Backup Documents 04/23/2019 Item #16A 1 (Vendor #6 - Anderson & Carr) ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP 1 6 A 1
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TOluawa6eueW Ns1l
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Attach to original document. The completed routing slip and original documents are to be forwarded to girtc.9uAtuA is r, y
Office at the time the item is placed on the agenda. All completed routing slips and original documents must be received in thellididapAit 14,•
Office no later than Monday preceding the Board meeting.
**NEW** ROUTING SLIP n n n zaComplete routing lines#1 through#2 as appropriate for additional signatures,dates,and/or information needed. If the docum q:+' `.! ..•"
the exception of the Chairman's signature,draw a line through routing lines#1 through#2,complete the checklist,and forward to the County Attorney Office.
Route to Addressee(s) (List in routing order) Office Initials Date
1. Risk Risk Management /Z�
2. County Attorney Office County Attorney Office Q
4. BCC Office Board of County 9
Commissioners \AVS/ Sk\k'CN
4. Minutes and Records Clerk of Court's Office Sl t
5. Procurement Services Procurement Services
PRIMARY CONTACT INFORMATION
Normally the primary contact is the person who created/prepared the Executive Summary. Primary contact information is needed in the event
one of the addressees above,may need to contact staff for additional or missing information.
Name of Primary Staff Ana Reynoso/PURCHASING Contact Information 239-252-8950
Contact/ Department
Agenda Date Item was APRIL 23,2019 / Agenda Item Number 16.A.1.
Approved by the BCC �/ l
Type of Document CONTRACT Number of Original 2 j
Attached Documents Attached (/
PO number or account N/A 18-7482 Vendor# 6
number if document is (8 VENDORS IN
Anderson
to be recorded TAL)
' Carr, Inc.
INSTRUCTIONS & CHEC ST
Initial the Yes column or mark"N/A"in the Not Applicab o u ,whiche er is Yes N/A(Not
appropriate. (Initial) Applicable)
1. Does the document require the chairman's original signature STAMP OK N/A
2. Does the document need to be sent to another agency fbr additional signatures? If yes, N/A
provide the Contact Information(Name;Agency;Ade'-ss;Phone)on ary attached sheet.
3. Original document has been signed/initialed for legal. ffrciency. (A documents to be AR
signed by the Chairman,with the exception of most -tt- s,must reviewed and signed
by the Office of the County Attorney.
4. All handwritten strike-through and revisions have be, initialed by the County Attorney's N/A
Office and all other parties except the BCC Chairman . d the Clerk to the Board
5. The Chairman's signature line date has been entered as the date of BCC approval of the AR
document or the final negotiated contract date whichever is applicable.
6. "Sign here"tabs are placed on the appropriate pages indicating where the Chairman's AR
signature and initials are required.
7. In most cases(some contracts are an exception),the original document and this routing slip N/A
should be provided to the County Attorney Office at the time the item is input into SIRE.
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BCC's actions are nullified. Be aware of your deadlines!
8. The document was approved by the BCC on 04/23/2019 and all changes made during A Is not
the meeting have been incorporated in the attached document. The County option for
Attorney's Office has reviewed the changes,if applicable.
9. Initials of attorney verifying that the attached document is the version approved by the
BCC,all changes directed by the BCC have been made,and the document is ready for the k, `\w
Chairman's signature. '� ,
16A1
MEMORANDUM
Date: May 1, 2019
To: Ana Reynoso,
Procurement Services
From: Teresa Cannon, Sr. Deputy Clerk
Minutes & Records Department
Re: Contract #18-7482 "Real Estate Appraisal and Consulting
Services"
Contractor: Anderson & Carr, Inc.
Attached for your records is an original of the referenced document above,
(Item #16A1) adopted by the Board of County Commissioners on Tuesday,
April 23, 2019.
The Board's Minutes & Records Department has kept an original as part of the
Board's Official Records.
If you have any questions, please feel free to contact me at 252-8411.
Thank you.
Attachment
16A1
PROFESSIONAL SERVICE AGREEMENT
# 18-7482
for
Real Estate Appraisal and Consulting Services
THIS AGREEMENT, made and entered into on this a3ay of F'` ' '�'L 2019 , by
and between Anderson & Carr, Inc.
authorized to do business in the State of Florida, whose business address is
521 South Olive Avenue, West Palm Beach, Florida 33401 , (the "Contractor")
and Collier County, a political subdivision of the State of Florida, (the "County"):
WITNESSETH:
1. The Agreement shall be for a three (3 ) year period, commencing ■ upon the
date of Board approvalfl-or on and terminating three ( 3 )
year(s) from that date or until all outstanding Purchase Order(s) issued prior to the
expiration of the Agreement period have been completed or terminated.
