Agenda 01/27/2015 Item #16F 6 Proposed Agenda Changes
Board of County Commissioners Meeting
January 27,2015
Page 2
Item 16F6 (with approval by the Partnership for Collier's
Future Economy) revise the agreement as follows:
Article V, MAINTENANCE OF RECORDS
Add paragraph 2 as follows:
"In addition, Partnership shall:
(a) Keep and maintain public records that
ordinarily and necessarily would be required by
the public agency in order to perform the service.
(b) Provide the public with access to public
records on the same terms and conditions that the
public agency would provide the records and at a
cost that does not exceed the cost provided in this
chapter or as otherwise provided by law.
(c) Ensure that public records that are exempt or
confidential and exempt from public records
disclosure requirements are not disclosed except as
authorized by law.
(d) Meet all requirements for retaining public
records and transfer, at no cost, to the public
agency all public records in possession of the
contractor upon termination of the contract and
destroy any duplicate public records that are
exempt or confidential and exempt from public
records disclosure requirements. All records stored
electronically must be provided to the public
agency in a format that is compatible with the
information technology systems of the public
agency."
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1/27/2015 16.F.6.
EXECUTIVE SUMMARY
Recommendation to approve an Agreement with the Partnership for Collier's Future
Economy, Inc.("PCFE") for specified economic development services, consistent with
the Board approved Economic Development Strategic Plan, at no cost to the County.
OBJECTIVE: To further our Agreement with PCFE to facilitate the implementation of the Community
and Economic Development Strategic Plan and the economic development initiatives delineated in
this Agreement,which allocates PCFE's duties and responsibilities and Scope of Services.
CONSIDERATIONS: On September 10, 2013, Agenda Item 11.C., the BCC approved the Office of
Business & Economic Development's FY 2014 Business Plan including a goal of developing a local
economic development partnership. Since that time, staff has continued to advance that economic
development goal under the BCC's direction provided at several BCC meetings. On December 10,
2013, Item Number 10.10.B, the Board authorized the Agreement with, Partnership for Collier's
Future Economy, Inc., an entity created by the Greater Naples Chamber of Commerce, to develop a
detailed Community and Economic Development Strategic Plan for our community. An extension of
the Agreement on September 23, 2014, Item Number 16.F.1, was authorized by the Board to provide
time for the completion of the strategic plan which was termed "Opportunity Naples Strategy". The
study results were presented to the community and were accepted. The effort and cost sharing has
resulted in the promulgation of the "Opportunity Naples Strategy", which was accepted by the Board
on November 18, 2014, with the intent of renewing an Agreement. This Agreement is the progressive
next step to implement that strategic plan with activities for 2015 and beyond. The specific
initiatives and action plans produced as part of the Opportunity Naples Strategy planning effort
form the basis of this Agreement and the Scope of Services that PCFE will provide with specific
deliverables which further economic development in all of Collier County.
FISCAL IMPACT: None. No County government funding has been requested by the Partnership
for the services provided in this Agreement.
GROWTH MANAGEMENT IMPACT: This project supports the goals and objectives of the
Economic Element of the adopted Collier County Growth Management Plan.
LEGAL CONSIDERATIONS: This item is approved for form and legality and requires a majority
vote for Board approval. —JAB
RECOMMENDATION: That the Board authorizes the enclosed Agreement with the Partnership for
Collier's Future Economy, Inc. which will further the implementation of the Opportunity Naples
Strategy and allocates PCFE's duties and responsibilities and Scope of Services.
Prepared by: Bruce Register,Director, Office of Business & Economic Development.
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.16.F.16.F.6.
Item Summary: Recommendation to approve an Agreement with the Partnership for
Collier's Future Economy, Inc.("PCFE") for specified economic development services, consistent
with the Board approved Economic Development Strategic Plan, at no cost to the County.
