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#19-7640 (Becker & Poliakoff, P.A.)
FIXED FEE PROFESSIONAL SERVICE AGREEMENT 19-7640 for Federal Lobbyist Services THIS AGREEMENT, made and entered into on this day of "T.2ri f e f- 20 (9 , by and between Becker & Poliakoff, P.A authorized to do business in the State of Florida, whose business address is 4001 Tamiami Trail N., Suite 270, Naples, FL 34103 , (the "Contractor") and Collier County, a political subdivision of the State of Florida, (the "County"): WITNESSETH: 1. The Agreement shall be for a one ( 1 ) year period, commencing ■ upon the date of Board approval n on and terminating one (1 ) year(s) from that date or until all outstanding Purchase Order(s) issued prior to the expiration of the Agreement period have been completed or terminated. The County may, at its discretion and with the consent of the Contractor, renew the Agreement under all of the terms and conditions contained in this Agreement for three (3 ) additional one (1 ) year(s) periods. The County shall give the Contractor written notice of the County's intention to renew the Agreement term prior to the end of the Agreement term then in effect. The County Manager, or his designee, may, at his discretion, extend the Agreement under all of the terms and conditions contained in this Agreement for up to one hundred and eighty (180) days. The County Manager, or his designee, shall give the Contractor written notice of the County's intention to extend the Agreement term prior to the end of the Agreement term then in effect. 2. COMMENCEMENT OF SERVICES. The Contractor shall commence the work upon issuance of a ■ Purchase Order . 3. STATEMENT OF WORK. The Contractor shall provide services in accordance with the terms and conditions of ■ Request for Proposal (RFP) {-1--T-134 H Other ( } # 19-7640 , including all Attachment(s), Exhibit(s) and Addenda and the Contractor's proposal referred to herein and made an integral part of this Agreement. ■ The Contractor shall also provide services in accordance with Exhibit A — Scope of Services attached hereto. Page 1 of 15 Fixed Price Professional Service Agreement#2017-001 (Ver.1) 3.1 This Agreement contains the entire understanding between the parties and any modifications to this Agreement shall be mutually agreed upon in writing by the Parties, in compliance with the County's Procurement Ordinance, as amended, and Procurement Procedures in effect at the time such services are authorized. 3.2 The execution of this Agreement shall not be a commitment to the Contractor to order any minimum or maximum amount. The County shall order items/services as required but makes no guarantee as to the quantity, number, type or distribution of items/services that will be ordered or required by this Agreement. 4. THE AGREEMENT SUM. The County shall pay the Contractor for the performance of this Agreement based on Exhibit B- Fee Schedule, attached hereto and the price methodology as defined in Section 4.1. Payment will be made upon receipt of a proper invoice and upon approval by the County's Contract Administrative Agent/Project Manager, and in compliance with Chapter 218, Fla. Stats., otherwise known as the "Local Government Prompt Payment Act". 4.1 Price Methodology (as selected below): n Lump Sum (Fixed Price): A firm fixed total price offering for a project; the risks are transferred from the County to the contractor; and, as a business practice there are no hourly or material invoices presented, rather, the contractor must perform to the satisfaction of the County's project manager before payment for the fixed price contract is authorized. ❑� Time and Materials: The County agrees to pay the contractor for the amount of labor time spent by the contractor's employees and subcontractors to perform the work (number of hours times hourly rate), and for materials and equipment used in the project (cost of materials plus the contractor's markup). This methodology is generally used in projects in which it is not possible to accurately estimate the size of the project, or when it is expected that the project requirements would most likely change. As a general business practice, these contracts include back-up documentation of costs; invoices would include number of hours worked and billing rate by position (and not company (or subcontractor) timekeeping or payroll records), material or equipment invoices, and other reimbursable documentation for the project. -, ••—•••• e e .. - .. ..... . . .:.. : - e - :e t _ - ee — l! - • - -• e- -9 - •- - - •e• - •-: a- •• a '• a -- e- e. .. -et carton, etc.). •- •. •'-- ••- - .e7.• l •- - •• e _: - •e •- • - ••e: e _ •.. Page 2 of 15 Fixed Price Professional Service Agreement#2017-001 (Ver.2) 4.2 Any County agency may obtain services under this Agreement, provided sufficient funds are included in their budget(s). 4.3 Payments will be made for services furnished, delivered, and accepted, upon receipt and approval of invoices submitted on the date of services or within six (6) months after completion of the Agreement. Any untimely submission of invoices beyond the specified deadline period is subject to non-payment under the legal doctrine of "laches" as untimely submitted. Time shall be deemed of the essence with respect to the timely submission of invoices under this Agreement. 