The County may, at its discretion and with the consent of the Contractor, renew the
Agreement under all of the terms and conditions contained in this Agreement for two
( 2 ) additional one ( 1 ) year(s) periods. The County shall give the Contractor
written notice of the County's intention to renew the Agreement term prior to the end of the
Agreement term then in effect.
The County Manager, or his designee, may, at his discretion, extend the Agreement under
all of the terms and conditions contained in this Agreement for up to one hundred and
eighty (180) days. The County Manager, or his designee, shall give the Contractor written
notice of the County's intention to extend the Agreement term prior to the end of the
Agreement term then in effect.
2. COMMENCEMENT OF SERVICES. The Contractor shall commence the work upon
issuance of a !•1 Purchase Order I I Is. e-te-meed (l Werk -Order.
3. STATEMENT OF WORK. The Contractor shall provide services in accordance with the
terms and conditions • Request for Proposal (RFP) tnvitatiee---to Bid (IT-}
Othef ( ) # 18-7482 , including all
Attachment(s), Exhibit(s) and Addenda and the Contractor's proposal referred to herein
and made an integral part of this Agreement.
1E1 The Contractor shall also provide services in accordance with Exhibit A — Scope of
Services attached hereto.
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3.1 This Agreement contains the entire understanding between the parties and any
modifications to this Agreement shall be mutually agreed upon in writing by the Parties, in
compliance with the County's Procurement Ordinance, as amended, and Procurement
Procedures in effect at the time such services are authorized.
3.2 The execution of this Agreement shall not be a commitment to the Contractor to
order any minimum or maximum amount. The County shall order items/services as
required but makes no guarantee as to the quantity, number, type or distribution of
items/services that will be ordered or required by this Agreement.
3.3 . The procedure for obtaining Work under this Agreement is outlined in Exhibit A -
Scope of Services attached hereto.
3-4 I The eeed r-e-f -etta leF - _ 8tef
Exhibit/Attachment:
E -_ - -. - gyp_ - - .- -- ::
elf-- erapdeettieR;eellee':.,._... •:_•:..- .. :.,....-.�. •,,. .- - -_... ._.. ..,te-ee pfefie +;-af d-t-he
RFiee"i'4e.the+".: :..:.. .-.: •_ A,. .
4. THE AGREEMENT SUM. The County shall pay the Contractor for the performance of this
Agreement based on Work performed pursuant to the quoted price offered by the
Contractor in response to a specific Request for Quotations and pursuant to the Price
Methodology in Section 4.1. Payment will be made upon receipt of a proper invoice and
upon approval by the County's Contract Administrative Agent/Project Manager, and in
compliance with Chapter 218, Fla. Stats., otherwise known as the "Local Government
Prompt Payment Act".
4.1 Price Methodology (as selected below):
• Lump Sum (Fixed Price): A firm fixed total price offering for a project; the risks are
transferred from the County to the contractor; and, as a business practice there are no
hourly or material invoices presented, rather, the contractor must perform to the satisfaction
of the County's project manager before payment for the fixed price contract is authorized.
❑ T-im-and-Mete ats+-T-- _:.. . -.:_ -- the-c--eet a r-for-the-ameunt-eef-FFaber
--. . ' - - .. _ _ _-.:_.. .- _ _-
e€-1 Fs-times--he- • - _ , Y.: .,_ .,_ - -: .. - .:.•set Eeeet-e#
: ' -.. _ --- - - -- •. - •.
k is chef�asei l :eeted
t-he se eoRtfaets-+n6 .- .., : .: ...-- at:. : -: ; d
eget eeefde- aeter-iat-er-egt pfeg y• - ,..: : .- _-• -. }
for the project.
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- _ r-m-total-€►axed-pie-Eisive-af-atl-costs;
including—labs .._. - •- -:-•:..-- : - -: - -.,
-
delivered--0.e. in-itallatiea--price-per-te el+very- ice-per-pa age-er---earton
or--east verification),
4.2 Any County agency may obtain services under this Agreement, provided sufficient
funds are included in their budget(s).
4.3 Payments will be made for services furnished,' delivered, and accepted, upon
receipt and approval of invoices submitted on the date of services or within six (6) months
after completion of the Agreement. Any untimely submission of invoices beyond the
specified deadline period is subject to non-payment under the legal doctrine of"laches" as
untimely submitted. Time shall be deemed of the essence with respect to the timely
submission of invoices under this Agreement.
