Agenda 03/27/2018 Item #16B103/27/2018
EXECUTIVE SUMMARY
Recommendation that the Collier County Board of County Commissioners (BCC), acting as the
Community Redevelopment Agency (CRA), approves an After-the-Fact electronic grant
application submittal in the amount of $370,000 to the Collier County Community and Human
Services FY 2018/2019 Housing and Urban Development (HUD) Community Development Block
Grant (CDBG) for the Phase 2 Fire Suppression Project in the Bayshore Gateway Triangle
Community Redevelopment Area.
OBJECTIVE: To improve water capacity and fire safety within the Bayshore Gateway Triangle
Community Redevelopment Area (BGTCRA).
CONSIDERATIONS: The Collier County Community and Human Services Department (CHS) recently
announced the opening of the FY 2018/2019 grant application cycle for Housing and Urban Development
(HUD) Community Development Block Grant (CDBG) funds. The application period began on January
10, 2018 and all applications were due by 3 p.m. on February 20, 2018.
Due to the short turnaround, staff secured the County Manager’s approval to submit the grant application
as contemplated in CMA 5330, and is seeking Board approval after the fact.
The scope of the project will include the installation of new and/or upgraded existing fire control
infrastructure (fire hydrants), water lines, and connections within the community. The BGTCRA is
partnering with the City of Naples to implement this project. The application was submitted
electronically.
FISCAL IMPACT: Total cost for the project is $615,000. Although this grant application does not
require a match; the BGTCRA is pledging a monetary match of $25,000 and the City of Naples is
committing $220,000 ($30,000 in-kind and $190,000 in cash). The BGTCRA funds are budgeted within
the BGTCRA Fund 187. If awarded, grant revenue in the amount of $370,000 will be recognized through
a Budget Amendment and an Interlocal agreement between the City of Naples and Collier County will be
brought forward that outlines the County and City responsibilities for project implementation.
GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan related to
this action.
ADVISORY BOARD RECOMMENDATION: The BGTCRA Advisory Board recommended approval
of this item at their March 6, 2018, regular meeting.
LEGAL CONSIDERATIONS: The Board will have the opportunity to accept or reject the funds if the
grant is approved. Accordingly, this Office has no issue with respect to the legality of this request, which
is appropriate for Board action and requires a majority vote for Board action. - JAB
RECOMMENDATION: That the Collier County Board of County Commissioners (BCC) acting as the
Community Redevelopment Agency (CRA) approves an After -the-Fact electronic grant application
submittal in the amount of $370,000 to the Collier County Community and Human Services FY
2018/2019 Housing and Urban Development (HUD) Community Development Block Grant (CDBG) for
the Phase 2 Fire Suppression Project in the Bayshore Gateway Triangle Community Redevelopment
Area.
Prepared By: Debrah Forester, CRA Director
16.B.1
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03/27/2018
ATTACHMENT(S)
1. [linked] FINAL BGTCRA Fire Suppression CDBG Grant Application 2018 (PDF)
2. CM MEMO 2018 02-20 CHS CDBG HUD Bayshore r-1 (PDF)
3. CMO CDBG Approved Forms Bayshore CRA r-1 (PDF)
16.B.1
Packet Pg. 834
03/27/2018
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.B.1
Doc ID: 5020
Item Summary: Recommendation that the Collier County Board of County Commissioners
(BCC), acting as the Community Redevelopment Agency (CRA), approves an After-the-Fact electronic
grant application submittal in the amount of $370,000 to the Collier County Community and Human
Services FY 2018/2019 Housing and Urban Development (HUD) Community Development Block Grant
(CDBG) for the Phase 2 Fire Suppression Project in the Bayshore Gateway Triangle Community
Redevelopment Area.
Meeting Date: 03/27/2018
Prepared by:
Title: – County Manager's Office
Name: Debrah Forester
03/07/2018 12:13 PM
Submitted by:
Title: County Manager – County Manager's Office
Name: Leo E. Ochs
03/07/2018 12:13 PM
Approved By:
Review:
County Manager's Office Tim Durham Additional Reviewer Completed 03/14/2018 8:39 AM
Grants Edmond Kushi Level 2 Grants Review Completed 03/14/2018 8:44 AM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 03/14/2018 9:45 AM
Budget and Management Office Ed Finn Additional Reviewer Completed 03/15/2018 9:15 AM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 03/15/2018 10:11 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 03/15/2018 3:46 PM
Grants Therese Stanley Additional Reviewer Completed 03/16/2018 1:04 PM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 03/18/2018 11:36 AM
Board of County Commissioners MaryJo Brock Meeting Pending 03/27/2018 9:00 AM
16.B.1
Packet Pg. 835
TO: Leo E. Ochs, Jr., County Manager
CC: Steve Carnell, Department Head – Public Services Department
FROM: Therese Stanley, Manager – Grants Compliance
Date: February 16, 2018
RE: County Manager review and approval of the 2018 Community Development Block Grant (CDBG)
application to the Collier County Community and Human Services (CDBG) for the Bayshore CRA
Fire Suppression System Phase 2 in the amount of $370,000 (total cost $615,000)
The Bayshore CRA is submitting the 2018 CDBG application to CHS for the Bayshore CRA Fire Suppression
System Phase 2 to upgrade water lines so they can provide water pressure for the fire hydrants to operate
properly.
The total cost of the project is $615,000. There is no match required for this grant. $25,000 matching
funds are being included to make the application more competitive. In addition, the City of Naples will
contribute $220,000 to the project, $30,000 in design (to be completed and paid by City of Naples) and
$190,000 in construction reimbursable to Collier County.
The funding opportunity was announced on January 10, 2018 with a due date of February 20, 2018. Due
to the short turnaround, we are requesting that the County Manager approve the application for submittal
followed by after the fact approval by the Board of County Commissioners at the March 27, 2018 BCC
meeting.
Once you have reviewed the grant application, please call me at 239-252-8198 for pick up.
Thank you, and please let me know if you have any questions regarding this request.
After-the-Fact Approval by the BCC is required at the
March 27, 2018 BCC meeting
16.B.1.b
Packet Pg. 836 Attachment: CM MEMO 2018 02-20 CHS CDBG HUD Bayshore r-1 (5020 : CDBG After the Fact Grant application)
ACKNOWLEDGEMENT LETTER
All applicants shall incorporate this letter in the grant application on the organization,s
letterhead. This will be pase 2 of the application packet following the checklist.
February 20,2078
Ms. Kimberley Grant, Director
Collier County Community and Human Services
3339 E. TamiamiTrail, Suite 211
Naples, FL 34112
RE: Request for Funding under the tY2018-2019 Grant Application Cycle
Dear Ms. Grant and members of the Ranking and Review Committee:
By signing below, the undersigned acknowledges that he/she has read and understands
the Certifications attached hereto and, if awarded funds, as applicable, the Applicant will
be able to comply fully with the provisions of those certifications and will be able to
comply with all additional applicable federal, state and local requirements, including
procurement and financial management. Applicant also acknowledges that if a funding
recommendation is made for less than the full amount applied for, additional
documentation including a revised budget, scope of work and proposed
accomplishments may be requested prior to final funding determinations. The county
reserves the right to verify that the authorized signature above is authorized to bind the
Applicant (on behalf of the organization) and may require the applicant to submit
documentation verifying such authority.
Sincerel
?
S ignatu re of Agency R rese
Le o Ochs, Co untv Manase
(-
Name and Title
t
ative
I have read the Collier County Community and Human Services (CHS) application for
FY2018-2019 HUD funding. On behalf of Bayshore/Gateway Triangle Community
Redevelopment Agency (BGTCRA) as the duly authorized signatory for
Eayshore/Gateway Community Redevelopment Agency (BGTCRA), I agree to and accept
the terms, specific limitations, and conditions expressed therein. The information
contained in this proposal or any part thereof, including exhibits, schedules and other
documents, delivered to the County are true, accurate and complete. This application
includes all information necessary to ensure the statements therein do not, in whole or
in part, misrepresent or mislead the County as to any material facts.
16.B.1.c
Packet Pg. 837 Attachment: CMO CDBG Approved Forms Bayshore CRA r-1 (5020 : CDBG After the Fact Grant application)
ATTESTATIONS AND CERTIFICATIONS FOR ALL APPLICA TIONS
AFFIDAVIT OF COMPLIANCE WITH FEDERAL, STATE, LOCAL REGULATIONS
The undersigned certifies that the information in this application is true and correct. The
undersigned further certifies that they are aware that if Collier County CHS finds that the
applicant or undersigned has engaged in fraudulent actions or intentionally misrepresented
facts on this application, this application will be rejected and the applicant may be unable to
participate in any program for three (3) fiscal years.
ln applying for CDBG/HOME/ESG funds, the applicant has read, understands and agrees to
comply with all the provisions of all federal regulations issued thereto by the U.S. Department
of Housing and Urban Development, state and local regulations and laws.
1. 24 CFR 570, as amended - The regulations governing the expenditure of Community
Development Block Grant (CDBG) funds.
3. Section 104(b) and Section 109 of Title I of the Housing and Community Development Act of
1974 as amended
4. Titlevl of thecivil Rights Act of 1964 as amended, Title V t of thecivil Rights Act of 1968 as
amended
5. 24 cFR 570.601 subpart K - The regulations issued pursuant to Executive order 11063 which
prohibits discrimination and promotes equal opportunity in housing.
5. Executive Order 17246 ("Equal Employment Opportunity,,), as amended by Executive
orders 11375 and 12086 - which establishes hiring goals for minorities and women on
projects assisted with federal funds and as supplemented in Department of Labor
regulations.
7. Title vll of the 1968 civil Rights Act as amended by the Equal Employment opportunity Actof 1972, 42 USC 5 2000e, et, seq. The SUBRECtptENT will, In all solicitations or
advertisements for employees placed by or on behalf of the suBREclplENT, state that it is
an Equal Opportunity or Affirmative Action employer.
2. 24 CFR 58 - The regulations prescrlbing the Environmental Review procedure.
8. 24 cFR 135 - Regulations outlining requirements of section 3 of the Housing and Urban
Development Act of 1968, as amended. compliance with the provisions of section 3 of the
HUD Act of 1968, as amended, and as implemented by the regulations set forth in 24 cFR
135, and all applicable rules and orders issued hereunder prior to the execution of this
contract, shall be a condition of the Federal financial assistance provided under this
16.B.1.c
Packet Pg. 838 Attachment: CMO CDBG Approved Forms Bayshore CRA r-1 (5020 : CDBG After the Fact Grant application)
contract and binding upon the COUNTY, the SUBRECIPIENT and any of the SUBRECIPIENT's
5ub-recipients and subcontractors. Failure to fulfill these requirements shall subject the
couNTY, the suBREclPlENT and any of the SUBRECtPtENT's 5ub-recipients and
subcontractors, their successors and assigns, to those sanctions specified by the Agreement
through which Federal assistance is provided. The SUBRECIPIENT certifies and agrees that
no contractual or other disability exists that would prevent compliance with these
requirements.
The SUBRECIPIENT further agrees to comply with these "Section 3" requirements and to
include the following language in all subcontracts executed under this Agreement:
'The work to be performed under this Agreement is a pro,ect assisted
under a program providing direct Federal financial assistance from HUD
and is subject to the requirements of Section 3 of the Housing and Urban
Development Act of 1968, as amended (12 U.S.C. 1701). Section 3
requires that to the greatest extent feasible opportunities for training
and employment be given to low- and very low-income residents of the
project area, and that contracts for work in connection with the project
be awarded to business concerns that provide economic opportunities
for low- and very low-income persons residing in the metropolitan area
in which the pro.iect is located."
The SUBRECIPIENT certifies and agrees that no contractual or other legal incapacity
exists that would prevent compliance with these requirements.
9. Age Discrimination Act of 1975, Executive Order 11063, and Executive Order 11246 as
amended by Executive Orders 11375, f1478,12107 and L2O86.
The SUBRECIPIENT further agrees to ensure that opportunities for training and
employment arising in connection with a housing rehabilitation (including reduction and
abatement of lead-based paint hazards), housing construction, or other public
construction project are given to low- and very low-income persons residing within the
metropolitan area in which the CDBG-funded project is located; where feasible, priority
should be given to low- and very low-income persons within the service area of the
pro.iect or the neighborhood in which the pro.iect is located, and to low- and very low-
income participants in other HUD programs; and award contracts for work undertaken
in connection with a housing rehabilitation (including reduction and abatement of lead-
based paint hazards), housing construction, or other public construction project to
business concerns that provide economic opportunities for low- and very low-income
persons residing within the metropolitan area in which the CDBG-funded project is
located; where feasible, priority should be given to business concerns that provide
economic opportunities to low- and very low-income residents within the service area
or the neighborhood in which the project is located, and to low- and very low-income
participants in other HUD programs.
16.B.1.c
Packet Pg. 839 Attachment: CMO CDBG Approved Forms Bayshore CRA r-1 (5020 : CDBG After the Fact Grant application)
10. Contract Work Hours and Safety Standards Act,40 USC 327-332
11. Section 504 of the Rehabilitation Act of L913,29 USC 776(b) (5), 24 CFR 570.614 Subpart K.
12. The Americans with Disabilities Act of 1990
13, Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as
amended.
14.29 CFR Parts 3 and 5 - Regulations which prescribe the payment of prevailing wages and the
use of apprentices and trainees on federally assisted projects as mandated by the Davis-
Bacon Act. HUD Form 4010 must be included in all construction contracts funded by CDBG.
(See 42 USC276a and 24 CFR 135.11(c)).
15. Executive Order 11914 - Prohibits discrimination with respect to the handicapped in
federally assisted projects.
15. Executive Order 11625 and U.S. Department of Housing and Urban Development Circular
Letter 79-45 - which prescribes goal percentages for participation of minority businesses in
Community Development Block Grant Contracts.
17. The SUBRECIPIENT agrees to comply with the non-d iscrimination in employment and
contracting opportunities laws, regulations, and executive orders referenced in 24 CFR
570.607, as revised by Executive O"der 73279. The applicable non-discrimination provisions
in Section 109 of the HCDA are still applicable.
18. Public Law 100-430 - the Fair Housing Amendments Act of 1988.
19.24 CFR 84 - Uniform Administrative Requirements for Grants and Agreements with
lnstitutions of Higher Education, Hospitals and Other Non-profit Organizations.
20.24 cFR 85 - Administrative Requirements for Grants and cooperative Agreements to state,
Local, and Federally recognized lndian Tribal Governments shall be followed for sub
recipients that are governmental entities.
21. lmmigration Reform and Control Act of 1985 as located at S USC 132q et seq. and
regulations relating thereto. Failure by the SUBRECIpIENT to comply with the laws
referenced herein shall constitute a breach of this agreement, and the county shall have the
discretion to unilaterally terminate this agreement immediately.
22. 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
16.B.1.c
Packet Pg. 840 Attachment: CMO CDBG Approved Forms Bayshore CRA r-1 (5020 : CDBG After the Fact Grant application)
county employee, as set forth in chapter r.12, part Ir, Florida statutes, collier county Ethics
Ordinance No. 2004-05, as amended, and County Administrative procedure 5311.
23. order of Precedence - ln the event of any conflict between or among the terms of any of
the contract Documents, the terms of the Agreement shalltake precedence over the terms
of all other contract Documents, except the terms of any supplemental conditions shall
take precedence over the Agreement. To the extent any conflict in the terms of the
contract Documents cannot be resolved by application of the supplemental conditions, if
any, or the Agreement, the conflict shall be resolved by imposing the more strict or costly
obligation under the contract Documents upon the contractor at owner's discretion,
24. 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, Any situations when negotiations,
litigation and/or mediation shall be attended by representalves of sUBRECtptENT with full
decision-making authority and by couNry's staff person who would make the presentation
of any settlement reached during negotiations to couNw 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 r€solve the dispute through Mediation
before an agreed-upon circuit court Mediator certified by the state of Florida. should
either party fail to submit to mediation as required hereunder, the other party may obtaln a
court order requiring mediation under o 44.102, Florido stotutes. The litigation arising out
of this Agreement shall be collier county, Florida, if in state court and the us District court,
2oth Judicial court of Florida, if in federal court. By ENTERING rNTo rHrs AGREEMENI
COLTIER COUNTY AND THE SUBRECIPIENT EXPRESSLY WAIVE ANY RIGHTS EITHER PARTY
MAY HAVE TO A TRIAT BY JURY OF ANY CIVIT LITIGATION RELATED TO, OR ARISING OUT OF,
THIS AGREEMENT.
25. The SUBRECIPIENT agrees to comply with the following requirements:
a. Clean AirAct,41 USC 7401, efseq.
b. Federal Water Pollution ControlAct, 33 USC 1251, etseg., as amended.
26 ln accordance with the requirements of the Flood Disaster protection Act of 1973 (42 usc
4002 and 24 CFR 570.605 subpart K), the suBREctptENT shall assure that for activities
located in an area identified by FEMA as having special flood hazards, flood insurance under
the National Flood rnsurance program is obtained and maintained. rf appropriate, a letterof map amendment (LOMA) may be obtained from FEMA, which would satisfy this
requirement and/or reduce the cost of said flood insurance.
27. The SUBRECIPIENT agrees that any construction or rehabilitation of residential structures
with assistance provided under this contract shall be subject to HUD Lead-Based paint
Polsoning Prevention Act found at 24 CFR S70.609, Subpart K.
28. The suBREcrPlENT agrees to comply with the Historic preservation requirements set forth
16.B.1.c
Packet Pg. 841 Attachment: CMO CDBG Approved Forms Bayshore CRA r-1 (5020 : CDBG After the Fact Grant application)
in the National Historic Preservation Act of 1966, as amended (16 U.S.C.470) and the
procedures set forth in 36 CFR Part 800, Advisory Council on Historic preservation
Procedures for Protection of Historic Properties, insofar as they apply to the performance of
this agreement.
ln general, this requires concurrence from the State Historic preservation Officer for all
rehabilitation and demolition of historic properties that are fifty years old or older or that
are included on a federal, state or local historic property list.
29. The SUBRECIPIENT must certify that it will provide drug-free workplaces in accordance with
the Drug-Free Workplace Act of 1988 (41 USC 701).
30. The SUBRECIPIENT agrees to comply with the following Payments to the Subreclplent are
governed by the Federal grants management rules for cost allowability found at 2 CFR 200
Subpart E-Cost Principles. For the purposes of this section, Subrecipient is defined as a
described in 2 CFR 200.93. Accordingly, payments will be made on a cost reimbursement
basis. Each request for reimbursement shall identify the associated project and approved
project task(s) listed under this Scope of Work, The Subrecipient may only incur direct costs
that may be attributed specifically to the projects referenced above as defined in 2 CFR
200.413. The Subrecipient must provide adequate documentation for validating costs
incurred. Payments to Subrecipient's contractors and vendors are conditioned upon
compliance with the procurement requirements provlded for in 2 CFR 200,318. Allowable
costs incurred by the Subrecipients and Contractors shall be in compliance with 2 CFR
Subpart E-Cost Principles. A Developer is not subject to 2 CFR Subpart E, however the
County is Subject to 2 CFR Subpart E and may impose requirements upon the Developer in
order for the county to remain compliant with its obligation to follow 2 cFR subpart E. The
Developer will use adequate internal controls, and maintain necessary source
documentation for all costs incurred and adhere to any other accounting requirements
included in this agreement.
31. Audits shall be conducted annually and shall be submitted to the couNw one hundred
eighty (180) days after the end of the suBREcrprENT's fiscal year. The suBREClplENT shall
comply with the requirements and standards of 2 cFR subpart E-cost principles. lf an
Agreement is closed out prior to the receipt of an audit report, the couNTy reserves the
right to recover any disallowed costs identified in an audit after such closeout.
32. Any real property acquired by the suBREclplENT for the purpose of carrying on the projects
stated herein, and approved by the coUNTy in accordance with the uniform Relocation
Assistance and Real Property Acquisition policies Act of 1970 and 49 cFR24,shall be subjectto the provlsions of CDBG including, but not limited to, the provisions on use and
disposition of property. Any real property within the suBREclplENT control, which is
acquired or improved in whole or part with CDBG funds in excess of 525,000, must adhere
to the CDBG Regulations at 24 CFR 570.505.
33. As provided in 5 287.133, Floridd stotutes by entering into this Agreement or performing
16.B.1.c
Packet Pg. 842 Attachment: CMO CDBG Approved Forms Bayshore CRA r-1 (5020 : CDBG After the Fact Grant application)
any work in furtherance hereof, the SUBRECIptENT certifies that it, its affiliates, suppliers,
subcontractors and consultants who will perform hereunder, have not been placed on the
convicted vendor list maintained by the State of Florida Department of Management
Services within the 36 months immediately preceding the date hereof. This notice is
required by 5 287.133 (3) (al, Florido Stotutes.
34. No Federal appropriated funds have been paid or will be paid, by or on behalf of the
undersigned, to any person for influencing or attempting to influence an officer or
employee of any agency, a Member of Congress, an officer or employee of Congress, or an
employee of a Member of Congress in connection with the awarding of any Federal
contract, the making of any Federal grant, the making of any Federal loan, the entering into
of any cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of any Federal contract, grant, loan, or cooperative agreement.
lf any funds other than Federal appropriated funds have been paid or will be paid to any
person for influencing or attempting to influence an officer or employee of any agency,
a Member of Congress, an officer or employee of Congress, or an employee of a
Member of Congress in connection with this Federal contract, grant, loan, or
cooperative agreement, the undersigned shall complete and submit Standard Form-LLL,
"Disclosure Form to Report Lobbying," in accordance with its instructions.
The undersigned shall require that the language of this certification be included in the
award documents for all sub-awards at all tiers (including subcontracts, sub-grants,
contracts under grants, loans, and cooperative agreements) and that all SUBRECIpIENTS
shall certify and disclose accordingly.
35. Travel reimbursement will be based on the U,S. General Services Administration (GSA) per
diem rates in effect at the time of travel.
35. Any rule or regulation determined to be appllcable by HUD
37. Florida Statutes 713.20, part 1, Construction Liens
38. Florida Statutes 119.021 Records Retention
Name/Sig nature: Leo OchS
(Please Print)
Title: County Manager
(si
Date:
atu
Organization Name: Bavshore/Gatewav Triangle Communitv Development Agency
€
16.B.1.c
Packet Pg. 843 Attachment: CMO CDBG Approved Forms Bayshore CRA r-1 (5020 : CDBG After the Fact Grant application)
CERTTITICA'fION FOF,'THE SUBRECIPIENT OR DEVELOPER OR VENDOR ENTITY
RX,GARDING DEBARMENT oT SUSPENSION, REAL OR APPARENT CONF.LICT OF
INTEREST, FALSIFICATION OF DOCUMENTS, SUBSTANTIAL NON.COMPLIANCE OR
NON-PERF'ORMANCE UNDER A GRANT, INELIGIBILITY, VOLUNTARY EXCLUSION ON
AGREEMENTS/SUB.AGREEMENTS
This certification is required by the regulation implementing Executive Order 12549, Debarment and
Suspension, signed February 18, 1986. The guidelines were published in the May 29, 1987 Federal
Register (52 Fed. Reg., pages 20360-20369).
The Board ofCounty Commissioners further adopted a Resolulion (2013-228) effective Oclober 8,2013
to establish application screening criteria for Collier County administered federal and state grants. The
resolution specifies this list of interested parties refeB to the following represertatives of the Brantee
organization under any fonn ofaffangement or agreement:
Each Board of Directors member
Officers ofthe Board
Executive Director
All employees and supervisors that will work on the grant
Definitions: [Nole: The Delinitions (l)vill be tailoredfot lhe applicable grunt progtauJ
(1) The terms "debared," "suspended," "ineligible," "person," "principal," and "voluntarily
excluded," as used in this certification, have the meanings set out in lhe Definitions and Coverage
sections of rules implementing Executive Order 12549 and 45 CFR (Code of Federal
Regulations), Part 76. Contact Collier Cornmunity and Human Services or go to rvwrv.HUD.gov
website for assistance in obtaining a copy ofthose rcgulations.
(2) The term substantial non-compliance or non-conformance as used in this certification includes:o Retum ofawarded grant funds on more than one occasion in the last thee years
o Non-compliance with a moniloring corrective action plan
. Othel substantial non-compliance or non-conformance ofa grant. The organization applying for grant funding is hereby certifing and will follow the below listed:
l. Each grantee of federal or state financial and non-financial assistance must sign this debament
certification at time of application. Independent auditors who audit federal or state programs
regardlcss of the dollar amount are required to sign this certification form to include certificationof debarment. Collier County Community and Human Services or its agreement
grantee/contractors will not contract with subcontractors if they are debarrrd or suspended by the
federal government.
CERTIFICATION FOR THE GRANTEE ENTITY
Only one required per entity signed by an authoriz€d represetrtative
16.B.1.c
Packet Pg. 844 Attachment: CMO CDBG Approved Forms Bayshore CRA r-1 (5020 : CDBG After the Fact Grant application)
2' Each entity applying for a grant from Collier County will assure all individuals and positionslisted above complete and submit approp.iut" ."rtif,"uiionr.
3 The grantee shafl provide immediate written notice to the grant coordinator at any time thegrantee/contractor leams lhat its cenification was erroneous when submitted or has becomeerroneous by reason ofchanged circumstances.
4 The grantee furlher agrees by submining this cenification lhat. it shall nol knowingly enter intoany sub-agreemenl with a person who ii debaned. suspended. declared ineligible. or voluntarilyexcluded from participation in this contract unless authJrized by the Federal Government.
5. The grantee further agrees by submitting this certification thal it will require eachcontractor/subcontracror of agreements and./orlontracts ref"..ncing;;.;*.;;;'*i;:"'rurr"n,will equal or exceed $100,000 in federal rnoni"., to.uu.ii
"
signed copy of rhis cerrificarion witheach sub-agreement.
6 The grantee. may rely upon a certification by a subcontractor entity that it is not debared,suspended, ineligible, or voluntariry excrujed from contracting/s;bcontractinj- unresJ tnegrantee/contraclor knows that the certification is erroneous.
7' Th.e grantee has adopted conflict of interest policies and procedures within their organization andwill provide a copy ofsuch prior to the executio, oran ai.eement shourd lhe grant apprication befunded. rf the granlee does not.have conflict or int"r.iiioii.i.. and procedures they musr adoptpolicies/procedures for determining *tr.n u confli"i of ilnterest exists and disclosing it to thepublic as required by the applicable-progru, ,"qui..r.ntr."
The prospective grantee cenifies, by signing this certification, that neither the entity nor their above notedprincipals and respective employees, within the last three years:
( I ) Has been deba'ed, suspended, proposed for debarment, and declared ineligible, or voluntarilyexcluded from participation in contracting with corier County community and Human Servicesby any federal department
_or
agency. Where the prospective grantee is unable to certif to any ofthe statements in this certification, such p.ospe"tiv. g.-rl".nar un"rh un expranation to thiscertification.
(2) Has had a real or apparent conflicl ofinterest
(3) Has falsified documents
(4) Has substantiar non-compriance or non-conformance with perfbrmance under a grant with corierCounty or any other entity
4",,;::;[?.:"mmunity and Human Services wilt rety on the certifications of this documenr as true
I"?H;:i::""*ty reserves the right ro requesr additional documenration prior to making a final
16.B.1.c
Packet Pg. 845 Attachment: CMO CDBG Approved Forms Bayshore CRA r-1 (5020 : CDBG After the Fact Grant application)
Collier County Comrnunity and Human Services may rely upon a cefiification by a nonprofit organization
that it is not debarred, suspcnded, ineligible, or voluntarily excluded from contracting or subcontracting
unless the departm€nt knows that the certificalion is erroneous.
This certification is a material representation of fact upon which rcliancc is placcd when this
application is submitted. lf it is later determined that the signed knowingly rendered an erroneous
certification, the Federal Government (via Section 1001 ofTitle 18 USC for making false statements)
and Collier County may punue available remedies, including suspension, debarment, grant award
retraction, and/or suspcnsion from applying for awards for lhree years under Resolution
2013-228.