Meeting Date: 1/27/2015
Prepared By
Name: JenniferLeslie
Title: Administrative Assistant, Office of Business &Economic Development
1/20/2015 3:26:13 PM
Approved By
Name: BelpedioJennifer
Title: Assistant County Attorney, CAO General Services
Date: 1/21/2015 4:45:07 PM
Name: IsacksonMark
Title: Director-Corp Financial and Mngmt Svs, Office of Management&Budget
Date: 1/21/2015 4:49:44 PM
Name: KlatzkowJeff
Title: County Attorney,
Date: 1/21/2015 4:54:26 PM
Name: OchsLeo
Title: County Manager, County Managers Office
Date: 1/21/2015 5:16:59 PM
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AGREEMENT BETWEEN COLLIER COUNTY, FLORIDA
AND
THE PARTNERSHIP FOR COLLIER'S FUTURE ECONOMY, INC.
This AGREEMENT is made and entered into this day of January, 2015, by and
between Collier County, a political subdivision of the State of Florida (the 'COUNTY") and The
Partnership for Collier's Future Economy, Inc. ("PCFE"), a Florida not-for-profit corporation, whose
address is 2390 Tamiami Trail N #210,Naples, FL 34103 (the 'PCFE").
WITNESSETH
WHEREAS, the COUNTY has determined that strategic planning, business recruitment (on
national and international levels), expansion, creation and retention efforts through PCFE to assist
the private sector and other governmental agencies will enhance Collier County's economic well-
being and are activities in the public interest and lawful and beneficial purposes of the COUNTY;
and
WHEREAS, the PCFE is a business and economic development organization with a mission
to enhance Collier County's economic well-being and to create a vision to maintain and strengthen
Collier County as the business center of Southwest Florida; and
WHEREAS, the PCFE is to be collaborate with the COUNTY in the achievement of the
economic development goals and objectives of the Collier County Board of County Commissioners
(the "BCC"); and
WHEREAS, the PCFE, in concert with the BCC, has determined that the strategies and
corresponding Key Initiatives to achieve such objectives include those below:
• Implementing the BCC adopted Economic Development Strategic Plan
• Recruiting new businesses and marketing Collier County in order to attract employment
opportunities for residents;
• Providing existing businesses with access to long-term expansion/retention services
• Engaging Enterprise Florida as Collier's Point of Contact
WHEREAS, the COUNTY desires to have the PCFE provide private sector leadership to
achieve the strategies set forth above and the PCFE is willing to undertake such functions under the
terms of this Agreement;
NOW, THEREFORE, in consideration of the mutual covenants, promises and representations
contained herein, and other good and valuable consideration, the COUNTY and the PCFE agree as
follows.
ARTICLE I
SCOPE OF SERVICES
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The PCFE shall promote economic development for the COUNTY by providing the services
and activities described in Exhibit "A", Scope of Services, attached hereto and by reference made a
part hereof.
ARTICLE II
PERIOD OF AGREEMENT
This Agreement shall be effective upon execution by both parties and shall cover services
provided from October 1, 2014, until September 30, 2015, unless otherwise terminated in accordance
with this Agreement or extended by mutual written Agreement of the parties.
ARTICLE III
CONSIDERATION
PCFE in consideration of payment to it by COUNTY of the sum of T e n
D o 11 a r s($ 1 0.0 0) and other valuable consideration the receipt of which is hereby acknowledged,
will perform the work and activities identified in Article IV herein.
ARTICLE IV
SCOPE OF WORK and PREIMPLEMENTATION ACTIVITIES
PCFE will provide services consistent with the scope of services described in Exhibit A.
PCFE will perform the Pre-Implementation Activities delineated on Attachment 1, which is
attached hereto and incorporated herein by this reference.
ARTICLE V
MAINTENANCE OF RECORDS
The PCFE shall also provide timely and reasonable access to the PCFE's CEO at times convenient
for the CEO for the purpose of questions or explanations related to such records and accounts. The
PCFE shall retain for such inspection all of its records and supporting documentation applicable to
this Agreement for five (5) years after receipt of final payment from the COUNTY, or until any or
all questioned costs have been resolved or litigation, if any, is completed, in the event funds
expended under this Agreement are questioned or become the subject of litigation.