4.4 BUJ Travel and Reimbursable Expenses: Travel and Reimbursable Expenses must be approved in advance in writing by the County. Travel expenses shall be reimbursed as per Section 112.061 Fla. Stats. Reimbursements shall be at the following rates: Mileage $0.44.5 per mile Breakfast $6.00 Lunch $11.00 Dinner $19.00 Airfare Actual ticket cost limited to tourist or coach class fare Rental car Actual rental cost limited to compact or standard-size vehicles Lodging Actual cost of lodging at single occupancy rate with a cap of no more than $150.00 per night Parking Actual cost of parking Taxi or Airport Limousine Actual cost of either taxi or airport limousine Reimbursable items other than travel expenses shall be limited to the following: telephone long-distance charges, fax charges, photocopying charges and postage. Reimbursable items will be paid only after Contractor has provided all receipts. Contractor shall be responsible for all other costs and expenses associated with activities and solicitations undertaken pursuant to this Agreement. 5. SALES TAX. Contractor shall pay all sales, consumer, use and other similar taxes associated with the Work or portions thereof, which are applicable during the performance of the Work. Collier County, Florida as a political subdivision of the State of Florida, is exempt from the payment of Florida sales tax to its vendors under Chapter 212, Florida Statutes, Certificate of Exemption # 85-8015966531C. Page 3 of 15 Fixed Price Professional Service Agreement#2017-001(Ver.1) 6. NOTICES. All notices from the County to the Contractor shall be deemed duly served if mailed or emailed to the Contractor at the following: Company Name: Becker & Poliakoff, P.A Address: 4001 Tamiami Trail N., Suite 270 Naples, Florida 34103 Authorized Agent: Gary Rosen, President Attention Name & Title: Telephone: (239) 552-3200/ (202) 621-7122 E-Mail(s): Grosen@beckerlawyers.com All Notices from the Contractor to the County shall be deemed duly served if mailed or emailed to the County to: Board of County Commissioners for Collier County, Florida Division Director: Sean Callahan Division Name: County Manager's Office Address: 3299 Tamiami Trail East, Suite 202 Naples, Florida 34112-5746 Administrative Agent/PM: JohnMullins, Government Affairs Manager Telephone: (239) 252-2520 E-Mail(s): John.Mullins@colliercountyfl.gov The Contractor and the County may change the above mailing address at any time upon giving the other party written notification. All notices under this Agreement must be in writing. 7. NO PARTNERSHIP. Nothing herein contained shall create or be construed as creating a partnership between the County and the Contractor or to constitute the Contractor as an agent of the County. 8. PERMITS: LICENSES: TAXES. In compliance with Section 218.80, F.S., all permits necessary for the prosecution of the Work shall be obtained by the Contractor. The County will not be obligated to pay for any permits obtained by Subcontractors. Payment for all such permits issued by the County shall be processed internally by the County. All non-County permits necessary for the prosecution of the Work shall be procured and paid for by the Contractor. The Contractor shall also be solely responsible for payment of any and all taxes levied on the Contractor. In addition, the Contractor shall comply with all rules, regulations and laws of Collier County, the State of Florida, or the U. S. Government now in force or hereafter adopted. The Contractor agrees to comply with all laws governing the responsibility of an employer with respect to persons employed by the Contractor. Page 4 of 15 Fixed Price Professional Service Agreement#2017-001(Ver.2) 9. NO IMPROPER USE. The Contractor will not use, nor suffer or permit any person to use in any manner whatsoever, County facilities for any improper, immoral or offensive purpose, or for any purpose in violation of any federal, state, county or municipal ordinance, rule, order or regulation, or of any governmental rule or regulation now in effect or hereafter enacted or adopted. In the event of such violation by the Contractor or if the County or its authorized representative shall deem any conduct on the part of the Contractor to be objectionable or improper, the County shall have the right to suspend the Agreement of the Contractor. Should the Contractor fail to correct any such violation, conduct, or practice to the satisfaction of the County within twenty-four(24) hours after receiving notice of such violation, conduct, or practice, such suspension to continue until the violation is cured. The Contractor further agrees not to commence operation during the suspension period until the violation has been corrected to the satisfaction of the County. 10. TERMINATION. Should the Contractor be found to have failed to perform his- services in a manner satisfactory to the County as per this Agreement, the County may terminate said Agreement for cause; further the County may terminate this Agreement for convenience with a thirty (30) day written notice. The County shall be the sole judge of non-performance. In the event that the County terminates this Agreement, Contractor's recovery against the County shall be limited to that portion of the Agreement Amount earned through the date of termination. The Contractor shall not be entitled to any other or further recovery against the County, including, but not limited to, any damages or any anticipated profit on portions of the services not performed. 