TDC Agenda 10/23/201710/19/2017 October 23, 2017 | Collier County, FL
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October 23, 2017
MEETING AGENDA & NOTICE
COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL
Collier County Government Center, Administration Bldg. F, 3rd Floor
3299 East Tamiami Trail, Naples, FL 34112
October 23, 2017 9:00 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 9/25/17
5. Presentations / Public Comment - (3 minutes each)
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.
C. 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. Sports Event Funding Requests
10/19/2017 October 23, 2017 | Collier County, FL
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B. * OTHER TDT FUNDING REQUESTS
i. Post Irma Concert Event Sponsorship
C. * RFP 17-7120 Tourism Sales Representation in Midwest
D. * 2018 US Open Pickleball Operating Expenses Pre-Approval
E. * Artis Naples Cat. C-2 Grant Agreement – Exhibit Revision Request
8. OLD BUSINESS
These items have been continued from a previous TDC meeting, or are reoccurring reports for review by the TDC.
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. LHG (Lou Hammond Group)
D. Collier County Tourist Tax Collections
E. Miles Partners - Website Activity
F. Digital & Social Media- Paradise Advertising and Zebra Brazil
G. Phase V - Fulfillment Services
11. 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 – November 27, 2017 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.
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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.
September 25, 2017
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MINUTES OF THE COLLIER COUNTY TOURIST DEVELOPMENT
COUNCIL MEETING
Naples, Florida, September 25, 2017
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 9:00 AM in a
REGULAR SESSION in Building “F” of the Government Complex, Naples, Florida
with the Following members present:
Chairman: Commissioner Donna Fiala
Vice Chairman: Susan Becker
Victor Rios
Clark Hill
Robert Miller (Excused)
Ed (Ski) Olesky
Dan Sullivan
Michelle McLeod
Nancy Kerns
ALSO PRESENT: Jack Wert, Tourism Director
Ed Caum, Deputy Director, Sports Tourism/Marketing
Gary McAlpin, Manager, Coastal Zone Management
Colleen Greene, Assistant County Attorney
Kelly Green, Tourist Development Tax Coordinator
Michael Obyc, Sr. Sports Marketing Manager
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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 Fiala
Commissioner Fiala called the meeting to order at 9:00 A.M.
2. Pledge of Allegiance
Pledge of Allegiance was recited.
3. Roll Call
A quorum was established.
4. AGENDA AND MINUTES
A. Changes and Approval of Today’s Agenda
Mr. Rios moved to approve the Agenda subject to postponing Item 7.I and addition of Item 7.L –
Emergency Advertising Funding. Second by Ms. Kerns. Carried unanimously 8 – 0.
B. Approval of prior TDC Meeting Minutes
i. Regular Meeting 7/31/2017
Mr. Rios moved to approve the minutes of the July 31, 2017 meeting as presented. Second by
Mr. Olesky. Carried unanimously 8 – 0.
5. Presentations/Public Comment - (3 minutes each)
None
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.
C. TOURISM DIVISION
There were no items on the Consent Agenda.
7. New Business
These items are for review and recommendation by the TDC and have not been reviewed by another
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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. Sports Event Funding Requests
Mr. Caum presented the Executive Summary “Recommend approval of Tourist Development
Tax Promotion and Marketing funding to support the four upcoming November 2017 Sports
Tourism Events up to $27,700.00 and make a finding that these expenditures promote tourism”
dated September 25, 2017 for consideration. The proposed funding is for the Winter Nationals
Senior Softball Tournament scheduled for November 7 - 12, 2017 - $6,200; the Paradise
Shootout Lacrosse Tournament from November 11 - 12, 2017 - $11,200; the Red Bull Privateers
Paddle Board Competition for November 17 - 18, 2017 - $6,000 and the Paradise Coast Fastpitch
Invitational Softball Tournament scheduled for November 17 - 19, 2017 - $4,300.
Ms. Becker moved to recommend the Board of County Commissioners approve Tourist
Development Tax Promotion and Marketing funding to support the four upcoming November
2017 Sports Tourism Events up to $27,700.00 and hereby finds the expenditure promotes
tourism. Second by Mr. Olesky. Carried unanimously 8 – 0.
B. OTHER TDT FUNDING REQUESTS
i. FBU Operating Expense Agreement
Mr. Wert presented the Executive Summary “Recommendation to approve the 2017 Football
University (FBU) event operating and promotional expenses support budget of $372,000 and
$140,000 for media expenses using Tourist Development Tax Promotion Funds, approve the First
Amendment to the Agreement with All American Games, and make a finding that this event
promotes tourism” dated September 25, 2017 for consideration. He noted:
The event is scheduled for December 17 – 21, 2017.
The funds will be expended in 3 phases – Phase 1 – Promotional Items, Phase 2 – Event
Operations and Player Experience and Phase 3 – Media and Event Promotion.
Among other promotional and advertising activities, the County is partnering with Adidas
to provide the players shirts. The cost to the County is $125,000 and the shirts will have
the Convention and Visitor Bureau (CVB) logo on the front of the shirts.
During Council discussions, the following was noted:
The teams have been selected for the event - Staff to provide the Council with the website
link for the teams selection event.
The event will be broadcast on Eleven Sports (the network is not available on the local
Comcast Service area) Staff should contact representatives of Comcast to determine if the
station will be made available to local viewers.
The Collier County Sports Council will be the conduit for event volunteers.
The housing bureau responsible for booking hotel rooms in the area will only be seeking
rooms in Collier County.
The tournament will be subject to post event data analysis to determine the economic
impact on the area.
Ms. Becker moved to recommend the Board of County Commissioners approve the 2017
Football University (FBU) event operating and promotional expenses support budget of
$372,000 and $140,000 for media expenses using Tourist Development Tax Promotion Funds,
approve the First Amendment to the Agreement with All American Games, and hereby finds the
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expenditure promotes tourism. Second by Ms. Kerns. Motion carried 7 “yes” – 1 “no.” Mr.
Rios voted “no.”
Mr. Rios expressed concern Adidas was being paid by the County to provide the shirts for the
event, while receiving promotion for the event similar to the CVB.
L. Emergency Advertising Funding (this item was heard before Item 7.C.)
Mr. Wert presented the Executive Summary “Recommendation to approve transferring $250,000 to
Tourism Division Emergency Advertising Reserves to an operating Expense line, for use in a Post
Hurricane Irma advertising and Public Relations recovery plan, approve any related budget
amendments and make a finding that this plan promotes tourism” dated September 25, 2017 for
consideration. He noted:
The proposal is to re-allocate $250,000 of emergency advertising funds to the operating
account to market the area following an emergency declared by the State of Florida and
Collier County for Hurricane Irma.
The funds will be used to promote the destination following the hurricane to ensure potential
visitors that the area is “open for business.”
The funds will be expended through December 31, 2017 and utilized for promotional
advertising ($175,000) through Paradise Advertising and public relations ($75,000) through
Lou Hammond Associates.
The following was noted during Council discussions:
The PowerPoint for the proposal did not list the City of Marco Island as an affected party and
it, or any other necessary materials should be amended to include the City.
It may be beneficial to engage a celebrity spokesperson(s) for the campaign.
Consideration should be given to the CVB partnering with the USA Today/Naples Daily
News for their Food Festival to be held on November 11, 2017.
The funds will be expended under the FY18 budget, which has $1.5M accrued in the
emergency advertising account.
Mr. Rios moved to recommend the Board of County Commissioners approve transferring
$250,000 to Tourism Division Emergency Advertising Reserves to an operating Expense line, for
use in a Post Hurricane Irma advertising and Public Relations recovery plan, approve any related
budget amendments and hereby finds the expenditures promote tourism. Second by Mr. Sullivan.
Carried unanimously 8 – 0
C. FY18 Strategic Marketing Plan
Mr. Wert presented the Executive Summary “Recommendation to approve the Fiscal Year 2017-18
Strategic Marketing Plan for the Naples, Marco Island, Everglades Convention & Visitors Bureau
(CVB) and make a finding that this plan promotes tourism” dated September 25, 2017 for
consideration.
i. Power Point Summary
Mr. Wert presented the PowerPoint “Destination Marketing Plan 2017-2018” for information
purposes and provided an overview of the Plan noting:
The plan was developed through quarterly and annual marketing workshop meetings,
monthly meetings with partners, international partner consultations, etc.
The program includes a one year Integrated Marketing Plan and a two year Strategic
Plan.
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The plan targets group sales markets, leisure travelers, weddings, the LGBT community,
promoters of sports tournaments and opportunities in the arts, culture, heritage and action
adventure tourism industry. etc.
One goal is to increase group sales to 40 percent of the total visitation to the area.
Based on historic data, $26M of Tourist Development Tax revenue has been projected for
use by the various accounts funded by the TDC.
The plan proposes expenditures of $5.5M for Destination Marketing and a new account
has been created for capital projects in the amount of $6.3M for construction of the sports
complex, installation of artificial turf at North Collier Regional Park, construction of the
visitor center at the Naples Depot, etc.
A portion of the capital funds will be made available in the new account (Fund 758) via a
transfer from Fund 184 - Staff will provide any interested person a recap of the process.
ii. Marketing Plan
The following was noted during Council discussions:
Any acronyms utilized in the Plan should be clearly identified.
A cost/benefit analysis should be developed for any niche markets targeted in the plan
The success of the plan should be measured through benchmark data and performance
results.
Staff will be updating the crisis plan based on the recent experiences encountered during
Hurricane Irma including improving access to communication links with the various
parties.
Staff continues to develop avenues to improve social media promotions and one
challenge is the County blocks an employee’s access to some venues.
Ms. Becker moved to recommend the Board of County Commissioners approve the Fiscal Year
2017-18 Strategic Marketing Plan for the Naples, Marco Island, Everglades Convention &
Visitors Bureau (CVB) and hereby finds the expenditure promotes tourism. Second by Mr.
Olesky. Carried unanimously 8 – 0.
D. Sports Event Applications
Mr. Obyc presented the Executive Summary “Recommendation to approve the usage of the Event &
Athletic Application for Sports Tourism in an effort to assist in the Sports Tourism promotion for
Collier County staff and event organizers alike” dated September 25, 2017 for consideration. He
noted:
Staff is developing a new application for sports tourism events with the goal being to
streamline the process and create a more user friendly process for staff and event organizers.
Input from stakeholders was garnered in developing the format, which includes new funding
and operation policies.
The new policy will require the promoter to fulfill the “room night” projections provided in
the application or the funding awarded will be adjusted on a pro-rata basis.
The event organizers have been notified of the new policy.
The TDC will be receiving post-event reporting as part of the new endeavor.
Mr. Sullivan moved to recommend the Board of County Commissioners approve the usage of the
Event & Athletic Application for Sports Tourism in an effort to assist in the Sports Tourism
promotion for Collier County staff and event organizers alike. Second by Mr. Olesky. Carried
unanimously 8 – 0.
September 25, 2017
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K. Beach Damage Assessment – Information Only (this item was heard before Item 7.E.)
Mr. McAlpin provided a report on the damages to the beaches as a result of Hurricane Irma. He
noted:
Staff conducted a visual inspection of the beaches on 9/11/17 to begin to determine the
damages caused by the hurricane.
A $200,000 emergency contract for beach cleanup was instituted with the work expected to
be completed by the first week of October.
A second emergency contract was executed for the work necessary to perform a survey of
damage to the beaches in the amount of $50,000.
The contract was awarded to Coastal Planning and Engineering and expected to increase to
approximately $130,000 in total.
On 9/14/17 the beaches were inspected by staff, representatives of FEMA and the Florida
Department of Environmental Conservation (FDEP). There will be a follow-up tour with
representatives of the US Army Corps of Engineers (USACE).
Initial investigation reveals substantial damage to the system with 40 – 50 lineal feet of beach
being lost and a reduction in 1 – 2 feet of elevation of beach height.
The dune system and vegetation suffered major damage or destruction, the Marco South
Beach lost approximately 75,000 CYs (Cubic Yards) of sand with the Vanderbilt Beach area
losing 675,000 CYs of sand.
Initial cost estimates for the repairs to the beaches is $35M and staff will be seeking
reimbursement from FEMA for the work at the ratio of 75 percent of the County
expenditures.
The County may be required to obtain permits for the work from FDEP, USACE or any other
applicable agencies
E. Contract #17-7229 Sports Facilities Assessment Agreement
Mr. Caum presented the Executive Summary “Recommendation to approve the funding for
Contract #17-7229-WV – Sports Facilities Assessment with Hunden Strategic Partners and make a
finding that these expenditures promote tourism” dated September 25, 2017 for consideration. He
noted the proposal is to engage the vendor for the remainder of the phased development plan for the
new sports complex given they completed the original studies and are familiar with the project.
Ms. Becker moved to recommend the Board of County Commissioners approve the funding for
Contract #17-7229-WV – Sports Facilities Assessment with Hunden Strategic Partners hereby
finds the expenditure promotes tourism. Second by Ms. Kerns. Carried unanimously 8 – 0.
F. TDC Member Agenda Item Request
Mr. Hill requested the Item be postponed as he needed additional information before presenting the
item.
G. Tigertail and Vanderbilt Tractor Shelters
Mr. McAlpin presented the Executive Summary “Recommendation to approve a Capital
Improvement Project in the amount of $114,208, for the installation of two (2) Beach Tractor
Shelters to be installed at the Tigertail Beach Park and the Vanderbilt Beach Parking Garage to
facilitate adequate equipment protection and equipment cleaning operations to prolong useful
operational life of beach cleaning equipment and make a finding that this item promotes tourism”
dated September 25, 2017 for consideration. He noted the County owns the tractors and there are no
facilities on the site to store and maintain the vehicles. The shelters will not only be beneficial to
staff’s day-to-day operations but prolong the useful life of the equipment.
September 25, 2017
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Mr. Rios moved to recommend the Board of County Commissioners approve a Capital
Improvement Project in the amount of $114,208, for the installation of two (2) Beach Tractor
Shelters to be installed at the Tigertail Beach Park and the Vanderbilt Beach Parking Garage to
facilitate adequate equipment protection and equipment cleaning operations to prolong useful
operational life of beach cleaning equipment and hereby finds the expenditure promotes tourism.
Second by Mr. Hill. Carried unanimously 8 – 0.
H. ITB #17-7153 Doctor’s Pass South Jetty Erosion
Mr. McAlpin presented the Executive Summary “Recommendation to award Invitation to Bid #17-
7153R Doctors Pass South Jetty Rehabilitation and Erosion Control Structures Contract to Earth
Tech Enterprises, Inc. in the amount of $2,047,626 to rebuild the Doctors Pass south jetty and
mitigate beach erosion in the Doctors Pass area with the installation of Erosion Control Structures,
authorize necessary budget amendments, authorize the Chairman to execute the Agreement, and
make a finding that this item promotes tourism (Project No. 90073)” dated September 25, 2017 for
consideration. He noted:
Earth Tech Enterprises, Inc. has been selected to perform work and the structures will have a
20 – 30 year life span.
The construction costs have increased since the original estimate to complete the work was
developed in the amount of $1.5M.
Staff is investigating the concept of placing navigational lights in the area, which would
occur during a future dredging event of the Pass.
Mr. Rios moved to recommend the Board of County Commissioners award Invitation to Bid #17-
7153R Doctors Pass South Jetty Rehabilitation and Erosion Control Structures Contract to Earth
Tech Enterprises, Inc. in the amount of $2,047,626 to rebuild the Doctors Pass south jetty and
mitigate beach erosion in the Doctors Pass area with the installation of Erosion Control
Structures, authorize necessary budget amendments, authorize the Chairman to execute the
Agreement and hereby finds the expenditure promotes tourism. Second by Mr. Sullivan. Carried
unanimously 8 – 0.
I. RFP – Biological Monitoring
Continued.
J. ITB #17-7054 Beach Maintenance Activities
Mr. McAlpin presented the Executive Summary “Recommendation to approve award of Invitation
To Bid No. 17-7054 Beach Maintenance Activities to Eastman Aggregate Enterprises, LLC for an
as-needed contract for emergency beach maintenance services, authorize the Chair to sign the
attached contract, and make a finding that this activity promotes Tourism” dated September 25,
2017 for consideration. He noted:
Eastman Aggregates Enterprises, LLC was the low bidder for the proposed contract.
The work is to perform any emergency measures required to address “seaweed” events.
There was a previous contract for the work which expired and the County is seeking to renew
the services.
Mr. Rios moved to recommend the Board of County Commissioners approve award of Invitation
To Bid No. 17-7054 Beach Maintenance Activities to Eastman Aggregate Enterprises, LLC for an
as-needed contract for emergency beach maintenance services, authorize the Chair to sign the
September 25, 2017
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attached contract, and hereby finds the expenditure promotes tourism. Second by Ms. Kerns.
Carried unanimously 8 – 0.
8. Old Business
These items have been continued from a previous TDC meeting, or are reoccurring reports for review
by the TDC.
None
Commissioner Fiala and Mr. Hill left the meeting at 11:45 a.m.
Ms. Becker assumed the Chair.
9. Council Member Discussion
Ms. Kerns queried on the status of the changes to CAT’s Beach Trolley program with staff noting the
changes are being developed for the Program and a proposal will be brought forth to the TDC.
Hurricane Irma caused a delay in staff’s ability to work on the item.
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.
Marketing Partner Reports – September 25, 2017
A. Research Data Services – Dr. Walter Klages
“Research Report – Klages Research and Research Data Services, Inc.
B. Paradise Advertising – Cedar Hames/Nicole Delaney
Paradise Advertising and Marketing, Inc – Marketing Report
C. Lou Hammond Group - Jonell Modys
“Lou Hammond Group and CVB PR Team Public Relations Report”
D. Collier County Tourist Tax Collections – Jack Wert
“Collier County Tax Collector Tourist Tax Collections”
E. Miles Partners – Website Activity – Buzzy Ford
“Web Site Analytics”
F. Digital & Social Media- Paradise Advertising and Zebra Brazil
“Brazil Social Media Marketing”
G. Atilus – Search Engine Optimization
“Digital/Social Media Marketing”
H. Phase V - Fulfillment Services – Jack Wert
“Phase V Fulfillment Services”
11. Tourism Staff Reports
September 25, 2017
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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 and Travel Trade Sales
D. Sports Marketing
E. Public Relations & Communications
F. Film Office
G. International Representatives
H. Visitor Centers
12. Detailed Staff Reports
Submitted
13. Next Scheduled Meeting Date/Location – October 24, 2017 – 9:00 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 12:01 P.M.
COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL
_________________________________
Chairman, Commissioner Donna Fiala
These minutes approved by the Board/Committee on _________________ as presented________ or as
amended ___________.
EXECUTIVE SUMMARY
Recommend approval of Tourist Development Tax Promotion funding to support four
upcoming December 2017 Sports Events up to $19,650.00 and make a finding that these
expenditures promote tourism.
______________________________________________________________________________
OBJECTIVE: Recommend funding support for managing and promoting four upcoming sports
tourism events in Collier County during FY18.
CONSIDERATIONS: Collier County is scheduled to host the following four events in December
2017. The Tourism Division Sports Marketing Team has attracted these prestigious events to our
community. The projected hosting costs to manage these events are based on our past experience
with similar events, and the event funding applications from each event organizer. The Tourism
Division proposes to pay Parks and Recreation for the field rental cost and event staff support
expenses for each event. Field rental and event staff assistance are authorized expenditures for the
BCC approved Sports Assistance Program. Funding for these events is subject to TDC
recommendation and Board approval.
Florida State Pickleball Championships will take place December 8-10, 2017. This is the second
year for this pickleball event taking place at East Naples Community Park. The event is projected
to attract over 300 athletes and generate 300 room nights in the County. In 2016, the event
attracted 318 athletes, 217 room nights, TDT revenue of $1,872.00, and an economic impact of
$70,200.00 for an investment of $5,500.00. The expenses to be paid for this event will be assistance
with facility rental up to $5,700.00 and park staff overtime up to $1,500.00 for a total of $7,200.00.
Sports Recruiting Soccer Showcase will take place December 9-10, 2017. This is the third year
for this soccer event featuring youth players ages 15-18, taking place at North Collier Regional
Park. The event is projected to attract over 700 athletes and generate 400 room nights. In 2016, the
event attracted 705 athletes, 129 room nights, TDT revenue of $8,822.52, and an economic impact
of $330,844.50 for an investment of $4,850.00. The expenses to be paid in support of this event
will be assistance with facility rental up to $3,200.00, event staff and sanctioning fees up to
$1,150.00, and park staff overtime up to $1,500.00 for a total of $5,850.00.
Naples Holiday Shootout will take place December 27-30, 2017. This is the 19th year this event
has been hosted in Naples Florida. The event features high school girls basketball and is one of the
top national tournaments. The event is projected to attract over 200 athletes and generate 400 room
nights. In 2016, the event attracted 290 athletes, 620 room nights, TDT revenue of $5113.20, and
an economic impact of $191,745.00 for an investment of $8,500.00. The expenses to be paid for
this event will be assistance with officials cost, athletic trainers, and marketing the event up to
$4,800.00.
Gulfshore Holiday Hoopfest will take place December 27-30, 2017. This is a boys basketball
tournament taking place at Golden Gate High School. This is the 22nd year the tournament has been
hosted in our area and will feature 16 teams from around the state and country. The event is
projected to attract over 200 athletes and to generate 150 room nights. In 2016, the event attracted
256 athletes, 90 room nights, TDT revenue of $4,032.00, and an economic impact of $151,200.00
for an investment of $5,000.00. The expenses to be paid for this event will be assistance with
officials fees, sanctioning fees, and event staff up to $1,800.00.
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FISCAL IMPACT: Funding of up to $19,650.00 for these four sports events is included in the
BCC approved FY 18 Tourism Division budget in Fund 184 for Sports Marketing Event support.
GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan
with this Executive Summary
LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires
majority vote for approval. – CMG
RECOMMENDATION: To recommend approval of Tourist Development Tax Promotion
funding requests to support four upcoming December 2017 Sports Events up to $19,650.00 and
make a finding that these expenditures promote tourism.
Prepared by: Michael Obyc, Senior Sports Marketing Manager
Attachments: Event Assistance Applications
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EXECUTIVE SUMMARY
Recommendation to fund a Tourism Division Sponsorship for a Post Irma concert event in
the downtown Naples area up to $125,000, and make a finding that this item promotes
tourism.
______________________________________________________________________________
OBJECTIVE: Approve sponsorship of Post Hurricane Irma Concert.
CONSIDERATIONS: Our community was impacted heavily by Hurricane Irma on September
10 and many of our residents are still suffering. There continues to be a negative perception that
Collier County is still not open for business, and this could cause potential visitors to consider
another vacation or group meeting destinations. To encourage people to come back to Florida’s
Paradise Coast, we plan to support a concert on December 9, 2017 in an area adjacent to the
Bayfront area of Naples featuring famous bands from the past. The concert will be organized by
McQuaid and Company, a Naples based company, and sponsorships will be solicited from private
sector companies to support the projected total event cost of $237,500.
The Tourism Division will work with the area Chambers of Commerce and other tourism partners
to identify potential sponsors for the event. The Tourism Division suggests a contribution from our
reserve funds of $125,000 to defray some of the operating costs for the event. There will also be an
admission charge for the concert to help defray some of those operating costs. It is anticipated that
the production company, would collect the other sponsorship dollars and pay the costs for the talent
and other operating expenses. We would plan to reimburse McQuaid and Company for some of
those operating expenses up to $125,000 against paid vendor receipts.
There is a charitable component to this event. We will work with the Community Foundation to
direct proceeds from this concert event to one or more of the most unmet needs in the community
resulting from Hurricane Irma.
An estimate of the event expenses is attached, and a proposed list of entertainers is included. No
entertainment has been booked at this time pending TDC recommendation and BCC approval of
the concert plan and Tourist tax funding.
FISCAL IMPACT: Funding of $125,000 for this sponsorship is available in Fund 193 and Fund
184 in the Tourism Division approved FY 18 budget.
GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan
with this Executive Summary
LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney, is
approved as to form and legality, and requires majority vote for approval. -JAK
RECOMMENDATION: Recommendation to fund a Tourism Division Sponsorship for a Post
Irma concert event in the downtown Naples area up to $125,000, and make a finding that this item
promotes tourism.
Prepared by: Jack Wert, Tourism Director
Attachments:
Projected event costs and possible entertainers
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Post Irma Concert Planning DRAFT
TALENT:
Here is where we stand right now, with the following groups on hold…
Three Dog Night (Chuck Negron)
The Supremes (Mary Wilson)
Casey Weston (The Voice)
The Village People
KC & The Sunshine Band
SCHEDULE:
December 2nd 5:00 pm gates open- Concert until 11:00 pm (Per our discussion, you will handle the
permitting)
We would stack the series schedule:
4:30 Opening Band (Casey’s background band)
5:15 Casey Weston Performs
6:00 Mary Wilson Performs
7:00 Chuck Negron
8:05 National Anthem Casey Weston/Announcements
8:20 Village People
9:45 KC & The Sunshine Band
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EXECUTIVE SUMMARY
Recommendation to award RFP # 17-7120 for Tourism Midwest Sales Representation to Synergy-
Connect, LLC and make a finding that this item promotes tourism.
