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Agenda 04/08/2008 Item #16D18 Agenda Item No. 16D18 April 8, 2008 Page 1 of 12 EXECUTIVE SUMMARY Recommendation to waive the formal bid process and authorize an agreement with the Pepsi Cola Bottling Company of Naples for a period of 18 months for beverage service for North Collier Regional Park. Obiective: To provide resale beverage service at North Collier Regional Park. Considerations: North Collier Regional Park offers beverages for sale at three concession locations: Sun-N-Fun Lagoon, the Soccer Complex, and the Softball Complex. Staff has negotiated with Pepsi Cola Bottling Company of Naples and the previous contract was awarded and approved by the Board of County Commissioners on May 23, 2006. Staff recommends continuation of the agreement with Pepsi under the same terms and agreement. As written in the 2006 Pepsi agreement, the 2008 Pepsi agreement also requests the Right of First Refusal to match any offer made to the County by a third party. Staff is also requesting that the Board of County Commissioners agree to the Right of First Refusal as it demonstrates Pepsi's continued conm1itment to providing the highest quality beverage service, including best pricing and overall value to the North Collier Regional Park, As a result of Pepsi's continued commitment to provide quality service to Collier County, Parks and Recreation recommends that the Board of County Commissioners waive the formal bid process. Since 2006, Pepsi has provided Collier County with the most competitive prices, and it is in the best interest of the County to continue their business relationship with Pepsi. Fiscal Impact: Estimated expenditure over the life of the l8-month contract is $45,000. Estimated gross revenue associated with that expenditure is $125,000. Associated expenditures and revenues are budgeted within the North Collier Regional Park fund center within the Parks and Recreation budget for FY 08. Growth ManaQement Impact: No Grmvth Management Impact is associated with this action. Recommendation: That the Board of County Commissioners waives the formal bid process and authorizes the chairman to sign and continue an agreement with the Pepsi Cola Bottling Company of Naples for a period of 18 months for beverage service for North Collier Regional Park. Prepared by: Gregory Cartotto, Senior Program Leader, Concessions .- Agenda Item No. 16D18 April 8, 2008 Page 2 of 12 FOUNTAIN AND BOTTLE/CAN SALES AGREEMENT This sets forth the agreement ("Agreement") between Bottling Group, LLC, d/b/a The Pepsi Bottling Group, a Delaware limited liability company with an office located at 1225 Industrial Boulevard, Naples, Florida 34104 ("PBG") and Collier Board of County Commissioners with its principal place of business at 15000 Livingston Road, Naples, Florida 34109 (the "Customer") relating to the purchase by the Customer from PBG of Postmix Products (as defined below) and B & C Products (as defined below). The support described below is in lieu of any other discounts, allowances or rebates to which the Customer might otherwise be entitled from time to time. Definitions As used in this Agreement, the following capitalized terms shall have the respective meanings assigned thereto below. "Beverage Products" shall mean Postmix Products and B & C Products. "B & C Products" shall mean all carbonated and noncarbonated, nonalcoholic beverages, including, but not limited to, carbonated soft drinks, ready-to-drink teas, ready-to-drink coffees, isotonics (sports drinks), juices and juice drinks, energy drinks and water as listed in Attachment C which may be amended by PBG from time to time. "Cases" shall mean the number of cases of B & C Products purchased by the Customer from PBG. "Gallons" shall mean the number of gallons of the Postmix Products purchased by the Customer from PBG. "Postmix Products" shall mean carbonated soft drinks, teas, energy drinks and juice products as listed in Attachment B which may be amended by PBG from time to time. "Premises" shall mean that location known as Sun-N-Fun Lagoon and the entire grounds, including but not limited to, the buildings, athletic fields and facilities, concession stands, parking lots, food service outlets and vending areas. "Year" shall mean each 12-month period during the Term commencing on the first day of the Term or an anniversary thereof. 1. Term The term of this Agreement shall be for a period of eighteen (18) months, commencing on March 7, 2008 and expire upon September 6, 2009 when fully executed this Agreement will constitute a binding obligation of both parties until expiration or termination. 1 F:\Pepsi\Colier County parks revised 3-13-08 (3),doC Agenda Item No. 16018 April 8, 2008 Page 3 of 12 2. Scope During the Term, Customer shall purchase Postmix Products for use in preparing fountain beverage products (the "Fountain Products") and B & C Products from PBG sold under the trademarks of PepsiCo, Inc. or other third party licensor to be sold on the Premises, Customer shall be responsible for stocking machines with the Beverage Products purchased directly from PBG only. Customers shall further be responsible for collecting, for its own account, all cash monies from the vending equipment and for all related accounting for all cash monies collected therefrom. 