11. NO DISCRIMINATION. The Contractor agrees that there shall be no discrimination as to race, sex, color, creed or national origin. 12. INSURANCE. The Contractor shall provide insurance as follows: A. IBJ Commercial General Liability: Coverage shall have minimum limits of $ 1,000,000 Per Occurrence, $2,000,000 aggregate for Bodily Injury Liability and Property Damage Liability. This shall include Premises and Operations; Independent Contractors; Products and Completed Operations and Contractual Liability. B. ISI Business Auto Liability: Coverage shall have minimum limits of $500,000 Per Occurrence, Combined Single Limit for Bodily Injury Liability and Property Damage Liability. This shall include: Owned Vehicles, Hired and Non- Owned Vehicles and Employee Non-Ownership. C. WI Workers' Compensation: Insurance covering all employees meeting Statutory Limits in compliance with the applicable state and federal laws. Page 5of15 Fixed Price Professional Service Agreement#2017-001 (Ver.2) CAO The coverage must include Employers' Liability with a minimum limit of $ 1,000,000 for each accident. D. ❑■ Professional Liability: Shall be maintained by the Contractor to ensure its legal liability for claims arising out of the performance of professional services under this Agreement. Contractor waives its right of recovery against County as to any claims under this insurance. Such insurance shall have limits of not less than $ 1,000,000 each claim and aggregate. Cyber Liability"Coverage shall have minimum limits of$ per occurrence. _ • • e e • e _ . •e - • • _ •• • ••-•• •• $ per occurrence. ❑ Watercraft: Coverage shall have minimum limits of $ per occurrence. _ •. _ _ t _ e • * _ • e, : •• •1- _ • — _ e e •. e - • _ _e - - ! _•_ be maintained where applicable to the completion of the work $ per occurrence. •• - . - . • _ - • . _ e - -•- -• •_. ••'• •• _ •• •• _ $ 1 per occurrence. age-slaaB-fame minimum limits of $ per occurrence. Special Requirements: Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR, Collier County Government shall be listed as the Certificate Holder and included as an "Additional Insured" on the Insurance Certificate for Commercial General Liability where required. This insurance shall be primary and non-contributory with respect to any other insurance maintained by, or available for the benefit of, the Additional Insured and the Contractor's policy shall be endorsed accordingly. Current, valid insurance policies meeting the requirement herein identified shall be maintained by Contractor during the duration of this Agreement. The Contractor shall provide County with certificates of insurance meeting the required insurance provisions. Renewal certificates shall be sent to the County thirty (30) days prior to any expiration date. Coverage afforded under the policies will not be canceled or allowed to expire until the greater of: thirty (30) days prior written notice, or in accordance with policy provisions. Contractor shall also notify County, in a like manner, within twenty-four (24) hours after receipt, of any notices of expiration, cancellation, non-renewal or material change in coverage or limits received by Contractor from its insurer, and nothing contained herein shall relieve Contractor of this requirement to provide notice. Page 6 of 15 Fixed Price Professional Service Agreement#2017-001(Ver.2) CM) Contractor shall ensure that all subcontractors comply with the same insurance requirements that the Contractor is required to meet. 13. INDEMNIFICATION. To the maximum extent permitted by Florida law, the Contractor shall defend, indemnify and hold harmless Collier County, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals'fees, whether resulting from any claimed breach of this Agreement by Contractor, any statutory or regulatory violations, or from personal injury, property damage, direct or consequential damages, or economic loss, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the Contractor or anyone employed or utilized by the Contractor in the performance of this Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph. This section does not pertain to any incident arising from the sole negligence of Collier County. 13.1 The duty to defend under this Article 13 is independent and separate from the duty to indemnify, and the duty to defend exists regardless of any ultimate liability of the Contractor, County and any indemnified party. The duty to defend arises immediately upon presentation of a claim by any party and written notice of such claim being provided to Contractor. Contractor's obligation to indemnify and defend under this Article 13 will survive the expiration or earlier termination of this Agreement until it is determined by final judgment that an action against the County or an indemnified party for the matter indemnified hereunder is fully and finally barred by the applicable statute of limitations. 