Agenda 09/29/2009 Item #16F 3
Agenda Item No. 16F3
September 29, 2009
Page 1 of 129
EXECUTIVE SUMMARY
Recommendation that the Board of County Commissioners approves and
authorizes the Chairman to sign nine (9) FY 10 Tourist Development Tax
Category C-2 Grant Agreements totaling $571,000 su.bject to funding
availability .
OBJECTIVE: For the Board to review and approve nine grant agreements for
Tourist Development Tax Category C-2 Non-County owned museum grant
applications for FY 10.
CONSIDERATIONS: Cateaorv "C-2" Grant Applications: Grant Applications
were made available on Collier County's Tourism website in January and were -
due March 31, 2009. In accordance with the Grant Criteria, the applications were
first reviewed by the Tourism Director and then by a panel of five tourism
industry representatives on April 21, 2009. The panel included: Lisa Boet,
Naples Originals, representing the restaurant industry; Steve Mcintyre,
Chairman Collier County Hotel & Lodging Association, representing the hotel
industry, Scott Congress, Congress Jewelers, representing the retail and
shopping industry; Judy Turner Meyer, Sea Excursions, representing the
attractions industry and Elaine Reed, Naples Historical Society, representing the
cultural community.
Funding for Category C-2 Non-County museum grants as contained within the
proposed FY 2010 budget totals $549,800 inclusive of fund reserves. Staff
originally established a budget of $500,000 for this category. We received eight
(8) applications totaling $868,414, so the review committee made reduced
funding recommendations based on the $500,000 projected revenue budget.
Subsequently, staff learned that the Marco Island Museum would also need
funding for exhibits. As a result, the TDC adjusted the amount recommended for
each of the original eight applicants to accommodate this additional request.
Children's Museum of Naples, Inc. - $75,000: The museum is under
construction on the north side of North Collier Regional Park and plans to open
in Fall 2010. Grant history includes FY 08 ($125,000 - later withdrawn); FY 09
$150,000. For FY 10, the museum has requested $200,000 for promotion of the
new museum in out of market advertising. Visitation is projected to be 75,000 in
the first year of operation. The Grant Review Committee recommended
$135,000, and the TDC recommends $75,000.
Freedom Memorial Task Force - $39,000: Planning began in 2004, when the
Collier County Board of County Commissioners declared September "Freedom
Month" in Collier County and launched a campaign entitled, "What Does
Freedom Mean to You?" The memorial pays tribute to members of our armed
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forces who have sacrificed their lives in the defense of our nation along with the
law enforcement officers, firefighters, emergency medical personnel and civilians
who died in the September 11, 2001 terrorist attacks. Grant history is FY 09
$125,000 for construction of the memorial. Opening year attendance is projected
to be 100,000. The request for FY 10 was originally for $39,204, the Grant
Review Committee recommended $20,000, and the TDC recommends $39,000.
Holocaust Museum of SW Florida - $80,000: This organization applied for
and was granted $100,000 in both FY 07 and FY 08 for promoting the Boxcar
Project and for opening ceremonies at the Naples Depot. The traveling boxcar
exhibit has been seen at schools all over Collier and Lee Counties. The museum
staff estimates 2008 attendance at 5,000 with 70% coming from out of Collier
County. Economic impact for FY 10 is estimated at $900,000 from the operation
of the Museum. The original request was $150,000 for promoting the boxcar
exhibit in out of market areas where the TDC is also marketing the destination.
The Grant Review Committee recommended $80,000, and the TDC
recommends $80,000.
Naples Art Association, Inc. dba von Liebig Art Center - $50,000: This
organization has been funded the past three years by tourist tax funds (FY 07
$38,000; FY 08 $50,000; FY 09 $50,000). The Association estimates an
economic impact of $6.3 million, 875 room nights and 55,350 attendees from
their marketing efforts in FY 10. They have requested funding assistance of
$100,000 for FY 10 for marketing the museum to attract out of town visitors to
their major events. The Grant Review Committee recommended $70,000, and
the TOC recommends $50,000.
Naples Botanical Garden, Inc. - $150,000: This organization has been funded
since 2001 during their initial construction phase (2001- $377,400; 2002
$500,000; 2003- $366,500; 2004- $217,650; 2005- $207,000; 2006- $112,500;
2007- $140,000). They did not apply for an FY 09 grant while they were closed
for major construction. They are now planning to open in the fall of 2009 and
have requested $250,000 for opening and out of market promotional expenses.
They estimate 80,000 visitors (46.5% out of area). The Grant Review Committee
recommended $120,500, and the TOC recommends $150,000.
Naples Museum of Art, Inc. - $20,000: This organization has not applied for
TDC funding in the past. They are planning a Celebration of Latin Art & Culture
in October 2009 and are requesting funding of $47,000 for out of market
advertising of that exhibit. The Grant Review Committee recommended $25,000,
and the TOC recommends $20,000.
Naples Zoo, Inc. - $40,000: Naples Zoo is planning two promotions in 2010,
coming off their successful creation and opening of the Black Bear Exhibit which
received tourist tax funding of $121,000 in FY 09. The FY 10 request is for
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promotion of a Dr. Seuss program from Memorial Day to Labor Day 2010 and
Fall into the Wild will run from September to November 2010. In 2008, the Zoo
generated 4,983 hotel room nights and 260,028 total visitors. The original
request was for $57,210, the Grant Review Committee recommended $27,000
and the TDC recommends $40,000.
South Florida National Parks Trust, Inc. - $17,000: The Trust is funding the
development of a new Welcome Center in Big Cypress National Preserve that
will become the gateway to this area from Collier County. Visitation is projected
at 200,000 with 75% from out of the County. The funding request of $25,000 was
for fabrication and installation of exhibits in the Welcome Center. The Grant
Review Committee recommended $22,500, and the TDC recommends $17,000.
Marco Island Historical Society, Inc. - Marco Island Museum - $100,000:
The Marco Museum will be completed in the Fall of 2009 and according to a May
2003 agreement with Collier County, the Historical Society will turn over
operation to the County. The Historical Society has honored their obligation to
the County in building the museum and requests that TDC funding be allocated
for the fabrication and installation of exhibits. The TDC has recommended
$100,000.
FISCAL IMPACT: Each grant agreement contains a clause that stipulates that
grant payments are subject to funding availability. The total of all recommended
grant requests equals $571,000. Funding within the proposed FY 2010 budget
totals $549,800 and includes $36,400 in budgeted reserve dollars. This leaves
a budgeted shortfall of $21,200. This shortfall can be cured during FY 2010 with
the recognition of audited fund balance revenue for the period ending 9/30/09
which exceeds budget. This figure which excludes that portion of the audited
fund balance required to fund PO rolls is estimated to total $21,500.
Recognition of fund balance revenue is accomplished via a separate executive
summary which the BCC would likely consider in March of 2010. Authorization
to process all required FY 2010 budget amendments will be necessary in order
to access reserve dollars. Under this scenario, sufficient budget would exist
within Non-County Museum Fund (193) during the fiscal year to offset grant
draws which normally occur quarterly.
COUNTY A TIORNEY FINDING: Grant applications and agreements have
been reviewed and approved by the County Attorney's Office. This item is
legally sufficient for Board action. - CMG
ADVISORY BOARD RECOMMENDATION: The TDC reviewed these
applications at their June 22, 2009 meeting and recommended the above
amounts for funding.
RECOMMENDATION: That the Board of County Commissioners approves and
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authorizes the Chairman to sign nine FY 10 Tourist Tax Category C-2 Grant
Agreements totaling $571,000 subject to funding availability and approves all
necessary 2010 budget amendments.
SUBMITTED BY: Jack Wert, Tourism Director
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Agenda Item No. 16F3
September 29,2009
Page 5 of 129
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
Item Number: 16F3
Item Summary: Recommendation that the Board of County Commissioners approves and authorizes the
Chairman to sign nine (9) FY 10 Tourist Deveiopment Tax Category C-2 Grant Agreements
totaling $571,000 subject to funding availability.
Meeting Date: 9/29/2009 9:00:00 AM
Prepared By
Jack Wert Tourism Director Date
County Manager's Office Tourism 9/16/20093:57:39 PM
Approved By
-
Lyn Wood Purchasing Agent Date
Administrative Services Purchasing 9/16/20093:59 PM
Approved By
Jack Wert Tourism Director Date
County Manager's Office Tourism 9/16/2009 4:46 PM
Approved By
Colleen Greene Assistant County Attorner Date
County Attorney County Attorney Office 9/17/20094:51 PM
Approved By
Jeff Klatzkow County Attorney Date
County Attorney County Attorney Office 9/18/2009 1 :40 PM
Approved By
OMB Coordinator OMB Coordinator Date
County Manager's Office Office of Management & Budget 9/18/2009 2:28 PM
Approved By
Mark Isackson Budget Analyst Date
County Manager's Office Office of Management & Budget 9/22/200910:17 AM
Approved By
Leo E. Ochs, Jr. Deputy County Manager Date
Board of County
Com missioners County Manager's Office 9/22/2009 1 :23 PM
file://C:\Agendatest\export\] 35-September 29,2009\]6. CONSENT AGENDA\]6F. COUN... 9/23/2009
Agenda Item No. 16F3
September 29, 2009
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2010 TOURISM AGREEMENT BETWEEN
COLLIER COUNTY AND THE CHILDREN'S MUSEUM OF NAPLES, INC.
THIS AGREEMENT, is made and entered into this 29th day of September, 2009, by and
between the Children's Museum of Naples, Inc., a Florida not-for-profit corporation, hereinafter
referred to as "GRANTEE" and Collier County, a political subdivision of the State of Florida,
hereinafter referred to as "COUNTY".
WHEREAS, the COUNTY has adopted a Tourist Development Plan (hereinafter referred
to as "Plan") funded by proceeds from the Tourist Development Tax; and
WHEREAS, the Plan provides that certain of the revenues generated by the Tourist
Development Tax are to be allocated to acquire, construct, extend, enlarge, remodel, repair,
improve, maintain, operate or promote museums owned and operated by not-for-profit
organizations and open to the public; and
WHEREAS, GRANTEE has applied to the Tourist Development Council and the County
to use Tourist Development Tax funds for GRANTEE'S Grand Opening marketing expenses;
and
WHEREAS, The Tourist Development Council has recommended funding for the
promotion of GRANTEE'S Grand Opening; and
WHEREAS, the Board of County Commissioners has made a finding that GRANTEE
qualifies as a museum; and
WHEREAS, The Collier County Board of County Commissioners has approved the
funding request of the GRANTEE and the Chairman was authorized to execute the Tourism
Agreement.
NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES
PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY
AGREED AS FOLLOWS:
1. SCOPE OF WORK:
(a) In accordance with the authorized expenditures as set forth in the Budget, attached
hereto as Exhibit "F", the GRANTEE shall expend the funds for the promotion of GRANTEE'S
Grand Opening (hereinafter "the Project"), to include, but not be limited to:
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(i) Advertising and promotional expenses in media outside of Collier County to
increase the number of visitors to Collier County.
(ii) The development of a social networking media web site promoting the Grand
Opening of the Children's Museum.
2. PAYMENT:
(a) The amount to be paid under this Agreement shall be a total of Seventy-Five
Thousand Dollars ($75,000). GRANTEE shall be paid in accordance with the fiscal procedures
of the County for the expenditures incurred as described in Paragraph One (1) herein upon
submittal of a Request for Funds on-- the form attached hereto as Exhibit "D" and made a part
hereof, and shall submit vendor invoices and copies of cancelled checks or other evidence of
payment to the Executive Director of the Naples, Marco, Everglades Convention and Visitors
Bureau ("CVB"), or his designee, for review and upon verification by letter from the GRANTEE
that the services or work performed as described in the invoice have been completed or that the
goods have been received and that all vendors have been paid.
(b) The Executive Director of the CVB, or his designee, shall determine that the
invoice payments are authorized and that the goods or services covered by such invoice[ s] have
been provided or performed in accordance with such authorization. The line item budget
attached as Exhibit "F" shall constitute authorization for the expenditure [ s] described in the
invoice[ s].
(c) All expenditures shall be made in conformity with this Agreement.
(d) The COUNTY shall not pay GRANTEE until the Clerk of the Board of County
Commissioners pre-audits all payment invoices in accordance with law.
(e) GRANTEE shall be paid for its actual costs, not to exceed the total amount for
any line item nor the maximum amount budgeted pursuant to the attached "Exhibit F". The
amounts applicable to the various line items of Exhibit "F", subject to the maximum total
amount, may be increased or decreased by up to ten percent (10%) at the discretion of
GRANTEE. Adjustment in excess of ten percent (10%) of any line item may be authorized by
the County Manager or his designee.
(f) All requests for reimbursement must be received by September 30, 2010 to be
eligible for payment.
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3. ELIGIBLE EXPENDITURES:
(a) Only eligible expenditures described in Paragraph One (1) will be paid by
COUNTY.
(b) COUNTY agrees to pay eligible expenditures incurred between October I, 2009
and September 30, 2010.
(c) Any expenditures paid by COUNTY which are later deemed to be ineligible
expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request
to repay said funds.
(d) . COUNTY may request repayment of funas-[or a period of up to three (3) years
after termination of this Agreement or any extension or renewal thereof.
4. INSURANCE:
(a) GRANTEE shall submit a Certificate of Insurance naming the Collier County
Board of County Commissioners and the Tourist Development Council as additional insureds.
,,~. -:' (b) . The certificate of insurance must be valid for the duration of this Agreement, and
be issued by a company licensed in the State of Florida, and provide General Liability Insurance
for no less than the following amounts:
BODILY INJURY LIABILITY $300,000 each claim per person
PROPERTY DAMAGE LIABILITY $300,000 each claim per person
PERSONAL INJURY LIABILITY $300,000 each claim per person
WORKER'S COMPENSATION AND EMPLOYER'S LIABILITY - Statutory
(c) The Certificate of Insurance must be delivered to the Executive Director of the
CVB or his designee with copies of the Agreement executed by GRANTEE. The GRANTEE
shall not commence promotional or advertising activities which are to be funded pursuant to this
Agreement until the Certificate of Insurance has been received by the COUNTY and the
Agreement is fully executed.
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5. REPORTING REQUIREMENTS:
(a) GRANTEE shall provide to County a preliminary status report on the form
attached hereto as Exhibit "A" within thirty (30) days of the effective date of the agreement.
(b) GRANTEE shall provide to County a quarterly interim status report on the form
attached hereto as Exhibit "B".
(c) GRANTEE shall provide to County a final status report on the form attached
hereto as Exhibit "c" no later than October 31,2010.
(d) Each report shall identify the amount spent, the duties performed, the services
provided and the goods delivered since the previous reporting period.
(e) GRANTEE shall take reasonable measures to assure the continued satisfactory
performance of all vendors and subcontractors.
(t) COUNTY may withhold any interim or final payments for failure of GRANTEE
to provide the interim status report or final status report until the County receives the interim
status report or final status report or other report acceptable to the Executive Director of the
CVR
(g) GRANTEE shall request that visitors to the the Children's Museum of Naples
complete the visitor questionnaire attached to this Agreement as Exhibit "E". All completed
visitor questionnaires shall be maintained in accordance with Section 13 of this Agreement.
6. CHOICE OF VENDORS AND FAIR DEALING:
(a) GRANTEE may select vendors or subcontractors to provide services as described
in Paragraph One (1).
(b) COUNTY shall not be responsible for paying vendors and shall not be involved in
the selection of subcontractors or vendors.
(c) GRANTEE agrees to disclose any financial or other relationship between
GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related
employees, agents, officers, directors and/or shareholders.
(d) COUNTY may, in its discretion, object to the reasonableness of expenditures and
require payment if invoices have been paid under this Agreement for unreasonable expenditures.
The reasonableness of the expenditures shall be based on industry standards.
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7. INDEMNIFICATION:
GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and
employees from any and all liabilities, damages, losses and costs, including, but not limited to,
reasonable attorneys' fees and paralegals' fees, to the extent caused by the ~egligence,
recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized
by the GRANTEE in the performance of this Agreement. This indemnification obligation shall
not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be
available to an indemnified party or person described in this paragraph.
8. NOTICES:
All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly ---
served if mailed by registered or certified mail to the GRANTEE at the following address:
Joe Cox, Executive Director
Children's Museum of Naples, Inc.
P.O. Box 2423
Naples, Florida 34106
_.
All notices from the GRANTEE to the COUNTY shall be in writing and deemed duly
served if mailed by registered or certified mail to the COUNTY to:
Jack Wert, Executive Director
Naples, Marco Island, Everglades CVB
2800 N. Horseshoe Drive
Naples, Florida 34104
The GRANTEE and the COUNTY may chan~e the above mailing address at any time
upon giving the other party written notification pursuant to this Section.
9. NO PARTNERSHIP: Nothing herein contained shall be construed as creating a
partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to
constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the
COUNTY.
10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all
matters pertaining to this Agreement and shall provide all information and documentation
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requested by the COUNTY from time to time pertaining to the use of any funds provided
hereunder.
11. TERMINATION:
(a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause
by giving thirty (30) days advance written notice of such termination specifying the effective date
of termination.
(b) If the COUNTY terminates this Agreement, the COUNTY will pay the
GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with
subcontractors and vendors, up to the effective date of the termination so long as such expenses are
eligible.
12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and
accurate accounting records. All revenue related to the Agreement must be recorded, and all
expenditures must be incurred within the term of this Agreement.
13. A V AILABILITY OF RECORDS: GRANTEE shall maintain records, books,
documents, papers and financial information pertaining to work performed under this Agreement
for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized
representatives, shall, until the expiration of three (3) years after final payment under this
Agreement, have access to, and the right to examine and photocopy any pertinent books,
documents, papers, and records of GRANTEE involving any transactions related to this
Agreement.
14. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or
transfer in whole or in part its interest in this Agreement without the prior written consent of the
COUNTY.
15. TERM: This Agreement shall become effective on October 1, 2009 and shall
remain effective for one year until September 30, 2010. Ifthe project is not completed within the
term of this agreement, all unreleased funds shall be retained by the COUNTY. Any extension of
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this agreement beyond the one (1) year term in order to complete the Project must be at the express
consent of the Collier County Board of County Commissioners.
16. The GRANTEE must request any extension of this term in writing at least sixty
(60) days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to
this Agreement to extend the term for an additional one (1) year.
17. EV ALUA TION OF TOURISM IMP ACT: GRANTEE shall monitor and evaluate
the tourism impact of the Project, explaining how the tourism impact was evaluated, providing a
written report to the Executive Director of the CVE or his designee, along with a final budget
analysis by October 31,2010.
18. REQUIRED NOTATION: All promotional literature and media advertising must
prominently list Collier County and the Tourist Development Council as a source of funds and
display the CVB logo and website address to qualify for reimbursement.
19. AMENDMENTS: This Agreement may only be amended by mutual written
agreement of the parties, after review by the Collier County Tourist Development Council if
warranted.
IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an
authorized person or agent, hereunder set their hands and seals on the date and year first above
written.
ATTEST: BOARD OF COUNTY COMMISSIONERS
DWIGHT E. BROCK, Clerk COLLIER COUNTY, FLORIDA
By:
DONNA FIALA, Chairman
Approved as to form and
al sufficiency
lleen Greene
Assistant County Attorney
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WITNESSES: GRANTEE:
(1) CHILDREN'S MUSEUM OF NAPLES, INC.
Printed/Typed Name
(2) BY:
Printed/Typed Name Printed/Typed Name
Printed/Typed Title
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EXHIBIT" A"
Collier County Tourist Development Council
Preliminary Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
--
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
On an attached sheet, answer the (ol/owino Questions and attach it to your aDDlication.
PRELIMINARY INFORMATION:
Is this a first time project? If not, please give details of past projects.
Do you anticipate using area hotels in support of your project?
If so, what are the estimated hotel room nights generated by project?
What is the estimated revenue generated by this project?
What is the estimated number of participants expected to visit the project?
If project planning is in progress, what has been done, what remains to be done, and are there
any problems?
If the project planning has not been started, why?
List any planned out-of-county advertising, marketing, and/or public relations that will be used in
support of the project.
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EXHIBIT "B"
Collier County Tourist Development Council
Interim Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
--
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
On an attached sheet, answer the followina Questions to identify the status of the oroiect.
Submit this report at least auarterlv.
INTERIM - These questions will identify the current status of the project. After the TDC staff
reviews this Interim Status Report, if they feel you are behind schedule on the planning stages,
they will make recommendations to help get the project stay on schedule.
Has the planning of this project started?
At what point are you at with the planning stage for this project? (Percent of completion)
Will any hotels/motels be utilized to support this project?
If so, how many hotel room nights will be utilized?
What is the total dollar amount to date of matching contributions?
What is the status ofthe advertising and promotion for this project?
Have your submitted any advertisements or printed pieces to the TDC staff for approval? Please
supply a sample and indicate the ad schedule.
