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Agenda 10/23/2018 Item #16A 210/23/2018 EXECUTIVE SUMMARY Recommendation to award Bid #18-7413 Legal Counsel for the Code Enforcement and Nuisance Abatement Board to Scheck Legal. OBJECTIVE: To obtain Legal Services for the Code Enforcement and Nuisance Abatement Board that enhances the County’s capabilities to provide effective public services. CONSIDERATIONS: The Collier County Code Enforcement Division contracts with licensed practicing attorneys/firms to obtain competent and cost-effective legal counsel for the Code Enforcement and Nuisance Abatement Board. On June 25, 2018, the Procurement Services Division released notices of Invitation to Bid No. 18 -7413 and sent 6,769 notifications to various providers. Thirty (30) vendors vi ewed the bid package and the County received three (3) bids by the July 25, 2018 due date. MCWDCC Auto Sales & Services Corporation d/b/a MC & M Constructions Corporation was found to be non-responsible and not non- qualified as required in the solicitation. Company Name Bid Amount Schneck Legal 975.00 Patrick Neale Associates 1450.00 MCWDCC Auto Sales Services Corporation 2490.00 Procurement staff determined the lowest responsive and responsible bidder to be Schneck Legal. Attached is the County’s standard professional services agreement memorializing the terms of this award. The award term is for three (3) years with two (2) one-year renewal options. FISCAL IMPACT: Funds for this contract are budgeted in the Unincorporated Area General Fund (111) within Code Enforcement Operations. Total expenditures under this contract are estimated at $11,700 annually. GROWTH MANAGEMENT IMPACT: There are no Growth Management Impacts associated with this action. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board approval. -SRT RECOMMENDATION: To award Bid #18-7413 Legal Counsel for Code Enforcement and Nuisance Abatement Board to Schneck Legal and authorize the Chairman to execute the attached Agreement. PREPARED BY: Marlene Serrano, Operations Manager, Code Enforcement Division ATTACHMENT(S) 1. 18-7413 Schneck Legal_Contract_VendSign (PDF) 2. 18-7413 Solicitation (PDF) 3. 18-7413 Bid Tabulation (PDF) 4. 18-7413 Schneck Proposal (PDF) 16.A.2 Packet Pg. 439 10/23/2018 5. 18-7413 NORA (PDF) 6. 18-7413 Schneck_InsuranceRenewal (PDF) 7. 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (PDF) 16.A.2 Packet Pg. 440 10/23/2018 COLLIER COUNTY Board of County Commissioners Item Number: 16.A.2 Doc ID: 6448 Item Summary: Recommendation to award Bid #18-7413 Legal Counsel for the Code Enforcement and Nuisance Abatement Board to Scheck Legal. Meeting Date: 10/23/2018 Prepared by: Title: Administrative Assistant – Code Enforcement Name: Nancy CardinaleLower 08/17/2018 3:40 PM Submitted by: Title: Division Director - Code Enforcement – Code Enforcement Name: Michael Ossorio 08/17/2018 3:40 PM Approved By: Review: Procurement Services Opal Vann Level 1 Purchasing Gatekeeper Completed 09/10/2018 8:10 AM Growth Management Department Judy Puig Level 1 Reviewer Completed 09/10/2018 1:59 PM Code Enforcement Michael Ossorio Additional Reviewer Completed 09/11/2018 2:44 PM Code Enforcement Marlene Serrano Additional Reviewer Completed 09/11/2018 2:45 PM Procurement Services Swainson Hall Additional Reviewer Completed 09/24/2018 3:02 PM Procurement Services Evelyn Colon Additional Reviewer Completed 09/25/2018 8:15 AM Procurement Services Sandra Herrera Additional Reviewer Completed 09/25/2018 8:30 AM Procurement Services Ted Coyman Additional Reviewer Completed 09/25/2018 9:32 AM Growth Management Department Jeanne Marcella Department Head Review Completed 09/25/2018 2:52 PM Growth Management Department James C French Deputy Department Head Review Completed 09/25/2018 5:16 PM County Attorney's Office Scott Teach Level 2 Attorney Review Completed 09/28/2018 3:41 PM Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 09/28/2018 4:26 PM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 09/28/2018 4:48 PM County Attorney's Office Emily Pepin CAO Preview Completed 10/02/2018 11:30 AM Budget and Management Office Mark Isackson Additional Reviewer Completed 10/08/2018 10:20 AM County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 10/14/2018 4:30 PM Board of County Commissioners MaryJo Brock Meeting Pending 10/23/2018 9:00 AM 16.A.2 Packet Pg. 441 16.A.2.aPacket Pg. 442Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.aPacket Pg. 443Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.aPacket Pg. 444Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.aPacket Pg. 445Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.aPacket Pg. 446Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.aPacket Pg. 447Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.aPacket Pg. 448Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.aPacket Pg. 449Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.aPacket Pg. 450Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.aPacket Pg. 451Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.aPacket Pg. 452Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.aPacket Pg. 453Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) JEFF ATWATER CHIEF FINANCIAL OFFICER STATE OF FLORIDA DEPARTMENT OF FINANCIAL SERVICES DIVISION OF WORKERS' COMPENSATION * * CERTIFICATE OF ELECTION TO BE EXEMPT FROM FLORIDA WORKERS' COMPENSATION LAW * * This certifies that the individual listed below has elected to be exempt from Florida Workers' Compensation law. EFFECTIVE DATE:EXPIRATION DATE: PERSON: FEIN: BUSINESS NAME AND ADDRESS: NON-CONSTRUCTION INDUSTRY EXEMPTION 1/13/2017 1/13/2019 SCHNECK JED R 472614568 SCOPES OF BUSINESS OR TRADE: SCHNECK LEGAL, P.A. 5030 CHAMPION BLVD., G11-108 BOCA RATON FL 33496 SCHNECK LEGAL ATTORNEY-ALL EMPLOYEES & CLERI Pursuant to Chapter 440.05(14), F.S., an officer of a corporation who elects exemption from this chapter by filing a certificate of election under this section may not recover benefits or compensation under this chapter. Pursuant to Chapter 440.05(12), F.S., Certificates of election to be exempt... apply only within the scope of the business or trade listed on the notice of election to be exempt. Pursuant to Chapter 440.05(13), F.S., Notices of election to be exempt and certificates of election to be exempt shall be subject to revocation if, at any time after the filing of the notice or the issuance of the certificate, the person named on the notice or certificate no longer meets the requirements of this section for issuance of a certificate. The department shall revoke a DFS-F2-DWC-252 CERTIFICATE OF ELECTION TO BE EXEMPT REVISED 08-13 QUESTIONS? (850)413-1609 16.A.2.a Packet Pg. 454 Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.aPacket Pg. 455Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) CERTIFICATE.OF.LIABILITY.INSURANCE NSE DATE (MM/DD/YYYY) P1DC 8/21/2018 THIS CERTIFICATEIS 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 