_____________________________________________________________________________________
OBJECTIVE: Accept the selection committee’s unanimous choice of Synergy-Connect for Tourism
Sales Representation in the Midwest USA.
CONSIDERATIONS: RFP # 17-7120 for Tourism Sales Representation in the Midwest USA was
publicly advertised on June 8, 2017 Email notices were sent to 408 firms with 29 firms requesting
full solicitation packages. One (1) response was received by the due date of August 15, 2017.
A selection committee met on September 29, 2017 to review the proposal. By consensus of the members,
the following firm is recommended for these services: Synergy-Connect, LLC.
Synergy-Connect has their Midwest Regional Director living in the Chicago Il area and will be the lead
contact with the Tourism Division in delivering these representation services. The firm also has their main
office in Miami, but the Tourism Division services will be delivered by the Chicago representative.
The acquisition of these services is part of the implementation of the Board approved 2018 Strategic
Marketing Plan.
FISCAL IMPACT: Funds in the amount of $61,500 are available in Fund 184 in the BCC Approved FY
18 budget for these services.
GROWTH MANAGEMENT IMPACT: There is no impact to Growth Management Plan from this
action.
LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote
for approval. – CMG
RECOMMENDATION: That the TDC recommends award of RFP # 17-7120 for Tourism Midwest Sales
Representation to Synergy-Connect, LLC and make a finding that this item promotes tourism.
Prepared by: Jack Wert, Tourism Director
Attachments: (1) RFP # 17-7120
(2) Synergy-Connect Proposal
(3) Ranking Sheet
(4) Contract
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REQUEST FOR PROPOSAL
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
Solicitation 17-7120
Tourism Sales Representation in
Midwestern United States
Brenda Brilhart, Procurement Strategist
239-252-8446 (Telephone)
BrendaBrilihart@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.
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Table of Contents
LEGAL NOTICE .................................................................................................................................................................. 3
EXHIBIT I: SCOPE OF WORK, SPECIFICATIONS AND RESPONSE FORMAT ........................................................................... 4
EXHIBIT II: GENERAL RFP INSTRUCTIONS .......................................................................................................................... 9
EXHIBIT III: COLLIER COUNTY PURCHASE ORDER TERMS AND CONDITIONS ....................................................................12
EXHIBIT IV: ADDITIONAL TERMS AND CONDITIONS FOR RFP...........................................................................................15
ATTACHMENT 1: VENDOR’S NON-RESPONSE STATEMENT ...............................................................................................24
ATTACHMENT 2: VENDOR CHECK LIST .............................................................................................................................25
ATTACHMENT 3: CONFLICT OF INTEREST AFFIDAVIT ........................................................................................................26
ATTACHMENT 4: VENDOR DECLARATION STATEMENT ....................................................................................................27
ATTACHMENT 5: AFFIDAVIT FOR CLAIMING STATUS AS A LOCAL BUSINESS ....................................................................29
ATTACHMENT 6: IMMIGRATION AFFIDAVIT CERTIFICATION ...........................................................................................30
ATTACHMENT 7: VENDOR SUBSTITUTE W – 9 .................................................................................................................31
ATTACHMENT 8: INSURANCE AND BONDING REQUIREMENTS ........................................................................................32
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Legal Notice
Sealed Proposals to provide Tourism Sales Representation will be received until 3:00PM Naples
local time, on July 10, 2017 at www.colliergov.net/bid. Solicitation
17-7120 - Tourism Sales Representation in Midwestern United States
Services to be provided may include, but not be limited to the following:
Tourism Representation services located in the Midwestern United States.
All statements shall be made upon the official proposal form which may be obtained on the Collier
County Procurement Services Division 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/ Edward F. Coyman, Jr.
Director, Procurement Services
This Public Notice was posted on the Collier County Procurement Services Division website:
www.colliergov.net/purchasing and in the Lobby of Procurement Services Division Building "G",
Collier County Government Center on June 8, 2017.
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Exhibit I: Scope of Work, Specifications and Response Format
As requested by the Naples, Marco Island, Everglades Convention & Visitors Bureau (CVB) Division
(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.
Brief Description of Purchase
The Naples, Marco Island, Everglades Convention & Visitors Bureau (CVB), a division of Collier
County Government (County), is seeking Tourism Representation services located in the Midwestern
United States. Historically, annual spend is $49,500.
Detailed Scope of Work
The CVB is interested in contracting with a seasoned meeting market sales professional, based in the
Midwest United States, to represent the CVB in the following essential functions:
• Assist CVB Group Sales to coordinate meeting planner or meetings market journalist
familiarization tours of the destination.
• Educate planners and their clients on Collier County hotels, attractions, dining, shopping,
beaches, etc.
• Maintain a Calendar of sales missions, tradeshows and group contact solicitations and share at
least monthly with CVB group sales supervisor.
• Attend and coordinate trade show as assigned by the CVB Group Sales Supervisor.
• Compile monthly reports on all sales calls, trade shows, regional tourism events, sales and media
missions and Familiarization trips (FAMs) completed.
• Make sales presentations to Midwest planner groups, incentive houses, meeting services
companies to encourage them to bring their meetings, group functions, Incentive trips and
reunions to Collier County.
• Coordinate monthly meetings with CVB Group Sales Supervisor on a rotating location basis or by
phone to discuss important tourism issues. Those topics would include sales call reports and
results, suggested promotions, advertising, digital and social media strategies to reach group
meeting planners on future or repeat business.
• Contractor will prepare and present to the County, attention Tourism Director, a proposed annual
marketing plan which will be provided by the contracted person at the same total compensation
amount for time and out of pocket expenditures for these services for the initial three year term of
the contract.
• Store and distribute CVB promotional materials and sales collateral as provided by Collier area
tourism partners, and specialty items provided by the County Tourism Division. These materials
would include CVB Visitor Guide, Golf Guide, Meeting Planner Guides, tri-fold destination
brochures in different languages, Visitor Maps, power point presentations, logos, stationery and
website information.
• Review content of tourism publications for accuracy.
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• Present estimates to CVB in advance for pre-approval of out of pocket expenses for travel and
other sales activity expenses. These expenses would be limited to the following annual totals:
• $12,000 for sales missions averaging one per quarter at up to $3,000 each.
• $ 20,000 for Trade Show registrations.
• Registrations for trade shows will be paid directly by the CVB. All other out of pocket
expenses will be reimbursed to the Contractor after presentation to the Group Sales
Supervisor.
• Contractor will make cold calls and provide lead generation and follow up reports and leads
monthly to CVB group sales supervisor
• Contractor will generate a minimum of 8 RFP’s (Request for Proposal) per month at a 25%
conversion to definite goal.
• The target markets for these calls, sales missions, trade shows and leads will be corporate
meeting planners and incentive houses in Minnesota, Wisconsin, Illinois, Kansas,
Michigan, and Indiana with focus on Minneapolis, Milwaukee, Chicago, Kansas City,
Dearborn and South Bend. The focus will be on Incentive, Corporate and Luxury.
• Contractor will organize at least one planner site visit per month of the destination with
coordination and support from the CVB sales staff.
• Contractor will provide their own in market office spaces and computers/office equipments,
computer network and professional email address; telephone, fax and copy machine for their use.
These services will be provided at no additional cost to the County.
• Contractor will provide 40 hours per month of contracted services as recorded in a time log and
reported on a monthly basis by the tenth of the month following the activity.
• Contractor will provide their own insurance at their own expense in compliance with Collier
County’s insurance requirements included in Attachment 8 of this document.
Term of Contract
The County’s intent is to negotiate an agreement with the number one ranked firm. The contract
term, if an award(s) is/are made is intended to be for three (3) years with one (1) two (2) year renewal
option. Prices shall remain firm for the initial term of this contract. Surcharges will not be accepted
in conjunction with this contract, and such charges should be incorporated into the pricing structure.
The Contract is subject to availability of Tourist Development Tax funds (TDT). If Category B TDT
funds are not available, the County will provide notice in writing to the Contractor that they intend to
terminate the Contract.
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.
Event Date
Issue Solicitation Notice June 8, 2017
Last Date for Receipt of Written Questions 5:00 PM June 30, 2017
Pre-solicitation meeting N/A
Solicitation Deadline Date and Time 3:00 PM July 10, 2017
Response Format
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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.
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.
Tab I, Cover Letter / Pricing (20 Points)
Provide a cover letter, signed by an authorized officer of the firm, indicating the underlying
philosophy of the firm in tourism representation. 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.
In this tab, also include:
• Detailed plan of approach in representing Collier County.
• Detailed time line for projects throughout the year.
• Pricing in the following format:
Item # Description Price
1 Midwest Sales Representation
2 Sales Missions $12,000.00
3 Trade Show Registration $20,000.00
4 Additional Reimbursable Expenses
5 TOTAL
Tab II, Proposer’s Solution to County’s Requirements (25 points)
How does your firm intend to increase the Collier County Brand in the US Midwest? Include
the following:
• Describe your philosophy on targeting various meeting planners with varying types of
clients. .
• How do you intend to meet each of the County’s requirements identified in the RFP’s
Detailed Scope of Work, page 4-5.
• Provide at least one sample of work product completed for a similar client on tourism
representation experience.
• Provide at least one sample of a “break -through” and innovative approach to tourism group
sales representation.
• Describe your backup systems or locations in case of an emergency that will enable you
to carry on business.
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• Describe how you use social media networks to support your sales plan.
Tab III: Proposer’s Experience and Capacity (25 points)
Demonstrate key parts of your experience that makes you uniquely qualified to perform these
services for the County, including:
• Describe the specific knowledge of Florida tourism and representing Florida
travel destinations.
• Indicate your thoughts and philosophies on tourism representation and site examples of
how you positioned other group sales clients, the challenges you faced and the ways you
overcame those challenges in delivering those strategies.
• Provide information that documents your qualifications to produce the required
deliverables, including abilities, capacity, skill, and financial strength, and number of years
of experience in providing the required services.
• If you will have support from other sales professionals, describe the various team
members’ successful experience in working with one another on previous projects.
• Include references from up to three (3) clients that you have performed the same or
similar representation services for.
Tab IV, Specialized Expertise of Team Members (20 points)
In this tab, include:
• Description of the proposed contract team and the role to be played by each member
of the team.
• Attach brief resumes of any other team members who will be involved in the
management of your group sales representation services.
• If you anticipate using any sub-contractors in delivering your group sales
representation services, please include resumes on each of them.
Tab V, Local Vendor Preference (10 points)
Any local vendor (Lee or Collier County) that has an office in the Midwest USA, and completes
Attachment 5: Affidavit for claiming status as a local business will be awarded all the points for
this section. Include in this section
• Attachment 5, if applicable
• List of office locations in the Midwest USA.
Tab Vl, 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
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.
Tab VIl, Required Form Submittals
• Attachment 2: Vendor Check List
• Attachment 3: Conflict of Interest Affidavit
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• 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
•
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 I, Cover Letter/Pricing 20
Tab II, Solution to County Requirements 25
Tab III, Experience and Capacity of Firm 25
Tab IV, Specialized Expertise of Team Members 20
Local Vendor Preference 10
TOTAL 100 Points
Tie Breaker: In the event of a tie at final ranking, award shall be made to the proposer with the
lower volume of work previously awarded. Volume of work shall be calculated based upon total
dollars paid to the proposer in the twenty-four (24) months prior to the RFP submittal deadline.
Payment information will be retrieved from the County’s financial system of record. The tie
breaking procedure is only applied in the final ranking step of the selection process. In the event a
tie still exists, selection will be determined based on random selection by the Procurement
Services Director before at least three (3) witnesses.
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Exhibit II: General RFP Instructions
1. Questions
Direct questions related to this RFP to the Collier County Procurement Services Division 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 Procurement
Services Division 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
Procurement Services Division.
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 uploaded on the County’s on line bidding system (www.colliergov.net/bid)
before 3:00PM, Naples local time, on or before July 10, 2017.
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
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period of one hundred eighty (180) days from the submission date to accommodate evaluation
and selection process.
8. 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 closing date for the proposals, the Procurement professional will
conduct a preliminary review of the proposals received and review each proposal to
determine if it’s responsive to the requirements of the published RFP.
4. Selection committee meetings will be open to the public and the Procurement professional
will publicly post notice of such meeting(s) in the lobby of the Procurement Services
Division Building, County calendar and on the County’s Procurement Services Internet site.
Public meeting dates and times should be posted with at least three (3) days in advance
on the County’s website calendar.
5. 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. Committee members will individually 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. Although it is a tool, the signed form will become part of the final
procurement record.
6. At the scheduled selection meeting, the members will present their independent
conclusions and comments based on their reading and interpretation of the materials
presented to each other, and they may ask questions of one another
7. The Selection Committee reserves the right to hold oral presentations and establish a rank
order for presentations. In any of the selection committee meeting deliberations, by
consensus, members may request to invite firms in to clarify their proposals, ask for
additional information, present materials, interview, and 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.
8. 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. Once final
rank is completed by the Committee, the public will be permitted to provide comments
(limited to three (3) minutes).
9. After final consensus of the ranking, staff will subsequently enter into negotiations.
Recommendation of contract award 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.
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9. References
The County reserves the right to contact any and all references pertaining to this solicitation and
related proposal.
10. 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 the second ranked firm or to re-advertise
using the same or revised documentation, at its sole discretion.
12. Reserved Rights
Collier County reserves the right in any solicitation to accept or reject any or all bids, proposals or
offers; to waive minor irregularities and technicalities; or to request resubmission. Also, Collier
County reserves the right to accept all or any part of any bid, proposal, or offer, and to increase or
decrease quantities to meet additional or reduced requirements of Collier County. Notwithstanding
any other provisions of this Article, if none or only one responsive and responsible bid or proposal
is received following any solicitation, the County Manager, or designee, reserves the right to reject
all bids, proposals or offers and to negotiate with any responsible providers to secure the best
terms and conditions in the sole interest of the County unless otherwise provided by law.
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Exhibit III: Collier County Purchase Order Terms and Conditions
1. Offer
This offer is subject to cancellation by the
COUNTY without notice if not accepted by
VENDOR within fourteen (14) days of issuance.
2. Acceptance and Confirmation
This Purchase Order (including all documents
attached to or referenced therein) constitutes the
entire agreement between the parties, unless
otherwise specifically noted by the COUNTY on
the face of this Purchase Order. Each delivery of
goods and/or services received by the COUNTY
from VENDOR shall be deemed to be upon the
terms and conditions contained in this Purchase
Order.
No additional terms may be added and Purchase
Order may not be changed except by written
instrument executed by the COUNTY. VENDOR is
deemed to be on notice that the COUNTY objects
to any additional or different terms and conditions
contained in any acknowledgment, invoice or other
communication from VENDOR, notwithstanding
the COUNTY’S acceptance or payment for any
delivery of goods and/or services, or any similar
act by VENDOR.
3. Inspection
All goods and/or services delivered hereunder shall
be received subject to the COUNTY’S inspection
and approval and payment therefore shall not
constitute acceptance. All payments are subject to
adjustment for shortage or rejection. All defective
or nonconforming goods will be returned pursuant
to VENDOR'S instruction at VENDOR’S expense.
To the extent that a purchase order requires a
series of performances by VENDOR, the COUNTY
prospectively reserves the right to cancel the entire
remainder of the Purchase Order if goods and/or
services provided early in the term of the Purchase
Order are non-conforming or otherwise rejected by
the COUNTY.
4. Shipping and Invoices
a) All goods are FOB destination and must be
suitably packed and prepared to secure the
lowest transportation rates and to comply with
all carrier regulations. Risk of loss of any
goods sold hereunder shall transfer to the
COUNTY at the time and place of delivery;
provided that risk of loss prior to actual receipt
of the goods by the COUNTY nonetheless
remain with VENDOR.
b) No charges will be paid by the COUNTY for
packing, crating or cartage unless otherwise
specifically stated in this Purchase Order.
Unless otherwise provided in Purchase Order,
no invoices shall be issued nor payments
made prior to delivery. Unless freight and
other charges are itemized, any discount will
be taken on the full amount of invoice.
c) All shipments of goods scheduled on the same
day via the same route must be consolidated.
Each shipping container must be consecutively
numbered and marked to show this Purchase
Order number. The container and Purchase
Order numbers must be indicated on bill of
lading. Packing slips must show Purchase
Order number and must be included on each
package of less than container load (LCL)
shipments and/or with each car load of
equipment. The COUNTY reserves the right to
refuse or return any shipment or equipment at
VENDOR’S expense that is not marked with
Purchase Order numbers. VENDOR agrees
to declare to the carrier the value of any
shipment made under this Purchase Order and
the full invoice value of such shipment.
d) All invoices must contain the Purchase Order
number and any other specific information as
identified on the Purchase Order. Discounts of
prompt payment will be computed from the
date of receipt of goods or from date of receipt
of invoices, whichever is later. Payment will be
made upon receipt of a proper invoice and in
compliance with Chapter 218, Fla. Stats.,
otherwise known as the “Local Government
Prompt Payment Act,” and, pursuant to the
Board of County Commissioners Purchasing
Policy.
5. Time Is Of the Essence
Time for delivery of goods or performance of
services under this Purchase Order is of the
essence. Failure of VENDOR to meet delivery
schedules or deliver within a reasonable time, as
interpreted by the COUNTY in its sole judgment,
shall entitle the COUNTY to seek all remedies
available to it at law or in equity. VENDOR agrees
to reimburse the COUNTY for any expenses
incurred in enforcing its rights. VENDOR further
agrees that undiscovered delivery of
nonconforming goods and/or services is not a
waiver of the COUNTY’S right to insist upon further
compliance with all specifications.
6. Changes
The COUNTY may at any time and by written
notice make changes to drawings and
specifications, shipping instructions, quantities and
delivery schedules within the general scope of this
Purchase Order. Should any such change
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increase or decrease the cost of, or the time
required for performance of the Purchase Order,
an equitable adjustment in the price and/or delivery
schedule will be negotiated by the COUNTY and
VENDOR. Notwithstanding the foregoing,
VENDOR has an affirmative obligation to give
notice if the changes will decrease costs. Any
claims for adjustment by VENDOR must be made
within thirty (30) days from the date the change is
ordered or within such additional period of time as
may be agreed upon by the parties.
7. Warranties
VENDOR expressly warrants that the goods and/or
services covered by this Purchase Order will
conform to the specifications, drawings, samples or
other descriptions furnished or specified by the
COUNTY, and will be of satisfactory material and
quality production, free from defects and sufficient
for the purpose intended. Goods shall be delivered
free from any security interest or other lien,
encumbrance or claim of any third party. These
warranties shall survive inspection, acceptance,
passage of title and payment by the COUNTY.
8. Statutory Conformity
Goods and services provided pursuant to this
Purchase Order, and their production and
transportation shall conform to all applicable laws,
including but not limited to the Occupational Health
and Safety Act, the Federal Transportation Act and
the Fair Labor Standards Act, as well as any law or
regulation noted on the face of the Purchase
Order.
9. Advertising
No VENDOR providing goods and services to the
COUNTY shall advertise the fact that it has
contracted with the COUNTY for goods and/or
services, or appropriate or make use of the
COUNTY’S name or other identifying marks or
property without the prior written consent of the
COUNTY’S Purchasing Department.
10. Indemnification
VENDOR shall indemnify and hold harmless the
COUNTY from any and all claims, including claims
of negligence, costs and expenses, including but
not limited to attorneys' fees, arising from, caused
by or related to the injury or death of any person
(including but not limited to employees and agents
of VENDOR in the performance of their duties or
otherwise), or damage to property (including
property of the COUNTY or other persons), which
arise out of or are incident to the goods and/or
services to be provided hereunder.
11. Warranty of Non-Infringement
VENDOR represents and warrants that all goods
sold or services performed under this Purchase
Order are: a) in compliance with applicable laws; b)
do not infringe any patent, trademark, copyright or
trade secret; and c) do not constitute unfair
competition.
VENDOR shall indemnify and hold harmless the
COUNTY from and against any and all claims,
including claims of negligence, costs and expense,
including but not limited to attorneys' fees, which
arise from any claim, suit or proceeding alleging
that the COUNTY’S use of the goods and/or
services provided under this Purchase Order are
inconsistent with VENDOR'S representations and
warranties in section 11 (a).
If any claim which arises from VENDOR'S breach
of section 11 (a) has occurred, or is likely to occur,
VENDOR may, at the COUNTY’S option, procure
for the COUNTY the right to continue using the
goods or services, or replace or modify the goods
or services so that they become non-infringing,
(without any material degradation in performance,
quality, functionality or additional cost to the
COUNTY).
12. Insurance Requirements
The VENDOR, at its sole expense, shall provide
commercial insurance of such type and with such
terms and limits as may be reasonably associated
with the Purchase Order. Providing and
maintaining adequate insurance coverage is a
material obligation of the VENDOR. All insurance
policies shall be executed through insurers
authorized or eligible to write policies in the State
of Florida.
13. Compliance with Laws
In fulfilling the terms of this Purchase Order,
VENDOR agrees that it will comply with all federal,
state, and local laws, rules, codes, and ordinances
that are applicable to the conduct of its business.
By way of non-exhaustive example, this shall
include the American with Disabilities Act and all
prohibitions against discrimination on the basis of
race, religion, sex creed, national origin, handicap,
marital status, or veterans’ status. Further,
VENDOR acknowledges and without exception or
stipulation 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
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seq. and regulations relating thereto, as either may
be amended. Failure by the awarded firm(s) to
comply with the laws referenced herein shall
constitute a breach of the award agreement and
the County shall have the discretion to unilaterally
terminate said agreement immediately. Any
breach of this provision may be regarded by the
COUNTY as a material and substantial breach of
the contract arising from this Purchase Order.
14. Force Majeure
Neither the COUNTY nor VENDOR shall be
responsible for any delay or failure in performance
resulting from any cause beyond their control,
including, but without limitation to war, strikes, civil
disturbances and acts of nature. When VENDOR
has knowledge of any actual or potential force
majeure or other conditions which will delay or
threatens to delay timely performance of this
Purchase Order, VENDOR shall immediately give
notice thereof, including all relevant information
with respects to what steps VENDOR is taking to
complete delivery of the goods and/or services to
the COUNTY.
15. Assignment
VENDOR may not assign this Purchase Order, nor
any money due or to become due without the prior
written consent of the COUNTY. Any assignment
made without such consent shall be deemed void.
16. Taxes
Goods and services procured subject to this
Purchase Order are exempt from Florida sales and
use tax on real property, transient rental property
rented, tangible personal purchased or rented, or
services purchased (Florida Statutes, Chapter
212), and from federal excise tax.
17. Annual Appropriations
The COUNTY’S performance and obligation to pay
under this Purchase Order shall be contingent
upon an annual appropriation of funds.
18. Termination
This Purchase Order may be terminated at any
time by the COUNTY upon 30 days prior written
notice to the VENDOR. This Purchase Order may
be terminated immediately by the COUNTY for
breach by VENDOR of the terms and conditions of
this Purchase Order, provided that COUNTY has
provided VENDOR with notice of such breach and
VENDOR has failed to cure within 10 days of
receipt of such notice.
19. General
a) This Purchase Order shall be governed by the
laws of the State of Florida. The venue for any
action brought to specifically enforce any of the
terms and conditions of this Purchase Order
shall be the Twentieth Judicial Circuit in and for
Collier County, Florida
b) Failure of the COUNTY to act immediately in
response to a breach of this Purchase Order
by VENDOR shall not constitute a waiver of
breach. Waiver of the COUNTY by any default
by VENDOR hereunder shall not be deemed a
waiver of any subsequent default by VENDOR.
c) All notices under this Purchase Order shall be
sent to the respective addresses on the face
page by certified mail, return receipt requested,
by overnight courier service, or by personal
delivery and will be deemed effective upon
receipt. Postage, delivery and other charges
shall be paid by the sender. A party may
change its address for notice by written notice
complying with the requirements of this
section.
d) The Vendor agrees to reimbursement of any
travel expenses that may be associated with
this Purchase Order in accordance with Florida
Statute Chapter 112.061, Per Diem and Travel
Expenses for Public Officers, employees and
authorized persons.
e) In the event of any conflict between or among
the terms of any Contract Documents related
to this Purchase Order, the terms of the
Contract Documents shall take precedence
over the terms of the Purchase Order. To the
extent any terms and /or conditions of this
Purchase Order duplicate or overlap the Terms
and Conditions of the Contract Documents, the
provisions of the Terms and/or Conditions that
are most favorable to the County and/or
provide the greatest protection to the County
shall govern.
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Exhibit IV: Additional Terms and Conditions for RFP
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 shall 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 hereunder, Vendor shall immediately take steps to have the
aggregate limit reinstated to the full 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
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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 Procurement Ordinance.
4. County’s Right to 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 resultant contract(s) may include purchase or work orders issued under
one, or any combination of price methodologies by the County’s project manager. 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
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• 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.
• Standard – payment by purchasing card. Collier County’s Purchasing Card Program is
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.
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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.
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 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 Contractor be found to have failed to perform 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
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sole judge of non-performance. In the event that the award of this solicitation is made by the
Procurement Services Director, the award and any resultant purchase orders may be terminated at
any time by the County upon thirty (30) days written notice to the awarded vendor(s) pursuant to the
Board’s Procurement Ordinance.