How has the public interest for this project been up to this point?
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EXHIBIT lie"
Collier County Tourist Development Council
Final Status Report
EVENT NAME:
REPORT DATE:
--
ORGANIZATION:
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina auestions for each element in your scooe of work.
Final- These questions should be answered for your final status report.
Was this a first time project? If not, how many times has this event taken place?
What hotels/motels were utilized to support the project and how many?
What is the total revenue generated for this event?
Total expenses. (Have all vendors been paid?)
List the vendors that have been paid, if not, what invoices are still outstanding and why?
What is the number of participants that visited the project?
What is the percentage of the total participants from out of Collier County?
What problems occurred if any during the project event?
List any out-of-county- advertising, marketing, and/or public relations that was used to support
the project and attach samples.
How could the project been improved or expanded?
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EXHIBIT "0"
REQUEST FOR FUNDS
COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL
EVENT NAME
ORGANIZATION
ADDRESS
CONTACT PERSON TELEPHONE ( )
-.
REQUEST PERIOD FROM TO REQUEST #
( ) INTERIM REPORT ( ) FINAL REPORT
TOTAL CONTRACT AMOUNT $
EXPENSE BUDGET REIMBURSEMENT REQUESTED
TOTALS
NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in your
application. Copies of paid invoices, cancelled checks, tear sheets, printed samples or other backup information
to substantiate payment must accompany request for funds. The following will not be accepted for payments:
statements in place of invoices; checks or invoices not dated; tear sheets without date, company or
organizations name. A tear sheet is required for each ad for each day or month of publication. A proof of an ad
will not be accepted.
Each additional request for payment subsequent to the first request, Grantee is required to submit verification
in writing that all subcontractors and vendors have been paid for work and materials previously performed or
received prior to receipt of any further payments.
If project budget has specific categories with set dollar limits, the Grantee is required to include a spreadsheet
to show which category each invoice is being paid from and total of category before payment can be made to
Grantee. Organizations receiving funding should take into consideration that it will take a maximum of 45 days
for the County to process a check.
Furnishing false information may constitute a violation of applicable State and Federal laws.
CERTIFICATION OF FINANCIAL OFFICER: I certify that the above information is correct based on our official
accounting system and records, consistently applied and maintained and that the cost shown have been made
for the purpose of and in accordance with, the terms of the contract. The funds requested are for
reimbursement of actual cost made during this time period.
SIGNATURE TITLE
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EXHIBIT "E"
Naples @
Marco Island
~
Everglades VISITOR QUESTIONNAIRE
P/4,AAOI61!: COAST'"
Welcome to the Paradise Coast SM. Thank you for choosing this area for your visit. Please take
a few minutes to complete the following questions so that we can better serve the needs of
future visitors to Florida's Last Paradise SM. PLEASE REFER TO OUR PARADISE COAST BROCHURES FOR
THE LOCATION OF ALL AREA ATTRACTIONS.
NAME: --
ADDRESS: CITY ST ZIP
DATE OF ARRIVAL: DATE OF DEPARTURE:
WHERE ARE YOU HOTEL/RESORT FRIENDS/FAMIL V CONDOMINIUM
STAYING?
NAME OF HOTEL AND CITY/AREA:
NAME OF CONDOMINIUM/TIMESHARE:
# OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAVING IN COLLIER COUNTY =
HOW DID YOU SELECT THE HOTEL/CONDOMINIUM?
INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT ( )
OTHER:
NUMBER OF MEALS YOU & YOUR GROUP WILL EAT OUT:
Number of people in your party = _
Number of days of your visit = -
Number of meals eaten out each day =
PLANNED AREA ACTIVITIES: (Please circle all that apply)
ARTS & CULTURE WATER SPORTS NATURE FAMILY ATTRACTIONS
von Liebig Art Center Beaches Everglades Tour Naples Zoo
Naples Museum of Art Naples Pier County Parks Naples Botanical Garden
Sugden Theatre Shelling National Park Fun 'n Sun Water Park
Naples Philharmonic Fishing State Parks Swamp Buggy Race
Art Galleries Boating Corkscrew Swamp Mini Golf
Other Kayaking Conservancy of SW FL King Richard's Fun Park
Other Lake Trafford Other
Other
SHOPPING AND DINING SIGHTSEEING RELAXATION &
Fifth Avenue South Lunch/Dinner Cruise/ ENTERTAINMENT
Third Street South Sunset Cruise Golf
Waterside Shops City Trolley Tour Spa
Venetian Bay Everglades Tour Shelling
Bayfront Segway Tour Seminole Casino
Tin City Dolphin Cruise Lounges & Clubs
Prime Outlets Other Music
Other Other
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Children's Museum of Naples, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 19 of 129
EXHIBIT "F"
Children's Museum of Naples, Inc.
Project Budget
Fundina - Not to Exceed
-
Grand Opening Marketing Campaign $75.000
Total: $75,000
09-5321 14
Children's Museum of Naples, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 20 of 129
2010 TOURISM AGREEMENT BETWEEN
COLLIER COUNTY AND THE HOLOCAUST MUSEUM OF SOUTHWEST FLORIDA
THIS AGREEMENT is made and entered into this 29th day of September, 2009, by and
between the Holocaust Museum of Southwest Florida, a Florida not-for-profit corporation,
hereinafter referred to as "GRANTEE" and Collier County, a political subdivision of the State of
Florida, hereinafter referred to as "COUNTY".
WHEREAS, the COUNTY has adopted a Tourist Development Plan (hereinafter referred
to as "Plan") funded by proceeds from the Tourist Development Tax; and
WHEREAS, the Plan provides that certain of the revenues generated by the Tourist
Development Tax are to be allocated to acquire, construct, extend, enlarge, remodel, repair,
improve, maintain, operate or promote museums owned and operated by not-for-profit
organizations and open to the public; and
WHEREAS, GRANTEE has applied to the Tourist Development Council and the County
to use Tourist Development Tax funds to continue to keep the Boxcar Exhibit in the public eye
through public relations efforts; and '"~.
WHEREAS, the Tourist Development Council has recommended funding to promote the
museum's Boxcar Exhibit out of market public relations; and
WHEREAS, the Board of County Commissioners has made a finding that GRANTEE
qualifies as a museum; and
WHEREAS, The Collier County Board of County Commissioners has approved the
funding request of the GRANTEE and the Chairman was authorized to execute the Tourism
Agreement.
NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES
PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY
AGREED AS FOLLOWS:
1. SCOPE OF WORK:
(a) In accordance with the authorized expenditures as set forth in the Budget, attached
hereto as Exhibit "F", the GRANTEE shall expend the funds to promote its exhibits out of
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Holocaust Museum of SW Florida
Agenda Item No. 16F3
September 29,2009
Page 21 of 129
market (hereinafter "the Project"), to include, but not be limited to, out of Collier County
advertising costs, website upgrades, and promotional print materials.
2. PAYMENT:
(a) The maximum amount to be .paid under this Agreement shall be a total of Eighty
Thousand Dollars ($80,000). GRANTEE shall be paid in accordance with fiscal procedures of
the County for the expenditures incurred as described in Paragraph One (1) herein upon submittal
of a Request for Funds on the form attached hereto as Exhibit "D" and made a part hereof, and
shall submit vendor invoices and copes of cancelled checks or other evidence of payment to the
Executive Director of the Naples, Marco, Everglades Convention and Visitors Bureau ("CVB"),
or his designee, for review and upon verification by letter from the GRANTEE that the services
or work performed as described in the invoice have been completed or that the goods have been
received and that all vendors have been paid.
(b) The Executive Director of the CVB or his designee shall determine that the
invoice payments are authorized and that the goods or services covered by such invoice[s] have
been provided or performed in accordance with such authorization. The line item budget
attached as Exhibit "F" shall constitute authorization for the expenditure [ s] described in the
invoice[ s].
(c) All expenditures shall be made in conformity with this Agreement.
(d) The COUNTY shall not pay GRANTEE until the Clerk of the Board of County
Commissioners pre-audits all payment invoices in accordance with law.
(e) GRANTEE shall be paid for its actual costs, not to exceed the total amount for
any line item nor the maximum amount budgeted pursuant to the attached "Exhibit F". The
amounts applicable to the various line items of Exhibit "F", subject to the maximum total
amount, may be increased or decreased by up to ten percent (10%) at the discretion of
GRANTEE. Adjustment in excess of ten percent (10%) of any line item may be authorized by
the County Manager or his designee.
(f) All requests for reimbursement must be received prior to September 30,2010 to be
eligible for payment.
3. ELIGIBLE EXPENDITURES:
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Holocaust Museum of SW Florida
Agenda Item No. 16F3
September 29, 2009
Page 22 of 129
(a) Only eligible expenditures described in Paragraph One (1) will be paid by
COUNTY.
(b) COUNTY agrees to pay eligible expenditures incurred between October 1, 2009
and September 30, 2010.
(c) Any expenditures paid by COUNTY which are .later deemed to be ineligible
expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request
to repay said funds.
(d) COUNTY may request repayment of funds for a period of up to three (3) years
after termination of this Agreement or any extension or renewal thereof.
4. INSURANCE:
(a) GRANTEE shall submit a Certificate of Insurance naming Collier County Board
of County Commissioners and the Tourist Development Council as additional insureds.
(b) The certificate of insurance must be valid for the duration of this Agreement, and
be issued by a company licensed in the State of Florida, and provide General Liability Insurance
for no less than the following amounts:
BODILY INJURY LIABILITY $300,000 each claim per person
PROPERTY DAMAGE LIABILITY $300,000 each claim per person
PERSONAL INJURY LIABILITY $300,000 each claim per person
WORKER'S COMPENSATION AND EMPLOYER'S LIABILITY - Statutory
(c) The Certificate of Insurance must be delivered to the Executive Director of the
CVB, or his designee, with the executed Agreement. The GRANTEE shall not commence
promotional or advertising activities which are to be funded pursuant to this Agreement until the
Certificate of Insurance has been received by the COUNTY and the Agreement is fully executed.
5. REPORTING REQUIREMENTS:
(a) GRANTEE shall provide to County a preliminary status report on the form
attached hereto as Exhibit "A" within thirty (30) days of the effective date of the agreement.
(b) GRANTEE shall provide to County a quarterly interim status report on the form
attached hereto as Exhibit "B".
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Holocaust Museum of SW Florida
Agenda Item No. 16F3
September 29,2009
Page 23 of 129
(c) GRANTEE shall provide to County a final status report on the form attached
hereto as Exhibit "C" no later than October 31, 2010.
(d) Each report shall identify the amount spent, the duties performed, the services
provided and the goods delivered since the previous reporting period.
(e) .GRANTEE shall take reasonable measures to assure the continued satisfactory
performance of all vendors and subcontractors.
(f) COUNTY may withhold any interim or final payments for failure of GRANTEE
to provide the interim status report or final status report until the County receives the interim
status report or final status report or other report acceptable to the Executive Director of the
CVB.
- (g) GRANTEE shall request that visitors to the Holocaust MuseUm of Southwest
Florida complete the visitor questionnaire attached to this Agreement as Exhibit "E". All
completed visitor questionnaires shall be maintained in accordance with Section 13 of this
Agreement.
6. CHOICE OF VENDORS AND FAIR DEALING:
(a) GRANTEE may select vendors or subcontractors to provide services as described
in Paragraph One (1).
(b) COUNTY shall not be responsible for paying vendors and shall not be involved in
the selection of subcontractors or vendors.
(c) GRANTEE agrees to disclose any financial or other relationship between
GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related
employees, agents, officers, directors and/or shareholders.
(d) COUNTY may, in its discretion, object to the reasonableness of expenditures and
require payment if invoices have been paid under this Agreement for unreasonable expenditures.
The reasonableness of the expenditures shall be based on industry standards.
7. INDEMNIFICATION:
GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and
employees from any and all liabilities, damages, losses and costs, including, but not limited to,
reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence,
recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized
by the GRANTEE in the performance of this Agreement. This indemnification obligation shall
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Holocaust Museum of SW Florida
Agenda Item No. 16F3
September 29, 2009
Page 24 of 129
not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be
available to an indemnified party or person described in this paragraph.
8. NOTICES:
All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly
served if mailed by registered or certified mail to the GRANTEE at the following address:
Godfrey Levy, Acting Executive Director
Holocaust Museum of Southwest Florida
4760 Tamiami Trail North, Suite 7
Naples, FL 34103
Allnotices from the GRANTEE to the COUNTY shall be in writing and deemed duly
served if mailed by registered or certified mail to the COUNTY to:
Jack Wert, Executive Director
Naples, Marco Island, Everglades CVB
2800 N. Horseshoe Drive
Naples, Florida 34104
-
The GRANTEE and the COUNTY may change the above mailing address at any time
upon giving the other party written notification pursuant to this Section.
9. NO PARTNERSHIP: Nothing herein contained shall be construed as creating a
partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to
constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the
COUNTY.
10. COOPERA nON: GRANTEE shall fully cooperate with the COUNTY in all
matters pertaining to this Agreement and shall provide all information and documentation
requested by the COUNTY from time to time pertaining to the use of any funds provided
hereunder.
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Holocaust Museum of SW Florida
Agenda Item No. 16F3
September 29, 2009
Page 25 of 129
11. TERMINA nON:
(a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause
by giving thirty (30) days advance written notice of such termination specifying the effective date
of termination.
(b) If the COUNTY terminates this Agreement, the COUNTY will pay the
GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with
subcontractors and vendors, up to the effective date of the termination so long as such expenses are
eligible.
12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and
accurate accounting records. All. revenue related to the Agreement. must be recorded, and all
expenditures must be incurred within the term of this Agreement.
13. AVAILABILITY OF RECORDS: GRANTEE shall maintain records, books,
documents, papers and financial information pertaining to work performed under this Agreement
for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized
representatives, shall, until the expiration of three (3) years after final payment under this
Agreement, have access to, and the right to examine and photocopy any pertinent books,
documents, papers, and records of GRANTEE involving any transactions related to this
Agreement.
14. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or
transfer in whole or in part its interest in this Agreement without the prior written consent of the
COUNTY.
15. TERM: This Agreement shall become effective on October 1, 2009 and shall
remain effective for one year until September 30, 2010. Ifthe project is not completed within the
term of this agreement, all unreleased funds shall be retained by the COUNTY. Any extension of
this agreement beyond the one (1) year term in order to complete the Project must be at the express
consent of the Collier County Board of County Commissioners.
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Holocaust Museum of SW Florida
Agenda Item No. 16F3
September 29, 2009
Page 26 of 129
16. The GRANTEE must request any extension of this term in writing at least sixty
(60) days prior to the expiration of this Agreement. and the COUNTY may agree by amendment to
this Agreement to extend the term for an additional one (1) year.
17. EVALUATION OF TOURISM IMPACT: GRANTEE shall monitor and evaluate
the tourism impact of the Project, explaining how the tourism impact was evaluated, providing a
M'itten report to the Executive Director of the CVB or his designee. along with a final budget
analysis by October 31.2010.
i
18. REQUIRED NOT AnON: All promotional literature and media advertising must
prominently list Collier County and the Tourist Development Council as a source of funding and
-
display the CVB logo with website address to qualifY for reimbursement..
19. AMENDMENTS: This Agreement may only be amended by mutual written
agreement of the parties. after review by the Collier County Tourist Development Council if
warranted.
IN WITNESS WHEREOF. the GRANTEE and COUNTY have respectively. by an
authorized person or agent. hereunder set their hands and seals on the date and year fIrst above
written.
ATTEST: BOARD OF COUNTY COMMISSIONERS
DWIGHT E. BROCK, Clerk COLLIER COUNTY, FLORIDA
By:
DONNA FIALA, Chairman
Print Name
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Holocaust Museum of SW Florida
Agenda Item No. 16F3
September 29, 2009
Page 27 of 129
WITNESSES: GRANTEE:
(1) HOLOCAUST MUSEUM OF SOUTHWEST FLORIDA
Printed/Typed Name
(2) BY:
Printed/Typed Name Printed/Typed Name
-
PrintedlTyped Title
09-5321 8
Holocaust Museum of SW Florida
Agenda Item No. 16F3
September 29,2009
Page 28 of 129
EXHIBIT "A"
Collier County Tourist Development Council
Preliminary Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE: -
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet. answer the followina Questions and attach it to your
application.
PRELIMINARY INFORMATION:
Is this a first time project? If not, please give details of past projects.
Do you anticipate using area hotels in support of your project?
If so, what are the estimated hotel room nights generated by project?
What is the estimated revenue generated by this project?
What is the estimated number of participants expected to visit the project?
If project planning is in progress, what has been done, what remains to be done, and are
there any problems?
If the project planning has not been started, why?
09-5321 9
Holocaust Museum of SW Florida
. ~--_.__.-
Agenda Item No. 16F3
September 29,2009
Page 29 of 129
List any planned out-of-county advertising, marketing, and/or public relations that will be
used in support of the project.
EXHIBIT "B"
Collier County Tourist Development Council
Interim Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet. answer the followina Questions to identify the status of the
proiect. Submit this report at least Quarter Iv.
INTERIM - These questions will identify the current status of the project. After the TDC
staff reviews this Interim Status Report, if they feel you are behind schedule on the
planning stages, they will make recommendations to help get the project stay on schedule.
Has the planning of this project started?
At what point are you at with the planning stage for this project?
(Percent of completion)
Will any hotels/motels be utilized to support this project?
If so, how many hotel room nights will be utilized?
What is the total dollar amount to date of matching contributions?
What is the status of the advertising and promotion for this project?
Have your submitted any advertisements or printed pieces to the TDC staff for approval?
Please supply a sample and indicate the ad schedule.
09-5321 10
Holocaust Museum of SW Florida
Agenda Item No. 16F3
September 29, 2009
Page 30 of 129
How has the public interest for this project been up to this point?
09-5321 11
Holocaust Museum of SW Florida
Agenda Item No. 16F3
September 29, 2009
Page 31 of 129
EXHIBIT "e"
Collier County Tourist Development Council
Final Status .Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the following Questions for each element in your
scope of work.
Final - These questions should be answered for your final status report.
Was this a first time project? If not, how many times has this event taken place?
What hotels/motels were utilized to support the project and how many?
What is the total revenue generated for this event?
Total expenses. (Have all vendors been paid?)
List the vendors that have been paid, if not, what invoices are still outstanding and why?
What is the number of participants that visited the project?
What is the percentage of the total participants from out of Collier County?
What problems occurred if any during the project event?
List any out-of-county- advertising, marketing, and/or public relations that was used to
support the project and attach samples.
How could the project been improved or expanded?
09-5321 12
Holocaust Museum of SW Florida
Agenda Item No. 16F3
September 29, 2009
Page 32 of 129
EXHIBIT "0"
REQUEST FOR FUNDS
COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL
EVENT NAM E
ORGANIZATION
ADDRESS
CONTACT PERSON TELEPHONE ( )
REQUEST PERIOD FROM TO
REQUEST#
--
( ) INTERIM REPORT ( ) FINAL REPORT
TOTAL CONTRACT AMOUNT $
EXPENSE BUDGET REIMBURSEMENT REQUESTED
TOTALS
NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in
your application. Copies of paid invoices, cancelled checks, tear sheets, printed samples or other
backup information to substantiate payment must accompany request for funds. The following
will not be accepted for payments: statements in place of invoices; checks or invoices not dated;
tear sheets without date, company or organizations name. A tear sheet is required for each ad for
each day or month of publication. A proof of an ad will not be accepted.
Each additional request for payment subsequent to the first request, Grantee is required to submit
verification in writing that all subcontractors and vendors have been paid for work and materials
previously performed or received prior to receipt of any further payments.
If project budget has specific categories with set dollar limits, the Grantee is required to include a
spreadsheet to show which category each invoice is being paid from and total of category before
payment can be made to Grantee. Organizations receiving funding should take into consideration
that it will take a maximum of 45 days for the County to process a check.
Furnishing false information may constitute a violation of applicable State and Federal laws.
CERTIFICATION OF FINANCIAL OFFICER: I certify that the above information is correct based on
our official accounting system and records, consistently applied and maintained and that the cost
shown have been made for the purpose of and in accordance with, the terms of the contract. The
funds requested are for reimbursement of actual cost made during this time period.
SIGNATURE TITLE
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Holocaust Museum of SW Florida
Agenda Item No. 16F3
September 29, 2009
Page 33 of 129
EXHIBIT "E"
Naples @
Marco Island
~
Everglades VISITOR QUESTIONNAIRE
PAAADISE COAST"
Welcome to the Paradise Coast SM. Thank you for choosing this area for your visit.
Please take a few minutes to complete the following questions so that we can
better serve the needs of future visitors to Florida's Last Paradise SM. PLEASE
REFER TO OUR PARADISE COAST BROCHURES FOR THE LOCATION OF ALL AREA
ATTRACTIONS.
