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Backup Documents 04/10/2012 Item #11G• r Memorandum 116 ---- Purchasing Department 3327 Tamiami Trail East Naples, Florida 34112 Telephone: (239) 252 -8375 FAX: (239) 252 -6547 Email: DianaDeleon@colliergov.net www.colliergov.net/purchasing Subject: Contract 11 -5785 "Management of Pelican Bay Tennis Center" Date: May 1, 2012 From: Diana De Leon for Rhonda Cummings, FCCN, CPPB, Procurement Strategist To: Ray Carter, Manager Risk Finance This Contract was approved by the BCC on April 10, 2012 Agenda Item Ab The County is in the process of executing this contract with Naples Academy, LLC. Please review the Insurance Certificate(s) for the referenced Contract. • If the insurance is not in order please contact the vendor /insurance company to obtain a proper certificate. Once you receive the proper certificate(s), please acknowledge your approval and send to the County Attorney's office via the attached Request for Legal Services. • If the insurance is in order please acknowledge your approval and send to the County Attorney's office via the attached Request for Legal Services. If you have any questions, please contact me at the above referenced information. Insu e A r ved B .; f Manag isk Finance Signature Date (Please route to County Attorney via attached Request for Legal Service RECEIVED RISK MANAGEMEW \`U G/ Acquisitions/ AgentFormsandLetters /RiskMgmtReviewoflnsu rance4/15/2010/16/09 A G R E E M E N T #11-5785 f or Management of Pelican Say Tennis Center THIS AGREEMENT, made and entered into on this /C4-4 day of Aront 2012 by and between The Naples Tennis Academy, LLC, authorized to do business in the State of Florida, whose business address is 6830 San Marino Drive, Apartment 707, Naples, Florida 34108 hereinafter called the "Contractor" and Collier County, a political subdivision of the State of Florida, Collier County, Naples, hereinafter called the "County ": WITNESSETH: 1. COMMENCEMENT. This Agreement shall commence after issuance of the Notice to Proceed, in the form of a letter from the Contract Manager. The contract shall be for one (1) five (5) year period. The County may, at its discretion and with the consent of the Contractor, renew the Agreement under all of the terms and conditions contained in this Agreement for five (5) additional one (1) year periods. The County shall give the Contractor written notice of the County's intention to extend the Agreement term not less than ten (10) days prior to the end of the Agreement term then in effect. 2. SCOPE. The Contractor shall operate and maintain the tennis infrastructure and program at the Pelican Bay Tennis Center in accordance with the Scope of Services, terms and conditions of RFP #11 -5785 and the Contractor's proposal referred to herein and made an integral part of this agreement. This Agreement contains the entire understanding between the parties and any modifications to this Agreement shall be mutually agreed upon in writing by the Contractor and the County, in compliance with the County Purchasing Policy and Administrative Procedures in effect at the time such services are authorized. 3. CONSIDERATION. The Contractor shall remit to the County for the performance of this Agreement at a minimum, a monthly guaranteed rental payment of Two Thousand Dollars ($2,000.00) plus applicable sales taxes, and utility costs including water and electric on a monthly basis. Both the rental payment and utility payments are due to the County by the fifteenth (15th) of each month for the preceding month, and said payment shall be accompanied by a statement of gross receipts for the preceding month. It is also understood that the applicable Florida State Sales Use Tax on rental payments shall be added to the Contractor's rental . payment and forwarded to the County as part of said payments. It is the intent of the County that it is to receive the rental amount as net, free and clear of all costs and charges arising from or relating to said demised premises. Page l of 16 116.. 3.1 In addition to the consideration provided in Section 3.0, above, the Contractor will invest in an annual guaranteed amount of Twelve Thousand Dollars ($12,000.00) for the duration of this agreement for investment in the Tennis Program facility infrastructure. The County reserves the right to approve plans prior to the start -up of any project; the Contractor agrees to provide follow -up audit information as requested by the County for these improvements. The contractor will make a minimum annual investment of Thirty Five Hundred Dollars ($3,500.00) on marketing the Pelican Bay Tennis Center. 3.2 Pro -rated credit will be given for all tennis memberships valid as of the date that the Contractor assumes operations. Pro -rated amount will be based on.the number of days remaining on each membership. Current rates and fees for services for fiscal year 2012 are established by the Board of County Commissioners and include: Court Fees: $10.60 per person for 1.5 hours Annual Membership (Single): $401.01 Annual Membership (couple): $701.72 Private Lesson (1/2 hours): $35.00 Private Lesson (1 hour): $65.00 3.3 The Contractor will be given the opportunity to purchase the current inventory on hand as of the date the Contractor assumes operations. The credits and debits associated with pro -rated membership and the purchase of inventory will be reconciled with the first month's commission. 4. SALES TAX. Contractor shall pay all sales, consumer, use and other similar taxes associated with the Pelican Bay Tennis Center or portions thereof, which are applicable during the management of the tennis facility. 5. NOTICES. All notices from the County to the Contractor shall be deemed duly served if mailed or faxed to the Contractor at the following Address: The Naples Tennis Academy, LLC 6830 San Marino Drive, Apartment 707, Naples, FL 34108 239- 216 -3220 (Telephone) Gary Sweet /Chuck Breger /Fritz Nau /Jason Thomas gsweetinatch@yahoo.com All Notices from the Contractor to the County shall be deemed duly served if mailed or faxed to the County to: Collier County Government Center Purchasing Department 3327 Tamiami Trail, East Naples, Florida 34112 Attention: Steve Carnell, Purchasing / GS Director Telephone: 239- 252 -8371 Facsimile: 239 - 252 --6584 Page 2 of 16 11(7 a The Contractor and the County may change the above mailing address at any time upon giving the other party written notification. All notices under this Agreement must be in writing. 6. NO PARTNERSHIP. Nothing herein contained shall create or be construed as creating a partnership between the County and the Contractor or to constitute the Contractor as an agent of the County. 7. PERMITS: LICENSES: TAXES. In compliance with Section 218.80, F.S., all permits necessary for the prosecution of the Work shall be obtained by the Contractor. Payment for all such permits issued by the County shall be processed internally by the County. All non - County permits necessary for the prosecution of the Work shall be procured and paid for by the Contractor. The Contractor shall also be solely responsible for payment of any and all taxes levied on the Contractor. In addition, the Contractor shall comply with all rules, regulations and laws of Collier County, the State of Florida, or the U. S. Government now in force or hereafter adopted. The Contractor agrees to comply with all laws governing the responsibility of an employer with respect to persons employed by the Contractor. 8. NO IMPROPER USE. The Contractor will not use, nor suffer or permit any person to use in any manner whatsoever, County facilities for any improper, immoral or offensive purpose, or for any purpose in violation of any federal, state, county or municipal ordinance, rule, order or regulation, or of any governmental rule or regulation now in effect or hereafter enacted or adopted. In the event of such violation by the Contractor or if the County or its authorized representative shall deem any conduct on the part of the Contractor to be objectionable or improper, the County shall have the right to suspend the contract of the Contractor. Should the Contractor fail to correct any such violation, conduct, or practice to the satisfaction of the County within twenty -four (24) hours after receiving notice of such violation, conduct, or practice, such suspension to continue until the violation is cured. The Contractor further agrees not to commence operation during . the suspension period until the violation has been corrected to the satisfaction of the County. 9. TERMINATION. Should the Contractor be found to have failed to perform his services in a manner satisfactory to the County as per this Agreement, the County may terminate said agreement for cause; further the County may terminate this Agreement for convenience with a thirty (30) day written notice. The County shall be sole judge of non - performance. 10. NO DISCRIMINATION. The Contractor agrees that there shall be no discrimination as to race, sex, color, creed or national origin. 11. INSURANCE. The Contractor shall provide insurance as follows: Page 3 of 16 116 A. Commercial General Liability: Coverage shall have minimum limits of $1,000,000 Per Occurrence, $2,000,000 aggregate for Bodily Injury Liability and Property Damage Liability. This shall include Premises and Operations; Independent Contractors; Products and Completed Operations and Contractual Liability. B. Workers' Compensation: Insurance covering all employees meeting Statutory Limits in compliance with the applicable state and federal laws. Special Requirements: Collier County Government shall be listed as the Certificate Holder and included as an Additional Insured on the Comprehensive General Liability Policy. Current, valid insurance policies meeting the requirement herein identified shall be maintained by Contractor during the duration of this Agreement. Renewal certificates shall be sent to the County ten (10) days prior to any expiration date. There shall be a thirty (30) day notification to the County in the event of cancellation or modification of any stipulated insurance coverage. Contractor shall insure that all subContractors comply with the same insurance requirements that he is required to meet. The same Contractor shall provide County with certificates of insurance meeting the required insurance provisions. 12. INDEMNIFICATION. To the maximum extent permitted by Florida law, the Contractor shall indemnify and hold harmless Collier County, its officers. and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the Contractor or anyone employed or utilized by the Contractor in the performance of this Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph. This section does not pertain to any incident arising from the sole negligence of Collier County. 13. CONTRACT ADMINISTRATION. This Agreement shall be administered on behalf of the County by the Parks and Recreation Department (the "Contract Manager "). 14. CONFLICT OF INTEREST: Contractor represents that it presently has no interest and shall acquire no interest, either direct or indirect, which would conflict in any manner with the performance of services required hereunder. Contractor further represents that no persons having any such interest shall be employed to perform those services. 15. COMPONENT PARTS OF THIS CONTRACT. This Contract consists of the attached component parts, all of which are as fully a part of the contract as if herein set out verbatim: Contractor's Proposal, Insurance Certificate, RFP #11 -5785 Management of Page 4 of 16 116 It Pelican Bay Community Park Tennis Center; Exhibit A, Detailed .Scope of Services; Exhibit B, Pelican Bay Tennis Center Maintenance Schedule; Exhibit C, Pelican Bay Tennis Center Inspection Checklist; Exhibit D, Pelican Bay Tennis Center Monthly Report, and Addendum 1. 16. SUBTECT TO APPROPRIATION. It is further understood and agreed by and between the parties herein that this agreement is subject to appropriation by the Board of County Commissioners. 17. PROHIBITION OF GIFTS TO COUNTY EMPLOYEES. No organization or individual shall offer or give, either directly or indirectly, any favor, gift, loan, fee, service or other item of value to any County employee, as set forth in Chapter 112, Part III, Florida Statutes, Collier County Ethics Ordinance No. 2004 -05, and County Administrative Procedure 5311. Violation of this provision may result in one or more of the following consequences: a. Prohibition by the individual, firm, and/or any employee of the firm from contact with County staff for a specified period of time; b. Prohibition by the individual and/or firm from doing business. with the County for a specified period of time, including but not limited to: submitting bids, RFP, and/or quotes; and, c. immediate termination of any contract held by the individual and/or firm for cause. 18. IMMIGRATION LAW COMPLIANCE. By executing and entering into this agreement, the Contractor is formally acknowledging without exception or stipulation that it is fully responsible for complying with the provisions of the Immigration Reform and Control Act of 1986 as located at 8 U.S.C. 1324, et seq. and regulations relating thereto, as either may be amended. Failure by the Contractor to comply with the laws referenced herein shall constitute a breach of this agreement and the County shall have the discretion to unilaterally terminate this agreement immediately. 19. OFFER EXTENDED TO OTHER GOVERNMENTAL ENTITIES. Collier County encourages and agrees to the successful proposer extending the pricing, terms and conditions of this solicitation or resultant contract to other governmental entities at the discretion of the successful proposer. 20. AGREEMENT TERMS. If any portion of this Agreement is held to be void, invalid, or otherwise unenforceable, in whole or in part, the remaining portion of this Agreement shall remain in effect. 21. ADDITIONAL ITEMS /SERVICES. Additional items and/or services may be added to this contract in compliance with the Purchasing Policy. 22. DISPUTE RESOLUTION. Prior to the initiation of any action or proceeding permitted by this Agreement to resolve disputes between the parties, the parties shall make a good faith effort to resolve any such disputes by negotiation. The negotiation shall be attended by representatives of Contractor with full decision - making authority and by County's staff person who would make the presentation of any settlement reached Page 5 of 16 lie during negotiations to County for approval. Failing resolution, and prior to the commencement of depositions in any litigation between the parties arising out of this Agreement, the parties shall attempt to resolve the dispute through Mediation before an agreed -upon Circuit Court Mediator certified by the State of Florida. The mediation shall be attended by representatives of Contractor with full decision - making authority and by County's staff person who would make the presentation of any settlement reached at mediation to County's board for approval. Should either party fail to submit to mediation as required hereunder, the other party may obtain a court order requiring mediation under section 44.102, Fla. Stat. L Any suit or action brought by either party to this Agreement against the other party relating to or arising out of this Agreement must be brought in the appropriate federal or state courts in Collier County, Florida, which courts have sole and exclusive jurisdiction on all such matters. 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 Request for Proposal and/or the Contractor's Proposal, the Contract Documents shall take precedence. In the event of any conflict between the terms of the RFP and the Contractor's Proposal, the language in the RFP would take precedence. Page 6 of 16 116 w, IN WITNESS WHEREOF, the Contractor and the County, have each, respectively, by an authorized person or agent, hereunder set their hands and seals on the date and year first above written. ATTEST: Dwight E to 'am 4 BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA By: Fred W. Coyle, Chairman The Naples Tennis Academy, Contractor By: First Witness =�'"r'b'�cby Signature ste of POW 71 ;wi GZS --Ch ''� oR r ca,,,missia, No. EE utew TType/ Pr `Aky 5095 1" VIGC �'/'1DENT S fitness Typed signature and title fi TType/ pr witness nameT Approved as to form and legal sufficiency: AAsistart County Attorney Dep ~!y Print Name Page 7 of 16 Exhibit A Scope of Services Detailed Scope of Work ii6 The Contractor shall operate and maintain the tennis infrastructure and program at Pelican Bay Community Park Tennis Center. The Contractor shall provide, operate, maintain and pay for the Tennis Program, including, but not limited to the following goals: Pelican Bay Tennis Center Goals: a. To provide a "first class" Tennis Program and facility, which promotes the sport of tennis throughout all age groups in the Collier County community in conjunction with the Parks and Recreation Department. b. To manage a Tennis Center which is recognized by the USTA. c. To provide a well maintained facility. 2. Managing and maintaining the day -to -day operational requirements of the "Tennis Program' including: a. 8 lit har tru clay courts, Cal -Cap subterranean irrigation system, nets and associated court supplies and equipment, windscreens, fence structure, cabanas, seating for the courts, walkways to the courts and around the pro shop, the pro shop building, and the men s and women's restrooms. b. Maintenance and repair of all of those facilities identified in 2 a in accordance to the attached Facility Maintenance and Repair Schedule. C. Provide all supplies and services to conduct repairs and upkeep of the tennis courts and the pro shop. Maintaining a United States Tennis Association (USTA) facility membership. 4. Selecting, managing and supervising "Tennis Program' staff. The selected Contractor is fully responsible for any employees under their direction. All staff are employees of Contractor not Collier County. ' 5. Managing all sourcing, inventory, point of sale and financial reporting for the Tennis Program, including, but not limited to 'the: pro shop, tennis lessons, memberships, and tournaments. a. Programming will minimally include court time for open play, round robins, leagues, adult instruction, junior instruction, and special events. b. A minimum of twelve (12) community events per year will be offered. c. All CCWTA, CTA, and USTA leagues, and competitive team matches which were scheduled in January 2012 for the Spring 2012 season will be honored. Team members who dm 't hold a current Pelican Bay Park Tennis Membership will pay $10 per home Page 8 of 16 c. Monthly Facility Inspection - use attached form Exhibit C, Pelican Bay Inspection Checklist This report will be completed monthly by County staff and will be reviewed with Contractor. Report will be completed at the beginning of each month. d. Monthly Inventory Checklist - form will be developed prior to commencement of operations. This checklist will provide documentation that a physical inventory of Collier County property has be done by County staff. Report will be completed at the beginning of each month. 8. Providing for the following (unless otherwise approved by the Director of Parks and Recreation or his representative): a. Hours of Operati on: Monday - Friday 8:00am to 9:O0pm, Saturday - Sunday 8:00am to 5:00pm. Facility may operate longer hours if desired beginning at 8:00am and ending at 10:00 pm. b. Tennis Equipment: The Contractor shall provide all equipment necessary for delivery of service to participants of the Tennis Program. Some minor equipment will remain in inventory at Pelican Bay Tennis Center and may be used by the Contractor. At the end of the contract, the Contractor must replace any damaged or lost equipment. Each month all property owned by Collier County will be accounted for through an inventory process conducted by the Director of Parks and Recreation or his representative. c. Auditing of Accounts: The Contractor shall, upon demand, make available locally, books of account and financial statements to authorized representatives of Collier County. d. Employee Qualifications: The Contractor shall provide experienced personnel overseeing the facility. Conduct of the employees of the Contractor shall be subject to reasonable regulation by the Director of Parks and Recreation Department. The Contractor shall employ people to work at this facility who are professional, literate, neat, clean, well- groomed and courteous and wear a uniform of the awarded company. All employees must be screened and background checks must be completed as directed by the Department. The Contractor shall bear the costs of all background checks performed by the County. e. Point of Sale Equipment: The Contractor must use point -of -sale electronic cash machines or other electronic accounting control equipment for the proper control of cash payments. Cash register tapes must be maintained and made available upon demand during the entire term of the Agreement with Collier County. f. Operational and Facility Concepts: The Contractor must obtain written approval from the Director of Parks and Recreation or his authorized representative for any and all changes in operational concepts as set forth in the Proposal. The Contractor shall pay for any improvements to the Tennis Program, including all costs associated with permits and renovations. g. Maintenance and Repairs: The Contractor shall, to the satisfaction of the Director of Parks and Recreation or his authorized representative, provide normal and routine daily, Page 10 of 16 ii6 W monthly, and yearly maintenance and repairs of the facilities, designed to keep the premises and equipment in a good state of repair, free from hazardous conditions and deterioration, thus providing for the comfort and safety of visitors and patrons. Maintenance and repairs are to be completed - according to the attached schedule and include the following areas: cabanas/ court furniture / bleachers, court lighting, court surfacing, court supplies (nets, net accessories, tidy buckets/ trays, and windscreens), fence structure, pro shop, restrooms, subterranean irrigation system, trash removal, and walkways. All supplies and services needed to complete maintenance and repairs will be provided by the Contractor. h. Securi : The Contractor.shall provide any security measures which may be required to protect his /her area and his /her equipment, materials and facilities. i. Trash, Rubbish and Garbage Removal: The County will provide large garbage, trash and rubbish receptacles. The Contractor shall be responsible for providing the appropriate garbage bags. The Contractor shall be responsible for collecting all normal and routine trash and placing the closed, secured bags at the front of the maintenance building between 8:00 - 11:00am each day. The Contractor agrees to perform daily removal of litter in the immediate exterior area within fifty (50) feet of the tennis courts and Pro Shop building. j. Assignment of Concession Agreement: The Contractor shall not, at any time during the tenure of the Agreement, sublet any part of this Agreement or assign any portion or part of it, except by virtue of written permission granted by the Board of County Commissioners. k. Appearance of Premises: The Contractor shall have a neat and orderly operation at all times and shall be solely responsible for the'necessary housekeeping. The Contractor shall make available all areas under their control for examination at any time by the County project manager. 1. Restrooms: The Contractor shall have primary responsibility for maintaining the restrooms and restroom supplies. The restrooms should be checked a minimum of twice daily. Collier County Facilities Management Department will assist by providing a professional cleaning service to clean the bathrooms 1 - 3 times per week depending on the County's current cleaning contract. m. Public Use of Facilities: The Contractor shall be responsible to the Director of Collier County Parks and Recreation or his authorized representative for the satisfactory and courteous operation of the concession. Nothing in this Agreement shall preclude the County from using the public areas for public and/or civic purposes as deemed necessary. n. Marketing, Advertising, and Signs: Collier County Parks and Recreation logo must be placed on all marketing materials. This includes all media: print, radio, television, and online. The Director of Collier County Parks and Recreation or his designee must pre - approve all marketing materials prior to use. This includes any signage. Collier County has the right to reject marketing materials. Page 1.1 of 16 ii6�;"4 o. Commencement of Operation: The Contractor shall be open for business to the public no later than thirty (30) days after the approval of the Contract by the Board of County Commissioners. The commission percentage shall remain firm for the initial term of this contract. Requests for consideration of a commission adjustment must be made on the contract anniversary date, in writing, to the Purchasing Director. Price adjustments are dependent upon budget availability and County approval. Surcharges will not be accepted in conjunction with this contract, and such charges should be incorporated into the pricing structure. Page 12 of 16 llf EXHIBIT B PELICAN BAY TENNIS CENTER MAINTENANCE SCHEDULE .............. Cabanas, Court Furniture, and Bleachers Court Lighting Court Supplies /Equipm ent: Nets, Net Accessories, Windscreens, Tidy Buckets and Trays, Daily/Weekly Monitor bleachers, tables, cabanas, and water fountains for cleanliness and safety. Sweep cabanas, wipe tables, and remove litter daily. DO NOT OPERATE MECHANICAL BLOWER BEFORE 8 AM. Report any light issues to Veterans Community Park. Responsible for keeping control panel locked. Check center net straps, anchors, and net heights weekly. Replace /adjust as needed. Check windscreens and nets weekly. Replace torn nets or windscreens within 30 days. Windscreens may be removed when the first significant storm threatens the area during hurricane season. Windscreens must be rehung no later than November 15th. Court Surface Drag and line tennis courts at least twice daily: prior to morning and evening play. Apply clay as needed. Apply algaecide weekly or as needed to prevent "hard pan" areas. Remove hardened areas weekly /monthly. Remove weeds as needed. Check court lines weekly: level lines and add nails as needed. Page 13 of 16 Monthly /Annual Clean cabana awnings at least twice a year. Inventory court grooming equipment and replace bristles, teeth, and rollers as needed. Replace nets every 12 -18 mos., tidy buckets every 18 -24 mos., tidy trays when broken or significantly faded, and windscreens when tears or discoloration is noted. Replacement windscreens must be of similar size, color and construction. Resurface Courts every 12 -18 mos.: remove & dispose of old clay, replace lines, add new material, and level. Roll courts as needed Repair Responsible for all repairs and replacements except water fountains. Responsible for but not limited to bulbs, ballasts, and fuses. Not responsible for any wiring issues. Responsible for all court supplies, and keeping Inventory items in good 1 condition. Responsible for all supplies and repairs. Responsible for disposal of old court materials. Page 14 of 16 0--'; 1 116 ; Fencing Check fences weekly for safety Re -tie fence net to posts and Responsible for all issues. stabilizer bars using black fence ; repairs and tie wire. Cover areas which have 1 replacements. lost black coating with black spray paint. Pro Shop Clean pro shop daily. Monitor _ Responsible for all any supplies and inventory items. equipment in the building. Collier County is responsible for the _ _ I building itself. Restrooms Check Restrooms at least twice Responsible for all daily. Clean /disinfect daily. i supplies and repairs Cleaning company will clean except repairs restrooms 1 -3 X weekly needed to restroom depending on contract. building. Subterranean Monitor irrigation at least twice j Check & clean solenoids Responsible for all Irrigation System daily and make adjustments as monthly. Clean filters quarterly. supplies and needed. Monitor rain sensors. I repairs. Trash Removal Empty trash from Tidy Buckets Clean trash receptacles monthly. ;Collier County will at least once per day, large provide large trash garbage and recycle containers receptacles and as needed. remove normal and routine trash. Place Responsible for providing trash ! bags in front of bags. maintenance building between Remove litter from courts and ! 8:00- 11:00am only. pro shop area daily. Walkways and Sweep and remove litter at least Power wash concrete areas as Collier County Concrete daily. needed. responsible for Area around Pro:: concrete repairs r Shop Clean Tennis -Two Steps twice that occur due to daily. aqe. Page 14 of 16 0--'; 1 a� e� A .^y r�l V Q% U U � H v as � x � W M■� 4� f U i.r MM� �I a� a 11G e! w 0 on Cd w o ❑ ❑ ❑ ❑ ❑ ❑ c � a U � 0 C7 a ❑ ❑ ❑ ❑ ❑ ❑ ' a a w � 0 m a ^C O ^O ❑ ❑ ❑ ❑ ❑ ❑ O H a z ° 0 ❑ ❑ ❑ ❑ ❑ ❑ o ❑ ❑ ❑ ❑ ❑ ❑ ° L CSC a b IH O ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ a 'O x ❑ ❑ ❑ ❑ ❑ ❑ o ❑ ❑ ❑ ❑ ❑ ❑ U a L O iL ice, 7 O a O R O 0 U C-) U U U 11G e! w 0 on Cd w Ex IM 17 !) PELICAN BAY TENNIS CENTER MONTHLY REPORT Month: Year: L Mnnthlu RN%tPnue 116 2. Tennis Center Participants Gen 41�ti fs,�l tat�rhia: NIIVP.' 5pe:lai'Event League I Teq in Inaruelen 1Lnlc' P�Qg€sns 7 I a 3 ipan � Rill TOTAL ink:€p n*- i arnciviiri Pir€ 4; run H. P,mucini +t' ayt ntr :�o-.16Firs�r..ztfarr?. . -•... q, 3. Tennis Center EmurF LJsAL-2 fCeurtHreiurs 1 Mdnfhl L3 3n11 ?ch€ s t4x5peaai.E Jer' pity tl r. Biil hrt cfi.ne > i€rcrosprual . "w4c. n � ttu �r airan; R >€€ rl* ' .., &, urge ° use= ULrrrees Mlemnersh 91rp.5hcpSit &Hisrt s � t:en i LeG eF -s Ins*ructicr REV.70iAlL € 2. Tennis Center Participants Gen 41�ti fs,�l tat�rhia: NIIVP.' 5pe:lai'Event League I Teq in Inaruelen 1Lnlc' P�Qg€sns 7 I a 3 ipan � Rill TOTAL ink:€p n*- i arnciviiri Pir€ 4; run H. P,mucini +t' ayt ntr :�o-.16Firs�r..ztfarr?. . -•... q, 3. Tennis Center EmurF LJsAL-2 fCeurtHreiurs 1 Mdnfhl L3 3n11 ?ch€ s t4x5peaai.E Jer' pity tl r. Lei u;Cenrl It�tfuC€gptp k njc' p -oPrarn US /tGE Ti]7AL . "w4c. n � ttu �r airan; R >€€ rl* ' .., &, urge usags -iyage• use= w d. AddI icmal Data ::Na€tn ^,e of aii�� `°"` Num .ri'af :a: a r�i:rrlbermf`_.p € I:,; Numha€vaf i °_umberaFCaniF;s. Num ern #Dar -&& a ri €rmhpr of rn°xer "h1, € tt r €.hipaFt7fv71 + Rirxlnet Sr Fit nk EYenta: v US7�ti tats Lec E,;r teams S tin rr rah tins T. ire tnfice Openr Completed 8y: Date; Page 16 of 16 �W � CERTIFICATE OF LIABILITY INSURANC4 1 Q413012012 YYYY) �� THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Ott Insurance Agency, LLC 10915 Bonita Beach Rd. Ste. 1141 Bonita Springs FL 34135 CONTACT Brian Seneski NAME: PHOE A /C "No Ext:2399480001 FAX No): 2399482004 E -MAIL bseneski @hotmail.com ' ADDRESS: - INSURER(S) AFFORDING COVERAGE NAIC # INSURER A: Century Surety Company POLICY EFF MM DD YYYY INSURED Naples Tennis Academy LLC 6830 San Marino Dr #707 Naples FL 34108 INSURER B: Business First Insurance Company INSURER C: INSURER D: INSURER E: INSURER F: $ 1,000,000 COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF MM DD YYYY POLICY EXP MM DD YYYY LIMITS GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 X COMMERCIAL GENERAL LIABILITY DAMAGE TO RENTED PREMISES Ea occurrence $ 100,000 A CLAIMS -MADE � OCCUR Y N CCP765278 04/25/2012 04/25/2013 MED EXP (Any one person) $ excluded PERSONAL & ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP /OP AGG $ inc in agg JECT F7 X POLICY PRO LOC $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ BODILY INJURY (Per person) $ ANY AUTO ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Per accident) $ PROPERTY DAMAGE Peraccident $ NON -OWNED HIRED AUTOS AUTOS $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE DED I I RETENTION $ $ WORKERS COMPENSATION WC STATUTH- - O BANY AND EMPLOYERS' LIABILITY YIN PROPRIETOR /PARTNER /EXECUTIVE OFFICER /MEMBER EXCLUDED? (Mandatory in NH) NIA Y 0521 - 08525 -0 04/27/2012 04/27/2013 T RY LIMIT ER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) Clubs- racket sports and handball Additional Insured: Collier County Board of County Commissioners Attention: Purchasing Department 3327 Tamiami Trail East Naples, FI 34112 -4901 30 day cancellation clause included. CERTIFICATE HOLDER CANCELLATION Collier County Board of County Commissioners Attention: Purchasing Department 3327 Tamiami Trail East Naples,Fl 34112 -4901 (239) 732 -0844 Fax SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE @ 1988 -2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010/05) The ACORD name and logo are registered marks of ACORD 11 From: DBA/ THE NAPLES TENNIS ACADEMY GARY SWEET /CHUCK BREGER /FRITZ NAU/ JASON THOMAS 6830 SAN MARINO DIL APT. 707 NAPLES, FL. 34108 GSWEETMATCHOYAH OO.COM 239- 216 -3220 TO: COLLIER COUNTY GOVERNMENT PURCHASING DEPARTMENT ATTN: JOANNE MARKIEWICZ 3327 TAMIAMI TRAIL E NAPLES, FL. 34112 SOLICITATION: 11 -5785 MANAGEMENT OF PELICAN BAY COMMUNITY PARK TENNIS Tab 1, Management Summary Our Vision The Management Team of the Naples Tennis Academy (NTA) is uniquely qualified to provide all aspects of world -class facilities management to the Pelican Bay Community Park Tennis Center. Our plan includes tennis membership growth through targeted recruitment campaigns, website development and the use of social media marketing. We also plan to increase revenue streams by raising the visibility, vitality and diversity of social, recreational and competitive programs. With over a hundred years of combined experience in tennis club management, we see the tennis program as a vital link to the enhancement of the Naples community and are committed to an inclusive, nationally and internationally recognized facility. We will recruit players from around the world to enhance tourism, strengthen the. program and its reputation as a highly desirable tennis destination spot and elite training facility. We also see the importance of the tennis program in strengthening the community by serving as a center that provides residents with outstanding opportunities for all levels of play with an emphasis on the importance of building community and supporting family through the positive aspects of tennis. As aI prospering Community Center, we will provide additional services to the community by establishing and. maintaining a pro shop, along with space for social and educational programs. In short, we bring our qualifications and proven track record to promote all aspects of the tennis program at the Pelican Bay Community Park Tennis Center. Who We Are Chuck Breger Tennis Director and Management Specialist. USPTA Professional with over 25 years of experience coaching, managing tennis clubs, and increasing sales and revenue streams. Owned and operated Imperial Racket Club 239- 287 -9111. BregerC @yahoo.com Fritz Nau USPTA Professional with over 30 years coaching, training and developing both elite players and players of all ages and abilities. Traveling coach for Nick Bollettieri Tennis Academy. Marketing and sales specialist. Owned and operated The Players Club. (239) 431 -5137 Fritznau @gmail.com Gary Sweet Over 20 years of management experience. Responsible for all aspects of the day -to -day operations of the business and finances. Budgeted and directed a sales force with over $18million in annual sales. Lead a management team that was successfully awarded many federal, state, and local food contracts. Tennis Instructor and Coach, BS in Organizational Communication and Management. 