Commencement and Survey Meet with County staff for the proposed exact location of the addition. Set up and attend pre- application meeting with the city. Prepare plan to provide survey tie down locations for CCCL permitting. Task No. 1A—Building Construciton Coordination Meet with County staff for the proposed exact location of the addition. Set up and attend pre- application meeting with the city. Q. Grady Minor&Associates, PA. Ph. 239-947-1144 • Fx: 239-947-0373 3800 Via Del Rev PB 0003151 • LB 0005151 •LC 26000266 Bonita Springs, FL 34134 www.gra dyminor.coni August 22,2016 Consent Agenda 6-B(i) Mr.Leandro Goicoechea,P.E. 3 of 5 Re: Tigertail Restroom Addition June 20,2016 Page 2 Prepare building coordination documents on building construction suitable for permitting, bidding and construction. Task No.2—City of Marco Island CCCL and Hood Variance Application A. Application Preparation: Utilizing FDEP CCCL site plan,prepare variance application along with supporting documents. B. Sufficiency Review: GradyMinor will coordinate with City review staff and prepare written responses to the sufficiency comments and coordinate the re-submittal to the City. C. Meetings/Public Hearings: We will prepare for and attend one (1) Planning Commission meeting and one (1) City Council meeting. We assume all three(3)city applications will be heard at each meeting. Task No.3—FDEP CCCL Application A. Application Preparation: Prepare site plan with required information based on survey above. Assemble required documents as part of the application including City of Marco Island Growth Management Plan confirmation. Request waiver for survey update based on FAC 62B-33.008 (6). File the application with FDEP. B. Sufficiency Review: Prepare written responses to the sufficiency comments and coordinate the re-submittal to FDEP. Follow up for approval. Task No.4—Bidding and Construction A. Bidding Prepare bid tabulation, engineer's opinion of cost, and bid document. Provide to County for bidding. Follow up on contractors' questions. Review final bids with staff. B. Construction As engineer of record provide monthly progress report as required by FDEP. Attend pre- construction meeting, one (1) site visit for utility connection, and one (1) site visit during installation of the modular unit. Attend final completion walk through. Survey final location and provide record drawings and project closeout. Task No.5—Site Development Plan Amendment Permitting (For this task we would utilize previously prepared Site Development Plans.) Prepare and submit SDPA application documents to the City of Marco Island. Follow up for approval. Note this application will not be submitted until both CCCL permits/variance are approved. \\ggm.locaNfiIm\AdminMarketing\PROPOSAL\C\Collier County Facilities Mgmt\LG606I7 Tigertail Restroom additiondoc August 22,2016 Consent Agenda 6-B(i) 4 of 5 Mr,Leandro Goicoechea,P.E. Re: Tigertail Restroom Addition June 20.2016 Page 3 Task No. 6-Reimbursables Allowance for reimbursable expenses related to the above additional services. Reimbursable expenses include costs to reproduce plans, copies, delivery fees and the like. This does not include application or permit related fees to issuing agencies. Those fees would be paid directly to the agency by the County. We propose the following budget for this work: FEE SCHEDULE Task Description Budget Fee Type 1. Project Commencement and Survey $1,543 Fixed 1A. Project Commencement and Survey $4,452 Fixed 2A. Variance Application $2,744 Fixed 2B. Sufficiency $1,414 Fixed 2C. Public Hearings $1,883 Fixed 3A. FDEP CCCL Application $2,828 Fixed 3B. Sufficiency $1,211 Fixed 4A. Bidding $2,183 Fixed 4B. Construction $3,604 Fixed 5. SDPA $2,584 Fixed 6. Reimbursable $500 Actual Total $24,946.00 This Proposal only includes those items specifically identified above and is intended to be inclusive of professional services normally provided in the design and permit phase. This Proposal does not include construction stakeout or record survey,resident inspection during construction or testing. Invoices will be issued monthly,payable per the applicable Collier County Purchasing Policy. Any government imposed sales taxes or fees shall be added to our fees for services under this Proposal. This Proposal is subject to the Standard Provisions of the Collier County Fixed Term Engineering Services Contract(FT13-6164)and the attached Survey Rate Sheet. This Proposal is void if no Task Authorization or Purchase Order is issued within 90 days of this date. Very Truly Yours, /11.14(tc) "tk- Michael J.Delate,P.E. Sr. Vice President MJD \\ygm.local\files\AdminMarlmting\PROPOS.ad\C\Collier County Facilities Mgmt\L060617 Tigertail Restroom addition.doe August 22,2016 Consent Agenda 6-B Procurement Sr rBit s(i) Co Olf" Change Order Form 0 Contract Modification ®Work Order Modification ❑Amendment • Contract#: 13-6164 Change#: 1 Purchase Order#: 4500168179 Project#:( 90093 Q.Grady Minor&Associates,P.A. Contract/Pro ect: ( Tigertall Beach Restroom Addition I Contractor/Firm Name: l Project Manager Name: Leandro A.Goicoechea Parks&Recreation Division Name: Original Contract/Work Order Amount;" $ .: ' , +00 ;4/1-2/16ft6 D.2 ;Original BCC Approval Date; Agenda Item#� Current BCC Approved Amount ,1,4$$a' 3±0(• 4.14/12/16,18A2. Last BCC Approval Date, Agenda Item# 1 Current ContractJWoric Order Amount, 19;26'3;00 ._,. =3/8��019 SAP Contract Expiration Date(Master) _l_._.._. _.. Dollar Amount of this Change = ":. , • 883�00; 29.50Tota.5,,683,00' °l° { Change from Original Amount ',Change from Current BCC Approved Amount Revised Contract/Work Order Total $ 24,946.00 29.50%� Cha Cumulative Changes $ 5,683.00 29.50% :Change from Current Amount * A1 dta,DiWtion:of a T l'=.11'.___, dr.R a ttl*CF►ainge Notice to Proceed 06/21/2016 Original 8!20/2017 Last Approved 4/12/2016 Revised Date 1820/2017 I Date Completion Date Date (Includes this change) #of Days Added I 0 I Select Tasks ®Add new task(s) 0 Delete task(s) 0 Change task(s) 0 Other(see below) Provide a response to the following:1.)detailed and specific explanation/rationale of the requested change(s)to the task(s)and l or the additional days added(if requested);2.)why this change was not included In the original contract;and,3.) describe the Impact if this change is not processed. Attach additional information from the Design Professional and/or Contractor if needed. 1) After a meeting with Marco Island city officials it was determined that the Tigertail Beach Restroom addition will be constructed seaward of the Coastal Construction Control Line (CCCL) so a new Florida Department of Environmental Protection Coastal Construction Control Line(FDEP CCCL)permit for major structures will be necessary. Also because of its location seaward of the CCCL,a new Marco Island CCCL variance and Flood Variance(FV)will be necessary. 2) This change was not included in the original contract because it was understood that with the existing FV and CCCL obtained for the previous bathroom structure that was already constructed was enough due to its proximity but the variance made for the existing restroom did not include a potential addtition. 3) If the change is not processed,the FDEP CCCL the Marco Island CCCL and FVLV which was decided by Marco Island City Officials will not be presented and the project will not be complying with the required permits from the City of Marco Island needed to get a construction permit for the project. Because of this it will be impossible to do the required project and comply with all the ADA requirements for the facility. z i , Prepared by:Leandro A.Goicoechea,Facilities Manaeem- t Division ' __ r_.-- - Date: (Project Mane!., ame and Division) Acceptance of this Change a rd= shall constitute a modification to contract/work ord., identified above and will be subject to all the same terms and conditions as ntain:d in the contract!work order indicated above,as fully as if the same ware stated in this acceptance. The adjustment,if any,to the ant: • shall constitute a full and final settlement of any and all claims of the Contactor/Vendor/Consultant I Design Professional arm • out'for fated to the change set forth herein,including claims for impact and delay costs. ���Zua Accepted by; NI r Y. y L 'es Date: c (Co dor I Ven Ur Consultant I Design Professional and Name of Firm,if project applicable) Date: Approved by: I.t . -ssional :t • f1.f Firm,tf project applicable) 04t � l i wiJ Approved bye _ //I% Date: 8116(/f 47 (P ... rement Professional) Revised:I0/2812014 1 (Divisions who may require additional signatures may Include on separate sheet) I PROCUREMENT USE ONLY I BCC Adrift BCC ES August 22,2016 Consent Agenda 6-B(ii) 1 of 6 EXECUTIVE SUMMARY Recommendation to award a work order using fixed term Contract Number 13-6164 to Q Grady Minor & Associates, P.A. for the Design and Permitting of the Barefoot Beach Toll Booth replacement and make a finding that this expenditure promotes tourism. OBJECTIVE: To replace the existing Barefoot Beach Toll Booth, which is deteriorated and in need of repair,with a new unit providing more space and sanitary facilities for the park attendant. CONSIDERATION: Currently,the Parks and Recreation Division have an existing wooden toll booth, which is deteriorated, small and doesn't include any sanitary services for the park attendant. To remedy those issues, the County plans to replace the toll booth with a new, pre-fabricated, concrete unit that will provide more space, and adequate sanitary facilities at the entrance to Barefoot Beach Park. The County seeks to utilize the services of an Engineering/Architectural firm to prepare and acquire the necessary permits and develop the detailed bidding documents to procure the replacement toll booth. The installation must comply with all applicable regulations. The project includes removing the existing toll booth and replacing it with a 10' x 20' flood-proof toll booth that will have an Americans with Disabilities Act approved bathroom. A temporary facility will be located to serve as toll booth while the construction finishes. FISCAL IMPACT: Funding in the amount of $27,055.00 from Tourist Development revenues is available and appropriated for this Project No. 80242 within the Parks and Recreation Beach Park Facilities Capital Fund 183 (TDC Beach Parking Facilities). GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan from this action. ADVISORY BOARD RECOMMENDATION: The Parks and Recreation Advisory Board approved this project with a 6-0 vote on April 16,2014. LEGAL CONSIDERATIONS: This item is approved as to form and legality, and requires majority vote for Board approval.—SRT RECOMMENDATION: That the Tourist Development Council recommends award of a proposed work order using Contract Number 14-6307 to Q Grady Minor for the Barefoot Beach toll booth replacement, Project No. 80242, in the amount of$27,055.00, and makes a finding that this expenditure promotes tourism. Prepared by: Leandro A.Goicoechea, P.E.,Project Manager, Facilities Management Department Attachment: Cost Proposal, Work Order August 22,2016 Consent Agenda 6-B(ii) 2 of 6 GradyMinor Civil Engineers • Land Surveyors • Planners • Landscape Architects May 19,2016 Mr. Leandro Goicoechea Collier County Facilities Management 3335 Tamiami Trail East, Suite 101 Naples,FL 34112-5356 RE: Proposal for Professional Services Barefoot Beach Toll Booth Replacement Dear Mr. Goicoechea: Q. Grady Minor& Associates,P.A. is pleased to provide this proposal for Professional Services for the proposed replacement toll booth at Barefoot Beach. We assume that the project can be submitted as an Insubstantial Change to the existing SDP. A Coastal Construction Control Line(CCCL)permit will be required from FDEP. We will also work with you in selecting a pre-fabricated building product to be specified in bidding. We propose the following tasks for the project: Initial Design Tasks: Task No. 1—Engineering Survey Obtain detailed topographic survey and CCCL line location for the proposed addition. Obtain sanitary sewer location and inverts. Task No.2—Architectural Coordination Coordinate with you on type of building and specifications. Task No.3—Civil Base Plan Design Utilizing conceptual plan, comments from you and updated survey data, prepare engineering plan. This will become the Base Plan utilized for permitting. Permitting Tasks: Task No.4—Coastal Construction Control Line Permitting Prepare plans and supporting data/reports and submit to FDEP for the Coastal Construction Control Line permit(CCCL). Q. Grady Minor&Associates, P.A. Ph. 239-947-1144 • IN: 239-947-0375 3800 Via Del key EB 0005151 • LB 0005151 • LC 26000266 Bonita Springs, FL 34134 «wv.gradyminor.com August 22,2016 i) Mr.Leandro Goicoechea Consent Agenda 6-B fi 3 of 6 Re: Barefoot Beach Toll Booth May 19,2016 Page 2 Task No. 5 — Collier County SDPIC Permitting— Set up and attend pre-application meeting for an Insubstantial Change to the existing SDP. Prepare SDPIC application, reports and exhibits. Submit to the County and follow up for approval. Prepare water and sewer plans, specifications and reports for water service and grinder pump station (gravity sewer is not obtainable). Prepare and submit FDEP sewer permit. Task No. 6 — Bidding— Prepare bid documents and submit to you in pdf format and one (1) hard copy for bidding. Attend pre-bid meeting. Answer bidders' questions. Review bids and recommend award. Construction: Task No. 7 — Pre-Construction, Construction and Permit Close Out Assistance — Set up and attend FDEP pre-construction meeting. Assist Collier County in closing out FDEP permit. Review shop drawings, set up and attend pre-construction meeting with Collier County, inspect utility installation and attend tests. Observe building installation. Prepare project close out and utility acceptance documents. Close out permits. We propose to provide these services as follows: TOTAL TASK BUDGET FEE TYPE TIME TIME (wks) (wks) 1. Topo and CCCL Survey $2,587.00 Lump Sum 3 3 2. Architectural Coordination $555.00 Lump Sum 2 5 3. Civil Base Plan $3,198.00 Lump Sum 4 9 4. CCCL(FDEP) $4,068.00 Lump Sum 16 25 5. County SDPIC $6,792.00 Lump Sum 12 21 6. Bidding $2,275.00 T/M 12 21 7. Construction $7,180.00 T/M 31 52 Reimbursables: $400.00 With Back- up TOTAL $27,055.00 This Proposal is subject to the Standard Provisions of the Collier County Fixed Term Engineering Service Contract(FT13-6164). Any services requested beyond the scope of this Proposal will be performed for a fee negotiated when the scope of additional services is known or at the approved Collier County Fixed Term Contract(#13-6164)hourly rate schedule. G:\AdminMarketing\PROPOSAL\C\Collier County Facilities Mgmt\LG60519 Barefoot Toll Booth.doc August 22,2016 Consent Agenda 6-B(ii) 4 of 6 Mr.Leandro Goicoechea Re: Barefoot Beach Toll Booth May 19,2016 Page 3 Invoices will be issued monthly,payable per the applicable Collier County Purchasing Policy. Any government imposed sales taxes or fees shall be added to our fees for services under this Proposal. Services related to asbestos, hazardous or toxic materials are excluded. Client shall provide a site that complies with applicable laws and regulations. This Proposal is void if no Task Authorization or Purchase Order is issued within 90 days of this date. Very truly yours, lalciack Michael J.Delate,P.E. Sr.Vice President MWM:cjd \\qgm.local\files\AdminMarketing\PROPOSAL\C\Collier County Facilities Mgmt\LG60519 Barefoot Toll Booth.doc August 22, 2016 Consent Agenda 6-B(ii) 5 of 6 WORK ORDER/PURCHASE ORDER Contract 13-6164"Professional Services for Engineers and Architects -CR" Contract Expiration Date: March 8,2019 This Work order is for professional engineering services for work known as: Project Name: Barefoot Beach Toll Booth Replacement Project No: 80242 The work is specified in the proposal dated May 19, 2016 which is attached hereto and made a part of this Work Order. In accordance with Terms and Conditions of the Agreement referenced above, this Work Order/Purchase Order is assigned to: Q.Grady Minor& Associates, P.A. Scope a Work: As detailed in the attached proposal and the following: * Task 1 Engineering Survey * Task 1-1 Architectural Coordination * Task Ill Civil Base Plan Design * Task IV Coastal Construction Control Line Permitting * Task V Collier County SDPIC Permitting * Task VI Bidding * Task VU Pre-Construction, Construction and Permit Closeout Assistance Schedule of Work: Complete work within 365 days from the date of the Notice to Proceed which is accompanying this Work Order. The Consultant agrees that any Work Order that extends beyond the expiration date of Agreement 413-6164 will survive and remain subject to the terms and conditions of that Agreement until the completion or termination of this Work Order. Compensation: In accordance with the Agreement referenced above, the County will compensate the Firm in accordance with following method(s): Negotiated Lump Sum (NES) Lump Sum Plus Reimbursable Costs (LS+RC) MTime & Material (T&M) (established hourly rate Schedule A) LI Cost Plus Fixed Fee(CPFF).as provided in the attached proposal. Task ! 5 2,587.00 LS Task 11 S 555.00 LS Task Ill S 3,198.00 1..S Task IV S 4,068.00 LS Task V S 6.792.00 LS Task VI S 2,275.00 T&M Task VII 5 7,180.00 T&M Reimbursables $ 400.00 With Back-Up TOTAL FEE S27,055.00 Page 1 of 2 August 22,2016 Consent Agenda 6-B(ii) 6 of 6 / / PREPARED BY: //t/.41 5 . • 5--- 41-/to Leandro N. Goicoechea. P.E., Pr jeet N anager Date Facilities Management Division c- REVIEWED BY: 51/4 31)4 Han 7 • s .1 ne', '.... Principal Project Manager Da Faciliti , n•,;ement Division APPROVED BY: a6/073I/C, Barry NN !hams. Director Date Parks& Recreation Division By the signature below, the Firm (including employees, officers and/or agents) certifies, and hereby discloses, that, to the best of their knowledge and belief, all relevant facts concerning past, present, or currently planned interest or activity (financial, contractual, organizational, or otherwise) which relates to the proposed work; and bear on whether the Firm has a potential conflict have been fully disclosed. Additionally. the Firm agrees to notify the Procurement Director, in writing within 48 hours of learning of any actual or potential conflict of interest that arises during the Work Order and/or project duration. ACCEPTED BY: Q Grady Minor& Associates, P.A. -3 2/; /t Mike Delate PE. Senior Vice President Date : Page 2 of 2 August 22,2016 Consent Agenda 6-C(i) 1 of 97 EXECUTIVE SUMMARY Recommendation to approve Tourist Development Grant Application Agreements for FY 17 Category B ($83,000) and Category C-2 ($411,176) Grants, authorize the Chairman to sign the agreements,and make a finding that this action promotes tourism. OBJECTIVE: Approve grant agreements for Tourist Development Tax Category B and C-2 grant applications for FY 17. CONSIDERATIONS: Tourism Grant Applications were made available on our County Tourism website in March and were due April 29, 2016. In accordance with the Grant Guidelines,the applications were reviewed by Tourism Division staff to verify they met the Grant Guidelines and then by the County Attorney's Office for legal sufficiency. Based on these reviews, Tourism staff made suggestions on the funding level for each applicant. The Tourist Development Council (TDC) then reviewed the grant applications on May 23, 2016 and recommended that the Board of County Commissioners approves the grant funding as follows: Category"B"-Marketing& Events Grants Naples, Marco Region of Antique Automobile Club of America, Inc. (AACA) — Recommended Funding of$13,000 This 501 c (4)organization applied last year and was awarded a$10,000 grant. The organization reported 232 entries for their March 19, 2016 event at Lorenzo Walker Technical College. The event attracted approximately 4,000 visitors and generated 400 room nights. Their request is for$13,000 in promotional assistance with the AACA Antique Auto Show at Naples Depot to be held on March 18, 2017. Funding will be used for national and Florida specific advertising in antique auto magazines and websites. The organization is projecting 1100 overnight visitors, 1,000 hotel room nights for the 2017 event. They have not projected TDT revenue or visitor spending in their application. The TDC and staff recommend funding for FY 17 at$13,000 for the event in 2017. Betterment Association of the Everglades Area,Inc.—Recommended Funding of$25,000 The association is the organizer of the annual Everglades City Seafood Festival. They applied for and were awarded a grant in 2015 for $25,000. In 2015, the event attracted in excess of 47,621 visitors and generated approximately 275 hotel room nights. The association is requesting advertising assistance for the 2017 festival. They have other event expenditures such as souvenir beverage cups and local signage that we are not able to reimburse pursuant to our grant guidelines.The TDC and staff recommend funding for the festival for FY 17 at$25,000. Kiwanis Club of Pelican Bay Naples,Inc.—Recommended Funding of$25,000 This is a first time request to assist in funding promotional efforts for the third annual Bacon Fest at Naples Airport. The two previous events have primarily attracted local attendees, with 3,000 visitors in 2014 and 5,000 visitors in 2015. The Kiwanis Club believes that with out of market advertising they can attract 200-300 overnight visitors for their November 2016 event. The TDC and staff recommend$25,000 for out of area advertising of the event for FY 17. Old Naples Waterfront Association,Inc.-Recommended Funding of$20,000 This application is to promote the annual Stone Crab Festival in Tin City to kick off the Stone Crab season in October. The Association has received grant funding in 2012 - $10,000, 2013 - $20,000 and 2014 - $20,000. The event will be promoted in regional advertising efforts with billboards, radio and August 22,2016 Consent Agenda 6-C(i) 2 of 97 social media. The organization projects 1,000 overnight visitors to their weekend festival. The planned promotional expenses meet the grant guidelines, and the TDC and staff recommend funding of$20,000 for the October 2016 festival which occurs in FY 17. Category C-2-Non County Owned/Operated Museums Artis-Naples,Inc.—Recommended Funding of$150,000 This application is for a shared event with Naples Botanical Garden. They are each applying for exhibit acquisition and promotional expenditures for an Origami in the Garden event that will run from October 2016 to May 2017 in both venues. Each organization has had past grants using Category C-2 funds. Origami is the art of paper designs and will be a unique event for our area. The expenditures requested meet the grant guidelines and the TDC and staff recommend funding for FY 17 at$150,000 for the Artis- Naples portion of the shared event expenses. Naples Botanical Garden,Inc.—Recommended Funding of$150,000 Please refer to the information above for Artis-Naples which is the sharing venue for this unique exhibit featuring the Art of Origami. The expenditures requested include exhibit acquisition and out of market promotional expenditures, they meet the grant guidelines and the TDC and staff recommend funding for FY 17 at$150,000 for this organization's portion of the shared event expenses. Golisano Children's Museum of Naples,Inc.—Recommended Funding of$111,176 C'mon is applying for a grant to acquire and to promote two traveling exhibits to the museum in 2016- 2017. One is called Klutz's Amazingly Immature, and the other will be Clifford, Curious George or Tinker Toys depending on availability. C'mon has received grants in 2006 - $125,000; 2008 - $150,000; 2009 - $75,000; 2010 - $100,000; 2014 - $100,000. The organization projects over 300 overnight visitors, 150 room nights. The promotional expenses for the traveling exhibits meet the grant guidelines and the TDC and staff recommend funding for FY 17 at$111,176. FISCAL IMPACT: Funding for Category B marketing grants in the amount of$83,000 (Fund 184)and for Category C-2 of$411,176(Fund 193)is included in the proposed FY 17 Tourism Division budget. ADVISORY BOARD RECOMMENDATION: The Tourist Development Council recommended approval of this item 8-0 at the May 23, 2016 meeting with a recommended finding that the expenditures promote tourism. LEGAL CONSIDERATIONS: This item has been approved as to form and legality and requires majority vote for approval.—CMG RECOMMENDATION: Recommendation to approve Tourism Development Grant Application Agreements for FY 17 Category B ($83,000) and Category C-2 ($411,176) Grants authorize the Chairman to sign the agreements, and make a finding that this action promotes tourism. SUBMITTED BY: Jack Wert,Tourism Division Director Attachments: Cat. B and Cat C-2 Grant Agreements August 22,2016 Consent Agenda 6-C(i) 3 of 97 2017 CATEGORY "B" TOURISM AGREEMENT BETWEEN COLLIER COUNTY AND NAPLES/MARCO REGION OF ANTIQUE AUTOMOBILE CLUB OF AMERICA, INC. THIS AGREEMENT is made and entered into this day of , 2016, by and between Naples/Marco Region of Antique Automobile Club of America Inc., a Florida not-for-profit corporation, hereinafter referred to as "GRANTEE" and Collier County, a political subdivision of the State of Florida, hereinafter referred to as"COUNTY." WHEREAS, the COUNTY has adopted a Tourist Development Plan (hereinafter referred to as "Plan") funded by proceeds from the Tourist Development Tax; and WHEREAS, the Collier County Tourism Ordinance provides that certain of the revenues generated by the Tourist Development Tax are to be allocated to promote and advertise tourism within the State of Florida, nationally and internationally which encourages tourism; and WHEREAS, GRANTEE has applied to the Tourist Development Council and the County to use Tourist Development Tax funds for out of County promotion of the 29`" Annual Antique Car Show at the Depot("The Project"); and WHEREAS, the Tourist Development Council has made a recommended finding to approve this funding request and that this expenditure promotes tourism; and WHEREAS, the Collier County Board of County Commissioners has approved the funding request of the GRANTEE, made a finding that this expenditure promotes tourism, and authorized the Chairman to execute this Agreement. August 22,2016 Consent Agenda 6-C(I) 4 of 97 NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY AGREED AS FOLLOWS: 1. SCOPE OF WORK: (a) In accordance with the authorized expenditures as set forth in the Budget, attached hereto as Exhibit "D," the GRANTEE shall expend the funds for the out-of-County promotion of The Project. 2. PAYMENT: (a) The amount to be paid under this Agreement shall be a total of Thirteen Thousand Dollars ($13,000). GRANTEE shall be paid in accordance with fiscal procedures of the County for the expenditures incurred as described in Paragraph One (1) herein upon submittal of a Request for Funds on the form attached hereto as Exhibit "B" and made a part hereof, and shall submit evidence that the vendor invoices have been paid and samples of the promotional materials produced by that vendor or media outlet to the Tourism Director or his designee, for review. Should these documents be unavailable, the GRANTEE may submit other legally viable evidence of payment subject to review and approval by the Clerk of the Court's Finance Department. (b) The Tourism Director or his designee shall determine that the invoice payments are authorized and that the goods or services covered by such invoice[s] have been provided or performed in accordance with such authorization. The budget attached as Exhibit "D" shall constitute authorization for the expenditure[s] described in the invoice[s]. (c) All expenditures shall be made in conformity with this Agreement. August 22,2016 Consent Agenda 6-C(i) 5 of 97 (d) The COUNTY shall not pay GRANTEE until the Clerk's Finance Department pre-audits all payment invoices in accordance with law. (e) GRANTEE shall be paid for its actual costs, not to exceed the maximum amount budgeted pursuant to the attached "Exhibit D." (1) Expenditures with print publications, broadcast, digital and social platforms should be placed in media that runs outside of Collier County (can also run in Collier County) will be reimbursed up to the percentage of circulation outside of Collier County. Distribution of promotional materials is encouraged outside of Collier County to promote overnight visitation, and will be reimbursed up to the percentage of distribution outside of Collier County. Distribution percentages for outside Collier County media and promotional materials will be based on the grantee's best information available. Invoices for prepayment or for deposit on services will not be eligible for reimbursement. (g) Services or product must be delivered and paid for by GRANTEE between the effective dates of this Agreement. (h) All requests for reimbursement must be received prior to September 30, 2017 to be eligible for payment. 3. ELIGIBLE EXPENDITURES: (a) Only eligible expenditures described in Paragraph One (1) will be paid by COUNTY. (b) COUNTY agrees to pay eligible expenditures incurred between October 1, 2016 and September 30, 2017. August 22, 2016 Consent Agenda 6-C(i) 6 of 97 (c) Any expenditures paid by COUNTY which are later deemed to be ineligible expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request to repay said funds. (d) COUNTY may request repayment of funds for a period of up to three (3) years after termination of this Agreement or any extension or renewal thereof. 4. REPORTING REQUIREMENTS: (a) GRANTEE shall provide to County a final status report on the form attached hereto as Exhibit"A"no later than October 15, 2017. (b) Each report shall identify the economic impact generated by the GRANTEE through the use of reports (Exhibit "A" — Final Status Report) which identify the amount spent, the duties performed, the services provided, and the goods delivered since the previous reporting period. (c) GRANTEE shall take reasonable measures to assure the continued satisfactory performance of all vendors and subcontractors. (d) COUNTY may withhold any payments for failure of GRANTEE to provide the final status report and until the County receives the final status report or other report acceptable to the Tourism Director. (e) GRANTEE shall request that visitors to the 29th Annual Antique Car Show at the Depot complete the visitor questionnaire attached to this Agreement as Exhibit"C." 5. INSURANCE: (a) GRANTEE shall submit a Certificate of Insurance naming the Collier County Board of County Commissioners and the Tourist Development Council as additional insureds. August 22, 2016 Consent Agenda 6-C(i) 7 of 97 (b) The certificate of insurance must be valid for the duration of this Agreement, and be issued by a company licensed in the State of Florida, and provide General Liability Insurance for no less than the following amounts: BODILY INJURY LIABILITY $300,000 each claim per person PROPERTY DAMAGE LIABILITY $300,000 each claim per person PERSONAL INJURY LIABILITY $300,000 each claim per person (c) The Certificate of Insurance must be delivered to the Tourism Director or his designee with copies of the Agreement executed by GRANTEE. The GRANTEE shall not commence promotional or advertising activities which are to be funded pursuant to this Agreement until the Certificate of Insurance has been received by the COUNTY and the Agreement is fully executed. 6. CHOICE OF VENDORS AND FAIR DEALING: (a) GRANTEE may select vendors or subcontractors to provide services as described in Paragraph One (1). (b) COUNTY shall not be responsible for paying vendors and shall not be involved in the selection of subcontractors or vendors. (c) GRANTEE agrees to disclose any financial or other relationship between GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related employees, agents, officers, directors and/or shareholders. (d) COUNTY may, in its discretion, object to the reasonableness of expenditures and require payment if invoices have been paid under this Agreement for unreasonable expenditures. The reasonableness of the expenditures shall be based on industry standards. August 22, 2016 Consent Agenda 6-C(i) 8 of 97 7. INDEMNIFICATION: GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized by the GRANTEE 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. 8. NOTICES: All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly served if mailed by registered or certified mail to the GRANTEE at the following address: Yvonne Rhoads, President Naples/Marco region of Antique Automobile Club of America, Inc. 28 W. Pelican St. Naples, FL 34113 All notices from the GRANTEE to the COUNTY shall be in writing and deemed duly served if mailed by registered or certified mail to the COUNTY to: Jack Wert, Tourism Director Collier County Tourism Department 2660 N. Horseshoe Drive Suite 105 Naples, Florida 34104 The GRANTEE and the COUNTY may change the above mailing address at any time upon giving the other party written notification pursuant to this Section. August 22,2016 Consent Agenda 6-C(i) 9 of 97 9. NO PARTNERSHIP: Nothing herein contained shall be construed as creating a partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the COUNTY. 10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all matters pertaining to this Agreement and shall provide all information and documentation requested by the COUNTY from time to time pertaining to the use of any funds provided hereunder. 11. TERMINATION: (a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause by giving thirty (30) days advance written notice of such termination specifying the effective date of termination. (b) If the COUNTY terminates this Agreement, the COUNTY will pay the GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with subcontractors and vendors, up to the effective date of the termination so long as such expenses are eligible. 12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and accurate accounting records. All revenue related to the Agreement must be recorded, and all expenditures must be incurred within the term of this Agreement. 13. AVAILABILITY OF FUNDS: This Agreement is subject to the availability of Tourist Development Tax revenues. If for any reason tourist tax funds are not available to fund all or part of this Agreement, the August 22, 2016 Consent Agenda 6-C(I) 10 of 97 COUNTY may upon written notice, at any time during the term of this Agreement, and at its sole discretion, reduce or eliminate funding under this Agreement. 14. AVAILABILITY OF RECORDS: GRANTEE shall maintain records, books, documents, papers and financial information pertaining to work performed under this Agreement for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized representatives, shall, until the expiration of three (3) years after final payment under this Agreement, have access to, and the right to examine and photocopy any pertinent books, documents, papers, and records of GRANTEE involving any transactions related to this Agreement. 15. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or transfer in whole or in part its interest in this 16. TERM: This Agreement shall become effective on October 1, 2016 and shall remain effective for one year until September 30, 2017. If the project is not completed within the term of this Agreement, all unreleased funds shall be retained by the COUNTY. Any extension of this Agreement beyond the one (1) year term in order to complete the Project must be at the express consent of the Collier County Board of County Commissioners. The GRANTEE must request any extension of this term in writing at least sixty(60) days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to this Agreement to extend the term for an additional ninety (90) days. The Amendment is subject to approval by the Board. August 22, 2016 Consent Agenda 6-C(i) 11 of 97 17. EVALUATION OF TOURISM IMPACT: GRANTEE shall monitor and evaluate the tourism impact of the Project, explaining how the tourism impact was evaluated, providing a written report (Exhibit"A"—Final Status Report) to the Tourism Director or his designee by October 15, 2017. 18. REQUIRED NOTATION: All collateral material and advertisements should identify Collier County Tourism by displaying the CVB logo and website url www.paradisecoast.com. 19. AMENDMENTS: This Agreement may only be amended by mutual written agreement of the parties, after review by the Collier County Tourist Development Council if warranted. August 22,2016 Consent Agenda 6-C(i) 12 of 97 IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an authorized person or agent, hereunder set their hands and seals on the date and year first above written. ATTEST: BOARD OF COUNTY COMMISSIONERS DWIGHT E. BROCK, Clerk COLLIER COUNTY, FLORIDA By: Donna Fiala, Chairman Approved as to form and legality: Colleen M. Greene Assistant County Attorney WITNESSES: GRANTEE: (I) NAPLES/MARCO REGION OF ANTIQUE AUTOMOBILE CLUB OF AMERICA, INC. Printed/Typed Name (2) BY: Printed/Typed Name Printed/Typed Name Printed/Typed Title August 22,2016 Consent Agenda 6-C(i) 13 of 97 EXHIBIT "A" Collier County Tourist Development Council Final Status Report (Due by Oct. 15, 2017) EVENT NAME: REPORT DATE: ORGANIZATION: CONTACT PERSON: TITLE: ADDRESS: PHONE: FAX: On an attached sheet, answer the following questions for each element in your scope of work. Final -These questions should be answered for your final status report. Was this a first time project? If not, how many times has this event taken place? What hotels/motels were utilized to support the project and how many? What is the total economic impact and revenue generated for this event? Total expenses. (Have all vendors been paid?) List the vendors that have been paid, if not, what invoices are still outstanding and why? What is the number of participants that visited the project? What is the percentage of the total participants from out of Collier County? What problems occurred if any during the project event? List any out-of-county- advertising, marketing, and/or public relations that was used to support the project and attach samples. How could the project been improved or expanded? August 22,2016 Consent Agenda 6-C(i) 14 of 97 EXHIBIT "B" REQUEST FOR FUNDS COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL EVENT NAME ORGANIZATION ADDRESS CONTACT PERSON TELEPHONE ( ) REQUEST PERIOD FROM TO REQUEST# ( )INTERIM REPORT ( ) FINAL REPORT TOTAL CONTRACT AMOUNT$ EXPENSE BUDGET REIMBURSEMENT REQUESTED TOTALS NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in your application. Reimbursement requests must include the following: evidence that the vendor invoices have been paid and samples of the promotional materials produced by that vendor or media outlet. If project budget has specific categories with set dollar limits, the Grantee is required to include a spreadsheet to show which category each invoice is being paid from and total of category before payment can be made to Grantee. Organizations receiving funding should take into consideration that it will take a maximum of 45 days for the County to process a check. Furnishing false information may constitute a violation of appli cable State and Federal laws. CERTIFICATION OF CHIEF OFFICIAL OR DESIGNEE: I certify that the above information is correct based on our official accounting system and records, consistently applied and maintained and that the cost shown have been made for the purpose of and in accordance with, the terms of the contract.The funds requested are for reimbursement of actual cost made during this time period. SIGNATURE TITLE August 22, 2016 Consent Agenda 6-C(i) 15 of 97 EXHIBIT "C" Naples Marco island Everglades PAOFP�t VISITOR QUESTIONNAIRE f]+�ST' Welcome to the Paradise Coast SM. Thank you for choosing this area for your visit. Please take a few minutes to complete the following questions so that we can better serve the needs of future visitors to Florida's Last Paradise SM. PLEASE REFER TO OUR PARADISE COAST BROCHURES FOR THE LOCATION OF ALL AREA ATTRACTIONS. NAME: ADDRESS: CITY ST ZIP DATE OF ARRIVAL: DATE OF DEPARTURE: WHERE ARE YOU HOTEL/RESORT FRIENDS/FAMILY CONDOMINIUM STAYING? NAME OF HOTEL AND CITY/AREA: NAME OF CONDOMINIUM/TIMESHARE: # OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAYING IN COLLIER COUNTY= HOW DID YOU SELECT THE HOTEL/CONDOMINIUM? INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT ( ) OTHER: NUMBER OF MEALS YOU & YOUR GROUP WILL EAT OUT: Number of people in your party = Number of days of your visit = Number of meals eaten out each day = PLANNED AREA ACTIVITIES: (Please circle all that apply) ARTS & CULTURE WATER SPORTS NATURE FAMILY von Liebig Art Center Beaches Everglades Tour ATTRACTIONS Artis Naples Naples Pier County Parks Naples Zoo Sugden Theatre Shelling National Park Naples Botanical Garden Naples Philharmonic Fishing State Parks Fun'n Sun Water Park Art Galleries Boating Corkscrew Swamp Swamp Buggy Race Other Kayaking Conservancy of SW Mini Golf Other FL County Museums Lake Trafford Other Other August 22,2016 Consent Agenda 6-C(i) 16 of 97 EXHIBIT "D" Naples/Marco Region of Antique Automobile Club of America, Inc. Project Budget Funding — Not to Exceed Out of Collier County area advertising and marketing related expenses to promote the Project $13,000 Total: $13,000 August 22, 2016 Consent Agenda 6-C(i) 17 of 97 2017 CATEGORY"B"TOURISM AGREEMENT BETWEEN COLLIER COUNTY AND BETTERMENT ASSOCIATION OF THE EVERGLADES AREA, INC. THIS AGREEMENT is made and entered into this day of , 2016, by and between Betterment Association of the Everglades Area, Inc., a Florida not-for-profit corporation, hereinafter referred to as "GRANTEE" and Collier County, a political subdivision of the State of Florida, hereinafter referred to as"COUNTY." WHEREAS, the COUNTY has adopted a Tourist Development Plan (hereinafter referred to as"Plan") funded by proceeds from the Tourist Development Tax; and WHEREAS, the Collier County Tourism Ordinance provides that certain of the revenues generated by the Tourist Development Tax are to be allocated to promote and advertise tourism within the State of Florida, nationally and internationally which encourages tourism; and WHEREAS, GRANTEE has applied to the Tourist Development Council and the County to use Tourist Development Tax funds for out of County promotion of the Everglades Seafood Festival ("The Project"); and WHEREAS, the Tourist Development Council has made a recommended finding to approve this funding request and that this expenditure promotes tourism; and WHEREAS, the Collier County Board of County Commissioners has approved the funding request of the GRANTEE, made a finding that this expenditure promotes tourism, and authorized the Chairman to execute this Agreement. NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY AGREED AS FOLLOWS: August 22,2016 Consent Agenda 6-C(i) 18 of 97 1. SCOPE OF WORK: (a) In accordance with the authorized expenditures as set forth in the Budget, attached hereto as Exhibit "D," the GRANTEE shall expend the funds for the out-of-County promotion of The Project. 2. PAYMENT: (a) The amount to be paid under this Agreement shall be a total of Twenty Five Thousand Dollars ($25,000). GRANTEE shall be paid in accordance with fiscal procedures of the County for the expenditures incurred as described in Paragraph One (1) herein upon submittal of a Request for Funds on the form attached hereto as Exhibit "B" and made a part hereof, and shall submit evidence that the vendor invoices have been paid and samples of the promotional materials produced by that vendor or media outlet to the Tourism Director or his designee, for review. Should these documents be unavailable, the GRANTEE may submit other legally viable evidence of payment subject to review and approval by the Clerk of the Court's Finance Department. (b) The Tourism Director or his designee shall determine that the invoice payments are authorized and that the goods or services covered by such invoice[s] have been provided or performed in accordance with such authorization. The budget attached as Exhibit "D" shall constitute authorization for the expenditure[s] described in the invoice[s]. (c) All expenditures shall be made in conformity with this Agreement. (d) The COUNTY shall not pay GRANTEE until the Clerk's Finance Department pre-audits all payment invoices in accordance with law. August 22, 2016 Consent Agenda 6-C(i) 19 of 97 (e) GRANTEE shall be paid for its actual costs, not to exceed the maximum amount budgeted pursuant to the attached "Exhibit D." (f) Expenditures with print publications, broadcast, digital and social platforms should be placed in media that runs outside of Collier County (can also run in Collier County) and will be reimbursed up to the percentage of circulation outside of Collier County. Distribution of promotional materials is encouraged outside of Collier County to promote overnight visitation, and will be reimbursed up to the percentage of distribution outside of Collier County. Distribution percentages for outside Collier County media and promotional materials will be based on the grantee's best information available. Invoices for prepayment or for deposit on services will not be eligible for reimbursement. (g) Services or product must be delivered and paid for by GRANTEE between the effective dates of this Agreement. (h) All requests for reimbursement must be received prior to September 30, 2017 to be eligible for payment. 3. ELIGIBLE EXPENDITURES: (a) Only eligible expenditures described in Paragraph One (1) will be paid by COUNTY. (b) COUNTY agrees to pay eligible expenditures incurred between October 1, 2016 and September 30, 2017. (c) Any expenditures paid by COUNTY which are later deemed to be ineligible expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request to repay said funds. August 22, 2016 Consent Agenda 6-C(i) 20 of 97 (d) COUNTY may request repayment of funds for a period of up to three (3) years after termination of this Agreement or any extension or renewal thereof. 4. REPORTING REQUIREMENTS: (a) GRANTEE shall provide to County a final status report on the form attached hereto as Exhibit"A"no later than October 15, 2017. (b) Each report shall identify the economic impact generated by the GRANTEE through the use of reports (Exhibit "A" — Final Status Report) which identify the amount spent, the duties performed, the services provided, and the goods delivered since the previous reporting period. (c) GRANTEE shall take reasonable measures to assure the continued satisfactory performance of all vendors and subcontractors. (d) COUNTY may withhold any payments for failure of GRANTEE to provide the final status report and until the County receives the final status report or other report acceptable to the Tourism Director. (e) GRANTEE shall request that visitors to the Everglades Seafood Festival complete the visitor questionnaire attached to this Agreement as Exhibit"C." 5. INSURANCE: (a) GRANTEE shall submit a Certificate of Insurance naming the Collier County Board of County Commissioners and the Tourist Development Council as additional insureds. (b) The certificate of insurance must be valid for the duration of this Agreement, and be issued by a company licensed in the State of Florida, and provide General Liability Insurance for no less than the following amounts: BODILY INJURY LIABILITY $300,000 each claim per person August 22,2016 Consent Agenda 6-C(i) 21 of 97 PROPERTY DAMAGE LIABILITY $300,000 each claim per person PERSONAL INJURY LIABILITY $300,000 each claim per person (c) The Certificate of Insurance must be delivered to the Tourism Director or his designee with copies of the Agreement executed by GRANTEE. The GRANTEE shall not commence promotional or advertising activities which are to be funded pursuant to this Agreement until the Certificate of Insurance has been received by the COUNTY and the Agreement is fully executed. 6. CHOICE OF VENDORS AND FAIR DEALING: (a) GRANTEE may select vendors or subcontractors to provide services as described in Paragraph One (1). (b) COUNTY shall not be responsible for paying vendors and shall not be involved in the selection of subcontractors or vendors. (c) GRANTEE agrees to disclose any financial or other relationship between GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related employees, agents, officers, directors and/or shareholders. (d) COUNTY may, in its discretion, object to the reasonableness of expenditures and require payment if invoices have been paid under this Agreement for unreasonable expenditures. The reasonableness of the expenditures shall be based on industry standards. 7. INDEMNIFICATION: GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized August 22,2016 Consent Agenda 6-C(i) 22 of 97 by the GRANTEE 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. 8. NOTICES: All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly served if mailed by registered or certified mail to the GRANTEE at the following address: Carol Foss, President Betterment Association of the Everglades Area, Inc. 305 Collier Ave. Everglades City, FL 34139 All notices from the GRANTEE to the COUNTY shall be in writing and deemed duly served if mailed by registered or certified mail to the COUNTY to: Jack Wert, Tourism Director Collier County Tourism Department 2660 N. Horseshoe Drive Suite 105 Naples, Florida 34104 The GRANTEE and the COUNTY may change the above mailing address at any time upon giving the other party written notification pursuant to this Section. 9. NO PARTNERSHIP: Nothing herein contained shall be construed as creating a partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the COUNTY. 10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all matters pertaining to this Agreement and shall provide all information and documentation requested by the COUNTY from time to time pertaining to the use of any funds provided hereunder. August 22,2016 Consent Agenda 6-C(i) 23 of 97 11. TERMINATION: (a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause by giving thirty(30) days advance written notice of such termination specifying the effective date of termination. (b) If the COUNTY terminates this Agreement, the COUNTY will pay the GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with subcontractors and vendors, up to the effective date of the termination so long as such expenses are eligible. 12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and accurate accounting records. All revenue related to the Agreement must be recorded, and all expenditures must be incurred within the term of this Agreement. 13. AVAILABILITY OF FUNDS: This Agreement is subject to the availability of Tourist Development Tax revenues. If for any reason tourist tax funds are not available to fund all or part of this Agreement, the COUNTY may upon written notice, at any time during the term of this Agreement, and at its sole discretion, reduce or eliminate funding under this Agreement. 14. AVAILABILITY OF RECORDS: GRANTEE shall maintain records, books, documents, papers and financial information pertaining to work performed under this Agreement for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized representatives, shall, until the expiration of three (3) years after final payment under this Agreement, have access to, and the right to August 22,2016 Consent Agenda 6-C(I) 24 of 97 examine and photocopy any pertinent books, documents, papers, and records of GRANTEE involving any transactions related to this Agreement. 15. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or transfer in whole or in part its interest in this Agreement without the prior written consent of the COUNTY. 16. TERM: This Agreement shall become effective on October 1, 2016 and shall remain effective for one year until September 30, 2017. If the project is not completed within the term of this Agreement, all unreleased funds shall be retained by the COUNTY. Any extension of this Agreement beyond the one (1) year term in order to complete the Project must be at the express consent of the Collier County Board of County Commissioners. The GRANTEE must request any extension of this term in writing at least sixty (60) days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to this Agreement to extend the term for an additional ninety (90) days. The Amendment is subject to approval by the Board. 17. EVALUATION OF TOURISM IMPACT: GRANTEE shall monitor and evaluate the tourism impact of the Project, explaining how the tourism impact was evaluated, providing a written report (Exhibit "A" —Final Status Report) to the Tourism Director or his designee by October 15, 2017. 18. REQUIRED NOTATION: All collateral material and advertisements should identify Collier County Tourism by displaying the CVB logo and website url www.paradisecoast.com. August 22,2016 Consent Agenda 6-C(i) 25 of 97 19. AMENDMENTS: This Agreement may only be amended by mutual written agreement of the parties, after review by the Collier County Tourist Development Council if warranted. ************************ IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an authorized person or agent, hereunder set their hands and seals on the date and year first above written. ATTEST: BOARD OF COUNTY COMMISSIONERS DWIGHT E. BROCK, Clerk COLLIER COUNTY, FLORIDA By: Donna Fiala, Chairman Approved as to form and legality: Colleen M. Greene Assistant County Attorney WITNESSES: GRANTEE: (1) BETTERMENT ASSOCIATION OF THE EVERGLADES AREA, INC. Printed/Typed Name (2) BY: Printed/Typed Name Printed/Typed Name&Title August 22, 2016 Consent Agenda 6-C(i) 26 of 97 EXHIBIT "A" Collier County Tourist Development Council Final Status Report (Due by Oct. 15, 2017) EVENT NAME: REPORT DATE: ORGANIZATION: CONTACT PERSON: TITLE: ADDRESS: PHONE: FAX: On an attached sheet, answer the following questions for each element in your scope of work. Final —These questions should be answered for your final status report. Was this a first time project? If not, how many times has this event taken place? What hotels/motels were utilized to support the project and how many? What is the total economic impact and revenue generated for this event? Total expenses. (Have all vendors been paid?) List the vendors that have been paid, if not, what invoices are still outstanding and why? What is the number of participants that visited the project? What is the percentage of the total participants from out of Collier County? What problems occurred if any during the project event? List any out-of-county- advertising, marketing, and/or public relations that was used to support the project and attach samples. How could the project been improved or expanded? August 22,2016 Consent Agenda 6-C(i) 27 of 97 EXHIBIT "B" REQUEST FOR FUNDS COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL EVENT NAME ORGANIZATION ADDRESS CONTACT PERSON TELEPHONE ( ) REQUEST PERIOD FROM TO REQUEST# ( )INTERIM REPORT ( ) FINAL REPORT TOTAL CONTRACT AMOUNT$ EXPENSE BUDGET REIMBURSEMENT REQUESTED TOTALS NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in your application. Reimbursement requests must include the following: evidence that the vendor invoices have been paid and samples of the promotional materials produced by that vendor or media outlet. If project budget has specific categories with set dollar limits, the Grantee is required to include a spreadsheet to show which category each invoice is being paid from and total of category before payment can be made to Grantee. Organizations receiving funding should take into consideration that it will take a maximum of 45 days for the County to process a check. Furnishing false information may constitute a violation of appli cable State and Federal laws. CERTIFICATION OF CHIEF OFFICIAL OR DESIGNEE: I certify that the above information is correct based on our official accounting system and records, consistently applied and maintained and that the cost shown have been made for the purpose of and in accordance with, the terms of the contract.The funds requested are for reimbursement of actual cost made during this time period. SIGNATURE TITLE August 22, 2016 Consent Agenda 6-C(i) 28 of 97 EXHIBIT "C" Naples Marco island Everglades VISITOR QUESTIONNAIRE pAhh(.ikh1C t,.ONbt Welcome to the Paradise Coast SM. Thank you for choosing this area for your visit. Please take a few minutes to complete the following questions so that we can better serve the needs of future visitors to Florida's Last Paradise SM. PLEASE REFER TO OUR PARADISE COAST BROCHURES FOR THE LOCATION OF ALL AREA ATTRACTIONS. NAME: ADDRESS: CITY ST ZIP DATE OF ARRIVAL: DATE OF DEPARTURE: WHERE ARE YOU HOTEL/RESORT FRIENDS/FAMILY CONDOMINIUM STAYING? NAME OF HOTEL AND CITY/AREA: NAME OF CONDOMINIUM/TIMESHARE: #OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAYING IN COLLIER COUNTY= HOW DID YOU SELECT THE HOTEL/CONDOMINIUM? INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT ( ) OTHER: NUMBER OF MEALS YOU & YOUR GROUP WILL EAT OUT: Number of people in your party = Number of days of your visit = Number of meals eaten out each day = PLANNED AREA ACTIVITIES: (Please circle all that apply) ARTS & CULTURE WATER SPORTS NATURE FAMILY von Liebig Art Center Beaches Everglades Tour ATTRACTIONS Artis Naples Naples Pier County Parks Naples Zoo Sugden Theatre Shelling National Park Naples Botanical Garden Naples Philharmonic Fishing State Parks Fun`n Sun Water Park Art Galleries Boating Corkscrew Swamp Swamp Buggy Race Other Kayaking Conservancy of SW Mini Golf Other FL County Museums Lake Trafford Other Other SHOPPING AND DINING SIGHTSEEING RELAXATION & Fifth Avenue South Lunch/Dinner Cruise/ ENTERTAINMENT Third Street South Sunset Cruise Golf Waterside Shops City Trolley Tour Spa Venetian Bay Everglades Tour Shelling Bayfront Segway Tour Seminole Casino Tin City Dolphin Cruise Lounges&Clubs Other Other Music Other August 22, 2016 Consent Agenda 6-C(i) 29 of 97 EXHIBIT "D" Betterment Association of the Everglades Area, Inc. Project Budget Funding — Not to Exceed Out of Collier County area advertising and marketing related expenses to promote the Project $25,000 Total: $25,000 August 22, 2016 Consent Agenda 6-C(i) 30 of 97 2017 CATEGORY "B" TOURISM AGREEMENT BETWEEN COLLIER COUNTY AND KIWANIS CLUB OF PELICAN BAY,NAPLES,INC. THIS AGREEMENT is made and entered into this day of , 2016, by and between Kiwanis Club of Pelican Bay, Naples, Inc., a Florida not-for-profit corporation, hereinafter referred to as "GRANTEE" and Collier County, a political subdivision of the State of Florida, hereinafter referred to as "COUNTY." WHEREAS, the COUNTY has adopted a Tourist Development Plan (hereinafter referred to as "Plan") funded by proceeds from the Tourist Development Tax; and WHEREAS, the Collier County Tourism Ordinance provides that certain of the revenues generated by the Tourist Development Tax are to be allocated to promote and advertise tourism within the State of Florida, nationally and internationally which encourages tourism; and WHEREAS, GRANTEE has applied to the Tourist Development Council and the County to use Tourist Development Tax funds for out of County promotion of BaconFest Naples ("The Project"); and WHEREAS, the Tourist Development Council has made a recommended finding to approve this funding request and that this expenditure promotes tourism; and WHEREAS, the Collier County Board of County Commissioners has approved the funding request of the GRANTEE, made a finding that this expenditure promotes tourism, and authorized the Chairman to execute this Agreement. NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY AGREED AS FOLLOWS: August 22, 2016 Consent Agenda 6-C(I) 31 of 97 1. SCOPE OF WORK: (a) In accordance with the authorized expenditures as set forth in the Budget, attached hereto as Exhibit "D," the GRANTEE shall expend the funds for the out-of-County promotion of The Project. 2. PAYMENT: (a) The amount to be paid under this Agreement shall be a total of Twenty Five Thousand Dollars ($25,000). GRANTEE shall be paid in accordance with fiscal procedures of the County for the expenditures incurred as described in Paragraph One (1) herein upon submittal of a Request for Funds on the form attached hereto as Exhibit "B" and made a part hereof, and shall submit evidence that the vendor invoices have been paid and samples of the promotional materials produced by that vendor or media outlet to the Tourism Director or his designee, for review. Should these documents be unavailable, the GRANTEE may submit other legally viable evidence of payment subject to review and approval by the Clerk of the Court's Finance Department. (b) The Tourism Director or his designee shall determine that the invoice payments are authorized and that the goods or services covered by such invoice[s] have been provided or performed in accordance with such authorization. The budget attached as Exhibit "D" shall constitute authorization for the expenditure[s] described in the invoice[s]. (c) All expenditures shall be made in conformity with this Agreement. (d) The COUNTY shall not pay GRANTEE until the Clerk's Finance Department pre-audits all payment invoices in accordance with law. (e) GRANTEE shall be paid for its actual costs, not to exceed the maximum amount budgeted pursuant to the attached "Exhibit D." August 22, 2016 Consent Agenda 6-C(i) 32 of 97 (f) Expenditures with print publications, broadcast, digital and social platforms should be placed in media that runs outside of Collier County (can also run in Collier County) and will be reimbursed up to the percentage of circulation outside of Collier County. Distribution of promotional materials is encouraged outside of Collier County to promote overnight visitation, and will be reimbursed up to the percentage of distribution outside of Collier County. Distribution percentages for outside Collier County media and promotional materials will be based on the grantee's best information available. Invoices for prepayment or for deposit on services will not be eligible for reimbursement. (g) Services or product must be delivered and paid for by GRANTEE between the effective dates of this Agreement. (h) All requests for reimbursement must be received prior to September 30, 2017 to be eligible for payment. 3. ELIGIBLE EXPENDITURES: (a) Only eligible expenditures described in Paragraph One (1) will be paid by COUNTY. (b) COUNTY agrees to pay eligible expenditures incurred between October 1, 2016 and September 30, 2017. (c) Any expenditures paid by COUNTY which are later deemed to be ineligible expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request to repay said funds. (d) COUNTY may request repayment of funds for a period of up to three (3) years after termination of this Agreement or any extension or renewal thereof. August 22, 2016 Consent Agenda 6-C(i) 33 of 97 4. REPORTING REQUIREMENTS: (a) GRANTEE shall provide to County a final status report on the form attached hereto as Exhibit"A" no later than October 15, 2017. (b) Each report shall identify the economic impact generated by the GRANTEE through the use of reports (Exhibit "A"— Final Status Report) which identify the amount spent, the duties performed, the services provided, and the goods delivered since the previous reporting period. (c) GRANTEE shall take reasonable measures to assure the continued satisfactory performance of all vendors and subcontractors. (d) COUNTY may withhold any payments for failure of GRANTEE to provide the final status report and until the County receives the final status report or other report acceptable to the Tourism Director. (e) GRANTEE shall request that visitors to the BaconFest Naples complete the visitor questionnaire attached to this Agreement as Exhibit"C". 5. INSURANCE: (a) GRANTEE shall submit a Certificate of Insurance naming the Collier County Board of County Commissioners and the Tourist Development Council as additional insureds. (b) The certificate of insurance must be valid for the duration of this Agreement, and be issued by a company licensed in the State of Florida, and provide General Liability Insurance for no less than the following amounts: BODILY INJURY LIABILITY $300,000 each claim per person PROPERTY DAMAGE LIABILITY $300,000 each claim per person PERSONAL INJURY LIABILITY $300,000 each claim per person August 22,2016 Consent Agenda 6-C(i) 34 of 97 (c) The Certificate of Insurance must be delivered to the Tourism Director or his designee with copies of the Agreement executed by GRANTEE. The GRANTEE shall not commence promotional or advertising activities which are to be funded pursuant to this Agreement until the Certificate of Insurance has been received by the COUNTY and the Agreement is fully executed. 6. CHOICE OF VENDORS AND FAIR DEALING: (a) GRANTEE may select vendors or subcontractors to provide services as described in Paragraph One(1). (b) COUNTY shall not be responsible for paying vendors and shall not be involved in the selection of subcontractors or vendors. (c) GRANTEE agrees to disclose any financial or other relationship between GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related employees, agents, officers, directors and/or shareholders. (d) COUNTY may, in its discretion, object to the reasonableness of expenditures and require payment if invoices have been paid under this Agreement for unreasonable expenditures. The reasonableness of the expenditures shall be based on industry standards. 7. INDEMNIFICATION: GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized by the GRANTEE in the performance of this Agreement. This indemnification obligation shall August 22,2016 Consent Agenda 6-C(I) 35 of 97 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. 8. NOTICES: All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly served if mailed by registered or certified mail to the GRANTEE at the following address: Alan Beckner, Chairman Kiwanis Club of Pelican Bay, Naples, Inc. 2065 Painted Palm Dr. Naples, FL 34119 All notices from the GRANTEE to the COUNTY shall be in writing and deemed duly served if mailed by registered or certified mail to the COUNTY to: Jack Wert, Tourism Director Collier County Tourism Department 2660 N. Horseshoe Drive Suite 105 Naples, Florida 34104 The GRANTEE and the COUNTY may change the above mailing address at any time upon giving the other party written notification pursuant to this Section. 9. NO PARTNERSHIP: Nothing herein contained shall be construed as creating a partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the COUNTY. 10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all matters pertaining to this Agreement and shall provide all information and documentation requested by the COUNTY from time to time pertaining to the use of any funds provided hereunder. August 22,2016 Consent Agenda 6-C(i) 36 of 97 11. TERMINATION: (a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause by giving thirty(30) days advance written notice of such termination specifying the effective date of termination. (b) If the COUNTY terminates this Agreement, the COUNTY will pay the GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with subcontractors and vendors, up to the effective date of the termination so long as such expenses are eligible. 12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and accurate accounting records. All revenue related to the Agreement must be recorded, and all expenditures must be incurred within the term of this Agreement. 13. AVAILABILITY OF FUNDS: This Agreement is subject to the availability of Tourist Development Tax revenues. If for any reason tourist tax funds are not available to fund all or part of this Agreement, the COUNTY may upon written notice, at any time during the term of this Agreement, and at its sole discretion, reduce or eliminate funding under this Agreement. 14. AVAILABILITY OF RECORDS: GRANTEE shall maintain records, books, documents, papers and financial information pertaining to work performed under this Agreement for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized representatives, shall, until the expiration of three (3) years after final payment under this Agreement, have access to, and the right to August 22,2016 Consent Agenda 6-C(i) 37 of 97 examine and photocopy any pertinent books, documents, papers, and records of GRANTEE involving any transactions related to this Agreement. 15. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or transfer in whole or in part its interest in this Agreement without the prior written consent of the COUNTY. 16. TERM: This Agreement shall become effective on October 1, 2016 and shall remain effective for one year until September 30, 2017. If the project is not completed within the term of this Agreement, all unreleased funds shall be retained by the COUNTY. Any extension of this Agreement beyond the one (1) year term in order to complete the Project must be at the express consent of the Collier County Board of County Commissioners. The GRANTEE must request any extension of this term in writing at least sixty (60) days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to this Agreement to extend the term for an additional ninety (90) days. The Amendment is subject to approval by the Board. 17. EVALUATION OF TOURISM IMPACT: GRANTEE shall monitor and evaluate the tourism impact of the Project, explaining how the tourism impact was evaluated, providing a written report (Exhibit "A"—Final Status Report) to the Tourism Director or his designee by October 15, 2017. 18. REQUIRED NOTATION: All collateral material and advertisements should identify Collier County Tourism by displaying the CVB logo and website url www.paradisecoast.com. 19. AMENDMENTS: August 22,2016 Consent Agenda 6-C(i) 38 of 97 This Agreement may only be amended by mutual written agreement of the parties, after review by the Collier County Tourist Development Council if warranted. IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an authorized person or agent, hereunder set their hands and seals on the date and year first above written. ATTEST: BOARD OF COUNTY COMMISSIONERS DWIGHT E. BROCK, Clerk COLLIER COUNTY, FLORIDA By: Donna Fiala, Chairman Approved as to form and legality: Colleen M. Greene Assistant County Attorney WITNESSES: GRANTEE: (I) KIWANIS CLUB OF PELICAN BAY, NAPLES, INC. Printed/Typed Name (2) BY: Printed/Typed Name Printed/Typed Name Printed/Typed Title August 22,2016 Consent Agenda 6-C(i) 39 of 97 EXHIBIT "A" Collier County Tourist Development Council Final Status Report (Due by Oct. 15, 2017) EVENT NAME: REPORT DATE: ORGANIZATION: CONTACT PERSON: TITLE: ADDRESS: PHONE: FAX: On an attached sheet, answer the following questions for each element in your scope of work. Final -These questions should be answered for your final status report. Was this a first time project? If not, how many times has this event taken place? What hotels/motels were utilized to support the project and how many? What is the total economic impact and revenue generated for this event? Total expenses. (Have all vendors been paid?) List the vendors that have been paid, if not, what invoices are still outstanding and why? What is the number of participants that visited the project? What is the percentage of the total participants from out of Collier County? What problems occurred if any during the project event? List any out-of-county- advertising, marketing, and/or public relations that was used to support the project and attach samples. How could the project been improved or expanded? August 22, 2016 Consent Agenda 6-C(I) 40 of 97 EXHIBIT "B" REQUEST FOR FUNDS COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL EVENT NAME ORGANIZATION ADDRESS CONTACT PERSON TELEPHONE( ) REQUEST PERIOD FROM TO REQUEST# ( ) INTERIM REPORT ( ) FINAL REPORT TOTAL CONTRACT AMOUNT$ EXPENSE BUDGET REIMBURSEMENT REQUESTED TOTALS NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in your application. Reimbursement requests must include the following: evidence that the vendor invoices have been paid and samples of the promotional materials produced by that vendor or media outlet. If project budget has specific categories with set dollar limits, the Grantee is required to include a spreadsheet to show which category each invoice is being paid from and total of category before payment can be made to Grantee. Organizations receiving funding should take into consideration that it will take a maximum of 45 days for the County to process a check. Furnishing false information may constitute a violation of appli cable State and Federal laws. CERTIFICATION OF CHIEF OFFICIAL OR DESIGNEE: I certify that the above information is correct based on our official accounting system and records, consistently applied and maintained and that the cost shown have been made for the purpose of and in accordance with, the terms of the contract.The funds requested are for reimbursement of actual cost made during this time period. SIGNATURE TITLE August 22,2016 Consent Agenda 6-C(i) 41 of 97 EXHIBIT "C" Naples Marco island Everglades VISITOR QUESTIONNAIRE Welcome to the Paradise Coast SM. Thank you for choosing this area for your visit. Please take a few minutes to complete the following questions so that we can better serve the needs of future visitors to Florida's Last Paradise SM. PLEASE REFER TO OUR PARADISE COAST BROCHURES FOR THE LOCATION OF ALL AREA ATTRACTIONS. NAME: ADDRESS: CITY ST ZIP DATE OF ARRIVAL: DATE OF DEPARTURE: WHERE ARE YOU HOTEL/RESORT FRIENDS/FAMILY CONDOMINIUM STAYING? NAME OF HOTEL AND CITY/AREA: NAME OF CONDOMINIUM/TIMESHARE: #OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAYING IN COLLIER COUNTY= HOW DID YOU SELECT THE HOTEL/CONDOMINIUM? INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT ( ) OTHER: NUMBER OF MEALS YOU & YOUR GROUP WILL EAT OUT: Number of people in your party = Number of days of your visit= Number of meals eaten out each day = PLANNED AREA ACTIVITIES: (Please circle all that apply) ARTS &CULTURE WATER SPORTS NATURE FAMILY von Liebig Art Center Beaches Everglades Tour ATTRACTIONS Artis Naples Naples Pier County Parks Naples Zoo Sugden Theatre Shelling National Park Naples Botanical Garden Naples Philharmonic Fishing State Parks Fun'n Sun Water Park Art Galleries Boating Corkscrew Swamp Swamp Buggy Race Other Kayaking Conservancy of SW Mini Golf Other FL County Museums Lake Trafford Other Other SHOPPING AND DINING SIGHTSEEING RELAXATION & Fifth Avenue South Lunch/Dinner Cruise/ ENTERTAINMENT Third Street South Sunset Cruise Golf Waterside Shops City Trolley Tour Spa Venetian Bay Everglades Tour Shelling Bayfront Segway Tour Seminole Casino Tin City Dolphin Cruise Lounges&Clubs Other Other Music Other August 22,2016 Consent Agenda 6-C(i) 42 of 97 EXHIBIT "D" Kiwanis Club of Pelican Bay, Inc. Project Budget Funding — Not to Exceed Out of Collier County area advertising and marketing related expenses to promote the Project $25,000 Total: $25,000 August 22,2016 Consent Agenda 6-C(i) 43 of 97 2017 CATEGORY "B" TOURISM AGREEMENT BETWEEN COLLIER COUNTY AND OLD NAPLES WATERFRONT ASSOCIATION INC. THIS AGREEMENT is made and entered into this day of , 2016, by and between Old Naples Waterfront Association, Inc., a Florida not-for-profit corporation, hereinafter referred to as "GRANTEE" and Collier County, a political subdivision of the State of Florida, hereinafter referred to as"COUNTY." WHEREAS, the COUNTY has adopted a Tourist Development Plan (hereinafter referred to as"Plan") funded by proceeds from the Tourist Development Tax; and WHEREAS, the Collier County Tourism Ordinance provides that certain of the revenues generated by the Tourist Development Tax are to be allocated to promote and advertise tourism within the State of Florida, nationally and internationally which encourages tourism; and WHEREAS, GRANTEE has applied to the Tourist Development Council and the County to use Tourist Development Tax funds for out of County promotion of the Stone Crab Festival; and WHEREAS, the Tourist Development Council has made a recommended finding to approve this funding request and that this expenditure promotes tourism; and WHEREAS, the Collier County Board of County Commissioners has approved the funding request of the GRANTEE, made a finding that this expenditure promotes tourism, and authorized the Chairman to execute this Agreement. NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY AGREED AS FOLLOWS: August 22,2016 Consent Agenda 6-C(i) 44 of 97 1. SCOPE OF WORK: (a) In accordance with the authorized expenditures as set forth in the Budget, attached hereto as Exhibit "D," the GRANTEE shall expend the funds for the out-of-County promotion of The Project. 2. PAYMENT: (a) The amount to be paid under this Agreement shall be a total of Twenty Thousand Dollars ($20,000). GRANTEE shall be paid in accordance with fiscal procedures of the County for the expenditures incurred as described in Paragraph One (1) herein upon submittal of a Request for Funds on the form attached hereto as Exhibit "B" and made a part hereof, and shall submit evidence that the vendor invoices have been paid and samples of the promotional materials produced by that vendor or media outlet to the Tourism Director or his designee, for review. Should these documents be unavailable, the GRANTEE may submit other legally viable evidence of payment subject to review and approval by the Clerk of the Court's Finance Department. (b) The Tourism Director or his designee shall determine that the invoice payments are authorized and that the goods or services covered by such invoice[s] have been provided or performed in accordance with such authorization. The budget attached as Exhibit "D" shall constitute authorization for the expenditures] described in the invoice[s]. (c) All expenditures shall be made in conformity with this Agreement. (d) The COUNTY shall not pay GRANTEE until the Clerk's Finance Department pre-audits all payment invoices in accordance with law. (e) GRANTEE shall be paid for its actual costs, not to exceed the maximum amount budgeted pursuant to the attached "Exhibit D." August 22,2016 Consent Agenda 6-C(i) 45 of 97 (f) Expenditures with print publications, broadcast, digital and social platforms should be placed in media that runs outside of Collier County (can also run in Collier County) and will be reimbursed up to the percentage of circulation outside of Collier County. Distribution of promotional materials is encouraged outside of Collier County to promote overnight visitation, and will be reimbursed up to the percentage of distribution outside of Collier County. Distribution percentages for outside Collier County media and promotional materials will be based on the grantee's best information available. Invoices for prepayment or for deposit on services will not be eligible for reimbursement. (g) Services or product must be delivered and paid for by GRANTEE between the effective dates of this Agreement. (h) All requests for reimbursement must be received prior to September 30, 2017 to be eligible for payment. 3. ELIGIBLE EXPENDITURES: (a) Only eligible expenditures described in Paragraph One (1) will be paid by COUNTY. (b) COUNTY agrees to pay eligible expenditures incurred between October 1, 2016 and September 30, 2017. (c) Any expenditures paid by COUNTY which are later deemed to be ineligible expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request to repay said funds. (d) COUNTY may request repayment of funds for a period of up to three (3) years after termination of this Agreement or any extension or renewal thereof. August 22,2016 Consent Agenda 6-C(i) 46 of 97 4. REPORTING REQUIREMENTS: (a) GRANTEE shall provide to County a final status report on the form attached hereto as Exhibit"A" no later than October 15, 2017. (b) Each report shall identify the economic impact generated by the GRANTEE through the use of reports (Exhibit "A" — Final Status Report) which identify the amount spent, the duties performed, the services provided, and the goods delivered since the previous reporting period. (c) GRANTEE shall take reasonable measures to assure the continued satisfactory performance of all vendors and subcontractors. (d) COUNTY may withhold any payments for failure of GRANTEE to provide the final status report and until the County receives the final status report or other report acceptable to the Tourism Director. (e) GRANTEE shall request that visitors to the Stone Crab Festival complete the visitor questionnaire attached to this Agreement as Exhibit"C". 5. INSURANCE: (a) GRANTEE shall submit a Certificate of Insurance naming the Collier County Board of County Commissioners and the Tourist Development Council as additional insureds. (b) The certificate of insurance must be valid for the duration of Agreement, and be issued by a company licensed in the State of Florida, and provide General Liability Insurance for no less than the following amounts: BODILY INJURY LIABILITY $300,000 each claim per person PROPERTY DAMAGE LIABILITY $300,000 each claim per person PERSONAL INJURY LIABILITY $300,000 each claim per person August 22,2016 Consent Agenda 6-C(i) 47 of 97 (c) The Certificate of Insurance must be delivered to the Tourism Director or his designee with copies of the Agreement executed by GRANTEE. The GRANTEE shall not commence promotional or advertising activities which are to be funded pursuant to this Agreement until the Certificate of Insurance has been received by the COUNTY and the Agreement is fully executed. 6. CHOICE OF VENDORS AND FAIR DEALING: (a) GRANTEE may select vendors or subcontractors to provide services as described in Paragraph One (1). (b) COUNTY shall not be responsible for paying vendors and shall not be involved in the selection of subcontractors or vendors. (c) GRANTEE agrees to disclose any financial or other relationship between GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related employees, agents, officers, directors and/or shareholders. (d) COUNTY may, in its discretion, object to the reasonableness of expenditures and require payment if invoices have been paid under this Agreement for unreasonable expenditures. The reasonableness of the expenditures shall be based on industry standards. 7. INDEMNIFICATION: GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized by the GRANTEE in the performance of this Agreement. This indemnification obligation shall August 22,2016 Consent Agenda 6-C(i) 48 of 97 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. 8. NOTICES: All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly served if mailed by registered or certified mail to the GRANTEE at the following address: Jason Camp, President Old Naples Waterfront Association, Inc. 465 Bayfront Place Naples, FL 34102 All notices from the GRANTEE to the COUNTY shall be in writing and deemed duly served if mailed by registered or certified mail to the COUNTY to: Jack Wert, Tourism Director Collier County Tourism Department 2660 N. Horseshoe Drive Suite 105 Naples, Florida 34104 The GRANTEE and the COUNTY may change the above mailing address at any time upon giving the other party written notification pursuant to this Section. 9. NO PARTNERSHIP: Nothing herein contained shall be construed as creating a partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the COUNTY. 10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all matters pertaining to this Agreement and shall provide all information and documentation requested by the COUNTY from time to time pertaining to the use of any funds provided hereunder. August 22, 2016 Consent Agenda 6-C(i) 49 of 97 11. TERMINATION: (a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause by giving thirty(30) days advance written notice of such termination specifying the effective date of termination. (b) If the COUNTY terminates this Agreement, the COUNTY will pay the GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with subcontractors and vendors, up to the effective date of the termination so long as such expenses are eligible. 12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and accurate accounting records. All revenue related to the Agreement must be recorded, and all expenditures must be incurred within the term of this Agreement. 13. AVAILABILITY OF FUNDS: This Agreement is subject to the availability of Tourist Development Tax revenues. If for any reason tourist tax funds are not available to fund all or part of this Agreement, the COUNTY may upon written notice, at any time during the term of this Agreement, and at its sole discretion, reduce or eliminate funding under this Agreement. 14. AVAILABILITY OF RECORDS: GRANTEE shall maintain records, books, documents, papers and financial information pertaining to work performed under this Agreement for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized representatives, shall, until the expiration of three (3) years after final payment under this Agreement, have access to, and the right to August 22,2016 Consent Agenda 6-C(i) 50 of 97 examine and photocopy any pertinent books, documents, papers, and records of GRANTEE involving any transactions related to this Agreement. 15. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or transfer in whole or in part its interest in this Agreement without the prior written consent of the COUNTY. 16. TERM: This Agreement shall become effective on October 1, 2016 and shall remain effective for one year until September 30, 2017. If the project is not completed within the term of this Agreement, all unreleased funds shall be retained by the COUNTY. Any extension of this Agreement beyond the one (1) year term in order to complete the Project must be at the express consent of the Collier County Board of County Commissioners. The GRANTEE must request any extension of this term in writing at least sixty(60) days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to this Agreement to extend the term for an additional ninety (90) days. The Amendment is subject to approval by the Board. 17. EVALUATION OF TOURISM IMPACT: GRANTEE shall monitor and evaluate the tourism impact of the Project, explaining how the tourism impact was evaluated, providing a written report (Exhibit"A"— Final Status Report) to the Tourism Director or his designee by October 15, 2017. 18. REQUIRED NOTATION: All collateral material and advertisements should identify Collier County Tourism by displaying the CVB logo and website url www.paradisecoast.com. August 22, 2016 Consent Agenda 6-C(i) 51 of 97 19. AMENDMENTS: This Agreement may only be amended by mutual written agreement of the parties, after review by the Collier County Tourist Development Council if warranted. * * * IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an authorized person or agent, hereunder set their hands and seals on the date and year first above written. ATTEST: BOARD OF COUNTY COMMISSIONERS DWIGHT E. BROCK, Clerk COLLIER COUNTY, FLORIDA By: Donna Fiala, Chairman Approved as to form and legality: Colleen M. Greene Assistant County Attorney WITNESSES: GRANTEE: (1) OLD NAPLES WATERFRONT ASSOCIATION, INC. Printed/Typed Name (2) BY: Printed/Typed Name Printed/Typed Name &Title August 22,2016 Consent Agenda 6-C(i) 52 of 97 EXHIBIT "A" Collier County Tourist Development Council Final Status Report (Due by Oct. 15, 2017) EVENT NAME: REPORT DATE: ORGANIZATION: CONTACT PERSON: TITLE: ADDRESS: PHONE: FAX: On an attached sheet, answer the following questions for each element in your scope of work. Final -These questions should be answered for your final status report. Was this a first time project? If not, how many times has this event taken place? What hotels/motels were utilized to support the project and how many? What is the total economic impact and revenue generated for this event? Total expenses. (Have all vendors been paid?) List the vendors that have been paid, if not, what invoices are still outstanding and why? What is the number of participants that visited the project? What is the percentage of the total participants from out of Collier County? What problems occurred if any during the project event? List any out-of-county- advertising, marketing, and/or public relations that was used to support the project and attach samples. How could the project been improved or expanded? August 22,2016 Consent Agenda 6-C(i) 53 of 97 EXHIBIT "B" REQUEST FOR FUNDS COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL EVENT NAME ORGANIZATION ADDRESS CONTACT PERSON TELEPHONE ( ) REQUEST PERIOD FROM TO REQUEST# ( ) INTERIM REPORT ( ) FINAL REPORT TOTAL CONTRACT AMOUNT$ EXPENSE BUDGET REIMBURSEMENT REQUESTED TOTALS NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in your application. Reimbursement requests must include the following: evidence that the vendor invoices have been paid and samples of the promotional materials produced by that vendor or media outlet. If project budget has specific categories with set dollar limits, the Grantee is required to include a spreadsheet to show which category each invoice is being paid from and total of category before payment can be made to Grantee. Organizations receiving funding should take into consideration that it will take a maximum of 45 days for the County to process a check. Furnishing false information may constitute a violation of appli cable State and Federal laws. CERTIFICATION OF CHIEF OFFICIAL OR DESIGNEE: I certify that the above information is correct based on our official accounting system and records, consistently applied and maintained and that the cost shown have been made for the purpose of and in accordance with, the terms of the contract.The funds requested are for reimbursement of actual cost made during this time period. SIGNATURE TITLE August 22, 2016 Consent Agenda 6-C(i) 54 of 97 EXHIBIT "C" Naples Marco Island Everglades VISITOR QUESTIONNAIRE Welcome to the Paradise Coast SM. Thank you for choosing this area for your visit. Please take a few minutes to complete the following questions so that we can better serve the needs of future visitors to Florida's Last Paradise SM. PLEASE REFER TO OUR PARADISE COAST BROCHURES FOR THE LOCATION OF ALL AREA ATTRACTIONS. NAME: ADDRESS: CITY ST ZIP DATE OF ARRIVAL: DATE OF DEPARTURE: WHERE ARE YOU HOTEL/RESORT FRIENDS/FAMILY CONDOMINIUM STAYING? NAME OF HOTEL AND CITY/AREA: NAME OF CONDOMINIUM/TIMESHARE: # OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAYING IN COLLIER COUNTY= HOW DID YOU SELECT THE HOTEL/CONDOMINIUM? INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT ( ) OTHER: NUMBER OF MEALS YOU &YOUR GROUP WILL EAT OUT: Number of people in your party = Number of days of your visit= Number of meals eaten out each day = PLANNED AREA ACTIVITIES: (Please circle all that apply) ARTS &CULTURE WATER SPORTS NATURE FAMILY von Liebig Art Center Beaches Everglades Tour ATTRACTIONS Adis Naples Naples Pier County Parks Naples Zoo Sugden Theatre Shelling National Park Naples Botanical Garden Naples Philharmonic Fishing State Parks Fun 'n Sun Water Park Art Galleries Boating Corkscrew Swamp Swamp Buggy Race Other Kayaking Conservancy of SW Mini Golf Other FL County Museums Lake Trafford Other Other SHOPPING AND DINING SIGHTSEEING RELAXATION & Fifth Avenue South Lunch/Dinner Cruise/ ENTERTAINMENT Third Street South Sunset Cruise Golf Waterside Shops City Trolley Tour Spa Venetian Bay Everglades Tour Shelling Bayfront Segway Tour Seminole Casino Tin City Dolphin Cruise Lounges&Clubs Other Other Music Other August 22, 2016 Consent Agenda 6-C(i) 55 of 97 EXHIBIT "D" Old Naples Waterfront Association, Inc. Project Budget Funding — Not to Exceed Out of Collier County area advertising and marketing related expenses to promote the Project $20,000 Total: $20,000 August 22, 2016 Consent Agenda 6-C(i) 56 of 97 2017 CATEGORY "C-2"TOURISM AGREEMENT BETWEEN COLLIER COUNTY AND ARTIS-NAPLES,INC. THIS AGREEMENT is made and entered into this day of , 2016, by and between Artis-Naples, Inc., a Florida not-for-profit corporation, hereinafter referred to as "GRANTEE" and Collier County, a political subdivision of the State of Florida,hereinafter referred to as"COUNTY." WHEREAS,the COUNTY has adopted a Tourist Development Plan(hereinafter referred to as"Plan")funded by proceeds from the Tourist Development Tax; and WHEREAS, the Collier County Tourism Ordinance provides that certain of the revenues generated by the Tourist Development Tax are to be allocated to acquire, construct, extend, enlarge, remodel, repair, improve, maintain, operate or promote museums owned and operated by not-for-profit organizations and open to the public; and WHEREAS, GRANTEE has applied to the Tourist Development Council and the County to use Tourist Development Tax funds for GRANTEE'S marketing expenses to promote exhibits and festivals using out-of-market advertising to attract overnight visitors to Collier County; and WHEREAS, the Tourist Development Council has recommended funding for GRANTEE'S out-of-market advertising expenditures for the promotion of events to attract visitors and has made a recommended finding that this expenditure promotes tourism; and WHEREAS, the Board of County Commissioners ("Board") has made a finding that GRANTEE qualifies as a museum and that the Project expenditure promotes tourism; and WHEREAS, the Collier County Board of County Commissioners has approved the funding request of the GRANTEE and the Chairman was authorized to execute the Tourism Agreement. [04-CMG-00002/1272495/11 1 August 22,2016 Consent Agenda 6-C(i) 57 of 97 NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY AGREED AS FOLLOWS: 1. SCOPE OF WORK: (a) In accordance with the authorized expenditures as set forth in the Budget, attached hereto as Exhibit "D," the GRANTEE shall expend the funds for the promotion of GRANTEE'S marketing of Origami in the Garden(hereinafter"the Project"). 2. PAYMENT: (a) The amount to be paid under this Agreement shall be a total of One Hundred Fifty Thousand Dollars ($150,000). GRANTEE shall be paid in accordance with the fiscal procedures of the County for the expenditures incurred as described in Paragraph One (1) herein upon submittal of a Request for Funds on the form attached hereto as Exhibit "B" and made a part hereof, and shall submit evidence that the vendor invoices have been paid and samples of the promotional materials produced by that vendor or media outlet to the Tourism Director, or his designee, for review. Should these documents be unavailable, the GRANTEE may submit other legally viable evidence of payment subject to review and approval by the Clerk's Finance Department. (b) The Tourism Director, or his designee, shall determine that the invoice payments are authorized and that the goods or services covered by such invoice[s] have been provided or performed in accordance with such authorization. The budget attached as Exhibit "D" shall constitute authorization for the expenditure Es] described in the invoice[s]. (c) All expenditures shall be made in conformity with this Agreement. [04-CMG-00002/1272495/1] 2 August 22,2016 Consent Agenda 6-C(i) 58 of 97 I (d) The COUNTY shall not pay GRANTEE until the Clerk's Finance Department pre-audits all payment invoices in accordance with law. (e) GRANTEE shall be paid for its actual costs, not to exceed the maximum amount budgeted pursuant to the attached"Exhibit D." (f) Expenditures with print publications, broadcast, digital and social platforms should be placed in media that run outside Collier County (can also run in Collier County) and will be reimbursed up to the percentage of circulation or listenership outside of Collier County. Distribution of promotional materials is encouraged outside of Collier County to promote overnight visitation, and will be reimbursed up to the percentage of distribution outside of Collier County. Distribution percentages for outside of Collier County media and promotional materials will be based on the grantee's best information available. (g) Invoices for prepayment or for deposit on services will not be eligible for reimbursement. (h) Services or product must be delivered and paid for by GRANTEE between the effective dates of this Agreement. (i) All requests for reimbursement must be received by September 30, 2017 to be eligible for payment. 