have ADDITIONAL INSURED provisions or 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 CONTACT NAME: USAA INSURANCE AGENCY INC/PHS PHONE (A/C, No, Ext):(888) 242-1430 FAX (A/C, No):(888) 443-6112 812845 P:(888) 242-1430 F:(888) 443-6112 E-MAIL ADDRESS: PO BOX 33015 INSURER(S) AFFORDING COVERAGE NAIC# SAN ANTONIO TX 78265 INSURER A :Twin City Fire Ins Co 29459 INSURED INSURER B : INSURER C : SCHNECK LEGAL, PA DBA SCHNECK LEGAL INSURER D : 9160 FORUM CORPORATE PKWY STE 350 INSURER E : FORT MYERS FL 33905 INSURER F : 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 INSR SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DD/YYYY) LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $1,000,000 CLAIMS-MADE X OCCUR 65 SBM IO1781 DAMAGE TO RENTED PREMISES (Ea occurrence)$1,000,000 A X General Liab X 02/08/2018 02/08/2019 MED EXP (Any one person)$10,000 PERSONAL & ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $2,000,000 POLICY PRO- JECT X LOC PRODUCTS - COMP/OP AGG $2,000,000 OTHER:$ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident)$ ANY AUTO BODILY INJURY (Per person)$ OWNED AUTOS ONLY SCHEDULED AUTOS BODILY INJURY (Per accident)$ HIRED AUTOS ONLY NON-OWNED AUTOS ONLY PROPERTY DAMAGE (Per accident)$ $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION $$ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY N/ A PER STATUTE OTH- ER ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) Y/N E.L. EACH ACCIDENT $ E.L. DISEASE- EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Those usual to the Insured's Operations. Notice of cancellation will be provided in accordance with Form SS1223 attached to this policy. Certificate Holder is an Additional Insured per the Business Liability Coverage Form SS0008 attached to this policy. RE: For any and all work performed on behalf of Collier County. CERTIFICATE HOLDER CANCELLATION Collier County SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Board of County Commissioners 3295 TAMIAMI TRL E NAPLES, FL 34112 AUTHORIZED REPRESENTATIVE © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03)The ACORD name and logo are registered marks of ACORD 16.A.2.a Packet Pg. 456 Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) CERTIFICATE.OF.LIABILITY.INSURANCE NSE DATE (MM/DD/YYYY) P1DC 8/21/2018 THIS CERTIFICATEIS 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 have ADDITIONAL INSURED provisions or 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 CONTACT NAME: USAA INSURANCE AGENCY INC/PHS PHONE (A/C, No, Ext):(888) 242-1430 FAX (A/C, No):(888) 443-6112 812845 P:(888) 242-1430 F:(888) 443-6112 E-MAIL ADDRESS: PO BOX 33015 INSURER(S) AFFORDING COVERAGE NAIC# SAN ANTONIO TX 78265 INSURER A :Twin City Fire Ins Co 29459 INSURED INSURER B : INSURER C : SCHNECK LEGAL, PA DBA SCHNECK LEGAL INSURER D : 9160 FORUM CORPORATE PKWY STE 350 INSURER E : FORT MYERS FL 33905 INSURER F : 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 INSR SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DD/YYYY) LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $1,000,000 CLAIMS-MADE X OCCUR 65 SBM IO1781 DAMAGE TO RENTED PREMISES (Ea occurrence)$1,000,000 A X General Liab X 02/08/2018 02/08/2019 MED EXP (Any one person)$10,000 PERSONAL & ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $2,000,000 POLICY PRO- JECT X LOC PRODUCTS - COMP/OP AGG $2,000,000 OTHER:$ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident)$ ANY AUTO BODILY INJURY (Per person)$ OWNED AUTOS ONLY SCHEDULED AUTOS BODILY INJURY (Per accident)$ HIRED AUTOS ONLY NON-OWNED AUTOS ONLY PROPERTY DAMAGE (Per accident)$ $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION $$ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY N/ A PER STATUTE OTH- ER ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) Y/N E.L. EACH ACCIDENT $ E.L. DISEASE- EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Those usual to the Insured's Operations. Notice of cancellation will be provided in accordance with Form SS1223 attached to this policy. Certificate Holder is an Additional Insured per the Business Liability Coverage Form SS0008 attached to this policy. RE: For any and all work performed on behalf of Collier County. CERTIFICATE HOLDER CANCELLATION Collier County SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Board of County Commissioners 3295 TAMIAMI TRL E NAPLES, FL 34112 AUTHORIZED REPRESENTATIVE © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03)The ACORD name and logo are registered marks of ACORD 16.A.2.a Packet Pg. 457 Attachment: 18-7413 Schneck Legal_Contract_VendSign (6448 : Legal Counsel for the CE and Nuisance Abatement Board) COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS INVITATION TO BID (ITB) FOR 18-7413 Legal Counsel for the Code Enforcement and Nuisance Abatement Board SOLICITATION NO.: 18-7413 EVELYN COLON, PROCUREMENT STRATEGIST PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FLORIDA 34112 TELEPHONE: (239) 252-2667 evelyn.colon@colliercountyfl.gov (Email) This solicitation document is prepared in a Microsoft Word format. Any alterations to this document made by the Consultant may be grounds for rejection of proposal, cancellation of any subsequent award, or any other legal remedies available to the Collier County Government. 16.A.2.b Packet Pg. 458 Attachment: 18-7413 Solicitation (6448 : Legal Counsel for the CE and Nuisance Abatement Board) SOLICITATION PUBLIC NOTICE INVITATION TO BID (ITB) NUMBER: 18-7413 PROJECT TITLE: Legal Counsel for the Code Enforcement and Nuisance Abatement Board LOCATION: PROCUREMENT SERVICES DIVISION, CONFERENCE ROOM A, 3295 TAMIAMI TRAIL EAST, BLDG C-2, NAPLES, FLORIDA 34112 PLACE OF BID OPENING: PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FL 34112 All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System: https://www.bidsync.com/bidsync-cas/ INTRODUCTION As requested by the Code Enforcement Division (hereinafter, the “Division”), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, “County”) has issued this Invitation to Bid (hereinafter, “ITB”) with the intent of obtaining bid submittals from interested and qualified vendors in accordance with the terms, conditions and specifications stated or attached. The vendor, at a minimum, must achieve the requirements of the Specificat ions or Scope of Work stated. The results of this solicitation may be used by other County departments once awarded according to the Board of County Commissioners Procurement Ordinance. BACKGROUND Collier County is seeking proposals from qualified firms interested in providing legal counsel for the Code Enforcement and N uisance Abatement Board. TERM OF CONTRACT The contract term, if an award(s) is/are made is intended to be for three (3) years with two (2) one (1) year renewal option. Prices shall remain firm for the initial term of this contract. Surcharges will not be accepted in conjunction with this contract, and such charges should