4-4 I-1 -avell-andd-Reimbursabte Expenses:—Tray le Expenses reimia,esed-es-pe - •-- •_
Reimbursements-shall be...at-the following rates:
Mileage er-mile
Breakfast $6•-89
hunch $4-1-99
Dinner $4-9-89
Aif€are Aet al-tic-k- -= -: _ ,. •
coach-class-fare
Rental car : •--•s-., ,_: �.
standard-C.'-sizes :eh'icl'C
Ledgifvg Asthal cost of lodging at ale
Parking Actual-Best-o p'arking
T-ax+--er Airport-Limousine Actual--cost of either taxi--or air-pert
limousine
'Rce'imbtreab4e-I•tems•-ether-•-tl a'n4ravel'e"xpense h l-1 b i ted •
.-rr.��.�sSJ'rri 'n'�Cs'�`YY9"P'ti' L -- :. 9 - -3.-... ..,:.-
long-distance charges, fax chargee,--phetoe-op4ing-el af:- .-: :: .:- -•_,-,- :_-
items-will—be--paid only after Coftfaeter--bas-p - .s-, _ __ :-
_ - ti - - - -- - --. _- -- _ ao+tatlor�s
-.s...-.e -.- __. __2-this-Agreement,
5. SALES TAX. Contractor shall pay all sales, consumer, use and other similar taxes
associated with the Work or portions thereof, which are applicable during the performance
of the Work. Collier County, Florida as a political subdivision of the State of Florida, is
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exempt from the payment of Florida sales tax to its vendors under Chapter 212, Florida
Statutes, Certificate of Exemption # 85-8015966531C.
6. NOTICES. All notices from the County to the Contractor shall be deemed duly served if
mailed or emailed to the Contractor at the following:
Company Name: Anderson & Carr, Inc.
Address: 521 South Olive Avenue
West Palm Beach, Florida 33401
Authorized Agent: Robert B. Banting, President
Attention Name & Title:
Telephone: (561) 883-1661
E-Mail(s): Rbanting@andersoncarr.com
All Notices from the Contractor to the County shall be deemed duly served if mailed or
emailed to the County to:
Board of County Commissioners for Collier County, Florida
Division Director: Jay Ahmad
Division Name: GMD- Transportation Engineering Division
Address: 2885 S. Horseshoe Drive
Naples, Florida 34104
Administrative Agent/PM: Harry Henderson
Telephone: (239) 252-5847
E-Mail(s): Harry.Henderson@colliercountyfl.gov
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.
7. NO PARTNERSHIP. Nothing herein contained shall create or be construed as creating a
partnership between the County and the Contractor or to constitute the Contractor as an
agent of the County.
8. PERMITS: LICENSES: TAXES. In compliance with Section 218.80, F.S., all permits
necessary for the prosecution of the Work shall be obtained by the Contractor. The County
will not be obligated to pay for any permits obtained by Subcontractors.
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
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all laws governing the responsibility of an employer with respect to persons employed by
the Contractor.
9. NO IMPROPER USE. The Contractor will not use, nor suffer or permit any person to use
in any manner whatsoever, County facilities for any improper, immoral or offensive purpose,
or for any purpose in violation of any federal, state, county or municipal ordinance, rule,
order or regulation, or of any governmental rule or regulation now in effect or hereafter
enacted or adopted. In the event of such violation by the Contractor or if the County or its
authorized representative shall deem any conduct on the part of the Contractor to be
objectionable or improper, the County shall have the right to suspend the Agreement of the
Contractor. Should the Contractor fail to correct any such violation, conduct, or practice to
the satisfaction of the County within twenty-four (24) hours after receiving notice of such
violation, conduct, or practice, such suspension to continue until the violation is cured. The
Contractor further agrees not to commence operation during the suspension period until
the violation has been corrected to the satisfaction of the County.
10. TERMINATION. Should the Contractor be found to have failed to perform his services in
a manner satisfactory to the County as per this Agreement, the County may terminate said
Agreement for cause; further the County may terminate this Agreement for convenience
with a thirty(30) day written notice. The County shall be the sole judge of non-performance.
In the event that the County terminates this Agreement, Contractor's recovery against the
County shall be limited to that portion of the Agreement Amount earned through the date
of termination. The Contractor shall not be entitled to any other or further recovery against
the County, including, but not limited to, any damages or any anticipated profit on portions
of the services not performed.
11. NO DISCRIMINATION. The Contractor agrees that there shall be no discrimination as to
race, sex, color, creed or national origin.
12. INSURANCE. The Contractor shall provide insurance as follows:
A. n 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. • Bueiness Auto hiabitity4 Coverage s#af4 have minimumfi+ its of
$ Per Occurrence, Combined Single Limit for Bodily Injury Liability and
C. [C Workers' Compensation: Insurance covering all employees meeting Statutory
Limits in compliance with the applicable state and federal laws.
The coverage must include Employers' Liability with a minimum limit of$ 1,000,000 for
each accident.