NAME: ---
ADDRESS: CITY ST ZIP
DATE OF ARRIVAL: DATE OF DEPARTURE:
WHERE ARE YOU HOTEL/RESORT FRIENDS/FAMILY CONDOMINIUM
STAYING?
NAME OF HOTEL AND CITY/AREA:
NAME OF CONDOMINIUMITIMESHARE:
# OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAYING IN COLLIER COUNTY =
HOW DID YOU SELECT THE HOTEL/CONDOMINIUM?
INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT ( )
OTHER:
NUMBER OF MEALS YOU & YOUR GROUP WILL EAT OUT:
Number of people in your party = _
Number of days of your visit = -
Number of meals eaten out each day =
PLANNED AREA ACTIVITIES: (Please circle all that apply)
ARTS & CUL TURE WATER SPORTS NATURE FAMILY ATTRACTIONS
von Liebig Art Center Beaches Everglades Tour Naples Zoo
Naples Museum of Art Naples Pier County Parks Naples Botanical Garden
Sugden Theatre Shelling National Park Fun 'n Sun Water Park
Naples Philharmonic Fishing State Parks Swamp Buggy Race
Art Galleries Boating Corkscrew Swamp Mini Golf
Other Kayaking Conservancy of SW King Richard's Fun Park
Other FL Other
Lake Trafford
Other
SHOPPING AND DINING SIGHTSEEING RELAXATION &
Fifth Avenue South Lunch/Dinner Cruisel ENTERTAINMENT
Third Street South Sunset Cruise Golf
Waterside Shops City Trolley Tour Spa
Venetian Bay Everglades Tour Shelling
Bayfront Segway Tour Seminole Casino
Tin City Dolphin Cruise Lounges & Clubs
Prime Outlets Other Music
Other Other
09-5321 14
Holocaust Museum of SW Florida
Agenda Item No. 16F3
September 29, 2009
Page 34 of 129
EXHIBIT "F"
Holocaust Museum of Southwest Florida
Project Budget
Fundina - Not to Exceed
Promote Boxcar Exhibit out of market, $80,000
to include, but not be limited to, printing
and distribution of promotional pieces
including creative design, printing, copying,
advertising and distribution of direct
mail
Total: $80,000
09-5321 15
Holocaust Museum of SW Florida
~-
Agenda Item No. 16F3
September 29, 2009
Page 35 of 129
2010 TOURISM AGREEMENT BETWEEN
COLLIER COUNTY AND THE MARCO ISLAND HISTORICAL SOCIETY, INC.
THIS AGREEMENT is made and entered into this 29th day of September, 2009, by and
between the Marco Island Historical Society, Inc. a Florida not-for-profit corporation, hereinafter
referred to as "GRANTEE" and Collier County, a political subdivision of the State of Florida,
hereinafter referred to as "COUNTY".
WHEREAS, the COUNTY has adopted a Tourist Development Plan (hereinafter referred
to as "Plan") funded by proceeds from the Tourist Development Tax; and
WHEREAS, the Plan provides that certain of the revenues generated by the Tourist
Development Tax are to be allocated to acquire, construct, extend, enlarge, remodel, repair,
improve, maintain, operate or promote museums owned and operated by not-for-profit
organizations and open to the public; and
WHEREAS, GRANTEE has applied to the Tourist Development Council and the County
to use Tourist Development Tax funds to construct displays and exhibits for the Museum; and
WHEREAS, the Tourist Development Council has recommended the funding for the
design and construction of exhibits for the museum which will be open for the community to use
for local programs; and
WHEREAS, the Board of County Commissioners has made a finding that GRANTEE
qualifies as a museum; and
WHEREAS, The Collier County Board of County Commissioners has approved the
funding request of the GRANTEE and the Chairman was authorized to execute the Tourism
Agreement.
NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES
PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY
AGREED AS FOLLOWS:
1. SCOPE OF WORK:
(a) In accordance with the authorized expenditures as set forth in the Budget, attached
hereto as Exhibit "F", the GRANTEE shall expend the funds for the design and construction of
displays and exhibits (hereinafter "the Project"), to be housed in the Museum complex.
09-5321 1
Marco Island Historical Society, Inc.
Agenda Item No. 16F3
September 29,2009
Page 36 of 129
2. PAYMENT:
(a) The maximum amount to be paid under this Agreement shall be a total of One
Hundred Thousand Dollars ($100,000). GRANTEE shall be paid in accordance with fiscal
procedures of the County for the.expenditures incurred as described in Paragraph One (1) herein
upon submittal of a request for funds on the form attached hereto as Exhibit "D" and made a part
hereof, and shall submit vendor invoices and copies of cancelled checks or other evidence of
payment to the Executive Director of the Naples, Marco, Everglades Convention and Visitors
Bureau ("CVB"), or his designee, for review and upon verification by letter from the GRANTEE
that the services or work performed as described in the invoice have been completed or that the
goods have been received and that all vendors have been paid. -
(b) The Executive Director of the CVB or his designee shall determine that the
invoice payments are authorized and that the goods or services covered by such invoice[ s] have
been provided or performed in accordance with such authorization. The line item budget
attached as Exhibit "F" shall. constitute authorization for the expenditure [ s] described in the
invoice[ s].
(c) All expenditures shall be made in conformity with this Agreement.
(d) The COUNTY shall not pay GRANTEE until the Clerk of the Board of County
Commissioners pre-audits all payment invoices in accordance with law.
(e) GRANTEE shall be paid for its actual costs, not to exceed the total amount for
any line item nor the maximum amount budgeted pursuant to the attached "Exhibit F". The
amounts applicable to the various line items of Exhibit "F", subject to the maximum total
amount, may be increased or decreased by up to ten percent (10%) at the discretion of
GRANTEE. Adjustment in excess of ten percent (10%) of any line item may be authorized by
the County Manager or his designee.
(f) All requests for reimbursement must be received prior to September 30,2010 to be
eligible for payment.
3. ELIGIBLE EXPENDITURES:
(a) Only eligible expenditures described in Paragraph One (1) will be paid by
COUNTY.
09-5321 2
Marco Island Historical Society, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 37 of 129
(b) COUNTY agrees to pay eligible expenditures incurred between October 1, 2009
and September 30, 20 1 O.
(c) Any expenditures paid by COUNTY which are later deemed to be ineligible
expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request
to repay said funds.
(d) COUNTY may request repayment of funds for a period of up to three (3) years
after termination of this Agreement or any extension or renewal thereof.
4. INSURANCE:
(a) GRANTEE shall submit a Certificate of Insurance naming Collier County Board
of County Commissioners and the Tourist Development Council as additional insureds. -
(b) The certificate of insurance must be valid for the duration of this Agreement, and
be issued by a company licensed in the State of Florida, and provide General Liability Insurance
for no less than the following amounts:
BODILY INJURY LIABILITY $300,000 each claim per person
PROPERTY DAMAGE LIABILITY $300,000 each claim per person
PERSONAL INJURY LIABILITY $300,000 each claim per person
WORKER'S COMPENSATION AND EMPLOYER'S LIABILITY - Statutory
(c) The Certificate of Insurance must be delivered to the Executive Director of the
CVB, or his designee, with the executed Agreement. The GRANTEE shall not commence
promotional or advertising activities which are to be funded pursuant to this Agreement until the
Certificate of Insurance has been received by the COUNTY and the Agreement is fully executed.
5. REPORTING REQUIREMENTS:
(a) GRANTEE shall provide to County a preliminary status report on the form
attached hereto as Exhibit "A" within thirty (30) days of the effective date of the agreement.
(b) GRANTEE shall provide to County a quarterly interim status report on the form
attached hereto as Exhibit "B".
(c) GRANTEE shall provide to County a final status report on the form attached
hereto as Exhibit "C" no later than October 31, 2010.
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Marco Island Historical Society, Inc.
Agenda Item No. 16F3
September 29,2009
Page 38 of 129
(d) Each report shall identify the amount spent, the duties performed, the services
provided and the goods delivered since the previous reporting period.
(e) GRANTEE shall take reasonable measures to assure the continued satisfactory
performance of all vendors and subcontractors.
(f) COUNTY may withhold any interim or final payments for failure of GRANTEE
to provide the interim status report or final status report until the County receives the interim
status report or final status report or other report acceptable to the Executive Director of the
CVB.
(g) GRANTEE shall request that visitors to the Marco Island Historical Society, Inc.
complete the visitor questionnaire attached to this Agreement as Exhibit "E". All completed
visitor questionnaires shall be maintained in accordance with Section' 13 of this Agreement.
6. CHOICE OF VENDORS AND FAIR DEALING:
(a) GRANTEE may select vendors or subcontractors to provide services as described
in Paragraph One (1).
(b) COUNTY shall not be responsible for paying vendors and shall not be involved in
the selection of subcontractors or vendors.
(c) GRANTEE agrees to disclose any financial or other relationship between
GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related
employees, agents, officers, directors and/or shareholders.
(d) COUNTY may, in its discretion, object to the reasonableness of expenditures and
require payment if invoices have been paid under this Agreement for unreasonable expenditures.
The reasonableness of the expenditures shall be based on industry standards.
7. INDEMNIFICATION:
GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and
employees from any and all liabilities, damages, losses and costs, including, but not limited to,
reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence,
recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized
by the GRANTEE in the performance of this Agreement. This indemnification obligation shall
not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be
available to an indemnified party or person described in this paragraph.
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Agenda Item No. 16F3
September 29,2009
Page 39 of 129
8. NOTICES:
All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly
served if mailed by registered or certified mail to the GRANTEE at the following address:
Darcie Guerin, President
Marco Island Historical Society, Inc.
168 Royal Palm Drive
Marco Island, FL 34145
All notices from the GRANTEE to the COUNTY shall be in writing and deemed duly
served if mailed by registered or certified mail to the COUNTY to:
Jack Wert, Executive Director
Naples, Marco Island, Everglades CVB
2800 N. Horseshoe Drive
Naples, Florida 34104
The GRANTEE and the COUNTY may change the above mailing address at any time
upon giving the other party written notification pursuant to this Section.
9. NO PARTNERSHIP: Nothing herein contained shall be construed as creating a
partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to
constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the
COUNTY.
10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all
matters pertaining to this Agreement and shall provide all information and documentation
requested by the COUNTY from time to time pertaining to the use of any funds provided
hereunder.
II. TERMINATION:
(a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause
by giving thirty (30) days advance written notice of such termination specifying the effective date
of termination.
(b) If the COUNTY terminates this Agreement, the COUNTY will pay the
GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with
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Agenda Item No. 16F3
September 29, 2009
Page 40 of 129
subcontractors and vendors, up to the effective date of the termination so long as such expenses are
eligible.
12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and
accurate accounting records. All revenue related to the Agreement must be recorded, and all
expenditures must be incurred within the term of this Agreement.
13. A V AILABILITY OF RECORDS: GRANTEE shall maintain records, books,
documents, papers and financial information pertaining to work performed under this Agreement
for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized
representatives, shall, until the expiration of three (3) years after final payment under this
Agreement, have access to, and the right to examine and photocopy any pertinent books,
documents, papers, and records of GRANTEE involving any transactions related to this
Agreement.
14. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or
transfer in whole or in part its interest in this Agreement without the prior written consent of the
COUNTY.
15. TERM: This Agreement shall become effective on October 1, 2009 and shall
remain effective for one year until September 30, 2010. Ifthe project is not completed within the
term of this agreement, all unreleased funds shall be retained by the COUNTY. Any extension of
this agreement beyond the one (1) year term in order to complete the Project must be at the express
consent of the Collier County Board of County Commissioners.
16. The GRANTEE must request any extension of this term in writing at least sixty
(60) days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to
this Agreement to extend the term for an additional one (1) year.
17. EV ALUA TION OF TOURISM IMP ACT: GRANTEE shall monitor and evaluate
the tourism impact of the Project, explaining how the tourism impact was evaluated, providing a
written report to the Executive Director of the CVB or his designee, along with a final budget
analysis by October 31,2010.
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Agenda Item No. 16F3
September 29, 2009
Page 41 of 129
18. REOillRED NOT AnON: All promotional literature and media advertising must
prominently list Collier County and the Tourist Development Council as a source of funding and
display the CVB Logo with website address to qualify for reimbursement.
19. AMENDMENTS: This Agreement may only be amended by mutual written
agreement of the parties, after review by the Collier County Tourist Development Council if
warranted.
IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an
authorized person or agent, hereunder set their hands and seals on the date and year first above
written.
ATTEST: BOARD OF COUNTY COMMISSIONERS
DWIGHT E. BROCK, Clerk COLLIER COUNTY, FLORIDA
By:
DONNA FIALA, Chairman
Approved as to form and
egal sufficiency
~
oUeen Greene
Assistant County Attorney
WITNESSES: GRANTEE:
(1) MARCO ISLAND HISTORICAL SOCIETY, INC.
Printed/Typed Name
(2) BY:
Printed/Typed Name Printed/Typed Name
Printed/Typed Title
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Agenda Item No. 16F3
September 29, 2009
Page 42 of 129
EXHIBIT" A"
Collier County Tourist Development Council
Preliminary Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina Questions and attach it to your
application.
PRELIMINARY INFORMATION:
Is this a first time project? If not, please give details of past projects.
Do you anticipate using area hotels in support of your project?
If so, what are the estimated hotel room nights generated by project?
What is the estimated revenue generated by this project?
What is the estimated number of participants expected to visit the project?
If project planning is in progress, what has been done, what remains to be done, and are
there any problems?
If the project planning has not been started, why?
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Marco Island Historical Society, Inc.
,.~.
Agenda Item No. 16F3
September 29, 2009
Page 43 of 129
List any planned out-of-county advertising, marketing, and/or public relations that will be
used in support of the project.
EXHIBIT "B"
Collier County Tourist Development Council
Interim Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
-
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet. answer the followina auestions to identify the status of the
proiect. Submit this report at least auarterlv.
INTERIM - These questions will identify the current status of the project. After the TDC
staff reviews this Interim Status Report, if they feel you are behind schedule on the
planning stages, they will make recommendations to help get the project stay on schedule.
Has the planning of this project started?
At what point are you at with the planning stage for this project?
(Percent of completion)
Will any hotels/motels be utilized to support this project?
If so, how many hotel room nights will be utilized?
What is the total dollar amount to date of matching contributions?
What is the status of the advertising and promotion for this project?
Have your submitted any advertisements or printed pieces to the TDC staff for approval?
Please supply a sample and indicate the ad schedule.
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Agenda Item No. 16F3
September 29, 2009
Page 44 of 129
How has the public interest for this project been up to this point?
-
-
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Agenda Item No. 16F3
September 29, 2009
Page 45 of 129
EXHIBIT "e"
Collier County Tourist Development Council
Final Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
-
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet. answer the followina Questions for each element in your
scope of work.
Final- These questions should be answered for your final status report.
Was this a first time project? If not, how many times has this event taken place?
What hotels/motels were utilized to support the project and how many?
What is the total revenue generated for this event?
Total expenses. (Have all vendors been paid?)
List the vendors that have been paid, if not, what invoices are still outstanding and why?
What is the number of participants that visited the project?
What is the percentage of the total participants from out of Collier County?
What problems occurred if any during the project event?
List any out-of-county- advertising, marketing, and/or public relations that was used to
support the project and attach samples.
How could the project been improved or expanded?
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Agenda Item No. 16F3
September 29. 2009
Page 46 of 129
EXHIBIT "0"
REQUEST FOR FUNDS
COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL
EVENT NAM E
ORGANIZATION
ADDRESS
CONTACT PERSON TELEPHONE ( )
REQUEST PERIOD FROM TO
REQUEST#
--
( ) INTERIM REPORT ( ) FINAL REPORT
TOTAL CONTRACT AMOUNT $
EXPENSE BUDGET REIMBURSEMENT REQUESTED
TOTALS
NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in
your application. Copies of paid invoices, cancelled checks, tear sheets, printed samples or other
backup information to substantiate payment must accompany request for funds. The following
will not be accepted for payments: statements in place of invoices; checks or invoices not dated;
tear sheets without date, company or organizations name. A tear sheet is required for each ad for
each day or month of publication. A proof of an ad will not be accepted.
Each additional request for payment subsequent to the first request, Grantee is required to submit
verification in writing that all subcontractors and vendors have been paid for work and materials
previously performed or received prior to receipt of any further payments.
If project budget has specific categories with set dollar limits, the Grantee is required to include a
spreadsheet to show which category each invoice is being paid from and total of category before
payment can be made to Grantee. Organizations receiving funding should take into consideration
that it will take a maximum of 45 days for the County to process a check.
Furnishing false information may constitute a violation of applicable State and Federal laws.
CERTIFICATION OF FINANCIAL OFFICER: I certify that the above information is correct based on
our official accounting system and records, consistently applied and maintained and that the cost
shown have been made for the purpose of and in accordance with, the terms of the contract. The
funds requested are for reimbursement of actual cost made during this time period.
SIGNATURE TITLE
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Marco Island Historical Society, Inc.
Agenda Item No. 16F3
September 29,2009
Page 47 of 129
EXHIBIT "E"
Naples @
Marco Island
~
Everglades VISITOR QUESTIONNAIRE
PA.RADISE COAST~
Welcome to the Paradise Coast SM. Thank you for choosing this area for your visit.
Please take a few minutes to complete the following questions so that we can
better serve the needs of future visitors to Florida's Last Paradise SM. PLEASE
REFER TO OUR PARADISE COAST BROCHURES FOR THE LOCATION OF ALL AREA
ATTRACTIONS.
NAME: -
ADDRESS: CITY ST ZIP
DATE OF ARRIVAL: DATE OF DEPARTURE:
WHERE ARE YOU HOTEL/RESORT FRIENDS/FAMILY CONDOMINIUM
STAYING?
NAME OF HOTEL AND CITY/AREA:
NAME OF CONDOMINIUMITIMESHARE:
# OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAYING IN COLLIER COUNTY =
HOW DID YOU SELECT THE HOTEL/CONDOMINIUM?
INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT ( )
OTHER:
NUMBER OF MEALS YOU & YOUR GROUP WILL EAT OUT:
Number of people in your party = _
Number of days of your visit = -
Number of meals eaten out each day =
PLANNED AREA ACTIVITIES: (Please circle all that apply)
ARTS & CUL TURE WATER SPORTS NATURE FAMILY ATTRACTIONS
von Liebig Art Center Beaches Everglades Tour Naples Zoo
Naples Museum of Art Naples Pier County Parks Naples Botanical Garden
Sugden Theatre Shelling National Park Fun 'n Sun Water Park
Naples Philharmonic Fishing State Parks Swamp Buggy Race
Art Galleries Boating Corkscrew Swamp Mini Golf
Other Kayaking Conservancy of SW King Richard's Fun Park
Other FL Other
-
Lake Trafford
Other
SHOPPING AND DINING SIGHTSEEING RELAXATION &
Fifth Avenue South Lunch/Dinner Cruisel ENTERTAINMENT
Third Street South Sunset Cruise Golf
Waterside Shops City Trolley Tour Spa
Venetian Bay Everglades Tour Shelling
Bayfront Segway Tour Seminole Casino
Tin City Dolphin Cruise Lounges & Clubs
Prime Outlets Other Music
Other Other
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Agenda Item No. 16F3
September 29,2009
Page 48 of 129
EXHIBIT "F"
Marco Island Historical Society, Inc.
Project Budget
Fundina - Not to Exceed
Design and construction of displays and exhibits $100,000
Total: $100.,000
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Marco Island Historical Society, Inc.
Agenda Item No. 16F3
September 29,2009
Page 49 of 129
2010 TOURISM AGREEMENT BETWEEN
COLLIER COUNTY AND NAPLES ART ASSOCIATION, INC.
THIS AGREEMENT is made and entered into this 29th day of September, 2009, by and
between Naples Art Association, Inc., a Florida not-for-profit corporation, hereinafter referred to
as "GRANTEE" and Collier County, a political subdivision of the State of Florida, hereinafter
referred to as "COUNTY".
WHEREAS, the COUNTY has adopted a Tourist Development Plan (hereinafter referred
to as "Plan") funded by proceeds from the Tourist Development Tax; and
WHEREAS, the Plan provides that certain of the revenues generated by the Tourist
Development Tax are to be allocated to acquire, construct, extend, enlarge, remodel, repair,
improve, maintain, operate or promote museums owned and operated by not-for-profit
organizations and open to the public; and
WHEREAS, GRANTEE has applied to the Tourist Development Council and the County
to use Tourist Development Tax funds for exhibitions and educational programs to enhance the
quality of life for area residents and attract visitors; and
WHEREAS, the Tourist Development Council has recommended funding for the
promotion of upcoming exhibitions, accompanying national symposia, festivals, special events,
educational programs and workshops; and
WHEREAS, the Board of County Commissioners has made a finding that GRANTEE
qualifies as a museum; and
WHEREAS, The Collier County Board of County Commissioners has approved the
funding request of the GRANTEE and the Chairman was authorized to execute the Tourism
Agreement.
NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES
PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY
AGREED AS FOLLOWS:
1. SCOPE OF WORK:
(a) In accordance with the authorized expenditures as set forth in the Budget, attached
hereto as Exhibit "F", the GRANTEE shall expend the funds to promote the GRANTEE's
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Agenda Item No. 16F3
September 29, 2009
Page 50 of 129
exhibitions, festivals, special events, educational programs and workshops at The von Liebig Art
Center (hereinafter ''the Project"), to include, but not be limited to, printing of newsletters,
brochures, catalogs and advertisement, and guest speaker honorariums.
2. PAYMENT:
(a) The maximum amount to be paid under this Agreement shall be a total of Fifty
Thousand Dollars ($50,000). GRANTEE shall be paid in accordance with fiscal procedures of
the County for the expenditures incurred as described in Paragraph One (1) herein upon submittal
of a request for funds on the form attached hereto as Exhibit "D" and made a part hereof, and
shall submit vendor invoices and copies of cancelled checks or other evidence of payment to the
Executive Director of the Naples, Marco, Everglades Convention and Visitors Bureau ("CVB"),
or his designee, for review and upon verification by letter from the GRANTEE that the services
or work performed as described in the invoice have been completed or that the goods have been
received and that all vendors have been paid.
(b) The Executive Director of the CVB or his designee shall determine that the
invoice payments are authorized and that the goods or services covered by such invoice[ s] have
been provided or performed in accordance with such authorization. The line item budget --
attached as Exhibit "F" shall constitute authorization for the expenditure [ s] described in the
invoice[ s].
(c) All expenditures shall be made in conformity with this Agreement.
(d) The COUNTY shall not pay GRANTEE until the Clerk of the Board of County
Commissioners pre-audits all payment invoices in accordance with law.
(e) GRANTEE shall be paid for its actual costs, not to exceed the total amount for
any line item nor the maximum amount budgeted pursuant to the attached "Exhibit F". The
amounts applicable to the various line items of Exhibit "F", subject to the maximum total
amount, may be increased or decreased by up to ten percent (10%) at the discretion of
GRANTEE. Adjustment in excess of ten percent (10%) of any line item may be authorized by
the County Manager or his designee.
(f) All requests for reimbursement must be received prior to September 30,2010 to be
eligible for payment.
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_.n'._~._
Agenda Item No. 16F3
September 29, 2009
Page 51 of 129
3. ELIGIBLE EXPENDITURES:
(a) Only eligible expenditures described in Paragraph One (I) will be paid by
COUNTY.
(b) COUNTY agrees to pay eligible expenditures incurred between October I, 2009
and September 30, 20 I O.
(c) Any expenditures paid by COUNTY which are later deemed to be ineligible
expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request
to repay said funds.
(d) COUNTY may request repayment of funds for a period of up to three (3) years
after termination of this Agreement or any extension or renewal thereof.
-
4. INSURANCE:
(a) GRANTEE shall submit a Certificate of Insurance naming Collier County Board
of County Commissioners and the Tourist Development Council as additional insureds.
(b) The certificate of insurance must be valid for the duration of this Agreement, and
be issued by a company licensed in the State of Florida, and provide General Liability Insurance
for no less than the following amounts:
BODILY INJURY LIABILITY $300,000 each claim per person
PROPERTY DAMAGE LIABILITY $300,000 each claim per person
PERSONAL INJURY LIABILITY $300,000 each claim per person
WORKER'S COMPENSATION AND EMPLOYER'S LIABILITY - Statutory
(c) The Certificate of Insurance must be delivered to the Executive Director of the
CVB, or his designee, with the executed Agreement. The GRANTEE shall not commence
promotional or advertising activities which are to be funded pursuant to this Agreement until the
Certificate of Insurance has been received by the COUNTY and the Agreement is fully executed.
5. REPORTING REQUIREMENTS:
(a) GRANTEE shall provide to County a preliminary status report on the form
attached hereto as Exhibit "A" within thirty (30) days of the effective date of the agreement.
(b) GRANTEE shall provide to County a quarterly interim status report on the form
attached hereto as Exhibit "B".
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Agenda Item No. 16F3
September 29,2009
Page 52 of 129
(c) GRANTEE shall provide to County a final status report on the form attached
hereto as Exhibit "c" no later than October 31, 20 I O.
(d) Each report shall identify the amount spent, the duties performed, the services
provided and the goods delivered since the previous reporting period.
(e) GRANTEE shall take reasonable measures to assure the continued satisfactory
performance of all vendors and subcontractors.
(f) COUNTY may withhold any interim or final payments for failure of GRANTEE
to provide the interim status report or final status report until the County receives the interim
status report or final status report or other report acceptable to the Executive Director of the
CVB.
(g) GRANTEE shall request that visitors to the Naples Art Association, Inc., von
Liebig Art Center, complete the visitor questionnaire attached to this Agreement as Exhibit "E".
All completed visitor questionnaires shall be maintained in accordance with Section 13 of this
Agreement.
6. CHOICE OF VENDORS AND FAIR DEALING:
(a) GRANTEE may select vendors or subcontractors to provide services as described
in Paragraph One (1).
(b) COUNTY shall not be responsible for paying vendors and shall not be involved in
the selection of subcontractors or vendors.
(c) GRANTEE agrees to disclose any financial or other relationship between
GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related
employees, agents, officers, directors and/or shareholders.
(d) COUNTY may, in its discretion, object to the reasonableness of expenditures and
require payment if invoices have been paid under this Agreement for unreasonable expenditures.
The reasonableness of the expenditures shall be based on industry standards.
7. INDEMNIFICATION:
GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and
employees from any and all liabilities, damages, losses and costs, including, but not limited to,
reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence,
recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized
by the GRANTEE in the performance of this Agreement. This indemnification obligation shall
09-5321 4
Naples Art Association, Inc.
---.
Agenda Item No. 16F3
September 29,2009
Page 53 of 129
not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be
available to an indemnified party or person described in this paragraph.
8. NOTICES:
All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly
served if mailed by registered or certified mail to the GRANTEE at ~e following address:
Joel Kessler, Executive Director
The von Liebig Art Center
585 Park Street
Naples, Florida 34102
All notices from the GRANTEE to the COUNTY shall be in writing and deemed duly
--
served if mailed by registered or certified mail to the COUNTY to:
Jack Wert, Executive Director
Naples, Marco Island, Everglades CVB
2800 N. Horseshoe Drive
Naples, Florida 34104
The GRANTEE and the COUNTY may change the above mailing address at any time
upon giving the other party written notification pursuant to this Section.
9. NO PARTNERSHIP: Nothing herein contained shall be construed as creating a
partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to
constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the
COUNTY.
10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all
matters pertaining to this Agreement and shall provide all information and documentation
requested by the COUNTY from time to time pertaining to the use of any funds provided
hereunder.
11. TERMINATION:
(a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause
by giving thirty (30) days advance written notice of such termination specifying the effective date
of termination.
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Agenda Item No. 16F3
September 29,2009
Page 54 of 129
(b) If the COUNTY terminates this Agreement, the COUNTY will pay the
GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with
subcontractors and vendors, up to the effective date of the termination so long as such expenses are
eligible.
12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and
accurate accounting records. All revenue related to the Agreement must be recorded, and all
expenditures must be incurred within the term of this Agreement.
13. A V AILABILITY OF RECORDS: GRANTEE shall maintain records, books,
documents, papers and financial information pertaining to work performed under this Agreement
for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized
representatives, shall, until the expiration of three (3) years after final payment under this
Agreement, have access to, and the right to examine and photocopy any pertinent books,
documents, papers, and records of GRANTEE involving any transactions related to this
Agreement.
14. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or
transfer in whole or in part its interest in this Agreement without the prior written consent of the
COUNTY.
15. TERM: This Agreement shall become effective on October 1, 2009 and shall
remain effective for one year until September 30, 2010. If the project is not completed within the
term of this agreement, all unreleased funds shall be retained by the COUNTY. Any extension of
this agreement beyond the one (1) year term in order to complete the Project must be at the express
consent of the Collier County Board of County Commissioners.
16. The GRANTEE must request any extension of this term in writing at least sixty
(60) days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to
this Agreement to extend the term for an additional one (1) year.
17. EV ALUA nON OF TOURISM IMP ACT: GRANTEE shall monitor and evaluate
the tourism impact of the Project, explaining how the tourism impact was evaluated, providing a
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Agenda Item No. 16F3
September 29, 2009
Page 55 of 129
written report to the Executive Director of the CVB or his designee, along with a final budget
analysis by October 31,2010.
I 18. REQUIRED NOTATION: All promotional literature and media advertising must
prominently list Collier County and the Tourist Development Council as a source of funding and
the CVB logo with website address to qualify for reimbursement. .
19. AMENDMENTS: This Agreement may only be amended by mutual written
agreement of the parties, after review by the Collier County Tourist Development Council if
warranted.
IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an
authorized person or agent, hereunder set their hands and seals on the date and year first above
written.
ATTEST: BOARD OF COUNTY COMMISSIONERS
DWIGHT E. BROCK, Clerk COLLIER COUNTY, FLORIDA
By:
DONNA FIALA, Chairman
Approved as to form and
gal sufficiency
Print Name
WITNESSES: GRANTEE:
(1) NAPLES ART ASSOCIATION, INC.
Printed/Typed Name
(2) BY:
Printed/Typed Name Printed/Typed Name
Printed/Typed Title
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Agenda Item No. 16F3
September 29, 2009
Page 56 of 129
EXHIBIT" A"
Collier County Tourist Development Council
Preliminary Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE: -.
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina auestions and attach it to your
application.
PRELIMINARY INFORMATION:
Is this a first time project? If not, please give details of past projects.
Do you anticipate using area hotels in support of your project?
If so, what are the estimated hotel room nights generated by project?
What is the estimated revenue generated by this project?
What is the estimated number of participants expected to visit the project?
If project planning is in progress, what has been done, what remains to be done, and are
there any problems?
If the project planning has not been started, why?
09-5321 8
Naples Art Association, Inc.
Agenda Item No. 16F3
September 29,2009
Page 57 of 129
List any planned out-of-county advertising, marketing, and/or public relations that will be
used in support of the project.
EXHIBIT "B"
Collier County Tourist Development Council
Interim Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina auestions to identify the status of the
proiect. Submit this report at least auarterlv.
INTERIM - These questions will identify the current status of the project. After the TDC
staff reviews this Interim Status Report, if they feel you are behind schedule on the
planning stages, they will make recommendations to help get the project stay on schedule.
Has the planning of this project started?
At what point are you at with the planning stage for this project?
(Percent of completion)
Will any hotels/motels be utilized to support this project?
If so, how many hotel room nights will be utilized?
What is the total dollar amount to date of matching contributions?
What is the status of the advertising and promotion for this project?
Have your submitted any advertisements or printed pieces to the TDC staff for approval?
Please supply a sample and indicate the ad schedule.
09-5321 9
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Agenda Item No. 16F3
September 29, 2009
Page 58 of 129
How has the public interest for this project been up to this point?
-
09-5321 10
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Agenda Item No. 16F3
September 29, 2009
Page 59 of 129
EXHIBIT "e"
Collier County Tourist Development Council
Final Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina auestions for each element in your
scope of work.
Final- These questions should be answered for your final status report.
Was this a first time project? If not, how many times has this event taken place?
What hotels/motels were utilized to support the project and how many?
What is the total revenue generated for this event?
Total expenses. (Have all vendors been paid?)
List the vendors that have been paid, if not, what invoices are still outstanding and why?
What is the number of participants that visited the project?
What is the percentage of the total participants from out of Collier County?
What problems occurred if any during the project event?
List any out-of-county- advertising, marketing, and/or public relations that was used to
support the project and attach samples.
How could the project been improved or expanded?
09-5321 11
Naples Art Association, Inc.
Agenda Item No. 16F3
September 29,2009
Page 60 of 129
EXHIBIT "0"
REQUEST FOR FUNDS
eOLLlER eOUNTY TOURIST DEVELOPMENT eOUNCIL
EVENT NAME
ORGANIZATION
ADDRESS
CONTACT PERSON TELEPHONE ( )
REQUEST PERIOD FROM TO
REQUEST#
-
( ) INTERIM REPORT ( ) FINAL REPORT
TOTAL CONTRACT AMOUNT $
EXPENSE BUDGET REIMBURSEMENT REQUESTED
TOTALS
NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in
your application. Copies of paid invoices, cancelled checks, tear sheets, printed samples or other
backup information to substantiate payment must accompany request for funds. The following
will not be accepted for payments: statements in place of invoices; checks or invoices not dated;
tear sheets without date, company or organizations name. A tear sheet is required for each ad for
each day or month of publication. A proof of an ad will not be accepted.
Each additional request for payment subsequent to the first request, Grantee is required to submit
verification in writing that all subcontractors and vendors have been paid for work and materials
previously performed or received prior to receipt of any further payments.
If project budget has specific categories with set dollar limits, the Grantee is required to include a
spreadsheet to show which category each invoice is being paid from and total of category before
payment can be made to Grantee. Organizations receiving funding should take into consideration
that it will take a maximum of 45 days for the County to process a check.
Furnishing false information may constitute a violation of applicable State and Federal laws.
CERTIFICATION OF FINANCIAL OFFICER: I certify that the above information is correct based on
our official accounting system and records, consistently applied and maintained and that the cost
shown have been made for the purpose of and in accordance with, the terms of the contract. The
funds requested are for reimbursement of actual cost made during this time period.
SIGNATURE TITLE
09-5321 12
Naples Art Association, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 61 of 129
EXHIBIT "E"
Naples @
Marco Island
~
Everglades VISITOR QUESTIONNAIRE
PA~AOISE COAST-
Welcome to the Paradise Coast SM. Thank you for choosing this area for your visit.
Please take a few minutes to complete the following questions so that we can
better serve the needs of future visitors to Florida's Last Paradise SM. PLEASE
REFER TO OUR PARADISE COAST BROCHURES FOR THE LOCATION OF ALL AREA
ATTRACTIONS.
NAME: _. -
ADDRESS: CITY ST ZIP
DATE OF ARRIVAL: DATE OF DEPARTURE:
WHERE ARE YOU HOTEL/RESORT FRIENDS/FAMILY CONDOMINIUM
STAYING?
NAME OF HOTEL AND CITY/AREA:
NAME OF CONDOMINIUMITIMESHARE:
# OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAYING IN COLLIER COUNTY =
HOW DID YOU SELECT THE HOTEL/CONDOMINIUM?
INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT ( )
OTHER:
NUMBER OF MEALS YOU & YOUR GROUP WILL EAT OUT:
Number of people in your party = _
Number of days of your visit = -
Number of meals eaten out each day =
PLANNED AREA ACTIVITIES: (Please circle all that apply)
ARTS & CULTURE WATER SPORTS NATURE FAMILY ATTRACTIONS
von Liebig Art Center Beaches Everglades Tour Naples Zoo
Naples Museum of Art Naples Pier County Parks Naples Botanical Garden
Sugden Theatre Shelling National Park Fun 'n Sun Water Park
Naples Philharmonic Fishing State Parks Swamp Buggy Race
Art Galleries Boating Corkscrew Swamp Mini Golf
Other Kayaking Conservancy of SW King Richard's Fun Park
Other FL Other
Lake Trafford
Other
SHOPPING AND DINING SIGHTSEEING RELAXATION &
Fifth Avenue South Lunch/Dinner Cruise/ ENTERTAINMENT
Third Street South Sunset Cruise Golf
Waterside Shops City Trolley Tour Spa
Venetian Bay Everglades Tour Shelling
Bayfront Segway Tour Seminole Casino
Tin City Dolphin Cruise Lounges & Clubs
Prime Outlets Other Music
Other Other
09-5321 13
Naples Art Association, Inc.
Agenda Item No. 16F3
September 29,2009
Page 62 of 129
EXHIBIT "F"
Naples Art Association, Inc.
The yon Liebig Art Center
Project Budget
Fundina - Not to Exceed
Promotion of major events in out of Collier County areas
such as: $50,000
Festivals, exhibitions, and educational
programs, to include but not limited to printing
of newsletters, brochures, catalogs ano-- .
advertisement s
Total: $50,000
09-5321 14
Naples Art Association, Inc.
,,~~
Agenda Item No. 16F3
September 29, 2009
Page 63 of 129
2010 TOURISM AGREEMENT BETWEEN
COLLIER COUNTY AND NAPLES BOTANICAL GARDEN, INC.
THIS AGREEMENT is made and entered into this 29th day of September, 2009, by and
between Naples Botanical Garden, Inc., a Florida not-for-profit corporation, hereinafter referred
to as "GRANTEE" and Collier County, a political subdivision of the State of Florida, hereinafter
referred to as "COUNTY".
WHEREAS, the COUNTY has adopted a Tourist Development Plan (hereinafter referred
to as "Plan") funded by proceeds from the Tourist Development Tax; and
WHEREAS, the Plan provides that certain of the revenues generated by the Tourist
Development Tax are to be allocated to acquire, construct, extend, enlarge, remodel, repair,
improve, maintain, operate or promote museums owned and operated by not-for-profit
organizations and open to the public; and
WHEREAS, GRANTEE has applied to the Tourist Development Council and the County
to use Tourist Development Tax funds for exhibitions and educational programs to enhance the
quality of life for area residents and attract visitors; and
WHEREAS, the Tourist Development Council has recommended funding for the
promotion of upcoming exhibitions, accompanying national symposia, festivals, special events,
educational programs and workshops; and
WHEREAS, the Board of County Commissioners has made a finding that GRANTEE
qualifies as a museum; and
WHEREAS, The Collier County Board of County Commissioners has approved the
funding request of the GRANTEE and the Chairman was authorized to execute the Tourism
Agreement.
NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES
PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY
AGREED AS FOLLOWS:
1. SCOPE OF WORK:
(a) In accordance with the authorized expenditures as set forth in the Budget, attached
hereto as Exhibit "F", the GRANTEE shall expend the funds to promote the GRANTEE's
09-5321- Naples Botanical Garden, Inc. 1
Agenda Item No. 16F3
September 29, 2009
Page 64 of 129
Opening (hereinafter ''the Project"), to include, out of County advertising and promotion
expenses.
2. PAYMENT:
(a) The maximum amount to be paid under this Agreement shall be a total of One
Hundred Fifty Thousand Dollars ($150,000). GRANTEE shall be paid in accordance with fiscal
procedures of the County for the expenditures incurred as described in Paragraph One (1) herein
upon submittal of a request for funds on the form attached hereto as Exhibit "D" and made a part
hereof, and shall submit vendor invoices and copies of cancelled checks or other evidence of
payment to the Executive Director of the Naples, Marco, Everglades Convention and Visitors
Bureau ("CVB"), or his designee, for review and upon verification by letter from the GRANTEE
-
that the services or work performed as described in the invoice have been completed or that the
goods have been received and that all vendors have been paid.
(b) The Executive Director of the CVB or his designee shall determine that the
invoice payments are authorized and that the goods or services covered by such invoice[ s] have
been provided or performed in accordance with such authorization. The line item budget
attached as Exhibit "F" shall constitute authorization for the expenditure[ s] described in the
invoice[ s].
(c) All expenditures shall be made in conformity with this Agreement.
(d) The COUNTY shall not pay GRANTEE until the Clerk of the Board of County
Commissioners pre-audits all payment invoices in accordance with law.
(e) GRANTEE shall be paid for its actual costs, not to exceed the total amount for
any line item nor the maximum amount budgeted pursuant to the attached "Exhibit F". The
amounts applicable to the various line items of Exhibit "F",subject to the maximum total
amount, may be increased or decreased by up to ten percent (10%) at the discretion of
GRANTEE. Adjustment in excess of ten percent (10%) of any line item may be authorized by
the County Manager or his designee.
(t) All requests for reimbursement must be received prior to September 30, 2010 to be
eligible for payment.
3. ELIGIBLE EXPENDITURES:
(a) Only eligible expenditures described in Paragraph One (1) will be paid by
COUNTY.
09-5321- Naples Botanical Garden, Inc. 2
-."~.,,..
Agenda Item No. 16F3
September 29, 2009
Page 65 of 129
(b) COUNTY agrees to pay eligible expenditures incurred between October 1, 2009
and September 30,2010.
(c) Any expenditures paid by COUNTY which are later deemed to be ineligible
expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request
to repay said funds.
(d) COUNTY may request repayment of funds for a period of up to three (3) years
after termination of this Agreement or any extension or renewal thereof.