Name ofOrganization:Tri le CRA
Signature of Autholized Individual
Date
Leo Ochs, County Manager
Name and Title ofAuthorized Individual
(Print or type)
16.B.1.c
Packet Pg. 846 Attachment: CMO CDBG Approved Forms Bayshore CRA r-1 (5020 : CDBG After the Fact Grant application)
CERTIFICATION FOR THE DIRECTORS OF THE BOARD, EXECI]TIVE DIRECTOR,
E M PLOYE E OR SIJ PERVISO R
one EACH for every director, tbe executive director, and each stalrmember proposed to bedirectly working on or overseeing a staff member directly working on tbe lrant
REGARDING DEBARMENT oT SUSPENSION, Rf,AL oR APPARENT CONFLICT oFINTEREST' FALSIFICATION OF DOCUMENTS, SUBSTANTIAL NON.COMPLIANCE ORNON-PERFORMANCE UNDER A GRANT, INELIGIBILITY, VOLUNTARY EXCLUSION ON
AGREEMENTS/SUB-AGREEMENTS
The Board of county commissioners adopted a Resolution (zor3-z2g) effective october g, 2013 ro
establish application screening crileria for collier County administered federal and slate grants. Theresolution specifies this list of interested parties refers to the following representatives ofih. gr-tee
organization under any form ofarrangement or agreement:
Each Board ofDirectors member
Officers ofthe Board
Executive Director
All employees and supervisors that will work on the grant
Definitions:
(1) The terms "debaned," "suspended," "ineligibre," "person," ',principal.,, and ,,voruntariry
excluded," as used in this certification, have thJmeanings set out in the D;finitions and coveragesections. of rures implementing Executive order lis+s and 45 cFR lcoae oi reJerarRegulations), part T6 contact colrier county Community and Human Services or go towww.HUD.sov website for assistance in obtaining a copy of tfio."..guiuii- ."'*"*J
u E!
(2) The term substantial non-complialce or non-conformance as used in this certification includes:. Retum ofawarded grant funds on more than one occasion in the last tkee yearso Non-compliance with a monitoring conective action plano Other substantial non-compliance o. non_conformance ofa grant
The undersigned certifies, by signing this certification, that, within the rasl three years, they have not:
l' Been debarred, suspended, proposed for debarment, decrared inerigibre or voruntariryexcluded from participation in contracting with Coliier County Community and HumanServices by any federal department or agency. (where the prospective individual is unable tocertify to any ofthe stalements in this certification, such individual sha, attach anexplanation to this certifi cation.)
2. Had, a real or apparent conflict ofinterest
3. Falsified documents
16.B.1.c
Packet Pg. 847 Attachment: CMO CDBG Approved Forms Bayshore CRA r-1 (5020 : CDBG After the Fact Grant application)
4' tlad substantiar non-compliance o. non-conformance with performance under a grant withCollier ('ounty or any other cntity
The undersigned sha, provide immediate w ften notice to trre grantee at any time the undersigned rearns
"iil#j:H:*,.,
was en.oneous when submiued or has b..oio" ..ror"ou, by reason of changed
collier county communily and Human Services wirr rely on th€ certification ofthis documentas true and reliabre' However, the county reserves the right to request additionar documentation p or tomaking a final determination.
This. certification is a matefiar representation of fact upon which reriance is praced when thisapplication is submitted. If it is later determined that ihe signed kno*ingty ,"nd"red un en.oneousceftification, the Federar covernment (via Section r0or ofiitre l g usc for making false statements)and Collier County may pursue available remedies, ;nctuOing susperrslon, debarment, grant awardretmction, aud./or suspension from applying for awards for lh-ree years unOer nesolution20t3-228.
Tri CRA
Name ofOrganization
County Ma nager
Role of under.signed (Director, Executiv€ Director, Employee [speciS role], Supervisor [specift rolel
Signature
Leo Ochs
Date
Print or type name ofsignatory
16.B.1.c
Packet Pg. 848 Attachment: CMO CDBG Approved Forms Bayshore CRA r-1 (5020 : CDBG After the Fact Grant application)
CERTIFICATION OF CDBC/HOME/ESG FUNDED CONSTRUCTION/REHAbILITATION
PROIECTS
rt the dppticdnt dnticipdtes using. ,DB,/H,ME/E*G for construction or rehabiritdtion, thelollowing federal and county requirem"ri, .urit-" iri-ro.i"i*0,
1. A tion or tion p lans ond permits mu st be and inollb2. The County shall no t be obligated to pay an y funds to the project prior to thecompletion of an env ironmental review of the p roject and said review is a pproved byany government agen cres as may be required by law3. The Applicant will assure all wages paid to construction workers by its or itssubcontractors are in compliance with federal, state and I ocal labor requirements. TheApplicant agrees to in clude in the construction bid s pecifications in connection with thisagreement the appli cable Federal Wage Determinat ion assigned to this project by HUD.The applicant must
nts after a county conducted
also inform the contractor/subc ontractors that they will be requiredto submit docume pre-construction conference and prior toconstruction. Weekly Davi s Bacon reports mus t be submitted thereafter as requ ired bythe federa I government.
t
4. The Applicant agrees to c. :h", cFR'00 f- ;;;tI{ J:i ffi ,,:;:il:,.,i:l :H:7;il[.,lHcom p,y with
' ;::::[jf:Tl"llij;: :1" ^.,,
,r'" ooor,..", Io"l,i,.u',,, .u,.u", ,,,at no person shal
national origin. I the program on the grounds "rr.;",."1;;-;;;,-;il';:t hj?:jffI, i:'ili; lL,-l',:*. beharf and on beharf of its contractors and
minority persons, ,, ,n.noll''T:t'Y"
action in attempting
/. As required by 2 cFR ,oo:,:q
oy taw Feciron
q!L'rrPLrIrB to employ low income and
ffi'.ff##xffL:"j";Tiiflffi::ilJ::n11illli.':', proressiona, services
:#:,:ufisr**,***fi*ffi9. Ary appti.rii" ffi;" ^-^
''v olru numan services (cHs) prior to
i:fl fl+:Jfll:]*flft ::,,,,#r,,#1,"1,,1ffi l*{#T#*ir#
16.B.1.c
Packet Pg. 849 Attachment: CMO CDBG Approved Forms Bayshore CRA r-1 (5020 : CDBG After the Fact Grant application)
a'Date' time and prace-that bid documents are avairabre and the same informationfor any pre_bid conferences and r."."ioio, O,*-b. Requirement of bid surety i" .h";#;;; ;;;,performance and "^";;; ;::,,'^:::::''-:'-l:" l"'cent (10%) of the bid and a
c.Standard ,,.,"r10
payment bond equal to 1OO% ofthe award. _ _.- -,,_ ;
oroju.,rnr,r,u,1t",ll9^"l1lT
the -in whole or in part" federal funding of the
10 rhe counti re;;,;;;Jiliii:1*::l:#:i[T:,il5H;
",".,;;
- ""'" "' "''
11. The Appticant agrees to submit t" d" *;;'att,il;;:the selection of professionar services and cons,."". ."lli"tilL
of the steps followed in
12. The Applicant agrees to specify a time
"t -rrirr.i"rlclause in .rr .o*trr.tion-.""r'.; ."^:: ::.1:tl'"'"'and include a liquidated damage
construction cost."",riL,'ili'iil';"t;:Xl[: '"""ntase
or cost "", ,"..."ri.r" li
13. The Appticant agrees that it ,iif noi.t"ri lJn.trr.ti,proceed,, has been issued. on untii an official .,Notice to
14. pursuant to 57O.GO8 of the CDBG Regulations and the nan.d Community Development Act of 1974 as amended.
lew provisions in the Economic
with the inspection, n-olification, testing and uo.r"r"^tn: llolicant agrees to comply
based paint. - - ' rrJrrrrs' orru doi'tement procedures concerning lead-
l, hereby acknowledge that
;*IIlt[il][*i"_":rrmn::[":n:[.rH;::HJHl;:, j:Jil;
Name of Organization. Baysh Tria ngle CRA
Name/Signatu
Leo Ochs
(Please p t)
(Signature)
Title:Manager
Date:
16.B.1.c
Packet Pg. 850 Attachment: CMO CDBG Approved Forms Bayshore CRA r-1 (5020 : CDBG After the Fact Grant application)
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Col,Y COTS it
y
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Collier County Community and Human Services
Community and Human Services
2018 Community Development Block Grant (CDBG)
2/20/2018 deadline
Bayshore/Gateway Community Redevelopment Agency
Bayshore CRA Fire Suppression System Phase 2
$ 370,000.00 Requested
$ 640,000 Total Project Cost
Project Contact
Tami Scott
naomi. h utcheson(a),colliercountyfl.gov
Tel: (239)643-1115
Additional Contacts
tami.scott@colliercountyfl.gov
Agency Information
Bayshore/Gateway Community
Redevelopment Agency
3570 Bayshore Drive, Unit 2
Naples, FL
CRA Director
Debrah Forester
Deb rah. Forester(a)colIiercountyf1.gov
Section 3: AGENCY ORGANIZATION INFORMATION
1. Is your organization a non-profit with 501(c)(3) status?
I- .I Yes
✓ No
2. How many years have you been in operation?
18 Years
fJ`18;00 TOTAL
Page 1 of 11
Telephone34112
Fax (239)643-1115
Web www.colliergov.net
DUNS
SAM
Expires
3. Is your organization or agency faith based?
If yes, all faith -based organizations must complete and attach Acknowledgement of Religious Organization
Requirements Form (in the Documents tab)
1-1 Yes
✓ No
4. Does your agency have written personnel, fiscal/procurement & implemented policy?
(Community and Human Services will review upon award)
✓ Yes
1-1 No
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5. Does your agency have a written operating procedures manual?
(Community and Human Services will review upon award)
✓ Yes
U No
6. Physical Address (if different from mailing address listed in previous tab)
If the mailing and physical address are the same, enter'Same'.
Same
Application Questions
Section 4: NATIONAL OBJECTIVES
1. Which one of the three National Objectives will this project target?
For additional information, click the Application Guide tab, above.
✓ Benefits low and moderate income persons (24 CFR 570.208(a))
�.. 7 Aids in the prevention or elimination of slums or blight (24 CF 570.208(b))
I-] Qualifies as a certified urgent need (24 CF 570.208(c))
Page 2 of 11
2. Provide justification for how your project targets the National Objective selected above.
Refer to the Application Guide tab, above, for specific subcategories to address.
This project is located within the Bayshore Gateway Triangle Community Redevelopment Area (BGTCRA)
and is located in a Low and Moderate Income (LMI) Area, (Census Tract 107.01). This area of BCTCRA
meets the HUD criteria as outlined in 24 CFR 570.280(a)(1)(1):
"...An activity, the benefits of which are available to all the residents in a particular area, where at least 51
percent of the residents are low and moderate income persons..."
The incorporation of fire hydrants in the BGTCRA Community will provide a life, health and safety service. In
order to provide water pressure for the fire hydrants to operate properly, the water lines must be upgraded.
Most water lines in the area are too small to provide adequate pressure.
This community has neither the private resources nor the economic capacity to construct the needed
streetscape improvements along this location. The BGTCRA community has no neighborhood association to
pay for the improvements and the residents are economically distressed.
Section 5: INDICATOR ACTIVITY CODE (HUD MATRIX CODES)
3. Which HUD Activity Code best reflects this proposed project?
Refer to the HUD Activity Codes document in the Library tab for a list of codes. If your project reflects more
than 1 matrix code, you must submit multiple applications. (Click the Open Programs tab, above, to create
an additional application.)
03]� Activity Code
0.0 TOTAL
Section 6: PROJECT DESCRIPTION AND GOALS
4. Concise Project Description and Goals Narrative (placing emphasis in THIS project application)
Refer to Applicant Guide tab for specific instructions.
The purpose of the project is to continue the installation of new and/or to upgrade existing fire control
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Page 3 of 11
infrastructure (fire hydrants), water main and interconnections. The BGTCRA is located on the periphery of
the city's water service area and has historically experienced low water flow and pressure conditions. The
East Naples Fire Control and Rescue District has confirmed these conditions.
This project will be Phase 2 and will incorporate the following streets located north of Haldeman Creek, west
of Bayshore Drive and south of Tamiami Trail East
Becca Ave
Pine St
The existing water lines are mostly 2" in diameter and will be upgraded to 6" lines. In addition, this project will
install fire hydrants at the required spacing and all interconnections as required.
The project is jointly funded between the City of Naples and the BGTCRA. The City has committed to
continue funding with the BGTCRA during this phase of the project and will design the system in house, thus
saving the design costs that can be used toward construction. The BGTCRA staff will provide project
oversight and coordination.
The goal of the project is to increase water capacity and provide safety to the community by installing and/or
upgrading fire hydrants.
Section 7: IMPACT ON COLLIER COUNTY'S PRIORITY NEEDS NOTED IN THE APPLICANT
GUIDE
5. Impact on Collier County's Priority Needs Noted in the Applicant Guide Narrative
Refer to Applicant Guide tab for specific instructions.
The Bayshore Fire Suppression System Phase 2 implements one of the identified HUD priorities--
Community/Public Facilities. According to the Code of Federal Regulations (CFR) 24-570.201(c) eligible
activities associated for Public Facilities and Improvements are described as "...acquisition, construction,
reconstruction, rehabilitation or installation of public facilities and improvement..."
While there is no specific reference to what constitutes Community/Neighborhood or Public Facilities, in the
CFR's, the HUD Basically CDBG Manual references eligible uses under this priority to "...include, but not
limited to public schools, libraries, recreational facilities, parks, playgrounds, streets, curbs, water and sewer
lines..."
In addition to identifying the development of the fire suppression system and waterline upgrades in the
Bayshore Community with the HUD priorities, this project also complies with Florida State Statutes 163.370
(2)(c)3 and 163.370(2)(d) that states the CRA is charged with providing, arranging for, installing, constructing
or reconstructing improvements as outlined below.
"(c) Installation, construction, or reconstruction of streets, utilities, parks, playgrounds, public
areas... improvement necessary for carrying out in the community redevelopment area the community
redevelopment objectives of this part in accordance with the community redevelopment plan..."
"(d) To provide or to arrange or contract for, the furnishing or repair by any person or agency, public or
private, of services, privileges, works, streets, roads, public utilities, or other facilities for or in connection with
the community redevelopment; to install, construct , and reconstruct streets, utilities, parks, playgrounds, and
other public improvements; and to agree to any conditions that it deems reasonable and appropriate which
are attached to federal financial assistance and imposed pursuant to federal law relating to the determination
of prevailing salaries or wages or compliance with labor standards, in the undertaking or carrying out of a
community redevelopment and related activities, and to include in any contract let ion connection with such
redevelopment and related activities provisions to fulfill such of the conditions as it deems reasonable and
appropriate..."
Section 8: EXPERIENCE AND CAPACITY
6. Experience and Capacity Narrative
Refer to Applicant Guide tab for specific instructions.
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Page 4 of 11
As a separate entity created by Ordinance No 2000-82, currently a Division of the County Manager's Office
and within the Collier County Government, the CRA draws from numerous areas of expertise. The CRA
partners with the Growth Management Department for land use and development issues, Procurement
Services Division for bidding and purchasing items, Real Property for land acquisition and land/building
management, the Office of Management and Budget (OMB) for financial support, County Attorney's Office
for legal issues, along with the County Manager's Office for program assistance and administration. The
OMB and Collier County Clerk's office provides accountants and fiscal technicians that have great depth of
experience in managing federal grants.
Locally the CRA, since inception has been responsible for more than $25 million in improvements. The
scope of improvements range from land acquisition, streetscape improvements, neighborhood development
(lot acquisition, demolition of mobile homes and new construction of single family home replacements),
sidewalks, stormwater improvements, remediation of environmental contamination, resurfacing roads and
paving of dirt streets.
The CRA implements a checks and balance system by submitting a single audit on an annual basis. The
Collier County Clerk of the Courts performs the single audit on behalf of all county government entities. The
CRA follows the same procurement process as other County Departments and maintains transparency and
accountability daily. While the CRA staff is small it maintains checks and balances. The CRA Operations
Coordinator creates a purchasing requisition, the CRA Senior Project Manager approves it prior to moving
through the Procurement process. All invoices are reviewed and approved by the Senior Project Manager
and when required, by the CRA Director.
CRA staff has worked with Community and Human Services to administer previous CDBG/DRI grants. Staff
has received training from the OMB Division, Clerk of the Court's Office, Procurement Division in grants
administration through various locally administered sessions. The CRA was awarded $330,000 CDBG
subrecipient grant in 2016 to implement the Karen Drive Stormwater Improvement Project which was
completed in 2017. The project was located in the Bayshore Community within Census Tract 107.02, the
U.S. Census shows this area with a total Low/Moderate universe population of 3,255 and total Low/Moderate
income population of 2,350. As such, the U.S. Housing and Urban Development Community Development
Block Grant have identified this area as an LMA area (72% of population).
In addition, the CRA received CDBG subrecipient funding for Fire Suppression Phase 1 in 2017 in the
amount of $520,000. Construction of this project began during the last quarter of 2017.
7. Have you received funding in the past?
If so, please complete the Prior Awards table in the Tables tab.
✓ Yes AND the Prior Awards table is complete
1.1 No
Section 9: ADDITIONAL PROJECT SPECIFIC INFORMATION
8. Additional Project Specific Information Narrative (include sources of estimates)
Refer to the Applicant Guide tab for specific instructions.
As outlined in the experience and capacity section of the application, all of the CRA staff including the CRA
Director, Senior Project Manages and the Operations Coordinator have extensive project and grant
management experience. In addition to and in partnership with the City of Naples, the CRA is working with
the City's Public Utilities Department (PUD). The PUD estimates the constructions cost at approximately
$580,000.00 for Phase II.
Current water lines are undersized, cast iron and ductile iron with asbestos cement. The age of the water
system varies with some portions being in excess of 40 years of age. There are also a limited number of fire
hydrants present for fire protection. The water system deficiencies include undersized water mains not
capable of supporting fire flows, lack of fire hydrants at adequate spacing and dead-end pip segments with
no looping. Many streets in the community are finger streets ending at canals. These dead-end streets do
not carry the capacity for looping the water and creating adequate water pressure.
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Section 10: ENVIRONMENTAL ISSUES
Page 5 of 11
9. Put a check in any box that pertains to the proposed activity.
If you check any of the boxes below (except 'None of the above'), you must provide an explanation in the
next question. If you check the 'None of the above' box, you may enter 'N/A' in the next question.
Lm_1 Project/property is located on an historical or archeological site
Project/property is in the 100 -year flood plain
�_..� Project/property is in a wetlands area
C -a Project/property is in a coastal barrier area
�....� Project/property is within a half -mile of an airfield
_..� Project/property is near storage or manufacturing facility of industrial products
C.. 1 Project/property is on or near soil contaminated by diesel/fuel or gasoline
Project/property is expected to impact the environment in any negative manner or pose a hazard or
nuisance
Endangered or threatened or listed species are located on the proposed project site
There are environmental concerns or impediments associated with the proposed activity (if yes, please
provide detail)
Project/property is expected to adversely affect the environment
Project/property is NOT on a properly zoned site (if not zoned properly, please explain)
None of the above
10. If you checked any box (except 'None of the above') in the previous question, provide an
explanation in the box below.
If you checked 'None of the above' in the previous question, please enter'N/A'.
The Collier County floodplain is very broad, and except for areas near the coast which are subject to tidal
surge flood, the floodplain is generally very shallow. Within the coastal surge flooding areas the floodplain is
subject to potentially rapidly rising and falling tidal flooding accompanied by potentially damaging waves. The
flat topography of Collier County results in a very broad area subject to coastal surge flooding.
The coastal surge flooding areas are separated into two flood zones, based upon the predicted height of the
wave riding on top of the Stillwater elevation. The VE flood zone has wave heights equal to or greater than
three (3) feet. The AE flood zone has wave heights less than three (3) feet. The Digital Floor Insurance Rate
Map (DFIRM) published by the Federal Emergency Management Agency (FEMA) shows the locations of the
VE and AE flood zones.
In the Bayshore CRA area, almost all of the land is identified as AE flood zone from coastal surge flooding.
Comparing the base flood elevations to the ground elevations identifies that anticipated flooding depths
would typically be two (2) to three (3) feet. At this depth, and at this distance from the open coastline,
anticipated damaged from wave action would be moderate to low for facilities that would not be subject to
damage by simply getting wet. Physical damage caused by impacts from floating debris being washed inland
from other damaged or destroyed structures closer to the coastline should be considered for new structure
construction within this part of the floodplain.
Section 11: PROJECT IMPLEMENTATION PLAN AND READINESS TO IMPLEMENT
11. Project Implementation Plan and Readiness to Implement
Refer to Applicant Guide tab for specific instructions.
The BGTCRA is committed to Phase 2 Fire Suppression System project and will commit $50,000.00 in funds
for the permitting and project management. Additionally, the City of Naples Utilities Department will provide
staff to design the water line improvements and fire hydrant locations and $190,000 towards construction.
Working with the city to design the project will alleviate at least 4 to 5 months procurement time to get an
engineer to design the plans.
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Page 6 of 11
Once the Subrecipient agreement and the environmental review is in place for this project the CRA Senior
Project Manager can immediately begin coordinating with the City of Naples Utilities staff to start designing
the improvements. Once the plans are completed, CRA staff will work with the County Procurement Division
to get a contractor and CEI Services to start the work. In addition, CRA staff will work with the engineer to
simultaneously submit for all county, state and federal permits. It is anticipated that this portion of the project
will be the most time consuming, taking approximately three (3) to four (4) months to get permits and a
contractor to start the project.
12. Please complete the Project Timeline table in the Tables tab, then check the box below to
confirm. Timelines must be well thought out, complete, and achievable. Failure to provide adequate
timelines may result in disqualification.
✓ Project Timeline is complete
Section 12: FINANCIAL MANAGEMENT
13. Financial Management
Refer to the Applicant Guide tab for specific instructions.
To date, the CRA has spent approximately $25,000 in commissioning a report to evaluate the water system
for fire protection in the CRA. CRA staff provided project oversight to complete the Water System
Improvements for Fire Protection Plan 2016. City staff time to design the project (CAD Tech, Engineer,
Assistant Director and Director) is estimated to be approximately $30,000. The CRA and City staff time will
be used as leverage for this project and will be outside the scope of the request for funding.
The CRA demonstrates financial stability with a checks and balance system by submitting a single audit on
an annual basis. The Collier County Clerk of the Courts performs the single audit on behalf of all county
government entities.
The BGTCRA has the capacity to sustain payment to our vendors through the County financial system and
the ability to wait for reimbursement from the funding grant.
14. Please complete and upload the Financial Review Spreadsheet in the Documents tab.
✓ Financial Review Spreadsheet is complete and uploaded
15. Agency maintains the following records:
Check all that apply.
✓ Cash Receipts Journal
✓ Cash Disbursements Journal
✓ General Ledger
✓ Charts of Accounts
✓ Payroll Journal and Individual Payroll Records
✓ Individual Personnel Files
✓ Written Procurement Procedures
✓ Capital Inventory
✓ Written Travel Policy
✓ Property Control Policy and Records
FA None of the above
16. Agency agrees to:
Check all that apply.
✓ Submit complete audits for every year during contract
✓ Retaining all project records for the applicable time period as outlined in applicable regulations
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Section 13: OUTCOMES AND PERFORMANCE MEASURES
17. Outcomes and Performance Measures
Refer to the Applicant Guide tab for specific instructions.
The outcome of the installation of the fire hydrants and construction of updated water lines will improve the
fire prevention safety in the area. The improvements are considered to be a life, health and safety
improvement.
The performance measure for this project will be increased public safety, stronger water flow when the Fire
District is called to a fire, and will also provide overall higher water pressure in the area. Since the fire
suppression system will be constructed and mostly used by the residents of Bayshore, the data collection of
users will be relegated to the fact that this area is identified as a LMI area.
Section 14: BUDGET
18. Please complete the Budget Summary and Itemization table in the Tables tab, then check the box
below to confirm.
✓ Budget Summary and Itemization table is complete
Section 15: ESTIMATED PROGRAM INCOME
19. Will program income be generated as a result of the service or product provided?
If so, please use the 'explain' box to indicate the SOURCE of the income generated (rent, proceeds,
revenue, program fees, etc.) and the TOTAL DOLLAR AMOUNT that will be generated.
I I Yes, please explain:
✓ No
20. Estimated Program Income Narrative
Refer to the Applicant Guide tab for specific instructions. If no program income will be generated, enter 'N/A'.
N/A
21. If program income is anticipated, indicate how the funds will be utilized:
I Organization will track, re -use within the program and report to CHS on a monthly basis
I. -7 Organization will submit program income to CHS on a monthly (or at least yearly basis)
✓ N/A - No program income will be generated
Section 16: LEVERAGED OR MATCH FUNDS
22. If applicable, please complete the Leveraged or Match Funds table in the Tables tab, then confirm
below.
✓ Leveraged or Match Funds table is complete
7 N/A - No leveraged or matched funds exist
Tables
Prior Awards
Fiscal Year Award Clients Project Location
Amount Served
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FY 2016-
2017
FY 2017-
2018
FY 2013-
2014
FY 2008-
2009
FY
FY
FY
FY
FY
FY
Total
Page 8 of 11
$ 350,000 LMA Karen Drive Stormwater Improvement Project
$ 330,000 LMA Phase 1 Fire Suppression System
$ 103,650 LMA Pineland Avenue Stormwater Improvement Project
$ 2,709,150 LMA BGTCRA Gateway Triangle Teritary Stormwater
Improvements
$ 3,492,800 0
Project Timeline
Tasks
Subrecipient agreement and
Board approval
Environmental Review
Construction Design
Permits and bid preparation for
contractor and CEI Services
Bid award, Contractor Contract
Construction Begins
Construction Complete
Total
# of Days to Date Completed/Anticipated
Complete Date (Month & Year)
30 Days October 2018
60 Days October/November 2018
30 Days October 2018
30 Days December 2018
30 Days January 2019
30 Days February 2019
120 Days June 2019
Days
Days
Days
Days
Days
Days
Days
Days
Days
Days
Days
Days
Days
Days
Days
Days
Days
330 Days
Responsible
Party
CHS staff and
CRA staff
CHS Staff
CRA Staff
CRA Staff
CRA Staff
CRA Staff
CRA Staff
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Budget Summary and Itemization
Page 9 of 11
Project
Components -
CDBG
Other Leverage/Match
Total
Narrative
Deliverable
Detail/Itemization
Funding
Funds
by Line Item
Design Plans
$
$ 30,000
$ 0
$
City of Naples
N/A
will provide
design plans
Construction $
370,000 $
190,000
$
$
City of Naples
N/A
plans and
and CDBG
oversight of
funds will
improvements
contribute to
construction of
water lines and
installation of
fire hydrants
Permit Costs
$
$ 5,000
$
$
CRA will
Permit
provide funds
Invoices
for permit costs
CEI Services and
$
$ 20,000
$
$
CRA will require
Time
construction costs
assistance to
Sheets,
outline the bid
daily logs
documents, bid
(as
specifications,
applicable)
bids after they
and pay
are received to
requests
determine
from
appropriateness
contractor
and while the
with back
project is under
up
construction will
information
need to ensure
work is being
completed
properly by
being on site
daily as work
progresses.
After work is
completed CEU
will review as
built and ensure
warranty work
is completed
correctly.
Project oversight,
$
$ 25,000
$
$
BGTCRA staff
pay request
will provide
reviews and
oversight of the
submittals
project, will
review pay
requests,
maintain files
and provide
general office
work.
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Page 10 of 11
$ $
$
$
$ $
$
$
$ $
$
$
$ $
$
$
$ $
$
$
$ $
$
$
$ $
$
$
$ $
$
$
$ $
$
$
$ $
$
$
$ $
$
$
$ $
$
$
$ $
$
$
$ $
$
$
$ $
$
$
$ $
$
$
$ $
$
$
$ $
$
$
Total $ 370,000 $ 270,000
$ 0
$0
Leveraged or Match Funds
Source of Match/Leveraged Funds Conditions/Limitations of Match/Leverage Amount
Funds
Design plans by the City of Naples No conditions of limitations $ 30,000
City of Naples Public Utilities Construction of water lines and fire hydrants $ 190,000
Department
BGTCRA operating budget No conditions or limitations $ 50,000
Total $ 270,000
Documents
Documents Requested * Required?Attached Documents *
501(c)(3) IRS Tax Exemption Letter V BGTCRA 501(c)(3) IRA Tax Exemption
Letter
Articles of Incorporation BGTCRA Articles of Incorporation
By -Laws BGTCRA By -Laws
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Print/Preview
Organizational Chart
List of Board of Directors
Resumes, Pay Scales with Job Descriptions
State of Florida Certificate of Good Standing
Board Resolution authorizing submittal of
grant application
Preceding 2 -year completed audits including
management letter and findings
Acknowledgement Letter
download template
Affidavit of Compliance with Federal, State,
and Local Regulations
download template
Certification of CDBG Funded
Construction/Rehabilitation Projects
download template
Acknowledgment of Religious Organization
Requirements (template?)
download template
Certification Regarding Debarment,
Suspension, Ineligibility Voluntary Exclusion
download template
Procurement Policy
Match Documentation
Internal Revenue Service Form 990 - First 12
page of the last 2 years
IF APPLICABLE: Verification of site plan/plat
approval
IF APPLICABLE: Verification of zoning
IF APPLICABLE: Location map/photo of site
IF APPLICABLE: Floor plans
IF APPLICABLE: Relocation plan associated
with Uniform Relocation regulations
Financial Review Spreadsheet
download template
Additional documents, if needed
Page 11 of 11
✓ BGTCRA Organizational Chart
BGTCRA Board of Directors
✓ BGTCRA Certificate of Good Standing
✓ Collier County CAFR
BGTCRA 2 Year Audit Report
✓ BGTCRA Acknowledgement Letter
7A
7A
* ZoomGrantsTM is not responsible for the content of uploaded documents.