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D. IU Professional Liability: Shall be maintained by the Contractor to ensure its legal
liability for claims arising out of the performance of professional services under this
Agreement. Contractor waives its right of recovery against County as to any claims under
this insurance. Such insurance shall have limits of not less than $ 1,000,000 each claim
and aggregate.
& ❑ pef
occurrence.
$ per-eeeurr-eRee-
❑ - - - - - AM. . .. ..
limits of$ per occurrence.
Special Requirements: Collier County Board of County Commissioners, OR, Board of
County Commissioners in Collier County, OR, Collier County Government shall be listed
as the Certificate Holder and included as an "Additional Insured" on the Insurance
Certificate for Commercial General Liability where required. This insurance shall be primary
and non-contributory with respect to any other insurance maintained by, or available for the
benefit of, the Additional Insured and the Contractor's policy shall be endorsed accordingly.
Current, valid insurance policies meeting the requirement herein identified shall be
maintained by Contractor during the duration of this Agreement. The Contractor shall
provide County with certificates of insurance meeting the required insurance provisions.
Renewal certificates shall be sent to the County thirty (30) days prior to any expiration
date. Coverage afforded under the policies will not be canceled or allowed to expire until
the greater of: thirty (30) days prior written notice, or in accordance with policy provisions.
Contractor shall also notify County, in a like manner, within twenty-four (24) hours after
receipt, of any notices of expiration, cancellation, non-renewal or material change in
coverage or limits received by Contractor from its insurer, and nothing contained herein
shall relieve Contractor of this requirement to provide notice.
Contractor shall ensure that all subcontractors comply with the same insurance
requirements that the Contractor is required to meet.
13. INDEMNIFICATION. To the maximum extent permitted by Florida law, the Contractor shall
defend, indemnify and hold harmless Collier County, its officers and employees from any
and all liabilities, damages, losses and costs, including, but not limited to, reasonable
attorneys' fees and paralegals' fees, whether resulting from any claimed breach of this
Agreement by Contractor, any statutory or regulatory violations, or from personal injury,
property damage, direct or consequential damages, or economic loss, to the extent caused
by the negligence, recklessness, or intentionally wrongful conduct of the Contractor or
anyone employed or utilized by the Contractor in the performance of this Agreement. This
indemnification obligation shall not be construed to negate, abridge or reduce any other
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rights or remedies which otherwise may be available to an indemnified party or person
described in this paragraph.
This section does not pertain to any incident arising from the sole negligence of Collier
County.
13.1 The duty to defend under this Article 13 is independent and separate from the duty to
indemnify, and the duty to defend exists regardless of any ultimate liability of the Contractor,
County and any indemnified party. The duty to defend arises immediately upon presentation
of a claim by any party and written notice of such claim being provided to Contractor.
Contractor's obligation to indemnify and defend under this Article 13 will survive the
expiration or earlier termination of this Agreement until it is determined by final judgment that
an action against the County or an indemnified party for the matter indemnified hereunder is
fully and finally barred by the applicable statute of limitations.
14. AGREEMENT ADMINISTRATION. This Agreement shall be administered on behalf of the
County by the GMD- Transportation Engineering Division
15. CONFLICT OF INTEREST. Contractor represents that it presently has no interest and shall
acquire no interest, either direct or indirect, which would conflict in any manner with the
performance of services required hereunder. Contractor further represents that no persons
having any such interest shall be employed to perform those services.
16. COMPONENT PARTS OF THIS AGREEMENT. This Agreement consists of the following
component parts, all of which are as fully a part of the Agreement as if herein set out
verbatim: Contractor's Proposal, Insurance Certificate(s), (■I Exhibit A Scope of Services,
n RFP/ I-T-Bin Other— #18-7482 , including Exhibits,
Attachments and Addenda/Addendum, n subsequent quotes; and _ Othef
€ ibo-tiAttaehment.
17. APPLICABILITY. Sections corresponding to any checked box ( ■ will expressly apply to
the terms of this Agreement.
18. SUBJECT TO APPROPRIATION. It is further understood and agreed by and between the
parties herein that this Agreement is subject to appropriation by the Board of County
Commissioners.
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, Collier
County Ethics Ordinance No. 2004-05, as amended, and County Administrative Procedure
5311. Violation of this provision may result in one or more of the following consequences:
a. Prohibition by the individual, firm, and/or any employee of the firm from contact with
County staff for a specified period of time; b. Prohibition by the individual and/or firm from
doing business with the County for a specified period of time, including but not limited to:
submitting bids, RFP, and/or quotes; and, c. immediate termination of any Agreement held
by the individual and/or firm for cause.