3. Performance This Agreement, including all of PBG's support to the Customer as described below, is contingent upon the Customer complying with all of the following performance criteria: (1) The Beverage Products shall be the exclusive beverage products of their respective types sold, dispensed or otherwise made available, or in any way advertised, displayed, represented or promoted at or in connection with Premises by any method or through any medium whatsoever (including without limitation print, broadcast, direct mail, coupons, handbills, displays and signage), whether public or private. In no event shall there be served, dispensed or otherwise made available, or in any way advertised, displayed, represented or promoted, beverage products licensed by, or produced by bottlers licensed by, The Coca-Cola Company or any affiliate thereof. (2) The Customer shall have brand identification for each Fountain Product served on all menuboards and postmix dispensing valves at the Premises throughout the Term. (3) The Customer shall only use the Postmix Products for use in preparing the Fountain Products (i) in accordance with the standards established by Pepsi-Cola Company; and (ii) only for immediate or imminent consumption and shall not resell the Postmix Products to either to nonaffiliated outlets or to consumers in any form other than the Fountain Products. (4) Customer agrees to permit PBG to display banners and signage containing trademarks of the Products being sold at the Premises. 4. Consideration In consideration of the exclusive rights granted to PBG by Customer over the Term of this Agreement, PBG shall provide Customer with the following: (1) Initial support funds in the amount of Three Thousand Three Hundred Dollars ($3,300.00), payable to the Customer within forty-five (45) days of the signing of this Agreement by both parties (the "Initial Support Funds"). The Initial Support Funds are earned by the Customer over the Term based on PBG's ability to make its Beverage F:\Pepsi\Colier County parks revised 3-13-08 {3).doc 2 Agenda Item No. 16D18 April 8, 2008 Page 4 of 12 Products, listed in Attachment Sand C, available for sale at the Premises during the entire Term. lri the event PSG terminates this Agreement due to the Customer's failure to cure a breach hereof, the unearned I nitial Support Funds will be repaid to PSG pursuant to the terms of Section 7(b)(1) herein, (2) Each Year throughout the Term, PSG will accrue rebates on behalf of the Customer at the rate of $1.00 per Gallon purchased by the Customer and at the rate per Case purchased by the Customer as listed on Attachment A (the "Rebates"). The Rebates will be paid to the Customer within forty-five (45) days after the end of the Term. 5. EQuipment PSG will loan the Customer, at no charge, appropriate equipment for dispensing the Severage Products during the Term ("Equipment"), Customer agrees that the Equipment shall be exclusively used to display and merchandise the Severage Products, and the Customer shall not use the Equipment to display, stock, advertise, sell or maintain any other products or beverages (including on the exterior of the Equipment), PSG will also provide, at no charge to the Customer, maintenance service to the Equipment. Title to such Equipment will remain vested in PSG or its affiliate and all such Equipment will be returned to PSG upon expiration or earlier termination of this Agreement Each Year during the Term or at PSG's request, Customer shall provide PSG with a written Equipment verification list indicating the asset number, Equipment type and location of the Equipment loaned to the Customer pursuant to this Agreement Failure to provide such verification list to PSG shall be deemed a material breach of this Agreement. 6. PricinQ The Postmix Products, which are produced or sold by PSG, shall be purchased by the Customer from PSG at the prices established by PSG from time to time, The current prices are as set forth on Attachment S hereto. The S & C Products, which are produced or sold by PSG, shall be purchased by the Customer from PBG at the prices established by PBG from time to time. The current prices are as set forth on Attachment C hereto. Payments will be made in accordance with Chapter 218, Florida Statutes, otherwise known as the Florida Prompt Payment Act 7. General Terms (a) Termination. Either party may terminate this Agreement if the other commits a material breach of this Agreement; provided, however, that the terminating party has given the other party written notice of the breach and the other party has failed to remedy or cure the breach within thirty (30) days of such notice, Additionally, if PSG's exclusive rights to sell anyone or