Application ID: 105491
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Bayshore Gateway Triangle CRA *Bayshore Beautification MSTU
Haldeman Creek MSTU
The Collier County Community Redevelopment Agency - Bayshore Gateway Triangle
Community Redevelopment Area does not have 501(C)3 IRS Tax Exemption Status.
It is a Special Taxing Unit of Collier County Government formed under State of Florida Statutes
Chapter 163.
to11 --*V -B 4 10 0-W
Bayshore Gateway Triangle CRA • Bayshore Beautification MSTU
Haldeman Creek MSTU
ARTICLES OF INCORPORATION
The Collier County Community Redevelopment Agency - Bayshore Gateway Triangle
Community Redevelopment Area does not have Articles of Incorporation.
It is a Special Taxing Unit of Collier County Government formed under State of Florida Statutes
Chapter 163. The Collier County Board of County Commissioners is the ex -officio governing
board of the Collier County Community Redevelopment Agency.
k., n,
czP,���7 �, B40"Al
Bayshore Gateway Triangle CRA .Bayshore Beautification MSTU
Haldeman Creek MSTU
ORGANIZATIONAL BY-LAWS
The Collier County Community Redevelopment Agency - Bayshore Gateway Triangle
Community Redevelopment Area does not have organizational by-laws.
It is a Special Taxing Unit of Collier County Government formed under State of Florida Statutes
Chapter 163. The Board of County Commissioners are the ex -officio governing board of the
Community Redevelopment Agency.
Collier County Community Redevelopment Agency
Bayshore Community Redevelopment Area Organizational Chart
Collier County CRA/BCC
County Manager
VP of Business
Operations
CRA Director
Senior Project Manager I Operations Coordinator
(/2Pi�vY�� fit. ��Orw
Bayshore Gateway Triangle CRA •Bayshore Beautification MSTU
Haldeman Creek MSTU
BOARD OF DIRECTORS
The Collier County Community Redevelopment Agency was established in 2000 and consists of
two redevelopment areas: Bayshore Gateway Triangle Community Redevelopment Area
(BGTCRA) and the Immolcalee Community Redevelopment Area. The Board of County
Commissioners are the ex -officio governing board of the Collier County CRA. The
Commissioners are:
Donna Fiala, Co -Chair
William McDaniel, Co -Chair
Penny Taylor, District 4
Andrew Solis, District 2
Burt Saunders, District 3
Collier County - Class Specification Bulletin Page 1 of 3
Division Director -
Community
�nt Redevelopment Class Code:
90026
Agencies (CRA)
COLLIER COUNTY
Revision Date: Oct 1, 2017
Bargaining Unit: General/Non-Union
SALARY RANGE
$45.85 - $67.56 Hourly
$3,668.27 - $5,404.62 Biweekly
$95,375.00 - $140,520.00 Annually
PURPOSE OF CLASSIFICATION:
The purpose of this classification is to administer, plan, direct, and oversee all matters
pertaining to Collier County's Community Redevelopment Agencies (CRAB) including budget,
personnel and outside consultants; develop and implement programs to enhance, revitalize,
redevelop and strengthen the County's designated redevelopment areas.
ESSENTIAL FUNCTIONS:
Supervises, Provides direction and oversight to assigned staff to achieve the mission and
goals of the County's CRAB. Directs, supervises, evaluates and coaches assigned staff,
processing employee concerns and problems, directing work, counseling, disciplining, and
completing employee performance appraisals. Develops a succession plan for each CRA.
Plans, prioritizes, supervises, and oversees the work of staff members and consultants
involved in the design, planning, scheduling, construction, development, and related
activities during all stages of CRA projects. Manages contracts, conducts research and data
analysis, and reviews grant applications.
Prioritizes CRA projects and efforts to produce the greatest public benefit and efficiencies;
interfaces with appropriate County departments and vendors to facilitate and expedite land
use changes, zoning changes, and redevelopment review process. Seeks out and
implements best practices to the extent practicable given local conditions.
Provides direction, guidance and oversight to the Advisory Boards (AB) and Municipal
Services Taxing Units (MSTU) within the CRAs, to include strategic planning exercises.
Becomes familiar with all impactful projects and initiatives within each CRA and coordinates
efforts in order to maximize efficiencies and public benefit. Coordinates development of a
comprehensive site inventory and marketing plan to showcase existing and emerging
economic development opportunities.
Manages the Board -approved budgets for each CRA and monitors operational expenditures
for fiscal compliance.
Implements and maintains effective quality control/quality assurance measures. Oversees
the implementation of and routine upgrades to the County's internal controls protocols for
CRA staff.
Engages stakeholders to achieve the mission and goals of the CRAs. Works closely with
development professionals, the business community, lenders, realtors and other interested
parties. Communicates with the Board of County Commissioners, elected officials, citizen
advisory groups, County department heads and management, business owners, developers,
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Collier County - Class Specification Bulletin
Page 2 of 3
and citizens in order to develop programmatic activities, explain projects, and present
reports and make recommendations.
Ensures compliance with all federal, state and local laws and regulations pertaining to the
County's CRAs. Enforces County policies and brings consistency and uniformity to the
processes and procedures used by CRA staff.
The omission of specific statements of the duties does not exclude them from the
classification if the work is similar, related, or a logical assignment for this classification.
Other duties may be required and assigned.
ADDITIONAL FUNCTIONS
Performs general/clerical tasks, which may include answering telephone calls, making
copies, sending/receiving faxes, filing documentation, or picking up/delivering project
documents.
Provides assistance to other employees or departments as needed.
Performs other related duties as required.
In the event of a declared state of emergency, employees in this classification may be called
to work during days or hours other than those for which they are regularly scheduled.
PERFORMANCE APTITUDES
Data Utilization: Requires the ability to coordinate, manage, and/or correlate data.
Includes exercising judgment in determining time, place and/or sequence of operations,
referencing data analyses to determine necessity for revision of organizational components,
and in the formulation of operational strategy.
Human Interaction: Requires the ability to function in a managerial capacity for a division
or organizational unit. Includes the ability to make decisions on procedural and technical
matters.
Equipment, Machinery, Tools, and Materials Utilization: Requires the ability to operate,
maneuver and/or control the actions of equipment, machinery, tools, and/or materials used
in performing essential functions.
Verbal Aptitude: Requires the ability to utilize a wide variety of reference, descriptive,
advisory and/or design data and information.
Mathematical Aptitude: Requires the ability to perform addition, subtraction, multiplication
and division; ability to calculate decimals and percentages; may include ability to perform
mathematical operations with fractions; may include ability to compute discount, interest,
profit and loss, ratio and proportion; may include ability to calculate surface areas, volumes,
weights, and measures.
Functional Reasoning: Requires the ability to apply principles of logical or synthesis
functions; to deal with several concrete and abstract variables; and to analyze major
problems that require complex planning for interrelated activities that can span one or
several work units.
Situational Reasoning: Requires the ability to exercise judgment, decisiveness and
creativity in situations involving the evaluation of information against sensory, judgmental,
or subjective criteria, as opposed to that which is clearly measurable or verifiable.
Leadership: Requires demonstrated ability to provide advice and guidance to the County
Manager or his/her designee. This applies to both financial and operational matters. Also,
this position must further the growth of the organization by demonstrating a strong positive
attitude and resilience, and demanding that of the rest of the organization.
Customer Service: Requires the recognition and promotion of support for satisfying internal
and external customer needs. The incumbent must demonstrate the strong customer
service approach and demand that of all employees.
Financial Accountability: This position is accountable for all financial decisions and
expenditures, including budgeting, revenue generation (fee and rate structures), operating
and capital expenditures and external financing decisions.
ADA COMPLIANCE
Physical Ability: Tasks require the ability to exert light physical effort in sedentary to light
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Page 3 of 3
work, but which may involve some lifting, carrying, pushing and/or pulling of objects and
materials of light weight (5-10 pounds). Tasks may involve extended periods of time at a
keyboard or workstation.
Sensory Requirements: Some tasks require the ability to perceive and discriminate visual
cues or signals. Some tasks require the ability to communicate orally.
Environmental Factors: Essential functions are regularly performed without exposure to
adverse environmental conditions.
MINIMUM QUALIFICATIONS:
Bachelor's degree in Business or Public Administration, Planning, Civil Engineering,
Construction Management, Landscape Architecture, Environmental Engineering,
Architecture, or a related field; supplemented by five (5) years of experience successfully
managing multiple redevelopment projects, or a Community Redevelopment Agency, Main
Street or Downtown Improvement District. A master's degree is preferred. Must possess
and maintain a valid Florida Driver's License with any applicable endorsements and maintain
eligibility requirements and endorsement(s) to drive a County vehicle as provided in CMA
5805. Fingerprinting required.
SUPPLEMENTAL INFORMATION:
BCC130
Exempt
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Collier County - Class Specification Bulletin
COLLIER COUNTY
Revision Date: Oct 1, 2017
*Manager,
Senior
Bargaining Unit: General/Non-Union
SALARY RANGE
$35.26 - $54.48 Hourly
$2,821.04 - $4,358.58 Biweekly
$73,347.00 - $113,323.00 Annually
Page 1 of 4
Class Code:
13876
PURPOSE OF CLASSIFICATION:
The purpose of this classification is to perform professional engineering design and project
management work involving construction projects for an assigned division.
ESSENTIAL FUNCTIONS:
Provides direction, guidance and assistance to contractors and work crews; coordinates
daily work activities; organizes, prioritizes, and assigns work; monitors status of work in
progress and inspects completed work; confers with contractors and work crews, assists
with complex/problem situations, and provides technical expertise.
Ensures compliance with all applicable codes, laws, rules, regulations, standards, policies
and procedures; ensures adherence to established safety procedures; monitors work
environment and use of safety equipment to ensure safety of employees and other
individuals; interprets construction plans and specifications; researches code books as
needed; initiates any actions necessary to correct deviations or violations.
Consults with division management or other officials to review status of division projects,
review/resolve problems, receive advice/direction, and provide recommendations.
Designs/develops architectural drawings, engineering plans, and specifications associated
with proposed projects; defines design needs; determines design solutions; produces
designs using computer-aided design (CAD) software and drafting instruments; reviews
designs for compliance with applicable laws, codes, and standards; maintains computer
models and provides modeling data to consultants.
Prepares engineering reports, analyses, and records.
Reviews construction plans, designs, design reports, and specifications pertaining to
projects; develops designs, drawings, or maps associated with approved projects; conducts
field checks of proposed designs; makes recommendations concerning improvements,
modifications, design strategies, structural systems, or other aspects of project
development.
Prepares and administers project budgets; submits justifications for budget requests;
monitors expenditures to ensure compliance with approved budget.
Prepares project schedules; monitors progress of project in meeting established schedule.
Coordinates process for bidding and contracting of services; prepares Requests For Proposal
(RFPs) for engineering services, design services, construction services, inspection services,
maintenance services, or other services; prepares bid packages; conducts pre-bid and pre -
construction meetings; issues addendums to clarify questionable issues; participates in
negotiations of scope of services and fees for professional services agreements; makes
recommendations to Boards regarding selection of vendors and awarding of contracts;
compiles contract language, including specifications package.
Coordinates acquisition and/or maintenance of required permitting; researches federal,
state, and local code requirements; coordinates efforts between multiple divisions, co-
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Collier County - Class Specification Bulletin
Page 2 of 4
applicants, and consultants to prepare application documents; develops programs and
reports as required by permit.
Oversees, administers, and coordinates work performed by consultants, contractors, or
other service providers; administers annual maintenance contracts; monitors work to
ensure compliance with terms of contract; reviews invoices and payment requests
submitted by consultants/contractors.
Manages projects during design and construction phases; attends regular project progress
meetings; prepares, reviews, and processes change orders for changes to contracted scope
of work; processes purchase order requisitions, work orders, and invoices; reviews project
progress reports submitted by contractors; monitors adherence to project schedules.
Conducts inspections, monitors work, and maintains records to ensure quality control;
inspects quality of construction work and materials; coordinates final inspections with
contractors and engineers; coordinates project acceptance with other County divisions or
government agencies.
Prepares executive summaries for presentation to Board of County Commissioners, Planning
Commission, or other officials.
Provides technical advice, information, and assistance concerning engineering issues,
project management issues, design/construction activities, and other issues to contractors,
consultants, County staff, public agencies, or others; responds to questions or complaints;
assists in resolving engineering problems, project development issues, or conflicts involving
project participants; recommends solutions to problems.
Coordinates projects and work activities with other divisions, consultants, contractors, sub-
contractors, utility companies, state agencies, outside agencies, or others as needed;
coordinates with utility engineering staff to identify location of existing utilities and conduct
other utility work.
Coordinates public education activities relating to division projects, services, and activities;
coordinates neighborhood programs involving participation of residents, such as resident
traffic teams; speaks to property owners and community organizations and provides
information regarding projects and activities; develops press releases and public information
materials for distribution.
Participates in legal activities relating to projects; attends hearings during court proceedings
and provides depositions; meets with County Attorneys to discuss cases.
Prepares/submits requests for review/changes to ordinances or resolutions.
Prepares or completes various forms, reports, correspondence, executive summaries,
engineering reports, engineering analyses, requests for proposals, requests for
qualifications, specifications, schedules, flow charts, progress/status reports, budget
documents, cost estimates, purchase order requisitions, notices to proceed, work orders,
change orders, punch lists, agendas, action plans, permit applications, permit reports, right-
of-way documents, grant proposals, drawings, designs, maps, or other documents.
Receives various forms, reports, correspondence, statistical reports, land surveys, traffic
counts/studies, drawings, construction plans, design plans, flow charts, design reports,
schedules, bid proposals, permit applications, contracts, change orders, progress reports,
budget reports, invoices, payment requests, insurance certificates, inspection reports,
technical study reports, laboratory reports, photographs, master plans, specifications,
standards, product literature, codes, policies, procedures, trade publications, maps,
manuals, reference materials, or other documentation; reviews, completes, processes,
forwards or retains as appropriate.
Maintains files/records of project documentation, contracts, construction drawings, and
other divisional records.
Operates a motor vehicle, personal computer, drafting tools, survey instruments, camera,
general office equipment, or other equipment as necessary to complete essential functions,
to include the use of word processing, spreadsheet, database, graphics, computer-aided
design (CAD), e mail, Internet, or other computer programs.
Monitors inventory of division equipment and supplies; ensures availability of adequate
materials to conduct projects and work activities; initiates orders for new/replacement
materials.
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Communicates with supervisor, County officials, employees, other divisions, attorneys,
engineers, designers, consultants, contractors, developers, vendors/suppliers, utility
companies, state/federal agencies, the public, community organizations, outside agencies,
and other individuals as needed to coordinate work activities, review status of work,
exchange information, or resolve problems.
Attends various meetings and hearings, serves on committees, and makes presentations as
needed.
Maintains a comprehensive, current knowledge of applicable laws/regulations; maintains an
awareness of new construction methods, materials, trends, and advances in the profession;
reads professional literature; maintains professional affiliations; attends workshops and
training sessions as appropriate.
ADDITIONAL FUNCTIONS
Performs general/clerical tasks, which may include answering telephone calls, making
copies, sending/receiving faxes, filing documentation, or picking up/delivering project
documents.
Provides assistance to other employees or divisions as needed.
Performs other related duties as required.
In the event of declared state of emergency, employees in this classification may be called
to work during days or hours other than those for which they are regularly scheduled.
PERFORMANCE APTITUDES
Data Utilization: Requires the ability to evaluate, audit, deduce, and/or assess data using
established criteria. Includes exercising discretion in determining actual or probable
consequences and in referencing such evaluation to identify and select alternatives.
Human Interaction: Requires the ability to apply principles of persuasion and/or influence
over others in coordinating activities of a project, program, or designated area of
responsibility.
Equipment Machinery, Tools, and Materials Utilization: Requires the ability to operate and
control the actions of equipment, machinery, tools and/or materials requiring complex and
rapid adjustments.
Verbal Aptitude: Requires the ability to utilize a wide variety of reference, descriptive,
advisory and/or design data and information.
Mathematical Aptitude: Requires the ability to perform addition, subtraction, multiplication
and division; ability to calculate decimals and percentages; may include ability to perform
mathematical operations involving basic algebraic principles and formulas, and basic
geometric principles and calculations.
Functional Reasoning: Requires the ability to apply principles of influence systems, such as
motivation, incentive, and leadership, and to exercise independent judgment to apply facts
and principles for developing approaches and techniques to resolve problems.
Situational Reasoning: Requires the ability to exercise judgment, decisiveness and creativity
in situations involving the evaluation of information against sensory, judgmental, or
subjective criteria, as opposed to that which is clearly measurable or verifiable.
ADA COMPLIANCE
Physical Ability: Tasks require the ability to exert light physical effort in sedentary to light
work, but which may involve some lifting, carrying, pushing and/or pulling of objects and
materials of light weight (5-10 pounds). Tasks may involve extended periods of time at a
keyboard or workstation.
Sensory Requirements: Some tasks require the ability to perceive and discriminate colors or
shades of colors, depth, texture, and visual cues or signals. Some tasks require the ability
to communicate orally.
Environmental Factors: Performance of essential functions may require exposure to adverse
environmental conditions, such as dirt, dust, pollen, odors, wetness, humidity, rain,
temperature and noise extremes, fumes, traffic hazards, or bright/dim light.
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Collier County - Class Specification Bulletin
Page 4 of 4
MINIMUM QUALIFICATIONS:
Bachelor's degree in Civil Engineering, Construction Management, Environmental
Engineering, Landscape Architecture, Architecture, or a related field; supplemented by six
(6) years previous experience and/or training that includes project management, civil
engineering, engineering design, construction supervision, budget administration, contract
administration, computer-aided design (CAD) operations, and experience in specific area of
assignment, which may include utilities engineering, transportation engineering, traffic
engineering, landscape design/management, stormwater management, facilities
management, or other area of assignment; or any equivalent combination of education,
training, and experience which provides the requisite knowledge, skills, and abilities for this
job. Must possess and maintain valid State of Florida Professional Engineer (P.E.) license or
obtain one within six (6) months of hire; or must possess and maintain other equivalent
valid licenses as a Licensed Building Architect, a Licensed Geologist or a Licensed Land
Surveyor or obtain the appropriate license within six (6) months of hire depending upon
area of concentration. Must possess and maintain a valid Florida Driver's License with any
applicable endorsements and maintain eligibility requirements and endorsement(s) to drive
a County vehicle as provided in CMA 5805. Fingerprinting required.
SUPPLEMENTAL INFORMATION:
BCC126
Exempt
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Collier County - Class Specification Bulletin Page 1 of 2
Operations
co*ee��"-r County ®Coordinator Class Code:
91006
COLLIER COUNTY
Revision Date: Oct 1, 2017
Bargaining Unit: General/Non-Union
SALARY RANGE
$18.24 - $29.65 Hourly
$1,459.08 - $2,371.92 Biweekly
$37,936.08 - $61,669.92 Annually
PURPOSE OF CLASSIFICATION:
The purpose of this classification is to perform varied administrative technical and advanced
general assistance duties in support of division management staff; to compile information
for use in record keeping and report preparation; to lead and participate in assigned office .
and administrative activities and to provide professional, effective and efficient public
service assistance to the general public. Work involves preparing and processing varied
administrative documents such as payroll, budget, purchasing, etc.; preparing a variety of
operational documents, forms, reports, records and summaries; entering data and
retrieving information from division databases; and maintaining automated and manual
files.
ESSENTIAL FUNCTIONS:
Coordinates the activities of assigned support, administrative, office and technical functions.
Review and processes a variety of internal and external reports, forms, invoices, contracts
and related documents. Prepares related statistical summaries and narrative reports.
Receives and responds to requests, inquiries and complaints from the public, other
jurisdictions and other County divisions, departments and sections. Prepares and proofreads
correspondence for format, accuracy and completeness. Coordinates activities with and
provides information to outside contractors and service providers; attends bid conferences
as required.
Reviews and summarizes a variety of fiscal, statistical and administrative information;
prepares related reports and memoranda. Develops and revises division forms and report
formats, as well as report preparation procedures. Develops, implements and maintains a
variety of file systems.
Performs a variety of administrative duties for the division to include preparing and/or
processing budget, purchasing, payroll and accounting documents. Coordinates the
preparation of budget development documents; tracks expenditures and revenues; and
prepares budget amendments. Records and deposits monies received by the division.
Serves as liaison between assigned division and Support Services divisions, including
Information Technology, Human Resources, Risk Management, and Purchasing.
Enters data into division databases, to include information from administrative functions and
from operational/program activities.
Establishes and maintains automated and manual records and files.
Provides assistance and information to internal and external callers and visitors regarding
the division, its programs and services and the administrative support functions. Refers
callers/visitors to appropriate staff as needed.
Performs special projects as assigned.
Orders office supplies; makes travel arrangements and reservations; and maintains
calendars for management staff or conference rooms.
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Page 2 of 2
Operates a personal computer, telephones, copiers and other general office equipment as
necessary to complete essential functions, to include the use of word processing,
spreadsheet, database, or other system software.
ADDITIONAL FUNCTIONS
Performs other related duties as required.
In the event of a declared state of emergency, employees in this classification may be called
to work during days or hours other than those for which they are regularly scheduled.
PERFORMANCE APTITUDES
Data Utilization: Requires the ability to evaluate, audit, deduce, and/or assess data using
established criteria. Includes exercising discretion in determining actual or probable
consequences and in referencing such evaluation to identify and select alternatives.
Human Interaction: Requires the ability to provide guidance, assistance, and/or
interpretation to others regarding the application of procedures and standards to specific
situations.
Equipment Machinery Tools and Materials Utilization: Requires the ability to operate,
maneuver and/or control the actions of equipment, machinery, tools, and/or materials used
in performing essential functions.
Verbal Aptitude: Requires the ability to utilize a wide variety of reference, descriptive,
advisory and/or design data and information.
Mathematical Aptitude: Requires the ability to perform addition, subtraction, multiplication,
and division; the ability to calculate decimals and percentages; the ability to utilize
principles of fractions; and the ability to interpret graphs.
Functional Reasoning: Requires the ability to apply principles of rational systems; to
interpret instructions furnished in written, oral, diagrammatic, or schedule form; and to
exercise independent judgment to adopt or modify methods and standards to meet
variations in assigned objectives.
Situational Reasoning: Requires the ability to exercise judgment, decisiveness and creativity
in situations involving evaluation of information against measurable or verifiable criteria.
ADA COMPLIANCE
Physical Ability: Tasks require the ability to exert light physical effort in sedentary to light
work, but which may involve some lifting, carrying, pushing and/or pulling of objects and
materials of light weight (5-10 pounds). Tasks may involve extended periods of time at a
keyboard or workstation.
Sensory Requirements: Some tasks require the ability to perceive and discriminate sounds
and visual cues or signals. Some tasks require the ability to communicate orally.
Environmental Factors: Essential functions are regularly performed without exposure to
adverse environmental conditions.
MINIMUM QUALIFICATIONS:
High school diploma or GED; with additional coursework in business, accounting or
secretarial sciences; supplemented by two years of progressively responsible experience
performing clerical work; or any equivalent combination of education, training, and
experience which provides the requisite knowledge, skills, and abilities for this job.
Fingerprinting required.
SUPPLEMENTAL INFORMATION:
BCC114
Non -Exempt
https:Hagency. governmentj obs.comleollierldefaLilt.cfm?action=specbulletin&CIassSpeelD... 2/15/2018
DEBRAH FORESTER, AICD
A motivated, self-starter with over 25 years experience in community planning, redevelopment, and economic
development. An innovative, problem solver with the ability to build consensus. Strong work ethic, excellent
communication skills, and ability to handle complex workload of multidimensional projects. Experienced with
various ethnic and socio-economic populations.
O Comprehensive Plan Development
O Policy Analysis and Research
O Grant Writing and Contract Management
O Capital Project Implementation
O Community and Non -Profit Capacity Building
O Public Outreach and Marketing
O Economic Development
O Program Development
Key Career Accomplishments
® Initiated the legislative process that established the Charlotte County Enterprise Zone and created
the implementing arm to market the economic incentives.
® Spearheaded the Murdock Village Community Redevelopment Agency to advance the $135
million dollar redevelopment program.
® Authored a $2.5 million grant that achieved the national designation as USDA Rural Enterprise
Community.
® Secured over $7 million in grants and local funds to design and construct the signature Harbor
Walk Project in Charlotte Harbor Community Redevelopment Area.
PROFESSIONAL EXPERIENCE
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS NAPLES, FLORIDA
CRA Director July 2017 to present
• Program Manager of the Bayshore Gateway Triangle and Immokalee Community Redevelopment Areas
under the Collier County Community Redevelopment Agency.
• Assisted with Hurricane Irma short-term and long-term recovery efforts in Collier County.
CHARLOTTE COUNTY BOARD OF COUNTY COMMISSIONERS — PORT CHARLOTTE, FLORIDA
Redevelopment Manager 2004 to 2017
• Enterprise Zone Coordinator responsible for technical assistance and marketing economic incentives within
the 16 mile Charlotte County Enterprise Zone.
• Coordinated the entitlement process for an 850 acre redevelopment site owned by Charlotte County/Murdock
Village Community Redevelopment Agency from land acquisition through selection of private selector
developer.
• Program Manager of the Charlotte Harbor and Parkside Community Redevelopment Agencies responsible
for capital improvement projects, administrating micro -grant awards, board liaison, budget and plan
implementation.
• Launched a support organization for startup and existing small businesses to grow and expand. Initiated
participation in Global Entrepreneurship Week/US and Emerging Second -Stage Economic Gardening
Program.
• Developed marketing strategy and retail recruitment campaign for three redevelopment areas.
• Created an annual event, that in its 7th year attracts over 400 participants, to raise community awareness of
the redevelopment area as a safe, sustainable community that will lead to private investment.
• Assisted in the development of post -Hurricane Charley recovery planning and implementation.
DEBRAH FORESTER, AICD
THE FORESTER GROUP INC. — NAPLES, FLORIDA
Page 2
President 2003-2004
® Consultant for community, strategic, and redevelopment planning; policy analysis; comprehensive plan
development; affordable housing strategies; and community outreach and facilitation.
® Provided expertise to non-profit organizations in the areas of capacity building, board management, grant
writing, and development.
THE BONITA BAY GROUP — BONITA SPRINGS, FLORIDA
Senior Policy Planner 2001 — 2003
® Directed company's efforts in Smart Growth Planning; researched and monitored innovative development
and policy initiatives.
• Coordinated special project studies on sustainability issues including environmental, social and fiscal
impacts.
® Assisted in the company's efforts to develop workforce/affordable housing policies throughout the region;
and monitored and provided input on regulatory changes at the state, regional and local levels.
COLLIER COUNTY COMPREHENSIVE PLANNING SECTION — NAPLES, FLORIDA
Chief Planner 1995-2001
® Created the comprehensive master plan for Marco Island that that enabled them to incorporate and form a
new city.
e Developed and managed the Collier County Community Redevelopment Agency that included: agency
creation, plan preparation and implementation for two redevelopment areas.
® Initiated the Main Street Designation for the Immokalee Community which was the first rural,
unincorporated ever awarded.
® Prepared grant applications and received awards for the federal Enterprise Community, the Florida Urban
Infill Implementation Grant and federal VISTA positions.
• Coordinated community and interagency committees to build consensus and develop strategic policy plans.
LEE COUNTY COMMUNITY REDEVELOPMENT AGENCY — FORT MYERS, FLORIDA
Redevelopment Specialist III 1990-1995
* Project manager for three redevelopment areas that included writing, negotiating and monitoring contracts;
project manager for $2 million in construction projects.
® Prepared operating budget, cash flow analysis and annual reports for 11 redevelopment areas.
® Facilitated development of community-based organizations resulting in capital improvements and
additional finding.