4. INSURANCE:
(a) GRANTEE shall submit a Certificate of Insurance naming Collier County Board
of County Commissioners and the Tourist Development Council as additional insureds. -
(b) The certificate of insurance must be valid for the duration of this Agreement, and
be issued by a company licensed in the State of Florida, and provide General Liability Insurance
for no less than the following amounts:
BODILY INJURY LIABILITY $300,000 each claim per person
PROPERTY DAMAGE LIABILITY $300,000 each claim per person
PERSONAL INJURY LIABILITY $300,000 each claim per person
WORKER'S COMPENSATION AND EMPLOYER'S LIABILITY - Statutory
(c) The Certificate of Insurance must be delivered to the Executive Director of the
CVB, or his designee, with the executed Agreement. The GRANTEE shall not commence
promotional or advertising activities which are to be funded pursuant to this Agreement until the
Certificate of Insurance has been received by the COUNTY and the Agreement is fully executed.
5. REPORTING REQUIREMENTS:
(a) GRANTEE shall provide to County a preliminary status report on the form
attached hereto as Exhibit "A" within thirty (30) days of the effective date of the agreement.
(b) GRANTEE shall provide to County a quarterly interim status report on the form
attached hereto as Exhibit "B".
(c) GRANTEE shall provide to County a final status report on the form attached
hereto as Exhibit "C" no later than October 31,2010.
09-5321- Naples Botanical Garden, Inc. 3
Agenda Item No. 16F3
September 29, 2009
Page 66 of 129
(d) Each report shall identify the amount spent, the duties performed, the services
provided and the goods delivered since the previous reporting period.
(e) GRANTEE shall take reasonable measures to assure the continued satisfactory
performance of all vendors and subcontractors.
(f) COUNTY may withhold any interim or final payments for failure of GRANTEE
to provide the interim status report or final status report until the County receives the interim
status report or final status report or other report acceptable to the Executive Director of the
CVR
(g) GRANTEE shall request that visitors to the Naples Botanical Garden, Inc.,
complete the visitor questionnaire attached to this Agreement as Exhibit "E". All completed
visitor questionnaires shall be maintained in accordance with Section 13 ofthis Agreement.
6. CHOICE OF VENDORS AND FAIR DEALING:
(a) GRANTEE may select vendors or subcontractors to provide services as described
in Paragraph One (1).
(b) COUNTY shall not be responsible for paying vendors and shall not be involved in
the selection of subcontractors or vendors.
(c) GRANTEE agrees to disclose any financial or other relationship between
GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related
employees, agents, officers, directors and/or shareholders.
(d) COUNTY may, in its discretion, object to the reasonableness of expenditures and
require payment if invoices have been paid under this Agreement for unreasonable expenditures.
The reasonableness of the expenditures shall be based on industry standards.
7. INDEMNIFICATION:
GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and
employees from any and all liabilities, damages, losses and costs, including, but not limited to,
reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence,
recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized
by the GRANTEE in the performance of this Agreement. This indemnification obligation shall
not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be
available to an indemnified party or person described in this paragraph.
8. NOTICES:
09-5321- Naples Botanical Garden, Inc. 4
'-'. -~.
Agenda Item No. 16F3
September 29,2009
Page 67 of 129
All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly
served if mailed by registered or certified mail to the GRANTEE at the following address:
Brian Holley, Executive Director
Naples Botanical Garden, Inc.
4820 Bayshore Drive
Naples, Florida 34112
All notices from the GRANTEE to the COUNTY shall be in writing and deemed duly
served if mailed by registered or certified mail to the COUNTY to:
Jack Wert, Executive Director
Naples, Marco Island, Everglades CVB
2800 N. Horseshoe Drive
Naples, Florida 34104
The GRANTEE and the COUNTY may change the above mailing address at any time
upon giving the other party written notification pursuant to this Section.
9. NO PARTNERSHIP: Nothing herein contained shall be construed as creating a
partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to
constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the
COUNTY.
10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all
matters pertaining to this Agreement and shall provide all information and documentation
requested by the COUNTY from time to time pertaining to the use of any funds provided
hereunder.
11. TERMINATION:
(a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause
by giving thirty (30) days advance written notice of such termination specifying the effective date
of termination.
(b) If the COUNTY terminates this Agreement, the COUNTY will pay the
GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with
subcontractors and vendors, up to the effective date of the termination so long as such expenses are
eligible.
09-5321- Naples Botanical Garden, Inc. 5
Agenda Item No. 16F3
September 29, 2009
Page 68 of 129
12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and
accurate accounting records. All revenue related to the Agreement must be recorded, and all
expenditures must be incurred within the term of this Agreement.
13. AVAILABILITY OF RECORDS: GRANTEE shall maintain records, books,
documents, papers and financial information pertaining to work performed under this Agreement
for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized
representatives, shall, until the expiration of three (3) years after final payment under this
Agreement, have access to, and the right to examine and photocopy any pertinent books,
documents, papers, and records of GRANTEE involving any transactions related to this
Agreement.
14. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or
transfer in whole or in part its interest in this Agreement without the prior written consent of the
COUNTY.
15. TERM: This Agreement shall become effective on October 1, 2009 and shall
remain effective for one year until September 30,2010. If the project is not completed within the
term of this agreement, all unreleased funds shall be retained by the COUNTY. Any extension of
this agreement beyond the one (1) year term in order to complete the Project must be at the express
consent of the Collier County Board of County Commissioners.
16. The GRANTEE must request any extension of this term in writing at least sixty
(60) days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to
this Agreement to extend the term for an additional one (I) year.
17. EVALUATION OF TOURISM IMP ACT: GRANTEE shall monitor and evaluate
the tourism impact of the Project, explaining how the tourism impact was evaluated, providing a
written report to the Executive Director of the CVB or his designee, along with a final budget
analysis by October 31,2010.
18. REQUIRED NOTATION: All promotional literature and media advertising must
prominently list Collier County and the Tourist Development Council as a source of funding and
the CVB logo with website address to qualify for reimbursement. .
09-5321- Naples Botanical Garden, Inc. 6
Agenda Item No. 16F3
September 29, 2009
Page 69 of 129
19. AMENDMENTS: This Agreement may only be amended by mutual written
agreement of the parties, after review by the Collier County Tourist Development Council if
warranted.
IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an
authorized person or agent, hereunder set their hands and seals on the date and year first above
written.
ATTEST: BOARD OF COUNTY COMMISSIONERS
DWIGHT E. BROCK, Clerk COLLIER COUNTY, FLORIDA
-
By:
DONNA FIALA, Chairman
Print Name
WITNESSES: GRANTEE:
(1) NAPLES BOTANICAL GARDEN, INC.
Printed/Typed Name
(2) BY:
Printed/Typed Name Printed/Typed Name
Printed/Typed Title
EXHIBIT" A"
09-5321- Naples Botanical Garden, Inc. 7
Agenda Item No. 16F3
September 29, 2009
Page 70 of 129
Collier County Tourist Development Council
Preliminary Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
ADDRESS:
-
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina auestions and attach it to your
application.
PRELIMINARY INFORMATION:
Is this a first time project? If not, please give details of past projects.
Do you anticipate using area hotels in support of your project?
If so, what are the estimated hotel room nights generated by project?
What is the estimated revenue generated by this project?
What is the estimated number of participants expected to visit the project?
If project planning is in progress, what has been done, what remains to be done, and are
there any problems?
If the project planning has not been started, why?
List any planned out-of-county advertising, marketing, and/or public relations that will be
used in support of the project.
EXHIBIT "B"
~-
09-5321- Naples Botanical Garden, Inc. a
Agenda Item No. 16F3
September 29, 2009
Page 71 of 129
Collier County Tourist Development Council
Interim Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
ADDRESS:
-
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina auestions to identify the status of the
proiect. Submit this report at least auarterly.
INTERIM - These questions will identify the current status of the project. After the TDC
staff reviews this Interim Status Report, if they feel you are behind schedule on the
planning stages, they will make recommendations to help get the project stay on schedule.
Has the planning of this project started?
At what point are you at with the planning stage for this project?
(Percent of completion)
Will any hotels/motels be utilized to support this project?
If so, how many hotel room nights will be utilized?
What is the total dollar amount to date of matching contributions?
What is the status of the advertising and promotion for this project?
Have your submitted any advertisements or printed pieces to the TDC staff for approval?
Please supply a sample and indicate the ad schedule.
How has the public interest for this project been up to this point?
09-5321- Naples Botanical Garden, Inc. 9
Agenda Item No. 16F3
September 29, 2009
Page 72 of 129
EXHIBIT "e"
Collier County Tourist Development Council
Final Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
--
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina auestions for each element in your
scope of work.
Final - These questions should be answered for your final status report.
Was this a first time project? If not, how many times has this event taken place?
What hotels/motels were utilized to support the project and how many?
What is the total revenue generated for this event?
Total expenses. (Have all vendors been paid?)
List the vendors that have been paid, if not, what invoices are still outstanding and why?
What is the number of participants that visited the project?
What is the percentage of the total participants from out of Collier County?
What problems occurred if any during the project event?
List any out-of-county- advertising, marketing, and/or public relations that was used to
support the project and attach samples.
How could the project been improved or expanded?
09-5321- Naples Botanical Garden, Inc. 10
Agenda Item No. 16F3
September 29, 2009
Page 73 of 129
EXHIBIT "0"
REQUEST FOR FUNDS
eOLLlER eOUNTY TOURIST DEVELOPMENT eOUNelL
EVENT NAME
ORGANIZATION
ADDRESS
CONTACT PERSON TELEPHONE ( )
REQUEST PERIOD FROM TO
REQUEST#
-
( ) INTERIM REPORT ( ) FINAL REPORT
TOTAL CONTRACT AMOUNT $
EXPENSE BUDGET REIMBURSEMENT REQUESTED
TOTALS
NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in
your application. Copies of paid invoices, cancelled checks, tear sheets, printed samples or other
backup information to substantiate payment must accompany request for funds. The following
will not be accepted for payments: statements in place of invoices; checks or invoices not dated;
tear sheets without date, company or organizations name. A tear sheet is required for each ad for
each day or month of publication. A proof of an ad will not be accepted.
Each additional request for payment subsequent to the first request, Grantee is required to submit
verification in writing that all subcontractors and vendors have been paid for work and materials
previously performed or received prior to receipt of any further payments.
If project budget has specific categories with set dollar limits, the Grantee is required to include a
spreadsheet to show which category each invoice is being paid from and total of category before
payment can be made to Grantee. Organizations receiving funding should take into consideration
that it will take a maximum of 45 days for the County to process a check.
Furnishing false information may constitute a violation of applicable State and Federal laws.
CERTIFICATION OF FINANCIAL OFFICER: I certify that the above information is correct based on
our official accounting system and records, consistently applied and maintained and that the cost
shown have been made for the purpose of and in accordance with, the terms of the contract. The
funds requested are for reimbursement of actual cost made during this time period.
SIGNATURE TITLE
09-5321- Naples Botanical Garden, Inc. 11
Agenda Item No. 16F3
September 29,2009
Page 74 of 129
EXHIBIT "E"
Naples @
Marco Island
~
Everglades VISITOR QUESTIONNAIRE
PARAOISE COAST"
Welcome to the Paradise Coast SM. Thank you for choosing this area for your visit.
Please take a few minutes to complete the following questions so that we can better
serve the needs of future visitors to Florida's Last Paradise SM. PLEASE REFER TO OUR
PARADISE COAST BROCHURES FOR THE LOCATION OF ALL AREA ATTRACTIONS.
NAME:
ADDRESS: . CITY ST ZIP --
DATE OF ARRIVAL: DATE OF DEPARTURE:
WHERE ARE YOU HOTEL/RESORT FRIENDS/FAMILY CONDOMINIUM
STAYING?
NAME OF HOTEL AND CITY/AREA:
NAME OF CONDOMINIUMITIMESHARE:
# OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAYING IN COLLIER COUNTY =
HOW DID YOU SELECT THE HOTEL/CONDOMINIUM?
INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT ( )
OTHER:
NUMBER OF MEALS YOU & YOUR GROUP WILL EAT OUT:
Number of people in your party = _
Number of days of your visit = -
Number of meals eaten out each day =
PLANNED AREA ACTIVITIES: (Please circle all that apply)
ARTS & CULTURE WATER SPORTS NATURE FAMILY ATTRACTIONS
von Liebig Art Center Beaches Everglades Tour Naples Zoo
Naples Museum of Art Naples Pier County Parks Naples Botanical Garden
Sugden Theatre Shelling National Park Fun 'n Sun Water Park
Naples Philharmonic Fishing State Parks Swamp Buggy Race
Art Galleries Boating Corkscrew Swamp Mini Golf
Other Kayaking Conservancy of SW King Richard's Fun Park
Other FL Other
Lake Trafford
Other
SHOPPING AND DINING SIGHTSEEING RELAXATION &
Fifth Avenue South Lunch/Dinner Cruise/ ENTERTAINMENT
Third Street South Sunset Cruise Golf
Waterside Shops City Trolley Tour Spa
Venetian Bay Everglades Tour Shelling
Bayfront Segway Tour Seminole Casino
Tin City Dolphin Cruise Lounges & Clubs
Prime Outlets Other Music
Other Other
09-5321- Naples Botanical Garden, Inc. 12
Agenda Item No. 16F3
September 29,2009
Page 75 of 129
EXHIBIT "F"
Naples Botanical Garden, Inc.
Project Budget
Fundina - Not to Exceed
Advertising and promotion of opening in out of $150,000
Collier County areas, to include but not limited to
out of market advertising and promotional expenses
via print, online and media advertising campaign
Total: $150,000
09-5321- Naples Botanical Garden, Inc. 13
Agenda Item No. 16F3
September 29, 2009
Page 76 of 129
2010 TOURISM AGREEMENT BETWEEN
COLLIER COUNTY AND NAPLES ZOO, INC.
THIS AGREEMENT is made and entered into this 29th day of September, 2009, by and
between Naples Zoo, Inc., a Florida not-for-profit corporation, hereinafter referred to as
"GRANTEE" and Collier County, a political subdivision of the State of Florida, hereinafter
referred to as "COUNTY".
WHEREAS, the COUNTY has adopted a Tourist Development Plan (hereinafter referred
to as "Plan") funded by proceeds from the Tourist Development Tax; and
WHEREAS, the Plan provides that certain of the revenues generated by the Tourist
Development Tax are to be allocated to acquire, construct, extend, enlarge, remodel, repair,
improve, maintain, operate or promote museums owned and operated by not-for-profit
organizations and open to the public; and
WHEREAS, GRANTEE has applied to the Tourist Development Council and the County
to use Tourist Development Tax funds for exhibitions and educational programs to enhance the
quality of life for area residents and attract visitors; and
WHEREAS, the Tourist Development Council has recommended funding for the
promotion of upcoming exhibitions, accompanying national symposia, festivals, special events,
educational programs and workshops; and
WHEREAS, the Board of County Commissioners has made a finding that GRANTEE
qualifies as a museum; and
WHEREAS, The Collier County Board of County Commissioners has approved the
funding request of the GRANTEE and the Chairman was authorized to execute the Tourism
Agreement.
NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES
PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY
AGREED AS FOLLOWS:
1. SCOPE OF WORK:
(a) In accordance with the authorized expenditures as set forth in the Budget, attached
hereto as Exhibit "F", the GRANTEE shall expend the funds to promote two exhibitions,
09-5321 1
Naples Zoo, Inc.
.._n_."
Agenda Item No. 16F3
September 29,2009
Page 77 of 129
Summer of Seuss and Fall into the Wild (hereinafter "the Project"), to include, but not be limited
to, out of Collier County advertising and promotion of each program.
2. PAYMENT:
(a) The maximum amount to be paid under this Agreement shall be a total of Forty
Thousand Dollars ($40,000). GRANTEE shall be paid in accordance with fiscal procedures of
the County for the expenditures incurred as described in Paragraph One (I) herein upon submittal
of a request for funds on the form attached hereto as Exhibit "D" and made a part hereof, and
shall submit vendor invoices and copies of cancelled checks or other evidence of payment to the
Executive Director of the Naples, Marco, Everglades Convention and Visitors Bureau ("CVB"),
or his designee, for review and upon verification by letter from the GRANTEE that the services
or work performed as described in the invoice have been completed or that the goods have been
received and that all vendors have been paid.
(b) The Executive Director of the CVB or his designee shall determine that the
invoice payments are authorized and that the goods or services covered by such invoice[ s] have
been provided or performed in accordance with such authorization. The line item budget
attached as Exhibit "F" shall constitute authorization for the expenditure[s] described in the
invoice[s].
(c) All expenditures shall be made in conformity with this Agreement.
(d) The COUNTY shall not pay GRANTEE until the Clerk of the Board of County
Commissioners pre-audits all payment invoices in accordance with law.
(e) GRANTEE shall be paid for its actual costs, not to exceed the total amount for
any line item nor the maximum amount budgeted pursuant to the attached "Exhibit F". The
amounts applicable to the various line items of Exhibit "F", subject to the maximum total
amount, may be increased or decreased by up to ten percent (10%) at the discretion of
GRANTEE. Adjustment in excess of ten percent (10%) of any line item may be authorized by
the County Manager or his designee.
(f) All requests for reimbursement must be received prior to September 30, 2010, to
be eligible for payment.
09-5321 2
Naples Zoo, Inc.
Agenda Item No. 16F3
September 29,2009
Page 78 of 129
3. ELIGIBLE EXPENDITURES:
(a) Only eligible expenditures described in Paragraph One (1) will be paid by
COUNTY.
(b) COUNTY agrees to pay eligible expenditures incurred between October I, 2009
and September 30,2010.
(c) Any expenditures paid by COUNTY which are later deemed to be ineligible
expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request
to repay said funds.
(d) COUNTY may request repayment of funds for a period of up to three (3) years
after termination of this Agreement or any extension or renewal thereof.
--
4. INSURANCE:
(a) GRANTEE shall submit a Certificate of Insurance naming Collier County Board
of County Commissioners and the Tourist Development Council as additional insureds.
(b) The certificate of insurance must be valid for the duration of this Agreement, and
be issued by a company licensed in the State of Florida, and provide General Liability Insurance
for no less than the following amounts:
BODILY INJURY LIABILITY $300,000 each claim per person
PROPERTY DAMAGE LIABILITY $300,000 each claim per person
PERSONAL INJURY LIABILITY $300,000 each claim per person
WORKER'S COMPENSATION AND EMPLOYER'S LIABILITY - Statutory
(c) The Certificate of Insurance must be delivered to the Executive Director of the
CVB, or his designee, with the executed Agreement. The GRANTEE shall not commence
promotional or advertising activities which are to be funded pursuant to this Agreement until the
Certificate of Insurance has been received by the COUNTY and the Agreement is fully executed.
5. REPORTING REQUIREMENTS:
(a) GRANTEE shall provide to County a preliminary status report on the form
attached hereto as Exhibit "A" within thirty (30) days of the effective date of the agreement.
(b) GRANTEE shall provide to County a quarterly interim status report on the form
attached hereto as Exhibit "B".
09-5321 3
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Agenda Item No. 16F3
September 29,2009
Page 79 of 129
(c) GRANTEE shall provide to County a final status report on the form attached
hereto as Exhibit "C" no later than October 31, 2010.
(d) Each report shall identify the amount spent, the duties performed, the services
provided and the goods delivered since the previous reporting period.
(e) .GRANTEE shall take reasonable measures to assure the continued satisfactory
performance of all vendors and subcontractors.
(f) COUNTY may withhold any interim or final payments for failure of GRANTEE
to provide the interim status report or final status report until the County receives the interim
status report or final status report or other report acceptable to the Executive Director of the
CVB.
(g) GRANTEE shall request that visitors to the Naples Zoo, Inc., complete the visitor
questionnaire attached to this Agreement as Exhibit "E". All completed visitor questionnaires
shall be maintained in accordance with Section 13 of this Agreement.
6. CHOICE OF VENDORS AND FAIR DEALING:
(a) GRANTEE may select vendors or subcontractors to provide services as described
in Paragraph One (1).
(b) COUNTY shall not be responsible for paying vendors and shall not be involved in
the selection of subcontractors or vendors.
(c) GRANTEE agrees to disclose any financial or other relationship between
GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related
employees, agents, officers, directors and/or shareholders.
(d) COUNTY may, in its discretion, object to the reasonableness of expenditures and
require payment if invoices have been paid under this Agreement for unreasonable expenditures.
The reasonableness of the expenditures shall be based on industry standards.
7. INDEMNIFICATION:
GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and
employees from any and all liabilities, damages, losses and costs, including, but not limited to,
reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence,
recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized
by the GRANTEE in the performance of this Agreement. This indemnification obligation shall
09-5321 4
Naples Zoo, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 80 of 129
not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be
available to an indemnified party or person described in this paragraph.
8. NOTICES:
All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly
served if mailed by registered or certified mail to the GRANTEE at the following address:
David Tetzlaff, Executive Director
Naples Zoo, Inc.