be incorporated into the pricing s tructure. All goods are FOB destination and must be suitably packed and prepared to secure the lowest transportation rates and to comply with all carrier regulations. Risk of loss of any goods sold hereunder shall transfer to the COUNTY at the time and place of delivery; provided that risk of loss prior to actual receipt of the goods by the COUNTY nonetheless remain with VENDOR. AWARD CRITERIA ITB award criteria are as follows: ➢ The County’s Procurement Services Division reserves the right to clarify a vendor’s submittal prior to the award of the solicitation. ➢ It is the intent of Collier County to award to the lowest, responsive and responsible vendor(s) that represents the best value to the County. ➢ For the purposes of determining the winning bidder, the County will select the vendor with the lowest price as outlined below: • Annual Cost ➢ Collier County reserves the right to select one, or more than one suppliers, award on a line item basis, establish a pool for quoting, or other options that represents the best value to the County; however, it is the intent to: • Single Awardee. ➢ The County reserves the right to issue a formal contract or standard County Purchase Order for the award of this solicitation . 16.A.2.b Packet Pg. 459 Attachment: 18-7413 Solicitation (6448 : Legal Counsel for the CE and Nuisance Abatement Board) DETAILED SCOPE OF WORK The County desires to enter into contract with licensed practicing attorneys/firms for the provision of legal counsel for the Code Enforcement and Nuisance Abatement Board. The intent of the County is to obtain competent legal representation in a cost -effective manner. Admission to practice law in the State of Florida by the Florida Supreme Court/Florida Bar Association Membership is mandatory for the proposer including all attorneys working under this contract. Anyone not qualified shall be rejected as no n-qualified. Proposers shall submit an offer for the services listed, including the submission of a proposed firm, fixed, flat annual fee. No proposed annual fee in excess of eighteen thousand dollars ($18,000) shall be considered. The annual fee shall be paid by the County in twelve (12) equal monthly installments. Services shall include but not be limited to the following: Required Services: 1. Represent the Code Enforcement and Nuisance Abatement Board at hearings including: a. Review of case files; and b. Preparation of Board orders (including but not limited to, judgment directed to respondent, served by certified mail), contac t with County Attorney’s Office, Code Enforcement and Nuisance Abatement Board members as well as County staff, regarding administrative and/or procedural matters associated with the Board. 2. Attend hearings for regularly scheduled monthly Code Enforcement Board meetings as well as Nuisance Abatement Board meetings, which are scheduled on an as-needed basis. Estimated number of cases is twenty to twenty five (20-25) monthly. 3. Prepare necessary documents in advance of meetings. 4. Prepare orders and obtain signatures (Chairman, etc.) and distribute orders issued by Board (within ten (10) days of action). 5. Review and prepare ordinances, amendments, Board rules and regulations, fine reductions, liens and other matters. 6. Advise Board on legal issues which arise during hearings. Minimum Qualifications: Proposers must have familiarity with and knowledge of ordinances for the Code Enforcement and Nuisance Abatement Board, as well as Chapters 119 and 162 F.S. and County ordinances. Experience with quasi -judicial boards or proceedings, other governmental entities and/or other administrative proceedings are req uired. The selected attorney/firm shall not have a conflict in representation. Should such a conflict occur, the attorney shall adv ise the County and the Board of any conflict in representation. In this regard, no attorney/firm may ever represent a pers on or entity in a matter before the Board if that attorney/firm is also counsel for the Board in question. Likewise, a Board attorney/firm may not represent the interests of an individual Board member during the period the attorney/firm serves as counsel to the Board. Other potential conflict situations shall be resolved on a case-by-case basis. In instances where the attorney/firm must recuse himself/itself, the attorney/firm will not be paid for that month. If a meeting is canceled due to lack of quor um or other reason outside the control of the attorney/firm (other than a conflict of interest), then the attorney/firm shall still receive its monthly payment. 16.A.2.b Packet Pg. 460 Attachment: 18-7413 Solicitation (6448 : Legal Counsel for the CE and Nuisance Abatement Board) PM:Marlene Serrano Procurement: Evelyn Colon Witness: Swain Hall Opened: Viviana Giarimoustas Bid Tabulation #18-7413 Legal Counsel for the Code Enforcement and Nuisance Abatement Board Notifications:6,769 Downloaded:30 Submissions:3 Required Services: Schneck Legal Patrick Neale Associates Monthly Coverage Rate Annual Cost for Coverage Monthly Coverage Rate Annual Cost for Coverage Monthly Coverage Rate Annual Cost for Coverage $975.00 $11,700.00 $1,450.00 $17,400.00 $2,490.00 $29,880.00 Form 1: Vendor's Non-Response Statement YES YES YES Form 2: Vendor Check List YES YES YES Form 3: Conflict of Interest Affidavit YES YES YES Form 4: Vendor Declarations Statement YES YES YES Form 5: Immigration Affidavit Certifications YES YES YES Signed, E-verify not included Form 6: Vendor Substitute W-9 YES YES YES Form 7: Vendor's Insurance Statement YES YES YES PLEASE FILL IN THE MONTHLY COVERAGE RATE Services shall include but not be limited to the following: 1. Represent the Code Enforcement and Nuisance Abatement Board at hearings including: a. Review of case files; and b. Preparation of Board orders (including but not limited to, judgment directed to respondent, served by certified mail), contact with County Attorney’s Office, Code Enforcement and Nuisance Abatement Board members as well as County staff, regarding administrative and/or procedural matters associated with the Board. 2. Attend hearings for regularly scheduled monthly Code Enforcement Board meetings as well as Nuisance Abatement Board meetings, which are scheduled on an as-needed basis. Estimated number of cases is twenty to twenty five (20-25) monthly. 3. Prepare necessary documents in advance of meetings. 4. Prepare orders and obtain signatures (Chairman, etc.) and distribute orders issued by Board (within ten (10) days of action). 5. Review and prepare ordinances, amendments, Board rules and regulations, fine reductions, liens and other matters. 6. Advise Board on legal issues which arise during hearings. 