3. ELIGIBLE EXPENDITURES: (a) Only eligible expenditures described in Paragraph One (1) will be paid by COUNTY. (b) COUNTY agrees to pay eligible expenditures incurred between October 1, 2016 and September 30, 2017. [04-CMG-00002/1272495/1] 3 August 22,2016 Consent Agenda 6-C(i) 59 of 97 (c) Any expenditures paid by COUNTY which are later deemed to be ineligible expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request to repay said funds. (d) COUNTY may request repayment of funds for a period of up to three (3) years after termination of this Agreement or any extension or renewal thereof. 4. INSURANCE: (a) GRANTEE shall submit a Certificate of Insurance naming the Collier County Board of County Commissioners and the Tourist Development Council as additional insureds. (b) The certificate of insurance must be valid for the duration of this Agreement, and be issued by a company licensed in the State of Florida, and provide General Liability Insurance for no less than the following amounts: BODILY INJURY LIABILITY$300,000 each claim per person PROPERTY DAMAGE LIABILITY $300,000 each claim per person PERSONAL INJURY LIABILITY$300,000 each claim per person WORKER'S COMPENSATION AND EMPLOYER'S LIABILITY—Statutory (c) The Certificate of Insurance must be delivered to the Tourism Director or his designee with copies of the Agreement executed by GRANTEE. The GRANTEE shall not commence promotional or advertising activities which are to be funded pursuant to this Agreement until the Certificate of Insurance has been received by the COUNTY and the Agreement is fully executed. 5. REPORTING REQUIREMENTS: (a) GRANTEE shall provide to County a final status report on the form attached hereto as Exhibit"A"no later than October 15,2017. [04-CMG-00002/1272495/1] 4 August 22,2016 Consent Agenda 6-C(i) 60 of 97 (b) Each report shall identify the economic impact generated by the GRANTEE through the use of reports (Exhibit "A" — Final Status Report) which identify the amount spent, the duties performed, the services provided, and the goods delivered since the previous reporting period. (c) GRANTEE shall take reasonable measures to assure the continued satisfactory performance of all vendors and subcontractors. (d) COUNTY may withhold any payments for failure of GRANTEE to provide the final status report and until the County receives the final status report or other report acceptable to the Tourism Director. (e) GRANTEE shall request that visitors to Artis-Naples complete the visitor questionnaire attached to this Agreement as Exhibit"C." 6. CHOICE OF VENDORS AND FAIR DEALING: (a) GRANTEE may select vendors or subcontractors to provide services as described in Paragraph One(1). (b) COUNTY shall not be responsible for paying vendors and shall not be involved in the selection of subcontractors or vendors. (c) GRANTEE agrees to disclose any financial or other relationship between GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related employees, agents,officers,directors and/or shareholders. (d) COUNTY may, in its discretion, object to the reasonableness of expenditures and require payment if invoices have been paid under this Agreement for unreasonable expenditures. The reasonableness of the expenditures shall be based on industry standards. 7. INDEMNIFICATION: [04-CMG-00002/1272495/1] 5 Oda August 22,2016 Consent Agenda 6-C(i) 61 of 97 GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized by the GRANTEE 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. 8. NOTICES: All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly served if mailed by registered or certified mail to the GRANTEE at the following address: Kathleen van Bergen, CEO and President Artis-Naples, Inc. 5833 Pelican Bay Blvd. Naples, Florida 34108 All notices from the GRANTEE to the COUNTY shall be in writing and deemed duly served if mailed by registered or certified mail to the COUNTY to: Jack Wert,Tourism Director Collier County Tourism Department 2660 N. Horseshoe Drive Suite 105 Naples,Florida 34104 The GRANTEE and the COUNTY may change the above mailing address at any time upon giving the other party written notification pursuant to this Section. 9. PARTNERSHIP: [04-CMG-00002/1272495/1] 6 August 22,2016 Consent Agenda 6-C(i) 62 of 97 Nothing herein contained shall be construed as creating a partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the COUNTY. 10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all matters pertaining to this Agreement and shall provide all information and documentation requested by the COUNTY from time to time pertaining to the use of any funds provided hereunder. 11. TERMINATION: (a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause by giving thirty (30) days advance written notice of such termination specifying the effective date of termination. (b) If the COUNTY terminates this Agreement, the COUNTY will pay the GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with subcontractors and vendors,up to the effective date of the termination so long as such expenses are eligible. 12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and accurate accounting records. All revenue related to the Agreement must be recorded, and all expenditures must be incurred within the term of this Agreement. 13. AVAILABILITY OF FUNDS: This Agreement is subject to the availability of Tourist Development Tax revenues. If for any reason tourist tax funds are not available to fund all or part of this Agreement, the [04-CMG-00002/1272495/1] 7 August 22,2016 Consent Agenda 6-C(i) 63 of 97 COUNTY may upon written notice, at any time during the term of this Agreement, and at its sole discretion,reduce or eliminate funding under this agreement. 14. AVAILABILITY OF RECORDS: GRANTEE shall maintain records, books, documents, papers and financial information pertaining to work performed under this Agreement for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized representatives, shall, until the expiration of three (3) years after final payment under this Agreement, have access to, and the right to examine and photocopy any pertinent books, documents, papers, and records of GRANTEE involving any transactions related to this Agreement. 15. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or transfer in whole or in part its interest in this Agreement without the prior written consent of the COUNTY. 16. TERM: This Agreement shall become effective on October 1, 2016 and shall remain effective for one year until September 30, 2017. If the project is not completed within the term of this Agreement, all unreleased funds shall be retained by the COUNTY. Any extension of this Agreement beyond the one (1) year term in order to complete the Project must be at the express consent of the Collier County Board of County Commissioners. The GRANTEE must request any extension of this term in writing at least sixty (60)days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to this Agreement to extend the term for an additional ninety (90) days. Amendments shall be in writing and approved by the Board of County Commissioners. 17. EVALUATION OF TOURISM IMPACT: [04-CMG-00002/1272495/1] 8 August 22, 2016 Consent Agenda 6-C(I) 64 of 97 GRANTEE shall monitor and evaluate the tourism impact of the Project, explaining how the tourism impact was evaluated, providing a written report(Exhibit"A"—Final Status Report)to the Tourism Director or his designee,by October 15, 2017. 18. REQUIRED NOTATION: All collateral material and advertisements should identify Collier County tourism by displaying the CVB logo and website URL www.paradisecoast.com to qualify for reimbursement. 19. AMENDMENTS: This Agreement may only be amended by mutual written agreement of the parties, after review by the Collier County Tourist Development Council if warranted. IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an authorized person or agent, hereunder set their hands and seals on the date and year first above written. ATTEST: BOARD OF COUNTY COMMISSIONERS DWIGHT E. BROCK, Clerk COLLIER COUNTY,FLORIDA By: Donna Fiala,Chairman proved as to form and legality: lleen M. Greene Assistant County Attorney [04-CMG-00002/1272495/1] 9 Odd August 22,2016 Consent Agenda 6-C(i) 65 of 97 WITNESSES: GRANTEE: (1) ARTIS-NAPLES, INC. Printed/Typed Name (2) BY: Printed/Typed Name Printed/Typed Name &Title [04-CMG-00002/1272495/1] 10 S August 22,2016 Consent Agenda 6-C(i) 66 of 97 EXHIBIT "A" Collier County Tourist Development Council Final Status Report (Due by Oct. 15, 2017) EVENT NAME: REPORT DATE: ORGANIZATION: CONTACT PERSON:_TITLE: ADDRESS: PHONE: FAX: On an attached sheet, answer the following questions for each element in your scope of work. Final—These questions should be answered for your final status report. Was this a first time project? If not, how many times has this event taken place? What hotels/motels were utilized to support the project and how many? What is the total direct economic impact and revenue generated from this event? Total expenses. (Have all vendors been paid?) List the vendors that have been paid, if not,what invoices are still outstanding and why? What is the number of participants that visited the project? What is the percentage of the total participants from out of Collier County? What problems occurred if any during the project event? List any out-of-county- advertising, marketing, and/or public relations that was used to support the project and attach samples. How could the project been improved or expanded? [04-CMG-00002/1272495/1] 11 August 22,2016 Consent Agenda 6-C(I) 67 of 97 EXHIBIT"B" REQUEST FOR FUNDS COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL EVENT NAME ORGANIZATION ADDRESS CONTACT PERSON TELEPHONE( ) REQUEST PERIOD FROM TO REQUEST# ( )INTERIM REPORT ( )FINAL REPORT TOTAL CONTRACT AMOUNT$ EXPENSE BUDGET REIMBURSEMENT REQUESTED TOTALS NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in your application. Reimbursement requests must include the following: evidence that the vendor invoices have been paid and samples of the promotional materials produced by that vendor or media outlet. If project budget has specific categories with set dollar limits,the Grantee is required to include a spreadsheet to show which category each invoice is being paid from and total of category before payment can be made to Grantee. Organizations receiving funding should take into consideration that it will take a maximum of 45 days for the County to process a check. Furnishing false information may constitute a violation of applicable State and Federal laws. CERTIFICATION OF CHIEF OFFICIAL OR DESIGNEE: I certify that the above information is correct based on our official accounting system and records,consistently applied and maintained and that the cost shown have been made for the purpose of and in accordance with, the terms of the contract. The funds requested are for reimbursement of actual cost made during this time period. SIGNATURE TITLE [04-CMG-00002/1272495/1] 12 August 22, 2016 Consent Agenda 6-C(i) 68 of 97 EXHIBIT "C" Naples Marc�sland Everglades pA FADI88 COAST. VISITOR QUESTIONNAIRE Welcome to the Paradise Coast'"".Thank you for choosing this area for your visit. Please take a few minutes to complete the following questions so that we can better serve the needs of future visitors to Florida's Last Paradise'"".PLEASE REFER TO OUR PARADISE COAST BROCHURES FOR THE LOCATION OF ALL AREA ATTRACTIONS. NAME: ADDRESS: CITY ST ZIP DATE OF ARRIVAL: DATE OF DEPARTURE: WHERE ARE YOU HOTEL/RESORT FRIENDS/FAMILY CONDOMINIUM STAYING? NAME OF HOTEL AND CITY/AREA: NAME OF CONDOMINIUM/TIMESHARE: #OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAYING IN COLLIER COUNTY= HOW DID YOU SELECT THE HOTEL/CONDOMINIUM? INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT( ) OTHER: NUMBER OF MEALS YOU &YOUR GROUP WILL EAT OUT: Number of people in your party= Number of days of your visit= Number of meals eaten out each day= PLANNED AREA ACTIVITIES: (Please circle all that apply) ARTS&CULTURE WATER SPORTS NATURE FAMILY ATTRACTIONS von Liebig Art Center Beaches Everglades Tour Naples Zoo Naples Museum of Art Naples Pier County Parks Naples Botanical Garden Sugden Theatre Shelling National Park Fun'n Sun Water Park Artis Naples Fishing State Parks Swamp Buggy Race Art Galleries Boating Corkscrew Swamp Mini Golf Other Kayaking Conservancy of SW FL County Museums Other Lake Trafford Other Other SHOPPING AND DINING SIGHTSEEING RELAXATION&ENTERTAINMENT Fifth Avenue South Lunch/Dinner Cruise/ Golf Third Street South Sunset Cruise Spa Waterside Shops City Trolley Tour Shelling Venetian Bay Everglades Tour Seminole Casino Bayfront Segway Tour Lounges&Clubs Tin City Dolphin Cruise Music Other Other Other [04-CMG-00002/1272495/1] 13 OVD August 22,2016 Consent Agenda 6-C(i) 69 of 97 EXHIBIT "D" Adis- Naples Project Budget Portion of Special Exhibition Fee $135,000 (total is shared with the Naples Botanical Garden) Out-of-market, digital advertising campaign: $15,000 Total Funding — Not to Exceed: $150,000 [04-CMG-00002/1272497/1] 14 August 22, 2016 Consent Agenda 6-C(i) 70 of 97 2017 CATEGORY"C-2" TOURISM AGREEMENT BETWEEN COLLIER COUNTY AND NAPLES BOTANICAL GARDEN,INC. THIS AGREEMENT is made and entered into this day of , 2016, by and between Naples Botanical Garden, Inc. a Florida not- for-profit corporation,hereinafter referred to as"GRANTEE"and Collier County, a political WHEREAS, the COUNTY has adopted a Tourist Development Plan(hereinafter referred to as"Plan") funded by proceeds from the Tourist Development Tax; and WHEREAS, the Collier County Tourism Ordinance provides that certain of the revenues generated by the Tourist Development Tax are to be allocated to acquire, construct, extend, enlarge, remodel, repair, improve, maintain, operate or promote museums owned and operated by not-for-profit organizations and open to the public; and WHEREAS, GRANTEE has applied to the Tourist Development Council and the County to use Tourist Development Tax funds for GRANTEE'S marketing expenses to promote exhibits and festivals using out-of-market advertising to attract overnight visitors to Collier County; and WHEREAS, the Tourist Development Council has recommended funding for GRANTEE'S out-of-market advertising expenditures for the promotion of events to attract visitors and has made a recommended finding that this expenditure promotes tourism; and WHEREAS, the Board of County Commissioners ("Board") has made a finding that GRANTEE qualifies as a museum and that the Project expenditure promotes tourism; and WHEREAS, the Collier County Board of County Commissioners has approved the funding request of the GRANTEE and the Chairman was authorized to execute the Tourism Agreement. [04-CMG-00002/1272497/1] 1 (c-m-) August 22, 2016 Consent Agenda 6-C(i) 71 of 97 NOW,THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY AGREED AS FOLLOWS: 1. SCOPE OF WORK: (a) In accordance with the authorized expenditures as set forth in the Budget, attached hereto as Exhibit "D," the GRANTEE shall expend the funds for the promotion of GRANTEE'S marketing of Origami in the Garden(hereinafter"the Project"). 2. PAYMENT: (a) The amount to be paid under this Agreement shall be a total of One Hundred Fifty Thousand Dollars ($150,000). GRANTEE shall be paid in accordance with the fiscal procedures of the County for the expenditures incurred as described in Paragraph One (1) herein upon submittal of a Request for Funds on the form attached hereto as Exhibit "B" and made a part hereof, and shall submit evidence that the vendor invoices have been paid and samples of the promotional materials produced by that vendor or media outlet to the Tourism Director, or his designee, for review. Should these documents be unavailable, the GRANTEE may submit other legally viable evidence of payment subject to review and approval by the Clerk's Finance Department. (b) The Tourism Director, or his designee, shall determine that the invoice payments are authorized and that the goods or services covered by such invoice[s] have been provided or performed in accordance with such authorization. The budget attached as Exhibit "D" shall constitute authorization for the expenditure[s] described in the invoice[s]. (c) All expenditures shall be made in conformity with this Agreement. [04-CMG-00002/1272497/1] 2 CAO August 22,2016 Consent Agenda 6-C(i) 72 of 97 (d) The COUNTY shall not pay GRANTEE until the Clerk's Finance Department pre-audits all payment invoices in accordance with law. (e) GRANTEE shall be paid for its actual costs, not to exceed the maximum amount budgeted pursuant to the attached "Exhibit D." (0 Expenditures with print publications, broadcast, digital and social platforms should be placed in media that run outside Collier County (can also run in Collier County) and will be reimbursed up to the percentage of circulation or listenership outside of Collier County. Distribution of promotional materials is encouraged outside of Collier County to promote overnight visitation, and will be reimbursed up to the percentage of distribution outside of Collier County. Distribution percentages for outside of Collier County media and promotional materials will be based on the grantee's best information available. (g) Invoices for prepayment or for deposit on services will not be eligible for reimbursement. (h) Services or product must be delivered and paid for by GRANTEE between the effective dates of this Agreement. (i) All requests for reimbursement must be received by September 30, 2017 to be eligible for payment. 3. ELIGIBLE EXPENDITURES: (a) Only eligible expenditures described in Paragraph One (1) will be paid by COUNTY. (b) COUNTY agrees to pay eligible expenditures incurred between October 1, 2016 and September 30,2017. [04-CMG-00002/1272497/1] 3 �'AO August 22, 2016 Consent Agenda 6-C(i) 73 of 97 (c) Any expenditures paid by COUNTY which are later deemed to be ineligible expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request to repay said funds. (d) COUNTY may request repayment of funds for a period of up to three (3) years after termination of this Agreement or any extension or renewal thereof. 4. INSURANCE: (a) GRANTEE shall submit a Certificate of Insurance naming the Collier County Board of County Commissioners and the Tourist Development Council as additional insureds. (b) The certificate of insurance must be valid for the duration of this Agreement, and be issued by a company licensed in the State of Florida, and provide General Liability Insurance for no less than the following amounts: BODILY INJURY LIABILITY$300,000 each claim per person PROPERTY DAMAGE LIABILITY$300,000 each claim per person PERSONAL INJURY LIABILITY$300,000 each claim per person WORKER'S COMPENSATION AND EMPLOYER'S LIABILITY—Statutory (c) The Certificate of Insurance must be delivered to the Tourism Director or his designee with copies of the Agreement executed by GRANTEE. The GRANTEE shall not commence promotional or advertising activities which are to be funded pursuant to this Agreement until the Certificate of Insurance has been received by the COUNTY and the Agreement is fully executed. 5. REPORTING REQUIREMENTS: (a) GRANTEE shall provide to County a final status report on the form attached hereto as Exhibit"A"no later than October 15, 2017. [04-CMG-00002/1272497/1] 4 August 22,2016 Consent Agenda 6-C(i) 74 of 97 (b) Each report shall identify the economic impact generated by the GRANTEE through the use of reports (Exhibit "A" — Final Status Report) which identify the amount spent, the duties performed, the services provided, and the goods delivered since the previous reporting period. (c) GRANTEE shall take reasonable measures to assure the continued satisfactory performance of all vendors and subcontractors. (d) COUNTY may withhold any payments for failure of GRANTEE to provide the final status report and until the County receives the final status report or other report acceptable to the Tourism Director. (e) GRANTEE shall request that visitors to Naples Botanical Garden complete the visitor questionnaire attached to this Agreement as Exhibit"C." 6. CHOICE OF VENDORS AND FAIR DEALING: (a) GRANTEE may select vendors or subcontractors to provide services as described in Paragraph One(1). (b) COUNTY shall not be responsible for paying vendors and shall not be involved in the selection of subcontractors or vendors. (c) GRANTEE agrees to disclose any financial or other relationship between GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related employees,agents, officers,directors and/or shareholders. (d) COUNTY may, in its discretion, object to the reasonableness of expenditures and require payment if invoices have been paid under this Agreement for unreasonable expenditures. The reasonableness of the expenditures shall be based on industry standards. [04-CMG-00002/1272497/1] 5 • August 22,2016 Consent Agenda 6-C(i) 75 of 97 7. INDEMNIFICATION: GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized by the GRANTEE 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. 8. NOTICES: All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly served if mailed by registered or certified mail to the GRANTEE at the following address: Brian Holley, Executive Director Naples Botanical Garden, Inc. 4820 Bayshore Dr. Naples, Florida 34112 All notices from the GRANTEE to the COUNTY shall be in writing and deemed duly served if mailed by registered or certified mail to the COUNTY to: Jack Wert,Tourism Director Collier County Tourism Department 2660 N. Horseshoe Drive Suite 105 Naples,Florida 34104 The GRANTEE and the COUNTY may change the above mailing address at any time upon giving the other party written notification pursuant to this Section. [04-CMG-00002/1272497/1] 6 August 22,2016 Consent Agenda 6-C(i) 76 of 97 9. PARTNERSHIP: Nothing herein contained shall be construed as creating a partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the COUNTY. 10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all matters pertaining to this Agreement and shall provide all information and documentation requested by the COUNTY from time to time pertaining to the use of any funds provided hereunder. 11. TERMINATION: (a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause by giving thirty (30) days advance written notice of such termination specifying the effective date of termination. (b) If the COUNTY terminates this Agreement, the COUNTY will pay the GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with subcontractors and vendors, up to the effective date of the termination so long as such expenses are eligible. 12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and accurate accounting records. All revenue related to the Agreement must be recorded, and all expenditures must be incurred within the term of this Agreement. 13. AVAILABILITY OF FUNDS: This Agreement is subject to the availability of Tourist Development Tax revenues. If for any reason tourist tax funds are not available to fund all or part of this Agreement, the [04-CMG-00002/1272497/1] 7 August 22, 2016 Consent Agenda 6-C(i) 77 of 97 COUNTY may upon written notice, at any time during the term of this agreement, and at its sole discretion, reduce or eliminate funding under this agreement. 14. AVAILABILITY OF RECORDS: GRANTEE shall maintain records, books, documents, papers and financial information pertaining to work performed under this Agreement for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized representatives, shall, until the expiration of three (3) years after final payment under this Agreement, have access to, and the right to examine and photocopy any pertinent books, documents, papers, and records of GRANTEE involving any transactions related to this Agreement. 15. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or transfer in whole or in part its interest in this Agreement without the prior written consent of the COUNTY. 16. TERM: This Agreement shall become effective on October 1,2016 and shall remain effective for one year until September 30, 2017. If the project is not completed within the term of this Agreement, all unreleased funds shall be retained by the COUNTY. Any extension of this Agreement beyond the one (1) year term in order to complete the Project must be at the express consent of the Collier County Board of County Commissioners. The GRANTEE must request any extension of this term in writing at least sixty (60) days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to this Agreement to extend the term for an additional ninety (90) days. Amendments shall be in writing and approved by the Board of County Commissioners. [04-CMG-00002/1272497/1] 8 August 22,2016 Consent Agenda 6-C(i) 78 of 97 17. EVALUATION OF TOURISM IMPACT: GRANTEE shall monitor and evaluate the tourism impact of the Project, explaining how the tourism impact was evaluated,providing a written report(Exhibit"A"—Final Status Report) to the Tourism Director or his designee,by October 15, 2017. 18. REQUIRED NOTATION: All collateral material and advertisements should identify Collier County tourism by displaying the CVB logo and website URL www.paradisecoast.com to qualify for reimbursement. 19. AMENDMENTS: This Agreement may only be amended by mutual written agreement of the parties, after review by the Collier County Tourist Development Council if warranted. ******* * * IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an authorized person or agent, hereunder set their hands and seals on the date and year first above written. ATTEST: BOARD OF COUNTY COMMISSIONERS DWIGHT E. BROCK, Clerk COLLIER COUNTY, FLORIDA By: Donna Fiala, Chairman Approved as to form and legality: \.._:7::j2011een M. Greene Assistant County Attorney [04-CMG-00002/1272497/1] 9 August 22, 2016 Consent Agenda 6-C(i) 79 of 97 WITNESSES: GRANTEE: (1) NAPLES BOTANICAL GARDEN,INC. Printed/Typed Name (2) BY: Printed/Typed Name Printed/Typed Name Printed/Typed Title [04-CMG-00002/1272497/1] 10 August 22, 2016 Consent Agenda 6-C(i) 80 of 97 EXHIBIT "A" Collier County Tourist Development Council Final Status Report (Due by Oct. 15, 2017) EVENT NAME: REPORT DATE: ORGANIZATION: CONTACT PERSON:_TITLE: ADDRESS: PHONE: FAX: On an attached sheet, answer the following questions for each element in your scope of work. Final—These questions should be answered for your final status report. Was this a first time project? If not, how many times has this event taken place? What hotels/motels were utilized to support the project and how many? What is the total direct economic impact and revenue generated from this event? Total expenses. (Have all vendors been paid?) List the vendors that have been paid, if not, what invoices are still outstanding and why? What is the number of participants that visited the project? What is the percentage of the total participants from out of Collier County? What problems occurred if any during the project event? List any out-of-county-advertising, marketing, and/or public relations that was used to support the project and attach samples. How could the project been improved or expanded? [04-CMG-00002/1272497/11 11 ID August 22,2016 Consent Agenda 6-C(i) 81 of 97 EXHIBIT"B" REQUEST FOR FUNDS COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL EVENT NAME ORGANIZATION ADDRESS CONTACT PERSON TELEPHONE( ) REQUEST PERIOD FROM TO REQUEST# ( )INTERIM REPORT ( )FINAL REPORT TOTAL CONTRACT AMOUNT$ EXPENSE BUDGET REIMBURSEMENT REQUESTED TOTALS NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in your application. Reimbursement requests must include the following: evidence that the vendor invoices have been paid and samples of the promotional materials produced by that vendor or media outlet. If project budget has specific categories with set dollar limits,the Grantee is required to include a spreadsheet to show which category each invoice is being paid from and total of category before payment can be made to Grantee. Organizations receiving funding should take into consideration that it will take a maximum of 45 days for the County to process a check. Furnishing false information may constitute a violation of applicable State and Federal laws. CERTIFICATION OF CHIEF OFFICIAL OR DESIGNEE: I certify that the above information is correct based on our official accounting system and records,consistently applied and maintained and that the cost shown have been made for the purpose of and in accordance with, the terms of the contract. The funds requested are for reimbursement of actual cost made during this time period. SIGNATURE TITLE [04-CMG-00002/1272497/1] 12 August 22,2016 Consent Agenda 6-C(i) 82 of 97 EXHIBIT "C" Naples Marco Island Everglades nnn novae COAST. VISITOR QUESTIONNAIRE Welcome to the Paradise Coast s".Thank you for choosing this area for your visit. Please take a few minutes to complete the following questions so that we can better serve the needs of future visitors to Florida's Last Paradise sm.PLEASE REFER TO OUR PARADISE COAST BROCHURES FOR THE LOCATION OF ALL AREA ATTRACTIONS. NAME: ADDRESS: CITY ST ZIP DATE OF ARRIVAL: DATE OF DEPARTURE: WHERE ARE YOU HOTEL/RESORT FRIENDS/FAMILY CONDOMINIUM STAYING? NAME OF HOTEL AND CITY/AREA: NAME OF CONDOMINIUM/TIMESHARE: #OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAYING IN COLLIER COUNTY HOW DID YOU SELECT THE HOTEL/CONDOMINIUM? INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT( ) OTHER: NUMBER OF MEALS YOU &YOUR GROUP WILL EAT OUT: Number of people in your party= Number of days of your visit= Number of meals eaten out each day= PLANNED AREA ACTIVITIES:(Please circle all that apply) ARTS&CULTURE WATER SPORTS NATURE FAMILY ATTRACTIONS von Liebig Art Center Beaches Everglades Tour Naples Zoo Naples Museum of Art Naples Pier County Parks Naples Botanical Garden Sugden Theatre Shelling National Park Fun'n Sun Water Park Artis Naples Fishing State Parks Swamp Buggy Race Art Galleries Boating Corkscrew Swamp Mini Golf Other Kayaking Conservancy of SW FL County Museums Other Lake Trafford Other Other SHOPPING AND DINING SIGHTSEEING RELAXATION&ENTERTAINMENT Fifth Avenue South Lunch/Dinner Cruise/ Golf Third Street South Sunset Cruise Spa Waterside Shops City Trolley Tour Shelling Venetian Bay Everglades Tour Seminole Casino Bayfront Segway Tour Lounges&Clubs Tin City Dolphin Cruise Music Other Other Other [04-CMG-00002/1272497/11 13 Q V August 22,2016 Consent Agenda 6-C(i) 83 of 97 EXHIBIT "D" Naples Botanical Garden Project Budget _ Portion of Special Exhibition Fee $135,000 (total is shared with the Artis-Naples) Co-op marking with CVB $5,000 Public relations with qualified vendor $10,000 Total Funding — Not to Exceed: $150,000 [04-CMG-00002/127249711] 14 August 22,2016 Consent Agenda 6-C(i) 84 of 97 2017 CATEGORY"C-2" TOURISM AGREEMENT BETWEEN COLLIER COUNTY AND THE GOLISANO CHILDREN'S MUSEUM OF NAPLES, INC. THIS AGREEMENT is made and entered into this day of , 2016, by and between The Golisano Children's Museum of Naples, Inc. a Florida not-for-profit corporation, hereinafter referred to as "GRANTEE" and Collier County, a political subdivision of the State of Florida, hereinafter referred to as "COUNTY." WHEREAS, the COUNTY has adopted a Tourist Development Plan(hereinafter referred to as"Plan")funded by proceeds from the Tourist Development Tax; and WHEREAS, the Collier County Tourism Ordinance provides that certain of the revenues generated by the Tourist Development Tax are to be allocated to acquire, construct, extend, enlarge, remodel, repair, improve, maintain, operate or promote museums owned and operated by not-for-profit organizations and open to the public; and WHEREAS, GRANTEE has applied to the Tourist Development Council and the County to use Tourist Development Tax funds for GRANTEE'S marketing expenses to promote exhibits and festivals using out-of-market advertising to attract overnight visitors to Collier County; and WHEREAS, the Tourist Development Council has recommended funding for GRANTEE'S out-of-market advertising expenditures for the promotion of events to attract visitors and has made a recommended finding that this expenditure promotes tourism; and WHEREAS, the Board of County Commissioners ("Board") has made a finding that GRANTEE qualifies as a museum and that the Project expenditure promotes tourism; and [04-CMG-00002/1272496/11 1 August 22,2016 Consent Agenda 6-C(i) 85 of 97 WHEREAS, the Collier County Board of County Commissioners has approved the funding request of the GRANTEE and the Chairman was authorized to execute the Tourism Agreement. NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY AGREED AS FOLLOWS: 1. SCOPE OF WORK: (a) In accordance with the authorized expenditures as set forth in the Budget, attached hereto as Exhibit "D," the GRANTEE shall expend the funds for the promotion of GRANTEE'S marketing of Traveling Exhibits (hereinafter"the Project"). 2. PAYMENT: (a) The amount to be paid under this Agreement shall be a total of One Hundred Eleven Thousand One Hundred Seventy Six Dollars ($111,176). GRANTEE shall be paid in accordance with the fiscal procedures of the County for the expenditures incurred as described in Paragraph One (1) herein upon submittal of a Request for Funds on the form attached hereto as Exhibit "B" and made a part hereof, and shall submit evidence that the vendor invoices have been paid and samples of the promotional materials produced by that vendor or media outlet to the Tourism Director, or his designee, for review. Should these documents be unavailable, the GRANTEE may submit other legally viable evidence of payment subject to review and approval by the Clerk's Finance Department. (b) The Tourism Director, or his designee, shall determine that the invoice payments are authorized and that the goods or services covered by such invoice[s] have been provided or [04-CMG-00002/1272496/1] 2 August 22,2016 Consent Agenda 6-C(i) 86 of 97 performed in accordance with such authorization. The budget attached as Exhibit "D" shall constitute authorization for the expenditure[s] described in the invoice[s]. (c) All expenditures shall be made in conformity with this Agreement. (d) The COUNTY shall not pay GRANTEE until the Clerk's Finance Department pre-audits all payment invoices in accordance with law. (e) GRANTEE shall be paid for its actual costs, not to exceed the maximum amount budgeted pursuant to the attached"Exhibit D." (f) Expenditures with print publications, broadcast, digital and social platforms should be placed in media that run outside Collier County (can also run in Collier County) and will be reimbursed up to the percentage of circulation or listenership outside of Collier County. Distribution of promotional materials is encouraged outside of Collier County to promote overnight visitation, and will be reimbursed up to the percentage of distribution outside of Collier County. Distribution percentages for outside of Collier County media and promotional materials will be based on the grantee's best information available. (g) Invoices for prepayment or for deposit on services will not be eligible for reimbursement. (h) Services or product must be delivered and paid for by GRANTEE between the effective dates of this Agreement. (i) All requests for reimbursement must be received by September 30, 2017 to be eligible for payment. 3. ELIGIBLE EXPENDITURES: (a) Only eligible expenditures described in Paragraph One (1) will be paid by COUNTY. [04-CMG-00002/1272496/1] 3 August 22,2016 Consent Agenda 6-C(i) 87 of 97 (b) COUNTY agrees to pay eligible expenditures incurred between October 1, 2016 and September 30, 2017. (c) Any expenditures paid by COUNTY which are later deemed to be ineligible expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request to repay said funds. (d) COUNTY may request repayment of funds for a period of up to three (3) years after termination of this Agreement or any extension or renewal thereof. 4. INSURANCE: (a) GRANTEE shall submit a Certificate of Insurance naming the Collier County Board of County Commissioners and the Tourist Development Council as additional insureds. (b) The certificate of insurance must be valid for the duration of this Agreement, and be issued by a company licensed in the State of Florida, and provide General Liability Insurance for no less than the following amounts: BODILY INJURY LIABILITY$300,000 each claim per person PROPERTY DAMAGE LIABILITY $300,000 each claim per person PERSONAL INJURY LIABILITY $300,000 each claim per person WORKER'S COMPENSATION AND EMPLOYER'S LIABILITY—Statutory (c) The Certificate of Insurance must be delivered to the Tourism Director or his designee with copies of the Agreement executed by GRANTEE. The GRANTEE shall not commence promotional or advertising activities which are to be funded pursuant to this Agreement until the Certificate of Insurance has been received by the COUNTY and the Agreement is fully executed. [04-CMG-00002/1272496/1] 4 0 August 22,2016 Consent Agenda 6-C(i) 88 of 97 5. REPORTING REQUIREMENTS: (a) GRANTEE shall provide to County a final status report on the form attached hereto as Exhibit"A"no later than October 15,2017. (b) Each report shall identify the economic impact generated by the GRANTEE through the use of reports (Exhibit "A" — Final Status Report) which identify the amount spent, the duties performed, the services provided, and the goods delivered since the previous reporting period. (c) GRANTEE shall take reasonable measures to assure the continued satisfactory performance of all vendors and subcontractors. (d) COUNTY may withhold any payments for failure of GRANTEE to provide the final status report and until the County receives the final status report or other report acceptable to the Tourism Director. (e) GRANTEE shall request that visitors to The Golisano Children's Museum of Florida complete the visitor questionnaire attached to this Agreement as Exhibit"C." 6. CHOICE OF VENDORS AND FAIR DEALING: (a) GRANTEE may select vendors or subcontractors to provide services as described in Paragraph One (1). (b) COUNTY shall not be responsible for paying vendors and shall not be involved in the selection of subcontractors or vendors. (c) GRANTEE agrees to disclose any financial or other relationship between GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related employees, agents, officers, directors and/or shareholders. [04-CMG-00002/1272496/1] 5 (C0) August 22, 2016 Consent Agenda 6-C(i) 89 of 97 (d) COUNTY may, in its discretion, object to the reasonableness of expenditures and require payment if invoices have been paid under this Agreement for unreasonable expenditures. The reasonableness of the expenditures shall be based on industry standards. 7. INDEMNIFICATION: GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized by the GRANTEE 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. 8. NOTICES: All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly served if mailed by registered or certified mail to the GRANTEE at the following address: Karysia Demarest, Executive Director 15080 Livingston Rd. Naples, FL 34109 All notices from the GRANTEE to the COUNTY shall be in writing and deemed duly served if mailed by registered or certified mail to the COUNTY to: Jack Wert,Tourism Director Collier County Tourism Department 2660 N.Horseshoe Drive Suite 105 Naples,Florida 34104 The GRANTEE and the COUNTY may change the above mailing address at any time upon giving the other party written notification pursuant to this Section. [04-CMG-00002/1272496/11 6 Cq)) August 22,2016 Consent Agenda 6-C(i) 90 of 97 9. PARTNERSHIP: Nothing herein contained shall be construed as creating a partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the COUNTY. 10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all matters pertaining to this Agreement and shall provide all information and documentation requested by the COUNTY from time to time pertaining to the use of any funds provided hereunder. 11. TERMINATION: (a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause by giving thirty (30) days advance written notice of such termination specifying the effective date of termination. (b) If the COUNTY terminates this Agreement, the COUNTY will pay the GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with subcontractors and vendors,up to the effective date of the termination so long as such expenses are eligible. 12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and accurate accounting records. All revenue related to the Agreement must be recorded, and all expenditures must be incurred within the term of this Agreement. 13. AVAILABILITY OF FUNDS: This Agreement is subject to the availability of Tourist Development Tax revenues. If for any reason tourist tax funds are not available to fund all or part of this Agreement, the [04-CMG-00002/1272496/1] 7 (C5)) August 22, 2016 Consent Agenda 6-C(i) 91 of 97 COUNTY may upon written notice, at any time during the term of this Agreement, and at its sole discretion, reduce or eliminate funding under this agreement. 14. AVAILABILITY OF RECORDS: GRANTEE shall maintain records, books, documents, papers and financial information pertaining to work performed under this Agreement for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized representatives, shall, until the expiration of three (3) years after final payment under this Agreement, have access to, and the right to examine and photocopy any pertinent books, documents, papers, and records of GRANTEE involving any transactions related to this Agreement. 15. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or transfer in whole or in part its interest in this Agreement without the prior written consent of the COUNTY. 16. TERM: This Agreement shall become effective on October 1, 2016 and shall remain effective for one year until September 30, 2017. If the project is not completed within the term of this Agreement, all unreleased funds shall be retained by the COUNTY. Any extension of this Agreement beyond the one (1) year term in order to complete the Project must be at the express consent of the Collier County Board of County Commissioners. The GRANTEE must request any extension of this term in writing at least sixty(60)days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to this Agreement to extend the term for an additional ninety (90) days. Amendments shall be in writing and approved by the Board of County Commissioners. [04-CMG-00002/1272496/1) 8 0 August 22,2016 Consent Agenda 6-C(i) 92 of 97 17. EVALUATION OF TOURISM IMPACT: GRANTEE shall monitor and evaluate the tourism impact of the Project, explaining how the tourism impact was evaluated,providing a written report (Exhibit "A"—Final Status Report) to the Tourism Director or his designee, by October 15,2017. 18. REQUIRED NOTATION: All collateral material and advertisements should identify Collier County tourism by displaying the CVB logo and website URL www.paradisecoast.com to qualify for reimbursement. 19. AMENDMENTS: This Agreement may only be amended by mutual written agreement of the parties, after review by the Collier County Tourist Development Council if warranted. ***** IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an authorized person or agent, hereunder set their hands and seals on the date and year first above written. ATTEST: BOARD OF COUNTY COMMISSIONERS DWIGHT E. BROCK, Clerk COLLIER COUNTY,FLORIDA By: Donna Fiala, Chairman Approved as to form and legality: olleen M. Greene Assistant County Attorney [04-CMG-00002/1272496/11 9 0 August 22, 2016 Consent Agenda 6-C(i) 93 of 97 WITNESSES: GRANTEE: (1) THE GOLISANO CHILDREN'S MUSEUM OF NAPLES,INC. Printed/Typed Name (2) BY: Printed/Typed Name Printed/Typed Name Printed/Typed Title [04-CMG-00002/1272496/1] 10 August 22,2016 Consent Agenda 6-C(i) 94 of 97 EXHIBIT "A" Collier County Tourist Development Council Final Status Report (Due by Oct. 15, 2017) EVENT NAME: REPORT DATE: ORGANIZATION: CONTACT PERSON: TITLE: ADDRESS: PHONE: FAX: On an attached sheet, answer the following questions for each element in your scope of work. Final—These questions should be answered for your final status report. Was this a first time project? If not, how many times has this event taken place? What hotels/motels were utilized to support the project and how many? What is the total direct economic impact and revenue generated from this event? Total expenses. (Have all vendors been paid?) List the vendors that have been paid, if not, what invoices are still outstanding and why? What is the number of participants that visited the project? What is the percentage of the total participants from out of Collier County? What problems occurred if any during the project event? List any out-of-county-advertising, marketing, and/or public relations that was used to support the project and attach samples. How could the project been improved or expanded? [04-CMG-00002/1272496/1] 11 August 22,2016 Consent Agenda 6-C(i) 95 of 97 EXHIBIT"B" REQUEST FOR FUNDS COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL EVENT NAME ORGANIZATION ADDRESS CONTACT PERSON TELEPHONE( ) REQUEST PERIOD FROM TO REQUEST# ( )INTERIM REPORT ( )FINAL REPORT TOTAL CONTRACT AMOUNT$ EXPENSE BUDGET REIMBURSEMENT REQUESTED TOTALS NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in your application. Reimbursement requests must include the following: evidence that the vendor invoices have been paid and samples of the promotional materials produced by that vendor or media outlet. If project budget has specific categories with set dollar limits,the Grantee is required to include a spreadsheet to show which category each invoice is being paid from and total of category before payment can be made to Grantee. Organizations receiving funding should take into consideration that it will take a maximum of 45 days for the County to process a check. • Furnishing false information may constitute a violation of applicable State and Federal laws. CERTIFICATION OF CHIEF OFFICIAL OR DESIGNEE: I certify that the above information is correct based on our official accounting system and records,consistently applied and maintained and that the cost shown have been made for the purpose of and in accordance with, the terms of the contract. The funds requested are for reimbursement of actual cost made during this time period. SIGNATURE TITLE [04-CMG-00002/1272496/1] 12 • • August 22,2016 Consent Agenda 6-C(i) 96 of 97 EXHIBIT "C" Naples Marco Island Everglades vnRAoise COAST. VISITOR QUESTIONNAIRE Welcome to the Paradise Coast SM,Thank you for choosing this area for your visit. Please take a few minutes to complete the following questions so that we can better serve the needs of future visitors to Florida's Last Paradise PLEASE REFER TO OUR PARADISE COAST BROCHURES FOR THE LOCATION OF ALL AREA ATTRACTIONS. NAME: ADDRESS: CITY ST ZIP DATE OF ARRIVAL: DATE OF DEPARTURE: WHERE ARE YOU HOTEL/RESORT FRIENDS/FAMILY CONDOMINIUM STAYING? NAME OF HOTEL AND CITY/AREA: NAME OF CONDOMINIUM/TIMESHARE: #OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAYING IN COLLIER COUNTY= HOW DID YOU SELECT THE HOTEL/CONDOMINIUM? INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT( ) OTHER: NUMBER OF MEALS YOU &YOUR GROUP WILL EAT OUT: Number of people in your party= Number of days of your visit= Number of meals eaten out each day= PLANNED AREA ACTIVITIES: (Please circle all that apply) ARTS&CULTURE WATER SPORTS NATURE FAMILY ATTRACTIONS von Liebig Art Center Beaches Everglades Tour Naples Zoo Naples Museum of Art Naples Pier County Parks Naples Botanical Garden Sugden Theatre Shelling National Park Fun'n Sun Water Park Antis Naples Fishing State Parks Swamp Buggy Race Art Galleries Boating Corkscrew Swamp Mini Golf Other Kayaking Conservancy of SW FL County Museums Other Lake Trafford Other Other SHOPPING AND DINING SIGHTSEEING RELAXATION&ENTERTAINMENT Fifth Avenue South Lunch/Dinner Cruise/ Golf Third Street South Sunset Cruise Spa Waterside Shops City Trolley Tour Shelling Venetian Bay Everglades Tour Seminole Casino Bayfront Segway Tour Lounges&Clubs Tin City Dolphin Cruise Music Other Other Other [04-CMG-00002/1272496/1] 13 90, August 22,2016 Consent Agenda 6-C(i) 97 of 97 EXHIBIT "D" The Golisano Children's Museum of Naples, Inc. Project Budget Out of Collier County Area Advertising and Marketing Related Expenses to promote "The Project." Total Funding — Not to Exceed: $111,176 [04-CMG-00002/1272496/11 14 August 22,2016 New Business 7-A(i) 1 of 4 EXECUTIVE SUMMARY Recommend approval of Amendment# 1 to Pro Watercross Championship Agreement to exercise the renewal option to host the 2016 event,approve Tourist Development Tax Category"B"funding to support the Pro Watercross World Championships September 16- 26, 2016 and make a finding that this expenditure promotes tourism. OBJECTIVE: Approve funding for promoting, managing and televising the Pro Watercross World Championships. CONSIDERATIONS: Collier County was awarded the Pro Watercross Tour World Championships for the years 2015-2017. The current agreement provides for three (3) additional one year renewal terms. Staff is seeking approval to amend the agreement to allow the County to host the 2016 Pro Watercross World Championships. This event will take place at Sugden Regional Park in Collier County September 16 - 26, 2016. The 2016 event will be a week-long event that will bring in pro Watercross riders, crews, families, and fans from all over the world. The Tourism Division Sports Marketing team has brought this prestigious event to our community and as part of the bid award, our commitment is to fund the following costs to support and promote this event. Funding for this event is subject to a recommendation from the Tourist Development Council and approval by the Board of County Commissioners. Projected Expenses for 2016 Pro Watercross World Championship ITEMS—To be Paid by Collier County Projected Cost Sugden Park Rental Fees $ 10,000 Hotel Rooms for event Officials $ 6,500 Trainers/EMT Support $ 8,000 Law Enforcement and Security $ 7,500 Event site&Participant Promotional Items $ 5,000 Offsite Parking rental fees $ 7,500 Collier County Total $44,500 CBS Sports Network Production and Broadcast of Finals—placed by Advertising agency of record $ 80,000 Total Event Support Cost $124,500 The economic impact of this event is estimated at approximately $1.5 million in direct visitor spending in our community as well as 1,500 hotel projected hotel room nights. The event will be televised nationally in a one hour special on the CBS Sports Network reaching an estimated 112 million households. FISCAL IMPACT: Funding for this event is included in the FY 17 Tourism Division budget in Fund 184 for sports marketing and media advertising. GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan from this action. LEGAL CONSIDERATION: This item has been approved as to form and legality and requires majority vote for approval.—CMG August 22,2016 New Business 7-A(i) 2 of 4 RECOMMENDATION: Recommend approval of Amendment # 1 to Pro Watercross Championship Agreement to exercise the renewal option to host the 2016 event, provide Tourist Development Tax Category"B" funding to support the Pro Watercross World Championships September 16-26, 2016 and make a finding that this expenditure promotes tourism. PREPARED BY: Michael Obyc, Sr. Sports Marketing Manager Attachment: Contract Amendment August 22,2016 New Business 7-A(i) 3 of 4 EXHIBIT A-1 Contract Amendment#1 to "Pro Watercross Championship Agreement" This Amendment,dated , 2016 to the referenced Agreement shall be by and between the parties to the original Agreement, UWP, LLC/Pro Watercross Championship(to be referred to as"Contractor")and Collier County,Florida,(to be referred to as"Host"). Statement of Understanding RE: "Pro Watercross Championship Agreement" In order to continue the services provided for in the original Agreement referenced above,the Contractor agrees to amend the Contract as per Exhibit"Al-A"attached to this Amendment and incorporated herein by reference or by the modified language below. Section 1 — UWP SHALL PROVIDE THE FOLLOWING SERVICES FOR THE PRO WATERCROSS WORLD CHAMPIONSHIP AT NO COST TO THE HOST a. Provide a professionally run watercross racing event from September-1-9th-threugh-and-ineluding September-2-7'4,2015 September 17 th through and including September 25_th,2016, or until final completion of the event; specifically designed to entertain an audience for a minimum of five (5) to six (6)hours each day. Section 2—HOST SITE REQUIREMENTS FOR THE EVENT As consideration for the rights and benefits granted herein and provided that UWP is in compliance with the terms of this Agreement,the Host shall provide the following at no additional cost to UWP. a. Host will allow UWP to use its personal watercrafts on the lake of Sugden Regional Park free of charge for the purpose of tuning starting Saturday, September 10,2016 through September-48720-14 Thursday, September 15,2016. b. Host guarantees the use of the event site, Sugden Regional Park,Naples,Florida,free of charge, starting .. . .. , ... . , ! Friday, September 16,2016 through , 2015 Monday, September 26,2016 or the completion of the Event,if later. c. Host is responsible for overseeing water traffic control through communication with local marinas, boat patrols,and signage in appropriate locations. d. Standby ambulance with a minimum of two EMTs for each day throughout the event. Starting .. . _ ._ ! Friday, September 16.2016— Sunday, September 25,2016: times to be determined. e. Provide went parking&security for event from September 16 through September 26, 2016. f. • . _ _ . . . .. _ : .. • : . .. , ._ . - . .. . .. . - . _ . -7.- ' • .. . Host has the option to place out of market advertising and event promotion in print and other sources,and must be pre-approved by UWP,LLC before commitment is made. g. Provide UWP with marketing material in order to help promote your community to competitors and fans. h. Endeavor to provide UWP with ten(10)volunteers each day throughout the event week.Times to be determined. i. Provide UWP with hotel accommodations equaling fifty(50)room nights starting Monday, ! ! Thursday, September 22, 2016—Sunday, September 25,2016 - . •'••• - • - ' -• •• --• - race-site. Hotel or lodging accommodations to be determined at the discretion of the Host. 1 August 22,2016 New Business 7-A(i) 4 of 4 Section 6—Term: This Agreement shall become effective upon execution by the Host and shall remain in effect for one (1) year. The Agreement may be renewed for three (3) additional one (1) year terms upon mutual written agreement of the Parties and by amending the Agreement to provide for updated,future event dates. This Agreement may be amended only by written agreement of the Parties executed with the same formalities as herein expressed. Either Party may terminate this Agreement for convenience with a thirty (30) day written notice to the other. Note: Language deleted has been struek-threugh. New language has been underlined. All other terms and conditions of the agreement shall remain in force. IN WITNESS WHEREOF,the parties have each,respectively,by an authorized person or agent,have executed this Amendment on the date(s)indicated below. Accepted: ,20__ Dwight E. Brock, Clerk OWNER: BOARD OF COUNTY COMMISSIONERS BY: OF COLLIER COUNTY,FLORIDA Contractor's First Witness: By: Donna Fiala,Chairman By: Signature CONTRACTOR: UWP,LLC/Pro Watercross World Championship Print Name By: Contractor's Second Witness: Signature By: Print Name and Title Signature Print Name Approved as to Form and Legality: Assistant County Attorney 2 June 27, 2016 New Business 7-A(ii) 1 of 10 EXECUTIVE SUMMARY Recommendation to approve Amendment # 2 to Contract # 15-6439- Hosting Agreement between Collier County and Spirit Promotions the organizing group for the U.S. Open Pickleball Championship to extend the hosting agreement for an additional five years to 2021. OBJECTIVE: Extend the number of years for hosting the US Open Pickleball Championship in Collier County to 2021. CONSIDERATIONS: Collier County hosted the first ever US Open Pickleball Championships in April 2016. The success of the first event has encouraged Collier County and Spirit Promotions to add additional Pickleball courts to East Naples Community Park and to consider improvements to the Championship courts b y adding a shade structure ad to add the tournament quality playing surface to the balance of the courts in the park. Spirit Promotions has also agreed to contract again with CBS Sports Network to televise the finals of the 2017 US Open Pickleball Championships and to bring additional Pickleball events to the park during 2017 and beyond. The amendment also adds the projected annual cost to Collier County for event operations, capital improvements and event promotion in hosting the US Open event up to the amounts indicated below: • 2017 $440,000 • 2018 $150,000 • 2019 $175,000 • 2020 $200,000 • 2021 $225,000 FISCAL IMPACT: There is no fiscal impact related to this event hosting agreement. All expenses for event operations and broadcast production and airing of the finals television program are covered in separate agreements. GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan with this Executive Summary. LEGAL CONSIDERATIONS: This item has been approved as to form and legality and requires majority vote for approval.—CMG RECOMMENDATION: Recommendation to approve Amendment# 2 to Contract# 15-6439- Hosting Agreement between Collier County and Spirit Promotions the organizing group for the U.S. Open Pickleball Championship to extend the hosting agreement for an additional five years to 2021. Prepared by: Jack Wert,Tourism Director Attachments: (1) Amendment#2 to Contract# 15-6349 (2) Hosting Agreement June 27, 2016 New Business 7-A(ii) 2 of 10 Amendment#2 to Naples,Marco Island,Everglades Convention & Visitors Bureau & U.S. OPEN Pickleball Championships Hosting Agreement#15-6439 This amendment dated this day of September, 2016, to the referenced Agreement shall be by and between the parties to the original Hosting Agreement #15-6439, Spirit Promotions ("Contractor") and Collier County, Florida, ("Owner/County"). WHEREAS, Collier County and the Collier County T urist Development Council have committed a significant monetary investment dedicate0,0i, the U.S. OPEN Pickleball Championships including upgrading all Pickleball courtsrfaces and designing and installing a shade structure over the Championship Courts; and ;pl, WHEREAS, the County and the To wrist Development} Council have committed additional funds toward the annual cost for hosting this event; and ,I; WHEREAS, the Parties recognize the County and ,Tourist Development Council's o p`i"a agree `'e nd the current commitment to the U.S. OPEN Pickleball Championships;.,-and to ��to, Hosting Agreement for an additional three years (through° May 2021) in recognition of the County's commitment; and WHEREAS, the Tourist Development Council has made,,a recommended finding that this expenditure of tour{st#development tax funds promotes tourism, and the Board of County Commissioners has.ac ted this-recommend d`finding and`lalso finds that this expenditure of tourist development tax funds promotes tourism;_ ' Slatenpent of Understanding .rder to cont the services provided for in the original Agreement referenced above, the Pa'ie�,s,agree to amencdtleiAgreement as provided herein: Int,=: Note: Language deleted has been struck through. New language has been underlined. � IN�. Section 3.1 Term:;;Both parties agree that the term of this Agreement will commence upon signature of the Chair anc shall remain in effect through May 1, 2018 May 2021. k . Section 2. The County's commitment toward the annual cost for hosting this event in future years is up to the following amounts: • 2017 $440,000 • 2018 $150,000 • 2019 $175,000 • 2020 $200,000 • 2021 $225,000 All other terms and conditions of the agreement shall remain in force. June 27, 2016. New Business 7-A(ii) 3of10 IN WITNESS WHEREOF,the parties have each, respectively, by an authorized person or agent, have executed this Amendment on the date(s) indicated below. Accepted: , 2016 OWNER: BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA Dwight E. Brock, Clerk By: BY: DONNA'FIALA, Chairman E Contractor First Witness CANT ry CTOi.{; SPTI IT PROMOTIONS By: iihOlP ,j�By: Print Name .;f tk ".,' ,IrtrM rrfAr14, L.44 rilrpleArrt liq I" P rjint lra9f. me and Title Contractor Second Witness By:Print Name i fxr�IApproved a ,,,, 1. k amand legay n 4,-,,,,h:-'I Y 1ii1i ._;� `i .6i a�iC .' : Colleen l . reene, Assistaint.CountylAttorney ��ra� w., irr,t�1 1iPk A8: ..:. rjr f"i '1-45,,,:,44-4.,,,,,,„,� Ilr'. w11'} June 27, 2016 New Business 7-A(ii) 4 of 10 16F4 LIS OPEN PICKLEBALL !O 1U :'r-IASePION.S.,4 Naples, Marco Island, Everglades Convention &Visitors Bureau & U.S. OPEN Pickleball Championships Hosting Agreement #15-6439 Overview: US OPEN Pickleball Championships ("US OPEN") desires to have Collier County host the 2016, 2017 and 2018 US OPEN Pickleball Championships at its facilities in Collier County, Florida. By hosting the largest and most prestigious pickleball tournament in the world, Collier County will immediately be internationally recognized as a "best in class" county for the sport of pickleball. This Agreement between Board of County Commissioners, Collier County Florida ("Host" or "Collier County") do Naples, Marco Island, Everglades Convention and Visitors Bureau as having a mailing address of 2660 N. Horseshoe Drive #105, Naples, FL, 34101 and Spirit Promotions ("Vendor" or "US OPEN") having a mailing address of 1325 Glengary Court, Wheeling, IL 60090. 1. US OPEN Agrees to Provide: • All appropriate event administration staff; • 3 year commitment to bring the US OPEN PICKLEBALL CHAMPIONSHIPS to Collier County, Florida; • Required liquor licenses to allow US OPEN the ability to sell alcohol beverages at the event. 2, Collier County Agrees to Provide: • Rent-free venues including East Naples Community Park and other space as 0 reasonably necessary through prior arrangement with Collier County Convention and Visitors Bureau staff, and additional event needs Including but not limited to the following items: ("-) Page 1 of 7 June 27,2016 New Business 7-A(ii) 5 of 10 • Use of the athletic courts for event purposes; 1 6 F J' • Collier County Parks and Recreation staffing; �} • Lighting as necessary to operate the event; • Adequate event parking; • Funding for a certified Athletic Trainers, Certified Massage Therapists, and Certified Personal Trainers not to exceed $5,000.00. Funding will be paid directly to Vendor, upon receipt of a proper invoice and in compliance with Chapter 218, Ha. Stats., otherwise known as the"Local Government Prompt Payment Act"; • Funding for police/EMT support not to exceed $5,000.00. Funding will be paid directly to Vendor, upon receipt of a proper invoice and in compliance with Chapter 218, Fla. Stats., otherwise known as the"Local Government Prompt Payment Act"; • Year round promotion on Collier County Convention and Visitors Bureau's sports marketing website, Facebook, and Twitter; • Collier County Convention and Visitors Bureau will assist with hotel logistics including gathering of rates and banquet needs; • Assistance with local volunteers in coordination with US OPEN leadership; • Concessions Operations if needed by prior arrangement with Collier County staff; • Assistance with Public Relations and Media Outreach; • Discounts to local attractions and restaurants; • Three(3)Year commitment to host event; • Administrative assistance with obtaining necessary permits including liquor license; • On site booth to assist with local attractions and suggestions for out of town visitors. 3. General Terms: 3.1 Term: Both parties agree that the term of this Agreement will commence upon signature of the Chair, and shall remain in effect through May 1, 2018. This Agreement shall not contain automatic renewals. This Agreement may be amended only by written agreement of both parties with the same formalities as herein expressed. 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. 3.2 Termination: Either party may terminate the Agreement for cause at any time upon 2 l June 27, 2016 New Business 7-A(ii) 6 of 10 16F4 thirty (30) days written notice to the other party for that party's failure to cure a materia breach hereunder within fourteen (14) days of receiving written notice of such breach. Material breach by US OPEN includes, but is not limited to, US OPEN's failure to carry out the terms in this agreement. Either party may terminate the Agreement for convenience with a sixty (60) day written notice. The removal of any Equipment belonging to the US OPEN will be the sole responsibility of US OPEN and shall occur prior to the expiration of sixty (60) days after notice is rendered. 3.3 Insurance: US OPEN shall at all times during the Agreement maintain insurance coverage at amounts that are commercially reasonable, including at least Comprehensive Am/ General Liability at $1,000,000. Worker's C pensation Liability at statutory limits, County. Collier County and at $1,000,000 and for any/all events conducted by Vendor in Collier ik 43//t/i4r and its affiliates shall be named as an additional insured on all such � policies of insurance and Company shall provide proof of insurance upon Collier County request. 3.4 Tax exemption: Collier County, Florida as a political subdivision of the State of Florida, is exempt from the payment of Florida sales tax to its Contractors/ConsultantsNendors under Chapter 212, Florida Statutes, Certificate of Exemption#85-8015966531C-1. 3.5 Indemnification: A. To the maximum extent permitted by Florida Law, Vendor shall indemnify and hold harmless the Host, its officers and employees from any and all liabilities, damages, losses, and costs, including, but not limited to, reasonable attorneys' fee and paralegals' fee to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of Vendor 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 the Host, The foregoing indemnification shall not constitute a waiver of sovereign immunity beyond limits set forth in section 768.28, Florida Statutes. 3 June 27,2016 New Business 7-A(ii) 7 of 10 16F4 B. The duty to defend under this Section is independent and separate from the duty to indemnify, and the duty to defend exists regardless of any ultimate liability of the Vendor, Host 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 Vendor. Vendor's obligation to indemnify and defend under this Section will survive the expiration or earlier termination of this Agreement until it is determined by final judgment that an action against the Host or an indemnified party for the matter indemnified hereunder is fully and finally barred by the applicable statute of limitations. 3.6 Compliance with Laws: By executing and entering into this agreement, the Vendor 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 Vendor 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 Vendor 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. CA 4 June 27,2016 New Business 7-A(ii) 164 (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. If a Vendor does not comply with a public records request, the public agency shall enforce the contract provisions in accordance with the contract. If Vendor observes that the Agreement Documents are at variance therewith, it shall promptly notify the County in writing. Failure by the Vendor 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. 3.7 Prompt Payment Act: Payment will be made upon receipt of a proper invoice and upon approval by the County's Project Manager and/or his designee, and in compliance with Chapter 218, Fla. Stats., otherwise known as the"Local Government Prompt Payment Act". 4. Event Quality and Experience Standards US OPEN agrees to deliver: • Open draw for both men and women will be offered; • A minimum of $20,000 will be offered as prize money. Equal prize money will be offered to the men's and women's draws; • Stadium court to showcase the event to all spectators and participants; • The US OPEN must maintain all current event standards (e.g. music, parties, bands, favors, media coverage, hospitality suites); • Staff clearly identifiable and distinguished from Collier County Convention and Visitors Bureau staff; • Staff to manage all aspects of the tournament; • A well organized amateur event (games scheduled properly, on time, professional media and communication; • A tournament and vendor village clean of garbage, towels and debris by the US OPEN staff at all times; • Trash receptors will be emptied by US OPEN staff; • US OPEN must deliver all terms agreed upon to their sponsor and partners at all times. 5. Vendor Village Commitments by US OPEN: • All tables will be draped with a table cloth that touches the ground; CA 5 June 27,2016 New Business 7-A(ii) 9 of 10 1 6 F4 • No wires will be visible or will be taped for security and safety; • Products will be displayed in a tasteful manner (display units, signage, etc) and in accordance to County standards, rules, and regulations; • No other county will be promoted. 6. Entire Agreement: This Agreement sets out the entire agreement between Collier County and US OPEN with respect to the subject matter contained herein. It supersedes all prior agreements, proposals, arrangements and communications, whether written or oral, with respect to the subject matter hereof. In the event of any conflict between a provision of the Agreement and a provision of an invoice, the provisions of this Agreement will prevail. No modification or waiver of this Agreement or any of the provisions hereof will bind either party unless an authorized agent of each party agrees in writing to the modification waiver. (signature page to follow) CAO 6 June 27,2016 New Business 7-A(ii) 1F4 IN WITNESS HEREOF, the parties execute this Agreement as of the date first written above. BOARD OF COUNTY COMMISSIONERS ATTEST: COLLIER COUNTY, FLORIDA Dwight E. Brock Clerk of Courts cc 01100.0"por a , �;r' r' �� ^ lkiatt' y B / e, .i6k . • ' Tim Nance, Chairman Dated: 41 its AA � t Chat man s -sioattire Op Spirit Promotions Vendor ;)Gfiel etpc,,,V21 By: X72--- FirskWitnes . //��l/Signaat'ure ` 1 I)D f/JYtn F�1-1 Lt W (G /J C do/►, áJ /f �J/iec- Typ )p t wi Hess nameft Type/print signature and title 1—V. ti - Second Witness Type/print witness name ' .proved as to Form and Legality: 14210 i/ IA .14/2/, , olieen M. Greene Assistant County Attorney Item# 1.12.. ..q ADgenateda q I tq t -- Reed LI( CA 7 August 22,2016 New Business 7-A(iii) 1 of 12 EXECUTIVE SUMMARY Recommendation to approve a Tourist Development Council Category "B" out of cycle marketing grant application for Spirit Promotions,Inc. in the amount of$71,000 to fund the promotion,event management, TV program production and airing costs for the 2017 US Open Pickleball Championships and make a finding that this expenditure promotes tourism. OBJECTIVE: To obtain Collier County Tourist Development Council grant funding for the 2017 US Open Pickleball Championships in Collier County. CONSIDERATIONS: The US Open Pickleball Championships will take place in Collier County at East Naples Community Park from April 23 - 30, 2017. This will be year two of a multi-year contractual commitment with Collier County to bring the US Open Championships to our community. The multi-year hosting commitment is a separate agreement with Spirit Promotions, Inc.,the event organizer. This out of cycle marketing grant request in the amount of $71,000 is to assist with promotion, management, production and airing of two hours of television coverage on CBS Sports Network. Collier County will receive three, 30 second TV spots in theprogram, to promote our area as a sports tourism destination of choice. The broadcast is anticipated to reach approximately 100 million homes throughout the United States and further drive our community's reputation as the Pickleball Capital of the World. The show will run prime time on a pre-determined weekend in June 2017 and have a minimum of one re- broadcast. The US Open Pickleball Championship organizers anticipate in excess of 1000 participants with an additional 10,000 spectators over the course of the six day event, resulting in direct visitor spending of approximately $1.25 million dollars to Collier County. This project meets the guidelines and criteria for funding eligibility as a Category"B"Marketing Grant. FISCAL IMPACT: Funds in the amount of $71,000 are available in the proposed FY 17 Tourism Division budget in Promotion Fund 184 for this grant request. GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan related to this action. LEGAL CONSIDERATIONS: This item has been approved as to form and legality and requires majority vote for approval.—CMG RECOMMENDATION: Recommendation to approve a Tourist Development Council Category "B" out of cycle marketing grant application for Spirit Promotions, Inc. in the amount of$71,000 to fund the promotion, event management,TV program production and airing costs for the 2017 US Open Pickleball Championships and make a finding that this expenditure promotes tourism. Prepared by: Jack Wert,Tourism Division Director Attachments: Grant Application August 22,2016 New Business 7-A(iii) 2 of 12 COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL (TDC) GRANT FUNDING APPLICATION REQUEST CATEGORY "B" MARKETING AND NON SPORTS EVENTS GRANTS FISCAL YEAR 2016-17 TIMETABLE FOR REVIEW: • Completed applications must be received in digital format or other written format by the Tourism Department Office no later than 5:00 P.M. on Friday,April 29, 2016. • Applications may also be delivered to the Tourism Development Division Office: 2660 North Horseshoe Dr, Suite 105 Naples,FL 34104 by Friday, April 29, 2016. • For further information, contact Kelly Green at telephone (239) 252-2384 or kellygreen@colliergov.net. The Tourist Development Council (TDC) will receive the recommendations from the Tourism Development Staff, and will review each qualifying applicant and prepare, in priority order, their recommendations for funding for Fiscal Year 2016-17. Funding recommendations of the TDC are final, and will be presented to the Board of County Commissioners as part of the County's budget process for FY 2016-17. After budget approval, contracts will be negotiated with the selected applicants, with assistance from the County Purchasing Department and the County Attorney's office, and then presented to the BCC for final approval. Appeals on funding recommendations may be made to the County Commission when recommendations are reviewed. Once executed, these contracts will be monitored and Requests for Fund Forms and Status Reports will be reviewed by the Tourism Director before submission to Clerk's Finance Department for potential reimbursement. No projects are approved and no funds may be expended until the contract is approved and signed by the Chairman of the Board of County Commissioners. All materials submitted with applications will become a matter of public record, open to inspection subject to Chapter 119,Florida Statutes. REQUIREMENTS: 1. All collateral material and advertisements should identify Collier County Tourism by displaying the CVB logo and website url (www.paradisecoast.com). 2. Reimbursement requests must include the following: vendor invoices, evidence that the vendor invoices have been paid and samples of the promotional materials produced or from media outlet. Should these documents be unavailable, the Grantee may submit other legally viable evidence of payment for consideration by the Clerk's Finance Department. No advanced payments are acceptable for reimbursement. August 22,2016 New Business 7-A(iii) 3 of 12 ALLOWABLE USES OF TOURIST TAX GRANT FUNDS INCLUDE: Category "B"Tourist Tax Grant funding is available for the following types of uses. 1. Advertising and promotional campaigns supporting events or marketing projects in media such as broadcast, web and regional print and distribution and must be placed in media that runs outside Collier County and out of County distribution of promotional materials is encouraged to promote overnight visitor stays in Collier County paid lodging. 2. Printing and distribution of promotional pieces, creative design, printing, copying, ad placement cost and distribution of direct mail. 3. Web site development or enhancement to promote the event with links to the CVB website to increase participation, attendance and awareness of the event and to generate hotel room nights and spending throughout the County. NON-ALLOWABLE USES OF TOURIST TAX GRANT FUNDS INCLUDE: 1. Prize money,scholarships, awards,plaques, or certificates. 2. Staff or contest judges travel. 3. Projects restricted to private or exclusive participation. 4. Private entertainment, food,and beverages and lodging. 5. Legal,medical,engineering,accounting, auditing,or feasibility study expenses or fees. 6. Salaries or supplements to salaries for existing or future staff,or employment of personnel directly or indirectly related to the project or event. 7. Tangible personal property including but not limited to office furnishings or equipment, permanent collections, or individual pieces of art. 8. Interest or reduction of deficits and loans. 9. Expenses incurred or obligated prior to or after the project period. 10. Advertising and promotional materials distributed after the event. 11. Payments for services or goods purchased for previous or other events. 12. Capital or infrastructure projects. 13. Payment for expenses that occur or are delivered prior to or after the effective date of the agreement with the grantee. 14. Advance deposits on any expenditure. August 22,2016 New Business 7-A(iii) 4 of 12 MARKETING GRANT CATEGORIES/GUIDELINES Priority for grant funding will be given to events held or marketing run during our destination's shoulder and slow season(May-November). Events must have the ability to attract overnight visitors to Collier County. I Major Events: Staged in the County that will attract large numbers of overnight visitors from outside the County.Examples are multiple-day art, food and entertainment festivals. II First Time Events: These include newly created events, or ones that have little history. Subsequent year funding will be determined by results of the first or subsequent year room night production resulting from the event. III Arts & Cultural Events: Two or more day events that can bring significant number of out of area visitors to Collier County using the same guidelines as events listed above. IV Marketing Assistance: Organizations located in Collier County that request marketing assistance for projects highlighting more than one tourism business that further the mission of the TDC and the CVB and do not meet the guidelines for a Category C-2 Museum grant. Examples would be production of brochures, maps, documentaries, special package promotions and facility marketing programs. August 22,2016 New Business 7-A(iii) 5 of 12 APPLICATION FOR GRANT FUNDING GENERAL INSTRUCTIONS 1. Please submit your completed application in digital format (no zip files) via email to Kelly Green, Tourist Tax Coordinator at kellygreen@colliergov.net or in printed format to the Tourism Office, 2660 N. Horseshoe Drive, Suite 105 Naples, FL 34104, attention: Kelly Green. 2. Complete each item of each applicable section. If a question does not apply to your organization, please insert(N/A). Contact Kelly Green at 239-252-2384 or kellygreen@colliergov.net with any questions. 3. Be sure to have your Chief Official and Secretary or their designee sign the application on the last page. 4. One copy of each of the following items is required and attached to original application: ( ) Charter, Articles of Incorporation, By-Laws, Proof of Current State of Florida Status(except government entities) ( ) Authority to apply for these tourism tax funds. ( ) IRS Determination Letter of non-profit status ( ) Form 990(except government entities) ( ) Proof of Liability Insurance naming Collier County as an additional insured that will be in effect during the grant period. Name of Grant Preparer: (Please Print) Terri Graham Signature of Grant Preparer_Terri Graham_Date June 30, 2016 August 22,2016 New Business 7-A(iii) 6 of 12 COLLIER COUNTY GOVERNMENT TOURIST DEVELOPMENT COUNCIL GRANT APPLICATION CATEGORY "B" MARKETING OR EVENT GRANTS FY 16-17 I GENERAL INFORMATION To assist us in evaluating the impact your project may have on Collier County and to better understand what support you are requesting,the following questions must be answered in full. (1) LEGAL NAME OF ORGANIZATION Spirit Promotions (2) NAME OF PROJECT OR EVENT US OPEN Pickleball Championships-April 23-30,2017 (3) Contact Person's Name: Terri Graham Phone#: Cell Phone#_239-777-2969 E-mail Address: terri@usopenpickleballchampionship.com (4) COMPLETE ADDRESS OF ORGANIZATION: STREET Emerald Beach—500 Saturn Court-#74 CITY Marco Island ST FL ZIP 34145 PHONE: 239-777-2969_ FAX: WEBSITE: USOPENPICKLEBALLCHAMPIONSHIP.COM (5) ORGANIZATION'S CHIEF OFFICIAL'S NAME: Terri Graham TITLE: President_ Address if different from above: PHONE: FAX: E-Mail: (6) ORGANIZATIONAL STRUCTURE: ()NON-PROFIT ( )GOVERNMENT AGENCY (X)FOR-PROFIT ORGANIZATION (7) GRANT AMOUNT REQUESTED: $ 71,000 (8) PROJECT TYPE(Check all that apply) August 22,2016 New Business 7-A(iii) 7 of 12 ( )PROMOTIONAL MATERIALS(Brochures,flyers,website) ()MARKETING PROGRAM (Advertising, Public Relations, Digital or Social Media) (X)OTHER(Describe)_CBS Sports Network telecast (9) If the entire Tourist Tax funding request cannot be funded,may the project be restructured with less funding? ( X)YES ( )NO (10). PROJECT DESCRIPTION: describe in detail the project for which funding is requested Produce and broadcast two hours of the US OPEN Pickleball Championships reaching a potential 50MM subscribers (11).APPLICANT'S GRANT HISTORY: Have you received previous grant assistance from the Collier County Tourist Development Council? (X)YES ( )NO. If"Yes", specify the year(s),the project name,the amount of the grant awarded and the number of visitors and hotel room nights generated by the grant activity. YEAR 2016 PROJECT/EVENT NAME_US Open Pickleball Championships PREVIOUS GRANT AMOUNT$ $25,000 #VISITORS ATTRACTED:_10,000_#HOTEL ROOM NIGHTS GENERATED 1500 Please add additional year grant details below using the format above. If you have previously received funding from the TDC, please attach a copy of your FINAL STATUS REPORT including attendance, economic impact and other information that will assist the tourism staff to evaluate your prior experience. (12). OTHER FUNDING SOURCES: List the sources and amounts of confirmed other funds and planned revenue sources to support the amount of the grant.Tourist Tax grant funds cannot be the sole source of funding. Event sponsors $ 80,000 Personal funding $ 50,000 TOTAL OTHER Funds: $130,000 (13) Provide projections of the Direct Economic Impact this project will have on Collier County using the event calculator available on County website at http://www.colliergov.net/index.aspx?page=847. Projected#of Overnight Visitors 1500 Hotel Room Nights_2000_ Tourist Tax Revenue$60,891.88 _Direct Visitor Spending$1,254,778.00 August 22,2016 New Business 7-A(iii) of 12 Economic Impact: $ 5,817,788.44 PROJECT BUDGET RECAP INCOME SOURCES: TOURIST DEVELOPMENT TAX GRANT REQUEST $71,000 TOTAL ADDITIONAL FUNDING SOURCES (From#12 previous page) $ 130,000 OTHER INCOME SOURCES $ TOTAL INCOME-ALL SOURCES $_201,000 PROJECT EXPENSES: Intended Uses of Tourist Tax Grant Funds: Please refer to authorized and unauthorized uses on page 2. Provide an itemized summary indicating the intended use of Tourist Development Tax(TDT)funds. Please be as explicit as possible,including planned cities where advertising or promotional materials will be placed. Indicate the total amount you plan to spend for each category or promotion. Use additional sheets if necessary. Digital Wave Production Company $ $27,000 _CBS Sports network 2 hour time buy $ $32,000 _Sunbelt generator rental $ $2,000 Live Streaming $ $10,000 Total Tourist Tax Grant Expenses Planned: $ $71,000 Other Project Expenses not using Tourist tax grant funds: Scaffolding and/or rental of lifts $5,000 Food for participants& spectators $50,000 Building Championship Court $20,000 Renting A/V equipment $25,000 Team Travel to Naples $20,000 Renting tents,tables,chairs,etc $35,000 Rental white board Sunbelt $4,000 Beer,soda,beverages $10,000 August 22,2016 New Business 7-A(iii) 9 of 12 Printing programs,credentials,etc $20,000 Participants Souvenir shirts $27,000 Event Insurance $6,000 Prize Money $35,000 Lawyer fees $14,000 Website Designer $8,000 Administration fees $5,000 Entertainment $14,000 Payment to hired staff $22,000 Home Depot misc items $10,000 Chairs to put on bleachers $10,000 Electronics,TV monitors,scanners $10,000 Taylor Rental stage rental $4,000 Pipe& drape $4,000 The Live Room studio recordings $5,000 Printing of banners $8,000 Misc. Expenses $20,000 $ 391,000_ $ $ $ Total Other Project Expenses: $ 391,000 TOTAL PROJECT EXPENSES $ Profit(Loss) $ August 22, 2016 New Business 7-A(iii) 10 of 12 CERTIFICATION Please attach a copy of the Corporate Minutes or proof of authority authorizing this application for Tourist Tax Grant funds for the purposes stated in this application I have reviewed this Application for Grant Funds from Collier County for FY 2016-17. I am in full agreement with the information contained herein and have the authority to request this funding on behalf of the organization. To the best of my knowledge, the information contained in this Application and its attachments is accurate and complete. Chief Officer(or designee): Terri Graham Signature _Terri Graham,President Printed Name and Title _June 30,2016 Date Organization Secretary(or designee) Chris Evon_Signature Chris Evon,Executive Director Printed Name and Title June 30,2016 Date August 22,2016 New Business 7-A(iii) 11 of 12 Tourism Grant Information 2016 Was this a first time project? • Yes What hotels/motels were utilized to support the project and how many many? • Green Links • Bellasara • Holiday Inn Express • Bay Front • Springhill Suites • Fairfield Inn • Marco Island Marriott • Hyatt House • Courtyard • Staybridge • Silver Lakes RV • Pelican Lake Motor Coach • Neopolitan RV • VRBO • 1500+ room nights What is the total economic impact and revenue generated from this event? • 2.0MM Total Expenses (Have all vendors been paid?) • $335,000—yes all have been paid August 22,2016 New Business 7-A(iii) 12 of 12 List the vendors that have been paid: • Big C Events • CBSSN • Digital Wave Media • Sunbelt Rental • Taylor Rental • DLee Rentals • Varney Insurance • JJ Taylor • Billy Bridger DJ Productions • OK Koral • Tri Corps Security • Sheriff's Department • JW Craft • Rollout wear What is the number of the total participants that visited the project? • 812 What is the percentage of the total visitors from outside of Collier County? • 85% What problems occurred if any during the project event? • Outside of the heat we did not have any problems List any out-of-county advertising, marketing, and/or public relations that was used to support the project and attach samples. • CBS Sports Network televised the event on May 20& May 23. Additional time slots will be added over the next few months • 2 ads in Pickleball Magazine How could the project have been improved or expanded? • If we had more pickleball courts we would be able to handle more participants • If we add one, or two days to the event we will be able to accept more players and host more clinics, demos and parties to attract more players and spectators August 22, 2016 New Business 7-A(iv) 1 of 8 EXECUTIVE SUMMARY Recommendation to approve Tourism Category "B" funding for the contract between Collier County and Spirit Promotions for reimbursement of the operating expenses for the 2017 US Open Pickleball Championships in the amount of $60,000 and make a finding that this expenditure promotes tourism. OBJECTIVE: To approve the reimbursement of the 2017 US Open Pickleball Championship event operating expenses. CONSIDERATIONS: The US Open Pickleball Championships will take place in Collier County at East Naples Community Park from April 23 - 30, 2017. This will be year two of a multi-year contractual commitment with Collier County to bring the US Open Championships to our community. The multi-year hosting commitment is a separate agreement with Spirit Promotions, Inc.,the event organizer. This contract will cover the following event operating expenses that Spirit Promotions will incur in support of the 2017 US Open Pickleball Championships, and each year the event is hosted in Collier County the operating expenses will be negotiated. Type of Expense Projected Cost Trailer Restrooms Rental $8,000 Portable Showers $10,000 Portable Generators/Flooring $2,000 Misting Tents $5,000 Traffic Control Officers $5,000 Portable Bleacher Rental $10,000 Participant Promotional Items $10,000 Offsite Parking Rental $5,000 TOTAL PROJECTED EXPENSES $60,000 The US Open Pickleball Championship organizers anticipate in excess of 1000 participants with an additional 10,000 spectators over the course of the six day event, resulting in direct visitor spending of approximately$1.25 million dollars to Collier County. FISCAL IMPACT: Funds in the amount of $60,000 are available in the proposed FY 17 Tourism Division budget in Promotion Fund 184 for these event expenses. GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan related to this action. LEGAL CONSIDERATIONS: This item has been approved as to form and legality and requires majority vote for approval.—CMG August 22,2016 New Business 7-A(iv) 2 of 8 RECOMMENDATION: Recommendation to approve Tourism Category "B" funding for the contract between Collier County and Spirit Promotions for reimbursing the operating expenses for the 2017 US Open Pickleball Championships in the amount of $60,000 and make a finding that this expenditure promotes tourism. Prepared by: Jack Wert,Tourism Division Director Attachments: Operating Expenses Contract August 22, 2016 New Business 7-A(iv) 3of8 2017 U.S. OPEN Pickleball Championships Event Operational Expenses Agreement#16-7008 Overview: US OPEN Pickleball Championships ("US OPEN") has chosen Collier County to host the 2017 through 2021 US OPEN Pickleball Championships at the East Naples Community Park in Collier County, Florida. This Agreement between Board of County Commissioners, Collier County Florida ("Host" or • "Collier County") on behalf of the Naples, Marco Island, Everglades Convention and Visitors Bureau (CVB) having a mailing address of 2660 N. Horseshoe Drive#105, Naples, FL, 34104 and Spirit Promotions ("Vendor" or "US OPEN") having a mailing address of 1325 Glengary Court, Wheeling, IL 60090. 1. US OPEN Agrees to Provide: • All appropriate event administration staff; • 7 year commitment to bring the US OPEN PICKLEBALL CHAMPIONSHIPS to Collier County, Florida; • Required liquor licenses to allow US OPEN the ability to sell alcohol beverages at the event. 2. Collier County Agrees to Provide: East Naples Community Park Pickleball courts and other park amenities as reasonably necessary for the event through prior arrangement with Collier County Parks and Recreation and Tourism Divisions at a cost not to exceed $10,000 to be paid by Collier County and provide additional US OPEN event needs including but not limited to the following: • Year round promotion on Collier County Convention and Visitors Bureau sports marketing website, Facebook, and Twitter channels; • Assistance with hotel logistics including gathering of rates and banquet needs; • Assistance with local volunteers in coordination with US OPEN leadership; • Concessions Operations if needed by prior arrangement with Collier County staff; • Assistance with Public Relations and Media Outreach; • Discounts to local attractions and restaurants; • Administrative assistance with obtaining necessary permits including liquor license; • On site visitor information table to assist with local attractions and suggestions for out of town visitors; Page 1 of 6 Ct,O August 22, 2016 3. Expenses: New Business 7-A(iv) 4 of 8 The following expenses will be paid to the supplying vendors by US OPEN and then invoiced at actual cost with no mark-up to Collier County for reimbursement accompanied by all receipts, vendor invoices and payment verification information. US OPEN will be reimbursed by Collier County upon receipt of a proper invoice and upon approval by the County's Project Manager and/or his designee, and in compliance with Chapter 218, Fla. Stats., otherwise known as the "Local Government Prompt Payment Act." The annual expenses are listed in Exhibit A, attached hereto. 4. General Terms: 4.1 Term: Both parties agree that the term of this Agreement will commence upon approval of the Board of County Commission, and shall remain in effect through September 30, 2017. The parties may renew this Agreement each year through September 30, 2021, contingent upon the parties negotiating each year the operating expenses in Exhibit A. Collier County shall give the US Open written notice of the Collier County's intention to renew the Agreement term prior to the end of the Agreement term then in effect. This Agreement shall not contain automatic renewals. This Agreement may be amended only by written agreement of both parties with the same formalities as herein expressed. 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. 4.2 Termination: Either party may terminate the Agreement for cause at any time upon thirty (30) days written notice to the other party for that party's failure to cure a material breach hereunder within fourteen (14) days of receiving written notice of such breach. Material breach by US OPEN includes, but is not limited to, US Open's failure to carry out the terms in this agreement. Either party may terminate the Agreement for convenience with a sixty (60) day written notice. The removal of any Equipment belonging or leased/rented to the US OPEN will be the sole responsibility of US OPEN and shall occur prior to the expiration of sixty (60) days after notice is rendered. 4.3 Insurance: US OPEN shall at all times during the Agreement maintain insurance coverage at amounts that are commercially reasonable, including at least Comprehensive General Liability at $1,000,000. Collier County and its affiliates shall be named as an additional insured on all such policies of insurance and Company shall provide proof of insurance upon at least 7 days prior to the start of the US Open event or at Collier County's request. Page 2 of 6 CAO August 22,2016 New Business 7-A(iv) 5 of 8 4.4 Tax exemption: Collier County, Florida as a political subdivision of the State of Florida, is exempt from the payment of Florida sales tax to its Contractors/ConsultantsNendors under Chapter 212, Florida Statutes, Certificate of Exemption#85-8015966531 C-1. 4.5 Indemnification: A. To the maximum extent permitted by Florida Law, Vendor shall indemnify and hold harmless the Host, its officers and employees from any and all liabilities, damages, losses, and costs, including, but not limited to, reasonable attorneys' fee and paralegals' fee to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of Vendor 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 the Host. The foregoing indemnification shall not constitute a waiver of sovereign immunity beyond limits set forth in section 768.28, Florida Statutes. B. The duty to defend under this Section is independent and separate from the duty to indemnify, and the duty to defend exists regardless of any ultimate liability of the Vendor, Host 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 Vendor. Vendor's obligation to indemnify and defend under this Section will survive the expiration or earlier termination of this Agreement until it is determined by final judgment that an action against the Host or an indemnified party for the matter indemnified hereunder is fully and finally barred by the applicable statute of limitations. 