more of the Beverage Products, are terminated, violated, prohibited or limited F:\Pepsi\Colier County parks revisec:l3-13-08 (3).doc 3 Agenda item No. 16018 April 8, 2008 Page 5 of 12 during the Term of this Agreement for any reason, including by way of final judicial opinion, imposition or modification of any local, state or federal laws and/or regulations, whether or not due to a cause beyond the reasonable control of Customer, PBG may either terminate the Agreement, as provided herein, or reduce the funding provided in Section 4 herein, to an amount equal to the then-current ongoing fees PBG would pay for the right to market, sell or distribute the remaining Beverage Products, (b) Remedies. If PBG terminates this Agreement as a result of Customer's breach including Customer's failure to purchase and serve the Fountain Products or B & C Products at the Premises throughout the Term, then in addition to any other remedies, including but not limited to the recovery of lost profits, to which PBG may be entitled by reason of such breach, the Customer shall immediately make the following payments to PBG: (1) A payment reflecting reimbursement for all funding previously advanced by PBG but not earned by the Customer pursuant to the terms of this Agreement. With regard to the Initial Support Funds, the amount of such reimbursement shall be determined by multiplying the Initial Support Funds by a fraction, the numerator of which is the number of months remaining in the Term at the time such termination occurs and the denominator of which is 36; (2) At PBG's election, Customer shall either reimburse PBG for the current fair market value of the Equipment (as reasonably determined by PBG, applying generally accepted accounting standards) or surrender to PBG all Equipment installed in the at the Premises, whether leased, loaned or otherwise made available by PBG; and (3) A payment to PBG reflecting reimbursement for the cost of installation, service and refurbishing of Equipment provided during the Term and the cost of removal of all Equipment that has been installed at the Premises, if applicable. (c) Expiration, Upon expiration of this Agreement, if Customer has not entered into a further agreement with PBG for the purchase of Beverage Products, Customer shall, at PBG's election, either reimburse PBG for the current fair market value of the Equipment (as reasonably determined by PBG, applying generally accepted accounting standards) or surrender to PBG all Equipment installed at the Premises, whether leased, loaned or otherwise made available by PBG, (d) Riqht of Offset. PBG reserves the right to withhold payments due hereunder as an offset against amounts not paid by Customer for Postmix Products and B & C Products ordered by and delivered to Customer. (e) Customer Representation. Customer represents and warrants to PBG that they (i) have the authority to enter into this Agreement on behalf of Sun-and-Fun Lagoon; and (ii) the execution, delivery and performance of this Agreement by Customer will not violate any agreements with, or rights of, third parties. (f) Entire Aqreement. This Agreement contains the entire agreement between the parties hereto regarding the subject matter hereof and supersedes all other agreements between the parties, including prior funding commitments relating to the purchase of the Postmix Products 4 F:\Pepsi\Co\ier County parks revised 3-13.08 (3).doc Agenda Item No. 16D18 April 8, 2008 Page 6 of 12 and S & C Products by Customer. This Agreement may be amended or modified only by a writing signed by each of the parties. (g) Non-Disclosure. Except as may otherwise be required by law (e,g, F.S. 119, Florida Sunshine Law) or legal process, neither party shall disclose to unrelated third parties the terms and conditions of this Agreement without the consent of the other. (h) Indemnification. Each party agrees to indemnify, defend and hold harmless the other, its officers, board members, agents and employees from and against any and all fines, suits, claims, demands, penalties, liabilities, costs or expenses, losses, settlements, judgments and awards and actions of whatever kind or nature, including attorney's fees and costs (and costs and fees on appeal), and damages arising from any negligent, willful or wrongful misconduct, knowing misrepresentation or breach of this Agreement by such party, its officers, board members, agents or employees. This paragraph shall not be construed in any way to alter the State's waiver of sovereign immunity or extend the parties liability beyond the limits established in Section 768.28, Florida Statutes. (i) Governinq Law. This Agreement shall be governed by the laws of the State of Florida. U) Riqht of First Refusal. Upon expiration or termination of this Agreement, Customer hereby grants PSG the right of first refusal to match any offer made to Customer by any third party with respect to the supply of beverage products to Customer. (k) Price Discrepancy. Any price discrepancy claim must be