18-7413 Legal Counsel for the Code Enforcement and Nuisance Abatement Board Proposers shall submit an offer for the services listed, including the submission of a proposed firm, fixed, flat annual fee. No proposed annual fee in excess of eighteen thousand dollars ($18,000) shall be considered. The annual fee shall be paid by the County in twelve (12) equal monthly installments. MCWDCC Auto Sales Services Corp dba M.C & M Constructions Corp (Non-Responsive) 1 of 1 16.A.2.c Packet Pg. 461 Attachment: 18-7413 Bid Tabulation (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 462Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 463Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 464Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 465Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 466Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 467Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 468Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 469Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 470Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 471Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 472Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 473Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 474Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 475Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 476Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) Fort Myers Boca Raton www.schnecklegal.com January 27, 2017 Adam Northrup, Procurement Strategist Collier County Procurement Services 3327 Tamiami Trail East Naples, FL 34112 Re: E-verify & Workers’ Compensation Exemptions Dear Mr. Northrup: Following up on our conversation this afternoon, this letter shall serve as confirmation that I am the sole shareholder of my firm and that I have no employees other than myself. Thus, I and my firm are exempt from the requirements of registering for E-verify. Additionally, I will submit the completed Workers’ Compensation Waiver Application and my certificate of election to be exempt from Florida Workers' Compensation law early next week. Should you require any additional information, please do not hesitate to contact me. Sincerely, Jed R. Schneck, Esq. Schneck Legal 9160 Forum Corporate Pkwy., Suite 350 Fort Myers, FL 33905 jschneck@schnecklegal.com www.schnecklegal.com 239.789.4761 SAttorney | Counselor 16.A.2.d Packet Pg. 477 Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) Form W-9 (Rev. November 2017) Department of the Treasury Internal Revenue Service Request for Taxpayer Identification Number and Certification a Go to www.irs.gov/FormW9 for instructions and the latest information. Give Form to the requester. Do not send to the IRS.Print or type. See Specific Instructions on page 3.1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. 2 Business name/disregarded entity name, if different from above 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the following seven boxes. Individual/sole proprietor or single-member LLC C Corporation S Corporation Partnership Trust/estate Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) a Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-member LLC that is disregarded from the owner should check the appropriate box for the tax classification of its owner. Other (see instructions) a 4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3): Exempt payee code (if any) Exemption from FATCA reporting code (if any) (Applies to accounts maintained outside the U.S.) 5 Address (number, street, and apt. or suite no.) See instructions. 6 City, state, and ZIP code Requester’s name and address (optional) 7 List account number(s) here (optional) Part I Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later. Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Number To Give the Requester for guidelines on whose number to enter. Social security number –– or Employer identification number – Part II Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. I am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later. Sign Here Signature of U.S. person a Date a General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. • Form 1099-INT (interest earned or paid) • Form 1099-DIV (dividends, including those from stocks or mutual funds) • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) • Form 1099-B (stock or mutual fund sales and certain other transactions by brokers) • Form 1099-S (proceeds from real estate transactions) • Form 1099-K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition) • Form 1099-C (canceled debt) • Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. Cat. No. 10231X Form W-9 (Rev. 11-2017) 16.A.2.d Packet Pg. 478 Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) Form W-9 (Rev. 11-2017)Page 2 By signing the filled-out form, you: 1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued), 2. Certify that you are not subject to backup withholding, or 3. Claim exemption from backup withholding if you are a U.S. exempt payee. If applicable, you are also certifying that as a U.S. person, your allocable share of any partnership income from a U.S. trade or business is not subject to the withholding tax on foreign partners' share of effectively connected income, and 4. Certify that FATCA code(s) entered on this form (if any) indicating that you are exempt from the FATCA reporting, is correct. See What is FATCA reporting, later, for further information. Note: If you are a U.S. person and a requester gives you a form other than Form W-9 to request your TIN, you must use the requester’s form if it is substantially similar to this Form W-9. Definition of a U.S. person. For federal tax purposes, you are considered a U.S. person if you are: • An individual who is a U.S. citizen or U.S. resident alien; • A partnership, corporation, company, or association created or organized in the United States or under the laws of the United States; • An estate (other than a foreign estate); or • A domestic trust (as defined in Regulations section 301.7701-7). Special rules for partnerships. Partnerships that conduct a trade or business in the United States are generally required to pay a withholding tax under section 1446 on any foreign partners’ share of effectively connected taxable income from such business. Further, in certain cases where a Form W-9 has not been received, the rules under section 1446 require a partnership to presume that a partner is a foreign person, and pay the section 1446 withholding tax. Therefore, if you are a U.S. person that is a partner in a partnership conducting a trade or business in the United States, provide Form W-9 to the partnership to establish your U.S. status and avoid section 1446 withholding on your share of partnership income. In the cases below, the following person must give Form W-9 to the partnership for purposes of establishing its U.S. status and avoiding withholding on its allocable share of net income from the partnership conducting a trade or business in the United States. • In the case of a disregarded entity with a U.S. owner, the U.S. owner of the disregarded entity and not the entity; • In the case of a grantor trust with a U.S. grantor