Participated in the policy development to improve the quality and affordability of housing in the area.
INTERNATIONAL & DOMESTIC REFUGEE RESETTLEMENT
INTERNATIONAL RESCUE COMMITTEE — BANGKOK, THAILAND
Assistant Supervisor 1985-1988
® Interviewed and prepared refugee cases at Refugee Processing Centers throughout Thailand for
presentation to U.S. Immigration and Consular officers.
e Prepared correspondence and reports to U.S. Congress, various governments, and international agencies.
® Supervised activities of the Immigrant Visa and Humanitarian Parole Office in Bangkok.
DEBRAH FORESTER, AICP
CATHOLIC CHARITIES OF LOUISVILLE—LOUISVILLE, KENTUCKY
Page 3
Resource Developer 1982-1984
® Developed a volunteer program including volunteer assignments, placement, and retention to assist in the
resettlement of refugees in Louisville.
® Recruited churches through public outreach efforts to provide assistance to refugees resettling in
Louisville.
® Organized a women's cooperative industry and prepared and received two grant awards to facilitate the
initiative.
U.S. CATHOLIC CONFERENCE ^- FORT WALTON BEACH, FLORIDA
Regional Volunteer Coordinator 1981-1982
® Conducted on-site evaluations of Refugee Resettlement Offices in nine southeastern states.
® Provided technical assistance on developing and expanding volunteer programs at local resettlement
offices.
® Facilitated Training and educational workshops throughout the U.S. Southeast Region.
INTERNATIONAL CATHOLIC MIGRATION COMMITTEE — BATAAN, PHILIPPINESS
Cultural Orientation Instructor 1981
EDUCATION
Master of Regional Planning
Concentration in Economic Development
UNIVERSITY OF NORTH CAROLINA, Chapel Hill
Bachelor of Science MICHIGAN STATE UNIVERSITY, East Lansing
Major, Environmental Education; teaching certification in math and science
PROFESSIONAL DEVELOPMENT
American Institute of Certified Planners (AICP) 1993 - present
Economic Gardening Program Director Certificate National Center for Economic Gardening
Certified Redevelopment Administrator Florida Redevelopment Association
RECOGNITION & AFFILIATIONS
American Planning Association, Florida Chapter
Roland Eastwood Planner of the Year, Promised Lands Section 2012
Executive Committee Member, APA Florida 2002-2008
President, The Promised Land Section 2002-2004
• Executive Committee Member 1997-2005
Collier County Employee of the Year 1998
Southwest Florida Urban Land Institute (ULI)
Executive Committee Member, 2002 - present
International Council of Shopping Centers (ICSC)
Member 2013 - present
Volunteer in Service to America (VISTA)
Paiute Colony — Lovelock, Nevada 1979-1980
Tami A. Scott
1130 Mulberry Court
Marco Island Florida 34145
Collier County Community Redevelopment Agency Current
Naples Florida, Florida
Responsibilities: Senior Project Manager
Coordinate and Supervise Construction projects within the Bayshore Overlay District.
City of Marco Island April 2013 - 2017
Marco Island, Florida
Responsibilities: Planning and Zoning Manager / Administrator
Supervise a group of six including, environmental specialist, plan reviewers, zoning technician, planning technician. Help fosters
a positive working relationship between City staff, Governmental agencies and the Community. Presents a positive image of the
City of Marco Island, and maintain high standards of courtesy in dealing with the public and with other employees. Solve
disputes and bypass conflicts, whenever possible, between and among developers, design professionals, private citizens, and
other governmental agencies.
Planning and zoning Staff liaison for the Planning Board maintain a close working relationship with the Board, assisting its
chairperson in conducting meetings and hearings; making effective presentations and provide board with petitioner's material and
information packages which are complete, digestible, and delivered on time. Attend and participates in planning board meetings,
City council meetings, public workshops and seminars.
Collier County Growth Management 2012 — 2013
Naples, Florida
Responsibilities: Senior Planner
Meet with property and business owners to discuss their planning needs and concerns. Conduct plan review of proposed site
development and site improvement plans for compliance with the Collier County Land Development Code (LDC); Provide the
public with information related to the status of projects; assist the public with any questions related to zoning and development
regulations; answer questions from the public concerning population, demographics, and redevelopment issues.
Icon Architecture 2006 - 2012
George Town, Cayman Islands
Responsibilities: Principal Architect - Firm Manager -Project Manager
Icon Architecture is a full service Architectural firm providing everything from Feasibility Studies, Schematic design,
Construction Documents right through to Construction Administration. Grand Cayman is a small Island and as such our firm
provided a wide variety of services for all types of projects and construction methods. Residential, Tenant Fit -out, Commercial
and Industrial. I was both the Manager of Icon Architecture as well as a Senior Project Architect.
As Senior Project Architect my duties included initial project scope meeting, pre paring project deliverables and fee outline,
Coordinate subcontractor team, programming, code review, schematic design concepts, prepare presentation materials, schedule
deliverable deadlines and coordinate construction documents / drawing package for procurement and permitting.
The Design Studio 1998 - 2006
Wolfeboro, New Hampshire
Responsibilities: Principal Architect - Firm Manager -Project Manager
The Design Studio was a Residential Design firm providing Design and Project Management services for all types of projects.
New construction, Additions, Boat houses, kitchen and Bath remodel. Our projects ranged in size from 300 square feet\ to 8,500
square foot residence and everything in between. Construction cost ranged for m $20,000 to $4,000,000 million.
My responsibilities included initial client consultation, code review, Site analysis, Design Development, Construction
Documents, Interior Design, Bidding and Negotiating, and Construction Administration and Project Management. Additional
duties included the day to day responsibilities of owning a small business such as billing, invoicing, hiring staff, payroll, handling
insurance issues, and house cleaning.
I was involved with over 180 projects of all sizes, types and complexity with The Design Studio. I worked very hard for my
clients. It was a wonderful experience to be a part of so many successful projects and had so many happy appreciative clients.
Group 70 International 1989- 1992
Honolulu, Hawaii
Responsibilities: Production -Construction Documents
Group 70 is an award-winning multi -faceted firm providing planning, civil, architectural, and interior design services.
I was involved in two projects: The Four Seasons Maneli Bay Hotel and Koele Lodge, both hotels are located on the Island of
Lanai. My primary duties included construction document production. Once construction started on the hotels, I was put in
charge of answering RFPs for Maneli Bay, an overwhelming task; however, great learning experience.
Moore Homes Incorporated 1986 - 1989
Lexington, Massachusetts
Responsibilities: Production -Construction Documents
Moore Homes is a design build construction company dealing mainly in residential development. Land acquisitions, subdivide
the parcels, install the infrastructure, construct the homes, and direct sales. Full service developers, one stop shop.
Education
Wentworth Institute of Technology Boston, Massachusetts 02134 Bachelors of Science in Architecture
University of New Hampshire: Thomson School of applied Science, AutoCAD Certification Courses
Boston Architectural Center: ARE Prep Courses
Middlesex Community College: Bedford Massachusetts: Interior Design Courses
Memberships and Certification
RIBA: Royal Institute of British Arch itects20001344
AIA: American Institute of Architects: 30173698
AIBD: American Institute of Building Designers: 313417
licensed Contractor / Construction Supervisor: Ma 073685
Certified Professional Building Designer: 30103
Certified AutoCAD operator: 472143
1434 Everglades Blvd. S. Cell Phone 239-778-6585
Naples, FI 34117 E-mail:
sh idevgarcia(cDcol li ergov. net
Shirley M. Garcia
Summary of 2005 Atlantic Bonding Co., Inc.
qualifications Notary Public
■ I became a Notary in 2005 while working for Code Enforcement and
my commission expires in 1/2022.
Education 2009 Florida Gulf Coast University Ft. Myers, FI
FI Association of Code Enforcement
All certifications are current and valid FACE I & II
2015 Florida Department of Environmental Protection Ft. Myers, A
Certified Stormwater Management Inspector
2015 Hodges University Naples, FI
Bachelors in Legal Studies
2013 Hodges University Naples, FI
Associates Degree Para Legal
1996-1997 Keiser University Fort Lauderdale, FL
Travel & Hospitality Mgmt.
■ Graduated as a Travel Agent and was referred to a wholesale
Yugoslavian Travel Agency based out of Fort Lauderdale, FI
1991 Broward Community College Pompano Beach, FI
Business Marketing
■ Data Processing
■ Word Processing
Professional 1/2016 -Current Bayshore Gateway CRA Naples, FI
experience Operations Coordinator
■ Maintain all CRA owned properties and ensures compliance with all
Codes and Ordinances. Review and processes a variety of internal
and external report, forms, invoices, contracts, and related
documents. Prepares related statistical summaries and narrative
reports. Receives and responds to requests, inquiries and complaints
from the public, other jurisdictions and other County divisions,
departments and sections. Prepares and proofreads correspondence
for format, accuracy and completeness. Coordinates activities with
and provides information to outside contractors and service
providers; attends bid conferences as required. Reviews &
summarizes a variety of fiscal, statistical & administrative information;
prepares related reports and memoranda. Develops and revises
department forms and report formats, as well as report preparation
procedures. Develops implements and maintains a variety of file
systems. Performs a variety of admin duties for the dept. to include
preparing and/or processing budget, purchasing, timekeeping and
accounting documents. Coordinates the preparation of budget
development documents; tracks expenditures and revenues; and
prepares budget amendments. Records and deposits monies
received by the department. Serves as a liason between assigned
departments and support services departments, including IT, Human
Resources, Risk Mgmt., and Purchasing. Enters data into
department database, to include information from admin functions
and from operational/program activities. Establishes and maintains
automated and manual records and files. Provides assistance and
information to internal and external callers and visitors regarding the
department, its programs and services and the administrative support
functions. Refers callers/visitors to appropriate staff as needed.
Performs special projects as assigned, order office supplies, makes
travel arrangements and reservations; and maintains calendars for
mgmt staff and conference rooms. Operates a personal computer,
telephone, copiers and other general office equipment as necessary
to complete essential functions, to include the use of word
processing, spreadsheet, database, or other system software.
Assists Public with all community concerns addresses them in a
timely manner and ensures the public health, safety and welfare is
adhered to. I am the safety and department coordinator for FEMA
reimbursement as well as maintain the inventory of all purchased
assets in the agency. Minute taker for monthly meetings held for the
E. Naples Task Force Team. Handles all accounts receivable and
payables through the Clerk of Courts Finance division. Maintain CRA
vehicle and updates driving log and ensure staff is in compliance with
the Driver CMA's, process all the invoices for Bayshore MSTU, assist
with projects for the MSTU, handle any insurance claims through risk,
all insurance updates to risk mgmt., update all properties owned by
the CRA to Risk and keep all assets inventory records and reports to
Finance annually (property officer). Assists the public with Code
issues, drainage, sidewalks and road problems, maintain all office
equipment, rental properties and office maintenance for CRA staff.
Assist with events for the Bayshore CRA, all other duties as
assigned.
6/2010-1/2016 Collier County Code Enforcement Naples, FL
Code Investigator
In this position, I Research and enforce compliance with local, state,
and federal building, zoning, signs, flood, property maintenance, and
various general nuisance ordinances, codes, and regulations.
Interprets code requirements for contractors, homeowners, engineers,
architects, and attorneys. Assists with the development, drafting and
revisions to County ordinances based on observations in the field.
Performs pro -active patrols of assigned area within the county to
detect violations; removes signs on right-of-way along roadways.
Performs specialized tasks as assigned relating to management and
enforcement of garbage collection contract ensuring haulers,
containers, and services comply with all county codes and ordinances.
Receives, investigates, and validates complaints of violations to the
county's ordinances, codes, and regulations in relation to the most
common violations regarding operational and tag requirements of all
vehicles, parking and storage requirements of recreational vehicles,
prohibition of weeds, litter and exotics, fence permits, prohibited uses
of unimproved property, vertical construction requirements, canopy
tents and/or shade permit requirements, and regulations pertaining to
the number and type of animals in residential areas. Obtains witness
and/or complainant statements. Checks cab drivers and limousine
drivers to insure they meet minimum standards for licensure. Performs
vehicle inspection checks to insure the safety of riders for those
licensed under the Public Vehicle Ordinance. Plans, schedules and
performs general or specialized field inspections of an environmental
nature; on existing buildings, structures, grounds, signs, and/or
construction sites; inspects Planned Unit Development for compliance;
checks Temporary Use Permits for compliance as directed by the
Planning Department. Performs on-site inspections pertaining to
assigned specialty such as in home inspections, observing new
signage and changes to existing signs, and/or various health and
safety related nuisance issues. Reviews blueprints, plats, and various
maps; ensures structures are constructed to plan or waste materials
are disposed of properly. Obtains and preserves evidence of violations;
determines property sizes; takes photographs, documents ordinance
violations. Informs citizens and business owners of violations and
explains problems; prepares issues and/or posts warnings, notices of
violations and citations for code violations; issues citations and notices
to appear to violators. Performs research to determine ownership,
location and legal description of the property, zoning requirements, and
other concerns; obtains property deeds; researches permits.
Re -inspects properties to ensure infraction has been abated and
properties are in compliance with all regulations. Prepares and reviews
legal documents used in the prosecution of violators and attends
hearing to provide testimony. Prepares legal documents to obtain
inspection warrants. Negotiate and draft stipulated agreements for
presentation in the appropriate legal forum. Acts as prosecutor for the
County and presents code violation cases (or citations) before the
Special Master or the Code Enforcement Board for adjudication.
Reviews case files for prosecution; prepares for, attends, and testifies
in Code Enforcement Board hearings, Office of Special Masters
hearings, courtroom hearings and judicial proceedings. Serves as
liaison between county departments (e.g. Parks and Recreation),
contractors, citizens or business owners to correct violations.
Responds to questions, complaints and requests for
information/assistance from the general public, civic groups,
business/property owners, court personnel, contractors, various
agencies, employees, officials, supervisors, or other individuals
regarding the most common violations. Develops proactive plans to
address community issues to include sweeps for violations and
community education programs. Establishes and maintains positive
public relations; attends community meetings; informs and educates
business owners and homeowners on code issues and regulations.
Enters signs, property, and violation photographs and other information
into a computer database; retrieves, reviews or organizes case
information using computer database; verifies accuracy of data; makes
corrections as appropriate. Documents all activity conducted in
assigned position; reviews status of cases and follows up as
necessary. Researches Site Improvement Plans, Site Development
Plans, and Plan Unit Development documents; researches amending
the Land Development Code; drafts changes as necessary.
Prepares and/or receives a variety of forms, logs, requests, records,
reports, correspondence, and other documents associated with daily
responsibilities of this position; reviews, completes, processes,
approves, forwards, maintains, and/or takes other action as
appropriate; prepares and maintains files and records. Operates a
personal computer, printer, calculator, copy and facsimile machines,
telephone, radio, or other equipment as necessary to complete
essential functions, to include the use of word processing,
spreadsheet, database, or other system software. Operates a motor
vehicle to perform work activities. Provides timely response to all
correspondence. Trains and mentors new Code Enforcement
Investigators; substitutes for co-workers during their temporary
absence; provides guidance, training, and/or assistance to other
department personnel. Oversees contracts for operational services;
inspects residential and commercial garbage collection routes to
ensure proper service. May investigate damages done to or by county
vehicles while performing county services. Maintains current field and
code manuals, policy and procedures, employee handbooks, various
maps, addresses, and related material for reference and/or review.
Attends staff meetings, seminars, and in-service training sessions as
required to remain knowledgeable of departmental and county
operations, to promote improved job performance. Stays current with
changing inspection techniques, policies, procedures, codes, and laws.
Performs other related duties as required. In the event of a declared
state of emergency, employees in this classification may be called to
work during days or hours other than those for which they are regularly
scheduled. Customer Svc. Position- Prepares department records,
reports and forms; prepares correspondence and letters; receives
documents and/or retrieves information from drafts, summaries,
databases or other source documents; and incorporates information
into prepared materials; and proofreads for accuracy and
completeness. Copies and distributes documents as appropriate.
Prepares and processes administrative documents (i.e. payroll,
accounts payable, invoices, etc.). Prepares and processes
program/operational documents (permits, work orders, project records,
etc.). Researches, assembles and compiles information needed to
complete documents. Answers Department telephones; assists callers
with questions regarding department programs, services or
procedures; refers callers to other staff members as appropriate; and
takes messages. Receives screens and assists visitors and/or
customers; provides information; and/or directs visitors to appropriate
staff member or department. Provides information regarding
department programs; explains policies and procedures; receives
applications, payments, requests and/or complaints; and researches
and provides information from department databases or records as
requested. Provides forms, applications, receipts or other documents
to visitors/customers upon request. Assists customers with completing
forms. Establishes updates and maintains information in automated
information systems; enters operational, account, and/or program
information into databases; retrieves data from databases; creates new
spreadsheets/files; and purges old data. Researches information from
databases as requested. Generates reports, logs and listings from
databases. May include scanning paper documents into digital
database. Prepares and maintains department files and records to
include files of department correspondence, program records, legal
documents, etc.; photocopies documents and distributes and/or files;
and requests information from other departments as necessary to
complete department records/files. Receives, dates and distributes
incoming mail. Prepares outgoing mail.
4/2008-2/2010 Collier County CRA Naples, FL
Operations Coordinator
Maintain all CRA owned properties and ensures compliance with all
Codes and Ordinances. Review and processes a variety of internal
and external report, forms, invoices, contracts, and related
documents. Prepares related statistical summaries and narrative
reports. Receives and responds to requests, inquiries and complaints
from the public, other jurisdictions and other County divisions,
departments and sections. Prepares and proofreads correspondence
for format, accuracy and completeness. Coordinates activities with
and provides information to outside contractors and service
providers; attends bid conferences as required. Reviews &
summarizes a variety of fiscal, statistical & administrative information;
prepares related reports and memoranda. Develops and revises
department forms and report formats, as well as report preparation
procedures. Develops implements and maintains a variety of file
systems. Performs a variety of admin duties for the dept. to include
preparing and/or processing budget, purchasing, timekeeping and
accounting documents. Coordinates the preparation of budget
development documents; tracks expenditures and revenues; and
prepares budget amendments. Records and deposits monies
received by the department. Serves as a liason between assigned
departments and support services departments, including IT, Human
Resources, Risk Mgmt., and Purchasing. Enters data into
department database, to include information from admin functions
and from operational/program activities. Establishes and maintains
automated and manual records and files. Provides assistance and
information to internal and external callers and visitors regarding the
department, its programs and services and the administrative support
functions. Refers callers/visitors to appropriate staff as needed.
Performs special projects as assigned, order office supplies, makes
travel arrangements and reservations; and maintains calendars for
mgmt staff and conference rooms. Operates a personal computer,
telephone, copiers and other general office equipment as necessary
to complete essential functions, to include the use of word
processing, spreadsheet, database, or other system software.
Assists Public with all community concerns addresses them in a
timely manner and ensures the public health, safety and welfare is
adhered to. I am the safety and department coordinator for FEMA
reimbursement as well as maintain the inventory of all purchased
assets in the agency. Minute taker for monthly meetings held for the
E. Naples Task Force Team. Handles all accounts receivable and
payables through the Clerk of Courts Finance division. Maintain CRA
vehicle and updates driving log and ensure staff is in compliance with
the Driver CMA's, process all the invoices for Bayshore MSTU, assist
with projects for the MSTU, handle any insurance claims through risk,
all insurance updates to risk mgmt., update all properties owned by
the CRA to Risk and keep all assets inventory records and reports to
Finance annually (property officer). Assists the public with Code
issues, drainage, sidewalks and road problems, maintain all office
equipment, rental properties and office maintenance for CRA staff.
Assist with events for the Bayshore CRA,
2005-2008 Collier County Code Enforcement Naples, FL
Administrative Secretary
Process all Parking, False Alarm(for Code Enforcement & Sheriffs),
Public Utilities and Domestic Animals Citations, Park Rangers (if not
paid made sure that it was sent to collections or Special Magistrate to
impose liens), Process payments for all Citations and other Misc.
required, sent mass mailing of reminder letters for unpaid citations,
Liens, Liens searches, code violation search, payoffs for Title
Companies, Release of Liens, Executive Summary for the Lien
request as well as request for Release of Liens, assist other
Departments as needed with any of the above, was the Secretary for
the CEB, Special Masters, processed all the Hearing for both, had to
ensure that the appropriate paperwork are within the guidelines of the
Ordinance and processed according to the Ordinances of the County
and State. Liaison between all the appropriate departments to ensure
that all staff were notified of the scheduled hearings and dates and
times (Sheriff Officers, Code Enforcement Investigators, Public
Utilities Investigators and DAS Investigators & Park Rangers
scheduled all the Hearings in the Board Room, Re -Scheduled as
needed with new dates, different available rooms, made sure all the
communications department was aware of new dates and times for
televised availability, did all the notice of hearing mailings(certified),
copied all Hearing packets, made sure all of the Hearing packets
were sent to all the appropriate parties on the scheduled deadline,
assisted with creating legal forms with the approval of the Legal
Department, archiving, maintain the Special Assessments program
(interest, etc.), Lot Mowing Invoicing, Rental Inspection Fee Invoicing,
and Demolition Invoices as well as create and maintain a
spreadsheet to follow up on payment status, send to Special Master
through the Executive Summary process if not paid(lot mowing &
Demo), to ensure that the property is liened in a timely manner, send
to the Board of County Commissioners all Releases and
Satisfactions with an Executive Summary, Scan into Novus and
routing slip for appropriate approval, send to Collections if not paid for
Rental Inspection Fees, maintain uniform orders and problems for
the investigative staff, maintain all the equipment and truck inventory
for the investigative staff, Order and maintain all office supply orders
and maintain the neatness of the storage, maintain all office
equipment for both the Immokalee extension office as well as the
Horseshoe Dr. office, surplus any office machines that are no longer
used or no other department wants, used Novus, SAP, CD Plus,
Special Assessments program, Excel, Access. Assist with Vehicle for
Hire program, Driver ID, Decaling vehicles, rental registration
program, filing, and archiving and entering info for VFH and retrieval
for this info from storage. Public Records Request is also assigned to
me. Assist customers at front counter as well as the phone and all
other miscellaneous duties assigned by the immediate and all other
supervisors. Interpret Spanish to all investigative staff and front
operations staff.
2003-2005 City of Fort Lauderdale Public Services Ft. Lauderdale,
FL
Clerk
■ Maintain Central file room for all of Public Services, filing, sorting and
retrieval of all documents as needed. Back up the courier, order all
control forms for all of Public Services Departments, Maintain the
Large Water and Wastewater User Contracts and retrieve as
necessary, records retention coordinator for all of the Public Services
Division, copying, filing, faxing, ordering and maintaining all office
supplies, maintain office machines and storages. Prepare and send
to surplus for PBS Dept., order & organize all of the janitorial
contractor duties and extra projects, prepare all informational packets
for Water/Wastewater presentations by staff as well as environmental
info. Maintain all office equipment. Assist with Answering Multi Line
phone system. All misc. duties assigned by the immediate
Supervisor.
2004-2005 Abbott Appliances Pompano Beach, FL
Secretary (secondary employment Saturday -Sunday)
■ Process all Client information into Client Profiles Database, delete all
duplicates prior to doing mass mailing for Holiday Promotions,
answer multi lined phones, assist customers on the phone or in
person, calendar and set up all appts. for Service Techs, maintain
calendars for the techs, filing, faxing and maintain office equipment.
2002-2003 Waddell & Reed Financial Investments La Grange, IL
Financial Advisors Asst.
■ Help Clients with financial information; fill out financial statements
regarding mutual funds, 401 K, etc. Review new client info and enter
in profiles, answer multi -line phone system, fax, copy file, check
status of funds, reports, maintain and order all office supplies.
2001-2002 Robert Gluck, Esq. Plantation, FL
Secretary/Receptionist
New Client intake, update all client profiles in computer and paper
files, typing insurance requests, QuickBooks for accounts payable,
answering multi -lined phone, calendaring court dates and client
appts. Filing, faxing, copying and all mail sorting and running through
stamp machine. Some light bookkeeping. Maintain all office
equipment and supplies; greet all clients and the public, requesting
settlement offers for the Attorney.
2001-2001 Adult Probation South Pima County Tucson, AZ
Receptionist
■ Answer multi lined phones, assist defendants on the phone or in
person, assist the probation officers with their defendants giving
breathalyzers, assisting other government agencies with information,
filing and changing over files. Interpret for Spanish speakers to all
staff.
2000-2001 Tretschok & McNamara Tucson, AZ
File Clerk
■ Organize files for Hearings, schedule new client interviews, filing for a
partner and an associate Attorney, Data Entry in client profiles, and
alpha micro systems, Receptionist duties including multi -line phones,
keeping client information current in the computer system as well as
client files. In charge of files from the office of Hearing and Appeals,
checking subpoenas in the files from the Industrial Commission of
Arizona. Retrieving messages from the answering machine as well
as distributing messages via email.
2000-2000 Garcia's Restaurant Tucson, AZ
Waitress/Service Bar(secondary employment nights &
weekends)
■ Customer Service, keeping organized tables and orders for food &
drinks, cashier, expediting on the food line, working the service bar
on weekends.
1998-1999 Broward County Courthouse 17th Judicial Circuit Court
Fort Lauderdale, FL
Docket Clerk /Felony Division
■ Scheduling Deft. Court dates for Judges, Calendaring, and preparing
arraignments, calendar call dockets for the following days, weeks and
months. Filing dept. motions and letters, filing other Governmental
Agencies motions, assisting with other Judges dockets when the
assigned Docket Clerk is out on leave or ill, finding files for Court
Hearings and comparing info from the files against deft charges.
Checking Broward Sheriffs computer system for deft. location and
previous criminal histories. Assisting the Bail Bonds with the refunds
of posted bail and assisting with warrants as necessary when Deft.
does not appear for Court. Assist Judges Assistants with any
necessary duties or assignments as determined by the Judges.
1997-1999 Mikado Japanese Restaurant Ft. Lauderdale, FI
Waitress/Bartend(secondary employment nights & weekends)
■ Payroll, Customer Service, arrange menu concepts, keeping
organized tables and orders for food & drinks, cashier, expediting on
the food line assisting Sushi chefs as needed, Train new employees.
Languages I speak Spanish fluently and a little Japanese.
References
Joe Mucha — Collier County Code Enforcement
Annie Alvarez- Regional Mgr Collier County Parks & Recs
Objective My objectives are to further my education. I am also interested in a
career where I have an opportunity to learn and grow and enhance my
abilities through training, seminars or the necessary means to be an
attribute to the position, the Department, the County or Municipality,
fellow employees and the public.
Bayshore Gateway Triangle CRA.Bayshore Beautification MSTU
Haldeman Creek MSTU
STATE OF FLORIDA CERTIFICATE OF GOOD STANDING
The Collier County Community Redevelopment Agency - Bayshore Gateway Triangle
Community Redevelopment Area does not have, nor required to comply with a Certificate of
Good Standing.
It is a Special Taxing Unit of Collier County Government formed under State of Florida Statutes
Chapter 163. The Collier County Board of County Commissioners is the ex -officio governing
board of the Collier County Community Redevelopment Agency.
10 -B 40 "w
Bayshore Gateway Triangle CRA .Bayshore Beautification MSTU
Haldeman Creek MSTU
TWO (2) YEAR AUDIT REPORTS
The Collier County Community Redevelopment Agency - Bayshore Gateway Triangle
Community Redevelopment Area is submitting the County CAFR under separate cover. The
document is too large to attach to the application.
It is a Special Taxing Unit of Collier County Government formed under State of Florida Statutes
Chapter 163. The Collier County Board of County Commissioners is the ex -officio governing
board of the Collier County Community Redevelopment Agency.
ACKNOWLEDGEMENT LETTER
All applicants shall incorporate this letter in the grant application on the organization's
letterhead. This will be page 2 of the application packet following the checklist.
February 20, 2018
Ms. Kimberley Grant, Director
Collier County Community and Human Services
3339 E. Tamiami Trail, Suite 211
Naples, FL 34112
RE: Request for Funding under the FY2018-2019 Grant Application Cycle
Dear Ms. Grant and members of the Ranking and Review Committee:
I have read the Collier County Community and Human Services (CHS) application for
FY2018-2019 HUD funding. On behalf of Bayshore/Gateway Triangle Community
Redevelopment Agency (BGTCRA) as the duly authorized signatory for
Bayshore/Gateway Community Redevelopment Agency (BGTCRA), I agree to and accept
the terms, specific limitations, and conditions expressed therein. The information
contained in this proposal or any part thereof, including exhibits, schedules and other
documents, delivered to the County are true, accurate and complete. This application
includes all information necessary to ensure the statements therein do not, in whole or
in part, misrepresent or mislead the County as to any material facts.