1590 Goodlette-Frank Road
Naples, Florida 34102-5260
All notices from the GRANTEE to the COUNTY shall be in writing and deemed duly
served if mailed by registered or certified mail to the COUNTY to:
Jack Wert, Executive Director
Naples, Marco Island, Everglades CVB
2800 N. Horseshoe Drive
Naples, Florida 34104
The GRANTEE and the COUNTY may change the above mailing address at any time
upon giving the other party written notification pursuant to this Section.
9. NO PARTNERSHIP: Nothing herein contained shall be construed as creating a
partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to
constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the
COUNTY.
10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all
matters pertaining to this Agreement and shall provide all information and documentation
requested by the COUNTY from time to time pertaining to the use of any funds provided
hereunder.
II. TERMINATION:
(a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause
by giving thirty (30) days advance written notice of such termination specifying the effective date
of termination.
(b) If the COUNTY terminates this Agreement, the COUNTY will pay the
GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with
09-5321 5
Naples Zoo, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 81 of 129
subcontractors and vendors, up to the effective date of the termination so long as such expenses are
eligible.
12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and
accurate accounting records. All revenue related to the Agreement must be recorded, and all
expenditures must be incurred within the term of this Agreement.
13. AVAILABILITY OF RECORDS: GRANTEE shall maintain records, books,
documents, papers and financial information pertaining to work performed under this Agreement
for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized
representatives, shall, until the expiration of three (3) -years after final payment under this
Agreement, have access to, and the right to examine and photocopy any pertinent books,
documents, papers, and records of GRANTEE involving any transactions related to this
Agreement.
14. PROHffiITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or
transfer in whole or in part its interest in this Agreement without the prior written consent of the
COUNTY.
15. TERM: This Agreement shall become effective on October 1, 2009 and shall
remain effective for one year until September 30, 2010. Ifthe project is not completed within the
term of this agreement, all unreleased funds shall be retained by the COUNTY. Any extension of
this agreement beyond the one (1) year term in order to complete the Project must be at the express
consent of the Collier County Board of County Commissioners.
16. The GRANTEE must request any extension of this term in writing at least sixty
(60) days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to
this Agreement to extend the term for an additional one (1) year.
17. EV ALVA TION OF TOURISM IMP ACT: GRANTEE shall monitor and evaluate
the tourism impact of the Project, explaining how the tourism impact was evaluated, providing a
written report to the Executive Director of the CVB or his designee, along with a final budget
analysis by October 31,2010.
09-5321 6
Naples Zoo, Inc.
C.--
Agenda Item No. 16F3
September 29, 2009
Page 82 of 129
18. REOUIRED NOTATION: All promotional literature and media advertising must
prominently list Collier County and the Tourist Development Council as a source of funding and
display the CVB logo with website address to qualify for reimbursement. .
19. AMENDMENTS: This Agreement may only be amended by mutual written
agreement of the parties. after review by the Collier County Tourist Development Council if
warranted.
IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an
authorized person or agent, hereunder set their hands and seals on the date and year fIrst above
written. --
ATTEST: BOARD OF COUNTY COMMISSIONERS
DWIGHT E. BROCK, Clerk COLLIER COUNTY, FLORIDA
By:
DONNA FIALA, Chairman
Approved as to form and
at sufficiency
Print Name
WITNESSES: GRANTEE:
(1) NAPLES ZOO, INC.
Printed/Typed Name
(2) BY:
Printed/Typed Name Printed/Typed Name
Printed/Typed Title
09-5321 7
I Naples Zoo, Inc.
i
Agenda Item No. 16F3
September 29,2009
Page 83 of 129
EXHIBIT" A"
Collier County Tourist Development Council
Preliminary Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
ADDRESS: -
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the fo/lowina auestions and attach it to your
application.
PRELIMINARY INFORMATION:
Is this a first time project? If not, please give details of past projects.
Do you anticipate using area hotels in support of your project?
If so, what are the estimated hotel room nights generated by project?
What is the estimated revenue generated by this project?
What is the estimated number of participants expected to visit the project?
If project planning is in progress, what has been done, what remains to be done, and are
there any problems?
If the project planning has not been started, why?
List any planned out-of-county advertising, marketing, and/or public relations that will be
used in support of the project.
09-5321 8
Naples Zoo, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 84 of 129
EXHIBIT "B"
Collier County Tourist Development Council
Interim Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina Questions to identify the status of the ,""
project. Submit this report at least auarterlv.
INTERIM - These questions will identify the current status of the project. After the TDC
staff reviews this Interim Status Report, if they feel you are behind schedule on the
planning stages, they will make recommendations to help get the project stay on schedule.
Has the planning of this project started?
At what point are you at with the planning stage for this project?
(Percent of completion)
Will any hotels/motels be utilized to support this project?
If so, how many hotel room nights will be utilized?
What is the total dollar amount to date of matching contributions?
What is the status of the advertising and promotion for this project?
Have your submitted any advertisements or printed pieces to the TDC staff for approval?
Please supply a sample and indicate the ad schedule.
How has the public interest for this project been up to this point?
09-5321 9
Naples Zoo, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 85 of 129
EXHIBIT "e"
Collier County Tourist Development Council
Final Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina auestions for each element in your
scope of work.
Final- These questions should be answered for your final status report.
Was this a first time project? If not, how many times has this event taken place?
What hotels/motels were utilized to support the project and how many?
What is the total revenue generated for this event?
Total expenses. (Have all vendors been paid?)
List the vendors that have been paid, if not, what invoices are still outstanding and why?
What is the number of participants that visited the project?
What is the percentage of the total participants from out of Collier County?
What problems occurred if any during the project event?
List any out-of-county- advertising, marketing, and/or public relations that was used to
support the project and attach samples.
How could the project been improved or expanded?
09-5321 10
Naples Zoo, Inc.
Agenda Item No. 16F3
September 29,2009
Page 86 of 129
EXHIBIT "0"
REQUEST FOR FUNDS
eOLLlER eOUNTY TOURIST DEVELOPMENT eOUNelL
EVENT NAM E
ORGANIZATION
ADDRESS
CONTACT PERSON TELEPHONE ( )
REQUEST PERIOD FROM TO
REQUEST#
( ) INTERIM REPORT ( ) FINAL REPORT
TOTAL CONTRACT AMOUNT $
EXPENSE BUDGET REIMBURSEMENT REQUESTED
TOTALS
NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in
your application. Copies of paid invoices, cancelled checks, tear sheets, printed samples or other
backup information to substantiate payment must accompany request for funds. The following
will not be accepted for payments: statements in place of invoices; checks or invoices not dated;
tear sheets without date, company or organizations name. A tear sheet is required for each ad for
each day or month of publication. A proof of an ad will not be accepted.
Each additional request for payment subsequent to the first request, Grantee is required to submit
verification in writing that all subcontractors and vendors have been paid for work and materials
previously performed or received prior to receipt of any further payments.
If project budget has specific categories with set dollar limits, the Grantee is required to include a
spreadsheet to show which category each invoice is being paid from and total of category before
payment can be made to Grantee. Organizations receiving funding should take into consideration
that it will take a maximum of 45 days for the County to process a check.
Furnishing false information may constitute a violation of applicable State and Federal laws.
CERTIFICATION OF FINANCIAL OFFICER: I certify that the above information is correct based on
our official accounting system and records, consistently applied and maintained and that the cost
shown have been made for the purpose of and in accordance with, the terms of the contract. The
funds requested are for reimbursement of actual cost made during this time period.
SIGNATURE TITLE
09-5321 11
Naples Zoo, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 87 of 129
EXHIBIT "E"
Naples @
Marco Island
~
Everglades VISITOR QUESTIONNAIRE
PARAOl8E COAIlT"
Welcome to the Paradise Coast SM. Thank you for choosing this area for your visit.
Please take a few minutes to complete the following questions so that we can
better serve the needs of future visitors to Florida's Last Paradise SM. PLEASE
REFER TO OUR PARADISE COAST BROCHURES FOR THE LOCATION OF ALL AREA
ATTRACTIONS.
- NAME:
ADDRESS: CITY ST ZIP
DATE OF ARRIVAL: DATE OF DEPARTURE:
WHERE ARE YOU HOTEL/RESORT FRIENDS/FAMILY CONDOMINIUM
STAYING?
NAME OF HOTEL AND CITY/AREA:
NAME OF CONDOMINIUMITIMESHARE:
# OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAYING IN COLLIER COUNTY =
HOW DID YOU SELECT THE HOTEL/CONDOMINIUM?
INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT ( )
OTHER:
NUMBER OF MEALS YOU & YOUR GROUP WILL EAT OUT:
Number of people in your party =
Number of days of your visit =
Number of meals eaten out each day =
PLANNED AREA ACTIVITIES: (Please circle all that apply)
ARTS & CULTURE WATER SPORTS NATURE FAMILY ATTRACTIONS
von Liebig Art Center Beaches Everglades Tour Naples Zoo
Naples Museum of Art Naples Pier County Parks Naples Botanical Garden
Sugden Theatre Shelling National Park Fun 'n Sun Water Park
Naples Philharmonic Fishing State Parks Swamp Buggy Race
Art Galleries Boating Corkscrew Swamp Mini Golf
Other Kayaking Conservancy of SW King Richard's Fun Park
Other FL Other
Lake Trafford
Other
SHOPPING AND DINING SIGHTSEEING RELAXATION &
Fifth Avenue South Lunch/Dinner Cruise/ ENTERTAINMENT
Third Street South Sunset Cruise Golf
Waterside Shops City Trolley Tour Spa
Venetian Bay Everglades Tour Shelling
Bayfront Segway Tour Seminole Casino
Tin City DOlphin Cruise Lounges & Clubs
Prime Outlets Other Music
Other Other
09-5321 12
Naples Zoo, Inc.
Agenda Item No. 16F3
September 29,2009
Page 88 of 129
EXHIBIT "F"
Naples Zoo, Inc.
Project Budget
Fundina - Not to Exceed
Promotion of a summer and fall event at Naples Zoo $40,000
including out of Collier County advertisements and
other event promotional expense.
Total: -- $40,000
,.--
09-5321 13
Naples Zoo, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 89 of 129
2010 TOURISM AGREEMENT BETWEEN
COLLIER COUNTY AND THE SOUTH FLORIDA NATIONAL PARKS TRUST, INC.
THIS AGREEMENT, is made and entered into this 29th day of September, 2009, by and
between the South Florida National Parks Trust, Inc., a Florida not-for-profit corporation,
hereinafter referred to as "GRANTEE" and Collier County, a political subdivision of the State of
Florida, hereinafter referred to as "COUNTY".
WHEREAS, the COUNTY has adopted a Tourist Development Plan (hereinafter referred
to as "Plan") funded by proceeds from the Tourist Development Tax; and
WHEREAS, the Plan prOYiges that certain of the revenues generated by the Tourist
Development Tax are to be allocated to acquire, construct, extend, enlarge, remodel, repair,
improve, maintain, operate or promote museums owned and operated by not-for-profit
organizations and open to the public; and
WHEREAS, GRANTEE has applied to the Tourist Development Council and the County
to use Tourist Development Tax funds for events and exhibitions, and advertisements; and
WHEREAS, the Tourist Development Council has recommended funding to support the
fabrication and installation of exhibits in the Big Cypress Welcome Center.
WHEREAS, the Board of County Commissioners has made a finding that GRANTEE
qualifies as a museum; and
WHEREAS, The Collier County Board of County Commissioners has approved the
funding request of the GRANTEE and the Chairman was authorized to execute the Tourism
Agreement.
NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES
PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY
AGREED AS FOLLOWS:
1. SCOPE OF WORK:
(a) In accordance with the authorized expenditures as set forth in the Budget, attached
hereto as Exhibit "F", the GRANTEE shall expend the funds to include, but not be limited to,
the funding of exhibits to promote the Big Cypress Welcome Center (hereinafter "the Project").
09-5321 1
South Florida National Parks Trust, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 90 of 129
2. PAYMENT:
(a) The maximum amount to be paid under this Agreement shall be a total of
Seventeen Thousand Dollars ($17,000). GRANTEE shall be paid in accordance with fiscal
procedures of the County for the expenditures incurred as describ.ed in Paragraph One (1) herein
upon submittal of a request for funds on the form attached hereto as Exhibit "D" and made a part
hereof, and shall submit vendor invoices and copies of cancelled checks or other evidence of
payment to the Executive Director of the Naples, Marco, Everglades Convention and Visitors
Bureau ("CVB"), or his designee, for review and upon verification by letter from the GRANTEE
that the services or work performed as described in the invoice have been completed or that the
goods have been received and that all vendors have been paid.
(b) The Executive Director of the CVB or his designee shall determine that the
invoice payments are authorized and that the goods or services covered by such invoice[ s] have
been provided or performed in accordance with such authorization. The line item budget
attached as Exhibit "F" shall constitute authorization for the expenditure[ s] described in the
invoice[ s].
--
(c) All expenditures shall be made in conformity with this Agreement.
(d) The COUNTY shall not pay GRANTEE until the Clerk of the Board of County
Commissioners pre-audits all payment invoices in accordance with law.
(e) GRANTEE shall be paid for its actual costs, not to exceed the total amount for
any line item nor the maximum amount budgeted pursuant to the attached "Exhibit F". The
amounts applicable to the various line items of Exhibit "F", subject to the maximum total
amount, may be increased or decreased by up to ten percent (10%) at the discretion of
GRANTEE. Adjustment in excess of ten percent (10%) of any line item may be authorized by
the County Manager or his designee.
(f) All reimbursement requests must be received prior to September 30, 2010 to be
eligible for payment.
3. ELIGIBLE EXPENDITURES:
(a) Only eligible expenditures described in Paragraph One (1) will be paid by
COUNTY.
09-5321 2
South Florida National Parks Trust, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 91 of 129
(b) COUNTY agrees to pay eligible expenditures incurred between October 1, 2009
and September 30,2010.
(c) Any expenditures paid by COUNTY which are later deemed to be ineligible
expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request
to repay said funds.
(d) COUNTY may request repayment of funds for a period of up to three (3) years
after termination of this Agreement or any extension or renewal thereof.
4. INSURANCE:
(a) GRANTEE shall submit a Certificate of Insurance naming Collier County Board
of County Commissioners and the Tourist Development Council as additional insureds.
(b) The certificate of insurance must be valid for the duration of this Agreement, and
be issued by a company licensed in the State of Florida, and provide General Liability Insurance
for no less than the following amounts:
BODILY INJURY LIABILITY $300,000 each claim per person
PROPERTY DAMAGE LIABILITY $300,000 each claim per person
PERSONAL INJURY LIABILITY $300,000 each claim per person
WORKER'S COMPENSATION AND EMPLOYER'S LIABILITY - Statutory
(c) The Certificate of Insurance must be delivered to the Executive Director of the
CVB, or his designee, with the executed Agreement. The GRANTEE shall not commence
promotional or advertising activities which are to be funded pursuant to this Agreement until the
Certificate of Insurance has been received by the COUNTY and the Agreement is fully executed.
5. REPORTING REQUIREMENTS:
(a) GRANTEE shall provide to County a preliminary status report on the form
attached hereto as Exhibit "A" within thirty (30) days of the effective date of the agreement.
(b) GRANTEE shall provide to County a quarterly interim status report on the form
attached hereto as Exhibit "B".
(c) GRANTEE shall provide to County a final status report on the form attached
hereto as Exhibit "C" no later than October 31,2010.
09-5321 3
South Florida National Parks Trust, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 92 of 129
(d) Each report shall identify the amount spent, the duties performed, the services
provided and the goods delivered since the previous reporting period.
(e) GRANTEE shall take reasonable measures to assure the continued satisfactory
performance of all vendors and subcontractors.
(f) COUNTY may withhold any interim or final payments for failure of GRANTEE
to provide the interim status report or final status report until the County receives the interim
status report or final status report or other report acceptable to the Executive Director of the
CVB.
(g) GRANTEE shall request that visitors to the Big Cypress Welcome Center
complete the visitor questionnaire attached to this Agreement as Exhibit "E". All completed
visitor questionnaires shall be maintained in accordance with Section 13 of this Agreement. -
6. CHOICE OF VENDORS AND FAIR DEALING:
(a) GRANTEE may select vendors or subcontractors to provide services as described
in Paragraph One (1).
(b) COUNTY shall not be responsible for paying vendors and shall not be involved in
the selection of subcontractors or vendors.
(c) GRANTEE agrees to disclose any financial or other relationship between
GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related
employees, agents, officers, directors and/or shareholders.
(d) COUNTY may, in its discretion, object to the reasonableness of expenditures and
require payment if invoices have been paid under this Agreement for unreasonable expenditures.
The reasonableness of the expenditures shall be based on industry standards.
7. INDEMNIFICATION:
GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and
employees from any and all liabilities, damages, losses and costs, including, but not limited to,
reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence,
recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized
by the GRANTEE in the performance of this Agreement. This indemnification obligation shall
not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be
available to an indemnified party or person described in this paragraph.
09-5321 4
South Florida National Parks Trust, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 93 of 129
8. NOTICES:
All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly
served if mailed by registered or certified mail to the GRANTEE at the following address:
Don Finefrock, Executive Director
South Florida National Parks Trust
33100 Tamiami Trail East
Ochopee, Florida 34141
All notices from the GRANTEE to the COUNTY shall be in writing and deemed duly
served if mailed by registered or certified mail to the COUNTY to:
Jack Wert, Executive Director
Naples, Marco Island, Everglades CVB
2800 N. Horseshoe Drive
Naples, Florida 34104
The GRANTEE and the COUNTY may change the above mailing address at any time
upon giving the other party written notification pursuant to this Section.
9. NO PARTNERSHIP: Nothing herein contained shall be construed as creating a
partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to
constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the
COUNTY.
10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all
matters pertaining to this Agreement and shall provide all information and documentation
requested by the COUNTY from time to time pertaining to the use of any funds provided ..
hereunder.
11. TERMINATION:
(a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause
by giving thirty (30) days advance written notice of such termination specifying the effective date
of termination.
(b) If the COUNTY terminates this Agreement, the COUNTY will pay the
GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with
09-5321 5
South Florida National Parks Trust, Inc.
Agenda Item No. 16F3
September 29,2009
Page 94 of 129
subcontractors and vendors, up to the effective date of the termination so long as such expenses are
eligible.
12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and
accurate accounting records. All revenue related to the Agreement must be recorded, and all
expenditures must be incurred within the term of this Agreement.
13. AVAILABILITY OF RECORDS: GRANTEE shall maintain records, books,
documents, papers and financial information pertaining to work performed under this Agreement
for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized
representatives, shall, until the expiration of three (3) years after final payment under this
Agreement, have access to, and the right to examine and photocopy any pertinent books,
documents, papers, and records of GRANTEE involving any transactions related to this
Agreement.
14. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or
transfer in whole or in part its interest in this Agreement without the prior written consent of the
COUNTY.
15. TERM: This Agreement shall become effective on October 1, 2009 and shall
remain effective for one year until September 30, 2010. If the project is riot completed within the
term of this agreement, all unreleased funds shall be retained by the COUNTY. Any extension of
this agreement beyond the one (1) year term in order to complete the Project must be at the express
consent of the Collier County Board of County Commissioners.
16. The GRANTEE must request any extension of this term in writing at least sixty
(60) days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to
this Agreement to extend the term for an additional one (1) year.
17. EV ALUA nON OF TOURISM IMP ACT: GRANTEE shall monitor and evaluate
the tourism impact of the Project, explaining how the tourism impact was evaluated, providing a
written report to the Executive Director of the CVB or his designee, along with a final budget
analysis by October 31,2010.
09-5321 6
South Florida National Parks Trust, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 95 of 129
18. REOUIRED NOTATION: All promotional literature and media advertising must
prominently list Collier County and the Tourist Development COWlcil as a source of funding and
display the CVB logo with web site address to qualifY for reimbursement.
19. AMENDMENTS: This Agreement may only be amended by mutual written
agreement of the parties, after review by the Collier COWlty Tourist Development Council if
warranted.
IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an
authorized person or agent, hereWlder set their hands and seals on the date and year first above
written.
ATTEST: BOARD OF COUNTY COMMISSIONERS
DWIGHT E. BROCK, Clerk COLLIER COUNTY, FLORIDA
By:
DONNA FIALA, Chairman
Approved as to form and
al sufficiency
Print Name
WITNESSES: GRANTEE:
(1) SOUTH FLORIDA NATIONAL PARKS TRUST
Printed/Typed Name
(2) BY:
PrintedlTyped Name PrintedlTyped Name
PrintedlTyped Title
09-5321 7
South Florida National Parks Trust, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 96 of 129
EXHIBIT" A"
Collier County Tourist Development Council
Preliminary Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
-- ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina auestions and attach it to your
application.
PRELIMINARY INFORMATION:
Is this a first time project? If not, please give details of past projects.