4. 6 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)-(b) as stated as follows: Page 3 of 6 CA) August 22, 2016 New Business 7-A(iv) IF THE CONTRACTOR HAS QUESTIONS REGARDING 61111E APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: Communication and Customer Relations Division 3299 Tamiami Trail East, Suite 102 Naples, FL 34112-5746 Telephone: (239) 252-8383 The Contractor must specifically comply with the Florida Public Records Law to: 1. Keep and maintain public records required by the public agency to perform the service. 2. Upon request from the public agency's custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. 3. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the Contractor does not transfer the records to the public agency. 4. Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the Contractor or keep and maintain public records required by the public agency to perform the service. If the Contractor transfers all public records to the public agency upon completion of the contract, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Contractor keeps and maintains public records upon completion of the contract, the Contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the public agency, upon request from the public agency's custodian of public records, in a format that is compatible with the information technology systems of the public agency. 4.8 Entire Agreement: This Agreement sets out the entire agreement between Collier County and US OPEN with respect to the subject matter contained herein. It supersedes all prior agreements, proposals, arrangements and communications, whether written or oral, with respect to the subject matter hereof. In the event of any conflict between a provision of the Agreement and a provision of an invoice, the provisions of this Agreement will prevail. No modification or waiver of this Agreement or any of the provisions hereof will bind either party unless an authorized agent of each party agrees in writing to the modification waiver. Page 4 of 6 ,CAO August 22,2016 New Business 7-A(iv) 7 of 8 IN WITNESS HEREOF, the parties execute this Agreement as of the date first written above. BOARD OF COUNTY COMMISSIONERS ATTEST: COLLIER COUNTY, FLORIDA Dwight E. Brock, Clerk of Courts By: By: Dated: Donna Fiala, Chairman Spirit Promotions Vendor First Witness: By: By: Signature Print Name and Title Print Name and Title Second Witness: By: Print Name and Title Approved as to Form and Legality: Colleen M. Greene Assistant County Attorney Page 5 of 6 August 22,2016 New Business 7-A(iv) 8 of 8 EXHIBIT A Type of Expense - Projected.Cost For 2017 Trailer Restrooms Rental $8,000 Portable Showers $10,000 Portable Generators/Flooring $2,000 Misting Tents $5,000 Traffic Control Officers $5,000 Portable Bleacher Rental $10,000 Participant Promotional Items $10,000 Offsite Parking Rental $5,000 TOTAL PROJECTED EXPENSES $60,000 Page 6 of 6 CAO August 22,2016 New Business 7-A(v) 1 of 1 EXECUTIVE SUMMARY Recommend approval of Tourist Development Tax Category "B" funding to support the three upcoming FY 16 Sports Events up to $24,900.00 and make a finding that these expenditures promote tourism. OBJECTIVE: Approve funding support for managing and promoting three upcoming sports events in Collier County during FY 16. CONSIDERATIONS: Collier County is scheduled to host the following events in October and November of 2016. The Tourism Division Sports Marketing Team has attracted these prestigious events to our community. The projected hosting costs to manage and promote these events are based on our past experience with similar events. The Tourism Division proposes to pay Parks and Recreation for the field rental and event support expenses for each event. Field rental and event assistance is an authorized expenditure for the BCC approved Sports Assistance Program. Funding for these events is subject to Board approval. Nations Fall State Championship will take place October 21-23, 2016. This event features youth baseball and will attract 40 teams to compete in the tournament. The event generated 500 room nights in 2015, and will utilize multiple County park facilities to facilitate the growing event this year. The expenses to be paid for this event will be facility rental to North Collier Regional Park, Veterans Park, and Golden Gate Community Park, as well as, assistance with officials fees up to a total cost of $5,000.00. Suncoast Invitational will take place November 5-6, 2016. This is a youth soccer event with a field of competition for both boys and girls ages 9 to 19. The tournament looks to garner a field of 75 teams and is projected to generate 600 room nights within the county. The expenses to be paid for this event will be facility rental to North Collier Regional Park, officials' fees, and athletic training assistance up to a total cost of$8,200.00. Paradise Shootout will take place from November 12-13, 2016. This event features lacrosse and will attract approximately 40 teams to the event. The event generated 500 room nights this past year, and looks to add more teams to the competition this year. The expenses to be paid for this event will be facility rental to North Collier Regional Park and assistance with marketing including a program, email blast, and website ads to promote the event, up to a total cost of$11,700.00. FISCAL IMPACT: Funding of up to $24,900.00 for these four events is included in the BCC approved FY 16 Tourism Department budget in Fund 184 for Sports Marketing Event support. GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan from this action. LEGAL CONSIDERATION: This item has been approved as to form and legality and requires majority vote for approval.—CMG RECOMMENDATION: That the Tourist Development Council approves Tourist Development Tax Category"B"funding to support four upcoming FY 16 sports events up to$24,900.00 and make a finding that these expenditures promote tourism. Prepared By: Michael Obyc, Senior Sports Marketing Manager August 22,2016 New Business 7-B(i) 1 of 5 EXECUTIVE SUMMARY Recommendation to approve Category B Tourist Development Tax funding to the University of Florida Extension Service to conduct an ecotourism training assessment for Collier County Convention and Visitors Bureau and make a finding that this expenditure promotes tourism OBJECTIVE: Approval of a study to identify partnerships to assist the Tourism Division in promoting eco tourism in Collier County. CONSIDERATIONS: The University of Florida Extension Service has proposed to develop a study to be conducted by Extension office staff(all are State of Florida or University of Florida employees that the County will share in their salary and benefit cost) and University of Florida staff on eco tourism. This study would consist of focus groups and face to face interviews with individuals and groups such as eco tour providers, hotels, transportation companies, visitors, citizens and others in the community with an interest in furthering eco tourism in Collier County. The results of this research would be compiled and reports created for presentation to the Tourist Development Council and County Commission. The goal of the Extension Office staff is to identify a training and education program targeted to eco tourism businesses in Southwest Florida and to educate visitors to this area on how to access and enjoy the eco experiences offered here. The phases of the project are proposed as follows: Phase I: DELIVERABLES: • A written list of individuals, agencies, businesses, interest groups,citizens and others to be targeted for input through focus group meetings. DELIVERY DATE: Within 30 calendar days from issuance of a notice to proceed. AMOUNT TO BE PAID: $6,600(includes salary,travel, and equipment) Phase II: DELIVERABLES: • An itemized list of focus group meetings(including date,time, place and the names of those attending)conducted pertaining to the prospective development of local ecotourism training and awareness programs. • A summary of the input received from the various meetings,including a draft questionnaire that includes questions to gather data from the local business community, citizens, and visitors. • A proposed plan for implementing the survey. DELIVERY DATE: Within 60 calendar days from issuance of notice to proceed AMOUNT TO BE PAID: $11,000(includes salary,travel, and equipment) Phase III: DELIVERABLES: • An itemized list of all surveys conducted including:survey dates survey;targeted audience(s); number of individuals solicited; and number of responses received. • A complete analysis of the survey data that includes trends, areas of strong agreement, disagreement, etc. • An informed opinion as to whether there is sufficient local interest in developing a training and educational program targeted to ecotourism businesses and visitors and if so, a brief narrative that identifies recommended implementation strategies. August 22,2016 New Business 7-B(i) 2 of 5 DELIVERY DATE: Within 90 calendar days from issuance of a notice to proceed AMOUNT TO BE PAID: $19,250(includes salary,travel, and equipment) The Collier County Procurement Ordinance 2013-69(as amended)indicates a waiver to the requirement for three quotes for Educational Institutions per section eight, part B 2 for purchases under$50,000: B. The requirements for requesting quotes from three(3)or more sources may be waived by the Procurement Services Director to the extent authorized by law for: 2. Professional services; and, in instances where commodities or services are purchased directly from the owner of a copyright or patent, a governmental agency,a recognized educational institution,or when there are no other identifiable sources available. The work will be awarded via County Purchase Order. FISCAL IMPACT: The projected cost to Collier County for this study would be $36,850. Funding would come from Fund 184 Contractual Services in the proposed FY 17 Tourism Division budget. GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan with this Executive Summary LEGAL CONSIDERATIONS: This item has been approved as to form and legality and requires majority vote for approval. —CMG RECOMMENDATION: Recommendation to approve Category B Tourist Development Tax funding to the University of Florida Extension Service to conduct an ecotourism training assessment for Collier County Tourism and make a finding that this project promotes tourism. Prepared by: Jack Wert,Tourism Director Attachments: (1) University of Florida Extension Service Proposal August 22, 2016 New Business 7-B(i) 3 of 5 OF/IFAS 118 Newins-Ziegler Hall School of Forest Resources and Conservation PO Box 110410 Gainesville,FL 32611-0410 Expanding Collier County's Tourism Market and Value through an Extension Education Needs Assessment Submitted by Dr.Taylor Stein,professor and Dr.Jose Soto, post doc School of Forest Resources and Conservation This proposal provides a scope of work and budget for a needs assessment for Collier County, which would focus on identifying ecotourism training and educational opportunities for County businesses and stakeholders by the Collier County Extension Office. A needs assessment is an essential first step in developing any major educational program.Therefore,this assessment will be designed to provide a framework in which UF Extension can partner with Collier County tourism professionals to develop a strategy,which will allow UF Extension to best assist in tourism development and promotion. Although the proposed needs assessment will be designed to identify and clarify the focus of an ecotourism Extension program in Collier County,it is expected that this position would provide a variety of benefits to the Naples, Marco Island, Everglades Convention and Visitors Bureau. For example,an Extension education program could • help develop new tourism opportunities in partnership with the CVB by helping to create new ecotourism-related businesses,partnerships,and tourism packages,which would attract new visitors to the County as well as extend the stay of existing visitors; • research and educate existing tourism businesses on trends related to emerging nature- based activities and marketing approaches to attract and reach key audiences (e.g., millennials); • partner with the CVB to inventory nature-based attractions and develop an Internet portal of those attractions throughout Collier County for tourists and local residents; and • develop and expand tourism partnerships with public environmental agencies like National Park Service and Florida State parks and other institutions like the Conservancy of Southwest Florida to add value to the variety of nature areas and sustainable initiatives that currently exist in Collier. As Collier County continues to be one of the most popular tourist destinations on Florida's Gulf Coast,there is potential for businesses to take increased advantage of the numerous nature- based recreation and tourism opportunities available. Collier County is already known for spectacular nature-based attractions,managed by numerous public land management agencies (e.g., Big Cypress National Preserve,Ten Thousand Islands National Wildlife Refuge, Fakahatchee Strand State Preserve,and many others).Also, several environmental organizations like the Conservancy of Southwest Florida and Audubon Corkscrew Swamp Sanctuary have long embraced ecotourism as an education and economic tool.A variety of Collier County businesses currently exist that accommodate the diverse needs of eco-travelers; August 22,2016 New Business 7-B(i) 4 of 5 however,a focused, ecotourism education program could greatly increase and improve the economic opportunities provided by ecotourism in Collier County. Given the existing success of ecotourism opportunities in Collier County,it is logical for the County to focus on educational and development initiatives,which will better position the county as an ecotourism destination.The UF Extension Program has a long history of working with business and landowners to develop,expand, and improve economic opportunities dependent upon Florida's natural resources. The Collier County Extension Office is in a strong position to provide important, consistent, and relevant educational opportunities to help landowners and businesses capture this growing ecotourism market. However,to ensure success, an educational program,such as this, must understand its audience,type of information and skills they need, and desired educational approaches before it begins.The proposed needs assessment is designed to answer these key questions. Scope of Work To conduct this needs assessment,University of Florida researchers and Extension personnel will implement the following three step process: 1. Identify key audiences. • Work with the Tourist Development Council and Naples/Marco Island/Everglades Convention &Visitors Bureau to conduct a needs assessment of their members; • Identify other potential audiences they believe could be served with this needs assessment such as rental companies,transportation companies (e.g.,bike shops, outdoor sports equipment transportation -- kayaks,paddleboards, canoes),and restaurants; and • Engage other audiences: permanent residents,public land management agencies (e.g., city,county,and state park agencies),environmental groups,visitors,and/or retirees. DELIVERABLES: A written list of individuals,agencies,businesses,interest groups, citizens and others to be targeted for input through focus group meetings. DELIVERY DATE: Within 30 calendar days from the issuance of a notice to proceed. AMOUNT TO BE PAID: $6600 (includes salary,travel,and equipment) 2. Conduct focus/nominal groups with audiences to identify a comprehensive list of topics ecotourism training needs. Potential questions would be asked that provide a broad overview of the topics and educational channels,which would most benefit them through an ecotourism Extension program. Questions could include • What would they like to see happen as a result of ecotourism? (For hotels, do they expect to see an uptick in people staying the extra day? Do businesses hope to see x% of growth?) • What are they currently doing now to promote ecotourism? • What information or other resources do they need to help them get to where they want to go? August 22,2016 New Business 7-B(i) 5 of 5 • What do they already know/want to know about ecotourism? DELIVERABLES: • An itemized list of focus group meetings (including date,time,place and the names of those attending) conducted pertaining to the prospective development of local ecotourism training and awareness programs. • A summary of the input received from the various meetings,including a draft questionnaire that includes questions to gather data from the local business community, citizens, and visitors. • A proposed plan for implementing the survey. DELIVERY DATE: Within 60 calendar days from the issuance of a notice to proceed AMOUNT TO BE PAID: $11,000 (includes salary, travel, and equipment) 3. Survey existing and potential tourism professionals to determine their interest and motivation to participate in ecotourism Extension workshop opportunities. • Convert focus group information, along with existing ecotourism needs assessment research, into a survey of Collier County tourism businesses and stakeholders. • Identify the most appropriate method to distribute the survey-on-line,mail-back, and/or in person. • Administer the survey to key audiences. • Enter and analyze data. • Develop reports and presentations to highlight key ecotourism topics to be addressed by an Extension program in ecotourism. DELIVERABLES: • An itemized list of all surveys conducted including: survey dates survey; targeted audience(s); number of individuals solicited; and number of responses received. • A complete analysis of the survey data that includes trends, areas of strong agreement, disagreement, etc. • An informed opinion as to whether there is sufficient local interest in developing an training and educational program targeted to ecotourism businesses and visitors and if so,a brief narrative that identifies recommended implementation strategies. DELIVERY DATE: Within 90 calendar days from the issuance of a notice to proceed AMOUNT TO BE PAID: $19,250 (includes salary,travel, and equipment) Direct responses to: Taylor Stein, Professor tstein@ufl.edu 352-846-0860 FAX 352-846-1277 August 22,2016 New Business 7-B(ii) 1 of 7 EXECUTIVE SUMMARY Recommendation to approve a work order using Contract No. 13-6164 to Agnoli, Barber & Brundage, Inc. to determine feasibility of suitable expansion or development of existing parklands and lands in private ownership for Sports Tourism venues in the amount of$41,740.00; authorize necessary budget amendment; and make a finding that this expenditure promotes tourism. OBJECTIVE: Provide an analysis of existing sites within Collier County to determine feasibility for expansion or development of Sport Tourism venues which would serve both local recreational needs and pursue sports tourism objectives. CONSIDERATION: Recently, the Board of County Commissioners (June 28, 2016, Item 11A) voted to pursue the feasibility of sites identified by Hunden Strategic Partners for Sports Tourism venues in Collier County. There was the desire to develop a detailed analysis of land use for existing and potential parklands and lands currently in private ownership based on information provided in the Hunden Report. The County is seeking this analysis for a preliminary engineering overview for expansion at North Collier Regional Park, potential development at Manatee Community Park, and expansion at East Naples Community Park. Staff is also looking at developing feasibility with two properties that have recently emerged for potential alternate use—the Golden Gate Golf Course and Magnolia Pond Drive. Sports Tourism has grown dramatically in Collier County over the past few years. These events occur at times of year when our community needs additional visitors and when our hotels and other accommodations are in need of additional occupancy. Current facilities are near capacity and future growth in the number of events and in the number of visitors will be very limited. FISCAL IMPACT: Funding in the amount of $41,740 is available from TDC Tourism Disaster Recovery & Promotion Reserve Fund (196). A budget amendment moving funds from reserves into an expenditure budget is required. GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan from this action. LEGAL CONSIDERATIONS: This item has been reviewed as to form and legality and requires majority vote for approval.–CMG RECOMMENDATION(S): That the Tourist Development Council recommends: 1. Approval of a work order using Contract No. 13-6164 to Agnoli, Barber & Brundage, Inc. to determine feasibility of suitable expansion or development of existing parklands and lands in private ownership for Sports Tourism venues; 2. Authorize necessary budget amendment; 3. Make a finding that this expenditure promotes tourism Prepared by: Margaret A. Bishop, P.E., Senior Project Manager,Facilities Management Division Attachment: Scope of Services August 22,2016 • New Business 7-B(ii) • AGNOLI 2 of 7 BARBER & RUNDAGE, INC. Professional Engineers, Planners & .Land Surveyors Collier County:7400'Famiarni buil N.-Nnples.FL 34100 Ph.:(239)597-3111-Fox,(23°)51,6-2203 August 3, 2016 Ms. Margaret Bishop,P.E. Collier County Facilities Management Department Planning and Project Management Division Via electronic delivery Re: Collier County Parks Feasibility Studies Dear Ms. Bishop, At your request,Agnoli,Barber&Brundage,Inc.,is pleased to submit this proposal to render professional services on the above referenced project. Agnoli, Barber & Brundage, Inc, hereinafter referred to as ABB, proposes to provide Collier County,hereinafter referred to as Client,the professional services outlined in the attached Exhibit A. The specific terms of this agreement are to be governed by Collier County Contract 13-6164. 1. Scope of Services The scope of services for this project is enumerated on Exhibit A attached. 2. TIME OF PERFORMANCE ABB will start services promptly upon receipt of the following: a Work Order and NTP from Collier County. We request a purchase order expiration of one year from NTP. 3. OUTSIDE SERVICES Outside services not specifically included in this Agreement are as follows: A. Geotechnical Engineering B. Structural Engineering Services C. Transportation Planning/Engineering Services D. Materials Testing E. Hazardous Waste Assessments F. Legal Services G. Environmental/Wildlife Assessments and Permitting H. Services not specifically described in Exhibit A of this Agreement 4. RESPONSIBILITIES OF CLIENT ABB's performance under this Agreement is contingent upon the Client or others designated by the Client providing ABB with: Page 1 of 6 /Users/amico/Dropbox/Proposals/CC Parks Feasability rev.I.docx August 22,2016 New Business 7-B(ii) 3 of 7 A. All documents, information relating to special or extraordinary considerations, existing permits, maps, deeds, easements, abstracts, surveys, topography or other information in the client's possession relating to the project. B. In writing of all client's criteria,design,construction and other requirements for the project. C. Any existing surveys of the property. D. Guarantee of access to and make provisions for ABB and its subcontractors to enter upon public and private lands as required to perform their work under this Agreement. E. Client is responsible for all governmental permit fees. PURSUANT TO FLORIDA STATUTES SECTION 558.0035(1)(c), AN INDIVIDUAL EMPLOYEE OR AGENT MAY NOT BE HELD INDIVIDUALLY LIABLE FOR NEGLIGENCE. Sincerely, Do/11;,7ic 4 4/71;C_c:p Dominick J. Amico, P.E.,V.P. AGNOLI,BARBER&BRUNDAGE, INC. August 22,2016 New Business 7-B(ii) 4 of 7 ■Scope of Services ICollier County has need to expand its parks/athletic facilities as recently detailed in a report issued by Hunden Strategic Partners (HSP). The HSP report analyses the specific needs o the County and highlights several sites for possible expansion. The scope of this proposal is to provide a high level land use and preliminary engineering overview of the sites as discussed in a meeting with County staff on 7/29/16. Task completion is on a lump sum basis as requested, meetings and reimbursable tasks are T/M. ':, M7.47: ':=117, a vI it A4"lK7,115 h — 2 7 1 J 7, ''I 1elld 1Iin lI""* t 1 „ ,, I, P t, i a I� r'ia iLi 12 .,,..,, ,.c.__. `__E ..: .Lw=,_ " ',1L,,.„ _ . , .i A. North Collier Regional Park $6,500 LS Collier County has prepared 4 alternative plans for expansion of this facility. The plans range in magnitude from basically doubling the field availability to increasing the existing field usability by converting from a natural turf to field turf which can tolerate a significant increase in use. Our study will consist of the following areas; 1. Existing conditions. Based on our history as the Engineer of Record for the park, we will give a brief summary of the existing conditions of the site consisting of: a. Site physical characteristics, location, size, topography (Public Record LIDAR), zoning, and actual use b. Current facilities c. Permits d. Systems (potable water, sanitary sewage, IQ water supply, stormwater) 2. Alternatives. Based on the 4 conceptual land plans provided by Collier County for these alternatives, we will provide the following analysis: a. Aerial impact area of proposed improvements b. Permit implications of proposed plan c. Basic construction quantities d. Basic order of magnitude construction cost opinion The deliverable of this scope item will be a brief technical memo detailing the above listed information. August 22,2016 New Business 7-B(ii) 5 of 7 B. Manatee Site, Property ID 00736520003, 1890 Roost Road $5,500 LS This is a wooded site owned by Collier County in the Manatee Road area of East Naples. The following scope will be provided; 1. Existing conditions. We will give a brief summary of the existing conditions of the site consisting of: a. Site physical characteristics, location, size, topography (Public Record LIDAR), zoning, and actual use b. Current facilities c. Permits d. Service availability including potable water, sanitary sewer, storm water, access, and other factors needed for development assessment. 2. Site planning. We will prepare up to 3 land plans which are intended to accommodate the facilities identified in the HSP report(8 multipurpose soccer sized fields and 8 softball fields). The deliverable for this scope item will be a technical memo and up to 3 site sketches. C. East Naples Community Park $5,500 LS This is an existing park site owned by Collier County located off Thomasson Drive in East Naples. The following scope will be provided; 1. Existing conditions. We will give a brief summary of the existing conditions of the site consisting of: a. Site physical characteristics, location, size,topography (Public Record LIDAR), zoning, and actual use b. Current facilities c. Permits d. Service availability including potable water, sanitary sewer, storm water, access, and other factors needed for development assessment. 2. Site planning. We will prepare up to 3 land plans which are intended to maximize the Pickle ball facilities at this location. We have a great deal of experience with this new sport from our involvement in Bonita Springs at their park facilities, Bonita Bay HOA, etc. The deliverable for this scope item will be a technical memo and up to 3 site sketches. August 22, 2016 New Business 7-B(ii) 6 of 7 D. Golden Gate Golf Course Land $7,500LS The public golf course located in Golden Gate City has recently been the topic of redevelopment. Collier County would like to explore the possibility of converting this facility into a park facility which would include the elements identified in the HSP study including up to 8 soccer fields, 8 softball fields, field houses, parking, and other support elements. It is likely that these uses will not consume all of the land, thus alternative uses will be considered for the remainder. Our work will consist of the following: 1. Existing conditions. We will give a brief summary of the existing conditions of the site consisting of: a. Site physical characteristics, location, size, topography(Public Record LIDAR), zoning, and actual use b. Current facilities c. Permits d. Service availability including potable water, sanitary sewer, storm water, access, and other factors needed for development assessment 2. Site planning. We will prepare up to 3 land plans which are intended to accommodate the facilities identified in the HSP report(8 multipurpose soccer sized fields and 8 softball fields). The deliverable for this scope item will be a technical memo and up to 3 site sketches. E. Magnolia Pond Drive Land $7,500 LS These parcels were identified in the HSP report and total 89 acres. The following scope is proposed for this site. 1. Existing conditions. We will give a brief summary of the existing conditions of the site consisting of: a. Site physical characteristics, location, size,topography (Public Record LIDAR), zoning, and actual use b. Current facilities e. Permits f. Service availability including potable water, sanitary sewer, storm water, access, and other factors needed for development assessment 2. Site planning. We will prepare up to 3 land plans which are intended to accommodate the facilities identified in the HSP report(8 multipurpose soccer sized fields and 8 softball fields). The deliverable for this scope item will be a technical memo and up to 3 site sketches. August 22,2016 New Business 7-B(ii) 7 of 7 F. Meetings $8,240 T/M We have budget for 40 hours of the 2 lead project team members for meetings. The purpose of the meetings will be to receive client direction, review interim planning documents, presentations to County Staff and the public. We have proposed this as a Time and Material task and you will only be billed in accordance with our approved rate schedule. Other ABB personnel may attend these meetings as necessary, their time will be billed in accordance with the established rate corresponding to their position. 40 hrs @ $206/hr 40 hrs @ $123/hr G. Reimbursable Expenses $1,000 T/M Billed in accordance with our approved rate schedule. H. Clarifications/Exclusions The preparation of this scope of services is based on the following: 1. Legal/environmental/geotechnical/zoning/land survey, real property services not included. 2. This is a conceptual work, construction level plans for bidding or permitting are not included. August 22,2016 New Business 7-B(iii) 1 of 2 EXECUTIVE SUMMARY Recommendation to approve a work order using Contract No. 13-6164 to BSSW Architects,Inc.for design and permitting of the shade structure over the championship courts at East Naples Community Park for the 2017 US Open Pickleball Championship in the amount up to $50,000; authorization of necessary budget amendment; and make a finding that this expenditure promotes tourism. OBJECTIVE: To provide engineering, design,permitting, and post design construction services for the shade structure at the Championship courts for the 2017 US Open Pickleball Championship. CONSIDERATION: On June 14, 2016 the Board of County Commissioners (Item 16.D.20) voted to approve the Parks and Recreation Department request to begin the initial design and work plan associated with the construction of the open air cover over the finals courts at East Naples Community Park in preparation for the 2017 US Open Pickleball Championship. A work order was issued to BSSW Architects, Inc. on July 25, 2016 for a feasibility study to determine options for placement of the shade structure, materials, site utility modifications and a proposed budget. The feasibility study report including a construction cost estimate is expected in September 2016. This second work order is for the design and permitting phase of the shade structures. In order to meet the April 2017 deadline to have the structure designed, permitted and constructed, pre-authorization for the budget, award of the work order for shade structure permitting and design is requested. FISCAL IMPACT: Funding in the amount of$50,000.00 is available from TDC Tourism Promotion Reserve Fund(196). A budget amendment moving funds from reserves is required. GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan from this action. LEGAL CONSIDERATIONS: This item has been approved as to form and legality and requires majority vote for approval.—CMG RECOMMENDATION(S): That the Tourist Development Council recommends: 1. Pre-authorization of a work order using Contract Number 13-6164 to BSSW Architects, Inc. for design, permitting and post design construction services; 2. Authorization of necessary budget amendment; 3. Make a finding that this expenditure promotes tourism Prepared by:Margaret A. Bishop, P.E., Senior Project Manager,Facilities Management Division Attachment: June 14,2016 Item 16.D.20 August 22, 2016 New Business 7-B(iii) 2 of 2 EXECUTIVE SUMMARY Recommendation to approve a request to pursue additional enhancements at East Naples Community Park in order to support the US Open Picldeball Tournament April 2017 in the amount of$30,000. OBJECTIVE: To provide recreational opportunities for residents and tournament quality facilities for visitors to Collier County in support of future regional and national Pickleball tournaments. CONSIDERATIONS:Recently,Premiere Promotions,the Collier County Parks and Recreation Division,and the Collier County Tourism Division partnered to host the first-ever US Open Pickleball Championship in Naples,April 22-May 1.The event garnered 860 participants of the sport and received National coverage from CBS Sports Channel, who aired a primetime special twice on the event. hi addition,the event generated 2,500 overnight stays in area hotels and campgrounds attracted 10,300 spectators and$6.4 million in direct spending in our community. Plans are already underway for next year's US Open Pickleball Championship. The County made numerous improvements to East Naples Community Park in preparation for the 2016 event, and staff recommends pursuing additional improvements in advance of the 2017 event. These improvements include, but are not limited to the following: 1. Upgrading the (9) Pickleball Courts that were repurposed from the roller hockey rink with the tournament quality DecoTurf. 2. Removing existing fencing remaining from the repurposed skate park and provide enhanced landscaping throughout the facility. 3. Engineer,design,and construct an open air covering over the finals courts. Staff anticipates that items 1 and 2 will be completed in advance of the event. Item #3 will require time and effort to design the improvements, establish a budget estimate,bid out and construct the shade cover. Hence, it is critical that the necessary engineering work begin as soon as possible Staff is seeking approval to begin work on the project plans and design of the open air covering at the finals court area at East Naples Community Park.Staff will be requesting the funding for these improvements as part of the FY 17 budget. FISCAL IMPACT: There are funds associated with the Collier County Parks and Recreation support of tournaments within the Park's system that will be used to fund initial engineering and design of the open-air cover structure. Funding for sports venue improvements is available within TDC Category `B" Promotion Fund (184) within a reserve established for Sports Venue Support. To establish the project, funding would be transferred from TDC Promotion Budget (184) to Parks Capital Fund (306). In Parks Capital Fund (306) a segregated project budget for the subject improvements would be established. Going forward, a Tourist Development Council("TDC")recommendation and budget amendment(s)will be required. GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this action. LEGAL CONSIDERATIONS: This item has been approved as to form and legality and requires majority vote for approval. -CMG RECOMMENDATION: That the Board of County Commissioners approves the expenditure of$30,000 to begin the initial design and work plan associated with the construction of the open air cover over the finals courts at East Naples Community Park in preparation for the 2017 US Open Pickleball Championship. Prepared By: Barry Williams,Director,Parks and Recreation C $ P yA, ae CO 0 g2 1 P t. N ytx s4 '2— c= NIt ly co co W N z pry. 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(U _ o - c z O TMI o M o is p C NC al) °) C -c ir m U c I' V Y C dy to N I a. 1 D ' 4 Z 0o c a h W c la ` '� a W U 0 o ° C v >+ •- ° ° •-° c .• ° f v E Z1 IP 0 r va C W mN C U . 2 . i • • tu J W U C < ( c 2 2 ° E • • U • • • • • Q W '0 W m a' N L ab — re 0� E 2) -.i RP) i m L 0 . 43 .L of ` ifi 70 z �... o a+ KZ o R/1 N t/1 ,C LL Z LL N 4-' L �i ce a) r 'N o a) t ® C 0 a co �_ o a 44 ._ +� cu U c EC a (I) a) " 4) It 9 N al a) O y o" 0 Gy 0 b a) 4— C N d) .4= - i N C Ch Ca w co c E '8 ft cn 0 o c c cn = c uw I iii o 2 -� c c N a 0 E CO co co .- �O • co )cz C II- > 0 9, C" .0 .N O 6 g_ a) C 1 Y13 < .p CO "EP o — >(I) F" o a7 .p .2 in a0i L U N to O N 0 V O N 492 "CI o ° - u- E -o, o o .. c ro (0 c .9. c .n u, a U) E ea 0 o C1 o ( co o I a °' — o 0 ( (1). o Q0 E 0 c a C a a 0 o) t) l o Eall v E ami o a v, m d m as o 61) 113 DI C CL -0 (I) = `= i c c, ai co w . co w o w �' o [� E C x a aa) R) I C) L 0 ® N U J �, -v - d' -v IY © 2n u) o V? C o as a� I— c j as a) u) mC C 0 ' LCL a' = C j U) 1 41) f2 2 > C a. C U) a) X • C .0 ID) Cl) U 2 a V 0 z 0 v m E 0 0- CI) V 0 L11 • • • • • • • • • • IH a oc I-- CO 1 1 k.r ;i 0 0) N 39 '^ O O C RCf E a + 0 O 0) U s- C 69 O 'C t :.7C--) 69 N f U a) p a) a) 6 C0 p Q .42 — p 0 p CO L 0 F- (A Q .c of coiti n -- °- I p Q - . a) `� w t p N LTo = �. J • O U > - C O Nces 9- C Q O I 0 CV ' (V N O 5 +-' 0 C 0 Rs _ ❑ a) ti v 2 C _C C O a) r O E- m p > c O I O I I = >' D Ul • Z U C c� n3 0) CD I }, a) C C ....,—° N O a. O a) "- 0 Z3 C O C Q co N 3 - ❑ a7 I 0) L. -D > -0 7 -" O {f .- Cp.) E U E U E L ' CD '' 0 a w CL 0 0 C/) CL CO 'VI .. . . IH c0j N W a) E p ..; L ix (IF) v 3, •� 4 E '' .= rn > 1- D (9 Q Q W N ct - 4 _c II— I— 9 c En O Q) U) U) Q. 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C 5"co c � c O o N O N L C t -0 0 ({3 'O .0 O co O Q CJ1 E - 0 - N .0 C 0 4) co O. �f C C Cl .� o C .O m °O O 1 T3 0 7 O - C co � = 8 o 0)co 1- C) T3 i 03 N ai _ N C .� O .� O It 0 4.4 O I ,a) C a >, o o o M M aa) 4) = Ct. (I) N p L- 0 C 0 QC" 4 rn L. U) Cr) a, .. a) a (D 1 , Q o c� C o 0 o c •(na) o C o as o E o C E — E U o E E ; L U Cl) r. p o o o .0 v C 0) -1 = N E L w o o a� 3 a O C o U O ',fi �, , o a� E °$ a) y 0 0) 03 a� o 1:3 N C 1' ;. 0 w o 0 p • N C V a1 441 -:1 > 63O O N C N Tu N o 1 . F 3 4.. 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OBJECTIVE: To award RFP 16-6611 for International Tourism Representation to the successful bidders,OMMAC, LTD and DiaMonde e.K. CONSIDERATIONS: RFP 16-6611 for International Representation was publicly advertised on May 12th, 2016. Email notices were sent to 399 firms with 20 firms requesting full solicitation packages. Three responses were received for the UK/Ireland Representation and one response was received for European Representation by the due date of June, 6th 2016. No responses were found to be non responsive. A selection committee met on July 18, 2016 to review the proposals. By consensus of the members, the following firms are recommended: OMMAC,LTD for UK/Ireland Representation based in the UK DiaMonde e.K. for European Representation based in Stuttgart Germany Each vendor will provide representation services including but not limited to: the development of an annual destination marketing plan, coordination of Public Relations, managing social media services for in-country communications, translation services as required, storage for promotional materials, monthly reports of all activities rendered on behalf of Collier County tourism initiatives, participation at in country trade shows,organize travel trade co-op promotions,conduct training for reservation agents, fulfillment of information inquiries for consumers, journalists and meeting planners, maintain close working relations with Brand USA, Visit Florida, Visit USA Committees and maintain a comprehensive database of travel trade,media and consumers. FISCAL IMPACT: For OMMAC, LTD in the UK/Ireland: Monthly service fee of$10,000 ($120,000 annually)plus $80,000 for reimbursable out of pocket travel,registrations, shipping and other expenses in support of Collier County tourism. For DiaMonde e.K. in Europe: Monthly service fee of $10,000 ($120,000 annually) plus $80,000 annually for reimbursable travel, registrations, shipping and other expenses in support of Collier County tourism efforts. These funds are available in the Tourism Division FY 17 requested budget in fund 184,Contractual Services. GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan from this action. LEGAL CONSIDERATIONS: This item has been approved as to form and legality and requires majority vote for approval.—CMG RECOMMENDATION: That the Board of County Commissioners awards RFP 16-6611 for International Tourism Representation for the UK/Ireland to OMMAC, LTD, and to DiaMonde e.K., for representation in the remaining European countries, authorizes the Chair to execute the County Attorney approved contracts, and makes a finding that this item promotes tourism. August 22,2016 New Business 7-D 2 of 44 PREPARED BY: Jack Wert,Tourism Director Attachments: (1) Bid Document (2)OMMAC LTD contract (3) DiaMonde e.K. contract (4) Bid Tab Sheet for UK/Ireland (5)Bid Tab Sheet for Europe. August 22,2016 New Business 7-D 3 of 44 REQUEST FOR PROPOSAL .Y_ Coit am ity Administrative Services Department P[o ur'eent SermCs D'r siert COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS Solicitation 16-6611 International Tourism Marketing (Germany and UK) Adam Northrup, Procurement Strategist 239-252-6098(Telephone) 239-252-6302(Fax) adamnorthrup@colliergov.net(Email) This proposal solicitation document is prepared in a Microsoft Word format. Any alterations to this document made by the Vendor may be grounds for rejection of proposal, cancellation of any subsequent award, or any other legal remedies available to the Collier County Government. ?rxa.rartntSernvitinnsrvr•3327 Ian anci T rail East•Napes, 341'2 a Ner41 rgov.nt,,::•ocuw,en.,ervrY;s August 22, 2016 New Business 7-D 4 of 44 Table of Contents LEGAL NOTICE 3 EXHIBIT I:SCOPE OF WORK,SPECIFICATIONS AND RESPONSE FORMAT 4 EXHIBIT II:GENERAL RFP INSTRUCTIONS 14 EXHIBIT III:COLLIER COUNTY PURCHASE ORDER TERMS AND CONDITIONS 18 EXHIBIT IV:ADDITIONAL TERMS AND CONDITIONS FOR RFP 22 ATTACHMENT 1:VENDOR'S NON-RESPONSE STATEMENT 31 ATTACHMENT 2:VENDOR CHECK LIST 32 ATTACHMENT 3:CONFLICT OF INTEREST AFFIDAVIT 33 ATTACHMENT 4:VENDOR DECLARATION STATEMENT 34 ATTACHMENT 5:AFFIDAVIT FOR CLAIMING STATUS AS A LOCAL BUSINESS 36 ATTACHMENT 6:IMMIGRATION AFFIDAVIT CERTIFICATION 37 ATTACHMENT 7:VENDOR SUBSTITUTE W—9 38 ATTACHMENT 8:INSURANCE AND BONDING REQUIREMENTS 39 ATTACHMENT 9:REFERENCE QUESTIONNAIRE 41 August 22,2016 New Business 7-D 5 of 44 Coater County Administrative Services Department Procurement Services Division Legal Notice Sealed Proposals to provide International Tourism Representation will be received until 3:00PM Naples local time, on 06/02/2016 at the Collier County Government, Purchasing Department, 3327 Tamiami Trail E, Naples, FL 34112. Solicitation 16-6611- International Tourism Marketing (Germany and UK) Services to be provided may include, but not be limited to the following: In country, International Tourism Marketing for the Naples, Marco Island, Everglades Convention &Visitors Bureau. The countries that this solicitation is specifically targeting are Germany speaking area of Europe and the United Kingdom/Ireland. A non-mandatory pre-proposal conference will be held on 05/17/2016, commencing promptly at 11:00AM Eastern Standard Time, and will be held in the Purchasing Department Conference Room, Collier County Government, Purchasing Department, 3327 Tamiami Trail E, Naples, FL 34112. If you are unable to attend this meeting in person, a conference line has been setup for interested proposers to attend via teleconference at 1-239-252-7001, Access code: 489812. All statements shall be made upon the official proposal form which may be obtained on the Collier County Purchasing Department Online Bidding System website: www.colliergov.net/bid. Collier County does not discriminate based on age, race, color, sex, religion, national origin, disability or marital status. BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA, BY: /S/ Joanne Markiewicz Director, Procurement Services This Public Notice was posted on the Collier County Purchasing Department website: www.colliergov.net/purchasing and in the Lobby of Purchasing Building "G", Collier County Government Center on 05/11/2016. flrnacnor[,S.'s to$Dmrhimt•3327 Tam(umi Trar.Easr•Napas-r&arida:3412-4r'jJ't•www Opivr.asang August 22,2016 New Business 7-D 6 of 44 Exhibit I: Scope of Work, Specifications and Response Format As requested by the Tourism Division operating as the Naples, Marco Island, Everglades Convention & Visitors Bureau (CVB) (hereinafter, the"Division or Department"), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, "County") has issued this Request for Proposal (hereinafter, "RFP") with the intent of obtaining proposals from interested and qualified Consultants in accordance with the terms, conditions and specifications stated or attached. The Consultant, at a minimum, must achieve the requirements of the Specifications or Scope of Work stated. The results of this solicitation may be used by other County departments once awarded according to the Board of County Commissioners Purchasing Policy. Brief Description of Purchase The Naples, Marco Island, Everglades Convention & Visitors Bureau (CVB), a division of Collier County Florida Government, is interested in full-time representation services with an experienced International Representation firm for the UK/Ireland market and the European market, primarily in German speaking regions and other International markets as identified by the Tourism Division. Historically, County departments have spent approximately $200,000.00 annually for Europe and a like amount for the UK/Ireland. Background The CVB is the official destination marketing organization for Collier County. The County covers a large geographic area and has a diversified tourism product that includes beaches, shopping, Sports and Eco-tourism and convention opportunities. For more background information on the Naples, Marco Island, Everglades Convention & Visitors Bureau please visit www.paradisecoast.com. Detailed Scope of Work This solicitation will be divided into two parts, and will result in two separate contracts for the following: 1. Full-time representation services with an experienced International Representation firm for Germany and the German speaking regions of Europe, and; 2. Full-time representation services with an experienced International Representation firm for the UK/Ireland market Interested parties may bid on one or both regions of this contract. If you are interested in both the Germany and UK representation, you must submit a proposal for each. A submission for both regions cannot be combined into one proposal. Proposer must declare on "Attachment 10: Region Declaration", which region their firm wishes to be considered for. Services Required: All Tasks listed below must be completed at a minimum of once per month. August 22,2016 New Business 7-D 7 of 44 1. Develop an annual destination marketing plan that is implemented monthly for all services covered under theagreement. 2. Coordination of Public Relations efforts with in-country media. 3. Manage social media services related to in-country communications with trade, media and consumers. 4. Provide a edicated phone, fax and e-mail address for the Naples, Marco Island, Everglades CVB 5. Translation services as required 6. Contract and maintain storage of promotion materials and distribution services as necessary 7. Monthly reports will be submitted to the CVB by the 10th of the following month, outlining activities per country with future activity projections and market overviews 8. Travel Trade Activities: The following are travel trade marketing activities which the successful firm will perform: a. Participation in trade and consumer trade shows& events in country, surrounding areas and in the US as necessary. b. Regular communication and destination updates to tour operators, travel agents and media. c. Organize, conduct or participate in travel trade and media familiarization trips to and within Southwest Florida as required and agreed. d. Conduct travel trade training and sales calls to tour operators, airlines and other related organizations in-country and surrounding areas as agreed. e. Assist the CVB and its U.S. based marketing partners and agencies with trade andconsumer promotions as agreed. f. Assist with the International marketing promotions and advertising related activities in order to maximize the CVB budget. g. Fulfillment of inquiries for CVB publications/literature to trade& consumers via both Florida based and in-country fulfillment facilities. h. Pre-screen and forward travel trade and media leads to the CVB which result from above-mentioned activities. i. Develop and fulfill requests from media and organize and work with CVB in-house PR team on familiarization trips for journalists. j. Maintain close working relationships with Visit Florida, Brand USA and other tourism industry associations, including Visit USA organizations as agreed. k. Create and maintain an up to date country by country trade, media and consumer database for periodic distribution of destination information. 9. Pre-approved expenses related to the various services will be invoiced at cost on a monthly basis as follows: a. Advertising, if necessary, will be billed at net cost (no markup)to the CVB's advertising agency of record. August 22,2016 New Business 7-D 8 of 44 b. Travel expenses such as air, auto rental, hotels, entertainment and meals will be billed to the CVB at net cost. Air,train travel to be at lowest available coach fare. c. Out of pocket expenses such as storage, printing, courier expenses, parking, phone and fax will be billed monthly at cost. d. A monthy service fee will be invoiced each month to cover all representation services including employee time and other related costs and all basic office operating expenses except as indicate above as out-of-pocket expenses. 10. Representation services are desired to support the CVB's efforts to attract visitors to our area.The CVB's brand is relatively new to the International market so the selected representation company must maintain and buld that brand awareness. 11. Objectives the successful representation companies will be asked to accomplish the following: a. Increase average length of stay and repeat visitation from the assigned region b. Increase the number of hotel room nights from the assigned markets c. Grow the number of CVB partners listed in tour operator catalogs and on line programs in the assigned region d. Grow the number of visitors and their spending from the markets represented e. Grow the use of social media channels to interact with our destination. 12. Services requested from the successful vendor will be for sales, public relations,trade shows,travel industry training, promotions, social media and other services required to showcase the tourism attributes of the Naples, Marco Island, Everglades area of Florida. Term of Contract The contract term, if an award(s) is/are made is intended to be for two (2) years with two (2) two (2) year renewal options. Prices shall remain firm for the initial term of this contract. Requests for consideration of a price adjustment must be made prior to the contract anniversary date, in writing, to the Procurement Director. Price adjustments are dependent upon the consumer price index(CPI) over the past twelve (12) months, budget availability and/or program manager approval. Surcharges will not be accepted in conjunction with this contract, and such charges should be incorporated into the pricing structure. Projected Solicitation Timetable The following projected timetable should be used as a working guide for planning purposes only. The County reserves the right to adjust this timetable as required during the course of the RFP process. August 22, 2016 New Business 7-D 9 of 44 {'S ',��^O `1W�C* 0, z 4 a�1 .eStihl ii f�P '� '�. !J a .#}., •- 't'4 4 p}{�y f!fFG ii iliii I1 :��.�.�}tt?�i�YS�;���:,..�/�11 :.. aa:�.5 :7 PJ ,,.�S u�J'�$ f r x��sy�;�f,���71e rJ�r;�;tiK_M'Lf Issue Solicitation Notice 05/12/2016 Last Date for Receipt of Written Questions 05/27/2016; 3:00PM Non-Mandatory Pre-solicitation meeting 05/17/2016; 11:00AM EST Solicitation Deadline Date and Tme 06/02/2016 Anticipated Evaluation of Submittals June 2016 Anticipated Completion of Contract Negotiations June 2016 Anticipated Board of County Commissioner's Contract July 2016 Approval Date Response Format The Vendor understands and agrees to abide by all of the RFP specifications, provisions, terms and conditions of same, and all ordinances and policies of Collier County. The Vendor further agrees that if it is awarded a contract, the work will be performed in accordance with the provisions, terms and conditions of the contract. To facilitate the fair evaluation and comparison of proposals, all proposals must conform to the guidelines set forth in this RFP. Any portions of the proposal that do not comply with these guidelines must be so noted and explained in the Acceptance of Conditions section of the proposal. However, any proposal that contains such variances may be considered non-responsive. Proposals should be prepared simply and economically, providing a straightforward concise description of the Vendor's approach and ability to meet the County's needs, as stated in this RFP. All proposals should be presented as described in this RFP in PDF or Microsoft Word format with Tabs clearly marked. If outlined in this RFP, the utilization of recycled paper for proposal submission is strongly encouraged. The items listed below shall be submitted with each proposal and should be submitted in the order shown. Each section should be clearly labeled, with pages numbered and separated by tabs. Failure by a Vendor to include all listed items may result in the rejection of its proposal. 1. Tab 1, Cover Letter/Management Summary Provide a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the firm in providing the services stated herein. Include the name(s), telephone number(s) and email(s) of the authorized contact person(s) concerning your proposal. Submission of a signed Proposal is Vendor's certification that the Vendor will accept any awards as a result of this RFP. 2. Tab 2, Proposer's Solution to County's Requirements (30 points) How does your firm intend to increase the Collier County Brand in the specified Country/region? Include the following: August 22, 2016 New Business 7-D 10 of 44 • Describe your philosophy on targeting various tour operators, travel agents and journalists with to promote such activities as cuisine, golf, weddings, eco, fishing, beach and water activites and other major target market segments of leisure travel, group meetings and sports events. • How does your company intend to meet each of the County's requirements identified in the RFP's Detailed Scope of Work, items 1 —9, (page 5-6). • Provide at least two samples of work product completed for a similar client for tourism representation services. • Provide at least one sample of a "break-through"and innovative approach to tourism representation. • Describe your backup systems or locations in case of an emergency that will enable you to carry on business • Describe how you use social media networks to support destination marketing campaigns 3. Tab 3: Proposer's Experience and Capacity (25 points) Provide information that documents your firm's and subcontractors' qualifications to produce the required outcomes, including its ability, capacity, skill, and financial strength, and number of years of experience in providing the required services. Also describe the various team members' successful experience in working with one another on previous projects. Demonstrate key parts of your firm's experience that makes you uniquely qualified to perform these services for the County, including: • Describe the specific knowledge of QA/QC data gathering. • Indicate your thoughts and philosophies on XXXXXXXXXXX and site examples of how you positioned other destination marketing organization clients, the challenges you faced and the ways you overcame those challenges in delivering those strategies. • Provide information that documents your firm's and any subcontractors' qualifications you propose to use to produce the required deliverables, including abilities, capacity, skill, and financial strength, and number of years of experience in providing the required services. • Describe how you handle crisis management and fast breaking negative media coverage. With respect to this, why is your firm better at handling these situations than other competing representation firms? Complete the following information as requested to ensure consistent scoring of proposal. Firms who do not provide the information as requested in the format below may receive zero (0) points for this criterion. Item Item Description Consultant Response 1. Indicate the number of years the firm has been in business under its current name and listed within the Florida Division of Corporations. (number of years) • Provide a copy of the firm's Division of Corporations certificate. 2. Indicate the number of years the firm has been in business under a different name which is listed within the Florida Division of Corporations. (number of years) August 22,2016 New Business 7-D 11 of 44 3. Identify the number of similarly sized contracts that the firm currently has in its portfolio in Florida, Georgia, Alabama, Mississippi, Louisiana, and Texas. (number of • Provide a list of any other contractual obligations contracts) from the 6 states listed. 4. Identify the number of new public/governmental clients (with a similar scope of service)that the firm has brought into its portfolio in the past five years within the State of Florida (1/1/2011 — 12/31/2015). • Provide a list of those new public/governmental (number of new clients and a brief description of the scope of clients in past five work. years) TOTAL (Total all line items, 1 4,from above and indicate response) (TOTAL) Prior to the Selection Committee reviewing proposals, the following methodology will be applied to each Firm's information provided in this area: • The County shall total each of the Firm's scores and create a ranking from highest total to lowest total. • The highest number of points will be awarded to the Firm who has the highest total. • For all other criteria points, the Firm's total will be divided by the highest Firm's total which will then be multiplied by points to determine the Firm's Points Awarded. Each subsequent Firm's reference score will be calculated in the same manner. • Points awarded will be extended to a "whole" number(per Microsoft Excel). For illustrative purposes only, see chart for an example of how these points would be distributed among the six proposers. Firm Name Firm Total Score Points Awarded Firm ABC 245 25 Firm DEF 187 19.3 Firm GHI 162 16.8 Firm JKL 125 13 Firm MNO 125 13 Firm PQR 42 4.5 The Points Awarded by Firm will be distributed to the Selection Committee prior to their evaluation of the proposals. The Selection Committee will review the Consultant's proposal to ensure consistency and completion of all tasks in the RFP, and review the Points Awarded per Consultant. The Selection Committee members may, at their sole discretion modify the points assigned after a thorough review of the proposal and prior to final ranking by the final Selection Committee. 4. Tab 4: Proposer's Team Members Assigned to County's Scope of Work (20 points) August 22, 2016 New Business 7-D 12 of 44 Identify the proposed account management team if your firm is awarded the Collier County Account. Include resume and detailed list of career accomplishments for each team member. Additionally, provide responses to the items listed below in the format identified. 1. Number of years the project management team has in tourism representation. 2. Number of governmental accounts managed by the proposed account management team the past two years. 3. Indicate the number of full time employees in the company. 4. Indicate the number of dedicated representatives that will be assigned to this account. If less than one, identify the percent of time by using a decimal (i.e. .25, .50, etc.) • Identify and attach a resume of the primary point of contact (number of for the resultant contract. dedicated • Attach a copy of all resumes or profile information of any representative other firm member who may be engaged in this account. s) Provide subcontractor resumes or profile information who may be involved in this 5. Number of proposer's fulltime equivalent staff(including the account manager) assigned to the County's scope of work in this RFP. • Attach resumes of all staff assigned to our account. 6. Number of other accounts to be represented concurrently by the account management team should your firm receive an award to this RFP. TOTAL (add 1 + 2+ 3 +4+ 5 then subtract 6) Prior to the Selection Committee reviewing proposals, the following methodology will be applied to each vendor's information provided in this area: • The County shall create a ranking from highest Total to the lowest total. Information not provided by the vendor in this format shall receive a score of zero (0). • The greatest number of points allowed in this criterion will be awarded to the vendor who has the highest Total price. • The next highest Total will be divided into the highest Total which will then be multiplied by criteria points to determine the vendor's points awarded. Each subsequent vendor's Total score will be calculated in the same manner. • Points awarded will be extended to the first decimal point (per Microsoft Excel). For illustrative purposes only, see chart for an example of how these points would be distributed among the five proposers. Vendor Name Team Points Awarded August 22, 2016 New Business 7-D 13 of 44 Vendor ABC 24 20 Vendor DEF 18 15 Vendor GHI 18 15 Vendor JKL 10 8.3 5. Tab 5: Cost of Services (10 points) The County intends to pay a flat annual fee for the services described above plus out of pocket expenses. 1. Provide a "flat annual fee" to provide all of the representation $ services outlined in this RFP (Annually) 2. Proivide an annual amount for out of pocket expenses to be reimbursed $ (Annually) TOTAL(add 1 + 2) • Flat Annual Fee and out of pocket expenses : The County shall create a ranking from lowest Total of the fee and expenses to highest Total by vendor. Items marked with an N/A(or similar notation will be given the score of zero (0)). o The greatest number of points allowed in this criterion will be awarded to the vendor who has the lowest Total. o The next lowest vendor's Total will be divided by the lowest vendor's Total which will then be multiplied by criteria points to determine the vendor's points awarded. Each subsequent vendor's point score will be calculated in the same manner. For illustrative purposes only, see chart for an example of how these points would be distributed among the five proposers. Flat Monthly Fee for All Services Flat annual Fee for All Vendor Name Total Services Points (lower is more Awarded positive) Vendor ABC 42,000 10 Vendor DEF 53,500 7.9 Vendor GHI 62,000 6.8 Vendor JKL 100,000 4.2 The points awarded by vendor will be distributed to the Selection Committee prior to their evaluation of the proposals. The Selection Committee will review the vendor's proposal to ensure consistency and completion of all tasks in the RFP, and review the Points Awarded per August 22, 2016 New Business 7-D 14 of 44 vendor. The Selection Committee members may, at their sole discretion, modify the reference points assigned after a thorough review of the proposal and prior to final ranking by the final Selection Committee. 3. Tab 6, References (5 points) In order for the vendor to be awarded any points for this tab, the County requests that the vendor submits five (5) completed reference forms (see Attachment 9) from clients whose projects are of a similar nature to this solicitation as a part of their proposal. The County will only use the methodology calculations for the first five (5) references (only) submitted by the vendor in their proposal. Prior to the Selection Committee reviewing proposals, the following methodology will be applied to each vendor's information provided in this area: • The County shall total each of the vendor's five reference questionnaires and create a ranking from highest number of points to lowest number of points. References marked with an N/A (or similar notation will be given the score of zero (0). Vendors who do not turn in reference forms will be counted as zero (0). • The greatest number of points allowed in this criterion will be awarded to the vendor who has the highest score. • The next highest vendor's number of points will be divided by the highest vendor's points which will then be multiplied by criteria points to determine the vendor's points awarded. Each subsequent vendor's point score will be calculated in the same manner. • Points awarded will be extended to the first decimal point (per Microsoft Excel). For illustrative purposes only, see chart for an example of how these points would be distributed among the five proposers. Vendor Total Reference Vendor Name Points Awarded Score Vendor ABC 445 5 Vendor DEF 435 4.9 Vendor GHI 425 4.8 Vendor JKL 385 4.3 Vendor MNO 385 4.3 Vendor PQR 250 2.8 Note:Sample chart reflects a 20 point reference criterion. The points awarded by vendor will be distributed to the Selection Committee prior to their evaluation of the proposals. The Selection Committee will review the vendor's proposal to ensure consistency and completion of all tasks in the RFP, and review the Points Awarded per vendor. The Selection Committee may, at their sole discretion, contact references, and/or modify the reference points assigned after a thorough review of the proposal and prior to final ranking by the final Selection Committee. 4. Tab 7, Acceptance of Conditions Indicate any exceptions to the general terms and conditions of the RFP, and to insurance requirements or any other requirements listed in this RFP. If no exceptions are indicated in this August 22,2016 New Business 7-D 15 of 44 tabbed section, it will be understood that no exceptions to these documents will be considered after the award, or if applicable, during negotiations. Exceptions taken by a Vendor may result in evaluation point deduction(s)and/or exclusion of proposal for Selection Committee consideration, depending on the extent of the exception(s). Such determination shall be at the sole discretion of the County and Selection Committee. 5. Tab 8, Required Form Submittals • Attachment 2: Vendor Check List • Attachment 3: Conflict of Interest Affidavit • Attachment 4: Vendor Declaration Statement • Attachment 5: Affidavit for Claiming Status as a Local Business • Attachment 6: Immigration Affidavit Certification • Attachment 7: Vendor Substitute W-9 • Attachment 8: Insurance and Bonding Requirements • Attachment 9: Reference Questionnaire • Attachment 10: Region Declaration August 22, 2016 New Business 7-D 16 of 44 Exhibit II: General RFP Instructions 1. Questions Direct questions related to this RFP to the Collier County Purchasing Department Online Bidding System website: www.colliergov.net/bid. Vendors must clearly understand that the only official answer or position of the County will be the one stated on the Collier County Purchasing Department Online Bidding System website. For general questions, please call the referenced Procurement Strategist noted on the cover page. 2. Pre-Proposal Conference The purpose of the pre-proposal conference is to allow an open forum for discussion and questioning with County staff regarding this RFP with all prospective Vendors having an equal opportunity to hear and participate. Oral questions will receive oral responses, neither of which will be official, nor become part of the RFP. Only written responses to written questions will be considered official, and will be included as part of this RFP as an addendum. All prospective Vendors are strongly encouraged to attend, as, this will usually be the only pre- proposal conference for this solicitation. If this pre-proposal conference is denoted as "mandatory", prospective Vendors must be present in order to submit a proposal response. 3. Compliance with the RFP Proposals must be in strict compliance with this RFP. Failure to comply with all provisions of the RFP may result in disqualification. 4. Ambiguity, Conflict, or Other Errors in the RFP It is the sole responsibility of the Vendor if the Vendor discovers any ambiguity, conflict, discrepancy, omission or other error in the RFP, to immediately notify the Procurement Strategist, noted herein, of such error in writing and request modification or clarification of the document prior to submitting the proposal. The Procurement Strategist will make modifications by issuing a written revision and will give written notice to all parties who have received this RFP from the Purchasing Department. 5. Proposal, Presentation, and Protest Costs The County will not be liable in any way for any costs incurred by any Vendor in the preparation of its proposal in response to this RFP, nor for the presentation of its proposal and/or participation in any discussions, negotiations, or, if applicable, any protest procedures. 6. Delivery of Proposals All proposals are to be delivered before 3:00PM, Naples local time, on or before 06/02/2016 to: Collier County Government Purchasing Department 3327 Tamiami Trail E Naples FL 34112 August 22, 2016 New Business 7-D 17 of 44 Attn: Adam Northrup, Procurement Strategist The County does not bear the responsibility for proposals delivered to the Purchasing Department past the stated date and/or time indicated, or to an incorrect address by Consultant's personnel or by the Consultant's outside carrier. However, the Procurement Director, or designee, reserves the right to accept proposals received after the posted close time under the following conditions: • The tardy submission of the proposal is due to the following circumstances, which may include but not be limited to: late delivery by commercial carrier such as Fed Ex, UPS or courier where delivery was scheduled before the deadline. • The acceptance of said proposal does not afford any competing firm an unfair advantage in the selection process. Vendors must submit one (1) paper copy clearly labeled "Master," and six (6) disks (CD's/DVD's) with one copy of the proposal on each disk in Word, Excel or PDF. List the Solicitation Number and Title on the outside of the box or envelope. 7. Validity of Proposals No proposal can be withdrawn after it is filed unless the Vendor makes their request in writing to the County prior to the time set for the closing of Proposals. All proposals shall be valid for a period of one hundred eighty (180)days from the submission date to accommodate evaluation and selection process. 8. Method of Source Selection The County is using the Competitive Sealed Proposals methodology of source selection for this procurement, as authorized by Ordinance Number 2013-69 establishing and adopting the Collier County Purchasing Policy. The County may, as it deems necessary, conduct discussions with qualified Vendors determined to be in contention for being selected for award for the purpose of clarification to assure full understanding of, and responsiveness to solicitation requirements. 9. Evaluation of Proposals The County's procedure for selecting is as follows: 1. The County Manager or designee shall appoint a selection committee to review all proposals submitted. 2. The Request for Proposal is issued. 3. Subsequent to the receipt closing date for the proposals, the Procurement professional will review the proposals received and verify each proposal to determine if it minimally responds to the requirements of the published RFP. 4. Selection committee meetings will be open to the public and the Procurement professional will publicly post prior notice of such meeting(s) in the lobby of the Purchasing Building and on the County's Procurement Services Internet site. 5. Prior to the first meeting (Organization Meeting) of the selection committee, the Procurement professional will post a notice announcing the date, time and place of the meeting at least three(3) working days prior to the meeting. At the initial organization meeting, the selection committee members will receive instructions, the submitted August 22,2016 New Business 7-D 18 of 44 proposals, and establish the next selection committee meeting date and time. After the first meeting, the Procurement professional will publically announce all subsequent committee meeting dates and times. The subsequent meeting dates and times will be posted with at least one (1) day advanced notice. 6. Selection committee members will independently review and score each proposal based on the evaluation criteria stated in the request for proposal using the Individual Selection Committee Score and Rank Form and prepare comments for discussion at the next meeting. The Individual Selection Committee Score and Rank Form is merely a tool to assist the selection committee member in their review of the proposals. 7. At the scheduled selection meeting,the members will present their independent findings/ conclusions/comments based on their reading and interpretation of the materials presented to each other, and may ask questions of one another. At the conclusion of that discussion, members of the public will be offered an opportunity(not to exceed three (3) minutes)to provide comments. 8. At the conclusion of public comments (provided for in number 7), the selection committee members will individually rank order each proposer. Collier County selection committee members may consider all the material submitted by the Proposer and other information Collier County may obtain to determine whether the Proposer is capable of and has a history of successfully completing projects of this type, including, without limitation, additional information Collier County may request, clarification of proposer information, public comments, and/or additional credit information. 9. Once the individual ranking has been completed,the Procurement professional will direct selection committee members to read their individual ranking publically. The Procurement professional will record individual rankings on the Final Ranking Sheet which will mathematically compile into an overall selection committee rank of proposers. 10. In any of the selection committee meeting deliberations, by consensus, members may request to invite proposers in to clarify their proposals, ask for additional information, present materials, interview, ask questions, etc. The members may consider any and all information obtained through this method in formulating their individual ranking and subsequent selection committee overall ranking and final ranking. 11.The selection committee's overall rank of firms in order of preference(from highest beginning with a rank of one(1)to the lowest) will be discussed and reviewed by the Procurement Strategist. By final consensus, and having used all information presented (proposal, presentation, references, etc.), the selection committee members will create a final ranking and staff will subsequently enter into negotiations. Award of the contract is dependent upon the successful and full execution of a mutually agreed contract, pending the final approval by the Board of County Commissioners. The County reserves the right to withdraw this RFP at any time and for any reason, and to issue such clarifications, modifications, and/or amendments as it may deem appropriate. Receipt of a proposal by the County or a submission of a proposal to the County offers no rights upon the Vendor nor obligates the County in any manner. Acceptance of the proposal does not guarantee issuance of any other governmental approvals. Proposals which include provisions requiring the granting of zoning variances shall not be considered. 10. References August 22,2016 New Business 7-D 19 of 44 The County reserves the right to contact any and all references pertaining to this solicitation and related proposal. 11. Proposal Selection Committee and Evaluation Factors The County Manager shall appoint a Selection Committee to review all proposals submitted. The factors to be considered in the evaluation of proposal responses are listed below. Tab II, Proposer's Solution to County Requirements 30 Tab III, Proposer's Experience and Capacity 25 Tab IV, Proposer's Team Members Assigned to County's Scope 20 Tab V, Cost of Service 10 Tab VI, References 5 Local Vendor Preference 10 �'{�lI�F1�Q'�F�z`�yt' P r C r x,{e i I n }, t 3 « F i€:. i4 '� i,a,. �y,�I i r iP & :i j J,�'�F ,7t1 a u �. ,� �.,�s�,�/n F� i�,�i OI T �. Fe_ '�,i u�.11L.....�,a�{i� do !_ �.�: r �. . :s^ 4��i �«� iii .,.... tai lti .rS;"..isi.:fn4lu� Pidk�G}.h ill itivFrlYk�.!15R�r�.'1+�lIT�a},'i tA41 01h � Tie Breaker: In the event of a tie, both in individual scoring and in final ranking, the firm with the lowest paid dollars by Collier County to the vendor(as obtained from the County's financial system)within the last five (5) years will receive the higher individual ranking. If there is a multiple firm tie in either individual scoring or final ranking, the firm with the lowest volume of work shall receive the higher ranking, the firm with the next lowest volume of work shall receive the next highest ranking and so on. 12.Acceptance or Rejection of Proposals The right is reserved by the County to waive any irregularities in any proposal, to reject any or all proposals, to re-solicit for proposals, if desired, and upon recommendation and justification by Collier County to accept the proposal which in the judgment of the County is deemed the most advantageous for the public and the County of Collier. Any proposal which is incomplete, conditional, obscure or which contains irregularities of any kind, may be cause for rejection. In the event of default of the successful Vendor, or their refusal to enter into the Collier County contract, the County reserves the right to accept the proposal of any other Vendor or to re-advertise using the same or revised documentation, at its sole discretion. August 22,2016 New Business 7-D 20 of 44 Exhibit III: Collier County Purchase Order Terms and Conditions 1. Offer and to comply with all carrier This offer is subject to cancellation by the regulations. Risk of loss of any goods COUNTY without notice if not accepted by sold hereunder shall transfer to the VENDOR within fourteen (14) days of COUNTY at the time and place of issuance. delivery; provided that risk of loss prior to actual receipt of the goods by the 2. Acceptance and Confirmation COUNTY nonetheless remain with This Purchase Order (including all VENDOR. documents attached to or referenced b) No charges will be paid by the COUNTY therein) constitutes the entire agreement for packing, crating or cartage unless between the parties, unless otherwise otherwise specifically stated in this specifically noted by the COUNTY on the Purchase Order. Unless otherwise face of this Purchase Order. Each delivery provided in Purchase Order, no invoices of goods and/or services received by the shall be issued nor payments made COUNTY from VENDOR shall be deemed to prior to delivery. Unless freight and be upon the terms and conditions contained other charges are itemized, any in this Purchase Order. discount will be taken on the full amount of invoice. No additional terms may be added and c) All shipments of goods scheduled on the Purchase Order may not be changed except same day via the same route must be by written instrument executed by the consolidated. Each shipping container COUNTY. VENDOR is deemed to be on must be consecutively numbered and notice that the COUNTY objects to any marked to show this Purchase Order additional or different terms and conditions number. The container and Purchase contained in any acknowledgment, invoice Order numbers must be indicated on bill or other communication from VENDOR, of lading. Packing slips must show notwithstanding the COUNTY'S acceptance Purchase Order number and must be or payment for any delivery of goods and/or included on each package of less than services, or any similar act by VENDOR. container load (LCL) shipments and/or with each car load of equipment. The 3. Inspection COUNTY reserves the right to refuse or All goods and/or services delivered return any shipment or equipment at hereunder shall be received subject to the VENDOR'S expense that is not marked COUNTY'S inspection and approval and with Purchase Order numbers. payment therefore shall not constitute VENDOR agrees to declare to the acceptance. All payments are subject to carrier the value of any shipment made adjustment for shortage or rejection. All under this Purchase Order and the full defective or nonconforming goods will be invoice value of such shipment. returned pursuant to VENDOR'S instruction d) All invoices must contain the Purchase at VENDOR'S expense. Order number and any other specific information as identified on the To the extent that a purchase order requires Purchase Order. Discounts of prompt a series of performances by VENDOR, the payment will be computed from the date COUNTY prospectively reserves the right to of receipt of goods or from date of cancel the entire remainder of the Purchase receipt of invoices, whichever is later. Order if goods and/or services provided Payment will be made upon receipt of a early in the term of the Purchase Order are proper invoice and in compliance with non-conforming or otherwise rejected by the Chapter 218, Fla. Stats., otherwise COUNTY. known as the "Local Government 4. Shipping and Invoices Prompt Payment Act," and, pursuant to a) All goods are FOB destination and must the Board of County Commissioners be suitably packed and prepared to Purchasing Policy. secure the lowest transportation rates August 22, 2016 New Business 7-D 21 of 44 5. Time Is Of the Essence and transportation shall conform to all Time for delivery of goods or performance of applicable laws, including but not limited to services under this Purchase Order is of the the Occupational Health and Safety Act, the essence. Failure of VENDOR to meet Federal Transportation Act and the Fair delivery schedules or deliver within a Labor Standards Act, as well as any law or reasonable time, as interpreted by the regulation noted on the face of the Purchase COUNTY in its sole judgment, shall entitle Order. the COUNTY to seek all remedies available to it at law or in equity. VENDOR agrees to 9. Advertising reimburse the COUNTY for any expenses No VENDOR providing goods and services incurred in enforcing its rights. VENDOR to the COUNTY shall advertise the fact that further agrees that undiscovered delivery of it has contracted with the COUNTY for nonconforming goods and/or services is not goods and/or services, or appropriate or a waiver of the COUNTY'S right to insist make use of the COUNTY'S name or other upon further compliance with all identifying marks or property without the specifications. prior written consent of the COUNTY'S Purchasing Department. 6. Changes The COUNTY may at any time and by written notice make changes to drawings 10. Indemnification and specifications, shipping instructions, VENDOR shall indemnify and hold harmless quantities and delivery schedules within the the COUNTY from any and all claims, general scope of this Purchase Order. including claims of negligence, costs and Should any such change increase or expenses, including but not limited to decrease the cost of, or the time required for attorneys' fees, arising from, caused by or performance of the Purchase Order, an related to the injury or death of any person equitable adjustment in the price and/or (including but not limited to employees and delivery schedule will be negotiated by the agents of VENDOR in the performance of COUNTY and VENDOR. Notwithstanding their duties or otherwise), or damage to the foregoing, VENDOR has an affirmative property (including property of the COUNTY obligation to give notice if the changes will or other persons), which arise out of or are decrease costs. Any claims for adjustment incident to the goods and/or services to be by VENDOR must be made within thirty (30) provided hereunder. days from the date the change is ordered or within such additional period of time as may 11. Warranty of Non-Infringement be agreed upon by the parties. VENDOR represents and warrants that all goods sold or services performed under this 7. Warranties Purchase Order are: a) in compliance with VENDOR expressly warrants that the goods applicable laws; b) do not infringe any and/or services covered by this Purchase patent, trademark, copyright or trade secret; Order will conform to the specifications, and c) do not constitute unfair competition. drawings, samples or other descriptions furnished or specified by the COUNTY, and VENDOR shall indemnify and hold harmless will be of satisfactory material and quality the COUNTY from and against any and all production, free from defects and sufficient claims, including claims of negligence, costs for the purpose intended. Goods shall be and expense, including but not limited to delivered free from any security interest or attorneys' fees, which arise from any claim, other lien, encumbrance or claim of any third suit or proceeding alleging that the party. These warranties shall survive COUNTY'S use of the goods and/or inspection, acceptance, passage of title and services provided under this Purchase Order payment by the COUNTY. are inconsistent with VENDOR'S representations and warranties in section 11 8. Statutory Conformity (a). Goods and services provided pursuant to this Purchase Order, and their production August 22,2016 New Business 7-D 22 of 44 If any claim which arises from VENDOR'S beyond their control, including, but without breach of section 11 (a) has occurred, or is limitation to war, strikes, civil disturbances likely to occur, VENDOR may, at the and acts of nature. When VENDOR has COUNTY'S option, procure for the COUNTY knowledge of any actual or potential force the right to continue using the goods or majeure or other conditions which will delay services, or replace or modify the goods or or threatens to delay timely performance of services so that they become non-infringing, this Purchase Order, VENDOR shall (without any material degradation in immediately give notice thereof, including all performance, quality, functionality or relevant information with respects to what additional cost to the COUNTY). steps VENDOR is taking to complete delivery of the goods and/or services to the 12. Insurance Requirements COUNTY. The VENDOR, at its sole expense, shall provide commercial insurance of such type 15. Assignment and with such terms and limits as may be VENDOR may not assign this Purchase reasonably associated with the Purchase Order, nor any money due or to become due Order. Providing and maintaining adequate without the prior written consent of the insurance coverage is a material obligation COUNTY. Any assignment made without of the VENDOR. All insurance policies shall such consent shall be deemed void. be executed through insurers authorized or eligible to write policies in the State of 16. Taxes Florida. Goods and services procured subject to this Purchase Order are exempt from Florida 13. Compliance with Laws sales and use tax on real property, transient In fulfilling the terms of this Purchase Order, rental property rented, tangible personal VENDOR agrees that it will comply with all purchased or rented, or services purchased federal, state, and local laws, rules, codes, (Florida Statutes, Chapter 212), and from and ordinances that are applicable to the federal excise tax. conduct of its business. By way of non- exhaustive example, this shall include the 17. Annual Appropriations American with Disabilities Act and all The COUNTY'S performance and obligation prohibitions against discrimination on the to pay under this Purchase Order shall be basis of race, religion, sex creed, national contingent upon an annual appropriation of origin, handicap, marital status, or veterans' funds. status. Further, VENDOR acknowledges and without exception or stipulation shall be 18. Termination fully responsible for complying with the This Purchase Order may be terminated at provisions of the Immigration Reform and any time by the COUNTY upon 30 days Control Act of 1986 as located at 8 U.S.C. prior written notice to the VENDOR. This 1324, et seq. and regulations relating Purchase Order may be terminated thereto, as either may be amended. Failure immediately by the COUNTY for breach by by the awarded firm(s) to comply with the VENDOR of the terms and conditions of this laws referenced herein shall constitute a Purchase Order, provided that COUNTY has breach of the award agreement and the provided VENDOR with notice of such County shall have the discretion to breach and VENDOR has failed to cure unilaterally terminate said agreement within 10 days of receipt of such notice. immediately. Any breach of this provision may be regarded by the COUNTY as a 19. General material and substantial breach of the a) This Purchase Order shall be governed contract arising from this Purchase Order. by the laws of the State of Florida. The venue for any action brought to 14. Force Majeure specifically enforce any of the terms and Neither the COUNTY nor VENDOR shall be conditions of this Purchase Order shall responsible for any delay or failure in be the Twentieth Judicial Circuit in and performance resulting from any cause for Collier County, Florida August 22, 2016 New Business 7-D 23 of 44 b) Failure of the COUNTY to act associated with this Purchase Order in immediately in response to a breach of accordance with Florida Statute Chapter this Purchase Order by VENDOR shall 112.061, Per Diem and Travel not constitute a waiver of breach. Expenses for Public Officers, employees Waiver of the COUNTY by any default and authorized persons. by VENDOR hereunder shall not be e) In the event of any conflict between or deemed a waiver of any subsequent among the terms of any Contract default by VENDOR. Documents related to this Purchase c) All notices under this Purchase Order Order, the terms of the Contract shall be sent to the respective Documents shall take precedence over addresses on the face page by certified the terms of the Purchase Order. To the mail, return receipt requested, by extent any terms and /or conditions of overnight courier service, or by personal this Purchase Order duplicate or overlap delivery and will be deemed effective the Terms and Conditions of the upon receipt. Postage, delivery and Contract Documents, the provisions of other charges shall be paid by the the Terms and/or Conditions that are sender. A party may change its address most favorable to the County and/or for notice by written notice complying provide the greatest protection to the with the requirements of this section. County shall govern. d) The Vendor agrees to reimbursement of any travel expenses that may be August 22,2016 New Business 7-D Exhibit IV: Additional Terms and Conditions for RFP 24 of 44 1. Insurance Requirements The Vendor shall at its own expense, carry and maintain insurance coverage from responsible companies duly authorized to do business in the State of Florida as set forth in the Insurance and Bonding attachment of this solicitation. The Vendor shall procure and maintain property insurance upon the entire project, if required, to the full insurable value of the scope of work. The County and the Vendor waive against each other and the County's separate Vendors, Contractors, Design Consultant, Subcontractors agents and employees of each and all of them, all damages covered by property insurance provided herein, except such rights as they may have to the proceeds of such insurance. The Vendor and County shall, where appropriate, require similar waivers of subrogation from the County's separate Vendors, Design Consultants and Subcontractors and shall require each of them to include similar waivers in their contracts. Collier County shall be responsible for purchasing and maintaining,its own liability insurance. Certificates issued as a result of the award of this solicitation must identify "For any and all work performed on behalf of Collier County." The General Liability Policy provided by Vendor to meet the requirements of this solicitation shall name Collier County, Florida, as an additional insured as to the operations of Vendor under this solicitation and shall contain a severability of interests provisions. Collier County Board of County Commissioners shall be named as the Certificate Holder. The Certificates of Insurance must state the Contract Number, or Project Number, or specific Project description, or must read: For any and all work performed on behalf of Collier County. The "Certificate Holder' should read as follows: Collier County Board of County Commissioners Naples, Florida The amounts and types of insurance coverage shall conform to the minimum requirements set forth in the Insurance and Bonding attachment, with the use of Insurance Services Office (ISO)forms and endorsements or their equivalents. If Vendor has any self-insured retentions or deductibles under any of the below listed minimum required coverage, Vendor must identify on the Certificate of Insurance the nature and amount of such self- insured retentions or deductibles and provide satisfactory evidence of financial responsibility for such obligations. All self-insured retentions or deductibles will be Vendor's sole responsibility. Coverage(s) shall be maintained without interruption from the date of commencement of the Work until the date of completion and acceptance of the scope of work by the County or as specified in this solicitation, whichever is longer. The Vendor and/or its insurance carrier shall provide 30 days written notice to the County of policy cancellation or non-renewal on the part of the insurance carrier or the Vendor. The Vendor shall also notify the 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 Vendor from its insurer and nothing contained herein shal relieve Vendor of this requirement to provide notice. In the event of a reduction in the aggregate limit of any policy to be provided by Vendor August 22,2016 New Business 7-D hereunder, Vendor shall immediately take steps to have the aggregate limit reinstated to the2fig 44 extent permitted under such policy. Should at any time the Vendor not maintain the insurance coverage(s) required herein, the County may terminate the Agreement or at its sole discretion shall be authorized to purchase such coverage(s) and charge the Vendor for such coverage(s) purchased. If Vendor fails to reimburse the County for such costs within thirty (30) days after demand, the County has the right to offset these costs from any amount due Vendor under this Agreement or any other agreement between the County and Vendor. The County shall be under no obligation to purchase such insurance, nor shall it be responsible for the coverage(s) purchased or the insurance company or companies used. The decision of the County to purchase such insurance coverage(s) shall in no way be construed to be a waiver of any of its rights under the Contract Documents. If the initial or any subsequently issued Certificate of Insurance expires prior to the completion of the scope of work, the Vendor shall furnish to the County renewal or replacement Certificate(s) of Insurance not later than ten (10) calendar days after the expiration date on the certificate. Failure of the Vendor to provide the County with such renewal certificate(s) shall be considered justification for the County to terminate any and all contracts. 