ARTICLE VI
INDEMNIFICATION
The PCFE shall indemnify, hold harmless, and defend the COUNTY, its agents and employees
from and against any and all liabilities, losses, claims, damages, demands, expenses or actions,
either at law or in equity, including court costs and attorneys' fees, that may hereafter at any
time be made or brought by anyone on account of personal injury, property damage, loss of
monies, or other loss, allegedly caused or incurred, in whole or in part, as a result of any
negligent, wrongful, or intentional act or omission, or based on any act of fraud or defalcation
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by the PCFE, its agents, subcontractors, assigns, heirs, and employees during performance under
this Agreement. The extent of its indemnification shall be limited by the amount or types of
damages or compensation payable and/or provided in connection with the compliance by the
PCFE with Article X of this Agreement. In any and all claims against the COUNTY or any of
its agents or employees by any employee of the PCFE, any subcontractor, heir, assign, anyone
directly or indirectly employed by any of them, or anyone for whose acts any of them may
be liable, the indemnification obligation under this paragraph shall be limited to the amount or
type of damages, compensation or benefits payable by or for the PCFE or any subcontractor
under workers' compensation acts, disability benefit acts or other employee benefit acts.
ARTICLE VII
TERMINATION
Termination at Will: This Agreement may be terminated at will by either party by
giving a minimum of one hundred twenty (120) days prior written notice of such intent
specifying the effective date thereof to the other parties, except that notice shall not be given
within the last fiscal quarter of the financial year of the PCFE.
The aforesaid termination notices, as well as all other notices required herein, shall be
considered received by the PCFE and the COUNTY if sent by certified mail, return receipt
requested, or by overnight personal delivery service requiring a signature for delivery, and
addressed as provided for in Article XXVIII of this Agreement.
ARTICLE VIII
EQUAL OPPORTUNITY CLAUSE
The PCFE agrees to abide by the provisions contained in the COUNTY's Equal
Opportunity Clause as provided in Exhibit "E", attached hereto and by reference made a part
hereof. Upon completion of the services provided for in this Agreement, the PCFE will
complete and submit the Equal Opportunity Workforce Analysis, as provided for in Exhibit 'F",
attached hereto and by reference made a part hereof, as part of the records referenced in Article
V.
ARTICLE IX
STATEMENT OF ASSURANCE
During the performance of this Agreement, the PCFE assures the COUNTY that the
PCFE is in compliance with Title VII of the 1964 Civil Rights Act, as amended, the Florida Civil
Rights Act of 1992, as amended, and the Collier County Human Rights Ordinance (Ordinance
No. 00-37), in that the PCFE does not, on the grounds of race, color, national origin, religion,
sex, age, handicap or marital status, discriminate in any form or manner against the PCFE' s
employees or applicants for employment. Further, the PCFE assures the COUNTY of the
PCFE s compliance with the Americans with Disabilities Act of 1990, as amended, as
applicable. The PCFE understands and agrees that this Agreement is conditioned upon the
veracity of such statements of assurance. Furthermore, the PCFE assures the COUNTY that it
will comply with Title VI of the Civil Rights Act of 1964 when federal grant(s) is/are involved.
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Other applicable Federal and State laws, Executive Orders, and regulations prohibiting
discrimination as hereinabove referenced are included by this reference thereto. This statement of
assurance shall be interpreted to include Vietnam-Era Veterans and Disabled Veterans within its
protective range of applicability.
ARTICLE X
INSURANCE
The PCFE shall provide and maintain the following insurance coverage's in the amounts
specified throughout the period of this Agreement on behalf of the PCFE and the COUNTY, by
naming the COUNTY as an additional insured under the coverage umbrella of the Greater Naples
Chamber of Commerce, Inc. existing policies of insurance, as follows: Commercial General Liability
insurance: with coverage limits of $500,000, general aggregate for bodily injury or property
damage; $500,000 general aggregate for product and completed operations; $500,000 each
occurrence; $50,000 fire damage (any one occurrence) and $10,000 medical expense for any one
person; automobile liability insurance for bodily injury or property damage of $500,000 combined
single limits, which shall apply to claims that may be asserted against the COUNTY by reason of
the act or activities of the PCFE. The PCFE shall maintain workers' compensation coverage as
required by Florida law.