13. Lobbying
After the issuance of any solicitation, no current or prospective vendor or any person acting on their
behalf, shall contact, communicate with or discuss any matter relating to the solicitation with any
Collier County employee or elected or appointed official, other than the Procurement Services
Director or his/her designees. This prohibition ends upon execution of the final contract or upon
cancellation of the solicitation. Any current or prospective vendor that lobbies any Collier County
employee or elected or appointed official while a solicitation is open or being recommended for award
(i) may be deemed ineligible for award of that solicitation by the Procurement Services Director, and
(ii) will be subject to Suspension and Debarment outlined in section Twenty-eight of County
Ordinance 2017-08.
14. Public Records Compliance
Florida Public Records Law Chapter 119, including specifically those contractual requirements in
119.0701(2)(a)-(b) 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.
15. Certificate of Authority to Conduct Business in the State of Florida (Florida Statute 607.1501)
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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.org/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 17-7120 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
With respect to a protest of the terms, conditions and specifications contained in a solicitation,
including any provisions governing the methods for evaluation of bids, proposals or replies, awarding
contracts, reserving rights for further negotiation or modifying or amending any contract, the
protesting party shall file a notice of intent to protest within three (3) days, excluding weekends and
County holidays, after the first publication, whether by posting or formal advertisement of the
solicitation. The formal written protest shall be filed within five (5) days of the date the notice of intent
is filed. Formal protests of the terms, conditions and specifications shall contain all of the information
required for the Procurement Services Director, to render a decision on the formal protest and
determine whether postponement of the bid opening or proposal/response closing time is
appropriate. The Procurement Services Director's decision shall be considered final and conclusive
unless the protesting party files an appeal of the Procurement Services Director's decision.
Any actual bidder or respondent to who desires to protest a recommended contract award shall
submit a notice of intent to protest to the Procurement Services Director within three (3) calendar
days, excluding weekends and County holidays, from the date of the initial posting of the
recommended award.
All formal protests with respect to a recommended contract award shall be submitted in writing to the
Procurement Services Director for a decision. Said protests shall be submitted within five (5)
calendar days, excluding weekends and County holidays, from the date that the notice of intent to
protest is received by the Procurement Services Director, and accompanied by the required fee.
Complete form and instructions for formal protest are set forth in Section 23 of Collier County
Ordinance 2017-08. The protesting party must have standing as defined by established Florida case
law to maintain a protest.
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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
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-FMOPS@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.
CCSO requires separate fingerprinting prior to work being performed in any of their locations. This
will be coordinated upon award of the contract. If there are additional fees for this process, the
vendor is responsible for all costs.
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
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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
Statutes and executive orders require employers to abide by the immigration laws of the United
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 Procurement Services Division 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
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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.
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, wi ll give preference to local
businesses in the following manner.
For all purchases of comm odities 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 prefe rence 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.
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Attachment 1: Vendor’s Non-Response Statement
The sole intent of the Collier County Procurement Services Division 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, Procurement Services Division, 3295 Tamiami
Trail E, Naples, FL 34112.
We are not responding to Solicitation 17-7120 – Tourism Sales Representation in Midwestern
United States 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 ____________
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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.
Name of Firm:
________________________________________________________
Address:
________________________________________________________
City, State, Zip:
________________________________________________________
Telephone:
________________________________________________________
Email:
________________________________________________________
Representative Signature:
________________________________________________________
Representative Name: _____________________________________ Date ______________
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Attachment 3: Conflict of Interest Affidavit
The Consultant certifies that, to the best of its knowledge and belief, the past and current work on any
Collier County project affiliated with: 17-7120 Tourism Representation in Midwestern USA does not pose
an organizational conflict as described by one of the three categories below:
Biased ground rules – The firm has not set the “ground rules” for affiliated past or current Collier
County project identified above (e.g., writing a procurement’s statement of work, specifications, or
performing systems engineering and technical direction for the procurement) which appears to skew
the competition in favor of my firm.
Impaired objectivity – The firm has not performed work on an affiliated past or current Collier
County project identified above to evaluate proposals / past performance of itself or a competitor,
which calls into question the contractor’s ability to render impartial advice to the government.
Unequal access to information – The firm has not had access to nonpublic information as part of
its performance of a Collier County project identified above which may have provided the contractor
(or an affiliate) with an unfair competitive advantage in current or future solicitations and contracts.
In addition to this signed affidavit, the contractor / consultant must provide the following:
1. All documents produced as a result of the work completed in the past or currently being worked
on for the above mentioned project; and,
2. Indicate if the information produced was obtained as a matter of public record (in the “sunshine”)
or through non-public (not in the “sunshine”) conversation (s), meeting(s), document(s) and/or
other means.
3. Failure to disclose all material or having an organizational conflict in one or more of the three
categories above be identified, may result in the disqualification for future solicitations affiliated
with the above referenced project(s).
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 project
identified above has been fully disclosed and does not pose an organizational conflict.
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 Commission Expiration
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Attachment 4: Vendor Declaration Statement
BOARD OF COUNTY COMMISSIONERS
Collier County Government Complex
Naples, Florida 34112
RE: Solicitation: 17-7120 – Tourism Sales Representation in Midwestern United States
Dear Commissioners:
The undersigned, as Contractor 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 Contractor 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 Consultant states that the proposal is based upon
the proposal documents listed by the above referenced Solicitation 17-7120 – Tourism Sales
Representation in Midwestern United States.
(Proposal Continued on Next Page)
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PROPOSAL CONTINUED
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 _________________________________
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Attachment 5: Affidavit for Claiming Status as a Local Business
Solicitation: 17-7120 – Tourism Sales Representation in Midwestern United States (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 Procurement Ordinance of the Collier County Board of
County Commissioners and the Regulations Thereto. As defined in Section XI of the Collier County Procurement
Ordinance:
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)
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Attachment 6: Immigration Affidavit Certification
Solicitation: 17-7120 – Tourism Sales Representation in Midwestern United States
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.
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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 (includin g
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 yo ur 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
Address ___________________________________
Remit / Payment Information
Address ____________________________________________
City __________
State ________ Zip ___________
City _____________
State _________ Zip ______________
FAX ______________________________________
Email _____________________________________
FAX ______________________________________________
Email _____________________________________________
2. Company Status (check only one)
Individual / Sole Proprietor Corporation Partnership
Tax Exempt (Federal income tax-exempt entity
under Internal Revenue Service guidelines IRC
501 (c) 3)
Limited Liability Company
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 ________________________
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Attachment 8: Insurance and Bonding Requirements
Insurance / Bond Type Required Limits
1. Worker’s
Compensation
Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government
Statutory Limits and Requirements
2. Employer’s Liability
$100,000 single limit per occurrence
3. Commercial General
Liability (Occurrence Form)
patterned after the current
ISO form
Bodily Injury and Property Damage
$1,000,000 single limit 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
4. Indemnification To the maximum extent permitted by Florida law, the
Contractor/Vendor/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 Contractor/Vendor/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 $ 500,000 Each Occurrence; Bodily Injury & Property Damage,
Owned/Non-owned/Hired; Automobile Included
5. Other insurance as
noted:
Watercraft $ __________ Per Occurrence
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
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• $2,000,000 per claim and in the aggregate
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
Payment Bonds
For projects in excess of $200,000, bonds shall be submitted with the
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 6/5/2017
_______________________________________________________________________________________________
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 _________________
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Leveraging the power of connections
PROPOSAL PRESENTED TO:
NAPLES, MARCO ISLAND, EVERGLADES
CONVENTION & VISITORS BUREAU (CVB)
TOURISM SALES REPRESENTATION IN
MIDWESTERN UNITED STATES
SYNERGY-CONNECT October 23, 2017
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TABLE OF CONTENTS
I. Cover Letter / Pricing………………………………………………….…….……….………… 3 - 7
II. Proposer’s Solution to County’s Requirements…………………..…………...... 8 - 17
III. Proposer’s Experience and Capacity………………………………….……………… 18 - 20
IV. Specialized Expertise of Team Members…………………………………….…….. 21 - 25
V. Local Vendor Preference……………………………………………………………….…… 26 - 27
VI. Acceptance of Conditions……………………………………………….….……….…… 28 - 29
VII. Attachments Required Form Submittals……………………………….…………. 30 - 42
SYNERGY-CONNECT | ContentOctober 23, 2017
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SYNERGY-CONNECT | Tab I, Cover Letter
Tab I, Cover Letter / Pricing
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SYNERGY-CONNECT | Tab I, Cover Letter
August 15th, 2017
Brenda Brilhart
Procurement Strategist
Collier County
Naples, FL
Dear County Manager and Selection Committee,
Thank you for the opportunity to submit a proposal for your Collier County Tourism Sales
Representation in the Midwestern United States.
Synergy-Connect is a new collaborative startup, integrated by a team of seasoned
hospitality professionals, with a shared passion for unconventional travel and emerging
Destinations. Together we offer a diverse background and individual skill-sets, to represent,
consult, and connect independent providers of unique and memorable experiences, with
professional buyers in the Americas.
OUR PHILOSOPHY: We believe in “synergy”, because we know that we work smarter
together. Our team doesn’t know boundaries, we use our talents, as well as our collective
book of contacts and relationships, to reach our target clients and influence their decisions.
Most important, we believe in partnership, and giving back to our industry.
OUR STRATEGY: One approach doesn’t fit all. We sit down with our clients to learn their
strengths and weaknesses, as well as their challenges and opportunities.
DATA BASE: We have a combined Database of over 15, 000 ACTIVE meetings and incentive
planners from a wide variety of industries, from third party planners, incentive houses,
corporate planners, association planners, as well as agencies who book special events and
leisure groups.
RELATIONSHIPS: We are proud of connections with the main decision makers in our
industry as well as our professional reputation, especially in the Midwest, where we all have
a proven record of success stories, demonstrating how relationships can impact business
results.
EXCLUSIVITY: While we represent different clients, we only contract one client per
Destination, and make sure there is no conflict of interest even among different
Destinations.
VALUE: Our unique concept of Boutique representation services works best for clients
looking to get more for less, which is something we are able to achieve through
collaboration.
We appreciate your time and are delighted to present the enclosed proposal for your
review. Looking forward to collaborating and working with your amazing Destination.
Sincerely,
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SYNERGY-CONNECT | Tab I, Contact
Synergy-Connect, LLC
Maura Dominguez-Zhang
Managing Partner
Phone: 786-409-1648
Email:mauradominguez2010@gmail.com
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SYNERGY-CONNECT | Tab I, Pricing
Item # Description Price
1 Midwest Sales Representation $49,500.00
2 Sales Missions $12,000.00
3 Trade Show Registration $20,000.00
TOTAL $81,500.00
Pricing
•JAN - MAR: Sales Calls in Chicago & Minneapolis
•APRIL-MAY: Sales Calls in Indiana and Michigan
•AUGUST: Sales Calls in Iowa and Missouri
•NOVEMBER: Sales Calls in Ohio (Cincinnati, Cleveland and Columbus)
•We will target top accounts in each of these markets and host VIP
dinners, in addition to inspired events based on budget allowance. For
example:
o Baseball event in St. Louis
● OCTOBER: IMEX America
● OCTOBER: Luxury Meetings Summits Minneapolis and Milwaukee
● NOVEMBER: Luxury Meetings Summits Cleveland, Cincinnati, Indianapolis
● JANUARY: Incentive Live Las Vegas
● JUNE: Incentive Research Foundation Annual Invitational
Sales Missions 2018:
Tradeshows 2017 / 2018:
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SYNERGY-CONNECT | Tab I, Pricing
We also recommend
National, local and in-market events:
● Site Minnesota Holiday Party and CSR Event – December 2017
● Site Chicago Golf Event
● Site Chicago Annual Holiday Trolley – December 2017
● Holiday Showcase to target Chicago associations
● MPI Holiday Party – December 2017
● Hospitality Fest Chicago
● Chicago Event and Hospitality Industry St. Pat’s Bash
● MPI Chicago Trivia Night
● Industry Exchange – April 2018
● SITE Midwest Iowa State Fair Event
● Site Classic - September 2018
● Industry Midwest networking events for SITE, MPI, PCMA, WINiT, HSMAI,
Choose Chicago, among others, on a regular basis.
● M&I Campus Week
● Helmsbriscoe ABC
● ConferenceDirect APM and Exclusive Corporate & Association Client
Events
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SYNERGY-CONNECT | Tab II, Solutions
Tab II, Proposer’s Solution to County’s
Requirements
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SYNERGY-CONNECT | Tab II, Solutions
Our Philosophy on targeting various meeting planners
with varying types of clients.
UNDERSTANDING THE CLIENT'S NEEDS:
•We spend time nurturing relationships with our Planners by keeping in
constant contact and knowing what is going on with their clients.
•We connect and follow up on a regular basis via email, calls,
lunch/dinner appointments, and pop in visits.
•We remain engaged with our clients and we always know what
meetings/ programs are in the pipeline.
•We spend time listening and understanding our clients’ needs and what
they are looking for in a destination for each program.
•Not every program will meet the needs so we filter out the ones that
have the most potential to book and position the destination.
•We understand the requirements of different types of clients, including
Insurance, Association Board Meetings, third party planners including
HB, ConferenceDirect, HPN, and most importantly our Midwest
incentive houses. From the types of clients they each focus on, to their
sourcing methods and proposal formats.
•We also know the importance of timely follow up, as in many cases our
third party clients will be in a bid situation themselves.
UNDERSTANDING THE PRODUCT:
•We position ourselves as experts on the Destination and engage
planners with updates on latest happenings on the destination
•By spending time getting to know the properties, attractions and any
unique offerings of the destination overall.
•We spend time learning and understanding any challenges so that we
can learn how to sell around them and create opportunities out of them.
•We maintain clear and open lines of communication with the County on
a regular basis
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SYNERGY-CONNECT | Tab II, Solutions
•Assist CVB Group Sales to coordinate meeting planner or
meetings market journalist familiarizationtours of the destination.
Synergy-Connect will coordinate FAM Trips targeting Midwest corporate
and incentive group planners. Ideally these trips will take place in
conjunction with a major event in the destination, in order to showcase
the vibrant destination.
FAM trips will also have an educational component from the CVB, from
participating hotels, from venues and ideally a general topic of interest to
planners (i.e. MICE trends, Leadership, Risk Management, etc,…).
We recommend at least 2 FAMs (one in-season, one off-season) for
instance, February 2018 during the Chubb Classic and the other during a
major fishing tournament.
•Educate planners and their clients on Collier County hotels,
attractions,dining, shopping, beaches, etc.
We are passionate about educating our clients on amazing destinations
such as Naples, Marco Island and the Everglades. We believe that before
a client even considers a hotel, they must be sold on the destination first.
The client must realize the benefits of taking their business to the
destination first and foremost. Although Naples is a well-established
destination, sometimes clients forget or simply are not aware of the
potential attractions, tours, hotels, culinary scene, or local gems of a
destination.
We will prospect and host monthly webinars to educate planners on the
destination. These webinars will be in an “open house” invite format and
may have a featured hotel with a giveaway to attract planners to join.
Another idea is to feature an educational subject that would be of interest
to the planners.
In addition to webinars we will use our social media influence on LinkedIn,
Facebook, Twitter and other networks to highlight features of the
destination and overcome common objections.
How Synergy-Connect intends to meet each of the
County’s requirements in the RFP’s Detailed Scope of
Work
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SYNERGY-CONNECT | Tab II, Solutions
•Maintain a Calendar of sales missions, trade shows and group
contact solicitations and share at least monthly with CVB group sales
supervisor.
We use Hotspot to create and maintain a calendar of sales missions,
tradeshows and solicitations via Dropbox (or the preferred format for the
CVB), which will track accounts we called, emailed and met with. This will
be a live, ongoing document that will be updated on a monthly basis for
the CVB. In the event that the CVB has its own CRM, we will sync with
your system or follow your guidelines.
•Attend and coordinate trade show as assigned by the CVB Group
Sales Supervisor.
We are an extension of your sales team and we are available for any kind
of activities in market and beyond. We will be at the designated trade
shows and handle client meetings and networking events. This person
will coordinate appointments, booth materials and registrations from
beginning to end.
•Compile monthly reports on all sales calls, trade shows, regional
tourism events, sales and media missions and Familiarization trips (FAMs)
completed.
We will follow your guidelines. This report will be compiled along with
the monthly calendar and will be a live document stating our monthly
efforts. This will include attendance at regional MPI, SITE, FICP, PCMA
and other regional events.
•Make sales presentations to Midwest planner groups, incentive
houses, meeting services companies to encourage them to bring their
meetings, group functions, Incentive trips and reunionsto Collier County.
We will first target our clients who we know have business for Florida
and/or beach destinations. Simultaneously, we will send e-blasts and
make prospecting calls targeting our database to uncover new potential
business.
Quarterly sales missions to top accounts: Our clients include third party
meeting planners, direct corporate buyers, incentive houses (i.e. Meetings
+ Incentives, BCD M&E, Creative Group, Viktor Incentives, AIMIA, Gavel
International,Motivaction,among others).
How Synergy-Connect intends to meet each of the
County’s requirements in the RFP’s Detailed Scope of
Work
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SYNERGY-CONNECT | Tab II, Solutions
•Coordinate monthly meetings with CVB Group Sales Supervisor
on a rotating location basis or by phone to discuss important tourism issues.
Those topics would include sales call reports and results, suggested
promotions, advertising, digital and social media strategies to reach group
meeting plannerson futureor repeat business.
We will schedule monthly conference calls or in person meetings with
the CVB Group Sales Supervisor to get updates on the destination. In
addition, this will be a great exercise to evaluate our strategies and make
changes as needed.
This will also be a great way to brainstorm and bounce ideas for future
promotions, ads and social media initiatives. We believe in collaboration
and communication, therefore, we will always keep in contact when there
is an opportunity for Collier County.
•Contractor will prepare and present to the County, attention
Tourism Director, a proposed annual marketing plan which will be provided
by the contracted person at the same total compensation amount for time
and out of pocket expenditures for these services for the initial three year
term of the contract.
We will consult with the CVB Group Sales Supervisor and prepare a
detailed marketing plan which will list in detail our strategies, set goals
and actions for the year, in order to support sustainable growth year over
year.
•Store and distribute CVB promotional materials and sales
collateral as provided by Collier area tourism partners, and specialty items
provided by the County Tourism Division. These materials would include CVB
Visitor Guide, Golf Guide, Meeting Planner Guides, tri-fold destination
brochures in different languages, Visitor Maps, power point presentations,
logos, stationeryand websiteinformation.
We will keep and distribute promotional materials and sales collateral
stored for use during tradeshows, presentations and sales calls.
•Review content of tourism publicationsfor accuracy.
We are sales and marketing experts that will be happy to provide a
“second” set of eyes and advise on any edits necessary to ensure the
destination’s message is accurate in all mediums.
How Synergy-Connect intends to meet each of the
County’s requirements in the RFP’s Detailed Scope of
Work
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SYNERGY-CONNECT | Tab II, Solutions
●Contractor will organize at least one planner site visit per month
of the destination with coordination and support from the CVB sales
staff.
Through our lead generation we will encourage clients to visit Collier
County. We will coordinate site visit agendas and will support CVB sales
staff on communication and arrangements.
•Contractor will provide their own in market office spaces and
computers/office equipment, computer network and professional email
address; telephone, fax and copy machine for their use. These services
will be providedat no additionalcost to the County.
Synergy-Connect is an innovative startup with offices in Chicago and
Florida. We have company email addresses, phones, office equipment
and cloud based CRM information systems.
•Contractor will provide 40 hours per month of contracted services
as recorded in a time log and reported on a monthly basis by the tenth
of the month following the activity.
We will follow the county’s guidelines for reporting. Information will also
be provided to the CVB through constant contact and CRM reports.
•Contractor will provide their own insurance at their own expense
in compliance with Collier County’s insurance requirements included in
Attachment 8 of this document.
Synergy-Connect will meet insurance requirements – see attachment 8.
•Present estimates to CVB in advance for pre-approval of out of
pocket expenses for travel and other sales activity expenses. These
expenseswould be limited to the following annualtotals:
$12,000 for sales missions averaging one per quarter at up to $3,000 each.
$ 20,000 for Trade Show registrations.
Registrations for trade shows will be paid directly by the CVB. All other out
of pocket expenses will be reimbursed to the Contractor after
presentation to the Group Sales Supervisor.
How Synergy-Connect intends to meet each of the
County’s requirements in the RFP’s Detailed Scope of
Work
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SYNERGY-CONNECT | Tab II, Solutions
•Contractor will make cold calls and provide lead generation and
follow up reports and leads monthly to CVB group sales supervisor
•Contractor will generate a minimum of 8 RFP’s (Request for
Proposal) per month at a 25% conversionto definitegoal.
The target markets for these calls, sales missions, trade shows and leads
will be corporate meeting planners and incentive houses in Minnesota,
Wisconsin, Illinois, Kansas, Michigan, and Indiana with focus on
Minneapolis, Milwaukee, Chicago, Kansas City, Dearborn and South Bend.
The focus will be on Incentive, Corporate and Luxury.
Naples has some of the top golf resorts and most gorgeous beaches in the
nation. We see a lot of opportunity in the Luxury corporate and incentive
market for this destination. We believe our clients will be particularly
excited to bring their programs to Collier County. Our sales calls and
prospecting efforts will be focused on lead generation and conversion.
How Synergy-Connect intends to meet each of the
County’s requirements in the RFP’s Detailed Scope of
Work
We will first target our clients whom we know have business for Florida
and/or beach destinations. Simultaneously, we will send e-blasts and
make prospecting calls, targeting our database to uncover new potential
business.
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SYNERGY-CONNECT | Tab II, Solutions
Sample work product completed for a similar client on
tourism representation experience
DOMINICAN REPUBLIC: Patricia Perez-Sahin
• Positioned the Dominican Republic as the Leading Destination in the
Caribbean in the US Midwest.
• Developed multiple partnerships and alliance with US Tour Operators and
consortia, for more than 30% of increase business in the first two years, and
average annual growth of 20% from 2009-2015. (Statistics and production
reports available upon request).
• Focused on the Luxury market, and strong advocate for sustainable tourism,
negotiated agreements with Virtuoso and other luxury networks and work
closely with top producing agencies, while attending Virtuoso Travel Week
for 5 consecutive years.
• Pioneered the development of the meetings and incentives segment for the
Dominican Republic in the USA, and became widely known among industry
leaders, incentive buyers, and corporate clients.
• Awarded every single year, for transparency and excellence in financial
performance, by the Ministry of Tourism of the Dominican Republic
Leadership.
• Awarded as Partner of the year with Classic Vacations & Expedia, Member of
the Year with SITE in 2014, Recognized among 25 Young Women of Success
by the most prestigious magazine in the Dominican Republic, (Revista
Mercado 2012), and 2016 Smart Woman in the Meeting Industry by Smart
Meetings Magazine.
WE WORLD EXPERTS: Donna Mitsos
•With WE World Experts we regularly put together and attend sales calls and
missions. We assisted our Indian DMC Rep last February setting up meetings
in Chicago, Minneapolis, St Louis, and Kansas City with third party planners as
well as evening events in Chicago and Minneapolis.
• The meetings resulted in one confirmed group to India next month as well as
two RFP’s and much interest.
• We are also am in the process of setting a up a FAM trip to India with key
clients from the Midwest and Toronto
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SYNERGY-CONNECT | SYNERGY-CONNECT | Tab II, Solutions
CURACAO: Maura Dominguez
•Provided the Curacao Tourist Board with multiple opportunities for exposure
in the North American market
•Positioned Curacao as one of the top emerging destinations in the Caribbean
•Participation in FAMs for top incentive houses and Midwest clients (i.e. Viktor
incentives took their Viktor Experience client event to the destination in 2015,
where unique destination experiences, venues and hotels were highlighted
and featured to their top 25 clients)
•The Viktor Experience included pre/post destination marketing to not only the
25 attendees, but to the entire Viktor client network through creative email
campaigns and mailed gift/invitations igniting curiosity for the destination.
This event yielded multiple RFPs and 2 definite bookings for the destination
•In addition, we positioned special events happening in the destination to
create innovative client experiences – for instance, the annual Curacao North
Sea Jazz Fest was a phenomenal event where we created an intimate VIP FAM
with up to 10 clients, hotel and destination site inspections through
experiential events, unique activities and VIP concert experience. This
became a yearly FAM for the destination. Other destination events that we
leveraged were: Curacao Swim Week, Carnival and Taste of Curacao
•Provided Curacao with exposure and the opportunity to host multiple SITE
MICE events in the destination
Sample of a “breakthrough” and innovative approach
to tourism group sales representation
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•All of our information is cloud based and will be accessible at all times.
•Our sales management system and tools help us stay organized,manage
contacts and information better, track our sales deals more efficiently and
save time.
•Our information systems help us sell more and provide results for our clients.
•Information will be provided to the CVB through constant communication and
CRM reports.
•We provide Monthly Twitter, Facebook, LinkedIn and Instagram posts
•We leverage our networks and followers to provide insights, education,
highlights and promotions via social media for our clients
•We provide Listing on Synergy-Connect website
•Periodic destination e-blasts to our meeting planner database, with offers and
marketing campaigns provided by Collier County CVB
•Our team is made up of industry experts who write periodic posts and articles
for renowned organizations such as SITE and MPI
•Maura Dominguez-Zhang is 2018 President-Elect for Site Florida & Caribbean
•Donna Mitsos is on the Board of Directors for Women in Travel
•LinkedIn networking and destination posts to over 7,500 combined
connections – on average our individual posts get approximately 300 views.