2. Offer Extended to Other Governmental Entities Collier County encourages and agrees to the successful vendor extending the pricing, terms and conditions of this solicitation or resultant contract to other governmental entities at the discretion of the successful vendor. 3. Additional Items and/or Services Additional items and / or services may be added to the resultant contract, or purchase order, in compliance with the Purchasing Policy. 4. County's Rightto Inspect The County or its authorized Agent shall have the right to inspect the Vendor's facilities/project site during and after each work assignment the Vendor is performing. 5. Vendor Performance Evaluation The County has implemented a Vendor Performance Evaluation System for all contracts awarded in excess of $25,000. To this end, vendors will be evaluated on their performance upon completion/termination of this Agreement. 6. Additional Terms and Conditions of Contract Collier County has developed standard contracts/agreements, approved by the Board of County Commissioners(BCC). The selected Vendor shall be required to sign a standard Collier County contract within twenty one (21) days of Notice of Selection for Award. The resultant contract(s) may include purchase or work orders issued under one, or any combination of price methodologies by the County's project manager: 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 August 22, 2016 New Business 7-D invoices presented, rather, the contractor must perform to the satisfaction of the Countyi6p4llfct manager before payment for the fixed price contract is authorized. Time and Materials: the County agrees to pay the contractor for the amount of labor time spent by the contractor'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 invoices, and other reimbursable documentation for the project. Unit Price: the County agrees to pay a firm total fixed price (inclusive of all costs, including labor, materials, equipment, overhead, etc.) for a repetitive product or service delivered (i.e. installation price per ton, delivery price per package or carton, etc.). The invoice must identify the unit price and the number of units received (no contractor inventory or cost verification required). The County reserves the right to include in any contract document such terms and conditions, as it deems necessary for the proper protection of the rights of Collier County. A sample copy of this contract is available upon request. The County will not be obligated to sign any contracts, maintenance and/or service agreements or other documents provided by the Vendor. The County's project manager, shall coordinate with the Vendor/Contractor the return of any surplus assets, including materials, supplies, and equipment associated with the scope or work. 7. Payment Method Payments are made in accordance with the Local Government Prompt Payment Act, Chapter 218, Florida Statutes. Vendor's invoices must include: • Purchase Order Number • Description and quantities of the goods or services provided per instructions on the County's purchase order or contract. Invoices shall be sent to: Board of County Commissioners Clerk's Finance Department ATTN: Accounts Payable 3299 Tamiami Trail E Ste 700 Naples FL 34112 Or emailed to: bccapclerk@collierclerk.com. Collier County, in its sole discretion, will determine the method of payment for goods and/or services as part of this agreement. Payment methods include: • Traditional— payment by check, wire transfer or other cash equivalent. August 22,2016 New Business 7-D • Standard—payment by purchasing card. Collier County's Purchasing Card Program is27 of 44 supported by standard bank credit suppliers (i.e. VISA and MasterCard), and as such, is cognizant of the Rules for VISA Merchants and MasterCard Merchant Rules. The County may not accept any additional surcharges (credit card transaction fees) as a result of using the County's credit card for transactions relating to this solicitation. The County will entertain bids clearly stating pricing for standard payment methods. An additional separate discounted price for traditional payments may be provided at the initial bid submittal if it is clearly marked as an "Additional Cash Discount." Upon execution of the Contract and completion of each month's work, payment requests may be submitted to the Project Manager on a monthly basis by the Contractor for services rendered for that prior month. Services beyond sixty (60) days from current monthly invoice will not be considered for payment without prior approval from the Project manager. All invoices should be submitted within the fiscal year the work was performed. (County's fiscal year is October 1 - September 30.) Invoices submitted after the close of the fiscal year will not be accepted (or processed for payment) unless specifically authorized by the Project Manager. Payments will be made for articles and/or 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. In instances where the successful contractor may owe debts (including, but not limited to taxes or other fees) to Collier County and the contractor has not satisfied nor made arrangement to satisfy these debts, the County reserves the right to off-set the amount owed to the County by applying the amount owed to the vendor or contractor for services performed of for materials delivered in association with a contract. Invoices shall not reflect sales tax. After review and approval, the invoice will be transmitted to the Finance Division for payment. Payment will be made upon receipt of proper invoice and in compliance with Chapter 218 Florida Statutes, otherwise known as the "Local Government Prompt Payment Act." Collier County reserves the right to withhold and/or reduce an appropriate amount of any payment for work not performed or for unsatisfactory performance of Contractual requirements. 8. Environmental Health and Safety All Vendors and Sub vendors performing service for Collier County are required and shall comply with all Occupational Safety and Health Administration (OSHA), State and County Safety and Occupational Health Standards and any other applicable rules and regulations. Vendors and Sub vendors shall be responsible for the safety of their employees and any unsafe acts or conditions that may cause injury or damage to any persons or property within and around the work site. All firewall penetrations must be protected in order to meet Fire Codes. Collier County Government has authorized OSHA representatives to enter any Collier County facility, property and/or right-of-way for the purpose of inspection of any Vendor's work operations. This provision is non-negotiable by any department and/or Vendor. All new electrical installations shall incorporate NFPA 70E Short Circuit Protective Device Coordination and Arc Flash Studies where relevant as determined by the engineer. August 22, 2016 New Business 7-D All electrical installations shall be labeled with appropriate NFPA 70E arch flash boundary aa Oft Protective labels. 9. Licenses The Vendor is required to possess the correct Business Tax Receipt, professional license, and any other authorizations necessary to carry out and perform the work required by the project pursuant to all applicable Federal,State and Local Law, Statute, Ordinances, and rules and regulations of any kind. Additionally, copies of the required licenses must be submitted with the proposal response indicating that the entity proposing, as well as the team assigned to the County account, is properly licensed to perform the activities or work included in the contract documents. Failure on the part of any Vendor to submit the required documentation may be grounds to deem Vendor non-responsive. A Vendor, with an office within Collier County is also required to have an occupational license. All State Certified contractors who may need to pull Collier County permits or call in inspections must complete a Collier County Contractor License registration form and submit the required fee. After registering the license/registration will need to be renewed thereafter to remain "active" in Collier County. If you have questions regarding professional licenses contact the Contractor Licensing, Community Development and Environmental Services at (239) 252-2431, 252-2432 or 252-2909. Questions regarding required occupational licenses, please contact the Tax Collector's Office at (239) 252- 2477. 10. Principals/Collusion By submission of this Proposal the undersigned, as Vendor, does declare that the only person or persons interested in this Proposal as principal or principals is/are named therein and that no person other than therein mentioned has any interest in this Proposal or in the contract to be entered into; that this Proposal is made without connection with any person, company or parties making a Proposal, and that it is in all respects fair and in good faith without collusion or fraud. 11. Relation of County It is the intent of the parties hereto that the Vendor shall be legally considered an independent Vendor, and that neither the Vendor nor their employees shall, under any circumstances, be considered employees or agents of the County, and that the County shall be at no time legally responsible for any negligence on the part of said Vendor, their employees or agents, resulting in either bodily or personal injury or property damage to any individual, firm, or corporation. 12.Termination Should the Vendor be found to have failed to perform his services in a manner satisfactory to the County, the County may terminate this Agreement immediately 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. 13. Lobbying All firms are hereby placed on NOTICE that the Board of County Commissioners does not wish to be lobbied, either individually or collectively about a project for which a firm has submitted a Proposal. August 22, 2016 New Business 7-D 29 of 44 Firms and their agents are not to contact members of the County Commission for such purposes as meeting or introduction, luncheons, dinners, etc. During the process, from Proposal closing to final Board approval, no firm or their agent shall contact any other employee of Collier County in reference to this Proposal, with the exception of the Procurement Director or his designee(s). Failure to abide by this provision may serve as grounds for disqualification for award of this contract to the firm. 14. Public Records Compliance The Vendor/Contractor agrees to comply with the Florida Public Records Law Chapter 119 (including specifically those contractual requirements at F.S. § 119.0701(2) (a)-(d) and (3)), ordinances, codes, rules, regulations and requirements of any governmental agencies. 15. Certificate of Authority to Conduct Business in the State of Florida(Florida Statute 607.1501) In order to be considered for award, firms must be registered with the Florida Department of State Divisions of Corporations in accordance with the requirements of Florida Statute 607.1501 and provide a certificate of authority (www.sunbiz.orq/search.html) prior to execution of a contract. A copy of the document may be submitted with the solicitation response and the document number shall be identified. Firms who do not provide the certificate of authority at the time of response shall be required to provide same within five (5) days upon notification of selection for award. If the firm cannot provide the document within the referenced timeframe, the County reserves the right to award to another firm. 16. Single Proposal Each Vendor must submit, with their proposal, the required forms included in this RFP. Only one proposal from a legal entity as a primary will be considered. A legal entity that submits a proposal as a primary or as part of a partnership or joint venture submitting as primary may not then act as a sub- consultant to any other firm submitting under the same RFP. If a legal entity is not submitting as a primary or as part of a partnership or joint venture as a primary, that legal entity may act as a sub- consultant to any other firm or firms submitting under the same RFP. All submittals in violation of this requirement will be deemed non-responsive and rejected from further consideration. 17. Survivability Bids (ITBs/RFPs): The Consultant/Contractor/Vendor agrees that any Work Order/Purchase Order that extends beyond the expiration date of Solicitation 16-6611 resultant of this solicitation will survive and remain subject to the terms and conditions of that Agreement until the completion or termination of any Work Order/Purchase Order. 18. Protest Procedures Any prospective vendor/ proposer who desires to protest any aspect(s) or provision(s) of the solicitation (induding the form of the solicitation documents or procedures) shall file their protest with the Procurement Director prior to the time of the bid opening strictly in accordance with the County's then current purchasing ordinance and policies. The Board of County Commissioners will make award of contract in public session. Award recommendations will be posted outside the offices of the Purchasing Department on Wednesdays August 22,2016 New Business 7-D and Thursdays. Any actual or prospective respondent who desires to formally protest the 30 of 44 recommended contract award must file a notice of intent to protest with the Procurement Director within two(2) calendar days (excluding weekends and County holidays) of the date that the recommended award is posted. Upon filing of said notice, the protesting party will have five (5) days to file a formal protest and will be given instructions as to the form and content requirements of the formal protest. A copy of the "Protest Policy" is available at the office of the Procurement Director. 19. Public Entity Crime A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a bid, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a bid, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit bids, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. 20.Security and Background Checks If required, Vendor/ Contractor/ Proposer shall be responsible for the costs of providing background checks by the Collier County Facilities Management Department, and drug testing for all employees that shall provide services to the County under this Agreement. This may include, but not be limited to, checking federal, state and local law enforcement records, including a state and FBI fingerprint check, credit reports, education, residence and employment verifications and other related records. Contractor shall be required to maintain records on each employee and make them available to the County for at least four(4) years. 21. Conflict of Interest Vendor shall complete the Conflict of Interest Affidavit included as an attachment to this RFP document. Disclosure of any potential or actual conflict of interest is subject to County staff review and does not in and of itself disqualify a firm from consideration. These disclosures are intended to identify and or preclude conflict of interest situations during contract selection and execution. 22. 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, the current Collier County Ethics Ordinance 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. 23. Immigration Affidavit Certification August 22, 2016 New Business 7-D Statutes and executive orders require employers to abide by the immigration laws of the UnE8f44 States and to employ only individuals who are eligible to work in the United States. The Employment Eligibility Verification System (E-Verify) operated by the Department of Homeland Security(DHS) in partnership with the Social Security Administration (SSA), provides an Internet- based means of verifying employment eligibility of workers in the United States; it is not a substitute for any other employment eligibility verification requirements. The program will be used for Collier County formal Invitations to Bid (ITB) and Request for Proposals(RFP) including professional services and construction services. Exceptions to the program: • Commodity based procurement where no services are provided. • Where the requirement for the affidavit is waived by the Board of County Commissioners Vendors/ Bidders are required to enroll in the E-Verify program, and provide acceptable evidence of their enrollment, at the time of the submission of the vendor's/bidder's proposal. Acceptable evidence consists of a copy of the properly completed E-Verify Company Profile page or a copy of the fully executed E-Verify Memorandum of Understanding for the company. Vendors are also required to provide the Collier County Purchasing Department an executed affidavit certifying they shall comply with the E-Verify Program. The affidavit is attached to the solicitation documents. If the Bidder/Vendor does not comply with providing both the acceptable E-Verify evidence and the executed affidavit the bidder's/vendor's proposal may be deemed non-responsive. Additionally, vendors shall require all subcontracted vendors to use the E-Verify system for all purchases not covered under the"Exceptions to the program" clause above. For additional information regarding the Employment Eligibility Verification System (E-Verify) program visit the following website: http://www.dhs.gov/E-Verify. It shall be the vendor's responsibility to familiarize themselves with all rules and regulations governing this program. Vendor acknowledges, and without exception or stipulation,any firm(s) receiving an award shall be fully responsible for complying with the provisions of 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 and with the provisions contained within this affidavit. Failure by the awarded firm(s)to comply with the laws referenced herein or the provisions of this affidavit shall constitute a breach of the award agreement and the County shall have the discretion to unilaterally terminate said agreement immediately. 24. Collier County Local Preference Policy Collier County provides an incentive to local business to enhance the opportunities of local businesses in the award of County contracts. In the evaluation of proposals, the County rewards Vendors for being a local business by granting a ten (10) points incentive in the evaluation criterion points. Local business means the vendor has a current Business Tax Receipt issued by the Collier County Tax Collector for at least one year prior to bid or proposal submission to do business within Collier County, and that identifies the business with a permanent physical business address located within the limits of Collier County from which the vendor's staff operates and performs business in an area zoned for the conduct of such business. A Post Office Box or a facility that receives mail, or a non- permanent structure such as a construction trailer, storage shed, or other non-permanent structure shall not be used for the purpose of establishing said physical address. In addition to the foregoing, a August 22,2016 New Business 7-D vendor shall not be considered a "local business" unless it contributes to the economic deve8j5ifn``nt and well-being of Collier County in a verifiable and measurable way. This may include, but not be limited to, the retention and expansion of employment opportunities, support and increase to the County's tax base, and residency of employees and principals of the business within Collier County. Vendors shall affirm in writing their compliance with the foregoing at the time of submitting their bid or proposal to be eligible for consideration as a "local business" under this section.A vendor who misrepresents the Local Preference status of its firm in a proposal or bid submitted to the County will lose the privilege to claim Local Preference status for a period of up to one year. Under this solicitation proposers desiring to receive local preference will be invited and required to affirmatively state and provide documentation as set forth in the solicitation in support of their status as a local business. Any proposer who fails to submit sufficient documentation with their proposal offer shall not be granted local preference consideration for the purposes of that specific contract award. Except where federal or state law, or any other funding source, mandates to the contrary, Collier County and its agencies and instrumentalities, will give preference to local businesses in the following manner. For all purchases of commodities and services procured through a competitive proposal process and not otherwise exempt from this local preference section, the solicitation shall include a weighted criterion for local preference that equals 10 percent of the total points in the evaluation criteria published in the solicitation. Purchases of professional services as defined and identified under subsection 11B.2 (which are subject to Section 287.055, F.S.) and subsection 11B.3 (which are subject to Section 11.45, F.S.) shall not be subject to this local preference section. The vendor must complete and submit with their proposal response the Affidavit for Claiming Status as a Local Business which is included as part of this solicitation. Failure on the part of a vendor to submit this Affidavit with their proposal response will preclude said Vendor from being considered for local preference under this solicitation. A vendor who misrepresents the Local Preference status of its firm in a proposal or bid submitted to the County will lose the privilege to claim Local Preference status for a period of up to one year. August 22,2016 New Business 7-D 33 of 44 Cotter County Adminstrative Services Department Procurement`$ec ces Drir5ior Attachment 1: Vendor's Non-Response Statement The sole intent of the Collier County Purchasing Department is to issue solicitations that are clear, concise and openly competitive. Therefore, we are interested in ascertaining reasons for prospective Vendors not wishing to respond to this solicitation. If your firm is not responding to this RFP, please indicate the reason(s) by checking the item(s) listed below and return this form via email or fax, noted on the cover page, or mail to Collier County Government, Purchasing Department, 3327 Tamiami Trail E, Naples, FL 34112. We are not responding to Solicitation 16-6611 —International Tourism Representation for the following reason(s): ❑ Services requested not available through our company. ❑ Our firm could not meet specifications/scope of work. ❑ Specifications/scope of work not clearly understood or applicable (too vague, rigid, etc.) ❑ Project is too small. ❑ Insufficient time allowed for preparation of response. ❑ Incorrect address used. Please correct mailing address: ❑ Other reason(s): Name of Firm: Address: City, State, Zip: Telephone: Email: Representative Signature: Representative Name: Date August 22, 2016 New Business 7-D 34 of 44 Colter County Adminstrative Services Departnnent Procurement emen Se!,ices D slon Attachment 2: Vendor Check List IMPORTANT: THIS SHEET MUST BE SIGNED. Please read carefully, sign in the spaces indicated and return with your Proposal. Vendor should check off each of the following items as the necessary action is completed: ❑ The Proposal has been signed. ❑ All applicable forms have been signed and included, along with licenses to complete the requirements of the project. ❑ Any addenda have been signed and included. ❑ The mailing envelope has been addressed to: Collier County Government Purchasing Department 3327 Tamiami Trail E Naples FL 34112 Attn: Adam Northrup, Procurement Strategist ❑ The mailing envelope must be sealed and marked with Solicitation 16-6611 and 06/02/2016; 3:00PM. ❑ The Proposal will be mailed or delivered in time to be received no later than the specified due date and time. (Otherwise Proposal cannot be considered.) ❑ If submitting a manual bid, include any addenda (initialed and dated noting understanding and receipt). If submitting bid electronically, bidder will need to download all relabd documents on www.colliergov.net/bid. The system will date and time stamp when the addendum files were downloaded. ALL COURIER-DELIVERED PROPOSALS MUST HAVE THE RFP NUMBER AND TITLE ON THE OUTSIDE OF THE COURIER PACKET. Name of Firm: Address: City, State, Zip: Telephone: Email: Representative Signature: Representative Name: Date August 22,2016 New Business 7-D 35 of 44 Collier Courity Administrative Services Department Procurement Ciemces L.rlVisiOn Attachment 3: Conflict of Interest Affidavit By the signature below,the firm (employees, officers and/or agents) certifies, and hereby discloses, that, to the best of their knowledge and belief, all relevant facts concerning past, present, or currently planned interest or activity (financial, contractual, organizational,or otherwise) which relates to the proposed work; and bear on whether the firm (employees, officers and/or agents) has a possible conflict have been fully disclosed. Additionally, the firm (employees, officers and/or agents) agrees to immediately notify in writing the Procurement Director, or designee, if any actual or potential conflict of interest arises during the contract and/or project duration. Firm: Signature and Date: Print Name Title of Signatory State of County of SUBSCRIBED AND SWORN to before me this day of 20 by , who is personally known to me to be the for the Firm, OR who produced the following identification Notary Public My Commission Expires August 22,2016 New Business 7-D 36 of 44 Coder County Administrative Services Department Procurement Seir nce5 DI'vt51on Attachment 4: Vendor Declaration Statement BOARD OF COUNTY COMMISSIONERS Collier County Government Complex Naples, Florida 34112 RE: Solicitation: 16-6611 —International Tourism Representation Dear Commissioners: The undersigned, as Vendor declares that this proposal is made without connection or arrangement with any other person and this proposal is in every respect fair and made in good faith, without collusion or fraud. The Vendor agrees, if this proposal is accepted, to execute a Collier County document for the purpose of establishing a formal contractual relationship between the firm and Collier County, for the performance of all requirements to which the proposal pertains. The Vendor states that the proposal is based upon the proposal documents listed by Solicitation: 16-6611 —International Tourism Representation. (Proposal Continued on Next Page) August 22, 2016 New Business 7-D PROPOSAL CONTINUED 37 of 44 IN WITNESS WHEREOF, WE have hereunto subscribed our names on this day of , 20 in the County of , in the State of Firm's Legal Name: Address: City, State, Zip Code: Florida Certificate of Authority Document Number: Federal Tax Identification Number CCR#or CAGE Code Telephone: FAX: Signature by: (Typed and written) Title: Additional Contact Information Send payments to: (required if different from above) Company name used as payee Contact name: Title: Address: City, State,ZIP Telephone: FAX: Email: Office servicing Collier County to place orders (required if different from above) Contact name: Title: Address: City, State,ZIP Telephone: Email August 22,2016 New Business 7-D 38 of 44 Cager County Administrative Services Department Prectoerikeft.Services Dtv,s,ou, Attachment 5: Affidavit for Claiming Status as a Local Business Solicitation: 16-6611 —International Tourism Representation (Check Appropriate Boxes Below) State of Florida (Select County if Vendor is described as a Local Business ❑ Collier County ❑ Lee County Vendor affirms that it is a local business as defined by the Purchasing Policy of the Collier County Board of County Commissioners and the Regulations Thereto. As defined in Section XI of the Collier County Purchasing Policy: Local business means the vendor has a current Business Tax Receipt issued by the Collier County Tax Collector for at least one year prior to bid or proposal submission to do business within Collier County, and that identifies the business with a permanent physical business address located within the limits of Collier County from which the vendor's staff operates and performs business in an area zoned for the conduct of such business. A Post Office Box or a facility that receives mail, or a non-permanent structure such as a construction trailer, storage shed, or other non-permanent structure shall not be used for the purpose of establishing said physical address. In addition to the foregoing, a vendor shall not be considered a"local business" unless it contributes to the economic development and well-being of Collier County in a verifiable and measurable way. This may include, but not be limited to,the retention and expansion of employment opportunities, support and increase to the County's tax base, and residency of employees and principals of the business within Collier County. Vendors shall affirm in writing their compliance with the foregoing at the time of submitting their bid or proposal to be eligible for consideration as a"local business"under this section. A vendor who misrepresents the Local Preference status of its firm in a proposal or bid submitted to the County will lose the privilege to claim Local Preference status for a period of up to one year. Vendor must complete the following information: Year Business Established in ❑Collier County or❑ Lee County: Number of Employees (Including Owner(s)or Corporate Officers): Number of Employees Living in ❑ Collier County or❑ Lee (Including Owner(s)or Corporate Officers): If requested by the County,vendor will be required to provide documentation substantiating the information given in this affidavit. Failure to do so will result in vendor's submission being deemed not applicable. Vendor Name: Date: Collier or Lee County Address: Signature: Title: STATE OF FLORIDA ❑ COLLIER COUNTY ❑ LEE COUNTY Sworn to and Subscribed Before Me, a Notary Public, for the above State and County, on this Day of , 20 Notary Public My Commission Expires: (AFFIX OFFICIAL SEAL) August 22,2016 New Business 7-D 39 of 44 Cotler County Administrative Services Department Procurement Seruces Gf>+iion Attachment 6: Immigration Affidavit Certification Solicitation:16-6611 —International Tourism Representation This Affidavit is required and should be signed, notarized by an authorized principal of the firm and submitted with formal Invitations to Bid (ITB's) and Request for Proposals (RFP) submittals. Further, Vendors/Bidders are required to enroll in the E-Verify program, and provide acceptable evidence of their enrollment, at the time of the submission of the vendor's/bidder's proposal. Acceptable evidence consists of a copy of the properly completed E-Verify Company Profile page or a copy of the fully executed E-Verify Memorandum of Understanding for the company. Failure to include this Affidavit and acceptable evidence of enrollment in the E-Verify program, may deem the Vendor/Bidder's proposal as non-responsive. Collier County will not intentionally award County contracts to any vendor who knowingly employs unauthorized alien workers, constituting a violation of the employment provision contained in 8 U.S.C. Section 1324 a(e) Section 274A(e) of the Immigration and Nationality Act("INA"). Collier County may consider the employment by any vendor of unauthorized aliens a violation of Section 274A(e) of the INA. Such Violation by the recipient of the Employment Provisions contained in Section 274A(e) of the INA shall be grounds for unilateral termination of the contract by Collier County. Vendor attests that they are fully compliant with all applicable immigration laws (specifically to the 1986 Immigration Act and subsequent Amendment(s)) and agrees to comply with the provisions of the Memorandum of Understanding with E-Verify and to provide proof of enrollment in The Employment Eligibility Verification System (E-Verify), operated by the Department of Homeland Security in partnership with the Social Security Administration at the time of submission of the Vendor's/ Bidder's proposal. Company Name Print Name Title Signature Date State of County of The foregoing instrument was signed and acknowledged before me this day of 20 ,by who has produced as identification. (Print or Type Name) (Type of Identification and Number) Notary Public Signature Printed Name of Notary Public Notary Commission Number/Expiration The signee of this Affidavit guarantees, as evidenced by the sworn affidavit required herein,the truth and accuracy of this affidavit to interrogatories hereinafter made. August 22,2016 New Business 7-D 40 of 44 Co er County Administrative Services Department Procureme rt Ser,,ces cc;v sRan Attachment 7: Vendor Substitute W—9 Request for Taxpayer Identification Number and Certification In accordance with the Internal Revenue Service regulations, Collier County is required to collect the following information for tax reporting purposes from individuals and companies who do business with the County (including social security numbers if used by the individual or company for tax reporting purposes). Florida Statute 119.071(5) require that the county notify you in writing of the reason for collecting this information, which will be used for no other purpose than herein stated. Please complete all information that applies to your business and return with your quote or proposal. 1. General Information (provide all information) Taxpayer Name (as shown on income tax return) Business Name (if different from taxpayer name) Address City State Zip Telephone FAX Email Order Information Remit/Payment Information Address Address City State Zip City State Zip FAX FAX Email Email 2. Company Status(check only one) _Individual/Sole Proprietor _Corporation _Partnership _Tax Exempt (Federal income tax-exempt entity _Limited Liability Company under Internal Revenue Service guidelines IRC 501 (c)3) Enter the tax classification (D=Disregarded Entity, C=Corporation, P=Partnership) 3. Taxpayer Identification Number(for tax reporting purposes only) Federal Tax Identification Number(TIN) (Vendors who do not have a TIN,will be required to provide a social security number prior to an award of the contract.) 4. Sign and Date Form Certification: Under penalties of perjury, I certify that the information shown on this form is correct to my knowledge. Signature Date Title Phone Number August 22, 2016 New Business 7-D 41 of 44 Cattier County Administrative SeMces Depediment Procurement ent Services D,esicei Attachment 8: Insurance and Bonding Requirements 1. ❑Worker's Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government Compensation Statutory Limits and Requirements 2. ❑ Employer's Liability $ single limit per occurrence 3. ® Commercial General Bodily Injury and Property Damage Liability (Occurrence Form) patterned after the current $1,000,000 single limit per occurrence, $2,000,000 aggregate for Bodily Injury ISO form Liability and Property Damage Liability. This shall include Premises and Operations; Independent Contractors; Products and Completed Operations and Contractual Liability 4. ® Indemnification To the maximum extent permitted by Florida law, the ContractorNendor/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,to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the Contractor/Vendor/Consultant or anyone employed or utilized by the ContractorNendor/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. 4. ❑Automobile Liability $ Each Occurrence; Bodily Injury& Property Damage, Owned/Non-owned/Hired;Automobile Included 5. ❑ Other insurance as ❑Watercraft $ Per Occurrence noted: ❑ United States Longshoreman's and Harborworker's Act coverage shall be maintained where applicable to the completion of the work. $ Per Occurrence ❑ Maritime Coverage (Jones Act) shall be maintained where applicable to the completion of the work. $ Per Occurrence ❑Aircraft Liability coverage shall be carried in limits of not less than $5,000,000 each occurrence if applicable to the completion of the Services under this Agreement. $ Per Occurrence ❑ Pollution $ Per Occurrence ❑ Professional Liability $ Per Occurrence • $ 500,000 each claim and in the aggregate • $1,000,000 each claim and in the aggregate • $2,000,000 each claim and in the aggregate ❑ Professional Liability $ per claim and in the aggregate • $1,000,000 per claim and in the aggregate August 22,2016 New Business 7-D • $2,000,000 per claim and in the aggregate 42 of 44 ❑Valuable Papers Insurance $ Per Occurrence ❑ Employee Dishonesty/Crime $ Per Occurrence Including Employee Theft, Funds Transfer Fraud, Include a Joint Loss Payee endorsement naming Collier County. 6. ❑ Bid bond Shall be submitted with proposal response in the form of certified funds, cashiers'check or an irrevocable letter of credit, a cash bond posted with the County Clerk, or proposal bond in a sum equal to 5% of the cost proposal. All checks shall be made payable to the Collier County Board of County Commissioners on a bank or trust company located in the State of Florida and insured by the Federal Deposit Insurance Corporation. 7. ❑ Performance and For projects in excess of$200,000, bonds shall be submitted with the Payment Bonds executed contract by Proposers receiving award, and written for 100% of the Contract award amount, the cost borne by the Proposer receiving an award. The Performance and Payment Bonds shall be underwritten by a surety authorized to do business in the State of Florida and otherwise acceptable to Owner; provided, however, the surety shall be rated as "A-" or better as to general policy holders rating and Class V or higher rating as to financial size category and the amount required shall not exceed 5% of the reported policy holders'surplus, all as reported in the most current Best Key Rating Guide, published by A.M. Best Company, Inc. of 75 Fulton Street, New York, New York 10038. 8. ® Vendor shall ensure that all subcontractors comply with the same insurance requirements that he is required to meet. The same Vendor shall provide County with certificates of insurance meeting the required insurance provisions. 9. ® Collier County must be named as"ADDITIONAL INSURED"on the Insurance Certificate for Commercial General Liability where required. 10. ® The Certificate Holder shall be named as Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR Collier County Government, OR Collier County. The Certificates of Insurance must state the Contract Number, or Project Number, or specific Project description, or must read: For any and all work performed on behalf of Collier County. 11. ® Thirty (30) Days Cancellation Notice required. RLC 4/29/2016 Vendor's Insurance Statement We understand the insurance requirements of these specifications and that the evidence of insurability may be required within five(5)days of the award of this solicitation. Name of Firm Date Vendor Signature Print Name Insurance Agency Agent Name Telephone Number August 22,2016 New Business 7-D 43 of 44 Collier co.rnty Adm nistra6ue Services Department Proc,u+'ement setmceo Division Attachment 9: Reference Questionnaire Solicitation: 16-6611 —International Tourism Reference Questionnaire for: (Name of Company Requesting Reference Information) (Name of Individuals Requesting Reference Information) Name: Company: (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email: FAX: Telephone: Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again)and 1 representing that you were very unsatisfied (and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored"0." Project Description: Completion Date: Project Budget: Project Number of Days: Change Orders- Dollars Added : Change Orders- Days Added: Item] Citeria Score 1 Ability to manage the project costs (minimize change orders to scope). 2 Ability to maintain project schedule(complete on-time or early). 3 Quality of work. 4 Quality of consultative advice provided on the project. 5 Professionalism and ability to manage personnel. 6 Project administration (completed documents,final invoice,final product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 Overall comfort level with hiring the company in the future(customer satisfaction). TOTAL SCORE OF ALL ITEMS Please FAX this completed survey to: By August 22, 2016 New Business 7-D 44 of 44 Coder Coi4.HLy Adminisbabve Seances Departrnent rgcuren nt Seiv,eS:iV siOr' Attachment 10: Region Declaration Solicitation 16-6611 — International Tourism (Submit Form with Response) Indicate region Index Discipline Interest with a Checkmark 1 Germany and German speaking regions of Europe 2 United Kingdom and Ireland market Interested parties may bid on one or both regions of this contract. If you are interested in both the Germany and UK representation, you must submit a separate proposal for each. A submission for both regions cannot be combined into one proposal. Signed by: Date: Firm's Name: August 22, 2016 New Business 7-D(i) 1 of 126 AGREEMENT 16-6611 for International Tourism Representation (United Kingdom and Ireland) THIS AGREEMENT, made and entered into on this day of 20 , by and between OMMAC Ltd., a registered company in England and Wales, UK, registration number 04967240 and tax ID number (VAT) 851351639; whose business address is Greystones Roughetts Road, West Mailing, Kent, ME19 5XQ, UK, hereinafter called the "Contractor" and Collier County (The Naples, Marco Island, Everglades Convention & Visitors Bureau (CVB), a division of Collier County Florida Government), a political subdivision of the State of Florida, Collier County, Naples, hereinafter called the "County" or "CVB" for international representation services on behalf of the County. WITNESSETH: 1. AGREEMENT TERM. This Agreement shall be for an initial two (2) year period commencing on October 1, 2016, and terminating September 30, 2018, or until 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 Contractor, renew the Agreement under all of the terms and conditions contained in this Agreement for two (2) additional two (2) year periods. The County shall give the Contractor written notice of the County's intention to extend the Agreement term 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 one hundred and eighty (180) days. The County Manager, or his designee, shall give the Contractor written notice of the County's intention to extend the Agreement term prior to the end of the Agreement term then in effect. 2. STATEMENT OF WORK. The Contractor shall provide professional services for representing Collier County in the United Kingdom, Ireland and other International locations as designated by the County, in accordance with the terms and conditions of ITB #16-6611 and the Contractor's bid referred to herein and made an integral part of this Agreement, and attached Exhibit A, Scope of Services. This Agreement contains the entire understanding between the parties and any modifications to this Agreement shall be mutually agreed upon in writing by the Contractor and the CVB Executive Director or his designee, in compliance with the Procurement Ordinance, as amended, and Procurement Procedures in effect at the time such services are authorized. Page 1 of 13 Agreement 416-6611"International Tourism Representat%/��q Contraaor:OMMA •Q (United Kingdom and Ireland) August 22,2016 New Business 7-D(i) 2 of 126 3. THE CONTRACT SUM. The County shall pay the Contractor for the performance of this Agreement a flat annual fixed price of One Hundred and Twenty Thousand US Dollars ($120,000.00) paid in advance monthly installment payments and reimbursable expenses based on the fee schedule set forth in Exhibit B, Fee Schedule, and the price methodology as defined in Section 3.1. Payment will be made upon receipt of a proper invoice and upon approval by the CVB Executive Director or his designee, 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. 3.2 Any County agency may purchase products and services under this Agreement, provided sufficient funds are included in their budget(s). 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 the Agreement. 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. 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: OMMAC, Ltd. PO Box 316 West Mailing Kent ME19 5XQ UK ATTN: Oonagh McCullagh All Notices from the Contractor to the County shall be deemed duly served if mailed or faxed to the County to: Page 2 of 13 (� Agreement#16-6611"International Tourism Representati Contractor:OMNIA (United Kingdom and Ireland) .......... . ...... August 22, 2016 New Business 7-D(i) 3 of 126 Collier County Government Center Procurement Services Division 3327 Tam iami Trail, East Naples, Florida 34112 Attention: 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. 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 Agreement 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 Page 3 of 13 Agreement#16-6611"International Tourism Representation Contractor 0MM (United Kingdom and Irela August 22,2016 New Business 7-D(i) 4 of 126 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 Agreement 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. 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 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 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. Page 4 of 13 Agreement#16-6611"International Tourism Representatio. Contractor 0MM (United Kingdom and kola. August 22,2016 New Business 7-D(i) 5 of 126 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. AGREEMENT ADMINISTRATION. This Agreement shall be administered on behalf of the County by the Tourism Division. 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 AGREEMENT. This Agreement consists of the following component parts, all of which are as fully a part of the Agreement as if herein set out verbatim: Contractor's Proposal, Insurance Certificate(s), Exhibit A — Scope of Services, Exhibit B— Fee Schedule, RFP#16-6611 Scope of Services and Addendum. 16. 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. 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, 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 Agreement 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 Page 5 of 13 Agreement#16-66 I I`International Tourism Representatio 41) Contractor:OMMA (United Kingdom and Ireland) August 22, 2016 New Business 7-D(i) 6 of 126 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)-(b) as stated as follows: IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: Communication and Customer Relations Division 3299 Tamiami Trail East, Suite 102 Naples, FL 34112-5746 Telephone: (239) 252-8383 The Contractor must specifically comply with the Florida Public Records Law to: 1. Keep and maintain public records required by the public agency to perform the service. 2. Upon request from the public agency's custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. 3. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the Contractor does not transfer the records to the public agency. 4. Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the Contractor or keep and maintain public records required by the public agency to perform the service. If the Contractor transfers all public records to the public agency upon completion of the contract, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Contractor keeps and maintains public records upon completion of the contract, the Contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the public agency, upon request from the public agency's custodian of public records, in a format that is compatible with the information technology systems of the public agency. 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 Page 6 of 13 Agreement#16-661 I'International Tourism Represen Contractor 0 I (United Kingdom and Irela • August 22,2016 New Business 7-D(i) 7 of 126 conditions of this solicitation or resultant Agreement 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 Agreement 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 Agreement. The Contractor shall assign as many people as necessary to complete the services on a timely basis, and each 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, the terms of the Request for Proposal (RFP), the Contractor's Proposal, and/or the County's Board approved Executive Summary, this Agreement shall take precedence. Page 7 of 13 Agreement#16-66I 1"International Tourism Representation Contractor.OMMAC S (United Kingdom and Ireland) August 22, 2016 New Business 7-D(i) 8 of 126 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. 27. SECURITY. The Contractor is required to comply with County Ordinance 2004-52, as amended, Background checks are valid for five (5) years and the Contractor shall be responsible for all associated costs. If required, Contractor shall be responsible for the costs of providing background checks by the Collier County Facilities Management Division for all employees that shall provide services to the County under this Agreement. This may include, but not be limited to, checking federal, state and local law enforcement records, including a state and FBI fingerprint check, credit reports, education, residence and employment verifications and other related records. Contractor shall be required to maintain records on each employee and make them available to the County for at least four (4) years. All of Contractor's employees and subcontractors must wear Collier County Government Identification badges at all times while performing services on County facilities and properties. Contractor ID badges are valid for one (1) year from the date of issuance and can be renewed each year at no cost to the Contractor during the time period in which their background check is valid, as discussed below. All technicians shall have on their shirts the name of the contractor's business. The Contractor shall immediately notify the Collier County Facilities Management Division via e-mail (DL-FMOPScolliergov.net) whenever an employee assigned to Collier County separates from their employment. This notification is critical to ensure the continued security of Collier County facilities and systems. Failure to notify within four (4) hours of separation may result in a deduction of$500 per incident. Page 8 of 13 Agrecmcnt#16-6611"lntemational Tourism Representation Contractor:OMMAC (United Kingdom and Ireland) August 22,2016 New Business 7-D(i) 9 of 126 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 Dwight E. Brock, Clerk of Courts By: By: Donna Fiala, Chairman Dated: (SEAL) OMMAC, LTD. Contractor By: First Witness Signature TType/print witness nameT TType/print signature and titlee Second Witness TType/print witness nameT pproved as to Form and Legality: ssistant County Attorney Print Name Page 9 of 13 Agreement 06-661 I"International Tourism Representation e Contractor:OMMAC (United Kingdom and Ireland) August 22,2016 New Business 7-D(i) 10 of 126 Exhibit A—Scope of Work 12-5893 Tourism International Representation Background The Naples, Marco Island, Everglades Convention &Visitors Bureau (CVB), a division of Collier County Florida Government, requires full-time representation services with an experienced International Representation firm. Representation services are desired to support the CVB's efforts to attract visitors to our area. The CVB's brand is relatively new to the International market so the Contractor must maintain and build that brand awareness. Objectives the Contractor is asked to accomplish: a. Increase average length of stay and repeat visitation from the assigned region; b. Increase the number of hotel room nights from the assigned markets; c. Grow the number of CVB partners listed in tour operator catalogs and on line programs in the assigned region; d. Grow the number of visitors and their spending from the markets represented; and e. Grow the use of social media channels to interact with our destination. Services requested from the Contractor are for sales, public relations, trade shows, travel industry training, promotions, social media and other services required to showcase the tourism attributes of the Naples, Marco Island, Everglades area of Florida. The required services are outlined in the scope below. • All Tasks listed must be completed at a minimum of once per month unless otherwise indicated. 1. Develop an annual joint marketing plan that is implemented monthly for all services covered under the Agreement. 2. Coordination of Public Relations efforts with in-country media. 3. Social media services related to in-country communications with trade and consumers. 4. Dedicated phone, fax and e-mail address for the Naples, Marco Island, Everglades CVB. 5. Translation services as required. 6. Contract and maintain storage inventory and distribution services as necessary. Page 10 of 13 Agreement#16-6611"International Tourism Representatio Contractor:0MM a (United Kingdom and bele • August 22,2016 New Business 7-D(i) 11 of 126 7. Monthly reports will be submitted to the CVB by the 10thof the following month, outlining activities per country with future activity projections and market overviews. 8. Travel Trade Activities: The following are travel and trade marketing activities which the successful firm will perform: a. Participation in trade and consumer shows & events in country, surrounding areas and in the US as necessary. b. Regular communication and destination updates to tour operators, travel agents and media. c. Organize, conduct or participate in travel trade and media familiarization trips in Florida as required and agreed. d. Conduct travel trade training and sales calls to tour operators, airlines and other related organizations in-country and surrounding areas as agreed. e. Assist the CVB and its U.S. based marketing partners and agencies with trade and consumer promotions as agreed. f. Assist with the International marketing promotions and advertising related activities in order to maximize the CVB budget. g. Fulfillment of inquiries for CVB publications/literature to trade & consumers via both Florida based and in-country fulfillment facilities. h. Pre-screen and forward travel trade and media leads to the CVB which result from above-mentioned activities. i. Develop and fulfill requests from media and organize and work with CVB in- house PR team on familiarization trips for journalists. j. Maintain close working relationships with Visit Florida, U. S. Travel Association and other tourism industry associations, including Visit USA organizations as agreed. k. Create and maintain an up to date country by country trade and consumer database. Page I 1 of 13 Agreement 416.6611"International Tourism Representation Contractor OMI'4AC 9 (United Kingdom and Ireland) August 22,2016 New Business 7-D(i) 12 of 126 Exhibit B - Fee Schedule 12-5893 Tourism International Representation Pre-approved expenses related to the various services will be invoiced on a monthly basis as follows: a. Advertising, if necessary, will be billed at net cost (no markup) to the CVB's advertising agency of record. b. Travel expenses such as air, auto rental, hotels and meals will be billed to the CVB at net cost. Air, train travel to be at lowest available coach fare. c. Out of pocket expenses such as storage, printing, courier expenses, parking, phone and fax will be billed monthly at cost. d. Service fee will be invoiced monthly to cover all employee time and other costs and all basic office operating expenses except as indicated above as out-of-pocket expenses. Additional expenditures must be authorized by the County by written Change Order to this Agreement executed by the parties. Description Pees��`Ndt-to Exceed` ,1 Flat Annual Fixed Price (paid monthly) $120,000 2 Reimbursable Expenses — Brochure Distribution $4,000 3 Reimbursable Expenses — Registration Fees/Co- $25,000 op Hosted Trade Events/Marketing 4 Reimbursable Expenses—Travel Expenses $18,000 5 Reimbursable Expenses— Membership Fees $8,000 6 Reimbursable Expenses — Social Media, PR $5,000 Meetings/Networking Reimbursable Expenses — PR and Promotions $20,000 Projects 1. The Flat Annual Fixed Price for activities for the County shall be United States (U.S.) ten thousand dollars ($10,0000) per month, shall be billed quarterly in advance by Contractor. 2. Administrative and office costs are included in the above mentioned Flat Annual Fixed Price, including: stationery, insurance and rent for the sales office. The retainer fee does not include the cost of: communication; postage/mailings related to the promotion of the County; travel by car, train, or air for regular sales calls to agents and operators, educational trips and trade shows. The Flat Annual Fixed Price does not include the cost of airfares or any travel in addition to the agreed upon sales calls activity. The Flat Annual Fixed Price is agreed to at the exchange rate of £1 British Pound (GBP) = $1.32 U.S. Dollar. Should the exchange rate fluctuate more than 10% in any given quarter, the Flat Annual Fixed Price will be renegotiated commencing the next quarter. Page 12 of 13 e Agreement H16-6611"International Tourism Representation Contractor:OMMAC (United Kingdom and Ireland) August 22,2016 New Business 7-D(i) 13 of 126 3. The cost of travel, entertainment, conversion fees, wire fees and any other bank related charges for conversion of U.S. dollars to GBP will be billed separately at net cost, with no markup, after approval by the CVB Executive Director at the then current exchange rate on the date of invoice. The travel and additional expenses invoice will be converted into U.S. dollars and paid in U.S. dollars. 4. Miscellaneous expenses will be billed at net cost with no mark-up and covers all various mailings costs (e-newsletter and print), production of giveaways and promotional printing. 5. Contractor event expenses will cover participation at Contractor's own Dinner Events and expenses will be billed at net cost with no mark-up. Page 13 of 13 Agreement 416-6611'International Tourism Representation Contractor:OMMAC (United Kingdom and Ireland) ommacTED CREATING VALUABLE BUSINESS PARTNERSHIPS 10114014,, •��_'�` A 'fir � ..�„ �.� ..y �� .e,�('i,..yy�+.. '� µ30.... ,.r w.. Ae.. .� _ „'�' '�,►... �,.wk LTM r .„7„ is F, U 4 t a dir4.e 10 qt m .t RESPONSE TO REQUEST FOR PROPOSAL SOLICITATION 16-6611 NA 1S LS MARCO ISI.:\\n INTERNATIONAL TOURISM MARKETING FOR `"`;R�:�a"` . COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS (UK & IRELAND) Monday 6th June August 22,2016 -a SOLICITATION 16-6611 TABLE OF CONTENTS 1. COVER LETTER/ MANAGEMENT SUMMARY 04 2 PROPOSER'S SOLUTIONS TO COUNTY'S REQUIREMENTS 08 a. PROPOSER'S EXPERIENCE AND CAPACITY 44 a. PROPOSER'S TEAM MEMBERS 80 s. COST OF SERVICES 87 :1'''..-.`"Illi1141r*.'.."4' 6. REFERENCES 90 . >.. ,,,�' .: "' '" w7. ACCEPTANCE OF CONDITIONS 96.0......41 8. REQUIRED FORM SUBMITTALS 98 ��. . - e,µ ,� „ 7*0.4.",,,:,, ' d Ithi r �' ' ' ' ' - 4"''' ' 4. ., a '..4,- ..-44...,A0,. . .., , , ..„,„,,, ......„ ii, .;� —41x , ., , , ,. . - 0 it -14. _ * 40* 1r foilt ' . I , op • , i "4. 4 1. COVER LETTER/ vANAGEME \ T SUvvARY VA. • #frilifeill4' 4kt r 1. aMwyp, w.,��l� +x> , - x w:.dM ate • -.,... � .t�•' ... • h . n v • u. a ac "'it --'...oil - 1"*. {.-. ' ' v- „,,,. A It, ,,.. ,, ,.).. ,, . . . , , _ -ft .-,.: 4i * .... - - - ,.. ; 04,-,..: . '"'.-7" " '''' " .iit irallill" :' , ' : - ., ,- .:,,,,T :., :I; . , . it. le . :, Ilk . ,.., - . ..,.., ..... . . - .. - .. .,,,. . „„. . - -• .. 9 � ; August 22,2016 SOLICITATION 16-6611 OmmacED CREATING VALUABLE BUSINESS PARTNERSHIPS 1st June, 2016 Collier County Government, Purchasing Department 3327 Tamiami Trail East, Naples, FL 34112, USA Attn: Adam Northrup, Procurement Strategist Reference: Solicitation 16-6611 International Tourism Marketing (Germany and UK) Dear Mr Northrup, Thank you for providing OMMAC Ltd with the opportunity to respond to Solicitation 16- 6611 International Tourism Marketing (Germany and UK). OMMAC are delighted to submit the enclosed proposal specifically for the UK and Ireland markets as referenced within the solicitation. OMMAC has been proud to represent Collier County on behalf of Naples, Marco Island and Everglades Convention and Visitor Bureau and its industry partners for ten years, and the past eight years on a full-time basis. We have represented the destination exclusively in the UK and Ireland and would be honoured to continue our association to provide our extended Trade and Consumer Representation and PR services. OMMAC has delivered unprecedented success due to our focus on developing strong and effective Trade, Consumer,,PR and third party affinity partnerships. This has led to ground- breaking results for Florida's Paradise Coast. OMMAC's unique ability to influence market and programme development has helped drive UK visitation numbers and room nights to new levels exceeding all other international market arrivals. In 2015 UK arrivals achieved the number one international market position, delivering 113,000 visitors - a record achievement for the destination and this market, delivering an increase of 8.5% over 2014. During the course of tenure we have also achieved 400% growth in average length of stay from our market, contributing significantly to record economic impact levels for Collier County through increased visitor spending. CONTINUES August 22,2016 SOLICITATION 16-6611 OMMAC strategy is aligned with the CVB's core objectives. International market share growth ambitions have remained central to our in-market activities from the outset. Unique proactive strategies targeting increased visibility of the destination across all available operator programmes and channels have been planned, targeted and implemented with meticulous detail. We have done this by stimulating key decision- makers to invest in positioning the destination at the forefront of their programme development channels. By leveraging our extensive relationships and implementing bespoke marketing solutions with major UK operators and partners selling and promoting the USA and Florida OMMAC has ensured that Florida's Paradise Coast now outperforms all other core Florida beach destinations in the UK market. It is ranked by leading operators in the top three Florida destinations following Central Florida and Miami gateways - a landmark achievement for Collier County. This success has been achieved against a highly complex and competitive backdrop and can be credited to OMMAC's unique credentials. Our long-standing partner relationships and deep understanding of our markets are how we achieve outstanding results while delivering a return on investment that far exceeds expectation. OMMAC is proud to have achieved significant market penetration for Florida's Paradise Coast ahead of its leading competitor destinations without the benefit of direct airlift from our market feeding Collier County's nearest international gateway, Regional Southwest Airport. We remain excited by the belief that we can influence key operators to consider a radical change to this position and achieve a breakthrough for the destination by delivering a direct air service. Ethos and Philosophy We respect the importance that Collier County place on selecting their international representation; trust, reliability and diplomacy are clearly central to your requirements. OMMAC's ethos and philosophy are built on these very foundations. We are regarded as one of the most respected agencies in the UK and Ireland - our integrity and reputation are unimpeachable. We know that we can deliver service of the highest quality to match your vision of being the best destination in the world. We are able to build on our successes to date and will protect and grow your highly respected brand. CONTINUES 4 August 22,2016 oi_icTALON a-h�su Growth OMMAC delivers breakthrough growth on an annual basis by driving innovative and collaborative partnerships with a range of trade partners, luxury brands and affinity marketing programmes. We are driven to maximise the value and reach of our services in every aspect and are delighted to announce a ground-breaking strategic alliance with multi-award winning and leading UK integrated agency, Black Diamond. Additionally, in recognition of current global security concerns, we have developed a partnership with Blackwell Security, UK, who extend OMMAC's expertise in crisis management. Details of both arrangements are referenced and outlined in the bid proposal and add considerable value to OMMAC's service delivery. Vision To reinforce OMMAC's ethos and philosophy we will execute our representation services with the dedicated attention of the core OMMAC team led by Managing Director, Oonagh McCullagh. Oonagh has invested thirty years of specialist knowledge working directly with Florida State, County and City CVBs. She places her personal pride at the forefront of delivering OMMAC's service standards and is energised by the prospect of continuing her long-standing partnership with Florida's Paradise Coast, this special destination which she passionately loves and holds dear to her heart. Again, thank you for considering our bid. Sincerely, Oonagh McCullagh Managing Director T:+ 44-7802-420 750 oonagh@ommac.co.uk 2. PROPOSER S SOLUTIO \ TO COU \ TY REQUIBEVE \ TS _ Wim-.... - __ .' M t; a, t . + w xsv Yq. #r-; wF fig _ w ST a ` u' t ^"tea � •�• _ �""'� 4� -42 4% :gyp ,. x'41" v ::te `- . ii -iv m; ii. ir• August 22,2016 DESCRIBE YOUR PHILOSOPHY ON TARGETING VARIOUS TOUR OPERATORS,TRAVEL AGENTS AND JOURNALISTS WITH TO PROMOTE SUCH ACTIVITIES AS CUISINE, GOLF, WEDDINGS, ECO, FISHING, BEACH AND WATER ACTIVITES AND OTHER MAJOR TARGET MARKET SEGMENTS OF LEISURE TRAVEL,GROUP MEETINGS AND SPORTS EVENTS TRADE & INTEGRATED MARKETING OMMAC passionately believes in achieving exceptional results for Florida's Paradise Coast by leading the creation of dynamic integrated partnerships and campaigns that are fully leveraged by co-op funding to extend the reach of the CVB's spend, maximise budget and significantly increase visibility across multiple channels. We place our combined expertise and ability to leverage our extensive range of personal high level relationships with industry leaders and partner with key influencers and decision makers at the heart of our philosophy. We invest our time to influence operator programme development and create innovative campaigns focused around Florida's Paradise Coast's approved key market segments and activities. Our efforts and focus on developing strong and effective Trade, Consumer PR and third party brand partnerships have led to ground-breaking results for Paradise Coast. We are driven to negotiate premier positioning in all campaigns ensuring Naples, Marco Island and Everglades are dynamically featured and top of mind with consumers and trade alike. To illustrate, please see the below scanned copy examples of a recent highly successful negotiated co-op campaign with Florida market leading operator Virgin Holidays and Visit Florida - a first for the destination. From the outset, OMMAC led outreach and negotiation with both partners and managed the creative process and approval with the CVB to tight timeframes and deadlines. NB Enclosed with this proposal are two copies of The Times newspaper published in May 2016 for the selection committee's review in illustration of the premier positioning Florida's Paradise Coast received as a result of OMMAC's time invested negotiations with our co-op partners. August 22,2016 • SOLICITATION 16-6611 Dream, , BIGGER RIGGER � �i HOLIDAYS RIGGER HOLIDAYS SALE SALE , J 1 i N/416VrllIll115IllIlli" ' : : .!. 4 i. s. ' I i I FOR RELAXING FOR ADVENTURE Explore beautiful Want a holiday that feeds the soul? me ofFloridsmost beautiful Recently voted Naples sknown for mchic elegance Nut.take the family cruising P Then say hello to sun-soaked Naples nature reserves on your doorstep. -a paradise packed with shopping. on the GulFof Mexico to see landscapes and &Marco Island,where you'll find the happiest and dining and stylish hotels But bottlenose dolphins before a 'The Best Small everything you need For thetrip EvergladmNatianalPark tops the healthiest place H.Foran... spectacular celebration at de lifetime. list This World Heritage Site a the yours Town in America'— largest subtropical wilderness in in the US, Aston:throw from Naples,you'll Naples,Florida. xrsttothe beach!All eo-plus miles the United States.Airboat.bike or Na les&Marco d¢coverfabulousMarcaIsland-the Finally.see monofthegreat afpristine white sand Dip your hike with a guide,and watch out for Iargestofthe Ten Thousand Islands. outdoors by paddling your kayak toes Into the calming warm waters the iconic Florida gator and eros- Island—Florida's through the backwaters.or get in of the Gulf ofMexico.or stroll in they coexist uniquely hen. Paradise Coast— Practice your wavemnnerskillsround at one of the areas wide sugar-soft sand and discover some through the mangroves of this range of championship and resort of Florida's most secluded beaches. In Naples.you'll discover natural is gateway to the mayccmanne wilderness.Enjoy a concourses. riches around every comer. Ten Thousand blissfulworlmulonapaddloboard, Peel yourself away from those Expect nothing less from'Florida's or bask In the golden"sena witha Ifnaturalwvnders are what floats dreamy beaches and you'll find Paradise Coast', Islands. cocktail or two on stunning South your kayak,you'oe come to the Marco Beach right place. !"!;!;4 • BOON DIRECT WITH VIRGIN HOLIIATS ONLINE I IN•STINE I PHONEgt a BOOK DIRECT WIEN BASIN HOLIDAYS ONLINE I IRVINE I PHONE (ABOVE) The Times, May2016 - Virgin Holidays/ �OOOR/ADVE.. Visit Florida co-op campaign ......Na ��` D C( LEFT) 3AI c OMMAC's philosophy on targeting PARADISE A < < key activities '(`uVNI1"O August 22,2016 LEISURE TRAVEL: Family: In terms of USA visitor destinations for the UK and Ireland family market, Florida remains the top destination. OMMAC believes there is considerable opportunity to inspire the imagination of family travellers by driving awareness of the wide ranging and unique opportunities that Florida's Paradise Coast has to offer, including but not limited to the below outdoor activities, ultimately driving increased visitation to the region. Increasingly, family travellers wish to satisfy the wants and needs of parents and children, and Collier County is well placed to offer a variety of nature, culture and family-friendly adventures that can strategically position the area to capitalise on this expanding market. Tour operators and travel trade partners report that parents are seeking destinations that can offer a variety of activities while spending valuable time together as families - Florida's Paradise Coast is an inspirational world class destination qualified to fulfil this demand. Cuisine/Culinary: Holiday makers from the_UK and Ireland are expanding their travel and looking for unique and different experiences. Gastronomic tourism is becoming a growth segment. According to survey of leisure travellers in the US, 17% engaged in culinary experiences. This is predicted to continue to grow rapidly over the coming years. Florida's Paradise Coast's privately owned restaurants offer visitors something special. Florida's Paradise Coast's food scene has been a significant benefactor over recent years - widely recognised for its farm-to-table/ ocean-to-table cuisine, it has been a key driver for the vibrant restaurant scene to source a wider range of product offerings locally. Key event to highlight e Named by Conde Nast Traveler as one of America's Best Food Cities in its annual survey in 2013 and 2014. s Foodies will love fresh-off-the-dock seafood at waterfront cafes, sophisticated cuisine at five-star restaurants and numerous locally-owned, independent restaurants. • Known as the Stone Crab Capital of the World, Everglades City provides restaurants throughout Florida with this fresh delicacy from October to May, Florida's official stone crab season. OMMAC is already targeting this activity and feature of the destination - see next page for example of co-hosted Visit Florida event: • August 22,2016 • SQL I, IT-I ON 16 6611 L r . -' At ft . rye. `A,.a .p-- J( ♦ q 1 a w. Attending Visit Florida's event at Jamie Oliver's Recipease with Trailfinders as our VIP guest Golf: IAGTO NAC, LEGACY OMMAC will capitalise on the success of staging the IAGTO North America Convention(NAC) 2013 by creating a legacy event and tournament in 2017 - the NAC will be held in Miami next year. Our objective will be to position the 'NAC Golf Classic' as an annual event to be held in Florida's Paradise Coast - pre or post the annual staging of the North America Convention across the United States in future years. OMMAC has researched the opportunity with industry partners who have expressed a positive interest in supporting this exciting initiative - a key advantage to the destination and partners being that it will be held during low season in June. Benefits to the destination are considerable and will capitalise on the multiplier effect as it will inspire key international and domestic operators to feature extended offerings of Florida's Paradise Coast in their programmes driving increased visitation. Weddings: OMMAC will target niche operators with a consumer driven promotion and encourage couples willing to share the experience of their 'dream day in Paradise'. A regular flow of wonderful imagery across PR and social media channels will inspire consumers to book their wedding and honeymoon in Florida's Paradise Coast. See next page for example of social media post - May 2015 N August 22,2016 SOLICITATION 16-6611 ® Paradise Coast UK Naples,Marco Island, Everglades-Paradise Coast Top Six Reasons for a Destination Wedding on Florida's Paradise Coast honevmoons.com Newlyweds have tong adored its pristine shores and romantic sunsets.and here are the top six reasons for a destination wedding on Florida's Paradise Coast Boost Post Eco/ Fishing/ Beach and water activities: These activities are central to our core messaging in all partnership campaign activity and receive significant coverage and impact from both trade and media. As illustrated within The Times - Virgin Holidays/ Visit Florida campaign example above. Group meetings: Florida's Paradise Coast recently hosted GTMC (Association of Travel Management Companies) Annual Convention - May 2016. • OMMAC researched, solicited, procured and assisted with the management and execution of this event to be staged for the first time in Florida - in Naples, Marco Island and the Everglades. • We delivered additional sponsorship which resulted in increasing the CVB's host budget by 150%. OMMAC secured support from Brand USA with British Airways and Visit Florida. • OMMAC negotiated to have Industry partners attend at no cost. • This annual conference was highly commended by GTMC members as one of their • most successful conferences and set considerable new standards. OMMAC will drive strong legacy economic and visitation growth benefits to Collier County following this highly productive event. • August 22,2016 SOLICITATION 16-6611 SPORT EVENTS: PARADISE IN PARADISE COAST - A CELTIC CONNECTION ?,\\c,F00r84 r c. co 114V-1888 OMMAC have established a connection with Scottish Premier League Champions and former European Championship winners, Celtic Football Club (Soccer), with a view to them visiting the destination and playing 2 or 3 matches - as they did in the Tampa area in 2001. Established in 1888 in Glasgow, Scotland, the club are an institution with enormous local and international travelling and viewing support. Their iconic, modern flagship stadium holds centre stage in Glasgow's rejuvenated urban landscape and the stadium itself has key relevance and a special affinity with Paradise Coast; affectionately branded by the club and its global fan base as 'Paradise'. The connection is timely given the appointment of new manager, Brendan Rodgers, who is charged with returning the club to former glories and reconnecting with the Irish diaspora, (Celtic having been founded by Irish priests and supported by Irish fans all over the world) particularly in North America in an effort to re-kindle support there. We believe that OMMAC can attract: • Fans from the UK to travel to Florida's Paradise Coast for the matches • Scottish/Irish ex-pats in Florida • Native Floridians who are becoming more and more interested in football/soccer • Grow affinity with the destination among its fan base globally • Drive considerable economic benefit to Collier County Celtic fans are the most travelled in the world. In 2003, 100,000 fans travelled to the Europa League final in Seville, Spain, with only 20,000 of them having tickets for the match. We believe we can replicate this by bringing Celtic FC to Florida's Paradise Coast and exposing fans to the attractions of the destination. In 2003 it was estimated that Celtic had a fan-base of one million in the United States and Canada and is regarded as 'the best-supported football club in North America' with an international fan base that can rival Manchester United - estimated in 2012 to number around nine million world-wide. August 22,2016 . • SOLICITATION 16-6611 14 WORLD ROWING CHAMPIONSHIPS 2017 24 September - 1 October 2017, Sarasota-Bradenton, Florida, USA 2017 world rowingSarasota-Bradenton champi=. Florida.USA OMMAC will exploit opportunities for pre-training and post-championships leisure breaks for both competitors and spectators at the World Rowing Championships 2017 with an aim to drive increased visitation and incremental traffic to Florida's Paradise Coast. PAST EXAMPLE - WORKING WITH INDUSTRY PARTNERS: Work with our industry partners to ensure we are meeting their objectives. See below example highlighting Gulf Coast Clays, CVB industry partner co-hosted trade and media event - April 2015. Coverage in Visit USA UK monthly trade e-newsletter distributed to 15,000 UK travel trade and media. visa usAVISIT USA NEWSLETTER TOURIST OFFICES Paradise Coast shoots for wetsvisreala.01r.uk expanded activites .•- v<- x xfsae+:r xmae Fl>raa a DPMFme C tset e,. JAM etoap0FS0n of pfe,aex e•'M[❑e,e4y Sr tote;Grows eel,.toretrarl:I,sr..0 azar are,.e...1.,VIA -.-. ........ ,uyxeee pay Fina:e.ne 0.1ever,eee co,..bV:oen&moxa LK ofref of:wettest Cb,a.x eons ed•a temeef 51 rate,tisanes r Mea s Daaaee Cast ane x rmDan,a smite est i0e oast Lia,s.I re air aria rumace Pon-Owen t.clay WOO, x0 Frar.:e`weer.A*moo a borte'.f 0 OSIfl,Vel artatior of pa,Yogng r Fonda ear'rKK on Cbl% Mar Ue aiteir.s 00 fh Nk Exegetes a ,s aa :rcve e,percr:e Ir UK a•o Irish:Won GO Cast Crl veva,.eon Ce ccecnurn a try axe rano of tr.epos ARP day WAsc 11p 41rons xr.<n.tx a Md.x0, rTD�auataNtbR crm, vt Famas:rectal Eufope.Cate 6xe came ,i q'asr;for xafs o 0,00[nat 0000.r pa0K0a1 r US r;ene m oh;Mar',mess taunts rmetmes ,melee.So es aen cab arta.ua rte ever De05eeex,a erq.Ms O:Pa:as 0.M of nee rola: rye Con,Cbl xe to nmrop a M0,cw<e a.ewer,r Gama r aonl n toreke mer re Mak PrHY Soon,.Crantnrerts 10:01 paten 000,0,00.,.*010,15-Is.Ztlf. 1111k y i tower.Gm*,Nn le/1,I4.10,F.d.Oeeae.Eumte.Co. Brace.OCea;e to:cues„r.FCa s Pare..Cast:rector,0 Irate.era Parte and Coe,Sams UK weer of wt colt _s,0 x,De*,Cl,xm-;0,w.-J Wwwparwwemecoa August 22,2016 • SOLICITATION 16-6611 PUBLIC RELATIONS Our PR campaign for Florida's Paradise Coast will focus on the diverse experiences on offer for visitors incorporating the surprising alongside the classic and iconic. We will deliver this by concentrating on the Florida's Paradise story - creating key messages and news that positions Naples, Marco Island and the Everglades as a unique proposition to UK and Ireland travellers. With a particular focus on cuisine, golf, weddings, eco, fishing, beach and water activities. Following discussion with the CVB team and JoNell Modys, PR & Communications Manager Naples, Marco Island, Everglades CVB - our ideas are based on feedback from JoNell with a target for a VIP hosted event in the UK and Ireland. OBJECTIVES: Generate a greater share of coverage by: • Promoting Florida's Paradise Coast and position it on the "must see" list for UK& Ireland visitors to the USA and Florida. • Enhancing positive awareness and grow understanding of the Florida's Paradise Coast tourism product in target media - online, print, broadcast and social media. • Ensuring digital/social is integrated and driven throughout the main campaign to increase UK & Ireland fans/followers/engagement and provide local social content • Growing media relationships - inspiring consumers and keep new media influencers part of the circle. • Running an efficient and responsive support service and keep dialogue targeted and informative with Florida's Paradise Coast to maximum ROI. Continuing with comprehensive tracking and reporting & highlighting any key learnings. Ensuring secure crisis procedures and intervention planning. Building brand reputation for the destination in all target media areas. Our written and verbal communication will capture the spirit of the destination and ensure that Florida's Paradise Coast holiday product is not only noticed and heard, but discussed, experienced, shared and ultimately visited. August 22,2016 souaTATON I.,(,1,11 1.6 STRATEGY: By working closely with industry partners we will maximise all possible opportunities. By encouraging co-op activity with UK, Ireland and French tour operators/airline/car rental partners, we will work in an integrated fashion. This will allow us to benefit from Visit Florida and Brand USA activity while boosting our key messages throughout their reach. PR CAMPAIGN IDEAS VISITING JOURNALIST PROGRAMME We will undertake predominantly individual visits and, where possible, team up with Visit Florida and Brand USA to stretch budgets further. We will target journalists to match with our consumer market segments, such as the luxury market, experience seekers etc., focusing on our six key activity drivers: cuisine, golf, weddings, eco, fishing, beach and water activities. Individual FAM trips will typically be handled on a case-by-case basis and will be mutually determined by CVB. As part of OMMAC's Media FAM Programmeon behalf of CVB, we will organise between three (3) and six (6) individual media visits to Collier County. Individual FAM trips will host media from targeted print publications (trade, consumer) and online channels (websites, bloggers) and will be handled proactively on a case by case basis. "ErS aturday TRAVEL FORGET ABOUT FIZZ &PASTA.NAPLES ON THE IE FLORIDA COAST WILL GET YOU IN 1,7. NENafIS SUPREME —` or __-7122 gLt2_2.. .. .-_ � wfi2._r_2.2. .j•2.2^2•�2•:N2_2..•.0.•_-._3 Cl'� .._.�22.,.._2- .Wi2. _.. ass 4.4 Vies�- "a;-�--' _ tit: >f:z� '., hadn(p(,, 147:02 , Example of = Y7s - ==- journalist's visit sun.5\;r5ru�.__.__ --- _ �� -rte- w�•-=`_- The Scottish Sun �'�..."+`=222:2 :��_ G"� � •^�. £155' .74"7::C. •'.=_2222.sr.:'S arbNh ,._ ..w =� - A '=- µms: *- ==■ " ' Readership: 700,000 2222..._ .._. _ ... -- May 2015 August 22,2016 SOLICLJ FION li,±Nn Key target publications (please note: this is not an exclusive list and additional titles may also be targeted): UK NATIONAL TARGETS TRADE TARGETS • The Guardian • TTG • The Telegraph • Travel Weekly • Daily Mail • Selling Travel • Mail on Sunday • The Sunday Times ONLINE/ BLOGGERS • The Times • Cooler • The Financial Times • Cycling News • The Independent • Wild Junket • The Sun • Bald Hiker • Inside the Travel Lab UK REGIONAL TARGETS • The Travel Hack • Press Association • A Lady in London • Metro • Lazy Girl Running • The Scotsman • Scotland on Sunday IRISH MEDIA TARGETS • Travel Extra MAGAZINE TARGETS • Abroad • National Geographic Traveller • The Irish Times • Conde Nast Traveller • The Irish Mail • Wanderlust • Irish Examiner • Lonely Planet Traveller • Sunday Independent • Sunday Times Travel Magazine • Sunday Business Post • Escapism • Travelbiz • Suitcase • Stylist • Men's Health • Cycling Plus • Women's Fitness • Sport August 22,2016 SOLICITATION 16-6611 VIP JOURNALIST EVENT AND MEET THE MEDIA TOUR UK & IRELAND - FOCUS CUISINE One of OMMAC's most successful means of reaching key media is to host a VIP event to showcase the destination here in the UK and Ireland. We would propose JoNell Modys attends this event and we would create a buzz for UK and Ireland media with meetings, interviews and a one-on-one tour to maximise on JoNells's time here. We suggest creating an engaging event to influence and inform UK and Ireland media bloggers about Florida's Paradise Coast. We would target top tier media and social influencers - suggest those who are 'foodie' focused or luxury focused - inviting them to a carefully selected environment in London and Dublin. We would suggest a lunch or dinner at a top London seafood restaurant to celebrate the culinary delights of Florida's Paradise Coast. We would invite industry partners from Collier County to participate and network with key journalists. Activation during the event will be immersive and engaging to encourage social interaction and interest. During the Meet the Media Tour interviews and meetings with key consumer and trade media would be rolled out in main cities across the UK and Ireland including radio/press interviews linking specialist and leading Florida tour operators to support with consumer promotion and tactical offers for our industry partners. s Competitions - Team up with media owners to offer a competition prize to their audience in return for exposure - e.g. WIN a trip to Florida's Paradise Coast. Examples could include a competition to the Times+ database, Stylist magazine or Conde Nast Traveller. TIMES events + offers + extras August 22,2016 SOLICITATION 16-6611 'c1' 19 • Brand Promotion - Team up with a relevant brand partner to gain exposure through their marketing channels and consumer databases - this could be through a competition, in-store retail space, newsletters or online/print campaigns depending on budget. The competition mechanic gives us the opportunity for data collection which we can then use in future marketing. We work with many different companies and can choose the right brand for Florida's Paradise Coast. An example campaign could be with leading mobile communications brand, EE. The primary focus of the campaign would be brand alignment with an extremely well-known and respected company, but secondly data capture of the highly experienced and savvy EE consumer profile. EE's most recent 'win a holiday' competition resulted in 45,000 opt-in entrants. orange' 8 T • •MaDuple' • Blogger House - The idea is to hold an 'open' apartment/or different resorts in Florida's Paradise Coast for a couple of weeks or even a month, and invite a series of bloggers to come and stay. There should be activities laid on for the bloggers, as well as tips for them to get out and about and experience the destination for themselves. We could target different bloggers according to their followers, e.g. a foodie blogger, luxury blogger, adventure blogger etc. We could announce the bloggers will be there on social media and get people to start giving them recommendations on what to see and do. The project is both content creating and social. • Twitter Chat - Upon their return to the UK we would get a couple of the bloggers who attended the `Blogger House' to host a twitter chat to encourage a conversation about the destination and to highlight all our key messaging. We would agree the questions in advance and send to the hosting bloggers, who will then tweet them out to their followers and build a conversation. August 22,2016 SOLICITATION 16-6611 20 CORE PR ACTIVITY: • Meetings to build relationships with key media and educate them on Florida's Paradise Coast offerings and pitching in of stories • A trade media campaign to educate and inspire agents and tour operators • Arrange interviews when appropriate e.g. at trade shows WTM/IPW • Newsletter monthly/quarterly, create and distribute to keep the travel industry and media informed about all new developments - tailored accordingly for trade and consumer media. • Update the live database of all relevant contacts within the travel industry and media • Online press office monitoring and monitoring of trade features • Sell-in exclusives/angles on new initiatives to the targeted media • Raise share of voice in round-ups/features • Action release distribution for new stories from the destination e.g. latest development with resorts/awards etc. DELIVERING THE BEST MEDIA RELATIONS WITH JOURNALISTS Our strategy will be to promote Florida's Paradise Coast to the right media - suggesting tailored, targeted stories that fit our strategy and meet their objectives. Themes for features, roundups or picture stories will be tailored and pitched - we are constantly talking to journalists who contribute to newspapers, websites, weekly and monthly magazines, broadcast (TV and radio) and they are constantly researching their next idea. Travel journalists can plan their trips months ahead, so we need to be front of mind for visits and features. Every month, the team meets between 10-20 journalists face-to-face, which take the format of desk briefings or coffee/lunch meetings. We will suggest target media titles and tailor information/collateral and story to each individual journalist. We are experts in communicating destination messages to media and know what makes them tick. We'll outline the core themes, areas of interest and USPs of Florida's Paradise Coast and ensure that these messages are assiduously presented to media to generate maximum exposure. A proactive media relations campaign will be devised, with a view to securing maximum coverage within round-up features, travel news updates, photo stories and 'top holidays' lists. Our daily media communication via email and telephone will be complemented by a considered media meetings schedule, to build relationships with key media and bloggers, educate them on offering and to share the latest news. August 22,2016 PITCHING TO PRINT MEDIA We will target and work with classic print media - both national, key regional and consumer print titles and their online equivalents. We'll also target niche target media, for example adventure or nature specialists. Stand-out ideas will be adapted to each media title in order to portray key messages and achieve maximum cut-through. Through our media and marketing teams we are also able to negotiate very favourable rates for advertorial features and insertions to run alongside editorial. ONLINE MEDIA Florida's Paradise Coast lends itself perfectly to image gallery round-ups and visually led stories found on sites such as the Mail Online, MSN Travel, AOL and Yahoo! We'll ensure that we are constantly coming up with creative themes and pitching image galleries, for example the top 10 most beautiful images of animals in their natural habitats', 'the best sunsets' etc. BLOGGERS We will also run a blogging press office in the same way as a traditional media relations press office. We will meet with key bloggers and partner groups on a regular basis to source opportunities and create buzz. We are exceptionally well-connected with bloggers, and frequently hold events in our office to bring together bloggers from all over the world CREATIVE NEWS CREATION CAMPAIGNS We will work with our partners and stakeholders to develop creative news campaigns which drive major coverage beyond our day-to-day work. We will develop an editorial calendar which will support planned marketing activities, key seasons and increased product development NICHE MARKET STORYLINES Niche storylines are always popular. We will work with you to decide which elements need to be focused on (and when) and we will target specific publications with dedicated news. Our initial suggestions are to promote cuisine, weddings, eco, golf, fishing, beach and water activities including sailing, where we will be able to gain ground. TELLING THE FLORIDA'S PARADISE COAST STORY THROUGH TARGETING COLUMNS We will continue to identify gaps and opportunities across the media. We will work through all the writers, columns and opportunities where we can position Florida's Paradise Coast to increase visitation. We regularly work with key online titles, from MSN and AOL to image galleries in Conde Nast Traveller, which we know from reviewing Google Analytics, can sometimes drive more website traffic than traditional print features reprinted online. August 22,2016 TARGETING COLUMNS We create tailored, creative content, targeted to specific feature slots within leading UK media titles and have relationships with the media who compile each one; we know their likes and deadlines. Examples to include: The Sunday Times - 'the insider' A feature in which a local reveals their best 'insider' tips for their specialism AdttiaL THE SUNDAY TIMES • The Times - `travel tips' A round-up feature of hotel / restaurant/ package/event news - e.g. Visitors can enjoy free ranger-led activities at Everglades National Park's Gulf Coast Visitor Centre in Everglades City and at Big Cypress National Preserve. THE TIMES • Stylist online - I want that room Columns like this help to promote the boutique hotel offerings in Florida's Paradise Coast. The column is a short online feature depicting a stunning view from a luxury hotel and describing the property and its surrounds. WINNER' dj( N-ER' BRITAIN'S BEST'/�N^EWW MAGAZINE T CS The Observer - Five of the Best A round-up of five travel ideas under a key theme - e.g. five of the best shopping holidays, featuring unusual properties alongside fantastic retail experiences. The Observer August 22,2016 SOLICITATION 16-6611 SOCIAL MEDIA - DIGITAL UPDATE: UK digital market: key statistics Mobile is set to completely dominate desktop. 2015 was a big year for mobile—not only did Google announce that mobile traffic has finally overtaken desktop traffic in 10 different countries, it was also the year they released the "Mobilegeddon" algorithm update to phase out sites not optimized for mobile. But apparently, you don't have to have an optimized desktop site in addition to a mobile version—according to Google, a mobile-only site with no desktop counterpart is perfectly acceptable. This alone won't be enough to drive down desktop traffic, but it's clear what side of the fence Google's on; they're banking on desktop traffic fading away, meaning the smart money rests on mobile-focused online marketing. (www.forbes.com) Social media influence on holiday bookings has increased. Nearly one third of all Britons are influenced by some form of social media in their holiday decision making, rising to half amongst 20-24 year-olds. Social media sites are a growing influence in selling an experience, particularly Facebook and Instagram which can use imagery to create an emotional connection. User-generated content also important. Around half use social media on their phone on holiday with nearly 2 in 10 uploading photos. Notably social media use is not restricted to younger generations, with a fifth of adults aged 55+ also influenced by this medium. Destinations should encourage check- ins, photo opportunities and offer free wifi to facilitate the process. (Holiday Trends 2015 Report, BDRC Continental 2015) Price comparison sites and recommendations. A third of long-haul holidaymakers have used a price comparison site before booking a holiday, with those aged between 35-54 and those in middle-income households the most likely to do so. The higher outlay involved in long-haul holidays naturally means a greater focus on value for money and therefore more time and effort spent on checking prices, checking reviews and talking with friends about money saving tips. There is an opportunity for holiday companies to increase customer satisfaction by providing tips on how to make money go further at their destination through identifying local offers at bars, restaurants or activities while the holidaymaker is there, helping the customers to both save money and make the most of their holiday. (Long-Haul Holidays, October 2015, Mintel) August 22,2016 souciuo7ior t,-Ncrn Posting on social media while on holiday. A quarter of consumers will post details of their holidays on social media. Consumers aged 16-34 are the most likely to post and women are more likely than men to share details of a holiday via social media. The younger age group is also the most likely to go on long-haul holidays, which makes social media an important aspect for holiday companies to track to find out what the trends are. (Long-Haul Holidays, October 2015, Mintel) J Paradise Coast UK It's nearly the weekend - what's your idea of adventuretravel? Canoeing through the Everglades, surfing, fishing? / " I'll - ' - ' '-- t it, _ _ tt b - i«fk" -„,,,,,,-,....ii:-.,-,, �' . , Example of social media post August 22,2016 HOW DOES YOUR COMPANY INTEND TO MEET EACH OF THE COUNTY'S REQUIREMENTS IDENTIFIED IN THE RFP'S DETAILED SCOPE OF WORK 1. DEVELOP AN ANNUAL DESTINATION MARKETING PLAN THAT IS IMPLEMENTED MONTHLY FOR ALL SERVICES COVERED UNDER THE AGREEMENT OMMAC will work closely with the CVB team to develop an annual destination marketing plan in order to meet exactly the goals and objectives of Collier County. Once the plan is approved OMMAC will execute the activity accordingly for all the services covered under the agreement. 