submitted to PSG within 365 days of the date of the invoice in question. If the Customer makes a price discrepancy claim within 90 days of the invoice date, the Customer must submit a written request specifying the particular product and amount in dispute and reason for the dispute. This request should be addressed to: Accounts Receivable Pepsi-Cola Customer Service Center P.O Sox 10 Winston-Salem, North Carolina 27102, If the Customer makes a price discrepancy claim from 91 to 365 days after the date of invoice, in addition to the written request as specified above, the Customer must submit to PSG a copy of the invoice in question, copies of any check remittances pursuant to the invoice in question and any additional supporting documentation. (I) PSG reserves the right to limit quantities, withhold or deduct funding as an offset to amount not paid by Customer or terminate this Agreement if the Customer (i) sells Beverage Products directly or indirectly for resale outside of the PBG's exclusive territory where the Customer operates, (ii) purchases Beverage Products outside PSG's exclusive territory where the Customer operates and resells such Beverage Products within PSG's exclusive territory or (iii) does not comply with PBG's payment terms or makes an unauthorized deduction from amounts due. F:\Pepsi\Colier County parks revised 3-13-08 (3}.doc 5 Agenda Item No. 16018 April 8, 2008 Page 7 of 12 Bottling Group, LLC d/b/a The Pepsi Bottling Group BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA By: BY: Print Name: Tom Henning Title: Title: Chairman Date: Date: Approved as to Form and Legal Sufficiency ATIEST: Dwight E. Brock, Clerk of Courts By: rroff:eeu~ fJ~ e Assistant County ttorney By: eDl lee'll /lI1. &rUne Print Name: Print Name Date: 3'lq'D~ Date: 6 F:\Pepsi\Colier County parks revised 3-13--08 {3).doc Agenda Item No. 16D18 April 8, 2008 Page 8 of 12 Attachment A Product Rebates Rebates Per Cases CSD 200z, Bottles (24)pk: Tropicana 200z Bottles (24)pk: Aquafina 200z, Bottles (24)pk: Gatorade 200z, Bottles (24pk: FNT, Products $3,73 $3.73 $2,68 $1.25 $1.00 per gallon 'All pricing subject to change with a 30 day notice. F:\Pepsi\CoJier County parks revised 3-13-08 (3).doc 7 Attachment B Postmix Products and Prices $10.10 per gallon on Pepsi brands $11.10 per gallon on Dr Pepper, Lipton, Fruitworks $25.00 per gallon on Citrus Springs Juices $46.00 per box on Lipton Brewed Tea Extract $38.00 per box on Lipton Tea Sweetener C02 $35.00 Deposit $18.00 per tank 'All pricing subject to change with a 30 day notice. Agenda item No. 16D18 April 8, 2008 Page 9 of 12 F:\Pepsi\Colier County parks revised 3-13-08 (3).doc 8 Agenda Item No. 16D18 April 8, 2008 Page 10 of 12 Attachment C Bottle & Can Products and Prices CSD 2ooz. Bottles (24)pk: Tropicana 200z Bottles (24)pk: Aquafina 200z. Bottles (24)pk: Gatorade 2ooz. Bottles (24pk: Dole Juices 160z, Bottles (12)pk: Lipton Tea 16oz. Bottles (12)pk: Frappuccino 9,50z, Bottles (12)pk: So Be 20oz. Bottles (12)pk: Adrenaline Rush & AMP Cans (12)pk: 22 oz wax cups 32 oz was cups 22 oz lids 32 oz lids $18.00 $18.00 $10.50 $18.00 $11.00 $11.00 $14.00 $14.00 $16,50 $49.00/case $49.00/case $29,00/case $29.o0/case F:\Pepsi\Colier County parks revised 3-13-08 (3).doc 9 Page I of 2 t-\CJenda Item No. 16018 - April 8, 2008 Page 11 of 12 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS Item Number: 16018 Meeting Date: Recommendation to waive the formal bid process and authorize an agreement with the Pepsi Cola Bottling Company of Naples for a period of 18 months for beverage service for North Collier Regional Park. ($45,000) 41812008 9:0000 AM Item Summary: Approved By Linda Best Contracts Agent Date Administrative Services Purchasing 3124/200810:19 AM Approved By Barry Williams Director Date Public Services Parks and Recreation 3/24120085:44 PM Approved By Colleen Greene Assistant County Attorner Date County Attorney County Attorney Office 3/25(2008 11 :52 Ar\.1 Approved By Scott Johnson Purchasing Agent Date Administrative Services Purchasing 3/2512008 12:01 PM Approved By Marla Ramsey Public Services Administrator Date Public Services Public Services Admin. 3/25120082:05 PM Approved By Mike Hauer Acquisition Manager Date Administrative Services Purchasing 3/25/2008 2:44 PM Approved By Mike Hauer Acquisition Manager Date Administrative Services Purchasing 3/25120082:44 PM Approved By Sherry Pryor Management & Budget Analyst Date County Manager's Office Office of Management & Budget 3/25/20084:05 PM Approved By John A. Yonkosky Director of the Office of Management Date County Manager's Office Office of Management & Budget 3127/20082:00 PM Approved By file://C:\AllendaTest\ExDort\ 1 04-Anril%208.%202008\ 16.%20CONSENT%20AGENDA \ 16... 4/2/2008 Page 20f2 Agenda Item No. 16D18 April 8, 2008 Page 12 of 12 Leo E. Ochs, Jr. Deputy County Manager Date Board of County Commissioners County Manager's Office 3/29/20089:12 AM tile://C:\AgendaTest\Exnort\ 1 04-Anril%208.%202008\ 16.%20CONSENT%20AGENDA \ 16... 4/2/2008