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20. COMPLIANCE WITH LAWS. By executing and entering into this Agreement, the
Contractor is formally acknowledging without exception or stipulation that it agrees to
comply, at its own expense, with all federal, state and local laws, codes, statutes,
ordinances, rules, regulations and requirements applicable to this Agreement, including but
not limited to those dealing with the Immigration Reform and Control Act of 1986 as located
at 8 U.S.C. 1324, et seq. and regulations relating thereto, as either may be amended;
taxation, workers' compensation, equal employment and safety including, but not limited
to, the Trench Safety Act, Chapter 553, Florida Statutes, and the Florida Public Records
Law Chapter 119, including specifically those contractual requirements at F.S. §
119.0701(2)(a)-(b) as stated as follows:
IF THE CONTRACTOR HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE
CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO
THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS
AT:
Communication and Customer Relations Division
3299 Tamiami Trail East, Suite 102
Naples, FL 34112-5746
Telephone: (239) 252-8383
The Contractor must specifically comply with the Florida Public Records Law to:
1. Keep and maintain public records required by the public agency to perform the
service.
2. Upon request from the public agency's custodian of public records, provide the
public agency with a copy of the requested records or allow the records to be
inspected or copied within a reasonable time at a cost that does not exceed the
cost provided in this chapter or as otherwise provided by law.
3. Ensure that public records that are exempt or confidential and exempt from public
records disclosure requirements are not disclosed except as authorized by law for
the duration of the contract term and following completion of the contract if the
Contractor does not transfer the records to the public agency.
4. Upon completion of the contract, transfer, at no cost, to the public agency all public
records in possession of the Contractor or keep and maintain public records
required by the public agency to perform the service. If the Contractor transfers all
public records to the public agency upon completion of the contract, the Contractor
shall destroy any duplicate public records that are exempt or confidential and
exempt from public records disclosure requirements. If the Contractor keeps and
maintains public records upon completion of the contract, the Contractor shall meet
all applicable requirements for retaining public records. All records stored
electronically must be provided to the public agency, upon request from the public
agency's custodian of public records, in a format that is compatible with the
information technology systems of the public agency.
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If Contractor observes that the Contract Documents are at variance therewith, it shall
promptly notify the County in writing. Failure by the Contractor to comply with the laws
referenced herein shall constitute a breach of this Agreement and the County shall have
the discretion to unilaterally terminate this Agreement immediately.
21. OFFER EXTENDED TO OTHER GOVERNMENTAL ENTITIES. Collier County encourages
and agrees to the successful Contractor extending the pricing, terms and conditions of this
solicitation or resultant Agreement to other governmental entities at the discretion of the
successful Contractor.
22. 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.
23. ADDITIONAL ITEMS/SERVICES. Additional items and/or services may be added to this
Agreement in compliance with the Procurement Ordinance, as amended, and Procurement
Procedures.
24. DISPUTE RESOLUTION. Prior to the initiation of any action or proceeding permitted by this
Agreement to resolve disputes between the parties, the parties shall make a good faith effort
to resolve any such disputes by negotiation. The negotiation shall be attended by
representatives of Contractor with full decision-making authority and by County's staff person
who would make the presentation of any settlement reached during negotiations to County for
approval. Failing resolution, and prior to the commencement of depositions in any litigation
between the parties arising out of this Agreement, the parties shall attempt to resolve the
dispute through Mediation before an agreed-upon Circuit Court Mediator certified by the State
of Florida. The mediation shall be attended by representatives of Contractor with full decision-
making authority and by County's staff person who would make the presentation of any
settlement reached at mediation to County's board for approval. Should either party fail to
submit to mediation as required hereunder, the other party may obtain a court order requiring
mediation under section 44.102, Fla. Stat.
25. VENUE. Any suit or action brought by either party to this Agreement against the other party
relating to or arising out of this Agreement must be brought in the appropriate federal or state
courts in Collier County, Florida, which courts have sole and exclusive jurisdiction on all such
matters.
26. U JE-Y l-ERS IEL--T ae-Can-traatorls-personnel-end-management to-ka tifized-€er-th+s
project shall be-k-r wl able--ire--their ,. - - _. - ,. to
perform-ire ttga ieas-any-bei--d/�e�,erred--heoess yt nsure--that-oompet�a[�at�per-sayn�apa/ y�t�il4--b�aC
���I w. w..- .Y, w.,�..w�.�, .. e- .h - mow.-.. A..- y:.a... - -er....s-shaltJ..7'I..f�p'C.op l U V
LAW
eeaa y--to--oar-x�n pl ete--the--semis-e s-o --a--timely--bas-io end--eV ao a-- aemen-as igne shalt-be
nt-e- e-ad - - u.ireeEl-sewicc dates. The Contractor
�.�r...- •..e..y ,— —'w i y,..... ., �..,— .?v_.... .__y r r .... y rs,...... ,x.75-@, .._.. p.— —... Y�'ti
t4 ount --i ified-,4n-w'ri tinag-ae : , - y y: _, , w s _ T
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coma er-eiall-y-4eason-ab - _ i $ttr +-wail -se - , -
The Cc.- - -: : . _ . :crsonnel.