All insurance shall be from responsible companies duly authorized to do business in the
State of Florida. Every insurance policy must provide for up to thirty (30) days prior written
notice to the COUNTY of any cancellation, intent not to renew, or reduction in the policy coverage.
Coverage shall be documented by a Certificate of Insurance.
ARTICLE XI
CONFLICT OF INTEREST
The PCFE represents that it presently has no interest, and shall acquire no such interest
financial or otherwise, direct or indirect, nor engage in any business transaction or professional
activity; or incur any obligation of any nature which would conflict in any manner with the
performance of service required hereunder.
ARTICLE XII
DRUG FREE WORKPLACE
The PCFE shall administer, in good faith, a policy designed to ensure that the PCFE's
employees, agents and subcontractors are free from the illegal use,possession, or distribution of
drugs or alcohol.
ARTICLE XIII
GOVERNING LAW; VENUE
This Agreement shall be governed by the laws, rules, and regulations of the State of
Florida, or the laws, rules, and regulations of the United States if the PCFE is providing services
funded by the United States Government. Venue shall be in Collier County, Florida.
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ARTICLE XIV
COMPLIANCE
The PCFE shall comply with the requirements of all federal, state, and local laws, rules,
codes, ordinances and regulations pertaining to this Agreement.
ARTICLE XV
ASSIGNMENT
Neither party may assign or transfer its rights or obligations under this Agreement without
the prior written consent of the other party.
ARTICLE XVI
HEADING S
Article headings have been included in this Agreement solely for the purpose of
convenience and shall not affect the interpretation of any of the terms of this Agreement.
ARTICLE XVII
WAIVER
A waiver of any performance or default by either party shall not be construed to be a
continuing waiver of other defaults or non-performance of the same provision or operate as a
waiver of any subsequent default or non-performance of any of the same terms, covenants, and
conditions of this Agreement. The payment or acceptance of funds for any period after a default
shall not be deemed a waiver of any right or acceptance of defective performance.
ARTICLE XVIII
ADDITIONAL RIGHTS AND REMEDIES
Nothing contained herein shall be construed as a limitation on such other rights and
remedies available to the parties at law, or in equity, which may now or in the future be
applicable.
ARTICLE XIX
ORDER OF PRECEDENCE
In the event of any conflict between the provisions of the Articles of this Agreement and
the exhibits hereto, the contents of the Articles of this Agreement shall control over the contents
of the exhibits.
ARTICLE XX
SEVERABILITY
In the event any section, sentence, clause, or provision of this Agreement is held to be
invalid or illegal, the remainder of the Agreement shall not be affected by such invalidity or
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illegality and shall remain in full force and effect.
ARTICLE XXI
PROJECT PUBLICITY
Any news release or other type of publicity pertaining to the services performed by the
PCFE pursuant to this Agreement must recognize the contribution of the BCC. The PCFE being
a not-for-profit corporation receiving non-monetary contributions through the COUNTY shall
recognize the COUNTY for its contribution in all promotional materials and at any event or
workshop for which COUNTY funds are allocated. Any news release or other type of publicity
must identify the BCC as a collaborative partner. In written materials, the reference to the
COUNTY must appear in the same size letters and font type as the name of any other partners.
In addition, any development project announcement, ceremonial business opening, or
publicity event resulting from efforts of the PCFE, and particularly those projects induced with
COUNTY funded financial incentives or other contributions, will be planned in cooperation with
the COUNTY's Economic Development and Communications Departments for purposes of
coordinating COUNTY's official COUNTY protocol and public recognition. Prior notification to
the two Departments for such events will be no less than 15 working days whenever possible
or practicable, and potential prospects will be made aware of the COUNTY's publicity protocol
before final inducement with any incentive packages or contributions.
ARTICLE XXII
SURVIVABILITY
Any term, condition, covenant or obligation which requires performance by either party
subsequent to termination of this Agreement shall remain enforceable against such party subsequent
to such termination.
ARTICLE XXIII
THIRD PARTY BENEFICIARIES
This Agreement is for the benefit of the COUNTY and the PCFE. No third party is an
intended beneficiary so as to entitle that person to sue for an alleged breach of this Agreement.