or other U.S. owner, generally, the U.S. grantor or other U.S. owner of the grantor trust and not the trust; and • In the case of a U.S. trust (other than a grantor trust), the U.S. trust (other than a grantor trust) and not the beneficiaries of the trust. Foreign person. If you are a foreign person or the U.S. branch of a foreign bank that has elected to be treated as a U.S. person, do not use Form W-9. Instead, use the appropriate Form W-8 or Form 8233 (see Pub. 515, Withholding of Tax on Nonresident Aliens and Foreign Entities). Nonresident alien who becomes a resident alien. Generally, only a nonresident alien individual may use the terms of a tax treaty to reduce or eliminate U.S. tax on certain types of income. However, most tax treaties contain a provision known as a “saving clause.” Exceptions specified in the saving clause may permit an exemption from tax to continue for certain types of income even after the payee has otherwise become a U.S. resident alien for tax purposes. If you are a U.S. resident alien who is relying on an exception contained in the saving clause of a tax treaty to claim an exemption from U.S. tax on certain types of income, you must attach a statement to Form W-9 that specifies the following five items. 1. The treaty country. Generally, this must be the same treaty under which you claimed exemption from tax as a nonresident alien. 2. The treaty article addressing the income. 3. The article number (or location) in the tax treaty that contains the saving clause and its exceptions. 4. The type and amount of income that qualifies for the exemption from tax. 5. Sufficient facts to justify the exemption from tax under the terms of the treaty article. Example. Article 20 of the U.S.-China income tax treaty allows an exemption from tax for scholarship income received by a Chinese student temporarily present in the United States. Under U.S. law, this student will become a resident alien for tax purposes if his or her stay in the United States exceeds 5 calendar years. However, paragraph 2 of the first Protocol to the U.S.-China treaty (dated April 30, 1984) allows the provisions of Article 20 to continue to apply even after the Chinese student becomes a resident alien of the United States. A Chinese student who qualifies for this exception (under paragraph 2 of the first protocol) and is relying on this exception to claim an exemption from tax on his or her scholarship or fellowship income would attach to Form W-9 a statement that includes the information described above to support that exemption. If you are a nonresident alien or a foreign entity, give the requester the appropriate completed Form W-8 or Form 8233. Backup Withholding What is backup withholding? Persons making certain payments to you must under certain conditions withhold and pay to the IRS 28% of such payments. This is called “backup withholding.” Payments that may be subject to backup withholding include interest, tax-exempt interest, dividends, broker and barter exchange transactions, rents, royalties, nonemployee pay, payments made in settlement of payment card and third party network transactions, and certain payments from fishing boat operators. Real estate transactions are not subject to backup withholding. You will not be subject to backup withholding on payments you receive if you give the requester your correct TIN, make the proper certifications, and report all your taxable interest and dividends on your tax return. Payments you receive will be subject to backup withholding if: 1. You do not furnish your TIN to the requester, 2. You do not certify your TIN when required (see the instructions for Part II for details), 3. The IRS tells the requester that you furnished an incorrect TIN, 4. The IRS tells you that you are subject to backup withholding because you did not report all your interest and dividends on your tax return (for reportable interest and dividends only), or 5. You do not certify to the requester that you are not subject to backup withholding under 4 above (for reportable interest and dividend accounts opened after 1983 only). Certain payees and payments are exempt from backup withholding. See Exempt payee code, later, and the separate Instructions for the Requester of Form W-9 for more information. Also see Special rules for partnerships, earlier. What is FATCA Reporting? The Foreign Account Tax Compliance Act (FATCA) requires a participating foreign financial institution to report all United States account holders that are specified United States persons. Certain payees are exempt from FATCA reporting. See Exemption from FATCA reporting code, later, and the Instructions for the Requester of Form W-9 for more information. Updating Your Information You must provide updated information to any person to whom you claimed to be an exempt payee if you are no longer an exempt payee and anticipate receiving reportable payments in the future from this person. For example, you may need to provide updated information if you are a C corporation that elects to be an S corporation, or if you no longer are tax exempt. In addition, you must furnish a new Form W-9 if the name or TIN changes for the account; for example, if the grantor of a grantor trust dies. Penalties Failure to furnish TIN. If you fail to furnish your correct TIN to a requester, you are subject to a penalty of $50 for each such failure unless your failure is due to reasonable cause and not to willful neglect. Civil penalty for false information with respect to withholding. If you make a false statement with no reasonable basis that results in no backup withholding, you are subject to a $500 penalty. 16.A.2.d Packet Pg. 479 Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) Form W-9 (Rev. 11-2017)Page 3 Criminal penalty for falsifying information. Willfully falsifying certifications or affirmations may subject you to criminal penalties including fines and/or imprisonment. Misuse of TINs. If the requester discloses or uses TINs in violation of federal law, the requester may be subject to civil and criminal penalties. Specific Instructions Line 1 You must enter one of the following on this line; do not leave this line blank. The name should match the name on your tax return. If this Form W-9 is for a joint account (other than an account maintained by a foreign financial institution (FFI)), list first, and then circle, the name of the person or entity whose number you entered in Part I of Form W-9. If you are providing Form W-9 to an FFI to document a joint account, each holder of the account that is a U.S. person must provide a Form W-9. a. Individual. Generally, enter the name shown on your tax return. If you have changed your last name without informing the Social Security Administration (SSA) of the name change, enter your first name, the last name as shown on your social security card, and your new last name. Note: ITIN applicant: Enter your individual name as it was entered on