By signing below, the undersigned acknowledges that he/she has read and understands
the Certifications attached hereto and, if awarded funds, as applicable, the Applicant will
be able to comply fully with the provisions of those Certifications and will be able to
comply with all additional applicable federal, state and local requirements, including
procurement and financial management. Applicant also acknowledges that if a funding
recommendation is made for less than the full amount applied for, additional
documentation including a revised budget, scope of work and proposed
accomplishments may be requested prior to final funding determinations. The County
reserves the right to verify that the authorized signature above is authorized to bind the
Applicant (on behalf of the Organization) and may require the applicant to submit
documentation verifying such authority.
Sincerely,
Signature of Agency Representative
Leo Ochs, County Manager
Name and Title
ATTESTATIONS AND CERTIFICATIONS FOR ALL APPLICATIONS
AFFIDAVIT OF COMPLIANCE WITH FEDERAL, STATE, LOCAL REGULATIONS
The undersigned certifies that the information in this application is true and correct. The
undersigned further certifies that they are aware that if Collier County CHS finds that the
applicant or undersigned has engaged in fraudulent actions or intentionally misrepresented
facts on this application, this application will, be rejected and the applicant may be unable to
participate in any program for three (3) fiscal years.
In applying for CDBG/HOME/ESG funds, the applicant has read, understands and agrees to
comply with all the provisions of all federal regulations issued thereto by the U.S. Department
of Housing and Urban Development, state and local regulations and laws.
1. 24 CFR 570, as amended - The regulations governing the expenditure of Community
Development Block Grant (CDBG) funds.
2. 24 CFR 58 -The regulations prescribing the Environmental Review procedure.
3. Section 104(b) and Section 109 of Title I of the Housing and Community Development Act of
1974 as amended
4. Title VI of the Civil Rights Act of 1964 as amended, Title VIII of the Civil Rights Act of 1968 as
amended
5. 24 CFR 570.601 Subpart K - The regulations issued pursuant to Executive Order 11063 which
prohibits discrimination and promotes equal opportunity in housing.
6. Executive Order 11246 ("Equal Employment Opportunity"), as amended by Executive
Orders 11375 and 12086 - which establishes hiring goals for minorities and women on
projects assisted with federal funds and as supplemented in Department of Labor
regulations.
7. Title VII of the 1968 Civil Rights Act as amended by the Equal Employment Opportunity Act
of 1972, 42 USC § 2000e, et. seq. The SUBRECIPIENT will, in all solicitations or
advertisements for employees placed by or on behalf of the SUBRECIPIENT, state that it is
an Equal Opportunity or Affirmative Action employer.
8. 24 CFR 135 — Regulations outlining requirements of Section 3 of the Housing and Urban
Development Act of 1968, as amended. Compliance with the provisions of Section 3 of the
HUD Act of 1968, as amended, and as implemented by the regulations set forth in 24 CFR
135, and all applicable rules and orders issued hereunder prior to the execution of this
contract, shall be a condition of the Federal financial assistance provided under this
contract and binding upon the COUNTY, the SUBRECIPIENT and any of the SUBRECIPIENT's
Sub -recipients and subcontractors. Failure to fulfill these requirements shall subject the
COUNTY, the SUBRECIPIENT and any of the SUBRECIPIENT's Sub -recipients and
subcontractors, their successors and assigns, to those sanctions specified by the Agreement
through which Federal assistance is provided. The SUBRECIPIENT certifies and agrees that
no contractual or other disability exists that would prevent compliance with these
requirements.
The SUBRECIPIENT further agrees to comply with these "Section 3" requirements and to
include the following language in all subcontracts executed under this Agreement:
"The work to be performed under this Agreement is a project assisted
under a program providing direct Federal financial assistance from HUD
and is subject to the requirements of Section 3 of the Housing and Urban
Development Act of 1968, as amended (12 U.S.C. 1701). Section 3
requires that to the greatest extent feasible opportunities for training
and employment be given to low- and very low-income residents of the
project area, and that contracts for work in connection with the project
be awarded to business concerns that provide economic opportunities
for low- and very low-income persons residing in the metropolitan area
in which the project is located."
The SUBRECIPIENT further agrees to ensure that opportunities for training and
employment arising in connection with a housing rehabilitation (including reduction and
abatement of lead-based paint hazards), housing construction, or other public
construction project are given to low- and very low-income persons residing within the
metropolitan area in which the CDBG-funded project is located; where feasible, priority
should be given to low- and very low-income persons within the service area of the
project or the neighborhood in which the project is located, and to low- and very low-
income participants in other HUD programs; and award contracts for work undertaken
in connection with a housing rehabilitation (including reduction and abatement of lead-
based paint hazards), housing construction, or other public construction project to
business concerns that provide economic opportunities for low- and very low-income
persons residing within the metropolitan area in which the CDBG-funded project is
located; where feasible, priority should be given to business concerns that provide
economic opportunities to low- and very low-income residents within the service area
or the neighborhood in which the project is located, and to low- and very low-income
participants in other HUD programs.
The SUBRECIPIENT certifies and agrees that no contractual or other legal incapacity
exists that would prevent compliance with these requirements.
9. Age Discrimination Act of 1975, Executive Order 11063, and Executive Order 11246 as
amended by Executive Orders 11375, 11478, 12107 and 12086.
10. Contract Work Hours and Safety Standards Act, 40 USC 327-332.
11. Section 504 of the Rehabilitation Act of 1973, 29 USC 776(b) (5), 24 CFR 570.614 Subpart K.
12. The Americans with Disabilities Act of 1990
13. Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as
amended.
14. 29 CFR Parts 3 and 5 - Regulations which prescribe the payment of prevailing wages and the
use of apprentices and trainees on federally assisted projects as mandated by the Davis -
Bacon Act. HUD Form 4010 must be included in all construction contracts funded by CDBG.
(See 42 USC 276a and 24 CFR 135.11(c)).
15. Executive Order 11914 - Prohibits discrimination with respect to the handicapped in
federally assisted projects.
16. Executive Order 11625 and U.S. Department of Housing and Urban Development Circular
Letter 79-45 - which prescribes goal percentages for participation of minority businesses in
Community Development Block Grant Contracts.
17. The SUBRECIPIENT agrees to comply with the non-discrimination in employment and
contracting opportunities laws, regulations, and executive orders referenced in 24 CFR
570.607, as revised by Executive Order 13279. The applicable non-discrimination provisions
in Section 109 of the HCDA are still applicable.
18. Public Law 100-430 - the Fair Housing Amendments Act of 1988.
19.24 CFR 84 - Uniform Administrative Requirements for Grants and Agreements with
Institutions of Higher Education, Hospitals and Other Non -Profit Organizations.
20. 24 CFR 85 - Administrative Requirements for Grants and Cooperative Agreements to State,
Local, and Federally recognized Indian Tribal Governments shall be followed for sub
recipients that are governmental entities.
21. Immigration Reform and Control Act of 1986 as located at 8 USC 1324, et seq. and
regulations relating thereto. Failure by the SUBRECIPIENT to comply with the laws
referenced herein shall constitute a breach of this agreement, and the County shall have the
discretion to unilaterally terminate this agreement immediately.
22. 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.
23. Order of Precedence - In the event of any conflict between or among the terms of any of
the Contract Documents, the terms of the Agreement shall take precedence over the terms
of all other Contract Documents, except the terms of any Supplemental Conditions shall
take precedence over the Agreement. To the extent any conflict in the terms of the
Contract Documents cannot be resolved by application of the Supplemental Conditions, if
any, or the Agreement, the conflict shall be resolved by imposing the more strict or costly
obligation under the Contract Documents upon the Contractor at Owner's discretion.
24. 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. Any situations when negotiations,
litigation and/or mediation shall be attended by representatives of SUBRECIPIENT 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. Should
either party fail to submit to mediation as required hereunder, the other party may obtain a
court order requiring mediation under § 44.102, Florida Statutes. The litigation arising out
of this Agreement shall be Collier County, Florida, if in state court and the US District Court,
20th Judicial Court of Florida, if in federal court. BY ENTERING INTO THIS AGREEMENT,
COLLIER COUNTY AND THE SUBRECIPIENT EXPRESSLY WAIVE ANY RIGHTS EITHER PARTY
MAY HAVE TO A TRIAL BY JURY OF ANY CIVIL LITIGATION RELATED TO, OR ARISING OUT OF,
THIS AGREEMENT.
25. The SUBRECIPIENT agrees to comply with the following requirements:
a. Clean Air Act, 41 USC 7401, et seq.
b. Federal Water Pollution Control Act, 33 USC 1251, etseq., as amended.
26. In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 USC
4002 and 24 CFR 570.605 Subpart K), the SUBRECIPIENT shall assure that for activities
located in an area identified by FEMA as having special flood hazards, flood insurance under
the National Flood Insurance Program is obtained and maintained. If appropriate, a letter
of map amendment (LOMA) may be obtained from FEMA, which would satisfy this
requirement and/or reduce the cost of said flood insurance.
27. The SUBRECIPIENT agrees that any construction or rehabilitation of residential structures
with assistance provided under this contract shall be subject to HUD Lead -Based Paint
Poisoning Prevention Act found at 24 CFR 570.608, Subpart K.
28. The SUBRECIPIENT agrees to comply with the Historic Preservation requirements set forth
in the National Historic Preservation Act of 1966, as amended (16 U.S.C. 470) and the
procedures set forth in 36 CFR Part 800, Advisory Council on Historic Preservation
Procedures for Protection of Historic Properties, insofar as they apply to the performance of
this agreement.
In general, this requires concurrence from the State Historic Preservation Officer for all
rehabilitation and demolition of historic properties that are fifty years old or older or that
are included on a federal, state or local historic property list.
29. The SUBRECIPIENT must certify that it will provide drug-free workplaces in accordance with
the Drug -Free Workplace Act of 1988 (41 USC 701).
30. The SUBRECIPIENT agrees to comply with the following Payments to the Subrecipient are
governed by the Federal grants management rules for cost allowability found at 2 CFR 200
Subpart E -Cost Principles. For the purposes of this section, Subrecipient is defined as a
described in 2 CFR 200.93. Accordingly, payments will be made on a cost reimbursement
basis. Each request for reimbursement shall identify the associated project and approved
project task(s) listed under this Scope of Work. The Subrecipient may only incur direct costs
that may be attributed specifically to the projects referenced above as defined in 2 CFR
200.413. The Subrecipient must provide adequate documentation for validating costs
incurred. Payments to Subrecipient's contractors and vendors are conditioned upon
compliance with the procurement requirements provided for in 2 CFR 200.318. Allowable
costs incurred by the Subrecipients and Contractors shall be in compliance with 2 CFR
Subpart E -Cost Principles. A Developer is not subject to 2 CFR Subpart E, however the
County is Subject to 2 CFR Subpart E and may impose requirements upon the Developer in
order for the County to remain compliant with its obligation to follow 2 CFR Subpart E. The
Developer will use adequate internal controls, and maintain necessary source
documentation for all costs incurred and adhere to any other accounting requirements
included in this agreement.
31. Audits shall be conducted annually and shall be submitted to the COUNTY one hundred
eighty (180) days after the end of the SUBRECIPIENT's fiscal year. The SUBRECIPIENT shall
comply with the requirements and standards of 2 CFR Subpart E -Cost Principles. If an
Agreement is closed out prior to the receipt of an audit report, the COUNTY reserves the
right to recover any disallowed costs identified in an audit after such closeout.
32. Any real property acquired by the SUBRECIPIENT for the purpose of carrying on the projects
stated herein, and approved by the COUNTY in accordance with the Uniform Relocation
Assistance and Real Property Acquisition Policies Act of 1970 and 49 CFR 24, shall be subject
to the provisions of CDBG including, but not limited to, the provisions on use and
disposition of property. Any real property within the SUBRECIPIENT control, which is
acquired or improved in whole or part with CDBG funds in excess of $25,000, must adhere
to the CDBG Regulations at 24 CFR 570.505.
33. As provided in § 287.133, Florida Statutes by entering into this Agreement or performing
any work in furtherance hereof, the SUBRECIPIENT certifies that it, its affiliates, suppliers,
subcontractors and consultants who will perform hereunder, have not been placed on the
convicted vendor list maintained by the State of Florida Department of Management
Services within the 36 months immediately preceding the date hereof. This notice is
required by § 287.133 (3) (a), Florida Statutes.
34. No Federal appropriated funds have been paid or will be paid, by or on behalf of the
undersigned, to any person for influencing or attempting to influence an officer or
employee of any agency, a Member of Congress, an officer or employee of Congress, or an
employee of a Member of Congress in connection with the awarding of any Federal
contract, the making of any Federal grant, the making of any Federal loan, the entering into
of any cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of any Federal contract, grant, loan, or cooperative agreement.
If any funds other than Federal appropriated funds have been paid or will be paid to any
person for influencing or attempting to influence an officer or employee of any agency,
a Member of Congress, an officer or employee of Congress, or an employee of a
Member of Congress in connection with this Federal contract, grant, loan, or
cooperative agreement, the undersigned shall complete and submit Standard Form -LLL,
"Disclosure Form to Report Lobbying," in accordance with its instructions.
The undersigned shall require that the language of this certification be included in the
award documents for all sub -awards at all tiers (including subcontracts, sub -grants,
contracts under grants, loans, and cooperative agreements) and that all SUBRECIPIENTS
shall certify and disclose accordingly.
35. Travel reimbursement will be based on the U.S. General Services Administration (GSA) per
diem rates in effect at the time of travel.
36. Any rule or regulation determined to be applicable by HUD.
37. Florida Statutes 713.20, Part 1, Construction Liens
38. Florida Statutes 119.021 Records Retention
Organization Name: Bayshore/Gateway Triangle Community Development Agency
Name/Signature: Leo Ochs
(Please Print)
(Signature)
Title: County Manager Date:
CERTIFICATION FOR THE SUBRECIPIENT OR DEVELOPER OR VENDOR ENTITY
CERTIFICATION FOR THE GRANTEE ENTITY
Only one required per entity signed by an authorized representative
REGARDING DEBARMENT or SUSPENSION, REAL OR APPARENT CONFLICT OF
INTEREST, FALSIFICATION OF DOCUMENTS, SUBSTANTIAL NON-COMPLIANCE OR
NON-PERFORMANCE UNDER A GRANT, INELIGIBILITY, VOLUNTARY EXCLUSION ON
AGREEMENTS/SUB-AGREEMENTS
This certification is required by the regulation implementing Executive Order 12549, Debarment and
Suspension, signed February 18, 1986. The guidelines were published in the May 29, 1987 Federal
Register (52 Fed. Reg., pages 20360-20369).
The Board of County Commissioners further adopted a Resolution (2013-228) effective October 8, 2013
to establish application screening criteria for Collier County administered federal and state grants. The
resolution specifies this list of interested parties refers to the following representatives of the grantee
organization under any form of arrangement or agreement:
Each Board of Directors member
Officers of the Board
Executive Director
All employees and supervisors that will work on the grant
Definitions: [Note: The Definitions (1) will be tailored for the applicable grant program]
(1) The terms "debarred," "suspended," "ineligible," "person," "principal," and "voluntarily
excluded," as used in this certification, have the meanings set out in the Definitions and Coverage
sections of rules implementing Executive Order 12549 and 45 CFR (Code of Federal
Regulations), Part 76. Contact Collier Community and Human Services or go to www.HUD.gov
website for assistance in obtaining a copy of those regulations.
(2) The term substantial non-compliance or non-conformance as used in this certification includes:
• Return of awarded grant funds on more than one occasion in the last three years
• Non-compliance with a monitoring corrective action plan
• Other substantial non-compliance or non-conformance of a grant
• The organization applying for grant funding is hereby certifying and will follow the below listed:
1. Each grantee of federal or state financial and non-financial assistance must sign this debarment
certification at time of application. Independent auditors who audit federal or state programs
regardless of the dollar amount are required to sign this certification form to include certification
of debarment. Collier County Community and Human Services or its agreement
grantee/contractors will not contract with subcontractors if they are debarred or suspended by the
federal government.
Collier County Community and Human Services may rely upon a certification by a nonprofit organization
that it is not debarred, suspended, ineligible, or voluntarily excluded from contracting or subcontracting
unless the department knows that the certification is erroneous.
This certification is a material representation of fact upon which reliance is placed when this
application is submitted. If it is later determined that the signed knowingly rendered an erroneous
certification, the Federal Government (via Section 1001 of Title 18 USC for making false statements)
and Collier County may pursue available remedies, including suspension, debarment, grant award
retraction, and/or suspension from applying for awards for three years under Resolution
2013-228.
Name of Organization: Bayshore/Gateway Triangle CRA
Signature of Authorized Individual
Date
Leo Ochs, County Manager
Narne and Title of Authorized Individual
(Print or type)
Had substantial non-compliance or non-conformance with performance under a grant with
Collier County or any other entity
The undersigned shall provide immediate written notice to the grantee at any time the undersigned learns
that its certification was erroneous when submitted or has become erroneous by reason of changed
circumstances.
Collier County Community and Human Services will rely on the certification of this document
as true and reliable. However, the County reserves the right to request additional documentation prior to
making a final determination.
This certification is a material representation of fact upon which reliance is placed when this
application is submitted. If it is later determined that the signed knowingly rendered an erroneous
certification, the Federal Government (via Section 1001 of Title 18 USC for making false statements)
and Collier County may pursue available remedies, including suspension, debarment, grant award
retraction, and/or suspension from applying for awards for three years under Resolution
2013-228.
Bayshore/Gateway Triangle CRA
Name of Organization
County Manager
Role of undersigned (Director, Executive Director, Employee [specify role], Supervisor [specify role]
Signature
Leo Ochs
Print or type name of signatory
Date:
CERTIFICATION OF CDBG/HOME/ESG FUNDED CONSTRUCTION/REHABILITATION PROJECTS
If the applicant anticipates using CDBG/HOME/ESG for construction or rehabilitation, the
following federal and county requirements must be acknowledged:
1. All construction or rehabilitation plans and permits must be approved and in place
prior to funding. Copies of all permits must be attached to application.
2. The County shall not be obligated to pay any funds to the project prior to the
completion of an environmental review of the project and said review is approved by
any government agencies as may be required by law.
3. The Applicant will assure all wages paid to construction workers by its or its
subcontractors are in compliance with federal, state and local labor requirements. The
Applicant agrees to include in the construction bid specifications in connection with this
agreement the applicable Federal Wage Determination assigned to this project by HUD.
The applicant must also inform the contractor/subcontractors that they will be required
to submit documents after a county conducted pre -construction conference and prior to
construction. Weekly Davis Bacon reports must be submitted thereafter as required by
the federal government.
4. The Applicant agrees to comply with and to assure that its subcontractors comply with
the 2 CFR 200 for programs funded in whole or in part of CDBG/HOME funds.
5. Pursuant to Section 109 of the Act, the Applicant specifically agrees that no person shall
be denied the benefits of the program on the grounds of race, color, sex, religion or
national origin.
6. The Applicant agrees, on its own behalf and on behalf of its contractors and
subcontractors, to take affirmative action in attempting to employ low income and
minority persons, as mandated by law (Section 3).
7. As required by 2 CFR 200 and by Florida Statutes Section 287.055, professional services
must be competitively selected. The competitive selection process must include a public
advertisement, issuance of a request for application and a competitive review based on
uniform criteria. Selection criteria must consider the basic qualifications, professional
competence, experience and suitability of each firm. Fees for professional services must
be requested as a fixed sum and not stated as a percentage of construction costs.
8. All documents, bid specifications, notices and construction drawings must be submitted
for review and approval to Collier County Community and Human Services (CHS) prior to
public advertisement.
9. Any applicable bidding process for construction contracts, based on Collier County's
Purchasing Thresholds, must include a formal advertisement, published in the Naples
Daily News and the Immokalee Bulletin (where applicable). The announcement must
include the following:
a.Date, time and place that bid documents are available and the same information
for any pre-bid conferences and receipt of bids.
b. Requirement of bid surety in the amount of ten percent (10%) of the bid and a
performance and payment bond equal to 100% of the award.
c.Standard statement regarding the "in whole or in part" federal funding of the
project and the various applicable federal regulations.
10. The County reserves the right to be present at the time of bid openings.
11. The Applicant agrees to submit to the County all documentation of the steps followed in
the selection of professional services and construction contracts.
12. The Applicant agrees to specify a time of construction and include a liquidated damage
clause in all construction contracts. Cost plus a percentage of cost and percentage of
construction cost contracts will not be permitted.
13. The Applicant agrees that it will not start construction until an official "Notice to
Proceed" has been issued.
14. Pursuant to 570.608 of the CDBG Regulations and the new provisions in the Economic
and Community Development Act of 1974 as amended, the Applicant agrees to comply
with the inspection, notification, testing and abatement procedures concerning lead-
based paint.
I, hereby acknowledge that I have read the specific requirements contained in this
Certification and that eligibility of my organization's project depends upon compliance with
the requirements contained in this document.
Name of Organization: Bayshore/Gateway Triangle CRA
Name/Signature:
Leo Ochs
(Please Print) (Signature)
Title: County Manager Date:
i= -
Collier County
Administrative Services Department
Procurement Services Division
3327 Tamiami Trail East
Naples, Ft 34112
Tel: (239) 252-8407
.-0
SECTION
Section
Page #
1.
TITLE AND CITATION
3
2.
PURPOSE
3
3.
APPLICABILITY AND APPROVED THRESHOLDS
4
4.
DEFINITIONS
5
5.
ESTABLISHMENT OF PROCUREMENT SERVICES DIVISION AND PROCUREMENT
SERVICES DIRECTOR
7
6.
DUTIES OF THE PROCUREMENT SERVICES DIVISION
8
7.
ETHICAL STANDARDS
9
8.
EXEMPTION FROM THE COMPETITIVE PROCESS
11
9.
SMALL PURCHASES (Purchases $3,000 or less)
13
10.
INFORMAL COMPETITION (Request for Quote - RFQ)
14
11a.
PROCUREMENT METHODS (Purchases in Excess of $50,000)
15
Invitation to Bid (ITB)
15
Request for Proposals (RFP)
15
Request for Professional Services (RPS)
16
Invitation to Negotiate (ITN)
19
Invitation for Qualifications (IFQ)
19
Reverse Auctions
20
11b.
OTHER PROCUREMENT METHODS
20
Cooperative Purchasing
20
Request for Information (RFI)
21
Emergency Procurements
21
Single and Sole Source Procurements
22
12.
RESERVED RIGHTS
23
13.
UNSOLICITED PROPOSALS
24
14.
SMALL AND DISADVANTAGED MINORITY AND WOMEN BUSINESS ENTERPRISES
24
15.
PROCEDURE TO PROVIDE PREFERENCE TO LOCAL BUSINESS
26
16.
PAYMENT OF INVOICES
29
17.
ADVANCE PAYMENTS FOR GOODS AND SERVICES
31
18.
STANDARDIZATION, COOPERATIVE PURCHASING AGREEMENTS AND
GOVERNMENTAL CONTRACTS
32
19.
CONTRACT ADMINISTRATION
32
20.
PERFORMANCE AND PAYMENT BONDS
37
21.
UNAUTHORIZED PURCHASES
37
22.
PROHIBITION AGAINST SUBDIVISION
38
23.
PROTESTS
38
24.
CONTRACT CLAIMS
42
25.
INSPECTION AND TESTING
42
26.
PURCHASING CARD PROGRAM
42
27.
CONFLICT OF INTEREST
43
28.
DEBAREMENT AND SUSPENSION
44
29.
WAIVER OF ORDINANCE
50
30.
CONFLICT AND SEVERABILITY
50
2
Procurement Manual
Approved: 3/24/2017
1. TITLE AND CITATION
This Manual shall be known and may be cited as the "Collier County Procurement Manual" or
"Procurement Manual."
1.A. AUTHORITY
Approval of this Manual by the County Manager pursuant to "SECTION SIX" of the
Collier County Procurement Ordinance:
Approved: (JL
Leo chs, County M ager
Effective Date:
Modifications to this Manual shall be effective when the revised document is approved in writing by
the County Manager and a new effective date is assigned.
Standard Operating Procedures (SDP's), forms and ancillary documents for procurement process
shall be effective with the approval of the Procurement Services Division Director.
2. PURPOSE
The purpose for this manual is to provide the steps necessary to execute procurement actions in
compliance with the Procurement Ordinance. These steps are designed to not only ensure
compliance with the adopted Ordinance, but also maximize the purchasing value of public funds,
maintain the integrity of the procurement process, and ensure that both the process and end result
are auditable.
This manual applies to the procurement of all goods and services irrespective of the source of the
funds. Nothing within this manual will prevent the County from complying with the terms and
conditions of any grant, gift or bequest that is otherwise consistent with law.
The Procurement Services Division provides centralized procurement support and services to county
departments and other offices, including appointed and elected officials who elect to utilize the
Procurement Services Division under the Board of County Commissioners of Collier County.
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The reader is reminded to consider all of the information in this Manual, as well as Standard
Operating Procedures and forms, when undertaking procurement activities
3. APPLICABILITY AND APPROVED THRESHOLDS
This Procurement Manual applies to the procurement of goods and services by the County after the
effective date, as indicated by the date of the County Managers signature. This manual shall apply to
all expenditures of public funds by the Board of County Commissioners for public purchasing,
irrespective of the source of the funds.
Nothing contained herein shall be construed as requiring Collier County's Constitutional Officers
(Clerk of the Circuit Court, Property Appraiser, Sheriff, Supervisor of Elections, and Tax Collector),
Court Administration, State Attorney, Public Defender or the Collier Metropolitan Planning
Organization to be covered by the provisions of this Procurement Ordinance. However, the services
of the Collier County Procurement Services Division and Procurement Services Director may be made
available for consultation.
When the Procurement Services Division is providing services to a Constitutional Officer, the
Constitutional Officer may issue a letter to the Procurement Services Division Director electing to not
follow the Procurement Manual and/or Procurement Ordinance.
The Board of County Commissioners shall execute formal contracts in excess of $50,000 having a
binding effect upon the County, to include revenue generating contracts, and has then delegated to
the County Manager or designees, the authority to approve contracts or agreements and
amendments, extensions, and renewals of such contracts or agreements, including change orders,
work orders and other ancillary documents, providing the total amount of County expenditure for any
such contract or agreement does not exceed $50,000 unless otherwise specified by action of the
Board of County Commissioners. The $50,000 limitation set forth above shall be determined by the
following:
a. the per fiscal year dollar total expenditure for term contracts,
b. the per fiscal year dollar expenditure for fixed -fee agreements,
c. the per fiscal year dollar expenditure for lease agreements,
d. the total dollar expenditure included in the contract for lump -sum or specific project
agreements.
Following formal action taken by the Board of County Commissioners on purchases greater than the
formal competitive threshold, the Board delegates to the County Manager or designee the authority to
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carry out the administrative and ministerial actions necessary to effectuate the Board's action,
including but not limited to the subsequent issuance of Work or Purchase Orders.
By signing this manual, the County Manager delegates to the Procurement Services Division Director
the authority to act on his behalf in all procurement activities as they relate to this manual.
The authority to solicit for and enter into contracts provided here in requires strict compliance with the
standards and procedures established in this Manual, CMAs, and the Collier County Procurement
Ordinance, as well as any applicable provisions of State or federal law.
The requesting department/division shall be responsible for the development of all plans and
specifications sufficiently detailed to provide a basis for full and fair competitive solicitation. The
Procurement Services Division will provide support and input during this process.
Requesting constitutional officers or appointed officials may opt out of following the provisions of the
Procurement Ordinance by notifying the Procurement Services Division Director in writing.
The Procurement Services Division may require the requesting department to provide a market
analysis prior to issuing a solicitation.
The availability of funds for the current fiscal year shall be confirmed prior to any transaction or
execution of any contract.
4. DEFINITIONS
Agency shall mean all departments, divisions, units and offices under the Board of County
Commissioners, including the Collier County Redevelopment Agencies, the Collier County Airport
Authority, Collier County Water Sewer District and all departments under the auspices of the County
Manager. Also included are those elected or appointed officials that agree to utilize procurement
services provided by the Collier County Board of County Commissioners.
Change Order shall mean a written order by a project manager, approved by the Procurement
Services Director or Designee and the Board of County Commissioners, directing the contractor to
change a contract's amount, requirements, or time. All changes must be within the original scope of
the contract and in accordance with the Board approved contract's changes clause or, if no such
clause is set forth within the agreement, in accordance with this Procurement Ordinance.