SYNERGY-CONNECT | Tab II, Solutions
Backup systems or locations in case of an emergency
that will enable us to carry on business.
How we use Social Media networks to support our
sales plan
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Tab III, Proposer’s Experience and
Capacity
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•Our sales experts have over 40 years in combined hospitality sales and
representation experience.
•In previous capacities in hotel sales, our team members have worked with FL
hotels, such as Marenas Resort, Loews Miami Beach, Biltmore Coral Gables,
Sheraton Sand Key, EPIC Downtown Miami, Grove Isle Coconut Grove, and
The Ritz-Carlton Key Biscayne
•We worked with Visit Florida and GMCVB on sales missions, as well as
industry trade shows such as ITME and MPI.
•We understand that Florida may have competition within the state and will
position Naples CVB accordingly
•We also understand that Florida may not always be the first thought when a
client is looking for an incentive destination and we will overcome those
obstacles by preparing responses to common objections
•We understand the disadvantages that Collier County might face in terms of
budget and air connectivity, compared to other Florida mainstream
Destinations such as Miami and Orlando. However, we believe Naples has a
unique appeal for the incentive market, and other smaller meetings that are
looking to unwind, and be closer with the Destination's’ natural landscape,
while still finding a variety of things to do both day and night.
SYNERGY-CONNECT | Tab III, Experience
Specific knowledge of Florida tourism and representing
Florida travel destinations
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SYNERGY-CONNECT | Tab III, Experience
•Our strength lies in the skills, experiences and entrepreneurial spirit of our
team with a strong financial backing.
•We are a collaborative startup and some of our strongest assets are the
contacts and the relationships that we bring to the table.
•Our team has collaborated on previous projects and experiences with
destinations, DMCs, trade shows, presentations and board of director roles and
committees with SITE.
Qualifications to produce required deliverables:
Representation client References:
1.Vielka Deguidi, Casa de Campo, Director of Resort Sales
vdeguidi@ccampo.com
2.Shasha Cruz, Dominican Republic Tourist Board, Director Meetings & Events
s.cruz@godominicanrepublic.com
3. Jorge Lopez, Axious DMC, President
jorge@axiosvacations.com
•Our team has worked with Curacao Tourist Board to position Curacao as a
group and incentive destination.
•The challenges faced were lack of airlift, lack of product/destination knowledge
in the North American market, lack of destination infrastructure and lack of
group hotel/offsite venue product to accommodate North American groups.
•Overcame challenges by: Educating clients, destination FAMs and site visits, in-
market sales missions and events, webinar presentations (lunch and learn),
partnering with hotels to educate them on the needs of the North American
client, working with hotels and government to increase airlift, working with
airport partners for hospitality lounges and other solutions.
Philosophies on tourism representation and examples of
other group sales clients and challenges:
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Tab IV, Specialized Expertise of Team
Members
SYNERGY-CONNECT |Tab IV, Team Members October 23, 2017
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Maura Dominguez-Zhang,
Managing Partner
Industry leader in sales and marketing and luxury-tier
hospitality industry. Record achievements and well-
rounded sales experience with a focus in the Midwest and
incentive market. Maura is big on innovation, creativity
and continuing education and obtained her CIS (certified
incentive specialist) last year. She has a solid network of
industry peers and clients, excellent communication,
interpersonal, account management, time management
and entrepreneurial skills. Maura has represented
Curacao, Miami and Florida in previous hotel roles and
helped match clients needs with the appropriate hotel
solution for their groups. Maura has a bachelor's degree in
Hospitality Management from Florida International
University and brings 19 years of experience in roles from
hotel operations to sales & marketing, and travel industry
sales. From the beginning of her sales career, networking
has been key to building her network and producing sales
results, through participation in MPI, SITE and FICP among
others.
Hotel experience includes the top luxury hotel companies
such as The Ritz-Carlton, Key Biscayne, The Biltmore Coral
Gables, Noble House Hotels and Kimpton Hotels. Most
recently Maura was with Benchmark Hotels Caribbean
region, building awareness for Curacao in the North
American MICE market. Some achievements include: 2004
Noble House Hotels & Resorts Chairman’s Club (achieved
157% of sales goal), 2006 Facilitator roundtable discussions
at MPI PEC and WEC, 2006 & 2007, 2017 Guest speaker at
FIU Hospitality Class, 2009 MPI SEC Sponsorship Co-Chair,
2010 – 2013 MPI CAC Staff Writer on the award winning
MarComm Committee online & printed newsletter, 2012
Completed Corporate Athlete training, 2013 Incentive
Project Management Certificate, 2014 Benchmark Attitude
and Determination Award, 2015 Benchmark Platinum Club
(achieved 113% of sales goal), 2016 - 17 SITE Florida &
Caribbean Board of Directors and Newsletter Editor, 2016
CIS (Certified Incentive Specialist)certification,2016 Guest
SYNERGY-CONNECT |Tab IV, Team Members October 23, 2017
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Donna Mitsos,
Regional Director Midwest
An extremely self-motivated connector in the events,
meetings and incentives industry with a strong background in
customer service, a large network of industry professionals,
and a passion for helping others connect, grow and make a
difference. Specializing in directing, controlling and
implementing all strategies and activities to generate positive
results, increase sales and exceed customer expectations
through networking, collaboration, exceptional
communications, marketing, successful documentation,
excellent customer service, tracking and follow up.
Donna is currently representing 12 international DMC
companies in the North American market as well as a partner
for Innovation Meetings providing sourcing, facilitation and
expertise with a focus on innovation. She previously spent
five years in a Midwest and Canada sales role for The Leading
Hotels of the World. Donna is an avid volunteer currently
serving in a leadership role with WINiT - Women in Travel,
having just left a three year role on the SITE Chicago BOD.
Donna is very active networker and connector who will bring
passion, energy and enthusiasm to any sales role. She has a
degree in Business Travel Management and is a Certified
Incentive Specialist.
SYNERGY-CONNECT | Tab IV, Team Members October 23, 2017
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Patricia Sahin,
Strategic Advisor
A dynamic tourism and hospitality marketing professional
with 14+ years of experience planning and executing
integrated business plans for the travel industry, with a
strong focus on the upscale market. Patricia enjoys working
in collaboration with partners and stakeholders to deliver
results beyond expectations, positioning brands strategically,
while growing sales and revenue targets.
As the former Director of the Dominican Republic Tourism
Board, Patricia was instrumental helping to position the
Destination in the meetings and incentive industry in the US,
growing the Destination's market share, while being an
advocate for independent and luxury hotels. She then
became Sr. Director of Group Sales at Casa de Campo Resort
& Villas, where she built a strong foundation to grow the
group sales pipeline, and reposition the Brand. Patricia also
joined the team at Prestige Global Meetings, in order to
expand her horizons beyond the DR and put herself in the
shoes of a third-party buyer, which paved the way to the
foundation of Synergy-Connect. Most recently Patricia was
recruited by Nobu Eden Roc, as Director of National
Accounts, where she has been on a mission to develop the
Midwest Market for the Hotel, and in the meantime she will
work for Synergy Connect as ad advisor, and co-founder.
Patricia holds a Master’s degree in Business Administration,
MBA from Nova Southeastern University, a Bachelors in
Marketing communication from APEC University, and she is a
Certified Incentive Specialist, CIS. She is an active member of
SITE, where in 2014 she was awarded as Member of the Year.
SYNERGY-CONNECT | Tab IV, Team Members October 23, 2017
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•MPI
•FICP
•SITE Board of Directors
•Maura Dominguez-Zhang is the 2018 President-Elect for SITE Florida &
Caribbean Chapter and currently serves on the SITE Global Membership
Committee
•Patricia Perez-Sahin was President of SITE Chicago, and awarded as SITE
Member of the Year in 204, which is the highest award that can be
granted to an individual in the incentive industry.
•WINiT Board of Directors
•Attending Kellen Conference in Chicago end of August.
•Organizing Women in Travel event in September in Chicago. Next day will be
a SITE event.
•Speaking engagement at SITE Young Leaders Conference at IMEX
•IMEX - We assist with setting up appointments at IMEX and other trade shows
– we start our recruiting and prospecting early in the year to ensure our
clients get their preferred appointments
•Destination Southeast in September
•Organizing FL Educational Summit in Orlando in September
SYNERGY-CONNECT | Tab IV, Team Members
Memberships:
Upcoming Events:
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Tab V, Local Vendor Preference
SYNERGY-CONNECT | Tab V, Local Vendor October 23, 2017
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•Attachment 5 – NOT APPLICABLE
•List of office locations in the Midwest USA:
200 N Jefferson St Unit 2206
Chicago, IL 60661
708-790-6753
SYNERGY-CONNECT |Tab V, Local VendorOctober 23, 2017
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Tab VI, Acceptance of Conditions
SYNERGY-CONNECT | Tab VI, AcceptanceOctober 23, 2017
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EXCEPTIONS:
•No Exceptions
SYNERGY-CONNECT | Tab VI, Acceptance October 23, 2017
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Tab VII, Required Form Submittals
SYNERGY-CONNECT | Tab VII, Required FormsOctober 23, 2017
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•Attachment 2: Vendor Checklist
•Attachment 3: Conflict of Interest Affidavit
•Attachment 4: Vendor Declaration Statement
•Attachment 5: Affidavit for Claiming Status as a Local Business – NOT
APPLICABLE
•Attachment 6: Immigration Affidavit Certification
•Attachment 7: Vendor Substitute W-9
•Attachment 8: Insurance and Bonding Requirements
SYNERGY-CONNECT |Tab VII, Required Forms
Required Forms:
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Attachment 2
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Attachment 3
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Attachment 4 – Page 1
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Attachment 4 – Page 2
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Attachment 5
•NOT APPLICABLE
SYNERGY-CONNECT | Attachment 5October 23, 2017
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Attachment 6
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Attachment 7
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Attachment 8 – Page 1
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Attachment 8 – Page 2
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Attachment 8 – Page 3
SYNERGY-CONNECT |Attachment 8 October 23, 2017
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Attachment 8 – Page 4
SYNERGY-CONNECT |Attachment 8 October 23, 2017
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SYNERGY-CONNECT | Thank You
Thank you for your time and
consideration. We look forward to
working with you!
CONTACT:
Synergy-Connect, LLC
Maura Dominguez-Zhang
Managing Partner
Phone: 786-409-1648
Email:mauradominguez2010@gmail.com
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Collier County Procurement Services DivisionSelection Committee Individual Score FormStep 1RPS #: 17-7120Title: Tourism Representation in the Midwest USName 1. Cover Letter2. Proposer's Solution to the County's Requirements3. Past Performance4. Specialized Expertise of Team5. Local Vendor Preference20 Points 25 Points 25 Points 20 Points 10 PointsSynergy-Connectn/a SignatureI have identified my individual scoring for the firms who have submitted proposals for this solicitation on the Selection Committee Individual Score Form (STEP 1). Sign and date the form below.Step 1: Selection committee members will independently review and assign points/score each proposal based on the evaluation criteria stated below using the Individual Selection Committee Preliminary Score Form Step 1; and prepare comments for discussion at the selection committee meeting. Step 2: Upon direction by the Procurement Strategist, the individual selection committee member should call out each of the firms total scores. The procurement professional shall then tabulate the committee's total scores to determine the preliminary rankings.Preliminary ScoreOctober 23, 2017 New Business 7-C 79 of 90
A G R E E M E N T 17-7120
for
Tourism Sales Representation in the Midwest United States
THIS AGREEMENT, made and entered into on this ______ day of _______________ 2017, by and between
Synergy-Connect, LLC, authorized to do business in the State of Florida, whose business address is 6670 Indian
Creek, Miami Beach, Florida 33141, (the "Contractor") and Collier County, a political subdivision of the State of
Florida, (the "County"):
W I T N E S S E T H:
1. AGREEMENT TERM. The Agreement shall be for a three (3) year period, commencing on the issuance
of a Purchase Order and terminating 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 one (1) additional two (2) year period. The
County shall give the Contractor written notice of the County’s intention to renew 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. COMMENCEMENT OF SERVICES. The Contractor shall commence the work upon issuance of a
Purchase order.
3. STATEMENT OF WORK. The Contractor shall provide professional services to represent the Naples,
Marco Island, Everglades Convention and Visitors Bureau (CVB) in accordance with the terms and
conditions of RFP #17-7120, including attachments and addenda, and Contractor's proposal referred to
herein and made an integral part of this Agreement and Exhibit A – Scope of Services and to this
Agreement. This Agreement contains the entire understanding between the parties and any modifications
to this Agreement shall be mutually agreed upon in writing by the Parties, in compliance with the County’s
Procurement Ordinance, as amended, and Procurement Procedures in effect at the time such services are
authorized.
4. THE AGREEMENT SUM. The County shall pay the Contractor for the performance of this Agreement
based on Exhibit B - Fee Schedule, attached hereto and the price methodology as defined in Section 4.1.
Payment will be made upon receipt of a proper invoice and upon approval by the Project Manager or his
designee, and in compliance with Chapter 218, Fla. Stats., otherwise known as the “Local Government
Prompt Payment Act.”
4.1 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.
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4.2 Any County agency may obtain services under this Agreement, provided sufficient funds are
included in their budget(s).
4.3 Payments will be made for services furnished, delivered, and accepted, upon receipt and approval
of invoices submitted on the date of services or within six (6) months after completion of 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.
4.4 Travel and Reimbursable Expenses. Travel and Reimbursable Expenses shall not exceed twelve
thousand dollars ($12,000.00) unless approved in advance in writing by the County. Travel and
Reimbursable Expenses (out of pocket expenses) must be approved in advance in writing by the County.
Travel expenses shall be reimbursed at actual cost in accordance with Collier County Resolution No. 2006-
40 “Travel Expenses for Persons Conducting Official Tourism Business” and §125.0104, Fla. Stat.
Contractor’s travel time will be included in the monthly service fee.
Reimbursable items (out of pocket expenses) other than travel expenses shall be include but not limited to;
telephone long-distance charges, fax charges, parking fees, reasonable commercial transportation,
reasonable gratuities, taxes, tolls, entertainment, location rental and catering for events, photocopying
charges, shipping and postage. Reimbursable items will be paid only after Contractor has provided all
receipts. Contractor shall be responsible for all other costs and expenses associated with activities and
solicitations undertaken pursuant to this Agreement.
5. 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.
6. 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:
Synergy-Connect, LLC
6670 Indian Creek, #8D
Miami Beach, FL 33141
Attention: Maura Dominguez-Zhang, Managing Partner
Telephone: (786) 409-1648
Email: mauradominguez2010@gmail.com
All Notices from the Contractor to the County shall be deemed duly served if mailed or faxed to the County
to:
Board of County Commissioners for Collier County, Florida
Naples, Marco Island, Everglades convention & Visitors Bureau
2660 Horseshoe Drive, North #105
Naples, Florida 34104
Telephone: (239) 252-2402
Attention: Jack Wert, Executive Director
Email: JackWert@colliergov.net
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.
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7. 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.
8. 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/Subconsultants.
Payment for all such permits issued by the County shall be processed internally by the County. All non-
County permits necessary for the prosecution of the Work shall be procured and paid for by the 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.
9. 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.
10. 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.
11. NO DISCRIMINATION. The Contractor agrees that there shall be no discrimination as to race, sex, color,
creed or national origin.
12. 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.
B. Business Auto Liability: Coverage shall have minimum limits of $500,000 Per Occurrence, Combined
Single Limit for Bodily Injury Liability and Property Damage Liability. This shall include: Owned
Vehicles, Hired and Non-Owned Vehicles and Employee Non-Ownership.
C. Workers' Compensation: Insurance covering all employees meeting Statutory Limits in compliance
with the applicable state and federal laws.
The coverage must include Employers' Liability with a minimum limit of $100,000 for each accident.
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Special Requirements: Collier County Board of County Commissioners, OR, Board of County
Commissioners in Collier County, OR, Collier County Government shall be listed as the Certificate Holder
and included as an “Additional Insured" on the Insurance Certificate for Commercial General Liability
where required. This insurance shall be primary and non-contributory with respect to any other insurance
maintained by, or available for the benefit of, the Additional Insured and the Contractor’s policy shall be
endorsed accordingly.
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 thirty
(30) days prior to any expiration date. Coverage afforded under the policies will not be canceled or allowed
to expire until the greater of: thirty (30) 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 the
Contractor is required to meet.
13. INDEMNIFICATION. To the maximum extent permitted by Florida law, the Contractor shall defend,
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.
This section does not pertain to any incident arising from the sole negligence of Collier County.
13.1 The duty to defend under this Article 13 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 13
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.
14. AGREEMENT ADMINISTRATION. This Agreement shall be administered on behalf of the County by
the Tourism Division.
15. 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.
16. 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 #17-7120, including all
attachments, Scope of Services and Addenda.
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17. 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.
18. 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.
19. 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
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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.
20. 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.
21. 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.
22. 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.
23. 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.
24. 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.
25. KEY PERSONNEL/STAFFING. 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
project/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.
26. ORDER OF PRECEDENCE. In the event of any conflict between or among the terms of any of the
Contract Documents, the terms of the RFP, the Contractor’s Proposal, and/or the County’s Board approved
Executive Summary, the Contract Documents shall take precedence.
27. 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
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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.
28. 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-
FMOPS@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.
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IN WITNESS WHEREOF, the parties hereto, have each, respectively, by an authorized person or agent, have
executed this Agreement on the date and year first written above.
BOARD OF COUNTY COMMISSIONERS
ATTEST: COLLIER COUNTY, FLORIDA
Dwight E. Brock, Clerk of Courts
By: _________________________ By: ________________________________
Penny Taylor, Chairman
Dated: _____________________
(SEAL)
Synergy-Connect, LLC
Contractor
_____________________________
First Witness
_____________________________
↑Type/print witness name↑
By:________________________________
Signature
___________________________________
↑Type/print signature and title↑
_____________________________
Second Witness
______________________________
↑Type/print witness name↑
Approved as to Form and Legality:
_______________________________
Assistant County Attorney
_______________________________
Print Name
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EXHIBIT A- SCOPE OF SERVICES
The Contractor will represent the CVB in the Midwest of the United States and provide the following essential
functions:
• Assist CVB Group Sales to coordinate meeting planner or meetings market journalist familiarization tours of
the destination.
• Educate planners and their clients on Collier County hotels, attractions, dining, shopping, beaches, etc.
• Maintain a Calendar of sales missions, tradeshows and group contact solicitations and share at least monthly
with CVB group sales supervisor.
• Attend and coordinate trade show as assigned by the CVB Group Sales Supervisor.
• Compile monthly reports on all sales calls, trade shows, regional tourism events, sales and media missions
and Familiarization trips (FAMs) completed.
• Make sales presentations to Midwest planner groups, incentive houses, meeting services companies to
encourage them to bring their meetings, group functions, Incentive trips and reunions to Collier County.
• Coordinate monthly meetings with CVB Group Sales Supervisor on a rotating location basis or by phone to
discuss important tourism issues. Those topics would include sales call reports and results, suggested
promotions, advertising, digital and social media strategies to reach group meeting planners on future or repeat
business.
• Contractor will prepare and present to the County, attention Tourism Director, a proposed annual marketing
plan which will be provided by the contracted person at the same total compensation amount for time and out
of pocket expenditures for these services for the initial three year term of the contract.
• Store and distribute CVB promotional materials and sales collateral as provided by Collier area tourism
partners, and specialty items provided by the County Tourism Division. These materials would include CVB
Visitor Guide, Golf Guide, Meeting Planner Guides, tri-fold destination brochures in different languages,
Visitor Maps, power point presentations, logos, stationery and website information.
• Review content of tourism publications for accuracy.
• Present estimates to CVB in advance for pre-approval of out of pocket expenses for travel and other sales
activity expenses. These expenses would be limited to the following annual totals:
• $12,000 for sales missions averaging one per quarter at up to $3,000 each.
• $ 20,000 for Trade Show registrations.
• Registrations for trade shows will be paid directly by the CVB. All other out of pocket expenses will
be reimbursed to the Contractor after presentation to the Group Sales Supervisor.
• Contractor will make cold calls and provide lead generation and follow up reports and leads monthly to CVB
group sales supervisor
• Contractor will generate a minimum of 8 RFP’s (Request for Proposal) per month at a 25% conversion to
definite goal.
• The target markets for these calls, sales missions, trade shows and leads will be corporate meeting
planners and incentive houses in Minnesota, Wisconsin, Illinois, Kansas, Michigan, and Indiana with
focus on Minneapolis, Milwaukee, Chicago, Kansas City, Dearborn and South Bend. The focus will
be on Incentive, Corporate and Luxury.
• Contractor will organize at least one planner site visit per month of the destination with coordination and
support from the CVB sales staff.
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• Contractor will provide their own in market office spaces and computers/office equipment, computer network
and professional email address; telephone, fax and copy machine for their use. These services will be provided
at no additional cost to the County.
• Contractor will provide 40 hours per month of contracted services as recorded in a time log and reported on a
monthly basis by the tenth of the month following the activity.
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EXHIBIT B – FEE SCHEDULE
Item # Description
Annual Price
Not-to-Exceed
Payment
1
Midwest Sales Representation
$49,500.00
Billed monthly for forty (40)
hours* per month at
$4,125.00
2
Sales Missions Travel Expenses
$12,000.00
Will be reimbursed upon
receipt of appropriate
documentation.
3
Trade Show Registration
$20,000.00
Will be reimbursed upon
receipt of appropriate
documentation. **
ANNUAL NOT-TO-EXCEED
TOTAL
$81,500.00
Item 1. * Contractor will provide 40 hours per month of contracted services as recorded in a time log and
reported on monthly basis by the tenth of the month following the activity.
Item 2. ** Registrations for trade shows will be paid directly by the CVB. All other out of pocket expenses
will be reimbursed to the Contractor after presentation to the Group Sales Supervisor.
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EXECUTIVE SUMMARY
Recommend approval of Tourism Development Tax Promotion funding to Spirit Promotions for
reimbursement of the operating expenses for the 2018 US Open Pickleball Championships up to the
amount of $116,000 and make a finding that these expenditures promote tourism.
OBJECTIVE: Approve reimbursement for the 2018 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 21 - 28, 2018. This will be year three 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 2018 US Open Pickleball Championships. Each year the event is hosted in Collier County the
operating expenses will be negotiated.
Type of Expense Projected Cost
East Naples Community Park
(Paid directly by Collier County to
Parks & Recreation)
$20,000
Operating Event Contingency $ 5,000
Trailer Restrooms $10,000
Portable Showers $ 5,000
Traffic Control Officers $ 4,000
Sunbelt Rentals $15,000
Media & Volunteer Expenses $ 5,000
Traffic/Parking Shuttles $ 8,000
Forklift & Scissor Rental $ 3,000
Tent Rentals $ 8,000
Security $ 8,000
First Aide/Therapists $ 7,000
Promotional Items $18,000
TOTAL PROJECTED EXPENSES $116,000
The US Open Pickleball Championship organizers project more than 1,300 participants and 10,000
spectators over the course of the 2018 eight-day event.
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FISCAL IMPACT: Funds in the amount of $116,000 are available in the BCC approved FY 18 Tourism
Division budget in Promotion Fund 184 for these event operating expenses.
GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan related to
this action.
LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote
for approval. - CMG
RECOMMENDATION: Recommend approval of Tourism Development Tax Promotion funding to
Spirit Promotions for reimbursement of the operating expenses for the 2018 US Open Pickleball
Championships up to the amount of $116,000 and make a finding that these expenditures promote tourism.
Prepared by: Jack Wert, Tourism Division Director
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EXECUTIVE SUMMARY
Recommendation to approve a change in the events requested in the FY 18 Category
C-2 grant to Artis-Naples due to storm damage to the Baker Museum, approve
County Attorney approved Contract Amendment # 1 and make a finding that this
action promotes tourism.
______________________________________________________________________
OBJECTIVE: Approve a change in the event requested in the grant application for Artis-
Naples.
CONSIDERATIONS: Artis-Naples applied for an FY 18 Category C-2 grant to cover
the expenses to bring the French Moderns exhibition to the Baker Museum in 2018.
Unfortunately, due to the damage sustained from Hurricane Irma, the Baker Museum will
not reopen until later in 2018. So, the French Moderns exhibition will need to be cancelled.
Artis-Naples staff has requested that the TDC and BCC consider a change in the event (s)
covered by this grant. The attached letter from Kathleen van Bergen, CEO and President
of Artis-Naples, outlines a plan to change the events covered in the grant agreement to
funding assistance with the artist’s costs related to four upcoming concerts. The new events
are as follows:
1. The Vienna Philharmonic Orchestra for two performances on February 27 and 28, 2018
2. The Chicago Symphony Orchestra on February 12, 2018
3. Academy of St. Martin in the Fields featuring violinist Joshua Bell on March 27, 2018
The Artis-Naples staff has projected 1,530 overnight visitors, Direct Visitor Spending of
$152,742 and an Economic Impact of $227,585.
FISCAL IMPACT: There is no additional fiscal impact associated with this request.
GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management
Plan with this Executive Summary
LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires
majority vote for approval. – CMG
RECOMMENDATION: Recommendation to approve a change in the events requested
in the FY 18 Category C-2 grant to Artis-Naples due to storm damage to the Baker
Museum, approve County Attorney approved Contract Amendment # 1 and make a finding
that this action promotes tourism.
Prepared by: Jack Wert, Tourism Director
Attachments: Request letter from Artis-Naples
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Artis-Naples
Home of The Baker Museum and the Naples Philharmonic
October 18, 2017
Mr. Jack Wert, Executive Director
Members of the Tourist Development Council
Naples, Marco Island, Everglades CVB
2660 N. Horseshoe Drive, Suite 105
Naples, FL 34104
Dear Mr. Wert and the Members of the Tourist Development Council,
Thank you for your time and consideration, as well as your generous support of our
programming. As you likely know, Artis-Naples announced last week that The Baker
Museum will remain closed into 2018 as the organization works to repair issues from the
hurricane events of 2017.
There is no scheduled date for the museum to reopen. The torrential rain from Hurricane
Irma revealed several compromised portions of the facade on the second and third floors.
Artis-Naples is currently working with an expert team of engineers and architects to
identify possible solutions. The institution's chief concerns are the safety and security of
its patrons and team members as well as the care of the art in its possession.
While professional conservators found no damage to artwork on site during the storm,
works continue to be stored and cared for following industry best practices. Exhibitions
traveling to The Baker Museum in fall 2017 have been cancelled, including the planned
French Moderns exhibition on loan from the Brooklyn Museum. Artis-Naples was
awarded a grant from the Tourist Development Council for this exhibition.
This extended closure does not impact the balance of Artis-Naples' season or exhibitions
scheduled for presentation in the four galleries inside Hayes Hall, Artis-Naples' main
venue. In addition, the rest of Artis-Naples' Kimberly K. Querrey and Louis A. Simpson
Cultural Campus is fully operational.
In light of these extraordinary circumstances, Artis-Naples respectfully requests that the
Tourist Development Council redirect the 2017-18 grant already awarded for the French
Masters exhibit, to be changed to our Visiting Orchestra series of four concerts. This is
one of our leading programs, drawing patronage not only from around the country, but
indeed, from around the globe. Should the Council agree, we would be pleased and proud
to recognize the TDC on promotional materials for all four concerts.
The Visiting Orchestras series brings the world's best orchestras to Hayes Hall and has
gotten national press in The New York Times, just days after Hurricane Irma struck
Southwest Florida. And, The Wall Street Journal, noted "Thanks to this continuing
residency, classical music in Naples has entered an impressive new phase."
This year's series features:
1. The Vienna Philharmonic Orchestra. One of the world's most
celebrated orchestras makes its Florida return in the final year of its three-
year residency. With a variety of initiatives ranging from public master
classes with members of the Naples Philharmonic Youth Orchestra to
lectures on Viennese culture and traditions as part of Artis-Naples'
popular Lifelong Learning continuing education series, it presents two
landmark concerts under the baton of internationally renowned
conductor Gustavo Dudamel. Two concerts with unique programs
each night:
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February 27
Brahms -Academic Festival Overture, Op. So
Brahms - Variations on a Theme of Joseph Haydn
Brahms - Symphony No. 1
February 28 Mahler -Adagio from Symphony No. 10
Berlioz - Symphonie fantastique
2. Chicago Symphony Orchestra. Founded in 1891, the Chicago Symphony
Orchestra is consistently hailed as one of the greatest orchestras in the world and
boasts a robust regional, national and international following. Music Director
Riccardo Muti leads the orchestra on February 12 in a richly diverse program,
including a giant of the classical canon, Brahms' Symphony No. 2, and a work by
Pulitzer Prize-winning composer Jennifer Higdon:
Verdi - Overture to I vespri siciliani (The Sicilian Vespers)
Jennifer Higdon - Concerto for Low Brass
Brahms - Symphony No. 2 in D Major
3. Academy of St. Martin in the Fields. Joshua Bell, one of the most celebrated
violinists of his era, performing on the 1713 Huberman Stradivarius violin, became
the first person to hold the post of music director with the Academy since Sir Neville
Marriner formed the orchestra in 1958. On March 27, he joins the UK-based
orchestra as conductor and soloist for:
Edgar Meyer - Commissioned Work for Violin and Orchestra
Mozart - Violin Concerto No. 5
Mendelssohn - Symphony No. 4, "Italian"
We have completed the TDC’ s Economic Impact Calculator using very conservative estimates. I
must note once more that all of these orchestras and their respective conductors have large
International followings. Our experience, in particular with regard to the Vienna Philharmonic
Orchestra, which made its Florida debut at Artis-Naples two years ago, and whose only American
appearances last year were at Carnegie Hall and Artis-Naples, will deliver significant impact
beyond these calculations and robust recognition for Collier County.
Visiting Orchestra Series including the Vienna Philharmonic Orchestra.
Projected# of Overnight Visitors: 1,530
Room Nights: 1,530
Tourist Tax Revenue: $ 6,528
Visitor Spending: $152,742
Economic Impact: $227,585
Funding from this grant award will assist in covering the artist fees associated with bringing these
four world-renowned orchestras to our Southwest Florida community. For the Vienna Philharmonic
Orchestra alone, those fees exceed $500,000.
My thanks to Jack and his staff for their assistance with this discussion and to all the members of the
Council for your time and consideration.
Sincerely,
Kathleen van Bergen
CEO and President
October 23, 2017
New Business 7-E
3 of 3
Marketing Partner
Reports
October 23, 2017
RESEARCH REPORT
Klages Research &
Research Data Services, Inc.
3
Year to Date 2017
January –September
Collier Visitor Profile
4
Collier Tourism Metrics
YTD 2017 (January –September)
Number of
Visitors
Room Nights
Economic Impact
•1,338,500
•+0.1%∆
•1,808,800
•-1.9%∆
•$1,579,339,700
•+4.1%∆
5
Occupancy/ADR
YTD 2017 (January –September)
Occupancy ADR
2016 2017 % ∆2016 2017 % ∆
Q1 86.1%85.2%-1.0%$313.7 $305.9 -2.5%
Q2 73.1%73.0%-0.1%$210.4 $228.7 +8.7%
July 71.6%72.6%+1.4%$149.1 $154.1 +3.4%
August 59.2%60.7%+2.5%$137.7 $143.6 +4.3%
September*65.1%55.7%-14.4%$126.1 $136.2 +8.0%
*Hurricane Irma made landfall on September 10, 2017
6
Visitor Origins
YTD 2017 (January –September)
# of Visitors 2017 ∆ %
Florida 477,501 +1.6
Southeast 84,378 -1.7
Northeast 270,112 -1.1
Midwest 202,503 -0.4
Canada 30,753 -5.6
Europe 208,327 -1.5
West 64,926 +6.0
YTD 2017 1,338,500 +0.1
7
Collier Comp Set
Occupancy ADR RevPAR
2017 % ∆2017 % ∆2017 % ∆
Naples MSA 66.8%+4.0 $225.91 -1.3 $150.98 +2.6
Naples Upscale 72.3%+3.1 $293.66 +1.8 $212.26 +4.9
Miami-Hialeah 76.6%-1.0 $185.67 -3.0 $142.17 -3.9
Florida Keys 78.0%+0.3 $273.79 -0.5 $213.65 -0.2
Ft. Myers 70.6%-1.1 $158.05 +0.8 $111.59 -0.3
Sarasota-Bradenton 71.9%+1.5 $146.54 +2.9 $105.29 +4.4
Clearwater 74.6%-1.9 $148.96 +6.1 $111.09 +4.0
St. Petersburg 73.6%+2.1 $154.91 +0.8 $114.05 +2.9
Palm Beach County 73.7%+1.0 $172.55 +1.0 $127.23 +1.9
Ft. Lauderdale 78.0%-0.2 $141.89 -0.1 $110.64 -0.2
Florida 74.4%+2.0 $139.11 +1.8 $103.50 +3.9
SOURCE: SMITH TRAVEL RESEARCH, INC.
YTD 2017 (January –September)
8
Collier Comp Set –Occupancy (%)
SOURCE: SMITH TRAVEL RESEARCH, INC.
YTD 2017 (January –September)
Trans % ∆16-17 Grp % ∆16-17 Total
Naples MSA 45.9%+5.2 20.6%+2.8 66.8%
Miami-Hialeah 58.4%+1.6 14.4%-8.7 76.6%
Florida Keys 69.4%-0.4 8.0%+9.0 78.0%
Ft. Myers 53.3%+0.1 16.0%-1.6 70.6%
Sarasota-Bradenton 51.1%-4.0 18.6%+14.8 71.9%
Clearwater 56.5%-2.2 18.0%-0.9 74.6%
St. Petersburg 53.0%+4.8 18.9%-2.5 73.6%
Palm Beach County 50.2%+1.0 21.7%+0.5 73.7%
Ft. Lauderdale 54.6%-1.6 18.4%-1.1 78.0%
9
Collier Comp Set –ADR ($)
Trans % ∆16-17 Grp % ∆16-17 Total
Naples MSA $234.09 -1.7 $210.33 -1.1 $225.91
Miami-Hialeah $187.59 -3.2 $199.19 -2.8 $185.67
Florida Keys $276.62 0.0 $256.19 -4.3 $273.79
Ft. Myers $167.11 +0.2 $135.07 +2.1 $158.05
Sarasota-Bradenton $158.93 +6.0 $121.81 -0.7 $146.54
Clearwater $154.70 +5.7 $130.97 +7.6 $148.96
St. Petersburg $160.24 +0.2 $144.59 +0.1 $154.91
Palm Beach County $176.96 +1.2 $170.65 +0.6 $172.55
Ft. Lauderdale $141.69 -0.3 $155.49 +0.9 $141.89
SOURCE: SMITH TRAVEL RESEARCH, INC.
YTD 2017 (January –September)
10
Collier Direct Leisure and Hospitality
Employment (Calendar Year)*
Jan.Feb.Mar.Apr.May Jun.Jul.Aug.Sep.Oct.Nov.Dec.
2012 25,300 25,800 25,900 25,100 23,700 22,300 21,200 21,000 21,000 22,200 24,300 24,900
2013 25,600 26,400 26,400 25,900 24,500 22,800 22,200 22,000 22,100 23,400 25,500 26,300
2014 26,900 27,600 27,900 27,100 25,700 24,100 23,200 23,100 22,700 24,400 26,500 26,900
2015 27,700 28,400 28,600 27,900 26,300 24,800 23,800 23,800 24,000 25,600 27,900 28,700
2016 29,000 29,700 29,700 29,000 27,500 25,900 25,100 24,800 24,900 25,500 26,900 27,900
2017 28,400 28,100 28,700 29,000 27,400 25,600 25,000 24,500
20,000
21,000
22,000
23,000
24,000
25,000
26,000
27,000
28,000
29,000
30,000
MonthlyDirect Leisure and Hospitality Employment* SOURCE: Florida Department of Economic Opportunity, Labor Market Information, Current Employment Statistic Program
(CES), Collier County Leisure and Hospitality Sector.
2014
2013
2012
2015
2016
2017
11
Visitation Metrics
-40.0%
-30.0%
-20.0%
-10.0%
0.0%
10.0%
20.0%
30.0%
40.0%
Jan-15 Mar-15 May-15 Jul-15 Sep-15 Nov-15 Jan-16 Mar-16 May-16 Jul-16 Sep-16 Nov-16 Jan-17 Mar-17 May-17 Jul-17 Sep-17
Key Collier Visitation Metrics (%∆)
% Change Visitors % Change RevPar
RevPar
Visitors
12
Visitation Metrics
-20.0%
-15.0%
-10.0%
-5.0%
0.0%
5.0%
10.0%
15.0%
20.0%
Jan-15 Mar-15 May-15 Jul-15 Sep-15 Nov-15 Jan-16 Mar-16 May-16 Jul-16 Sep-16 Nov-16 Jan-17 Mar-17 May-17 Jul-17 Sep-17
Key Collier Visitation Metrics (%∆)
% Change Occupancy % Change ADR
ADR
OCC
13
September 2017
Collier Visitor Profile
14
Visitation/Economic Impacts of Tourism
Collier September 2017
Visitors
2017
63,500
2016
92,100
Room Nights
2017
130,700
2016
161,600
Economic
Impact
2017
$66,028,800
2016
$76,993,200
%∆
-31.1
%∆
-19.1
September
%∆
-14.2
15
Occupancy/Room Rates
Collier September 2017
Occupancy 65.1%55.7%-14.4%
ADR $126.1 $136.2 +8.0%
RevPAR $82.1 $75.9 -7.6%
2016 2017 % ∆
16
Visitor Origins
Collier September 2017
# of Visitors 2017 ∆ %
Florida 31,496 -25.0
Southeast 3,937 -26.3
Northeast 7,684 -24.8
Midwest 4,254 -40.0
Canada 508 -60.6
Europe 11,621 -45.6
West 4,000 -16.5
Total 63,500 -31.1
17
Party Size/LOS
This September visitor party size averaged 2.5
travelers who stayed for 4.7 nights in the Naples,
Marco Island, Everglades area (September 2016:
2.4 people; 3.5 nights).
Collier September 2017
18
Visitor Metrics
Compared to last September, over half (56.7%) of
lodging managers report their three month forward
reservations levels as “up” or the “same:”
Collier September 2017
% of Properties (September)
Reporting Reservations 2016 2017
Up 23.1%20.7%
The Same 42.3 36.0
Down 30.8 43.4
19
Collier Comp Set
September 2017
Occupancy ADR RevPAR
2017 % ∆2017 % ∆2017 % ∆
Naples MSA 44.3%-13.9 $133.21 -7.8 $59.04 -20.6
Naples Upscale 37.4%-34.4 $167.92 -8.4 $62.81 -39.9
Miami-Hialeah 59.3%-13.0 $144.48 +2.8 $85.61 -10.6
Florida Keys 35.0%-42.0 $200.79 -2.5 $70.19 -43.4
Ft. Myers 58.4%+9.7 $110.02 +6.3 $64.25 +16.5
Sarasota-Bradenton 66.6%+16.7 $124.26 +14.8 $82.79 +33.9
Clearwater 59.5%-3.2 $119.21 +7.0 $70.88 +3.5
St. Petersburg 64.0%+10.6 $125.30 -1.4 $80.19 +9.1
Palm Beach County 64.1%+3.5 $120.85 +3.7 $77.41 +7.3
Ft. Lauderdale 63.7%-6.0 $116.03 +10.0 $73.96 +3.4
Florida 66.4%+4.7 $115.35 +5.1 $76.62 +10.0
SOURCE: SMITH TRAVEL RESEARCH, INC.
20
Collier Comp Set –Occupancy (%)
September 2017
SOURCE: SMITH TRAVEL RESEARCH, INC.
Trans % ∆16-17 Grp % ∆16-17 Total
Naples MSA 27.6%-14.5 16.5%-11.8 44.3%
Miami-Hialeah 41.1%-20.7 14.8%+16.7 59.3%
Florida Keys 23.8%-54.6 11.0%+51.8 35.0%
Ft. Myers 39.4%-0.1 17.8%+39.2 58.4%
Sarasota-Bradenton 37.0%+2.8 27.2%+36.1 66.6%
Clearwater 38.0%-18.0 21.4%+42.5 59.5%
St. Petersburg 43.4%+7.8 19.8%+27.7 64.0%
Palm Beach County 41.3%+0.4 22.1%+12.7 64.1%
Ft. Lauderdale 40.5%-14.1 19.3%+12.1 63.7%
21
Collier Comp Set –ADR ($)
September 2017
Trans % ∆16-17 Grp % ∆16-17 Total
Naples MSA $144.68 -3.8 $115.07 -15.6 $133.21
Miami-Hialeah $147.49 +6.3 $146.86 -8.4 $144.48
Florida Keys $216.21 +4.2 $168.04 -14.3 $200.79
Ft. Myers $116.39 +9.1 $99.97 +2.6 $110.02
Sarasota-Bradenton $134.45 +18.2 $115.27 +14.4 $124.26
Clearwater $119.64 +6.5 $118.47 +8.9 $119.21
St. Petersburg $129.99 -0.8 $116.29 -6.1 $125.30
Palm Beach County $116.86 +3.3 $129.77 +2.0 $120.85
Ft. Lauderdale $114.18 +8.1 $126.33 +13.3 $116.03
SOURCE: SMITH TRAVEL RESEARCH, INC.
22
Thank you!
ADVERTISING REPORT
Paradise Advertising &
Marketing, Inc.
Post Hurricane Irma Campaign
October 23, 2017
Campaign Media placement
•Television
•Tampa Bay Times online -TampaBay.com
•Miami Herald online -MiamiHerald.com
•Behavioral and contextual digital targeting
–50% in our FL markets and 50% in our northern markets
•Facebook and Instagram
•Google AdWords
•Adara
–Those who have previously traveled or intend to travel to RSW, MIA,
FLL, PBI, TPA, MCO, PNG
Digital Advertising
Social Media Advertising
Videos
National Public Relations Update
TDC Meeting
Services conducted from
September 8 –October 6, 2017
October 23, 2017
Media Highlights
LHG PR EFFORTS
Media Impressions: 37,799,040
Value: $30,371
Media Highlights
USA Today
UMV: 36,682,235
Media Value: $22,926
Media Outreach
Media Highlights
Travel Weekly
UMV: 469,494
Media Value: $3,130
Press Release
Media Highlights
Best Products
UMV: 647,311
Media Value: $4,315
Press Release
Activities
Upcoming Media Visits:
Orlando Magazine, Barry Glenn (December)
•Writer visiting and staying at Edgewater and Inn on Fifth. Team
coordinating activities based on original itinerary.
Moira McCarthy, Boston Herald (November)
•Writer interested in visiting the destination to cover post-hurricane
destination recovery.
Aventura Magazine, Angela Carlton (TBD)
•Postponed due to Hurricane Irma
Projects/Written Materials
Hurricane Irma Post-Hurricane Outreach
LHG planned and is continuing to implement the following
tactics:
•Targeted national broadcast outlets that visited pre-storm to
advise of destination recovery
•Media Visits
•Stone Crab Season outreach
•Leveraging existing local events
•Inviting Celebrity Chef’s to Naples Restaurant Week
•Targeting local/in-state influencers
•Developing messaging geared towards constituents
•Coordinate Instameet to highlight recovery
•Written Materials:
•Naples And Marco Island, Florida Welcome Visitors
October 1 With The Message ‘The Paradise Coast Is Clear’
–LHG Distributed To National Media
•Hot Tip: Post Irma Hotel Packages, Special Offers
Media Outreach
LHG team working with Pinchers Chef for broadcast
opportunity regarding Stone Crab Season
LHG sent media lead in search of “Designer Christmas Trees”
for Vogue
LHG sent Hot Tip for USA in search of “Fall Foods Featuring
Maple”
LHG sent information to Diane Daniel (Freelance -
Washington Post/Boston Globe)
Agency coordinated interview Robert Silk, Travel Weekly
LHG presented Emily Kaufman broadcast opportunity.
Client approved and team working on budget.
Thank you!
Proud to be your Partner in Paradise!
Paradise Advertising
Digital & Social Media
PARADISE
PARADISEADV.COM
CONSUMER NEWS EMAILS
44
GOAL JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC TOTAL
Topic Resolutions Romance Stress Pets Family Dining Summer Art Romance
Quantity Distributed 20,598 21,343 21,168 22,036 22,060 22,464 22,290 22,402 X 174,391
Open Rate 21.45%22.48%21.93%20.75%20.49%20.93%19.6%20.51%X 21.09%
Click-Thru-Rate 14.85%14.38%10.67%9.69%10.51%15.05%11.42%8.06%X 11.9%
EARNED RESULTS
GOAL JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC TOTAL
Quantity Distributed 87,262 87,282 87,282 87,282 87,282 87,282 87,282 87,282 X 610,954
Open Rate 15.9%13.8%14.8%14.4%14.1%13.5%15.2%14.8%X 14.46%
Click-Thru-Rate 2.1%1.6%1.9%1.7%1.7%1.5%2.1%2%X 1.78%
PAID RESULTS
Monthly Performance:
September e-scapes were placed on hold due to Hurricane Irma. This e-scape was not deployed.
PARADISE
PARADISEADV.COM
CONSUMER NICHE EMAILS
Monthly Performance:
September e-scapes were placed on hold due to Hurricane Irma. This e-scape was not deployed.
45
GOAL JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC TOTAL
Topic Eco Art Eco Dining Water
Sports
Water
Sports Family Water
Sports Dining
Quantity Distributed 1,573 1,937 1,547 2,262 2,049 2,045 2,343 2,190 X 15,946
Open Rate 32.73%33.09%32.14%33.29%32.04%30.63%31.65%33.7%X 32.4%
Click-Thru-Rate 21.26%16.22%22.52%20.83%15.49%17.04%15.8%12.16%X 17.67%
EARNED RESULTS
GOAL JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC TOTAL
Quantity Distributed 87,262 87,282 87,282 87,282 87,282 87,282 87,282 87,282 X 698,236
Open Rate 16%14.2%15.4%15.4%14.7%14.3%15.9%14.3%X 15.03%
Click-Thru-Rate 2.1%1.7%1.9%2.0%1.8%1.6%2.2%1.8%X 1.89%
PAID RESULTS
PARADISE
PARADISEADV.COM
MEETINGS EMAILS
46
GOAL JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC TOTAL
Quantity Distributed 5,996 5,938 5,851 5,786 5,752 5,701 5,646 5,585 X 46,255
Open Rate 16.38%16.29%15.38%14.41%14.81%14.79%14.11%14.74%X 15.12%
Click-Thru-Rate 2.69%6.52%4.74%3.21%4.76%3.26%4.25%3.99%X 4.17%
EARNED RESULTS
GOAL JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC TOTAL
Quantity Distributed 49,964 150,000 150,000 12,261 200,000 150,000 14,755 138,668 X 865,648
Open Rate 15.2%14.8%15.6%14.1%15.3%13.7%14.5%14.1%X 14.66%
Click-Thru-Rate 1.9%1.8%2%1.9%1.8%1.8%1.7%1.9%X 1.86%
PAID RESULTS
Monthly Performance:
September e-scapes were placed on hold due to Hurricane Irma. This e-scape was not deployed.
PARADISE
PARADISEADV.COM
70K
SOCIAL MEDIA
TOTAL ENGAGEMENTSTOTAL IMPRESSIONS TOTAL FOLLOWERS
RESULTS DELIVERED
4.4M 44.4K
*January –June: KPIs are cumulative for all Paradise Coast Twitter handles only
*July –December: KPIs are cumulative for all Paradise Coast social media accounts: (3) Twitter handles, Facebook and Instagram
47
KPI JAN FEB MAR APR MAY JUN JUL*AUG*SEP*OCT NOV DEC TOTAL
Impressions 85,388 64,932 70,173 82,887 108,380 100,037 1,566,985 1,750,565 567,813 4,397,160
New Followers 177 66 118 139 113 85 766 1,044 705 3,213
Engagements 1,792 1,205 1,747 1,814 3,729 2,807 14,490 27,392 15,167 70,143
Link Clicks 103 79 112 74 90 73 7,130 4,949 916 13,526
Retweets 142 105 130 128 182 159 161 169 159 1,335
Mentions 252 215 285 387 190 262 198 191 152 2,132
Avg. Interaction
per Post
(Instagram)
------105.5 101.1 138.7 115.1
In the month of September the overall impressions, engagements and new followers were down from the previous month. This is largely attributed to Hurricane Irma.
Following our crisis communication plan, we took a 14 day break from social media, and only posted pertinent information for our visitors.
Once Paradise Coast was ready to start engaging more heavily with new and current visitors, we began using Visit Florida’s #FloridaNow to share what our destination
currently looked like. We shared current user photos from 5th Avenue South, Marco Island, Naples Bay Resort and more. These images reached many individuals because
of the use of #FloridaNow. Sharing these images and the current state of our hotels, restaurants, shops and beaches allowed us to start combating the negative press
received from the Hurricane.
We will continue to alter the perception of Paradise Coast into October with our crisis communication plan. It is important to be honest and sensitive to others in our
post-hurricane communication.
PARADISE
PARADISEADV.COM
SOCIAL MEDIA: TWITTER
48
We were pleased to still participate in Visit Florida’s monthly Twitter chat. This month the topic was Eat & Drink in Florida and was a great topic for us to draw
attention to our upcoming food festivals such as Stone Crab Festival and showcase our award-wining dining scene.
After the hurricane, we began to retweet businesses that were starting to open back up, encouraging visitors that Paradise Coast is indeed ‘Open for Business’. We
also shared current photos with Visit Florida’s emergency hashtag, #FloridaNow. These were some of our top performing tweets from the month, as shown below.
This is likely due to the wide use and relevancy of the hashtag #FloridaNow.