Do you anticipate using area hotels in support of your project?
If so, what are the estimated hotel room nights generated by project?
What is the estimated revenue generated by this project?
What is the estimated number of participants expected to visit the project?
If project planning is in progress, what has been done, what remains to be done, and are
there any problems?
If the project planning has not been started, why?
List any planned out-of-county advertising, marketing, and/or public relations that will be
used in support of the project.
09-5321 8
South Florida National Parks Trust, Inc.
Agenda Item No. 16F3
September 29,2009
Page 97 of 129
EXHIBIT "B"
Collier County Tourist Development Council
Interim Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
-.
ADDRESS:
PHONE: FAX:
===================================================================
On an attached sheet, answer the followina auestions to identify the status of the
project. Submit this report at least auarterlv.
INTERIM - These questions will identify the current status of the project. After the TDC
staff reviews this Interim Status Report, if they feel you are behind schedule on the
planning stages, they will make recommendations to help get the project stay on schedule.
Has the planning of this project started?
At what point are you at with the planning stage for this project?
(Percent of completion)
Will any hotels/motels be utilized to support this project?
If so, how many hotel room nights will be utilized?
What is the total dollar amount to date of matching contributions?
What is the status of the advertising and promotion for this project?
Have your submitted any advertisements or printed pieces to the TDC staff for approval?
Please supply a sample and indicate the ad schedule.
How has the public interest for this project been up to this point?
09-5321 9
South Florida National Parks Trust, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 98 of 129
EXHIBIT "e"
Collier County Tourist Development Council
Final Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
-
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina auestions for each element in your
scope of work.
Final- These questions should be answered for your final status report.
Was this a first time project? If not, how many times has this event taken place?
What hotels/motels were utilized to support the project and how many?
What is the total revenue generated for this event?
Total expenses. (Have all vendors been paid?)
List the vendors that have been paid, if not, what invoices are still outstanding and why?
What is the number of participants that visited the project?
What is the percentage of the total participants from out of Collier County?
What problems occurred if any during the project event?
List any out-of-county- advertising, marketing, and/or public relations that was used to
support the project and attach samples.
How could the project been improved or expanded?
09-5321 10
South Florida National Parks Trust, Inc.
Agenda Item No. 16F3
September 29, 2009
Page 99 of 129
EXHIBIT "0"
REQUEST FOR FUNDS
eOLLlER eOUNTY TOURIST DEVELOPMENT eOUNelL
EVENT NAME
ORGANIZATION
ADDRESS
CONTACT PERSON TELEPHONE ( )
REQUEST PERIOD FROM TO
REQUEST#
-
( ) INTERIM REPORT ( ) FINAL REPORT
TOTAL CONTRACT AMOUNT $
EXPENSE BUDGET REIMBURSEMENT REQUESTED
TOTALS
NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in
your application. Copies of paid invoices, cancelled checks, tear sheets, printed samples or other
backup information to substantiate payment must accompany request for funds. The following
will not be accepted for payments: statements in place of invoices; checks or invoices not dated;
tear sheets without date, company or organizations name. A tear sheet is required for each ad for
each day or month of publication. A proof of an ad will not be accepted.
Each additional request for payment subsequent to the first request, Grantee is required to submit
verification in writing that all subcontractors and vendors have been paid for work and materials
previously performed or received prior to receipt of any further payments.
If project budget has specific categories with set dollar limits, the Grantee is required to include a
spreadsheet to show which category each invoice is being paid from and total of category before
payment can be made to Grantee. Organizations receiving funding should take into consideration
that it will take a maximum of 45 days for the County to process a check.
Furnishing false information may constitute a violation of applicable State and Federal laws.
CERTIFICATION OF FINANCIAL OFFICER: I certify that the above information is correct based on
our official accounting system and records, consistently applied and maintained and that the cost
shown have been made for the purpose of and in accordance with, the terms of the contract. The
funds requested are for reimbursement of actual cost made during this time period.
SIGNATURE TITLE
09-5321 11
South Florida National Parks Trust, Inc.
Agenda Item No. 16F3
September 29,2009
Page 100 of 129
EXHIBIT "E"
Naples @
Marco Island
~
Everglades VISITOR QUESTIONNAIRE
PAAAOI&E COAI5TOO-
Welcome to the Paradise Coast SM. Thank you for choosing this area for your visit.
Please take a few minutes to complete the following questions so that we can
better serve the needs of future visitors to Florida's Last Paradise SM. PLEASE
REFER TO OUR PARADISE COAST BROCHURES FOR THE LOCATION OF ALL AREA
ATTRACTIONS.
NAME: --
ADDRESS: CITY ST ZIP
DATE OF ARRIVAL: DATE OF DEPARTURE:
WHERE ARE YOU HOTEURESORT FRIENDS/FAMILY CONDOMINIUM
STAYING?
NAME OF HOTEL AND CITY/AREA:
NAME OF CONDOMINIUMITIMESHARE:
# OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAYING IN COLLIER COUNTY =
HOW DID YOU SELECT THE HOTEUCONDOMINIUM?
INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT ( )
OTHER:
NUMBER OF MEALS YOU & YOUR GROUP WILL EAT OUT:
Number of people in your party = _
Number of days of your visit = -
Number of meals eaten out each day =
PLANNED AREA ACTIVITIES: (Please circle all that apply)
ARTS & CULTURE WATER SPORTS NATURE FAMILY ATTRACTIONS
von Liebig Art Center Beaches Everglades Tour Naples Zoo
Naples Museum of Art Naples Pier County Parks Naples Botanical Garden
Sugden Theatre Shelling National Park Fun 'n Sun Water Park
Naples Philharmonic Fishing State Parks Swamp Buggy Race
Art Galleries Boating Corkscrew Swamp Mini Golf
Other Kayaking Conservancy of SW King Richard's Fun Park
Other FL Other
Lake Trafford
Other
SHOPPING AND DINING SIGHTSEEING RELAXATION &
Fifth Avenue South Lunch/Dinner Cruise/ ENTERTAINMENT
Third Street South Sunset Cruise Golf
Waterside Shops City Trolley Tour Spa
Venetian Bay Everglades Tour Shelling
Bayfront Segway Tour Seminole Casino
Tin City Dolphin Cruise Lounges & Clubs
Prime Outlets Other Music
Other Other
09-5321 12
South Florida National Parks Trust, Inc.
~ -"~
Agenda Item No. 16F3
September 29, 2009
Page 101 of 129
EXHIBIT "F"
South Florida National Parks Trust, Inc.
Project Budget
Funding - Not to Exceed
Fabrication and installation of exhibits at
Big Cypress Welcome Center. $17.000
-
Total: $17,000
,
09-5321 13
South Florida National Parks Trust, Inc.
Agenda Item No. 16F3
September 29,2009
Page 102 of 129
2010 TOURISM AGREEMENT BETWEEN
COLLIER COUNTY AND THE COLLIER COUNTY FREEDOM MEMORIAL TASK
FORCE
THIS AGREEMENT, is made and entered into this 29th day of September, 2009, by and
between the Collier County Freedom Memorial Task Force, a Florida not-for-profit corporation,
hereinafter referred to as "GRANTEE" and Collier County, a political subdivision of the State of
Florida, hereinafter referred to as "COUNTY".
WHEREAS, the COUNTY has adopted a Tourist Development Plan (hereinafter referred
to as "Plan") funded by proceeds from the Tourist Development Tax; and
WHEREAS, the Plan provides that certain of the revenues generated by the Tourist
Development Tax are to be allocated to acquire, construct, extend, enlarge, remodel, repair,
improve, maintain, operate or promote museums owned and operated by not-for-profit
organizations and open to the public; and
WHEREAS, GRANTEE has applied to the Tourist Development Council and the County
to use Tourist Development Tax funds for GRANTEE'S construction of the Freedom Memorial;
and .....--
WHEREAS, The Tourist Development Council has recommended funding for the
construction of the Freedom Memorial; and
WHEREAS, the Board of County Commissioners has made a finding that GRANTEE
qualifies as a museum; and
WHEREAS, The Collier County Board of County Commissioners has approved the
funding request of the GRANTEE and the Chairman was authorized to execute the Tourism
Agreement.
NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES
PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY
AGREED AS FOLLOWS:
1. SCOPE OF WORK:
(a) In accordance with the authorized expenditures as set forth in the Budget,
attached hereto as Exhibit "F", the GRANTEE shall expend the funds for the promotion of
GRANTEE'S construction of the Freedom Memorial (hereinafter "the Project"), to include, but
09-5321 1
Collier County Freedom Memorial Task Force
---
Agenda Item No. 16F3
September 29,2009
Page 103 of 129
not be limited to: site work, landscaping, irrigation, lighting, granite paving, cladding and
benches, state monuments, concrete and steel structure, and storm water piping.
2. PAYMENT:
(a) The maximum amount to be paid under this Agreement shall be a total of Thirty-
Nine Thousand Dollars ($39,000). GRANTEE shall be paid in accordance with the fiscal
procedures of the County for the expenditures incurred as described in Paragraph One (1) herein
upon submittal of a Request for Funds on the form attached hereto as Exhibit "D" and made a
part hereof, and shall submit vendor invoices and copies of checks or other evidence of payment
to the Executive Director of the Naples, Marco, Everglades Convention and Visitors Bureau
("CVB"), or his designee, for review and upon verification by letter from the GRANTEE that the
services or work performed as described in the invoice have been completed or that the goods
have been received and that all vendors have been paid.
(b) The Executive Director of the CVB, or his designee, shall determine that the
invoice payments are authorized and that the goods or services covered by such invoice( s] have
been provided or performed in accordance with such authorization. The line item budget
attached as Exhibit "F" shall constitute authorization for the expenditure( s] described in the
invoice( s].
(c) All expenditures shall be made in conformity with this Agreement.
(d) The COUNTY shall not pay GRANTEE until the Clerk of the Board of County
Commissioners pre-audits all payment invoices in accordance with law.
(e) GRANTEE shall be paid for its actual costs, not to exceed the total amount for
any line item nor the maximum amount budgeted pursuant to the attached "Exhibit F". The
amounts applicable to the various line items of Exhibit "F", subject to the maximum total
amount, may be increased or decreased by up to ten percent (10%) at the discretion of
GRANTEE. Adjustment in excess of ten percent (10%) of any line item may be authorized by
the County Manager or his designee.
(f) All reimbursement requests must be submitted prior to September 30, 2010 to be
eligible for payment.
09-5321 2
Collier County Freedom Memorial Task Force
Agenda Item No. 16F3
September 29,2009
Page 104 of 129
3. ELIGIBLE EXPENDITURES:
(a) Only eligible expenditures described in Paragraph One (1) will be paid by
COUNTY.
(b) COUNTY agrees to pay eligible expenditures incurred between October 1, 2009
and September 30, 2010.
(c) Any expenditures paid by COUNTY which are later deemed to be ineligible
expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request
to repay said funds.
(d) COUNTY may request repayment of funds for a period of up to three (3) years
after termination of this Agreement or any extension or renewal thereof.
4. INSURANCE:
(a) GRANTEE shall submit a Certificate of Insurance naming the Collier County,
Board of County Commissioners and the Tourist Development Council as additional insureds.
(b) The certificate of insurance must be valid for the duration of this Agreement, and
be issued by a company licensed in the State of Florida, and provide General Liability Insurance
for no less than the following amounts:
BODILY INJURY LIABILITY $300,000 each claim per person
PROPERTY DAMAGE LIABILITY $300,000 each claim per person
PERSONAL INJURY LIABILITY $300,000 each claim per person
WORKER'S COMPENSATION AND EMPLOYER'S LIABILITY - Statutory
(c) The Certificate of Insurance must be delivered to the Executive Director of the
CVB or his designee with copies of the Agreement executed by GRANTEE. The GRANTEE
shall not commence promotional or advertising activities which are to be funded pursuant to this
Agreement until the Certificate of Insurance has been received by the COUNTY and the
Agreement is fully executed.
5. REPORTING REQUIREMENTS:
(a) GRANTEE shall provide to County a preliminary status report on the form
attached hereto as Exhibit "A" within thirty (30) days of the effective date of the agreement.
09-5321 3
Collier County Freedom Memorial Task Force
Agenda Item No. 16F3
September 29, 2009
Page 105 of 129
(b) GRANTEE shall provide to County a quarterly interim status report on the form
attached hereto as Exhibit "B".
(c) GRANTEE shall provide to County a final status report on the form attached
hereto as Exhibit "c" no later than October 31,2010.
(d) Each report shall identify the amount spent, the duties performed, the services
provided and the goods delivered since the previous reporting period.
(e) GRANTEE shall take reasonable measures to assure the continued satisfactory
performance of all vendors and subcontractors.
(f) COUNTY may withhold any interim or final payments for failure of GRANTEE
to provide the interim status report or final status report until the County receives the interim
- status report or final status report or other report acceptable to the Executive Director of the
CVB.
(g) GRANTEE shall request that visitors to the Freedom Memorial complete the
visitor questionnaire attached to this Agreement as Exhibit "E". All completed visitor
questionnaires shall be maintained in accordance with Section 13 of this Agreement.
6. CHOICE OF VENDORS AND FAIR DEALING:
(a) GRANTEE may select vendors or subcontractors to provide services as described
in Paragraph One (1).
(b) COUNTY shall not be responsible for paying vendors and shall not be involved in
the selection of subcontractors or vendors.
(c) GRANTEE agrees to disclose any financial or other relationship between
GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related
employees, agents, officers, directors and/or shareholders.
(d) COUNTY may, in its discretion, object to the reasonableness of expenditures and
require payment if invoices have been paid under this Agreement for unreasonable expenditures.
The reasonableness of the expenditures shall be based on industry standards.
7. INDEMNIFICATION:
GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and
employees from any and all liabilities, damages, losses and costs, including, but not limited to,
reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence,
09-5321 4
Collier County Freedom Memorial Task Force
Agenda Item No. 16F3
September 29, 2009
Page 106 of 129
recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized
by the GRANTEE in the performance of this Agreement. This indemnification obligation shall
not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be
available to an indemnified party or person described in this paragraph.
8. NOTICES:
All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly
served if mailed by registered or certified mail to the GRANTEE at the following address:
J eny Sanford, Chairman
Collier County Freedom Memorial Task Force
2671 Airport Road South, Suite 202
- Naples, Florida 34112
All notices from the GRANTEE to the COUNTY shall be in writing and deemed duly
served if mailed by registered or certified mail to the COUNTY to:
Jack Wert, Executive Director
Naples, Marco Island, Everglades CVB
2800 N. Horseshoe Drive
Naples, Florida 34104 --
The GRANTEE and the COUNTY may change the above mailing address at any time
upon giving the other party written notification pursuant to this Section.
9. NO PARTNERSHIP: Nothing herein contained shall be construed as creating a
partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to
constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the
COUNTY.
10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all
matters pertaining to this Agreement and shall provide all information and documentation
requested by the COUNTY from time to time pertaining to the use of any funds provided
hereunder.
09-5321 5
Collier County Freedom Memorial Task Force
..__.
Agenda Item No. 16F3
September 29, 2009
Page 107 of 129
11. TERMINATION:
(a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause
by giving thirty (30) days advance written notice of such termination specifying the effective date
of termination.
(b) If the COUNTY terminates this Agreement, the COUNTY will pay the
GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with
subcontractors and vendors, up to the effective date of the termination so long as such expenses are
eligible.
12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and
accurate accounting records. -All revenue related to the Agreement must be recorded, and all
expenditures must be incurred within the term of this Agreement.
13. AVAILABILITY OF RECORDS: GRANTEE shall maintain records, books,
documents, papers and financial information pertaining to work performed under this Agreement
for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized
representatives, shall, until the expiration of three (3) years after final payment under this
Agreement, have access to, and the right to examine and photocopy any pertinent books,
documents, papers, and records of GRANTEE involving any transactions related to this
Agreement.
14. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or
transfer in whole or in part its interest in this Agreement without the prior written consent of the
COUNTY.
15. TERM: This Agreement shall become effective on October I, 2009 and shall
remain effective for one year until September 30, 20 I O. If the project is not completed within the
term of this agreement, all unreleased funds shall be retained by the COUNTY. Any extension of
this agreement beyond the one (1) year term in order to complete the Project must be at the express
consent of the Collier County Board of County Commissioners.
09-5321 6
Collier County Freedom Memorial Task Force
Agenda Item No. 16F3
September 29,2009
Page 108 of 129
16. The GRANTEE must request any extension of this term in writing at least sixty
(60) days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to
this Agreement to extend the term for an additional one (1) year.
17. BV ALVA TION OF TOURISM IMP ACT: GRANTEE shall monitor and evaluate
, the tourism impact of the Project, explaining how the tourism impact was evaluated, providing a
I
written report to the Executive Director of the CVB or his designee, along with a fmal budget
analysis by October 31, 2010.
18. REOUIRED NOTATION: All signage, promotional literature and media
advertising must prominently list Collier County and the Tourist Development Council as a
--
funding source to qualify for reimbursement..
19. AMENDMENTS: This Agreement may only be amended by mutual written
agreement of the parties, after review by the Collier County Tourist Development Council if
warranted.
IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an ---
authorized person or agent, hereunder - set their hands and seals on the date and year first above
written.
ATTEST: BOARD OF COUNTY COMMISSIONERS
DWIGHT E. BROCK, Clerk COLLIER COUNTY, FLORIDA
By:
DONNA FIALA, Chairman
Print Name
09-5321 7
Collier County Freedom Memorial Task Force
Agenda Item No. 16F3
September 29, 2009
Page 109 of 129
WITNESSES: GRANTEE:
(1) COLLIER COUNTY FREEDOM MEMORIAL
T ASK FORCE
Printed/Typed Name
(2) BY:
Printed/Typed Name Printed/Typed Name
-
Printed/Typed Title
09-5321 8
Collier County Freedom Memorial Task Force
Agenda Item No. 16F3
September 29,2009
Page 110 of 129
EXHIBIT" A"
Collier County Tourist Development Council
Preliminary Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
-
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina auestions and attach it to your ."."~-
application.
PRELIMINARY INFORMATION:
Is this a first time project? If not, please give details of past projects.
Do you anticipate using area hotels in support of your project?
If so, what are the estimated hotel room nights generated by project?
What is the estimated revenue generated by this project?
What is the estimated number of participants expected to visit the project?
If project planning is in progress, what has been done, what remains to be done, and are
there any problems?
If the project planning has not been started, why?
List any planned out-of-county advertising, marketing, and/or public relations that will be
used in support of the project.
09-5321 9
Collier County Freedom Memorial Task Force
Agenda Item No. 16F3
September 29, 2009
Page 111 of 129
EXHIBIT "B"
Collier County Tourist Development Council
Interim Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina auestions to identify the status of the
project. Submit this report at least auarterly.
INTERIM - These questions will identify the current status of the project. After the TDC
staff reviews this Interim Status Report, if they feel you are behind schedule on the
planning stages, they will make recommendations to help get the project stay on schedule.
Has the planning of this project started?
At what point are you at with the planning stage for this project? (Percent of completion)
Will any hotels/motels be utilized to support this project?
If so, how many hotel room nights will be utilized?
What is the total dollar amount to date of matching contributions?
What is the status of the advertising and promotion for this project?
Have your submitted any advertisements or printed pieces to the TDC staff for approval?
Please supply a sample and indicate the ad schedule.
How has the public interest for this project been up to this point?
09-5321 10
Collier County Freedom Memorial Task Force
Agenda Item No. 16F3
September 29, 2009
Page 112 of 129
EXHIBIT "e"
Collier County Tourist Development Council
Final Status.Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
--.
On an attached sheet, answer the followina auestions for each element in your
scope of work.
Final - These questions should be answered for your final status report.
Was this a first time project? If not, how many times has this event taken place?
What hotels/motels were utilized to support the project and how many?
What is the total revenue generated for this event?
Total expenses. (Have all vendors been paid?)
List the vendors that have been paid, if not, what invoices are still outstanding and why?
What is the number of participants that visited the project?
What is the percentage of the total participants from out of Collier County?
What problems occurred if any during the project event?
List any out-of-county- advertising, marketing, and/or public relations that was used to
support the project and attach samples.
How could the project been improved or expanded?
---".
09-5321 11
Collier County Freedom Memorial Task Force
Agenda Item No. 16F3
September 29,2009
Page 113 of 129
EXHIBIT "0"
REQUEST FOR FUNDS
eOLLlER eOUNTY TOURIST DEVELOPMENT eOUNelL
EVENT NAME
ORGANIZATION
ADDRESS
CONTACT PERSON TELEPHONE ( )
REQUEST PERIOD FROM TO
REQUEST#
( ) INTERIM REPORT ( ) FINAL REPORT
TOTAL CONTRACT AMOUNT $
EXPENSE BUDGET REIMBURSEMENT REQUESTED
TOTALS
NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in
your application. Copies of paid invoices, cancelled checks, tear sheets, printed samples or other
backup information to substantiate payment must accompany request for funds. The following
will not be accepted for payments: statements in place of invoices; checks or invoices not dated;
tear sheets without date, company or organizations name. A tear sheet is required for each ad for
each day or month of publication. A proof of an ad will not be accepted.