239 -216 -3220. gsweetmatch @yahoo.com 11(�'rwk- Jason Thomas Tennis Director, Fitness and Management Specialist. USPTA Professional. Owned and operated Imperial Racket Club. Certified fitness trainer. Coached Division 1 tennis at Clemson University. CPR and AED certified .239 -404 -3913 JMTimperialtennis(a-)-amaii.com (See resumes in Tab 2) Our Professional Affiliations and Certifications • United States Professional Tennis Association • United States Tennis Association • Spanish Tennis Association High Performance Coach- Nick Bollettieri Tennis Academy • ATP and WTA, Professional Coaches Association Our Commitment We are committed to providing the services outlined in this proposal in accordance with the agreements stated herein. Cordially yours, I Chuck Bre er Fritz Kau Ga Sweet J son Thomas 2 1i6 Tab 2 Business Plan Leading and Implementing Tennis Program The Management Team of the Naples Tennis Academy's (NTA) currently provides tennis and fitness services in the area, and our qualifications are highly sought after. Through our combined efforts and expertise, our mission is to grow and sustain the sport of tennis at Pelican Bay Community Park. This includes an increased number of social events, round robins, interclub play, league play, clinics and instruction, and tournaments.. All programs and tournaments will be under the guidelines of the USTA, USPTA, and USPTR. Our Marketing and Community Outreach. Plan will increase the visibility of the many tennis opportunities offered to the community. The engine of this plan is a web - -- based, social media marketing approach, with links and special program offers through travel sites and community hotels and vacation spots. The website features links to membership forms and online shopping in our Pro Shop. Additionally, a Membership Development Plan (MDP) will be put in place to attract new membership and at the same time, keep current members, happy, active, and involved in our programs. The MDP is an important strategy for the academy and for player development We will maintain a first class facility and website that makes the park a premier tennis destination. We are dedicated in accordance with the Parks and Recreation Department, to provide quality service, an outstanding facility, and world - -- class play and programming. We are the preferred option in the community with more combined teaching, coaching, and professional affiliations than any other facility in the county. Timellue for Implementation As the preferred option in tennis, our Management Team brings a wide client base to begin operations. Therefore, immediate growth in membership; lessons, clinics, round robins, teams and league play will be realized within the first quarter. Additionally, The Naples Tennis Academy will hold more organized play for men and women of all levels. This includes adding to the schedule, 2.5 to 4.5 levels of play for round robins. The new program will include special events, member guest day, tennis carnivals, beat the pros, boot camps, player appreciation days, bi --- weekly pro and junior exhibitions, tennis ladders, cardio tennis, junior match play, tournaments and more leagues. The implementation of programs and clinics will be ongoing to keep the members and guests involved and excited about participating in the new programs. The NTA will also provide an expanded seating area for spectators. Development of the new website and marketing plan will begin within the first quarter. Solicitation of a Web developer will begin immediately to meet the timeline of implementing the new system within the first four months of operation. This will be done in conjunction with the launch of the marketing plan. Within the first quarter the marketing team will meet with local venders to begin partnering on strategic marketing initiatives. 3 Ile - M Plans for implementation of a fully stocked onsite Pro Shop will begin immediately. The initial plan is for the redesign and re--- utilization of the existing structure to include shelving and counters for merchandise and dressing rooms for customers. Facilities Enhancements (timeline and dollar investment) Courts and Facilities: Upon award of the contract NTA will budget $53,000 towards the reconditioning of the courts to include lines, screens and nets, as well as power washing the cabanas. The seating area for players and spectators will be expanded. Website, Marketing and Online Pro Shop: Upon award of the contract, NTA will budget $28,000 towards a professional web design that will include the capacity for Google integration, membership administration, search link building, online shopping, photo gallery, and press release capacity. Onsite Pro Shop: Upon award of the contract, $6000 will be budgeted for the reutilization of the existing structure to provide a fully stocked Pro Shop. Project Report This report outlines the work toward implementation of the Website Project. The Marketing Team develops a competitor's grid and conducts a market analysis of competing websites, features and services. Once the information has been processed, the team highlights features for the website to stand out in the current market. Features such as real time video streaming and press release capacity in order to highlight the success of clientele and increase visibility will undergo cost analysis. The Marketing Team will identify premier features for an interactive site with Google integration and secure shopping capacity, along with other features gleaned from the market analysis. Then they will develop a project work order and solicit vendor bids for work completion. 2 11 Leadership Team All members of the Leadership Team serve multiple roles in marketing, facilities management, directing tennis programs and providing instruction, coaching and special events. The key players are as follows: Chuck Breger 901 Egrets Run Naples, Florida 34108 Phone: 239 -287 -9111 E -Mail: Bre erC Yahooxom Qualifications Experienced tennis professional with uncompromised dedication to player development. Established and directed successful junior training programs, home to many elite and top ranked players. Managed all aspects of full service tennis facilities,.including membership development plans and sales, budget management, staff training and supervision, property management, and coordination of leagues, teams, clinics and private lessons to people of all ages and abilities. Experience Pelican Bay Park Tennis Tennis Professional 2005 - present • Coach all men's and women's USTA League teams • junior Tennis Director to many elite players, including several top ranked juniors • Teaching professional to all levels, providing private lessons and clinics Imperial Racket Club Owner /Director 1998 -2005 ■ Managed daily operations including membership sales, court maintenance, men's and women's round robins, adult leagues, private lessons, clinics, social events, tournaments, and budgeting • Developed and expanded the junior Tennis Program • Hired, trained and supervised all personnel, providing ongoing evaluation ■ Managed Pro Shop and increased sales WCI Communities at Tarpon Cove Yacht and Racket Club 1995 -1998 Tennis Director • Built successful membership drive • Developed tennis programs to serve all ages and abilities • Coached USTA teams and ran clinics, lessons and interclub teams and round robins • Increased tennis programs and memberships 5 WILLIAM FRITZ NAU 7648 Ponte Uerda Way Napless, FL 34109 Phone: 0239) 431 -5137 EXPERIENCE 116.., 2008 to present Private Tennis Instruction • Provide individual and group instruction to all ages and abilities • Stroke development training and refinement • Conditioning and match readiness training • Periodization training Sept. 2005 -2008 The Players Club of Charleston Owner and CEO. The Players Club of Charleston • Oversee membership and maintenance of The Players Club of Charleston's 9 HarTru Clay courts and 4 hard courts • Group training with 25 serious adult women playing in leagues • Private training area for serious adult men • Coordinate club tournaments for top juniors and Adults in the area Jan. 2003 -2008 Charleston Tennis Academy Owner and Director of Tennis. Charleston Tennis Academy Inc, SC • Oversee the complete development of Charleston's top 25 junior players • Head coach of Porter Gaud varsity boys and girls tennis teams. The Team has won 3 state titles in 3 seasons • Porter Gaud after school program. Teaching 20 1 - 8th graders per week March 2001 -Jan 2003 Daniel Island Tennis Center Director of Tennis. Daniel Island Tennis Center, SC • Coordinate all adult and junior tennis programs for FCTC • Train all Teaching professionals to coach at the junior national and international levels of play • Program included 75 -100 juniors and 50 USTA team players ranging in level from 3.5 -5.0 0 Coached professional players during the Family Circle Cup (2001,2002) In charge of clinics and Pro Am for G&J V. P. Advertisers during Family Circle Cup Porter Gaud girls varsity coach 2002 (State Champions and SCISA Coach of the year) Dec. 1999 -Feb. 2001 . IMG Academies Director of Adult Sports. Bradenton, FL • Coordinate marketing, sales, and customer service for all adult programs including: o Nick Bollettieri Adult tennis o David Leadbetter Adult Golf o International Performance Institute Professional Athlete Rehab Set the complete itinerary for all academy VIP's 1997 -1999 Nick Bollettieri Tennis Academy Coach -IMG and BSA Elite Junior Squad Bradenton, FL IMG Elite Team: Oversee the complete development of 12 world -class junior athletes. All Players aspire to turn professional and to date have been ranked in the top five 1TF World rankings and have won at least one major international tournament. My job is to assist each player to develop his or her skills and talent in preparation for turning professional. Coaching responsibilities: • One -on -one stroke production- training with Nick Bollettieri.and top BSA coaches. • Group training (8 -12 players)- live bail practice, continuing work on techniques, consistency, depth, and placement • Peer group practice (20+ players)- drilling, point, set, and match play • Strategy and tactic sessions- Video analysis of current and past professional matches • Periodization training- coordinate and oversee the individualized physical conditioning program of each player in preparation for major international competition • Mental toughness training • International tournament planning and scheduling Current IMG Elite Team: Xavier Malisse 18yrs Belgium 108 ATP Paul -Henri Mathieu 17yrs France 350 ATP Elena Bovina 16yrs Russia 1 S WTA Daniella Hantuchoval6yrs Slovakia 250 WTA Ryan Russel 15yrs Jamaica # 1J,N (16) Luis Noreiga 15yrs Peru #2SA (14) Todd Reid 14yrs Australia #1 ATA (14) Dong Wei 12yrs Korea #1 ITF {12) Nicole Pitts 12yrs USA #1 USA (12) Maria Sharapova 12yrs Russia #1 ITF (12) Jamea Jackson 12yrs USA #4 USA (14) BSA Seniors Oversee the complete development of Bollettieri Sports Academy (BSA) Elite group of athletes who aspire to play college tennis. Players attend school in the morning, practice in the afternoon, and play tournaments on the weekend. Coaching responsibilities: • Special Help- Scheduling time for individual stroke production sessions after daily practice • Peer group practice- Daily drilling, games, set, and match play • Periodization training- Systematic fitness . program for the school year that peaks each player for the Orange Bowl (December), High school district, regional, and state tournaments (May) • Weekend tournaments- Plan and schedule tournaments during the school year • Sectional and National tournaments- Plan and schedule the summer tournament • SAT &TOEFL - Coordinate preparations and tutoring for players requiring special help 1994 -1997 Gold Coast Tennis Academy . President. Boca Raton, FL • Coached and trained 24 international juniors • Coordinated schooling, housing, food, and transportation for 16 boarding students • Trained five coaches to assistwith elite junior development program • Planned and scheduled tournaments for all players • Assisted with college placement • Managed night security and player supervision • Summer camp: Trained 50 American juniors for six weeks Best junior result: 12 I Ira I F Simone Amorico, National 16's Champion, Kalamazoo, MI, August 1997 Gold Coast Tennis Academy- College Placements: Cary Franklin Karen Price Clayton Hall Lindsay Sullivan Jamie Cohen Charlie Perer Joey Gabey Seth Hauser Jordan Huffer Illinois Brown Rice William and Mary Amherst Tulane Ball State Furman Lynn 1992 -1994 Private coach to Andre Agassi 1983 -1992 Nick Bollettieri Tennis Academy Traveling Coach. Bradenton, FL BSA Stars • Andre Agassi • Jim Courier • David Wheaton • Monica Seles *Positions held during this time: • Adult Tennis Director 1989 -1992 • Elite Program Director 1989 -1992 • Group I, Head Coach 1986 -1989 • Marketing Director 1.983 -1986 1977 -1983 Lexington Tennis Club President of World Class Tennis Academy. Lexington, KY Director of Tennis. • Oversee 1000 members, adult leagues and clinics, junior programs, pee wee clinics, tournaments, summer campus, holiday campus, and snack bar. Facilities include 10 indoor hardcourts and 10 indoor clay courts, 100 sq. ft. nursery, pro shop, and 2500 sq. ft. clubhouse Top Player: Susan Sloane USTA 12's #1, USTA 14's #1, USTA 16's #1, USTA 18's #1, WTA #18 1979 -1980 University of Kentucky Volunteer Assistant Coach. Lexington, KY 1974 -1976 Shillito Park Director of Tennis. Fayette County Parks Dept, Lexington, KY N GARY SWEET 6830 San Marino Drive Apt: 707 Naples, FL 34108 cell: 239- 216 -3220 gsweetmatch @yahoo.com Experience July 2009 — present Pelican Bay Community Park; Naples, FL. *.Tennis instructor *Coached, trained, and developed under the direction of former #'1 senior ITF player in the world for 8 years *Former top ranked state player *Train and coach top ranked junior, state, sectional and national players. *USTA member *Former USTA junior and adult team tennis participant *USPTA insured ($9 million liability insurance) July 1986 —March 2007 A.J. Sweet of Madison, Inc., Madison, Wl. *President *Managed a wholesale food distribution family owned business with over 100 employees *Distribution of fresh fruits and vegetables /canned and frozen foods /dry products *Managed operation with annual sales exceeding $18 million *Oversaw the new site relocation selection process and building plans *Worked with all departments in the transition to a new facility *Implemented a cost cutting plan and restructuring of the business *Reduced the worker's compensation ratio *Produce purchasing manager *Arranged for the transportation of full and partial loads of fresh fruits and vegetables 10 throughout the country *Set pricing for retail and foodservice accounts *Successfully bid on federal, state and local food contracts *Inventory control management *Daily walk- through coolers for quality assurance *Handled accounts receivable collections *Contacts with many food brokers *Updated sales reps of current and future market conditions Education Arizona State University Tempe, AZ. May 1989 Bacheior of Science Organizational Communication and Business Management 11 nvlTimperialtemis@gmaii.com 239.4043913 JASON M. THOMAS QUALIFICATIONS 116. 2031 Castle Garden Lane Naples, Florida 34110 • Played competitive tennis for 20+ years receiving honors at the high school and collegiate level. Coached at Clemson University, Division I top-20 men's and women's college tennis teams. • Developed players from the beginning levels of tennis to state and nationally ranked players. I have designed individual workouts and training programs for state and nationally ranked players as well as Division I college tennis. • Involved in all phases of the tennis and fitness industry. Coordinated all.tennis programs and functions, budgets, court maintenance, private and group lessons, the running of USTA adult leagues, and membership sales. • Hardworking, dedicated, and persistent, I am self - motivated and always looking for challenges and opportunities, EDUCATION Badtelor of Science in Physical Education 1986 -1989 USC Coastal Carolina College Conway, South Carolina Attended on a men's tennis scholarship National Acadenri d SportsMedidne 2010 Certified personal. trainer CPRIAED Certification 2010 EXPERIENCE Director d Tennis Summer 2011 Carr{ Cedar, Casco, Maine • Trained and supervised 11 tennis coaches to facilitate the teaching of 280 juniors • Organized groups of juniors according to level of play Arranged,intercamp and intracamp tournaments to generate match play • Provided private lessons 12 Jason M. Thomas 11(7 j' Director /Owner 1998 - 201C In erial Tennis Club, Naples Florida • Administered everyday activities at the club including membership sales, court maintenance, men's and women's round robins, adult leagues, private lessons, clinics, junior academy, personal training, and budgeting. • Increased men's membership by 20 percent to a total of 120 members • Expanded women's membership by 100 percent to a total of 50 members • Built a 40- member, high- performance junior academy • Managed an annual budget of $150,000 Head ProVirector d Junior Programs 1995-1998 Tarpon Cove, Napl e� Florida • Coordinated all tennis programs including weekly exhibitions, 15 adult leagues, lessons, 5 adult clinics • Supervised the organization of the junior academy that consisted of 40+ juniors • Designed strength and conditioning programs for state and nationally ranked juniors Volunteer Assistant Coach 1992-1995 Clemson University Men's and Women's Tennis • Provided individual workouts for team members on a daily basis • Participated in team workouts Director of Tennis 1992-1995 Clemson University (Total Terms Training) • Coordinated all tennis programs and functions for the junior academy • Provided individual and group training for juniors • Expanded the number of players by 15 percent Director of Tennis Summers 1994 and 1995 Lake George Club, Lake Georg4 New York • Organized all tennis activities including junior and adult clinics, member relations, private lessons, weekly socials and exhibitions • Supervised 3 tennis instructors Head Tennis Pro 1990-1,992 Dunes Golf and Beach dub, Myrtle Beach, South Carolina • Directed a 300+ membership program and organized all tennis- related activities 13 116 Design Concept and Implementation The Naples Tennis Academy professionals will supervise and carryout all aspects of operations at Pelican Bay Community Park. This.will provide an interactive presence with our players, not available anywhere in the Naples area. NTA professionals will run all programming. New initiatives will be heavily marketed to ensure Pelican Bay Park is the club of choice to meet the needs of both recreational and elite players. Complete schedule of team play, round robins, clinics and special events such as tournaments, exhibitions, and parent /child programs will be advertised and available in real time via our web - based marketing strategies and on local cable networks. Memberships will increase in proportion to the increase in our programs and the desirability of our product. This will also attract an increase in elite players from around the world. The Pro Shop will be a complete tennis retail store designed to meet the demands of tennis players of all levels. We place a premium on customer satisfaction, top quality products and expert service at competitive prices. Services available through the retail store include expert stringing, along with a full line of apparel, rackets, shoes, NTA gear and accessories. Additionally, a full online pro -shop will allow our players 24hour access to tennis merchandise at reduced rates. Hours of service: Monday - Friday 8:00am- 9:00pm Saturday 8:00am- 5:00pm Sunday 8:00am- 5 :00pm Rates and fees: The rates for the year 2012 calendar year will be those established by the Board of County Commissioners. Annual projected sales volume: NTA places quality over quantity. We expect to have increased revenues of 10 to 20% over last year's revenue across the board. Timeline for Concession Project Implementation for the onsite and online Pro Shops will begin immediately. Both should be up and running and available to the public within the first quarter. 14 11f Pro Shop Pro Shop Inventory and Pricing Rackets /Strung Price Babolat AeroPro Drive GT $179 Babolat AeroPro Drive GT Plus $179 Babolat AeroPro Lite GT $169 BaboIatAeroPro Storm GT $179 Babolat AeroPro Storm Tour GT $179 Babolat Pure Drive GT $179 Babolat Pure Drive GT Plus $179 Babolat Pure Drive Lite GT $179 Babolat Pure Storm Team GT $179 Babolat Pure Storm Tour Plus GT $179 Prince EX03 Tour 100 18X20 $179 Prince. EX03 Tour 100 16X20 $179 Prince EX03 Black $179 Head YOUTEK IG Speed 18 x20 $189 Head YOUTEK IG Speed 300 $189 Head YOUTEK I`G Speed Lite $189 Head YOUTEK IG Instinct Junior $89 Wilson Five BLX $20`5 Wilson One BLX $250 Shoes Men's Nike Court Ballistec 3.3 $115 Nike Zoom Breathe $99 Babolat Propulse $100 Wilson NYC Tour $99 Women's Nike Lunar Speed 3 $100 Nike Max Breathe $100 Nike Zoom Court Lite $79 Babolat Porpulse $59 Prince T22 $85 15 String Babolat Multifilament Strings $18 Babolat Hybrid String Sets $24 Luxilon String Sets $14 Apparel Men's Nike Sport Tees $18 Nike Jacket $45 Nike Hoodie $34 Shorts $22 Women's Stick it Wear Tees $18 Nike Skorts $36 Nike strap tank $28 Fila Skirt $55 Fila Tank $30 Border Dress $75 Hats and Visors Nike $20 Headbands $15 NTA Hat $18 Sunglasses Bolle $8.5 Wristbands and Headbands NTA wristbands $8 Nike wristband $10 16 IiG;ll Monthly Report Qate #RR LESSONS COURT MEMBERSHIP ROUND CLINICS BALL TEAM JUNIOR PRO TAX DAILY Bails FEES ROBIN MACHINE SHOP TOTAL MONTHLY 'rGTAL 17 \ FACILITY USAGE REPORT The Naples Tennis Academy Month CWTA I or _ _ _T— R6b-ins Lessons Rentals I Teams CWT I Repair 6. Hours ,jotal TOTAL AVAILABLE TENNIS HOU % OF TENNIS HOURS USED: TOTAL FA—c-ILITY USE PERCEN Rain hours are deducted from available hours The (Maples Tennis Academy DAILY REGISTER CLOSE OUT Date Date Entered in Class A. Count Money Coin quantity Value Penny .01 x = ---- Nickel .05 x ----- Dime .10 Quarter.25 x ----- Do-liar 1.00 x TOTAL coins $ Currenc Quanti Va $ 1.00 x $ 2.00 x _ _ ---- $ 5.00 x - ----- $10.00 x i $20.00 x = ---- $50.00 x TOTAL currency $ Total Cash + Coins = $ Minus Bank Total $ ---- C. List checks (Name, Check #, Amount, Transaction Type) 1. 2. 3. 4. 5. 6. z. s. 9. 10 Clerk 11-6 � B. Count Media Totals CASH Tax Pro Shop Sales — Memberships Court Fees Ball Machine Rental League Fee Round Robin, $ 5 Round Robin, $ 12 Special Events Instruction Tota I Cash $ Checks Tax Pro Shop Sales Memberships Court Fees Bail Machine Rental League Fee Round Robin $ 5 Round Robin$ 12 Special Events I nstruction Total Checks $ TOTAL SALES $ 19 The Naples Tennis Academy 11 � PELICAN BAY TENNIS CENTER SIGN -IN Date: Pg:_of I agree to indemnify and hold harmless Collier County, the Parks and Recreation Department and any employee of Collier Couni against any and all claims by or on behalf of any person or legal entity from the Applicant's use of premises, the conduct of Applicant business or from any activity permitted by the Applicant in or about the premises, and will further indemnify and hold harmless the County, it's Department and Employees, against performance of any agreements on the applicant's part or arising froi any act of negligence of the Applicant, or any of the Applicant's. agents, contractors, employees, or licensees, and from and against a costs, attorney's fees, expenses, and liabilities incurred in or about any claim or proceeding brought thereon, all to the extent of tt County's liability under general law. The County Parks and Recreation Department reserves the right to deny registration and i charge fees where applicable. ,The Applicant must adhere to all County Ordinances, Parks and Recreation Rules and Regulations. A aspects of the above apply equally to field trips. PARTICIPANT NAME MEMBER ACTIVITY YIN 1 PLAY_ INSTRUCTION_ LEAGUE/RR_ EVENT- 2 PLAY_ INSTRUCTION_ LEAGUE/RR_ EVENT- 3 PLAY INSTRUCTION LEAGUE/RR_ EVENT- 4 PLAY` INSTRUCTION_ LEAGUE/RR_ EVENT- 5 PLAY_, INSTRUCTION_ LEAGUE /RR_ EVENT- 6 PLAY_ INSTRUCTION_ LEAGUE/RR_ EVENT_ 7 PLAY_ INSTRUCTION LEAGUE/RR_ EVENT- 8 PLAY_ INSTRUCTION_ LEAGUE/RR_ EVENT — 9 PLAY_, INSTRUCTION_ LEAGUE/RR_ EVENT_ 10 PLAY_ INSTRUCTION LEAGUE/RR_ EVENT_ 11 PLAY_ INSTRUCTION LEAGUE/RR_ EVENT_ 12 PLAY_ INSTRUCTION_ LEAGUE/RR_ EVENT_ i3 PLAY_ INSTRUCTION_ LEAGUE/RR_ EVENT_ 14 PLAY_ INSTRUCTION_ LEAGUE/RR_ EVENT_ 15 PLAY_ INSTRUCTION_ LEAGUE/RR EVENT_ 16 PLAY_ INSTRUCTION_ LEAGUE/RR_ EVENT_ 17 PLAY_ INSTRUCTION_ LEAGUE/RR_ EVENT_ 18 PLAY_ INSTRUCTION_ LEAGUE/RR_ EVENT_ 19 PLAY_ INSTRUCTION_ LEAGUE/RR_ EVENT_ 20 PLAY_ INSTRUCTION_ LEAGUE/RR_ EVENT_ 21 PLAY_ INSTRUCTION_ LEAGUE/RR_ EVENT_ 22 PLAY_ INSTRUCTION_ LEAGUE/RR_ EVENT_ 20 116 v U d .E c U) Q z 0 s CV Co °o o Z a O o 0 0 0 o= a o 0 0 0 0 0 0 0 0 0 0 +�UJi c oo o° �°� o o o M o M o M o In o m o In o m M o O cc co Q) O! O O r r- O M r -lV N M M st - tn._ to to to, t, t- co co OO m H r f Z. r U` F- cr O t— D O U- H 0 0 0 Ix n 0 t 0 v Cl 0 0 0 0 o O o 0 0 0 0 0 0 0 0,0 M O M r lOV N M MM . 4O ! tt W- 4r' to to ti ti oD W eo tN Z i � r 116 v U d .E c U) Q z 0 s CV Tab 3 Commission Returned to the County and Annual Facility Investment 1. Minimum monthly guarantee to the County 2. Annual guaranteed infrastructure investment 3. Total commission guarantee $2,000 minimum monthly guarantee $12,000 per year/ or 1,000 per month $ 36,000 Tab 4, Experience, Capacity, and Specialized Expertise of Firm 1.Number of private and similar sized Tennis Programs run by vendor ................ 10 2. Number of similar sized programs vendor has run for public agencies. ............... 7 3. Number of years the vendor has actively participated in the USTA .................. 100 4 Number of events sponsored by the USTA and vendor in the past 5 years ......... 2 S. Number of USTA professional staff............ ..... ....................... ..............................4 6. Number of hours per week that tennis professionals will be onsite ...................200 TOTAL........................................................................................................................... 323 22 Tab 5 References See Attachments i16 ro: - -9 - ®C3vV1-- J.1r%JC; —ERYE RE NUI Y, iNC- My name is Tyler Marring. I am a full time Realtor with Doxmin- Frye Realty. Inc. and part time tennis instructor with Chuck Breger at Pelican Bay Community Park. I have known Chuck Breger since I moved to Maples in 1986. I crew up attending his clinics and went on to play college tennis _at Clemson university. Since returning to Napies in 3002. myself and my brother have coached the Barron Collier Boys Tennis Team to five state championships in the past seven years. In the time I have knovni Chuck he has operated successful tennis programs at Tarpon Cove. Lon shore Lake. Imperial Racquet Club and currently at Pelican Bay Community Palk. He has been the driving force behind some of the most success and brightest tennis players in the country including Jessie Witten. Andy Colombo. Evin Austin- Alex Boaomolov Jr. and Reid Carleton just to name a few. These players and others have Zon m e on to graduate from some of the top Division I tennis programs including Northwestem: Duke. Auburn. Florida. Clemson. Boston College, etc. Chuck Breger has been a great and loyal friend to the Vlanring family. He has a huge heart and is always available to help out at a moments notice. He takes the time to listen to people. which is a rare quality. From this he is able to foster ousting relationships with most everyone he meets. Chuck is a,great ambassador for the sport of tennis. There is no doubt that he loves the game and loves to help people young and old improve their game. He has the unique ability to diagnose a.player's weaknesses and flaws then transform these into strengths. He has been successful in each and every endeavor he has taken on. Sincerely. --- - Tyler \�anring 239- 389 -6915 The Manring Team 3411 Tamiami Trail North Naples, Florida 34103 (239) 267 -2244 Fax(239)263-4218 23 Adrrvnistrative Services Division Purhnsing Attachment 9: Reference Questionnaire Solicitation: 11 - 5785 Management of Pelican Bay Community Park Tennis Reference Questionnaire for: (Name of Com (Name of Individuals Reference Information) Information) i16 Name: �t i - �>� W1 k- Company: (Evaluat completing reference questi nnaire) (Evaluator's Company completing reference) Emailti F Telephone: Collier County is implementing a proces`:� that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 1.0, with 1'0 representing that you were very satisifed (and would hire the firm /individual again) and 1 representing that you were very unsatisfied (and would never hire the firm /indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." Project Description: 1-C.y��a -4 it &ompletion Date: Project Budget: Change Orders - Dollars Added: Project Number of Days: Change Orders - Days Added: Item Crteria Score 1 Ability to manage the project costs (minimize change orders to scope). 2 Ability to maintain project schedule (complete on -time or early). 3 Quality of work. ` D 4 Quality of consultative advice provided on the project. 0 l! 5 Professionalism and ability to manage personnel. < -' 6 Close out project process (final product turnover, invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 9 Ability to follow County policies, procedures, rules, regulations, etc. 10 Overall comfort level with hiring the company in the future (customer satisfaction). I I TOTAL SCORE OF ALL ITEMS Please FAX this completed survey to: By 24 NOV. !.2011 3:18M IM6 ACADEMI1H` I AA G ACADEMIES Ba��tt��rl. Iti it �a #car November 7, 2011 RE: Fritz Nau To Whom It May Concern: NO. 9568 1p 116,1 By way of introduction, my name is Nick Bollettieri. I founded the Nick Bollettieri Tennis Academy (NBTA) in 1.978 as a full -time tennis boarding school dedicated to preparing students for college within an environment that combined intense tennis training with a specially designed academic curriculum. The Academy's success is largely credited to the Academy's approach with preparing the athietes by combining specialized performance (fitness) training and mental conditioning programming with the technical training on the court. Today, the NBTA is a part of the prestigious IMG Academies, the most successful and diversified multi - sport training complex in the world. I have personally worked with and coached ten number one tennis players in the world including Andre Agassi, Boris Becker, Jim Courier, Martina Hingis, Marceio Rios, Monica Seles, Maria Sharapova, Venus Williams, Serena Williams, and Jelena J.ankovic, I have travelled throughout the entire world for 6 decades promoting the game of tennis and giving opportunities to children, adults, and professionals helping them reach a higher level of excellence in their profession as well as overall life. In order to accomplish many of my goals it required a dedicated staff that had a way of not only running a business but also knowing how to relate to people of all levels. Of all the people I have come in contact with there are only a few that are special in so many ways; Fritz Nau is one of those 'special ones'. He has the ability to not only converse with all ages but at the same time make them feel special. He has a beautiful family and also has very high morals. As a leader he does not drink, smoke, or have any doings with drugs, I highly recommend Fritz Nau to be selected for the position you are seeking. If you have any questions, please feel free to contact me at nick. bollettieri A imeworld.com or 941 -752- 2515. Sincerely, Nick Bollettieri President, 1MG Academies 550034th Street West, Bradenton, FL 34210 P: (941) 755 -1000 F: (941) 752 -2527 www.imgacademies.com 25 I 1ts co ;r C- ,0""ty Adrninistative Services Division Purchasing Attachment 9: Reference Questionnaire Solicitation: 11 — 5785 Management of Pelican Bay Community Park Tennis Reference Questionnaire for (Name of Company Requesting Reference Infor A (Name of Individuals Regtuesting Reference Information) Name: i V E C (� F� L (t — Company: c t tr- t Company: (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) e Email: VJ uJu3 L7'"G 14c�ac1 Nue S CD" Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm /individual again) and 1 representing that you were very unsatisfied (and would never hire the firmAndivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." --�) <-- Project Description: � � Completion Date: Project Budget: Change Orders - Dollars Added : Project Number of Days: Change Orders - Days Added: Item Citeria Score 1 Ability to manage the project costs (minimize change orders to scope). r a 2 Ability to maintain project schedule (complete on -time or early). 1? 