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Consultant/Contractor/Supplier/Vendor shall mean a provider of goods or services to the County
agency. These terms may be used interchangeably.
Continuing Contract shall mean a contract for professional services as defined under Florida Statute
287.055
County Manager shall mean the County Manager or County Administrator of Collier County, or
designee, as defined in the County Administration Law of 1974, F.S. ch. 125, pt. III.
Term Contract A type of contract in which a source of supply is established for a specific period of
time for specified services or supplies; usually characterized by an estimated or definite minimum
quantity, with the possibility of additional requirements beyond the minimum, all at a predetermined
unit price.
Fixed -Fee Agreement is a contract providing for a firm price, or a price that may be adjusted only in
accordance with contract clauses providing for revisions of the contract price under stated
circumstances.
Lease Agreement is a contract outlining the terms in which one party agrees to rent property owned
by another party, which may include real estate or personal property for a specified amount of time.
Lump Sum or Specific Project Agreement is a contract where a firm fixed total price is offered by the
vendor for the completion of a project; typically this is done through a competitive process and where
the final invoicing will require no cost breakdown.
Responsive Bidder/Proposer shall mean a vendor who has submitted a bid or proposal that fully
conforms in all material respects to the solicitation and all of its requirements, including form and
substance.
Responsible Bidder/Proposer shall mean a vendor who has the financial and technical capacity to
perform the requirements of the solicitation and subsequent contract.
Minority business enterprise or any other designation assigned by the Office of Supplier Diversity shall
mean a firm or individual whom satisfies the registration requirements of that agency and/or satisfies
the requirements outlined in Florida Statute Chapter 287.0943(2)(e), Chapter 295.187, Chapter 60A-
9, Florida Administrative Code.
Purchase Order shall mean a form of contract which encumbers appropriated funds and which is
directed to a single vendor to furnish or deliver commodities or services to the County.
Purchasing Card shall mean a credit card officially assigned to specific employees under the purview
of the Board of County Commissioners for the purpose of transacting small and/or strategic
purchases.
Single source refers to a procurement directed to one source because of standardization, warranty, or
other factors, even though other competitive sources may be available.
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Sole source refers to a procurement where the selection of one particular supplier to the exclusion of
all others may be based on a lack of competition, proprietary technology, copyright, warranty or a
supplier's unique capability.
Work Order/Work Assignment is a contract instrument issued under the terms and conditions of an
approved continuing or fixed fee agreement, which authorizes a contractor or consultant to perform a
specific task within the broader scope of the master agreement. Nothing in the work order shall
conflict with the terms and conditions of the fixed fee contract, and all work done must fall within the
scope and term of the underlying agreement.
5. ESTABLISHMENT OF PROCUREMENT SERVICES DIVISION AND PROCUREMENT
SERVICES DIRECTOR
The Board of County Commissioners, through the adoption of the Procurement Ordinance has
established the Collier County Procurement Services Division, which shall be a distinct administrative
division under the direction of the County Manager,
1) The Procurement Services Director of the Procurement Services Division shall
have the authority to negotiate all purchases for all Agencies except as required
by State, Federal or Local Law. In keeping with F.S. ch. 125, the Procurement
Ordinance grants to the Procurement Services Director only those powers and
duties which are administrative and ministerial in nature and does not delegate
any governmental power imbued in the Board of County Commissioners as the
governing body of the County pursuant to Fla. Const. Art. VIII, § 1(e). The
Procurement Services Director may delegate to one or more Procurement
Services Division employees any and all aspects of the authority vested in the
Procurement Services Director by the County Manager Except as otherwise
specified by law, this manual shall apply to every procurement under the
authority of the Collier County Board of County Commissioners and to elected
or appointed officials (Clerk of the Circuit Court, County Attorney, Property
Appraiser, Sheriff, Supervisor of Elections, Tax Collector, Court Administration,
State Attorney, Public Defender or Collier Metropolitan Planning Organization
M.P.O.) who choose to utilize procurement services provided by the Collier
County Board of County Commissioners.
2) Notwithstanding any other provision of the Procurement Manual, the
Procurement Services Director, is authorized to issue purchase orders at the
written request of elected or appointed officials.
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3) Nothing in this manual shall limit the Collier County Board of County
Commissioners' right to waive any provisions contained within the Procurement
Ordinance when the Collier County Board of County Commissioners shall deem
it in the best interest of the County.
6. DUTIES OF THE PROCUREMENT SERVICES DIVISION
Within the constructs of this Manual, the Procurement Services Division shall be responsible for:
A. Seeking Maximum Value: Acting to procure for the County the highest quality
commodities and contractual services at least expense to the County.
B. Encouraging competition: Endeavoring to obtain as full and open competition as
possible on all purchases, services and sales.
C. Procurement Analysis: Keeping informed of current developments in the field of
purchasing, prices, market conditions and new products, and securing for the County the benefits of
research conducted in the field of purchasing by other governmental jurisdictions, national technical
societies, trade associations having national recognition, and by private business and organizations.
D. Procurement Manual: Preparing and recommending for adoption by the County
Manager a Procurement Manual for the implementation of the Procurement Ordinance. The
Procurement Manual shall be maintained and published on-line for the benefit of the public.
E. Division Systems, Procedures and Standards: The adoption of systems, procedures,
forms, standards, reporting and evaluation tools related to: (i) the effective development, negotiation
and administration of County contracts, and (ii) the evaluation of performance of contractors, suppliers
and vendors doing business with Collier County.
F. Non -Contract Purchases: Reviewing non -contract purchases under $50,000.00, as
defined in Section 3, to determine if an aggregated contract approach may provide value and offer
pricing advantages to the County.
G. Tax Exemption: Procuring items for the County to exercise its tax exemption status
when eligible.
H. Inquiry and Control: Full authority to:
a. Question the quality, quantity, and kinds of items requisitioned in order that the
best interests of the County are served;
b. Ensure the proper and orderly acquisition of services to the various operating
divisions;
C. Ensure purchases are consistent with the Procurement Ordinance;
d. Determine if specific purchases should be approved by the Board prior to the
purchase;
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e. Determine work assignment rotation schemes when multiple contracts are
awarded for the same service;
Question the effectiveness of contract administration being performed by the
Divisions and provide training and counseling on proper contract administration
methods;
g. Consolidate purchases of like or common commodities or services and entering
into term contracts to obtain maximum cost savings while preserving
department specifications and needs;
h. The authority to review and approve or disapprove the composition of each
evaluation committee and;
i. Verify funding sources, and acquire an account number, for each purchase
prior to advertising a solicitation.
Records of procurement activity shall be maintained in compliance with the Chapter
119, Florida Statutes, "the Florida Public Records Act."
Administer the County Purchasing Card Program.
K. Administer the County property disposal process through auction sales, and others
means, and report that activity along with any proceeds to both the County Manager
and the Board.
Administering the County internal mail function, including processing, sorting,
delivering and postage metering.
M. Advise the County Manager of misuse, inappropriate use, or purchasing activities that
are inconsistent with the purpose and intent of the Procurement Ordinance, Manual or
applicable local, state or federal law.
7. ETHICAL STANDARDS
A. Every employee and elected or appointed official of Collier County has the
responsibility to maintain the confidence of the citizens of Collier County by conducting the
procurement process in an ethical, fair and transparent manner. Collier County employees
shall act in good faith to discharge their duties and avoid either the intent or appearance of
unethical practices in procurement relationships, actions and communications.
B. Any attempt by Collier County employees, or elected or appointed officials of Collier
County to realize personal gain from the procurement process is a breach of public trust. All
County employees shall govern themselves in accordance with the Standards of Conduct as
set forth in applicable Collier County Government Regulations, to include the Collier County
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Ethics Ordinance No. 2003-53 as amended, County Manager Administrative Procedures
(CMA) Code of Ethics, and F.S. ch. 112.
C. Collier County requires each vendor who seeks to do business with Collier County to
comply with the following ethical standards:
1) No vendor shall discuss or consult with other vendors intending to compete for
the same or similar contract for the purpose of bid rigging, collusion or other
activities that are illegal, unethical or limiting competition.
2) No vendor shall submit false information or intentionally submit misleading
information to Collier County.
3) 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 28.
D. Failure to comply with this Section shall be deemed a violation of ethical standards and
may subject the violator to administrative actions and to civil, and/or criminal penalties for
ethical violations as described below:
1) Employees who violate the ethics standards described in this section shall be
subject to administrative disciplinary action, following Collier County
Government Human Resources procedures and guidelines, up to and including
dismissal from Collier County Government employment.
2) Vendors who violate the ethics standards described in this Section shall be
subject to Suspension and Debarment as provided in Section 28 of this manual.
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E. Vendors doing business with Collier County shall comply with the provisions of Section
287.133, Florida Statutes ("Public Entity Crimes Act")
8. EXEMPTION! FROM THE COMPETITIVE PROCESS:
The following procurement categories may be eligible for exemption from the competitive process
based upon the determination of the County Manager or Designee that approval of such an
exemption is in the best interest of the County.
1) Purchases from another government agency or from a nonprofit organization
authorized to do business in the State of Florida.
2) Dues and memberships in trade or professional organizations; registration fees
for trade or career fairs; fees and costs of job-related seminars and training.
3) Subscriptions, periodicals, newspapers, books, electronic information, media,
maps, pamphlets and similar material in printed or electronic form.
4) Advertisements.
5) Utility Services: water, sewer, electrical, gas, or other regulated utility,
communications and data transmission services subject to government rate
control.
6) Educational or academic programs; educational or recreational field trip
instructors, trainers, facilitators, professional advisors and speakers.
7) Legal services including retaining services of law firms or other outside counsel
for any reason, expert witnesses, court reporter services, appraisal services,
trial consultants or similar persons or firms deemed by the Collier County
Attorney as necessary to address the legal needs of Collier County, together
with document management and production, legal research, and information
technology products and services.
8) Goods or services purchased from grants, gifts, bequests or donations to the
extent that the application of this Manual would conflict with the requirements,
conditions, or limitations attached to the grant, gift, bequest, or donation.
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9) Products or services necessary to maintain existing warranties and licenses or
to maintain compatibility with existing Collier County systems.
10) Repairs based upon shop estimates for equipment that has been
disassembled.
11) Personnel services; recruitment services.
12) Works of Art for Public Display
13) Direct purchase orders issued when it is in the best interest of Collier County.
Collier County may make direct purchases of goods and services when the
County can procure these items at a lower cost and/or realize a tax or delivery
savings.
14) Financial Instruments: professional services required for the issuance of Collier
County debt, debt service and Collier County investments related thereto,
including the selection of investment bankers for Collier County's Underwriting
Pool and the selection of Collier County's Financial Advisor.
15) Entertainment services for County -sponsored events.
16) Services for management studies, executive analysis and related matters as
directed by the County Manager.
17) Where specified by general law, ordinance or Collier County Board of County
Commissioner's policies, any purchase governed by explicit provisions of
general law or other Collier County ordinance or Collier County Board of County
Commissioner's policies (resolution) unless the solicitation indicates the
applicability of this Manual, and this Manual shall apply only to the extent set
out in the solicitation.
The operating division seeking an Exemption shall, complete an Exemption from Competition Request
Form and Business Case along with required supporting documentation, as indicated on the form,
and specifying the estimated or actual anticipated expenditure, and forward to the Procurement
Services Division for review. Once reviewed and approved by the Procurement Services Director, the
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operating division, depending on expenditure level, may be required to prepare an Executive
Summary and request Board approval at the next available agenda.
Exemptions over the approval authority given to the County Manager require Board approval.
The Exemption Request Form and the Business Case Form are available on the Procurement
Services Division website.
Approved Exemptions are valid for a period of twelve (12) months, unless otherwise determined by
the Procurement Services Division Director or the Board.
Exempt purchases in excess of $100,000 require a contract in addition to a Purchase Order. In the
judgment of the Procurement Services Division Director, contracts may be required for Exempt
purchases less than $100,000.
In all cases the requesting Division shall strive to obtain best value from a vendor when obtaining
goods and services under an Exemption.
Should the Procurement Services Director determine that the request is not eligible for exemption
and/or that it would be in the best interest of the County to conduct a competitive process, the
requesting Division will be required to work with Procurement staff on an appropriate procurement
method.
9. SMALL PURCHASES (Purchases $3,000 or less).
A purchase shall not be artificially divided or split so as to qualify under this or any other section of this
Procurement Manual. All small purchase quotes will be obtained by Operating Division staff without
competition by a Single Quote, with documentation, and generally be processed using a regular
purchase order, or a purchasing card in accordance with the Purchasing Card Policy Manual.
Operating Division staff should make all reasonable efforts to purchase goods and services under
Board approved contracts. In the event a contract is not available or able to be utilized, staff will
procure the highest quality items or services at the least expense to the County.
Operating divisions will seek the best value for the purchase and attempt to combine like purchases
for cost centers under the division's control, and will ensure that the purchase supports the mission of
the division.
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The Procurement Services Division Director may, for strategic purchasing reasons, direct all
purchases of a specific nature (for example; office supplies or industrial supplies) to one or more
specific vendors regardless of the individual or aggregate purchasing volume.
10. INFORMAL COMPETITION (Purchases $3,000 - $50,000) Request for Quote (RFQ)
Three (3) written quotes will be sought by Operating Division Staff for purchases exceeding $3,000
but not greater than $50,000. Operating Divisions will seek the lowest quote obtained (based on
quote identified unit or total price), from the responsive (submits all information requested, agrees to
meet timeline, terms and conditions, etc.) and responsible (has references that check, current
licenses, certifications, demonstrated years of experience with equipment and staff to perform the
work, etc.) bidder.
Where Operating Division Staff are unsuccessful in securing three (3) comparable quotes, the
Operating Division will seek the assistance of the Procurement Services Division, where it may be
determined by the Procurement Services Division Director that a good faith effort was conducted and
an award may be made with fewer than three (3) quotes. The Procurement Division may recommend
that additional sourcing and soliciting are required by either the Operating Division Staff or by the
Procurement Services Division Staff.
A purchase shall not be artificially divided or split so as to qualify under this or any other section of this
Procurement Manual. Operating Division staff should make all reasonable efforts to purchase goods
and services under Board approved contracts. In the event a contract is not available, or staff
demonstrates that the price under contract exceeds the price on a non -contract, Operating Division
Staff will procure the highest quality items or services at the least expense to the County.
Operating Division Staff who are requesting quotes are to conduct themselves in a fair and equitable
fashion by providing the same information, under the same conditions, to all vendors in a fair and
open competitive process.
Only the Procurement Services Division Staff may issue a qualification based solicitation. Final
recommended award of any quote will be reviewed and approved by the Procurement Services
Director or Designee.
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Iia. PROCUREMENT METHODS (PURCHASES IN EXCESS OF $50,000)
The Board of County Commissioners established an amount of fifty thousand dollars ($50,000.00) as
the County's threshold for formal competitive solicitations to include Invitation to Bid (ITB), Request
for Proposal (RFP), Request for Professional Services (RPS), Invitation to Negotiate (ITN), Invitation
for Qualifications (IFQ), and Reverse Auctions administered under the supervision of the Procurement
Services Director. Award of any resulting agreements or contracts shall be made by the Board except
where otherwise provided for in the Procurement Ordinance, Procurement Manual, or unless an
exception is granted by the Board.
The standard advertising period for all formal competitive solicitation methods is thirty (30) days. The
advertising period may be modified by the Procurement Services Director should unusual
circumstances require it.
All advertising will take place on the County adopted electronic bidding platform, and the County may
make use of additional advertising platforms or publications as is deemed necessary by the
Procurement Services Director.
Invitation to Bid (ITB)
Invitations to Bid (ITB) shall be issued by the Procurement Services Director with public
announcement and competition. Any resulting contract shall be awarded to the responsive and
responsible bidder submitting the lowest or best overall bid which meets all specifications.
A bid is the preferred method of solicitation when price is the prevailing basis of award.
Details on the bid process and procedures will be contained within the ITB solicitation.
In the event of a tie, selection will be determined based on random selection (coin toss) by the
Procurement Services Director before at least three witnesses, or if Local Vendor Preference is a
factor as described in SECTION FIFTEEN of the Procurement Ordinance, then the language in that
section will prevail.
Once a responsibility review is completed a Notice of Recommended Award (NORA) indicating the
lowest responsive and responsible bidder being recommended for award will be posted on the
Purchasing web site and applicable bid platform.
Request for Proposals (RFP)
A Request for Proposal (RFP) shall be issued by the Procurement Services Director with public
announcement and competition. Any resulting contract shall be awarded to the responsive and
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responsible proposer submitting the best proposal according to the criteria set forth in the
solicitation.
An RFP is the preferred method of solicitation when multiple factors are considered for the basis of
award, and price may or may not be the prevailing factor.
An RFP may be conducted in one or more steps and may involve oral presentation or
demonstrations by the proposing vendors. At the conclusion of all steps which may include both
scoring and ranking by an Evaluation Committee, the results including standardized score/rank
sheets, meeting minutes, and audio recordings will be preserved by the Procurement Services staff
member facilitating the Evaluation Committee proceedings.
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.
Details on the request for proposal process and procedures will be contained within the RFP
solicitation.
A Notice of Recommended Award (NORA) indicating the final ranking order of the proposers will be
posted on the Procurement Services web site and applicable bid platform and the County will then
begin negotiations with the number one ranked firm. In the event the County is unsuccessful with
the number one ranked firm it will publish a revised NORA indicating that it is initiating negotiations
with the next firm in the rank order.
Request for Professional Services (RPS)
A Request for Professional Services (RPS) shall be issued by the Procurement Services Director
to procure professional engineering, architectural, landscape architectural or surveying and
mapping services in accordance with the Consultants' Competitive Negotiation Act (CCNA), F.S. §
287.055. An RPS can be issued and awarded for either a Continuing Contract or for a Single
Project as described in the statute. Note the Florida Statute provides standards for defining a
project (Section 287.055 (2)(f) Florida Statutes).
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Award of a Request for Professional Services (RPS) can be for either a continuing contract or for a
single project.
Each RPS shall be awarded based upon the scoring criteria as set forth in the RPS solicitation
document, to the responsive and responsible Proposer or Proposers who, in the sole opinion of the
Evaluation Committee, is determined to be the most qualified to perform the work. The Evaluation
Committee, whose composition is approved by the Procurement Services Director, will be
comprised of voting members, that may have technical assistance from non-voting members, and
have their committee activities facilitated by a member of the Procurement Services Division. The
determination of award is made in two steps. First by the application of the numerical scoring points
outlined in the solicitation, using a standardized scoring form, to establish a "short listing" of the
proposers. Short listing is then followed by oral presentations at which point the Evaluation
Committee places the short listed proposers in a final Rank Order of preference using a
standardized ranking form. Ranking shall be determined without regard to the score established
during the first evaluation. At the conclusion of both the scoring and ranking Evaluation Committee
meetings, the results which may include standardized score/rank sheets, meeting minutes, and
audio recordings will be preserved by the Procurement staff member facilitating the Evaluation
Committee proceedings.
In the event of a tie at final ranking, the order of ranking shall be determined based upon the
proposer(s) 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 months prior to the RPS 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, ranking will be determined based on random selection by the
Procurement Services Director before at least three witnesses.
A Notice of Recommended Award (NORA) indicating the final ranking order of the proposers will be
posted on the Purchasing web site and applicable bid platform and the County will begin
negotiations with the number one ranked firm. In the event the County is unsuccessful with the
number one ranked firm it will publish a revised NORA indicating that it is initiating negotiations with
the next firm in the order ranked.
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Professional Services Library
The County will maintain a "Professional Services Library" as its repository for vendors under
continuing contracts solicited under the provisions of F.S, 287.055 Section 2 (g) ("continuing
contracts"). The Library is used to award work assignments for professional engineering,
architectural, landscape architectural and mapping & surveying services on an on-going basis
through the use of continuing contracts.
The Professional Services Library must be used if the services needed are included in the
professional services library and the resulting construction costs or study costs meet the
requirements of F.S. 287.055.
If the services are not included in the professional services library, Purchasing will issue a formal
solicitation, or pursue services as outlined in F.S. 287.055 as determined by the Procurement
Services Director.
Collier County reserves the right to confirm a firm's qualifications in order to remain in the Library
for each Service Category. Firms unable to meet minimum qualifications may be removed from the
Service Category.
All professional services for work defined per Section 287.055 estimated to cost equal to or in
excess of the category amounts per Section 287.017, Florida Statutes must be solicited through a
standalone formal Request for Professional Services for that single project. Use of a Continuing
Contract is not allowed.
A. Professional Services Library Rotation
1. Work assignments within each service category are awarded on a rotational basis by
the Procurement Division,
2. For each service category, the Procurement Division will place qualifying firms
in the Professional Services Library in the order they are ranked, with the highest
scoring firm placed in the first position in the rotation.
3. As each work assignment is identified the next firm in the rotation will be offered
the opportunity to negotiate that work assignment with the County's Administrative
Agent.
4. Should a firm decline a work assignment, or be unable to reach a satisfactory
fee negotiation with the County within a reasonable time frame, the County will
contact the next firm on the list until the work assignment is successfully negotiated.
5. Firms will have the option of rejecting one work assignment within each
service category within a twelve (12) month period without penalty. A second work
assignment rejection within any twelve (12) month period will cause the firm to be
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skipped in the rotation. A firm who rejects three (3) work assignments (or is
unable to satisfactorily negotiate 3 work assignments) in any twelve (12) month
period may be removed from the service category.
6. Firms wishing to reject a work assignment for any reason must complete a Work
Assignment Rejection Notification Form. A copy of this completed form must be
provided to the Procurement Division by the County's Administrative Agent.
7. Once a full rotation through all firms in a service category is complete, a method
that attempts to impart an equitable distribution of work among selected firms will be
based on prior dollars awarded; with the firm having received the least amount of
dollars being considered for the next work assignment.
B. Professional Services Library - Direct Selection
For work assignments requiring unique experience or knowledge, including past
experience on another phase of the project, the County project manager may
formally request permission to forego the rotation and select a specific firm. This
request will require the completion of a Work Assignment Direct Select Form, which
requires the approval of both a D i v i s i o n Director and the Procurement
Services Director. Firms that are directly selected for a work assignment
as a result of this process shall be passed on their next scheduled turn in the
rotation.
The professional services library content and rotation status for each service category is
posted on the Procurement Services Division web site.
Procurements for the design and construction (Design -Build) of public construction projects may be
obtained through a single contract with a design -build firm selected in a manner permitted under
F.S. § 287.055 and the procedures set forth in this section.
Invitation to Negotiate (ITN)
An Invitation to Negotiate (ITN) shall be issued by the Procurement Services Director with public
announcement and competition. An ITN is used when it is determined beneficial to issue a
written solicitation for competitive sealed replies to select one or more vendors with which to
conduct negotiations. Details on the Invitation to Negotiate process and procedures will be
contained in the ITN solicitation. The ITN will generally follow the procedure outlined for an RFP.
Invitation for Qualifications (IFQ)
An Invitation for Qualifications (IFQ) shall be issued by the Procurement Services Director when
it is in Collier County's best interest to first establish a qualified pool of vendors, to limit
participation in a subsequent solicitation process to those qualified bidders, proposers or offerors
who demonstrate a capability to provide the goods and services required by the Collier County.
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An IFQ may also be issued when qualifications are the only criteria. The process of selecting a
vendor when using the IFQ process will utilize a selection committee in a single or multi -step
process to evaluate proposals based on qualifications, experience, past performance,
references and credentials. Details on the Invitation for Qualifications process and procedures
will be contained in the IFQ solicitation.
Reverse Auctions
A Reverse Auction shall be issued by the Procurement Services Director when it is deemed to
be the most efficient means of obtaining the best price through open competition. A Reverse
Auction shall utilize a third party auction service selected by the Procurement Services Division
Director and be based on a public bidding process where the offerors bid down the pricing over
a set time frame, with the award going to lowest bid received from a responsive and responsible
offeror.
The offerors may come from a pre -qualified pool of participants screened by the 3rd party
auctioneer, or may come from the open market; based on the nature of the purchase and the
recommendation of the auctioneer.
11 b. OTHER PROCUREMENT METHODS
Cooperative Purchasing
1) Piggybacking
The Procurement Services Director shall have the authority to procure goods or
services from vendors who have been selected, as a result of a competitive selection
process by a federal, state or municipal government, or any other governmental
agency, political subdivision, or government -related association, provided that the
originating entity utilized a competitive process similar to Collier County's. The
Procurement Services Director shall annually bring forward to the Board of County
Commissioners a list of recommended cooperatives for Board consideration. The
Board will annually establish, through a separate authorization (Executive Summary),
the approval authority for the use of these Cooperative Purchasing Agreements.
The Procurement Services Director may also consider other agencies and consortiums
outside of the list presented annually to the Board, for piggy backing when it best
meets the needs of the County.
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The operating division seeking to utilize a Cooperative Agreement shall complete a
Cooperative/Consortium Agreement Form along with required supporting
documentation as indicated on the form and forward to the Procurement Services
Division for review. The Cooperative/Consortium Agreement Form is available on the
Procurement Services Division website.
For purchases made using Board approved cooperative or government contracts, a
requisition is entered referencing the Board approved Executive Summary, the
approved Cooperative/Consortium Agreement Form, and any supporting quote or
contract documentation by the operating division. As long as there is sufficient
documentation, no additional action will be required.
Use of cooperative or governmental contracts which have not been Board approved
that are within the informal competitive threshold must be approved in advance by the
Procurement Services Director. Attachments to the requisition may include
Cooperative Governmental / Consortium Agreement form, quote information, bid
tabulation or selection scoring/ranking, prices, contract, etc.
Purchases using cooperative or governmental contracts which have not been Board
approved that exceed the formal competitive threshold will be submitted to the Board
on an executive summary prepared by the operating division.
2) Consolidated Joint Purchasing
The Procurement Services Director shall have the authority to join with other
government entities and consortiums in cooperative purchasing ventures when in the
best interest of Collier County.
Requests for Information (RFI)
An RFI shall be issued by the Procurement Services Director when it is in Collier County's best
interest to request information from potential vendors prior to the issuance of a planned
solicitation. An RFI is used to collect comments and obtain inputs from the market place.
Emergency Procurements
An Emergency Procurement may be used in the event of an unexpected and urgent need
where health and safety or the conservation of public resources is at risk, or during Board
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absences (all efforts should be made to obtain Board approval prior to anticipated recesses),
using such competition as is practical under the circumstances, as follows:
a) Following a declaration of the existence of an emergency situation by the County,
the Collier County Board of County Commissioners or their designee may declare
the existence of an emergency procurement condition and may suspend any or all
of the provisions of this article and authorize an emergency procurement.
b) The Collier County Manager or designee, on a case by case basis may approve an
emergency purchase based upon the Procurement Services Director's good faith
review of the available sources that may timely respond to the urgent need for
goods and services and the documentation of the emergency conditions related to
that purchase. Upon written determination, utilizing the Emergency Procurement
Request Form, and approval of the Collier County Manager, the emergency
purchase may be made. The Collier County Manager will report to the Collier
County Board of County Commissioners all such emergency procurements at the
next available Board meeting.
c) This section in no way constrains the provisions of Collier County's Civil
Emergency powers and authority pursuant to F.S. ch. 252, Emergency
Management.
d) An Emergency Procurement is not to be confused with exercising after hour,
overtime, holiday or week -end rate provisions contained in existing agreements to
address critical needs.
e) An Emergency Procurement is action taken outside of the competitive requirements
described in both the Procurement Ordinance and Procurement Manual.
Single and Sole Source Procurements
Either a Single or Sole Source Procurement may be issued by the Procurement Services
Division Director after the requesting department/division submits to the Procurement Services
Division a completed Single or Sole Source Request Form.
(1) Single Sourcing;
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is a procurement decision whereby purchases are directed to one source because of
standardization, warranty, or other factors, even though other competitive sources may
be available.
(2) Sole Source Procurement;
is a selection of one particular supplier to the exclusion of all others. This decision may
be based on lack of competition, proprietary technology, copyright, warranty or a
supplier's unique capability.
In the event that the request for either a sole or single source cannot be granted, the
Procurement Services Division Director will direct the requestor to work with Procurement Staff
and utilize an alternative acquisition method.
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 Section, if none or only one responsive and
responsible bid or proposal is received following any solicitation, the Procurement Services
Division Director, 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.