ARTICLE XXIV
POLITICAL ACTION
The PCFE shall not engage, participate or intervene in any form of political campaign on
behalf of, or in opposition to, any candidate for political office.
ARTICLE XXV
MERGER; MODIFICATIONS
This writing embodies the entire agreement and understanding between the parties hereto and
there are no other agreements and/or understandings, oral or written, with respect to the subject
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matter hereof, that are not merged herein and superseded hereby. This Agreement may not be
modified, amended, extended, or canceled, verbally or by conduct of the parties, but only by a
written instrument executed by the COUNTY and the PCFE. Similarly, no contract which purports to
affect the terms of this Agreement shall be valid as it affects this Agreement, unless in writing and
executed by the COUNTY and the PCFE. Any program modification must be requested by the
PCFE and/or the COUNTY 'at least ninety (90) days prior to the end of the period of this
Agreement.
ARTICLE XXVI
NOTICES
All notices required or permitted to be given by a party under this Agreement shall be in
writing and sent to the other party by certified mail, return receipt requested, or by overnight personal
delivery service requiring a signature for delivery, and shall be addressed as follows:
If to the COUNTY: Collier If to the PARTNERSHIP: Partnership
County
Mr. Leo Ochs, County Manager John S. Cox, President and CEO
Collier County Partnership For Collier's Future
3299 Tamiami Trail East, Ste. Economy 2390 Tamiami Trail N., Ste.
201 210
Naples, FL 34104 Naples, FL, 34109
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IN WITNESS WHEREOF, this Agreement was dated on the day and year first written above.
ATTEST: BOARD OF COUNTY COMMISSIONERS
DWIGHT E. BROCK, CLERK OF COLLIER COUNTY, FLORIDA
By: By:
, DEPUTY CLERK TIM NANCE, CHAIRMAN
ATTEST: THE PARTNERSHIP FOR COLLIER'S
FUTURE ECONOMY, INC.,
By: By:
Approved as to form and legality
Jennifer A. Belpedio,
Assistant County Attorney
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EXHIBIT A
SCOPE OF SERVICE
FY 2015
ORGANIZATION: The Partnership for Collier's Future Economy, Inc.
PROGRAM: Economic Development Services
Key Initiative 1: Implement the Economic Development Strategic Plan
Objective: Execute Pre-Implementation Plan
Deliverable 1: Complete the actions outlined in the Pre-implementation Activities
document enclosed as Attachment 1 to this Agreement.
Key Initiative 2: Business Recruitment and Marketing Activities
Objective: Business Recruitment Outreach and Project Management Functions.
Deliverable 2: Develop a marketing plan aligned with Opportunity Naples
Strategic Plan's target business analysis and target sectors.
Deliverable 3: Create and maintain an interactive website which is search engine
optimized and monitor analytic reports on its usage.
Deliverable 4: Implement and maintain an automated system for managing all
relevant aspects of customer relationships and associated business information.
Objective: Coordinate PCFE's marketing plans with Regional and State Efforts
Deliverable 5: Leverage and align, where applicable,PCFE's marketing plans with
the Southwest Florida Economic Development Alliance and/or Enterprise Florida
marketing plans and initiatives to distinguish Collier County as a premier business
location.
Objective: Identify & Promote Real Estate Solutions for Prospect Recruitment.
Deliverable 6: Provide an internet based marketing tool for identifying existing
sites, buildings and market ready facilities (office space and industrial locations) for
prospects and planning purposes.
Objective: Professional Affiliations,Associations.
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Deliverable 7: Industry networking engagement with the following or similar
organizations while attending two (2) of these or comparable conferences:
International Economic Development Council Conferences, Events (IEDC);
CoreNet Global Summit(domestic); BIO Florida; and Area Development
Consultant's Forum.
Key Initiative 3: Business Retention.
Objective: Business Retention Outreach. Work with existing Collier County
businesses to ensure they are competitive in the marketplace and creating quality
jobs.
Deliverable 8: Submit quarterly a brief to the County which provides an overview
of progress toward at least Forty(40) business retention visits, listing companies.
Key Initiative 4: Enterprise Florida and International Business Relationships.
Objective: International Business Outreach:
Deliverable 9: Facilitate and participate in at least two international development
events.