3 Quality of work. l• 4 Quality of consultative advice provided on the project. D 5 Professionalism and ability to manage personnel. =..i 6 Close out project process (final product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly. i 8 Abiltity to manage risks and unexpected project circumstances. Q 9 Ability to follow County policies, procedures, rules, regulations, etc. 10 Overall comfort level with hiring the company in the future (customer satisfaction). /c TOTAL SCORE OF ALL ITEMS Please FAX this completed survey to: By 26 Nov 04 11 02:20p The Club At Harper's Poin 513 -489 -5244 1 - i c C C*ny ': pdneSenrvxs�us+on j Attaclru+ent 9:'ReieMnGe tiuesuonmiR Sciicitation: 1't - 5785 hllanagern out of Pelican Say Comrnurrity Psric Tennis Reference Questionnaire for_ (Name of Company Reque �e ence 1 u ham) i (Name of individuals Requesting Reference Information) .tt- Ire -�y-ce, Compamj: compleng reference) Name: reference questionnave} (EvaluaWe -5 Cnmpa0y ti (Evaluator completing Telephcne. Te Email: S- `'C -�.` /�'�` FAX: i is implementing a process that collects reference information an firms and heir ab�tedbe ou as Coll ief Caurni�t p �, this project The Name of the Company fisted in lire Subject in the selection of firms to pe performed work Please coimplete the survey. pease rate each erleris to the a disnt for which they have previously Vat you were very satisifed (and would hire the best of your knowledge on ascale of 1 to it), you a representing finTaindi,viduai again) and 1 rePresentarg that you were very unsatisfied (and would never lace the Me again). oi` Past performance in a particuaar area, ieawe it blank and tl�re item or form will If you do not have sufficient knowledge Pa perfo be scored Project Description: Completion Date: Project Budget Frrsject Number of Days: Change orders - Dollars Added: Change Orders - Days Added: Giteria . Sere Item orders to scope). 1 Ability to manage ine project costs (rninimize change 2 Ability to maintain project schedule (compiete on -time ar early) - 3 Quality of work. 4 Quality of consultative adr+ioe provided on ttte pr+oject- 1© 3 Professionalism-and ability to manage personnel l O 5 Ckrse out project process (final product turnover, invoices; manuals or going forward documentation. eta.) 7 Ability to verbally communicate and document irrtorrrratiam riearty and succinctly - 8 Abil I to manage risks and unexpected project arcurnstances_ 9 9 Ability to follow county poiiaes, procedures, rules, regulations, etc. iv117 10 1 Overall comfort ►evr= with hiring tla company in the future (custorrrer sat9siactior► >. % O please FAX this completed survey to: By 27 Nov 04 11 02:20p The Club At Harper's Poin 513-489-5244 1 i Novemb( To Whom It May Concern: 4, 2011 11.6 I have been associated with Fritz Nau for thirty-five y6ars. Initially, Mr. Nau was employed as a tennis professional under my supervision at The Lexington Tennis Club, Lexington, Kentucky, where he imlilediately became a top producer and a real innovator. He soon became a "partner" as he contracted to run the entire Junior development program at the club. The program quickly became recognized as one of the most innortive in the country and Mr. Nau became a major influence on the National and International tennis communities. Fritz Nau is a great tennis teacher and a master at programming. His personality and passion will make any program successful. As a great team player who thinks outside of the box be will bring something special to any institution fortunate enough to secure his services. Respec 1 -Z 'le Steve Contardi OperatinIg Partner 8) 6, 7 E-- - K E, R ,.D -, NE: Nov 05 1.1 06::5:6p Le.nn!j Sc -hloss Your persona( tennis trainer ,t Gl W i 843 216 2862 I it 116 � j�, ��'-� �i r� �•� °�1 c�,� -� YF' ni��li,� � � c� �f�;,� -� Atj L..�,�,1 vc-) 1 a� '�Cu( .lip 4002 Colonel Vanderhorst Circle'.) Mt. Pleasant, 5C 29466 843- 743.6276' -' www_TheEyeCoach.corr p•2 W Nov U5 11 U6`:56p Lenny Schloss rtXLAL onip Co�er Carwnty rudows Attachment 9: Reference Questionnaire solickabon. l l — 8785 843 216 2862 239 - 325-8534 p.l p•2 Reference Questionnaire for 04 Nw N S dJo S� (Name of Company Requesring Reference - jvo ( Name of Individuals Requesting Reference Information) Name: Company: (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email: FAX: Telepisone:. M- I Y 3- bZ? b Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project The Name of the Company listed in the Subject above has listed you as a client for which they have prevlously performed work. Please complete the surrey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisftd (and would hire the firmlrndividual again) and 1 representing that you were very unsatisfied (and would nearer hire the firmlindivduai again). If you do not have sufficient knowledge of past performance in a particular area, leave it. blank and the item or form will be scored 'Q." Project Description: C.F. Completion Date: Project Budget Project Number of Days: Change Orders - Dollars Added ' Change Orders - Days Added: Item citeria scare 1 Agility to menage the project costs (minimize change orders to scope). 2 Ability to maintain project-schedule (complete one -time or early)L 3 Quality of work. O 4 Quality of consultative advice provided on the project: !O 5 Professionalism and ability to manage personnel. 6 Close out project process (final product tumover invoices. manuals or going forward documentation, etc.) A r 1 7 Ability to verbally communicate and document information cisarty and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. !`p 9 Abirdty to follow County policies, procedures, rules, reguiatiens. etc. 10 OveraN comfort level with hiring the company in the future (customer satisfaction). l� f TOTAL SCORE OF ALL ITEMS Please FAX this completed survey to: By 30 1163- ca 7 co�.:ty AdrrmistaWe Services C'vision .%rhasing Attachment 9: Reference Questionnaire Solicitation: 11 - 5785 Management of Pelican Bay Community Park Tennis Reference Questionnaire for: fV ` } _F t (Name of Company Requesting Reference Information) C (Name of Individuals Requesting ference Information) % Name: c- �C C S e �-. Company: 6 C� !J i (, �--{�C (Evaluator completing ference questionnaire) (Evaluator's Comp;4 completing reference) Email: ( AX Telephone: 23� - Z oo _ mot- ICC � F rem : co� Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm /individual again) and 1 representing that you were very unsatisfied (and would never hire the firm /indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." c Project Description .1,Zompletion Date: Project Budget: Change Orders - Dollars Added: Project Number of Days: Change Orders - Days Added: Item Citeria Score 1 Ability to manage the project costs (minimize change orders to scope). 2 Ability to maintain project schedule (complete on -time or early). 3 Quality of work. 4 Quality of consultative advice provided on the project. 5 Professionalism and ability to manage personnel. =` �v 6 Close out project process (final product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 9 Ability to follow County policies, procedures,. rules, regulations, etc. t 10 Overall comfort level with hiring the company in the future (customer satisfaction). G t TOTAL SCORE OF ALL ITEMS Please FAX this completed survey to: By 31 Tab 6 Community Outreach 1. Number of Free Events .............................. .............................12 2. Annual Marketing Dollars for the Tennis Program ..............3500 3. Number of Tennis Program Open Hours per week ...............20 . 4. Total ....................................................... ............................... .....3532 32 Tab 7 Acceptance of Conditions The Naples Tennis Academy Management Team fully accepts all conditions the county puts forward in this award without exception. However, as a show of good faith to expedite the transfer of responsibilities to the Naples Tennis Academy, we offer to pay all fees for water and electric in the sum of $35,000 at the start of the contract. We also offer to pay a commission in the sum of $36,000 at the start of the contract and upon that date every year thereafter. For our fiscal investment, we would like to start the contract on December 1, 2011 or soon thereafter. 33 n6,a Tab 8, Required Form Submittals 11Fj Coler C-0�y Adn�inistr ive services Dvision Purchasing Attachment 2: Vendor Check List IMPORTANT: THIS SHEET MUST BE SIGNED. Please read carefully, sign in the spaces indicated and return with your Proposal. Vendor should check off each of the following items as the necessary action is completed: �, The Proposal has been signed. [ All applicable forms have been signed and included, along with licenses to complete the requirements of the project. Any addenda have been signed and included. The mailing envelope has been addressed to: Collier County Government Purchasing Department 3327 Tamiami Trail E g Naples FL 34112 Attn: Joanne Markiewicz, Acquisition Manager The mailing envelope must be sealed and marked with Solicitation 11 — 5785 Management of Pelican Bay Community Park Tennis Center and 11/9111, 2PM. The Proposal will be mailed or delivered in time to be received no later than the specified due date and time. (Otherwise Proposal cannot be considered.) ALL COURIER - DELIVERED PROPOSALS MUST HAVE THE RFP NUMBER AND TITLE ON THE OUTSIDE OF THE COURIER PACKET. Name of Firm: D j?,49 / TI) 5 1�,V LC-S 7_5lu.Ar l_s Address: W30 -S6(Q MAeW A)y DWl D City, State, Zip: /)R L6:5 , r—L 3 Y/W Telephone: Email: Representative Signature: Representative Name: 7_39 -z1 �,-- 3Z?,o 11 -5785 Management of Pelican Bay Community . Park Tennis Center G /Current Template- Solicitations\RFP_Non CCNATemplate_06012011 34 11Fj� ter- county - Adrninisha Services DMsfon r uruhasing Attachment 3: Conflict of Interest Affidavit By the signature below, the firm (employees, officers and /or agents) certifies, and hereby discloses, that, to the best of their knowledge and belief, all relevant facts concerning past, present, or currently planned interest or activity (financial, contractual, organizational, or otherwise) which relates to the proposed work; and bear on whether the firm (employees, officers and /or agents) has a possible conflict have been fully disclosed. Additionally, the firm (employees, officers and /or agents) agrees to immediately notify in writing the Purchasing /General Services Director, or designee, if any actual or potential conflict of interest arises during the contract and /or project duration. Firm: Signature and Date: Print Name Title of Signatory State of E' County of SUBSCRIBED AND SWORN to before me this day of 20 by (` �i S W(� �'� who is personally known to me to be the for the Firm, OR who produced the following Notary Public My Commission Expires Q s A JUHh }; C 7c C 7746 � 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Temp late- Solicitations\RFP Non_CCNATemplate 06012011 3 "5 lie C; -J couxty Adr>ronistative SeMces Division Purchasing Attachment 4: Vendor Declaration Statement BOARD OF COUNTY COMMISSIONERS Collier County Government Complex Naples, Florida 3411.2 RE: Solicitation: 11 — 5785 Management of Pelican Bay Community Park Tennis Center Dear Commissioners: The undersigned, as Vendor declares that this proposal is made without connection or arrangement with any other person and this proposal is in every respect.fair and made in good faith, without collusion or fraud. The Vendor agrees, if this proposal is accepted, to execute a Collier County document for the purpose of establishing a formal contractual relationship between the firm and Collier County, for the performance of all requirements to which the proposal pertains. The Vendor states that the proposal is based upon the proposal documents listed by Solicitation: 11 — 5785 Management of Pelican Bay Community Park Tennis. (Proposal Continued on Next Page) 11 -5785 Management of Pelican Bay Community Park Tennis Center G/Current Template- SolicitationslRFP Non_CCNATempiate_05012011 3'6 116 PROPO,$AL CONTINUED IN WITNESS WHEREOF, WE have hereunto subscribed our n es on this day of I� } 20t in the County of in the State of Firm's Legal Name: Address: City, State, Zip Code: Florida Certificate of Authority Document Number: Federal Tax Identification Number Telephone: FAX: Signature by: (Typed and written) Title: Ice-30 Sfft l / -41)YV vQ 4- 19? i 7T9 N P r-Z,. 3V/ (28 7-3 - Z1 �- 3 ZZ0 Additional Contact Information Send payments to: THf- A!A f lL It- "Al IS C1 egY (required if different from above) Company name used as payee Contact name: it $� Title: / c7 Address: 6830 City, State, ZIP A)A-Pl Telephone: 7-39- 21 IO 3 ZZ-o FAX: Email: GkI✓,/tt D COM Office servicing Collier County to place orders (required if different from above) Contact name: Title: Address: City, State, ZIP Telephone: Email 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current TemplateSolicitations \RFP_Non_CCNATempiate_06012011 37 w, '` '' Couyrty Adrrinisttative Services OMsion Purchasing Attachment 5 Affidavit for Claiming Status as a Local Business Solicitation: 11 — 5785 Management of Pelican Bay Community Park Tennis (Check Boxes Below) State of (Select County if Vendor is described as a Local Business �$( Collier County ❑ Lee County Vendor affirms that it is a local business as defined by the Purchasing Policy of the Collier County Board of County Commissioners and the Regulations Thereto. As defined in Section XI of the Collier County Purchasing Policy; A "local business" is defined as a business that has a valid occupational license issued by either Collier or Lee County for a minimum of one (1) year prior to a Collier County bid or proposal submission that authorizes the business to provide the commodities or services to be purchased, and a physical business address located within the limits of Collier or Lee Counties from which the vendor operates or performs business. 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 either Collier or Lee County in a verifiable and measurable way. This may include, but not be limited to, the retention and expansion of employment opportunities, the support and increase to either Collier or Lee County's tax base, and residency of employees and principals of the business within Collier or Lee 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. Vendor must complete the following information: Year Business Established in (Collier County or ❑ Lee County: zz 11 Number of Employees (including Owner(s) or Corporate Officers):_ Number of Employees Living in (Collier County or El Lee (Including Owner(s) or Corporate Officers):_� If requested by the County, vendor will be required to provide documentation substantiating the information given in this affidavit. Failure to do so will result in vendor's submission being deemed not applicable. Vendor Name:_ /�� 1h�ft�7_tN;"�i3 AC-��r Date: Collier or Lee Coun dress: 7 k<K? C1 5 6f-4 _� MLZYD D11_ !9P% 7D 7 L-� FL 3 J Signature: f Title: STATE OF FLORIDA COLLIER COUNTY ❑ LEE COUNTY S, yvorn to and Subscribed Before Me, a Notary Public, for the above State and County, on this Day of l� s 2010 U of ry Public UC 51ailiitD67740iB �� (� y ` _ •� EXPIF EA. 30, 20,2 My Commission Expires: e �, a Gend°d7hc3� °YPu6lcUndeK+rit is (AFFIX OFFICIAL SEAL)'fer,` 11 -5785 Management of Pelican Bay Community Park Tennis Center G/Current Template- SolicitationslRFP _Non_CCNATemplate_06012011 KM COLLIER COUNTY BUSINESS TAX RECAP16 APPLICATION 2800 N. Horseshoe Drive, Naples, FL 34104 Make Check Payable to: Collier County Tax Collector Phone: 239 -252 -2477 Fax. 239 -643 -4788 Website: www.colliertax.com Copy of Articles of Incorporation and /or Fictitious lette from the-State stating that your business name is on file. (850- 245 -605 6058) www.sunbiz.org _ Copy of State license from Department of Business and Professional (850-49,7-1395) or Depattrrient of Health. (850 -410- 3359) Copy of City Business Tax Receipt. (239 -213 -1800) Copy of Motor Vehicle Repair Registration Certificate from Department of Agriculture- (800-435-7352) CHECKLIST (rZ� 7 , ��.� r CHECKLIST Fire Compliance (list of fire district phone number enclosed) Copy of Health inspection from Department of Hotels and Restaurants (850 - 487 -1395) or Department of Agriculture. ,s�`pf Fez <y Copy of Asarco Zoning Certificate. (239- 389 -5000) ` Completed Zoning application with ee appropriat made payable to: Board of County Commissioners. ,zotnpleted.Business Tax Receipt application {it ropriate fee\ made payable to: Collier County Tax Collector. (? -252- _ Other. Please contact the Property Appraiser's office at 239- 252 -81 regarding tangible tax. CWK ONE: Date: i Original Application Classification _Transfer of License # Code Number - - Renewal of License # License Amount 1) CORPORATE NAME - l a) DBA NAME - 7Hr_ ZV19 t L r r 7"EA/r✓ /-S .# C-9 dZr`9 Y' 11 A lb) BUSINESS OWNER OR QUALIFIER'S NAME - Z) PHYSICAL ADDRESS - rt2n# GA N Wry C-OMN UAL T Y VyU-IL 1 Ov`V'-) c-cry t c::fc. (No P.O. Box allowed) 404M 7641 -V,+AQ a7L7 PM. AJI&ES, FL 3 YICd 2a) IS RESIDENCE USED AS AN OFFICE - Yes_ No 3) BUSINESS MAILING ADDRESS - 5 Street City Zip 4) OWNER OR QUALIFIER'S RESIDENTIAL ADDRESS - 5) TELEPHONE - Business: Home: 7Z39 -Z/%- 3ZZ-o 6) LEGAL FORM OF BUSINESS: Sole Proprietorship _Partnership Corporation LLC LLP 7) OPENING DATE OF BUSINESS OR DATE ASSUMED - 1 1 f Z T 8) OFFICE WITHIN CITY LIMITS OF NAPLES - —Yes _ No If Yes, City License No. 9) '� SOCIAL SECURITY NO. or FEDERAL EMPLOYER IDENTIFICATION NO. MW"see back of application for explanation 9a) TYPE OF BUSINESS CONDUCTED: 10) NUMBER OF EMPLOYEES - Including of number of owners: 11.) FILL IN THE APPROPRIATE AREAS - a) Rental units (motel/hotel /apts.) Number of units: b) Seating Capacity (rest. /cafes, etc) Number of seats: c) Number of coin - operated machines owned by business or individual: 12) STATE LICENSE OR CERTIFICATION NUMBER - Must have photo copy of state license if state licensed and certified UNDER PENALTIES OF PERJURY, I DECLARE THAT I HAVE READ THE FOREGOING DOCUMENT THAT THE FACTS STATED IN IT A TRUE TO IRE BEST OF MY- O EDGE. PPLICANT'S SIGNATURE: �` D E: Ili 6(�er and/or representative of'business) TITLE: 3 * - *:rmruTC T 71-1f? XTQV TV Nl1N UL`VMNTI A it-T- T,' UnD iLTTQTN' QQ Q'rA rVn A T2/lF7T` + * ** lie, ' SECTION A, B, AND C FOR OFFICE USE ONLY THIS SECTION TO BE FILLED OUT BY CONTRACTORS/BCC LICENSING BOARD SECTION A Classification of Contractor: County Certification Number: Department Supervisor Date: THIS SECTION TO BE COMPLETED BY PLANNING SERVICES SECTION B Business is an in -home occupation and the applicant has agreed to adhere to the requirements as set forth in the Collier County Zoning Ordinance. PROPERTY Business DOES COMPLY with the Collier County Zoning Ordinance. ZONED Signed: _ Comments: Title: Date: THIS SECTION TO BE COMPLETED BY THE HEALTH DEPARTMENT SECTION C Business DOES COMPLY with the local and/or State requirements. Signed: Title: Date: * In accordance with Florida Statute 205.0535(5), we require you to provide us with either a Florida Employer Identification Number (FEIN) or a Social Security number. . 11� cam r county COLLIER COUNTY GOVERNMENT 2800 NORTH HORSESHOE DRIVE GROWTH MANAGEMENT DIVISION/ NAPLES, FLORIDA 34104 PLANNING AND REGULATION 239) 252 -2400 FAX (239) 252 -6358 www.colliergov.net LAND USE AND ZONING CERTIFICATE NON- R.ESIDENTI.AL. Please tekE the time to fill out this form as completely as possible. If you don't know the answer, indicate "unknown "; if the item acasn't apply, indicate "not applicable" or `N/A". Your application can't be processed without all of the necessary informaticn. Zoning approval of this application can be expedited if a site plan of the property to be occupied showing parking e? cd surrounding uses is submitted with the application. Date: 1I 71 // New Business'( Relocating Existing Business ❑ ZONING CERTIFICATE # AaCt(t OAM aeveiopment orders may -be required by the County for any changes in use and /or interior and exteriorremodeling. Please be advised that Impact Fees may be due at time of Building Permit. Please contact Impact Fee Administration at (239) 252 -2369 and Public Utilities at (239) 252 -6237 to verify if any impact fee will be assessed. (applicant's initials) Business Name: _ A54 4 /7#f rt 19ft� 72�j1kU eC#J1EY / Business Address: Business Owner or Business Phone: z3� —M 30 -L' Applicant's Name (person completing form) a/ky SWI -r Phone: 7- 0- 216-3zZ�-0 Complex Name (If any): LJC+,-J #,.&1 v:4 7-/ )P4+c Type of Business: 'T6/0, ,l C.C-0jiE,2 * Check below if the business is any of the following business types. ❑ RestaurantlEating Places (SIC 5812) ❑ Bar /Night Club /Drinking Places (SIC 5813) - will require a distance waiver. i 1 Restaurant/Bar with 150 seats or more *Alcohol License will not be signed off by Zoning until the Business Tax Receipt has been issued. If License is for consumption on premises a floor plan will be required showing the location of all serving areas and seating. Additional County Review may be required. Type and Name of Business Previously or Presently Occupying Location: P ZZ.lCfjr3 %�'/ aHjLj0;ki1'7"-/ PIV- TLwv /s- C&J16eL If Vacant, Provide Length of Vacancy: Property Owner or Leasing Agent Name: Owner / Agent Address: Phone: 41 Carer CountY Type of Building; Single - Occupancy Building ❑ Retail Shopping Center ❑ Office / Professional / Business C,=nter� BUILDING USE (indicate the approximate square footage the unit or building is used for: � Retail: ?—CIO sq. ft. Storage Office /S sq. rt. Manufacturing / Repair sq. ft. Other (describe) Total Building Floor Area: Auto Repair / Service Station: Number of Bays For Restaurant / Church / Beauty Salon: Number of Seats Number of Parking Space for Building I Complex (if over 100 spaces state ,common "): Number of spaces available for unit, if specified: I DECLARE UNDER PENALTY OF PERJURY THE FOREGOING FACTS ARE TRUE AND CORRECT. APPLICANT SIGNATU REi, DATE Z.G. REVIEW FEE: $125.00 CHECKS PAYABLE TO: "BOARD OF COUNTY COMMISSIONERS" TO BE COMPLETED BY COUNTY STAFF SIC # Zoning: If available: Building Permit # Site Visit Required: Yes / No PLANNER APPROVED HOLD DENIED Property I'D #: SDP # DATE COMMENTS /RESTRICTION S 42 2. APPLICATION TO COLLECT AND /OR REPORT TAX IN FLORID SECTION A - BUSINESS INFORMATION Please use BLACK or BLUE ink ONLY and type or print clearly. Answer ALL questions in the section(s) that apply to your business. 1. This. application is for (check all that apply): Indicate whether this is a new registration or a change to an existing registration: New A.-XNew business B. E] New business C. 7 New tax obligation entity location at existing location Provide if you checked o7a _70000[1011 11111 Beginning t 9 /9 Z / ac[21 t R1 month day year Provide the date this business location or entity became or will become liable for Florida tax(es). Do -not use your incorporation date unless that is the date your business became liable for tax. If you have been In business longer than. 30 days prior to registering, contact the DOR service center nearest you. DRrt R...07/05 Page 1 Phe S� regstrarion fee does not appti if: • • inoor business location i, outside try Staff • of - lorida. linu- business is moving, front une Finridli muutr to another. ° rot: rc ^aster online. ` Vhe 3341 . registration fee applies to dr< cleaning nnlc. There is no fee for online registration. D. E] Change of county location E, D Change of F. [] Change of (Business is moving from legal entity ownership one Florida county to another) If you have checked Box D, E, or F, the Department will cancel your existing certificate(s) and issue. a new one. Provide the certificate number(s) to be canceled. (Attach additional shed n❑s ry 10 ❑ ❑ ❑ a 7 — ❑ it �'r)n:' iY al Siti�CSS iS r6ocarkig i%ithin the fame count\ do not use ills 31rplication. Contact the Dcpartmi :m tt: Ch:inge your addretis. This LJ / s effective (enter E1 E1 ❑ ❑ month day year 3. If this is a seasonal business (not open year-round), list the months of your open season. Beginning date: / ®a'/ Ending date: ❑ ❑ ! ❑ ❑ / ❑ ❑ ❑ month day year month day year x Q 6° z C� C�. ?X 0 f.'. W LU z �c 4. Trade, fictitious (d/b /a), or location. name: Business telephone number: 55.00 5. Legal name of corporation,.partnership, or individual (last, fust,.middle): Sales and Use Tax Use Tax Only `r lee A, B, H pezU t-tl'1 1 }3 Gt✓ 1I�M �,tii IT �N Solid Waste Fees and Pollutants Tax $30.00 ** A, B, C, H City/State / ZIP: - 7/_.41 v��A'j(�7` �j T tG7 Unemployment Tax o L.- A D, H 7. Mail attention of: Gross Receipts Tax on Electric Power and Gas No i::e A, E, H City /State/ZIP: would you like to receive correspondence E -maa address: viae -mail? gSu, ?c�cMeltC�j�y�y�cc.Ctl,� Yes 11NO Document Stara Tax No lc,� I A, F, H Communications Services Tax �o iee JA,G , H Indicate whether this is a new registration or a change to an existing registration: New A.-XNew business B. E] New business C. 7 New tax obligation entity location at existing location Provide if you checked o7a _70000[1011 11111 Beginning t 9 /9 Z / ac[21 t R1 month day year Provide the date this business location or entity became or will become liable for Florida tax(es). Do -not use your incorporation date unless that is the date your business became liable for tax. If you have been In business longer than. 30 days prior to registering, contact the DOR service center nearest you. DRrt R...07/05 Page 1 Phe S� regstrarion fee does not appti if: • • inoor business location i, outside try Staff • of - lorida. linu- business is moving, front une Finridli muutr to another. ° rot: rc ^aster online. ` Vhe 3341 . registration fee applies to dr< cleaning nnlc. There is no fee for online registration. D. E] Change of county location E, D Change of F. [] Change of (Business is moving from legal entity ownership one Florida county to another) If you have checked Box D, E, or F, the Department will cancel your existing certificate(s) and issue. a new one. Provide the certificate number(s) to be canceled. (Attach additional shed n❑s ry 10 ❑ ❑ ❑ a 7 — ❑ it �'r)n:' iY al Siti�CSS iS r6ocarkig i%ithin the fame count\ do not use ills 31rplication. Contact the Dcpartmi :m tt: Ch:inge your addretis. This LJ / s effective (enter E1 E1 ❑ ❑ month day year 3. If this is a seasonal business (not open year-round), list the months of your open season. Beginning date: / ®a'/ Ending date: ❑ ❑ ! ❑ ❑ / ❑ ❑ ❑ month day year month day year x Q 6° z C� C�. ?X 0 f.'. W LU z �c 4. Trade, fictitious (d/b /a), or location. name: Business telephone number: DOI?- 7� It IPIP66S 755x�(i%_ 19(9)IE -V X 5. Legal name of corporation,.partnership, or individual (last, fust,.middle): Owner telephone number: Z39-Z-16-3 Z7-0 b. Complete physical address of business or real property. Home -based businesses and non - permanent flea market/craft show vendors must use their home addresses. Listing a post private mailbox, or rural number is not permitted. Fax number: pezU t-tl'1 1 }3 Gt✓ 1I�M �,tii IT �N City/State / ZIP: - 7/_.41 v��A'j(�7` �j T tG7 County: 3Yr�8 7. Mail attention of: �tothe � Mailing address: W3 0 Sr,q'N /444ib/vo 64- City /State/ZIP: would you like to receive correspondence E -maa address: viae -mail? gSu, ?c�cMeltC�j�y�y�cc.Ctl,� Yes 11NO 8. If you.have a Consolidated Sales Tax Number and want to include this business location, please complete the following: oo- ❑ ❑ ❑oaoaoa0 -❑ Consolidated registration name on record with the Florida Department of Revenue. Consolidated registration number If you want to obtain a new consolidated number, contact the Department and. request. Form DR -1 CON. 9. Business Entity Identification Number. If an FEIN is not required for your business entity, the social security number of the owner will be accepted. If you are registering for unemployment tax, you must have an FEIN. Social security numbers are used by the Department as lmique identifiers for the administration of Florida's tax laws. They are confidential under sections 119.0721 and 213.053, Florida Statutes, and are not subject to disclosure as public records. DD—Fill] �, ❑ ❑ ❑ (If you. are required to have an FEIN, but a. Federal Employer Identification Number (FEIN): have not yet been assigned one you.may oC call file Internal Revenue: Service at [] ❑ ❑ — — a [] b. Social Security Number (SSN) of owner: 800 - 829 -4933 to request one.) 43 116. SECTION A — BUSINESS INFORMATION (CONT'D.) 10. Identify proprietors or owners, partners, officers, members, or trustees. Include the person whose social security number is listed under rage z Question 9. Without this information, processing of your application may be stopped. Name Title Social security number and Driver license number and state Home address City/State/ZIP Telephone number C d�c s J C L 9C) 564LC73_ 4aA% P,PrlV/ rt1,A�L�. FC 3 y��8 A_u — — �(vyS_P*..J E VSWE WAY (5y.3) zZy -1�oA Nl's JAG 3 5' Cry 5c'E T — - —J3,a :�,v (z3 )zI -3?-Z-.c - NRf�S F-4 l ,� i' i L'cN GN ('Z �) y- 391, 11. Type of ownership - Check the box next to the exact entity structure of your business. ❑ Sole proprietorship - Anunincorporatedbusiness that is owned by one individual. Partnership - The relationship existing between two or more entities or individuals who join to carry on a trade or business. This includes a business jointly owned/operated by a husband and wife. Check one: [:]General partnership Limited partnership ❑ Joint. venture ❑ Married couple ❑ Corporation - A person or group of people who incorporate by receiving a charter from their state's Secretary of State (includes professional service corporations). Check one: ❑ C- corporation ❑'S- corporation ❑ Not- for -profit corporation ❑ Limited liability company - Two or more entities (or individuals) who file articles of organization with their state's Secretary of State. Check one: ❑ Single - member LLC ❑ Multi- member LLC ❑ Check here if you elected to be treated as a corporation for federal income tax purposes. ❑ Business trust - An entity created under an agreement of trust for the purpose of conducting a business for profit (includes real estate investment trusts). ❑ Non - business trust/Fiduciary - An entity created by grantor for the specific benefit of a designated entity or individual. ❑ Estate - An entity that is created upon the death of an individual, consisting of that individual's real or personal property. Date of death: ❑ Government agency - A legal government body formed by governing constitutions, statutes, or rules. ❑ Indian tribe or Tribal unit - Any Indian tribe, band, nation, or other organized group or community which is recognized as eligible for the special programs and services provided by the United States to Indians because of their status as Indians (in- cludes any subdivision, subsidiary, or business enterprise wholly owned by such an Indian tribe). 12. If a partnership, corporation, or limited liability company, provide your fiscal year ending date: F a / N month day 13. If incorporated, chartered or otherwise registered to do business in Florida, provide your documentlregistration number from the Florida Secretary of State: Provide the date of incorporation, charter, Note: If not incorporated, chartered or authorization to do business in Florida: or registered to do business in ❑ ❑ / ❑ ❑ / ❑ ❑ ❑ ❑ Florida, you may be required. to do so. Call the Florida Department.of month day year State, Division of Corporations at 850 -488 -9000 for more information. 14. Is your business location rented from another party? Yes ❑ No g If yes, and you do not operate from your home, provide the following information. Owner or landlord's name Telephone number. City/State/ZIP 15.a. What is your primary business activity? /yLL.�� his / b. What are your taxable business activities? 1 +�+ l.6 �1 cG ")a. - 44 16. 17 i16 SECTION B - SALES AND USE TAX ACTIVITY $5 FEE (IN -STATE ONLY) Does your business activity include (check all that apply): a. Sales of property or goods at retail h. ❑ Renting/leasing motor vehicles to (to consumers)? others? b. ❑ Sales of property or goods at i. ❑ Repair or alteration of tangible wholesale (to registered dealers)? personal property? c. ❑ Sales of secondhand goods? j. Charging admission or membership d. ❑ Rental of commercial real property fees? to individuals or businesses? k ❑ Placing and operating coin- er ❑ Rental of transient living or sleeping operated amusement machines at business locations belonging to accommodations (for six months or others? less)? f. ❑ Management of transient living or 1. ❑ Placing and operating vending sleeping accommodations belonging machines at business Iocations belonging to others? to others? g. 7VRental of equipment or other m: F7, Purchasing items to be included property or goods to individuals or in a finished product assembled or manufactured for sale? businesses? Do you own or operate a dry- cleaning dry drop -off facility or plant in Florida? ................................ ............................... What products or services do you purchase for resale? a Page 3 n. ❑ Providing any of the following services? (Check all that apply.) nl. ❑ Pest control for nonresidential buildings n2. ❑ Cleaning services for nonresidential buildings n3. ❑ Detective services n4. ❑ Protection services n5. ❑ Security alarm system monitoring o. Purchasing items that were not taxed by the seller at time of purchase (includes, but is not limited to, purchases through the Internet, from catalogs, or from out -of -state sellers)? p. ❑ Using dyed diesel fuel for off -road purposes? q. ❑ Operating vending machine(s) owned by you at your business location? COIN - OPERATED AMUSEMENT MACHINES 18. ire coin - operated amusement machines being operated at our business location? if y.es, answer question 19........... _ Yes No 19. Do you have a written agreement that requires someone other than yourself to obtain amusement machine certificates for any of the. machines at your location? If yes, provide their information below ............................................ ...... yes El No Name Address Telephone number Note: You must complete an Application for Amusement Machine Certificate (Form DR -1`8) if you answered YES to question 18 and NO to question 19. CONTRACTORS 20. Do you improve real propern' as a contractor? if ses. answer questions 21 -2 ................................... ............................... Yes No 21. Do you sell tangible personal property at retail? ........................._........................