Rejection of Bids and Negotiation:
a. The Procurement Services Director shall have authority to review all submittals
in response to a County solicitation and to review these submittals for
responsiveness, responsibility, price and other factors in making a
determination for Recommendation of Award. The Procurement Services
Director may reject any submittal and cancel any solicitation at any time prior to
a contract being signed. The Board of County Commissioners shall have the
authority to reject any and all bids at any time.
b. If the lowest, responsive bid exceeds the budgeted amount and, if the purchase
is not funded in whole or in part with interagency grant dollars, the Procurement
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Services Director may negotiate changes with the apparent lowest responsible
and responsive bidder that will bring prices into budgeted limits subject to the
final approval and acceptance of the Board. If the budgeted amount includes
grant funds, the Procurement Services Director shall be authorized to conduct
such negotiations provided said actions are not prohibited by law or the grant
conditions.
All Notices of Recommended Award will be generated and posted by the Procurement
Services Director prior to presentation of any contract for signature by the Board of County
Commissioners.
The Board incorporates by reference F.S. § 255.065, as may be amended from time to time,
which addresses the procurement of services for qualifying projects through public-private
partnerships, including through an offer of an unsolicited proposal.
The Board shall by separate Resolution (Resolution No. 2016-85) establish all Application
Fees referenced under F.S. § 255.065 that a private entity must pay concurrent with the
submission of an unsolicited proposal. Payment shall be made by cash, cashier's check, or
some other non -cancellable instrument. Personal checks shall not be accepted.
The current Resolution sets a fee structure that shall include with any proposal submission a
base application fee in the amount of .001 of the proposed project cost but not less than the
sum of $10,000.00.
To the extent that the cost to evaluate an unsolicited proposal is more than the Initial
Application Fee adopted by Resolution, the County may request payment of any additional
amounts required to conduct its review as provided in F.S. § 255.065.
If the costs of processing, reviewing and evaluating, attorney fees, financial or technical
adviser fees, or other consultant fees required to properly evaluate an unsolicited proposal
exceed the base application fee, then the Procurement Services Director is authorized to
charge a supplemental fee as long as no such supplemental fee exceeds an additional
$10,000 without further authorization from the Board.
14. SMALL AND DISADVANTAGED MINORITY AND WOMEN BUSINESS ENTERPRISES
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1. Policy Statement: Collier County stands committed to providing equal opportunities to
small businesses and disadvantaged business enterprises (DBE), minority business
enterprises (MBEs) and women business enterprises (WBEs) as well as to all vendors,
consultants, contractors and subcontractors who seek to do business with the County.
Pursuant to this policy, Collier County encourages its vendors, consultants, contractors
and subcontractors to provide qualified small businesses and DBE's with an equal
opportunity to participate in the formal competitive processes for the procurement of
commodities and services by the County.
The Policy is not intended to require or to allow partiality toward or discrimination
against any small business or DBE, MBE, WBE, or any other vendor, consultant,
contractor or subcontractor on the basis of gender, race or national origin, or other
such factors, but rather to create an opportunity for small businesses and DBEs,
MBEs, WBEs, and all qualified vendors, consultants, contractors and subcontractors to
participate in the County's formal competitive processes. Nothing in this Policy shall be
construed to provide for or require any preference or set-aside based on gender, race,
national origin or any other such factor.
2. Implementing Measures: In an effort to implement this policy, the County may
undertake the following measures:
a. Designate the Procurement Services Director to administer this policy.
b. Utilize outreach programs to identify, register and educate small businesses
and DBEs, MBEs and WBEs to participate in the procurementicontract process
which may include:
(1) Attending trade fairs which include representatives from these
enterprises.
(2) Attending meetings and social events wherein these enterprises are
present.
(3) Utilizing publications aimed at reaching these enterprises.
(4) Utilizing Purchasing Directories and other reference sources that list
these enterprises.
(5) Publicizing this Policy to encourage these enterprises to participate in
the County's procurement process.
(6) Other actions designed to identify opportunities for these enterprises
who seek to provide commodities and services to the County.
C. Maintain a list of these enterprises.
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d. Disseminate information regarding competitive opportunities with the County in
order to allow qualified small businesses and DBEs, MBEs and WBEs to
participate in the County's procurement process.
3. Conformity with Applicable Law: The provisions of this section shall be construed in
conformity with applicable state and federal law. To the extent that state law conflicts
with federal law, federal law shall supersede such state law.
15. PROCEDURE TO PROVIDE PREFERENCE TO LOCAL BUSINESS IN COUNTY
CONTRACTS
Except where otherwise provided by federal or state law or other funding source restrictions or as
otherwise set forth in this Procurement Ordinance, purchases of commodities and services shall give
preference to local businesses in the following manner:
"Local Business" defined. 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.
2. Preference in purchase of commodities and services by means of competitive bid,
request for proposals, qualifications or other submittals and competitive negotiation and
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selection. Under any such applicable solicitation, bidders/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 bidder/proposer who
fails to submit sufficient documentation with their bid/proposal offer shall not be granted local
preference consideration for the purposes of that specific contract award. Except where
federal or State law, or any other funding source, mandates to the contrary, Collier County and
its agencies and instrumentalities, will give preference to local businesses in the following
manner:
a. Competitive bid (local price match option). Each formal competitive bid
solicitation shall clearly identify how the price order of the bids received will be
evaluated and determined. When a responsible and responsive, non -local
business submits the lowest price bid, and the bid submitted by one or more
responsible and responsive local businesses is within ten percent of the price
submitted by the non -local business, then the local business with the apparent
lowest bid offer (i.e., the lowest local bidder) shall have the opportunity to
submit an offer to match the price(s), less one (1) dollar, offered by the overall
lowest, responsible and responsive bidder. In such instances, staff shall first
verify if the lowest non -local bidder and the lowest local bidder are in fact
responsible and responsive bidders. Next, the Procurement Services Division
shall determine if the lowest local bidder meets the requirements of F.S. §
287.087 (Preferences to businesses with drug-free workplace programs). If the
lowest local bidder meets the requirements of F.S. § 287.087, the Procurement
Services Division shall invite the lowest local bidder to submit a matching offer,
less one (1) dollar, within five (5) business days thereafter. If the lowest local
bidder submits an offer that fully matches the lowest bid, less one (1) dollar,
from the lowest non -local bidder tendered previously, then award shall be made
to the local bidder. If the lowest local bidder declines or is unable to match the
lowest non -local bid price(s), then award will be made to the lowest overall
responsible and responsive bidder. If the lowest local bidder does not meet the
requirement of F.S. § 287.087, and the lowest non -local bidder does, award will
be made to the bidder that meets the requirements of the reference State law.
b. Request for proposals, qualifications or other submittals and competitive
negotiation and selection. For all purchases of commodities and services
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procured through the Competitive Proposals or Competitive Selection and
Negotiation methods not otherwise exempt from this local preference section,
the RFP 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 subject to F.S. §
287.055 and audit and accounting services subject to F.S. § 11.45 shall not be
subject to this local preference section.
C. Should a tie bid occur between a non -local bidder and a local bidder, the
County shall award the contract to the local bidder. Should a tie occur between
two local bidders, the County will "flip a coin" in front of three (3) witnesses,
between the two lowest bidders. The coin toss winner will be awarded the
contract upon approval by the Board of County Commissioners.
3. Waiver of the application of local preference. The application of Local Preference to a
particular purchase or contract may be waived upon approval of the Board of County
Commissioners, or as identified where exempt from competitive process in SECTION EIGHT
4. Comparison of qualifications. The preferences established herein in no way prohibit
the right of the Board of County Commissioners to compare quality of materials proposed for
purchase and compare qualifications, character, responsibility and fitness of all persons, firms
or corporations submitting bids or proposals. Further, the preferences established herein in no
way prohibit the right of the County Commission from giving any other preference permitted by
law instead of the preferences granted herein.
5. Reciprocity. In the event Lee County, or any other Florida county or municipality ('local
government") deemed appropriate by the Collier County Board of Commissioners, extends
preferences to local businesses, Collier County may enter into an inter -local agreement with
such local government wherein the preferences of this section may be extended and made
available to vendors that have a valid occupational license issued by that specific local
government to do business in that local government that authorizes the vendor to provide the
commodities and services to be purchased, and a physical business address located within
the limits of that local government. Post Office Boxes are not verifiable and 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 the said local government whichever is applicable, in a verifiable and
measurable way. This may include, but not be limited to, the retention and expansion of
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employment opportunities, the support and increase to that local government's tax base, and
residency of employees and principals of the business located within the limits of that local
government. 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. In no event shall the amount of the preference accorded other local government firms
exceed the amount of preference that such local government extends to Collier County firms
competing for its contracts.
6. Purview and administration of this Local Preference Policy. This policy shall apply to
all departments and units under the direct purview of the Board of County Commissioners. For
purchases of $50,000.00 or less, the Procurement Services Division shall systematically
encourage departments to include local vendors when soliciting quotations in accordance with
this policy.
7. This Policy shall not be utilized with respect to any competitive solicitation for
construction services in which 50 percent or more of the cost will be paid from state -
appropriated funds which have been appropriated at the time of the competitive solicitation.
16. PAYMENT OF INVOICES
1. Agencies under the purview of the Board of County Commissioners shall be in
compliance with F.S. § 218.70, otherwise known as the "Local Government Prompt Payment
Act." Pursuant to this, the requirements of this section shall apply to the following
transactions:
a. The purchase of commodities and services;
b. The purchase or lease of personal property;
C. The lease of real property.
2. Should the County Manager intend to authorize minor payment variances between the
purchase orders and invoices, this authority to pay such variances shall not exceed 5% of the
purchase order amount or $500, whichever is less. All such variances need to be identified on
the modified purchase order and are subject to approval by Procurement Services.
3. The County Manager may pay freight and delivery charges not in compliance with the
FOB destination terms contained in the County General Terms and Conditions as an
exception.
4. It shall be the responsibility of the County Manager, in consultation with the Clerk's
Finance Director and operating Divisions, to establish, procedures for the timely payment of all
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transactions as defined under subsection 16.1. Such procedures shall be contained in a
separate Standard Operating Procedure and include, but are not limited to the following:
Formally defining the County's requirements for the content and submission of
a proper invoice, codifying the County's payment requirements and notifying
each vendor of their availability.
b. Steps required for the receipt of all invoices and the prompt return of improper
invoices.
C. Steps required for the resolution of payment disputes between the County and
a vendor.
5. Vendor Payment Dispute Resolution Process. The purpose of this section is to
establish a procedure whereby payment disputes with vendors who provide goods and
services to the County are resolved in a timely manner and in keeping with the Local
Government Prompt Payment Act.
a. Definitions. The definitions set forth in the Local Government Prompt Payment
Act (F.S. § 218.72, 2016) are hereby incorporated by reference.
b. If an improper payment request or invoice is submitted by a vendor, the County
shall, within 10 days after the improper payment request or invoice is received,
notify the vendor, in writing, that the payment request or invoice is improper and
indicate what corrective action on the part of the vendor is needed to make the
payment request or invoice proper.
C. If the parties are unable to reach resolution on the payment dispute, the County
Manager shall appoint a Hearing Examiner, to whom the matter will be referred
to. The Hearing Examiner shall have the sole and full authority to thereafter
resolve the dispute. The proceedings before the Hearing Examiner to resolve
the dispute shall commence within 45 days after the date the payment request
or improper invoice was received by the County and shall be concluded with
final written decision by the Hearing Examiner within 60 days after the date the
payment request or improper invoice was received by the County. These
proceedings are not subject to F.S. ch. 120, and do not constitute an
administrative hearing. Rather, these proceedings are intended to be quasi-
judicial, open to the public, with the written decision of the Hearing Examiner
being final, subject only to certiorari review. If the dispute is resolved in favor of
the County, interest charges shall begin to accrue 15 days after the Hearing
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Examiner's final decision. If the dispute is resolved in favor of the Vendor,
interest begins to accrue as of the original date the payment became due.
d. If the County does not timely commence this dispute resolution process within
the time required, a contractor may give written notice to the County of the
failure to timely commence this dispute resolution procedure. If the County fails
to commence this dispute resolution procedure within four business days after
such notice, any amounts resolved in the contractor's favor shall bear mandatory
interest, as set forth in F.S. ch. 218, from the date the payment request or
invoice containing the disputed amounts was submitted to the County. If the
dispute resolution procedure is not commenced within 4 business days after the
notice, the objection to the payment request or invoice shall be deemed waived.
The waiver of an objection pursuant to this paragraph does not relieve a
contractor of its contractual obligations.
e. In an action to recover amounts due under this part, the court shall award court
costs and reasonable attorney's fees, including fees incurred through appeal, to
the prevailing party.
f. The conduct of the Hearing Examiner proceedings, including notice, process,
and criteria, shall be set forth in the Procurement Division's Policies and
Procedures.
17. ADVANCE PAYMENTS FOR GOODS AND SERVICES
Procedures for the pre -payment of goods and services with County funds including, but not
limited to, dues and membership, insurance, maintenance agreements, subscriptions, travel
arrangements, postage, and other purchases shall be as prescribed by the Department of
Financial Services through their Administrative Rules. As provided for in F.S. § 28.235, the
Procurement Ordinance "SECTION SEVENTEEN", the Clerk of the Circuit Court is authorized
to make advanced payments on behalf of the County for goods and services.
Advanced payments may be made for other goods and services if approved in advance by
both the Procurement Services Director and the Clerk of the Circuit Court Accounts Payable
up to the Formal Competitive Threshold. The Board may review and approve requests for
advanced payment above the Formal Competitive Threshold. The criteria for approval may
include:
a. Advance payment will result in a savings to the County, and/or,
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b. The goods or services are only available if the advance payment is
made.
Requests for approval of advance payment will be forwarded to the Procurement Services
Division for approval and must include information indicating that the payment meets one of
the above criteria and that the division has complied with the applicable procurement
requirements.
18. STANDARDIZATION, COOPERATIVE PURCHASING AGREEMENTS AND
GOVERNMENTAL CONTRACTS
Where standardization is determined to be desirable by the Board of County
Commissioners, and the resulting action is either a Single or Sole Source procurement, the
purchase of commodities may be made by negotiation with the approval of the purchase by
the Board or, if under the Formal Competitive Threshold, with approval of the purchase by the
Procurement Services Director.
2. Annually, the Board of County Commissioners will approve a list of authorized
purchasing cooperative organizations and governmental schedules and contracts. The
Procurement Services Director may approve purchases using these approved cooperative
organizations, agreements and contracts with no further action required by the Board providing
that funds have been budgeted for these specific purposes.
Additionally, the Procurement Services Director may join other public agencies in cooperative
purchasing organizations and/or agreements if is determined to be in the County's best
interest, and if the consortium agreement has not had prior Board approval. The use of any
new cooperative agreement must be approved by the Board prior to the use of the agreement.
19. CONTRACT ADMINISTRATION
Contract Document: Each procurement of a contractual service or commodity shall be
evidenced by a written document containing all provisions and conditions of the procurement.
Said document shall include, but not be limited to:
a. A listing of the scope of services to be performed or commodities to be
purchased.
b. A provision specifying the criteria and the final date, or number of days, by
which such criteria must be met for completion of the work.
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C. A provision specifying the terms of cancellation by the County and where
applicable, a provision specifying the terms of renewal.
d. Where applicable, a provision establishing the appropriate types and levels of
insurance to be carried by the vendor. Said provision shall be employed in a
manner consistent with minimum insurance standards approved by the Board
of County Commissioners.
e. A provision requiring the contractor/vendor to inform the County if he/she has
been convicted of a public entity crime subsequent to July 1, 1989.
A purchase order that embodies these provisions shall be sufficient documentation of the
procurement. Except as otherwise provided in this Procurement Manual, the Procurement
Services Director shall determine the circumstances under which a Board approved purchase
order (and all documents included by reference) shall serve as the contract document.
2. Contract Manager: Every procurement of services shall be administered by the
requesting Agency/Department.
3. Contracts: Notices that terminate in its entirety a Board -approved purchase or contract
must be approved by the Board of County Commissioners prior to its termination.
a. Modifications to Work Orders, Change Orders, and Amendments issued under
a purchase order or contract that exceed ten percent (10%) of the current
Board approved aggregate amount, or twenty percent (20%) of the current
Board approved number of days must be approved by the Board.
b. Modifications to Work Orders, Change Orders, and Amendments issued under
a purchase order or contract that do not exceed ten percent (10%) of the
current Board approved aggregate amount, or twenty percent (20%) of the
current Board approved number of days will be reported on the Procurement
Services Administrative Ratification Report and presented to the Board for
approval.
C. Modifications to Board approved purchases or contracts by the issuances of the
following, but not limited to, direct material purchases, notices to proceed or
noncompliance, stop work notices, authorization for the use of approved
allowances and reallocation of funds between line items, supplemental
agreements, and changes by letter may be authorized and executed by the
Procurement Services Director without further approval by the Board.
d. All material changes in scope of contracts must be approved by the Board in
advance.
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e. Sections 3.a through 3.b shall not be applicable to term contracts, fixed -fee
contracts, or blanket purchase orders where the County desires to procure
commodities and/or services on an as needed basis without having to obligate
itself to a total contract amount. Rather, such purchases shall be based on
fixed unit prices or other predetermined pricing methods and shall be limited in
quantity by the amount of funds appropriated in the budget of the operating
Division(s). Such purchases shall be subject to all other provisions of this
Procurement Ordinance.
The Board shall have broad authority, within the limits of the law, to evaluate and approve any
recommended contract modification without requiring further competition.
4. Contract Extension: Extension(s) of a Board -approved contract for commodities or
non -construction services may be requested by the contract manager to the Procurement
Services Director in writing for a period not to exceed six (6) months (cumulatively) and shall
be subject to the same terms and conditions set forth in the contract, if the extension period is
provided for in the Board approved contract. The Procurement Services Director shall have the
authority to authorize and execute all such extensions, which must be issued prior to the
expiration of the contract. Any extension(s) that exceed six months (cumulatively) shall be
approved by the Board of County Commissioners.
5. Contract Renewal: The Procurement Services Director shall authorize and execute
renewals of contracts for commodities and/or services subject to the following conditions:
a. That the Contractor has performed in a satisfactory manner and that the
Procurement Services Director has received a request to renew from the
Contractor or Project Manager verifying the Contractor's satisfactory
performance.
That the Board -approved contract pursuant to SECTION ELEVEN Paragraph
14 of the County Procurement Ordinance, provided for a renewal and is
renewed subject to the terms and conditions set forth in the initial contract. Cost
and term modifications are addressed in the original solicitation document
and/or resultant contract.
C. That the renewal is done for a set period of time identified in the solicitation
document and/or contract, commencing at the end of the contract period.
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That a contract under the formal competitive threshold with multiple renewal
year option terms may be approved annually by the Procurement Services
Director.
Proposed renewals that fail to meet one or more of the conditions set forth herein will require
the approval of the Board of County Commissioners.
6, Contract Approval: All contracts for commodities and services exceeding SECTION
ELEVEN Paragraph 14 of the County Procurement Ordinance, Formal Competitive Threshold,
shall be authorized by the Board of County Commissioners. Once approved, subsequent
purchase orders referencing those Board approved contracts may be issued by the
Procurement Services Director.
Contracts below the formal competitive threshold, shall be subject to the review and approval
by the County Attorney staff and signed by the Procurement Services Director. Purchase
orders may be issued by the Procurement Services Director.
7. Work Orders: The Procurement Services Director may execute any work order if the
work order is equal to or below such Board approval parameters for work orders as are set
forth in the Board approved term contract for services under which the work order is
generated.
Work orders must be in sufficient detail to audit according to the approved contract.
Consent to Assignments of Contract: For all approved contracts, the Board of County
Commissioners shall approve all assignments of contracts requested by the predecessor
contracting party.
9. Authority Limitation and Delegation; Promulgation of Procedures:
The Procurement Services Director may delegate to one or more Procurement Services
Division employees any or all aspects of the authority vested in the Procurement Services
Director.
All authority to execute documents that is vested pursuant to this Section, in the Procurement
Services Director or any other person shall be subject to the limits of any applicable federal,
state or other law.
10. Payments to Contractors, Vendors and Consultants:
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Prior to the execution of a formal contract subject to the Procurement Ordinance and this
Manual, the Procurement Services Director shall establish a formal payment schedule and
payment terms within the agreement. Such terms and conditions shall be consistent with the
requirements of all applicable laws and the formal solicitation documents.
In accordance with F.S. § 218.735(8), the Procurement Services Director may establish,
subject to Board approval, procedures to reduce to 5% the amount of retainage withheld from
each subsequent progress payment issued to a contractor where applicable. The
Procurement Services Director may establish, in writing, a schedule(s) to further reduce the
percentage of cumulative retainage held throughout the course of the project schedule where
warranted and according to law. Recommendation to reduce the percentage of cumulative
retainage shall be subject to the following:
a. That the term "cumulative retainage" is defined to mean "the dollar total of the
funds retained from all payments issued under the contract divided by the gross
dollar total of all monthly pay requests (or the total of all payment amounts
deemed allowable by the project manager, whichever is less)".
b. That any decision to reduce retainage shall be formally communicated in a
letter to the Contractor's representative and that the letter affirmatively states
that the Contractor has performed the contract work in a satisfactory manner.
That the cumulative retainage not be adjusted until at least 50% of the work has
been completed and payment has been issued.
That the Procurement Services Director's letter expressly sets forth the
percentage of cumulative retainage to be held for the remaining pay requests.
11. The Procurement Services Director may authorize the partial release or payment of
contract retainage to the contractor prior to final completion of all project work provided that:
The contractor has performed in a satisfactory manner to date as verified in
writing by the Project Manager.
b. The total aggregate work under the agreement is at least 50% completed and
accepted (i.e.; payments equaling at least 50% of the contract amount less
retainage have been issued).
The retainage dollar amount to be released is based upon and consistent with
the prevailing percentage of cumulative retainage being held at the time that the
retainage is released.
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20. PERFORMANCE AND PAYMENT BONDS
A contractor or vendor shall provide a surety bond from a surety company to guarantee full and
faithful performance of a contract obligation and the payment of labor and material expended pursuant
to a contract whenever, and in such amounts, as required by statute or otherwise as deemed
necessary by the Procurement Services Division Director. An irrevocable letter of credit from a
financial institution operating within the State of Florida (or other alternative forms of surety as
permitted under Florida law) may be sufficient in place of the performance bond if so provided for in
the bid and contract documents. All such bonds or letters of credit shall be approved as to form by
the County Attorney, and held by the Clerk's Board Minutes and Records Department.
21. UNAUTHORIZED PURCHASES
All purchases made shall be consistent and in compliance with the Procurement Ordinance. Any
purchase or contract made contrary to the provisions hereof and contrary to Florida law shall not be
approved and the County shall not be bound thereby.
County employees and officers are expected to ensure they do not make a purchase of commodities
or services or execute a contract for commodities or services in conflict with the Procurement
Ordinance.
When a purchase transaction is found to be in violation of the Procurement Ordinance or Procurement
Manual, the Procurement Services Director will consider the facts pertaining to the transaction, and in
consultation with the Operating Division Director, will determine whether it is in the best interests of
the County to proceed with the purchase. If a determination is made to proceed with the purchase,
the purchase will be evaluated based on purchasing thresholds. The Procurement Services Director
may approve the purchase if the value is less than the Formal Competitive Threshold. If the purchase
value exceeds the formal competitive threshold, the Operating Division Director will create an
Executive Summary for final Board review and approval.
Should work be authorized or purchases made in violation of County Policy, an After -the -Fact
Procurement Form is required. This includes purchases made in advance of a Purchase Order, when
a Purchase Order is required to authorize such activity, and purchases made under an expired
contract, or for goods and services not covered by the current contract or purchase order.
All such "After the Fact Procurements" will be reported to the County Manager.
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All employees making purchases in violation of the Procurement Ordinance and Procurement Manual
are subject to the provisions of CMA 5311.1 - 2 Standards of Conduct, and the Ethical Standards
outlined in Section 7 of this Manual. Failure or refusal to abide by the administrative procedures or
business operations procedures contained within the Procurement Ordinance and the Procurement
Manual subject the employee to the Human Resources Practices and Procedures which may lead to
disciplinary action up to and including discharge.
No contract or purchase shall be subdivided to avoid seeking the proper approval from the designated
authority, or to avoid the requirements of this Procurement Ordinance or of Federal or State law.
23. PROTESTS
The purpose of this section is to accommodate legitimate protests concerning formal competitive
solicitations and recommended contract awards prior to award of a contract by the Board of County
Commissioners.
1. Any respondent to an IFB, ITN, RFP, IFQ or RPS who alleges to be aggrieved in
connection with the solicitation or award of a contract, (hereafter referred to as "the protesting
party") may protest to the Procurement Services Director, who shall serve as the sole recipient
of any and all notices of intent to protest and all formal protests.
2. 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.
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3. Any actual bidder or respondent 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 Notice of Recommended Award.
4. 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 fee, as set forth below. The protesting party must have standing as defined by
established Florida case law to maintain a protest.
The formal protest shall contain, but not be limited to the following information:
Name and address of County Agency affected and the solicitation number and
title.
The name and address of the protesting party.
C. A statement of disputed issues of material fact. If there are no disputed material
facts, the written letter must so indicate.
d. A concise statement of the ultimate facts alleged and of any relevant rules,
regulations, statutes, and constitutional provisions entitling the protesting party
to relief.
e. The protesting party's entitled demand for the relief.
f. Such other information as the protesting party deems to be material to the
issue.
The formal protest shall contain all arguments, facts or data supporting and advancing
the protestor's position. Under no circumstances shall the protestor have the right to
amend, supplement or modify its formal protest after the filing thereof. Nothing herein
shall preclude the County's authority to request additional information from the
protesting party or other bidders or proposers in conjunction with the review and
rendering of decisions on the protest, including any subsequent appeal.
5. In the event of a timely protest of contract award consistent with the requirements of
this section, the Procurement Services Director shall not proceed further with the award of the
contract until all appropriate administrative remedies as delineated under this section have
been exhausted or until the Board of County Commissioners makes a determination on the
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record that the award of a contract without delay is in the best interests of the County. During
this process, the protesting party shall limit their communications with the County to the Office
of the County Attorney, and neither the protesting party, their agents or their representatives
shall have any private contact or discussions with individual County Commissioners, the
County Manager, other County employees, or any independent hearing officer (where
applicable) regarding the protest except such communications as may be required or
permitted during a hearing, if applicable, or a meeting of the County Commission wherein the
solicitation or award is to be considered.
6. The Procurement Services Director shall review the merits of each timely protest and in
consultation with the Contract Manager and other appropriate County staff, issue a decision
stating the reasons for the decision and the protesting party's rights of appeal under this
section. Said decision shall be in writing and mailed or otherwise furnished to the protesting
party. The decision of the Procurement Services Director shall be final and conclusive unless
the protesting party delivers a subsequent written notice of appeal to the County Manager
within three (3) calendar days, excluding weekends and County holidays from the date of
receipt of the decision. In filing a written objection to the Procurement Services Director's
decision, the protestor shall not introduce new arguments or alter in any other way their protest
submission. An appeal of the Procurement Services Director's decision shall be limited to a
review of the grounds set forth in the formal protest, and no new grounds or arguments will be
introduced or considered.
7. In the event of a subsequent appeal pursuant to section 6 above, the County Manager
shall determine whether to appoint an independent Hearing Officer to review the formal protest
and the Procurement Services Director's decision. The Hearing Officer's review shall be
limited to the grounds set forth in the formal protest. The protesting party shall have the burden
of proof. The Hearing Officer shall consider the formal protest, the Procurement Services
Director's decision, and supporting documents and evidence presented at the hearing. In any
hearing, irrelevant, immaterial or unduly repetitious evidence shall be excluded. All other
evidence of a type commonly relied upon by reasonably prudent persons in the conduct of
their affairs shall be admissible whether or not such evidence would be admissible in a trial in
the courts of Florida. The Hearing Officer may grant the motion of any person having standing
under Florida law to intervene in the proceedings. Persons or parties shall have the right to be
represented by counsel in the proceedings, to call witnesses, and present evidence; provided,
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however, that the Hearing Officer shall not have the right to compel attendance of witnesses or
to permit or compel any discovery.
The Hearing Officer will have a maximum of 60 days to schedule and conduct a hearing into
the matter and. issue a recommended finding of fact and an opinion in writing to the County
Manager or designee for submission to the Board of County Commissioners. Should the
Hearing Officer find in favor of the County, the protesting party shall pay, in full, the costs of
the Hearing Officer. If the Hearing Officer's recommended decision is in favor of the protesting
party, then the County will assume this cost.