TWITTER
Impressions: 10,181
Total Engagements:482
TWITTER
Impressions: 10,931
Total Engagements: 375
PARADISE
PARADISEADV.COM
SOCIAL MEDIA: FACEBOOK + INSTAGRAM
49
These were the top performing organic posts on Facebook and Instagram. There was no paid support
behind these posts. The image in the left was the top performing Instagram post of the Naples Pier before
Hurricane Irma. This iconic image garnered 270 likes and 5 comments. The image in the middle was a
Facebook Live broadcast from Shell Island on September 1st. This unique footage kicked off the shelling
season for the island as it is a protected island for bird nesting for half the year. This broadcast organically
reached 18,118 people and garnered 9,324 video views and 2,661 engagements. Facebook Live is a great
tool to authentically share our destination virtually. The image to the right was a top performing
Facebook post after Hurricane Irma. This post reached 28,099 people and earned 3,955 engagements.
INSTAGRAM
Likes: 270
Comments:5
FACEBOOK
Reach: 28,099
Total Engagements: 3,955
FACEBOOK
Reach: 18,118
Total Video Views: 9,324
Total Engagements: 2,661
PARADISE
PARADISEADV.COM
SOCIAL MEDIA: PAID FACEBOOK
50
These are the (2) paid posts on Facebook during the month of September. Both posts are still active and have
not reached their ad spending threshold yet. However, thus far, both posts are performing well. These (2)
Facebook posts show the beautiful beaches of Paradise Coast after Hurricane Irma. Our beaches are one of
the main reasons our winter visitors visit Florida’s Paradise Coast, so it is important we start altering negative
perspectives now before their winter vacations. The image on the bottom left was a user photo of Marco
Island. This post has reached 72,564 people and garnered 3,350 engagements thus far. There is roughly
$153.00 left of the ad spend for this particular post. The image on the right reached 27,273 people and
earned 3,092 engagements. This ad will soon reach its ad spend of $100.00.
FACEBOOK
Reach: 72,564
Total Engagements: 3,350
Total Ad Spend: $47.08 of $200.00
FACEBOOK
Reach: 27,273
Total Engagements: 3,092
Total Ad Spend:$88.36 of $100.00
PARADISE
PARADISEADV.COM
SOCIAL MEDIA: PINTEREST
4,785 409,506 2,167 656
AVG. DAILY IMPRESSIONS TOTAL VIEWERS TOTAL FOLLOWERSTOTAL PINS
RESULTS DELIVERED
51
KPI JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC TOTAL
Impressions
(daily avg)
1,188 1,453 2,871 2,159 2,203 3,266 4,982 3,035 4,785 4,785
Viewers
(monthly avg)
14,843 20,060 33,312 41,638 36,176 44,952 82,380 69,330 66,815 409,506
Engaged
(monthly)
240 267 504 2,031 1,968 2,688 4,082 3.555 2,942 18,277
Total Pins 1,638 1,721 1,848 1,884 1,983 2,059 2,105 2,148 2,167 2,167
Followers 538 552 591 603 611 634 643 655 656 656
Wedding inspiration is one of the most popular topics on Pinterest. This trend is true for the Paradise Coast Pinterest page as well. In fact, our Weddings
board garnered 125,935 impressions and 565 clicks in the month of September alone. Our second most popular board was the Naples board with 5,310
impressions over the last month. In September, we pinned about 20 pieces of content from Style Me Pretty’s Real Weddings. This featured wedding
took place at the Naples Ritz Carlton and showcased great Paradise Coast wedding inspiration –beach backdrop, stunning ballroom reception, and a fun
creative menu.
PARADISE
PARADISEADV.COM
CAMPAIGN TRAFFIC
Monthly Performance
Number one source of campaign traffic for the month of September was Spring Summer campaign.
2,981
USERS
4,369
SESSIONS
RESULTS DELIVERED
5,275
PAGEVIEWS
84.21 %
BOUNCE RATE
52
1.21
PAGES / SESSIONS
GOAL JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC TOTAL
Users 25,912 52,255 36,045 23,720 33,772 27,805 35,154 27,945 2,981 265,589
Sessions 29,006 60,890 39,772 26,220 38,319 34,645 44,673 38,045 4,369 315,939
Pageviews 44,213 86,672 61,074 46,031 57,666 51,059 59,689 47,993 5,275 459,672
Bounce Rate 75.65%77.70%75.18%61.86%73.44%73.32%80.81%68.76%84.21%74.55%
Pages / Session 1.52 1.42 1.54 1.76 1.5 1.47 1.34 1.70 1.21 1.49
PARADISE
PARADISEADV.COM
CAMPAIGN SUMMARY
ANALYSIS
Across all campaigns, Naples advertising generated over 1.5 million impressions and 5,000+ clicks. An additional 363
people visited the website after being exposed to advertising.
All digital campaigns performed above the industry benchmark of .05% -.10% click-through rate*.
RESULTS DELIVERED
* CTR benchmark according to Google’s measurement of US Tourist Destination campaigns.
53
Row Labels Impressions Clicks CTR
View-
Throughs
Year End
Impressions
Year End
Clicks
Year End
CTR
Year End View-
Throughs
Spring Summer FY17 1,514,422 5,482 0.36%363 45,159,188 159,966 0.35%7,718
Display 905,114 2,298 0.25%272 29,750,024 87,841 0.30%6,523
Video 1,514,422 5,482 0.52%91 15,409,864 72,125 0.47%1,195
Grand Total 1,514,422 5,482 0.36%363 45,159,188 159,966 0.35%7,718
Campaign Reach
Average
Frequency
Spring Summer FY17 1,203,974 1.25
Spring Summer FY17 –Year End 28,013,978 1.61
PARADISE
PARADISEADV.COM
CAMPAIGN DELIVERY –DISPLAY
ANALYSIS
Display campaigns generated over 900,000 impressions and over 2,000 clicks.
All display campaigns performed at or above the industry benchmark of .05% -.10% click-through rate.
RESULTS DELIVERED
* CTR benchmark according to Google’s measurement of US Tourist Destination campaigns.
54
Row Labels Impressions Clicks CTR
Year End
Impressions Clicks CTR
Display
Spring Summer FY17 905,114 2,298 0.25%29,750,024 87,841 0.30%
MaxPoint 164,195 1,338 0.81%5,288,572 53,379 1.01%
Sojern 148,420 450 0.30%3,169,233 10,533 0.33%
Travel Spike 50,845 69 0.14%2,659,079 7,982 0.30%
Weather.com 37,922 151 0.40%715,645 1,199 0.17%
Choozle 314,278 215 0.07%10,251,060 8,288 0.08%
OrlandoSentinel.com 54,123 22 0.04%3,239,547 3,516 0.11%
Adara 135,331 53 0.04%4,231,489 2,732 0.06%
Grand Total 905,114 2,298 0.25%29,750,024 87,841 0.30%
PARADISE
PARADISEADV.COM
CAMPAIGN DELIVERY –VIDEO
ANALYSIS
Video campaigns delivered over 600,000 impressions with over 171,551 completions, resulting in a view completion rate of
69.13%.
RESULTS DELIVERED
55
Row Labels Impressions Clicks Completions
Completion
Rate
Year End
Impressions
Year End
Clicks
Year End
Completions
Year End
Completion
Rate
Video
Spring Summer FY17 609,308 3,184 171,551 69.13%15,409,864 72,125 6,162,084 69.72%
Choozle 215,958 1,322 143,532 70.13%6,856,487 29,183 4,707,752 72.58%
Adara 23,310 7 14,528 61.23%1,495,071 410 861,460 57.09%
OrlandoSentinel.com 6,059 80 4,677 77.36%592,657 4,922 433,796 73.39%
Sojern 14,707 39 8,814 64.24%293,926 1,239 159,076 63.28%
Weather.com 315,558 1,532 N/A N/A 4,584,068 26,927 N/A N/A
NYTimes.com 33,716 204 N/A N/A 1,587,655 9,444 N/A N/A
Grand Total 609,308 3,184 171,551 69.13%15,409,864 72,125 6,162,084 69.72%
* Pre-Roll Completion Rate benchmark IAB.com –INNOVID 2016 Global Video Benchmarks –Industry Benchmark 75%
PARADISE
PARADISEADV.COM
GLOSSARY OF TERMS
Avg Frequency The number of times, on average, a person was exposed to digital advertising during the reporting period.
Bounce Rate The percentage of people who leave a website after viewing just one page.
CTR Click-through rate –the percentage of total impressions resulting in a click on the ad.
Impressions The number of times a digital communication element (email, banner ad, video, etc.) was viewed by a person.
This number includes multiple exposures to an individual.
Interactions The number of clicks on measured elements within a website or digital ad. In Social Media, this refers to
comments and shares.
Open Rate Click-through rate –the percentage of total emails sent that were opened and viewed.
Unique Users The number of unduplicated people exposed to digital communications.
VTR View-through rate –the percentage of total impressions resulting in a person visiting the website after being exposed
to digital advertising but not clicking on the ad.
56
PARADISE
PARADISEADV.COM
GLOSSARY OF SOCIAL MEDIA TERMS
Impressions The number of times a piece of content was viewed by a person. This number includes multiple exposures to
an individual.
Instameet Opportunity where Instagrammers gather together to take photos / videos of an area or event.
Interactions The number of Twitter mentions and retweets.
Retweet A Twitter term referring to a repost or forwarded message.
Mention A Twitter term referring to the number of times someone has initiated or participated in conversation directly
with the brand account.
Interaction Total number of times a user has interacted with a Tweet. This includes any clicks on the tweet (hashtags, links,
avatar, username, tweet expansion), retweets, replies, follows, media views, follows, card clicks, and likes.
Pin Clickable piece of content within Pinterest that brings viewers to its source location on the internet. Pins are located
within boards which are organized by topics and themes.
Unique Users The number of unduplicated people who interacted with social platforms.
57
TOURIST TAX COLLECTIONS
Collier County Tax Collector
WEB SITE ANALYTICS
Miles Partners, Inc.
Website Measurement Dashboard
September 2017
•ACTIVITY:Driven by unusually high organic search activity related to Hurricane Irma,visits jumped 50%month over month and
108% year over year. Year to date, visits are tracking 18% above this time last year.
•ENGAGEMENT: Bounce rates improved significantly –the total bounce rate fell 42% MoM and 34% YoY. Time on site rose
14% MoM but fell 17% YoY.
•TRAFFIC SOURCES: Organic traffic was the dominant source, driving more than 90,000 visits (81% of all site traffic). The second
largest source was direct/none traffic,making up 9%of site visits.Campaign traffic,driving only 5%of traffic,took a back seat
given the emergency situation at hand.
•MOBILE: 63% of all site traffic came from mobile devices (down from 79% in August).
•SIGNALS OF INTENT TO TRAVEL: With the audience increasingly focused on storm information, conversions were down across the
board. Only eBook views managed a small 4% increase month over month.
•MOST VIEWED PAGES: The top pages were: Web cams (65,000+ pageviews), Map (14,000+ pageviews), Homepage (7,000+
pageviews), Discover Your Paradise campaign page (5,000+ pageviews). The Emergency landing page, Beach Conditions page and
Emergency Availability page were among the top 10.
•TOP MARKETS: The top five state markets in terms of activity were: Florida, New York, Illinois, Ohio and Michigan. The top five
metro area markets were: New York, Chicago, Naples/Fort Myers, Boston and Tampa-St. Pete. Florida markets were generally
down while several out-of-state markets saw triple-digit increases.
•INTERNATIONAL SITES:
UK –Following the general trend seen with domestic traffic, visits from the UK spiked MoM (+460%) and YoY (+541%) while
bounce rates saw dramatic improvement and time on site declined.
GERMANY –Visits were down across the board (-35% MoM, -18% YoY). Time on site declined while the bounce rate improved
slightly.
BRAZIL –Visits were down across the board (-41% MoM, -86% YoY). Time on site saw minor shifts while the year-over-year
bounce rate rose sharply (+58%).
Website Measurement Dashboard
September 2017
Activity Current LM %ch LY %ch YTD %ch Engagement Current LM %ch LY %ch
Visits 112,402 74,976 50%54,098 108%817,499 18%Avg. Time on Site 01:14 01:04 14%01:28 -17%
Page Views 154,286 127,631 21%113,194 36%1,503,880 6%Bounce Rate (Total )42.0%72.9%-42%63.3%-34%
Unique Visitors 98,276 61,337 60%47,220 108%675,398 21%Bounce Rate (Homepage )44.5%50.0%-11%49.3%-10%
Activity Visualization YTD Activity
180,000
160,000
140,000
120,000
100,000
80,000
60,000
40,000
20,000
0
Visits Unique Visitors Pageviews
September 2017 112,402 98,276 154,286
September 2016 54,098 47,220 113,194
1,600,
000
1,400,
000
1,200,
000
1,000,
000
800,000
600,000
400,000
200,000
0
Visits Unique Visitors Pageviews
2017 817,499 675,398 1,503,880
2016 690,355 556,286 1,422,875
Traffic by Medium over Time
Website Measurement Dashboard
September 2017
Sources of Traffic
Source /Medium Visits Bounce Rate
google /organic 85,289 37.7%
(direct) /(none)10,342 48.4%
yahoo /organic 3,019 43.2%
bing /organic 1,934 34.3%
MaxPoint /Display 1,346 89.8%
Weather.com /Video 1,316 83.1%
colliergov.net /referral 945 72.2%
m.facebook.com /referral 770 66.8%
Facebook /Social 737 65.8%
Sojern /Display 654 92.2%
naplesnews.com /referral 512 26.4%
http://www.meetingstoday.com/ /Display 427 79.4%
Traffic by Medium
5%5%organic
9%
(none)
81%campaigns
referral
Medium Visits Bounce Rate
organic 90,341 37.8%
(none)10,342 48.4%
campaigns 6,107 82.6%
referral 5,609 53.3%
Visits over Time
140,000
120,000
100,000
80,000
60,000
40,000
20,000
0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov
Dec
2010 2011 2012 2013 2014 2015 2016
2017
140000
120000
100000
80000
60000
40000
20000
0
9/1/201510/1/201511/1/201512/1/20151/1/20162/1/20163/1/20164/1/20165/1/20166/1/20167/1/20168/1/20169/1/201610/1/201611/1/201612/1/20161/1/20172/1/20173/1/20174/1/20175/1/20176/1/20177/1/20178/1/20179/1/2017Direct/None Referral Organic Campaigns
Most-Viewed Pages
Website Measurement Dashboard
September 2017
Signals of Intent to Travel
Goal Completion Rate (Total SITs/Pageviews)
LM LY3.54%7.89%8.03%
Instances LM %ch LY %ch
Guide Orders 202 356 -43%740 -73%
Newsletter Signup 54 120 -55%109 -50%
Deals Page Views 1,027 2,304 -55%2,085 -51%
Hotels & Rentals Listings Views 2,662 2,725 -2%3,798 -30%
eBook Views 147 141 4%157 -6%
BookDirect Widget Searches 822 3,044 -73%1,388 -41%
BookDirect Click-Throughs 553 1,374 -60%816 -32%
Total 5,467 10,064 -46%9,093 -40%
Pageviews Bounce Rate
/articles/paradise_coast_webcams 65,763 15%
/map 14,350 90%
/7,646 45%
/discoveryourparadise 5,623 84%
/articles/celebrities_find_their_own_paradise_in_5,581 88%
/emergency 5,049 29%
/articles/paradise_coast_beach_conditions 4,055 70%
/listings/events 3,339 44%
/emergency/availability 2,671 53%
/major_annual_events 1,927 46%
/guide 1,428 38%
/cms/d/web_cams.php 904 81%
/map/865 91%
Traffic by Device Category
21%mobile
desktop
42%
37%tablet
Visits Pgs./Visit Bounce Rate Time on Site
mobile 46,928 1.26 51.3%00:56
desktop 41,776 1.50 30.3%01:31
tablet 23,589 1.37 43.8%01:17
2017-09-012017-09-022017-09-032017-09-042017-09-052017-09-062017-09-072017-09-082017-09-092017-09-102017-09-112017-09-122017-09-132017-09-142017-09-152017-09-162017-09-172017-09-182017-09-192017-09-202017-09-212017-09-222017-09-232017-09-242017-09-252017-09-262017-09-272017-09-282017-09-292017-09-30Visits by Day
50000
45000
40000
35000
30000
25000
20000
15000
10000
5000
0
Website Measurement Dashboard
September 2017
Referring Domains
Visits Bounce Rate
colliergov.net /referral 945 72.2%
m.facebook.com /referral 770 66.8%
naplesnews.com /referral 512 26.4%
cityofmarcoisland.com /referral 398 37.2%
fbunc.com /referral 379 72.3%
duckduckgo.com /referral 231 45.5%
nhgcc.com /referral 213 37.6%
search.xfinity.com /referral 184 45.1%
facebook.com /referral 165 51.5%
start.att.net /referral 161 59.6%
honeymoons.com /referral 128 55.5%
t.co /referral 120 60.0%
paradisecoast.co.uk /referral 80 32.5%
Visits By Geography
State Visits LM %ch LY %ch
Florida 14,237 27,938 -49%29,431 -52%
New York 6,932 9,766 -29%1,996 247%
Illinois 6,534 7,065 -8%1,538 325%
Ohio 4,503 928 385%800 463%
Michigan 4,475 625 616%722 520%
Massachusetts 4,227 3,901 8%873 384%
New Jersey 3,992 4,631 -14%905 341%
Pennsylvania 3,857 997 287%848 355%
California 3,566 731 388%1,227 191%
Georgia 2,945 3,442 -14%1,678 76%
Texas 2,884 827 249%1,094 164%
Visits By Geography
Metro Area Visits LM %ch LY %ch
New York NY 8,393 14,171 -41%2,389 251%
Chicago IL 5,858 7,061 -17%1,374 326%
Ft. Myers-Naples FL 4,573 7,994 -43%8,623 -47%
Boston MA-Manchester NH 4,527 4,451 2%911 397%
Tampa-St. Petersburg (Sarasota) FL 3,104 6,466 -52%5,611 -45%
Orlando-Daytona Beach-Melbourne FL 2,951 5,497 -46%5,505 -46%
Detroit MI 2,689 390 589%471 471%
Philadelphia PA 2,686 905 197%711 278%
Atlanta GA 2,524 3,248 -22%1,538 64%
Washington DC (Hagerstown MD)2,306 686 236%942 145%
Miami-Ft. Lauderdale FL 2,039 6,126 -67%7,316 -72%
Minneapolis-St. Paul MN 1,952 387 404%415 370%
Cleveland-Akron (Canton)OH 1,564 276 467%260 502%
Visits By Geography (Visits to U.S.Site)
Country Visits LM %ch LY %ch
United States 89,175 69,269 29%48,182 85%
United Kingdom 5,671 930 510%1,249 354%
Canada 5,559 944 489%1,137 389%
Germany 4,354 690 531%671 549%
Switzerland 716 70 923%103 595%
Sweden 661 88 651%8 8163%
Netherlands 658 75 777%106 521%
France 568 106 436%96 492%
Argentina 363 142 156%107 239%
Italy 355 129 175%126 182%
Brazil 328 287 14%1,011 -68%
Website Measurement Dashboard
September 2017
Browsers (all device types)
Visits LM %chg LY %chg
Safari 52,177 32,629 60%18,186 187%
Chrome 39,579 18,506 114%22,108 79%
Internet Explorer 5,461 3,208 70%4,233 29%
Firefox 5,410 2,260 139%3,504 54%
Samsung Internet 2,842 114 2393%0 100%
Edge 2,760 990 179%1,016 172%
Safari (in-app)1,691 6,073 -72%4,075 -59%
Android Webview 1,306 9,560 -86%0 100%
Amazon Silk 473 293 61%179 164%
Android Browser 271 272 0%588 -54%
Website Measurement Dashboard
September 2017
Campaigns
Name Visits LM %chg Pgs/Visit Bounce Rate Time on Site
spring-summer-fy17 5,243 38,195 -86%1.20 85.1%00:28
meetings 439 43 921%1.25 79.3%00:42
discoveryourparadise 163 3,074 -95%3.28 60.7%04:08
discover your paradise 85 361 -76%3.91 43.5%06:58
golf landing 53 383 -86%1.53 13.2%01:49
winter-fy17 30 41 -27%1.07 90.0%00:12
spring/summer-2017 14 40 -65%1.21 85.7%01:07
discover your paradise -spring 2015 12 3 300%1.75 16.7%00:14
springsummer2016 12 22 -45%1.00 100.0%00:00
brand-usa_in-market_brazil_2017 10 24 -58%1.40 90.0%01:45
meetinparadise 10 1,342 -99%6.30 50.0%07:02
paradise coast golfing 6 6 0%1.17 66.7%00:06
winter2016 5 1 400%1.20 80.0%00:03
dining-fy17 4 4 0%1.00 100.0%00:00
CAMPAIGN
RESP
6,107
TOTAL RESPONSES
ONSE
5%
OF TOTAL VISITS
43,601 20,573
LAST MONTH LAST YEAR
58%38%
OF TOTAL VISITS OF TOTAL VISITS
Website Measurement Dashboard
September 2017
International Traffic over Time to U.S.SiteInternational Microsite Activity
UK LM %ch LY %ch
Visits 5,029 898 460%785 541%
Pageviews 6,286 1,873 236%1,889 233%
Time on Site 01:16 01:37 -22%02:01 -37%
Bounce Rate 27.1%59.8%-55%55.8%-52%
German LM %ch LY %ch
Visits 438 670 -35%531 -18%
Pageviews 1,219 1,704 -28%1,440 -15%
Time on Site 01:32 01:37 -5%02:11 -29%
Bounce Rate 59.6%63.1%-6%60.8%-2%
Brazil LM %ch LY %ch
Visits 138 232 -41%994 -86%
Pageviews 287 535 -46%2,233 -87%
Time on Site 02:14 01:57 14%02:22 -6%
Bounce Rate 63.8%67.2%-5%40.4%58%
Visitation to U.S. Site -Domestic vs.International
LM %ch LY %ch
Domestic 89,175 70,090 27%48,182 85%
International 23,227 4,886 375%5,916 293%
14000
12000
10000
8000
6000
4000
2000
0
Sep-15Oct-15 Nov-15 Dec-15 Jan-16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Jul-16 Aug-16 Sep-16 Oct-16 Nov-16 Dec-16 Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul17 Germany Canada UK Switzerland Denmark
Website Measurement Dashboard
September 2017
SEO: Organic Search Activity
Website Measurement Dashboard
September 2017
SEO: Top Keywords by Search Volume
Website Measurement Dashboard
Metric Defintions
Visit –This metric tracks the total number of visits to the website,both unique and repeat.
Unique Visitor –The metric counts each visitor’s first visit to the site during a specified time period.
Page View –A request to load a single page of awebsite.
Bounce Rate –Percentage of visitors who view only one page on the site and exit immediately without interacting with the site in any way.
Because of event tracking in Google Analytics,outbound links,video plays and other site interaction elements that would have been a bounce
before are now not counted as bounces. Paradisecoast.com has anaytics event tracking set up for outbound links. There is no industry-wide
standard for bounce rate, but the generally accepted goal is less than 50 percent for overall bounce rate. Bounce rate can be affected by
campaigns and promotions, referrals --especially from social media, and many other factors.
Signals of Intent to Travel (SITs) –A measurement that captures goal completion events that indicate a strong desire that the site visitor will
travel to the destination.The SIT conversions are unique to each website.Some examples include ordering a visitor guide,signing up for email
newsletter,visiting a deals page,clicking through to a booking vendor,visiting the detailed listing of a hotel,activity or event.
Traffic Sources:
Organic Traffic –Visitors referred by an unpaid search engine listing, i.e. a Google or Bing search.
Campaign Traffic –Traffic from campaign-related media such as banner ads and campaign landing pages; relies on proper tracking code setup to
be attributed correctly.Includes traffic from paid search.
Direct/None Traffic –Traffic that either comes from a visitor typing the web address directly into their browser, or they have
bookmarked/favorited the site and are entering by opening the bookmark on their device.It also includes untagged links within emails or
campaign traffic missing tracking parameters.
Referral Traffic –Visitors referred by links on other websites,such as city/county government sites, social networks,and more.Much of this
traffic is not easy to control,although it can be affected by social media posting.
DIRECTOR ACTIVITIES- Jack Wert- September-October 2017
PERIOD AT A GLANCE 2017
2016
Number of Advocacy Contacts 6
6
Number of Trade Show/Conferences 1
1
Number of Tourism Industry Events 5
5
Number of PR Interviews/Communications 5 4
3
Advocacy
• DMAI Advocacy Committee Meeting
• Conference calls with Visit Florida, Florida Assoc of Destination Marketing Organizations on co-
op opportunities with Visit Florida and other providers
• Collier Lodging & Tourism Alliance Board Meeting on tourism issues
• Meetings on sports complex design and naming rights process
• Meetings with County Procurement on contract issues
Trade Shows/Tourism Industry Conferences
• Attended Florida Assoc. of Destination Marketing Organizations Annual Meeting – Amelia Island.