__..._.................................. ............................... ❑ Yes ❑ No 22. Do you purchase materials or supplies from vendors located outside of Florida? ...................................... ............................... ❑ Yes ❑ No 23. Do you fabricate or manufacture any building component at a location other than contract sites? ............ ............................... ❑ Yes ON. MOTOR FUEL 24. Do you sell and' t�'pe of fuel or use a €ff- road, dyed. diesel Mel? If z es, answer questions 25 and 26 ........................... Yes )(No 25. a. Do you make retail sales of gasoline, diesel fuel, or aviation fuel at posted retail prices? ..................... ............................. I ❑ Yes El b. If yes to #25a, does this business exist as a marina? ............................................................................... ............................... El yes ❑ No c. If yes to #25a, do you expect to sell more diesel fuel than gasoline? ..................................................... ............................... ❑ Yes ❑ No d. If yes to 425a, provide your Florida. Department of Environmental F1 10=117 Protection facility identification number for this location. 26. Do you use dyed diesel fuel for off -road purposes that was not taxed at the time of purchase? .......... ............................... ....... ❑Yes ❑ No SECTION C - SOLID WASTE FEES AND POLLUTANTS TAX - DRYCLEANING ONLY 27. Lao you sell tires or batteries, or rent/lease motor vehicles to others? If yes., answer questions 28- 30 ........................... _; Yes ❑ Yes ____ No ❑ No 28. Do you make retail sales of new tires for motorized vehicles (either separately or as a part of a vehicle)? ............................- 29. Do you make retail sales of new or remanufaetured lead -acid batteries sold separately or as a component part of another product such as new automobiles, golf carts, boats, etc.? ......................_....._...........................__.... ............................... ❑Yes [],No 30. Are you in the business of renting or leasing vehicles that transport fewer than nine passengers ❑Yes ❑ No toindividuals or businesses? ............................................................................................._......................... ..................._........... 31. Do you own or operate a dry- cleaning dry drop -off facility or plant in Florida? ................................ ............................... _ Yes - No If ves, enclose the S30 dry-cleaning registration fee. _ 32. Do you produce or import perchloroethylene: ......... ......_ ................. ............................... .........._.......... . ' _ Yes _ No If ves; you must complete an Applicationjin, Florida License to Produce or Import Taczable Pollutants (1; at�n DR -166). 45 116 SECTION H - APPLICANT DECLARATION AND SIGNATURE This application will not be accepted if not signed by the applicant. DR -1 Page 6 If the applicant is a sole proprietorship, the proprietor or owner must sign; if apartnership, a partner must sign; if a corporation, an officer of the corporation authorized to sign on behalf of the corporation must sign; if a limited liability company, an authorized member or manager must sign; if a trust, a trustee must sign; if applicant is represented by an authorized agent for unemployment tax purposes, the agent may sign (attach executed power of attorney). THE SIGNATURE OF ANY OTHER PERSON WILL NOT BE ACCEPTED. Please note that any person (including employees, corporate directors, corporate officers, etc.) who is required to collect, truthfully account for, and pay any taxes and willfully fails to do so shall be liable for penalties under the provisions of section 213.29, Florida Statutes. All information provided by the applicant is confidential as provided in s. 2.13.053, F.S., and is not subject to Florida Public Records Law (s. 119.07, F.S.). Under penalties of perjury, I attest that I am authorized to sign on behalf of the business entity identified herein, and also declare that I have read the information provided. on this application and that the facts stated in it are true to the best of my knowledge and belief. SIGN _& HERE Title Print name Date— 107 �/ l Amount enclosed: $ • $5 fee – Sales tax registration for business /property located in Florida. • S30 fee – Solid waste registration for dry cleaners. USE THIS CHECKLIST TO ENSURE FAST PROCESSING OF YOUR APPLICATION. ✓ Complete the application in its entirety. ✓ Mail to: FLORIDA DEPARTMENT OF REVENUE J Make sure that you have provided your FEIN or SSN. ✓ Sign and date the application. ✓ Attach check or money order for appropriate registration fee amount. DO NOT SEND CASH. PM /Delivery B.P. No. UT Acct. No.. 5050 W TENNESSEE ST TALLAHASSEE FL 32399 -0100 You may also mail or deliver your application to any service center Iisted on the inside front cover. FOR DOR USE ONLY D/ ❑ / ❑ Contract Object (MO) Contract Object (LO) - Contract Object (other) M Unn IsHon oN- NAICS Code(s): 46 116a cwl!'4L clouvity Purchasing Attachment 6: Immigration Affidavit Certification Solicitation: 11 – 5785 Management of Pelican Bay Community Park Tennis 1_ t This Affidavit is required and should be signed, notarized by an authorized principal of the firm and submitted with formal Invitations to Bid (iTB's) and Request for Proposals (RFP) submittals. Further, Vendors / Bidders are required to enroll in the E- Verify program, and provide acceptable evidence of their enrollment, at the time of the submission of the vendor's /bidder's proposal. Acceptable evidence consists of a copy of the properly completed E- Verify Company Profile page or a copy of the fully executed E- Verify Memorandum of Understanding for the company. Failure to include this Affidavit and acceptable evidence of enrollment in the E- Verify program, may deem the Vendor I Bidder's proposal as non- responsive. Collier County will not intentionally award County contracts to any vendor who knowingly employs unauthorized alien workers, constituting a violation of the employment provision contained in 8 U.S.C. Section 1324 a(e) Section 274A(e) of the immigration and Nationality Act ( "INA "). Collier County may consider the employment by any vendor of unauthorized aliens a violation of Section 274A (e) of the 1NA. Such Violation by the recipient. of the Employment Provisions contained in Section 274A (e) of the INA shall be grounds for unilateral termination of the contract by Collier County. Vendor attests that they are fully compliant with all applicable immigration laws (specifically to the 1986 Immigration Act and subsequent Amendment(s)) and agrees to comply with the provisions of the Memorandum of Understanding, with E- Verify and to provide proof of enrollment in The Employment Eligibility Verification System (E- Verify); operated by the Department of Homeland Security in partnership with the Social Security Administration at the time of submission of the Vendor's / Bidder's proposal. Company Name h)L2 (–/?/75� Aidez -" ° 11-C'1946m y Print Name G,oa so Signature State of County of (( i'��" Title Date ll foregoing instrument was signed and acknowledged before me this day of by L ��,�C' � — who has produced �� s identification. (Peirfit or Tjyp4; Name.) _ (Type of Idenfificairon and Num er Notary P� tedl Name qf, �lot�ryCPublic Notary Commission Number/Expiration PGiMELAJOHNST+INE i r "OOIAWSSiON # 00 774078 dPIRES: fOarch 3:J 2012 Banded Th!v NcmrY Public Underwriters The signee of this Affidavit guarantees, as evidenced by the sworn affidavit required herein, the truth and accuracy of this affidavit to interrogatories hereinafter made. 11 -5785 Management. of Pelican Bay Community Park Tennis Center G /Current TemplateSolicitationsNRFP Non_CCNATemplate 06012011 47 ills Attachment 7: Vendor Substitute W — 9 Request for Taxpayer Identification Number and Certification In accordance with the Internal Revenue Service regulations, Collier County is required to collect the following information for tax reporting purposes from individuals and companies who do business with the County (including social security numbers if used by the individual or company for tax reporting purposes). Florida Statute 119.071(5) require that the county notify you in writing of the reason for collecting this information, which will be used for no other purpose than herein stated. Please complete all information that applies to your business and return with your quote or proposal. 1. General Information (provide ail information) Taxpayer Name (as shown on inco a ax ream) Business Name (a nff, rJOL lf- II S .fie YqQC-12 y (if different from taxpayer name)' Address f � �� S f'ts MA --ygo b2• i }City A)ML€�f StateL. Zip 3 L/L ,Ve Teiephone'Z-32- 26-3L Z -I-' FAX Order Information Address City State Zip FAX Email 2. Company Status (check only one) Email QcvJr►�G�Gn�a�aa.Gor") Remit i Payment Information Address &63o -5th mg(L)mo U,- I ) —74p� City N('1, State f'-L_ Zip 3V) 06 FAX Email G �t,OYNG'� C.�; c rfitflp: Go►M Individual / Sole Proprietor -7 _Corporation Partnership _Tax Exempt (Federal income tax- exempt entity _ Limited Liability Company under Internal Revenue Service guidelines IRC 501 (c) 3) Enter the tax classification D = Disregarded Enfity, C = Corporation, P = Partnership) 3. Taxpayer Identification Number (for tax reporting purposes Federal Tax Identification Number (TIN) who do not have a TIN, will be 4. Sign and Date Form Certification: Under penalties of perjury, i certify that the Signature Title award of the shown on this form is correct to my knowledge. Date Phone Number ?rint Subject: Fictitious Name Registration — G11000106859; 500213897595 From: OniineWebFic@dos.state.fl.us (OniineWebFic @dos.state.fl.us) To: GSWEETMATCH@YAHOO.COM; Date: Thursday, November 3, 2011 3:01 AM Subject: DBA/ THE NAPLES TENNIS ACADEMY REGISTRATION NUMBER: 611000106859 This will acknowledge the filing of the above fictitious name registration which was registered on November 01, 2011. This registration gives no rights to ownership of the name.. Each fictitious name registration must be renewed every five years between January 1 and December 31 of the expiration year to maintain registration. Three months prior to the expiration date a statement of renewal will be mailed. If the mailing address of this business changes, please notify this office in writing, or through the link provided on our website www.sunbiz.org <http: / /www.sunbiz..or-,/> for Address & FEUEIN Changes. Please reference the original registration number. Should you have any questions regarding this matter you may contact our office at (850) 245 -6058. Division of Corporations Secretary of State Kurt Browning is committed to maintaining a high level of service in all areas of the Department of State. If you have feedback on your service, please take the department's Customer Satisfaction Survey. Thank you in advance for your participation. DOS Customer Satisfaction Survey: http: // survey .dos.state.fl.us /index.aspx? email= Onlinewebfic(Ldos.state.fl.us aboutbfank 49 1 1. Copy h Services Division Pt,=hasing Attachment 8: Insurance and Bonding Requirements Insurance / Bond Type 1. Z Worker's Compensation 2, ❑ Employer's Liability 3. ® Commercial General Liability (Occurrence Form) patterned after the current ISO form 4. Z Indemnification Required Limits Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government Statutory Limits and Requirements $ single limit per occurrence Bodily Injury and Property Damage $1.000,000 single limit per occurrence To the maximum extent permitted by Florida law, the ContractorNendor /Consultant shall indemnify and hold harmless Collier County, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the ContractorNendor /Consultant or anyone employed or utilized by the ContractorNendor /Consultant in the performance of this Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other, rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph. This section does not pertain to any incident arising from the sole negligence of Collier County. 4. ❑ Automobile Liability $ Each Occurrence; Bodily Injury & Property Damage, Owned /Non - owned /Hired; Automobile Included 5. ❑ Other insurance as ❑ Watercraft $ Per Occurrence noted: ❑ United States Longshoreman's and Harborworker's Act coverage shall be maintained where applicable to the completion of the work. $ Per Occurrence ❑ Maritime Coverage (Jones Act) shall be maintained where applicable to the completion of the work. $ Per Occurrence ❑ Aircraft Liability coverage shall be carried in limits of not less than $5,000,000 each occurrence if applicable to the completion of the Services under this Agreement. ❑ Pollution $ Per Occurrence Per Occurrence ❑ Professional Liability $ Per Occurrence • $ 500,000 each claim and in the aggregate • $1,000,000 each claim and in the aggregate • $2,000,000 each claim and in the aggregate ❑ Project Professional Liability $ Per Occurrence El Valuable Papers insurance $ Per Occurrence 50 lie* ", 6. ❑ Bid bond Shall be submitted with proposal response in the form of certified funds, cashiers' check or an irrevocable letter of credit, a cash bond posted with the County Clerk, or proposal bond in a sum equal to 5% of the cost proposal. All checks shall be made payable to the Collier County Board of County Commissioners on a bank or trust company located in the State of Florida and insured by the Federal Deposit Insurance Corporation. 7. ❑ Performance and For projects in excess of $200,000, bonds shall be submitted with the Payment Bonds executed contract by Proposers receiving award, and written for 100% of the Contract award amount, the cost borne by the Proposer receiving an award. The Performance and Payment Bonds shall be underwritten by a surety authorized to do business in the State of Florida and otherwise acceptable to Owner; provided, however, the surety shall be rated as "A -" or better as to general policy holders rating and Class V or higher rating as to financial size category and the amount required shall not exceed 5 % of the reported policy holders' surplus, all as reported in the most current Best Key Rating Guide, published by A.M. Best Company, Inc. of 75 Fulton Street, New York, New York 10038. 8. ® Vendor shall ensure that all subcontractors comply with the same insurance requirements that he is required to meet. The same Vendor shall provide County with certificates of insurance meeting the required insurance provisions. 9. ® Collier County must be named as "ADDITIONAL INSURED on the Insurance Certificate for Commercial General Liability where required. 10. ® The Certificate Holder shall be named as Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR Collier County Government, OR Collier County. 11. Z Thirty (30) Days Cancellation Notice required. Vendor's Insurance Statement We understand the insurance requirements of these specifications and that the evidence of insurability may be required within five (5) days of the award of this solicitation. Name of Firm l � N (1 &45-1; W`S A09 .6 6YYDate /J )7 1 J� Vendor Signature Print Name Insurance Agency Bi�9lS��sr21� �iLt%DNSt1,?� S�1 U j r; Agent Name CfiTff Gtr Telephone Number W- 33a -t,4o16 51 ills MBraishfield' 2966 Cormnetce Part- Drive, Suite 350 * Orlando, Florida 32819 P.O. Box 770909 * Orlando, Florida 32377 (888) 335 -6616 * fax: (888) 335.6615' www.braisMeld.com Date: 11/2/2011 . To: Renee L Moisan a ssa Agency: Brooks Insurance Services 561462 66567u From: Mike Cathcart x3216 FL mcathcart(&,,braishfield.com INSURANCE PREMIUM QUOTE (This is not a policy or a contract for insurance) The Company may withdraw this quotation at any time prior to acceptance and in no event will it remain open beyond: Account: Jason Thomas - Fed ID # (required) EffDate: 1211/2011 at 12:oi a.m. Exp Date: 1211/2012 at 12:01 a.m. New Business Comments: M/2011 at 12:01 a.m. Please bind account effective Agency Signature >> Enter e-mail address where you would Iike this policy to be delivered, otherwise it will be sent to the main office e-mail on file. E -mail address: SDNclear COVERAGE WILL BE BOUND ONLY UPON RECEIPT OF TBE DOCUIINIENTATION LISTED BELOW This Form & Payment in Full ❑ Signed Supplemental-App(s) that match coverage bound ❑ Sample Lease 0 Acord Apps Signed by Insured & Agent [OTerrorism Form ❑ Loss Runs Inspection Contact Info Diligent Effort/Disclosure Statement/Statement of Producer ❑ g ❑ El ❑ g ❑ Condominium Program $0.00 MH/RV Park Program $0.00 Lessor's Risk Only Program $0.00 Package Mount Vernon Ins Co (non- admitted) $1,160.70 Small Business Program $0.00 Contractor General. Liability_ $0.00 Property Program $0.00 Lloyds Loss of Rents $0,00 Lloyds DIC $0.00 D &O $0.00 Fidelity /Crime $0.00 Umbrella $0:00 Workers' Compensation - Now available in most states $0.00 Misc Professional Liability $0.00 Employment Practices Liability $0.00 X -Wind Property $0.00 Total Premium (twim and fces.ue included here & listed on specific quotes) $1,160.70 Minimum Earned Premium 25% + Taxes and Fees Applies - No Flat Cancellations This quotation is being offered on the basis indicated. It is incumbent upon you to ascertain. the accuracy of the quote, and to review with the insured the terms of the quote carefully, as the coverage, terms and conditions may be different than those you requested Your agency does not have binding authority. A written request to bind on or before the expiration date of the quote is required. If no response is received by the expiration date of the quote, the file will be closed with no coverage bound. Coverage is subject, including but not limited, to all of the terms, conditions, and limitations of the policy. Policy forms available upon request. 52 1161 Insurance Proposal 12/1/2011 121112012 effective and expires at 12:01 am. standard time insured Jason Thomas - Coverage Type 0 FL Carrier 0 Exposures See Attached Specifications Tota remium $0.00 excl terrorism excl terrorism Annual Premium $0.00 $0.00 Terrorism $0.00 $0.00 Inspection Fee $0.00 $0.00 Other Fee $0.00 $0:00 Surplus Lines Tax $0.00 $0.00 Stamping Fee $0.00 $0.00 CPIC $0.00 $0.00 EMPATF $0.00 $0.00 FHCF $0.00 $0.00 Total 1 $0.00 $0.00 Coverage Type Carrier Mount Vernon Ins Co {non- admitted} Exposures Total Premium $1,042.00 excl terrorism exci terrorism Annual Premium $1,042.00 $1,0442.00 Terrorism $0.00 $0.00 Inspection Fee $0.00 $0.00 Policy Fee $35.00 $35.00 Surplus Lines Tax $53.85 $53.85 Stamping Fee $1.08 $1.08 CPIC $10.77 $10.77 EMPATF $4.00 $4.00 FHCF $14.00 $14.00 Total $1,160.70 $1,160.70 I I G # . Enclosed you will find an annual non - admitted Commercial Package quote for JASON THOMAS. The quote number is MCP011 N0878, Section I- Details the premiums, taxes and fees associated with this account. In addition, it provides the Underwriting Notes and covers any of the additional underwriting information that might be needed prior to binding or within 21 days of the inception date. Section fl- Summarizes the locations, building information, property coverages, warranties, and the corresponding classifications with the exposures and rates. Section III- Provides the Liability Limits of Insurance Section IV- Lists the required coverage forms, notices, endorsements and exclusions. Section V- Offers optional coverages that are available to the applicant but are not currently included in the quote. In addition we have included some materials that will assist in the evaluation of this offer of coverage. • A Commercial Umbrella quote that provides higher limits of Liability. It is attached as a separate quote under #CUP011 N0232. This quote is optional and not required to be bound along with the primary quote. If coverage is desired, we would issue a separate policy. • A pre -filled application that includes the information you have already provided. • Endorsement TRIADN Disclosure Notice of Terrorism Insurance Coverage for your review. • A Point of Sale piece that provides some claims scenarios this account may encounter and a coverage checklist that can be compared to the quotation of another carrier_ For your convenience, an area on page 1 of the quote has been provided to record your requested effective date and which optional coverages you might want to include when you are ready to buy coverage.. We invite you to contact us to discuss the benefits of any coverages, the costs associated or simply to provide feedback! We welcome the opportunity to talk with you about this quote. Thank you forthe opportunity to quote this account! Cover letter MCP01 1 N0878 Quote is varied until 11112012 To: JASON THOMAS 116 MCathcart@Braishfield.com Please bind effective: Confirm optional coverages: ❑ Do not include any optional coverages. ElInclude the following optional coverages from Section V (Taxes & Fees may apply to optional premium if purchased) ❑ Option 1 - (add: $250.00) - Value Endorsement ❑ Option 2 - (add. -$100.00) - Terrorism Coverage *See Terrorism Section -for Exact Pricing and Terms I Signature: 1. PREMIUM AND UNDERWRITING NOTES /REQUIREMENTS Carrier. Mount Vernon Fire Insurance Company Status: Non-admifted A.M. Best Rating: A++ (Superior) - IX Term Quoted: Annual Commercial Property $305.00 Commercial General Liability $737.00 N Wholesaler Broker Fee $35.00 Florida Citizens Prop Assess (1.000%) $10-77 Florida EMPA Surcharge (Fire only) $4.00 Florida FL CAT Fund Assess (1.300%) $14.00 Florida Service Fee (.100 %) $1.08 Florida Surplus Lines Tax (5.000%) $53,85 The. premium quoted was calculated based on information provided by you in your application for insurance. The premium quoted may be adjusted based on an audit of your books and records during and/or at the conclusion of the policy period to determine actual receipts, payroll and other factors used to calculate earned premium. Please note that we will not be able to bind coverage until we satisfy all Prior to Binding requirements. Prior to binding, this account is subject to the following: e Confirm sales includes those from the shop. • Confirm no products sold under the applicants name or label. Please contact us with.any questions regarding the terminology used or the coverages provided. —Read the quote carefully, it may not match the coverages requested— Page 1 of 4 ills f; MCP011 NO878 Property Requirements • Functioning and operational smoke and /or heat detectors in all units and /or occupancies General Liability Requirements • No swimming pools • No overnight exposures • All members and guests using the facility are required to sign a Release/Waiver of Liability. • No cheerleading or gymnastic activities, equipment or instruction • No karate, martial arts, or similar type activity or instruction • No professional Athlete Training • No on -water activity or instruction Within 21 days of the inception date of coverage, this account will be subject to the following: • Our completed & signed application; or • A completed & signed ACORD application as long as all underwriting information needed has been provided to us; or • A completed & signed application from another company as long as all underwriting information needed has been provided to us. Underwriting Notes: • Risk may be eligible for a reduction in premium if the applicant has been in business for more than 3 years at the current location. • *" THIS QUOTE EXCLUDES WIND AND HAIL CAUSE OF LOSS— • If any location is fully protected by an operational sprinkler system covering 100% of the premises, please let us know. • Please note: If only the property coverage is desired, pricing is subject to change. Minimum Premium for monoline Property is $500 for Special Form, $350 for Broad Form, and $250 for Basic Form. • Additional credit may be available if the building has a pitched roof that is 5 years old or less. Please provide the roof age and construction type (flat, shingle, wood shake, metal, tile, slate, other). • Thank you for the opportunity to quote this risk. II. COVERED LOCATION(S) AND CORRESPONDING CLASSIFICATIONS Location #1 - 764 Vanderbilt Beach Rd, Naples, FL .34108 Construction: Joisted Masonry / Protection Class: 6 Property Coverage Perils: Special Excluding Wind And Hail, Theft Business Personal Property $3,500 80 / $1, 0 00 Replacement Cos t 0.396 $ 14 Equipment. Breakdown Included $1,000 55.000 $55 Property Coverage Premium for Location #1: $305 MP Coverage provided by Equipment Breakdown Mechanical Breakdown,Electricai.Arcing Loss or damage to hot water boilers & steam equipment Steam explosion of boilers, piping, engines & turbines $250,000 limit for Perishable Goods Spoilage $250,000 limit for Refrigeration Contamination Warranted Property Conditions • All electric is on functioning and operational circuit breakers [P-6] • Functioning and operational smoke /heat detectors in all units or occupancies [P -5] Please.contact us with any questions regarding the terminology used or the coverages provided. "Bead the quote carefully, it may not match the coverages requested., Page 2 of 4 MCP011 N0878 Liability Coverage 111G.- - 1052 67512 Sales 20.000 Inc! 7.056 Inc! $637 Other than Not- For -Profit Per 1,000 Sales Professional Liability 72990 Flat Flat Inc] 0.000 Ind Incl Additional Insured - Designated 49950 Additional 1 Incl 100.000 Ind $100 Person Insured Per Additional Insured 111. LIABILITY LIMITS OF INSURJ COMMERCIAL GENERAL LIABILITY Each Occurrence Personal Injury and Advertising Injury Medical Expense (Any One Person) Damage to Premises Rented to You Products/Completed Ops Aggregate General Aggregate General Liability Deductible kNCE $1,000,000 $1,000,000 $5,000 $100,000 Included $1,000,000 $0 IV. REQUIRED FORMS & ENDORSEMENTS Common Endorsements Liability Coverage Premium for Location #1: $737 Total for Location: $1,042 PROFESSIONAL LIABILITY Each Claim Included Aggregate Included 2110 (09/10) Service Of Suit Jacket (09/10) Commercial Insurance Policy Jacket ILD017 (11/98) Common Policy Conditions TRIADN (01/08) Disclosure Notice of Terrorism Insurance Coverage Property Endorsements CP 112 (06109) Equipment Breakdown Enhancement CP0090 (07/88) Commercial Property Conditions Endorsement CP 113 (11104) Exclusion of loss to and loss of use of CP1030 (04/02) Causes Of Loss - Special Form data, computer hardware and systems CP 137 (.02108) Asbestos Material Exclusion CP1032 (08/08) Water Exclusion Endorsement CP 138 (02/08) Lead Exclusion CP1033 (06195) Theft Exclusion CP 141 (04/08) Actual Cash Value Definition CP1054 (06/95) Windstorm Or Hail Exclusion CP 142 (07108) Protective Devices Or Services Provisions ILD175 (09/07) Florida Changes - Legal Action Against us CP 148 (06/09) Florida Changes IL0255 (08/08) Florida Changes- Cancellation And Nonrenewal CP 212 (03/10) Absolute Pollution Exclusion - Property P220 (01/05) Mold, Fungus, Bacteria, Virus or Organic Pathogen Exclusion CP0010 (04/02) Building And Personal Property Coverage P 246 (01/08) Exclusion Of War, Military Action And Form Terrorism Please contact us with any questions regarding the terminology used ,orthe coverages provided. —head the quote carefully, it may not match the coverages requested— Page 3 of 4 MCP011 N0878 General Liability Endorsements C00001 (10101) Commercial General Liability Coverage L-433 (03/98) Trampoline or Rebounding Device Form Exclusion CGO220 (04/11) Florida Changes - Cancellation And L -526 (06/06) Absolute War or Terrorism Exclusion Nonrenewal CG2026 (07104) Additional Insured - Designated Person or L -536 (09/09) Exclusion - Participation In Athletic Organization Activity, Physical Activity Or Sports CG2139 (10/93) Contractual Liability Limitation L -599 (10107) Absolute Exclusion For Pollution, Organic Pathogen, Silica, Asbestos.And Lead With Hostile Fire Exception CG2147 (12107) Employment - Related Practices Exclusion L -610 (11104) Expanded Definition Of Bodily Injury CG2271 (10/01) Colleges or Schools (limited form) L-622 (05105) Abuse or Molestation Exclusion IL0021 (09/08) Nuclear Energy Liability Exclusion L -729 (08/09) Exclusion - Violation Of Statutes That Endorsement Govern E- Mails, Fax, Phone Calls Or Other Methods Of Sending Material Or Informat L -224 (1011.0) Punitive Or Exemplary Damages LLQ100 (07106) Amendatory Endorsement Exclusion L -249 (07107) Professional Liability Insurance Coverage LL0368 (08/10) Separation Of Insureds Clarification Endorsement L -280s (10/08) Amendment - Limits Of Insurance NTE (01/08) Notice Of Terrorism Exclusion L-423 (09109) Exclusion For Structure Collapse V. OFFER OF OPTIONAL COVERAGE(S) Based on the information provided, the following additional coverages are available to this applicant but are not currently included in the quotation. The additional premium may be subject to taxes & fees. Fora firm final amount please contact us and we will revise the quote. Option 1 Value Endorsement $250.00 Important Information • If this coverage is purchased, add CP 131 Value Endorsement • Provides coverage extensions and additional coverages for. • Valuable Papers and Records (Other than Electronic a Accounts Receivable- $25,000 Data) - $25,000 • Fine Arts- $25;000 ■ Electronic data- $25,000 • Property Off- premises - $15,000 ■ Outdoor Property - $10,000 • Signs- $10;000 ■ Water Back -up at Sewer, Drain or Sump- $5,000 • Employee Dishonesty- $5,000 ■ Property In Transit- $10,000 • Fire Extinguishing Equipment Recharge- $5,000 ■ Arson Reward- $5,000 • Fire Department Service Charge - $2,500 ■ Personal Effects- $3,500 Option 2 Terrorism Coverage $100.00 Important Information • If this coverage is purchased, add L -541 Extension of Terrorism Coverage • Terrorism coverage is available perthe Terrorism Risk Insurance Program Reauthorization Act of 2007. If not purchased, please provide the signed TRIADN Disclosure Notice or add form NTE - Notice of Terrorism Exclusion. When making your decision to purchase Terrorism Coverage, please be aware that coverage for "Insured losses" as defined by the Act is subject to the coverage terms, conditions, amount, and limits in this policy applicable to losses arising from events other than acts of terrorism. • The Terrorism premium shown above has been calculated as a percentage of the quoted coverages.. If any coverages are added or removed at binding, the additional premium shown above is subject to change. • This coverage cannot be added mid -term. Please contact us with any questions regarding the terminology used or the coverages provided. —Read the quote carefully, it may not match the coverages requested— Page 4 of 4 11G Enclosed you will find an annual non - admitted Commercial Umbrella Coverage for JASON THOMAS. The quote number is CUP011 N0232. Section I- Details the premiums, taxes and fees associated with this account. In addition, it provides the Underwriting Notes and covers any of the additional underwriting information that might be needed prior to binding or within 21 days of the inception date. Section 11 Schedule of Underlying Coverages, Section III- Lists the required coverage forms, notices, endorsements and exclusions. Section IV- Offers optional coverages that are available to the applicant but are not currently included in the quote. In addition we have included some materials that will assist in the evaluation of this offer of coverage. • A pre - filled application that includes the information you have already provided. • Endorsement TRIADN Disclosure Notice of Terrorism Insurance Coverage for your review. For your convenience, an area on page 1 of the quote has been provided to record your requested effective date and which optional coverages you might want to include when you are ready to buy coverage. We invite you to contact us to discuss the benefits of any coverages, the costs associated or simply to provide feedback! We welcome the opportunity to talk with you.about this quote. Thank you for the opportunity to quote this account! Cover letter CUP011 ND232 Quote is valid until 111/2012 To: JASON THOMAS Please bind effective: Confirm optional coverages_ ❑ Do not include any optional coverages. Q Include the following optional coverages from section IV (faxes & Fees may apply to optional: premium if purchased) ❑ Option 1 - Terrorism Coverage 1. PREMIUM AND UNDERWRITING NOTES /REQUIREMENTS Carrier. Mount Vernon Fire Insurance Company Status: Non- admitted A.M. Best Rating: A ++ (Superior) - IX Term Quoted: Annual $1,000,000 $500 (MP) $ $ $ $2,000,000 $1,000 (MP) $ $ $ $3,000,000 $1,500 (MP) $ $ $ $4,000,000 $2,000 (MP) $ $ $ ❑ $5,000,000 $2,500 (MR) $ $ $ Wholesaler Broker Fee $ Florida FL CAT Fund Assess 1.3% Florida Service Fee .1% Florida Surplus Lines Tax 5% Please note drat we will not be able to bind coverage until we satisfy all Prior to Binding requirements.We have provided a pre- filled application that would assist in satisfying these requirements. Prior to binding, this account is subject to the fallowing: Confirmation that all of the following are True: • No swimming pools • Confirm sales includes those from the shop. Please contact us with any questions regarding the terminology used or the coverages provided. "Read the quote carefully, it may not match the coverages requested" Page 1 of 3 116 CUP011 N0232 • Confirm no products sold under the applicants name or label. Within 21 days of the inception date of coveragm this account will be subject to the following: • Our completed & signed application; or • A completed & signed ACORD application as long as ail underwriting information needed has been provided to us; or • A completed & signed application from another company as long as all underwriting information needed has been provided to us. Underwriting Notes: • Please be advised, we have prepared this quote of higher limits of liability based on the information provided for a primary quote. It is valid only over the United States Liability Insurance Group quote provided, however we can consider adjusting it to be valid over other carriers. In addition, we can possibly include other lines of coverage in the underlying such as Automobile Liability and Employer's Liability. • Please contact me if you wish to discuss further. • Thank you for the opportunity to quote this risk. II. SCHEDULE OF UNDERLYING COVERAGES r�7 istit.tT "��, X33:::2:;:::.:: �ti: ?: +•`;�s�i• �':$: '.':y`2: ±i':;� #Sy�;�.L: »:, . Carrier: Mount Vernon Fire Insurance Company Each Occurrence: $1,000,000 AM Best Rating: A —g Products /Completed Operations Included Aggregate: General_ Aggregate: $1,000,000 Personal & Advertising Injury: $1;000,000 11 .. ,.. „...:u.s.:,�..,:..,y,......s..s '.:. - +:qs :ass; :;: ^ss:;- •:`;.;:::; ^:o::: Y t : ,.. ... .. .. , g�. : ...,.,..::. .: :.. .. ,...... . azz;; x.::•.' to. o:;.:>: a`::;.::.:.: si•;: t. �.:: tz :;�:z >:;it:::::xi >:ia::::s::<o ^:xis > ?: "S Carrier: Mount Vernon Fire Insurance Company Each Occurrence: Included AM Best Rating: A—g General Aggregate: included Ill. REQUIRED FORMS & ENDORSEMENTS 2110 (09110) Service Of Suit IUL117 (09/10) Nuclear Energy Liability Exclusion (Broad Form) CUP (07/05) Commercial Umbrella Policy L-632FL (10/05) Florida State Amendatory Endorsement CUP Jacket (09/10) Commercial Umbrella Policy Jacket TRIADN (01/08) Disclosure Notice of Terrorism Insurance Coverage IUL100 (07/06) Expected or Intended injury Exclusion Please contact us with any questions regarding the terminology used or the coverages provided. "Read the quote carefully, it may not. match the coverages requested" Page 2 of 3 CUP011 N0232 N. OFFER OF OPTIONAL COVERAGE(S). Based an the information provided, the following additional coverages are available to this applicant but are not currently included in the quotation. The additional premium may besubjectto taxes & fees. Fora firm final amount please contact us and we will revise the quote. Option 1 Terrorism Coverage See notes for rate information Important. Information • If this coverage is purchased, add UL -541 — Extension of Terrorism Coverage • Terrorism coverage is available per the Terrorism Risk Insurance Program Reauthorization Act of 2007, is available for an additional premium .of $100 or 5% of total premium for this risk, whichever is greater. If not purchased, please provide the signed TRIADN Disclosure Notice or add form NTE — Notice of Terrorism Exclusion. When making your decision whether to purchase Terrorism Coverage, please be aware that coverage for "insured losses" as defined by the Act is subject to the coverage terms, conditions, amount and limits in this policy applicable to losses arising from events otherthan acts of terrorism. • Coverage available under this offer is contingent on the underlying policies providing terrorism coverage and at the same limit as the Schedule of Underlying Coverages • This coverage cannot be added mid -term. Please contact us with any questions regarding the terminology used or the coverages provided. . "Read the quote carefully, it may not match the coverages requested"" Page 3 of 3 1�6 BRAISHFIELD ASSOCIATES' P.O. Box 770909, Orlando, FL 32877 Phone: (407 )825 -9911 x3216 Commercial Package Application MCP011 N0878 You or your agent provided the information used to complete the questions below. Please answer all remaining questions in the space provided. By signing this application you are warranting that all information on this application is true and correct I. General Information Applicants Name: JASON THOMAS Mailing Address: City: Phone Number: _ Web Address: Inspection Contact State: Fax Number. _ E -mail Address: 03 Coverage Desired: ❑ Monoline Liability ❑ Monoiine Property ❑ Monoline Liquor Policy Tenn: ❑ 3 Months ❑ 6 Months ❑ 9 Months Has coverage been cancelled or non - renewed in the last 3 years (not applicable in the state of MO)? If Yes, provide complete details: What year did the business start? 