2. COORDINATION OF PUBLIC RELATIONS EFFORTS WITH IN-COUNTRY MEDIA OMMAC will plan and coordinate a full Public Relations campaign in consultation with the CVB Public Relations team. See below details under 'Public Relations' within this section - 2 - 'Proposer's Solution to County's Requirements 3. MANAGE SOCIAL MEDIA SERVICES RELATED TO IN-COUNTRY COMMUNICATIONS WITH TRADE, MEDIA AND CONSUMERS OMMAC will manage a robust social media platform for communications with trade, media and consumer. Details are included below under the last point in this section - 2 - 'Describe how you use social media networks to support destination marketing campaigns' 4. PROVIDE A DEDICATED PHONE, FAX AND E-MAIL ADDRESS FOR THE NAPLES, MARCO ISLAND, EVERGLADES CVB OMMAC will act as an extension of Florida's Paradise Coast and position the UK office as the first port of call for any general, trade and media enquiries about the destination. OMMAC has and will continue to provide dedicated telephone, fax and email assistance as the designated in-market representative. August 22,2016 5. TRANSLATION SERVICES AS REQUIRED OMMAC will provide full translation service as required. The UK and Ireland Market do not require translation service. Should the CVB require additional support in Scandinavia or the French market we can assist with translation accordingly. 6. CONTRACT AND MAINTAIN STORAGE OF PROMOTION MATERIALS AND DISTRIBUTION SERVICES AS NECESSARY OMMAC currently contracts with BH&P Mailing House UK, and utilizes their services for Florida's Paradise Coast - this is a very efficient and cost effective method of storage and distribution of literature and materials. Visit Florida and a number of other Florida regions also work with BH&P as a result we are again able to share cost when shipping to the same/shared events e.g. Visit USA Road show. OMMAC maintains a full inventory of all literature and materials requesting additional supplies as required. 7. MONTHLY REPORTS WILL BE SUBMITTED TO THE CVB BY THE 10TH OF THE FOLLOWING MONTH, OUTLINING ACTIVITIES PER COUNTRY WITH FUTURE ACTIVITY PROJECTIONS AND MARKET OVERVIEWS OMMAC will submit a monthly report to the CVB by the 10th of the following month. Each report will include the following: • General Summary of Activities • Summary of top-line activities • Future activity projections • Market overviews • Public relations and social media summary with media ad equivalency value, social media metrics • Trade and consumer fulfilment numbers and outcome • Update of all media and tour operators contacted with the outcome of meeting • Track and report all co-op marketing programmes with the name of companies, trade and/or consumer project, industry partner contributions, activity, timeline, results, ROI, number of impressions/ reac. • Track and report FAM status updates for both Trade and Media August 22,2016 :, L jA�tor�u:-h,ii 8. TRAVEL TRADE ACTIVITIES: THE FOLLOWING ARE TRAVEL TRADE MARKETING ACTIVITIES WHICH THE SUCCESSFUL FIRM WILL PERFORM: a. PARTICIPATION IN TRADE AND CONSUMER TRADE SHOWS & EVENTS IN COUNTRY, SURROUNDING AREAS AND IN THE US AS NECESSARY OMMAC evaluate all trade show opportunities according to budget and scope and keep informed of any relevant opportunities. On approval from the CVB we will participate accordingly. See example of integrated approach at the Scottish Golf Show: il' �'�5jr < I (o ) Scottish Golf Show, Glasgow, March, 2014 - consumer show Co-op partnership with UK golf operator GolfKings Over 15,000 visitors in three days We worked with GolfKings to highlight our golf resorts and increase the resorts they contract eg: Marco Island Marriott and Waldorf Astoria to drive special offers/ packages. See approved GolfKings USA Vinyl/ posters highlighting the partnership with Marco Island Marriott, Brand USA and Waldorf Astoria. Additional post-show activity eg: mailers, e-shots highlighting tactical offers for the region. August 22,2016 New Business 7-D(i) oftf,$6 Trade Shows • OMMAC has participated with World Travel Market (WTM) on behalf of Florida's Paradise Coast. We manage all show-related logistics, management of delegates and confirming client meetings. We also manage the flagship Visit Florida Dinner sponsorship—our signature event for the UK and Ireland market • OMMAC attends IPW to represent Naples, Marco Island and the Everglades, holding key meeting and networks with the leading UK and Irish tour operators. OMMAC also assists with French & Scandinavian delegation as required by the CVB • OMMAC attends IAGTO (Association of Golf Tour Operators) manages the appointment requests, participates with the targeted meetings, organises incentives and coordinates with industry partners where possible • OMMAC evaluates all trade show opportunities on a case by case basis according to budget and scope and keeps clients informed of any relevant opportunities • OMMAC has attended numerous trade shows on behalf of clients including the, Luxury Travel Show, Florida Huddle, TUR, multiple consumer shows and ITB • We also regularly participate in consumer show activities in the Irish market such as the Holiday World Show and the Tour America Show as a way to maintain strong visibility to the Irish consumer • Besides the invaluable business that is completed at these trade shows it is also important to demonstrate support for the trade and an investment in this market August 22,2016 b. REGULAR COMMUNICATION AND DESTINATION UPDATES TO TOUR OPERATORS, TRAVEL AGENTS AND MEDIA OMMAC currently has a database of media, tour operators, OTAs, travel agents and tourism professionals from all sectors of the industry. A key way to stay connected to this extensive network is via social media with our regular weekly updates and a bi-monthly/ quarterly e-newsletter on key product news and events, as well as any update on strategy and new resources. The UK has over 100 UK tour operators actively featuring Florida, with many offering accommodations only. We filter to ensure we are communicating with the correct audience. See below recent example of powerpoint destination update for use during tradeshows/ missions/ trainings and roadshows - highlighting in 2016 the 100 year anniversary of US National Parks, featuring the Everglades (see below). Created by OMMAC and shared with CVB team for use in other markets in order to save on duplication of time and resource. • 1,1 ' 6J:„. The Everglades .1 [w.yy..4WYMMN.MiY. YY.YY.IYW r.N..uw..r• 1 •'.YitYrr.si Yp..e sr i .wY.ww,tY.Y6l1. 1J •F*es s bar•Ie yYJp« **Wsrw.+lr..a...a. + .,awr .,.w. w ire..r m,.�ah No1..0 .wo,r....a.eer 111 • . (1wk,xN,an. I] o4 "6' a See next page - copy includes reference to recent awards for the destination - keeping the information for the training fresh and exciting - see next page: August 22,2016 SOLICITATION 16-6611 a:a.,.o �.�., a R.. , _ n lk ry k< } ins C IV ,,,,,..„,y,..,„,,the happiest and healthiest city in the US! to iii (Jid to adE tdes • I _ e MI 4 til wi g r' : .3 ,0 c. ORGANIZE, CONDUCT OR PARTICIPATE IN TRAVEL TRADE AND MEDIA FAMILIARIZATION TRIPS TO AND WITHIN SOUTHWEST FLORIDA AS REQUIRED AND AGREED OMMAC has extensive experience in hosting all levels of trade FAMs over the past 20 years, from VIP-level trips to call centre FAMs as well as organising co-op fams with Visit Florida and Brand USA including the trade MegaFam. Through FAMs, we can target a large and influential segment of the industry and media such as the successful 'Race to Paradise Coast' VIP Fam we developed, managed and participated with. d. CONDUCT TRAVEL TRADE TRAINING AND SALES CALLS TO TOUR OPERATORS, AIRLINES AND OTHER RELATED ORGANIZATIONS IN-COUNTRY AND SURROUNDING AREAS AS AGREED OMMAC will undertake extensive in-house/event training for travel agents, tour operator agents, OTA's, airlines and other related organisations - as indicated with the image below during a Thomas Cook training as part of the Visit Florida Sales Mission, April 2016. _> ii I rif' .- 1 4 _4 4OJ ',I t' ...IYIYIRk August 22,2016 • _ • SOLICITATION 16-6G11 OMMAC has been instrumental is creating and establishing a premier position for Florida's Paradise Coast within the Brand USA on-line training 'USA Discovery Programme'. This is soon to be released and will cover multiple international markets globally and will be managed by OMMAC in the UK. 07 7_, 3 DISCOVERY • Paradise • tiSA.• PROGRAM G Coast UK & Ireland sq SPE 11.4‘' The USA Discovery Programme currently has over 10,000 members across following markets: • UK& Ireland, Australia & New Zealand, India, Brazil and China • Mexico, France, South Korea and the Nordics will be launching soon (ETA end of 2016) e. ASSIST THE CVB AND ITS U.S. BASED MARKETING PARTNERS AND AGENCIES WITH TRADE AND CONSUMER PROMOTIONS AS AGREED OMMAC works closely with the CVB and the marketing partners to create promotions that are focused and targeted on the key message of raising awareness, driving additional room nights into Collier County and increased length of stay. OMMAC seeks approval on all activity and targets the appropriate partners to fit with the audience profile. OMMAC has been instrumental in creating a platform of far reaching consumer and trade promotions. This activity is totally integrated into the overall marketing mix channels by adding value to advertising, PR, trade incentives etc. Trade promotions are on-going from small booking incentives with tour operator partners /OTAs to larger special interest promotions. August 22,2016 • SOLICITATION 16-(511 f. ASSIST WITH THE INTERNATIONAL MARKETING PROMOTIONS AND ADVERTISING RELATED ACTIVITIES IN ORDER TO MAXIMIZE THE CVB BUDGET OMMAC leverages relationships with all key suppliers in market, tour operators/ OTAs/ airlines/agents & associations like Visit Florida & Brand USA. OMMAC's relationships and targeted negotiating skills are focused on maximising budget. All our activity is on a co-op basis to effectively double or treble the budget. Examples of our successful time invested negotiations with co-op marketing is illustrated with the Virgin Holidays/Visit Florida Co-op campaign in May 2016 enclosed within the proposal and referenced above in this section. g. FULFILLMENT OF INQUIRIES FOR CVB PUBLICATIONS/LITERATURE TO TRADE & CONSUMERS VIA BOTH FLORIDA BASED AND IN-COUNTRY FULFILLMENT FACILITIES OMMAC works with the fulfillment company BH&P to manage the fulfillment of all literature enquiries on behalf of Florida's Paradise Coast. OMMAC manages the current participation of Naples, Marco Island, Everglades within the fulfillment of the Florida pack, a general Florida information pack for consumers requesting Florida information. This participation expands further reach to consumers with the CVB's information in order to create awareness of the destination and generate future bookings. h. PRE-SCREEN AND FORWARD TRAVEL TRADE AND MEDIA LEADS TO THE CVB WHICH RESULT FROM ABOVE-MENTIONED ACTIVITIES OMMAC responds to media inquiries and distributes promotional materials on a timely basis. We monitors all media inquiries and leads to ensure relevant, quality and positive opportunities are progressed. OMMAC's policy is to respond to all media enquiries within two (2) hours of receipt so journalists always know our position and that a request is being actioned. In addition, OMMAC will follow up on all media meetings within a 24-hour period, and follow up on media FAM trips within a 48-hour period of the journalist returning home to the UK or Ireland. August 22,2016 SOLICITATION 16-6611 32 The above response time of two (2) hours also apply to promotional material distribution and image requests. Where images are requested, we will always attempt to maximise the connection and request the Florida's Paradise Coast website is included in the feature. i. DEVELOP AND FULFILL REQUESTS FROM MEDIA AND ORGANIZE AND WORK WITH CVB IN-HOUSE PR TEAM ON FAMILIARIZATION TRIPS FOR JOURNALISTS All media requests will be vetted by OMMAC and typically be handled on a case-by-case basis which will be mutually determined/ agreed by CVB. Additional details on fulfilling and organising media trips is listed below under 'Public Relations' in this section. j. MAINTAIN CLOSE WORKING RELATIONSHIPS WITH VISIT FLORIDA, BRAND USA AND OTHER TOURISM INDUSTRY ASSOCIATIONS, INCLUDING VISIT USA ORGANIZATIONS AS AGREED OMMAC currently manages the CVB's membership of the Visit USA association in the UK and Visit USA committees in Ireland and France. See example of coverage received in the Visit USA France website/ newsletter: ... ® .w».mwu.m. d O Partez en Louisiane! Loll!s[4NE rf,. II �Es plorez Preparez 9 tn.,.„ ij Epan CP /� les Usn � o rr yag o s,.... ,M1emriyues K 1 MI E Agendas i actus Espace LJ Presse La Florida's Paradise Coast, DOSSIER OEPRESSE Destination Golf 2014 'Ua CONTACT PRESSE B NEWSLETTERS vir facebook } au ..E.a.....a.a.P...a ..air+N.raee w�'eme�a.n.a ra�.,ara.....a.mawTm...a.. O °a°'.:»o.....«;....r.<....aro,....e�a..o...�.r..o+..,........rt.. Ns3Nm. SIlflF_'. " 4.....e ..re .+... .r•.«.uM:.. A0.VI roams 00.61.101.001.1.11•111..--UMW.-Y-MP rre wl+a S a..e a>•aaaaa� mond.u.m�erwwwnwr.n*alley lSN.n.rara mee.e.n .s.n se.Pa.4ata.s..s.eaus a.esan aaa. 1—a Mon+sronY.wo1.1ran.•.-CM.mFOPs.s s Me h Ts.M.P.W.mrr I* In,tn *w, am+,mon moos are avow.oW,.a."waft"E.r:e..0..m..a.e. E Artl.le prlckOMl Article SRlvml-? August 22,2016 sou,I F-11,N 16 6611 We sit on the partner members group for Visit Florida (UK office). OMMAC work closely with Brand USA, with Gerry Boyle heading up this account in the UK and Ireland. OMMAC manages the membership of IAGTO (International Association of Golf Tour Operators). OMMAC researches additional member associations appropriate for the CVB on an annual basis. We review and recommend on the merits and benefits of the associations then based on CVB budget we allocate appropriately. OMMAC have been member of ABTA (Association of British travel Agents), AITO (Association of Independent Tour Operators). ITT (Institute of Travel & Tourism) and GBTA (Guild of British Travel Writers). OMMAC is a member of the Financial Times Non-Executive Directors' Club which provides senior executive level management networking opportunities. The CVB is able to benefit from this association free of charge. k. CREATE AND MAINTAIN AN UP TO DATE COUNTRY BY COUNTRY TRADE, MEDIA AND CONSUMER DATABASE FOR PERIODIC DISTRIBUTION OF DESTINATION INFORMATION OMMAC maintains a detailed database, which covers a wide range of UK and Ireland tour operators from mainstream to specialists. We work to ensure that the database is current and provides a reliable reference point at any time. We also collect production figures from all tour operators which play a vital role in determining the top producers and establishing key players in the UK and Ireland marketplace. Knowing and understanding the top players is vital, as it allows us to plan and produce co-op marketing campaigns which deliver ROI and provide the best exposure possible. We also provide a complete profile of each of these top producing tour operators so that interested parties can understand the specific details and specialties of each company at a glance. In addition, OMMAC manages a database comprising of trade, MICE media and bloggers, as well as a database of PR reps for key Florida & US travel industry including airlines, car rental companies, associations and others proactively promoting the Florida region. August 22,2016 s01 11 IT l ION w-cl,u 9. PRE-APPROVED EXPENSES RELATED TO THE VARIOUS SERVICES WILL BE INVOICED AT COST ON A MONTHLY BASIS AS FOLLOWS: a. ADVERTISING, IF NECESSARY, WILL BE BILLED AT NET COST (NO MARKUP) TO THE CVB'S ADVERTISING AGENCY OF RECORD Agreed b. TRAVEL EXPENSES SUCH AS AIR, AUTO RENTAL, HOTELS, ENTERTAINMENT AND MEALS WILL BE BILLED TO THE CVB AT NET COST. AIR, TRAIN TRAVEL TO BE AT LOWEST AVAILABLE COACH FARE Agreed c. OUT OF POCKET EXPENSES SUCH AS STORAGE, PRINTING, COURIER EXPENSES, PARKING, PHONE AND FAX WILL BE BILLED MONTHLY AT COST Agreed d. A MONTHY SERVICE FEE WILL BE INVOICED EACH MONTH TO COVER ALL REPRESENTATION SERVICES INCLUDING EMPLOYEE TIME AND OTHER RELATED COSTS AND ALL BASIC OFFICE OPERATING EXPENSES EXCEPT AS INDICATE ABOVE AS OUT-OF-POCKET EXPENSES Agreed OMMAC will follow the procedures for expenses related to services as outlined by Collier County. No expenses incurred on behalf of the CVB will be marked up in any way. Details of pre-approved expenses and costs are included below under Section 5 - Cost of Services. August 22,2016 SOLICITATION 16-6611 YEAR-END RECAP REPORT OMMAC will submit a year-end status report in PowerPoint format to the CVB at the time requested of each contracted year. Each report will include the following: i. General Summary of Activities; ii. Update on status of all projects, including travel trade; cooperative marketing promotional programmemes; consumer promotional programmemes; media promotions; and web marketing. Please see below copy of the 2015 re-cap report: Introduction III `Wasq°tPtx+"'"Q'°v'cw."e°°°°r°I.° ooe.d.aecltd.tww up otdMAc lad mtbe ortw.w.tr UKIN.da..., Y.rteb. .ypsti` .sts..r Flto'id:i.Paradise l'..Icl • n.minon.n�. l:l:()Itil'l',\I::rl.l lille:ind i'ii „....-........ `"""."' �rw•.•�'r'•ew 'otts io Kiev Highlight, ^","...i:C..,..an.. Nlay 2013 �+.. • ............... ,10 awsw-pwwr• •Highlighted here withVet ��"`"" '=====.rr•a••+ Virgin Holidays,the =.. OF) sew... "'� largest Florida UK 44 - -z--.^ aesers, °"` r'^z•-��"'+^"'�` Tour Operator- .�, s .=�.–.r.. Retail exposure in 111.„_ fie, •�,,,,,,,,. 130 UK storm 1 551515f 1.1A tt\I\Inc Lid Implement Consumer promotions PR and Media Maximise PR/Social Media • .__.-.-.. ---.-. 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"°°•-.maw.i. r.r.uuw.w–.. �' Iw. a1 �1 .B •. 1/. OSA.Vi2ln.ul.mr,pole.6rawla18 Yat •,,,,, c•u.at.w..... H nntsa, s I ., ao Industry par.ne.paetdMd lrchdms it i 7MA^" ---•\'•e•"�' , •.diose-ud and par/post tame ••• ••• ..••• •emlt'T' * , . •,. •xau..with the minor.being Md rover ,. Golf of M Noel .. _. a -band, 2014 • ■ 1+ Amic •c Mtband,collecting our mthe o.,.61la.. 7 w.l Award. moromspdn ------` ..- ()WM III ()\I\I:\f Ltd UAIAL\C ltd . ig..-..- .- Thank you for ..,,,,�,•ate'•• all your N support- NI looking forward to working with you to grow your business even more SI((Ilrl August 22,2016 souc:nnnoN T6-661 36 PROVIDE AT LEAST TWO SAMPLES OF WORK PRODUCT COMPLETED FOR A SIMILAR CLIENT FOR TOURISM REPRESENTATION SERVICES. EXAMPLE 1 An example of a past successful campaign where we created an initiative in the UK with Sam Torrance, European Ryder Cup Captain is shown below. The promotion consisted of members of the golfing public trying to 'Recreate a Legendary Moment' from a past Ryder Cup. We negotiated with leading national newspaper the Daily Mail for the prize winners to be featured on the TV broadcast. This is an example of how we linked a hotel client and a major sporting event (hosted by the client) with an editorially led promotion in the Daily Mail. OCtit ''' .:!-31111C11.I sky SPORTS SINK A RYDER CUP PUTT June 2002 Circulation 2.5million . 1111 4 i, • itte i Value of $80,000 Additionally - due to the high profile of the Ryder Cup Coverage of the prize-winners on Sky TV Sports News Further exposure 3 million viewers i....741-6 t4-7:747,`"_'�' r l Value of $100,000 "`•w � :yj2 DE.LAEOHOULS i,414 Total value of promotion $180,000 ' 4..a A wtik..4011„. :171or x Victorious:Europe's Paul McGinley,fourth right, is mobbed by teammates,players •t- — /*.. wives and caddies after his winning putt in the 2002 Ryder Cup at The Belfry August 22,2016 so[icI iJ Iori I,-F: 1 37 EXAMPLE 2 p BUNKER COMMENT COURSES 1 April 2009 s P; P ��� OMMAC secured two features with leading N �'. 0 '� ATIONALGEAEME golf publication Golf Punk. PPDOWELL ',CAN BE ONE OF 1. Coaching Academy - 4 pages THE BEST PLAYERS BIGGEST.. 1 IN THE WORLD" EVER a. TUITION BLAST IT 300-PLUS, ISSUE! . CHIP IT CLOSE! TWO SUPERSTARS TESTED SHOW YOU HOW WITH SERGIO GARCIA EODIPMEET FROM • SPECIAL LEIST,[ , � 27 PAGES OF CLEVELAND AND NINE illir THE GEAR R U SSIA'5 SEXIEST NEW GEAR GOLFER' E5000 OF 'Pr'''' GREAT PRIZES TO BE WON'. 3^, - .9 { CHALLENGE t/ ` ANNIKA W- �:� f WE REVEAL --___________/„.------ —�� JZEE, t I r- 04 ! g THAN EVER ., TIG I _ I WO D 1 ______ ....... . I ,, dihiCHIP AND RUN PITCHING IT CLOSE.. litu , .. .alllilia _ ,.....,...„.„ , . ,,, , ,,,,,„_.,.ti I THANE •., ti. EME AILS -- k )' + f OF THE PI _ F it \t; • ., / • CONTINUES August 22,2016 501 ICITAI ION 1(6 II Art2. Travel feature 6 pages BR \� _ �ea SUNSHINETotal circulation: 22,500 Total value:$63,980 f M. w 'r`rir AIUMEL c. :iisssiwwi_ - l aY AIE + ' jai'1 '• '• '' < - 1OFS _ -,I ' _ ONE OF THOSE .A• .4 _ .. ONCE IN A . LIFETTNE PINCH w^ 'rm''w>^ .. =`_� •••".,. ,...X•::::.-. YOURSELF ..�........ EXPERIENCES P.;7.42^ THAT YOU NSC __ 3 HAVE TO 7RY' 3 Liii ...----,, ,,,,„.. :,... -,...... 4 .,,,,' ..--....„. ,i' .--,F.,-7: c.., ',I,, 411111411 1 ".1177-5 .--z="`" ,..z.-47...--Vs , ,r,°<, , /,- ' ... ' • ' ==,-- ---InETIT. -0..1,-4",,:,, ° =I ir ___, ‘ • P.. -'_ ..ter.. "?•:: . w[s-..- August 22,2016 PROVIDE AT LEAST ONE SAMPLE OF A"BREAK-THROUGH" AND INNOVATIVE APPROACH TO TOURISM REPRESENTATION. All the below points were achieved by OMMAC and had a direct result of contributing to increased visitation, increased length of stay, record spending and increased economic impact for Collier County. OMMAC re-positioned Florida's Paradise Coast as a lead destination featured in major and specialist tour operator programmes and brochures - this was the first time ever achieved. Hosting (International Association of Golf Tour operators) IAGTO North America Convention 2013 OMMAC researched, solicited, procured, managed and executed this event to be staged for the first time in Florida's West Coast in Naples, Marco Island and Everglades. w Delivered additional sponsorship which resulted in increasing the CVB's host budget by 150%. OMMAC secured support from luxury brand Moet Hennessy, Visit Florida, Brand USA and Industry partners. This NAC was voted by IAGTO members as the most successfully organised convention in their history and set considerable new standards. As a further result Florida's Paradise Coast was voted North America Golf Destination of the year 2014, a break-through award for Florida's Paradise Coast. Hosting GTMC (Association of Travel Management Companies) 2016 OMMAC researched, solicited, procured, and assisted with the management and execution of this event to be staged for the first time in Florida in Naples, Marco Island and Everglades. Delivered additional sponsorship which resulted in increasing the CVB's host budget by 150%. OMMAC secured support from Brand USA with British Airways and Visit Florida. • Negotiated to have industry partners attend at no cost. • This annual conference was highly commended by GTMC members as one of their most successful conferences and set considerable new standards. Wit. OMMAC secured CEO, Jack Wert prime podium position at GTMC, 2016 August 22,2016 Created and executed 'Race to Paradise Coast' an innovative trade promotion over several years. Negotiated, managed and executed a year- long promotion with major transatlantic airline Virgin Atlantic and on-line media partner Travel Mole - to generate awareness of the destination which facilitated further growth in visitation. Additionally the promotion culminated in the hosting of a VIP Fam group to Naples Marco Island and Everglades providing ideal opportunity to showcase the destination and inspire future business. > Hosting the GTMC annual conference was a direct result of the CEO attending one of the VIP Fam trips. DESCRIBE YOUR BACKUP SYSTEMS OR LOCATIONS IN CASE OF AN EMERGENCY THAT WILL ENABLE YOU TO CARRY ON BUSINESS OMMAC's data is automatically backed up to a cloud-based server solution which in itself is highly resilient and backed-up with data storage mirroring at remote, secure location. The service is provided by British Telecom (BT) one of the UK's largest companies. As a company BT offers reliability, continuity and back-up through its UK Cisco Gold Partner and Fortinet Platinum Partner arrangements. BT has also been awarded Cisco Advanced Security Partner and Cisco ISE Advance Technology Partner status. The service allows OMMAC to connect to their files anywhere in the world and to collaborate in real-time on documents across geographies. The service also provides emergency direct engineer call-out support from local offices. OMMAC's own IT engineer is on call 24/7. OMMAC has the use of Black Diamond Office in Covent Garden, London should it be required. August 22,2016 SOLICITATION 16-6611 .x,` DESCRIBE HOW YOU USE SOCIAL MEDIA NETWORKS TO SUPPORT DESTINATION MARKETING CAMPAIGNS Social Media Objectives: • Create relevant, timely and engaging content • Use inspiring imagery and video to reach a wide audience and create affiliation with our region Grow the number of fans and people interacting with Florida's Paradise Coast through social media through both organic and paid for campaigns • Share partner content and interact with industry partners to create conversation and give wider reach to our messages Social Media Strategy: In order to direct our efforts appropriately our focus will remain on both Facebook and Twitter - two of the key channels with large user numbers in the UK and Irish markets. Key activities to include: Editorial Calendar: Creation of a monthly editorial calendar for both Facebook and Twitter with a different focus or theme for each month - i.e. golf, food, adventure, luxury etc. This calendar will also include major events and news for the destination, as well as trade partner co-op marketing campaigns that we can support across social media. Widen network: Interact with destination and travel industry partners 1111 Facebook: Content posting: Facebook page, post weekly content on this page using images from the online image bank to drive traffic to paradisecoast.co.uk. Promotions: Run paid for activities across Facebook to drive page likes and traffic through sponsored posts and ads with key messages about Florida's Paradise Coast - run parallel to co-op marketing campaigns so that we have deals and offers to post about as well as pure destination content. Once a significant following has been secured we would then run paid-for Facebook competitions to encourage engagement and interaction with our followers. #freebiefriday: Harness the powerful social buzz of#freebiefriday by setting up a simple `share and follow competition' to win a prize one Friday every month or as often as supplies allow. The prize can be very simple and low value to post. Amer August 22,2016 SGLICITATION I6-6(II ti Twitter: Content posting: Update the account on a weekly basis - this will mirror the content going live on the Facebook page to keep our messaging consistent. Sharing partner content: Retweet items of interest, reply to tweets and engage new followers. Use relevant search terms and hashtags such as #Florida, #LoveFL and #ParadiseCoast. Organic Growth: Whilst we will run paid activity across Facebook, we will look to increase our Twitter following through organic means by participating in online weekly Twitter Chats with travel industry social influencers (e.g. the #TTOT [Travel Talk on Twitter chat that takes place for an hour each Tuesday]) as well as using established hashtags such as #mondaymotivation in order to engage with the online travel community and build brand affinity. TweetUp - We would organise a dedicated bloggers event, or TweetUp, with a selection of targeted UK bloggers to increase their knowledge of the destination and our key messages. We'll encourage them to tweet using given hashtags thereby building and facilitating a conversation and growing our Twitter following. See past example of Social media campaign: The campaign at work y, lir • Altertive mow started • our reach increased •• h•' S1dndfi:atitty a'•" A • We San more molar -+^ interaction from our fans edit,pian}going,bad to • ........»««.... like pasts from earlier in - •...... the.:..o ^.,-.' ii••••••••..........0.0". ........110., 3. PROPOSE 'R ' S EXPE -RIE \ CE , • • •. , . ........„ ,,..,.... . .,... ..,. .3,..„....,,,,,,,,,., ,..4.,...- .........., ....,.. .1„ .....„.... 4,-- , ... . . _ , , . . . ..._ • •r- 71101.1r..., • - -...... , .....~lift .., ... ••71116 • 111111f.:""'4•-- 1/41., ' I' - .....16 . - - • Nt. ' ''''"*,...,1,., . -*Iv% IV 1Pir ' 1"-'''-:. '40,2...,•••• „ •.•, - -, '4",,E'Z',, ,7•11,44"' : -."'''414' *.."..-. ..•NO'Alt..- ,-..; ..,,,..,:..' ....... 2., , ,..7, • ''''' ...."••''--,,,,,i,7,` ''''.1°. ''-'1*.'te,. ''' • -` -"ii-4 ' '''''' t - . - • --.1„.17.7"‘ - ' - ,,,,, _ •,- , jew "*. '..-- . ''''', ''''' At- 4Irt IRP 14,",..'. -1C111111.: • lip . „1/4.0,00' , . ,,,,, • t ** 41110t .: '- ' - -',. •AtiL, ._,I,,H. II* Ifir . • om 1 - ..... ..A., • ,..... • - • , * - , 4„„,, 114,- • IL lir . . W ' August 22,2016 mmimmmmimmimmioioimr DESCRIBE THE SPECIFIC KNOWLEDGE OF FLORIDA TOURISM AND REPRESENTING FLORIDA TRAVEL DESTINATIONS. OMMAC's Managing Director, Oonagh McCullagh, began working with the State of Florida in 1986, heading up the PR for Europe. She was headhunted by Orlando CVB in 1990 to open their first international office in the UK covering the UK, Ireland and Scandinavian markets. OMMAC was founded in 1996 as a specialised and extremely targeted agency within the tourism marketing and Public Relations fields for the UK and Ireland. Currently, OMMAC has a combined 78 years' experience from the core team promoting the USA- specifically the Florida, Orlando, Kissimmee and Florida's Paradise Coast regions. OMMAC is regarded as one of the most respected representation companies in the UK and Ireland market. Their professionalism and integrity have been recognised by awards from Visit Florida and Orlando Tourism CVB for services to the destinations. For the benefit of the Collier County selection committee, OMMAC had included a range of testimonials from industry partners and UK and Ireland trade and media.We trust that they will demonstrate key elements of OMMAC's experience that make us uniquely qualified to perform the services required by Collier County-see page 58. With a proven track record of increasing arrival figures from the UK to Central Florida over a ten year period from 500,000 UK visitors to an impressive growth figure of over 1.5 million. OMMAC played an instrumental role in actively encouraging the Orlando Convention and Visitors Bureau and the Kissimmee CVB to work together by joining forces for the greater benefit of the overall destination. Our experience of UK and Irish market conditions indicated that there was strength in operating as one large office rather than two individually. These recommendations became reality in 2000 when Orlando and Kissimmee joined as one marketing office for the UK, Ireland and Scandinavia - a first for a Florida CVB. OMMAC has represented Naples, Marco Island and the Everglades since 2006 and on a full- time basis since 2008. Their leadership has contributed to ground-breaking growth, and as a result the destination is the number one Florida destination outside the Orlando and Miami gateways for many leading major and specialist operators. +I» 4111111111111•11111111111111 August 22,2016 45 OMMAC has secured incremental trade events - a first for Collier County and Florida - which have driven significant economic benefit to the region while assuring long-term market growth through exposure to industry influencers and decision makers. The IAGTO North American Convention and GTMC are highlighted above in section 2 under "break-through" and innovative approach. Additionally OMMAC has executed first time collaborative promotions and affinity with a number of luxury brands including: Moet Hennessy, Rolls Royce, Crabtree and Evelyn, leading UK high-end supermarket Waitrose and Celebrity Chef Jamie Oliver- raising the destination's profile. OMMAC has wide-ranging expertise in crisis management including fatal crime incidents, sporting events and natural disasters in Florida and security threats in the UK and Northern Ireland. OMMAC has led PR teams with host venues for major international sporting events including the football World Cup in Orlando, the world's second largest sporting event reaching 188 countries and audience of over 3.2 billion. OMMAC has also worked on the successful 2002 Ryder Cup in the UK- the world's second largest sporting event with an audience figure of over 1.4 billion and direct economic impact of over$76 million to the local community. OMMAC's team obtains results through attention to detail, a personal investment in building relationships and their exceptional understanding of the travel industry. OMMAC ADDITIONAL HIGHLIGHTS INCLUDE: Florida's Paradise Coast- Top performing Florida region outside the central Florida area - we are able to report that the destination is now the top performing Florida region outside the central Florida area with a number of key specialist operators. It is number three in Florida outside the Orlando and Miami gateways with leading operators. GTMC (Association of Travel Management Companies)2016 - Florida's Paradise Coast Researched, solicited, procured, and assisted with the management and execution of this event to be staged for the first time in Florida. Delivered additional sponsorship which resulted in increasing the CVB's host budget by 150%. This annual conference was highly commended by GTMC members as one of their most successful conferences and set considerable new standards. August 22,2016 IAGTO Convention 2013 - Florida's Paradise Coast Successfully negotiated with IAGTO (International Association of Golf Tour Operators) to host their North American Convention in Paradise Coast in June 2013 for the first time in our area - voted best NAC they had had. 2014 - Awarded Best North American Golf Destination OMMAC's Oonagh McCullagh accepting the award on behalf of Florida's Paradise Coast ABTA-Orlando Negotiations over several years with ABTA (Association of British Travel Agents) paid off when Orlando hosted their annual convention in 2004. This was achieved in partnership with the Walt Disney, Universal and Anheuser-Busch organisations - the first time ABTA had returned to the USA in 23 years. Virgin Atlantic - Orlando OMMAC successfully promoted extension of the flying programme from Miami to include a direct flight programme to Orlando from Gatwick and subsequently Manchester. We worked directly with Richard Branson's office to set-up promotional events for the inaugural fights. Soccer World Cup- Orlando OMMAC worked with Orlando Bureau to bid for the World Cup and host four national teams. Set up a campaign with the Mayor of Orlando to establish a link between host countries and Orlando. Subsequently we specialised in linking the Irish team and people of Ireland to the Orlando experience. To achieve this we worked with trade, media, government and sporting organisations in Ireland to establish the Orlando and Florida brand to drive future visitation. Irish and US Governments for reciprocal trade between Ireland and Central Florida A further benefit of this work was the establishment of links between the Irish and US Governments for reciprocal trade between Ireland and Central Florida. A mark of the initiative's success was a high level event hosted by the Deputy Irish Prime Minster for the Mayor of Orlando and her delegation of travel and trade representatives. This event cemented relationships to the extent that the Irish tour operators established a direct service from Ireland to Central Florida. Arr August 22,2016 47 INDICATE YOUR THOUGHTS AND PHILOSOPHIES ON TOURISM REPRESENTATION AND SITE EXAMPLES OF HOW YOU POSITIONED OTHER DESTINATION MARKETING ORGANIZATION CLIENTS,THE CHALLENGES YOU FACED AND THE WAYS YOU OVERCAME THOSE CHALLENGES IN DELIVERING THOSE STRATEGIES. 1. OMMAC passionately believes in achieving exceptional results for its clients by leading the creation of dynamic integrated partnerships and campaigns that are fully leveraged by co- op funding to extend the reach of the destination's spend, maximise budget and significantly increase visibility across multiple channels. We place our combined expertise and ability to leverage our extensive range of personal high level relationships with industry leaders and partner with key influencers and decision makers at the heart of our philosophy. We invest our time to influence operator programme development and create innovative campaigns focused on the client's key objectives. Our efforts and focus on developing strong and effective trade, Consumer PR and third party brand partnerships led to ground-breaking results for Visit Orlando in 1990. THE CHALLENGE • Elevate destination/brand awareness • Drive room nights • Grow visitation • Lack of direct air service from the UK& Ireland THE ACTION Led negotiations with scheduled/charter transatlantic airlines and Orlando's gateway airports Garnered support for the initiative through extensive negotiations with attractions and receptive operators Negotiated consequent tour operator programme support to underpin airline investment in route new development Coordinated and implemented all PR, trade marketing, product development, agent training, sales missions, events and roadshows 4.■1•r111111rrrW August 22,2016 LI( IT-i ION RESULTS Unparalleled investment in new route development by Virgin Atlantic - commenced daily direct wide-body services from London Gatwick and Manchester Further route investment by charter airline operators and scheduled BA services followed Investment led to record arrival growth from 500,000 annual visitors to 1.5 million in the following ten years - now the UK's largest volume long haul destination NB Please see testimonial from Visit Orlando, both the US and German offices - at the end of this section as further evidence of how we delivered this particular strategy on behalf of Orlando CVB 2. OMMAC passionately believes in achieving exceptional results for Florida's Paradise Coast by leading the creation of dynamic integrated partnerships and campaigns that are fully leveraged by co-op funding to extend the reach of the CVB's spend, maximise budget and significantly increase visibility across multiple channels. We place our combined expertise and ability to leverage our extensive range of personal high level relationships with industry leaders and partner with key influencers and decision makers at the heart of our philosophy. We invest our time to influence operator programme development and create innovative campaigns focused around Florida's Paradise Coast's approved key market segments and activities. Our efforts and focus on developing strong and effective trade, Consumer PR and third party brand partnerships has led to ground-breaking results for Florida's Paradise Coast. We are driven to negotiate premier positioning in all campaigns assuring Naples, Marco Island and the Everglades are dynamically featured and top of mind with consumers and trade alike. To illustrate a specific example of this effectiveness, OMMAC worked closely with industry partner Marco Island Marriott Resort to provide a solution to a significant challenge they faced when taking ownership of an additional golf course affiliated to the resort. August 22,2016 SOLICITATION 16-6611 49 THE CHALLENGE • Industry partner.Marco Island Marriott Resort required effective strategies to reposition itself as a leading multiple course resort having acquired an additional golf course in its portfolio • Drive incremental room nights • Drive incremental green fee income • Increase average length of stay • Increase average spend THE ACTION • OMMAC researched, solicited, managed, and executed the staging of the International Association of Golf Tour Operators (IAGATO)annual North America Convention for the first time in Florida's Paradise Coast and at the Marco Island Marriott Resort • Injected significant energy into the negotiations to secure the staging of the 2013 NAC RESULTS • OMMAC negotiated and procured additional sponsorship from luxury brand Moet Hennessy, Visit Florida and Global DMO, Brand USA ,which increased the CVB host budget by 150% • The IAGTO NAC 2014 was subsequently voted by its members to be the most successfully organised convention in their history and set considerable new standards • Florida's Paradise Coast was subsequently voted 'North America Golf Destination of the Year, 2014' a break-through award for the destination • OMMAC plan a further legacy event to further capitalise on the convention staging - full details highlighted under Tab 2 NB Please see testimonial from Marco Island Marriott Resort General Manager, Rick Medwedeff at the end of this section as further evidence of how we delivered this particular strategy on behalf of Florida's Paradise Coast. August 22,2016 SOLICITATION Iii-NN11 PROVIDE INFORMATION THAT DOCUMENTS YOUR FIRM'S AND ANY SUBCONTRACTORS' QUALIFICATIONS YOU PROPOSE TO USE TO PRODUCE THE REQUIRED DELIVERABLES, INCLUDING ABILITIES, CAPACITY, SKILL,AND FINANCIAL STRENGTH,AND NUMBER OF YEARS OF EXPERIENCE IN PROVIDING THE REQUIRED SERVICES. OMMAC, established in 1996, is a specialised representation and PR agency that has held the Florida's Paradise Coast Representation & PR contract for the UK and Ireland since 2006. Full documentation demonstrating OMMAC's qualifications to produce the required deliverables are referenced throughout this proposal. OMMAC has formed a strategic alliance with multi-award winning and leading UK integrated agency, Black Diamond. This agreement harnesses the expertise and capabilities of the UK's foremost integrated agency for the travel industry. Additionally, in recognition of current global security concerns we have developed a partnership with Blackwell Security, UK, who extend OMMAC's expertise in crisis management. These developments have enabled us to extend our reach and capabilities to further serve the needs of Naples, Marco Island and The Everglades - Florida's Paradise Coast - providing outstanding additional value to Collier County. BLACK DIAMOND Black Diamond Agency Ltd.was founded in 1991. For the first five years the company specialised in the marketing and distribution of action sport films.This led to working closely with many brands, retailers and destinations that wanted to associate themselves with the action sport and adventure industry. Subsequent work and brand partnerships included Labatt's, Drambuie, Hugo Boss and Nissan,all of which used Black Diamond as an agency to align themselves with the action sports world. In 1995 Black Diamond started to work with the travel industry by promoting U.S.ski resorts to the UK skiing public. Since then the company has continued to evolve and grow, and today it is a fully integrated marketing and advertising agency with five distinct divisions that make up the group that is Black Diamond Agency Ltd. The biggest division in terms of revenue and staff is the well-respected Travel Trade and PR division. In 2012 Black Diamond became the first agency internationally to be awarded the Brand USA account and continues to service this organisation with a separate account team. Black Diamond has been the most awarded UK& Irish Travel Trade and PR representation agency for the past three years. August 22,2016 51 Black Diamond is an integrated agency with passion at its heart. Having a full range of capabilities in house means it can deliver on any brief in an agile and integrated way, marrying sound strategic thinking with the best of creativity and production. It is able to deliver the complete campaign or product irrespective of channel or medium by becoming truly integrated into the client's business and caring about results. It takes a collaborative, open approach to client work and comes to each brief with a blank sheet of paper, not a pre- packaged `off-the shelf' solution. DIVISIONS Black Diamond Travel Communications and PR • PR representation and reporting • Media relations campaigns • Visiting Journalist Programme • Broadcast opportunity sourcing and facilitation • Media partnerships and promotions • Event management • Mobile and social media strategies • Crisis management • Image and video distribution Travel Trade Representation • Travel trade representation and reporting • Travel trade advertising • Travel trade Fam trips • Travel promotions • Event management • Sales calls, product development and training • Co-op marketing initiatives • Consumer and trade show stand design and management • Fulfil consumer enquiries Advertising and Creative Services • Campaign strategy and planning • Full creative services • In-house corporate and TV commercial production division • Creative event conception and management • Sponsorship and affiliate marketing • Media planning and buying • Printing and publishing August 22,2016 • Direct mail and warehousing • Ad production and trafficking Digital Services Full stack web and app design and development Agent and staff engagement, training and incentive platforms Digital marketing strategy&delivery, including social, search and paid advertising Banner ad creation, serving and tracking CRM and email marketing Black Diamond Digital Having recognised the direction of movement of both the travel industry and the marketing industry over the past decade, Black Diamond has invested heavily in developing and expanding its in-house digital services, allowing them to undertake complex digital projects with confidence. Key services include: • Design and development of content managed, responsive websites and apps • Development and delivery of cross-channel digital strategy, focusing on data/insight analysis An integrated suite of mobile and web solutions, from online training and itinerary building to email marketing and product analysis Black Diamond Events Key services offered include: • Experienced creative teams offer event concept and design • Event production and management to suit any brief from high-end, one-off press launches to nationwide tours and festivals All aspects of promotion - PR to social media, direct mail, e-communications and advertising Black Diamond Luxury Black Diamond Luxury is an award-winning department retained by some of the world's leading brands. From travel to automotive, fashion to watches, clubs to exclusive establishments, Black Diamond Luxury works to partner high-end brands with any industry. Key services offered include: • Media planning and buying, securing some of the best media buying rates for print, outdoor, digital and TV • PR strategy, management, planning and execution of luxury PR campaigns • Experts at developing full 360 activation sponsorship programmemes to satisfy all touch points - distribution, retail, press and consumer August 22,2016 53 • Developing mutually agreeable joint marketing campaigns to deliver high ROI Black Diamond Television Black Diamond Television has been producing lifestyle documentaries, extreme sports programmeming and corporate video since 1991. Key services offered include: • Pre-production from simple sketched storyboards to elaborate animated title sequences, sourcing production crews and conducting research • Award-winning directors and experienced cameramen, as well as budget and time management for both studio and on-location shoots Three Avid edit suites located in Covent Garden, London facilitate post-production, full broadcast grading and cinema4D Securing sponsorship and broadcast opportunities for productions, worldwide sales and distribution of DVDs and theatrical releases BLACK DIAMOND AWARDS Black Diamond has won a number of awards over the years; below is a selection of the most recent accolades: AWARD 1RODY YEAR Brand USA:Best Long-Haul Country Nat.Geo.Traveller Reader Awards 2015 Brand USA:Best Worldwide Country The Times Travel Awards 2015 2015 Brand USA:Tourist Board of the Year TTG Travel Awards 2015 Brand USA:Best Country for a Holiday Ultratravel Awards 2015 Brand USA:Best Tourist Board-UK Globe Travel Awards 2015 Brand USA:Best Worldwide Destination The Times Travel Awards 2014 Destination of the Year TTG Awards 2014 Best Training Programme of the Year TTG Awards 2014 Favourite Country in the World Ultratravel Awards 2014 Brand USA:Social Media Campaign of the Year Visit USA Media Awards 2014 Brand USA:National Newspaper Feature of the Year Visit USA Media Awards 2014 Brand USA:Broadcast Coverage of the Year Visit USA Media Awards 2014 Visit California:Travel Trade Feature of the Year Visit USA Media Awards 2014 Brand USA:Best Contribution of a Campaign by a Media Owner Festival of Media Global Awards(ESPN) 2014 Visit California:Star-Tourist Office for Incentives&Fam Trip Globe Travel Awards 2013 Visit California:Regional Newspaper Feature of the Year Visit USA Media Awards 2013 Visit California:National Newspaper Feature of the Year Visit USA Media Awards 2013 Brand USA:Best Destination Partnership-Bronze Award Virgin Holidays 2013 August 22,2016 SOLICITATION 16-6611 WPI PARTNERS Black Diamond is the most recent agency to join Worldwide Partners Inc. Created in 1938, Worldwide Partners, Inc.,(WPI) is now the world's 10th largest full-service agency network, public or private. There are over 80 partners with 3,600 people across 140 offices operating worldwide in over 50 countries. Worldwide Partners has approx. $2.7 Billion in billings. Being a Worldwide Partner allows Black Diamond to: • Have instant access to business intelligence and global outreach • Save money on products, services and everyday operating expenses • Have the ability to localise and deploy advertising in over 50 countries Blackwell Security Consulting Ltd To extend and deepen OMMAC's expertise and capability in travel security, destination risk and crisis management we are pleased to announce a partnership with Blackwell Security Consulting Ltd, a consultancy specialising in threat and risk management, emergency planning, transport/travel security and SeMS implementation. Blackwell was formed by Andy Blackwell, former Head of Security with Virgin Atlantic with responsibility for all aspects of the airline's security programmeme, including threat assessment and security incident management. Andy managed many dynamic and high- profile security events during his time with the company. Prior to joining Virgin Atlantic he was UK Security Manager and Lead Threat Assessor with DHL. He has been commended by the Metropolitan Police for demonstrating a high degree of professionalism and providing an exceptional level of service during a period of heightened threat against civil aviation interests. August 22,2016 DESCRIBE HOW YOU HANDLE CRISIS MANAGEMENT AND FAST BREAKING NEGATIVE MEDIA COVERAGE. WITH RESPECT TO THIS,WHY IS YOUR FIRM BETTER AT HANDLING THESE SITUATIONS THAN OTHER COMPETING REPRESENTATION FIRMS? OMMAC has extensive experience in the fields of crisis management and emergency awareness. Our wide background in all segments of crisis management and emergency awareness allows us to react swiftly to help our clients prepare for and effectively respond to crises. OMMAC provides much-needed direction to senior management when decisions become difficult or an organisation becomes emotionally involved or paralyzed by fear. We have extensive experience in developing crisis management and communications plans, preparing and conducting crisis drills and simulations, and counselling during actual crises. We keep organisations moving forward in the midst of crises and provide a much-needed external perspective on how decisions may be interpreted by target audiences and the general public. OMMAC has used their experience to guide assistance to a wide range of organisations. Examples of these include such work include: • Crisis management for the leading international hotel in Northern Ireland during the height of terrorist activity - known as the most bombed hotel in the world. Oonagh has been trained by the Northern Ireland Police to search for incendiary devices - which she executed in her early career and again during the Ryder Cup in UK in 2002. • Management of a range of incidents, and natural disasters that have affected Florida on behalf of Orlando CVB, Kissimmee CVB and Collier County CVB. Examples include: Fatal crime incidents - Florida tourist shootings - Oonagh held live TV news interviews to reassure the UK and Irish public it was safe to visit central Florida and Orlando. • The Deepwater Horizon oil spill and fears that the oil would pollute the Florida Paradise Coast region. Responses to these have entailed OMMAC providing the communications to UK and Ireland trade, media and consumers - re-assurance to potential tourists to the destination. This was done through a range of channels including radio and TV appearances and trade and consumer print media. August 22,2016 s:>ucIT-(1, N iF-6r,n Oonagh was instrumental in the production of a security and crisis procedure for The Belfry Hotel in England during its hosting of the 2002 Ryder Cup - an event which had been postponed from 2001 because of security concerns following the 9/11 attacks carried higher than normal security awareness. Oonagh was selected and trusted to work with the opposing USA and European teams to ensure and their safety by collaborating with the security task force, media, European and US PGA Tour organisers. To extend OMMAC's expertise and capability in travel security and destination risk and crisis management we have established a partnership with Blackwell Security Consulting Ltd a consultancy specialising in threat and risk management, emergency planning, transport/travel and security implementation. Blackwell was formed by Andy Blackwell former Head of Security with Virgin Atlantic with responsibility for all aspects of the airline's security programmeme, including threat assessment and security incident management. Andy managed many dynamic and high- profile security events during his time with the company. Prior to joining Virgin Atlantic he was UK Security Manager and Lead Threat Assessor with DHL. He has been commended by the Metropolitan Police for demonstrating a high degree of professionalism and providing an exceptional level of service during a period of heightened threat against civil aviation interests. It is now considered prerequisite that US destinations drawn up crisis management plans or processes to prepare to respond to a crisis (see research results Pennington-Grey et al. in Tourism Review International Vol. 13 No. 4). Even for those that do have crisis plans they appear to target recovery of local residents and then domestic tourists with international visitors often unsure, as there may be confusion regarding the operator they have booked with - the question is how they should respond. Crises over the last decade such as 9/11, Katrina, floods, fires and campus shootings have made CVBs and DMO's aware that they need to put plans in place and have staff trained to implement them. To this end OMMAC has adopted the model developed by Pennington-Grey to guide their assistance to organisations as below. Reduction Crisis awareness (general awareness of the range of possible crisis and likelihood of occurrence in the CVB e.g. Florida coastal areas being 3rd most likely landfall area for US hurricanes) • Political awareness (linking tourism to enhanced co-operation with local governments) • Standard Operating Procedures (procedures in place to deal with a crisis) August 22,2016 SOLICITATION 16-6611 57 Readiness • Crisis Management Plan • Tourism Planning • Health & Safety Measures Response • Emergency response • Visitor assistance • Communication (managing media, governments and other industry partners) Recovery • Business continuity plan (to keep airports and hotels open) • Human resources (how the CVB's staffing is affected by the crisis - hiring, contracting part- time resources, re-hiring) • Debriefing (of media and visitors on how the crisis was managed) COMPLETED FIRM INFORMATION,AS REQUESTED: Item Item Description Consultant Response 1. Indicate the number of years the firm has been in business under its current name and listed within the 20 Florida Division of Corporations. (number of years) • Provide a copy of the firm's Division of Corporations certificate. 2. Indicate the number of years the firm has been in business under a different name which is listed within 0 the Florida Division of Corporations. (number of years) 3. Identify the number of similarly sized contracts that the firm currently has in its portfolio in Florida, 0 Georgia,Alabama, Mississippi, Louisiana, and Texas. (number of • Provide a list of any other contractual obligations contracts) from the 6 states listed. 4. Identify the number of new public/governmental clients (with a similar scope of service)that the firm has brought into its portfolio in the past five years 0 within the State of Florida (1/1/2011 —12/31/2015). • Provide a list of those new public/governmental (number of new clients and a brief description of the scope of clients in past five work. years) TOTAL(Total all line items, 1 —4,from above and indicate response) 20 (TOTAL) August 22,2016 SEE LINK BELOW FOR VIDEO TESTIMONY AS EVIDENCE OF OMMAC'S EXPERIENCE AND CAPACITY https://d rive.google.com/file/d/OB8jyZxvjL7eKVTFaWENadHFSZVU/view?usp=sharing Testimonial on video/Script "One of the main reasons that we are here is GTMC because of the tenacity and the effort put in by Oonagh McCullagh in having the GTMC conference at The Marriott Marco Island. Over 18 months ago when we first discussed the possibility. As sometimes happens, things tend to dissipate - but not with Oonagh. Within a month she had brought over people from South West Florida to start talking about how The true value of business travel we can actually make this happen. That effort and determination by her to make sure we brought over the great and the good of the UK business travel industry who represent over 80% of the spend of business travel in the UK is really down to Oonagh in that particular sense." tio .a :441 She brought in a huge amount of sponsorship rt“:44.v.:4, not just from The Naples Marco Island and PAUL WAIT .74 Everglades Convention and Visitors Bureau but also Brand USA and Visit Florida which actually proved to be a great fit so I think she's done a fantastic job and I'd really like to thank her for doing so" Paul Wait, CEO, GTMC May 2016 SEE FOLLOWING PAGES FOR ADDITIONAL WRITTEN TESTIMONIES August 22,2016 sOL C TATION i,�-Esr,n MARCO ISLAND MARRIOTT RESORT May 2016 We have worked with Oonagh and her company OMMAC over the last six years and together we have developed a valued partnership. Oonagh consistently shows a truly deep understanding of our needs. She understands the goals of the Marco Island Marriott Resort and aligns herself with our core values when we work together. She then diligently applies her skills in marketing, promotion and relationship management to these needs, goals and values. Additionally, OMMAC's continuity is extremely beneficial to us since Oonagh is very close to our product and the destination as a whole. As an example, after our resort took ownership of an additional golf course Oonagh immediately spotted an opportunity to promote it together with the existing one and worked closely with us to organise a large, successful event for golf tour operators - the IAGTO North American Convention, In this project she role-modelled our core value of pursuing excellence and dedication to the customer. To this end she brought additional energy to our team, building deep relationships with our associates. As a result it was voted the best IAGTO North American Convention. More recently she brought the GTMC (Business Travel Management Companies) conference to our resort and the destination. She clearly achieved this through hard work and influencing skills, gaining sponsorship from a range of partners. In summary we feel that the knowledge Oonagh has of our resort and the destination allows her to identify opportunities to open up the international market on our behalf. I fully recommend her and look forward to working with her on successful projects in the future. Rick Medwedeff General Manager August 22,2016 • s��uarArior�I�-hen INN ON TH NAPLES I FLORIDA INN ON 5TH 22 May 2016 To Whom It May Concern. It is with great enthusiasm that I recommend and endorse the application of Oonagh McCullough to continue her representation of the Naples, Marco Island and the Everglades Convention and Visitors Bureau in the UK. Oonagh's expertise in the field is unsurpassed and she works diligently always to promote Collier County as a destination to all the tour operators, travel agents, airlines, corporate travelers, group planners and media in Britain. She is passionate about this area and over the years has been a steadfast, hardworking ambassador for us. Her efforts have resulted in increased visitation over the years from Great Britain. She has all the right contacts and is persistent in her efforts to explore every opportunity for increased tourism for this County. Oonagh makes herself available to all the partners in our industry and is a great resource whenever we need help, a lead, a contact, a source for any effort we are making on our own. She is tireless, resourceful, cheerful and a joy to work with. Please don't let her go!!! Yours truly Cathy Christopher Director of Sales and Marketing August 22,2016 •SOLICITATION 16-6611 LPLAVA(t6P'' BEACH & GOLF HESCAT LA PLAYA BEACH &GOLF RESORT May 2016 I am writing to inform you of how much I value OMMAC representing Naples in the UK and Ireland, I am only able to visit the UK once or twice a year and knowing that we have OMMAC to represent Naples to the Travel Trade is key to the success of LaPlaya. In the last seven years OMMAC has given us the opportunity to co-op with our tour operator partners on numerous marketing campaigns which has resulted in an increase of International business for the hotel as well as a longer length of stay. The International visitor is so important to Naples for our summer season, they have a higher spend and keep our staff in the hotels employed and local business' thriving. 1 We have made huge strides in the past seven years with OMMAC, I would be very disappointed if we did not continue this very important representation. Liz Johnson Director of Travel Industry Sales August 22,2016 oi_irarAiior;1k ,(11 62 The Naples Beach Hotel & Golf Club Where Fanti) TraJ uon THE NAPLES BEACH HOTEL&GOLF CLUB Oonagh, I wanted to send you a note to thank you for your continued support of Naples Beach Hotel & Golf Club. I have been working with this Hotel for about five years now and must compliment you on the outstanding support and opportunities you have assisted us with. In particular, the organization of WTM, IPW and IAGTO meetings and dinners. As the Owner of a Hotel Representation Company, I work with several Hotels around the world and interact with many CVB's and Tourist Boards. The work you put into organizing these events and ensuring the Hotels and destination meet with the right people is outstanding. Your professionalism and strong relationships is what has brought Naples Beach Hotel & Golf Club success in your market. Thank you for your continued support. Wendy Cole Hotel Representative August 22,2016 • SOLICITATION 16-6611 • •Ne •+••: •••:..• :. ••i irr:::• 'i:• VisitTheUSA.com BRAND USA Dear Oonagh, Thank you for bring us this event here in Naples. As the nations destination marketing organization we look at opportunities that will enhance international visitation to the USA and you were very keen in identifying this programme for us to partner with Naples and British Airways. As always you were looking out for everyones best interest. You are a gem and a true partner. Naples is luck to have you on their team! Karyn Gruenberg SVP, Partner Marketing & Strategic Alliances August 22,2016 SOLICITATION 16-6611 VISITFLORIDA® VISIT FLORIDA May 2016 OMMAC is one of the most proactive representation companies I have dealt with in my 29 years at Visit Florida in my role as Director of Europe. Oonagh works tirelessly for the greater benefit of both clients and Visit Florida. We consider her as an outstanding partner that we have trusted and relied upon. One example is how Oonagh manages her clients' co-op marketing budgets with extreme attention to detail. She is the only UK representative who recommends strategy, negotiates the detail and ensures there is a resultant increased return on investment. We have seen how OMMAC has moved Naples, Marco and Everglades - Florida's Paradise Coast to the forefront of UK tour operator/airlines' attention and investment plans resulting in significantly more prominent positioning within marketing collateral. I strongly recommend OMMAC continues the great work it has done to date and is able to build on the achievement to gain increased visitation to the destination. I can think of no better company to represent such a wonderful region. Please feel free to contact me with any Questions that you might have. Colin Brodie Director, Europe • August 22,2016 -,,41, .ATior�iE,Esrsn ler HOLIDAYS VIRGIN HOLIDAYS 25 May 2016 Dear Sir During my time at Virgin Holidays I have worked closely with Oonagh McCullagh and OMMAC Ltd in developing and promoting a collection of destinations and supplier accounts, most notably marketing Naples & Marco Island. It is refreshing to work alongside a professional and engaging team who proactively seek to identify the needs of tour operators and work closely to align those requirements whilst fulfiling the brief and needs of the clients they represent. With a balanced and open approach Oonagh has helped to define and implement a series of succesful campaigns, driving increased awareness, visittaion and revenues. I am confident this is attributed to their sound knowledge of the UK travel industry. OMMAC Ltd lead by example and I would recommend without hesitation. Please do not hesitate to contact me should you wish to discuss further. Yours faithfully James Killick Destination Manager - Florida August 22,2016 _ • _ • • soucLTAJIO N 1,1,1 11 '11211.41.74, BRITISH AIRWAYS Holidays BRITISH AIRWAYS HOLIDAYS May 2016 Our sales for Naples, Marco Island & Everglades has grown from strength to strength over the past 5 years and is now one of our top-selling destinations in the Florida region. I believe that this wouldn't have been achieved without the great work from OMMAC. The OMMAC team invest a lot of time in to ensuring that we are representing the destination in the best way possible to maximise sales, indeed outside of Orlando, Oonagh is the only account that has given extensive and constructive feedback on how we are selling the destination which I believe has been a major factor in the increase of business. This together with the continued investment in to our Florida co-op campaign and the teams commitment to our call centre training make the team at OMMAC a pleasure to work with. Mark Tanner Destination Manager August 22,2016 SOLICIT�rI(N Ib-6611 f4k t/ I eto- erkam ERNEST N. MORTAL CONVENTION CENTER NEW ORLEANS ERNEST N. MORIAL CONVENTION CENTER 25 May 2016 To Whom It May Concern. It is with complete resolve that I offer my most serious endorsement of OMMAC as the most qualified agency to represent the interest of a U.S. destination in the UK and Ireland. Any destination considering such a service would be best served by OMMAC and in particular Oonagh McCullagh. As the Executive Director of several destination marketing organizations, over the course of 30 years of industry experience, I have known no better and more respected professional than Oonagh McCullagh. Specifically, she represented the interest of the Kissimmee/St. CloudConvention and Visitors Bureau for seven years, during which we had great success. Also during that tenure, largely to Oonagh's credit,we operated the London office in partnership with the Orlando Convention and Visitors Bureau,a first for any Florida destinations. Considering the ever more fierce competition for the international traveler, it is ever more important to retain professional representation within the favored markets with agencies like OMMAC, who can speak directly and without any delay, to the outbound travel professionals of those countries. Thank you for your consideration of this endorsement which I would be pleased to speak to directly at any time. I hope your deliberations on this matter conclude with the selection of OMMAC to represent your destination. Sincerely, Tim Hemphill, Vice President Sales, Marketing &Trade Shows August 22,2016 •soy iciTnnoN I A1t1wpm, THE GLOBAL GOLF TOURISM ORGANISATION INTERNATIONAL ASSOCIATION OF GOLF TOUR OPERATORS 17th May 2016 To whom it may concern Since representing Naples, Marco Island, Everglades, OMMAC have been instrumental in raising the profile of the destination. Having identified golf as a key tourism development area for growth, OMMAC have proactively worked with IAGTO and its 630 Tour Operator members in 61 countries over the past 10 years to promote and grow this business. OMMAC are constantly highlighting the positive benefits of the destination to the trade. It was due to their enthusiasm &confident approach that IAGTO awarded Paradise Coast as host destination for the prestigious North American Convention in June 2013 which was voted by our tour operator members. Oonagh worked diligently to ensure Naples, Marco Island and Everglades was chosen using strong negotiation skills and as a result we were able to secure the commitment required to announce our North American convention in Marco Island significantly ahead of any previous convention bid - giving us additional lead time for planning. OMMAC had also negotiated further sponsorship from Moet Hennessy, Brand USA, Visit Florida and local industry in order to leverage budget and this contributed to a very successful event. In fact the best we had organised so far! IAGTO look forward to continue working with OMMAC&the team during 2016 in promoting Naples, Marco Island Everglades. I strongly recommend OMMAC for your representation &can confirm both their excellent reputation & high quality of service in market. Carlton Carugati Director August 22,2016 souaT�nON u ��>>i Allitarkil0 �. THE GLOBAL GOLF TOURISM ORGANISATION INTERNATIONAL ASSOCIATION OF GOLF TOUR OPERATORS 18 May 2016 To whom it may concern. It is my pleasure to recommend OMMAC as a supplier of representation services. Oonagh has the ability to influence people and situations to get the best outcomes for her clients and partners. She has relentless persistence and a 'can do' attitude to break through the most difficult of situations. She manages to do this with the utmost tact and diplomacy that leaves even those resistant to change feeling they have benefitted too. On a public stage Oonagh comes across as a natural communicator. At the IAGTO Awards she delivered an engaging and uplifting acceptance speech. She truly had the audience emotionally involved and lifted their spirits with her positive style and message content. It was one of the best acceptances speeches I have witnessed. Best Regards, Giles Greenwood Golf Tourism Development Director August 22,2016 JOLICI7 ATION 16-6611 �`� atinum �► TRAVEL . ie PLATINUM TRAVEL To whom it concerns May 2016 I have worked closely with Oonagh McCullagh & her team in OMMAC both through the channels of my role as Managing Director with Platinum Travel for over 10 years, and also as Chairperson of Visit USA Committee Ireland for 2.5 years. Oonagh's knowledge of the Irish Market is extremely good and she excels in her service and attention to detail when dealing with the Irish Trade and Media. Far too often Ireland gets grouped in with UK and we are a very different market here. It is important that representation companies recognise this and tailor their work accordingly. Oonagh certainly does this and goes above and beyond on every level to deliver Florida's Paradise Coast to the very highest standard across the island of Ireland. It is extremely refreshing to work on a personal level with someone who not only knows her product inside out but is also extremely passionate about it. This is consistently evident from Oonagh. I would have absolutely no hesitation in recommending OMMAC, and indeed more specifically Oonagh in continuing her work with Florida's Paradise Coast in Ireland and we look forward to working with her more closely over the coming year. Kind regards Ciara Foley Managing Director 4 August 22,2016 • - • soca rnTI' N i5-�scn `l of tOrlando VISIT ORLANDO, ORLANDO, FLORIDA May 2016 To Whom It May Concern: It is with pleasure that I recommend Oonagh McCullagh and OMMAC for tourism destination marketing and public relations representation. Her particular expertise lies in the United Kingdom, Ireland and Scandinavian market regions. Oonagh and I first worked together in the late 1980's at the Florida Division of Tourism (predecessor to Visit Florida) where she managed PR activities for the UK, Ireland and Scandinavia out of their London office. I was based at the time at their Tallahassee headquarters as a Development Representative. Beginning in 1990, Oonagh was hired by the Orlando/Orange County Convention &Visitors Bureau (now Visit Orlando) as the contracted trade and PR representative overseeing the same UK, Ireland and Scandinavian region. After I joined the Orlando CVB in 1996, I had another opportunity to work closely with Oonagh until 2003. During that time, she educated the travel trade and media in her market territory on Orlando and Central Florida through participation in travel industry events, and also developed special promotions and activities that generated media interest in the destination. Oonagh was also instrumental in helping launch the Orlando CVB's first large-scale consumer marketing campaign in the UK in 1999. Throughout her career, Oonagh has demonstrated a passion for the diverse Florida product and has proven the value of international marketing to a destination. With her strong relationships within the travel industry, her vast product knowledge, and creative energy, Oonagh and her representation firm offer great solutions for destinations seeking to increase international business. Sincerely, Nancy Hahn Bono Global Development Sr. Director _ f August 22,2016 ;OUCITAI ION IN NNI1 `MsitOrlando VISIT ORLANDO, GERMANY I met Oonagh McCullagh during my first Pow Wow 1990 when I was new at the Orlando CVB and Oonagh had the task of showing me around the destination. Over the past 26 years Oonagh always proven herself to be highly knowledgable of the product, quick to interpret the situation and creative in the execution of any given project. These all all attributes which supported her and lead to the founding of her own company OMMAC Ltd. in 1996. OMMAC and Oonagh McCullagh hold a high reputation in the marketing of the UK and Ireland. They not only possess an in-depth knowledge of these markets but also a keen understanding of the Florida products and an aptitude to recognize the factors leading to growth from international markets; such as the importance of bringing business to Florida during the need periods. OMMAC and Oonagh McCullagh prove to be a competent, highly reliable and valuable partner for any Florida or USA destination seeking representation. Rukhsana Timmis International Representative August 22,2016 SOLICITATION.1, •,,I IRISH I° ' Q ON SUNDRY 1 THE IRISH MAIL ON SUNDAY Oonagh McCullagh and her team at OMMAC have the key qualities needed in any workplace - relentless endeavour, unbridled enthusiasm and professional competence. Oonagh's expertise and knowledge of the tourism and travel business, specifically in Florida, is unrivalled. As a newspaper journalist who has both worked and holidayed in Florida several times since 1993, I have witnessed Oonagh's efficiency, organisational skills and personal charm. Before, and during, the 1994 World Cup soccer finals, Oonagh made visiting journalists feel like Orlando was a home from home. Her on-site interaction gave British and Irish soccer journalists covering the World Cup finals an exclusive insight into the heartbeat of Orlando and was a font of knowledge for many-first time visitors to Orlando. She reacted positively when Irish fans were left empty handed as a result of an official World Cup tour operator going out of business - Oonagh immediately worked with the Mayor of Orland's office to secure accommodation &tickets for the visiting fans - resulting in a major crisis being resolved. She also sold in a feature story and facilitated a wonderful golf trip for myself and other Irish journalists to The Belfry, venue of several Ryder Cup matches - resulting in excellent coverage for the venue. On my first visit to Florida's Paradise Coast last October, OMMAC's influence paved the way for an unforgettable trip. She promised Florida's Paradise Coast would be memorable and it was Sunset Cruise, Fifth Avenue, Everglades, Quinns On The Beach, morning swims with dolphins in the Gulf of Mexico, and much more. For my feature in the Irish Mail on Sunday newspaper, it was a question of what to leave out rather than what to include, there was just so much to take in! CONTINUES August 22,2016 SOLICITATION 16 6,11 As a person, Oonagh's character is outgoing, effervescent and unfailingly polite. She has also a wicked Irish sense of humour! After 30 years as a professional sports journalist, covering four World Cup finals, six Tour de France, and many golf tournaments, including the US PGA Championship and Ryder Cup, I would readily recommend Oonagh for any position in the tourism industry. She is a wonderful, and tireless, ambassador for Florida's Paradise Coast. Regards, Philip Quinn Senior Sports Journalist with Associated Newspapers, Ireland r' immismillIMINIllimullm August 22,2016 SOLICITATION 16-6611 GTMC the voice of business travel GUILD OF TRAVEL MANAGEMENT COMPANIES May 2016 To Whom it may Concern. I have known Oonagh McCullagh for 15 years, first of all in my capacity as General Manager Sales Virgin Atlantic and currently as the CEO of the GTMC. During that time we have worked together on three major promotions, each of which ended with excellent results, enhanced awareness of the destination and significant incremental revenue. On this latest project, the overseas conference of the GTMC (TMC Membership organisation that accounts for 80% of business travel revenues ex UK) at Marriott Marco Island, it was Oonagh and her determination to bring the Conference to Florida's Paradise Coast as opposed to Los Angeles that made all the difference. Following a promotional trip in the 4th quarter of 2014 at which preliminary discussions were held, Oonagh arranged for a small delegation to visit the UK in January 2015 to start the process of winning the Conference venue. The airline sponsors British Airways/American Airlines wanted to hold the conference in Los Angeles but despite that and the reticence by the Board of the GTMC to a two hour transfer time from Miami, the decision based upon promises of support and delivery swayed the decision back to Marco Island. Her determination and resilience to which was added her reputational trust were key factors in making this decision. Far too often, little effort is made and promises broken but that is the opposite of what BRAND McCULLAGH stands for. CONTINUES August 22,2016 SOLICITATION 16-6611 In the planning process Oonagh played a vital role and became part of the events team. Significantly she brought together sponsorship support not just from Naples, Marco Island & Everglades Convention and Visitors Bureau but also Brand USA and VISIT FLORIDA, a unique and powerful combination that gained maximum exposure at the conference. My definition of selling is "building customer commitment based on trust" and this describes Oonagh's performance throughout this process perfectly. I hope to be able to work with her again at some future point. Paul Andrew Wait Chief Executive Officer August 22,2016 (f) U1 ui> t � Q V � GILES TRAVEL Dear Oonagh I just wanted to personally thank you and your company further to my recent attendance at the GTMC Conference at Marco Island in May which was a resounding success. The knowledge, professionalism and support shown was second to none and there was a clear demonstration of what this all encompassing resort can offer for the Business, MICE and Leisure markets as well as being an amazing venue for various sports. I have certainly come away feeling enthused about Marco Island and we are keen to promote it within our own business. David Giles Chairman August 22,2016 SOLICITATION 16-6611 Florida's First Coast °f Golf FLORIDA'S FIRST COAST OF GOLF Through 24 years of working in the tourism industry, Oonagh McCullagh and OMMAC is one of the best in the business. I've personally witnessed Oonagh's passion for her clients and diligent efforts in securing new relationships while strengthening existing relationships on behalf of her clients. Oonagh is where heart and hustle intersect her massive network translating into more international visitation for her clients. David W. Reese President 1 1 4. PROPOSER ' S TEAM V EMBERS ASSIG \ E3 TO COU \ TY' S SCOP OF WORK _ . .. . _ ... .. . . .. ,t',. :-,,*4 _,,, ,r,"';,.,'' - r-44*, . -, „:.,,,, .....e, 4 - - ,,,,410•. ,.. - : - , ii; -•—....., % .., '..„, ‘.4-,-...„r°-.0, - „ . - - '''-'1,1114110411,,,,s.„ 'NM* ........ -., , , , „ ..- • 4.r.b.., _......—ja dors., ' . —'`.I , - ..".. 4411%,_.-.., ..`,, -• '' ` - . ''''' °- 4-,4.,.... '..r.,:'' , 4,, Air' ..- - V*1°N- ' Ii4 . , ------ , -.' -:,'.. '44v- lle° -4, lipw"IP- iik ' . .. iir - ... . * ItElevir i ,. 'IfilliPI4 ' , '.- .: 4* . - 4- ' 40p OW . . 1.. 1111 0 4,' ilk 4t, ir gill" IIIIW ' . fr * lei * . , ,.,. to • AL Atior August 22,2016 OONAGH McCULLAGH - MANAGING DIRECTOR Oonagh is a driving force in the tourism marketing and Public Relations fields with almost 30 years' experience with the USA - specifically the Florida, Orlando, Kissimmee and Florida's Paradise Coast regions. She is regarded as one of the most respected professionals in the UK and Ireland market. Her professionalism and integrity have been recognised by awards from Visit Florida and Orlando Tourism for services to the destinations. She has achieved significant results and grown visitor numbers for every destination she has represented. Oonagh established OMMAC in 1996 and has represented Naples, Marco Island and the Everglades since 2006 and on a full-time basis since 2008. Oonagh's leadership has contributed to ground-breaking growth, and as a result the destination is the number one Florida destination outside the Orlando and Miami gateways for many leading major and specialist operators. She has secured incremental trade events - a first for Collier County and Florida - which has driven significant economic benefit to the region while assuring long-term market growth through exposure to industry influencers and decision makers. Oonagh has wide-ranging expertise in crisis management including fatal crime incidents, sporting events and natural disasters in Florida and security threats in the UK and Northern Ireland. She has lead PR teams with host venues for major international sporting events including the football World Cup in Orlando and the successful 2002 Ryder Cup in the UK - the world's second and third largest sporting events respectively. She is extremely diplomatic and able to negotiate collaborative partnerships to the benefit of her clients; a results-driven individual with clear planning and strategic implementation. EMPLOYMENT 1986 -1989 Visit Florida 1989 -1990 British Airways 1990 - 2003 Visit Orlando 1996 - Present OMMAC Ltd EDUCATION 1976 -1981 College of Business Studies, Belfast and Oxford Brooks University, Oxford MY NAPLES, MARCO ISLAND AND EVERGLADES PERSONAL HIGHLIGHTS * The wave-runner experiences through the Everglades and Ten Thousand Islands NAPLES, MARCO ISLAND AND EVERGLADES WISHLIST To get 'up close and personal' with the Florida panther girmisals- August 22,2016 sOL( 6(3n 81 LESLEY DAVIDSON - ACCOUNT MANAGER Lesley has great industry contacts across the travel trade and media, with first-rate relationship management and project management skills. She has twelve years travel industry experience, beginning her career at travel agency STA Travel where she worked in sales and marketing before moving agency-side to work in marketing communications. Her breadth of experience is varied, from heading up the St Vincent & Grenadines award- winning Digital Detox campaign to negotiating contracts and establishing a positioning in the market for hotel client Sugar Ridge in Antigua to driving integrated marketing campaigns for Tourism Victoria and project managing a new website for Discover Ferries. During her time working with Florida's Paradise Coast, she has supported OMMAC in bringing the IAGTO Conference to the region for the first time in 2014, and this year being the first destination in Florida to host the GTMC Conference. She works closely with the media and our Florida partners, keeping them informed of important news from Naples, Marco Island and the Everglades She also works hand in hand with the trade, setting up meetings at events such as WTM, coordinating the research mission in 2013, and reviewing co-op marketing opportunities. EMPLOYMENT 2004 2008 STA Travel 2008 - Present Four Communications and OMMAC EDUCATION 1996 - 1998 The British School of Brussels 1998 - 2002 The University of Edinburgh MY NAPLES, MARCO ISLAND AND EVERGLADES PERSONAL HIGHLIGHTS Enjoying the beach on Marco Island with my husband and little girl NAPLES, MARCO ISLAND AND EVERGLADES WISHLIST • Visiting during Stone Crab season to taste the freshest claws from the Stone Crab Capital of the World August 22,2016 IlkGERRY BOYLE - DIRECTOR II \it Gerry is a visionary leader with proven success in implementing creative and effective integrated sales growth and commercial strategies. He has a expertise in penetrating travel markets and growing U.S. leisure visitation. He is widely sought to present UK market trends for organisations like Visit USA, Visit Florida and for official comments to the trade and consumer media. Selected by Black Diamond to lead Brand USA's UK and Ireland trade development strategy from inception, Gerry implemented and developed a ground breaking $40 million, pan-European strategic commercial agreement with Thomas Cook - Brand USA's largest ever partnership and is on target to deliver 270,000 incremental US visitors in 2016/17. His extensive knowledge of the competition challenging USA market share has influenced Brand USA's development strategy, including the creation of effective commercial partnerships globally. He works closely with Brand USA's Executive team in Washington D.C. to implement its programmes in-market and heads Brand USA's flagship MegaFam. Gerry works closely with the Visit USA associations, DMOs and U.S. Commercial Services in the UK and Ireland and is on the IPW - UK International Advisory Committee. Gerry will be key in developing and delivering OMMAC's travel trade and co-op marketing strategies using his exceptional knowledge of Naples, Marco Island and the Everglades, Florida as well as wider USA markets having travelled and worked extensively throughout. EMPLOYMENT 1986 - 1992 Falcon Leisure Group (now TUI) 1993 - 2011 Mark Travel Corporation 2012 - Present OMMAC Ltd - Black Diamond/Brand USA account EDUCATION 1979 - 1982 Hamilton Business School 1990 - onwards Post Graduate Studies in management MY NAPLES, MARCO ISLAND AND EVERGLADES PERSONAL HIGHLIGHTS Watching the dolphins swimming in The Gulf of Mexico at daybreak NAPLES, MARCO ISLAND AND EVERGLADES WISHLIST Playing in the Franklin Templeton Shark-Shootout pro-am golf at Tiburon August 22,2016 • tioucITA,ION Ih-bNll - TOM BOYLE - STRATEGY MANAGER s,. Tom is a creative and dynamic consultant with over 25 years' experience 41iin organisational transformation, culture change, leadership and management development and HR consultancy in the UK, USA and other International markets including Europe and Asia. He has a long history of involvement in the travel representation, telecom and IT sectors. He worked as a management development consultant and coach for a major British telecoms company for 16 years and independently for a range of travel representation, international telecom and IT suppliers. Tom has played a key role in all strategic planning for OMMAC and the CVB including the IAGTO Convention for 2013, the Race to Paradise Coast and GTMC Conference 2016. He has conducted Tour Operator analysis, industry research, media segmentation and project management. Tom has exceptional knowledge of US travel market dynamics and has a passion for Florida and the United States having travelled and worked there extensively over 25 years. EMPLOYMENT 1989 - 2006 Organisation Development Consultant for British Telecom 2006 - Present Independent Organisation and Management Development Consultant EDUCATION 1977 - 1979 University of Glasgow 1980 - 1981 Notre Dame Teaching College and University of Glasgow MY NAPLES, MARCO ISLAND AND EVERGLADES PERSONAL HIGHLIGHTS Feeling the purity of the white sand on Marco Island beach NAPLES, MARCO ISLAND AND EVERGLADES WISHLIST Enjoying sun-downers at Marriott Marco Island .01 August 22,2016 soi_iciT/HON 16-661 BLACK DIAMOND KEY RESOURCE Sarah Barnett - PR & Communications Director- has worked both agency and in-house on a number of destination accounts, including Brand USA, Tourism Australia, Tourism Ireland and the Caribbean Tourism Organisation. Sarah has remarkably close relationships with media in the UK and Ireland. She joined Black Diamond four years ago to head up the PR for the newly appointed Brand USA account. Sarah also manages the USA Discovery Programme on behalf • of Brand USA globally. In her spare time Sarah is a member of a running club and a kayaking club; she also has a longstanding passion for travel. Craig Johnson - Black Diamond Creative Director - would oversee all creative/ design works required by the UK & Ireland office and would ensure all Collier County brand guidelines are followed for any work leaving Black Diamond. Craig has travelled extensively throughout the USA and has particularly fond memories of his trips to Florida. August 22,2016 SOLICITATION 16-6611 IDENTIFY THE PROPOSED ACCOUNT MANAGEMENT TEAM IF YOUR FIRM IS AWARDED THE COLLIER COUNTY ACCOUNT. INCLUDE RESUME AND DETAILED LIST OF CAREER ACCOMPLISHMENTS FOR EACH TEAM MEMBER. ADDITIONALLY, PROVIDE RESPONSES TO THE ITEMS LISTED BELOW IN THE FORMAT IDENTIFIED. 1. Number of years the project management team has in tourism representation. 78 2. Number of governmental accounts managed by the proposed account management team the past two years. 4 3. Indicate the number of full time employees in the company. 4 4. Indicate the number of dedicated representatives that will be assigned to this account. If less than one, identify the percent of time by using a decimal (i.e. .25, .50, etc.) 2.6 • • Identify and attach a resume of the primary point of contact (number of for the resultant contract. dedicated • Attach a copy of all resumes or profile information of any representative other firm member who may be engaged in this account. s) Provide subcontractor resumes or profile information who may be involved in this 5. Number of proposer's fulltime equivalent staff(including the account manager) assigned to the County's scope of work in this RFP. • Attach resumes of all staff assigned to our account. 4 6. Number of other accounts to be represented concurrently by the account management team should your firm receive 5 an award to this RFP. TOTAL (add 1 + 2 + 3 + 4 + 5 then subtract 6) 87.6 5. COST OF SERVICES L c �' ..fir kn..`.y. ., �' s —14•111.110ftw, 'Nob ' v .. ny. *-, w• 1141r— *SW" n • .,.. .� . yam.. v 4 • w f+`_ k 4P1' ,,,,, , s' . .10,,, .Ampv -, _ i . 401. , ... 1 4. it - .. AitiNA , ,ryµ ,yam , S .. _.. August 22,2016 souci fION i� f,n 1. Provide a"flat annual fee"to provide all of the representation $120,000 services outlined in this RFP (Annually) 2. Provide an annual amount for out of pocket expenses to be reimbursed $ 80,000 (Annually) TOTAL(add 1 +2) $200,000 OMMAC works on a monthly retainer fee within the annual contract. The hours allocated to Collier County CVB are not calculated on a time recorded basis - we are able to assign our personnel according to the needs of the CVB in order to reach required results, regardless of time considerations. OMMAC will ensure Florida's Paradise Coast will have access to our resources at all times and take top priority to receive dedicated attention as necessary. The programme of activity will be developed jointly with the Naples, Marco Island and the Everglades CVB team, where time and activity will be allocated accordingly within a quantified procedure. Should a crisis/emergency occur or CVB team require our additional assistance OMMAC will be available to support as required across any market above and beyond the scope of work. • No expenses incurred on behalf of the CVB will be marked up in any way. a Management costs are included within the annual fee. • Time related to detailed negotiations with co-op partners will be included in the annual fee. While acting within Collier County CVB's best interests at all times, OMMAC will ensure any additional co-op advertising and promotion charges will be pre-approved prior to confirmation - no agreement of any kind shall be entered into without the formal authorisation of the CVB. August 22,2016 SOLICITAI ION 16-61 Il Additional services OMMAC will undertake within the terms of the contract: • Ongoing Trade and PR support of the French market • Full Crisis Management backup and support for UK and Ireland • Reduced out of pocket, T & E expenses at trade shows and events etc. due to cross- account activity and shared costs Mailing house and other related costs reduced due to specially negotiated cost-share arrangements with Visit Florida and other destinations OMMAC propose an annual fee within the official scope as indicated historically, and will undertake all services as outlined within this proposal. PROPOSED BUDGET 2016/2017 Description Budget m Full service representation Trade & PR/Management & Staff/ Admin/ Dedicated office/ Negotiation co-op marketing/promotion and advertising $120,000 Brochure distribution $4,000 Registration fees/ Co-op hosted trade events/marketing $25,000 Travel expenses $18,000 Membership fees $8,000 Social media, PR meetings/ networking $5,000 PR and Promotions projects $20,000 TOTAL ` 200,000 i 6. REFER E \ CES �;,.. .. 