Key Initiative 5: First Responder for Business Retention/Expansion and New
Business/Business Recruitment.
Objective: The County's Office of Economic Development and The Partnership
agree that all inquiries for business retention/expansion and new business/business
recruitment will be directed to the Partnership as the first responder in those areas
and that the Partnership will initiate calls in those areas as well.
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EXHIBIT B
Intentionally left blank for future use.
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EXHIBITC
PROGRAMPERFORMANCE
REPORT
FY2015
ORGANIZATION: The Partnership for Collier's Future Economy, Inc.
PROGRAM: Economic Development
REPORT PERIOD THROUGH
PERCENTAGE OR SCOPE OR SERVICES OR COMPONENTS OF
COMPLETED
ACCOMPLISHMENTS:
Report No. A: Staff&Personnel B: Operating&Marketing Accomplishments
1. a. VP of Business 1. Accomplishment or progress toward actions outlined in
Submit Development as the Pre-implementation Activities(Attachment 1).
On or before, evidenced by submitting 2. Accomplishment or progress toward development of
February 27„ proof of employment. the marketing plan evidenced by providing plan drafts
2015. b. Dedicated(FTE) or final plan.
support staff as 3. Accomplishment or progress toward creation and
evidenced by submitting maintenance of website by submitting website upgrade
proof of employment. plan/scope of work.
4. Accomplishment or progress toward provision of an
automated system for managing all relevant aspects of
customer relationships.
5. Accomplishment or progress toward the leveraging and
alignment,where applicable, of the PCFE's marketing
plans with the Southwest Florida Economic
Development Alliance and/or Enterprise Florida
marketing plans and initiatives to distinguish Collier
County as a premier business location as evidenced by
submission of leveraging and alignment plans and
reports.
6. Accomplishment or progress toward provision of an
internet based marketing tool for identifying existing
sites,buildings and market ready facilities(office space
and industrial locations)for prospects and planning
purposes.
7. Accomplishment or progress toward engagement in
industry networking with the following or similar
organizations while attending two (2)of these or
comparable conferences: International Economic
Development Council Conferences,Events(IEDC);
CoreNet Global Summit(domestic); BIO Florida; and
Area Development Consultant's Forum.
8. Accomplishment or progress toward submission of the
quarterly brief to the County which provides an
overview of progress toward at least Forty(40)
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9. Accomplishment or progress toward facilitation and
participation in at least two international development
events.
2. a. VP of Business 1. Accomplishment or progress toward actions outlined in
Submit Development as the Pre-implementation Activities (Attachment 1).
On or before, evidenced by submitting 2. Accomplishment or progress toward development of
April 30, 2015. proof of employment. the marketing plan evidenced by providing plan drafts
b. Dedicated(FTE) or final plan.
support staff as 3. Accomplishment or progress toward creation and
evidenced by submitting maintenance of website by submitting website upgrade
proof of employment. plan/scope of work.
4. Accomplishment or progress toward provision of an
automated system for managing all relevant aspects of
customer relationships.
5. Accomplishment or progress toward the leveraging and
alignment,where applicable, of the PCFE's marketing
plans with the Southwest Florida Economic
Development Alliance and/or Enterprise Florida
marketing plans and initiatives to distinguish Collier
County as a premier business location as evidenced by
submission of leveraging and alignment plans and
reports.
6. Accomplishment or progress toward provision of an
internet based marketing tool for identifying existing
sites,buildings and market ready facilities(office space
and industrial locations)for prospects and planning
purposes.
7. Accomplishment or progress toward engagement in
industry networking with the following or similar
organizations while attending two(2)of these or
comparable conferences: International Economic
Development Council Conferences,Events (IEDC);
CoreNet Global Summit(domestic);BIO Florida; and
Area Development Consultant's Forum.
8. Accomplishment or progress toward submission of the
quarterly brief to the County which provides an
overview of progress toward at least Forty (40)
business retention visits,listing companies visited.
9. Accomplishment or progress toward facilitation and
participation in at least two international development
events.
3. a. VP of Business 1. Accomplishment or progress toward actions outlined in
Submit Development as the Pre-implementation Activities (Attachment 1).