ISI AGREEMENT STAFFING. The Contractor's personnel and management to be utilized for
this Agreement shall be knowledgeable in their areas of expertise. The County reserves the
right to perform investigations as may be deemed necessary to ensure that competent persons
will be utilized in the performance of the Agreement. The Contractor shall assign as many
people as necessary to complete required services on a timely basis, and each person
assigned shall be available for an amount of time adequate to meet required services.
27. ■ ORDER OF PRECEDENCE. In the event of any conflict between or among the terms of
any of the Contract Documents, the terms of solicitation the Contractor's Proposal, and/or the
County's Board approved Executive Summary, the Contract Documents shall take precedence.
ORDEROF-R OE-I ENCE4G n-t Fu led ;"e-ewe -ef-ay-soafl g
t eterms-orf-ani, -ef4hc Gon4tee eats ane e+--the untfs--Beaf-d-appfeve—Ex t e
Stiffiffia-n. •, - _ A. - .donee over the- „s-of-a -o
ther
Omntract Doo"umeRtsexce- th" - „. _. _., - -mental ', ,.. - - - r -
e, he-(.?.gfee.L21.-,.... .. .. -.. - -- .- • ..• ..-. - y y _ !.-.. --dl -
beresolve44Pg-appI1eationOfthe S- _: -..- ,., : ' ., A __..-. - _
sha .- ',,,, '.-. -- •- - g.atie - _,. _ - _ --,___
43o40414e-Gentf-actor a4 GO ty'-s-diseretien,
28. ASSIGNMENT. Contractor shall not assign this Agreement or any part thereof, without the prior
consent in writing of the County. Any attempt to assign or otherwise transfer this Agreement,
or any part herein, without the County's consent, shall be void. If Contractor does, with
approval, assign this Agreement or any part thereof, it shall require that its assignee be bound
to it and to assume toward Contractor all of the obligations and responsibilities that Contractor
has assumed toward the County.
29. SECURITY. The Contractor is required to comply with County Ordinance 2004-52, as
amended. Background checks are valid for five (5) years and the Contractor shall be
responsible for all associated costs. If required, Contractor shall be responsible for the costs of
providing background checks by the Collier County Facilities Management Division for all
employees that shall provide services to the County under this Agreement. This may include,
but not be limited to, checking federal, state and local law enforcement records, including a
state and FBI fingerprint check, credit reports, education, residence and employment
verifications and other related records. Contractor shall be required to maintain records on
each employee and make them available to the County for at least four (4) years. All of
Contractor's employees and subcontractors must wear Collier County Government
Identification badges at all times while performing services on County facilities and properties.
Contractor ID badges are valid for one (1) year from the date of issuance and can be renewed
each year at no cost to the Contractor during the time period in which their background check
Page 10 of 14
Professional Service Agreement#2019-011
16 Al
is valid, as discussed below. All technicians shall have on their shirts the name of the
contractor's business.
The Contractor shall immediately notify the Collier County Facilities Management Division via
e-mail (DL-FMOPS@colliergov.net) whenever an employee assigned to Collier County
separates from their employment. This notification is critical to ensure the continued security
of Collier County facilities and systems. Failure to notify within four (4) hours of separation may
result in a deduction of$500 per incident.
(Intentionally left blank-signature page to follow)
Page 11 of 14
Professional Service Agreement#2019-011
CAO
16 A 1
IN WITNESS WHEREOF, the parties hereto, have each, respectively, by an authorized person
or agent, have executed this Agreement on the date and year first written above.
ATTEST: BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
Crystal kinzel,/ciperk of Courts of the
Circt,tit Court & Co *troller
B
By: C.dAll IW 0 '
, 1,4L, ° k
...n•wii;— -
,
: -it, Willi L. M D. - r.
/ , ir airman
Dated
"
(SEAL) A,14tit as to Chairman's
signature only,
Contractor's Witnesses: Anderson & Carr, Inc.
Contractor
.... -----------_
'4111" -----_-"IIIIIIIIIMIIII -
< 3 -
Contrattor's First Witness Wilature ,,,,
,/ ./101--7 ( At,///e7P* 4,7 1
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%\Q --u.X\ c•IR-K,N-- ifypeibrint signature anctieT
TType/print wi ess nameT
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Contractor's Se •nd Witness
IStatae. • Pj(-t(--t,
TTypeiprint witness nameT
Ap roydir to FT and Legality:
....., L i1 b4-f
lj County Attorney .