4 „4$0,..,,.'�l,�7.. ,.. r. • '''''. • ...mi.. ,.* .4 7,440., ,It',,''4. ,_,..,...4.,..4,,,. 17....,,„41,:, 411- L-_--- -. .XII' y„ I. .- .,.�-; ,i,.' �- � '‘ .� ate_ ri t' ' . - ' . • _24 ilia--, lkilvi--, ' :14 . ' ' :;-:-''', 4 ,, . ,,•• August 22,2016 souc]TAri,N 1{, (11 Cooier County Administrative Services Department Procurement Services Division Attachment 9: Reference Questionnaire Solicitation: 16-6611—International Tourism Reference Questionnaire for: International Tourism Marketing—UK and Ireland • (Name of Company Requesting Reference Information) OMMAC Ltd (Name of Individuals Requesting Reference Information) Name:Tim Hemphill Company:New Orleans Ernest N.Morial Convention Center (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email:themphill@mccno.com FAX:N/A Telephone:(504)582 3039 Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey.Please rate each criteria to the best of your knowledge on a scale of 1 to 10,with 10 representing that you were very satisifed(and would hire the firm/individual again)and 1 representing that you were very unsatisfied(and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area,leave it blank and the item or form will be scored"0." Project Description: International Tourism Marketing Completion Date: 2005-2008 Kissimmee CVB—UK, Ireland&Scandinivia Project Budget: In Excess of$210,000(yr 1) Project Number of Days: Over three years $245,000(yr 2) $245,000(yr 3) Change Orders-Dollars Added: N/A Change Orders-Days Added: N/A Item Citeria Score 1 Ability to manage the project costs(minimize change orders to scope). 10 2 Ability to maintain project schedule(complete on-time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 • 5 Professionalism and ability to manage personnel. 10 6 Project administration(completed documents,final invoice,final product turnover; 10 invoices;manuals or going forward documentation,etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents,policies,procedures,rules,regulations,etc. 10 10 Overall comfort level with hiring the company in the future(customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS 100 Please FAX this completed survey to: By August 22,2016 SOLIO�anor-i��s�t,n Gorier County Adminstra6ve Services Department Procurement Services Division Attachment 9: Reference Questionnaire Solicitation: 16-6611—International Tourism Reference Questionnaire for: International Tourism Marketing—UK and Ireland (Name of Company Requesting Reference Information) OMMAC Ltd (Name of Individuals Requesting Reference Information) Name:Paul Wait Company:CEO,GTMC (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email:PaulW@gtmc.org FAX:N/A Telephone:+44(0)20 7268 3541 Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey.Please rate each criteria to the best of your knowledge on a scale of 1 to 10,with 10 representing that you were very satisifed(and would hire the firm/individual again)and 1 representing that you were very unsatisfied(and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area,leave it blank and the item or form will be scored"0." Project Description: International Tourism Marketing- Completion Date: 20 May 2016 GTMC Annual Overseas Conference Project Budget: In Excess of$300,000 Project Number of Days: 18 month period Change Orders-Dollars Added: N/A Change Orders-Days Added: N/A Item Citeria Score 1 Ability to manage the project costs(minimize change orders to scope). 10 2 Ability to maintain project schedule(complete on-time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration(completed documents,final invoice,final product turnover; 10 invoices;manuals or going forward documentation,etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents,policies,procedures,rules,regulations,etc. 10 10 Overall comfort level with hiring the company in the future(customer satisfaction). 12 TOTAL SCORE OF ALL ITEMS 102 Please FAX this completed survey to: By August 22,2016 SOLICI iA�'ION 16(3 I1 coker County Administrative Services Department Procurement Services Division Attachment 9:Reference Questionnaire Solicitation:16-6611—International Tourism Reference Questionnaire for: International Tourism Marketing—UK and Ireland (Name of Company Requesting Reference Information) OMMAC Ltd (Name of Individuals Requesting Reference Information) Name:James Killick Company:Virgin Holidays Ltd. (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email:James.Killick@virginholidays.com FAX:N/A Telephone:+44 203 668 4764 Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey.Please rate each criteria to the best of your knowledge on a scale of 1 to 10,with 10 representing that you were very satisifed(and would hire the firm/individual again)and 1 representing that you were very unsatisfied(and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area,leave it blank and the item or form will be scored"0." Project Description: International Tourism Marketing— Completion Date: Ongoing Destination co-op marketing campaigns Project Budget: In Excess of$35,500 Project Number of Days: Over three years Change Orders-Dollars Added: N/A Change Orders-Days Added: N/A Item Citeria Score 1 Ability to manage the project costs(minimize change orders to scope). 10 2 Ability to maintain project schedule(complete on-time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration(completed documents,final invoice,final product turnover; 10 invoices;manuals or going forward documentation,etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents,policies,procedures,rules,regulations,etc. 10 10 Overall comfort level with hiring the company in the future(customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS 100 Please FAX this completed survey to: By August 22,2016 -I, IT^ Co ler County Administrative Services Department Procurement Services Division Attachment 9: Reference Questionnaire Solicitation: 16-6611—International Tourism Reference Questionnaire for: International Tourism Marketing—UK&Ireland (Name of Company Requesting Reference Information) OMMAC Ltd (Name of Individuals Requesting Reference Information) Name:Colin Brodie Company:Reputations UK Ltd,on behalf of VISIT FLORIDA Email:cbrodie@visithorida.org Mob:+44(0)7507 644 889 Telephone:+44(0)20 7932 2406 Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey.Please rate each criteria to the best of your knowledge on a scale of 1 to 10,with 10 representing that you were very satisifed(and would hire the firm/individual again)and 1 representing that you were very unsatisfied(and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area,leave it blank and the item or form will be scored"0." Project Description: International Tourism Marketing- Completion Date:Ongoing destination marketing&PR co-op activity Project Budget: In Excess of$53,000 Project Number of Days: 12 month/annually Change Orders-Dollars Added :N/A Change Orders-Days Added:N/A Item Citeria Score 1 Ability to manage the project costs(minimize change orders to scope). 10 2 Ability to maintain project schedule(complete on-time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration(completed documents,final invoice,final product turnover; 10 invoices;manuals or going forward documentation,etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents,policies,procedures,rules,regulations,etc. 10 10 Overall comfort level with hiring the company in the future(customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS 100 Please FAX this completed survey to: By August 22,2016 soucir�I ,ry w r Coder County Administrative Services Department Procurement services Division Attachment 9:Reference Questionnaire Solicitation: 16-6611—International Tourism Reference Questionnaire for: International Tourism Marketing—UK and Ireland (Name of Company Requesting Reference Information) OMMAC Ltd (Name of Individuals Requesting Reference Information) Name:Carlton Carugati Company:Director,IAGTO (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email:ccarugati@iagto.com FAX:N/A Telephone:+44(0)20 8906 3377 Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey.Please rate each criteria to the best of your knowledge on a scale of 1 to 10,with 10 representing that you were very satisifed(and would hire the firm/individual again)and 1 representing that you were very unsatisfied(and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area,leave it blank and the item or form will be scored"0." Project Description: International Tourism marketing- Completion Date: June 2013 and November 2013 IAGTO North America Convention and Awards Project Budget: In Excess of$80,000 Project Number of Days: 18 month Change Orders-Dollars Added: N/A Change Orders-Days Added: N/A Item Citeria Score 1 Ability to manage the project costs(minimize change orders to scope). 10 2 Ability to maintain project schedule(complete on-time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration(completed documents,final invoice,final product turnover; 10 invoices;manuals or going forward documentation,etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents,policies,procedures,rules,regulations,etc. 10 10 Overall comfort level with hiring the company in the future(customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS 100 Please FAX this completed survey to: By 41=1111MIN .,,-. 4Ir 7. ACCEPTA \ CE 1 OF CONDITIO \ S .. . 1 [ . . , t, , [ . t --4m" 'ithl..+4)Tiggot.-4A-:,1mc4v.4'.77,72" --- - -•- t - "4* **,"6—# r' ---- t* ...-''• ..- 4'''., '''''''' !..O.:',w, ::;,. *"°-. '.4: '., ' '. ', ' ...IL:WOO--; . '4., . - = - ....- ..,. a. ..... ,..... - - ...- ... . .... , . ,. _ . •• --.440-*--*-......... - 1,..10 .. , -2.i..-Jek. . . , Aiqr , oo.. oiht „ ,. ,ii4mit It.... ,.., --,.- ..,-. . .. -,L .. .. -, ,.., , a... ' '' • " ,_ , '.-1, ',, ' 4444411111*0, , 7,-'4'4** - .31,1„ - '44tgir441,41406, -Z i.— , r.,1..4, '''-It* . V ,„. . . , -' „, . • .. - -11 VI - - '' , , ... Als. • ,isit -,16* , .,,.,„. , . ,. . it * 10 * . ...110 4 1110 - .,..k. , . . . ...., : i .., ,i„,, e .. , ft . . . , ills .,. August 22,2016 (,[1, 1r INDICATE ANY EXCEPTIONS TO THE GENERAL TERMS AND CONDITIONS OF THE RFP, AND TO INSURANCE REQUIREMENTS OR ANY OTHER REQUIREMENTS LISTED IN THIS RFP. IF NO EXCEPTIONS ARE INDICATED IN THIS TABBED SECTION, IT WILL BE UNDERSTOOD THAT NO EXCEPTIONS TO THESE DOCUMENTS WILL BE CONSIDERED AFTER THE AWARD, OR IF APPLICABLE, DURING NEGOTIATIONS. EXCEPTIONS TAKEN BY A VENDOR MAY RESULT IN EVALUATION POINT DEDUCTION(S)AND/OR EXCLUSION OF PROPOSAL FOR SELECTION COMMITTEE CONSIDERATION, DEPENDING ON THE EXTENT OF THE EXCEPTION(S). SUCH DETERMINATION SHALL BE AT THE SOLE DISCRETION OF THE COUNTY AND SELECTION COMMITTEE. There are no exceptions. "s' t p I. it' 8. REQUIRED FORM SU BV ITTALS u . r. .. , . 'h.^ s„.. sM x t a � ,fir. c i a, v.,� ksk, au r - ��y ,+e, l':',,.......0,. � '�° --'.."""411.-..1,1104.4-''''' � � z��p,� , 4 > k y et , -` � n , v rp _ f m, t ,�, } 'ik'' ''.. ,..T. , . ...-,, ' ,. . . ' -- l '• migiil- ost- '` •---41111b - •••• .•' ' • a.:.,,, .„ .,. Ir.. 0110.rt , ? , •,..,.... August 22,2016 Ter SOLICITATION 16-6611 98 Colter County Administrative SeMees Department P,oarement Ser.ces D,eis,on Attachment 1:Vendor's Non-Response Statement NOT APPLICABLE The sole intent of the Collier County Purchasing Department is to issue solicitations that are clear, concise and openly competitive.Therefore,we are interested in ascertaining reasons for prospective Vendors not wishing to respond to this solicitation. If your firm is not responding to this RFP,please indicate the reason(s)by checking the item(s)listed below and return this form via email or fax,noted on the cover page, or mail to Collier County Government, Purchasing Department, 3327 Tamiami Trail E, Naples, FL 34112. We are not responding to Solicitation 16-6611—International Tourism Representation for the following reason(s): ❑ Services requested not available through our company. ❑ Our firm could not meet specifications/scope of work. ❑ Specifications/scope of work not clearly understood or applicable(too vague, rigid.etc.) ❑ Project is too small. ❑ Insufficient time allowed for preparation of response. ❑ Incorrect address used. Please correct mailing address: ❑ Other reason(s): Name of Firm: Address: City, State,Zip: Telephone: Email: Representative Signature: Representative Name: Date August 22,2016 • SOLICITATION 16-6611 Co ier County Administrative Services Department Procurement Ser..xs D,ason Attachment 2:Vendor Check List IMPORTANT: THIS SHEET MUST BE SIGNED. Please read carefully,sign in the spaces indicated and return with your Proposal. Vendor should check off each of the following items as the necessary action is completed: ® The Proposal has been signed. ® All applicable forms have been signed and included, along with licenses to complete the requirements of the project. ® Any addenda have been signed and included. ® The mailing envelope has been addressed to: Collier County Government Purchasing Department 3327 Tamiami Trail E Naples FL 34112 Attn:Adam Northrup, Procurement Strategist ® The mailing envelope must be sealed and marked with Solicitation 16-6611 and 06/02/2016; 3:00PM. ® The Proposal will be mailed or delivered in time to be received no later than the specified due date and time. (Otherwise Proposal cannot be considered.) ® If submitting a manual bid, include any addenda(initialed and dated noting understanding and receipt). If submitting bid electronically, bidder will need to download all related documents on www.colliergov.net/bid. The system will date and time stamp when the addendum files were downloaded. ALL COURIER-DELIVERED PROPOSALS MUST HAVE THE RFP NUMBER AND TITLE ON THE OUTSIDE OF THE COURIER PACKET. Name of Firm: OMMAC LTD Address: Greystones City,State,Zip: West Mailing,Kent,ME19 5XQ Telephone: +44 7802 420 750 Email: oonagh(a.ommac.co.uk Representative Signature: a. " - Representative Name: Oonaqh McCullaqh Date 01/06/2016 16-6611—International Tourism Representation RFP Non_CCNATemplate 01202016 3 August 22,2016 SOLICITATION 16-6611 Colter County Email: adamnorthrup@colliergov.net AdminislativeServices Department Telephone: (239)252-6098 Procurement Ser.::zs :mon FAX: (239)252-6302 ADDENDUM #1 Memorandum Date: May 26. 2016 From: Adam Northrup, Procurement Strategist To: Interested Bidders Subject: Addendum#1 16-6611 —International Tourism Representation The following clarifications are issued as an addendum identifying the following change(s) for the referenced solicitation: Addition of W-8FCI document to forms. This form will replace the W-9 document from the RFP if your company is a foreign owned company. Clarification: Under this solicitation, cooperative advertising and promotion will be negotiated by the awarded vendor and fees for this service will be included in the "flat annual fee". The charges paid to third parties for the actual advertising and promotion will be paid directly to the third parties by the Collier County CVB. Time extension:The due date for this solicitation has been extended until June 6, 2016, 3:00PM. If you require additional information please post a question on the Online Bidding site or contact me using the above contact information. c: Jack Wert Please sign below and return a copy of this Addendum with your submittal for the above referenced solicitation. 05/27/2016 (Signature) l ) ` Date OMMAC Ltd. (Name of Firm) Addend umTemplate Revised:4/15/10 1 August 22,2016 SOLICITATION 16-6611 101 Corner County 4CMScalive Sens Department Attachment 3:Conflict of Interest Affidavit By the signature below,the fin-n(employees,officers and/or agents)certifies, and hereby discloses,that, to the best of their knowledge and belief,all relevant facts concerning past, present,or currently planned interest or activity(financial,contractual, organizational, or otherwise)which relates to the proposed work: and bear on whether the firm(employees, officers and/or agents)has a possible conflict have been t fully disclosed. Additionally,the firm(employees,officers and/or agents)agrees to immediately notify in writing the Procurement Director,or designee. if any actual or potential conflict of interest arises during the contract and/or project duration. Firm: OMMAC Ltd Signature and Date: « Ue w•_ . 3144Agb V01 o Print Name Oonaqh McCullaqh Title of Signatory Managing Director State of N/A County of Kent, Country of United Kingdom SUBSCRIBED AND SWORN to before me this (G4' day of ��^""4-^ , 20 I $. , by_Oonagh McCullagh ,1 ^is rs^^arry kacum^to"e to be-the MaRegingarrector for the Firm,OR who produced the following identificationK passport O s ? ! S • . il ' Notary Public My Commission Expires tisi'4k• I(le • i Robert Douglas Ryder Notary Public Covent Garden,London,England Tel:00 44 207 395 8439 (1/1 . My commission expires with life 16-6611-International Tourism Representation RFP_Non CCNATempiate 01202016 4 August 22,2016 SOLICITATION 16-6611 Colter County Administrative Services Department °rocurement Services Drns,or Attachment 4:Vendor Declaration Statement BOARD OF COUNTY COMMISSIONERS Collier County Government Complex Naples, Florida 34112 RE: Solicitation: 16-6611 —International Tourism Representation Dear Commissioners: The undersigned,as Vendor declares that this proposal is made without connection or arrangement with any other person and this proposal is in every respect fair and made in good faith,without collusion or fraud. The Vendor agrees, if this proposal is accepted,to execute a Collier County document for the purpose of establishing a formal contractual relationship between the firm and Collier County,for the performance of all requirements to which the proposal pertains. The Vendor states that the proposal is based upon the proposal documents listed by Solicitation: 16-6611 —International Tourism Representation. (Proposal Continued on Next Page) 16-6611—International Tourism Representation RFP Non CCNATemplate 01202016 5 NIP August 22,2016 SOLICITATION 16-6611 10 PROPOSAL CONTINUED IN WITNESS WHEREOF,WE have hereunto subscribed our names on this 31St day of May,2016 in the County of , in the State of Country of UK. Firm's Legal Name: OMMAC Ltd Address: Greystones,Roughetts Road City,State,Zip Code: West Mailing,Kent,ME19 5XQ.UK Florida Certificate of Authority Document Number: N/A Federal Tax Identification Number UK VAT Registration#851351639 CCR#or CAGE Code N/A Telephone: +44(0)1732 875 090/7802 420 750 FAX: +44(0)01732 875 090/Email:oonagh@ommac.co.uk Signature by: Oonagh McCullagh (Typed and written) Title: Managing Director Additional Contact Information Send payments to: (required if different from above) Company name used as payee Contact name: Title: Address: City.State,ZIP Telephone: FAX: Email: Office servicing Collier County to place orders (required if different from above) Contact name: Title: Address: City,State,ZIP Telephone: Email 16-6611-International Tourism Representation RFP_Non CCNATemplate_01202016 6 August 22,2016 SOLICITATION 16-6611 - 1d4 Coder County Administrative Services Depamnent Procurement Serrces NOT APPLICABLE Attachment 5:Affidavit for Claiming Status as a Local Business Solicitation:16-6611—International Tourism Representation(Check Appropriate Boxes Below) State of Florida(Select County if Vendor is described as a Local Business ❑Collier County ❑Lee County Vendor affirms that it is a local business as defined by the Purchasing Policy of the Collier County Board of County Commissioners and the Regulations Thereto. As defined in Section XI of the Collier County Purchasing Policy: Local business means the vendor has a current Business Tax Receipt issued by the Collier County Tax Collector for at least one year prior to bid or proposal submission to do business within Collier County,and that identifies the business with a permanent physical business address located within the limits of Collier County from which the vendor's staff operates and performs business in an area zoned for the conduct of such business. A Post Office Box or a facility that receives mail,or a non-permanent structure such as a construction trailer, storage shed,or other non-permanent structure shall not be used for the purpose of establishing said physical address.In addition to the foregoing,a vendor shall not be considered a"local business"unless it contributes to the economic development and well-being of Collier County in a verifiable and measurable way.This may include,but not be limited to,the retention and expansion of employment opportunities,support and increase to the County's tax base, and residency of employees and principals of the business within Collier County.Vendors shall affirm in writing their compliance with the foregoing at the time of submitting their bid or proposal to be eligible for consideration as a"local business"under this section.A vendor who misrepresents the Local Preference status of its firm in a proposal or bid submitted to the County will lose the privilege to claim Local Preference status for a period of up to one year. Vendor must complete the following information: Year Business Established in❑Collier County or❑Lee County: Number of Employees(Including Owner(s)or Corporate Officers): Number of Employees Living in❑Collier County or❑Lee(Including Owner(s)or Corporate Officers): If requested by the County,vendor will be required to provide documentation substantiating the information given in this affidavit.Failure to do so will result in vendor's submission being deemed not applicable. Vendor Name: Date: Collier or Lee County Address: Signature: Title: STATE OF FLORIDA E COLLIER COUNTY E LEE COUNTY Sworn to and Subscribed Before Me,a Notary Public,for the above State and County,on this Day of 20 Notary Public My Commission Expires: (AFFIX OFFICIAL SEAL) 16-6611—International Tourism Representation RFP Non CCNATemplate_01202016 8 August 22,2016 SOLICITATION 16-6611 Colter Cio►4Y1ty Adreros6atve =res Cepam ler Attachment 6:Immigration Affidavit Certification Solicitation:16-6611—International Tourism Representation This Affidavit is required and should be signed, notarized by an authorized principal of the firm and submitted with formal Invitations to Bid(ITB's)and Request for Proposals(RFP)submittals. Further,Vendors/Bidders are required to enroll in the E-Verify program,and provide acceptable evidence of their enrollment,at the time of the submission of the vendor's/bidder's proposal. Acceptable evidence consists of a copy of the properly completed E-Verify Company Profile page or a copy of the fully executed E-Verify Memorandum of Understanding for the company. Failure to include this Affidavit and acceptable evidence of enrollment In the E-Verify program may deem the Vendor/Bidder's proposal as non-responsive. Collier County will not intentionally award County contracts to any vendor who knowingly employs unauthorized alien workers,constituting a violation of the employment provision contained in 8 U.S.C.Section 1324 a(e)Section 274A(e)of the Immigration and Nationality Act("INA"). Collier County may consider the employment by any vendor of unauthorized aliens a violation of Section 274A(e) of the INA. Such Violation by the recipient of the Employment Provisions contained in Section 274A(e)of the INA shall be grounds for unilateral termination of the contract by Collier County. Vendor attests that they are fully compliant with all applicable immigration laws(specifically to the 1986 Immigration Act and subsequent Amendment(s))and agrees to comply with the provisions of the Memorandum of Understanding with E-Verify and to provide proof of enrollment in The Employment Eligibility Verification System (E-Verify),operated by the Department of Homeland Security in partnership with the Social Security Administration at the time of submission of the Vendor's/Bidder's proposal. Company Name OMMAC Ltd Print Name Oonagh McCullagh Title Menacing Director Signature Date 31 May 2016 State of N/A County of Kent Country of: United Kingdom J Thi bregoing instrument was signed and acknowledged before me this l "clay of Y Oonagh McCullagh who has produced UK Passport#306556915 as identification. (Print or Type Name) (Type of Identification and Number) Notary Public Signature Printedflam of ot�ry Publi cK ‘� ' e�GA 014 Notary/CCommission Number/Expiration t.0sdt kS*lC.-4 lS The signee of this Affidavit guarantees.as evidenced by the sworn affidavit required herein,the truth and accuracy of this affidavit to interrogatories hereinafter made. 16-6611-International Tourism Representation RFP Non CCNATemplate 01202016 Robert Douglas Ryder 9 Notary Public Covent Garden,London,England Tel:00 44 207 395 8439 I My commission expires with life August 22,2016 - • SOLICITATION 16-6611 Colter County Administrative ServsDepaornent Procurement Ser,ces Dr,von NOT APPLICABLE—used W-8ECI Attachment 7:Vendor Substitute W—9 Request for Taxpayer Identification Number and Certification In accordance with the Internal Revenue Service regulations, Collier County is required to collect the following information for tax reporting purposes from individuals and companies who do business with the County(including social security numbers if used by the individual or company for tax reporting purposes). Florida Statute 119.071(5) require that the county notify you in writing of the reason for collecting this information, which will be used for no other purpose than herein stated. Please complete all information that applies to your business and return with your quote or proposal. 1. General Information(provide all information) Taxpayer Name (as shown on income tax return) Business Name (if different from taxpayer name) Address City State Zip Telephone FAX Email Order Information Remit/Payment Information Address Address City State Zip City State Zip FAX FAX Email Email 2. Company Status(check only one) Individual/Sole Proprietor Corporation Partnership Tax Exempt(Federal income tax-exempt entity Limited Liability Company under Internal Revenue Service guidelines IRC 501 (c)3) Enter the tax classification (D=Disregarded Entity,C=Corporation,P=Partnership) 3. Taxpayer Identification Number(for tax reporting purposes only) Federal Tax Identification Number(TIN) (Vendors who do not have a TIN,will be required to provide a social security number pnor loan award of the contract.) 4. Sign and Date Form Certification:Under penalties of perjury.I certify that the information shown on this form is correct to my knowledge. Signature Date 1 1 Title Phone Number 16-6611—International Tourism Representation RFP_Non_CDNATemplate_01202016 10 • August 22,2016 107 Form W-8ECI Certificate of Foreign Person's Claim That Income Is Effectively Connected With the Conduct of a Trade or ;Rev.Fe_r_ary 20r4i Business in the United States OMB No. 545-1521 ►Section references are to the Internal Revenue Code. Decartment of the Treasury ►Information about Form W-8ECI and its separate instructions is at www.irs.gov/formw8eci. Internal Revenue Se^dce ►Give this form to the withholding agent or payer.Do not send to the IRS. Note.Persons submitting this form must file an annual U.S.income tax return to report income claimed to be effectively • connected with a U.S.trade or business(see instructions). Do not use this form for: Instead,use Form: • A beneficial owner solely claiming foreign status or treaty benefits W-8BEN or W-8BEN-E • A foreign government, international organization, foreign central bank of issue, foreign tax-exempt organization, foreign private foundation,or government of a U.S.possession claiming the applicability of section(s)115(2),501(c),892,895,or 1443(b) . . . . W_BExp Note.These entities should use Form W-8ECI if they received effectively connected income and are not eligible to claim an exemption for chapter 3 or 4 purposes on Form W-BEXP. • A foreign partnership or a foreign trust(unless claiming an exemption from U.S.withholding on income effectively connected with the W-88EN-E conduct of a trade or business in the United States) or W-8IMY • A person acting as an intermediary W-8IMY Note.See instructions for additional exceptions. Part I Identification of Beneficial Owner(see instructions.) t Name of individual or organization that is the beneficial owner 2 Country of incorporation or organization OMMAC Ltd UK 3 Name of disregarded entity receiving the payments(if applicable) NIA 4 Type of entity(check the appropriate box): ❑Individual ❑Corporation ❑Partnership ❑Simple trust E Complex trust 0 Estate 0 Government ❑Grantor trust ❑Central bank of issue 0 Tax-exempt organization fJ' Private foundation ❑International organization 5 Permanent residence address(street,apt.or suite no.,or rural route).Do not use a P.O.box or in-care-of address. Greystones,Roughelts Road City or town,state or province.Include postal code where appropriate. Country West Mailing,Kent,ME19 5X0 United Kingdom 6 Business address in the United States(street,apt,or suite no.,or rural route).Do not use a P.O.box or in-care-of address. N/A City or town.state.and ZIP code 7 U.S.taxpayer identification number(required—see instructions) 8 Foreign tax identifying number ❑SSN or ITIN ❑EIN N/A VAT Reg#851351639 9 Reference number(s)(see instructional 10 Date of birth(MM-DO-YYYY) Company Reg84967240 NIA 11 Specify each item of income that is,or is expected to be.received from the payer that is effectively connected with the conduct of a trade or business in the United States.(attach statement if necessary) N/A Part it Certification Under penalties of perjury.I declare that I have examined the information on this form and to the best of my knowledge and belief It is true.correct.and complete.I further certify under penalties of perjury that: •I am the beneficial owner(or I am authorized to sign for the beneficial owner)of all the payments to which this form relates. •The amounts for which this certification is provided are effectively connected with the conduct of a trade or business in the United States. •The income for which this form was provided is includible in my gross income(or the beneficial owner's gross income)for the taxable year.and Sign •The beneficial owner is not a'J.S.person. Furthermore.I authorize this form to be provided to any withholding agent that has control,receipt.or custody of the payments of which I am the Here beneficial owner or any witchotoing agent that can disburse or make payments of the amounts of which I am the beneficial owner. I agree that I will submit a new form within 30 days if any certification made on this form becomes Incorrect. C_, • Q-M‘ y y I{ 05 29 2016 Signature of beneficial owner authorized to sign for the beneficial owner) Print name Date(MM-DD-YYYY) ❑I certify that I have the capaci sign for the person identified on line 1 of this form. For Paperwork Reduction Act Notice,see separate instructions. Cat.No.200450 Form W-8ECI (Rev.2-2014) August 22,2016 SOLICITATION 16-6611 10" Goiter 0 - Collier County Administrative Services Depa.';,,e Procurement Ser.ices D'::: Attachment 8:Insurance and Bonding Requirements Insurance/Bond Type Required Limits • 1. ❑Worker's Statutory Limits of Florida Statutes,Chapter 440 and all Federal Government Compensation Statutory Limits and Requirements 2. ®Employer's Liability $7.000.000 single limit per occurrence 3. ®Commercial General Bodily Injury and Property Damage Liability(Occurrence Form) patterned after the current $1.000,000 single limit per occurrence,$2,000,000 aggregate for Bodily Injury ISO form Liability and Property Damage Liability. This shall include Premises and Operations: Independent Contractors; Products and Completed Operations and Contractual Liability 4. ®Indemnification To the maximum extent permitted by Florida law,the ContractorNendor/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,to the extent caused by the negligence, recklessness,or intentionally wrongful conduct of the ContractorNendor/Consultant or anyone employed or utilized by the ContractorNendor/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. 4. ❑Automobile Liability $ Each Occurrence;Bodily Injury&Property Damage, Owned/Non-owned/Hired;Automobile Included 5. ❑ Other insurance as ❑Watercraft $ Per Occurrence noted: ❑United States Longshoreman's and Harborworker's Act coverage shall be maintained where applicable to the completion of the work. $ Per Occurrence ❑Maritime Coverage(Jones Act)shall be maintained where applicable to the completion of the work. $ Per Occurrence ❑Aircraft Liability coverage shall be carried in limits of not less than $5,000,000 each occurrence if applicable to the completion of the Services under this Agreement. $ Per Occurrence ❑Pollution $ Per Occurrence ❑Professional Liability $ Per Occurrence • $ 500,000 each claim and in the aggregate • $1,000,000 each claim and in the aggregate • $2,000,000 each claim and in the aggregate ❑Professional Liability S per claim and in the aggregate • $1,000,000 per claim and in the aggregate August 22,2016 I' SOLICITATION 16-6611 109 • • $2,000,000 per claim and in the aggregate ❑Valuable Papers Insurance $ Per Occurrence E Employee Dishonesty/Crime S Per Occurrence Including Employee Theft, Funds Transfer Fraud, Include a Joint Loss Payee endorsement naming Collier County. 6. ❑Bid bond Shall be submitted with proposal response in the form of certified funds, cashiers'check or an irrevocable letter of credit,a cash bond posted with the County Clerk,or proposal bond in a sum equal to 5%of the cost proposal.All checks shall be made payable to the Collier County Board of County Commissioners on a bank or trust company located in the State of Florida and insured by the Federal Deposit Insurance Corporation. 7. ❑Performance and For projects in excess of$200,000,bonds shall be submitted with the Payment Bonds executed contract by Proposers receiving award,and written for 100%of the Contract award amount,the cost borne by the Proposer receiving an award. The Performance and Payment Bonds shall be underwritten by a surety authorized to do business in the State of Florida and otherwise acceptable to Owner;provided, however,the surety shall be rated as"A-"or better as to general policy holders rating and Class V or higher rating as to financial size category and the amount required shall not exceed 5%of the reported policy holders'surplus,all as reported in the most current Best Key Rating Guide, published by A.M. Best Company, Inc.of 75 Fulton Street, New York, New York 10038. 8. ® Vendor shall ensure that all subcontractors comply with the same insurance requirements that he is required to meet. The same Vendor shall provide County with certificates of insurance meeting the required insurance provisions. 9. ® Collier County must be named as"ADDITIONAL INSURED"on the Insurance Certificate for Commercial General Liability where required. 10. ® The Certificate Holder shall be named as Collier County Board of County Commissioners,OR,Board of County Commissioners in Collier County,OR Collier County Government,OR Collier County. The Certificates of Insurance must state the Contract Number,or Project Number,or specific Project description,or must read: For any and all work performed on behalf of Collier County. 11. ® Thirty(30)Days Cancellation Notice required. RLC 4/29/2016 Vendor's Insurance Statement We understand the insurance requirements of these specifications and that the evidence of insurability may be required within five(5)days of the award of this solicitation. Name of Firm OMMAC Ltd Date 31't May 2016 Vendor Signature 61L1r 4.4 e Print Name Oonaoh McCullagh Insurance Agency Hiscox Insurance Company Ltd Agent Name Steve Langan Telephone Number+44(0)207 448 6000 16-6611-International Tourism Representation R F P_N on_C C N ATe m pl a te_01202016 12 p August 22,2016 SOLICITATION 16-6611 Co ler County Administrative Services Department °rccurement Services D nsu,, Attachment 10: Region Declaration Solicitation 16-6611—International Tourism (Submit Form with Response) Indicate region Index Discipline Interest with a Checkmark 1 Germany and German speaking regions of Europe 2 United Kingdom and Ireland market X Interested parties may bid on one or both regions of this contract. If you are interested in both the Germany and UK representation,you must submit a separate proposal for each. A submission for both regions cannot be combined into one proposal. Signed by: ( - Date: 31st May 2016 Firm's Name: OMMAC Ltd 16-6611—International Tourism Representation RFP Non_CCNATemplate 01202016 14 125 of:126)r_ OmmaCTED CREATING VALUABLE BUSINESS PARTNERSHIPS -__^' q � 1R OMMAC LIMITED BLACK DIAMOND AGENCY LIMITED l5 ��fo� ��� P.O. Box 316 West Mailing Covent Garden Kent ME19 5XQ United Kingdom London WC2E 9HE | United Kingdom Company Registration Number 4967240 ` Company Registration Number 2677902 VAT Registration Number 851351639 VAT Registration Number 611817068 CO —CO N _f-- O N NN N- D• 'N y O O O 7 y Q 0 Q Z £ E N M O 2 U c o o c trz d • LL C CO LO LO Na) N N I- N N a) Q a) +- d a) a) t . d E w o E• c a. 0 Y c c t , co N O W v a) is Ne d c as N LL -) e- M N 2) CD ty > .0 .2 0 N d C x- M N (0 CIS R O 0 o i ii 7 w N -0 CO as CO = U 6 i ca Y O N M i. C co O to U L Q a) Ce 0 J u) p To Y£ 0 0 H LL 'N O B rE J r:TO d ft P Nu. g (TO d z I- O fic ,xtt i* Q N N a ai ca Q 0 O < a 11 August 22,2016 New Business 7-D(ii) 1 of 80 AGREEMENT 16-6611 for International Tourism Representation (Germany, Switzerland, Austria, the Benelux region) THIS AGREEMENT, made and entered into on this day of 2016, by and between DIAMONDE e.K., a registered company in Stuttgart, Germany registration number HRA 722594 and tax ID number DE222067856; whose business address is Konigstr. 10B, 70173 Stuttgart, Germany hereinafter called the "Contractor" and Collier County (The Naples, Marco Island, Everglades Convention & Visitors Bureau (CVB), a division of Collier County Florida Government), a political subdivision of the State of Florida, Collier County, Naples, hereinafter called the "County" or "CVB") for international representation services on behalf of the County. WITNESSETH: 1. AGREEMENT TERM. This Agreement shall be for an initial two (2) year period commencing on October 1, 2016, and terminating September 30, 2018, or until 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 Contractor, renew the Agreement under all of the terms and conditions contained in this Agreement for two (2) additional two (2) year periods. The County shall give the Contractor written notice of the County's intention to extend the Agreement term 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 one hundred and eighty (180) days. The County Manager, or his designee, shall give the Contractor written notice of the County's intention to extend the Agreement term prior to the end of the Agreement term then in effect. 2. STATEMENT OF WORK. The Contractor shall provide professional services for representing Collier County in Germany, Switzerland, Austria, the Benelux region and other international locations as designated by the County, in accordance with the terms and conditions of RFP #16-6611 and the Contractor's bid referred to herein and made an integral part of this Agreement, and attached Exhibit A, Scope of Services. This Agreement contains the entire understanding between the parties and any modifications to this Agreement shall be mutually agreed upon in writing by the Contractor and the CVB Executive Director or his designee, in compliance with the Procurement Ordinance, as amended, and Procurement Procedures in effect at the time such services are authorized. Page 1 of 13 Agreement#16-6611"International Tourism Representation' Contractor l DIAMONDE e.K. (3)(Germany,Switzerland,Austria,the Benelux region) August 22,2016 New Business 7-D(ii) 2 of 80 3. THE AGREEMENT SUM. The County shall pay the Contractor for the performance of this Agreement a flat annual fixed price of One Hundred and Twenty Thousand US Dollars ($120,000.00) paid in advance monthly installment payments and reimbursable expenses based on the fee schedule set forth in Exhibit B, Fee Schedule, and the price methodology as defined in Section 3.1. Payment will be made upon receipt of a proper invoice and upon approval by the CVB Executive Director or his designee, 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. 3.2 Any County agency may purchase products and services under this Agreement, provided sufficient funds are included in their budget(s). 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 the Agreement. 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. 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: DIAMONDE e.K. Kdnigstr. 10B 70173 Stuttgart Germany ATTN: Natasa Manic, Owner Telephone: +49 711 91257610 Facsimile: +49 711 91257611 E-mail: natasa@diamonde.de Page 2 of 13 Agreement#16-6611'International Tounsm Representation" Contractor.DIAMONDE e.K (Germany,Switzerland,Austria,the Benelux regi CA 0 August 22, 2016 New Business 7-D(ii) 3 of 80 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: 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. 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 Agreement 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. Page 3 of 13 Agreement#16-6611'International Tourism Representation" Contractor:DIAMONDS e.K. (Germany,Switzerland,Austria,the Benelux region) 61--4!), August 22,2016 New Business 7-D(ii) 4 of 80 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 Agreement 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. 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 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 damages, or economic loss, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the Contractor or Page 4 of 13 Agreement#16-6611'International Tourism Representation" Contractor:DIAMONDE e,K. (Germany,Switzerland,Austria,the Benelux region) August 22,2016 New Business 7-D(ii) 5 of 80 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. AGREEMENT ADMINISTRATION. This Agreement shall be administered on behalf of the County by the Tourism Division. 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 AGREEMENT. This Agreement consists of the following component parts, all of which are as fully a part of the Agreement as if herein set out verbatim: Contractor's Proposal, Insurance Certificate(s), Exhibit A — Scope of Services, Exhibit B— Fee Schedule, RFP#16-6611 Scope of Services and Addendum. 16. 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. 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, 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 Agreement held by the individual and/or firm for cause. Page 5 of 13 Agreement#16-6611"International Tourism Representation" Contractor:DIAMONDE e.K. (Germany,Switzerland,Austria,the Benelux region) August 22,2016 New Business 7-D(ii) 6 of 80 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)-(b) as stated as follows: IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: Communication and Customer Relations Division 3299 Tamiami Trail East, Suite 102 Naples, FL 34112-5746 Telephone: (239) 252-8383 The Contractor must specifically comply with the Florida Public Records Law to: 1. Keep and maintain public records required by the public agency to perform the service. 2. Upon request from the public agency's custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. 3. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the Contractor does not transfer the records to the public agency. 4. Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the Contractor or keep and maintain public records required by the public agency to perform the service. If the Contractor transfers all public records to the public agency upon completion of the contract, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Contractor keeps and maintains public records upon completion of the contract, the Contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the public agency, upon request from the public agency's custodian of public records, in a Page 6 of 13 Agreement#16-6611'International Tourism Representation' Contractor:DIAMONDE e.K. (Germany,Switzerland,Austria,the Benelux region)® I August 22, 2016 New Business 7-D(ii) 7 of 80 format that is compatible with the information technology systems of the public agency. 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 Agreement 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 Agreement 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 Agreement. The Contractor shall assign as many people as necessary to complete the services on a timely basis, and each 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 Page 7of13 Agreement#16-6611'Intemational Tourism Representation' Contractor:DIAMONDE e.K. (Germany,Switzerland,Austria,the Benelux region) CAO August 22,2016 New Business 7-D(ii) 8 of 80 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, the terms of the Request for Proposal (RFP), the Contractor's Proposal, and/or the County's Board approved Executive Summary, this Agreement shall take precedence. 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. 27. SECURITY. The Contractor is required to comply with County Ordinance 2004-52, as amended. Background checks are valid for five (5) years and the Contractor shall be responsible for all associated costs. If required, Contractor shall be responsible for the costs of providing background checks by the Collier County Facilities Management Division for all employees that shall provide services to the County under this Agreement. This may include, but not be limited to, checking federal, state and local law enforcement records, including a state and FBI fingerprint check, credit reports, education, residence and employment verifications and other related records. Contractor shall be required to maintain records on each employee and make them available to the County for at least four (4) years. All of Contractor's employees and subcontractors must wear Collier County Government Identification badges at all times while performing services on County facilities and properties. Contractor ID badges are valid for one (1) year from the date of issuance and can be renewed each year at no cost to the Contractor during the time period in which their background check is valid, as discussed below. All technicians shall have on their shirts the name of the contractor's business. The Contractor shall immediately notify the Collier County Facilities Management Division via e-mail (DL-FMOPSCa�colliergov.net) whenever an employee assigned to Collier County separates from their employment. This notification is critical to ensure the continued security of Collier County facilities and systems. Failure to notify within four (4) hours of separation may result in a deduction of$500 per incident. * * * * * Page 8 of 13 Agreement#16-6611"International Tourism Representation" Contractor:DIAMONDE e.K. (Germany,Switzerland,Austria,the Benelux region) August 22,2016 New Business 7-D(ii) 9 of 80 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 Dwight E. Brock, Clerk of Courts By: By: Donna Fiala, Chairman Dated: (SEAL) DIAMONDE e.K. Contractor By: First Witness Signature TType/print witness name TType/print signature and titleT Second Witness TType/print witness name Approved as to Form and Legality: Assistant County Attorney Print Name Page 9 of 13 Agreement 1116-6611"International Tourism Representation' Contractor:DIAMONDS e.K (Germany,Switzerland.Austria,the Benelux region)Auk August 22,2016 New Business 7-D(ii) 10 of 80 Exhibit A—Scope of Work 16-6611 Tourism International Representation Background The Naples, Marco Island, Everglades Convention & Visitors Bureau (CVB), a division of Collier County Florida Government, requires full-time representation services with an experienced International Representation firm. Representation services are desired to support the CVB's efforts to attract visitors to our area. The CVB's brand is relatively new to the International market so the Contractor must maintain and build that brand awareness. Objectives the Contractor is asked to accomplish: a. Increase average length of stay and repeat visitation from the assigned region; b. Increase the number of hotel room nights from the assigned markets; c. Grow the number of CVB partners listed in tour operator catalogs and on line programs in the assigned region; d. Grow the number of visitors and their spending from the markets represented; and e. Grow the use of social media channels to interact with our destination. • Services requested from the Contractor are for sales, public relations, trade shows, travel industry training, promotions, social media and other services required to showcase the tourism attributes of the Naples, Marco Island, Everglades area of Florida. The required services are outlined in the scope below. All Tasks listed must be completed at a minimum of once per month unless otherwise indicated. 1. Develop an annual joint marketing plan that is implemented monthly for all services covered under the Agreement. 2. Coordination of Public Relations efforts with in-country media. 3. Social media services related to in-country communications with trade and consumers. 4. Dedicated phone, fax and e-mail address for the Naples, Marco Island, Everglades CVB. 5. Translation services as required. • 6. Contract and maintain storage inventory and distribution services as necessary. 7. Monthly reports will be submitted to the CVB by the 10t"of the following month, outlining activities per country with future activity projections and market overviews. Page 10 of 13 Agreement#166611'International Tourism Representation' Contractor:DIAMONDE e K (Germany,Switzerland,Austria,the Benelux region) CAO August 22, 2016 New Business 7-D(ii) 11 of 80 8. Travel Trade Activities: The following are travel and trade marketing activities which the successful firm will perform: a. Participation in trade and consumer shows & events in country, surrounding areas and in the US as necessary. b. Regular communication and destination updates to tour operators, travel agents and media. c. Organize, conduct or participate in travel trade and media familiarization trips in Florida as required and agreed. d. Conduct travel trade training and sales calls to tour operators, airlines and other related organizations in-country and surrounding areas as agreed. e. Assist the CVB and its U.S. based marketing partners and agencies with trade and consumer promotions as agreed. f. Assist with the International marketing promotions and advertising related activities in order to maximize the CVB budget. g. Fulfillment of inquiries for CVB publications/literature to trade & consumers via both Florida based and in-country fulfillment facilities. h. Pre-screen and forward travel trade and media leads to the CVB which result from above-mentioned activities. i. Develop and fulfill requests from media and organize and work with CVB in-house PR team on familiarization trips for journalists. j. Maintain close working relationships with Visit Florida, U. S. Travel Association and other tourism industry associations, including Visit USA organizations as agreed. k. Create and maintain an up to date country by country trade and consumer database. Page 11 of 13 Agreement#16-6811'International Tourism Representation' Contractor:DIAMONDE e.K. (Germany,Switzerland,Austria,the Benelux region)) August 22,2016 New Business 7-D(ii) 12 of 80 Exhibit B - Fee Schedule 16-6611 Tourism International Representation Pre-approved expenses related to the various services will be invoiced on a monthly basis as follows: a. Advertising, if necessary, will be billed at net cost (no markup) to the CVB's advertising agency of record. b. Travel expenses such as air, auto rental, hotels and meals will be billed to the CVB at net cost. Air, train travel to be at lowest available coach fare. c. Out of pocket expenses such as storage, printing, courier expenses, parking, phone and fax will be billed monthly at cost. d. Service fee will be invoiced monthly to cover all employee time and other costs and all basic office operating expenses except as indicated above as out-of-pocket expenses. Additional expenditures must be authorized by the County by written Change Order to this Agreement executed by the parties. DescrlptiQrt Fees NQt=to�EXted 1 Flat Annual Fixed Price (paid monthly) $120,000 2 Reimbursable expenses—Office $0.00 included in the flat annual fixed price above 3 Reimbursable Expenses —Travel $18,000 4 Reimbursable Expenses— Registration $55,000 5 Reimbursable Expenses— Miscellaneous $4,500 6 Reimbursable Expenses— Contractor's Event $2,500 1. The Flat Annual Fixed Price for activities for the County shall be United States (U.S.) ten thousand dollars ($10,0000) per month, shall be billed monthly in advance by Contractor. 2. Administrative and office costs are included in the above mentioned the Flat Annual Fixed Price including: cost of communication, stationery, daily postage and printing for the sales office. The Flat Annual Fixed Price is agreed to at the exchange rate of€1 Euro = $1.12 U.S. Dollars. Should the exchange rate fluctuate more than 10%, the Flat Annual Fixed Price will , be renegotiated. 3. The cost of travel and entertainment will be billed at net cost, with no mark-up, separately to the Flat Annual Fixed Price in arrears, after approval by the CVB Executive Director or his designee at the then current exchange rate on the date of invoice. The travel and additional expenses invoice will be converted into U.S. dollars and paid in U.S. dollars. A per diem charge applies as follows: Germany: €24 per day of travel Page 12 of 13 Agreement#16.6611'International Tourism Representation' Contractor.DIAMONDS e.K (Germany,Switzerland,Austria,the Benelux region) August 22,2016 New Business 7-D(ii) 13 of 80 Netherlands: €46 per day of travel Belgium: €41 per day of travel Austria: €36 per day of travel. Switzerland: €62 per day of travel Luxemburg: €39 per day of travel France €58 per day of travel (Official German per diem rates for travel) Mileage will be reimbursed at a rate of U.S. $ 0.585 per mile. Sales agent functions as requested in writing by the County, will be in addition to the fees above and billed separately, upon agreement with the County. Co-op promotion costs will be invoiced independently of fees and other expenses and should not be incurred without the CVB Executive Director or his designee's prior written approval. 4. Miscellaneous expenses will be billed at net cost with no mark-up and covers all various mailings costs (e-newsletter and print), production of giveaways and promotional printing. 5. Contractor event expenses will cover participation at Contractor's own Dinner Events and expenses will be billed at net cost with no mark-up. Page 13 of 13 Agreement#166611'International Tourism Representation" Contractor:DIAMONDS e.K. (Germany,Switzerland,Austria,the Benelux rei CAO August 22,2016 New Business 7-D(ii) 14 of 80 AP' DIAMONDE BY NATAA MANia SALEsj MARKETING PROMOTION REPRESENTATION FOR LUXURY RETREATS WORLDWIDE SOLICITATION 1 6 - 66 1 1 INTERNATIONAL TOURISM MARKETING ( GERMANY) for AIA NAPLES MARCO ISLAND EVERGLADES FLORIDA'S PARADISE COAST Prepared by: \\LOkA,(Ci DiaMonde e.K. NataSa Mania Konigstr. 10b 70173 Stuttgart Germany www.diamondade Closing date: June 2, 2016 tpo Solicitation: 16-6611 International August 22, D ii New Business 7-D ii Di aMorvc�E Tourism Marketing (Germany) page 21®4f5 Table of Contents TAB 1 : Cover Letter 4 1 . Management Summary 4 2. Contact Details 4 TAB 2: Proposer's Solution to County's Requirements 6 1 . Sales & Marketing Approach 6 2. Detailed Scope of Service 7 a. Annual Marketing Plan 7 b. Public Relations 7 c. Social Media Marketing 8 d. Contact Details 9 e. Translation Services 9 f. Storage and Distribution of Promotion Materials 9 g. Reporting 9 h. Travel Trade Activities 10 i. Fees 13 3. Objectives & Outlook 13 a. Room Night Production 2009/10-2015/16 14 b. CVB exposure 15 c. Increase of visitor numbers and spending 15 d. Social media Outlook 15 4. Samples of Work 16 a. Fontainebleau Miami Beach 16 b. Naples, Marco Island & Everglades CVB 17 5. Sample of Innovative Approach 18 6. Back-up Systems 19 TAB 3: Proposer's Experience and Capacity 20 1 . General Overview 20 2. Staff & Qualifications 21 3. Organisational Chart 22 Solicitation: 16-6611 International August 22,zoos New Business 7-DA DIAMONOE Tourism Marketing (Germany) page 31cfr 4. Why DiaMonde? 22 5. Crisis Management 23 6. Score table 24 TAB 4: Proposer's Team Members Assigned to County's Scope of Work .. 26 2. Introduction Account Management Team 26 a. Natasa Manic, Owner & Strategic Director 26 b. Stefanie Paul, Account Director 27 c. Frauke Groth, Senior Project Manager 27 d. Anne-Kathrine Graf, Junior Sales & PR Manager 27 -e. Juliana Daniel, Inside Sales Manager 28 f. Martina Ulrich, Senior Manager, Sales & Storytelling 28 g. Yvonne Schirm, Senior PR Consultant 29 3. Score table 30 TAB 5: Cost of Services 31 1 . Definition of Fees 31 2. Score table 32 TAB 6: References 33 1 . Reference Forms 33 2. Industry References 33 TAB 7: Acceptance of Conditions 34 TAB 8: Required Form Submittals 35 Solicitation: 16-6611 International August 22,2016 New Business 7-DA oia MONDE Tourism Marketing (Germany) page 41otif35 TAB 1 : COVER LETTER 1 . Management Summary DiaMonde, established in 2002, is a full service representation, sales & marketing firm based in Stuttgart, Germany, Result-driven and professional, DiaMonde specializes in promoting destinations & resorts in the European feeder markets, offering comprehensive representation services within primary markets (DACH - Germany, Switzerland, Austria) and secondary markets (Benelux - Belgium, Netherlands, Luxembourg) with tailor-made sales & marketing solutions. Owner and Strategic Director Natasa Manic, brings a total of 20 years of experience in sales &marketing operations. Since 1995 her practice has encompassed work with and for US properties and destinations. DiaMonde has owned an excellent reputation within the travel industry, notably with decision makers for long-haul travel and therefore enjoys strong, established communication avenues with the trade. The firm has owned great respect by the German-speaking and Benelux travel trade and is considered as a very reliable partner for the liaison of sales & marketing programs. 2. Contact Details The authorized contact person concerning this proposal is: Natasa Manic Director DiaMonde e.K. Konigstr. 10b 70173 Stuttgart Germany Web: www.diamonde.de Email: natasa@diamonde.de Phone: +49 711 91257610 Fax: +49 711 91257611 Mobile: +49 173 9957046 DiaMonde welcomes the opportunity to re-bid for the representation of the Naples CVB for the FYs 2016-17 & 2017-18 and beyond and promises full dedication to servicing the account to further grow the awareness of the destination in our markets. 4111P Solicitation: 16-6611 International August 22,2016 New Business 7-D ii Tourism Marketing (Germany) page 510)45 DIAMONDE Prepared on May 30 , 2016 by 4- 't k Natasa Manic Owner DiaMonde e.K. ispo Solicitation: 16-6611 International New BBusust z2, ii usiness 7-DD ii DIAMONDS Tourism Marketing (Germany) page 61®tte TAB 2: PROPOSER' S SOLUTION TO COUNTY' S REQUIREMENTS 1 . Sales & Marketing Approach We see the principal target of tourism marketing representation in increasing brand awareness and subsequently visitation numbers from our designated markets. Within the last 9 years of representation, DiaMonde positioned the Naples, Marco Island & Everglades CVB in the travel trade, increased its exposure with the key mainstream & specialist tour operators as well as continuously trained and educated reservation, call center and travel agents on Collier County and its USPs. Through carefully selected marketing campaigns, workshops and educational events we have manifested a strong brand awareness and destination knowledge among the travel trade partners. While we plan on intensifying our achievements even further, DiaMonde will also map out new marketing opportunities to develop direct communication channels with the end consumer via social media activities and a stronger emphasis on media relations. Tailored marketing campaigns will allow us to measurably increase the brand awareness of the County among the B2C audience. We have identified three consumer target groups with potential for increasing the length of stay and incremental spending in the County and will focus our B2C efforts on vacation home rentals, golfers and the luxury traveler. The latter will be attracted by the over 90 golf courses but also through the County's wide offers of dining venues and cuisine. The new modern luxury traveler looks for and holds sustainability in the highest regard, this has been shown in various official researches and statistics. In promoting eco-tourism and the respective activities the region has on offer, the CVB will benefit from DiaMonde's knowledge in sustainable travel, since we have been also representing a sustainability-focused hotel group for the past 4 years. This will allow us to create synergies in reach of the target group. DiaMonde has always strongly concentrated on beach & water sports while promoting the CVB during the past 9 years. When liaising with the consumer directly, DiaMonde will continue to promote the CVB's beaches, particularly in combination with available nature and eco activities, in order to clearly differentiate the CVB from the competing beach destinations on Florida's Westcoast. tro Solicitation: 16-6611 International August 22,2016 New Business 7-DSii,i� DIAMONDSTourism Marketing (Germany) page 721:DfAA5 Fishing in the Germanic markets does not play a major role when deciding on long-haul travel destinations. Therefore, we will not pay particular attention to this target group. The same applies for sports events. We will service both segments reactively. Long-haul weddings represent less than 5% of the total German- speaking wedding market and these 5% are split among all worldwide long-haul destinations, such as South Africa, Indian Ocean, Asia, the Caribbean and the USA. Therefore, we do not see large potential in generating additional income via this segment, but will service it reactively. As directed by the CVB, currently, the MICE segment does not represent a primary focus. We will support this segment reactively upon request. 2. Detailed Scope of Service a. Annual Marketing Plan An Annual Marketing Plan will be presented to the Executive Director in June every year, accompanied by the budget for the FY. The marketing plan will incorporate objectives and strategies for the five target market segments (tour operators, travel agents, media, industry partners and consumers) for the designated markets, as well as a detailed outlook on all planned activities for these segments. The budget will incorporate activity expenses by category in local currency and USD with the expected date of occurrence and will be updated throughout the year with actual expenditures which will be reported to the Executive Director. b. Public Relations In this segment, we have identified two separate target groups: the traditional journalist and the blogger. The latter is becoming increasingly more important, as blogs enjoy viral distribution channels and show growing reader/followers statistics. DiaMonde will service both target groups individually as follows: Blogger community - proactive research of relevant blogs, evaluation of potential and active liaison with screened bloggers. Support with relevant information on County's offerings in order to generate complimentary exposure and in return offer assistance with arrangement of experiences for blogger's personal visits to Florida. Traditional journalists - responding to the increasing lack of time in this target group, DiaMonde will provide journalists with tailored stories, written either by qualified journalists or our own DiaMonde Storyteller. Solicitation: 16-6611 International August 22, ii New Business 7-DD ii DIAMONDS Tourism Marketing (Germany) page 820)45 Journalists can obtain easy access to these stories, which will allow us to secure exposures by providing the type of assistance journalists really require in today's environment. As directed by the CVB PR department and where content is relevant for the designated markets, we will write and distribute German press releases to a database of 2,000 media contacts (at least quarterly), as well as manage all outcome of each distribution. DiaMonde will secure individual press visits as outlined under TAB 2/h.iii.. We will also attend available USA/Florida specific PR functions during trade shows and also dedicated USA/Florida PR and blogger events (organized via Visit USA and/or Visit Florida), including the completion of follow up. An overview of secured print and/or online publications and the applicable media value will be submitted in the monthly reporting. c. Social Media Marketing DiaMonde established the German-speaking Facebook page in 2011 and since then had grown the fan base to 7,467 followers (status as of May 24th, 2016). We will further increase the number of followers implementing a selection of Facebook advertising campaigns (direct or via tour operators with social media affinity) which have proven excellent success in the past, in order to reach our goal of 10,000 fans within the next 12 months. Generating interaction among the fans is of highest priority, therefore we will manage content proactively to encourage ongoing posts and shares. The Naples, Marco Island & Everglades CVB was the first Florida region to have its dedicated German-speaking Facebook fan page. This has since been copied by other CVBs, however we still hold the strongest number of followers. DiaMonde markets its own Facebook page only to the B2B segment and currently counts approx. 500 followers. Naples, Marco Island & Everglades CVB content is regularly posted/shared on this site, which includes insider information, travel tips, news updates and further more. Dedicated to the CVB, we have just launched a closed user group on Facebook, targeting the travel agency community for educational and networking purposes. Our goal is to generate an interactive platform for travel agents to exchange knowledge, recommendations and other travel relevant information among themselves. We estimate that approx. 250 agents will join this group within the next 12 months. Again, we are pioneering in this field on behalf of CVB. We will promote this group via all e-communication and during personal interactions with the trade. A/► Solicitation: 16-6611 International August 22, D ii New Business 7- Sii� DIAMONOE Tourism Marketing (Germany) page 920tf35 After detailed evaluation of our current Facebook user demographics, we have identified Instagram and Pinterest as two additional channels which will allow us to open communication channels with new, younger user groups. Please refer to Objectives & Outlook (TAB 2/3,d.) for additional details on our future social media strategy. d. Contact Details DiaMonde will provide a dedicated telephone line for all Naples, Marco Island, Everglades CVB inquiries (+49 711 91257612), as well as a dedicated e-mail address (naples@diamonde.de - already in use). e. Translation Services DiaMonde will assist with general translation services as required. For translation of larger projects (i.e. brochures or websites), we will provide correction of official translation documents as directed by the CVB. f. Storage and Distribution of Promotion Materials DiaMonde will coordinate and monitor the stock of German promotion materials and will appoint a printing company based in Germany for printing and storage purposes. DiaMonde will handle all B2B and B2C fulfillments, also resulting from website inquiries, from our office in Stuttgart at no additional cost. g. Reporting Reporting includes monthly summaries of achievements and activities as well as detailed post-tradeshow meeting notes, Monthly reports consist of summaries of all achievements and activities by segment: • Tour operator and travel agent activities • PR and media interaction • In-depth information on all event activities • Details on sales & marketing activities • Social media activities The report also outlines the key activities for the next 30 days. Market intelligence with up to date information about the economic situation as well as booking behaviors and trends is also included monthly. Detailed post-tradeshow meeting notes consist of summaries of all conducted meetings and outline next actions with respective trade or media partners. Solicitation: 16-6611 International August 22,2016 New Business 7-D 00 DIAMONDE Tourism Marketing (Germany) page 10zotf35 The report is sent to the Executive Director via e-mail in word format, along with addendums as listed by latest the 10th of the following month. h. Travel Trade Activities DiaMonde will plan, negotiate, secure and execute various activities to reach out to the travel trade community not only in the German- speaking markets but upon request and without any additional fee also to cover the Benelux (Belgium, Netherlands and Luxemboura). The goal of all activities is to educate the agents on the CVB offerings, its USPs, open distribution channels and promote and market the County while always maintaining a very conservative approach to expenditures. DiaMonde will at all times try to secure paid activities at negotiated reduced costs or with additional exposure value. In detail, the activities will include: i. Trade & Consumer Shows and Events DiaMonde will personally attend the following shows on behalf of the CVB (in order of date by calendar year): 1 . Vakantiebeurs, Netherlands (full five-day attendance at Visit Florida stand - B2C only.) 2. CMT Stuttgart, Germany (full nine-day attendance at Visit USA stand - B2C only). 3. F.re,e Munich, Germany (full five-day attendance at Visit USA stand - B2C only). 4. Reisen Hamburg, Germany (full five-day attendance at Visit USA stand - B2C only). 5. ITB Berlin, Germany (full five-day attendance at Visit Florida stand, B2B for three days and B2C for two days, includes full coordination of appointments). 6. IPW, alternating cities, USA (full five-day attendance at own CVB stand, B2B only, includes full coordination of appointments for designated markets). DiaMonde will arrange for brochure distribution at the following B2C shows (in order of date by calendar year): 1 . Vakanz, Luxembourg 2. Ferienmesse Vienna, Austria 3. TC International Leipzig, Germany Solicitation: 16-6611 International August 22,lois New Business 7-D fo DIAMONOE Tourism Marketing (Germany) page 1124)&35 We will also secure attendance at dedicated USA workshops and educational seminars organized by tour operators, the Visit USA committees and/or Visit Florida. ii. Communication DiaMonde will be communicating product news, updates, travel tips and stories through regular bi-monthly e-newsletter distribution to the exclusive and dedicated database of 1,800 trade contacts, 460 media contacts and approx. 600 consumers. This e-newsletter "Insider News from the Paradise Coast" is designed and branded in the CVB corporate identity and distributed via Mailchimp. The CVB will receive additional complimentary features in the DiaMonde own newsletters, sent monthly to a database of nearly 10,000 travel industry contacts. These newsletters enjoy an above-industry-average opening rate of 25,3% and are effectively received by 99,4% (showing correctness of our database) with an average of 30 opt-outs per sending. iii. Familiarization Trips During any FY, DiaMonde will secure at least one dedicated travel trade group overnight familiarization trip to Collier County. Included in this project is the negotiation of complimentary airlines seats and coordination of an itinerary including complimentary overnights and activities - with support and as directed by the CVB. We strongly focus on the selection process of the attendees, to only invite those trade members with the greatest potential for qualified business to Florida, allowing priority on those who can generate business from the newly defined target groups golf and luxury. DiaMonde will secure at least one additional group travel trade familiarization trip to the CVB in cooperation with another non- competing South Florida CVB (i.e. Florida Keys or Fort Lauderdale) - in order to promote the South of Florida as a stand-alone itinerary and directing attention away from theme parks. For the PR segment, we will negotiate at least three individual media familiarization visits to the CVB (tailored for journalists and/or bloggers with own flight arrangements), securing appropriate and measurable media exposure. Where possible and suitable, a member of the account management team will accompany all group fam trips to the CVB to strengthen the liaison with the attendees and act as a (German-speaking) guide for the area. Solicitation: 16-6611 International August 22, D ii New Business 7- Sii� D AMoNOE Tourism Marketing (Germany) page 1220ff35 iv. Travel Industry Trainings Travel Industry trainings will be secured and held annually at all mainstream and specialist tour operators for their call center agents as well as regional sales offices. During regular sales visits and dinner events to/for high-potential long haul travel agencies, the CVB will be presented along with other partners in the DiaMonde portfolio, allowing for extensive exposure at reduced as shared costs. v. Promotions DiaMonde will negotiate and secure dedicated promotions for the CVB through either tour operators (B2B), lifestyle partners or specialized marketing companies (B2C). These promotions will cover all channels of communication - via e-distribution, print distribution, presentations, online academies, social media campaigns and others. A detailed plan of all promotional activities for the next FY will be presented in the annual budget plan. vi. Advertising DiaMonde will negotiate and secure dedicated advertising opportunities through tour operators (620) or via Brand USA in travel or lifestyle magazines and supervise the ad layout, content and print documentation in close cooperation with the CVB media department. vii. Fulfillment DiaMonde will handle all B2B and B2C fulfillment, also resulting from website inquiries, from our office in Stuttgart at no additional cost. viii. Lead Management DiaMonde will source business leads for the CVB on a proactive basis and - after intensive screening and ROI evaluation - present opportunities with strong potential to the Executive Director for further assessment and approval. ix. Public Relations DiaMonde will proactively communicate with and distribute destination news and information to the Germanic media and blogger community. All accessible clippings will be sent to the CVB PR department for their files. DiaMonde will also act as a liaison between the Germanic media and the CVB PR department for any queries, personal visits and familiarization trips. x. Liaison with Industry Partners DiaMonde will maintain strong relationships with all relevant industry partners, to include (but not solely) Visit USA committees, Brand USA Solicitation: 16-6611 International August 22,2016 New Business 7-DM DiAMONO£ Tourism Marketing (Germany) page 132®&f offices, Visit Florida offices, airlines, press offices and other non- competing Florida CVB representations. xi. Database DiaMonde has a central CRM ("Cobra") with more than 18,000 travel trade and media contacts in Central Europe. This comprehensive database includes information on the type of contact, grade of importance, full contact details as well as a detailed contact history listing personal visits, trainings and all other communication. Exclusive to the CVB, DiaMonde established and maintains a dedicated database (approx. 2,860 entries), including further travel trade, media and consumer contacts resulting from newsletter sign ups, brochure fulfillments as well as CVB dedicated trade and media events. i. Fees Please refer to TAB 5/1 : Definition of Fees. 3. Objectives & Outlook During the preceding years of representation, we have been focusing on the promotion of South Florida as a stand-alone destination (in cooperation with Miami, Fort Lauderdale and the Florida Keys) in order to differentiate the "nature" approach from the very different, theme- park orientated experience in Northern Florida. This tactic has received many accolades and also subsequently grew the CVB's brand awareness - which is measurably reflected in visitation statistics: every 3rd visitor to Florida also visits the Naples, Marco Island & Everglades CVB region (see TAB 2/4.b.). We want to expand on this achievement and focus our communicative and educative efforts on more intensively promoting the large variety of unique activities the region has on offer, calling it a "Florida's-Westcoast- in-one-County" adventure. This approach is aimed at generating longer stays in the County as opposed to multiple stops along Florida's Westcoast, This does not only enable customers to experience a broad variety of activities specific to South-West Florida, but furthermore allowing them enough time to indulge in the overall Florida offerings, i.e. watersports, beaches, nature, shopping, golf and cuisine. Repeating visitation will be increased via an even stronger entry into the vacation home rental market segment, which we have identified as one of the three priority target segments for the next 12-24 months. This travel form is in vogue worldwide and with the vast offer of this 2016 Solicitation: 16-6611 International Busineusue 22,ss 7- New BD D ii DIAMONDS Tourism Marketing (Germany) page 1420tf accommodation type, the CVB is predestined to generate new and repeat visitation. a. Room Night Production 2009/10-2015/16 Development of room night production generated via primary tour operators from the Germanic markets grew by 42%over the past 6 years - as a result of our strong emphasis to expand the cooperation with the traditional tour operator market segment: Tour Operator 2009/2010 2015/2016 Canusa 97 7,224 +7,347.42 % Dertour 8,670 8,445 -2.6 % FTI 2,837 3,020 +6.45 % _ Meier's Weltreisen 5,400 3,350 -37.96 % Neckermann 1,090 971 -10.92 % Thomas Cook 680 1,082 +59.12 % TUI 4,600 8,736 +89.91 % TUI Switzerland 435 460 +5.75 % Hotelplan/Skytours 517 650 +25.73 % Kuoni Switzerland 225 850 +277.78 % Knecht Reisen CH 251 479 +90.84 % Total 24,802 35,267 +42.19% Over the course of the past 6 years, DiaMonde also expanded cooperation with USA specialist operators. These activities resulted in a showcase of growth of over 460% in this newly defined tour operating segment: Tour Operator 2009/2010 2015/2016 America Unlimited 345 690 +100 % CRD 0 519 Explorer Fernreisen 80 151 +88.75 % Fairflight 0 560 Faszination 0 65 Tourconsult 0 400 Total 425 2,385 +461.18 % DiaMonde will further increase the room night production numbers with the traditional and specialist tour operators through focusing on relationship farming, while designing joint promotions and marketing campaigns in line with the above mentioned objectives. In addition, DiaMonde will seek relationships with new tour operators with an emphasis on golf, luxury travel and vacation homes rentals, also to address identified consumer segments via new channels. August 22,2016 New Business 7-D(ii) 14 of 80 glP RAP DIAMONDE BY NATASA MANIC SALES i MARKETING i PROMOTION i REPRESENTATION FOR LUXURY RETREATS WORLDWIDE SOLICITATION - 66 INTERNATIONAL TOURISM MARKETING ( GERMANY) for AtA NAPLES MARCO ISLAND EVERGLADES FLORIDA'S PARADISE COAST Prepared by: CbakA cbot DiaMonde e.K. Natasa Mania Konigstr. 10b 70173 Stuttgart Germany www.diamonde.de Closing date: June 2, 2016 August 22, D ii Air Solicitation: 16-6611 International New Business 7-D1i�i DIAMONDE Tourism Marketing (Germany) page 216tf35 Table of Contents TAB 1 : Cover Letter 4 1 . Management Summary 4 2. Contact Details 4 TAB 2: Proposer's Solution to County's Requirements 6 1 . Sales & Marketing Approach 6 2. Detailed Scope of Service 7 a. Annual Marketing Plan 7 b. Public Relations 7 c. Social Media Marketing 8 d. Contact Details 9 e. Translation Services 9 f. Storage and Distribution of Promotion Materials 9 g. Reporting 9 h. Travel Trade Activities 10 i. Fees 13 3. Objectives & Outlook 13 a. Room Night Production 2009/10-2015/16 14 b. CVB exposure 15 c. Increase of visitor numbers and spending 15 d. Social media Outlook 15 4. Samples of Work 16 a. Fontainebleau Miami Beach 16 b. Naples, Marco Island & Everglades CVB 17 5. Sample of Innovative Approach 18 6. Back-up Systems 19 TAB 3: Proposer's Experience and Capacity 20 1 . General Overview 20 2. Staff & Qualifications 21 3. Organisational Chart 22 Solicitation: 16-6611 International August 22,2016 DIAMONDS Tourism Marketing (Germany) New age 3164 �� 4. Why DiaMonde? 22 5. Crisis Management 23 6. Score table 24 TAB 4: Proposer's Team Members Assigned to County's Scope of Work 26 2. Introduction Account Management Team 26 a. Natasa Manic, Owner & Strategic Director 26 b. Stefanie Paul, Account Director 27 c. Frauke Groth, Senior Project Manager 27 d. Anne-Kathrine Graf, Junior Sales & PR Manager 27 e. Juliana Daniel, Inside Sales Manager 28 f. Martina Ulrich, Senior Manager, Sales & Storytelling 28 g. Yvonne Schirm, Senior PR Consultant 29 3. Score table 30 TAB 5: Cost of Services 31 1 . Definition of Fees 31 2. Score table 32 TAB 6: References 33 1 . Reference Forms 33 2. Industry References 33 TAB 7: Acceptance of Conditions 34 TAB 8: Required Form Submittals 35 Solicitation: 16-6611 International August 22,2016 New Business 7-D DIAMONDE Tourism Marketing (Germany) page 4iotf35 TAB 1 : COVER LETTER 1 . Management Summary DiaMonde, established in 2002, is a full service representation, sales & marketing firm based in Stuttgart, Germany. Result-driven and professional, DiaMonde specializes in promoting destinations & resorts in the European feeder markets, offering comprehensive representation services within primary markets (DACH - Germany, Switzerland, Austria) and secondary markets (Benelux - Belgium, Netherlands, Luxembourg) with tailor-made sales & marketing solutions. Owner and Strategic Director Natasa Manic, brings a total of 20 years of experience in sales &marketing operations. Since 1995 her practice has encompassed work with and for US properties and destinations. DiaMonde has owned an excellent reputation within the travel industry, notably with decision makers for long-haul travel and therefore enjoys strong, established communication avenues with the trade. The firm has owned great respect by the German-speaking and Benelux travel trade and is considered as a very reliable partner for the liaison of sales & marketing programs. 2. Contact Details The authorized contact person concerning this proposal is: Natasa Manic Director DiaMonde e.K. Konigstr. 10b 70173 Stuttgart Germany Web: www.diamonde.de Email: natasa@diamonde.de Phone: +49 711 91257610 Fax: +49 711 91257611 Mobile: +49 173 9957046 DiaMonde welcomes the opportunity to re-bid for the representation of the Naples CVB for the FYs 2016-17 & 2017-18 and beyond and promises full dedication to servicing the account to further grow the awareness of the destination in our markets. Solicitation: 16-6611 International August 22,2016 New Business 7-DSii DIAMONDE Tourism Marketing (Germany) page 51E445 Prepared on May 30th, 2016 by cbi Natasa Manic Owner DiaMonde e.K. glow Solicitation: 16-6611 International August 22,2016 STI New Business 7-DSii11 DIAMONDE Tourism Marketing (Germany) page 6-icotf35 TAB 2: PROPOSER'S SOLUTION TO COUNTY'S REQUIREMENT" 1 . Sales & Marketing Approach We see the principal target of tourism marketing representation in increasing brand awareness and subsequently visitation numbers from our designated markets. Within the last 9 years of representation, DiaMonde positioned the Naples, Marco Island & Everglades CVB in the travel trade, increased its exposure with the key mainstream & specialist tour operators as well as continuously trained and educated reservation, call center and travel agents on Collier County and its USPs. Through carefully selected marketing campaigns, workshops and educational events we have manifested a strong brand awareness and destination knowledge among the travel trade partners. While we plan on intensifying our achievements even further, DiaMonde will also map out new marketing opportunities to develop direct communication channels with the end consumer via social media activities and a stronger emphasis on media relations. Tailored marketing campaigns will allow us to measurably increase the brand awareness of the County among the B2C audience. We have identified three consumer target groups with potential for increasing the length of stay and incremental spending in the County and will focus our B2C efforts on vacation home rentals, golfers and the luxury traveler. The latter will be attracted by the over 90 golf courses but also through the County's wide offers of dining venues and cuisine. The new modern luxury traveler looks for and holds sustainability in the highest regard, this has been shown in various official researches and statistics. In promoting eco-tourism and the respective activities the region has on offer, the CVB will benefit from DiaMonde's knowledge in sustainable travel, since we have been also representing a sustainability-focused hotel group for the past 4 years. This will allow us to create synergies in reach of the target group. DiaMonde has always strongly concentrated on beach & water sports while promoting the CVB during the past 9 years. When liaising with the consumer directly, DiaMonde will continue to promote the CVB's beaches, particularly in combination with available nature and eco activities, in order to clearly differentiate the CVB from the competing beach destinations on Florida's Westcoast. al► August 22,2016 4' Solicitation: 16-6611 International New Business 7-D ii DIAMONDE Tourism Marketing (Germany) page 720&35 Fishing in the Germanic markets does not play a major role when deciding on long-haul travel destinations. Therefore, we will not pay particular attention to this target group. The same applies for sports events. We will service both segments reactively. Long-haul weddings represent less than 5% of the total German- speaking wedding market and these 5% are split among all worldwide long-haul destinations, such as South Africa, Indian Ocean, Asia, the Caribbean and the USA. Therefore, we do not see large potential in generating additional income via this segment, but will service it reactively. As directed by the CVB, currently, the MICE segment does not represent a primary focus, We will support this segment reactively upon request. 2. Detailed Scope of Service a. Annual Marketing Plan An Annual Marketing Plan will be presented to the Executive Director in June every year, accompanied by the budget for the FY. The marketing plan will incorporate objectives and strategies for the five target market segments (tour operators, travel agents, media, industry partners and consumers) for the designated markets, as well as a detailed outlook on all planned activities for these segments. The budget will incorporate activity expenses by category in local currency and USD with the expected date of occurrence and will be updated throughout the year with actual expenditures which will be reported to the Executive Director. b. Public Relations In this segment, we have identified two separate target groups: the traditional journalist and the blogger. The latter is becoming increasingly more important, as blogs enjoy viral distribution channels and show growing reader/followers statistics. DiaMonde will service both target groups individually as follows: Blogger community - proactive research of relevant blogs, evaluation of potential and active liaison with screened bloggers. Support with relevant information on County's offerings in order to generate complimentary exposure and in return offer assistance with arrangement of experiences for blogger's personal visits to Florida. Traditional journalists - responding to the increasing lack of time in this target group, DiaMonde will provide journalists with tailored stories, written either by qualified journalists or our own DiaMonde Storyteller. 4 Solicitation: 16-6611 International Busust 22,2016 New Business 7-D ii DIAMONDS Tourism Marketing (Germany) page 824)&f35 Journalists can obtain easy access to these stories, which will allow us to secure exposures by providing the type of assistance journalists really require in today's environment. As directed by the CVB PR department and where content is relevant for the designated markets, we will write and distribute German press releases to a database of 2,000 media contacts (at least quarterly), as well as manage all outcome of each distribution. DiaMonde will secure individual press visits as outlined under TAB 2/h.iii.. We will also attend available USA/Florida specific PR functions during trade shows and also dedicated USA/Florida PR and blogger events (organized via Visit USA and/or Visit Florida), including the completion of follow up. An overview of secured print and/or online publications and the applicable media value will be submitted in the monthly reporting. c. Social Media Marketing DiaMonde established the German-speaking Facebook page in 2011 and since then had grown the fan base to 7,467 followers (status as of May 24th, 2016). We will further increase the number of followers implementing a selection of Facebook advertising campaigns (direct or via tour operators with social media affinity) which have proven excellent success in the past, in order to reach our goal of 10,000 fans within the next 12 months. Generating interaction among the fans is of highest priority, therefore we will manage content proactively to encourage ongoing posts and shares. The Naples, Marco Island & Everglades CVB was the first Florida region to have its dedicated German-speaking Facebook fan page. This has since been copied by other CVBs, however we still hold the strongest number of followers. DiaMonde markets its own Facebook page only to the B2B segment and currently counts approx. 500 followers. Naples, Marco Island & Everglades CVB content is regularly posted/shared on this site, which includes insider information, travel tips, news updates and further more. Dedicated to the CVB, we have just launched a closed user group on Facebook, targeting the travel agency community for educational and networking purposes. Our goal is to generate an interactive platform for travel agents to exchange knowledge, recommendations and other travel relevant information among themselves. We estimate that approx. 250 agents will join this group within the next 12 months. Again, we are pioneering in this field on behalf of CVB. We will promote this group via all e-communication and during personal interactions with the trade. Solicitation: 16-6611 International August 22,2016 New Business 7-D ii DIAMONDE Tourism Marketing (Germany) page 92,2)&35 After detailed evaluation of our current Facebook user demographics, we have identified Instagram and Pinterest as two additional channels which will allow us to open communication channels with new, younger user groups. Please refer to Objectives & Outlook (TAB 2/3.d.) for additional details on our future social media strategy. d. Contact Details DiaMonde will provide a dedicated telephone line for all Naples, Marco Island, Everglades CVB inquiries (+49 711 91257612), as well as a dedicated e-mail address (naples@diamonde.de - already in use). e. Translation Services DiaMonde will assist with general translation services as required. For translation of larger projects (i.e. brochures or websites), we will provide correction of official translation documents as directed by the CVB. f. Storage and Distribution of Promotion Materials DiaMonde will coordinate and monitor the stock of German promotion materials and will appoint a printing company based in Germany for printing and storage purposes. DiaMonde will handle all B2B and B2C fulfillments, also resulting from website inquiries, from our office in Stuttgart at no additional cost. g. Reporting Reporting includes monthly summaries of achievements and activities as well as detailed post-tradeshow meeting notes. Monthly reports consist of summaries of all achievements and activities by segment: • Tour operator and travel agent activities • PR and media interaction • In-depth information on all event activities • Details on sales & marketing activities • Social media activities The report also outlines the key activities for the next 30 days. Market intelligence with up to date information about the economic situation as well as booking behaviors and trends is also included monthly. Detailed post-tradeshow meeting notes consist of summaries of all conducted meetings and outline next actions with respective trade or media partners. Solicitation: 16-6611 International Busust 22, ii New Business 7-D DtAMONDE Tourism Marketing (Germany) page 1021:0ff35 • The report is sent to the Executive Director via e-mail in word format, along with addendums as listed by latest the 10th of the following month. h. Travel Trade Activities DiaMonde will plan, negotiate, secure and execute various activities to reach out to the travel trade community not only in the German- speaking markets but upon request and without any additional fee also to cover the Benelux (Belgium, Netherlands and Luxembourg). The goal of all activities is to educate the agents on the CVB offerings, its USPs, open distribution channels and promote and market the County while always maintaining a very conservative approach to expenditures. DiaMonde will at all times try to secure paid activities at negotiated reduced costs or with additional exposure value. In detail, the activities will include: i. Trade & Consumer Shows and Events DiaMonde will personally attend the following shows on behalf of the CVB (in order of date by calendar year): 1 . Vakantiebeurs, Netherlands (full five-day attendance at Visit Florida stand - B2C only.) 2. CMT Stuttgart, Germany (full nine-day attendance at Visit USA stand - B2C only). 3. F.re.e Munich, Germany (full five-day attendance at Visit USA stand - B2C only). 4. Reisen Hamburg, Germany (full five-day attendance at Visit USA stand - B2C only). 5. ITB Berlin, Germany (full five-day attendance at Visit Florida stand, B2B for three days and B2C for two days, includes full coordination of appointments). 6. IPW, alternating cities, USA (full five-day attendance at own CVB stand, B2B only, includes full coordination of appointments for designated markets). DiaMonde will arrange for brochure distribution at the following B2C shows (in order of date by calendar year): 1 . Vakanz, Luxembourg 2. Ferienmesse Vienna, Austria 3. TC International Leipzig, Germany -...111111.11111.06 Solicitation: 16-6611 International August 22,2016 44. New Business 7-DA DIAMONDE Tourism Marketing (Germany) page 1124445 We will also secure attendance at dedicated USA workshops and educational seminars organized by tour operators, the Visit USA committees and/or Visit Florida. ii. Communication DiaMonde will be communicating product news, updates, travel tips and stories through regular bi-monthly e-newsletter distribution to the exclusive and dedicated database of 1,800 trade contacts, 460 media contacts and approx. 