2000 Loss information for the past 3 years: ❑✓ None or provide details below Please advise all entities requesting to be added as Additional Insured on this policy (] Package ❑✓ Annual E3 Yes ❑ No ❑ Not Applicable Description of In the past 3 years, there has been no insurance company cancellation or non - renewal (not applicable in MO) No past, pending or planned foreclosure and/or bankruptcy or judgment for unpaid taxes against the named insured or any officer, partner, member or owner of the applicant individually within the pastfive (5) years. Risk is not a public or private. elementary, junior or senior high school Il. Locations of Coverage and Corresponding Classifications Location #1 Address city State Zip True ❑ False 0 True False 2✓ True ❑ False 754 Vanderbilt Beach Rd Naples FL 34108 Construction: Joisted Masonry Protection Class: 6 No. of Stories Year Built: 1994 Total Square Footage: Roof Age: Roof Type: ❑ Flat ❑Shingle ❑ Wood Shake ❑ Metal ❑ Tile ❑ Slate ❑ Other Plumbing: ❑ PVC ❑ Copper ❑Lead ❑ Iron ❑ Galvanized ❑Other Updates: Plumbing: Electrical: Heating: 11/2!2011 Page 1 of 3 116 Protective Devices: ❑ Functional & operational smoke detectors ❑ Burglar Alarm I ❑ Central Station ❑ Local ❑ Fire Alarm I ❑ Central Station ❑ Local ❑ Sprinkler System - % of the building Cause of Loss: Special Form ❑ Broad Form ❑ Basic Form Exclusions: ❑✓ Wind & Hail ❑ Sprinkler Leakage ✓❑Theft ❑ Water Damage Deductible: 7 $500 n $1,000 7$2,500 7$5.000 n Other Underwriting Information for Location 1 Classification Coverage Limit Additional information Exposure Business Personal Property $3,500 Co- Insurance: 80% ❑ 90 ❑ 100% Sales 20000 Valuation: Replacement Cost ❑ Actual Cash Value ❑✓ Equipment.Breakdown Included in Co- Insurance: ❑ 80% ❑ 90 ❑ 100% Additional Insured - Designated Person 49950 Building and 1 Personal Property Underwriting Information for Location 1 Classification Code No. GL Class Code Premium Basis Exposure Applicable Sq. Ft. Schools - Athletic Instruction - Other than 1052 Not- For -Profit 67512 Sales 20000 Professional Liability 72990 Fiat 0 Additional Insured - Designated Person 49950 Additional insured 1 Property Functioning and operational smoke and/or heat detectors in all units and/or occupancies ❑ True ❑ False For any building built prior to 1978, 100% of the wiring is on functioning and operational circuit breakers ❑✓ True ❑ False Liability No swimming pools ❑ True ❑ False No armed security guards ✓❑ True ❑ False For any building built prior to 1978, no building with knob - and -tube or aluminum wiring on premises Q True ❑ False No more than 25,000 sq.ft. per location ❑✓ True ❑ False III. Limits of Insurance COMMERCIAL GENERAL LIABILITY Each Occurrence Personal Injury and Advertising Injury Medical Expense (Any One Person) Damage to Premises Rented to You Products/Completed Ops Aggregate General Aggregate General Liability Deductible IV. Eligibility Criteria PROFESSIONAL LIABILITY $1,000,000 Each Claim Included $1,000,000 Aggregate Included $5,000 $100,000 Included $1,000,000 $0 Classification Schools - Athletic Instruction - Other than Not - For -Profit Liability No overnight exposures ❑ True ❑ False All members and guests using the facility are required to sign a ReieaseMlaiver of liability. ❑ True ❑ False 1102011 Page 2 of 3 lid , No cheerleading or gymnastic activities, equipment or instruction True ❑ False No karate, martial arts, or similar type acfivityor instruction True False No professional Athlete Training True False No on -water activity or instruction F� True F� False School does not focus on learning disabled, physically or mentally challenged children 0 True F� False No archery or firearms activities or training. ✓ True F� False Background and criminal checks completed on all staff Q True 7 False Classification V. Additional Eligibility Information Does the Applicant engage in any operations or have any classifications on their premise(s) other than those listed M Yes ❑ No in Item it Locations of Coverage and Corresponding Classifications? Florida Fraud Statement: Any person who knowingly and with intent to injure, defraud, or deceive any insurer flies .a statement of claim or anappiication containing any false, incomplete, or misleading information is guilty of a felony of the third degree. Fraud Statement: Any person who knowingly and with intent to defraud any insurance company or other person, files:an application for insurance or statement of claim containing any materially false information, or conceals for the purpose of misleading, information concerning any fact material thereto, commits a fraudulent insurance ad, which is a crime and may subject:such person to criminal andlor civil penalties and other sanctions. Applicants Warranty Statement: I warrant that the information provided in this Application, and any amendments or modifications to this Application are true and correct. I acknowledge that the information provided in this Application is material to acceptance of the risk and the issuance of the requested policy by Company. I agree that any claim, incident, occurrence, event:or material change in the Applicant's operation taking place between the date this application was signed and the effective date of the insurance policy applied for which would render inaccurate, untrue or incomplete, any information provided in this Application, will immediately be reported in writing to the Company and the Company may withdraw or modify any outstanding quotations and/or void any authorization or agreement to bind the insurance. Company may, but is not required, to make, investigation ofthe information provided in this Application. A decision by the Company notto make orto limit such investigation does not constitute a waiver or estoppel of Company's rights. I acknowledge that this Application is deemed incorporated by reference in any policy issued by Company in reliance thereon whether or not the Application is attached to the policy, 1 acknowledge and agree that a breach of this WARRANTY STATEMENT is grounds for Company to declare void any policy or policies issued in reliance thereon and /or deny any claim(s) for coverage thereunder. Florida Statement: You are agreeing to place coverage in the surplus lines market. Superior coverage maybe available in the admitted market and at lesser cost. Persons insured by surplus lines carriers are not protected under the Florida Insurance Guaranty Act with respect to any right of recovery for the obligation of an.insoivent unlicensed insurer. Applicants Signature': Title: Date: Brokers Signature: (Must be Owner, Officer or Partner) (Required) Date (Required) If your state requires that we have the name and address of your (insured's) authorized Agent or Broker. Name of Authorized Agent or Broker: Address: SUBMITTING THIS APPLICATION DOES NOT BIND THE APPLICANT TO PURCHASE INSURANCE. ACCEPTANCE OF THIS APPLICATION DOES NOT BIND THE COMPANY TO ISSUE INSURANCE. 1102011 Page 3 of 3 te DISCLOSURE NOTICE OF TERRORISM INSURANCE COVERAGE You are hereby notified that under the Terrorism Risk Insurance Program Reauthorization Act of 2007 ( "the Act's effective December 26th, 2007, you now have a right to purchase insurance coverage for losses arising out of acts of terrorism, as defined in Section 102(1) of the Act The term "act of terrorism" means any act that is certified by the Secretary of the Treasury, in concurrence with the Secretary of State, and the Attorney General of the United States, to be an act of terrorism; to be a violent act or an act that is dangerous to human. life, property, or infrastructure; to have resulted in damage within the United States, or outside the United States in the case of an air carrier or vessel or the premises of a United States mission; and to have been committed by an individual or individuals, as part of an effort to coerce the civilian population of the United States onto influence the policy or affect the conduct of the United States Government by coercion. You should know that any coverage for losses caused by certified acts of terrorism is partially reimbursed by the United States under a formula established by federal law. Under this formula, the United States pays 85% of covered terrorism losses exceeding the statutorily established deductible paid by the insurance company providing the coverage for each Program Year (January 1 through December 31). The premium charged for this coverage is provided below and does not include any charges for the portion of loss covered by the federal government under the Act. Coverage for "insured losses ", as defined in the Act, is subject to the coverage terms, conditions, amounts and limits in this policy applicable to losses arising from events other than acts of terrorism. You should know that the Act, as amended, contains a $100 billion cap that limits U.S. Government reimbursement, as well as insurers' liability, for losses resulting from certified acts of terrorism. When the amount of such losses for all insurers exceeds $100 billion, your coverage may be reduced. You should also know that, under federal law, you are not required to purchase coverage for losses caused by certified acts of terrorism. REJECTION OR SELECTION OF TERRORISM INSURANCE COVERAGE Please "X" one of the boxes below and return this notice to the Company. I decline to purchase Terrorism Coverage. I understand that I will have no coverage for losses arising from acts of Terrorism. I elect to purchase coverage for certified acts of Terrorism for a premium of Note: if you do not respond to our offer and do not return this notice to the Company, you will have no Terrorism Coverage under this policy. Applicant Name (Print) Named Insured Authorized Signature Date United States Liability Insurance Company - U.S. Underwriters insurance Company - Mt. Vernon Fire Insurance Company TRIADN (01 -08) 116 ~� Jcii✓'xi`''�1+1 Ca1v ITOTED Kat<rAG L X k 'Comp. ADtrFElzENc€ Specialty Training School Product AS A SCHOOL OWNER, DO YOU HAVE THE RIGHT COVERAGE? ► General Liability that includes coverage for Mental Anguish or Emotional Distress ► Coverage for Professional acts is included for most schools ► Coverage for Molestation and Abuse ► Reimbursement coverage for Molestation &Abuse defense costs related to false suits against named insured ► Company sample to design Hold Harmless agreements Why should you choose the United States Liability Insurance Group's Specialty Training School; WHY CHOOSE TO BE INSURED WITH UNITED STATES LIABILITY INSURANCE GROUP? ► One of only 20 A ++ rated insurance groups in the United States by A.M. Best. ► A proud member ofthe Berkshire Hathaway Group, recently voted the #1 most admired Property & Casualty Company in the world (Fortune Magazine 2004). Insure your financial well -being with a stable Company that will be thereto pay your claim. T S: :.......... :f oes not ;^.end , � , a:.: . Y F x x :M0.',4e t;f :4: inm erot, yp ytn must rM3 (;x_ i:�,'.•':3�« '..i• -`k'i: _3S:!:.'o. =iy :.rY.'i[i �.'!:'c i:S i1if:} GIS:.LtL•.a- ?^.il::Y F}: y= BrG:v3r .. itt'.t:!': 70et ' S:3� °:i:la IC `..... n; ^gent 'I. iG: r:r.: a ' G .�.�: :?9j.3r: }. Oi:r Fl.... C:ii. ?: GaC l:-: i7i� rmy' or alfs'ft:F Our Group POLIC� General Liability that expands the definition of Bodily injury to ? include Mental Anguish or Emotional Distress with no deductible Sample Hold Harmless Agreement Non Owned and Hired Automobile coverage available ? Reinmbursement coverage for Molestation & Abuse defense costs ? related to false suits against named insured available Replacement Cost available ? Special Cause of Loss available ? Equipment Breakdown coverage available ? . ......._ ............._......... Value Plus Endorsement is available on accounts eligible for Special form offering 14 valauble coverage enhancements; including Water .........- --------------- -- Back -up, Money & Securities, Employee Dishonesty, Signs, Transit and More No Classification Limitation Endorsement ? No Designated Premises Endorsement ? WHY CHOOSE TO BE INSURED WITH UNITED STATES LIABILITY INSURANCE GROUP? ► One of only 20 A ++ rated insurance groups in the United States by A.M. Best. ► A proud member ofthe Berkshire Hathaway Group, recently voted the #1 most admired Property & Casualty Company in the world (Fortune Magazine 2004). Insure your financial well -being with a stable Company that will be thereto pay your claim. T S: :.......... :f oes not ;^.end , � , a:.: . Y F x x :M0.',4e t;f :4: inm erot, yp ytn must rM3 (;x_ i:�,'.•':3�« '..i• -`k'i: _3S:!:.'o. =iy :.rY.'i[i �.'!:'c i:S i1if:} GIS:.LtL•.a- ?^.il::Y F}: y= BrG:v3r .. itt'.t:!': 70et ' S:3� °:i:la IC `..... n; ^gent 'I. iG: r:r.: a ' G .�.�: :?9j.3r: }. Oi:r Fl.... C:ii. ?: GaC l:-: i7i� rmy' or alfs'ft:F 116 SURPLUS LINES DISCLOSURE and ACKNOWLEDGEMENT At my direction, has placed my coverage in the surplus lines market. As required by Florida Statute 626.916, 1 have agreed to this placement. I understand that superior coverage may be available in the admitted market and at a lesser cost and that persons insured by surplus lines carriers are not protected by the Florida Insurance Guaranty Association with respect to any right of recovery for the obligation of an insolvent unlicensed insurer. I further understand the policy forms, conditions, premiums, and deductibles used by surplus lines insurers may be different from those found in policies used in the admitted market. I have been advised to carefully read the entire policy. There is no liability on the part of, and I have no cause of action against, my agent for placing coverage in the surplus lines market. Named Insured Signature of Insured's Authorized Representative Date Name of Excess and Surplus Lines Carrier Type of Insurance Effective Date of Coverage Printed Name of Producing Agent License Number iffy �+ C 7L r CouHty Adrranis#aW-- Services Division Purchasing Attachment 9: Reference Questionnaire Solicitation: 11 — 5785 Management of Pelican Bay Community Park Tennis Reference Questionnaire for: (Name of Company Requesting Reference Information) (Name of Individuals Requesting Reference Information) Name: Company: (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email: FAX: Telephone: Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm /individual again) and 1 representing that you were very, unsatisfied (and would never hire the firm /indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." Project Description: Project Budget: Change Orders - Dollars Added : Completion Date: Project Number of Days: Change Orders - Days Added: Item Citeria Score 1 Ability to manage the project costs (minimize change orders to scope). 2 Ability to maintain project schedule (complete on -time or early). 3 Quality of work. 4 Quality of consultative advice provided on the project. 5 Professionalism and ability to manage personnel. = i 6 Close out project process (final product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 9 Ability to follow County policies, procedures, rules, regulations, etc. 10 Overall comfort level with hiring the company in the future (customer satisfaction). TOTAL SCORE OF ALL ITEMS Please FAX this completed survey to: By 53 n6 Other Information: cpll�r County Administrative Services Divisicn Purchasing Addendum 1 Date: 10/27/11 From: Joanne Markiewicz To: Interested Suppliers 116 Email: joannemarkiewicz @collie.rgov.net Telephone: (239) 252 -8975 FAX: (239) 252 -6480 Subject: Addendum for Solicitation: 11 -5785 Management of Pelican Bay Community Park Tennis Center The following clarifications are made to the above mentioned Collier County solicitation document: 1. Page 8, g, ii, 1: Change "resurface" to "reconditioned;" and "replace lines as needed." 2. Page 12: Tab III, Experience, Capacity and Specialized Expertise of Firm (10 points) should be labeled as Tab /V 3. Page 13: Tab IV References — See Attachment 9 Reference Questionnaire (10 points) should be labeled as Tab V 4. Page 14: Tab V, Community Outreach (10 points) should be labeled as Tab VI 5. Page 15: Tab VI, Acceptance of Conditions should be labeled as Tab V11 6. Page 15: Tab VII, Required Form Submittals should be labeled as Tab Vlll Additional clarifications from the Pre - solicitation meeting on 12/25/11: 1. See attached Attendance Sheets. 2. The awarded vendor is responsible for the cost of the replacement of tennis court light bulbs. 3. The awarded vendor will not be provided with any asset equipment owned by the County. 4. The County is responsible for the fence around the tennis court unless the vendor proposes an alternative, and it is accepted as a part of the contract. 5. Pelican Bay membership data (See Attachment A) If you require additional information please post a question on the Online Bidding site or contact me at the information noted above. C: Annie Alvarez Shari Ferguson Please sign below and return a copy of this Addendum with your submittal for the above referenced solicitation. (Signature) 2ftZ 7-#E 0 PLC 77�-,V V /-S ACS (Name of firm) //W/ f Date 11 PELICAN BAY PARK TENNIS CENTER NAPLES YOUTH TENNIS ACADEMY FALL 2011 through SPRING 2012. Starting August 22, 2011 PROGRAM DAYS TIME COST PAYMENT Future Stars (5 -12) Mon- Friday 4:00- 6 :00pm . S 200.00/Wk Pre-Pay. $ 40:00/Day Pre -Pay Varsity and Mon- Friday 4:00- 6:00pm $ 200.00/Wk Pre -Pay Tournament. Training $ 40.00/Day Pre -Pay (All ages /ranked players) Players Name-=--------------------- ,��_�_.__----- - - ---- - - - -�� - ----- Address: ---------- ____ -- -_ ------------- - - - - -- -- - --- - --- -- - - --- City.- ----- -- - - -- -- - ----=----- - - - - -- - State: ---- . - ---- -- -- - -- -Zip: --- - - Parents Name:---------- - --- -- - - - - --- -- - ------------- - - - - -- - - -- - Parents Phone: c-------_---------------------- h-- .�__--- __-------- w--- _ -_-- -- - ---- Best regard's, Chuck do �w y 7r3 N O R 2 a I-1 t0 "Jls P4 #: tv W to S� G� �f tp �F 1 �f tr o � tA C/) 0 O CA A� �z Eno, tA Z,', I IG P; tz h3 �V �Y tc t? �Y G tp a7% 1 per f f'�F f i�f v !u ♦•a C/) 0 O CA A� �z Eno, tA Z,', I IG P; tz h3 �V �Y tc t? �Y G tp a7% _ 11 hated. States Yrv#essional 'Icnrnis Association, Inc. letting the standard for teaching professionals — That's Who We Are January It, 2011 Tom Marring 9260 Eucro River Cir Bstaro, Ft 339284417 Dear Tots: '11iis letter wail ccmfwm that Chuck Breger and Cary Sweet have heea added as monmeinbers tn.$ie iiahiMy. jFigay Shat is provided to you as a cert9t%d member of the United Stares Pwfessional:Tennis Association:.Thb:liabiiilypolky covers applicants. and =dfwd and ca ream. honorary members' Unrted:3mt�es, its Eerrhories>aod Cenad� `aud . nonmembers who are hwur -ed tUrough a test $ed mender's pal icy. It also covers Recrcataoaal Coachet who'eled,to pturhase the•kawAnce. THE USPTA LiAB1LrIY POLICY INCLUDES 89 million liability insurance, while on court, for bodily injury to others; and for damage to property not in the tennisuNtmes care, custody or control. It does not cover injury to the (somas teachat', or damage to hisftr pt+operty. I'm acddeut inLM have taken place on court, and arsen fTorn the tennis teachoes playing, practicing tcaching or fliiiciating in t aimis. it shomld be very clear &at this does not cover the sponsoring member (anporateer ccrtifiod) against any liability claims, but only the insarcd nonmember tcaehing assistant while engagod in punfcasional teaching and/on insiructionai capacity nvnvne cmbarin&ta=cc foe isaonre tndabie, asul:isneftherpnoraud.nor huns€erable. Itwill cover the :. normicmbcl`. tl it +ougl><`the::termofileP�c3'yam." Plicafiostmustb6madtbythe- T3S "Asponsorforthaiinnsiieanihar insurce each policy year, since no invoices will be sent as a reminder. Policy number. Efiee ivs period: For questions -or to report an seddesiit, coact: PHPK663100 12131/14 - 12131111 USPTA world Headquarters 3535 Brimpazk Drive, Suite One Houston, TX 77042 Telephone: 713- 478 -7782 If we inay be of furdw ass'ssfance, Please do not hesitate too contact us. Sincerely, UNMED STATFS MOFE.SST 1+TAL TENNIS ASSOCiAMON, INC. Meiotry De (.i�� -� insurance Department 3535 Bftgmk Drive, Suite One. Houston, TX 77042 800- 877 - 8248. 713 - 978 -7182. 723 - 978 -7780 f m,.usptaousptls.org. uspm=m United States Professional. Tennis Association, Inc. ^� Setting the standard for teaching professionals — That's Who We Are LINFOXA, 3/28/2011 Mr. William F. Nau 7648 Ponte Verde Way Naples, FL 34109 -7144 To whom it may concern: This letter will confirm that Mr. William F. Nau as an applicant for membership in the United States Professional Tennis Association (USPTA), has liability insurance as outlined below: THE USPTA LIABILITY POLICY INCLUDES $9 million liability insurance, while on court, for bodily injury and/or property damage (for the property of others not in your care, custody or control). THE USPTA POLICY PROVIDES legal liability insurance for an accident which takes place on court and arises from the tennis professional's playing, practicing, teaching or officiating in tennis. For questions or to USPTA World Headquarters report an accident, 3535 Briarpark Drive, Suite One contact: Houston, TX 77042 (713) 97 -USPTA If we may be of fiirther assistance, please do not hesitate to contact us. Sincerely, USPTA Insurance Department IlT This coverage is null and void' if the. member is not:p cltlzen of or does nut legally reside and work in the United States;Rits terri%ones ar,Carlada. 3535 Briarpark Drive, Suite One +Houston, TX 77042 800- 877 - 8248.713- 978- 7782.713- 978- 7780: fax* uspta@uspti..orgouspt2..com United States Professional Tennis Association, Inc. Setting the standard for teaching professionals — That's Who We Are I.�SPTQ. 3/28/2011 Mr: William F. Nau 7648 Ponte Verde Way Naples, FL 34109 -7144 Dear William: Welcome to the USPTA. As an applicant for USPTA.membership, your prorated dues are paid in full through the end of 2011. You also will enjoy many valuable benefits while you study for the Certification Exam. We currently have you registered for April 9, 2411, in Atlanta, Ga. Our Certification Committee has chosen five "On Court with USPTA" shows on the modem game as a gift to you. The award - winning show airs on the Tennis Channel. We hope these shows inspire your teaching and give you many ideas and different concepts to apply to your teaching. This DVD is valued at over $ I00 and USPTA is the only teaching organization that has the resources to produce this type of material for your education and implementation. We hope you enjoy it You will receive ADDvantage and Tennis magazines and your divisional newsletter, and you may attend USPTA courses and events (including conventions) at the lower member cost. Applicants and certified members who legally reside and work within the United States, its territories or Canada are covered for up to S9 million in general liability insurance while teaching on court. USPTA's Executive Committee has instituted a deadline by which all applicants must take and pass the USPTA Certification Exam. A person now has two years from his or her original application date to become a certified member of the Association. If you find it necessary to cancel an exam, we must receive your cancellation no later than 14 days before the exam, or a cancellation fee will be charged. If you cancel after the 14 -day deadline, the cancellation fee is $95. If you do not cancel or show up for the exam, the application fee is forfeited. You have now completed all pre - certification requirements. Once you have passed the exam and become certified, you will receive your membership card. It's also important to note that as an applicant, you may not promote yourself as a "USPTA member" or use the initials "USPTA" in promotions or literature that describe professional qualifications. William, we are glad to have you as an applicant of USPTA. Please contact us if we may be of assistance. With kind regards, 1 am, Sincerely, UNITED STATES PROFESSIONAL TENNIS ASSOCIATION, INC. { Tim Heckler CEO TH /so 3535 Hriarpark. Drive, Suite One . Houston, TX 77042 800 -877- 8248.713 -978 - 7782.713- 978 -7784 fax. uspta @uspta.org. uspta.com a z z 0 0 V o� 0 0 v v V N .r, 11 O G v U 0 ti o� O V V 6' O O 0 o� N O N 0 0 N 1 t o � c cn V a 0 r c X0607 yML ado' ��A► t'�- TEA(+Z� the United States Professional Tennis Registry certifies that according to the guidelines and standards established, • AE au has completed all tests and examinations and qualifies for USPTR certification as PROFESSIONAL Xemder in good&,andZng from 2001— 2002 CEO /Executive Director I I O, a, a% r) 0 LLJ Qj PWAI. 10 L6. e7 0 LLJ Qj �i 0► u a N �(C �.J V O u C: 0 Q) Z u E 0 0 u 'x :o m � ) u V v Q �L y Py�E TE�rS u Q r Z Q iii Z v V O O Lo LU 0 Lim w - Q Q v� W ��lst�3� oc Q a o o C) z o� v °� W h i U ~ u Q v W . W _ ti 116 G 1 1--uu CERTIFICADO DE ASISTENCIA El presence diploma certifica que FRITZ NAU aslstl0 al Spanish Training System Course impartido por el REGISTRO PROFESIONAL DE TENIS t f� Luis ediero 1999 Director Fecha THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR ACORD,. CERTIFICATE OF LIABILITY INSURANCE ATE(MMI °D/YYYYJ 09/01/10 PRODUCER FAX Coastal Plains Insurance P. 0. Box 6869 D' NSR THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. 15 Bow Circle POLICY-EFFECTIVE- DATE MMIDDIYYYY POLICY EXPIRATION DATE MM /DDIYYYY LIMITS Hilton Head Island, SC 29938 INSURERS AFFORDING COVERAGE. NAIC # .INSURED Professional Tennis Registry - . INSURERA: Starr Indemnity & Liability Co $ 1,000,00 P.O. BOX 4739 INSURER B: P2GL-114583-02 Hilton Head, SC 2993+8 INSURER C: $ 100,00 INSURER D: — INSURER E: $ 5,00 COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN. REDUCED BY PAID CLAIMS. INS INSR D' NSR TYRE OFiNSURANCE POLICY NUMBER -. POLICY-EFFECTIVE- DATE MMIDDIYYYY POLICY EXPIRATION DATE MM /DDIYYYY LIMITS GENERAL LIABILITY P2GL- 100000-02/ 09/01/2010 09/01/2011 EACH OCCURRENCE $ 1,000,00 X COMMERCIAL GENERAL LIABILITY P2GL-114583-02 PREMISES Ea occurrence $ 100,00 CLAIMS MADE � OCCUR MED EXP (Any one person) $ 5,00 A PERSONAL & ADV INJURY $ 1,000,00 GENERAL AGGREGATE Is 2,000,00 GEWL AGGREGATE'LIMIT APPLIES PER: PRODUCTS - COMPIOP AGG Is 2,000,00 T POLICY 7 PRO• JECT LOC AUTOMOBILE LIABILITY ANYAUTO COMBINED SINGLE LIMB (Ea accident) $ BODILY INJURY (Per person) $ ALL. OWNED AUTOS SCHEDULED.AUTOS BODILY INJURY (Per accident) $ HIRED.AUTOS NON -OWNED AUTOS PROPERTY DAMAGE (Per accident) . $ - GARAGE LIABILITY AUTO ONLY -EA ACCIDENT $ OTHER THAN EAACC $ ANY AUTO $ AUTO ONLY: AGG EXCESS I UMBRELLA LIABILITY EX -100005 -02/ 09/01/2010 09/01/2011 EACH OCCURRENCE $ 5,000,00 X OCCUR CLAIMS MADE P2GL` 114 5 83 -02 AGGREGATE $ 5,000,00 $ A $ DEDUCTIBLE R X RETENTION $ 10, 00 $ WORKERS COMPENSATION ANDEMPLOYERS'LIABILITY - YIN ANY PROPRIETORIPARTNER/EXECUTIVEr� - I - TORY LIMITS ER E.L. EACH ACCIDENT $ OFFICERWEMBER EXCLUDED? �J IMandatory .In: NH) E.L. DISEASE - EA EMPLOYEE $ If yyes, describe under - - SPECIAL.PROVISIONSbelow - EL DISEASE - POLICY LIMIT $ OTHER P2GL- 100000 -02/ Abuse/Molestation $100,000' A P2GL- 114583 -02 Per Occurrence / —Aggregate $100,000 DESCRIPTION OF OPERATIONS / LOCATIONS /VEHICLES /EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS Fritz Nau Member # 20993 Effective: September 1, 2010 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THEA13OVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATIO DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO 00 SO SHALL Fritz Na u Tennis Services IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER,: ITS AGENTS OR Naples, Florida REPRESENTATIVES. AUTHORIZED REPRESENTATIVE M:D: Barker,. III /CAM. ACORD 25 (2009101) m 1988 -2009 ACORD CORPORATION. All rights reserved The ACORD name and logo are registered: marks of ACORD 2007 Adult Couple Total Jan 3 8 11 Feb 2 2 4 Mar 5 0 5 A r 1 0 1 Ma N 3 1 4 Jun 3 0 3 Jul 2 0 2 Aug 0 0 0 Sep 4 0 4 Oct 10 3 13 Nov 8 2 10 Dec 9 2 11 Total 50 18 68 2009 Adult Couple Total Jan 13 0 13 Feb 6 0 6 Mar 5 1 6 Apr 3 1 4 May 1 1 2 Jun 4 1 5 Jul 0 0 0 Aug 0 0 0 Sep_ 0 0 0 Oct 6 1 7 Nov 5 2 7 Dec 5 2 7 Total 48 9 57 2011 Adult Couple Total Jan 8 3 11 Feb 2 2 4 Mar 4 0 4 Apr 0 0 0 May 0 0 0 Jun 4 0 4 Jul 0 0 0 Aug 2 2 4 Sep 0 1 1 Oct 9 1 10 Nov 4 0 4 Dec 15 3 18 Total 20 8 28 Attachment A Pelican Bay Membership Data 2008 Adult Couple Total Jan 7 2 9 Feb 5 2 7 Mar 7 0 7 Apr 5 1 6 May 1 1 2 Jun 1 0 1 Jul 2 0 0 Auq 1 0 1 Sep 0 1 1 Oct 9 1 10 Nov 4 0 4 Dec 15 3 18 Total 57 11 66 2010 Adult Couple Total Jan 7 3 10 Feb 6 1 7 Mar 4 1 5 Apr 4 0 4 May 0 1 1 Jun 5 1 6 Jul 1 0 0 Aug 2 0 2 Sep 1 0 1 Oct 5 1 6 Nov 7 1 8 Dec 9 2 11 Total 51 11 61 116 CA COUNLY Non Mandatory Pre- Proposal Meeting Adrawsh"ServiMsDvisim Vendor Sign -in Purdasing . Date- 10/25111; SAM Solicitation: 11 -5785 Management of Pelican Say Community Park Tennis Center �/ PLEASE PRINT Name: �yz_� KermwU61O_ J Name: i1l.iANtJ 5llu /TS/ t=it Company: Irl- kT J' Address: Z C- � �d I City: State: L Zip: 3 0 Telephone: 5 / 4 - 3 q FAX: Company: VS I LAN ) 5 Address: O5-,5- • c,(A e- !f -c- City: State: F L- Zip: •3 y Telephone: -7 7 7 - 0 858 FAX: Email: l" 15 (Z) 404, ea -1 Email: i 54 Ur- b "t r 4 G'-A a ({ Name: Ft t k(L Name: X 5,W69T Company: "TA Company: Address: Address: city:�PS State: Zip: Telephone: ;L4 - 1 ! n b FAX: City: / prtz5 State: f Zip: 3 ! D8 Telephone: 7,39' L�b� 32Zo FAX: Email: Sry T aln s �r •C--,N,,, • r .✓L Email: QS-WeP rna�c i? 0-b V4i-o, ca-n7 G /Aoq uistions/ TechFormsandLetter: /MandatoryPre- PmposalSigninSheet Revised! 4/15/2010 IC2 Collier county Non Mandatory Pre - Proposal Meeting Vendor Sign -in Pumhasft Date: 10125111; 9AM Solicitation: 11 -5785 Management of Pelican Bay Community Park Tennis Center -�1 PLEASE PR1NTC 1 (} Name: _ r4 -1a., iwnrr-1 Name: ll-� Ujt tl Company: Company: Address: 20�! �4S�l.tr*�ra Vin! (( �j Address: �� Ev9 P�1,A.4") D1 1:0� 3 c? Q y� p City: City: State: t^ Zip: 9 b State: \ Zip : Telephone: a,3'(-. ��`�- 39( 2 G� j Telephone: 7 \ FAX: FAX: / _ Email: ��_C' �� BU . W Email: 1 /i{!