—1:841U*-c,, it le Z L f,c:arlda 4/33 i
Print Name Date t9 ,
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21
Page 12 of 14
Professional Service Agreement#2019-01I
4
et
16A1
Exhibit A
Scope of Services
III following this page (pages 1 through 1)
this exhibit is not applicable
Page 13 of 14
Professional Service Agreement#2019-011
16 Al
18-7482 "Real Estate Appraisal and Consulting Services"
SCOPE OF SERVICES
Collier County has ongoing land acquisition efforts for road projects,utility projects,Conservation Collier land
preservation efforts and other governmental needs. One of the most important components of these efforts
involves appraisals and appraisal related activities.
As such, the County established a pool of qualified appraisers who can provide a diverse level of services.
Services shall include,but not limited to;
• valuation of residential and commercial properties
• partial acquisitions
• condemnation appraisals
• cost estimates, and
• expert witness testimony
These appraisers will be available to submit quotes on a not-to-exceed lump-sum basis. Quotes will be
requested from the pool of appraisers selected for this agreement (solicitation #18-7482) and will be awarded
a given assignment based upon a combination of lowest cost and qualifications as to which appraiser is best
suited to provide such service. This will be based upon specific experience with similar properties and/or
appraisal issues, quoted turn-times for completion of the work and potential litigation related factors associated
with a given assignment. Once qualified, County staff will obtain a minimum of three quotes for each
assignment.
For work requiring unique experience or knowledge the County's Contract Administrative Agent may select a
specific appraiser using the direct select method. When direct select is deemed necessary, a letter must be
attached to the purchase order with sufficient detail to justify the need for a direct select. Such justification
should identify the individual making the request, description of requirement and address why the requirement
can only be fulfilled by the identified appraiser.
The types of services typically required by the County range from short form comparable sales valuations of
vacant parcels, to complex estimates of compensation due property owners arising from partial takings of
property by the County, as well as estimates of any severance damages resulting there from. While some of the
appraisals required by the County will be typical estimates of the market value of"whole" properties, the
majority of the assignments will involve property owner compensation estimates as a result of partial takings
from larger parent tracts.
All appraisals must be submitted first to the County's Real Estate Services Department or TECM/ROW
Department(depending on which department ordered the appraisal)electronically in DRAFT. Once the County
has reviewed and approved the appraisal, the appraiser will be asked to electronically submit a final signed
copy of the appraisal. Once the final signed version of the appraisal is sent, the appraiser may also submit an
invoice to be reviewed/approved and processed for payment.
Page 1 of 1
0
16A1
Other Exhibit/Attachment
Description:
❑ following this page (pages through )
this exhibit is not applicable
Page 14 of 14
Professional Service Agreement#2019-011
16 Al
ANDE&CA-01 1JRIBEA
CITIft.) CERTIFICATE OF LIABILITY INSURANCE DATEIMMIO°"""'
04/10/2019 ':
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 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 License#0E67768 CONTACT Annie Uribe
NAME:
Insurance Office of America,Inc. PHONEFAX
Abacaa Town Center IAlc,No,Ext):(561)296-5966 26059 I(Arc.No):(561)776-0670
1200 University Blvd,Suite 200 AAIL
DDRESS:Annie,Uribe@ioausa.com
Jupiter,FL 33458
—......_....._. INSURERISZAFFORDING COVERAGE
INSURER A:Southern-Owners Insurance Company 10190
INSURED INSURER B:Continental Casualty Company 20443
Anderson&Carr,Inc. INSURER C:
521 South Olive Avenue INSURER D:
West Palm Beach,FL 33401 — —_ _.._;
INSURER E:
-- -..._--'-------.— 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 TYPE OF INSURANCE ADDLISUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS
LTR NOD:MDIMM,D01YYYY1 IMM!DO/YYYYI
A X COMMERCIAL GENERAL LIABILITY I 1,000,000
EACH JRRENCE
•
•
$
CLAIMS-MADE X OCCUR 72632652 04/15/2019 04/15/2020 DA&1AG.airj T 50,000
X i i PREMISES rEa xcunere} $
MED EXP(Any ene person) $ 5,000
PERSONAL&ACV INJURY $ 1,000,000
:MEWL AGGREGATE LIMIT APfPLIES PER: GENERAL AGGREGATE S 2,000,000
r I PR,? l 1,000,000.