The County Manager's discretion as to whether to appoint a Hearing Officer shall in no way
afford the protestor the right to demand such an appointment or hearing. The decision of a
Hearing Officer on a protesting party's appeal shall be submitted to the Board for its
consideration as part of a final award decision. Nothing herein shall be construed as creating
a right of judicial review of the Hearing Officer's decision, nor shall such decision be binding
upon the Board. Additionally, nothing herein shall be construed as limiting the Board's right to
reject any and all bids or proposals.
8. Decisions of the Procurement Services Director and Hearing Officer (where applicable)
will be provided to the protestor prior to the award recommendation being presented to the
Board of County Commissioners. Neither the County Manager's decision nor the Hearing
Officer's recommended decision shall be construed as an award recommendation triggering
additional rights of protest pursuant to this policy. Notwithstanding anything set forth herein to
the contrary, the Board of County Commissioners shall retain the authority to make the final
award decision.
9. Failure to file a formal protest within the time and manner prescribed by this policy shall
constitute a waiver of the right to protest by any protesting party as defined by subsection "A"
of this policy.
10. As a condition of filing a formal protest to the Procurement Services Director, the
protesting party shall submit a non-refundable filing fee for the purpose of defraying the costs
of administering the protest. The filing fee shall be submitted with the formal protest. Failure to
pay the filing fee shall result in the denial of the protest. The amount of the filing fee shall be as
follows:
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Estimated Contract Amount
Filing Fee
$250,000.00 or less
$500.00
$250,000.01 to $500,000.00
$1,000.00
$500,000.01 to $5 million
$3,000.00
$5 million or more
$5,000.00
This fee may be modified by Resolution of the Board of County Commissioners.
24. CONTRACT CLAIMS
All actual or prospective claims arising against the County from contractors, vendors or any
other party in direct privity with the County to provide goods or services shall first be directly
addressed by the parties' administrative representatives in a manner consistent with the agreement
between the parties.
For any prospective or actual claims or disputes arising under any contract entered into by the
County, the Procurement Services Division Director must determine the facts of the dispute. All
contract claims should follow the County's Vendor Payment Dispute Resolution Process outlined in
SECTION SIXTEEN of the County Procurement Ordinance.
25. INSPECTION AND TESTING
The Procurement Services Division Director or Designee shall inspect, or supervise the
inspection of, or cause to be inspected, all deliveries of commodities or services to determine their
conformance with the specifications set forth in an order or contract.
Inspection by Operating Department: The Procurement Services Division Director
shall authorize operating departments to inspect, prior to use, all deliveries made to such operating
departments under rules and regulations which the Procurement Services Director shall prescribe.
2. Testing: The Procurement Services Division Director shall have the authority to require
chemical and physical tests of samples submitted with bids and samples of deliveries which are
necessary to determine their quality and conformance with specifications. In the performance of such
tests, the Procurement Services Division Director shall have the authority to make use of laboratory
facilities of any Agency of the County or of any contracted outside laboratory.
26. PURCHASING CARD PROGRAM
(Also refer to CMA #5808)
The Procurement Services Division Director shall be responsible for the overall management and
operation of the County's purchasing card program in conformance with the Collier County
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Administrative Practices and Procedures Manual. For the purpose of this Procurement Manual, a
purchasing card is a credit card officially assigned to specific employees under the purview of the
Board of County Commissioners' agency for the purpose of transacting small and/or strategic
purchases. The Procurement Services Division Director shall be authorized to assign cards to
employees for these purchases. The Procurement Services Division Director shall be responsible for
establishing the following dollar limits for each assigned card:
Single Transaction Limit: Not to exceed $1,000.00 per card unless otherwise
authorized by the Procurement Services Division Director.
2. Monthly Spending Limit: Not to exceed $10,000.00 per card unless otherwise
authorized by the Procurement Services Division Director.
Strategic Purchases: The Procurement Services Division Director may utilize (or
delegate the authority to other Agency staff to utilize) a purchasing card to place orders that exceed
the limits set forth under this section in instances where one or more of the following is true:
a. The purchase is to address a valid public emergency; or
b. The County will earn revenue through card program rebates; or
G. A vendor is requiring the County to order by purchasing card.
4. Sales Tax Compliance: Pursuant to F.S. § 212.08(6), County purchases transacted
with vendors within the State of Florida are exempt from the State sales and use tax. In such
instances, it is the responsibility of the cardholder to provide the vendor with the appropriate tax
exemption information when the card is presented to the vendor. In the event that the cardholder fails
to provide the vendor with the appropriate tax exemption information when the card is presented the
cardholder may be responsible for payment of the tax.
It is not cost effective or in the public interest to require a cardholder to seek a credit for sales tax
collected when the total sale does not exceed $300. In the event that the total sale exceeds $300, the
cardholder's Director is responsible to ensure the tax is returned to the County for the purchase.
In all such instances, the Procurement Services Division Director shall ensure that the purchase has
been approved subject to all other provisions of this policy. All fixed assets purchased using a
purchasing card shall be properly reported to the Fixed Assets Section of the Clerk of Courts Finance
Division so that it can be properly recorded.
27. CONFLICT OF INTEREST
The procurement of goods and services shall comply with all applicable state, local and federal
laws concerning ethics and conflict of interest. Refer to section_ 7 of this manual titled "Ethical
Standards".
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The County Manager may suspend and/or debar vendors, contractors, consultants and other
interested and affected persons from active participation in obtaining County contracts upon approval
of the Board. The purpose of any such action shall be to protect the County's interests and the
integrity of the County's contracting process. The suspension and debarment processes shall be
considered to be separate from and in addition to the award evaluation and vendor performance
evaluation processes.
Definition of Terms: For the purposes of this section, the following terms have been
defined as follows:
a. Affiliate refers to associated business entities or individuals that control or could
control the contractor or are controlled by the contractor or could be controlled
by the contractor.
b. Civil Judgment refers to a judgment or finding of a civil offense by any court of
competent jurisdiction.
C. Contractor means any individual or legal entity that:
(1) Directly or indirectly (e.g.; through an affiliate), submits offers for or is
awarded, or reasonably may be expected to submit offers for or be
awarded, a County contract for construction or for procurement of
commodities and services, including professional services; or
(2) Conducts business, or reasonably may be expected to conduct
business, with the County as an agent, surety, representative or
subcontractor of another contractor.
d. Conviction means a judgment or conviction of a criminal offense, felony or
misdemeanor, by any court of competent jurisdiction, whether entered upon a
verdict or a plea, and includes a conviction entered upon a plea of nolo
contendere.
e. Debarment means action taken by the County to exclude a contractor from
County contracting and County -approved subcontracting for a reasonable,
specified period as provided herein.
Preponderance of the Evidence means proof by information that, compared
with that opposing it, leads to the conclusion that the fact at issue is more
probably true than not.
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g. Subcontractor: Any individual or legal entity that offers or agrees to provide
commodities or services to a party deemed to be a contractor under this
section.
h. Suspension refers to action taken by the County Manager to temporarily
disqualify a contractor from County contracting or County -approved
subcontracting pending action of the Board.
2. Suspension: The Procurement Services Division Director shall recommend to the
County Manager the suspension of a contractor, subcontractor or person from consideration for award
of contracts if there appears to be a reasonable basis for debarment as set forth herein. If a
suspension precedes a debarment, the suspension period shall be considered in determining the
debarment period. The suspension period shall not exceed six (6) months without the approval of the
Board of County Commissioners.
3. Debarment:
a. Causes for Debarment: The prospective causes for debarment include one or
more of the following:
(1) Conviction for commission of a criminal offense as an incident to
obtaining or attempting to obtain a public or private contract or
subcontract, or in the performance of such contract or subcontract.
(2) Conviction under state or federal law of embezzlement, theft, forgery,
bribery, falsification or destruction of records, receiving stolen property,
or any other offense indicating a lack of business integrity or business
honesty which currently, seriously and directly affects responsibility as a
contractor.
(3) Conviction under state or federal antitrust laws arising out of the
submission of bids, proposals or other competitive offers.
(4) Violation(s) of County contract(s) provisions, which is (are) deemed to
be serious and to warrant debarment, including the failure, without good
cause, to perform in accordance with the terms, conditions,
specifications, scope, schedule or any other provisions of the
contract(s).
(5) Refusal to provide bonds, insurance or other required coverage and
certifications thereof within a reasonable time period.
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(6) Refusal to accept a purchase order, agreement or contract, or perform
accordingly provided such order was issued timely and in conformance
with the solicitation and offer received.
(7) Presence of principals or corporate officers in the business of concern,
who were principals within another business at the time when the other
business was suspended or debarred within the last three (3) years
under the provisions of this section.
(8) Violation of the ethical standards set forth under applicable state or
county laws.
(9) Debarment of the contractor by another public agency.
(10) Submitting false invoices or invoices that mislead, misrepresent the true
costs incurred or falsely identify either a source of material or a provider
of a service.
(11) Any other cause deemed to be so serious and compelling as to
materially affect the qualifications or integrity of the contractor.
b. Procedure:
(1) The county department/division requesting the suspension or
debarment action shall submit to the Procurement Services Division
Director a written complaint setting forth the reason(s) for seeking
debarment.
(2) The Procurement Services Division Director shall review the complaint,
verify whether it is compliant with the provision of this Procurement
Ordinance, direct any appropriate changes and, if warranted, forward
the complaint to the contractor.
(3) The contractor shall review the complaint and shall provide a written
response (with supporting documentation) to each allegation. The
response shall be provided to the Procurement Services Division
Director within ten (10) business days of receipt of the notice of
allegations. In the event that the contractor fails to respond to the
complaint within the prescribed time period, the complaint, as forwarded
to the contractor, shall become an effective suspension or debarment
decision without further appeal.
(4) In the event that the contractor files a timely and complete response to
the complaint and the suspension or debarment action is based upon a
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conviction, judgment or other event(s) where there is no significant
dispute over material facts, the Procurement Services Division Director
shall determine the period of debarment on the basis of the undisputed
material information set forth or referenced in the complaint, the
contractor's reply and the parameters set forth in this section. In the
event that the Contractor objects to the Procurement Services Division
Director's recommendation, the Contractor shall have a maximum of
three (3) business days to file an appeal of the debarment decision with
the Procurement Services Division Director. The appeal will be
forwarded to and considered by the County Manager, who will review
the record compiled by the initiating department/division and the
contractor. Should the County Manager overturn the Procurement
Services Division Director's decision; the County Manager shall formally
cite the reasons for doing so.
(5) In the event that the contractor files a timely and complete reply to the
complaint and where the facts are in dispute, the Procurement Services
Division Director will convene a committee (hereinafter referred to as
"the committee") consisting of at least three individuals who will review
the complaint and the contractor's reply. The County Manager shall
formally appoint the committee, which will generally consist of county
employees, none of whom shall be a member of the department/division
initiating the complaint. At the discretion of the County Manager, a
member from private industry with a particular area of relevant expertise
may be appointed to the committee, provided that this member is not a
direct or indirect competitor of the firm in question. The Office of the
County Attorney shall appoint a representative to attend the committee's
review of the findings. The representative shall not be considered a
voting member of the committee, but shall be available to provide legal
counsel to the committee as necessary. All members appointed to
serve on the debarment committee shall disclose, to the Procurement
Services Director any actual or prospective conflicts of interest at the
time of appointment or at the time in which the member becomes aware
of the actual or prospective conflict.
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(6) The Procurement Services Division Director shall chair the committee
and serve as the Procurement Department's representative to the
committee. The Procurement Services Director shall preside over and
facilitate the deliberations of the committee as a non-voting member and
serve as the County's liaison to the Contractor. All voting committee
members are prohibited from having any communication regarding the
issue outside the committee deliberations with any of the parties
involved in the specific suspension or debarment or their
representatives until after the committee decision has been issued or, in
the event of an appeal of that decision by the contractor, until the
conclusion of the appeal process. All committee deliberations are
subject to F.S. § 286.011.
(7) Where the material facts are in dispute, the committee shall evaluate the
evidence, judge the credibility of witnesses and base its decision upon
the preponderance of the evidence. Should the contractor fail to appear
at the hearing, the contractor shall be presumed to be non-responsive
and shall be subject to suspension or debarment. The committee
decision shall be by a majority vote of those voting members in
attendance. The committee shall be the sole trier of fact. In the event
that the committee decides to impose a debarment, the decision will
formally include, but not be strictly limited to the following information:
(i) The specific reasons for the action;
(ii) The scope of the debarment; and
(iii) The period of debarment, including the effective and expiration
dates.
The committee's decision shall be issued in writing within 20
business days of the conclusion of the hearing unless the
committee extends this period for good cause.
(8) The Procurement Services Director shall forward the committee's
decision to the contractor and affiliates involved. Should the contractor
object to the committee's decision, the contractor shall have a maximum
of three (3) business days to file an appeal of the decision with the
Procurement Services Director. The appeal will be forwarded to and
considered by the County Manager, who will review the record compiled
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by the initiating department, the contractor and the committee. Should
the County Manager overturn the committee's decision; the County
Manager shall formally cite the reasons for doing so.
Final recommendation for debarment shall be approved by the Board.
C. Debarment Period:
(1) The committee shall recommend the period of debarment. The
debarment period shall be commensurate with the severity of the
cause(s) and approved by the Board.
(2) The committee (having the same or different composition) may
recommend to the Board a reduction in the debarment period upon a
written request from the contractor to do so, based on one or more of
the following reasons:
(i) Newly discovered material evidence;
(ii) A reversal of the conviction, civil judgment or other action upon
which the debarment was based;
(iii) Bona fide change in ownership or management;
(iv) Elimination of other causes for which the debarment was
imposed; or
(v) Other reasons that the committee might deem appropriate.
The contractor's request shall be submitted to the Procurement Services
Director in writing and shall be based on one or more of the
aforementioned reasons.
3. The decision of the Board regarding a reduction of the debarment period
is final and not subject to appeal.
d. The Effects of Debarment:
(1) Debarred contractors are excluded from receiving County contracts.
Departments shall not solicit offers from, award contracts to, or consent
to subcontractors with debarred contractors. Debarred contractors are
excluded from conducting business with the County as agents,
representatives, subcontractors or partners of other contractors.
(2) The Procurement Services Division shall maintain a list of firms placed
under a Suspended or Debared category and shall make that list known
as a public record.
49
Procurement Manual
Approved: 3/24/2017
(3) Divisions may not renew or otherwise extend the duration of current
contracts with debarred contractors in place at the time of the
debarment unless the Board determines that it is in the best interests of
the County to allow the contractor to continue or finish the work within
an additional, limited period of time.
(4) When a debarred contractor is proposed as a subcontractor for any
subcontract subject to County approval, the department shall not
consent to subcontracts with such contractors.
(5) The County shall not be responsible for any increases in contract costs
or other expenses incurred by a contractor as a result of rejection of
proposed subcontractors, provided that the subcontractor was debarred
prior to the submission of the applicable bid or proposal offer.
e. The Scope of Debarment: Debarment applies to all officers, Directors,
Managers, principals, Procurement Services Directors, partners, qualifiers,
divisions or other organizational elements of the debarred contractor, unless the
debarment decision is limited by its terms to specific divisions, organizational
elements or commodity/services. The committee's decision includes any
existing affiliates of the contractor if they are specifically named and are given
written notice of the proposed debarment and an opportunity to respond. Future
affiliates of the contractor are subject to the pre-existing terms of the
committee's decision.
29. WAIVER OF ORDINANCE
The Board of County Commissioners shall have the authority to waive any and all
Procurement Ordinance provisions within lawful guidelines and upon formal Board action.
30. CONFLICT AND SEVERABILITY
In the event this Manual conflicts with any other ordinance of Collier County or other applicable
law, the more restrictive shall apply. If any phrase or portion of the Manual is held invalid or
unconstitutional by any court of competent jurisdiction, such portion shall be deemed a separate,
distinct and independent provision and such holding shall not affect the validity of the remaining
portion.
50
Procurement Manual
Approved: 3/24/2017
J� 14 -IV -54-0".v
Bayshore Gateway Triangle CRA .Bayshore Beautification MSTU
Haldeman Creek MSTU
The Collier County Community Redevelopment Agency - Bayshore Gateway Triangle
Community Redevelopment Area does not have 501(C)3 IRS Tax Exemption Status. As such
our office does not submit Form 990 to IRS.
It is a Special Taxing Unit of Collier County Government formed under State of Florida Statutes
Chapter 163. The Collier County Board of County Commissioners is the ex -officio governing
board of the Collier County Community Redevelopment Agency.
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GradyMinvr
MEMORANDUM
TO: Elly McKuen; Bayshore Gateway Triangle CRA
FROM: Michael J. Delate, P.E.
Justin A. Frederiksen, P.E.
SUBJECT: Water System Improvements for Fire Protection
DATE: August 16, 2016
1. INTRODUCTION
As authorized by the Bayshore Gateway Triangle CRA, Q. Grady Minor &
Associates, P.A. has prepared this Technical Memorandum, (Work Order
4500126920 under Contract FT -09 -5262 -CI -GEN). The purpose of this study is
to review the existing water system in the CRA in regards to the current status of
fire protection and identify potential improvements to the system to increase
levels of fire protection.
2. STUDY AREA
The proposed study area consists of the Bayshore Gateway Triangle CRA with
exception of the Collier County Government Complex and that portion within the
Windstar Development. These areas generally have adequate fire protection in
place. Figure No. 1 provides a general location map of the study area.
3. EXISTING CONDITIONS
The Bayshore Gateway Triangle CRA is located in Collier County and through
an interlocal agreement receives water service from the City of Naples. The East
Naples Fire Control and Rescue District provides fire protection for the CRA.
The CRA is a mix of commercial and residential properties.
The CRA is at the periphery of the City of Naples water system. The existing
system has mains varying in size from 2 to 16 inch diameter. (Larger mains have
been identified as cast iron and ductile iron and smaller diameter mains as
asbestos cement, AC.) The age of the water system varies with some portions
being in excess of 40 yeas of age. There are also a limited number of fire
hydrants present for fire protection. Those hydrants located in public rights of
way are generally owned and maintained by the City of Naples and those within
private developments are either owned and maintained by the fire district or the
development.
Q. Grady Minor & Associates, P.A.
Civil Engineers • Surveyors • Land Planners • Landscape Architects
3800 Via Del Rey • Bonita Springs, Florida 34134 • (239) 947-1144 • Fax (239) 947-0375
Because of the CRA location on the periphery of the City's water service area,
the area has historically experienced low water flow and pressure conditions.
The East Naples Fire Control and Rescue District has confirmed these conditions.
Some system improvements and additions have been made to the system over the
years. The City of Naples is also in the process of completing pumping system
improvements at Lois and Pineland storage and repump facility which should
assist in reducing some of the flow and pressure deficiencies. However it is
anticipated that some deficiencies will still exist.
The northern portion of the CRA area is served from the primary City of Naples
water system. This is generally the area referred to as the Gateway Triangle. The
southern portion of the CRA area is served from the City's water storage/re-pump
facilities located at Lois Street and Pineland within the Gateway Triangle area.
Current water system deficiencies include undersized water mains not capable of
supporting fire flows, lack of fire hydrants at adequate spacing and dead end pipe
segments with no looping. (Many streets are finger streets ending at canals.) In
discussion with the fire district and in accordance with generally accepted
standards, fire hydrants in single family residential should be spaced
approximately at 500 feet, hydrants in multifamily residential at 250 feet and
those in commercial areas at 250 feet. Fire hydrants should be installed on mains
with a minimum diameter of 6". Where multiple hydrants exist (or within multi-
family and commercial areas), the main size should be 8" or larger.
Based upon review of the existing system, the study area can be divided into four
(4) areas requiring differing levels of water system improvements for fire
protection. See Figure No. 2 for the location of these areas.
Area No. 1 is south of US 41 and north of Haldeman Creek. It consists of both
commercial and residential properties. The commercial areas are generally along
US 41 and Bayshore Drive. Included in these commercial properties are Gulf
Gate Plaza and the Courthouse Shadows Plaza. Both of these areas are served by
mains at their perimeter. Also in the area is the Harmony Shores Mobile Home
Community. Harmony Shores has a private water distribution system with no fire
protection. Area No. 1 is generally served by small diameter main (6" or less)
with a few interconnections to the 12" and 16" water main on Bayshore Drive
and mains on US 41.
Area No. 2 is south of Haldeman Creek and north of Thomasson Drive and is on
the east and west sides of Bayshore Drive. This area is a mix of commercial and
residential properties. The commercial properties are generally on Bayshore
Drive. The residential properties are primarily single family units; however there
are multi -family units in the following areas; Plantation Way (East of Bayshore),
Bayshore Landings Apartments (West of Bayshore), Botanical Place (East of
Q. Grady Minor & Associates, P.A.
Civil Engineers • Surveyors • Land Planners • Landscape Architects
3800 Via Del Rey 9 Bonita Springs, Florida 34134 • (239) 947-1144 • Fax (239) 947-0375
Bayshore) and Abaco Bay (East of Bayshore). These multi family units do have
fire protection (fire hydrants) within them. These multi -family areas are served
from the 16" water main on the east side of Bayshore. (Parts of this main are
located under the existing northbound pavement). Also within this area is the
Moorhead Manor Mobile Home Community. This community has a private
water distribution system with no fire protection. The commercial and remaining
residential properties are generally served from the 6" water main on the west
side of Bayshore. There are minimal interconnects between the 6" and 16"
mains. This area generally has undersized mains and limited fire hydrants.
Area No. 3 is south of Thomasson Drive and includes that area adjacent to
Bayshore Drive and that area north and south of Thomasson Drive west of
Bayshore. It is primarily single family residential with exception of the
commercial properties at the Thomasson Drive and Bayshore intersection. This
area is served by a 12 inch main on Bayshore, Thomasson and Hamilton Avenue.
This area has adequate sized mains and fire hydrant spacing.
Area No. 4 is the Gateway Triangle area and is generally bound by US 41,
Airport Pulling Road and Davis Boulevard. This area also includes an area just
north of Davis Boulevard and an area east of Airport Pulling Road including the
County Government Complex. The Eastern portion of this area is generally
residential and the western portion is commercial. Areas along the major roads at
the perimeter are also commercial. The area is generally served by small
diameter main (6" and less) and has limited hydrant coverage. There are City
water storage and re -pump facilities within the area; however, these facilities do
not serve this area. These facilities generally serve the areas south of US 41
(Areas 1, 2 and 3). There are also limited connections to the existing 16" water
main that feeds the City water storage/re-pump facilities. The area east of Airport
Pulling Road generally has adequate facilities. The remaining area has
undersized mains and limited fire hydrant coverage.
4. PROPOSED IMPROVEMENTS
4.1 IMMEDIATE IMPROVEMENTS
It is proposed that an initial phase be completed to improve fire protection
by the addition of fire hydrants to existing mains and making
interconnects between smaller and larger diameter mains. The fire
hydrant additions would be made to mains with a minimum size of 6
inches. The addition of fire hydrants and main interconnects on this initial
phase is shown on Figure No. 3. A total of 25 fire hydrant additions and 7
water main interconnects have been identified. The probable project cost
is estimated at $426,000.
Q. Grady Minor & Associates, P.A.
Civil Engineers • Surveyors • Land Planners • Landscape Architects
3800 Via Del Rey • Bonita Springs, Florida 34134 • (239) 947-1144 • Fax (239) 947-0375
4.2 AREA No. 1
Recommended improvements to this area consist of the following items:
See Figure No. 4 for additional information.
• Upgrade mains and add fire hydrants in Sub -area lA consisting of
Peters and Gordon Avenue and Collee Court. Also included is a
water main extension to connect to the 12 inch water along the south
side of US 41, east of Bayshore. The probable project cost is
estimated at $422,970.
• Upgrade mains and add fire hydrants in Sub -area 113 consisting of the
Weeks, Becca, Pine, Arbutus and Mangrove areas. The probable
project cost is estimated at $447,879.
The total project cost for these two areas is estimated at $870,849.
Fire protection improvements are also needed in the Harmony Shores
Mobile Home Park. However this is a private development with private
streets and a private water distribution system. It is served by a master
water meter. If a fire main was extended in this area it's estimated project
cost is $293,802.
While the Gulf Gate Shopping Plaza has basic fire protection consisting
of a 6" main and fire hydrants, it is typical that a commercial
development would be serviced by 8 or 10" mains. To upgrade this
system to a 10" main with new hydrants is estimated to cost $222,318.
The total project cost for all these areas in AREA No. 1 is estimated at
$1,386,969.
4.3 AREA No. 2
Recommended improvements to this area consist of the following items:
See Figure No. 5 for additional information.
• Upgrade mains and add fire hydrants in Sub -area 2A consisting of
Bayview, Shoreview, Gulfview, Riverview and Lakeview. The
probable project cost is estimated at $416,898.
• Upgrade mains and add fire hydrants in Sub -area 2B consisting of
Coco, Areca, Canal and Basin. The probable project cost is estimated
at $156,216.
• Upgrade mains and add fire hydrants in Sub -area 2C consisting of
Barrett, Storter, VanBuren, Linda, Lunar, Full Moon, New Moon,
Harvest and Jeepers. The probable project cost is estimated at
$774,801.
The total project cost for these areas is estimated at $1,347,915.
Q. Grady Minor & Associates, P.A.
Civil Engineers • Surveyors • Land Planners • Landscape Architects
3800 Via Del Rey • Bonita Springs, Florida 34134 • (239) 947-1144 9 Fax (239) 947-0375
Fire protection improvements are also needed in the Moorhead Manor
Mobile Home Park. This is a private development with private streets
and a private water distribution system. It is served by a master water
meter. If a fire main was constructed in this development, its estimated
project cost is $259,302.
The total project cost for all these areas in AREA No. 2 is estimated at
$1,607,217.
4.4 Area No. 3
No improvements are recommended for Area No. 3. See Figure No. 6.
4.5 Area No. 4
Recommended improvements to this area consist of the following items:
See Figure No. 7.
• Upgrade mains and add fire hydrants in Sub -area 4A. This is the
residential area of the Gateway Triangle. The probable project cost is
estimated at $1,522,416.
• Upgrade mains and add fire hydrants in Sub -area 4B. This is the
commercial area of the Gateway Triangle. The probable project cost
is estimated at $536,613.
• Add fire hydrants on the north side Davis Boulevard in the
commercial area. (Sub -area 4C) The probable project cost is
estimated at $41,400.
The total project costs for these areas are estimated at $2,100,429.
4.6 Summary of Costs
Below is an estimate of project costs. Attached Table 1 includes a
breakdown of Project costs. The Project costs include: budget estimates
of construction costs; surveying; engineering and permitting; construction
engineering and inspection services and; a 15% contingency for a total of
$5,520,615.
SUMMARY OF COSTS
AREA
COSTS
Immediate
$ 426,000
No. 1
$1,386,969
No. 2
$1,607,217
No. 3
N/A
No. 4
$2,100,429
TOTAL $5,520,615
Q. Grady Minor & Associates, P.A.
Civil Engineers • Surveyors • Land Planners • Landscape Architects
3800 Via Del Rey • Bonita Springs, Florida 34134 • (239) 947-1144 9 Fax (239) 947-0375
No costs have been included for removal and disposal of asbestos cement
(AC) pipe beyond that incidental needed. It is anticipated that AC pipe
will be abandoned in place and mains 4" or greater grouted in place.
5. OTHER CONSIDERATIONS
It is critical that the proposed water system improvements be coordinated with the
City of Naples. The City of Naples owns, operates and maintains the water
system with the CRA. It is also important that coordination also be completed
with Collier County, the East Naples Fire Control and Rescue District and private
utilities in the area. Those activities immediately adjacent or within the US 41
right-of-way will need to be coordinated and permitted with the Florida
Department of Transportation.
Ideally planning for individual projects should begin one (1) year prior to planned
construction to allow proper coordination to occur, engineering surveys to be
complete, plans and specification developed and permitting to be completed prior
to bidding and construction.
Q. Grady Minor & Associates, P.A.
Civil Engineers • Suiweyors • Land Planners • Landscape Architects
3800 Via Del Rey • Bonita Springs, Florida 34134 • (239) 947-1144 • Fax (239) 947-0375
C.R.A. BOUNDARY
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Bayshore Gateway Triangle CRA . Bayshore Beautification MSTU
Haldeman Creek MSTU
FINANCIAL REVIEW SPREADSHEET
The Bayshore/Gateway Triangle CRA is a division within the Collier County Manager's Office,
and part of Collier County Government.
The Bayshore/Gateway Triangle CRA is a Special Taxing Unit of Collier County Government
formed under State of Florida Statutes Chapter 163. The Board of County Commissioners are
the ex -officio governing board of the Community Redevelopment Agency.
The financial review spreadsheet is not applicable to the Bayshore/Gateway Triangle CRA.