your Form W-7 application, line 1a. This should also be the same as the name you entered on the Form 1040/1040A/1040EZ you filed with your application. b. Sole proprietor or single-member LLC. Enter your individual name as shown on your 1040/1040A/1040EZ on line 1. You may enter your business, trade, or “doing business as” (DBA) name on line 2. c. Partnership, LLC that is not a single-member LLC, C corporation, or S corporation. Enter the entity's name as shown on the entity's tax return on line 1 and any business, trade, or DBA name on line 2. d. Other entities. Enter your name as shown on required U.S. federal tax documents on line 1. This name should match the name shown on the charter or other legal document creating the entity. You may enter any business, trade, or DBA name on line 2. e. Disregarded entity. For U.S. federal tax purposes, an entity that is disregarded as an entity separate from its owner is treated as a “disregarded entity.” See Regulations section 301.7701-2(c)(2)(iii). Enter the owner's name on line 1. The name of the entity entered on line 1 should never be a disregarded entity. The name on line 1 should be the name shown on the income tax return on which the income should be reported. For example, if a foreign LLC that is treated as a disregarded entity for U.S. federal tax purposes has a single owner that is a U.S. person, the U.S. owner's name is required to be provided on line 1. If the direct owner of the entity is also a disregarded entity, enter the first owner that is not disregarded for federal tax purposes. Enter the disregarded entity's name on line 2, “Business name/disregarded entity name.” If the owner of the disregarded entity is a foreign person, the owner must complete an appropriate Form W-8 instead of a Form W-9. This is the case even if the foreign person has a U.S. TIN. Line 2 If you have a business name, trade name, DBA name, or disregarded entity name, you may enter it on line 2. Line 3 Check the appropriate box on line 3 for the U.S. federal tax classification of the person whose name is entered on line 1. Check only one box on line 3. IF the entity/person on line 1 is a(n) . . . THEN check the box for . . . • Corporation Corporation • Individual • Sole proprietorship, or • Single-member limited liability company (LLC) owned by an individual and disregarded for U.S. federal tax purposes. Individual/sole proprietor or single- member LLC • LLC treated as a partnership for U.S. federal tax purposes, • LLC that has filed Form 8832 or 2553 to be taxed as a corporation, or • LLC that is disregarded as an entity separate from its owner but the owner is another LLC that is not disregarded for U.S. federal tax purposes. Limited liability company and enter the appropriate tax classification. (P= Partnership; C= C corporation; or S= S corporation) • Partnership Partnership • Trust/estate Trust/estate Line 4, Exemptions If you are exempt from backup withholding and/or FATCA reporting, enter in the appropriate space on line 4 any code(s) that may apply to you. Exempt payee code. • Generally, individuals (including sole proprietors) are not exempt from backup withholding. • Except as provided below, corporations are exempt from backup withholding for certain payments, including interest and dividends. • Corporations are not exempt from backup withholding for payments made in settlement of payment card or third party network transactions. • Corporations are not exempt from backup withholding with respect to attorneys’ fees or gross proceeds paid to attorneys, and corporations that provide medical or health care services are not exempt with respect to payments reportable on Form 1099-MISC. The following codes identify payees that are exempt from backup withholding. Enter the appropriate code in the space in line 4. 1—An organization exempt from tax under section 501(a), any IRA, or a custodial account under section 403(b)(7) if the account satisfies the requirements of section 401(f)(2) 2—The United States or any of its agencies or instrumentalities 3—A state, the District of Columbia, a U.S. commonwealth or possession, or any of their political subdivisions or instrumentalities 4—A foreign government or any of its political subdivisions, agencies, or instrumentalities 5—A corporation 6—A dealer in securities or commodities required to register in the United States, the District of Columbia, or a U.S. commonwealth or possession 7—A futures commission merchant registered with the Commodity Futures Trading Commission 8—A real estate investment trust 9—An entity registered at all times during the tax year under the Investment Company Act of 1940 10—A common trust fund operated by a bank under section 584(a) 11—A financial institution 12—A middleman known in the investment community as a nominee or custodian 13—A trust exempt from tax under section 664 or described in section 4947 16.A.2.d Packet Pg. 480 Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) Form W-9 (Rev. 11-2017)Page 4 The following chart shows types of payments that may be exempt from backup withholding. The chart applies to the exempt payees listed above, 1 through 13. IF the payment is for . . .THEN the payment is exempt for . . . Interest and dividend payments All exempt payees except for 7 Broker transactions Exempt payees 1 through 4 and 6 through 11 and all C corporations. S corporations must not enter an exempt payee code because they are exempt only for sales of noncovered securities acquired prior to 2012. Barter exchange transactions and patronage dividends Exempt payees 1 through 4 Payments over $600 required to be reported and direct sales over $5,0001 Generally, exempt payees 1 through 52 Payments made in settlement of payment card or third party network transactions Exempt payees 1 through 4 1 See Form 1099-MISC, Miscellaneous Income, and its instructions. 2 However, the following payments made to a corporation and reportable on Form 1099-MISC are not exempt from backup withholding: medical and health care payments, attorneys’ fees, gross proceeds paid to an attorney reportable under section 6045(f), and payments for services paid by a federal executive agency. Exemption from FATCA reporting code. The following codes identify payees that are exempt from reporting under FATCA. These codes apply to persons submitting this form for accounts maintained outside of the United States by certain foreign financial institutions. Therefore, if you are only submitting this form for an account you hold in the United States, you may leave this field blank. Consult with the person requesting this form if you are uncertain if the financial institution is subject to these requirements. A requester may indicate that a code is not required by providing you with a Form W-9 with “Not Applicable” (or any similar indication) written or printed on the line for a FATCA exemption code. A—An organization exempt from tax under section 501(a) or any individual retirement