I X POLICY JEC'T LOC ?fi;1C?i.iC'"S-COM%-IOP a�< 5
- i
I OTHER: $ I
A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT S
tEa accident:
ANY AUTO 72632652 04/15/2019 04/15/2020 BODILY INJURY(Per person; S
OWNED SCHEDULED I
AUTOS ONLY I AUTOS BODILY INJURY(Per accident) S
PROPERTY DAMAGE
X HIRED MASH (Par accident')
At,y SON?..Y
—_ — HNO 1,000,000
UMBRELLA LIAR OCCUR EACH OCCURRENCE
EXCESS UAB CLAIMS-MADE AGGREGATE
CEO RETENTION S $
A WORKERS COMPENSATION I PER OTH-
AND EMPLOYERS'LIABILITY Y 7 N = STATUTE ER
1 72607884 0411512019 04/15/2020 1,000,000
ANYOFF PERiMEM ORiPARTNER:'EicECUTIVE I I E.L.EACH ACCIDENT $
FICERIMEMBER EXCLUDED? �J NI 1,000,000
(Alandatory In NH) I E.L.DISEASE-EEA EMPLOYEES
if yes,descr-be under 1,000,000
DESCRIPTION OF OPERATIONS below 'E.L.DISEASE-POLICY LIMIT S
B Professional Liab RFB28763577118 09/23/2018 09/23/2019;Aggregate/Occurrence 1,000,000
i
DESCRIPTION OF OPERATIONS!LOCATIONS I VEHICLES(ACORD 101.Additional Remarks Schedule,may be attached if more space is required)
Collier County Board of County Commissioners,Board of County Commissioners in Collier County,Collier County Government,Collier County are named as
additional insureds as per 55372(1-07)as required by written contract.
CERTIFICATE HOLDER CANEELLATION
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
Collier County Board of County Commissioners 7
3295 Tamiami Trail E. •A,-,Y 41, 2_4?• rM
INapies.FL 34412 h/
ACORD 25(2016/03) C 1988-2015 ACORD CORPORATION, All rights reserved.
The ACORD name and logo are registered marks of ACORD
16A1
ReynosoAna
From: Carleton Case
Sent: Thursday, January 31, 2019 1:55 PM
To: DoriaPriscilla
Cc: ReynosoAna
Subject: FW: Real Estate Appraiser contracts (business auto insurance requirements) 18-7482
Attachments: 18-7482 Insurance Requirements.pdf; 18-7482 Request for Qualification.pdf
Priscilla,
Thanks for the feedback from the marketplace. We can remove the auto insurance requirement from the contract
requirements.
Thanks,
Carleton
Carleton Case, GBDS,CLTC
RISK FINANCE MANAGER
Risk Management
Collier County Government
3311 Tamiami Trail East Bldg. D
Naples, Fl 34112
Voice: (239) 252-8089
Fax: (239) 252-8048
E-Mail: Carleton.Casena,colliercountyfl.gov.
TAKE THE SURVEY
From: DoriaPriscilla
Sent:Wednesday,January 30, 2019 2:02 PM
To: Carleton Case <Carleton.Case@colliercountyfl.gov>
Cc: GonzalezGreily<Greily.Gonzalez@colliercountyfl.gov>; ReynosoAna <Ana.Reynoso@colliercountyfl.gov>
Subject: FW: Real Estate Appraiser contracts (business auto insurance requirements) 18-7482
Good Afternoon Carleton,
There is a question about the auto insurance requirement on this. There are 8 Agreements for this
solicitation. Please refer to below and advise on how to proceed.
Priscilla Doria
Procurement Strategist
Under Florida Law,e-mail addresses are public records. If you do not want your e-mail address released in response to a public records
request,do not send electronic mail to this entity. Instead,contact this office by telephone or in writing.
From: HendersonHarry
Sent: Wednesday,January 30, 2019 1:53 PM
To: DoriaPriscilla <Priscilla.Doria@colliercountyfl.gov>
1
Cc:TeachScott<Scott.Teach@colliercountyfl.gov>
Subject: Real Estate Appraiser contracts (business auto insurance requirements)
Hi Doria, and Scott
I have fielded several phone calls from the prospective appraisers(pending contracts) asking about the County's auto
insurance requirements.The contract refers to Business Auto Liability requirements...appraiser's typically use their
personal cars to do assignments and have personal auto policies...none of these firms have business owned cars with
Business Auto policies as far as I know.
In addition, some of these firms have 4-8 appraisers who use their personal cars on assignments...at this point they don't
know which of these appraiser's may be doing work on a given County assignment; so it would seem onerous to have
each of those appraiser's adjust their personal auto insurance policies for a client they may never do work for.
I assume that Auto Insurance requirement is just for companies which have company vehicles...so it would not apply to
these guys...correct?
Harry Henderson
Review Appraiser
Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address released in response to a
public records request, do not send electronic mail to this entity. Instead, contact this office by telephone or in writing.
2