On or before, evidenced by submitting 2. Accomplishment or progress toward development of
June 15, 2015. proof of employment. the marketing plan evidenced by providing plan drafts
b. Dedicated(FTE) or final plan.
support staff as 3. Accomplishment or progress toward creation and
evidenced by submitting maintenance of website by submitting website upgrade
proof of employment. plan/scope of work.
4. Accomplishment or progress toward provision of an
' °m for managing all relevant aspects of
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customer relationships.
5. Accomplishment or progress toward the leveraging and
alignment,where applicable, of the PCFE's marketing
plans with the Southwest Florida Economic
Development Alliance and/or Enterprise Florida
marketing plans and initiatives to distinguish Collier
County as a premier business location as evidenced by
submission of leveraging and alignment plans and
reports.
6. Accomplishment or progress toward provision of an
internet based marketing tool for identifying existing
sites,buildings and market ready facilities(office space
and industrial locations)for prospects and planning
purposes.
7. Accomplishment or progress toward engagement in
industry networking with the following or similar
organizations while attending two(2)of these or
comparable conferences: International Economic
Development Council Conferences,Events(IEDC);
CoreNet Global Summit(domestic);BIO Florida; and
Area Development Consultant's Forum.
8. Accomplishment or progress toward submission of the
quarterly brief to the County which provides an
overview of progress toward at least Forty(40)
business retention visits,listing companies visited.
9. Accomplishment or progress toward facilitation and
participation in at least two international development
events.
4. a. VP of Business 1. Completion of the actions outlined in the Pre-
Submit Development as implementation Activities(Attachment 1).
within 45 days evidenced by submitting 2. Completion of the development of the marketing plan
of expiration or proof of employment.. evidenced by providing the final plan.
termination b. Dedicated(FTE) 3. Completion of the creation and maintenance of website
and schedule support staff as by submitting website upgrade plan/scope of work.
Annual Report evidenced by submitting 4. Completion of the provision of an automated system
Presentation to proof of employment. for managing all relevant aspects of customer
the Collier relationships.
County Board 5. Completion of the leveraging and alignment, where
of applicable, of the PCFE's marketing plans with the
Commissioners Southwest Florida Economic Development Alliance
and/or Enterprise Florida marketing plans and
initiatives to distinguish Collier County as a premier
business location as evidenced by submission of
leveraging and alignment plans and reports.
6. Completion of the provision of an internet based
marketing tool for identifying existing sites,buildings
and market ready facilities(office space and industrial
locations)for prospects and planning purposes.
7. Completion of the engagement in industry networking
with the following or similar organizations while
attending or being registered for attendance at two(2)
of these or comparable conferences: International
Economic Development Council Conferences,Events
(IEDC); CoreNet Global Summit(domestic); BIO
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8. Completion of the submission of the quarterly brief to
the County which provides an overview of progress
toward at least Forty(40)business retention visits,
listing companies visited.
9. Completion of the facilitation and participation in at
least two international development events.
II. PROBLEMS:
III. STATUS REPORT ON PROVISION OF SERVICES: (include report period and
year-to-date)
SCOPE OF ANNUAL REPORT PERIOD YEAR TO DATE % OF GOAL
SERVICE PROGRAM COMPLETED
PROVIDED GOAL
(See attached scope of work for detailed deliverables, benchmarks a n d performance measures.)
OTHER COMMENTS:
SUPPORTING ATTACHMENTS: Along with summary report, provide Project details by the
four identified deliverables. For specific activities, including applicable accomplishments in:
number of missions, conferences, publications, meetings, and other measurable steps. Copies
of press releases, media placement and other ads to be maintained and available for on-site
review.
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INSTRUCTIONS FOR
PROGRAM PERFORMANCE REPORT
THE PURPOSE OF THIS REPORT I S TO PRESENT A CONCISE REVIEW SUMMARIZING
THE PCFE'S ACTIVITIES FOR THE COUNTY PROGRAM. USE ADDITIONAL PAGES
ONLY IF NECESSARY/REQUIRED.
Organization: Provide name of the PCFE as it appears on your Agreement.