600 consumers. This e-newsletter "Insider News from the Paradise Coast" is designed and branded in the CVB corporate identity and distributed via Mailchimp. The CVB will receive additional complimentary features in the DiaMonde own newsletters, sent monthly to a database of nearly 10,000 travel industry contacts. These newsletters enjoy an above-industry-average opening rate of 25,3% and are effectively received by 99,4% (showing correctness of our database) with an average of 30 opt-outs per sending. iii. Familiarization Trips During any FY, DiaMonde will secure at least one dedicated travel trade group overnight familiarization trip to Collier County. Included in this project is the negotiation of complimentary airlines seats and coordination of an itinerary including complimentary overnights and activities - with support and as directed by the CVB. We strongly focus on the selection process of the attendees, to only invite those trade members with the greatest potential for qualified business to Florida, allowing priority on those who can generate business from the newly defined target groups golf and luxury. DiaMonde will secure at least one additional group travel trade familiarization trip to the CVB in cooperation with another non- competing South Florida CVB (i.e. Florida Keys or Fort Lauderdale) - in order to promote the South of Florida as a stand-alone itinerary and directing attention away from theme parks. For the PR segment, we will negotiate at least three individual media familiarization visits to the CVB (tailored for journalists and/or bloggers with own flight arrangements), securing appropriate and measurable media exposure. Where possible and suitable, a member of the account management team will accompany all group fam trips to the CVB to strengthen the liaison with the attendees and act as a (German-speaking) guide for the area. Solicitation: 16-6611 International August 22,2016 New Business 7-DA DIAMONDE Tourism Marketing (Germany) page 122045 iv. Travel Industry Trainings Travel Industry trainings will be secured and held annually at all mainstream and specialist tour operators for their call center agents as well as regional sales offices. During regular sales visits and dinner events to/for high-potential long haul travel agencies, the CVB will be presented along with other partners in the DiaMonde portfolio, allowing for extensive exposure at reduced as shared costs. v. Promotions DiaMonde will negotiate and secure dedicated promotions for the CVB through either tour operators (B2B), lifestyle partners or specialized marketing companies (B2C). These promotions will cover all channels of communication - via e-distribution, print distribution, presentations, online academies, social media campaigns and others. A detailed plan of all promotional activities for the next FY will be presented in the annual budget plan. vi. Advertising DiaMonde will negotiate and secure dedicated advertising opportunities through tour operators (B2C) or via Brand USA in travel or lifestyle magazines and supervise the ad layout, content and print documentation in close cooperation with the CVB media department. vii. Fulfillment DiaMonde will handle all B2B and B2C fulfillment, also resulting from website inquiries, from our office in Stuttgart at no additional cost. viii. Lead Management DiaMonde will source business leads for the CVB on a proactive basis and - after intensive screening and ROI evaluation - present opportunities with strong potential to the Executive Director for further assessment and approval. ix. Public Relations DiaMonde will proactively communicate with and distribute destination news and information to the Germanic media and blogger community. All accessible clippings will be sent to the CVB PR department for their files. DiaMonde will also act as a liaison between the Germanic media and the CVB PR department for any queries, personal visits and familiarization trips. x. Liaison with Industry Partners DiaMonde will maintain strong relationships with all relevant industry partners, to include (but not solely) Visit USA committees, Brand USA Solicitation: 16-6611 International August 22,2016 �I New Business 7-D ii DIAMONDE Tourism Marketing (Germany) page 132a35 offices, Visit Florida offices, airlines, press offices and other non- competing Florida CVB representations. xi. Database DiaMonde has a central CRM ("Cobra") with more than 18,000 travel trade and media contacts in Central Europe. This comprehensive database includes information on the type of contact, grade of importance, full contact details as well as a detailed contact history listing personal visits, trainings and all other communication. Exclusive to the CVB, DiaMonde established and maintains a dedicated database (approx. 2,860 entries), including further travel trade, media and consumer contacts resulting from newsletter sign ups, brochure fulfillments as well as CVB dedicated trade and media events. i. Fees Please refer to TAB 5/1 : Definition of Fees. 3. Objectives & Outlook During the preceding years of representation, we have been focusing on the promotion of South Florida as a stand-alone destination (in cooperation with Miami, Fort Lauderdale and the Florida Keys) in order to differentiate the "nature" approach from the very different, theme- park orientated experience in Northern Florida. This tactic has received many accolades and also subsequently grew the CVB's brand awareness - which is measurably reflected in visitation statistics: every 3rd visitor to Florida also visits the Naples, Marco Island & Everglades CVB region (see TAB 2/4.b.). We want to expand on this achievement and focus our communicative and educative efforts on more intensively promoting the large variety of unique activities the region has on offer, calling it a "Florida's-Westcoast- in-one-County" adventure. This approach is aimed at generating longer stays in the County as opposed to multiple stops along Florida's Westcoast. This does not only enable customers to experience a broad variety of activities specific to South-West Florida, but furthermore allowing them enough time to indulge in the overall Florida offerings, i.e. watersports, beaches, nature, shopping, golf and cuisine. Repeating visitation will be increased via an even stronger entry into the vacation home rental market segment, which we have identified as one of the three priority target segments for the next 12-24 months. This travel form is in vogue worldwide and with the vast offer of this Solicitation: 16-6611 International August 22, 2016 �� ii New Business 7-DS l.i� DIAMONDE Tourism Marketing (Germany) page 142øff5 accommodation type, the CVB is predestined to generate new and repeat visitation. a. Room Night Production 2009/10-2015/16 Development of room night production generated via primary tour operators from the Germanic markets grew by 42%over the past 6 years - as a result of our strong emphasis to expand the cooperation with the traditional tour operator market segment: Tour Operator 2009/2010 2015/2016 Canusa 97 7,224 +7,347.42 % Der-tour 8,670 8,445 -2.6 % FTI 2,837 3,020 +6.45 % Meier's Weltreisen 5,400 3,350 -37.96 % Neckermann 1,090 971 -10.92 % Thomas Cook 680 1,082 +59.12 % TUI 4,600 8,736 +89.91 % TUI Switzerland 435 460 +5.75 % Hotelplan/Skytours 517 650 +25.73 % Kuoni Switzerland 225 850 +277.78 % Knecht Reisen CH 251 479 +90.84 % Total 24,802 35,267 +42.19% Over the course of the past 6 years, DiaMonde also expanded cooperation with USA specialist operators. These activities resulted in a showcase of growth of over 460% in this newly defined tour operating segment: Tour Operator 2009/2010 2015/2016 America Unlimited 345 690 +100 % CRD 0 519 Explorer Fernreisen 80 151 +88.75 % Fairflight 0 560 Faszination 0 65 Tourconsult 0 400 Total 425 2,385 +461.18 % DiaMonde will further increase the room night production numbers with the traditional and specialist tour operators through focusing on relationship farming, while designing joint promotions and marketing campaigns in line with the above mentioned objectives. In addition, DiaMonde will seek relationships with new tour operators with an emphasis on golf, luxury travel and vacation homes rentals, also to address identified consumer segments via new channels. A'r Solicitation: 16-6611 International August STI New Business 7-DDli ii DIAMONDE Tourism Marketing (Germany) page 1520tf b, CVB exposure Print exposure in tour operator brochures has expanded over the course of the past 9 years visibly by over 142% as shown below (number of full page exposure of the CVB and its hotels/attractions): Tour Operator 2007 2016 airtours 0 7 America Unlimited 0 4 Canusa 4 4 CRD 0 1 Dertour 11 15 Dertour deluxe 0 1 Explorer Fernreisen 0 6 FTI 6 12 Meier's Weltreisen 11 13 Neckermann Reisen 2 8 Schauinsland 0 5 Thomas Cook 5 6 Thomas Cook Selection 0 1 TUI 4 9 TUI Switzerland 2 4 Hotelplan Switzerland 0 5 Knecht Reisen CH 0 8 Total 45 109 While maintaining the existing relationships with above mentioned tour operators, DiaMonde will research alternative online distribution channels and secure new online exposures in a diversified travel environment. Additional print exposure will be generated via the new, identified tour operator segments golf, luxury and vacation home rentals. c. Increase of visitor numbers and spending All of the above mentioned objectives have been clearly defined with the main goal to further increase visitation numbers. The focus on new, affluent target groups (golf, luxury, vacation rentals) will increase incremental spending on the CVB's attractions and outlets. d. Social media Outlook Facebook We have actively pursued Facebook as our main social media channel since 2011 . Achievements and future goals are outlined under TAB 2/ 2.c.. August 22,2016 Solicitation: 16-6611 International s 411 New Business 7-D ii DIAMONDE Tourism Marketing (Germany) page 162(445 Pinterest Pinterest has been identified as the main social media channels to be used by Millennials (18-34 years). In cooperation with the CVB social media department, DiaMonde will create a German-related Pinterest pin wall (as a "subwall" of the existing US Pinterest wall) for which we will generate and manage the content. We will incorporate information on this Pinterest wall in all our e-communications. Instagram Research shows the following age groups in Germanic Instagram usage: 35%: 19 years or younger 25%: 20-25 years 15%: 26-29 years 25%: 30-65 years In order to reach out to the younger generation and future potential travelers, DiaMonde will collect and report relevant German hashtags to the CVB social media department for incorporation on the CVB's already existing US Instagram site. We will promote this Instagram site in all our e-communications. Rating-Portals As the importance of online rating-portals has been increasing, DiaMonde will also continuously monitor the portals of highest relevance for the German-speaking markets (i.e. Holidaycheck) and take action when necessary and appropriate. Twitter Twitter is a neglectable social media in the German-speaking countries. We are confident that these social media outlined measures will further expand the brand awareness among new, identified as relevant target groups - resulting in even stronger visitation numbers from a diversified visitor group. 4. Samples of Work a. Fontainebleau Miami Beach Re-positioning after renovation • The Fontainebleau Miami Beach underwent a 1 billion US$ renovation in 2008 and was in need of repositioning on all worldwide markets, having deflagged from the Hilton brand just before renovation work began. Solicitation: 16-6611 International New BBusust 22, D ii usiness 7-DSA DIAMONDE Tourism Marketing (Germany) page 1730)&35 DiaMonde was appointed in November 2007 to spearhead the re- positioning of the new Fontainebleau in all European markets, to include raising the awareness of this property as its own brand, uplifting the rating from a mediocre 4 star to a highlighted 5 star, identifying new target groups and opening up the respective sales channels in all relevant European feeder markets via tour operators, OTAs and receptive agents. Furthermore, tasks included training the travel agent community, negotiating and implementing B2B marketing campaigns to communicate the new USPs, thus adding to the brand awareness. Achieved revenue growth from approx. $400,000 in 2008 (from existing European tour operator accounts) to $4.5 million in 2015, a total growth of 1,025% in revenue in 8 years. The annual budget for sales & marketing activities has remained steady at approx. $25,000 per year. b. Naples, Marco Island & Everglades CVB 9 years of representation services in visitation statistics DiaMonde has been representing the Naples, Marco Island & Everglades CVB since 2007 in the DACH and Benelux markets. For the past 9 years, our mission was to strengthen the brand awareness among all segments of leisure B2B partners, position the County in the respective markets via various sales & marketing approaches (as outlined under TAB 2 in this RFP) and expanding the visibility and thus growing the market share. Not only were we able to prove our success in the growth of tour operator pages featuring the Naples, Marco Island & Everglades CVB and consequently also growth in production for the selected hotels, resorts and attractions, but equally in total visitor numbers as follows: 2007 visitor numbers from Central Europe: 49,561 pax year-end 2015 visitor numbers from Central Europe: 128,656 pax year-end Growth in percentage: 160% (stats taken from the Collier County European Visitation Data provided by Research Data Services Inc.) In comparison, German-speaking visitation to Florida in 2015 was 425,000 (growth of 1% compared to previous year, provided by Visit Florida) - which means that every 3rd visitor to Florida also visited Collier County in 2015! These numbers give us great confidence that the approach and direction in tourism marketing representation services we have followed for the past 9 years was and is successful; as with every year-after future rrr.... `� Solicitation: 16-6611 International Business 7-D 1i DIAMONDE Tourism Marketing (Germany) page 18aotf strategies, outlooks and angles were discussed with the Executive Director-we were able to grow visitation up to 36% annually. 5. Sample of Innovative Approach Over the course of the past 15 years, since the firm's foundation, we have attended a great number of B2B sales formats, as they were made available to our clients via various trade partners. These included workshops, roadshows, evening events, educational showcases and many more. While they all gave us, and subsequently our clients, access to a selected trade audience, attendance at these various events has increasingly become a very costly exercise. Tour operators for example run a profit center with sales departments and partners like CVBs and hoteliers are supporting profit growth of these departments by booking the very sought-after events. In 2008 DiaMonde has therefore started its own exclusive event plafform, the DiaMonde Dinner Events: we offer our partners a very cost effective way to be promoted to an audience of high-potential long-haul agents across all affluent areas in the German-speaking markets. Selling long- haul products, means selling emotions rather than facts. We have taken this statement as a guideline to develop our own presentation plafform - with a very emotional, inspirational and personal approach. 6-8 times per year we organize private dinners for a maximum of 25-30 guests. We carefully choose restaurants, which are rented exclusively for the evening and personally prepare invitations to a selected audience of agency owners and/or senior travel agents. During the event, we present our products via storytelling, still focusing on real USPs, but enhancing the sales momentum with an entertaining presentation. The key to the success of these events, is to focus on memorable stories instead of factual information (which in any case can be found online). The travel trade has accolated the DiaMonde team on numerous occasions on this new, enchanting and interesting way of inspiration. The major advantage for all our partners lies in the cost sharing synergies: we can offer access to a hand-picked, not diluted audience, in an intimate, yet high-end setting at a quarter of the cost a tour operator would normally charge. We equally translate this event format into a roadshow for a dedicated group of clients (i.e. a South Florida Theme) or a single client and plan a tour through all major feeder cities jointly with visiting representatives/hoteliers. We then maximize on time and travel cost by filling an agenda with product meetings during daytime (tour operators) and dinner events (agents and/or PR) in the evening. Again, Solicitation: 16-6611 International August 22,2016 New Business 7-D1i�i DIAMONDE Tourism Marketing (Germany) page 1930t45 the cost factor is what elates our clients, as the ROI of such sales weeks is remarkable. 6. Back-up Systems DiaMonde has a secure data protection system, by which all data is saved daily on our in-house server, weekly on external servers and synchronized online with Microsoft OneDrive, securing a no-loss policy in case of an emergency. Files and the CRM can be accessed at any time, from anywhere. All team members work with mobile devices (iPhone, iPad and laptop), ensuring uninterrupted business and accessibility in case of an office emergency. Solicitation: 16-6611 International August 22, New Business 7-D iiii DIAMONDE Tourism Marketing (Germany) page 203e)&35 TAB 3 : PROPOSER'S EXPERIENCE AND CAPACITY 1 . General Overview DiaMonde's expertise lies in securing cost-effective sales & marketing opportunities on behalf of their clients, applying a diverse know-how resulting from the varied portfolio of clients. Although the emphasis of the client structure was historically focused on hotels & resorts, DiaMonde has been using this emphasis and knowledge - especially from the long-standing work with Florida properties since the debut of the firm - to noticeable grow the CVB's exposure and subsequently visitation numbers from our market place since our first appointment as the CVB's International Representation Firm for German-speaking markets in 2007. Since then, the Naples Marco Island & Everglades CVB has been enjoying exclusivity as the only destination in the DiaMonde client portfolio. Current clients in the DiaMonde portfolio - listed by region - include: USA: Fontainebleau Miami Beach, Aventura Mall Miami, Naples Marco Island & Everglades CVB. Caribbean: AMResorts (over 50 resorts) in Mexico, Dominican Republic, Costa Rica, Panama and Jamaica. Indian Ocean, Asia & Africa: Six Senses Hotels Resorts Spas, The Residence Hotels, Sabi Sabi Private Game Reserve, Isibindi Africa Lodges, Zambezi Queen Collection, Oliver's Lodge. Europe: Hotel Bachmair Weissach Tegernsee. The work for and on behalf of Florida-based clients has laid the foundation of the firm's establishment in 2002. It was Natasa Manic's experience in the destination - having lived and worked for over 5 years in Florida - which allowed her to establish a profound network of receptive/incoming tour operators, hoteliers, and other CVBs, as well as to cooperate with various members of Visit Florida. Over the course of the past 20 years, she (and subsequently her team) expanded this network to encompass contacts in all target groups of tourism trade marketing, especially for and on behalf of the firm's US-based clients. This network is managed in the CRM system, listing our history with more than 18,000 travel trade contacts in Central Europe and growing steadily. This database is used as the central enterprise knowledge and project management tool and allows for information exchange among all team members. idiMMINNIMMIN=W 4111111101111116 August 22,2016 ar3' Solicitation: 16-6611 International New Business 7-DA DIAMONDE Tourism Marketing (Germany) page 213©tf 5 2. Staff & Qualifications DiaMonde currently employs nine (9) hand-picked professionals with proven sales & marketing ability and detailed knowledge of the travel trade in the European markets. Each associate is dedicated to servicing one or a selection of clients within the DiaMonde portfolio, allowing for exchange of synergies where appropriate. Jointly, the team members have a total of 113 years of work experience in the various fields of the tourism trade, which equals an average of over 12 years of experience per associate. The owner Natasa Manic adds 20 additional years of expertise in tourism sales & marketing and acts as a strategic director, overseeing all activities and supporting and coaching the team in all managerial decisions. Furthermore, DiaMonde is proud of the loyalty of its associates -over the course of 15 years, the team has only expanded, with insignificant change. DiaMonde e.K. by Natasa Manic has been a registered business since Mar 1st, 2002 and holds all necessary licenses and insurances in order to do business in Germany. The firm is also registered in the Stuttgart Commercial Register under number HRA 722594 (please refer to TAB 8/j.). Solicitation: 16-6611 International August 22,2016 tir New Business 7-Dro DIAMONDE Tourism Marketing (Germany) page 2236 45 3. Organisational Chart Nadia Braun Junior Sales&CRM Anel von Manager Schuckmann / Director of S, Nicole Schmid Inside Sales Manager Frauke Groth / Senior Project Manager Anne-Kathrine Stefanie Paul Graf Natasa Manic Account Director Junior Sales&PR Owner&Strategic Director Manager Juliana Daniel Inside Sales Manager Martina Ulrich Nathalie Roth Senior Manager, 1 Sales&Storytelling Sales Manager Yvonne Schirm Senior PR Consultant We outsource the following specialist areas to external affiliates, in order to focus ourselves on our core competences and needs of our clients: • Graphic Design (Klaus Hussak) • Accounting (Jochen Albrecht) • IT Management & CRM Maintenance (Eric Beuchel) 4. Why DiaMonde? • We offer exclusivity. Each client is personally identified and only accepted into the portfolio with the consent of our existing partners. • We design individual strategies and active sales and marketing plans for each client to meet their personal needs and budget. • We establish a profound presence within our target audience, primarily in Germany, Austria and Switzerland. Solicitation: 16-6611 International Busue 22, D ii New Business 7-D ii DIAMONDE Tourism Marketing (Germany) page 2330,35 • We sell & market our partners to all the channels within the trade - from travel agencies through to tour operators ... and deliver their message to all levels - from agents, product managers to company owners. • We know how to communicate our client's messages via storytelling to a variety of B2B and B2C audiences, using tailored e-marketing and social media tools. • We consider ourselves as part of 'your own'. This very personal drive is what sets DiaMonde apart from the competition. • We are emotional about every client and with this passion we reach out to their audience in the most empathetic and authentic way. • Our services are intimate, personalized and entirely focused on reaching our client's sales and marketing directives and goals. 5. Crisis Management In the event of a crisis situation, DiaMonde's first priority will be to access central communication information as directed by the CVB Executive Director and/or PR department. DiaMonde will then issue the communication via central CRM system within latest 24 hours to all relevant press and trade contacts. These contacts have been graded accordingly in the central CRM, in order to access their data and contact information without any delays and enable uninterrupted communication of the crisis. To ensure accuracy, contact details of this selected group are updated regularly every 3 months. The central CRM allows us to select the recipients according to regions affected or type of crisis, narrowing or expanding the circle as needed. We define crisis management as follows: Quick, reliable, professional, easy accessible communication of accurate information with a swift emergency procedure in place. After communication to the identified group has been completed, we will install a central communications hotline, which will be accessible 24/7 at a dedicated number (which is diverted to a mobile number). We will require a direct contact at the CVB ("crisis manager") for all questions and in order to forward significant press inquiries for direct handling. Solicitation: 16-6611 International August 22,2016 New Business 7-D ii DIAMONDE Tourism Marketing (Germany) page 2430)f In case of an ongoing crisis, DiaMonde will support journalist requests for travel to the destination for coverage on the spot as directed by the CVB PR department. After the peak of any crisis, DiaMonde will - as directed by the CVB - plan a post-crisis communication plan, in order to stimulate interest for the affected region. This plan can comprise various segments, but notably will include trade partners (tour operators) and relevant press, as well as institutional associations (i.e. DRV - German Travel Association). DiaMonde enjoys not only longstanding relationships with the trade and press community, but is also regarded as credible and always acting for our client's best interest. Our partners value the fact that the team at DiaMonde is above-average constant with very little personnel fluctuation. They know their account managers, who they regard as senior and reputable, as they have been serviced by the same person for years. Our partners appreciate this personal link to DiaMonde, which is especially of utmost importance when it comes to sensitive topics, particularly in times of crisis. This is what we believe will set DiaMonde apart in any situation which is out of the ordinary. DiaMonde will not raise any additional fee to handle crisis management. 6. Score table Item Item Description Consultant Response 1. Indicate the number of years the firm has been in business under its current name and listed ,.,ithin the Florida Division of Corporations. 14 - -- - -- e " - - (number of years) Corporations certificate. • Provision of Business Registration and excerpt from Commercial Register in Germany. 2. Indicate the number of years the firm has been in business under a different name which is listed p within the Florida Division of Corporations. (number of years) 3. Identify the number of similarly sized contracts that the firm currently has in its portfolio in Florida, 3 Georgia, Alabama, Mississippi, Louisiana, and Texas. (number of contracts) Solicitation: 16-6611 International August 22, 2016 vidir New Business 7-010 DIAMONDE Tourism Marketing (Germany) page 25302435 • Provide a list of any other contractual obligations from the 6 states listed: Naples Marco Island & Everglades CVB Fontainebleau Miami Beach Aventura Mall 4. Identify the number of new public/governmental clients (with a similar scope of service)that the firm has brought into its portfolio in the past five years within the State of Florida (1/1/2011 — 12/31/2015). 1 (number of new • Provide a list of those new public/ clients in past five governmental clients and a brief description of years) the scope of work: Naples Marco Island & Everglades CVB International Representation in Germany and German-speaking Markets (solication bid 12- 5893) TOTAL(Total all line items, 1 —4, from above and indicate response) 18 (TOTAL) 4 sr Solicitation: 16-6611 International August 22,2016 New Business 7-D ii DIAMONDE Tourism Marketing (Germany) page 2630)&35 TAB 4: PROPOSER'S TEAM MEMBERS ASSIGNED TO COUNTY'S SCOPE OF WORK 2. Introduction Account Management Team "Naples, Marco Island & Everglades CVB" Since our first appointment as the Naples Marco Island & Everglades CVB International Representation Firm for German-speaking markets in October of 2007, the designated account team of experienced professionals has remained almost unchanged for 9 years. Therefore, these individuals have an intimate understanding of the County's needs as they have closely followed and supported its development. Current sales, marketing & PR projects in the FY 2015-16 would thus be continued without any downtime due to a change of the tourism marketing representation firm. Profiles, resumes and career accomplishments for account management team are listed below in seniority order: a. Natasa Manic, Owner & Strategic Director After graduating from Europe's leading 4 Hotel Management School, the Ecole jl f \ Hoteliere de Lausanne in 1995, Natasa Manic started her sales & marketing GO Wra t,"; career at the Boca Raton Resort & Club in , Florida. Over the period of five years, it was lakher main responsibility to position the resort and its Floridian sister properties in all the European markets. In 2000, Natasa Manic returned to Europe. Based on her successful work for Boca Resorts Inc., she was given the opportunity to open a regional sales office and continue her work, growing market share from Europe for the group of then 30 US-based hotels & resorts, some of which were located in Collier County. Her engagement has enabled her to develop a strong network of travel industry professionals which later formed a solid basis for her own representation agency, launched in 2002. Natasa Manic holds a total of 20 years of experience in sales & marketing of US-based tourism partners across all European markets. In her role as Strategic Director, she actively supervises and strategizes with the Account Director to secure the delivery of optimum results for the Naples Marco Island & Everglades CVB, using the vast team experience to the client's benefit. Solicitation: 16-6611 International August 22,2016 3� New Business 7-DSSi�i DIAMONDE Tourism Marketing (Germany) page 274mff35 b. Stefanie Paul, Account Director Stefanie Paul joined DiaMonde in 2008 after extensive international working experiences in South America and Dubai and with a bachelor degree in tourism management. With experiences in the travel agency, tour operating and incoming agency sector, she has been servicing the Naples Marco Island & Everglades CVB account for eight years and has since not only handled a vast variety of projects but equally manifested with ever growing visitor numbers to the destination (see TAB 2/3.a./b. and TAB 2/4.b.) that her approach to destination marketing is both, thorough and sales driven. Since her appointment for the CVB account, she has visited the County annually and has a deep understanding of the County's needs and USPs. Stefanie Paul is responsible for the strategic development of the CVB's presence in all channels: tour operator, retail agent and consumers/press. She furthermore handles all negotiations and conception of marketing campaigns and oversees the annual marketing plan and respective budget. Stefanie has established a strong network among the relevant USA tourism industry decision makers and is regarded and highly respected as a trusted partner (see References under Appendix TAB 6/2). c. Frauke Groth, Senior Project Manager Frauke holds a wealth of experience in a variety of sectors in tourism sales & marketing. She entered the tourism world 1990 via an apprenticeship in a well-recognized travel agency chain close to Frankfurt. After setting the base, she explored the world as a tour guide and strengthened her theoretical knowledge through studies of "tourism and geography" at the University of Trier in Germany. During the following 10 years she established an excellent industry network while working for one of Germany's leading destination marketing and public relations agency. With her intense working experience and strong understanding of tourism sales & marketing, she adds seniority to the account management team. Frauke holds a total of 26 years of working experience, of which 15 are in destination marketing for the USA. Frauke negotiates and executes all major airline and other prominent B2C marketing campaigns on behalf of the Naples Marco Island & Everglades CVB. d. Anne-Kathrine Graf, Junior Sales & PR Manager Anne-Kathrine's passion for the USA was first awakened during her Au Pair experience in Boston. Driven by the desire to make the travel industry her profession, she enrolled in academic studies in International Tourism Management. With some travel agency experience under her belt, she then took a deeper insight at tour operator operations with an internship at FIT Reisen. She graduated from Karlsruhe International University with Solicitation: 16-6611 International ususf zz, zoos New Business 7-D ii DIAMONDE Tourism Marketing (Germany) page 284otf35 a Bachelor's Degree after completing a semester abroad at California State University in Fullerton. With the degree in her pocket, her first appointment took her to key partner DER Touristik, before joining the current Naples Marco Island & Everglades CVB account management team. In her role as Junior Sales & PR Manager, she is responsible for handling all PR requests and liaison with journalists and bloggers from German-speaking markets as well as managing the CVB's German- speaking social media platforms and strategically developing both, content and interaction. Furthermore, she executes various marketing campaigns and is responsible for generating sales & marketing opportunities from B&C tour operator accounts. Anne-Kathrine is in charge of all retail agent interactions (such as trainings, roadshows, workshops) and manages the CVB's presence at various trade shows in all German-speaking and Benelux markets. Anne-Kathrine holds a total of 2 years of working experience and has visited the County in 2015. e. Juliana Daniel, Inside Sales Manager Juliana started her career in tourism as a trainee at the Melbourne (Australia) Convention and Visitors Center. During that time, she also complemented her studies with terms abroad at universities in Melbourne and New Zealand, With an academic degree in Tourism Management from the International School of Management in Dortmund, she joined DiaMonde in April 2006. Juliana has been servicing the Naples CVB account since our first appointment in October 2007, lately in a supporting, inside sales role function. f. Martina Ulrich, Senior Manager, Sales & Storytelling Martina debuted in tourism in 2003 with an apprenticeship at a representation company. Ever since, she has continuously developed very strong liaisons within the industry. Martina lead the German office for Hesperia Hotels with responsibility for all leisure sales related activities, before joining DiaMonde in January 2010. She currently oversees all sales & marketing activities on behalf of the portfolio's Caribbean Resorts. Martina is furthermore responsible for all written content which is distributed via the various B2B and B2C communication channels used on behalf of all of DiaMonde's clients: the "Storyletter" (monthly), the "Hoch 3 Newsletter" (monthly), the "Insider" (monthly) and in conjunction with Anne-Kathrine the "Paradise Coast Insider News" (bi- monthly) and the DiaMonde Facebook fanpage. In this role, she interacts continuously with the CVB's account management team for product & story updates. Solicitation: 16-6611 International August 22,2016 41, New Business 7-D ii DIAMONDE Tourism Marketing (Germany) page 2940tf g. Yvonne Schirm, Senior PR Consultant Yvonne has entered the tourism world in 1992 with an apprenticeship at airtours (luxury division of the World of TUI Germany). Aller various steps in tourism sales, she joined the Beachcomber Hotel Group in 1999 where she was responsible for all Marketing and PR activities in the German- speaking markets. In 2008 she founded her own PR Consultancy firm and has since been appointed by DiaMonde to manage PR projects on behalf of the Naples, Marco Island & Everglades CVB. Yvonne is very deeply connected with travel journalists specialized in long-haul travel as well as the PR community in our markets and enjoys outstanding relationships with the B2B press as well as important tourism institutions. As such, she is an excellent extension to the team and brings a core competence, a strong network and deep know-how in PR handling to DiaMonde. sew 2016 Solicitation: 16-6611 International New BBusust 22,usiness 7-D Air ii DIAMONDE Tourism Marketing (Germany) page 304$f 3. Score table 1. Number of years the project management team has in tourism representation. 56 2. Number of governmental accounts managed by the proposed account management team the past two years. 1 3. Indicate the number of full time employees in the company. -> including owner 10 4. Indicate the number of dedicated representatives that will be assigned to this account. If less than one, identify the percent of time by using a decimal (i.e. .25, .50, etc.) • Identify and attach a resume of the primary point of contact for the resultant contract. -> primary point of contact is 3 Stefanie Paul, see her résumé above. (number of dedicated • Attach a copy of all resumes or profile information of any representative other firm member who may be engaged in this account. -> s) included above (Natasa Manic, Frauke Groth, Anne- Kathrine Graf, Juliana Daniel) Provide subcontractor resumes or profile information who may be involved in this. -> included above (Yvonne Schirm, PR) 5. Number of proposer's fulltime equivalent staff(including the account manager) assigned to the County's scope of work in this RFP. • Attach resumes of all staff assigned to our account. -> included above (Natasa Manic, Stefanie Paul, Frauke Groth, Anne-Kathrine Graf, Juliana Daniel, Martina Ulrich, Yvonne Schirm) 7 6. Number of other accounts to be represented concurrently by the account management team should your firm receive an award to this RFP. 0 TOTAL(add 1 +2 + 3+4+ 5 then subtract 6) 76 Air Solicitation: 16-6611 International New BBusuusine 22,2011 ess 7-0 DIAMONDE Tourism Marketing (Germany) page 314445 TAB 5: COST OF SERVICES 1 . Definition of Fees The retainer fee (referred to "flat annual fee" under TAB5/2) covers all sales, marketing and PR activities as outlined in this proposal, to include work performed by the account management team (as listed under TAB4/2) and attendance of all trade shows and events, also in the case of when these take place on Saturdays or Sundays. The fee also covers the service of negotiating cooperative advertising and promotion campaigns. Furthermore, all basic office expenses are included under this fee, as defined below. Out of pocket expenses are divided into the following categories: Office expenses: to cover the cost of communication, stationery, daily postage and office printing for the sales office. These expenses are included in the retainer fee (flat annual fee). Travel expenses: will be billed at net cost (no mark-up) to cover all travel cost for sales calls or event attendance, including overnight accommodation (at a max. nightly rate of $130 outside of fair dates); travel by car, train/public transport and air (in coach class); per diem cost for food & beverage expenses as well as any other miscellaneous, travel-related expenses. Registration expenses: these will be billed at net cost (no mark-up) and cover all fees related to event attendance at workshops, roadshows and/or trade shows which are operated by either tour operator or tourism partners in the German-speaking markets. These expenses can be billed via DiaMonde or to the CVB directly-as directed by the CVB. Miscellaneous expenses: these will be billed at net cost (no mark-up) and cover all various mailing costs (e-newsletter and print), production of giveaways and promotional printing. DiaMonde event expenses: these cover participation at DiaMonde own Dinner Events (as outlined under TAB2/5) 6-8 times per FY. The indicated expenses do not include any cooperative advertising and/or promotion costs as listed in the annual budget plan. Cost of these will be billed at net cost (no mark-up) separately to the fees in arrears, after previous approval from the Executive Director either via DiaMonde or to the CVB directly- as directed by the CVB. Norm Solicitation: 16-6611 International August 22, ii New Business 7-D ii DIAMONDE Tourism Marketing (Germany) page 32 of All outlined expenses - except for the retainer fee - are estimates based on analysis of final budgets spent over the past 8 years of representation service and can vary in categories (but not in the total) depending on the final approval of the marketing plan by the Executive Director. Expense Category Proposed annual cost Retainer fee $120,000 Office expenses Included in above Travel expenses $18,000 Registration expenses $55,000 Miscellaneous expenses $4,500 DiaMonde event expenses $2,500 Total $200,000 A detailed line-item budget explaining all proposed expenses will be submitted as outlined under TAB 2/2.a.. 2. Score table 1. Provide a "flat annual fee" to provide all of the $120,000 representation services outlined in this RFP (Annually) 2. Provide an annual amount for out of pocket expenses to be reimbursed. (please refer to split of cost in table $80,000 above) (Annually) TOTAL(add 1 +2) $200,000 Solicitation: 16-6611 International August 22,2016 tir New Business 7-D ii DIAMONDE Tourism Marketing (Germany) page 3346& TAB 6: REFERENCES 1 . Reference Forms Reference forms have been completed by active DiaMonde clients as follows: a. Fontainebleau Miami Beach b. Aventura Mall Florida c. Six Senses Resorts & Spas d. The Residence Hotels e. AM Resorts The compilation of all reference forms can be found hereafter. 2. Industry References Further to the official references as indicated under TAB 6/1, we are providing additional references from important industry partners in the German-speaking markets, as follows: a. Visit USA Germany b. Visit USA Switzerland c. Brand USA German-speaking markets d. America Unlimited, tour operator Germany e. FTI, tour operator German-speaking markets f. Knecht Reisen, tour operator Switzerland g. DERTOURISTIK, tour operator group Germany h. Canusa, tour operator Germany i. TUI, tour operator German-speaking markets The compilation of all reference forms can be found hereafter. August 22, 2016 New Business 7-D(ii) 47 of 80 Colter 1..yiyty Administrative Services Department Procurement Services Division Attachment 9: Reference Questionnaire Solicitation: 16-6611 —International Tourism Reference Questionnaire for: DiaMonde e.K. (Name of Company Requesting Reference Information) Natasa Manic (Name of Individuals Requesting Reference Information) Name:Milena Sena Company: Fontainebleau Miami Beach (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email:msena@fontainebleau.com FAX: Telephone: 305-535-3220 Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10,with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firmlindivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." Project Description: International Representation Completion Date:ongoing since Mar 1st,2010 Project Budget: Project Number of Days: Change Orders-Dollars Added : Change Orders-Days Added: Item • Citeria Score 1 Ability to manage the project costs(minimize change orders to scope). )1 O 2 Ability to maintain project schedule(complete on-time or early). k0 3 Quality of work. k0 4 Quality of consultative advice provided on the project. O 5 Professionalism and ability to manage personnel. 6 Project administration(completed documents,final invoice,final product turnover; invoices; manuals or going forward documentation, etc.) 4,(J 7 Ability to verbally communicate and document information clearly and succinctly. '\ 0 8 Abiltity to manage risks and unexpected project circumstances. a 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. t O 10 Overall comfort level with hiring the company in the future(customer satisfaction). TOTAL SCORE OF ALL ITEMS 1(114A) Date Sig atu, August 22, 2016 New Business 7-D (ii) 48 of 80 COL County Administrative Services Depar- °c*^ Procurement 5e--fizzry Attachment 9: Reference Questionnaire Solicitation: 16-6611 —International Tourism Reference Questionnaire for: DiaMonde e.K. (Name of Company Requesting Reference Information) Natasa Manic (Name of Individuals Requesting Reference Information) Name:David Lydia Company: Aventura Mall (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email:dlydia@turnberry.com FAX: Telephone:305-933-5543 Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey.Please rate each criteria to the best of your knowledge on a scale of 1 to 10,with 10 representing that you were very satisifed(and would hire the firm/individual again)and 1 representing that you were very unsatisfied(and would never hire the firm/iindivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored"0." Project Description: International Representation Completion Date:ongoing since Mar 1st,2010 Project Budget: Project Number of Days: Change Orders-Dollars Added: Change Orders-Days Added: Item Citeria Score 1 Ability to manage the project costs(minimize change orders to scope). Gl 2 Ability to maintain project schedule(complete on-time or early). O 3 Quality of work. +O 4 Quality of consultative advice provided on the project. /0 5 Professionalism and ability to manage personnel. !p 6 Project administration(completed documents,final invoice, final product turnover;invoices; manuals or going forward documentation,etc.) 10 7 Ability to verbally communicate and document information clearly and succinctly. 1 0 8 Abiltity to manage risks and unexpected project circumstances. 9 Ability to follow contract documents,policies,procedures,rules, regulations,etc. 9 10 Overall comfort level with hiring the company in the future(customer satisfaction). TOTAL SCORE OF ALL ITEMS F 7 5/231/6 --efit Data Signature August 22,2016 New Business 7-D(ii) 49 of 80 Co ler County Administrative Services Department Procurement Services Division Attachment 9: Reference Questionnaire Solicitation: 16-6611 —International Tourism Reference Questionnaire for: DiaMonde e.K. (Name of Company Requesting Reference Information) Natasa Manic (Name of Individuals Requesting Reference Information) Name:Sebastian Styger Company: Six Senses Resorts&Spas (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email:sebastien@sixsenses.com FAX: Telephone: +44(208)899 6648 Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again)and 1 representing that you were very unsatisfied (and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored"0." Project Description: International Representation Completion Date: ongoing since Aug 1st, 2012 Project Budget: Project Number of Days: Change Orders-Dollars Added : Change Orders-Days Added: Item Citeria Score 1 Ability to manage the project costs(minimize change orders to scope). 10 2 Ability to maintain project schedule (complete on-time or early). 9 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents,final invoice,final product 10 turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and 9 succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 9 9 Ability to follow contract documents, policies, procedures, rules, 10 regulations, etc. 10 Overall comfort level with hiring the company in the future (customer 10 satisfaction). TOTAL SCORE OF ALL ITEMS 97 23/05/2016 I SEBASTIEN STYGER Date Signature August 22,2016 New Business 7-D(ii) 50 of 80 coter County Administrative Services Departrnent Procurement Services Division Attachment 9:Reference Questionnaire Solicitation: 16-6611—International Tourism Reference Questionnaire for: DiaMonde e.K. (Name of Company Requesting Reference Information) Natasa Manic (Name of Individuals Requesting Reference Information) Name:Adrian Croft Company:The Residence Hotels (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email:acroft@theresidence.com FAX: Telephone:+44(1403)793759 Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey.Please rate each criteria to the best of your knowledge on a scale of 1 to 10,with 10 representing that you were very satisifed(and would hire the firm/individual again)and 1 representing that you were very unsatisfied(and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored"0." Project Description: International Representation Completion Date:ongoing since Apr 1st,2008 Project Budget: Project Number of Days: Change Orders-Dollars Added : Change Orders-Days Added: Item Citeria Score 1 Ability to manage the project costs(minimize change orders to scope). 10 2 Ability to maintain project schedule(complete on-time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration(completed documents,final invoice,final product 10 turnover; invoices;manuals or going forward documentation,etc.) 7 Ability to verbally communicate and document information clearly and 10 succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents, policies,procedures,rules, 10 regulations,etc. 10 Overall comfort level with hiring the company in the future(customer 10 satisfaction). TOTAL SCORE OF ALL ITEMS v( " 23/05/2016 August 22, 2016 New Business 7-D(ii) 51 of 80 collier County Administrative Services Department Procurement Services Division Attachment 9: Reference Questionnaire Solicitation: 16-6611 —International Tourism Reference Questionnaire for: DiaMonde e.K. (Name of Company Requesting Reference Information) Natasa Manic (Name of Individuals Requesting Reference Information) Name:James Bell Company:AMResorts (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email:jbell@amresorts.com FAX: Telephone: +44 (20)8545 2695 Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again)and 1 representing that you were very unsatisfied (and would never hire the firm/indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored"0." Project Description: International Representation Completion Date: ongoing since Sep 1st, 2010 Project Budget: Project Number of Days: Change Orders-Dollars Added : Change Orders- Days Added: Item Citeria Score 1 Ability to manage the project costs (minimize change orders to scope). 10 2 Ability to maintain project schedule (complete on-time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice,final product 10 turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and 10 succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents, policies, procedures, rules, 10 regulations, etc. 10 Overall comfort level with hiring the company in the future (customer 10 satisfaction). TOTAL SCORE OF ALL ITEMS 100 19 May 2016 Date Signature Aug t 22, 16 New Busin ss 7 (ii) 5 f8 411 *OVIVI Visit USA Committee Germany e.V. Visit USA Committee Germany e.V..Thole ire hoer Sit.le+80331 Manchen Visit USA Committee Germany a.V. To whom it may concern ThalkirchnerSul4 80337 Mancha Tel:+4940M-4543485 office@vusa.travel www.vusa.travel UST-ID:DE192729041 Sitz and Amtsgericht:Frankfurt/Main Eingetragen im Vereinsregister Frankfurt:111113509 Steuernummer:47 22427162 Finanzamt Franklurl/M V-Hbchst 5 Vertretungsberecktigte Vorsl5nde: Hans Gesk/Mike LUtke Muenchen, May 17, 2016 LETTER OF REFERENCE - DiaMonde e.K. To whom it may concern, I have had the pleasure to work with the team of DiaMonde e.K. for many years. They participated in various Visit USA Germany meetings and events, representing the Naples, Marco Island & Everglades CVB. I was always impressed by the enthusiasm, professionalism and in-depth knowledge of the destination with which Ms Stefanie Paul and her team represented Naples. While doing business with Stefanie and her team, Visit USA Germany was always able to count on their reliability and diligence - attributes, which seem to have become rare nowadays. As a result, our joint projects have always been planned and executed in a highly professional and timely manner. Their input concerning our various Visit USA Germany projects, such as travel agent trainings, consumer and media events continues to be highly valued and their active participation very much appreciated. The Visit USA Committee Germany and I as General Manager can wholeheartedly recommend DiaMonde e.K. as the representation for any (US-based) client in the German market. We are looking forward to a continuation of the great cooperation with DiaMonde e.K. in the years to come. Sincerely, plAA) Florian Renner General Manager Visit USA Committee Germany August 22,2016 New Business 7-D(ii) ***** . 53 of 80 Visit USA Committee,Switzerland,34 ch.des Bourguignons,CH-2505 Bienne,Switzerland VISIT USA phone+41 79 417 0957, www.vusa.ch Event Management:Visit USA Committee, Foerrlibuckstr. 110,CH-8005 Zurich,Switzerland y / phone+41 44 749 2525,www.vusa.ch • May, 2016 To whom it may concern Ladies and Gentlemen : The Visit USA Committee includes all major local players in promoting and selling Swiss travel to the U.S. as well as some seventy American destinations. Since 2011 Switzerland produced close to half a million annual arrivals in the U.S. or almost one fourth of the ten times bigger German market. Florida, in particular, has been a growth destination thanks to the direct flights to Miami and Tampa. The Visit USA Committee has been leading all relevant promotional campaigns for the past 20 years. It is also actively involved in educating and training the local trade. Swiss, if they spend a certain amount, like to use the services of competent travel agencies, particularly now due to the worldwide security challenges. After all these years we know most organizations in Western-Europe representing U.S. tourist products. DiaMonde in Stuttgart and Stefanie Paul have been partnering with us for many years. They have earned our respect for their motivation, product knowledge and reliability. Criteria which are important for us „Swiss perfectionists", but also as we operate in a demanding market with one of the world's highest purchasing powers. DiaMonde and Stefanie have met our expectations in every respect and at all times. If you need any additional information please dont hesitate and let us know. We will be happy to answer. Sincerely yours Werner E. Wiedmer Chairman Visit USA Committee, Switzerland www.vusa.ch August 22,2016 New Business 7-D(ii) 54 of 80 Vii:. 'qi..• '11:n:..•2. • VisitTheUSA.de To whom it may concern I would like to recommend DiaMonde e.K. as representation agency for Naples, Marco Island & Everglades CVB. For the past three years, I have been working with DiaMonde e.K at several joint marketing activities in the Germanspeaking markets. During this time, I have experienced the team as very welcoming and friendly colleagues and always receptive to questions and requests. Based on their performance and appearance, I have no hesitations in recommending DiaMonde e.K. as representation agency in the Germanspeaking markets. Do feel free to contact me with questions or inquiries. Sincerely, Christian Zerbian Country Manager Brand USA Germany, Switzerland, Austria Brandmasters America OHG - Frankfurter Straf3e 181 - 63263 Neu-Isenburg Christian.zerbian@thebrandusa.de i August 22,2016 11 4y 1'i V 111(i1LEONHCA QNLl1 18H LEONHARDTSTR.10 Of$0 30175 HANNOVER FON+49(0)511.37 44 47 50 * * * FAX+49(0)511.37 44 47 70 ***** unlimited INFO@AMERICA-UNLIMITED.DE W W W.AMERICA-UNLIMITED.DE AMERICA UNLIMITED GMBH I LEONHAROTSTR.10 130175 HANNOVER DiaMonde e.K. Konigstr. 10 b / 6. OG D-70173 Stuttgart To whom it may concern, May 17th, 2016 We are pleased to recommend DiaMonde as an outstanding partner in Tourism Marketing and Public Relations since the foundation of America Unlimited in 2006. From the very beginning on it was a great pleasure to work together with Natasa and her highly experienced team. We jointly created several successful marketing activities including Social Media Marketing as well as traditional marketing pieces. DiaMonde initiated staff-trainings, presentations and meetings, which are highly important for the continued development of our relations in the tourism business. DiaMonde stands for great commitment, detailed and profound strategies, creativi- ty and a team of highly motivated,friendly and professional employees, with whom we keep a very close and efficient work relationship with. During our longstanding partnership, DiaMonde has proven to be a very reliable and strong partner with an excellent reputation throughout the industry. We are certain that DiaMonde will continue to set new benchmarks for excellence, innovation and vision in the tourism sector and we have no hesitancy whatsoever in recommending DiaMonde as a first-rate specialist of the European Market and as one of our most valued partners. Sincerely, • / 4 ly / Timo Kohlenberg • Pre ent, America Unlimited GmbH AG HANNOVER HRB 200811 UST.-ID-NR.0E249367305 SPARKASSE HANNOVER KONTO 900 236 230 BLZ 25050180 81C-/SWIFT-CODE SPKHDE2H IBAN 0E44250501800900236230 POSTBANK HANNOVER KONTO 186141 303 BLZ 250 100 30 GESCHAFTSFUHRUNG JULIA KURZ&TIMO KOHLENBERG August 22,2016 NevBusinessJ- 56 of 8 GROUP FTI Touristik AG Brandbachstr.10 8305 Dietlikon/Zurich•Schweiz Telefon: +41(44)225 44 00 Telefax: +41(44)225 44 25 DiaMonde e.K. E-Mail: info@fti.ch Konigstr. 10 b/6. OG Internet: www.fti.ch D-70173 Stuttgart MWST NR.:CHE-107.434. LETTER OF RECOMMENDATION Friday, 13th of May 2016 FTI has had a great relationship with DiaMonde for many, many years.We have been cooperating particularly well with Natasa, Stephanie and their team for various number of destinations over the years. DiaMonde is a fully reliable company; their know-how of the destinations they are representing as well as their knowledge of the European and Worldwide source markets are excellent. FTI is one of the top three tour operators for leisure travel to the United States offering the full product range including flights, car rental, hotels of all categories, cruises, fly&drives, coach tours, transfers, tickets etc. FTIs products are sold in GAS countries. FTI has implemented many familiarization/press trips and of course joint marketing B2B-and B2C- programs including social media activities and great events over the years. The number one marketing tool is still the brochure presentations which have resulted in a constant increase in room nights and revenue for the destinations. I do recommend DiaMonde and it's highly professional team to basically any destination that is looking to increase their international exposure in all German speaking markets. Sincerely Fabio Negro Group Destination Director North America Bi Xtra Lef U a , vsee,se tpraei«„en GROUP August 22,2016 New Business 7-D(ii) 57 of 80 To whom it may concern Zurich, May 25, 2016 Dear Sirs We have known Stefanie and Diamonde for a long time. In the last couple of years, we had an excellent business relationship with Steffi and her team. In this context we would really like to highlight the professionalism of Diamonde, who is extremely custom orientated and does understand our needs, but also truly represent the needs of their products. At all times I have found Diamonde very, very reliable, honest and very professional working. Their deep know-how and their passionate identification is unique. All of their supplying partners could not be any prouder to have such a wonderful representation. Furthermore, Diamonde was always very helpful in creating together with us new promotion ideas. The knecht travel group is the leading Swiss specialist for North America, The Americas, Ski&Board in USA/Canada, South Pacific, Southern Africa, Scandinavia, Eastern Europe and Golf. knecht reisen products are distributed in over 850 travel agencies and 80 US retail offices throughout Switzerland. I am happy to provide any further information, if required. Sincerely yours, knecht reisen ag 61Kenny Prevost Kenny Prevost I Director I Head of North American strategies/ Member of the Board of Directors knecht reisen ag I Ramistrasse 5 I CH -8001 Zurich I Switzerland Phone: +41 (0)44 360 46 00 I Fax: +41 (0)44 360 46 19 e-mail: kprevost@knecht-reisen.ch I www.knecht- reisen.ch I www.facebook.com/heliski.ch I Skype: kennyprevost knechtreisen August 22,2016 New Business 7-D(ii) 58 of 80 DER Touristik DE k, r ,K's DER Touristik Frankfurt GmbH&Co.KG Kontakt 60424 Frankfurt Nadine Lehmann DiaMonde t: +49 69 9588-3110 Natasa Manic f: +49 69 9588-3109 nadine.lehmann@dertouristik.com 25. Mai 2016 i. Dear Mrs. Manic, on behalf of the Management team at DER Touristik I would like to thank for the great partnership over the years with DiaMonde. The detailed planning and organisation of all the Marketing activities that you and your team invested in over the years were very successful and a core reason for our success. The feedback from the Travel Agencies and Key Account Partners during our partnership for our mutual promotional activities has been extremely positive and now a challenge for the future to keep it at this level. As you know we make a huge investment in Sales-Promotion and the education of the Travel Agents in Germany in order to maintain the very high level of professionalism in dealing with customer needs. With your help we have cemented different brands that you cover and all it has to offer in the knowledge base of our colleagues in the Travel Agencies. We are certain that the Travel Agencies, we as a Tour Operator and of course the customers will profit from this for a great number of years. Many thanks for being a reliable and such a professional partner, you are a shining example for the Travel Trade. Yours sincerely e G - Nadine Lehmann Hauptabteilungsleiterin Marketing &Verkaufsforderung Director Marketing &Sales promotion DER Touristik Frankfurt GmbH&Co.KG•Emil-von-Behring-Str.6•60424 Frankfurt•t+49 69 9588-00•f+49 69 9588-1010 Sitz Frankfurt am Main•Amtsgericht Frankfurt am Main HRA 28563•USt-IdNr.DE192698716•Bankverbindung:Bayerische Landesbank München•IBAN:DE37 7005 0000 0201 2527 23•SWIFT/BIC:BYLADEMMXXX•BLZ:700 500 00•Kto-Nr.201 252 723 GeschaftsfOhrende Gesellschafterin:DER Touristik Geschaftsfiihrungs GmbH•Sitz Frankfurt am Main•Amtsgericht Frankfurt am Main HRB 44820• Gesch8Rsfthrer:René Herzog(Sprecher),Matthias Rotter,Klaus Franke • ANUSA a ��r Rede TOURISTIK SETT 1983 • Kolja Kassner Senior VP(Sales,Marketing &People To whom it may concern Nebendahlstr.16 22041 Hamburg Tel+49-40-22 72 53 47 koljacanusa.de May 23, 2016 Reference Dear Sirs, We are pleased to recommend DiaMonde as destination representative for the German market. CANUSA is Germany's leading tour operator for individual traveling in North America and known for advertising its increasing numbers of customers in direct contact in 7 locations. Being responsible for CANUSA's marketing I work closely together with Stefanie Paul and her co-workers for several years,and I got to know them very well during this time. DiaMonde's professional approach in general and Stefanie's personal proficiency in regards of communication, marketing and destination knowledge is exceptional.Stefanie and the team at DiaMonde are pro-active in their collaboration,goal-oriented and always dedicated to best possible solutions and lasting effects. We have a mutual understanding of successful marketing considering the specifics of the German market and our target groups. So we were able to agree on and realize several marketing cooperations over the past few years.This led to substantial positive effects on demand for and business to Naples, Marco Island and the Everglades.We would not have been able to achieve that without close collaboration. This year again on the one hand we benefit from our long-term approach of former years,and on the other hand already are in progress of pushing next year's business.Just shortly we agreed on a new approach of educating our in-house sales team involving Stefanie Paul directly. We highly recommend the prolific cooperation with DiaMonde. If you have any questions, please feet free to contact me at the above address. Kind regards ,11:6t: CANUSA TOURISTIK GmbH&Co.KG v Verwaltungsgesellschaft: : Sonderregelung fur Reiseburos I.S.d.§25 UStG Nebendahlstra0e 16 1 22041 Hamburg ° CANUSA TOURISTIK mbH o Bankverbindung:Deutsche Bank AG Hamburg I BIC:DEUTDEHHXXX Telefon+49-40-22 72 53-0 Sitz Hamburg I Amtsgericht I HR-S 62351 IRAN:DE962007000003337649001 USt-ID-Nummer:DE 185859993 ham@canusa.de I www.canusa.de a Geschaftsfuhrer:Tito Krause-Dunow,Johannes Finke a Amtsgericht Hamburg 1 HR-A 90203 August 22,2016 • New Business 7-D(ii) 60 of 80 'v TU I Deutsdtlaand TUI Deutschland GmbH•Karl-Wiechert-Allee 23 30625 Hannover Name Robin Brueckner Telefon +49 511 567-6462 Fax +49 511 567-93 6462 E-Mail robin.brueckner@tui.de Datum May 25th,2016 TUI Deutschland GmbH To Whom It May Concern: Karl-Wiechert-Atlee 23 30625 Hannover I have had the pleasure to work with the team from DiaMonde for many years and Tel+49511 567-0 for different clients and I'm pleased to recommend them for their work as a Fax+49 511 567-1301 representation and marketing company.They are a specialist in their field of www.tuicom/unternehmen business with a broad and long-term experience in the tourism sector. Aufsichtsratsvorsitzender Peter Long My experience with DiaMonde has been highly satisfying and they proved to be a GeschaftsfUhrer professional and supportive partner for our joint projects. Christian Clemens Dr OliverrD0 chuck I am thus happy to highly recommend DiaMonde for sales and marketing Arnd Dunse representation services in German speaking countries. Ralf Horten Peter Schmidt Amtsgericht Hannover Kindest regards Handelsregister HRB 62522 �- Bankverbindungen Commerzbank AG C� Hannover Robin Brueckner Kto.317 400 000 BLZ 250 400 66 General Manager IBAN DE12250400660317400000 Product Management North America SWIFT COBADEFF250 USt ID-Nr.DE 242 380 569 World of L TUI d Solicitation: 16-6611 International August 22,2016 New Business 7-DA DIAMONDE Tourism Marketing (Germany) page 3461)&35 TAB 7: ACCEPTANCE OF CONDITIONS We agree to all standard Terms & Conditions as listed in the Request for Proposal with Solicitation number 16-6611 without any exceptions. Solicitation: 16-6611 International August 22,201 i New Business 7-Dli1 DIAMONDE Tourism Marketing (Germany) page 356off35 TAB 8: REQUIRED FORM SUBMITTALS a. Attachment 2: Vendor Check List b. Attachment 3: Conflict of Interest Affidavit c. Attachment 4: Vendor Declaration Statement d. Attachment 6: Immigration Affidavit Certification e. Attachment 8: Insurance and Bonding Requirements f. Proof of insurance (Signal Iduna) g. Attachment 10: Region Declaration h. Addendum #1 as issued by Collier County on May 26th, 2016 i. Completed W-8ECI Form j. Trade Certification issued by the city of Stuttgart August 22, 2016 New Business 7-D(ii) • 63 of 80 Colter County Administrative Services Department Procurement Services Division Attachment 2: Vendor Check List IMPORTANT: THIS SHEET MUST BE SIGNED. Please read carefully, sign in the spaces indicated and return with your Proposal. Vendor should check off each of the following items as the necessary action is completed: 1 The Proposal has been signed. ® All applicable forms have been signed and included, along with licenses to complete the requirements of the project. • Any addenda have been signed and included. ® The mailing envelope has been addressed to: Collier County Government Purchasing Department 3327 Tamiami Trail E Naples FL 34112 Attn: Adam Northrup, Procurement Strategist ® The mailing envelope must be sealed and marked with Solicitation 16-6611 and 06/02/2016; 3:00PM. • ® The Proposal will be mailed or delivered in time to be received no later than the specified due date and time. (Otherwise Proposal cannot be considered.) ® If submitting a manual bid, include any addenda (initialed and dated noting understanding and receipt). If submitting bid electronically, bidder will need to download all related documents on www.colliergov.net/bid. The system will date and time stamp when the addendum files were downloaded. ALL COURIER-DELIVERED PROPOSALS MUST HAVE THE RFP NUMBER AND TITLE ON THE OUTSIDE OF THE COURIER PACKET. Name of Firm: DiaMonde e.K. Address: KOnigstr. 10b City, State, Zip: 70173 Stuttgart, Germany Telephone: +49 711 91257610 Email: natasa@dia onde.de Representative Signature: Representative Name: Natasa Manic Date May 19th, 2016 I August 22,2016 New Business 7-D(ii) 64 of 80 • Ci ler Gor a-rt; M rgnishe ae +c s Depa rent Frcc..remstt Scr.xr Attachment 3: Conflict of Interest Affidavit By the signature below, the firm (employees, officers and/or agents) certifies, and hereby discloses, that, to the best of their knowledge and belief, all relevant facts concerning past, present, or currently planned interest or activity(financial, contractual, organizational, or otherwise)which relates to the proposed work; and bear on whether the firm (employees, officers and/or agents) has a possible conflict have been fully disclosed. Additionally,the firm (employees, officers and/or agents) agrees to immediately notify in writing the Procurement Director, or designee. if any actual or potential conflict of interest arises during the contract and/or project duration. Firm: -DiaMondr K. Signature and Date: \i 1LAr;C"\k v Print Name Natasa Manic Title of Signatory Owner State of Germany County of Baden-Wurttemberg SUBSCRIBED AND SWORN to before me this day of 20 by , who is personally known to me to be the for the Firm, OR who produced the following identification Notary Public My Commission Expires { At August 22,2016 New Business 7-D(ii) 65 of 80 seArtfil Urkundenrolle 1 UR 325 2016 1 UZ339 ? 2016 Natarat Stuttgart"Tel.0711/'239,50- `Fax 0711/23800-23 ._._) Authentication of Signature I hereby certify that this document was signed in my presence by Frau Natasa Manic, geboren am 24.09.1971, wahnhaft in 70469 Stuttgart, Bubenhaldenstr. 3. - ausgewiesen durch Personalausweis - Stuttgart, 19.05.2016 Notary ' ` A I'?/4 r (Lang) \\N„ .. ,) ' fOTT , 11NOTW 5TU01500011NOAHGroupti.Work1NOAHWordtREF000011QOKNOTARUZ_,URKUM,U03391 SA.U01 1120319 August 22,2016 New Business 7-D(ii) 66 of 80 • G' ler County Administrative Semites Department Procuiement services Divis;on Attachment 4: Vendor Declaration Statement BOARD OF COUNTY COMMISSIONERS Collier County Government Complex Naples, Florida 34112 RE: Solicitation: 16-6611 —International Tourism Representation Dear Commissioners: The undersigned, as Vendor declares that this proposal is made without connection or arrangement with any other person and this proposal is in every respect fair and made in good faith, without collusion or fraud. The Vendor agrees, if this proposal is accepted, to execute a Collier County document for the purpose of establishing a formal contractual relationship between the firm and Collier County, for the performance of all requirements to which the proposal pertains. The Vendor states that the proposal is based upon the proposal documents listed by Solicitation: 16-6611 —International Tourism Representation. (Proposal Continued on Next Page) August 22, 2016 New Business 7-D(ii) PROPOSAL CONTINUED 67 of 80 IN WITNESS WHEREOF, WE have hereunto subscribed our names on this 30th day of May, 2016 in the County of Baden-Wurttemberg, in the State of Germany. Firm's Legal Name: DiaMonde e.K. Address: KOnigstr. l0b City, State,Zip Code: 70173 Stuttgart, Germany Florida Certificate of n/a Authority Document Number: Federal Tax Identification n/a---- German tax number: DE222067856 Number CCR#or CAGE Code n/a Telephone: +49 711 91257610 FAX: +49 711 91257 11 ;i, Signature by: Natasa Manic ( (Typed and written) Title: Owner • Additional Contact Information Send payments to: (required if different from Company name used as payee „s• above) Contact name: Title: Address: City,State,ZIP Telephone: FAX: Email: Office servicing Collier County to place orders (required if different from above) Contact name: Title: Address: City,State,ZIP Telephone: Email August 22,2016 New Business 7-D(ii) 4j) • 68 of 80 • #4,.. C4:7141/*/ ArirrriAailive Services oepattnent Proc u pmeM Svcs otvis,on Attachment 6: Immigration Affidavit Certification Solicitation:16-6611 —International Tourism Representation This Affidavit is required and should be signed, notarized by an authorized principal of the firm and submitted with formal Invitations to Bid(ITB's)and Request for Proposals(RFP)submittals. Further, Vendors/Bidders are required to enroll in the E-Verify program, and provide acceptable evidence of their enrollment, at the time of the submission of the vendor's/bidder's proposal. Acceptable evidence consists of a copy of the properly completed E-Verify Company Profile page or a copy of the fully executed E-Verify Memorandum of Understanding for the company. Failure to include this Affidavit and acceptable evidence of enrollment in the E-Verifv program,may deem the Vendor I Bidder's proposal as non-responsive. Collier County will not intentionally award County contracts to any vendor who knowingly employs unauthorized alien workers, constituting a violation of the employment provision contained in 8 U.S.C. Section 1324 a(e)Section 274A(e)of the Immigration and Nationality Act("INA"). Collier County may consider the employment by any vendor of unauthorized aliens a violation of Section 274A(e) of the INA. Such Violation by the recipient of the Employment Provisions contained in Section 274A(e)of the INA shall be grounds for unilateral termination of the contract by Collier County. Vendor attests that they are fully compliant with all applicable immigration laws(specifically to the 1986 Immigration Act and subsequent Amendment(s)) and agrees to comply with the provisions of the Memorandum of Understanding with E-Verify and to provide proof of enrollment in The Employment Eligibility Verification System (E-Verify), operated by the Department of Homeland Security in partnership with the Social Security Administration at the time of submission of the Vendor's/ Bidder's proposal. Company Name DiaMonde e.K. Print Name Natasa Manic Title Owner&Strategic Director Signature ( Date May 19"1, 2016 State of Germany County of Baden-Wurttemberg The foregoing instrument was signed and acknowledged before me this day of 20_, by who has produced as identification. (Print or Type Name) (Type of Identification and Number) Notary Public Signature Printed Name of Notary Public Notary Commission Number/Expiration The signee of this Affidavit guarantees, as evidenced by the sworn affidavit required herein, the truth and accuracy of this affidavit to interrogatories hereinafter made. August 22,2016 New Business 7-D(ii) 69 of 80 f`` 1 UZ 340 /2016 Urkundenrolle 1 UR 326 2016 ��✓✓�� Notariat Stuttya^'"e! 0711/23900-2C'=ar :711 23900-23 7JS Authentication of Signature I hereby certify that this document was signed in my presence by Frau Natasa Manic, geboren am 24.09.1971. wohnhaft in 70469 Stuttgart, Bubenhaldenstr. 53. - aus9 ewiesen durch Personalausweis - Stuttgart, 19.05.2016 Notary t`;o cc q ,,� I l_,-- ( hs. ,.f''4 (Lang) M�' a SrJrT��a4, I \\NOTWSTU01S0001\NOAHGroup\Work\NOAHWord`REF00001\DOKNOTAR\UZ_URKUN\U034016A.U01 1120320 August 22, 2016 New Business 7-D(ii) 70 of 80 Cotter County Acmin.stratve SeMces Department Procurement Seances D vis ors Attachment 8: Insurance and Bonding Requirements Insurance/Bond Type Required Limits 1. El Worker's Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government Compensation Statutory Limits and Requirements 2. ❑ Employer's Liability $ single limit per occurrence 3. ®Commercial General Bodily Injury and Property Damage Liability(Occurrence Form) patterned after the current $1,000,000 single limit per occurrence, $2,000,000 aggregate for Bodily Injury ISO form Liability and Property Damage Liability. This shall include Premises and Operations; Independent Contractors; Products and Completed Operations and Contractual Liability 4. ® Indemnification To the maximum extent permitted by Florida law, the ContractorNendor/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,to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the ContractorNendor/Consultant or anyone employed or utilized by the ContractorNendor/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. 4. ❑Automobile Liability $ Each Occurrence; Bodily Injury&Property Damage, Owned/Non-owned/Hired;Automobile Included 5. ❑ Other insurance as 0 Watercraft $ Per Occurrence noted: El United States Longshoreman's and Harborworker's Act coverage shall be maintained where applicable to the completion of the work. =4:4 `wAtft 2i '' $ Per Occurrence ❑ Maritime Coverage(Jones Act)shall be maintained where applicable to the completion of the work. $ Per Occurrence ❑Aircraft Liability coverage shall be carried in limits of not less than $5,000,000 each occurrence if applicable to the completion of the Services under this Agreement. $ Per Occurrence 401 ❑ Pollution $ Per Occurrence ❑ Professional Liability $ Per Occurrence • $ 500,000 each claim and in the aggregate • $1,000,000 each claim and in the aggregate • $2,000,000 each claim and in the aggregate ❑ Professional Liability S per claim and in the aggregate • $1,000,000 per claim and in the aggregate August 22, 2016 New Business 7-D(ii) 71 of 80 • $2,000,000 per claim and in the aggregate ❑Valuable Papers Insurance $ Per Occurrence ❑ Employee Dishonesty/Crime S Per Occurrence Including Employee Theft,Funds Transfer Fraud, Include a Joint Loss Payee endorsement naming Collier County. 6. ❑ Bid bond Shall be submitted with proposal response in the form of certified funds, cashiers'check or an irrevocable letter of credit, a cash bond posted with the County Clerk, or proposal bond in a sum equal to 5%of the cost proposal.All checks shall be made payable to the Collier County Board of County Commissioners on a bank or trust company located in the State of Florida and insured by the Federal Deposit Insurance Corporation. 7. 0 Performance and For projects in excess of$200,000, bonds shall be submitted with the Payment Bonds executed contract by Proposers receiving award, and written for 100%of the Contract award amount,the cost borne by the Proposer receiving an award. The Performance and Payment Bonds shall be underwritten by a surety authorized to do business in the State of Florida and otherwise acceptable to Owner; provided, however, the surety shall be rated as"A-"or better as to general policy holders rating and Class V or higher rating as to financial size category and the amount required shall not exceed 5%of the reported policy holders'surplus, all as reported in the most current Best Key Rating Guide, published by A.M. Best Company, Inc. of 75 Fulton Street, New York, New York 10038. 8. ® Vendor shall ensure that all subcontractors comply with the same insurance requirements that he is required to meet. The same Vendor shall provide County with certificates of insurance meeting the required insurance provisions. 9. ® Collier County must be named as"ADDITIONAL INSURED"on the Insurance Certificate for Commercial General Liability where required. 10. ® The Certificate Holder shall be named as Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR Collier County Government, OR Collier County. The Certificates of Insurance must state the Contract Number,or Project Number,or specific Project description, or must read: For any and all work performed on behalf of Collier County. 11. ® Thirty(30) Days Cancellation Notice required. RLC 4/29/2016 Vendor's Insurance Statement We understand the insurance requirements of these specifications and that the evidence of insurability may be required within five(5)days of the award of this solicitation. Name of Firm DiaMonde e.K. Date May 19th, 2016 Vendor Signature 1 c J Print Name Natasa Manic Insurance Agency Signal Iduna Agent Name Adnan Tatlici Telephone Number+49 711 46914530 August 22,2016 New Business 7-D(ii) 72 of 80 SIGNAL IDUNA GID Versicherungsschein SIGNAL IDUNA HHG-Sicherheitspaket Seite 1 Versicherungsnummer 79.687.411/5/002/6500 Versicherungsnehmer Ausgefertigt am 13.02.2016 Diamonde E.K Konigstr. 10b Versicherungsbeginn:01.09.2008, 12 Uhr mittags 70173 Stuttgart Anderungsbeginn: 01.09.2014, 12 Uhr mittags Versicherungsablauf: 01.09.2016, 12 Uhr mittags Risikotrager: SIGNAL IDUNA Allgemeine Versicherung AG, Dortmund Ausfertigungsgrund fur diesen Nachtrag: Beitragsregulierung gema(3§8 Ziff. 2 AHB ab 01.09.2014 Haftpflichtversicherung Gewerbliche Haftpflichtversicherung Versichert ist im bedingungsgemaf3en Umfang die gesetzliche Haftpflicht privatrechtlichen Inhalts des Versiche- rungsnehmers aus den in Versicherung genommenen Risiken. Risikoanschrift: Konigstr. 10b, 70173 Stuttgart Versichertes Risiko: Werbeagentur Deckungs- Nettojahresbeitrag summe in EUR in EUR Betriebs-Haftpflichtversicherung BOrobetrieb (WKZ 1046 00) 6 Personen je 18,32 EUR Es kommt der Mindestbeitrag zur Anwendung 211,56 Deckungssummen: - Personenschaden 2.000.000 - Sachschaden 1.000.000 - VermOgensschaden 100.000 Jahreshochstersatzleistung 3-tach. Weitere Jahreshochstersatzleistun- gen entnehmen Sie bitte den Bedingungen and Klauseln Ihres Vertra- ges. Gesamtbe itrag 211,56 • • SIGNAL IDUNA Gruppe SIGNAL IDUNA Gruppe Hauptverwaltungen SIGNAL Krnnkenversicherung a.G.,Sitz-Dortmund,HR B 2405,AG Dortmund,USI-IdNr.DE 124906350 MN/ gnat-iduna.da,info@sgnal•iduna de rr IDUNA Vereinigte Lobensversicherurg aG tun Handwork.Handel und Gewerbe, Sitz:Hamburg.HR B 2740,AG Hamburg USt-IdNr.DE 118617622 20351 Hamburg •l+r{ SIGNAL Unfallversicherurg a.G.,Sitz:Dortmund.HR B 2220 844121 Dortmund AG Dortmund,USI-IdNr.DE 124906341 Hausanschrift.- 20351 schrift Deutsche,Ring Krankonvarsichorungsroin a.G..Sitz:Hamburg,HR 4673,AG Hamburg.USI-IdNr.DE 118619342 Joseph-Scherer-Str.3 Naue Rabenstr.15-19 SIGNAL IDUNA Allgemeine Versicherung AG.Sitz:Dortmund,HR B 19108.AG Dortmund, 44139 Dortmund 20354 Hamburg USI-IdNr.DE 118617622,VersSt-Nr.9118/810,02229 Telefon 0231 135-0 Telefon 040 4124.0 Vorst.ude:Ulrich Loitormann(Vorsitzender),Martin Berger,Dr.Karl-Josef Brerth.Michael Johrdgk,Dr.Stefan Kutz, Telefax 0231 135-4638 Telefax 040 4124.2958 Clemens Vatter,Prof.Dr.Markus Warg.Vorsitzender der Aufsichtsrate:Reinhold Schulte August 22,2016 New Business 7-D(ii) 73 of 80 SIGNAL IDUNA Generalagentur Roland Sitzler Roland Sitzler,Arnold Cahn-Weg 9,70374 Stuttgart Arnold-Cahn-Weg 9 70374 Stuttgart Tel. 0711/5360131 DIAMONDE Mobil 0172/7200444 Calwer Str. 19 Fax 0711/5302782 e-mail roland.sitzler@signal-iduna.net 70173 Stuttgart 1 24.09.2008 Dear Ms Manic, We herewith confirm that the above mentioned insurance number covers an existing public liability insurance for your company. The limits of liability constitutes for propel € 2.000.000 erty damage € 1.000.000 financial loss € 100.000 Kind-reg d 0001., Rola d Sitz14 i- : 6„3:, ki J August 22, 2016 New Business 7-D(ii) 74 of 80 Colter County Admin'bdlive Services Department Procurement Services D v s:on Attachment 10: Region Declaration Solicitation 16-6611 —International Tourism (Submit Form with Response) Indicate region Discipline Interest with a Index Checkmark 1 Germany and German speaking regions of Europe 2 United Kingdom and Ireland market Interested parties may bid on one or both regionse p oposal for each.both the Germany and UK representation, youmust submit a separat A submission for both regions cannot be combined into one proposal. Signed by: Natasa Manic C-,( Date: May 19th, 2016 Firm's Name: DiaMonde e.K. August 22,2016 New Business 7-D(ii) 75 of 80 Co ler County Email: adamnorthrup@colliergov.net Mt in ServicesDepariment Telephone: (239) 252-6098 Procurement Services Division FAX: (239) 252-6302 .t. $e, ADDENDUM #1 Memorandum Date: May 26, 2016 From: Adam Northrup, Procurement Strategist .k4 �M To: Interested Bidders Subject: Addendum# 1 16-6611 —International Tourism Representation The following clarifications are issued as an addendum identifying the following change (s) for the referenced solicitation: Addition of W-8FCI document to forms. This form will replace the W-9 document from the RFP if your company is a foreign owned company. Clarification: Under this solicitation, cooperative advertising and promotion will be negotiated by the awarded vendor and fees for this service will be included in the "flat annual fee". The charges paid to third parties for the actual advertising and promotion will be paid directly to the third parties by the Collier County CVB. Time extension: The due date for this solicitation has been extended until June 6, 2016, 3:00PM. If you require additional information please post a question on the Online Bidding site or contact me using the above contact information. c: Jack Wert Please sign below d return a copy of this Addendum with your submittal for the above io r Ferenc d solicit . i ig May30th,2016 Date (Signature) J DiaMonde e.K. (Natasa Manic) (Name of Firm) AddendumTemplate Revised:4/15/10 1 4 , August 22,2016 New Business 7-D(ii) 76 of 80 Form W-8ECI Certificate of Foreign Person's Claim That Income Is *,. -f,_, Effectively Connected With the Conduct of a Trade or (Rev.February 2014) Business in the United States OMB No.1545-1621 ►Section references are to the Internal Revenue Code. Department of the Treasury I*Information about Form W-8ECI and its separate instructions is at www.irs.gov/formw8eei. Internal Revenue Service ►Give this form to the withholding agent or payer.Do not send to the IRS. Note.Persons submitting this form must file an annual U.S.income tax return to report income claimed to be effectively connected with a U.S.trade or business(see instructions). , Form: Do not use this form for: W-BEEN InsteaddoW use Form: -E • A beneficial owner solely claiming foreign status or treaty benefits • A foreign government, international organization, foreign central bank of issue, foreign tax-exempt organization, foreign private foundation,or government of a U.S.possession claiming the applicability of section(s)115(2),501(c),892,895.or 1443(b) . . • • W-BEXP Note.These entities should use Form W-8ECI if they received effectively connected income and am not eligible to claim an exemption for chapter 3 or 4 purposes on Form W-BEXP. • A foreign partnership or a foreign trust(unless claiming an exemption from U.S.withholding on income effectively connected with the o 8BE-E conduct of a trade or business in the United States) W-RIMY. • A person acting as an intermediary Note.See instructions for additional exceptions. Part I Identification of Beneficial Owner(see instructions.) 2 Country of incorporation or organization 1 Name of individual or organization that is the beneficial owner Germany DiaMonde e.K.by Natasa Manic 3 Name of disregarded entity receiving the payments(if applicable) Natasa Manic box): 0 Individual ❑Corporation 4 Type of entity(check the appropriate ) ❑Sim le trust ❑Complex trust ❑ Estate ❑Partnership porganization ❑Government ❑Grantor trust ❑Central bank of issue ❑Tax-exempt ❑Private foundation ❑International organization 5 Permanent residence address(street.apt.or suite no..or rural route).Do not use a P.O.box or in-care-of address. Koeniqstr.10b City or town,state or province.Include postal code where appropriate. Country n aniy Stuttgart 70173 6 Business address in the United States(street,apt.or suite no.,or rural route).Do not use a P.O.box or in-care-of address. City or town,state,and ZIP code 7 U.S.taxpayer identification number(required—see instructions) l 8 Foreign tax identifying number DE222067856 ❑SSN or ITIN ❑EIN 9 Reference number(s)(see instructions) 110 Date of birth(MM-DD-YYVY) 09-24.1971 11 Specify each item of income that is,or is expected to be,received from the payer that is effectively connected with the conduct of a trade or business in the United States.(attach statement if necessary) Retainer fee for representation of Collier County in German-speaking markets Reimbursement of out-of-pocket expenses incurred on behalf of Collier County while representing-the latter in Europe Part II Certification Under penalties of penury,I declare that I have examined the information on this form and to the best of my knowledge and belief it is true,correct,and complete.I further certify under penalties of penury that: • I am the beneficial owner(or I am authorized to sign for the beneficial owner)of all the payments to which this form relates, • The amounts for which this certification is provided are effectively connected with the conduct of a trade or business in the United States, • The income for which this form was provided is includible in my gross income(or the beneficial owner's gross income)for the taxable year,and Sign • The beneficial owner is not a U.S.person. Furthermore,I authorize . form to be provided to any withholding agent that has control,receipt,or custody of the payments of which I am the Here beneficial owner or any w. hiblding agent that can disburse or make payments of the amounts of which I am the beneficial owner. I aa�ree that will submit na form within 30_days if any certification made on this form becomesp�nincorrect. i �Q t, . t f rsift A,3A},,(_.__ 05-30-2016 Print name Date(MM-DD-YYYY) Signature of beneficial owner( individual author or the beneficial owner) ❑✓ I certify that I have the capacity to sign for the person identified on line 1 of this form. For Paperwork Reduction Act Notice,see separate instructions. Cat.No.25045D Form W-8ECI (Rev.2-2014) i. August 22,2016 - • m New Business 7-D (ii) 77 of 80 Landeshauptstadt Stuttgart S TU 1T GART *r Amt fOr gffendiche Ordnung • Gewerbe-and GaststSttenbehSrde DIA MONDE eK Eberhardstraae 37 • - KOnigstr. 10 B 70173 Stuttgart Tel.: 0711/216-98905 70173 Stuttgart E-mall: gewerbe.gaststaettenrecht@stuttgart.de Ihr Schreiben Ihr Zeichen Aktenz. Sachbearbeiterrn Telefon Datum Gewerbe- Frau Rapp-Moll 218-98905 19.05.2016 best5tigung Auskunft aus der Gewerbedatei Sehr geehrte Damen and Herren, unsere Gewerbedatei enthalt folgende Eintragungen zum gemeldeten Gewerbe: Gewerbename: DIA MONDE eK - Gesellschaftsform: eingetragenes Einzeluntemehmen(e.K.;e.Kfm.;e.Kfr.) Anz.Ges./lnhaber: 1 Registerort: ' AG Stuttgart Registemummer ' HRA 722594 Betriebsnummer. 20. 0200001589 Hauptniederlassung Anschrift: KBnigstr 10B Tel.: 70173 Stuttgart(Mitte) Fax: E-Mail: Web: Inhaber,Gesellschafter,GeschftftsfOhrer Familienname: Manic Vomame: • Natasa Geschlecht: weiblich Geburtsname: Geburtsdatum: 24.09.1971 Geburtsort: Senta Geburtsiand: Serbien Staatsang.: deutsch Aufenthaitserl.: n.erf. Datum: BehOrde: Befristet: Auflagen: Anschrift: Bubenhaidenstr 53 Tel.: 0711 8879191 70469 Stuttgart(Feuerbach) Fax: E-Mail: Erlaubnis: Nein Datum/BehOrde: Elntritt Datum: 01.03.2002 Anzelge: 01.03.2002 Grund: NeugrOndung des Betriebs Aktuelle Betriebsdaten Aktuelle Anschrift KBnigstr 10B Tel.: 70173 Stuttgart(Mitte) Fax: Beginn d.TOtigkeit: 01.03.2002 Abmeldung: SprSic ereichen uns mit Konto der Stadticasse: Mo, Mi,Fr : SBahn bis Haltestelle Stadtmitte Landesbank Baden-WOrttemberg Di Mi,Fr gcsc -13:00[!hr IBAN:DE28 6005 01010002 0024 08 Di geschlossen UBahn,StraBenbahn and Bus bis Haltestelle oder Rathaus BIC:SOLADEST600 Behi Do 13:00-18:00 Uhr nderttenparkplatz Teff Schwabenzentrutn August 22,2016 New Business 7-D(ii) 78 of 80 - Tetigkeit: Vertretung auslandischer eauf lt)europ8iscien atzmarkt(be ntt de Vermarkttung der touristischen(z.B.Hotels) Anmeldunq Datum: 01.03.2002 Anzeige: .2002 0202,.004.2002 9014049 Anschrift: Waldburgstr. 17-19 Tel.: 07119014049 70563 Stuttgart Fax: E-Mail: . Web: Vertretungsberechtigte PersonBetriebsleiter Name: Vomame: Angemeldete Nebenerwerb: Nein Tatigkeit: Vertretung auslandischer Touristik-Dienstleister(z.B.Hotels)auf dem europaischen Absatzmarkt(beinhaltet die Vermarktung der touristischen Produkte). Betriebsart: Sonstiges Tetige Personen: Keine Erstattet for. eine Hauptniederlassung Grund: NeugrOndung des Betriebs FrOherer Gewerbetr.:ErlaubDatumBehtfrde: n.erf. Datum/BehOrde: • Handwerkskarte: n.erf. • Ummelduna Datum: 27.03.2008 Anzeige: 03.03.2008 Anschrift: Caiwer Str 19 Tel.: 0711-91257610 70173 Stuttgart(Mitte) Fax: E-Mail: Web: Vertretungsberechtigte Person/Betriebsleiter Name: Vomame: FrOhere Betriebsstette Anschrift: Waldburgstr.17-19 Tel.: 07119014049 0711 9014049 70563 Stuttgart Neu ausgeObt: Weiterhin ausgeObt: Vertretung auslandischer Touristik-Dienstleister(z.B.Hotels)auf dem europeischen Absatzmarkt(beinhaltet die Vermarktung der touristischen Produkte). Sonstiges: Betriebsveriegung innerhalb der Gemeinde/Meldebezirk Erlaubnis: n.erf. Datum/BehOrde: Handwerkskarte: n.erf. Datum/BehOrde: Ummelduna Anzeige: 20.09.2010 Datum: 16.08.2010 9 : Anschrift: KOnigstr 10B Tel.: 70173 Stuttgart(Mitte) Fax: E-Mail: Web: , Vertretungsberechtigte PersonBetriebsleiter ' Name: Vorname: FrOhere Betriebsstettei , Anschrift: Calwer Str 19 Tel.: 0711 -91257610 70173 Stuttgart(Mitte) Fax: Neu ausgeObt: Weiterhin ausgeObt: Vertretung auslandischer Touristik-Dienstleister(z.B.Hotels)auf dem europeischen Absatzmarkt(beinhaltet die Vermarktung der touristischen Produkte). Sonstiges: Betriebsverlegung innerhalb der Gemeinde/Meldebezirk Erlaubnis: n.erf. Datum/BehOrde: Handwerkskarte: n.erf. Datum/BehOrde: Hinweis: Sprecbzeiten• SW ereichen uns mit: Konto der Stadtkasse: Mo,Mi,Fr 08:30-13:00 Uhr SBahn bis Haltestelle Stadtmitte Landesbank Baden-Wurttemberg Di geschiossen UBahn,Strafenbahn and Bus bis Hakestelle IBAN:DE28 6005 0101 0002 0024 08 Do Rotebfhl latz(Stadtmitte)oder Rathaus BIC:SOLADEST600 13 00-18:00 Uhr Behindcrtenparkplatz Tie garage Schwabenzentrum • • August 22, 2016 New Business 7-D(ii) Fur die Richtigkeit and Votlstandigkeit der Auskunft wird keine Gewahr Obemommen.FOr eine Auskafef 80 bzgl.des aktuellen oder frUheren Inhabers oder GeschttftsfOhrers einer juristischen Person ist das jeweils zustandige Handelsregister anzufragen.Die Daten dOrfen nur fOr den Zweck verwendet werden,zu dessen Erf011ung sie Obermittelt werden(§18 Abs.4 Landesdatenschutzgesetz Baden-WOrttemberg). Wichtiger Hinweis: Ab sofort steht Ihnen die Moglichkeit zur elektronischen Auskunftserteilung such online unter www.stuttgart.de and dem Service-Link"Online-Dienste",Gewerberegisterauskunft/Gewerbebest8tigung, zur VerfOgung. Mit freundlichen GrO(3en .11p Ihre Landeshauptstadt Stuttgart Das Schrelben wurde elektronlsch erstellt and 1st ohne Unterschrift gtlltig. • Spreehzeite:: Sic ereichen um mit: Konto der Stadtkasse: Mo,Mi,Fr 08:30-13:00 Uhr SBahn bis Haltestelle Stadtmitte Landesbank Baden-WOmemberg Di geschlossen UBahn,StraDenbahn and Bus bis Haltestelle IBus AN:DE28 6005 05500 1 0002 0024 08 Do 13:00-1800 Uhr Behinder a rk ItaatZ t�ef e>chwaabenzentrum ,1 (0D Rg0 IF 2 E Q # L § 77 a ; C 1 U) J a 2 % x t' @ 2 o \ § C ` o. Q w $ J t m a_ � -) @ 0 as #7a. f e = a $ \ § / § 0_ CO E 5 5 ° o 0 - $ 0 / % § Q c c asco2 o. J E z E k R $ % J il//$ f / & s\ c c a o = i� CL / as 2 7 3 E August 22,2016 Old Business 8-A 1 of 15 EXECUTIVE SUMMARY Tourist Development Tax FY16 Third Quarter Financial Review OBJECTIVE: Review of Tourist Development Tax funds FY16 third Quarter budget to actual financial reports. CONSIDERATIONS: The financial position of all funds that the Tourist Development Council (TDC) oversees is reviewed on a quarterly basis in accordance with County Ordinance 92-60. The attached report is presented in a budget to actual format. This format is derived from the County's SAP financial accounting system. The 3`1 quarter report (April 1- June 30, 2016) represents the financial budget to actual activity in the eight TDC funds. The first two pages provide a condensed summary of all TDC funds in an expense/revenue category format. The more detailed report follows. In the detail report the two capital funds, Beach Park Facilities Fund (183) and Beach Renourishment Fund (195)are organized in a project format. The balance of the funds, TDC Marketing and Promotions (184), Beach Renourishment Operations (185), TDC Museum Grants (193), TDC Program Management (194), TDC Catastrophe Recovery Fund (196), and Museum (198) are presented in an operating expense category format. Project Funds (183 and 195) do not necessarily expend funds in a regular monthly series. These funds are best reviewed on a project-by-project basis focusing on progressing through project cycle milestones and achieving individual project schedules. Operating Funds conforming to a typical operating budget, Beach Renourishment Operations (185), TDC Program Management (194) and Museum (198), are expending funds consistent with budget. Expenditures in Fund (184), TDC Marketing and Promotions,is tracking a bit slower than budgeted due to lagging payments for advertising and marketing services. Fund (196), the TDC Catastrophe Recovery fund, was developed with a substantial transfer of additional category B funding from Promotion Fund (184). Additional review of Ordinance 92- 60, as amended suggests that the more appropriate course is to leave these funds in Promotion Fund(184). TDC Museum Fund (193) presently includes a commitment (purchase order) for $40,000 to the Holocaust Museum. The commitment will become an expenditure upon receipt of a payment request and payment. All the tourist tax funds are in balance, and the expenditures are in line with the FY 16 County Commission approved budget for the Tourism Division. Annual Tourist Development Tax revenue, see monthly Revenue Report, is forecast to be $21.6 million on a budget of $19.6 million. FISCAL IMPACT: This item is for review and comment with no financial impact. RECOMMENDATION: Staff requests the TDC review the 3`1 Quarter Financial report. This item is for information only. SUBMITTED BY: Jack Wert,Tourism Director August 22, 2016 Old Business 8-A 2 of 15 Tourist Development Tax Funded Funds 3rd Quarter FY16 Expense & Revenue Summary Repoli Expense Fund I Comm Item Adopted Budget Amended Budget Commitment Actual Available %Enc/Act "**Grand Total-Fundi CI 66,054,100.00 75,104,448.40 4,996,499.12 14,444,355.63 55,663,593.65 25.9% ** 183 TDC BEACH PARK FAC 9,896,700.00 14,760,300.99 310,407 1,302,766.50 13,147,127.15 10.9% * OPERATING EXPENSE 536,600.00 611,440.93 150,025.35 113,556.28 347,859.30 43.1% " CAPITAL OUTLAY 672,000.00 4,382,281.06 160,381.99 573,247.44 3,648,651.63 16.7% * GRANTS AND DEBT SERVICE 600,000.00 600,000.00- n/a * TRANSFERS 60,000.00 370,000.00 370,000.00 0.0% * TRANSFER CONST 20,000.00 20,000.00 15,962.78 4,037.22 79.8% * RESERVES 8,608,100.00 9,376,579.00 9,376,579.00 0.0% ** 184 TDC TOURISM PROMO 13,432,000.00 14,010,779.27 3,016,273 6,001,710.61 4,992,795.45 64.4% * OPERATING EXPENSE 9,352,600.00 10,426,479.27 3,016,273.21 5,876,529.78 1,533,676.28 85.3% * TRANSFERS 3,432,500.00 3,432,500.00 3,432,500.00 0.0% * TRANSFER CONST 137,600.00 151,800.00 125,180.83 26,619.17 82.5% * RESERVES 509,300.00 n/a ** 185 TDC-BEACH REN OPS 742,600.00 742,600.00 100,477 457,716.51 184,406.29 75.2% * PERSONAL SERVICE 546,100.00 546,100.00 21,890.50 367,857.09 156,352.41 71.4% * OPERATING EXPENSE 162,800.00 160,550.00 78,586.70 80,118.88 1,844.42 98.9% * CAPITAL OUTLAY 2,250.00 2,240.54 9.46 99.6% * TRANSFERS 10,000.00 10,000.00 7,500.00 2,500.00 75.0% * RESERVES 23,700.00 23,700.00 23,700.00 0.0% ** 193;-TDC-MUSEUM 1,822,200.00 1,822,200.00 40,000 9,194.93 1,773,005.07 2.7% * OPERATING EXPENSE 700.00 700.00 700.00 100.0% * GRANTS AND DEBT SERVICE 40,000.00 40,000.00 40,000.00 100.0% * TRANSFER CONST 9,300.00 10,300.00 8,494.93 1,805.07 82.5% j * RESERVES 1,772,200.00 1,771,200.00 1,771,200.00 0.0% ** 194 TDC-PROMOTION/SPEC 2,165,800.00 2,168,073.14 109,518 1,024,293.69 1,034,261.16 52.3% * PERSONAL SERVICE 1,017,500.00 1,017,500.00 42,793.50 703,467.88 271,238.62 73.3% * OPERATING EXPENSE 484,100.00 481,673.14 66,632.77 275,969.49 139,070.88 71.1% * CAPITAL OUTLAY 4,000.00 4,000.00 92.02 3,423.00 484.98 87.9% * TRANSFERS 631,400.00 631,400.00 631,400.00 0.0% * TRANSFER CONST 45,500.00 50,200.00 41,433.32 8,766.68 82.5% * RESERVES 16,700.00- 16,700.00- 16,700.00- 0.0% ** 195 TDC-BEACH RENOUR 31,036,400.00 34,641,095.00 1,2,645 3,833,057.19 29,516,392.94 14.8 * PERSONAL SERVICE 14,483.70 14,483.70 0.0% * OPERATING EXPENSE 3,090,900.00 4,574,372.08 643,271.75 2,945,012.11 986,088.22 78.4% * CAPITAL OUTLAY 3,079,000.00 5,507,944.22 648,373.12 90,123.02 4,769,448.08 13.4% * TRANSFERS 923,900.00 923,900.00 666,625.00 257,275.00 72.2% * TRANSFER CONST 145,000.00 159,300.00 131,297.06 28,002.94 82.4% * RESERVES 23,797,600.00 23,461,095.00 23,461,095.00 0.0% ** 196 TDC-DISASTER RECOV 4,208,800.00 4,208,800.00 100.00 4,208,700.00 0.0% * OPERATING EXPENSE 100.00 100.00 100.00 100.0% * TRANSFERS 12,000.00 12,000.00 12,000.00 0.0% * RESERVES 4,196,700.00 4,196,700.00 4,196,700.00 0.0% ** 198 MUSEUM 2,749,600.00 2,750,600.00 128,178 1,815,516.20 806,905.59 70.7% * PERSONAL SERVICE 1,121,300.00 1,070,700.00 55,400.00 671,134.61 344,165.39 67.9% * OPERATING EXPENSE 759,200.00 809,200.00 72,778.21 664,379.13 72,042.66 91.1% * CAPITAL OUTLAY 2,000.00 2,000.00 1,141.00 859.00 57.1% * TRANSFERS 592,800.00 592,800.00 444,600.00 148,200.00 75.0% * TRANSFER CONST 40,400.00 42,000.00 34,261.46 7,738.54 81.6% * RESERVES 233,900.00 233,900.00 233,900.00 0.0% H.