Presentation made on Destination Accreditation process
Tourism Industry
• Post Hurricane Irma marketing plans to public and press
• Meetings with Fort Myers Airport Marketing team on new German flights
• Conference Calls with Visit Florida for marketing co-op opportunities
• Marketing Plan presentation to BCC for final approval
• Meetings with Pinchers and organizers of Stone Crab Festival
Public Relations/Communications
• Press interviews on Hurricane issues with Ft. Myers News Press, NBC-2 and WINK TV and Naples
News and Bob Harden Radio
• Collier New Hire Orientations on Tourism
Promotional Activities/Special Events
• Meeting with LPGA, Greg Norman events in 2017 and Chubb Classic 2018 event organizers
• Meetings with FBU event organizers on plans for 2017 event & hotel booking solution
• Meetings with Hunden Partners on new agreement
Promotional Activities 3
October 23, 2017
Tourism Staff Reports 11 A-H
1 of 48
GROUP MEETING SALES REPORT
Debi DeBenedetto – Group Sales & Marketing Manager
Sept 7, 2017 – October 9, 2017
PERIOD AT A GLANCE
2016 2017
Number of Meeting Planner
Contacts
116 shows and follow up
with calls, sites all
36 planner contacts at shows,
RFPs and sites
Number of Rfp’s leads sent
33 21 Rfp’s sent
Number of Groups booked
8 2 groups booked
Total Room Nights/Econ. Impact
for Period booked
3995 room nights
$3,549,098.41 estimated
Economic Impact
983 room nights booked
$625,309.91 estimated economic
impact
Number of RFP Enhancement
(RFPE) Requests
0 3 New requests granted
Note Irma cost 7 lost
groups that had Rfpe
enhancements but of
those 4 rebooked new
dates here
Number of RFPE’s to Contract
0 1 booked
Site Visits
1 Planning 1 current 6 cancelled
due to Irma
Number of Shows Attended 2 plus one Fam
One show attended Small
Meetings Market South Bend, In
Sales Activities this Period
• Granted a sponsorship for FSAE CEO retreat for Hilton Marco Island hosting
• Destination Florida Show in Miami rescheduled for Dec. 3-6, 2017 (CVB double booked and
looking for Hotel partner rep to do this show)
• Appointments and preparations to attend Connect Medical
• Attended Sept. 26-30 Small Meetings Market show in South Bend with 22 appointments –
follow up complete
• Registered for several shows and working on prep for Connect Medical, Connect FSAE, LMS
Pittsburgh, Meetings Today, Destination SE, Florida Encounter
• Put out 2 Rfp’s for opportunity to the hotels to bid to the 2019 Connect Medical and Connect
FSAE. These were lost as hotels did not bid.
• 2018 Trade show plan and sign up participation is complete and ongoing – show schedule has
changed for various reasons, still within budget.
October 23, 2017
Tourism Staff Reports 11 A-H
2 of 48
• On committee to finalize Midwest rep. Contract in process with Synergy-Connect chosen as new
CVB group Midwest reps. I have worked out a plan and will be planning a Fam to bring the team
down and train and go over the plan.
• Started a “Wellness Tourism Visionary Task Force” To meet for 6 months to brainstorm,
research, expand and bring in wellness meetings and events with a focus on making Naples
Marco Island Everglades recognized globally as a wellness destination. Co-chairs Debi
DeBenedetto and Peggy Sealfon.
• Collaborated with Museums to start an Arts & Cultural task force to bring more tourism
attention towards the arts and assist museums in promotion on our website. Lori Lou Waddell
will assist this in the future for the CVB side. Meeting with C’mon museum.
• Rescheduling all Irma related site cancellations.
• Attended Tourism Marketing Presentation Roundtable.
• Interviewed with Jen Juergons for Meetings Today article and supplied info, photos and quote.
• Emailed Meetings Market post Irma Coast is Clear message to several Meetings publications
• Assisted with MPI TV live interview post Irma recovery for group meetings with Sarah Solomen.
• Sent quote and assisted to get post Irma Meetings recovery message to all HelmsBriscoe
associates through their portal.
• Worked one day at EOC and home office all through Irma events while County office was closed.
Sales Plan Goal Tracking
I am on track with all tactics for 2017 plan. Year to date report will be included Oct. 2017 for fiscal year
end. I traditionally do a Year- end report for calendar year in January with a YTD compare. Below is a
fiscal YTD report with compare to 2016.
Recap 2016 Fiscal 2017 Fiscal
Rfp's sent 475 373
Rfp's Booked 97 78
Economic Estimate $30,011,381.50 $16,006,981.22
Room Nights booked 46,183 29,151
Sales missions 5
Fams 1 2
Sites 23 20
Shows attended 17 14
Rfp enhancements N/A 38
Sponsorships N/A 8 Totaling $44,500
October 23, 2017
Tourism Staff Reports 11 A-H
3 of 48
TRAVEL INDUSTRY & LEISURE MARKET SALES REPORT
Claudia Cianfero
Dates September 9 – October 9, 2017
PERIOD AT A GLANCE
2016 2017
Number of Travel Agent Contacts
229 0
Number of Tour Operator Contacts
14 29
Number of FAM’s/Site Visits
0 2 planned but canceled
due to Hurricane Irma
Number Trade Shows Attended 2, 1 workshop 1
EVENTS RECAP
RTO Summing
September 19 – 20, 2017
Orlando, FL
Comments/Trends: Surprisingly great attendance in light of the hurricane. All receptive tour operators
showed up and made every effort to attend all their appointments. This is a great opportunity to re-
connect and nourish the relationship with the receptive tour operartors in Orlando/Miami. Most are
familiar with our area and do offer our area to their clients. There is also much interest from New
Creative Tours to include us in their itinerary for their chinese clients. Many also commented that their
groups have shrunk almost 50% in size from years past. Mostly due to economical and political factors.
The latest trend that was talked about was tha receptives are now more interested in working with
DMO’s because they want to work with independent hotels more and more. It’s easier to work with
Independents and they get better rates and there is more flexiblity than working with the larger brands.
Receptives are now recognizing that DMO’s act as facilitators for introductions. Comments were that
their clients are spending less and using lower tear properties to save money. Also groups have shrunk
from years past from 40 PAX to 18-20 PAX.
Canceled FAM’s/Site Visits:
ASTA FAM
September 16-17, 2017
30 travel agents from South Florida were expected for a FAM and lunch and learn.
German Brand USA FAM
September 28 – 30, 2017
11 travel agents were expected for this FAM that was also expected to visit Miami, Tampa and Orlando.
October 23, 2017
Tourism Staff Reports 11 A-H
4 of 48
Sports Marketing
October 2017 Monthly Report- September Activity Sports–Michael Obyc, Nicole King, Ed Caum
*Naples Cup Soccer & Florida Fire Soccer Fall Junior Classic-Rescheduled Irma
Development Activities this Period - Michael Obyc
• Assisted in the EOC during Hurricane Irma.
• Attended a site visit at the Naples Princess.
• Attended monthly TDC meeting.
• Attended monthly Parks and Recreation meeting.
• Hosted FBU conference calls to discuss upcoming 2017 event.
• Attend the SPORTS Relationship Conference.
• Attended a site visit of the Naples Bay Resort.
• Attended the Football University Press Conference.
• Attended the Football University jersey presentation.
• Attended a site visit for Football University Orientation at Gulf Coast High School
September-Publix Labor Day Soccer
Event Impact Report
Direct Impact $379,832.00
Economic Impact $539,039.00
Room Nights 497
TDC Funding $5850.00
Acquisition Cost $12.01
Total Local Tax ROI $2,575.00
TDT $3,455.00
2017 September – Total Event Impact
Number of Events 1
Direct Impact $379,832.00
Economic Impact $539,039.00
Room Nights 497
TDC Funding $5850.00
Acquisition Cost $12.01
Total Local Tax ROI $2,575.00
TDT $3,455.00
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Development Activities this Period - Nicole King
• Visited all Sporting Events in September
• Organized/Attended FBU Press Conference
• Attended FBU Army Bowl Jersey Presentation for FBU at Gulf Coast High
• Attended Pro Watercross Operational Meeting with Parks & Rec staff
• Walked through Gulf Coast High School with FBU operational team
• Attended FBU Weekly Conference Calls
• Met with Executive Director of Facilities- Collier County Public School District regarding FBU
• Worked the EOC 18 Desk
• Worked the EOC 311 hotline
• Attended Tourism Round Table Meeting
• Attended Springhill Suites Grande Opening
• Attended Site Visit at Naples Princess
• Attended TDC Meeting
• Met with Michael to review FBU and Pro Watercross logistics
• Attended the Publix Labor Day Soccer Tournament at North Collier Regional Park
Development Activities this Period - Ed Caum
• Multiple Meetings/Conf. Calls with FBU
• Media Day AAU/FBU
• Gulf Coast High Walk through
• Sports Complex Meetings, Naming Rights, Hunden Contract, Partner Questions Developed
• Association of Chief Executives for Sport Conference Cancelled (To Be Rescheduled)
• Hurricane Irma – EOC Assignment
• Meeting with Parks and Rec – Sugden Recovery
• Roll out of CVB Destination Marketing Plan
• Presentation to TDC – New Application Forms and Procedures
• Meeting with Travel Weekly
• Mid-West Meetings Representative Hired
• Stone Crab Festival Planning Meeting
• Present New Hire Orientation
• Visit Florida Visit – Open for Business Video
• Pro Watercross Walk Through – Sugden Park
• Collier Area Transit – Beach Trolley Route
• Meeting on Visitor Guide
• Turf Selection Committee Meeting
• Wellness Tourism Task Force Meeting
• Chubb Classic Outing
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PUBLIC RELATIONS & COMMUNICATIONS REPORT
JoNell Modys- September 2017
PERIOD AT A GLANCE
Number of Media Submissions from CVB PR
• 50– Direct submissions
• 825 – News Release distribution
TOTAL - 875
Number of Journalists Hosted in Destination –
This does not reflect the number of people on
production crews backing up the correspondents.
NBC/MSNBC had a crew of at least a dozen
people.
Hurricane Irma – Overview of Some of the
Network Correspondents in Destination
• CNN
o Chris Cuomo
o Drew Griffin
• Weather Channel
o Paul Goodloe
o Jim Cantore
o Mike Bettes
• NBC / MSNBC
o Lester Holt
o Kerry Sanders
o Gabe Guitierrez
o Chris Hayes
• CBS Network
o Jonathan Vigliotti
• Al Jazeera – English
o Kristen Saloomey
• Fox News
o Steve Harrigan
o Griff Jenkins
• ABC News
o Jason
Number of News Releases Written and/or
Issued by CVB - 5
September - News Releases
• Tourist Tax Increases to 5%
• Hotel Vacancies – Hurricane Irma evacuees,
first responders
• FBU Media Alert
• Pro Watercross World Championship Returns
to Naples
• Naples and Marco Island Visitors Welcome
Visitors with the Message ‘The Paradise Coast
is Clear’
October – News Releases
• Paradise Coast is Clear for Meetings
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Publicity Highlights
(not included in agency reporting)
September
• NBC-2, WINK Business Observer – TDT
increase from 4 to 5%
• Weather Channel – Paul Goodloe provides
‘travel ad’ coverage on Sept. 9 about Marco
Island for over an hour’s worth of Live
broadcasts for The Weather Channel
• Extensive pre-storm coverage by NPR, The
Weather Channel
• See publicity spreadsheet for more
Facebook Live Broadcasts
• Sept. 1 – All About Shelling from Shell Island
• Sept. 26 How to Do Florida Facebook Live
from Naples Pier with J. Modys
• How to Do Florida Facebook Live from Marco
Island with Dianna Dohm (chamber)
• How to Do Florida Facebook Live with Dianna
Dohm, J. Modys about how to help Goodland,
Everglades City, Chokoloskee
October
• Oct. 3 – Facebook Live at Naples Botanical
Garden
• Oct. 4 – Facebook Live from the Dolphin
Explorer…dolphins
• Oct. 4 – Facebook Live from the Dolphin
Explorer – all about whelk shells
• Oct. 4 – Facebook Live from JW Marriott
Marco Island with GM, senior boat captain,
Dianna from chamber
• Oct. 9 – Facebook Live from Tin City re-
opening with Gov. Scott
• Oct 9 – Facebook Live from Pinchers at Tin
City
Top Staff Projects – J. Modys
• Update website with new Tourist Tax info,
issue news release on 5%
• Cancel Brazil press trip to destination for
September
• Sept. 5 – initiate emergency communications
activities
• Launch ParadiseCoast.com emergency info
module, activate efforts to collect hotel
vacancy info – post online.
• Write, issue all news releases
• Updates to EOC on room availability for 1st
responders
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• Daily destination research, updates to
Hurricane Irma Recovery Information web
page
• Deletions, additions to website events
calendar
• EOC desk duty; destination survey, photos
• CVB partner advisory meeting
• Planning, pre-production and scheduling for
series of Facebook Live broadcasts beginning
October 3
• Visitor guide meeting
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SEPTEMBER 2017 DIGITAL & SOCIAL MEDIA REPORT
AUGUST 2017
PERIOD AT A GLANCE
2017 2016
Twitter Accounts (3)
82 Post, 3,425 Total Engagements,
127 Link Clicks, 214 New Followers,
129,343 Twitter Impressions
245 Post, 2,228 Total Engagements,
70 Link Clicks, 129 New Followers, 90,172
Twitter Impressions
Facebook Accounts (5)
421 New Fans, 10,692 Engagements,
64 Post, 603,680 Impressions
1,801 New Fans, 26,111 Engagements,
112 Post, 2,234,657 Impressions
Instagram Accounts (2)
13 Posts, 113 followers gained,
1,809 Engagements
38 Posts, N/A followers gained,
1,484 Engagements
Website / Social Media Update
• Produced Sept 1st Live Facebook Broadcast from Shell Island.
• Continued Construction of New ParadiseCoast.com Website
• Updated / Created Event / Deals / Partner Listings
• Updated Website RSW Flight Information
• Activated Website Emergency Module for Hurricane Irma
• Continuous updating and tweaking of Hurricane Irma Information Page
• Conduct Hotel Call arounds and data entry for Hotel Availability Page (Hurricane
Irma)
• Instruct and continuous follow through with PhaseV in regard to Hurricane Irma
Hotel Call Arounds.
• Photograph area beaches Post-Irma for Social Media Posting
• Continuous Engagement with Facebook fans promoting visitors to come back to
Florida’s Paradise Coast.
• Construct and launch Hurricane Irma Website Emergency Slide with links to
Hotel Availability and Irma Emergency Information.
• Developed Online Call Around Sheet / produce instructions for internal CVB
usage during Hurricane Irma.
• Served as Communications Liaison between EOS and CVB Staff via social
media, text, and phone.
• Halt and rescheduling of Social Media Content during Hurricane Irma
• Answer Hurricane related questions via Social Media Platforms
• Produced Various Facebook live broadcast to show Florida’s Paradise Coast is
open and back in business.
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Future Project Highlights
Production/Lead Highlights
• PARADISE COAST FILM OFFICE
• October 2017
PERIOD AT
A GLANCE
This Year Last Year Spending Estimate New or Repeat
Productions 1 6 $50K New
Working
Leads
4 7
Meetings
Attended
1 2
Events/
Tradeshows
0 1
Media
Assisted
1 1
Location
Scouts
0 1
•
•
•
•
•
•
•
•
•
•
• House Hunters - Hosted by Suzanne Whang, the HGTV/PieTown
Productions show takes viewers behind the scenes as individuals, couples
and families learn what to look for and decide whether or not a home is
meant for them. Focusing on the emotional experience of finding and
purchasing a new home, each episode follows a prospective buyer and real
estate agent through the home-buying process, from start to finish. This is
one of cable’s most consistently popular shows.
• A national interior design company will be using area beaches and private homes for an extensive still
photo shoot for their catalogue and on-line campaign. This will be their first time using our area as a
location and they have indicated a desire to feature our area in future promotions.
• Son Studios will begin filming its original series, “Neapolitan” later this month. Our office has been
working with the producers, assisting with logistics, permitting and crew base.
Check out this story on naplesnews.com:
http://www.naplesnews.com/story/entertainment/2017/10/01/naples-inspired-tv-show-hopes-
spur-entertainment-industry-swfl/597951001/
• Facebook Engagement for September: 495 posts including original
content. Postings included filmmaking tips, #TBT location photos, industry
news and Hurricane Irma updates. Total page
views are up by 40% over last year.
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MONTH/YEAR: SEPTEMBER 2017 PREPARED BY: UK & IRELAND OFFICE
HIGHLIGHT OF THE MONTH:
Reactive response to Hurricane Irma, keeping the industry informed
September 2017 marked a tough time for the state of Florida and for Florida’s Paradise Coast,
with Hurricane Irma causing damage and travelling further inland than was first expected. We
received many supportive messages from the trade, requesting information on our area,
including key partners such as Virgin Holidays, American Holidays and US Airtours. We did not
receive any negative comments.
We kept our industry partners informed throughout with as much information as possible and
liaised with local industry partners in Florida to obtain a clearer picture of the situation in our
region, even when power was down and communication was very difficult. We constantly
monitored UK media channels – print, digital and broadcast - to survey the communication on
our region. Hurricane Irma received a lot of air time on UK, but much of the focus seemed to be
on Miami, so we were fortunate to receive very little mention and certainly in the spotlight.
We liaised with JoNell at the CVB who issued a proactive statement when the time was right,
with the message ‘Florida’s Paradise Coast is clear’. We shared this statement with all our travel
industry partners to ensure that the trade is encouraged to continue sending people to our
region and can reassure consumers that Florida is open for business.
World Travel Market in November will be a great opportunity to meet with the trade face to
face and continue to reassure them that our region has recovered well and we are very much
welcoming visitors back.
MARKET UPDATE:
EasyJet moves into long-haul
EasyJet is to allow passengers to book long-haul flights with other airlines for the first time after
entering into partnership deals with Norwegian and WestJet. The low-fares carrier is offering
connections at its Gatwick hub to Norwegian and WestJet flights to several destinations in the
US, Canada, South America and Singapore. Bookings can be made via EasyJet’s new online
platform, called Worldwide by EasyJet. Passengers will then be able to connect at Gatwick with
a guarantee that if they miss their onward flight they will be placed on the next one available.
Florida encourages visitors to return following Irma
Visit Florida is to launch a post-hurricane marketing campaign to invite visitors back to the
Sunshine State following its recent battering by Irma.
The campaign will focus on unaffected areas while providing real-time information and updates
on areas that were hit.
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Visit Florida CEO Ken Lawson said the 'vast majority' of the state's Destination Marketing
Organizations had reported that their areas were 'open for business'. "The areas of our state
that were more impacted are rebuilding and planning to reopen as soon as possible," he said.
Norwegian's UK subsidiary granted transatlantic permit
Low-cost airline Norwegian says it will be able to offer a 'seamless operation and more
effectively utilise its long-haul fleet' after its UK division got the go-ahead to operate
transatlantic flights.
The US Department of Transportation (DOT) has granted a foreign air carrier permit to
Norwegian UK (NUK), allowing the subsidiary to operate flights between the UK, Europe and the
US.
The 'Norwegian UK' (NUK) subsidiary was set up in 2015 and the airline employs over 1,000
pilots and crew at Gatwick. The foreign carrier permit will allow it to use the same aircraft
across all long-haul routes including the US, Singapore, Argentina and other future long-haul
markets.
Hurricane Irma: BA Caribbean and US flights return to normal
British Airways flights to the Caribbean and US have returned to normal after more than a week
of disruption caused by Hurricane Irma.
A Boeing 777 departed for Turks and Caicos on September 14th the first time since the island
was struck by the deadly storm.
The airline has resumed all flights to the Caribbean and Florida after they were disrupted by the
worst hurricane to hit the region for decades.
Travel was re-arranged over the last ten days for more than 10,000 passengers whose flights to
the region had to be cancelled.
Aer Lingus begins Ireland’s first direct service to Florida
Aer Lingus’ inaugural service direct to Miami, Florida departed on 1 September from Dublin
Airport.
Flight EI141 operated by an Airbus A330-200 series is the first ever scheduled service between
Ireland and Miami, Florida.
The Miami route marks Aer Lingus’ thirteenth direct route to North America and will operate as
a three times weekly service from Dublin year-round. Together with Orlando, Aer Lingus now
flies daily to Florida direct from Dublin. This will open an excellent opportunity for Florida’s
Paradise Coast.
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UPCOMING
EVENTS
DATE SPECIAL EVENT LOCATION
October Preparation for World Travel Market Trade Show –
leading Trade show for the UK & Ireland market
London
October Recovery from Hurricane Irma – communications UK & Ireland
October Planning for new budget year UK & Ireland
November 6th-8th World Travel Market, Trade Show London
November 6th Paradise Coast Annual Showcase Event, Co-sponsoring
with Visit Florida
London
MARKETING/SALES/PROJECTS & ACTIVITIES:
Coop marketing campaign with Golfbreaks
Golf tour operator, Golfbreaks, offer 2,000 of the best venues in the UK, Europe and beyond,
helping arrange everything from overnight breaks to bespoke tours. We partnered with
Golfbreaks to work on a joint marketing campaign during the months of August and September.
As part of this, Golf Breaks are featuring an email banner advertising 2018 packages for Naples,
Marco Island and the Everglades. This is featured below.
Ocean Florida Coop Marketing
Ocean Holidays has sent well in excess of 250,000 holidaymakers overseas over the past 10
years and comprises of 4 brands; Ocean Florida, Ocean Beds, Winged Boots and Ocean
California. We are currently working with Ocean Florida on a Paradise Coast page in their
upcoming Brochure, supplying them with content, logos and images.
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Golf Plus Voyages
We received a request from Golf Plus Voyages in France, looking for information to help convert
a booking for 6 golfers looking for a 3 bedroom, 3-bathroom house in the Naples region. We
supported with information and reached out to local industry partners and receptives to help
direct the enquiry further.
2017 Year end and 2018 Plans
We are working to close out all current projects and budgets and look ahead to 2018 activity
and plans.
World Travel Market
With World Travel Market a major focus we have been proactively researching target list of tour
operators and media that we would like to meet during the event. We have also been liaising
with local industry partner Wendy Cole, Naples Beach Hotel & Golf Club, to collaborate on
appointments. We have reached out to our key partners and we’re currently scheduling our
appointments for the event.
We have confirmed that we will continue to participate on the Visit Florida stand this year and
will also continue to support the Visit Florida dinner on the Monday night – our
showcase/signature event of the year and an excellent opportunity to meet with many leading
Florida partners – to ensure our destination is top of mind.
PUBLIC RELATIONS
Publication/
Circulation
Activation/
Date of
travel
Angle/
Theme
Industry partners Status
update/
publish date
PR Value
All UK Media –
print, digital,
broadcast
NA Hurricane Irma
- We
proactively
monitored all
media
channels this
month to
survey
coverage of
Hurricane Irma
Although it was
undoubtedly
covered
amongst UK
media, our
region received
little or no
mention, with
Miami tending
to be the major
focus.
NA
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Florida Friday,
Travelmole,
Distributed to :
1,500,000
Submitted
content for
monthly
newsletter
Supplied
content
surrounding
Hurricane Irma
and the
region’s
reaction
Completed
Achieved
coverage in one
newsletter
$660.10
Florida Friday – Florida is Back in Business
SOCIAL MEDIA ACTIVITIES
Activity Status/Result
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Having liaised with Buzzy at the CVB, we
suspended our presence on UK social media
in the aftermath of Hurricane Irma as it was
not deemed appropriate.
Nothing negative reported
A selection of Facebook and Twitter updates this month
Facebook
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MONTHLY ACTIVITY REPORT
SEPTEMBER 2017
EUROPEAN SALES & MARKETING- DIAMONDE
TOUR OPERATOR ACCOUNTS
Key Accounts
Tour Operator Achievement Cost
CANUSA We have comprehensively trained 3 agents in
their Munich office. Only one of them has been
to Florida before. Therefore, the training was
much appreciated. The agents had many
questions and took many notes accordingly.
Thomas Cook Held personal product meeting. Numbers for FL
are extremely down, especially for Miami but
also other regions report decreasing numbers.
Update on booking numbers:
S 16 vs S 17: NAP: 822 pax/358 RN vs 594 pax /
828 RN, MI: 147 pax/257 RN vs 38 pax / 44 RN,
Everglades: 62 pax/43 RN vs 0
Total volume (S17):
Ft. Myers: 601 pax/1131 RN, MIA: 2465 pax /
5965 RN, MCO: 2287 pax / 3663 RN, EYW: 1401
pax / 1028 RN
Yvonne expects an even further decrease for
winter (Irma) but looks very optimistic at
summer 2017.
Will keep the same portfolio for 2018/19
brochure. Only property taken off will be
Parkshore. Looking at Holiday Inn Express,
Quality Suites, Hyatt House.
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TUI We have held a product meeting in their
Hanover office with Carmen Knieps the Florida
product manager. The NAP figures are down
by 18%, both summer 2017 and winter 2017/18.
Main reason: Missing bookings for Marriott
Marco Island. TUI is concerned about the rate
development and booking pick up, pending
on rate development by JW Marriott.
Furthermore, they took the Naples Grande off
the portfolio as they are not happy with the
cooperation. In general, the USA is down by
15% and the outlook isn’t positive either due to
the exchange rate and the Trump effect.
FTI We have comprehensively trained the USA
competence center team. We conducted 2
rounds and all in all trained 14 agents. The
training was very much appreciated as only
about 40% has been to Florida before. They
took many notes into their brochures and
asked questions accordingly.
Benelux Accounts
Tour Operator Achievement Cost
Exclusive Destination This is a luxury TO in Belgium, whom we have
met during IPW 2017. We have secured and
scheduled a product meeting and NAP
training with Patricia Schaumans the owner of
Exclusive Destinations and her colleague on
October 20th, 2017.