plan as defined in section 7701(a)(37) B—The United States or any of its agencies or instrumentalities C—A state, the District of Columbia, a U.S. commonwealth or possession, or any of their political subdivisions or instrumentalities D—A corporation the stock of which is regularly traded on one or more established securities markets, as described in Regulations section 1.1472-1(c)(1)(i) E—A corporation that is a member of the same expanded affiliated group as a corporation described in Regulations section 1.1472-1(c)(1)(i) F—A dealer in securities, commodities, or derivative financial instruments (including notional principal contracts, futures, forwards, and options) that is registered as such under the laws of the United States or any state G—A real estate investment trust H—A regulated investment company as defined in section 851 or an entity registered at all times during the tax year under the Investment Company Act of 1940 I—A common trust fund as defined in section 584(a) J—A bank as defined in section 581 K—A broker L—A trust exempt from tax under section 664 or described in section 4947(a)(1) M—A tax exempt trust under a section 403(b) plan or section 457(g) plan Note: You may wish to consult with the financial institution requesting this form to determine whether the FATCA code and/or exempt payee code should be completed. Line 5 Enter your address (number, street, and apartment or suite number). This is where the requester of this Form W-9 will mail your information returns. If this address differs from the one the requester already has on file, write NEW at the top. If a new address is provided, there is still a chance the old address will be used until the payor changes your address in their records. Line 6 Enter your city, state, and ZIP code. Part I. Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. If you are a resident alien and you do not have and are not eligible to get an SSN, your TIN is your IRS individual taxpayer identification number (ITIN). Enter it in the social security number box. If you do not have an ITIN, see How to get a TIN below. If you are a sole proprietor and you have an EIN, you may enter either your SSN or EIN. If you are a single-member LLC that is disregarded as an entity separate from its owner, enter the owner’s SSN (or EIN, if the owner has one). Do not enter the disregarded entity’s EIN. If the LLC is classified as a corporation or partnership, enter the entity’s EIN. Note: See What Name and Number To Give the Requester, later, for further clarification of name and TIN combinations. How to get a TIN. If you do not have a TIN, apply for one immediately. To apply for an SSN, get Form SS-5, Application for a Social Security Card, from your local SSA office or get this form online at www.SSA.gov. You may also get this form by calling 1-800-772-1213. Use Form W-7, Application for IRS Individual Taxpayer Identification Number, to apply for an ITIN, or Form SS-4, Application for Employer Identification Number, to apply for an EIN. You can apply for an EIN online by accessing the IRS website at www.irs.gov/Businesses and clicking on Employer Identification Number (EIN) under Starting a Business. Go to www.irs.gov/Forms to view, download, or print Form W-7 and/or Form SS-4. Or, you can go to www.irs.gov/OrderForms to place an order and have Form W-7 and/or SS-4 mailed to you within 10 business days. If you are asked to complete Form W-9 but do not have a TIN, apply for a TIN and write “Applied For” in the space for the TIN, sign and date the form, and give it to the requester. For interest and dividend payments, and certain payments made with respect to readily tradable instruments, generally you will have 60 days to get a TIN and give it to the requester before you are subject to backup withholding on payments. The 60-day rule does not apply to other types of payments. You will be subject to backup withholding on all such payments until you provide your TIN to the requester. Note: Entering “Applied For” means that you have already applied for a TIN or that you intend to apply for one soon. Caution: A disregarded U.S. entity that has a foreign owner must use the appropriate Form W-8. Part II. Certification To establish to the withholding agent that you are a U.S. person, or resident alien, sign Form W-9. You may be requested to sign by the withholding agent even if item 1, 4, or 5 below indicates otherwise. For a joint account, only the person whose TIN is shown in Part I should sign (when required). In the case of a disregarded entity, the person identified on line 1 must sign. Exempt payees, see Exempt payee code, earlier. Signature requirements. Complete the certification as indicated in items 1 through 5 below. 16.A.2.d Packet Pg. 481 Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) Form W-9 (Rev. 11-2017)Page 5 1. Interest, dividend, and barter exchange accounts opened before 1984 and broker accounts considered active during 1983. You must give your correct TIN, but you do not have to sign the certification. 2. Interest, dividend, broker, and barter exchange accounts opened after 1983 and broker accounts considered inactive during 1983. You must sign the certification or backup withholding will apply. If you are subject to backup withholding and you are merely providing your correct TIN to the requester, you must cross out item 2 in the certification before signing the form. 3. Real estate transactions. You must sign the certification. You may cross out item 2 of the certification. 4. Other payments. You must give your correct TIN, but you do not have to sign the certification unless you have been notified that you have previously given an incorrect TIN. “Other payments” include payments made in the course of the requester’s trade or business for rents, royalties, goods (other than bills for merchandise), medical and health care services (including payments to corporations), payments to a nonemployee for services, payments made in settlement of payment card and third party network transactions, payments to certain fishing boat crew members and fishermen, and gross proceeds paid to attorneys (including payments to corporations). 