()G` i �ls,� g ,HtF•(. ��* Dr Name: Name: Company: Company: Address: Address: City: City: State: Telephone: FAX: Zip: State: Telephone: FAX: Email: Email: Zip: G/ Acquistiona/ TechFmmsandLetters /MandetoryPie- PmposalSigninSheet ReviseG: 4/152010 Attendance Sheet Cad Non Mandatory Pre - Proposal Meeting Collier Ad ***a& a SGWicesDiv wM County Department Sign -in Pmhasiry Date: 10125111; 9AM Solicitation: 11 -6785 Management of Pelican Bay Community Park Tennis Center Name Department ,.. =o�ta re cJrGZ uRCE{ASrs`1� aa.i V z i..:4t -0- G /Acquistionsf TechFormsandLetters/MandatoryPre- ProposaiSigninSheet Revised: 4/15/2010 190W of 2- * * ** Enter your reply ABOVE this line * * ** Response By: Peggy (Ticket ID 11686) Retail Price: $29.99 - Response ------------------------------------------------------------------------------ - - - - -- Hello Amey, The quote above is for the TOTAL QUANTITY of 2. The price per piece is: $ 14.99. If you wish to place this order as quoted, click the link: httns : / /quotedesk.sys007.com/ form /backend /queu.eorderForm.asnx? tid= 11686 &cid= AmevAshlev IDG item # 94102 - 4" x 10" flat wall sign- no holder Production time, upon receipt of a complete order, is-2-3 business days. Thanks Peggy - Quote history - Quote Request staples -sku- number: 365194 staples- location: store store - number: 1624 associate -name: Amey Ashley email: ccl624 @staplescopycenter.com request -for: quote customer -name: Dan Halloran customer- number: 2397659700 delivered -to: Store ship - method: standard quantity: 2 product: wall- door -sign- engraved mounting- option: double- sided -tape wall - door - sign- holder: black -metal product - size- width: 10 product- size - height: 4 engraving- colors: pineGreen -white line -1: MANAGEMENT OFFICE line- font - style -1: regular line - font - size -1: large line -2: WATERSIDE 1234 line- font - style -2: bold line- font - size -2: large https://mail.staplescopycenter.com/exchange/cc 1624/ lnbox /IDG %20Quote%.20For : %20 %a.._ 11/8/2011 of line -3: (239)- 765 -9700 line - font- style -3: bold line- font - size -3: medium line -4: TELE- ENTRY- -DIAL 026 line- font- style -4: regular line - font - size -4: medium special - instructions: nO HOLDER https:l lmail. staplescopycentet .com/exchangelcc 1624/ Inbox %IDG %.2.OQuote %2OFor.To20 %0... 11/8/241.1 Fujitsu Gun #1 / Serial No. Date i ime Uut Associate Sig. rime in Associate Initials M H �� V /,�, I� --Fuf 4su - Gun #2 Date Time Out Associate Sig. Time In Associate initials Manager Signature 116 REQUEST FOR PROPOSAL COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS Solicitation 11 -5785 Management of Pelican Bay Community Park Tennis Center Joanne Markiewicz, Acquisition Manager 239 - 252 -8975 (Telephone) 239 - 252 -6480 (Fax) joannemarkiewicz @colliergov.net (Email) This proposal solicitation document is prepared in a Microsoft Word format. Any alterations to this document made by the Vendor may be grounds for rejection of proposal, cancellation of any subsequent award, or any other legal remedies available to the Collier County Government. Purchasing Department• 3327 Tamiami Trail East - Naples, Florida 34112 -4901 - vmvv.colliergov.neYpurchasing 11G` Table of Contents LEGALNOTICE ..................................................................................................................................... ..............................3 EXHIBIT 1: SCOPE OF WORK, SPECIFICATIONS AND RESPONSE FORMAT ............................................. ..............................4 EXHIBIT 11: GENERAL RFP INSTRUCTIONS ........................................................................................... .............................16 EXHIBIT III: COLLIER COUNTY PURCHASE ORDER TERMS AND CONDITIONS ...................................... .............................20 EXHIBIT IV: ADDITIONAL TERMS AND CONDITIONS FOR RFP ........................................................... ............................... 24 ATTACHMENT 1: VENDOR'S NON - RESPONSE STATEMENT ................................................................. .............................32 ATTACHMENT 2: VENDOR CHECK LIST ............................................................................................... .............................33 ATTACHMENT 3: CONFLICT OF INTEREST AFFIDAVIT .......................................................................... .............................34 ATTACHMENT 4: VENDOR DECLARATION STATEMENT ...................................................................... .............................35 ATTACHMENT 5: AFFIDAVIT FOR CLAIMING STATUS AS A LOCAL BUSINESS ...................................... .............................37 ATTACHMENT 6: IMMIGRATION AFFIDAVIT CERTIFICATION .............................................................. .............................38 ATTACHMENT 7: VENDOR SUBSTITUTE W — 9 .................................................................................... .............................39 ATTACHMENT 8: INSURANCE AND BONDING REQUIREMENTS .......................................................... .............................40 ATTACHMENT 9: REFERENCE QUESTIONNAIRE .................................................................................. .............................42 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 2 Legal Notice Sealed Proposals to provide the Pelican Bay Community Tennis Center Management Program will be received until 2PM Naples local time, on 11/9/2011 at the Collier County Government, Purchasing Department, 3327 Tamiami Trail E, Naples, FL 34112. Solicitation 11 -5785 Management of Pelican Bay Community Park Tennis Center Services to be provided shall include, but not be limited to the following: The Parks and Recreation Department is seeking vendor proposals to operate and maintain the tennis infrastructure and program at Pelican Bay Community Park Tennis Center. A non - mandatory pre - proposal conference will be held on 10/25/11, commencing promptly at 9AM, and will be held at the Pelican Bay Community Park Tennis Center, North Naples at 764 Vanderbilt Beach Road, Naples, Florida 34108. All statements shall be made upon the official proposal form which may be obtained on the Collier County Purchasing Department E- Procurement website: www.colliergov.net/bid. Collier County does not discriminate based on age, race, color, sex, religion, national origin, disability or marital status. BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA, BY: /S/ Stephen Y. Carnell, C.P.M. Purchasing & General Services Director This Public Notice was posted on the Collier County Purchasing Department website: www.colliergov.net/purchasing and in the Lobby of Purchasing Building "G ", Collier County Government Center on 10/10/2011. PutC�nnu Departrwr- 3301 Taman Trail East ° Napies. ;Ronda 34112 • wmv.coilier�aov.neUpurct asinq 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 11G !!. Exhibit I: Scope of Work, Specifications and Response Format As requested by the Collier County Parks and Recreation Department (hereinafter, the "Division or Department "), the Collier County Board of County Commissioners Purchasing Department (hereinafter, "County ") has issued this Request for Proposal (hereinafter, "RFP ") with the intent of obtaining proposals from interested and qualified firms in accordance with the terms, conditions and specifications stated or attached. The use of the terms vendor, proposer and consultant are used interchangeably and relate to the company presenting the proposal to the County. The Vendor, at a minimum, must achieve the requirements of the Specifications or Scope of Work stated herein. Additionally, the resultant contract may be used should similar operations become available in other Parks and Recreation facilities, or other County Departments. Brief Description of Purchase The Parks and Recreation Department is seeking vendor proposals to operate and maintain the tennis infrastructure and program at Pelican Bay Community Park Tennis Center. Background With a total of 2,305 square miles, and a land area of 2,025 square miles, Collier County is the largest county in Florida, and is larger than the states of Rhode Island and Delaware. Collier County is a thriving area in Florida, featuring one of the best business climates in the nation. With its geographic location, diverse demographics, affluent tourism, international trade, efficient education and transportation systems, and strong industrial work force, Collier County is a premier business destination in Florida Collier County is a diverse community, economically and culturally. Naples is a very affluent community with a median income of $83,831, while the Immokalee and Everglades community personal income is $10,256 and $38,750 respectively. On the whole, per capita personal income in Collier County is twice that of the State of Florida: $63,276 for Collier County and $38,417 for the State of Florida. Collier County and its surrounding communities have a current estimated population of 318,500. The Parks and Recreation Department is committed to providing quality services to the citizens of Collier County. The focus is to provide the public, both residents and visitors, with unique recreation experiences. The County's parks and recreation facilities contribute to the health of the community's residents enhance the integrity and quality of the natural environment and attract visitors to the community, thereby contributing to local tourism and economic development. Pelican Bay Community Park is a 15 acre park located in the heart of Pelican Bay, one of Southwest Florida's most heralded residential communities, representing the ultimate Naples lifestyle in a gorgeous setting of beaches, lakes, parks, golf courses and nature preserves. Pelican Bay Community Park offers a beautiful backdrop for the true tennis enthusiast. Located on the Florida's southwest coast, the Pelican Bay Community Park Tennis Center may be found in North Naples at 764 Vanderbilt Beach Road, Naples, Florida 34108. The Park is open Monday — 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 11@ Friday from 8am — 9pm and Saturday and Sunday from 8am — 5pm. The Tennis Center amenities include eight (8) har -tru courts; a "pro shop," and a men's and women's restroom. Current rates and fees for services for fiscal year 2012 are established by the Board of County Commissioners and include: • Court Fees: $10.60 per person for 1.5 hours • Annual Membership (Single): $400.01 • Annual Membership (Couple): $701.72 • Private Lesson (1/2 hours): $35 • Private Lesson (1 hour): $65 A current rental agreement between Pelican Bay Foundation and Parks and Recreation exists and includes dates from 12/12 — 5/1/2012. Mondays: 8:OOAM 2 courts Wednesdays: 8:OOAM 2 courts Fridays: 8:OOAM 2 courts 9:30AM 1 court 9:30AM 1 court 9:30AM 1 court The aforementioned courts will be reserved for The Pelican Bay Foundation's use unless released 24 hours in advance by The Foundation. Pelican Bay Community Park Tennis Program anticipated expenses prepared by Parks and Recreation for fiscal year 2012 (October — September) are: Description Budget Tennis staff (1 fulltime; 3 part-time) $82,566 Maintenance staff 45,335 Telephone and computer line 3,000 Electricity 20,000 Water 15,000 Court supplies 5,000 Operating and repair supplies 1,000 Office supplies 500 Janitorial supplies 500 Medical supplies 100 Marketing 3,500 Resale merchandise 300 Court resurfacing 8,000 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 4'' �[' d• O O CO r L N M CC) LL O O 0 O Cfl cf O O M t6 a) a) c M Ln U) C 0 ! r N CN N L) o L a) 3 U M m E2 E N O 'T O t` M O O 6 w - N p is m N CU Lt)�c'MOM00 L 0 c a) N �, N — c6 CD Mn 0 IL U) h- U � � d — LA O Ln 0 C) 0 L r-- Ln LO 00 0 CO Y Cu (n L N O O L` CO O - Q r CO O N O LO O O 00 r O CU �2 M r Il- L U N CL . sZ O 00 'IT LO UCi m M C) fl- OOO C U) ca Ux_':_ I— LO O 1` r M U- '! M M N 00 C r- C L 3 o Z Cfl ti O O 00 Cfl 7 LO O O 114 Z Cfl f- E «s N LLB Lo U r a) 00 CZ) 00r 0 V CO CC) O 00 0) r CLJ ' N 00 M N Cl) 1 N r It N > ! lM N 14T N CM 0 Q N LA I- O LO M M Lo 00 r r Z, N M r O O I` ti M O LO LO M Il_ LO O V O N 0 M CO 0 O Il LC) O O Il_ I- LO I� d M co co N r 0 Lf" M N O O LO r-_ 0 ti O a a ti Lo I-- O =■ ;, !' I� M N (c) LO O Co O Cfl O N CO LO LO I-- co r LO � � Nr r N a) a) 0 LL cti4�m � ,J) �= ca a)a oma� 3 -I -I r-1 tt -I t-1 NI r _ a) N L N 0 0 LL L 0 0 0 f6 s c w c6 N a) J C t6 a) a) c U 0 U) 0 o0 CU 00 0 OL L) L) o L a) 3 U M m E2 E N O 3 La T N ._.........._.. t0 6 w - N p is m N CU CU c 0 L 0 c a) N �, N — c6 CD Mn 0 IL U) h- U � � d Cn Q _ L p ! 0 0 0 v 3 0 0 0 0 0 0 ^a m m c a) c o° 00 0 c 0 o0 00 oc t=1' ._.........._.. t0 I-- w N CC) N tC N tn 00 r 7 a) d' Y Cu (n L a 10 N � N � N OV o E (a L U w- CL . sZ U CL m cm C U) ca 65 y L- c w. n c - fI1 m F- 0 C -p C L 3 o ~ a) m 2 -m(1) °i Q p- 0 o o Y Z U w f- E «s U'� U U E a) o, .vim m O () > C 0 "m c 0 C �. E Cl) m N 4 U p ! 0 0 0 v 3 0 0 0 0 0 0 0 0 0 ........_.. p N t=1' ._.........._.. t0 I-- `7 N CC) N a) Y Cu (n L a 10 o E U c °o v o v m a)_ m m o E cn c °i Z o 0 c Cn Cn X16 Detailed Scope of Work The Parks and Recreation Department is seeking vendor proposals to operate and maintain the tennis infrastructure and program at Pelican Bay Community Park Tennis Center (referred to as the "Tennis Program "). The successful vendor shall provide, operate, maintain and pay for the Tennis Program, including, but not limited to: 1. Leading and guiding the "Tennis Program" with the following goals in mind: a. To provide a "first / world class" Tennis Program directed toward enhancing the program and facilities wherever possible. b. To provide a Tennis Program which is a recognized and accepted USTA program. c. To promote the sport of tennis throughout all age groups in the Collier County community in conjunction with the Parks and Recreation Department. 2. Managing and maintaining the day -to -day operational requirements of the "Tennis Program" including: a. 8 lit har tru clay courts, the nets, fence structure, water relief areas, seating for the courts, the pro shop, and the men's and women's restrooms. b. Maintenance and repair of all of those facilities identified in 2 a, including, but not limited to daily court grooming, on court algae management, annual resurfacing, irrigation repairs, net and fence repairs, etc. c. Provide all supplies and services to conduct repairs and upkeep of the tennis courts and the pro shop. 3. Maintaining an active professional status in the United States Tennis Association (USTA). 4. Selecting, managing and supervising "Tennis Program" staff. The selected vendor is fully responsible for any employees under their direction. 5. Managing all sourcing, inventory, point of sale and financial reporting for the Tennis Program, including, but not limited to the: a. Pro shop, b. Tennis lessons, c. Memberships, and d. Tournaments. 6. Paying the County a monthly guarantee commission and utility (electric and water) costs for all services provided by the vendor. Both commission and utility payments is due to the County by the fifteenth (15th) of each month for the preceding month, and said payment shall be accompanied by a statement of gross receipts for the preceding month. It is also understood that the applicable Florida State Sales Use Tax on rental payments shall be added to the vendor's rental payment and forwarded to the County as part of said payments. It is the intent of the County that it is to receive the rental amount as net, free and clear of all costs and charges arising from or relating to said demised premises. 7. Providing financial, inventory, reservation and usage data on a regular basis as identified by the County's project manager. A monthly report of activities submitted to the Parks and recreation Department by the fifteenth (15th) of each month. This report can be in the form developed by the vendor and approved by the County's project manager The report, as a minimum, shall include hours of operation, daily attendance figures, and weather conditions, etc. This report shall accompany the monthly commission and utility checks. lie, 8. Providing for the following (unless otherwise approved by the County's project manager): a. Hours of Operation: Maintain current hours, or longer. b. Tennis Equipment: The vendor shall provide all equipment necessary for delivery of service to participants of the Tennis Program. c. Auditing of Accounts: The vendor shall, upon demand, make available locally, books of account and financial statements to authorized representatives of Collier County. d. Employee Qualifications: The vendor shall provide experienced personnel overseeing the facility. Conduct of the employees of the vendor shall be subject to reasonable regulation by the Director of Parks and Recreation Department. The vendor shall employ people to work at this facility who are professional, literate, neat, clean, well - groomed and courteous and wear a uniform of the awarded company. All employees must be screened and background checks must be completed as directed by the Department. The successful vendor shall bear the costs of all background checks performed by the County. e. Point of Sale Equipment: The vendor must use point -of -sale electronic cash machines or other electronic accounting control equipment for the proper control of cash payments. Cash register tapes must be maintained and made available upon demand during the entire term of the Agreement with Collier County. f. Operational and Facility Concepts: The successful vendor must obtain written approval from the Director of Parks and Recreation or his authorized representative for any and all changes in operational concepts as set forth in the Proposal. The vendor shall pay for any improvements to the Tennis Program, including all costs associated with permits and renovations. g. Maintenance and Repairs: The vendor shall, to the satisfaction of the County project manager provide normal and routine daily, monthly, yearly maintenance of the facilities, designed to keep the premises and equipment in a good state of repair, free from hazardous conditions and deterioration, thus providing for the comfort and safety of visitors and patrons. Maintenance and repairs shall include the following, unless otherwise approved by the County's project manager: Drag and line courts at least twice daily (prior to morning and evening play). i. Daily / Weekly Maintenance on Clay Courts 1. Clean Tennis - Two -Steps at least twice daily. 2. Empty trash from court receptors at least once per day. 3. Empty large garbage cans and Recycle Cans as need and take to Maintenance Building. Replace can liners. 4. Sweep or blow off sidewalks and cabanas at least once a day prior to morning play. 5. Monitor Cal -Cap subterranean irrigation system and make adjustments as needed. 6. Apply clay as needed weekly. 7. Apply algaecide to "hard pan" areas as needed (minimally once a week). 8. Remove weeds as needed weekly. 9. Check condition of lines weekly. Level lines as needed. ii. Annual Maintenance on Clay Courts 1. Resurface courts: remove old clay, replace lines, add new material and level. Courts should be resurfaced every 12 -18 months. 2. Replace tidy trays and buckets as needed. 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template- Solicitations\RFP _Non_CCNATemplate_06012011 8 113 h. Security: The vendor shall provide any security measures which may be required to protect his /her area and his /her equipment, materials and facilities. i. Trash, Rubbish and Garbage Removal: The County will provide all garbage, trash and rubbish receptacles. The vendor shall be responsible for the pickup and removal of all rubbish, trash and garbage including removal of trash from the concession area to the dumpster. The vendor agrees to perform daily removal of litter in the immediate exterior area within fifty (50) feet of the concession. j. Assignment of Concession Agreement: The vendor shall not, at any time during the tenure of the Agreement, sublet any part of this Agreement or assign any portion or part of it, except by virtue of written permission granted by the Board of County Commissioners. k. Appearance of Premises: The vendor shall have a neat and orderly operation at all times and shall be solely responsible for the necessary housekeeping. The vendor shall make available all areas under their control for examination at any time by the County project manager. I. Restrooms: The County shall maintain the restrooms. m. Public Use of Facilities: The attention of prospective vendors is directed to the fact that the Concessionaire shall be responsible to the County's project manager for the satisfactory and courteous operation of the concession. Nothing in this Agreement shall preclude the County from using the public areas for public and /or civic purposes as deemed necessary. n. Advertising and Signs: The vendor shall provide, at their sole expense, required signs at all public approaches to the facility. All signage, advertising and posting shall be approved by the County's project manager. Unapproved signs will be removed by Parks and Recreation staff. o. Commencement of Operation: The successful vendor shall be open for business to the public no later than thirty (30) days after the approval of the Contract by the Board of County Commissioners. Term of Contract The contract term, if an award(s) is /are made is intended to be one — five year term with five (5) additional one (1) year renewal options. The commission percentage shall remain firm for the initial term of this contract. Requests for consideration of a commission adjustment must be made on the contract anniversary date, in writing, to the Purchasing Director. Price adjustments are dependent upon budget availability and Program Manager approval. Surcharges will not be accepted in conjunction with this contract, and such charges should be incorporated into the pricing structure. 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template- Solicitations \RFP_Non_CCNATemplate_06012011 110 Projected Solicitation Timetable The following projected timetable should be used as a working guide for planning purposes only. The County reserves the right to adjust this timetable as required during the course of the RFP process. Event Date Issue Solicitation Notice 10/10/11 Non - mandatory on -site walk- through at Pelican Bay 10125/11, 9AM Naples Community Park Tennis Center, North Naples at 764 Local Time Vanderbilt Beach Road, Naples, Florida 34108 Last Date for Receipt of Written Questions 10/27/11, 12 Noon Naples Local Time Solicitation Deadline Date and Time 11/9/11, 2PM Naples Local Time Anticipated Evaluation of Submittals November — December 2011 Vendor Presentations if Required December 2011 — January 2012 Anticipated Completion of Contract Negotiations January 2012 Anticipated Board of County Commissioner's Contract February 2012 Approval Date Response Format The Vendor understands and agrees to abide by all of the RFP specifications, provisions, terms and conditions of same, and all ordinances and policies of Collier County. The Vendor further agrees that if it is awarded a contract, the work will be performed in accordance with the provisions, terms and conditions of the contract. To facilitate the fair evaluation and comparison of proposals, all proposals must conform to the guidelines set forth in this RFP. Any portions of the proposal that do not comply with these guidelines must be so noted and explained in the Acceptance of Conditions section of the proposal. However, any proposal that contains such variances may be considered non - responsive. Proposals should be prepared simply and economically, providing a straightforward concise description of the Vendor's approach and ability to meet the County's needs, as stated in this RFP. All proposals should be presented as described in this RFP in PDF or Microsoft Word format with Tabs clearly marked. If outlined in this RFP, the utilization of recycled paper for proposal submission is strongly encouraged. The items listed below shall be submitted with each proposal and should be submitted in the order shown. Each section should be clearly labeled, with pages numbered and separated by tabs. Failure by a Vendor to include all listed items may result in the rejection of its proposal. 1. Tab 1, Management Summary Cover Letter — not to exceed two (2) pages 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATempiate_06012011 10 116 Provide a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the firm in providing the services stated herein. Include the name(s), telephone number(s) and email(s) of the authorized contact person(s) concerning proposal. Submission of a signed Proposal is Vendor's certification that the Vendor will accept any awards as a result of this RFP. List all proposed subcontractors who will participate on the team. 2. Tab II, Business Plan (20 points) In this tab, include • Detailed plan of approach for leading and implementing the Tennis Program (including major tasks and sub - tasks). • Detailed time line for implementation of the Tennis Program. • Detailed plan for facilities enhancements, including timeline and dollar investment. • Include with the Business Plan or as an attachment, a copy of a report as an example of work product. This should be for one of the projects listed as a reference. • An overview of the proposed leadership team. Attach brief resumes of all proposed project team members who will be involved in the management of the total package of services, as well as the delivery of specific services • Description of the design concept of the Tennis Program they will be implementing, including marketing, merchandise in the pro -shop, hours of service, rates for tennis lessons, annual projected sales volume, etc. • Detailed time line for implementation of start-up of the concessionaire project. • Provide pro shop product list and pricing sheet. • Include with the Business Plan or as an attachment, a copy of the monthly report provided with commission checks and utility payment. 3. Tab III, Commission Returned to the County and Annual Facility Investment (40 points) On a monthly basis, the vendor shall be responsible for payment of the Tennis Program's metered utilities (electric and water). Additionally, the vendor shall pay to the County a stated monthly minimum guarantee. The County is also interested in receiving the vendor's offer to provide any additional Tennis Program facility infrastructure investment. Provide the following information: 1. Minimum monthly guarantee to the County $ (Minimum monthly guarantee) 2. Annual guaranteed investment in the Tennis Program facility $ infrastructure. (Minimum annual guarantee) The County reserves the right to approve plans prior to the start-up of any project; the successful vendor agrees to provide follow -up audit information as requested by the County for these improvements. TOTAL (add #1 and #2 to get TOTAL of Commission guarantee $ and Annual Facility Investment). Prior to the Selection Committee reviewing proposals, the following methodology will be applied to each vendor's information provided in this area: 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 11 116 ' The highest number of points (20) will be awarded to the vendor who has the greatest dollar TOTAL (by adding #1, #2 and #3 together). All remaining vendor's dollar TOTAL will be divided by the highest vendor's dollar TOTAL which will then be multiplied by 20 points to determine the vendor's points awarded. Each subsequent vendor's score will be calculated in the same manner. Points awarded will be extended to the first decimal point (per Microsoft Excel). For illustrative purposes only, see chart for an example of how these points would be distributed among the five proposers. Vendor Name Dollar TOTAL. Points Awarded Vendor ABC 35,000 20 Vendor DEF 30,000 17.1 Vendor GHI 27,500 15.7 Vendor JKL 18,000 10.3 Vendor MNO 18,000 10.3 Vendor PQR 5,750 3.3 The Points Awarded by vendor will be distributed to the Selection Committee prior to their evaluation of the proposals. The Selection Committee will review the vendor's proposal to ensure consistency and completion of all tasks in the RFP, and review the Points Awarded per vendor. The Selection Committee may, at their sole discretion, contact references and /or modify the reference points assigned after a thorough review of the proposal and prior to ranking of the final Selection Committee. 3. Tab III, Experience, Capacity, and Specialized Expertise of Firm (10 points) In an effort to assess the vendor's experience, capacity and specialized expertise, please provide the following information: 1. Provide the number of private and similar sized Tennis Programs that the vendor is, or has, managed the past five ears (1/1/06 — 12/31/10). 2. Provide the number of similar sized Tennis Programs that the vendor is or has, managed the past five years for public agencies like State, City, County or University (1/1/06 — 12/31/10 ). 3. Number of years the vendor has been actively participating in the United State Tennis Association (USTA). 4. Number of events sponsored by the USTA and vendor the past five years (1/1/06 — 12/31/10). 5. Number of staff who are designated USTA tennis professionals who will be working at the Tennis Program. 6. Number of hours per week that tennis professionals will be on- site at Tennis Program during business hours (Monday — Friday from 8am — 9pm and Saturday and Sunday from 9am — 5pm). TOTAL (add #1 - #6 for a TOTAL of Experience, Capacity and Specialized Expertise) 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 12 r Prior to the Selection Committee reviewing proposals, the following methodology will be applied to each vendor's information provided in this area: • The highest number of points (10) will be awarded to the vendor who has the greatest TOTAL (by adding #1 - #6 together). • All remaining vendor's TOTAL will be divided by the highest vendor's TOTAL which will then be multiplied by 10 points to determine the vendor's points awarded. Each subsequent vendor's score will be calculated in the same manner. • Points awarded will be extended to the first decimal point (per Microsoft Excel). For illustrative purposes only, see chart for an example of how these points would be distributed among the five proposers. Vendor Name Experience, Capacity and Specialized Expertise TOTAL Points Awarded Vendor ABC 150 10.0 Vendor DEF 125 8.3 Vendor GHI 125 8.3 Vendor JKL 110 7.3 Vendor MNO 105 7.0 Vendor PQR 82 5.5 The Points Awarded by vendor will be distributed to the Selection Committee prior to their evaluation of the proposals. The Selection Committee will review the vendor's proposal to ensure consistency and completion of all tasks in the RFP, and review the Points Awarded per vendor. The Selection Committee may, at their sole discretion, contact references and /or modify the reference points assigned after a thorough review of the proposal and prior to ranking of the final Selection Committee. 4. Tab IV, References — See Attachment 9 Reference Questionnaire (10 points) In order for the vendor to be awarded any points for this tab, the County requests that the vendor submits five (5) completed reference forms from clients whose projects are of a similar nature to this solicitation as a part of their proposal. The County will only use the methodology calculations for the first five (5) references (only) submitted by the vendor in their proposal. Prior to the Selection Committee reviewing proposals, the following methodology will be applied to each vendor's information provided in this area: • The County shall total each of the vendor's five reference questionnaires and create a ranking from highest number of points to lowest number of points. References marked with an N/A (or similar notation will be given the score of zero (0)). Vendors who do not turn in reference forms will be counted as zero (0). • The greatest number of points allowed in this criterion will be awarded to the vendor who has the highest score. • The next highest vendor's number of points will be divided by the highest vendor's points which will then be multiplied by criteria points to determine the vendor's points awarded. Each subsequent vendor's point score will be calculated in the same manner. • Points awarded will be extended to the first decimal point (per Microsoft Excel). 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 13 I Isk I I For illustrative purposes only, see chart for an example of how these points would be distributed among the five vendors. Vendor Name Vendor Total Reference Score Points Awarded Vendor ABC 445 10 Vendor DEF 435 9.8 Vendor GHI 425 9.6 Vendor JKL 385 8.7 Vendor MNO 385 8.7 Vendor PQR 250 5.6 Note: sample chart reflects a 20 point reference criterion. The points awarded by vendor will be distributed to the Selection Committee prior to their evaluation of the proposals. The Selection Committee will review the vendor's proposal to ensure consistency and completion of all tasks in the RFP, and review the Points Awarded per vendor. The Selection Committee may, at their sole discretion, contact references, and /or modify the reference points assigned after a thorough review of the proposal and prior to final ranking by the final Selection Committee. 5. Tab V, Community Outreach (10 points) In an effort to assess the vendor's community outreach, please provide the following information: 1. Number of Tennis Program "free- events" that will be provided to the community annually. Community Outreach Points Awarded 2. Annual marketing dollars for the Tennis Program. $ (Annual marketing dollars) 3. Number of Tennis Program "open hours" per week. Vendor ABC TOTAL (add #1, #2 and #3 to determine the TOTAL of Community Outreach). 10 Prior to the Selection Committee reviewing proposals, the following methodology will be applied to each vendor's information provided in this area: • The highest number of points (10) will be awarded to the vendor who has the greatest TOTAL (by adding #1 - #3 together). • All remaining vendor's TOTAL will be divided by the highest vendor's TOTAL which will then be multiplied by 10 points to determine the vendor's points awarded. Each subsequent vendor's score will be calculated in the same manner. • Points awarded will be extended to the first decimal point (per Microsoft Excel). For illustrative purposes only, see chart for an example of how these points would be distributed among the five proposers. Vendor Name Community Outreach Points Awarded TOTAL Vendor ABC 3560 10 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 14 Ilia Vendor DEF 3225 9.1 Vendor GHI 3040 8.5 Vendor JKL 2080 5.8 Vendor MNO 1900 5.3 Vendor PQR 225 .6 The Points Awarded by vendor will be distributed to the Selection Committee prior to their evaluation of the proposals. The Selection Committee will review the vendor's proposal to ensure consistency and completion of all tasks in the RFP, and review the Points Awarded per vendor. The Selection Committee may, at their sole discretion, contact references and /or modify the reference points assigned after a thorough review of the proposal and prior to ranking of the final Selection Committee. 