Program: Provide title of the program or general service area as contracted. It is defined in the
Agreement between the COUNTY and the PCFE for economic development.
Report Period: Identify dates covered by this narrative report. After the first report, begin with
ending date of the previous report.
I. Accomplishments
Identify all accomplishments towards completion of deliverables identified in Exhibit A and
delineated in Exhibit C. Highlight significant or major accomplishments in the COUNTY
funded program during the report period in working towards completing the Key Initiatives
and Objectives identified in Exhibit A. In addition, please provide detailed analysis of the
provision of Value Added Initiatives identified in Exhibit A.
II. Problems
Provide a description of the problems that were encountered during this report period
which would have a negative impact on the program. Also, provide a plan for a corrective
action, to include time of implementation, effect on the program, and indicate if there is a
need to modify the program, goals, Agreement.
III. Status Report on Provision of Services, Goals and Objectives (Report period and year-to-
date)
Report statistically on program deliverables and goal achievements for report period
and year-to-date total.
IV. Other Comments
Use this section for general remarks regarding PCFE, etc. General information to assist in
understanding the program's operation and purpose may be included.
Provide anyRequired Attachment.
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Attachment 1
Fre-Implementation Activities
Action Launch& Lead Notes
Duration Entity(ies)
1 Design the Opportunity Months 1 Partnership Strategy for optimal and sustained promotion of strategy and
Naples communications to 3 its implementation,potentially including development of a
strategy Speaker's Bureau and corresponding Power Point
presentation
2 Assess implementation Months 1 Partnership Assess fiscal and personnel resources for implementation and
fiscal and staffing needs to 3 determine the need for capacity enhancements;integrate
assessment into organizational budgetary planning
3 Develop fundraising Months 3 Partnership Based on fiscal needs for the three-year Opportunity Naples
target& Strategy to 6 cycle,estimate a fundraising goal and design a resource-
development strategy
4 Formalize Months 3 Partnership Confirm with Steering Committee members their intentions to
Implementation to 6 serve on the implementation Committee and determine additional
Committee membership
leaders membership who could potentially be asked to serve;set
first meeting date
5 Outreach to all key Months 4 Partnership Based In alignment with communications strategy and outreach
partner constituencies to 12 &Allies (i.e.Speaker's Bureau).Present Opportunity Naples to all
requisite local and statewide partners to seek commitments to
assist with implementation,potentially as members of Work
Groups
6 Launch opportunity Months 6 Partnership Implement resource-development plan for raising strategic
Naples fundraising to 36 &Allies implementation funds from public,private,institutional,and
philanthropic partners
7 Hold Initial Month 6 Partnership Briefthe Committee on pre-implementation activities and
implementation meeting introduce new members to the Opportunity Naples process and
strategy
8 Hire initial new staff Months 8 Partnership Staff positions for VP Economic Development,Director,
to 12 Existing Business,and Director,Talent Development,should be
filled by leveraging early funding commitments
9 Hold second Month 9 Partnership Prepare Committee for strategic launch population of Work
implementation Groups—update committee on fundraising progress and
Committee meeting process of hiring new staff
10 Populate strategic Months 9 Partnership Follow up on initial outreach to confirm membership in
implementation Work to 15 &Allies implementation Work Groups
Groups
11 Hold Third Month 12 Partnership Bring Committee up to date on activities since its last meeting
implementation and discuss the Committee members'roles in the
Committee meeting forthcoming rollout of Opportunity Naples
12 Hold high-profile roll- Month 12 Partnership Promote and host the official rollout event for Opportunity
out event for &Allies Naples as the celebration of the strategy and call-to-action to
Opportunity Naples advance its implementation
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13 Design and incor?orate Months 3-6 Greater Incorporate a new non-profit under the Greater Naples
an Opportunity Naples Naples Chamber or create an Opportunity Naples fund at an existing
501(c)3 corporation Chamber entity such as the Community Foundation of Collier County.
14 Hold initial Work
Group meetings Month 9 Partnership Hold the initial meetings of each strategic Work Group,
briefing them on the Opportunity Naples process and having
them vet their programs against Opportunity Naples
recommendations.
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