5. Mortgage interest paid by you, acquisition or abandonment of secured property, cancellation of debt, qualified tuition program payments (under section 529), ABLE accounts (under section 529A), IRA, Coverdell ESA, Archer MSA or HSA contributions or distributions, and pension distributions. You must give your correct TIN, but you do not have to sign the certification. What Name and Number To Give the Requester For this type of account:Give name and SSN of: 1. Individual The individual 2. Two or more individuals (joint account) other than an account maintained by an FFI The actual owner of the account or, if combined funds, the first individual on the account1 3. Two or more U.S. persons (joint account maintained by an FFI) Each holder of the account 4. Custodial account of a minor (Uniform Gift to Minors Act) The minor² 5. a. The usual revocable savings trust (grantor is also trustee) b. So-called trust account that is not a legal or valid trust under state law The grantor-trustee1 The actual owner1 6. Sole proprietorship or disregarded entity owned by an individual The owner³ 7. Grantor trust filing under Optional Form 1099 Filing Method 1 (see Regulations section 1.671-4(b)(2)(i) (A)) The grantor* For this type of account:Give name and EIN of: 8. Disregarded entity not owned by an individual The owner 9. A valid trust, estate, or pension trust Legal entity4 10. Corporation or LLC electing corporate status on Form 8832 or Form 2553 The corporation 11. Association, club, religious, charitable, educational, or other tax- exempt organization The organization 12. Partnership or multi-member LLC The partnership 13. A broker or registered nominee The broker or nominee For this type of account:Give name and EIN of: 14. Account with the Department of Agriculture in the name of a public entity (such as a state or local government, school district, or prison) that receives agricultural program payments The public entity 15. Grantor trust filing under the Form 1041 Filing Method or the Optional Form 1099 Filing Method 2 (see Regulations section 1.671-4(b)(2)(i)(B)) The trust 1 List first and circle the name of the person whose number you furnish. If only one person on a joint account has an SSN, that person’s number must be furnished. 2 Circle the minor’s name and furnish the minor’s SSN. 3 You must show your individual name and you may also enter your business or DBA name on the “Business name/disregarded entity” name line. You may use either your SSN or EIN (if you have one), but the IRS encourages you to use your SSN. 4 List first and circle the name of the trust, estate, or pension trust. (Do not furnish the TIN of the personal representative or trustee unless the legal entity itself is not designated in the account title.) Also see Special rules for partnerships, earlier. *Note: The grantor also must provide a Form W-9 to trustee of trust. Note: If no name is circled when more than one name is listed, the number will be considered to be that of the first name listed. Secure Your Tax Records From Identity Theft Identity theft occurs when someone uses your personal information such as your name, SSN, or other identifying information, without your permission, to commit fraud or other crimes. An identity thief may use your SSN to get a job or may file a tax return using your SSN to receive a refund. To reduce your risk: • Protect your SSN, • Ensure your employer is protecting your SSN, and • Be careful when choosing a tax preparer. If your tax records are affected by identity theft and you receive a notice from the IRS, respond right away to the name and phone number printed on the IRS notice or letter. If your tax records are not currently affected by identity theft but you think you are at risk due to a lost or stolen purse or wallet, questionable credit card activity or credit report, contact the IRS Identity Theft Hotline at 1-800-908-4490 or submit Form 14039. For more information, see Pub. 5027, Identity Theft Information for Taxpayers. Victims of identity theft who are experiencing economic harm or a systemic problem, or are seeking help in resolving tax problems that have not been resolved through normal channels, may be eligible for Taxpayer Advocate Service (TAS) assistance. You can reach TAS by calling the TAS toll-free case intake line at 1-877-777-4778 or TTY/TDD 1-800-829-4059. Protect yourself from suspicious emails or phishing schemes. Phishing is the creation and use of email and websites designed to mimic legitimate business emails and websites. The most common act is sending an email to a user falsely claiming to be an established legitimate enterprise in an attempt to scam the user into surrendering private information that will be used for identity theft. 16.A.2.d Packet Pg. 482 Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) Form W-9 (Rev. 11-2017)Page 6 The IRS does not initiate contacts with taxpayers via emails. Also, the IRS does not request personal detailed information through email or ask taxpayers for the PIN numbers, passwords, or similar secret access information for their credit card, bank, or other financial accounts. If you receive an unsolicited email claiming to be from the IRS, forward this message to phishing@irs.gov. You may also report misuse of the IRS name, logo, or other IRS property to the Treasury Inspector General for Tax Administration (TIGTA) at 1-800-366-4484. You can forward suspicious emails to the Federal Trade Commission at spam@uce.gov or report them at www.ftc.gov/complaint. You can contact the FTC at www.ftc.gov/idtheft or 877-IDTHEFT (877-438-4338). If you have been the victim of identity theft, see www.IdentityTheft.gov and Pub. 5027. Visit www.irs.gov/IdentityTheft to learn more about identity theft and how to reduce your risk. Privacy Act Notice Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an IRA, Archer MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information. 16.A.2.d Packet Pg. 483 Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 484Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.dPacket Pg. 485Attachment: 18-7413 Schneck Proposal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.e Packet Pg. 486 Attachment: 18-7413 NORA (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.fPacket Pg. 487Attachment: 18-7413 Schneck_InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement Board) 16.A.2.gPacket Pg. 488Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement 16.A.2.gPacket Pg. 489Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement 16.A.2.gPacket Pg. 490Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement 16.A.2.gPacket Pg. 491Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement 16.A.2.gPacket Pg. 492Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement 16.A.2.gPacket Pg. 493Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement 16.A.2.gPacket Pg. 494Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement 16.A.2.gPacket Pg. 495Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement 16.A.2.gPacket Pg. 496Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement 16.A.2.gPacket Pg. 497Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement 16.A.2.gPacket Pg. 498Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement 16.A.2.gPacket Pg. 499Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement 16.A.2.gPacket Pg. 500Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement 16.A.2.gPacket Pg. 501Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement 16.A.2.gPacket Pg. 502Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement 16.A.2.gPacket Pg. 503Attachment: 18-7413 Schneck Legal_Contract_VendSign with InsuranceRenewal (6448 : Legal Counsel for the CE and Nuisance Abatement