6. Tab VI, Acceptance of Conditions Indicate any exceptions to the general terms and conditions of the RFP, and to insurance requirements or any other requirements listed in this RFP. If no exceptions are indicated in this tabbed section, it will be understood that no exceptions to these documents will be considered after the award, or if applicable, during negotiations. Exceptions taken by a Vendor may result in evaluation point deduction(s) and /or exclusion of proposal for Selection Committee consideration, depending on the extent of the exception(s). Such determination shall be at the sole discretion of the County and Selection Committee. 7. Tab VII, Required Form Submittals • Attachment 2: Vendor Check List • Attachment 3: Conflict of Interest Affidavit • Attachment 4: Vendor Declaration Statement • Attachment 5: Affidavit for Claiming Status as a Local Business • Attachment 6: Immigration Affidavit Certification • Attachment 7: Vendor Substitute W -9 • Attachment 8: Insurance and Bonding Requirements • Attachment 9: Reference Questionnaire • Other: signed addenda, USTA certification and promotional materials 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 15 Exhibit II: General RFP Instructions 1. Questions iii Direct questions related to this RFP to the Collier County Purchasing Department E- Procurement website: www.colliergov.net/bid. Vendors must clearly understand that the only official answer or position of the County will be the one stated on the Collier County Purchasing Department E- Procurement website. For general questions, please call the referenced Procurement Strategist noted on the cover page. 2. Pre - Proposal Conference The purpose of the pre - proposal conference is to allow an open forum for discussion and questioning with County staff regarding this RFP with all prospective Vendors having an equal opportunity to hear and participate. Oral questions will receive oral responses, neither of which will be official, nor become part of the RFP. Only written responses to written questions will be considered official, and will be included as part of this RFP as an addendum. All prospective Vendors are strongly encouraged to attend, as, this will usually be the only pre - proposal conference for this solicitation. If this pre - proposal conference is denoted as "mandatory", prospective Vendors must be present in order to submit a proposal response. 3. Compliance with the RFP Proposals must be in strict compliance with this RFP. Failure to comply with all provisions of the RFP may result in disqualification. 4. Ambiguity, Conflict, or Other Errors in the RFP It is the sole responsibility of the Vendor if the Vendor discovers any ambiguity, conflict, discrepancy, omission or other error in the RFP, to immediately notify the Procurement Strategist, noted herein, of such error in writing and request modification or clarification of the document prior to submitting the proposal. The Procurement Strategist will make modifications by issuing a written revision and will give written notice to all parties who have received this RFP from the Purchasing Department. 5. Proposal, Presentation, and Protest Costs The County will not be liable in any way for any costs incurred by any Vendor in the preparation of its proposal in response to this RFP, nor for the presentation of its proposal and /or participation in any discussions, negotiations, or, if applicable, any protest procedures. 6. Delivery of Proposals All proposals are to be delivered before 2PM, Naples local time, on or before 11/9/11 to: Collier County Government Purchasing Department 3327 Tamiami Trail E Naples FL 34112 Attn: Joanne Markiewicz, Acquisition Manager 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 16 lie' The County shall not bear the responsibility for proposals delivered to the Purchasing Department past the stated date and /or time indicated, or to an incorrect address by Vendor's personnel or by the Vendor's outside carrier. However, the Purchasing /General Services Director, or designee, shall reserve the right to accept proposals received after the posted close time under the following conditions: • The tardy submission of the proposal is due to the following circumstances, which shall include but not be limited to: late delivery by commercial carrier such as Fed Ex, UPS or courier where delivery was scheduled before the deadline. • The acceptance of said proposal does not afford any competing firm an unfair advantage in the selection process. Vendors must submit one (1) paper copy clearly labeled "Master," and eight (8) compact disks (CD's or DVD's) with one copy of the proposal on each CD in Word, Excel or PDF. List the Solicitation Number and Title on the outside of the box or envelope. 7. Validity of Proposals No proposal can be withdrawn after it is filed unless the Vendor makes their request in writing to the County prior to the time set for the closing of Proposals. All proposals shall be valid for a period of one hundred eighty (180) days from the submission date to accommodate evaluation and selection process. 8. Method of Source Selection The County is using the Competitive Sealed Proposals methodology of source selection for this procurement, as authorized by Ordinance Number 87 -25, and Collier County Resolution Number 2006 -268 establishing and adopting the Collier County Purchasing Policy. The County may, as it deems necessary, conduct discussions with qualified Vendors determined to be in contention for being selected for award for the purpose of clarification to assure full understanding of, and responsiveness to solicitation requirements. 9. Evaluation of Proposals The County's procedure for selecting is as follows: 1. The County Manager shall appoint a Selection Committee to review all proposals submitted. 2. Request for Proposals issued. 3. Subsequent to the closing of proposals, the Procurement Strategist and Project Manager shall review the proposals received and verify whether each proposal appears to be minimally responsive to the requirements of the published RFP. 4. Meetings shall be open to the public and the Procurement Strategist shall publicly post prior notice of such meeting in the lobby of the Purchasing Building at least one (1) day in advance of all such meetings. 5. The committee members shall review each Proposal individually and score each proposal based on the evaluation criteria stated herein. 6. Prior to the first meeting of the selection committee, the Procurement Strategist will post a notice announcing the date, time and place of the first committee meeting. Said notice shall be posted in the lobby of the Purchasing Building not less than three (3) working days prior to the meeting. The Procurement Strategist shall also post prior notice of all subsequent 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template- Solicitations \RFP_Non_CCNATemplate_06012011 17 116 committee meetings and shall endeavor to post such notices at least one (1) day in advance of - all subsequent meetings. 7. The committee will compile individual rankings, based on the evaluation criteria as stated herein, for each proposal to determine committee recommendations. The committee may at their discretion, schedule presentations or demonstrations from the top- ranked firm(s), make site visits, and obtain guidance from third party subject matter experts. The committee will forward questions and topics for the vendor to respond to, and announce the criteria used for the presentation or demonstrations to the top ranked vendors invited in prior to the vendor's presentation. The final recommendation will be decided based on review of scores and consensus of committee. The County reserves the right to withdraw this RFP at any time and for any reason, and to issue such clarifications, modifications, and /or amendments as it may deem appropriate. Receipt of a proposal by the County or a submission of a proposal to the County offers no rights upon the Vendor nor obligates the County in any manner. Acceptance of the proposal does not guarantee issuance of any other governmental approvals. Proposals which include provisions requiring the granting of zoning variances shall not be considered. 10. References The County reserves the right to contact any and all references pertaining to this solicitation and related proposal. 11. Proposal Selection Committee and Evaluation Factors The County Manager shall appoint a Selection Committee to review all proposals submitted. The factors to be considered in the evaluation of proposal responses are listed below. Business Plan 20 points Commission Returned to the County and Annual Facility Investment 40 points Experience, Capacity, and Specialized Expertise of the Firm 10 points References 10 points Community Outreach 10 points Local Vendor Preference 10 points TOTAL 100 points Tie Breaker: In the event of a tie, both in individual scoring and in final ranking, the firm with the lowest paid dollars by Collier County to the vendor (as obtained from the County's financial system) within the last five (5) years will receive the higher individual ranking. If there is a multiple firm tie in either individual scoring or final ranking, the firm with the lowest volume of work shall receive the higher ranking, the firm with the next lowest volume of work shall receive the next highest ranking and so on. 12. Acceptance or Rejection of Proposals The right is reserved by the County to waive any irregularities in any proposal, to reject any or all proposals, to re- solicit for proposals, if desired, and upon recommendation and justification by 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 18 116 F Collier County to accept the proposal which in the judgment of the County is deemed the most advantageous for the public and the County of Collier. Any proposal which is incomplete, conditional, obscure or which contains irregularities of any kind, may be cause for rejection. In the event of default of the successful Vendor, or their refusal to enter into the Collier County contract, the County reserves the right to accept the proposal of any other Vendor or to re- advertise using the same or revised documentation, at its sole discretion. 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 19 12 11 1 Exhibit III: Collier County Purchase Order Terms and Conditions Offer and to comply with all carrier This offer is subject to cancellation by the regulations. Risk of loss of any goods COUNTY without notice if not accepted by sold hereunder shall transfer to the VENDOR within fourteen (14) days of COUNTY at the time and place of issuance. delivery; provided that risk of loss prior to actual receipt of the goods by the Acceptance and Confirmation COUNTY nonetheless remain with This Purchase Order (including all VENDOR. documents attached to or referenced b) No charges will be paid by the COUNTY therein) constitutes the entire agreement for packing, crating or cartage unless between the parties, unless otherwise otherwise specifically stated in this specifically noted by the COUNTY on the Purchase Order. Unless otherwise face of this Purchase Order. Each delivery provided in Purchase Order, no invoices of goods and /or services received by the shall be issued nor payments made COUNTY from VENDOR shall be deemed to prior to delivery. Unless freight and be upon the terms and conditions contained other charges are itemized, any in this Purchase Order. discount will be taken on the full amount of invoice. No additional terms may be added and c) All shipments of goods scheduled on the Purchase Order may not be changed except same day via the same route must be by written instrument executed by the consolidated. Each shipping container COUNTY. VENDOR is deemed to be on must be consecutively numbered and notice that the COUNTY objects to any marked to show this Purchase Order additional or different terms and conditions number. The container and Purchase contained in any acknowledgment, invoice Order numbers must be indicated on bill or other communication from VENDOR, of lading. Packing slips must show notwithstanding the COUNTY'S acceptance Purchase Order number and must be or payment for any delivery of goods and /or included on each package of less than services, or any similar act by VENDOR. container load (LCL) shipments and /or with each car load of equipment. The Inspection COUNTY reserves the right to refuse or All goods and /or services delivered return any shipment or equipment at hereunder shall be received subject to the VENDOR'S expense that is not marked COUNTY'S inspection and approval and with Purchase Order numbers. payment therefore shall not constitute VENDOR agrees to declare to the acceptance. All payments are subject to carrier the value of any shipment made adjustment for shortage or rejection. All under this Purchase Order and the full defective or nonconforming goods will be invoice value of such shipment. returned pursuant to VENDOR'S instruction d) All invoices must contain the Purchase at VENDOR'S expense. Order number and any other specific information as identified on the To the extent that a purchase order requires Purchase Order. Discounts of prompt a series of performances by VENDOR, the payment will be computed from the date COUNTY prospectively reserves the right to of receipt of goods or from date of cancel the entire remainder of the Purchase receipt of invoices, whichever is later. Order if goods and /or services provided Payment will be made upon receipt of a early in the term of the Purchase Order are proper invoice and in compliance with non - conforming or otherwise rejected by the Chapter 218, Fla. Stats., otherwise COUNTY. known as the "Local Government Shipping and Invoices Prompt Payment Act," and, pursuant to a) All goods are FOB destination and must the Board of County Commissioners be suitably packed and prepared to Purchasing Policy. secure the lowest transportation rates 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 20 5. Time Is Of the Essence Time for delivery of goods or performance of services under this Purchase Order is of the essence. Failure of VENDOR to meet delivery schedules or deliver within a reasonable time, as interpreted by the COUNTY in its sole judgment, shall entitle the COUNTY to seek all remedies available to it at law or in equity. VENDOR agrees to reimburse the COUNTY for any expenses incurred in enforcing its rights. VENDOR further agrees that undiscovered delivery of nonconforming goods and /or services is not a waiver of the COUNTY'S right to insist upon further compliance with all specifications. 6. Changes The COUNTY may at any time and by written notice make changes to drawings and specifications, shipping instructions, quantities and delivery schedules within the general scope of this Purchase Order. Should any such change increase or decrease the cost of, or the time required for performance of the Purchase Order, an equitable adjustment in the price and /or delivery schedule will be negotiated by the COUNTY and VENDOR. Notwithstanding the foregoing, VENDOR has an affirmative obligation to give notice if the changes will decrease costs. Any claims for adjustment by VENDOR must be made within thirty (30) days from the date the change is ordered or within such additional period of time as may be agreed upon by the parties. 7. Warranties VENDOR expressly warrants that the goods and /or services covered by this Purchase Order will conform to the specifications, drawings, samples or other descriptions furnished or specified by the COUNTY, and will be of satisfactory material and quality production, free from defects and sufficient for the purpose intended. Goods shall be delivered free from any security interest or other lien, encumbrance or claim of any third party. These warranties shall survive inspection, acceptance, passage of title and payment by the COUNTY. Statutory Conformity Goods and services provided pursuant to this Purchase Order, and their production its and transportation shall conform to all applicable laws, including but not limited to the Occupational Health and Safety Act, the Federal Transportation Act and the Fair Labor Standards Act, as well as any law or regulation noted on the face of the Purchase Order. Advertising No VENDOR providing goods and services to the COUNTY shall advertise the fact that it has contracted with the COUNTY for goods and /or services, or appropriate or make use of the COUNTY'S name or other identifying marks or property without the prior written consent of the COUNTY'S Purchasing Department. 10. Indemnification VENDOR shall indemnify and hold harmless the COUNTY from any and all claims, including claims of negligence, costs and expenses, including but not limited to attorneys' fees, arising from, caused by or related to the injury or death of any person (including but not limited to employees and agents of VENDOR in the performance of their duties or otherwise), or damage to property (including property of the COUNTY or other persons), which arise out of or are incident to the goods and /or services to be provided hereunder. 11. Warranty of Non - Infringement VENDOR represents and warrants that all goods sold or services performed under this Purchase Order are: a) in compliance with applicable laws; b) do not infringe any patent, trademark, copyright or trade secret; and c) do not constitute unfair competition. VENDOR shall indemnify and hold harmless the COUNTY from and against any and all claims, including claims of negligence, costs and expense, including but not limited to attorneys' fees, which arise from any claim, suit or proceeding alleging that the COUNTY'S use of the goods and /or services provided under this Purchase Order are inconsistent with VENDOR'S representations and warranties in section 11 (a). 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 21 If any claim which arises from VENDOR'S breach of section 11 (a) has occurred, or is likely to occur, VENDOR may, at the COUNTY'S option, procure for the COUNTY the right to continue using the goods or services, or replace or modify the goods or services so that they become non - infringing, (without any material degradation in performance, quality, functionality or additional cost to the COUNTY). 12. Insurance Requirements The VENDOR, at its sole expense, shall provide commercial insurance of such type and with such terms and limits as may be reasonably associated with the Purchase Order. Providing and maintaining adequate insurance coverage is a material obligation of the VENDOR. All insurance policies shall be executed through insurers authorized or eligible to write policies in the State of Florida. 13. Compliance with Laws In fulfilling the terms of this Purchase Order, VENDOR agrees that it will comply with all federal, state, and local laws, rules, codes, and ordinances that are applicable to the conduct of its business. By way of non - exhaustive example, this shall include the American with Disabilities Act and all prohibitions against discrimination on the basis of race, religion, sex creed, national origin, handicap, marital status, or veterans' status. Further, VENDOR acknowledges and without exception or stipulation shall be fully responsible for complying with the provisions of the Immigration Reform and Control Act of 1986 as located at 8 U.S.C. 1324, et seq. and regulations relating thereto, as either may be amended. Failure by the awarded firm(s) to comply with the laws referenced herein shall constitute a breach of the award agreement and the County shall have the discretion to unilaterally terminate said agreement immediately. Any breach of this provision may be regarded by the COUNTY as a material and substantial breach of the contract arising from this Purchase Order. 14. Force Majeure Neither the COUNTY nor VENDOR shall be responsible for any delay or failure in performance resulting from any cause 116 beyond their control, including, but without limitation to war, strikes, civil disturbances and acts of nature. When VENDOR has knowledge of any actual or potential force majeure or other conditions which will delay or threatens to delay timely performance of this Purchase Order, VENDOR shall immediately give notice thereof, including all relevant information with respects to what steps VENDOR is taking to complete delivery of the goods and /or services to the COUNTY. 15. Assignment VENDOR may not assign this Purchase Order, nor any money due or to become due without the prior written consent of the COUNTY. Any assignment made without such consent shall be deemed void. 16. Taxes Goods and services procured subject to this Purchase Order are exempt from Florida sales and use tax on real property, transient rental property rented, tangible personal purchased or rented, or services purchased (Florida Statutes, Chapter 212), and from federal excise tax. 17. Annual Appropriations The COUNTY'S performance and obligation to pay under this Purchase Order shall be contingent upon an annual appropriation of funds. 18. Termination This Purchase Order may be terminated at any time by the COUNTY upon 30 days prior written notice to the VENDOR. This Purchase Order may be terminated immediately by the COUNTY for breach by VENDOR of the terms and conditions of this Purchase Order, provided that COUNTY has provided VENDOR with notice of such breach and VENDOR has failed to cure within 10 days of receipt of such notice. 19. General a) This Purchase Order shall be governed by the laws of the State of Florida. The venue for any action brought to specifically enforce any of the terms and conditions of this Purchase Order shall be the Twentieth Judicial Circuit in and for Collier County, Florida 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 22 b) Failure of the COUNTY to act immediately in response to a breach of this Purchase Order by VENDOR shall not constitute a waiver of breach. Waiver of the COUNTY by any default,- by VENDOR hereunder shall not be deemed a waiver of any subsequent default by VENDOR. c) All notices under this Purchase Order shall be sent to the respective addresses on the face page by certified mail, return receipt requested, by overnight courier service, or by personal delivery and will be deemed effective upon receipt. Postage, delivery and other charges shall be paid by the sender. A party may change its address for notice by written notice complying with the requirements of this section. d) The Vendor agrees to reimbursement of any travel expenses that may be I I G' 1" 1 associated with this Purchase Order in accordance with Florida Statute Chapter 112.061, Per Diem and Travel Expenses for Public Officers, employees and authorized persons. e) In the event of any conflict between or among the terms of any Contract Documents related to this Purchase Order, the terms of the Contract Documents shall take precedence over the terms of the Purchase Order. To the extent any terms and /or conditions of this Purchase Order duplicate or overlap the Terms and Conditions of the Contract Documents, the provisions of the Terms and /or Conditions that are most favorable to the County and /or provide the greatest protection to the County shall govern. 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 23 iig e, Exhibit IV: Additional Terms and Conditions for RFP 1. Insurance Requirements The Vendor shall at its own expense, carry and maintain insurance coverage from responsible companies duly authorized to do business in the State of Florida as set forth in the Insurance and Bonding attachment of this solicitation. The Vendor shall procure and maintain property insurance upon the entire project, if required, to the full insurable value of the scope of work. The County and the Vendor waive against each other and the County's separate Vendors, Contractors, Design Consultant, Subcontractors agents and employees of each and all of them, all damages covered by property insurance provided herein, except such rights as they may have to the proceeds of such insurance. The Vendor and County shall, where appropriate, require similar waivers of subrogation from the County's separate Vendors, Design Consultants and Subcontractors and shall require each of them to include similar waivers in their contracts. Collier County shall be responsible for purchasing and maintaining, its own liability insurance. Certificates issued as a result of the award of this solicitation must identify "For any and all work performed on behalf of Collier County." The General Liability Policy provided by Vendor to meet the requirements of this solicitation shall name Collier County, Florida, as an additional insured as to the operations of Vendor under this solicitation and shall contain a severability of interests provisions. Collier County Board of County Commissioners shall be named as the Certificate Holder. The "Certificate Holder" should read as follows: Collier County Board of County Commissioners Naples, Florida The amounts and types of insurance coverage shall conform to the minimum requirements set forth in the Insurance and Bonding attachment, with the use of Insurance Services Office (ISO) forms and endorsements or their equivalents. If Vendor has any self- insured retentions or deductibles under any of the below listed minimum required coverage, Vendor must identify on the Certificate of Insurance the nature and amount of such self- insured retentions or deductibles and provide satisfactory evidence of financial responsibility for such obligations. All self- insured retentions or deductibles will be Vendor's sole responsibility. Coverage(s) shall be maintained without interruption from the date of commencement of the Work until the date of completion and acceptance of the scope of work by the County or as specified in this solicitation, whichever is longer. The Vendor and /or its insurance carrier shall provide 30 days written notice to the County of policy cancellation or non - renewal on the part of the insurance carrier or the Vendor. The Vendor shall also notify the County, in a like manner, within twenty -four (24) hours after receipt, of any notices of expiration, cancellation, non - renewal or material change in coverage or limits received by Vendor from its insurer and nothing contained herein shall relieve Vendor of this requirement to provide notice. In the event of a reduction in the aggregate limit of any policy to be provided by Vendor 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 24 i i G , hereunder, Vendor shall immediately take steps to have the aggregate limit reinstated to the full extent permitted under such policy. Should at any time the Vendor not maintain the insurance coverage(s) required herein, the County may terminate the Agreement or at its sole discretion shall be authorized to purchase such coverage(s) and charge the Vendor for such coverage(s) purchased. If Vendor fails to reimburse the County for such costs within thirty (30) days after demand, the County has the right to offset these costs from any amount due Vendor under this Agreement or any other agreement between the County and Vendor. The County shall be under no obligation to purchase such insurance, nor shall it be responsible for the coverage(s) purchased or the insurance company or companies used. The decision of the County to purchase such insurance coverage(s) shall in no way be construed to be a waiver of any of its rights under the Contract Documents. If the initial or any subsequently issued Certificate of Insurance expires prior to the completion of the scope of work, the Vendor shall furnish to the County renewal or replacement Certificate(s) of Insurance not later than ten (10) calendar days after the expiration date on the certificate. Failure of the Vendor to provide the County with such renewal certificate(s) shall be considered justification for the County to terminate any and all contracts. 2. Offer Extended to Other Governmental Entities Collier County encourages and agrees to the successful vendor extending the pricing, terms and conditions of this solicitation or resultant contract to other governmental entities at the discretion of the successful vendor. 3. Additional Items and /or Services During the contract term, Collier County reserves the right to add related items and /or services upon negotiation of a satisfactory price by the Project Manager and Vendor. 4. County's Right to Inspect The County or its authorized Agent shall have the right to inspect the Vendor's facilities /project site during and after each work assignment the Vendor is performing. 5. Additional Terms and Conditions of Contract Collier County has developed standard contracts /agreements, approved by the Board of County Commissioners (BCC). The selected Vendor shall be required to sign a standard Collier County contract within twenty one (21) days of Notice of Selection for Award. The County reserves the right to include in any contract document such terms and conditions, as it deems necessary for the proper protection of the rights of Collier County. A sample copy of this contract is available upon request. The County will not be obligated to sign any contracts, maintenance and /or service agreements or other documents provided by the Vendor. 6. Payment Method Payments are made in accordance with the Local Government Prompt Payment Act, Chapter 218, Florida Statutes. Vendor's invoices must include: • Purchase Order Number 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template- SolicitationslRFP _Non_CCNATemplate_06012011 NO 1 41 Description and quantities of the goods or services provided per instructions on the County's purchase order or contract. Invoices shall be sent to: Board of County Commissioners Clerk's Finance Department ATTN: Accounts Payable 3299 Tamiami Trail E Ste 700 Naples FL 34112 Collier County, in its sole discretion, will determine the method of payment for goods and /or services as part of this agreement. Payment methods include: • Traditional — payment by check, wire transfer or other cash equivalent. • Standard — payment by purchasing card. Collier County's Purchasing Card Program is supported by standard bank credit suppliers (i.e. VISA and MasterCard), and as such, is cognizant of the Rules for VISA Merchants and MasterCard Merchant Rules. Collier County cautions vendors to consider both methods of payment when determining pricing as no additional surcharges or fees will be considered (per Rules for VISA Merchants and MasterCard Merchant Rules). The County will entertain bids clearly stating pricing for standard payment methods. An additional separate discounted price for traditional payments may be provided at the initial bid submittal if it is clearly marked as an "Additional Cash Discount." Upon execution of the Contract and completion of each month's work, payment requests shall be submitted to the Project Manager on a monthly basis by the Contractor for services rendered for that prior month. Services beyond sixty (60) days from current monthly invoice will not be considered for payment without prior approval from the Project manager. All invoices must be submitted within the fiscal year the work was performed. (County's fiscal year is October 1 - September 30.) Invoices submitted after the close of the fiscal year will not be accepted (or processed for payment) unless specifically authorized by the Project Manager. Payments will be made for articles and /or services furnished, delivered, and accepted, upon receipt and approval of invoices submitted on the date of services or within six (6) months after completion of contract. Any untimely submission of invoices beyond the specified deadline period is subject to non- payment under the legal doctrine of "laches" as untimely submitted. Time shall be deemed of the essence with respect to the timely submission of invoices under this agreement. In instances where the successful contractor may owe debts (including, but not limited to taxes or other fees) to Collier County and the contractor has not satisfied nor made arrangement to satisfy these debts, the County reserves the right to off -set the amount owed to the County by applying the amount owed to the vendor or contractor for services performed of for materials delivered in association with a contract. Invoices shall not reflect sales tax. After review and approval, the invoice will be transmitted to the Finance Division for payment. Payment will be made upon receipt of proper invoice and in compliance with Chapter 218, Florida Statutes, otherwise known as the "Local Government Prompt Payment Act." Collier County reserves the right to withhold and /or reduce an appropriate amount of any payment for work not performed or for unsatisfactory performance of Contractual requirements. 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template- Solicitations\RFP _Non_CCNATemplate_06012011 26 i16 '.4 7. Environmental Health and Safety All Vendors and Sub vendors performing service for Collier County are required and shall comply with all Occupational Safety and Health Administration (OSHA), State and County Safety and Occupational Health Standards and any other applicable rules and regulations. Vendors and Sub vendors shall be responsible for the safety of their employees and any unsafe acts or conditions that may cause injury or damage to any persons or property within and around the work site. All firewall penetrations must be protected in order to meet Fire Codes. Collier County Government has authorized OSHA representatives to enter any Collier County facility, property and /or right -of -way for the purpose of inspection of any Vendor's work operations. This provision is non - negotiable by any department and /or Vendor. All new electrical installations shall incorporate NFPA 70E Short Circuit Protective Device Coordination and Arc Flash Studies where relevant as determined by the engineer. All electrical installations shall be labeled with appropriate NFPA 70E arch flash boundary and PPE Protective labels. 