\ENF\Divisions\TDC\Financial Reports\FY2016\Qtr 3\FY16 Qtr3 SAP Reports-Excel.xlsx August 22, 2016 Old Business 8-A 3 of 15 Tourist Development Tax Funded Funds 3rd Quarter FY16 Expense & Revenue Summary Report Revenue Fund/Comm Item Adopted Budget Amended Budget Commitment Actual Available %Enc/Act ***Grand Total-Fund/CI 66,054,100.00- 75,104,448.40- 19,370,932.36- 55,733,516.04- 25.8% ** 183 TDC BEACH PARK FAG 9,896,700.00- 14,760,300.99- 13,538,656.83- 1,221,644.16- 91.7% * REVENUE-OPERATING Sub- 937,600.00- 937,600.00- 896,456.83- 41,143.17- 95.6% * CONTRIBUTION AND TRANSFE 8.959,100.00- 13,822,700.99- 12,642,200.00- 1,180,500.99- 91.5% ** 184 TDC TOUfM PROMO 13,432,000.00- 14,010,779.27- 15,172,717.80- 1061,938.53 108.3% * REVENUE-OPERATING Sub- 6,911,900.00- 6,936,900.00- 6,356,417.80- 580,482.20- 91.6% * CONTRIBUTION AND TRANSFE 6,520,100.00- 7,073,879.27- 8,816,300.00- 1,742,420.73 124.6% ** 185 TDC-BEACH REN OPS 742,600.00- 742,600.00- 581,614.69- 160,985.31- 78.3% * REVENUE-OPERATING Sub- 300.00- 300.00- 1,589.69- 1,289.69 529.9% * CONTRIBUTION AND TRANSFE 742,300.00- 742,300.00- 580,025.00- 162,275.00- 78.1% ** 193 TDC-MUSEUM 1,822,200.00- 1,822,200.00- 1,925,620.51- 103,420.51 105.7% * REVENUE-OPERATING Sub- 473,000.00- 473,000.00- 437,495.51- 35,504.49- 92.5% * CONTRIBUTION AND TRANSFE 1,349,200.00- 1,349,200.00- 1,488,125.00- 138,925.00 110.3% ** 194 TDC-PROMOTION/SPEC 2,165,800.00- 2,168,073.14- 2,071,145.06- 96,928.08- 95.5% * REVENUE-OPERATING Sub- 2,279,800.00- 2,279,800.00- 2,079,445.06- 200,354.94- 91.2% * CONTRIBUTION AND TRANSFE 114,000.00 111,726.86 8,300.00 103,426.86 7.4% ** 195 TDC-BEACH RENOUR 31,036,400.00- 34,641,095.00- 35,638,308.84- 997,213.84 102.9% * REVENUE-OPERATING Sub- 7,308,100.00- 7,308,100.00- 7,235,908.84- 72,191.16- 99.0% * CONTRIBUTION AND TRANSFE 23,728,300.00- 27,332,995.00- 28,402,400.00- 1,069,405.00 103.9% ** 196 TDC-DISASTER RECOV 4,208,800.00- 4,208,800.00- 776,879.85- 3,431,920.15- 18.5% * REVENUE-OPERATING Sub- 12,000.00- 12,000.00- 11,879.85- 120.15- 99.0% * CONTRIBUTION AND TRANSFE 4,196,800.00- 4,196,800.00- 765,000.00- 3,431,800.00- 18.2% ** 198 MUSEUM 2,749,600.00- 2,750,600.00- 2,550,788.78- 199,811.22- 92.7/ * REVENUE-OPERATING Sub- 1,945,900.00- 1,946,900.00- 1,744,388.78- 202,511.22- 89.6% * CONTRIBUTION AND TRANSFE 803,700.00- 803,700.00- 806,400.00- 2,700.00 100.3% H:\ENF\Divisions\TDC\Financial Reports\FY2016\Qtr 3\FY16 Qtr3 SAP Reports-Excel.xisx August 22, 2016 Old Business 8-A 4 of 15 Tourist Development Tax Funded Funds FY16 3rd Quarter Expense & Revenue Report Fund Prog/Corn Item-Expense Adopted Budget Amended Budget Commitment Actual Available %Enc/Act 183 TDC Beach Park Facilities Fund-3rd Qtr 9,896,700.00 14,760,300.99 310,407.34 1,302,766.50 13,147,127.15 10.9% ** 31183 Operating Fund 183 11,600.00 11,600.00 11,600.00 100.0% * OPERATING EXPENSE 11,600.00 11,600.00 11,600 00 ** 80141 Rem Vand Beach Acc 225,000.00 225,000.00 0.0% * CAPITAL OUTLAY 225,000.00 225,000.00 ** 80143 Delnor Park Entran 750,000.00 9,536.89 12,663.11 727,800.00 3.0% * OPERATING EXPENSE 9,536.89 12,663.11 22,200.00- * CAPITAL OUTLAY 750,000.00 750,000.00 ** 80187 CB TumaroundFacil * OPERATING EXPENSE * CAPITAL OUTLAY ** 80194 BF Park Drainage I 280,000.00 3,555.00 1,445.00 275,000.00 1.8% * OPERATING EXPENSE 3,555.00 1,445.00 5,000.00- * CAPITAL OUTLAY 280,000.00 280,000.00 ** 80242 Barefoot Beach ADA 163,120.00 9,072.22 42,224.78 111,823.00 31.4% * OPERATING EXPENSE 9,072.22 18,726.10 27,798.32- * CAPITAL OUTLAY 163,120.00 23,498.68 139,621.32 ** 80243 Wildlife Proof Can 60,000.00 60,000.00 58,803.00 1,197.00 98.0% * OPERATING EXPENSE 58,803.00 58,803.00- * CAPITAL OUTLAY 60,000.00 60,000.00 60,000.00 ** 80244 Clam Pass EZ Paddl 28,000.00 2,815.00 5,080.00 20,105.00 28.2% * OPERATING EXPENSE * CAPITAL OUTLAY 28,000.00 2,815.00 5,080.00 20,105.00 ** 80246 Tigertail Bch Towe 198,986.11 150,514.25 48,471.86 75.6% * OPERATING EXPENSE 1,994.66 1,433.50 561.16 * CAPITAL OUTLAY 196,991.45 149,080.75 47,910.70 ** 80291 Naples Pier Restro 600,000.00 600,000.00 100.0% * CAPITAL OUTLAY 600,000.00 600,000.00 * GRANTS AND DEBT SERVICE 600,000.00 600,000.00- ** 80292 EXOTIC REMOVAL 5,000.00 n/a * OPERATING EXPENSE 5,000.00 ** 80330 BarefootBch Bwalk 200,000.00 200,000.00 3,619.60 6,380.40 190,000.00 5.0% * OPERATING EXPENSE 3,619.60 6,380.40 10,000.00- * CAPITAL OUTLAY 200,000.00 200,000.00 200,000.00 ** 80331 Beach Wheel Chairs 12,000.00 12,000.00 ' 12,000.00 0.0% * CAPITAL OUTLAY 12,000.00 12,000.00 12,000.00 ** 80332 Clam Pass Restroom 300,000.00 300,000.00 3,440.00 11,560.00 285,000.00 5.0% * OPERATING EXPENSE 3,440.00 11,560.00 15,000.00- * CAPITAL OUTLAY 300,000.00 300,000.00 300,000.00 ** 80333 ClamPass Brdwlk Re 100,000.00 100,000.00 100,000.00 0.0% * OPERATING EXPENSE 100,000.00 100,000.00 100,000.00 ** 80334 ClamPass Trim Mang 50,000.00 50,000.00 6,700.00 43,300.00 13.4% * OPERATING EXPENSE 50,000.00 50,000.00 6,700.00 43,300.00 ** 80335 N Gulf Shore Acces 40,000.00 40,000.00 3,550.50 5,319.50 31,130.00 22.2% * OPERATING EXPENSE 40,000.00 40,000.00 3,550.50 5,319.50 31,130.00 ** 80336 S Marco Parking Lo 90,000.00 90,000.00 2,480.00 2,415.00 85,105.00 5.4% * OPERATING EXPENSE 90,000.00 90,000.00 2,480.00 2,415.00 85,105.00 ** 80337 S Marco Boardwalk * OPERATING EXPENSE ** 80338 Tigertail Entr Imp * OPERATING EXPENSE ** 80339 Vand Park Restripi * OPERATING EXPENSE ** 80340 BEACH SECURITY CAM * CAPITAL OUTLAY ** 88038 Tigertail Beach Ba * OPERATING EXPENSE * CAPITAL OUTLAY 110,000.00 110,000.00 1,910.00 1,820.00 106,270.00 3.4% 110,000.00 110,000.00 1,910.00 1,820.00 106,270.00 50,000.00 50,000.00 50,000.00 0,0% 50,000.00 50,000.00 50,000.00 80,000.00 80,000.00 80,000.00 0.0 80,000.00 80,000.00 80,000.00 100,000.00 100,000.00 100,000.00 0.0% 100,000.00 100,000.00 100,000.00 200,000.00 520.20 3,479.80 196,000.00 2.0% 520.20 3,479.80 4,000.00- 200,000.00 200,000.00 ** 88039 Seagate Bathroom S * OPERATING EXPENSE 48,992.50 340.00 48,652.50 0.7% 340.00 340.00- CAPITAL OUTLAY 48,992.50 48,992.50 ** 88040 ClamPass Piling In 28,907.18 3,680.00 25,227.18 12.7% * OPERATING EXPENSE 28,907.18 3,680.00 25,227.18 ** 88041 Clam Pass Concessi 93,419.20 20,391.70 1,783.95 71,243.55 23.7% * OPERATING EXPENSE 22,175.65 20,391.70 1,783.95 * CAPITAL OUTLAY 71,243.55 71,243.55 ** 88042 CP Derelict Materi 25,000.00 25,000.00 0.0% * OPERATING EXPENSE 25,000.00 25,000.00 ** 88043 CP Parking Renovat 475,000.00 27,702.80 27,381.20 419,916.00 11.6% * OPERATING EXPENSE 27,702.80 27,381.20 55,084.00- * CAPITAL OUTLAY 475,000.00 475,000.00 H:\ENF\Divisions\TDC\Financial Reports\FY2016\Qtr 3\FY16 Qtr3 SAP Reports-Excel.xlsx x NIIIIIMIIINMBMIIIIMIIIMIMMMMIINOIIIMIUIIIIIIMF— .. August 22, 2016 Old Business 8-A 5 of 15 Tourist Development Tax Funded Funds FY16 3rd Quarter Expense &Revenue Report ** 88044 CP Bdwalk Ren 16 650,000.00 138,303.99 396,096.73 115,599.28 82.2% * OPERATING EXPENSE 508.72 508.72- * CAPITAL OUTLAY 650,000.00 138,303.99 395,588.01 116,108.00 ** 90046 Vanderbilt Restroo 3,697.03 1,763.44 1,933.59 47.7% * OPERATING EXPENSE 1,763.44 1,763.44 * CAPITAL OUTLAY 1,933.59 1,933.59 ** 90093 Tigertail Restroom 19,999.97 19,263.00 736.97 96.3% * CAPITAL OUTLAY 19,999.97 19,263.00 736.97 ** 99183 Fund 183 Res/Xfers 8,688,100.00 9,766,579.00 15,962.78 9,750,616.22 0.2% * TRANSFERS 60,000.00 370,000.00 370,000.00 * TRANSFER CONST 20,000.00 20,000.00 15,962.78 4,037.22 * RESERVES 8,608,100.00 9,376,579.00 9,376,579.00 Commit Item/Fund Ctr-Revenue Adopted Budget Amended Budget Commitment Actual Available %Enc/Act ** 183 TDC BEACH PARK FAC 9,896,700.00- 14,760,300.99- 13,538,656.83- 1,221,644.16- 91.7% * REVENUE-OPERATING Sub- 937,600.00- 937,600.00- 896,456.83- 41,143.17- 95.6% * 314300 3%TOURIST DEVEL 877,600.00- 877,600.00- 798,138.78- 79,461.22- * 361170 OVERNIGHT INTERE 3,027.32- 3,027.32 * 361180 INVESTMENT INTER 60,000.00- 60,000.00- 95,257.76- 35,257.76 * 361320 INTEREST TAX COL 32.97- 32.97 * CONTRIBUTION AND TRANSFE 8,959,100.00- 13,822,700.99- 12,642,200.00- 1,180,500.99- 91.5% * 489200 CARRY FORWARD GE 9,006,100.00- 9,006,100.00- 12,642,200- 3,636,100.00 * 489201 CARRY FORWARD OF 4,863,600.99- 4,863,600.99- * 489900 NEG 5%EST REV 47,000.00 47,000.00 47,000.00 H:\ENF\Divisions\TDC\Financial Reports\FY2016\Qtr 3\FY16 Qtr3 SAP Reports-Excel.xlsx August 22, 2016 Old Business 8-A 6 of 15 Tourist Development Tax Funded Funds FY16 3rd Quarter Expense& Revenue Report Fund Prog I Com Item-Expense Adopted Budget Amended Budget Commitment Actual Available %Enc/Act ** 184 TDC TOURISM PROMO 13,432,000.00 14,010,779.27 3,016,273.21 6,001,710.61 4,992,795.45 64.4% ** 101543 TDC TOURISM PROMO 9,352,600.00 10,426,479.27 3,016,273 5,876,529.78 1,533,676.28 85.3% * OPERATING EXPENSE 9,352,600.00 10,426,479.27 3,016,273 5,876,529.78 1,533,676.28 85.3% 634211 IT BILLING HOUR 300.00 300.00 300.00 634970 INDIRECT COST R 61,700.00 61,700.00 61,700.00 634980 INTERDEPT PAYME 100,000.00 100,000.00 100,000.00 634999 OTHER CONTRACTU 2,226,500.00 2,797,576.77 744,407.78 1,704,154.52 349,014.47 640300 TRAVEL PROF DEV 210,100.00 210,100.00 10,000.00 119,670.49 80,429.51 645100 INSURANCE GENER 28,600.00 28,600.00 7,150.00 21,450.00 647110 PRINTING AND OR 5,300.00 5,300.00 5,300.00 648170 MARKETING AND P 6,381,100.00 6,883,902.50 2,254,715.43 3,803,371.66 825,815.41 648174 REGISTRATION FE 339,000.00 339,000.00 166,160.99 172,839.01 649000 SALES TAX EXPEN 22.12 22.12- ** 919010 RESERVES-BOARD 509,300.00 n/a * RESERVES , 509,300.00 n/a IIIIIMIM991000 RESERVE FOR CON 109,300.00 991300 RESTRICTED FOR 400,000.00 ** 929010 INTERFUND TRAN BC 3,432,500.00 3,432,500.00 ;' 3,432,500.00 0.0% * TRANSFERS 3,432,500.00 3,432,500.00 ' 3,432,500.00 0.0% 911960 TRANS TO 196 EC 3,432,500.00 3,432,500.00 3,432,500.00 ** 959010 TRANSFERS-ELECT 137,600.00 151,800.00 1125,180.83 26,619.17 82.5% * TRANSFER CONST 137,600.00 151,800.00 125,180.83 26,619.17 930700 TC BUDGET TRANS 137,600.00 151,800.00 125,180.83 26,619.17 Commit Item/Fund Ctr-Revenue Adopted Budget Amended Budget Commitment Actual Available %Enc/Act ** 184 TDC TOURISM PROMO 13,432,000.00- 14,010,779.27- 15,172,717.80- 1,161,938.53 108.3% ** REVENUE-OPERATING Sub-T 6,911,900.00- 6,936,900.00- 6,356,417.80- 580,482.20- 91.6% * 314300 3%TOURIST DEVEL 6,881,900.00- 6,881,900.00- 6,259,041.46- 622,858.54- * 361170 OVERNIGHT INTERE 1,831.77- 1,831.77 * 361180 INVESTMENT INTER 30,000.00- 30,000.00- 54,625.04- 24,625.04 * 361320 INTEREST TAX COL 49.95- 49.95 * 366900 CONTRIBUTIONS P 25,000.00- 25,000.00- * 369300 REIMB FOR PY EXP 23,915.61- 23,915.61 * 369801 REIMB CHILD DEP 200.00- 200.00 * 369802 REIMB FOR CURREN 16,753.97- 16,753.97 ** CONTRIBUTION AND TRANSFER 6,520,100.00- 7,073,879.27- 8,816,300.00- 1,742,420.73 124.6% * 481183 TRANS FRM 183 BE 60,000.00- 60,000.00- 60,000.00- * 481194 TRANS FRM 194 TD 631,400.00- 631,400.00- 631,400.00- * 481195 TRANS FRM 195 TD 90,000.00- 90,000.00- 90,000.00- * 481196 TRANS FRM 196 TD 12,000.00- 12,000.00- 12,000.00- * 486700 TRANS FROM TAX C * 489200 CARRY FORWARD GE 6,072,300.00- 6,072,300.00- 8,816,300- 2,744,000.00 * 489201 CARRY FORWARD OF 553,779.27- 553,779.27- " 489900 NEG 5%EST REV 345,600.00 345,600.00 345,600.00 H:\ENF\Divisions\TDC\Financial Reports\FY2016\Qtr 3\FY16 0tr3 SAP Reports-Excel.xlsx • August 22, 2016 Old Business 8-A 7 of 15 Tourist Development Tax Funded Funds FY16 3rd Quarter Expense&Revenue Report Fund Prog I Corn Item-Expense Adopted Budget Amended Budget Commitment Actual Available %Enc/Act ** 185 TDC-BEACH REN OPS 742,600.00 742,600.00 100,477.20 457,716.51 184,406.29 75.2% ** PERSONAL SERVICE 546,100.00 546,100.00 21,891 367,857.09 156,352.41 71.4% * 512100 REGULAR SALARIES 355,586.00 355,586.00 237,200.96 118,385.04 110405 BEACH ENGINEER! 355,586.00 355,586.00 237,200.96 118,385.04 * 512600 ER 457 1,000.00 1,000.00 1,000.00 * 513100 OTHER SALARIES A 29,100.00 29,100.00 20,465.06 8,634.94 * 514100 OVERTIME 313.18 313.18- * 515000 VACATION SELL-BA 1,582.00 1,582.00 1,582.00 * 518100 TERMINATION PAY 2,944.19 2,944.19- * 519100 RESERVE FOR SALA 9,136.00 9,136.00 9,136.00 * 521100 SOCIAL SECURITY 30,328.00 30,328.00 19,658.05 10,669.95 * 522100 RETIREMENT REGUL 31,806.00 31,806.00 20,604.15 11,201.85 * 523150 HEALTH INSURANCE 78,600.00 78,600.00 19,650.00 58,950.00 * 523152 DENTAL INSURANCE 2,940.00 2,940.00 735.00 2,205.00 * 523153 SHORT TERM DISAB 540.00 540.00 135.00 405.00 * 523154 LONG TERM DISABI 1,140.00 1,140.00 285.00 855.00 * 523160 LIFE INSURANCE 1,342.00 1,342.00 335.50 1,006.50 * 524100 WORKERS COMPENSA 3,000.00 3,000.00 750.00 2,250.00 ** OPERATING EXPENSE 162,800.00 160,550.00 78,587 80,118.88 1,844.42 98.9% * 634207 IT CAP ALLOCAT 2,400.00 2,400.00 600.00 1,800.00 * 634210 IT OFFICE AUTOMA 15,500.00 15,500.00 3,875.00 11,625.00 * 634970 INDIRECT COST RE 45,200.00 45,200.00 45,200.00 * 634980 INTERDEPT PAYMEN 70,000.00 70,000.00 70,000.00 949.50 949.50- * 634999 OTHER CONTRACTUA 4,800.00 2,550.00 853.87 746.13 950.00 * 639964 STORAGE CONTRACT 400.00 400.00 144.00 256.00 * 640300 TRAVEL PROF DEV 2,000.00 2,000.00 2,918.34 918.34- * 641230 TELEPHONE ACCESS 1,800.00 1,800.00 1,270.89 529.11 * 641700 CELLULAR TELEPHO 3,900.00 3,900.00 1,956.72 1,543.28 400.00 * 641900 TELEPHONE SYSTEM 400.00 400.00 102.40 297.60 * 641950 POST FREIGHT UPS 500.00 500.00 34.19 176.38 289.43 * 644620 LEASE EQUIPMENT 2,200.00 2,200.00 729.36 1,783.57 312.93- * 647110 PRINTING AND OR 500.00 500.00 500.00 * 649010 LICENSES AND PER 200.00 200.00 200.00 * 651110 OFFICE SUPPLIES 3,500.00 3,500.00 161.56 2,338.44 1,000.00 * 651210 COPYING CHARGES 200.00 200.00 200.75 39.25 40.00- * 652110 CLOTHING AND UNI 300.00 300.00 116.34 183.66 * 652140 PERSONAL SAFETY 200.00 200.00 267.73 67.73- * 652910 MINOR OPERATING * 652990 OTHER OPERATING 500.00 500.00 175.25 203.75 121.00 * 654110 BOOKS PUB SUBS 200.00 200.00 7,119.88 6,919.88- * 654210 DUES AND MEMBER 6,600.00 6,600.00 6,600.00 * 654360 OTHER TRAINING E 1,500.00 1,500.00 1,774.00 274.00- ** CAPITAL OUTLAY 2,250.00 2,240.54 9,46 99.6% * 764900 DATA PROCESSING 2,250.00 2,240.54 9.46 * 764990 OTHER MACHINERY ** TRANSFERS 10,000.00 10,000.00 7,500.00 2,500.00 75.0% * 911130 TRANS TO 113 COM 10,000.00 10,000.00 7,500.00 2,500.00 ** RESERVES 23,700.00 23,700.00 23,700.00 0.0% * 991000 RESERVE FOR CONT 23,700.00 23,700.00 23,700.00 Commit Item/Fund Ctr-Revenue Adopted Budget Amended Budget Commitment Actual Available %Enc/Act ** 185 TDC-BEACH REN OPS 742,600.00- 742,600.00- 581,614.69- 160,985.31- 78.3% ** REVENUE-OPERATING Sub-T 300.00- 300.00- 1,589.69- 1,289.69 529.9% * 361170 OVERNIGHT INTERE 47.52- 47.52 * 361180 INVESTMENT INTER 300.00- 300.00- 1,542.17- 1,242.17 ** CONTRIBUTION AND TRANSFER 742,300.00- 742,300.00- 580,025.00- 162,275.00- 78.1% * 481195 TRANS FRM 195 TD 669,100.00- 669,100.00- 501,825.00- 167,275.00- * 489200 CARRY FORWARD GE 73,200.00- 73,200.00- 78,200- 5,000.00 H\ENF\Divisions\TDC\Financial Reports\FY2016\Qtr 3\FY16 053 SAP Reports-Excel.xlsx August 22, 2016 j Old Business 8-A 8 of 15 Tourist Development Tax Funded Funds FY16 3rd Quarter Expense & Revenue Report 'Fund Prog I Corn Item-Expense Adopted Budget Amended Budget Commitment Actual Available %Enc/Act ** 193 TDC-MUSEUM 1,822,200.00 1,822,200.00 40,000.00 9,194.93 1,773,005.07 2.7% ** OPERATING EXPENSE 700.00 700.00 700.00 100.0% * 634970 INDIRECT COST RE 700.00 700.00 700.00 ** GRANTS AND DEBT SERVICE 40,000.00 40,000.00 40,000 _ 100.0 * 882100 REMITT PRIVATE 0 40,000.00 40,000.00 40,000.00 ** TRANSFER CONST 9,300.00 10,300.00 1 8,494.93 1,805.07 82.5% * 930700 TC BUDGET TRANS 9,300.00 10,300.00 8,494.93 1,805.07 ** RESERVES 1,772,200.00 1,771,200.00 1,771,200.00 0.0% * 991300 RESTRICTED FOR U 1,772,200.00 1,771,200.00 1,771,200.00 Commit Item/Fund Ctr-Revenue Adopted Budget Amended Budget Commitment Actual Available %Enc/Act ** 193 TDC-MUSEUM 1,822,200.00- 1,822,200.00- 1,925,620.51- 1,279,179.49- 105.7% ** REVENUE-OPERATING Sub-T 473,000.00- 473,000.00- 437,495.51- 35,504.49- 92.5% * 314300 3%TOURIST DEVEL 467,000.00- 467,000.00- 424,746.82- 42,253.18- * 361170 OVERNIGHT INTERE 409.45- 409.45 * 361180 INVESTMENT INTER 6,000.00- 6,000.00- 11,608.90- 5,608.90 * 361320 INTEREST TAX COL 730.34- 730.34 ** CONTRIBUTION AND TRANSFER 1,349,200.00- 1,349,200.00- 1,488,125.00- 138,925.00 110.3% * 481198 TRANS FRM 198 MU 140,700.00- 140,700.00- 105,525.00- 35,175.00- * 486700 TRANS FROM TAX C * 489200 CARRY FORWARD GE 1,232,300.00- 1,232,300.00- 1,382,600- 150,300.00 * 489900 NEG 5%EST REV 23,800.00 23,800.00 23,800.00 H:\ENF\Divisions\TDC\Financial Reports\FY2016\Qtr 3\FY16 Qtr3 SAP Reports-Exoelxlsx I August 22, 2016 Old Business 8-A 9 of 15 Tourist Development Tax Funded Funds FY16 3rd Quarter Expense& Revenue Report Fund Prog/Corn Item-Expense Adopted Budget Amended Budget Commitment Actual Available %Enc/Act ** 194 TDC-PROMOTION/SPEC 2,165,800.00 2,168,073.14 109,518.29 1,024,293.69 1,034,261.16 52.3% ** PERSONAL SERVICE 1,017,500.00 1,017,500.00 42,794 703,467.88 271,238.62 73.3% * 512100 REGULAR SALARIES 694,073.00 694,073.00 478,068.82 216,004.18 * 512500 AUTO USE BENEFIT 810.00 810.00- * 512600 ER 457 3,500.00 3,500.00 2,650.00 850.00 * 513100 OTHER SALARIES A 1.00 1.00 6,830.52 6,829.52- * 514100 OVERTIME 403.12 403.12- * 515000 VACATION SELL-BA 7,232.00 7,232.00 7,232.00 * 518100 TERMINATION PAY 1,595.69 1,595.69- * 519100 RESERVE FOR SALA 15,414.00 15,414.00 15,414.00 * 521100 SOCIAL SECURITY 54,633.00 54,633.00 35,401.20 19,231.80 * 522100 RETIREMENT REGUL 71,473.00 71,473.00 47,933.03 23,539.97 * 523150 HEALTH INSURANCE 157,200.00 157,200.00 39,300.00 117,900.00 * 523152 DENTAL INSURANCE 5,880.00 5,880.00 1,470.00 4,410.00 * 523153 SHORT TERM DISAB 1,080.00 1,080.00 270.00 810.00 * 523154 LONG TERM DISABI 2,280.00 2,280.00 570.00 1,710.00 * 523160 LIFE INSURANCE 2,634.00 2,634.00 658.50 1,975.50 * 524100 WORKERS COMPENSA 2,100.00 2,100.00 525.00 1,575.00 * 528100 ALLOWANCES MOVIN 1,395.00 1,395.00- ** OPERATING EXPENSE 484,100.00 481,673.14 66,633 275,969.49 139,070.88 71.1% * 631820 CLERK OF BOARDS 3,800.00 3,800.00 2,744.58 1,055.42 " 634207 IT CAP ALLOCAT 4,900.00 4,900.00 1,225.00 3,675.00 * 634210 IT OFFICE AUTOMA 29,900.00 29,900.00 7,475.00 22,425.00 * 634970 INDIRECT COST RE 54,300.00 54,300.00 54,300.00 * 634980 INTERDEPT PAYMEN 1.00 1.00 1.00 * 634999 OTHER CONTRACTUA 177,699.00 175,272.14 39,671.61 69,145.11 66,455.42 * 639964 STORAGE CONTRACT 800.00 800.00 285.75 514.25 * 640200 MILEAGE REIMBURS 9,000.00 9,000.00 1,611.39 7,388.61 * 640300 TRAVEL PROF DEV 25,000.00 25,000.00 11,108.83 13,891.17 * 640410 MOTOR POOL RENTA 200.00 200.00 2,218.81 2,018.81- * 641230 TELEPHONE ACCESS 2,800.00 2,800.00 3,577.44 777.44- * 641700 CELLULAR TELEPHO 4,800.00 4,800.00 9,023.68 4,223.68- * 641900 TELEPHONE SYSTEM 2,300.00 2,300.00 303.73 1,996.27 * 641950 POST FREIGHT UPS 14,400.00 14,400.00 2,783.08 4,892.38 6,724.54 * 643100 ELECTRICITY 6,400.00 6,400.00 2,192.23 4,207.77 * 644100 RENT BUILDINGS 58,400.00 58,400.00 9,785.20 46,687.12 1,927.68 * 645100 INSURANCE GENERA 6,300.00 6,300.00 1,575.00 4,725.00 * 645260 AUTO INSURANCE 600.00 600.00 150.00 450.00 * 646180 BUILDING RM ISF 374.00 374.00- * 646430 FLEET MAINT ISF 100.00 100.00 66.64 33.36 * 646445 FLEET NON MAINT 3,400.00 3,400.00 625.59 2,774.41 * 648170 MARKETING AND PR 14,000.00 14,000.00 1,194.29 12,805.71 * 648174 REGISTRATION FEE 5,675.41 5,675.41- * 649000 SALES TAX EXPENS 6.90 6.90- * 649100 LEGAL ADVERTISIN 500.00 500.00 500.00 * 651110 OFFICE SUPPLIES 10,400.00 10,400.00 2,273.85 5,364.32 2,761.83 * 651210 COPYING CHARGES 4,000.00 4,000.00 1,694.03 3,505.97 1,200.00- * 651930 MINOR OFFICE FUR 10,000.00 10,000.00 10,000.00 * 652490 FUEL AND LUB ISF 2,900.00 2,900.00 204.10 2,695.90 * 652920 COMPUTER SOFTWAR 10,000.00 10,000.00 1,578.74 8,421.26 * 654110 BOOKS PUB SUBS 3,700.00 3,700.00 836.67 2,863.33 * 654210 DUES AND MEMBER 23,500.00 23,500.00 17,170.81 6,329.19 ** CAPITAL OUTLAY 4,000.00 4,000.00 92.02 3,423.00 484.98 * 764900 DATA PROCESSING 4,000.00 4,000.00 92.02 3,423.00 484.98 ** TRANSFERS 631,400.00 631,400.00 631,400.00 0.0% * 911840 TRANS TO 184 TDC 631,400.00 631,400.00 631,400.00 ** TRANSFER CONST 45,500.00 50,200.00 41,433.32 8,766.68 82.5% * 930700 TC BUDGET TRANS 45,500.00 50,200.00 41,433.32 8,766.68 . ** RESERVES 16,700.00- 16,700.00- 16,700.00- 0.0% * 992100 RESV ATTRITION 16,700.00- 16,700.00- 16,700.00- Commit Item/Fund Ctr-Revenue Adopted Budget Amended Budget Commitment Actual Available %Enc/Act ** 194 TDC-PROMOTION/SPEC 2,165,800.00- 2,168,073.14- 2,071,145.06- 96,928.08- 95.5% ** REVENUE-OPERATING Sub-T 2,279,800.00- 2,279,800.00- 2,079,445.06- 200,354.94- 91.2% * 314300 3%TOURIST DEVEL 2,277,800.00- 2,277,800.00- 2,071,665.87- 206,134.13- * 361170 OVERNIGHT INTERE 223.08- 223.08 * 361180 INVESTMENT INTER 2,000.00- 2,000.00- 7,339.33- 5,339.33 * 361320 INTEREST TAX COL 23.21- 23.21 * 369400 PRIOR YEAR REV 193.57- 193.57 ** CONTRIBUTION AND TRANSFER 114,000.00 111,726.86 8,300.00 103,426.86 7.4% * 486700 TRANS FROM TAX C H;ENF\Divisions\TDC\Financial Reports\FY2016\Qtr 3\FYI6 Qtr3 SAP Reports-Excel.xlsx August 22, 2016 Old Business 8-A 10 of 15 Tourist Development Tax Funded Funds FY16 3rd Quarter Expense & Revenue Report I* 489201 CARRY10,573.14-1 * 489900 NEG 5%FEOST REV WARDOF 114,000.00 114,000.00 I 2,273.148,300 114,000.00 H:\ENF\Divisions\TDC\Financial Reports\FY2016\Qtr 3\FY16 Qtr3 SAP Reports-Excel.xlsx August 22, 2016 Old Business 8-A 11 of 15 Tourist Development Tax Funded Funds FY16 3rd Quarter Expense & Revenue Report Fund Prog/Com Item-Expense Adopted Budget Amended Budget Commitment Actual Available %Enc/Act 195 TDC-Beach Renourishment Fund 31,036,400.00 34,641,095.00 1,291,644.87 3,833,057.19 29,516,392.94 14.8% ** 80165 Co Beach Analysis 50,000.00 55,642.70 5,894.25 7,843.75 41,904.70 24.7% * OPERATING EXPENSE 50,000.00 55,642.70 5,894.25 7,843.75 41,904.70 ** 80171 Beach Tilling 40,000.00 51,355.70 .11/4„,,,_,, 13,438.00 37,917.70 26.2% * OPERATING EXPENSE 13,438.00 13,438.00- * CAPITAL OUTLAY 40,000.00 51,355.70 51,355.70 ** 80210 WP ChaStraightDike 275.00 „ 275.00 0.0% * OPERATING EXPENSE 275.00 275.00 ** 80268 AOlesky Pier Repai 310,000.00 310,000.00 0.0% * OPERATING EXPENSE * CAPITAL OUTLAY 310,000.00 310,000.00 ** 80288 Wiggns Pass Dredge 25,000.00 287,750.93 1,558.75 258,371.25 27,820.93 90.3% * OPERATING EXPENSE 25,000.00 287,750.93 1,558.75 258,371.25 27,820.93 ** 80301 Beach Renourish-Ge 2,500,000.00 2,500,000.00 2,500,000.00 0.0% * OPERATING EXPENSE * CAPITAL OUTLAY 2,500,000.00 2,500,000.00 2,500,000.00 ** 88032 Clam Pass Dredge 178,000.00 599,505.25 ; i 91,772.29 514,092.23 6,359.27- 101.1% * OPERATING EXPENSE 178,000.00 255,505.25 91,772.29 514,092.23 350,359.27- * CAPITAL OUTLAY 344,000.00 344,000.00 ** 90020 TDC-Administrati 68,700.00 112,664.94 68,700.00 43,964.94 61.0% * OPERATING EXPENSE 68,700.00 112,664.94 68,700.00 43,964.94 ** 90029 Doctors Pass S Jet 500,000.00 602,361.34 22,284.41 89,592.26 490,484.67 18.6% * OPERATING EXPENSE 500,000.00 602,361.34 22,284.41 89,592.26 490,484.67 ** 90033 Near Shore Hard Bo 165,000.00 234,316.00 , , . 60,131.30 174,184.70 25.7% " PERSONAL SERVICE * OPERATING EXPENSE 165,000.00 234,316.00 60,131.30 174,184.70 ** 90038 TS Debbie Naples B 27,737.38 27,737.38 0.0% * PERSONAL SERVICE 14,483.70 14,483.70 * OPERATING EXPENSE 5,164.16 5,164.16 * CAPITAL OUTLAY 8,089.52 8,089.52 ** 90044 Vegetation Repairs 277,121.41 711.16 276,410.25 0.3% * OPERATING EXPENSE 115,121.41 711.16 114,410.25 * CAPITAL OUTLAY 162,000.00 162,000.00 ** 90061 TS Debbie Marco Is 525,000.00 525,000.00 17,046.25 40,602.75 467,351.00 11.0% * OPERATING EXPENSE 17,046.25 40,602.75 57,649.00- * CAPITAL OUTLAY 525,000.00 525,000.00 525,000.00 ** 90062 Marco Ctr Bch Regr 1,000,000.00 1,120,234.30 .4. 80,740.75 51,090.45 988,403.10 11.8% * OPERATING EXPENSE 1,000,000.00 1,120,234.30 80,740.75 51,090.45 988,403.10 ** 90064 Collier Creek Feas 500,000.00 738,868.73 3671,687.40 17,106.19 50,075.14 93.2% * OPERATING EXPENSE 500,000.00 90,868.73 23,687.40 17,106.19 50,075.14 * CAPITAL OUTLAY 648,000.00 648,000.00 *" 90065 FDEP LGFR ANALYSIS 14,000.00 14,009.00 31 10,920.00 3,089.00 1 77.9% * OPERATING EXPENSE 9.00 10,920.00 10,911.00- * CAPITAL OUTLAY 14,000.00 14,000.00 14,000.00 ** 90069 CLAM PASS BCH MAIN 68,505.00 3 38,735.40 29,769.00 0.60 100.0% * OPERATING EXPENSE 68,505.00 38,735.40 29,769.00 0.60 ** 90096 Naples Pier Annual 1,464,464.00 ';' -;} 1,464,414.00 50.00 100.0% * OPERATING EXPENSE 571,965.00 1,464,414.00 892,449.00- * CAPITAL OUTLAY 892,499.00 892,499.00 *" 90297 Shorebird Monitori 28,000.00 28,000.00 r°` , 28,000.00 0.0% * OPERATING EXPENSE 28,000.00 28,000.00 28,000.00 ** 90527 County/Naples Beac 200,000.00 360,922.00 ',160,922.00 160,922.00 39,078.00 89.2% * OPERATING EXPENSE 200,000.00 360,922.00 160,922.00 160,922.00 39,078.00 ** 90533 Beach Cleaning 186,200.00 321,797.01 3,023.12 147,854.54 170,919.35 46.9% * OPERATING EXPENSE 186,200.00 268,797.01 2,650.00 57,731.52 208,415.49 * CAPITAL OUTLAY 53,000.00 373.12 90,123.02 37,496.14- ** 90536 County/Naples Beac 165,000.00 371,269.31 187,060.25 110,496.25 73,712.81 80.1% * OPERATING EXPENSE 165,000.00 371,269.31 187,060.25 110,496.25 73,712.81 ** 90549 Doctors Pass Dredg 25,000.00 25,000.00 25,000.00 0.0% * OPERATING EXPENSE 25,000.00 25,000.00 25,000.00 ** 99195 Fund 195 Res/Xfers 24,866,500.00 24,544,295.00 797,922.06 23,746,372.94 3.3% * TRANSFERS 923,900.00 923,900.00 666,625.00 257,275.00 * TRANSFER CONST 145,000.00 159,300.00 131,297.06 28,002.94 * RESERVES 23,797,600.00 23,461,095.00 23,461,095.00 Commit Item/Fund Ctr-Revenue Adopted Budget Amended Budget Commitment Actual Available %Enc/Act ** 195 TDC-BEACH RENOUR 31,036,400.00- 34,641,095.00- 35,638,308.84- 997,213.84 102.9% ** REVENUE-OPERATING Sub-T 7,308,100.00- 7,308,100.00- 7,235,908.84- 72,191.16- 99.0% * 314300 3%TOURIST DEVEL 7,218,100.00- 7,218,100.00- 6,564,852.01- 653,247.99- * 331220 FEMA FED EM MGT 8,873.10- 8,873.10 * 334225 PUBLIC SAFETY-FE 1,478.85- 1,478.85 H:\ENF\Divisions\TDC\Financial Reports\FY2016\Qtr 3\FY16 Qtr3 SAP Reports-Excel.xlsx August 22,2016 Old Business 8-A 12 of 15 Tourist Development Tax Funded Funds FY16 3rd Quarter Expense &Revenue Report * 334391 FLORIDA DEP 410,683.12- 410,683.12 * 361170 OVERNIGHT INTERE 7,337.72- 7,337.72 * 361180 INVESTMENT INTER 90,000.00- 90,000.00- 217,503.40- 127,503.40 * 361320 INTEREST TAX COL 66.93- 66.93 * 369802 REIMB FOR CURREN 25,113.71- 25,113.71 ** CONTRIBUTION AND TRANSFER .3-,728,300_00- 27,332x. 28,402,400, k,+ ' * 481183 TRANS FRM 183 BE 310,000.00- 310,000.00- * 486700 TRANS FROM TAX C * 489200 CARRY FORWARD GE 24,093,800.00- 24,093,800.00- 28,402,400- 4,308,600.00 * 489201 CARRY FORWARD OF 3,294,695.00- 3,294,695.00- * 489900 NEG 5%EST REV 365,500.00 365,500.00 365,500.00 H\ENF\Divisions\TDC\Financial Reports\FY2016\Qtr 3\FY16 Qtr3 SAP Reports-Excel.xlsx 4001111111111111 ,, August 22, 2016 Old Business 8-A 13 of 15 Tourist Development Tax Funded Funds FY16 3rd Quarter Expense & Revenue Report Fund Prog/Corn Item-Expense Adopted Budget Amended Budget Commitment Actual Available %Enc/Act ** 196 TDC-DISASTER RECOV 4,208,800.00 4,208,800.00 100.00 4,208,700.00 0.0% * OPERATING EXPENSE 100.00 100.00 100.00 100.0% 634970 INDIRECT COST R 100.00 100.00 100.00 * TRANSFERS 12,000.00 12,000.00 i 12,000.00 0.0% 911840 TRANS TO 184 TD 12,000.00 12,000.00 12,000.00 * RESERVES 4,196,700.00 4,196,700.00 4,196,700.00 0.0% 991300 RESTRICTED FOR 1,500,000.00 1,500,000.00 1,500,000.00 993000 RESERVE FOR CAP 2,696,700.00 2,696,700.00 2,696,700.00 Commit Item/Fund Ctr-Revenue Adopted Budget Amended Budget Commitment Actual Available %Enc/Act ** 196 TDC-DISASTER RECOV 4,208,800.00- 4,208,800.00- 776,879.85- 3,431,920.15- 18.5% ** REVENUE-OPERATING Sub-T 12,000.00- 12,000.00- 11,879.85- 120.15- 99.0% * 361170 OVERNIGHT INTERE 432.72- 432.72 * 361180 INVESTMENT INTER 12,000.00- 12,000.00- 11,447.13- 552.87- 3 ** CONTRIBUTION AND TRANSFER 4,196,800.00- 4,196,800.00- 765,000.00- 3,431,800.00- 18.2% * 481184 TRANS FRM 184 TD 3,432,500.00- 3,432,500.00- 3,432,500.00- * 489200 CARRY FORWARD GE 765,000.00- 765,000.00- 765,000- * 489900 NEG 5%EST REV 700.00 700.00 700.00 H1ENF\Divisions\TDC 1Financial Reports\FY2016\Gift 3\FY16 Qtr3 SAP Reports-Excel.xlsx August 22, 2016 Old Business 8-A 14 of 15 Tourist Development Tax Funded Funds FY16 3rd Quarter Expense&Revenue Report Fund Prog/Com Item-Expense Adopted Budget Amended Budget Commitment Actual Available %Enc/Act ** 198 MUSEUM 2,749,600.00 2,750,600.00 128,178.21 1,815,516.20 806,905.59 70.7% ** PERSONAL SERVICE 1,121,300.00 1,070,700.00 55,400 671,134.61 344,165.39 67.9% * 512100 REGULAR SALARIES 749,674.00 699,074.00 382,697.49 316,376.51 * 512600 ER 457 2,500.00 2,500.00 2,500.00 * 513100 OTHER SALARIES A 18,089.66 18,089.66- * 514100 OVERTIME 436.67 436.67- * 515000 VACATION SELL-BA 5,750.00 5,750.00 5,750.00 * 518100 TERMINATION PAY 38,841.43 38,841.43- * 519100 RESERVE FOR SALA 23,612.00 23,612.00 23,612.00 * 521100 SOCIAL SECURITY 59,870.00 59,870.00 32,048.55 27,821.45 * 522100 RETIREMENT REGUL 58,294.00 58,294.00 30,443.13 27,850.87 * 523150 HEALTH INSURANCE 196,500.00 196,500.00 49,125.00 147,375.00 * 523152 DENTAL INSURANCE 7,350.00 7,350.00 1,837.50 5,512.50 * 523153 SHORT TERM DISAB 1,350.00 1,350.00 337.50 1,012.50 * 523154 LONG TERM DISABI 2,850.00 2,850.00 712.50 2,137.50 * 523160 LIFE INSURANCE 2,850.00 2,850.00 712.50 2,137.50 * 524100 WORKERS COMPENSA 10,700.00 10,700.00 2,675.00 8,025.00 * 528700 EDUCATIONAL EXP 2,377.68 2,377.68- ** OPERATING EXPENSE 759,200.00 809,200.00 72,778 664,379.13 72,042.66 91.1% * 634207 IT CAP ALLOCAT 5,200.00 5,200.00 1,300.00 3,900.00 * 634210 IT OFFICE AUTOMA 30,200.00 30,200.00 7,550.00 22,650.00 * 634211 IT BILLING HOUR 1,600.00 1,600.00 1,600.00 * 634970 INDIRECT COST RE 244,900.00 244,900.00 244,900.00 * 634990 LANDSCAPE INCIDE 1.00 477.23 478.23- * 634999 OTHER CONTRACTUA 48,800.00 48,800.00 5,540.83 42,231.86 1,027.31 * 639965 LOCKSMITHS SERVI 500.00 500.00 500.00 * 639967 TEMPORARY LABOR 73,200.00 73,200.00 2,948.00 48,254.40 21,997.60 * 640200 MILEAGE REIMBURS 10.00 10.00- * 640300 TRAVEL PROF DEV 500.00 500.00 1,824.10 1,324.10- * 640310 TRAVEL REGULAR 1,500.00 1,500.00 976.38 523.62 * 640410 MOTOR POOL RENTA 300.00 300.00 300.00 * 641100 TELEPHONE BASE C 16,950.00 16,950.00 2,488.71 12,811.29 1,650.00 * 641230 TELEPHONE ACCESS 2,400.00 2,400.00 20.00 1,525.07 854.93 * 641400 TELEPHONE DIRECT 887.68 887.68- * 641700 CELLULAR TELEPHO 2,400.00 2,400.00 853.60 2,546.40 1,000.00- * 641900 TELEPHONE SYSTEM 100.00 100.00 18.30 81.70 * 641950 POST FREIGHT UPS 2,000.00 2,000.00 42.26 1,957.74 * 643100 ELECTRICITY 40,450.00 40,450.00 16,305.64 27,906.68 3,762.32- * 643300 TRASH AND GARBA 3,200.00 3,200.00 795.23 2,617.88 213.11- * 643400 WATER AND SEWER 20,300.00 20,300.00 7,005.78 14,294.22 1,000.00- * 645100 INSURANCE GENERA 9,200.00 9,200.00 2,300.00 6,900.00 * 645200 PROPERTY INSURAN 72,400.00 72,400.00 55,422.20 16,977.80 * 645260 AUTO INSURANCE 1,100.00 1,100.00 275.00 825.00 * 646180 BUILDING RM ISF 1,600.00 1,600.00 2,773.28 1,173.28- * 646320 LANDSCAPE MATER! 1,200.00 1,200.00 376.25 823.75 * 646430 FLEET MAINT ISF 1,600.00 1,600.00 1,066.72 533.28 * 646440 FLEET MAINT PART 1,100.00 1,100.00 957.19 142.81 * 646445 FLEET NON MAINT 49.55 49.55- * 646910 DATA PROCESSING 272.02 272.02- * 646920 STORAGE RENTAL 5,800.00 5,800.00 1,472.00 5,048.00 720.00- * 647110 PRINTING AND OR 6,000.00 6,000.00 582.50 8,837.84 3,420.34- * 647210 PHOTO PROCESSING 500.00 500.00 40.00 460.00 * 648170 MARKETING AND PR 120,000.00 120,000.00 18,518.56 128,318.17 26,836.73- * 648174 REGISTRATION FEE 325.00 325.00- * 649030 CLERKS RECORDING 36.20 36.20- * 649980 REIMBURSEMENT PR 274.33 274.33- * 649990 OTHER MISCELLANE 1,900.00 1,900.00- * 649992 VOLUNTEER RECOG 1,500.00 2,500.00 116.25 2,383.75 * 651110 OFFICE SUPPLIES 8,000.00 8,000.00 2,694.68 5,555.32 250.00- * 652110 CLOTHING AND UNI 1,100.00 1,100.00 123.24 976.76 * 652210 FOOD OPERATING S 1,500.00 1,500.00 114.38 645.62 740.00 * 652490 FUEL AND LUB ISF 2,800.00 2,800.00 1,298.17 1,501.83 * 652720 MEDICAL SUPPLIES 800.00 800.00 351.40 448.60 * 652920 COMPUTER SOFTWAR 500.00 500.00 320.00 352.00 172.00- * 652989 LUMBER AND LAMIN 500.00 500.00 500.00 * 652990 OTHER OPERATING 17,500.00 66,500.00 1,692.30 12,784.63 52,023.07 * 652999 PAINTING SUPPLIE 500.00 500.00 500.00 * 654110 BOOKS PUB SUBS 1,200.00 1,200.00 60.00 1,140.00 * 654210 DUES AND MEMBER 2,900.00 2,900.00 1,797.00 1,103.00 * 654310 TUITION 4,900.00 4,900.00 4,900.00 * 654360 OTHER TRAINING E 500.00 500.00 500.00 H:\ENF\Divisions\TDC\Financial Reports\FY2016\Qtr 3\FY16 Qtr3 SAP Reports-E**el.xlsx August 22, 2016 Old Business 8-A 15 of 15 Tourist Development Tax Funded Funds FY16 3rd Quarter Expense & Revenue Report ** CAPITAL OUTLAY 2,000.00 2,000.00 1,141.00 859.00 57.1% * 764900 DATA PROCESSING 2,000.00 2,000.00 1,141.00 859.00 ** TRANSFERS 592,800.00 592,800.00 444,600.00 148,200.00 75.0% * 911930 TRANS TO 193 TDC 140,700.00 140,700.00 105,525.00 35,175.00 * 913140 TRANS TO 314 MUS 452,100.00 452,100.00 339,075.00 113,025.00 ** TRANSFER CONST 40,400.00 42,000.00 34,261.46 7,738.54 81.6% * 930700 TC BUDGET TRANS 40,400.00 42,000.00 34,261.46 7,738.54 ** RESERVES 233,900.00 233,900.00 233,900.00 0.0% * 991000 RESERVE FOR CONT 51,700.00 51,700.00 51,700.00 * 992100 RESV ATTRITION 17,800.00- 17,800.00- 17,800.00- * 998000 RESV FOR CASH BA 200,000.00 200,000.00 200,000.00 Commit Item/Fund Ctr-Revenue Adopted Budget Amended Budget Commitment Actual Available %Enc/Act ** 198 MUSEUM 2,749,600.00- 2,750,600.00- 2,550,788.78- 199,811.22- 92.7% ** REVENUE-OPERATING Sub-T 1,945,900.00- 1,946,900.00- 1,744,388.78- 202,511.22- 89.6% * 314300 3%TOURIST DEVEL 1,883,500.00- 1,883,500.00- 1,713,073.99- 170,426.01- * 347310 GROUP TOUR TAXAB 2,000.00- 2,000.00- 1,257.17- 742.83- * 347311 GROUP TOUR NON T 1,000.00- 1,000.00- 2,072.00- 1,072.00 * 347321 COPYING SERV NON 1,055.00- 1,055.00 * 347910 BOAT LAUNCH FEES * 347911 FACILITY RENTALS 20,000.00- 20,000.00- 6,205.16- 13,794.84- * 347940 FACILITY RENTALS 4,000.00- 4,000.00- 4,000.00- * 361170 OVERNIGHT INTERE 164.83- 164.83 * 361180 INVESTMENT INTER 2,400.00- 2,400.00- 5,402.07- 3,002.07 * 361320 INTEREST TAX COL 21.97- 21.97 * 366900 CONTRIBUTIONS P 33,000.00- 34,000.00- 13,699.19- 20,300.81- * 369300 REIMB FOR PY EXP 1,388.13- 1,388.13 * 369301 SETTLEMENTS 13.20- 13.20 * 369400 PRIOR YEAR REV 36.07- 36.07 ** CONTRIBUTION AND TRANSFER 803,700.00- 803,700.00- 806,400.00- 2,700.00 100.3% * 481001 TRANS FRM 001 GE 200,000.00- 200,000.00- 200,000.00- * 486700 TRANS FROM TAX C * 489200 CARRY FORWARD GE 701,000.00- 701,000.00- 806,400- 105,400.00 * 489900 NEG 5%EST REV 97,300.00 97,300.00 97,300.00 H:\ENF\Divisions\TDC\Financial Reports\FY2016\Qtr 3\FY16 Qtr3 SAP Reports-Ex*eI.xlsx H '.,' ',, ql.-....4 .-.;',:ii;:-.1-. :•..i''•.''.;.'--.?.'''';• • '; , •''.:.•,....,..-.' 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August 22, 2016 Tourism Staff Reports 11 A-G 1 of 35 DIRECTOR ACTIVITIES-Jack Wert July-August 2016 PERIOD AT A GLANCE Number of Advocacy Contacts 2 Number of Tourism Influencer Contacts 10 Number of Tourism Industry Events 5 Number of PR Interviews 5 Advocacy • Meetings with TDC Chairman on TDC agenda • Advocacy Committee Meeting DMAI Tourism Industry • Destination Marketing Accreditation Board and Education Conference calls • Naples Depot meeting with Naples Chamber on baggage car Information Center • Discussion with UF/IFAS on Eco Tourism study proposal • Visit Florida International Tourism Committee meeting • Meeting with Green District partners on TDC presentation on the project Trade Shows/Tourism Industry Conferences • Destination Marketing Association Intl. Annual Meeting Public Relations • Press interviews with Naples News, Fort Myers News Press, NBC-2 and Fox 4 TV, Bob Harden Promotional Activities • Meetings on Storytelling project • Meetings on Stone Crab festival and golf event promotions August 22, 2016 Tourism Staff Reports 11 A-G 2 of 35 GROUP MEETING SALES REPORT Debi DeBenedetto—Group Sales Manager June 16,2016—August 10,2016 PERIOD AT A GLANCE • Number of Meeting Planner Contacts From shows and requests/communication 225 Number of RFP's Collected/Distributed 92 RFP's sent in 8 weeks Potential$44,628,060.13 Economic Impact Potential Room nights: 35,269 Number of Groups booked 16 Total Room Nights/Econ. Impact for Period booked 9,828 Room Nites/$6,381,409.91 Economic Impact Number of RFP Enhancement (RFPE) Requests new requests granted funds 4 Number of RFPE's to Contract 2 booked 2 lost Number of FAM's/Sites sites arranged and escorted 2 Number of Shows Attended • Smart Meetings Trump Doral Miami June 24-26 • Host Global Meetings Summit July 21-23 • Chicago Preview Summit Aug. 10, 11 Events Attended • Attended opening of new Southwest Florida Performing Arts &Visual Center grand opening event • Attended Strategic Summit • Attended two Concierge events • Attended Collier County Lodging Association Meeting • Completed show and follow up Smart Meetings June 24 • Chicago Preview Summit Aug. 10& 11 • Attended Host Global planner event in Miami with follow up complete Sales Activities this Period • Completed 2017 Trade shows and sales plan • Budget planning 2017 August 22, 2016 Tourism Staff Reports 11 A-G 3 of 35 • Meetings Landing page with ad agency-again • Completed 2017 Group Sales Plan • Registered for Florida Encounter • Completed sign up and invitations for Xsite post Fam Aug 30-31—7 attendees • Registered for Connect Florida Orlando October • Evaluated MPI SEC 2017 -declined • Meetings Today lead generation program 5 leads followed up prospecting • Invitations and planning for September Fam 11 attendees registered • Sales & Marketing Meetings with Paradise Agency • Proof many ads, newsletters and agency media • Preparations for Connect Corporate and Specialty event Grapevine TX Aug. 25-27 • Planning Xsite post Fam August 22, 2016 Tourism Staff Reports 11 A-G 4 of 35 PUBLIC RELATIONS &COMMUNICATIONS REPORT May-June-July 2016 PERIOD AT A GLANCE Number of Media Submissions from CVB May- 100 June-230 July- 45 Number of Media Outlets/Journalists Hosted in MAY-31 Destination • Mangrove Madness outdoor media-28 • PlanetBlueAdventure-1 • Aeromexico magazine-2 JUNE-2 • Argentine Gulf Coast Guide-1 • Rebel Chick-1 JULY-1 • Insider; Huffington Post-1 Number of News Releases Written by and/or MAY Issued by CVB • State of Collier Tourism—2015/2016 • GTMC Marco Island • Live Luxuriously • Full outdoor/destination press kit for Mangrove Madness attendees • News-Press bylined tourism columns-2 JUNE • Paradise Reef documentary TV debut • CVB Wins Successful Meetings Pinnacle Award • What's New with Hotels—IPW • News-Press bylined tourismcolums-2 JULY • News-Press bylined tourism columns-2 • Water Quality Beach Conditions Posted to Web Home Page—alert to partners • Zika Virus information Posted to Web Home Page—alert to partners Total Media Value $3,000,000+ MAY Publicity Highlights • Bill On the Road syndicated radio-2 one hour broadcasts, Pickleball+destination JUNE • Robb Report India Naples luxury+ Keewaydin secret hideaway Ad value$17,600; circ 30,000 • News-Press, eBella, others: Paradise Reef documentary debut August 22, 2016 Tourism Staff Reports 11 A-G 5 of 35 JULY • National Geographic Traveler China Slice of Old Florida—Ft. Myers, Naples and Everglades. Result of CVB FAM in April 2016 Ad value$679,616; Circulation 977,095 • News-Press bylined feature; NBC-2;WINK CVB's Beach Conditions Pro-Active Efforts Fight Misperception of algae on beaches • BASSMASTER magazine Lake Trafford named Bassmaster"Lake 101" for restoration effort. Result of CVB Mangrove Madness Press trip. Ad Value $45,830; Circulation 500,000. Top Projects MAY • Tourism Week Press Conference • Host 60(28 writers, 30 corporate reps)for Mangrove Madness retreat with outdoor product manufacturers and outdoor media • Zoo Instameet JUNE • NYC media/sales event and media desk-sides • IPW Media Marketplace&tradeshow • CVB Marketing Summit JULY • EOC Zika Exercise • Artificial Reef stakeholders meeting • Pokemon GO for Tourism • Rewrite all tourism award nomination category descriptions and requirements, nomination instructions,tips for nominators, website copy • Update crisis plan hotel contacts • Water quality monitoring, updates • Zika Virus monitoring, updates • CCLTA • Video shoot for 2 "How To" segments: Play Pokemon GO; Find craft beer • VISIT FLORIDA Communications Committee Adds to Website Events added-80 Listings added,enhanced—50 Beach Conditions Emergency Module Activation- Daily Updates Zika Information Emergency Activation-Daily Updates Upcoming: • Florida Governor's Conference on Tourism • Florida Society for Ethical Ecotourism conference August 22, 2016 Tourism Staff Reports 11 A-G 6 of 35 • Florida Outdoor Writers Association conference, media marketplace • Florida Association of Destination Marketing Organizations • China luxury magazine FAM focusing on nature, adventure plus luxury stay • Brazil group media FAM August 22, 2016 Tourism Staff Reports 11 A-G 7 of 35 DIGITAL&SOCIAL MEDIA REPORT June—July 2016 PERIOD AT A GLANCE Twitter Accounts Posts 619 Post, 5,904 Total Engagements, and 167 Link Clicks Facebook New Likes 710 New Fans for a total of 32,570 Fans Instagram Posts 73 Posts with 395 followers gained E-Newsletter Open/Click Thru Rates (June) Earned Consumer Emails: 24.8% Open Rate 12.85%Click Through Rate (June) Paid Consumer Emails: 17.5% Open Rate 2.45%Click Through Rate Search Engine Optimization (SEO) Results June • Visits:67,225 • New Visitors: 51,656 • Returning Visitors: 15,569 • Bounce Rate: 64.94% • Average Time on Site: 01:19 (in minutes) July • +16.37%increase in website traffic • +16.31% increase in new visitors • +16.58%increase in returning visitors • +33.01%increase in organic traffic • Device preference: Mobile [47,178] • Website goal conversions [1,612] August 22, 2016 Tourism Staff Reports 11 A-G 8 of 35 SPORTS MARKETING REPORT-Michael Obyc June/July 2016 PERIOD AT A GLANCE #EVENTS (June 2016) #ATTENDEES # ROOM DIRECT VISITOR NIGHTS SPENDING 2 2,085 302 $543,750.00 Event Analytics Event Name Event Dates #Attendees #Room Nights Direct Spending Gulf Coast Lacrosse Classic 6/18-6/19 1,860 232 $465,000.00 Perfect Game "The Series" 6/25-6/29 225 70 $78,750.00 Comparison Report June 2015 June 2016 Change Number of Events 4 2 -2 (50% Decrease) YTD Events 26 35 14(26% Increase) Monthly Attendees 3,872 2,805 -1067 (38% Decrease) YTD Attendees 29,696 40,236 11,165 (38% Increase) Monthly Room Nights 1,340 302 -1,038 (78% Decrease) YTD Room Nights 11,014 13,951 2,937 (22% Increase) Monthly Est. Direct Spending $1,265,850.00 $543,750.00 -$722,100.00(68% Decrease) YTD Est. Direct Spending $9,737,475.00 $15,264,300.00 $5,526,825.00 (37% Increase) Development Activities this Period • Met with Community School in regards to the Naples Holiday Shootout • Hosted a call with Football University to discuss upcoming camp • Hosted meeting with Rob Anderson of Florida Fire Soccer • Attended a meeting at North Collier Regional Park regarding artificial turf • Attended BCC meeting in support of Pickleball presentation • Attended the Sports Council monthly meeting • Participated in a conference call with the County Manager to discuss the Sports Facility Study • Hosted a meeting with Parks and Recreation to discuss partnership strategy • Attended the June TDC Meeting • Attended the 2017 Annual Marketing Planning Summit August 22, 2016 Tourism Staff Reports 11 A-G 9 of 35 July 2016 PERIOD AT A GLANCE #EVENTS(July 2016) #ATTENDEES # ROOM DIRECT VISITOR NIGHTS SPENDING 1 625 553 $219,375.00 Event Analytics Event Name Event Dates #Attendees #Room Nights Direct Spending USSSA State A&B Fastpitch 7/1-7/3 625 553 $219,375.00 Comparison Report July 2015 July 2016 Change Number of Events 3 1 -2 YTD Events 29 36 7 (20% Increase) Monthly Attendees 488 625 137(22% Increase) YTD Attendees 30,516 40,861 10,345 (26% Increase) Monthly Room Nights 1,130 553 -577 (72% Decrease) YTD Room Nights 12,144 13,951 1,807 (13%Increase) Monthly Est. Direct Spending $424,500.00 $219,375.00 $205,125.00 (49%Decrease) YTD Est. Direct Spending $10,161,975.00 $15,547,425.00 $5,385,450.00(35% Increase) Development Activities this Period • Hosted at CVB and Parks and Recreation workshop to discuss better tournament practices • Met with Spirit Promotions and Pickleball for All to discuss future opportunities • Met with Fuse Media to discuss 2017 Visitor Guide • Attend Football University Top Gun youth camp to promote the destination and 2017 Championship • Attended meeting at the County Manager office to discuss field expansion • Met with Parks and Recreation to discuss field expansion and PARAB presentation • Attended meeting with Sports Council President Upcoming Events • Naples Cup—Soccer—September 16th—18th • Pro Watercross World Championship—September 17th—25th a 1 August 22, 2016 Tourism Staff Reports 11 A-G 10 of 35 PARADISE COAST FILM OFFICE- Maggie McCarty August 2016 PERIOD AT A This Year Last Year Spending Estimate New or Repeat GLANCE Productions 2 4 24 room nights 2 New $4 K spend Working Leads 6 12 Meetings 6 1 Attended Events/Trade 1 0 Shows Media Assisted 1 0 Location Scout 3 0 60 room nights New Production/Lead Highlights • The Travel Channel is producing a TV project with its'talent taking off from Key West on a Leopard 46" Catamaran and traveling through the Ten Thousand Islands and coming ashore on Cape Romano. • Airing on A&E and FYI Network,Insight Television's"Operation Build "is a half-hour TV series that travels all over the world discovering great home improvement concepts in renovations, remodels, and do-it-yourself projects.They are interested in partnering with a local company to take on a new project that would become one of their signature "building adventures." • Brand USA • The popular satirical comedy-news show from Belgium, 'De Ideale Wereld,' (The Ideal World) chose to shoot in Naples and set up a number of interviews with locals and visitors about the upcoming U.S. Presidential Election.The show has been on the air in Europe since 2013 on the Canvas Network and also has an enormous on-line following. In 2015, over 68%of Belgians reported that they watched TV programs and videos regularly on at least one mobile device. The show's star, Otto-Jan Ham was named the 2014 Flemish TV's Rising Star. August 22, 2016 Tourism Staff Reports 11 A-G 11 of 35 MONTH/YEAR: JULY 2016 PREPARED BY: UK&IRELAND OFFICE HIGHLIGHT OF THE MONTH: July has now become a very busy month with additional hosted events based around the July 4th celebrations. Both Visit USA UK and Ireland hold separate trade and media events and Brand USA co-sponsor a major consumer event around a leading Garden show in the UK, where a select number of trade and media were invited. OMMAC attended many of the events representing Florida's Paradise Coast—see below. • Visit USA Independence Ball — 7 July, London OMMAC attended the Visit USA Independence Ball on Thursday 7th July. The prestigious event was held at the Park Plaza Victoria Hotel with over 350 key travel trade and media executives who promote tourism and travel to the USA. In a co-op with Visit Florida and Florida industry partners we secured over 90 Florida focused trade and media — maintaining a strong Florida presence. We requested senior management from British Airways— which proved very successful. ... • 'f Above: Jen Guiver, Brand A USA with Oonagh Above L-R: Steve Hardridge, Selling Travel, Clara Foley, Platinum Travel, Carlton, Carugati, IAGTO with Oonagh, Florida's Paradise Coast • RHS (Royal Horticultural Society) Hampton Court Palace Flower Show— 4-10 July, West London OMMAC attended RHS Hampton Court Flower show in partnership with Brand USA on July 9th. RHS Hampton Court Palace Flower Show, is the world's biggest annual flower show. Brand USA August 22, 2016 Tourism Staff Reports 11 A-G 12 of 35 co-sponsored 'Great Gardens of the USA' section with three gardens from Visit Austin, Explore Charleston and Travel Oregon. The Great Gardens of the USA dominated the World Gardens category, winning two Silver-Gilt and one Silver Medal. Hampton Court Palace had good weather all week which contributed to a total of 146,000 visitors/consumers attending throughout the week. Brand USA UK/Ireland had created a robust PR and Communications Plan designed to maximize value and increase media coverage at every opportunity. Monday July 4th was both Press Day and Preview Evening. To maximize on the Fourth of July timing, the Brand USA UK/Ireland office planned a "Fourth of July Garden Party" PR theme, which included live performances from Carson McHone on The Austin Garden, traditional seersucker suited chaps on The Charleston Garden and wines from the vineyards on The Oregon Garden. The team arranged for the Great Gardens of the USA to be officially visited by RHS Director Sue Biggs for an official media introduction tour and photo call. Brand USA UK/Ireland also secured the attendance of press and media from key publications. A number of high profile celebrities attended press day, resulting in further media photo opportunities, social media and press coverage for the three USA gardens. Throughout the week, Brand USA distributed 10,000 copies of a bespoke booklet featuring destination information, garden details, plant lists and RHS Touring Holidays. Further collateral, including the Miles Media Inspiration Guide and Culinary Guide, were handed directly to consumers—which features Florida's paradise Coast. Brand USA UK &Ireland generated PR value in excess of$15 million worth of RHS Hampton Court Palace Flower Show coverage. A two week long out of home campaign (OOH) created extra exposure for Austin, Charleston and Oregon over the week leading up to and the week of the RHS Hampton Court Palace Flower Show. The OOH ran at 79 targeted rail station sites throughout London and the South East, with a joint call to action for the destination, operator and RHS Hampton Court Palace Flower Show and an approximate reach of 11,269,000 impacts. This is an event worth considering for the future. Initially we are aiming to reach consumers with a high-end vintage car event—to showcase the Collier family collection —all under consideration. August 22, 2016 Tourism Staff Reports 11 A-G 13 of 35 7 i 3 Left: Oonagh centre with from L-Right: Polly Beech and Allie Williams, Brand USA, at the Brand USA's consumer facing call-to-action 'Visit the USA.co.uk'stand. • TravelMedia.ie— Ireland —'Summer USA Networking'Trade & Media event with US Ambassador to Ireland — 12 July, Dublin OMMAC attended the Travel Media event on 12th July at the Shelbourne Hotel in Dublin, Ireland. The event was co-sponsored by Visit USA and Brand USA and attended by over 200 key travel media and decision makers in the trade. Attendees include travel media from radio, television, print and online and trade from tour operators, travel agents, airlines hoteliers, tourist boards and other relevant travel industry professionals. The USA Summer networking is the largest event of the year— guest speakers included Ambassador O'Malley, the United States Ambassador to Ireland, with other key addresses from Delta Airlines, Dublin Airport, Visit USA and Brand USA. Oonagh held additional meetings with American Holidays, Platinum Travel, and Mary O'Sullivan Sunday Independent Editor si. n w'!of '` R 4 I r I( t , r Above L-R: Finola Cunningham, US Dept. of Commerce; Oonagh, Florida's Paradise Coast; Ambassador O'Malley, the United States Ambassador to Ireland, Holly Best, Virgin Atlantic, Aisling Gavin, American Holidays August 22, 2016 Tourism Staff Reports 11 A-G 14 of 35 MARKET UPDATE: In the first full trading month post Brexit, July has provided an interesting barometer to measure impact on demand for both short haul and long haul travel versus the UK domestic staycation. Transatlantic travel took a sizeable downturn even before Britain narrowly voted to leave the European Union, according to new figures. International arrivals are reported to register negative year-on-year growth in May due to factors including a strong US dollar. Operators report wide ranging disparity between long haul and short haul prices since the referendum. The cost of long haul holidays has risen by almost 7% since the Brexit vote while short haul trips are cheaper, according to new research by OTA, Holidaysplease. They report that UK consumers will have to spend £483 million more a year for long haul holidays. A'like for like' Brexit price comparison was based on a review of holidays booked in the days leading up to the EU referendum vote. The company then re-priced the same holidays with the same tour operators, 10 days after the Brexit vote. A basket of more than £100,000-worth of holidays was covered with the results reflecting that the cost of the identical long haul trip had risen by 6.9% - this was in line with almost a 9% drop in the pound versus the dollar in the same month, on a £2K long haul holiday this equates to a rise of£138. With UK consumers spending around £7 billion a year on long haul holidays, a 6.9% price rise equates to UK consumers spending almost an additional a half£billion more per annum - by contrast, the cost of holidays to European destinations fell by 0.7%. The major factor that continues to have a much greater impact on the travel industry is the continued terrorist attacks that have been inflicted on cities, the latest of which being Nice during Bastille Day, France. These attacks are aimed at high-density tourism strongholds and are having a devastating impact on those areas targeted. The counter- side is that counties such as the USA are deemed to be safer than places such as France and therefore demand will continue to increase. Meanwhile, industry analysts, GfK have confirmed research to support the claim that Brexit and terrorism are the two main concerns facing UK travelers. Data compiled by them found that 14% of consumers are now worried about having enough spending money on their holiday since the referendum decision. In efforts to protect the value of their spend, 10% of those now making a decision to book are more likely to consider an all-inclusive break— demand significantly increased among higher income earners and 25-44 year olds. The US trade is viewing this as a growth opportunity to target higher-end and family markets with short-term booking benefits linked to pre Brexit currency hedging. Encouragingly for the US market sector, GfK also believe that while the perceived Brexit opportunities for the UK domestic market are real, they may also be short-lived. They report substantiated sales data for autumn/winter 2017 and spring/summer 2018 showing strong sales in the short and long haul holiday sectors. August 22, 2016 Tourism Staff Reports 11 A-G 15 of 35 Less surprisingly, the report terrorism as continuing to be a key concern for UK travelers, and that these worries are affecting the choice of destination, selection of airline or travel company and preferred routes. Almost a third of international travelers anticipate being more concerned about safety and security when travelling in the next 12 months and 30% of all travelers expect to avoid certain destinations while 12% of international travelers will select only certain airlines or travel companies as a result. To summarize, the findings indicate that there will be a rise in sales of all-inclusive holidays to help travelers manage their spending money and budgets. This will be felt especially among higher income groups and younger travelers; the US Cruise market in particular can benefit. Consumers will avoid destinations they feel are unsafe, as they will when making their choice of routes and operator. Operators and airlines with good brand reputations will do well against a backdrop of consumer concerns around terrorism. Companies will do all they can to protect their brand reputation in times of trouble and to reassure would-be travelers of their reliability and responsibility. In this regard, the US continues to feature strongly as a perceived safe to visit destination. The GfK research received further verification from a report issued by IATA citing the dual threats of terrorism and economic uncertainty as the principle reasons for a slowing in global airline passenger demand. While year-on-year demand for flights rose by 5.2% in June from 4.8% the previous month, the upward trend in seasonally-adjusted traffic has moderated since January. Ultimately, demand for travel continues to increase, but at a slower pace while the fragile and uncertain economic backdrop, political shocks and a wave of terrorist attacks are all contributing to a softer demand environment. They believe that it is too soon to know whether recent terrorist attacks will have a long-term negative influence on demand, nor what will be the impact of Brexit and the events in Turkey. Meanwhile, very much against the grain of recent industry wide sentiment, TUI has taken the bold step of announcing that they anticipate phasing out printed brochure collateral by 2020. As a key player in the market it makes bold reading, particularly against a four year window, which is as much of a shot across the bows of industry to gauge competitor reaction than it is a reality. With exponential growth in digital technology, the reality is that print brochures have not been needed few years but despite this, many fear dropping them including many reporting a significant growth in print runs, Virgin Holidays a case in point. Unquestionably, rainy day traditions are hard to say goodbye to. When contrasted against a significant lift in online consumer travel search, the UK traveler booking experience never quite resonates within the digital space in the same way. TUI will counter this by suggesting that its staff can better personalize consumer offerings without the constraints of printed collateral, but when the brochure is positioned at the top of the booking funnel it can deliver in ways online search simply can't. Strangely, TUI has indicated that they will continue to rack third-party supplier brochures in its own retail shops— a move that will have competing operators rubbing their hands with glee. Looking ahead, the industry will watch closely for the next installment August 22, 2016 Tourism Staff Reports 11 A-G 16 of 35 from the TUI PR machine. Is it fact or fiction, could Thomas Cook or Virgin Holidays follow suit or will we see a TUI U-turn? Whichever path they follow we can be certain that our industry operates within a highly vibrant market and distribution space, with increased demand for travel to the United States met with ever more sophisticated operator programs and content driving improved conversion. Norwegian - ongoing dispute over US flights to go to arbitration An arbitration procedure is to be started by the European Commission to resolve the dispute between Norwegian and US regulators over the budget carrier's plan to fly transatlantic routes from Ireland. The delay in granting flying rights to Norwegian's Irish subsidiary is seen as a breach of the EU- US open skies agreement - the Irish arm, Norwegian Air International, applied for permission to operate flights to the US more than two years ago but has faced opposition from unions and some US carriers, which say Europe's third-biggest low fares carrier would undermine wages and working standards. The US Department of Transportation provisionally approved Norwegian's request in April, giving opponents three weeks to file objections, but there has been no final decision, confirming that it is an approved and fully operational EU carrier that meets all requirements under the open skies agreement between the EU and the US. " JetBlue considering transatlantic air routes with game changer A321 aircraft US budget carrier]etBlue is considering adding transatlantic routes to Europe before the end of the decade. The fifth-largest US airline outlined a new order for 30 single-aisle, long-range Airbus A321s, expected to be able to fly 4,000 nautical miles with 220 passengers in an all- economy layout, bringing Europe within range of the US east coast. TUI announces extension to city and long-haul programs TUI UK & Ireland is to begin selling US city breaks to New York, Las Vegas and Miami. In a recent statement announcing the launch, the UK's largest travel group outlined that Long-haul remains an important growth area for their business as they seek to provide more choice and flexibility for their customer base. Travelzoo conducts June Travel Trends survey in the days immediately post Brexit The results indicate that 37% of Britons are heading to the near continent this year, with Spain and France emerging as the most popular destinations. Reassuringly, the US is still proving popular, and remains the highest ranked destination outside of Europe - the news comes in spite of the pound's current instability against the dollar - Australia and Canada also made the top-10 list. • August 22, 2016 Tourism Staff Reports 11 A-G 17 of 35 Despite the vote to leave the EU last month, 81% said that the EU referendum has had no impact on their willingness to travel this summer. However, the survey reveals that almost half of UK travelers have concerns regarding additional holiday costs in the coming months and years. When asked about how they feel over safety now that the UK has voted to leave the EU, 21% said they believed being outside will make it harder to combat terrorism both abroad and at home in the UK. Paris Hilton set to launch her own collection of luxury hotels According to Forbes, the 35-year-old businesswoman, socialite, model, actress, singer, DJ, and author will follow in the footsteps of her great-grandfather Conrad Hilton, founder of the Hilton chain and launch her own luxury hotels. Dubai has been earmarked initially, plus New York and Las Vegas for a range of beach-themed hotels which will not be part of the Hilton group - opening dates are yet to be unveiled. The announcement comes after Paris Hilton opened a series of beach-themed nightclubs in the Philippines - her sister Nicky already operates hotel properties under the Nicky 0 brand in Chicago and Miami. Lowcosttravelgroup collapse: The joint administrators of Lowcosttravelgroup have confirmed that there are currently 27,000 customers abroad with 110,000 booked to travel. A total of 451 people are being made redundant: 264 in Krakow, 120 in the UK, 60 in Majorca and 7 in Switzerland. NB: This company did not sell USA or Florida. Five million Brits put overseas holidays on hold after Brexit according to VoucherCodes.co.uk One in 10 Brits say their 2016 oversees holiday is on hold amid uncertainty over Brexit. Following the result of the Referendum, 5% of the population is holding off booking a holiday at all until things calm down, while another 5% say they have changed their mind about going abroad and will take a staycation instead, according to research by VoucherCodes.co.uk. VoucherCodes says that 51% of Brits will take a staycation - 4.5 million more than last year, an increase of 7% while cost remains a big driver. US border control may request access to traveler's social media accounts Social media accounts could be collected in proposed changes to US border entry forms as part of the visa screening process for entry into the country under ESTA and I-94W forms: The information will be optional, for now, but the proposed change suggests that collecting social media data will enhance the existing investigative process and provide DHS greater clarity and visibility. The change forms part of the plan to scrutinize social media activity of visa applicants and those wishing to enter the country, following the San Bernardino killings in California, in which social media profiles formed part of the investigations. August 22, 2016 Tourism Staff Reports 11 A-G 18 of 35 UK Government Update: Throughout July, the political landscape of the UK has been unpredictable and ever-changing following the Brexit vote. Prime Minister David Cameron resigned immediately following the vote, originally stating that he would stay in office until mid-September. However, divisions within the Conservative party led to a movement rallying around Theresa May taking over the party leadership which resulted in David Cameron leaving office in early July. Mrs. May is the UK's second female Prime Minister. Unlike other UK government figures she had remained relatively understated in her views on the Brexit vote despite ultimately siding with Remain. Within three days of her appointment, Mrs. May completely reorganized her cabinet, including appointing several figures that had expressed strong views on exiting the EU to key positions, most notably and controversially ex-London mayor Boris Johnson being appointed the position of Foreign Secretary Travel news related to the USA less positively included: As front page news on the July 30th edition of the Daily Mirror that 53 Brits have caught the Zika virus this year; the following day, BBC News reported that expectant mothers should avoid holidays to Florida due to an increasing risk of Zika virus. This was also picked up by trade publications Travelmole and TTG. Also the wildfires in California have been reported in several UK publications. The Guardian had reported that the Santa Clarita fire had destroyed locations used for film sets, and published an article on the cancellation of bookings in the Big Sur area, while Mail Online led with the inflammatory title'California burning'. Both regional and national papers have engaged in discussions on the safety risks associated with various holiday destinations. In an increasingly uncertain and fearful climate, the USA has continually been considered a safe destination. UPCOMING EVENTS 411 DATE SPECIAL EVENT LOCATION September 15 Brand USA, Insight travel industry networking event London with private screening of'America Wild National Parks Adventure' in honor of the centenary of the USA's National Park Service. • August 22, 2016 Tourism Staff Reports 11 A-G 19 of 35 MARKETING/SALES/PROJECTS &ACTIVITIES: British Airways Route Planning Meeting OMMAC participated in pre-planning power point presentation and various conference calls for up-coming VIP meeting with British Airways at their head office at Heathrow's'Waterside. This is a partnership with Lee Country CVB UK representatives and RSW. The meeting was with Gatwick Route Planning personnel from BA and was a major stage in the many years of lobby/talks with the airline about a new flight route from Gatwick into Regional South West Airport. During the meeting OMMAC presented information on the Paradise Coast region. It was particularly beneficial that during the GMTC conference this year, OMMAC planned a visit for key BA personnel to visit the airport, which helped in familiarizing them with the opportunity. Events Following up on the main trade events earlier participated with: GTMC/ IPW/ IAGTO — NAC. Travel Agents Online Training: 'USA Discovery Program' Final stages of completion — ongoing working to ensure all copy approval is completed and Brand USA has everything required. We will seek to introduce an incentive for the launch in order to encourage more agents to participate &complete our badge. Consumer requests OMMAC process all consumer requests coming through and liaise with the storage house in the UK to ensure that brochures and maps are distributed to consumers interested in visiting our region within a timely manner. We had a number of consumer requests this month. PUBLIC RELATIONS AND SOCIAL MEDIA ACTIVITIES: CONTACT ACTIVITY STATUS /RESULT Lauren Jarvis / James OMMAC set up a day trip Lauren and James visited the Everglades Draven to the Everglades, on courtesy of Everglades Area Tours. Since Thursday 30th June, as their return to the UK OMMAC have Selling Travel — 14,925 part of a wider Florida trip.followed up with the latest news from our readership area, as well as with images. Women's magazine— 60,000 circulation DAD.info— 130,000 unique users August 22, 2016 Tourism Staff Reports 11 A-G 20 of 35 Travmedia IMM OMMAC attended Ongoing - We are doing specific follow- Travmedia's IMM in March,ups with the journalists who expressed holding face to face most interest in a press trip to Florida's meetings with 12 Paradise Coast— specifically Paul journalists and networking Sharman, a freelancer focusing on with many more Outdoor Adventure and keen to work with us on a fishing trip. We're also following up with Simon Burrell of OurManOnTheGround, who has a writer due to visit in the Autumn time. The Irish Independent Confirmed Saturday On-going —Conor Power is interested to Readership: .5m double page spread — travel for his first visit to USA. Following Circ: 200,000 doing a piece for early up with Visit Florida on status. Online— largest in Ireland next year based around Florida beyond the theme parks and perhaps using the Paradise Coast as an Visit -TBC area of focus. VIP Magazine— largest VIP Magazine has agreed On-going - Dates now moved — selling in Ireland to a 6-8 page feature with checking with partners to establish Cir: Monthly sales 25,500 a contact we approached suitable dates. Monthly readership: on family holiday in 152,000 Florida! Plus cover feature Visit -TBC Visit Florida 'Florida Friday' OMMAC submitted OMMAC submitted information on the e-newsletter comprehensive wildlife of Paradise Coast for the Florida information for the VF Friday newsletter. Coverage appeared the enewsletter, which is newsletter which is featured below. distributed via Travelmole Social Media: Weekly channel updates. OMMAC continues to share posts across Facebook and Twitter OMMAC also followed key Facebook and Twitter in order to increase travel influencers on traffic to Paradise Coast UK Facebook and Twitter to expand our Twitter pages, as well as share partner social network information. Focus this month has included: everglades and family summer holidays August 22, 2016 Tourism Staff Reports 11 A-G 21 of 35 Travelmedia.ie Networking event - Media included: Mary O'Sullivan - Irish Sunday Independent Editor Linda Maher - Irish Daily Mail, Assistant Features Editor Fionna Davenport— RTE Radio Brian Farrell — Sunday World Tom Sweeney—The Herald / blogger Conor Power— Freelance Deidre Mullins—Travel blogger Kelly Donegan — Fitness & lifestyle blogger Leslie Graham — Unravel Travel TV Jim Murty— Irish Daily Mail Gerry Benson —TravelBiz Lorna Hogg — Senior Times Michelle Jackson — Freelance/ blogger Neil Clancy - RT August 22, 2016 Tourism Staff Reports 11 A-G 22 of 35 Media Coverage Irk, 1 c 6 j P Y' It4. , s Daring family members an become a fighter ptol for a dry.For a trtque bed's-eve view of the NI aea.fly In a legendary W1MI P-51 Mustang* Slaion 51 a beco rhe a righter pilot for an afternoon by tail g the controls of a restored antique fighter plate t Warolyd Adventures at Idssimmee Gateway Airport Pa liise Cii No family trip to Florida is complete without spending some time In the Everglades National Park 1.5-mltlonacre wetlands preserve on the southern tip of Fkrida.Take an*bot tour,get up close with gentle manatees,gibe in kayaks or take on the challenge of a swamp wase 4 A hire car from Hers will make the journey around Florida this summer holiday all the more enjoyable.Be sure to sign up to the free-.rt.Gold Plus Rewards loyally programme before booking your hire car and get ready to ht the open roads Of the Sutshkre State. Is Tweet r i I FLORIDA-COM Hertz. .-. f f pr truer. 3 q, faeb ole Twitter Yr uTutirc. Gcrgl. I facebook Twrtner iii uTube rs Pb i I +& A selection of Facebook and Twitter updates this month •memoir seam VK imic _, ..._ ., . , . a II Paradise Coast UK Z 'Vtt..rtrwNY.aTeun thout great 9ot[uoe no serious i.or'/,is Possible'-Grasso Sys calipers.on TrMyN/SI,welgiar.W.0rtr1rs temewrryates- 7ho .aversndc.arealwxseparadvaroast owetdladesamekxas d <at s. r .... r +. .4 'iia... 246 goggle ruched BOOS t Past Oa iiie le Comment 4 share 0' Paradise Coast ICK and Lesley Daemon August 22, 2016 Tourism Staff Reports 11 A-G 23 of 35 DIAMONDE EUROPEAN REPRESENTATIVES TOUR OPERATOR ACCOUNTS Key Accounts Tour Operator Achievement Cost DERTOUR Confirmed Dertour Campus Summer Opening, EUR 2.700 the annual main event of DER Touristik. During the 2 days of travel market around 1,500 travel agents will attend. We will be part of the USA booth with Brand USA. Thomas Cook Confirmed participation in TravelConnecXion in EUR 2.000 partnership with Brand USA. During the travel market there will be 2.450 travel agents. CANUSA Touristik We secured and accomplished a training in their Hanover sales office. All in all, we trained 4 agents including the office manager. Except for one, all of them have been to NAP before, but were highly interested and appreciated the update very much. Swiss Accounts Tour Operator Achievement Cost Knecht Reisen We have successfully negotiated and USD 6.500 confirmed the new marketing campaign. This includes editorial pages in their main North America brochure and their golf brochure. In addition, NAP will be included in B2B and B2C newsletter and will get website promotion. Editorials were approved. Secondary Accounts Tour Operator Achievement Cost Explorer Fernreisen The joint campaign (3 Facebook ads, landing USD 2.500 page, image banners, newsletter) was a great success. The unique visitors generated via • Google AdWords were 4.480, via Facebook ads 18.923, via image banners 78.321 and 123 August 22, 2016 Tourism Staff Reports 11 A-G 24 of 35 came from the newsletter. The 3 Facebook ads reached 192.061 people. Please find a detailed reporting attached Tour Consult Held detailed destination training on Marco Island as-in comparison to Naples-he has not been to Marco Island personally but would like to include into his portfolio at point of sale. Boomerang Secured product meeting with the new product manager in Hanover. First personal introduction. They currently include NAP in 1 fly drive. Will relaunch website in fall 2016. Provided destination text and pictures accordingly. Next follow up on NAP website exposure set for November. We also conducted a NAP training to the product manager and one sales agent. We achieved that they will include NAP brochures in their travel documents from now on. EMU Travel Accomplished meeting with their sales team. This TO started off as golf TO and has now grown to 3 sectors: golf travel, MICE and luxury. NAP is highly relevant for their golf section and they showed great interest, hence we provided them with NAP brochures to review and eventually include in travel documents. TRAVEL AGENTS Sales calls: Total of 65 personal visits to travel agents in Austria, greater Hanover and greater Stuttgart. Booking Assistance: Assisted 2 of agencies requests on tours and accommodations o Support: after our potential check we supported Trans America Tours with 30 brochures. August 22, 2016 Tourism Staff Reports 11 A-G 25 of 35 EVENTS 4 DiaMonde "Summer Event" o Dates: 21.07.2016 o City: Restaurant Panther, Munich o Profile /Number of attendees: 42 attendees, which were selected TA, TOX and TOs partners - the crème de la crème of Munich's travel sector. All of them were senior and top selling agents, owners and managing directors in high and very high potential travel agencies or luxury tour operators; including contacts that have been in the industry for many years and usually do not attend any events personally anymore. o Profile of event/format: It was an exclusive dinner event in Munich. We called it "DiaMonde summer event" to which we had invited the top accounts in Munich's travel industry. We exclusively rented the Restaurant "Panther" in Munich's upscale district "Schwabing". We started off with an outdoor reception and get-together on the restaurant's terrace that offered us excellent and intense networking opportunities. The reception was followed by a seated dinner and comprehensive presentation of our DiaMonde portfolio, highlighting the news of each property. o Feedback: The outcome of the event was excellent and due to our outstanding network with Munich's travel sector, it indeed felt like an event among friends and equally strengthened our relationship with the same. Hardly any agent had been to the location before, thus the agent felt honored to get to know the restaurant with its good reputation. We received excellent feedback on the personal and emotional presentation as well as on the set up of the event. A personal follow up email was sent to all attendees. 4 Registrations / Preparations o Preparation for NAP B2B and B2C Newsletter (Aug 2016) o Registration for VUSA Halloween Event (Oct 2016) o Registration for VUSA Belux Roadshow (Nov 2016) MARKETING Type of Activity Details Cost Facebook Ad We successfully completed the social media USD 3,000 campaign campaign with America Unlimited. Out of the 5 NAP Instagram posts and the 5 Facebook posts the beach images got the most likes 287 and 873. The Facebook ad could generate 6.215 clicks that lead to Naples offer. Please find screenshot attached August 22, 2016 Tourism Staff Reports 11 A-G 26 of 35 Touristik Aktuell e- We successfully placed NAP price (1-night learning stay in Everglades City, Everglades Tour, Powerbanks) on the e-learning platform. Furthermore, the prizes have been mentioned in the Touristik Aktuell newsletter. Please find screenshot attached Facebook # posts: 16 #fans: 7551 #most successful post: 06.07.16 Beach Image, reached 4,924 clients, 213 reactions and 196 likes. Please find screenshot attached MEDIA / PR Inclusion in travel magazines o Florida Sun • We achieved that Naples is named as weekend trip from Miami Beach. The article was published in the July edition 2016. o Florida Sun • We secured an article about the highlights of NAP in the July edition 2016 of the Florida Sun over 2 pages. Mentioned are the sunsets at Naples Pier, water activities in the region, shopping, Naples as location for foodies, the Ten Thousand Islands and mangrove paddle tours, the Naples water park as well as the Naples Zoo, the Corkscrew Swamp Sanctuary and Naples as golf destination. • Press requests o We have accomplished a blogger fam request from Mrs. Narciso, who is planning to travel the US by train and also will be in Florida. Waiting for more information from her side. o We have also secured a blogger fam request from Mrs. Gerstenecker, she has her own family blog. Mrs. Gerstenecker has worked with us in the past and visited NAP before. We will evaluate further actions. PROJECTS • Tour Operator Potential Check o We have comprehensively researched and analyzed USA specialists in Germany and did a NAP potential check on 11 specialists. The main accomplishment here was the contact to Boomerang Reisen (see TO achievements). August 22,2016 Tourism Staff Reports 11 A-G 27 of 35 o We have made first contacts with prospective accounts, evaluated them and will be monitoring the accounts identified as relevant and will secure (additional) NAP exposure, both online and offline. o Please find details of this TO screening attached. Insider Tip List o We updated our Insider tip list and added new tours and included Instagram and Pinterest links, as well as we added a new hotel the Holiday Inn Express & Suites Naples Downtown, which is relevant for the Belgian market. OTA Research 2016 o Based on an intense and detailed analysis and researches, we prepared an overview of the most relevant online travel agencies and rating platforms in Germany and our recommendations: o We evaluated and analyzed the existing OTAs in Germany. Furthermore, we discovered official statistics, which show the growth of the online bookings through 2013-2015 in Germany, where they increased from 22,05 million to 23,44 million. o The number 6 most used OTAs in Germany are Expedia.de, ab-in-den- urlaub, Holidaycheck, Opodo, HRS, Lastminute.de. Additionally, we took a closer look into booking.com, as well as TripAdvisor. Whereas TripAdvisor newly offers the booking function on their website and booking.com as it might have been to new in order to show in the official statistics. o The OTA identified as the most relevant for Germany is Expedia.de. We will discuss options for joint B2C campaigns at manageable cost. We also learned that other Florida CVBs such as St. Petersburg & Clearwater as well as Visit Orlando are or have been working with them successfully in the past. o Please find detailed research attached. Marketing plan FY 2016/17 o Accomplished detailed marketing plan for FY 16/17 including a recap of accomplishments in FY 15/16, market overview as well as outlining of new identified target groups, objectives and detailed marketing strategy. o Sales, marketing and promotion opportunities were evaluated, planned, secured and negotiated with either tour operator partners or third parties such as marketing agencies. A detailed summary including timings of realization of and exact negotiated cost for activities is outlines in the detailed proposed budget plan for FY 2016/17. CONSUMER Brochure fulfillment: 9 in total We supported 2 consumers (1 phone, 1 email) with their travel planning. August 22, 2016 Tourism Staff Reports 11 A-G 28 of 35 HIGHLIGHTS IN AUGUST TA Sales Calls in Switzerland, August 16-18, 2016 • TA Sales Calls in Dusseldorf, August 22-25, 2016 TA Sales Calls in greater Stuttgart, August 9-10, 2016 • DiaMonde Dinner Event with Airtours in Luzern, August 31, 2016. VUSA Roadshow, August 29-30, 2016 • NAP training CRD Hamburg, August 25, 2016 NAP training Boomerang Hamburg, August 25, 2016 NAP training Explorer Fernreisen Hamburg, August 25, 2016 • NAP training Karawane Reisen Ludwigsburg, August 4, 2016 • Dedicated NAP B2B and dedicated NAP B2C newsletter, August 3, 2016 MARKET NEWS Economic Overview Germany Germany Economy Outlook The upward momentum after a very strong first quarter of the year has weakened slightly. The economic risks of the external environment increased after the Brexit vote of the British. In the middle of the second quarter the industrial production was weak, which was caused by the above average number of public holidays in Germany in May. The employment continues to increase significantly. (Source: BMW') Tourism Market Overview Germany Neckermann expands long-haul holidays Thomas Cook's main German brand Neckermann Reisen is adding more long- haul capacity for winter 2016/17 and keeping short-haul prices generally stable. As part of the launch of the up-market brand Thomas Cook Signature, numerous mid-market hotels in long-haul destinations have been transferred to the Neckermann portfolio. As a result, the mass market tour operator brand has a significantly expanded long-haul program for winter 2016/17. "As our mainstream tour operator, Neckermann Reisen is profiting from the sharper branding that we carried out with the introduction of the premium brand Thomas Cook Signature," said Germany chief Stefanie Berk. The brand will offer more than 1,700 hotels in nine brochures and a further 5,000 hotels in reservation systems. In Thailand, the number of hotels has increased by 19 to 124, while there are 34 more hotels in South Africa and 16 in Namibia. There are now two separate brochures covering 'Asia' and 'Africa, Orient and Indian Ocean'. August 22,2016 Tourism Staff Reports 11 A-G 29 of 35 In the Caribbean, various islands in the Lesser Antilles (Antigua, Barbados, Martinique, Grenada, Tobago and St. Lucia) are new destinations, with 37 hotels in total, and served by new weekly Condor flights to the islands.(Source: Fvw July 13, 2016) Destination USA Good German sales despite strong dollar German tour operators have generally good bookings for the USA this year despite the strong dollar and are aiming to keep prices stable for 2017. The dollar is having a noticeable effect on incoming travel to the USA this year, according to participants at the recent IPW trade fair in New Orleans which attracted some 6,000 trade visitors from 73 countries. "We're feeling the headwinds," admitted Chris Thompson, head of Brand USA. But instead of responding with price cuts, the marketing organization is promoting better value for money, for example by highlighting options to combine major destinations with lesser-known regions. German tour operators are taking a similar approach after a surprisingly good year for US bookings. TUI and FTI have a single-digit rise in US sales, in revenue terms, while specialists such as CANUSA and America Unlimited have double- digit growth, mostly due to higher prices. In contrast, Thomas Cook admits "somewhat muted demand" and Dertour, after a record 2015, has lower sales as a result of double-digit price increases. To stimulate demand, tour operators are trying to offer more value for money, such as with hotel upgrades, as well as with dynamic pricing using renegotiated rates. Demand for advance bookings of excursions and restaurants is also good, according to TUI, as they enable good budget planning. Tour operators have also stepped up their marketing for US destinations and offers. "We've put a lot of the budget into marketing together with the very active destination partners," commented CANUSA. America Unlimited is also focusing on millennials. There are also big price differences across the USA. New York, for example, is now cheaper than any time in the last five years thanks to low flight prices and thousands of new hotel rooms, according to FTI. Dertour pointed to an end to extreme price increases in Miami and San Francisco. Overall, the winter season was good for US sales on the German market and last year's record number of 2.1 million German visitors could be achieved again this year, experts believe. Looking ahead, German tour operators are hopeful they can keep prices generally stable for 2017 after negotiating rates with suppliers at IPW. "People have got used to the price level," FTI believes. Meanwhile, this year's IPW host New Orleans will benefit next year from new twice-weekly direct flights from August 22, 2016 Tourism Staff Reports 11 A-G 30 of 35 Germany by Condor, which sees "great potential" in the destination. The Louis Armstrong International Airport, which welcomed a record 10.7 million passengers last year, has been expanded with a new passenger terminal ready for higher numbers. (Source: Fvw June 29, 2016) German Booking Situation Bookings slump in June ahead of summer holidays German package holiday bookings dropped by 16% in June despite the rapidly approaching summer holidays but there are signs of a last-minute upturn for Turkey this month, according to market surveys and tour operators. With school summer holidays due to start across most of Germany in mid- or late July, travel agents and tour operators had hoped for a surge of late bookings last month to compensate for weak sales during the spring. But leisure travel sales by German travel agents slumped by 16% last month compared to the same month last year, according to the monthly GfK representative survey of some 1,200 travel agencies. This left cumulated sales for the summer 2016 season 8% lower than last year. Agents would now have to sell 22% of last year's total revenues in the next four months to achieve zero growth for the season as a whole. The GfK market researchers see this as highly unlikely. "Even if late sales and last- minute bookings pick up strongly in the coming weeks because of the end of the Euro 2016 championship and the wet summer weather, it is increasingly improbable that last year's level can still be reached," they commented. There were few signs of a surge in late bookings last month, according to the survey. Last-minute sales for departures in June dropped by 1.5 percentage points to an all-time low of 4.3%while sales of July departures increased by only 1.8 percentage points to 20.2% in revenue terms. In terms of departure months, May (-5.5%) and June (-5%) closed well behind last year, July sales are currently running at about last year's level, August is showing a massive fall of 20% and the early autumn months of September (-6.6%) and October (-8%) are also trailing behind. The GfK figures are significantly worse than those in the earlier monthly survey by IT services company TATS, which showed that leisure travel sales dropped by 2.4% in June, including a 4.2% rise in cruise holiday sales. Many Germans appear to have decided on self-drive overland destinations, possibly combined with holiday homes, for this summer rather than book flight- based package holidays, according to some experts. August 22, 2016 Tourism Staff Reports 11 A-G 31 of 35 VISITOR SERVICES REPORT-Lori Lou Waddell June,July 2016 Visitor Profiles Month Big Oasis Everglades Immokalee Marco Naples YTD Total Cypress Island Year 2015 52,473 107,564 85,941 1,103 6,810 20,419 274,310 Jan 2016 13,771 10,393 10,533 91 1014 1,451 37,253 Feb 2016 11,330 17,095 12,849 86 1175 1,135 43,670 Mar 2016 10,619 16,897 15,209 156 1067 829 44,777 Apr 2016 4,803 8,938 8,689 175 556 443 23,604 May 2016 3,028 6,744 2,625 102 361 376 13,236 Jun 2016 2,794 5,211 2,253 270 354 10,882 Jul 2016 3,087 7,183 2,500 60 263 307 13,400 Aug 2016 Sept 2016 Oct 2016 Nov 2016 Dec 2016 Total YTD August 22, 2016 Tourism Staff Reports 11 A-G 32 of 35 Naples Visitor Information Center Visitation Scotland % INTERNATIONAL ORIGINS 7% ,Netherlands 0% 7% 096 • Canada 29% 0% 0% Germany 36% France 14% Washington Wisonsin Oklahoma ` Arizona U.S. ORIGINS 4% 4% 4% 4% Virginia 11% Florida New Jersey0% 29% 4% New Hampshire 0% 4% or 0% Nebraska 4% 0% Georgia # 0% 7% Minnesota 796 I Indiana M chigan Aassachusetts Maryland Illinois I 4% 4% 7% 4% 4% August 22, 2016 Tourism Staff Reports 11 A-G 33 of 35 Visitation FIRST VISIT- YES FIRST VISIT- 46% NO 54% Reason for Visit MTG/ OTHER 13% LEISURE 87% Both FLY& Transportation DRIVE 8% FLY 49% DRIVE 43% / August 22, 2016 Tourism Staff Reports 11 A-G 34 of 35 Accomodations FAMILY/ HOTEL/ FRIEND MOTEL 33% 39% 2ND HOME Seasonal 14% RENTAL 14% Activities for the Period • Set up tour of Shark Valley inquire about pricing for FAMs • Respond to all email inquiries relating to tourism • FAM of Naples Bay Resort • Take delivery of tourism partner rack cards • UAC calendar for June/July delivered • Final draft of VIC rack card approved and ordered • Full page ad approved for Visitor Information Center • Begin to distribute VIC rack card to tourism partners • Rail Car meeting • FAM requests for upcoming season include: Naples Bay Resort, Capt. Charles Wright, Naples Vacation Homes • Update Visitor Counts for Collier County Visitor Information Centers • Update Statistics for Naples Visitor Information Center • Request all materials below par levels for Visitor Information Center from attractions, hotels, restaurants • Manage VIC Vol Schedule • Manage/update Calendar of Events for GNCC,Third Street South and Fifth Avenue South • Manage daily operation of Visitor Information Center Distribution • 75 Naples on the Gulf and Downtown Guides to Naples Bay Resort • 120 Packs of Downtown Guide to Inn on 5`h • 320 Downtown Guides to Inn on Fifth • 100 Naples on the Gulf to Ritz Carlton Beach Resort for All State Insurance group meeting • 50 Naples on the Gulf, Downtown Guide, Paradise Coast and Fifth Avenue Guide to Ritz Golf Resort for Florida Bar Attorneys Leadership Academy convention • 175 Downtown Guide to Ritz Beach Resort August 22, 2016 Tourism Staff Reports 11 A-G 35 of 35 Attendance • Chamber of Commerce monthly events • Sports Council of Collier County meeting • CVB Sales Lunch Meeting • Collier County Honor Flight-All Female Flight • TDC Meeting • CVB Marketing Planning Summit Meeting • BCC Meeting to support Rail Car project as needed