Each additional request for payment subsequent to the first request, Grantee is required to submit
verification in writing that all subcontractors and vendors have been paid for work and materials
previously performed or received prior to receipt of any further payments.
If project budget has specific categories with set dollar limits, the Grantee is required to include a
spreadsheet to show which category each invoice is being paid from and total of category before
payment can be made to Grantee. Organizations receiving funding should take into consideration
that it will take a maximum of 45 days for the County to process a check.
Furnishing false information may constitute a violation of applicable State and Federal laws.
CERTIFICATION OF FINANCIAL OFFICER: I certify that the above information is correct based on
our official accounting system and records, consistently applied and maintained and that the cost
shown have been made for the purpose of and in accordance with, the terms of the contract. The
funds requested are for reimbursement of actual cost made during this time period.
SIGNATURE TITLE
09-5321 12
Collier County Freedom Memorial Task Force
Agenda Item No. 16F3
September 29, 2009
Page 114 of 129
EXHIBIT "E"
Naples @
Marco Island
~
Everglades VISITOR QUESTIONNAIRE
PARADISE. COAST"
Welcome to the Paradise Coast SM. Thank you for choosing this area for your visit.
Please take a few minutes to complete the following questions so that we can
better serve the needs of future visitors to Florida's Last Paradise SM. PLEASE
REFER TO OUR PARADISE COAST BROCHURES FOR THE LOCATION OF ALL AREA
ATTRACTIONS.
-- NAME:
ADDRESS: CITY ST ZIP
DATE OF ARRIVAL: DATE OF DEPARTURE:
WHERE ARE YOU HOTEURESORT FRIENDS/FAMll Y CONDOMINIUM
STAYING?
NAME OF HOTEL AND CITY/AREA:
NAME OF CONDOMINIUMITIMESHARE:
# OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAYING IN COLLIER COUNTY =
HOW DID YOU SELECT THE HOTEUCONDOMINIUM? -,
INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT ( )
OTHER:
NUMBER OF MEALS YOU & YOUR GROUP WILL EAT OUT:
Number of people in your party =
Number of days of your visit =
Number of meals eaten out each day =
PLANNED AREA ACTIVITIES: (Please circle all that apply)
ARTS & CULTURE WATER SPORTS NATURE FAMILY ATTRACTIONS
von Liebig Art Center Beaches Everglades Tour Naples Zoo
Naples Museum of Art Naples Pier County Parks Naples Botanical Garden
Sugden Theatre Shelling National Park Fun 'n Sun Water Park
Naples Philharmonic Fishing State Parks Swamp Buggy Race
Art Galleries Boating Corkscrew Swamp Mini Golf
Other Kayaking Conservancy of SW King Richard's Fun Park
Other FL Other
Lake Trafford
Other
-,
09-5321 13
Collier County Freedom Memorial Task Force
Agenda Item No. 16F3
September 29, 2009
Page 115 of 129
SHOPPING AND DINING SIGHTSEEING RELAXATION &
Fifth Avenue South Lunch/Dinner Cruise/ ENTERTAINMENT
Third Street South Sunset Cruise Golf
Waterside Shops City Trolley Tour Spa
Venetian Bay Everglades Tour Shelling
Bayfront Segway Tour Seminole Casino
Tin City Dolphin Cruise Lounges & Clubs
Prime Outlets Other Music
Other Other
-
09-5321 14
Collier County Freedom Memorial Task Force
Agenda Item No. 16F3
September 29, 2009
Page 116 of 129
EXHIBIT "F"
Collier County Freedom Memorial Task Force
Project Budget
Fundina - Not to Exceed
Construction of Freedom Memorial $39.000
Total: - $39,000
09-5321 15
Collier County Freedom Memorial Task Force
Agenda Item No. 16F3
September 29, 2009
Page 117 of 129
2010 TOURISM AGREEMENT BETWEEN
COLLIER COUNTY AND NAPLES MUSEUM OF ART, INC.
THIS AGREEMENT is made and entered into this 29th day of September, 2009, by and
between Naples Museum of Art, Inc., a Florida not-for-profit corporation, hereinafter referred to
as "GRANTEE" and Collier County, a political subdivision of the State of Florida, hereinafter
referred to as "COUNTY".
WHEREAS, the COUNTY has adopted a Tourist Development Plan (hereinafter referred
to as "Plan") funded by proceeds from the Tourist Development Tax; and
WHEREAS, the . Plan provides that cert(ljn of the revenues generated by the Tourist
Development Tax are to be allocated to acquire, construct, extend, enlarge, remodel, repair,
improve, maintain, operate or promote museums owned and operated by not-for-profit
organizations and open to the public; and
WHEREAS, GRANTEE has applied to the Tourist Development Council and the County
to use Tourist Development Tax funds for exhibitions and educational programs to enhance the
quality of life for area residents and attract visitors; and
WHEREAS, the Tourist Development Council has recommended funding for the
promotion of upcoming exhibitions, accompanying national symposia, festivals, special events,
educational programs and workshops; and
WHEREAS, the Board of County Commissioners has made a finding that GRANTEE
qualifies as a museum; and
WHEREAS, The Collier County Board of County Commissioners has approved the
funding request of the GRANTEE and the Chairman was authorized to execute the Tourism
Agreement.
NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES
PROVIDED HEREIN, AND OTHER V ALUABLE CONSIDERATION, IT IS MUTUALLY
AGREED AS FOLLOWS:
1. SCOPE OF WORK:
(a) In accordance with the authorized expenditures as set forth in the Budget, attached
hereto as Exhibit "F", the GRANTEE shall expend the funds to promote the GRANTEE's
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Celebration of Latin Art and Culture at the Naples Museum of Art, Inc. (hereinafter "the
Project"), to include, but not be limited to, out of County advertising and promotion..
2. PAYMENT:
(a) The maximum amount to be paid under this Agreement shall be a total of Twenty
Thousand Dollars ($20,000). GRANTEE shall be paid in accordance with fiscal procedures of
the County for the expenditures incurred as described in Paragraph One (1) herein upon submittal
of a request for funds on the form attached hereto as Exhibit "D" and made a part hereof, and
shall submit vendor invoices and copies of cancelled checks or other evidence of payment to the
Executive Director of the Naples, Marco, Everglades Convention and Visitors Bureau ("CVB"),
or his designee, for review and upon verification by letter from the GRANTEE that the services
- -
or work performed as described in the invoice have been completed or that the goods have been
received and that all vendors have been paid.
(b) The Executive Director of the CVB or his designee shall determine that the
invoice payments are authorized and that the goods or services covered by such invoice[ s] have
been provided or performed in accordance with such authorization. The line item budget
attached as Exhibit "F" shall constitute authorization for the expenditure[s] described in the
invoice[ s].
(c) All expenditures shall be made in conformity with this Agreement.
(d) The COUNTY shall not pay GRANTEE until the Clerk of the Board of County
Commissioners pre-audits all payment invoices in accordance with law.
(e) GRANTEE shall be paid for its actual costs, not to exceed the total amount for
any line item nor the maximum amount budgeted pursuant to the attached "Exhibit F". The
amounts applicable to the various line items of Exhibit "F", subject to the maximum total--
amount, may be increased or decreased by up to ten percent (10%) at the discretion of
GRANTEE. Adjustment in excess of ten percent (10%) of any line item may be authorized by
the County Manager or his designee.
(f) All requests for reimbursement must be received prior to the close of the fiscal
year to be eligible for payment.
3. ELIGIBLE EXPENDITURES:
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(a) Only eligible expenditures described in Paragraph One (I) will be paid by
COUNTY.
(b) COUNTY agrees to pay eligible expenditures incurred between October I, 2009
and September 30,2010.
(c) Any expenditures paid by COUNTY which are later deemed to be ineligible
expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request
to repay said funds.
(d) COUNTY may request repayment of funds for a period of up to three (3) years
after termination of this Agreement or any extension or renewal thereof.
4. INSURANCE: -
(a) GRANTEE shall submit a Certificate of Insurance naming the Collier County
Board of County Commissioners and the Tourist Development Council as additional insureds.
(b) The certificate of insurance must be valid for the duration of this Agreement, and
be issued by a company licensed in the State of Florida, and provide General Liability Insurance
for no less than the following amounts:
BODILY INJURY LIABILITY $300,000 each claim per person
PROPERTY DAMAGE LIABILITY $300,000 each claim per person
PERSONAL INJURY LIABILITY $300,000 each claim per person
WORKER'S COMPENSATION AND EMPLOYER'S LIABILITY - Statutory
(c) The Certificate of Insurance must be delivered to the Executive Director of the
CVB, or his designee, with the executed Agreement. The GRANTEE shall not commence
promotional or advertising activities which are to be funded pursuant to this Agreement until the
Certificate of Insurance has been received by the COUNTY and the Agreement is fully executed.
5. REPORTING REQUIREMENTS:
(a) GRANTEE shall provide to County a preliminary status report on the form
attached hereto as Exhibit "A" within thirty (30) days of the effective date of the agreement.
(b) GRANTEE shall provide to County a quarterly interim status report on the form
attached hereto as Exhibit "B".
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Agenda Item No. 16F3
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(c) GRANTEE shall provide to County a final status report on the form attached
hereto as Exhibit "c" no later than October 31, 2010.
(d) Each report shall identify the amount spent, the duties performed, the services
provided and the goods delivered since the previous reporting period.
(e) GRANTEE shall take reasonable measures to assure the continued satisfactory .
performance of all vendors and subcontractors.
(t) COUNTY may withhold any interim or final payments for failure of GRANTEE
to provide the interim status report or final status report until the County receives the interim
status report or final status report or other report acceptable to the Executive Director of the
CVB.
(g) GRANTEE shall request that visitors to the Naples Museum of Art, Inc., complete -
the visitor questionnaire attached to this Agreement as Exhibit "E". All completed visitor
questionnaires shall be maintained in accordance with Section 13 of this Agreement.
6. CHOICE OF VENDORS AND FAIR DEALING:
(a) GRANTEE may select vendors or subcontractors to provide services as described
in Paragraph One (1).
(b) COUNTY shall not be responsible for paying vendors and shall not be involved in
the selection of subcontractors or vendors.
(c) GRANTEE agrees to disclose any financial or other relationship between
GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related
employees, agents, officers, directors and/or shareholders.
(d) COUNTY may, in its discretion, object to the reasonableness of expenditures and
require payment if invoices have been paid under this Agreement for unreasonable expenditures.
The reasonableness of the expenditures shall be based on industry standards.
7. INDEMNIFICA nON:
GRANTEE shall indemnify and hold harmless Collier County, its agents, officers and
employees from any and all liabilities, damages, losses and costs, including, but not limited to,
reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence,
recklessness, or intentionally wrongful conduct of the GRANTEE or anyone employed or utilized
by the GRANTEE in the performance of this Agreement. This indemnification obligation shall
.-.
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not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be
available to an indemnified party or person described in this paragraph.
8. NOTICES:
All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly
served if mailed by registered or certified mail to the GRANTEE at the following address:
Myra Daniels, CEO
Naples Museum of Art, Inc.
5833 Pelican Bay Boulevard
Naples, Florida 34108
All notices from the GRANTEE to the COUNTY shall be in writing and deemed duly
served if mailed by registered or certified mail to the COUNTY to:
Jack Wert, Executive Director
Naples, Marco Island, Everglades CVB
2800 N. Horseshoe Drive
Naples, Florida 34104
The GRANTEE and the COUNTY may change the above mailing address at any time
upon giving the other party written notification pursuant to this Section.
9. NO PARTNERSHIP: Nothing herein contained shall be construed as creating a
partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to
constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the
COUNTY.
10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all
matters pertaining to this Agreement and shall provide all information and documentation
requested by the COUNTY from time to time pertaining to the use of any funds provided
hereunder.
11. TERMINATION:
(a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause
by giving thirty (30) days advance written notice of such termination specifying the effective date
of termination.
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(b) If the COUNTY terminates this Agreement, the COUNTY will pay the
GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with
subcontractors and vendors, up to the effective date of the termination so long as such expenses are
eligible.
12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and
accurate accounting records. All revenue related to the Agreement must be recorded, and all
expenditures must be incurred within the term of this Agreement.
13. AVAILABILITY OF RECORDS: GRANTEE shall maintain records, books,
documents, papers and financial information pertaining to work performed under this Agreement
for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized
representatives, shall, until the expiration of three (3) years after final payment under this
Agreement, have access to, and the right to examine and photocopy any pertinent books,
documents, papers, and records of GRANTEE involving any transactions related to this
Agreement.
14. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or
transfer in whole or in part its interest in this Agreement without the prior written consent of the
COUNTY
15. TERM: This Agreement shall become effective on October I, 2009 and shall
remain effective for one year until September 30,2010. If the project is not completed within the
term of this agreement, all unreleased funds shall be retained by the COUNTY. Any extension of
this agreement beyond the one (1) year term in order to complete the Project must be at the express
consent of the Collier County Board of County Commissioners.
16. The GRANTEE must request any extension of this term in writing at least sixty
(60) days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to
this Agreement to extend the term for an additional one (I) year.
17. EV ALUA TION OF TOURISM IMP ACT: GRANTEE shall monitor and evaluate
the tourism impact of the Project, explaining how the tourism impact was evaluated, providing a ...-
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written report to the Executive Director of the CVB or his designee, along with a final budget
analysis by October 31, 2010.
18. REQUIRED NOTATION: All promotional literature and media advertising must
prominently list Collier County and the Tourist Development Council as a source of funding and
display the CVB logo with website'address to qualify for reimbursement.
19. AMENDMENTS: This Agreement may only be amended by mutual written
agreement of the parties, after review by the Collier County Tourist Development Council if
warranted.
IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an
authorized person or agent, hereunder set their hands and seals on the date and year first above
written.
ATTEST: BOARD OF COUNTY COMMISSIONERS
DWIGHT E. BROCK, Clerk COLLIER COUNTY, FLORIDA
By:
DONNA FIALA, Chairman
Approved as to form and
(if sufficiency
~SSistant County Attorney
Print Name
WITNESSES: GRANTEE:
(1) NAPLES MUSEUM OF ART, INC.
Printed/Typed Name
(2) BY:
Printed/Typed Name PrintedlTyped Name
Printed/Typed Title
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EXHIBIT" A"
Collier County Tourist Development Council
Preliminary Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina auestions and attach it to your
_.
application.
PRELIMINARY INFORMATION:
Is this a first time project? If not, please give details of past projects.
Do you anticipate using area hotels in support of your project?
If so, what are the estimated hotel room nights generated by project?
What is the estimated revenue generated by this project?
What is the estimated number of participants expected to visit the project?
If project planning is in progress, what has been done, what remains to be done, and are
there any problems?
If the project planning has not been started, why?
List any planned out-of-county advertising, marketing, and/or public relations that will be
used in support of the project.
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EXHIBIT "B"
Collier County Tourist Development Council
Interim Status Report
EVENT NAM E:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON: TITLE:
-
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
On an attached sheet, answer the followina auestions to identify the status of the
project. Submit this report at least auarterly.
INTERIM - These questions will identify the current status of the project. After the TDC
staff reviews this Interim Status Report, if they feel you are behind .schedule on the
planning stages, they will make recommendations to help get the project stay on schedule.
Has the planning of this project started?
At what point are you at with the planning stage for this project?
(Percent of completion)
Will any hotels/motels be utilized to support this project?
If so, how many hotel room nights will be utilized?
What is the total dollar amount to date of matching contributions?
What is the status of the advertising and promotion for this project?
Have your submitted any advertisements or printed pieces to the TOC staff for approval?
Please supply a sample and indicate the ad schedule.
How has the public interest for this project been up to this point?
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EXHIBIT "e"
Collier County Tourist Development Council
Final Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
--
CONTACT PERSON: TITLE:
ADDRESS:
PHONE: FAX:
-------------------------------------------------------------------
-------------------------------------------------------------------
--
On an attached sheet, answer the fo/lowina auestions for each element in your
scope of work.
Final - These questions should be answered for your final status report.
Was this a first time project? If not, how many times has this event taken place?
What hotels/motels were utilized to support the project and how many?
What is the total revenue generated for this event?
Total expenses. (Have all vendors been paid?)
List the vendors that have been paid, if not, what invoices are still outstanding and why?
What is the number of participants that visited the project?
What is the percentage of the total participants from out of Collier County?
What problems occurred if any during the project event?
List any out-of-county- advertising, marketing, and/or public relations that was used to
support the project and attach samples.
How could the project been improved or expanded?
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EXHIBIT "0"
REQUEST FOR FUNDS
eOLLlER COUNTY TOURIST DEVELOPMENT eOUNelL
EVENT NAME
ORGANIZATION
ADDRESS
CONTACT PERSON TELEPHONE ( )
REQUEST PERIOD FROM TO
REQUEST#
-
( ) INTERIM REPORT ( ) FINAL REPORT
TOTAL CONTRACT AMOUNT $
EXPENSE BUDGET REIMBURSEMENT REQUESTED
TOTALS
NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined in
your application. Copies of paid invoices, cancelled checks, tear sheets, printed samples or other
backup information to substantiate payment must accompany request for funds. The following
will not be accepted for payments: statements in place of invoices; checks or invoices not dated;
tear sheets without date, company or organizations name. A tear sheet is required for each ad for
each day or month of publication. A proof of an ad will not be accepted.
Each additional request for payment subsequent to the first request, Grantee is required to submit
verification in writing that all subcontractors and vendors have been paid for work and materials
previously performed or received prior to receipt of any further payments.
If project budget has specific categories with set dollar limits, the Grantee is required to include a
spreadsheet to show which category each invoice is being paid from and total of category before
payment can be made to Grantee. Organizations receiving funding should take into consideration
that it will take a maximum of 45 days for the County to process a check.
Furnishing false information may constitute a violation of applicable State and Federal laws.
CERTIFICATION OF FINANCIAL OFFICER: I certify that the above information is correct based on
our official accounting system and records, consistently applied and maintained and that the cost
shown have been made for the purpose of and in accordance with, the terms of the contract. The
funds requested are for reimbursement of actual cost made during this time period.
SIGNATURE TITLE
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EXHIBIT "E"
Naples @
Marco Island
~
Everglades VISITOR QUESTIONNAIRE
PARADISE. COAST~
Welcome to the Paradise Coast SM. Thank you for choosing this area for your visit.
Please take a few minutes to complete the following questions so that we can
better serve the needs of future visitors to Florida's Last Paradise SM. PLEASE
REFER TO OUR PARADISE COAST BROCHURES FOR THE LOCATION OF ALL AREA
ATTRACTIONS.
NAME: -
ADDRESS: CITY ST ZIP
DATE OF ARRIVAL: DATE OF DEPARTURE:
WHERE ARE YOU HOTEL/RESORT FRIENDS/FAMILY CONDOMINIUM
STAYING?
NAME OF HOTEL AND CITY/AREA:
NAME OF CONDOMINIUMITIMESHARE:
# OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAYING IN COLLIER COUNTY =
HOW DID YOU SELECT THE HOTEL/CONDOMINIUM? -
INTERNET ( ) YOUR CHOICE ( ) TRAVEL AGENT ( )
OTHER:
NUMBER OF MEALS YOU & YOUR GROUP WILL EAT OUT:
Number of people in your party = _
Number of days of your visit = -
Number of meals eaten out each day =
PLANNED AREA ACTIVITIES: (Please circle all that apply)
ARTS & CULTURE WATER SPORTS NATURE FAMILY ATTRACTIONS
von Liebig Art Center Beaches Everglades Tour Naples Zoo
Naples Museum of Art Naples Pier County Parks Naples Botanical Garden
Sugden Theatre Shelling National Park Fun 'n Sun Water Park
Naples Philharmonic Fishing State Parks Swamp Buggy Race
Art Galleries Boating Corkscrew Swamp Mini Golf
Other Kayaking Conservancy of SW King Richard's Fun Park
Other FL Other
Lake Trafford
Other
SHOPPING AND DINING SIGHTSEEING RELAXATION &
Fifth Avenue South Lunch/Dinner Cruise/ ENTERTAINMENT
Third Street South Sunset Cruise Golf
Waterside Shops City Trolley Tour Spa
Venetian Bay Everglades Tour Shelling
Bayfront Segway Tour Seminole Casino
Tin City Dolphin Cruise Lounges & Clubs
Prime Outlets Other Music
Other Other -
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EXHIBIT "F"
Naples Museum of Art, Inc.
Project Budget
Fundina - Not to Exceed
Promotion of Latin Festival in out of Collier County media, $20,000
printing and brochures.
Total: $20,000
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