This year they will produce a separate USA
brochure for the first time, which will be
launched at the end of 2017. We secured
that NAP text and image material will be used
for the new brochure.
Connections BE This is a long-haul specialized TO in Belgium.
We have held a telephone meeting with
Frank Bosteels the USA product manager,
NAP is very well positioned in their portfolio
and included in 3 fly-drives in their Florida
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brochure. Facebook account with over
40.000 followers. We could secure them with
Naples insider tips for their page and
connected with the social media team
accordingly.
Secondary Accounts
Tour Operator Achievement Cost
Tour Consult Secured FOC newsletter feature with the topic
stone crab season. The newsletter was sent to
6.500 customers on September 1st, 2017.
Explorer Fernreisen We have conducted a training in their Munich
office on September 1st, 2017. We trained 2
agents including the agency manager.
Neither of them have been to Florida
personally therefore the training was very
much appreciated.
We have also secured and scheduled a
training at the Explorer head office in
Dusseldorf on October 24th and in their
Cologne office for October 23, 2017.
Boomerang We have comprehensively trained the
Stuttgart team of 3 agents on September 19th,
2017. The agents were really interested. They
reported that they until now mostly planed
only a one-night stays in NAP, but will start
promoting 2-3-night stays in NAP as well as the
tips from our insider tip list.
Secured and scheduled a destination training
for the travel agents in the Cologne office on
October 23rd, 2017.
TRAVEL AGENTS
Sales calls: Total of 56 personal visits to travel agents in Munich, Hanover,
greater Stuttgart.
Booking Assistance & Support: We have assisted 1 agency (Reiseparadies
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GmbH, Karlsruhe) request on wedding spots in NAP. Due to hurricane Irma, we
have had lots of mails and telephone calls from tour operators and travel
agents, including: TUI, Meso Reisen, Faszination Fernweh, Explorer, Travel Trend,
Boomerang Reisen. We have supported them with the
paradisecoast/emergency page and helped as far as we could.
Registrations / Preparations
o Preparation VUSA Halloween (October 2017)
o Preparation sales tour Belgium (October 2017)
MARKETING
Type of Activity Details Cost
Air Berlin Germany We have received results from the joint spring
campaign, Air Berlin is insolvent since August
2017 and has received a loan from the
government to fly tourists to their holidays until
October, but tourists cannot book flights upon
October 15th, 2017.
The airline is currently in sales negotiations with
Lufthansa and easy jet, as far as known for
now Lufthansa will take over the long-haul
flights from Dusseldorf and Berlin until
Eurowings will serve this route starting May
2018. On top of that many flights had to be
canceled due to a strike of the Air Berlin pilots.
The online part created approx. 4,3 Mio page
impressions. The digital OHH media part had
approximately 4,3 Mio impressions as well, but
this is only an estimation. Please find a
detailed comparison of results for all
campaigns in the attached excel sheet. NAP
got an extra 2 weeks of a travel box
integration on the air berlins homepage in
July, which generated 1,275 clicks.
25.000 USD
Expedia TAAP Secured and confirmed a breakfast seminar
with Expedia TAAP and Visit Orlando. The
breakfast seminar will take place in Cologne
600 EUR
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on the 24th October 2017. About 25 agents will
be participating and we will have 30-45 min
presentation time and additional network
time during the breakfast.
Florida Inside This Florida specialists have reposted our post,
with the Paradise Coast is clear update on
September 25, 2017.
Facebook group Due to hurricane Irma, we have received
many questions about the situation in NAP.
We have updated the group as soon as we
had info’s and they were very appreciative.
The page has 4.735 likes.
Facebook &
Instagram DiaMonde
We have reposted the hurricane Irma post on
our DiaMonde Facebook page (700 follower).
Facebook *due to hurricane Irma, we had to stop social
media posts for 2 weeks.
# posts: 10 #fans: 9,966
In September, we had again 1 very successful
post:
25.09.17 Update hurricane Irma, reached
3,751 clients, 152 reactions and 135 likes.
Please find screenshot attached.
MEDIA / PR
Inclusion in travel magazines
o Florida Sun
We have secured NAP placements in the latest edition of the
Florida Sun, 4th edition in 2017. Naples and Marco Island are
featured as tip and favorite city of a local column next to
several restaurant tips such as IM Tapas in Naples. In addition,
the Tiburon Golf Club and the Ritz-Carlton Golf Resort as
featured with an article about this year’s PGA tournament in
Naples all in all these cover 4 pages of the magazine. Please
find screenshots attached.
Luxury Insider Reporting
o The gallery ad we had with the online magazine was very much
successful. This edition had an above average number of traffic as the
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summer edition is online for 2 months (August & July) and agents have
more time to read during the vacation time. The NAP gallery ad was
opened 2.641 times and 2.466 clicked through most of our images.
Please find reporting attached.
Press request gofeminin.de
o We have achieved a PR FAM request from Nadine Jungbluth the chief
editor of the online magazine “gofeminin.de” a very popular women’s
magazine in Germany. She and a photographer will visit Florida in
cooperation with Visit Florida in November 2017 and would love to visit
NAP during that time as well. We are awaiting the approval from CVBs
side.
Visitor Guides inclusion
o The information of Naples and Everglades City in the new Florida visitors
guide “Vista Point” have been renewed by Mr. Teuchel a journalist
whom we work with. The VG was published in September 2017.
PROJECTS
Brand USA FAM
Due to hurricane Irma, we had to cancel our participation of this year’s Brand
USA Mega FAM. It was planned that 10 travel agents from Germany would stay
for 1-night at the JW Marriott Marco Island and 1-night split at the Naples Beach
Hotel and Naples Grande September 28-30, 2017. In addition to that we would
have participated at a travel market and meet all the 80 brand USA FAM
participants the day before the FAM was supposed to start.
Naples August Analytics Meeting
We have participated at the monthly analytics meeting on September 18th for
the first time. The statistics for the German website have shown no significant
change during August.
Inventory
We have again created a comprehensive list of all stored brochures and
giveaways.
Year-end closeout FY16/17: Finalized budget 16/17 and prepared an overview
of all activities that have been completed and the invoices have been
forwarded to the CVB accordingly. Payment method and date of invoice
submitted to the CVB is outlined in the sheet.
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CONSUMER
Brochure fulfillment: 11 in total
We supported at least 6 consumers, via phone, e-mail and Facebook
messenger with information in hurricane Irma.
HIGHLIGHTS IN OCTOBER
TO training Explorer Dusseldorf, October 24, 2017
TA training Explorer Cologne, October 23, 2017
TA training Boomerang Cologne, October 23, 2017
Expedia TAAP breakfast workshop Cologne, October 24, 2017
TO Sales tour Belgium, October 19-20, 2017
NAP newsletter, October 24, 2017
VUSA Halloween event Frankfurt, October 28, 2017
TA Sales Calls Luxembourg, October 16-18, 2017
TA Sales Calls Switzerland, October 18-20, 2017
TA Sales Calls Austria, October 18-20, 2017
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Monthly Report
September 2017
Brazil
MARKET INFORMATION
• According to a survey released by Virtuoso, the luxury tourism market in Brazil continues to
grow even with the crisis, more than 50% of the members of the agency say sales have
increased more than 10% compared to last year. Research with Virtuoso consultants also
showed the top destinations that Brazilians should choose to visit by the end of the year and
the main reasons for travel. Among them are exploring new destinations and getting personal
growth during itineraries. (http://www.mercadoeeventos.com.br/noticias/agencias-e-
operadoras/virtuoso-turismo-de-luxo-continua-crescendo/ ).
• Exactly 1.69 million Brazilian tourists visited the United States in 2016. The information was
released by the International Trade Administration (ITA), an agency linked to the US
Department of Commerce. The number is the lowest since 2011 and 24% below what was
recorded in 2015, which shows a sharp drop compared to the average decrease of 15% in
other regions visited. Despite the difficult time, Brazilian arrivals accounted for 2.2% of all
tourists who visited the US in 2016. Of the nearly 1.7 million Brazilian visitors, 56% landed in
Florida. Another 23% arrived in New York and 10% preferred to land on the West Coast (10%).
Nevada (5%), Massachusetts (4%), Illinois (3%), Texas (3%), Georgia (2%), and New Jersey (2%)
are the other states that received at least 2% in 2016. To get a sense of the importance of
Florida, about 50% of all Latin Americans who visited the US in 2016 arrived in Brazilian’s
favorite American state. (http://www.mercadoeeventos.com.br/_destaque_/slideshow/eua-
recebem-169-mi-de-brasileiros-em-2016-87-visitaram-orlando-miami-ou-ny/ )
TRADE
Leisure Sales Calls / Meetings
Name Market Company Objective and Outcome Follow Up
Fernando Nobre
fernando.nobre@rcaturismo.com.
br
BR
RCA Turismo – TO
Av. São Luiz, 50 –
Edifício Itália, 30th
floor – São
Paulo/SP – 01046-
926 – Phone: 5511
3017-8700
RCA has the idea of
planning a FAM to PC
in 2018. A training
session co-op was
suggested to be
organized at the
beginning of 2018.
Fernando will
follow-up
with
AVIAREPS to
continue
developing
this project.
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Rosângela Barros
rosangelabarros@westcentral.com
.br
BR
West Central - TO
SHS Bloco A
Quadra 1 – Lojas 11
e 12 – Brasília/DF –
70322-900
Phone: 5561 3375-
7500
West Central does not
work with PC yet.
They will have a
training program for
the next year which
will put together over
100 agents for group
training.
Will sent us
the proposal
for
evaluation.
Fernanda Almeida
fernanda.almeida@55destinos.co
m
BR
55 Destinos – TO
Av. São Luiz, 50 –
Edifício Itália, 33th
floor – São
Paulo/SP – 01046-
926 – Phone: 5511
3217-4176
After the FAM they
participated, 55
Destinos has
developed packages
that include Naples
and Marco Island.
Planning on
having future
training
sessions to
promote PC
attractions.
Will send
schedule.
João Rodrigues
joaoeduardo@novaagenciaturismo
.com.br
MS
Nova Agência
Turismo – TO
764, Espírito Santo
st. – Campo
Grande/MS –
79020-081
Phone: 5567 3044-
0990
Presenting the
destination to new
agencies operating on
a rising market –
center-west region of
Brazil.
Digital
collaterals
sent.
Nobuko Takahashi
nobuko@hanamihturismo.com.br
BR
Hanamih Turismo –
TA
Rua Alberto Faria,
187 – Suite 10 –
Campinas/SP –
13073-014 –
Phone: 5511 3368-
3660
Requested
information for
presenting PC as an
option for a group of
130 passengers
travelling to Florida in
2018.
Put them in
touch with
TOs that have
products and
negotiations
with hotels in
PC.
Hevellin Molena
Hevellin.ares@gmail.com
MS Ares Viagens e
Turismo – TA
Tourism agency
specialized in Florida
destinations.
Promoting the
Requested
further info on
Paradise
Coast. Digital
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1553, Ceará st. –
Campo Grande/MS
– 79020-360
Phone: 5567 8136-
4806
destination to new
agencies operating on
a rising market –
center-west region of
Brazil.
collaterals
sent.
Ronaldo Francelino
Ronaldo-tour@uol.com.br
SP
Artmak Travel – TO
Av. São Luis, 187 –
1st floor – store 16
– São Paulo/SP –
01046-001
Phone: 5511 3231-
3029
Promote the
destinations and its
highlights.
Digital
collaterals
sent.
Elaine Veiga
Elaine@vilatrip.com.br
SP
Vila Trip – TO
396, Carlos Weber
St. – store 01 – São
Paulo/SP – 05303-
000
Phone: 5511 2367-
9358
Promote the
destinations and its
highlights.
Digital
collaterals
sent.
Lidiane Silva
Lidiane.mundoafora@gmail.com
MS
Mundo Afora
Turismo – TO
3519, Mato Grosso
Ave. – store 03 –
Campo Grande/MS
– 79021-002
Phone: 5567 3028-
4358
Promote the
destinations and its
highlights.
Offered the
destination to
a new group
set to travel in
May, 2018.
Digital
collaterals
sent.
João Rodrigues
joaoeduardo@novaagenciaturismo
.com.br
MS
Nova Agência
Turismo – TO
764, Espírito Santo
st. – Campo
Grande/MS –
79020-081
Presenting the
destination to new
agencies operating on
a rising market –
center-west region of
Brazil.
Digital
collaterals
sent.
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Phone: 5567 3044-
0990
Maykon Guazzelli
maykon@kmviagens.com
MS
KM Viagens – TO
579, Rodolfo José
Pinho st. – 79004-
690 - Campo
Grande/MS
Phone: 5567 3211-
7801
Presenting the
destination to new
agencies operating on
a rising market –
center-west region of
Brazil.
Asked about
shopping sites
on Paradise
Coast for a
client – digital
collaterals and
specific info
sent.
Luiz Gonzaga
luiz@gmstour.com.br
MS
GMS Tour – TO
372, Euclides da
Cunha st. – Campo
Grande/MS –
79020-230
Phone: 5567 3029-
0707
Presenting the
destination to new
agencies operating on
a rising market –
center-west region of
Brazil.
Digital
collaterals
sent.
Joari Proença da Cruz
Presidência.joari@montrealturism
o.com.br
MT
Montreal Turismo
– TO
510 Papa João XXIII
st. – Cuiabá/MT –
78015-615
Phone: 5565
98125-9845
Presenting the
destination to new
agencies operating on
a rising market –
center-west region of
Brazil.
Requested
online
material for
the sales
department.
Collaterals
sent.
José Lourenço
lourenco@premier.tur.br
MS
Premier Turismo –
TO
717, Rua da Paz st.
– Campo
Grande/MS –
79020-250
Phone: 5567 3026-
3360
Presenting the
destination to new
agencies operating on
a rising market –
center-west region of
Brazil.
Digital
collaterals
sent.
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Josi Marques
atendimento@jmcviagenseturismo
.com.br
MT
JMC Viagens e
Turismo – TO
544, Dr. Estevão
Alves Corrêa st. –
Cuiabá/MT –
78045-040
Phone: 5565 2127-
8276
Presenting the
destination to new
agencies operating on
a rising market –
center-west region of
Brazil.
The agency
does not offer
any Florida
destinations
yet. They
requested
further info
for offering
Paradise Coast
in the near
future. Digital
collaterals
sent.
Gilberto Seiji Sasaki
seiji@confiancaturismo.com.br
MT
Confiança Turismo
– TO
2852, São
Sebastião Ave. –
Cuiabá/MT –
78045-305
Phone: 5565 3314-
2714
Presenting the
destination to new
agencies operating on
a rising market –
center-west region of
Brazil.
Digital
collaterals
sent.
Maysa Lima
Maysa@sigaviagens.com.br
MS
Siga Viagens e
Turismo – TO
235, Antônio
Corrêa st. – Campo
Grande/MS –
79004-460
Phone: 5567 3056-
2666
Presenting the
destination to new
agencies operating on
a rising market –
center-west region of
Brazil.
Digital
collaterals
sent.
Isabel Arena
Isabel@bomdestino.com.br
SP
Bom Destino - TO
Av. Damasceno
Vieira, 891 – São
Paulo/ SP – 04363-
040
Promote the
destinations and its
highlights.
Agency has
requested
further
information
on PC. All
collaterals
sent.
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Phone: 5511 5678-
8496
Ricardo Teruel
Ricardo.teruel@flytour.com.br
SP
Flytour – TO
Av. Francisco
Matarazzo, 1350 –
2nd floor – 05001-
100
Phone: 5511
45031900
Promote the
destinations and its
highlights.
Digital
collaterals
sent.
MICE Sales Calls / Meetings
Name Market Company Objective and
Outcome Follow Up
Layara Ferreira
layara.ferreira@apmp.com
.br
SP
APMP – Association
115, Riachuelo st. – 11th floor
–São Paulo/SP – 01007-904
Phone: 5511 3188-6464
Introduce the
destination to a
different kind of
Tourism
Operations’
service – the
APMP is a
governmental
association for
magistracy in São
Paulo.
Asked for more
info regarding a
possible MICE
group. Digital
collaterals sent.
Training
Name of
Company Market Number of
Staff Trained Training Follow Up
Agaxtur BR
47 (staff, in
two groups)
+ 32 (agents)
Promote Paradise Coast and educate the
trade in what the destination has to offer.
These 3 trainings are
part of a training
schedule. There are
still 4 more trainings
to go in Campinas,
Sorocaba, Belo
Horizonte and Santos
with dates to be
defined.
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Trade Tours BR
20 agents
(Rio
breakfast)
42 agents
(Rio lunch)
40 agents
(Campo
Grande)
Promote Paradise Coast and educate the
trade in what the destination has to offer.
These 4 trainings are
part of a training
schedule. There are
still 2 more trainings
to go in São Paulo
with dates to be
defined.
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20 agents
(Cuiabá)
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Promotions (Joint Marketing Activities – JMA’s)
Tour
Operator
Name
Market Description – Coop Actions Launch/Start Status
Shows / Sales Missions / Fam Trips (Media and Trade) / Other
Name Market Description Date Status
Flytour
B2C Fair
Santos
and
Campinas
Event 100% focused on direct consumer sales.
Program:
Sept 13 – Agent training in Santos
Sept 15 – Agent training in Campinas
Sept 22-24 – Event in Santos
Oct 6-8 – Event in Campinas
Sept 13,
15, 22-24
and Oct 6-
8
Flytour
Santos done.
Flytour
Campinas
confirmed.
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Orinter
USA Day
Camboriú,
Santa
Catarina
Promotional event only for USA destinations. Event
partially sponsored by Brand USA.
Oct 1-3 Participation
confirmed
Agaxtur
Training
Program
Several
cities
Partner training program.
Scheduled
São Paulo
Sept 14
Remaining
trainings
will take
place in
October
São Paulo
done.
Sorocaba,
Campinas,
Santos and
Belo
Horizonte
TBC.
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Trade
Tours
Training
Program
Several
Cities Partner training program
Rio de Janeiro invitation
Schedule
Rio 9/12,
Campo
Grande
9/19 and
Rio 9/12 –
completed
Campo
Grande 9/19
and Cuiabá
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Cuiabá
9/20
9/20 -
completed
São Paulo -
TBC
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MEDIA RESULTS
Media Meetings
Name Publication/Media Market Objective & Meeting
Notes Follow Up
Silvia Reali and Heitor
Reali
Travel Blog Viagens
Plásticas, hosted
on the website O
Estado de São
Paulo
BR
To present Aviareps
clients and discuss
possibilities of working
together to promote
Paradise Coast
They will send their
Media Kit and confirm if
they have any airline as
partner for any future
opportunity
Denise Shiroma TOP Destinos BR
Aviareps visited the
press office of TOP
Destinos travel
magazine to discuss
opportunities and
present the situation
after hurricane Irma, as
Top Destinos was one
of the outlets from the
postponed press trip
We will follow up with
them once we have an
approval to restart to
plan the press trip
Carlos Koga
Avianca em Revista
and Ahead (travel
magazines)
BR
Aviareps team was
reunited with Carlos
Koga and his team to
discuss about
possibilities of projects
especially in his new
magazine, Ahead. It’s
one more outlet where
we can get coverage
for Paradise Coast.
Aviareps team sent the
latest news that fits with
their audience
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Renata Araújo You Must Go Blog BR
Aviareps team has met
Renata Araújo during
ABAV trade show as
she reached out to us
during the hurricane
Irma to inform that she
was there during the
storm. We have
discussed about her
next trips to Florida
and the possibilities to
extend to Paradise
Coast
Her next visit in Florida
will be in November, but
she still doesn’t know if
she will be able to stay
longer
RESULTS
Malinha pronta
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You Must Go
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Revista Turismo e Negócios
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Panrotas
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Hôtelier News
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MEDIA LINKS
• Malinha Pronta > http://www.malinhapronta.com.br/2017/09/26/paradise-coast-na-florida-
voce-conhece-esse-paraiso/
• You Must Go > https://youmustgo.com.br/impacto-dos-hoteis-na-florida-e-caribe-depois-do-
furacao-irma/
• Revista Turismo e Negócios > http://www.revistaturismoenegocios.com/materia.php?c=1074
• Panrotas > https://www.panrotas.com.br/noticia-turismo/hotelaria/2017/09/preferred-
adiciona-55-hoteis-de-luxo-ao-seu-portfolio_149581.html
• Hôtelier News > http://www.hoteliernews.com.br/noticias/preferred-hotels-resorts-adiciona-
55-hoteis-de-luxo-ao-seu-portfolio-global-75046
MEDIA VALUE
MEDIA SUBJECT PUBL.
DATE
MEDIA
VALUE CIRCULATION
Malinha pronta Paradise Coast, Florida, do you know this paradise? 09-26 US$ 400 TBC
You must Go Impacts in the Florida and Caribbean hotels after hurricane
Irma September US$ 700 150k
Revista Turismo e
Negócios
Festuris Gramado has some news and will have new
national and international exhibitors September US$ 300 TBC
Panrotas Preferred Hotels adds 55 luxury hotels in its portfolio 09-14 US$ 800 2,7 M
Hôtelier News Preferred Hotels adds 55 luxury hotels in its portfolio 09-18 US$ 500 TBC
Total USD 2.700 2.850M
SOCIAL MEDIA
The official page for Paradise Coast was put on low profile during September to shift attention from
hurricane Irma’s consequences on the region. An e-mail was sent to the trade explaining the situations
and that all properties would be fully recovered by the beginning of October.
Resuming of administration on the page is now depending on Zebra receiving the resources to re-start
the contract. Aviareps is waiting for Paradise Coast response regarding the continued work of the digital
agency in promoting PC official page in Brazil.
Prospect work for October
• Participation in Flytour B2C Fair, Campinas
• USA Day with Orinter Oct 1-3
• Agent training with Trade Tours to other cities TBC
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• Agent training with Agaxtur other cities TBC
• Agent training with Azul Viagens on Oct 19, all day with call center staff
• Definition of FESTURIS meeting agenda
• Meet at least 4 more journalists and travel bloggers to present and discuss about the latest
news at the destination
• To promote the October events that are confirmed
• Restart to plan the press trip
• Continue to spread the word about the situation after the storm and the ‘clean Paradise Coast’
press release
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VISITOR SERVICES REPORT- Lori Lou Waddell
SEPTEMBER 2017
Visitor Profiles
Month Big
Cypress
Oasis Everglades Immokalee Marco
Island
Naples YTD Total
Year 2015 52,473 107,564 85,941 1,103 6,810 20,419 274,310
Year 2016 65,051 104,162 67,403 1,252 6,321 6,992 251,180
Jan 2017 6,866 11,624 6,840 148 829 1,072 27,379
Feb 2017 8,092 14,656 8,993 80 1,019 1,031 33,871
Mar 2017 7,473 13,196 9,533 350 720 617 31,889
Apr 2017 4,979 10,358 6,205 82 518 457 22,599
May 2017 2,623 6,261 2,765 60 364 292 12,365
Jun 2017 1,989 4,229 1,847 77 254 294 8,690
Jul 2017 2,986 6,176 2,102 N/A 204 267 11,735
Aug 2017 2,360 5,097 N/A N/A 139 239 7,835
Sept 2017 341 875 N/A N/A 50 93 1,359
Oct 2017
Nov 2017
Dec 2017
Total YTD
**September Statistics are incomplete because of Hurricane Irma.
Naples Visitor Information Center
Activities for the Period
• Collect return signatures indicating “Receipt of Handbook” from volunteers
• Continue to plan VIC Volunteer Mandatory Orientation in Nov, Dec, & Jan. Certification at
completion of test.
• Participate in VisitFlorida Twitter Chat. Topic is “eat and drink in Florida”. Included pictures.
• Respond to all calls & emails regarding Hurricane Irma at the VIC
• Plan lunch event celebrating Mary Lou Connone 25-year anniversary as a VIC Volunteer for Nov
15, 2017
• Reach out to the Everglades City Chamber of Commerce to offer assistance at their VIC
• Everglades VIC projected to reopen on October 16th, 2017
• Reach out to the Immokalee Chamber of Commerce to offer assistance at their VIC-we have
ideas
• Immokalee VIC will reopen on October 6th, 2017
• Assist Holiday Inn Express on donations from hospitality partners for Puerto Rico
• Join Arts & Cultural task force with CVB and partners
• RSVP for Skal meeting in October
• Respond to all emails regarding tourism in Collier County coming to Chamber of Commerce
• Respond to requests for Visitor and Relocation packets
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• 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/email Calendar of Events for Tourism partners
• Manage daily operation of Visitor Information Center
• Manage all requests for Visitor and Relocation materials
Distribution
• 2 Cases Collier County street maps to Springhill Inn & Suites for FEMA crews
• 100-Naples on the Gulf & 100 Downtown Guides to Artesia community
• 1 case Collier County street map to Premier Sotheby Real Estate group
Monthly Attendance
• Chamber of Commerce monthly events
• CVB Staff Meeting
• Concierge Meeting
• Sports Council Board Meeting X 2
• Sports Council General Member meeting
• TDC Meeting
• Francis Rooney roundtable held at the Greater Naples Chamber of Commerce regarding help to
the community after hurricane Irma
• SCOCC meeting to develop website
• Ribbon Cutting at Tin City for Post Irma event Re-Opening
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