8. Licenses The Vendor is required to possess the correct Business Tax Receipt, professional license, and any other authorizations necessary to carry out and perform the work required by the project pursuant to all applicable Federal, State and Local Law, Statute, Ordinances, and rules and regulations of any kind. Additionally, copies of the required licenses must be submitted with the proposal response indicating that the entity proposing, as well as the team assigned to the County account, is properly licensed to perform the activities or work included in the contract documents. Failure on the part of any Vendor to submit the required documentation may be grounds to deem Vendor non - responsive. A Vendor, with an office within Collier County is also required to have an occupational license. All State Certified contractors who may need to pull Collier County permits or call in inspections must complete a Collier County Contractor License registration form and submit the required fee. After registering the license /registration will need to be renewed thereafter to remain "active" in Collier County. If you have questions regarding professional licenses contact the Contractor Licensing, Growth Management Division at (239) 252 -2431, 252 -2432 or 252 -2909. Questions regarding required occupational licenses, please contact the Tax Collector's Office at (239) 252 -2477. 9. Principals /Collusion By submission of this Proposal the undersigned, as Vendor, does declare that the only person or persons interested in this Proposal as principal or principals is /are named therein and that no person other than therein mentioned has any interest in this Proposal or in the contract to be entered into; that this Proposal is made without connection with any person, company or parties making a Proposal, and that it is in all respects fair and in good faith without collusion or fraud. 10. Relation of County It is the intent of the parties hereto that the Vendor shall be legally considered an independent Vendor, and that neither the Vendor nor their employees shall, under any circumstances, be 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate 06012011 27 I §_ leg4, considered employees or agents of the County, and that the County shall be at no time responsible for any negligence on the part of said Vendor, their employees or agents, resulting in either bodily or personal injury or property damage to any individual, firm, or corporation. 11. Termination Should the Vendor be found to have failed to perform his services in a manner satisfactory to the County, the County may terminate this Agreement immediately for cause; further the County may terminate this Agreement for convenience with a thirty (30) day written notice. The County shall be sole judge of non - performance. 12. Lobbying All firms are hereby placed on NOTICE that the Board of County Commissioners does not wish to be lobbied, either individually or collectively about a project for which a firm has submitted a Proposal. Firms and their agents are not to contact members of the County Commission for such purposes as meeting or introduction, luncheons, dinners, etc. During the process, from Proposal closing to final Board approval, no firm or their agent shall contact any other employee of Collier County in reference to this Proposal, with the exception of the Purchasing Director or his designee(s). Failure to abide by this provision may serve as grounds for disqualification for award of this contract to the firm. 13. Certificate of Authority to Conduct Business in the State of Florida (Florida Statute 607.1501) In order to be considered for award, firms submitting a response to this solicitation shall be required to provide a certificate of authority from the Florida Department of State Divisions of Corporations in accordance with the requirements of Florida Statute 607.1501 (www.sunbiz.org /search.html). A copy of the document shall be submitted with the solicitation response and the document number shall be identified. Firms who do not provide the certificate of authority at the time of response shall be required to provide same within five (5) days upon notification of selection for award. If the firm cannot provide the document within the referenced timeframe, the County reserves the right to award to another firm. 14. Single Proposal Each Vendor must submit, with their proposal, the required forms included in this RFP. Only one proposal from a legal entity as a primary will be considered. A legal entity that submits a proposal as a primary or as part of a partnership or joint venture submitting as primary may not then act as a sub - consultant to any other firm submitting under the same RFP. If a legal entity is not submitting as a primary or as part of a partnership or joint venture as a primary, that legal entity may act as a sub - consultant to any other firm or firms submitting under the same RFP. All submittals in violation of this requirement will be deemed non - responsive and rejected from further consideration. 15. Protest Procedures Any actual or prospective Vendor to a Request for Proposal, who is aggrieved with respect to the former, shall file a written protest with the Purchasing Director prior to the due date for acceptance of proposals. All such protests must be filed with the Purchasing Director no later than 11:00 a.m. Collier County time on the final published date for the acceptance of the Request for Proposals. The Board of County Commissioners will make award of contract in public session. Award recommendations will be posted outside the offices of the Purchasing Department on Wednesdays 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 28 and Thursdays. Any actual or prospective respondent who desires to formally protest the recommended contract award must file a notice of intent to protest with the Purchasing Director within two (2) calendar days (excluding weekends and County holidays) of the date that the recommended award is posted. Upon filing of said notice, the protesting party will have five (5) days to file a formal protest and will be given instructions as to the form and content requirements of the formal protest. A copy of the "Protest Policy" is available at the office of the Purchasing Director. 16. Public Entity Crime A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a bid, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a bid, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit bids, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. 17. Security and Background Checks If required, Vendor / Contractor / Proposer shall be responsible for the costs of providing background checks by the Collier County Facilities Management Department, and drug testing for all employees that shall provide services to the County under this Agreement. This may include, but not be limited to, checking federal, state and local law enforcement records, including a state and FBI fingerprint check, credit reports, education, residence and employment verifications and other related records. Contractor shall be required to maintain records on each employee and make them available to the County for at least four (4) years. 18. Conflict of Interest Vendor shall complete the Conflict of Interest Affidavit included as an attachment to this RFP document. Disclosure of any potential or actual conflict of interest is subject to County staff review and does not in and of itself disqualify a firm from consideration. These disclosures are intended to identify and or preclude conflict of interest situations during contract selection and execution. 19. Prohibition of Gifts to County Employees No organization or individual shall offer or give, either directly or indirectly, any favor, gift, loan, fee, service or other item of value to any County employee, as set forth in Chapter 112, Part III, Florida Statutes, the current Collier County Ethics Ordinance and County Administrative Procedure 5311. Violation of this provision may result in one or more of the following consequences: a. Prohibition by the individual, firm, and /or any employee of the firm from contact with County staff for a specified period of time; b. Prohibition by the individual and /or firm from doing business with the County for a specified period of time, including but not limited to: submitting bids, RFP, and /or quotes; and, c. immediate termination of any contract held by the individual and /or firm for cause. 20. Immigration Affidavit Certification 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 29 11S .,i Statutes and executive orders require employers to abide by the immigration laws of the United States and to employ only individuals who are eligible to work in the United States. The Employment Eligibility Verification System (E- Verify) operated by the Department of Homeland Security (DHS) in partnership with the Social Security Administration (SSA), provides an Internet - based means of verifying employment eligibility of workers in the United States; it is not a substitute for any other employment eligibility verification requirements. The program will be used for Collier County formal Invitations to Bid (ITB) and Request for Proposals (RFP) including professional services and construction services. Exceptions to the program: • Commodity based procurement where no services are provided. • Where the requirement for the affidavit is waived by the Board of County Commissioners Vendors / Bidders are required to enroll in the E- Verify program, and provide acceptable evidence of their enrollment, at the time of the submission of the vendor's /bidder's proposal. Acceptable evidence consists of a copy of the properly completed E- Verify Company Profile page or a copy of the fully executed E- Verify Memorandum of Understanding for the company. Vendors are also required to provide the Collier County Purchasing Department an executed affidavit certifying they shall comply with the E- Verify Program. The affidavit is attached to the solicitation documents. If the Bidder/Vendor does not comply with providing both the acceptable E- Verify evidence and the executed affidavit the bidder's / vendor's proposal may be deemed non - responsive. Additionally, vendors shall require all subcontracted vendors to use the E- Verify system for all purchases not covered under the "Exceptions to the program" clause above. For additional information regarding the Employment Eligibility Verification System (E- Verify) program visit the following website: http: / /www.dhs.gov /E- Verify. It shall be the vendor's responsibility to familiarize themselves with all rules and regulations governing this program. Vendor acknowledges, and without exception or stipulation, any firm(s) receiving an award shall be fully responsible for complying with the provisions of the Immigration Reform and Control Act of 1986 as located at 8 U.S.C. 1324, et se g. and regulations relating thereto, as either may be amended and with the provisions contained within this affidavit. Failure by the awarded firm(s) to comply with the laws referenced herein or the provisions of this affidavit shall constitute a breach of the award agreement and the County shall have the discretion to unilaterally terminate said agreement immediately. 21. Collier County Local Preference Policy Collier County provides an incentive to local business to enhance the opportunities of local businesses in the award of County contracts. In the evaluation of proposals, the County rewards Vendors for being a local business by granting a ten (10) points incentive in the evaluation criterion points. A "local business" is defined as a business that has a valid occupational license issued by either Collier or Lee County for a minimum of one (1) year.prior to a Collier County bid or proposal submission that authorizes the business to provide the commodities or services to be purchased, and a physical business address located within the limits of Collier or Lee Counties from which the vendor operates or performs business. 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 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 30 either Collier or Lee County in a verifiable and measurable way. This may include not be limited to, the retention and expansion of employment opportunities, the support and increase to either Collier or Lee County's tax base, and residency of employees and principals of the business within Collier or Lee 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. The vendor must complete and submit with their proposal response the Affidavit for Claiming Status as a Local Business which is included as part of this solicitation. Failure on the part of a vendor to submit this Affidavit with their proposal response will preclude said Vendor from being considered for local preference under this solicitation. A vendor who misrepresents the Local Preference status of its firm in a proposal or bid submitted to the County will lose the privilege to claim Local Preference status for a period of up to one year. 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 31 CAr minty AdmnisbBbveSer,AcesDvtsion Purchasing Attachment 1: Vendor's Non - Response Statement The sole intent of the Collier County Purchasing Department is to issue solicitations that are clear, concise and openly competitive. Therefore, we are interested in ascertaining reasons for prospective Vendors not wishing to respond to this solicitation. If your firm is not responding to this RFP, please indicate the reason(s) by checking the item(s) listed below and return this form via email or fax, noted on the cover page, or mail to Collier County Government, Purchasing Department, 3327 Tamiami Trail E, Naples, FL 34112. We are not responding to Solicitation 11 — 5785 Management of Pelican Bay Community Park Tennis Center for the following reason(s): ❑ Services requested not available through our company. ❑ Our firm could not meet specifications /scope of work. ❑ Specifications /scope of work not clearly understood or applicable (too vague, rigid, etc.) ❑ Project is too small. ❑ Insufficient time allowed for preparation of response. ❑ Incorrect address used. Please correct mailing address: ❑ Other reason(s): Name of Firm: Address: City, State, Zip: Telephone: Email: Representative Signature: Representative Name: Date 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 32 11b �; a s Attachment 2: Vendor Check List IMPORTANT: THIS SHEET MUST BE SIGNED. Please read carefully, sign in the spaces indicated and return with your Proposal. Vendor should check off each of the following items as the necessary action is completed: ❑ The Proposal has been signed. ❑ All applicable forms have been signed and included, along with licenses to complete the requirements of the project. ❑ Any addenda have been signed and included. ❑ The mailing envelope has been addressed to: Collier County Government Purchasing Department 3327 Tamiami Trail E Naples FL 34112 Attn: Joanne Markiewicz, Acquisition Manager ❑ The mailing envelope must be sealed and marked with Solicitation 11 — 5785 Management of Pelican Bay Community Park Tennis Center and 11/9/11, 2PM. ❑ The Proposal will be mailed or delivered in time to be received no later than the specified due date and time. (Otherwise Proposal cannot be considered.) ALL COURIER - DELIVERED PROPOSALS MUST HAVE THE RFP NUMBER AND TITLE ON THE OUTSIDE OF THE COURIER PACKET. Name of Firm: Address: City, State, Zip: Telephone: Email: Representative Signature: Representative Name: Date 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 33 C � cbmity Admisb- i Service Dvrgm Purchasing Attachment 3: Conflict of Interest Affidavit By the signature below, the firm (employees, officers and /or agents) certifies, and hereby discloses, that, to the best of their knowledge and belief, all relevant facts concerning past, present, or currently planned interest or activity (financial, contractual, organizational, or otherwise) which relates to the proposed work; and bear on whether the firm (employees, officers and /or agents) has a possible conflict have been fully disclosed. Additionally, the firm (employees, officers and /or agents) agrees to immediately notify in writing the Purchasing /General Services Director, or designee, if any actual or potential conflict of interest arises during the contract and /or project duration. Firm: Signature and Date: Print Name Title of Signatory State of County of SUBSCRIBED AND SWORN to before me this 20 by identification Notary Public My Commission Expires day of , who is personally known to me to be the for the Firm, OR who produced the following 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 34 As inisb� Setvx' rest i�n Purchasing Attachment 4: Vendor Declaration Statement BOARD OF COUNTY COMMISSIONERS Collier County Government Complex Naples, Florida 34112 RE: Solicitation: 11 — 5785 Management of Pelican Bay Community Park Tennis Center Dear Commissioners: The undersigned, as Vendor declares that this proposal is made without connection or arrangement with any other person and this proposal is in every respect fair and made in good faith, without collusion or fraud. The Vendor agrees, if this proposal is accepted, to execute a Collier County document for the purpose of establishing a formal contractual relationship between the firm and Collier County, for the performance of all requirements to which the proposal pertains. The Vendor states that the proposal is based upon the proposal documents listed by Solicitation: 11 — 5785 Management of Pelican Bay Community Park Tennis. (Proposal Continued on Next Page) 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 35 PROPOSAL CONTINUED IN WITNESS WHEREOF, WE have hereunto subscribed our names on this day of '20 in the County of in the State of Firm's Legal Name: Address: City, State, Zip Code: Florida Certificate of Authority Document Number: Federal Tax Identification Number Telephone: FAX Signature by: (Typed and written) Title: Additional Contact Information Send payments to: (required if different from above) Company name used as payee Contact name: Title: Address: City, State, ZIP Telephone: FAX: Email: Office servicing Collier County to place orders (required if different from above) Contact name: Title: Address: City, State, ZIP Telephone: Email 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 36 Imo"y AdrrRnistrati� Serulc^es 1:3iri�on Purd iasing Attachment 5: Affidavit for Claiming Status as a Local Business Solicitation: 11 — 5785 Management of Pelican Bay Community Park Tennis (Check Boxes Below) State of Florida (Select County if Vendor is described as a Local Business ❑ Collier County ❑ Lee County Vendor affirms that it is a local business as defined by the Purchasing Policy of the Collier County Board of County Commissioners and the Regulations Thereto. As defined in Section XI of the Collier County Purchasing Policy; A"local business" is defined as a business that has a valid occupational license issued by either Collier or Lee County for a minimum of one (1) year prior to a Collier County bid or proposal submission that authorizes the business to provide the commodities or services to be purchased, and a physical business address located within the limits of Collier or Lee Counties from which the vendor operates or performs business. 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 either Collier or Lee County in a verifiable and measurable way. This may include, but not be limited to, the retention and expansion of employment opportunities, the support and increase to either Collier or Lee County's tax base, and residency of employees and principals of the business within Collier or Lee 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. Vendor must complete the following information: Year Business Established in ❑Collier County or ❑ Lee County: Number of Employees (Including Owner(s) or Corporate Officers): Number of Employees Living in ❑ Collier County or ❑ Lee (Including Owner(s) or Corporate Officers): If requested by the County, vendor will be required to provide documentation substantiating the information given in this affidavit. Failure to do so will result in vendor's submission being deemed not applicable. Vendor Name: Date: Collier or Lee County Address: Signature: STATE OF FLORIDA ❑ COLLIER COUNTY ❑ LEE COUNTY Title: Sworn to and Subscribed Before Me, a Notary Public, for the above State and County, on this Day of 120. Notary Public My Commission Expires: (AFFIX OFFICIAL SEAL) 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 37 Adrrinisb.2iieServi m.Wsion nurchagercq. Attachment 6: Immigration Affidavit Certification Solicitation: 11 — 5785 Management of Pelican Bay Community Park Tennis This Affidavit is required and should be signed, notarized by an authorized principal of the firm and submitted with formal Invitations to Bid (ITB's) and Request for Proposals (RFP) submittals. Further, Vendors / Bidders are required to enroll in the E- Verify program, and provide acceptable evidence of their enrollment, at the time of the submission of the vendor's /bidder's proposal. Acceptable evidence consists of a copy of the properly completed E- Verify Company Profile page or a copy of the fully executed E- Verify Memorandum of Understanding for the company. Failure to include this Affidavit and acceptable evidence of enrollment in the E- Verify program, may deem the Vendor / Bidder's proposal as non - responsive. Collier County will not intentionally award County contracts to any vendor who knowingly employs unauthorized alien workers, constituting a violation of the employment provision contained in 8 U.S.C. Section 1324 a(e) Section 274A(e) of the Immigration and Nationality Act ( "INA "). Collier County may consider the employment by any vendor of unauthorized aliens a violation of Section 274A (e) of the INA. Such Violation by the recipient of the Employment Provisions contained in Section 274A (e) of the INA shall be grounds for unilateral termination of the contract by Collier County. Vendor attests that they are fully compliant with all applicable immigration laws (specifically to the 1986 Immigration Act and subsequent Amendment(s)) and agrees to comply with the provisions of the Memorandum of Understanding with E- Verify and to provide proof of enrollment in The Employment Eligibility Verification System (E- Verify), operated by the Department of Homeland Security in partnership with the Social Security Administration at the time of submission of the Vendor's / Bidder's proposal. Company Name Print Name Signature State of County of Title Date The foregoing instrument was signed and acknowledged before me this day of 20_, by who has produced (Print or Type Name) Notary Public Signature Printed Name of Notary Public Notary Commission Number /Expiration (Type of Identification and Number) as identification. The signee of this Affidavit guarantees, as evidenced by the sworn affidavit required herein, the truth and accuracy of this affidavit to interrogatories hereinafter made. 11 -5785 Management of Pelican Bay Community Park Tennis Center G /Current Template - Solicitations \RFP_Non_CCNATemplate_06012011 38 +Cti.�`r cey Ila, Adrrrir;ue Services t�visicn Purchasing Attachment 7: Vendor Substitute W — 9 Request for Taxpayer Identification Number and Certification In accordance with the Internal Revenue Service regulations, Collier County is required to collect the following information for tax reporting purposes from individuals and companies who do business with the County (including social security numbers if used by the individual or company for tax reporting purposes). Florida Statute 119.071(5) require that the county notify you in writing of the reason for collecting this information, which will be used for no other purpose than herein stated. Please complete all information that applies to your business and return with your quote or proposal. 1. General Information (provide all information) Taxpayer Name (as shown on income tax return) Business Name (if different from taxpayer name) Address State Telephone Order Information Address City State FAX Email FAX Zip 2. Company Status (check only one) City Zip Email Remit / Payment Information Address City State Zip FAX Email _Individual / Sole Proprietor _Corporation _Partnership _Tax Exempt (Federal income tax - exempt entity _ Limited Liability Company under Internal Revenue Service guidelines IRC 501 (c) 3) Enter the tax classification (D = Disregarded Entity, C = Corporation, P = Partnership) 3. Taxpayer Identification Number (for tax reporting purposes only) Federal Tax Identification Number (TIN) (Vendors who do not have a TIN, will be required to provide a social security number prior to an award of the contract.) 4. Sign and Date Form Certification: Under penalties of perjury, 1 certify that the information shown on this form is correct to my knowledge. Signature Date Title Phone Number 1 # Attachment 8: Insurance and Bonding Requirements Insurance / Bond Type Required Limits' 1. ® Worker's Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government Compensation Statutory Limits and Requirements 2. ❑ Employer's Liability $ single limit per occurrence 3. ® Commercial General Bodily Injury and Property Damage Liability (Occurrence Form) patterned after the current $1,000,000 single limit per occurrence ISO form 4. ® Indemnification To the maximum extent permitted by Florida law, the ContractorNendor /Consultant shall indemnify and hold harmless Collier County, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the ContractorNendor /Consultant or anyone employed or utilized by the ContractorNendor /Consultant in the performance of this Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph. This section does not pertain to any incident arising from the sole negligence of Collier County. 4. ❑ Automobile Liability $ Each Occurrence; Bodily Injury & Property Damage, Owned /Non- owned /Hired; Automobile Included 5. ❑ Other insurance as ❑ Watercraft $ Per Occurrence noted: ❑ United States Longshoreman's and Harborworker's Act coverage shall be maintained where applicable to the completion of the work. $ Per Occurrence ❑ Maritime Coverage (Jones Act) shall be maintained where applicable to the completion of the work. $ Per Occurrence ❑ Aircraft Liability coverage shall be carried in limits of not less than $5,000,000 each occurrence if applicable to the completion of the Services under this Agreement. $ Per Occurrence ❑ Pollution $ Per Occurrence ❑ Professional Liability $ Per Occurrence • $ 500,000 each claim and in the aggregate • $1,000,000 each claim and in the aggregate • $2,000,000 each claim and in the aggregate ❑ Project Professional Liability $ Per Occurrence ❑ Valuable Papers Insurance $ Per Occurrence 1 Ir* 6. ❑ Bid bond Shall be submitted with proposal response in the form of certified funds, cashiers' check or an irrevocable letter of credit, a cash bond posted with the County Clerk, or proposal bond in a sum equal to 5% of the cost proposal. All checks shall be made payable to the Collier County Board of County Commissioners on a bank or trust company located in the State of Florida and insured by the Federal Deposit Insurance Corporation. 7. ❑ Performance and For projects in excess of $200,000, bonds shall be submitted with the Payment Bonds executed contract by Proposers receiving award, and written for 100% of the Contract award amount, the cost borne by the Proposer receiving an award. The Performance and Payment Bonds shall be underwritten by a surety authorized to do business in the State of Florida and otherwise acceptable to Owner; provided, however, the surety shall be rated as "A -" or better as to general policy holders rating and Class V or higher rating as to financial size category and the amount required shall not exceed 5% of the reported policy holders' surplus, all as reported in the most current Best Key Rating Guide, published by A.M. Best Company, Inc. of 75 Fulton Street, New York, New York 10038. 8. ® Vendor shall ensure that all subcontractors comply with the same insurance requirements that he is required to meet. The same Vendor shall provide County with certificates of insurance meeting the required insurance provisions. 9. ® Collier County must be named as "ADDITIONAL INSURED" on the Insurance Certificate for Commercial General Liability where required. 10. ® The Certificate Holder shall be named as Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR Collier County Government, OR Collier County. 11. ® Thirty (30) Days Cancellation Notice required. Vendor's Insurance Statement We understand the insurance requirements of these specifications and that the evidence of insurability may be required within five (5) days of the award of this solicitation. Name of Firm Vendor Signature Print Name Insurance Agency Agent Name Date Telephone Number L�l c;o er comity �eServmsonris" Purchasing Attachment 9: Reference Questionnaire Solicitation: 11 — 5785 Management of Pelican Bay Community Park Tennis Reference Questionnaire for: (Name of Company Requesting Reference Information) (Name of Individuals Requesting Reference Information) Name: Company: (Evaluator completing reference questionnaire) Email: FAX: (Evaluator's Company completing reference) Telephone: Collier County is implementing a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm /individual again) and 1 representing that you were very unsatisfied (and would never hire the firm /indivdival again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored "0." Project Description: Project Budget: Change Orders - Dollars Added : Completion Date: Project Number of Days: Change Orders - Days Added: Item Citeria Score" 1 Ability to manage the project costs (minimize change orders to scope). 2 Ability to maintain project schedule (complete on -time or early). 3 Quality of work. 4 Quality of consultative advice provided on the project. 5 Professionalism and ability to manage personnel. 6 Close out project process (final product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 9 Ability to follow County policies, procedures, rules, regulations, etc. 10 Overall comfort level with hiring the company in the future (customer satisfaction). TOTAL SCORE OF ALL ITEMS Please FAX this completed survey to: By +� r Addendum 1 Date: 10/27111 From: Joanne Markiewicz To: Interested Suppliers Email: joannemarkiewicz @colliergov.net Telephone: (239) 252 -8975 FAX: (239) 252 -6480 Subject: Addendum for Solicitation: 11 -5785 Management of Pelican Bay Community Park Tennis Center The following clarifications are made to the above mentioned Collier County solicitation document: 1. Page 8, g, ii, 1: Change "resurface" to "reconditioned;" and "replace lines as needed." 2. Page 12: Tab III, Experience, Capacity and Specialized Expertise of Firm (10 points) should be labeled as Tab /V 3. Page 13: Tab IV References — See Attachment 9 Reference Questionnaire (10 points) should be labeled as Tab V 4. Page 14: Tab V, Community Outreach (10 points) should be labeled as Tab VI 5. Page 15: Tab VI, Acceptance of Conditions should be labeled as Tab Vll 6. Page 15: Tab VII, Required Form Submittals should be labeled as Tab Vlll Additional clarifications from the Pre - solicitation meeting on 12/25/11: 1. See attached Attendance Sheets. 2. The awarded vendor is responsible for the cost of the replacement of tennis court light bulbs. 3. The awarded vendor will not be provided with any asset equipment owned by the County. 4. The County is responsible for the fence around the tennis court unless the vendor proposes an alternative, and it is accepted as a part of the contract. 5. Pelican Bay membership data (See Attachment A) If you require additional information please post a question on the Online Bidding site or contact me at the information noted above. C: Annie Alvarez Shari Ferguson mittal for the above referenced solicitation. Date 2007 Adult Couple Total Jan 3 8 11 Feb 2 2 4 Mar 5 0 5 Apr 1 0 1 May 3 1 4 Jun 3 0 3 Jul 2 0 2 Aug 0 0 0 Sep 4 0 4 Oct 10 3 13 Nov 8 2 10 Dec 9 2 11 Total 50 18 68 2009 Adult Couple Total Jan 13 0 13 Feb 6 0 6 Mar 5 1 6 Apr 3 1 4 May 1 1 2 Jun 4 1 5 Jul 0 0 0 Aug 0 0 0 Sep 0 0 0 Oct 6 1 7 Nov 5 2 7 Dec 5 2 7 Total 48 9 57 2011 Adult Couple Total Jan 8 3 11 Feb 2 2 4 Mar 4 0 4 Apr 0 0 0 May 0 0 0 Jun 4 0 4 Jul 0 0 0 Aug 2 2 4 Sep 0 1 1 Oct Nov Dec Total 20 8 28 Attachment A Pelican Bay Membership Data 2008 Adult Couple Total Jan 7 2 9 Feb 5 2 7 Mar 7 0 7 Apr 5 1 6 May 1 1 2 Jun 1 0 1 Jul 2 0 0 Aug 1 0 1 Sep 0 1 1 Oct 9 1 10 Nov 4 0 4 Dec 15 3 18 Total 57 11 66 2010 Adult Couple Total Jan 7 3 10 Feb 6 1 7 Mar 4 1 5 Apr 4 0 4 May 0 1 1 Jun 5 1 6 Jul 1 0 0 Aug 2 0 2 Sep 1 0 1 Oct 5 1 6 Nov 7 1 8 Dec 9 2 11 Total 51 11 61 I if i'"A I i tip � county Non Mandatory Pre - Proposal Meeting Adn*vskaheServnmDMsiort Vendor Sign -in PurchasVQ Date: 10125111; 9AM Solicitation: 11 -5785 Management of Pelican Bay Community Park Tennis Center /+ �/ PLEASE PRINT Name: i�� Kem"6 -r2 Name: Jv �IAJJf J SRU IT61 em Company: (Y k'r I Address: 2 $ 3S '` 80(ZO J LSLVD C City: State: (r Zip: 3 j 0 Telephone: .51 - (e 3 l FAX: Company: J VS 1 GIN J 9 Address: 905 1✓crrA City: State: Zip: Telephone: -7 7 7 - 0 8s8 FAX: Email (9 K &m wt &Z 17" IJ 15 (F) _ 401 -e, AI Email: i 5e- u1' b t'T r(ai rr*�i ( • Cv-,- Name: V\ 1 t k(-L. Name: Ctq 5'WEr, t— Company: �1k ) 1 Company: _ q 5-6 � Address 1 � `6' �! 17r ^I i �.�e_ Address: W 30 S #r.) MqqtrA1D _ "� n� City: State: Zip: Telephone: FAX: Email: l,� Ln)dj fZ G -W\11,1 C -W% City: State: F%L Zip: 3 Telephone: 7i7 /' 7Llb- iZZO FAX: yy ll Email: 95-00 e�mATc t /A��o. cam G /Acq u istions/TechF ones a nd Letters/MandatoryPre- Proposa ISig ninS heet Revised: 4 /15/2010 11G- coter C,pyyy Non Mandatory Pre - Proposal Meeting AdmnstaheServicesOmsia, Vendor Sign -in Purchasing Date: 10125111; 9AM Solicitation: 11 -5785 Management of Pelican Bay Community Park Tennis Center PLEASE PRINT(2 p Name: Td_$tff. ei�..� Name: uit� C Company: Address: 20 ?1 City: lUkA l.' State: Zip: Slap Telephone: Company: Address: (3\b\ E ``) City: State: �� 2 (i� Zip Telephone: FAX: FAX: (� I / Email: 1(�Y IMn� ifr /l�.q,H1L�(, ca.+, Email: t��.� Name: Company: Address: City: State: Telephone: FAX: Name: Company: Address: City: Zip: State: Telephone: FAX: Email: _ Email: Zip: G /Acq u istions/TechFo rmsand Letters/Ma ndatoryPre- ProposalSigninSh eat Revised: 411512010 CAPer CknoltY Adnrrr�frabue Services Div4sion PurcheshV Attendance Sheet Non Mandatory Pre - Proposal Meeting Collier County Department Sign -in Date: 10125111; 9AM Solicitation: 11 -5785 Management of Pelican Bay Community Park Tennis Center Dame Department 10 e27- aiJI A v A z u fZaJ4 A 5 z- tiJ G 1", ICs R ki rJ b G/ Acquistions( TechForrnsandLetterS /MandatoryPre- PRevsed14/1 512D10