14. AGREEMENT ADMINISTRATION. This Agreement shall be administered on behalf of the County by the County Manager's Office 15. CONFLICT OF INTEREST. Contractor represents that it presently has no interest and shall acquire no interest, either direct or indirect, which would conflict in any manner with the performance of services required hereunder. Contractor further represents that no persons having any such interest shall be employed to perform those services. 16. COMPONENT PARTS OF THIS AGREEMENT. This Agreement consists of the following component parts, all of which are as fully a part of the Agreement as if herein set out verbatim: Contractor's Proposal, Insurance Certificate(s), I■I Exhibit A Scope of Services, Exhibit B Fee Schedule, I■I RFP/I II I Other #19-7640 , including Exhibits, Attachments and Addenda/Addendum, subsequent quotes, and Othcc Exhibit/Attachrncnt: Page 7 of 15 Fixed Price Professional Service Agreement#2017-001 (Ver.2) 17. APPLICABILITY. Sections corresponding to any checked box (M) will expressly apply to the terms of this Agreement. 18. SUBJECT TO APPROPRIATION. It is further understood and agreed by and between the parties herein that this Agreement is subject to appropriation by the Board of County Commissioners. 19. PROHIBITION OF GIFTS TO COUNTY EMPLOYEES. No organization or individual shall offer or give, either directly or indirectly, any favor, gift, loan, fee, service or other item of value to any County employee, as set forth in Chapter 112, Part III, Florida Statutes, Collier County Ethics Ordinance No. 2004-05, as amended, and County Administrative Procedure 5311. Violation of this provision may result in one or more of the following consequences: a. Prohibition by the individual, firm, and/or any employee of the firm from contact with County staff for a specified period of time; b. Prohibition by the individual and/or firm from doing business with the County for a specified period of time, including but not limited to: submitting bids, RFP, and/or quotes; and, c. immediate termination of any Agreement held by the individual and/or firm for cause. 20. COMPLIANCE WITH LAWS. By executing and entering into this Agreement, the Contractor is formally acknowledging without exception or stipulation that it agrees to comply, at its own expense, with all federal, state and local laws, codes, statutes, ordinances, rules, regulations and requirements applicable to this Agreement, including but not limited to those dealing with the Immigration Reform and Control Act of 1986 as located at 8 U.S.C. 1324, et seq. and regulations relating thereto, as either may be amended; taxation, workers' compensation, equal employment and safety including, but not limited to, the Trench Safety Act, Chapter 553, Florida Statutes, and the Florida Public Records Law Chapter 119, including specifically those contractual requirements at F.S. § 119.0701(2)(a)-(b) as stated as follows: IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: Communication and Customer Relations Division 3299 Tamiami Trail East, Suite 102 Naples, FL 34112-5746 Telephone: (239) 252-8383 The Contractor must specifically comply with the Florida Public Records Law to: 1. Keep and maintain public records required by the public agency to perform the service. Page 8 of 15 Fixed Price Professional Service Agreement#2017-001 (Ver.2) 2. Upon request from the public agency's custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. 3. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the Contractor does not transfer the records to the public agency. 4. Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the Contractor or keep and maintain public records required by the public agency to perform the service. If the Contractor transfers all public records to the public agency upon completion of the contract, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Contractor keeps and maintains public records upon completion of the contract, the Contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the public agency, upon request from the public agency's custodian of public records, in a format that is compatible with the information technology systems of the public agency. If Contractor observes that the Contract Documents are at variance therewith, it shall promptly notify the County in writing. Failure by the Contractor to comply with the laws referenced herein shall constitute a breach of this Agreement and the County shall have the discretion to unilaterally terminate this Agreement immediately. 21. OFFER EXTENDED TO OTHER GOVERNMENTAL ENTITIES. Collier County encourages and agrees to the successful Contractor extending the pricing, terms and conditions of this solicitation or resultant Agreement to other governmental entities at the discretion of the successful Contractor. 22. AGREEMENT TERMS. If any portion of this Agreement is held to be void, invalid, or otherwise unenforceable, in whole or in part, the remaining portion of this Agreement shall remain in effect. 23. ADDITIONAL ITEMS/SERVICES. Additional items and/or services may be added to this Agreement in compliance with the Procurement Ordinance, as amended, and Procurement Procedures. 24. DISPUTE RESOLUTION. Prior to the initiation of any action or proceeding permitted by this Agreement to resolve disputes between the parties, the parties shall make a good faith effort to resolve any such disputes by negotiation. The negotiation shall be attended by representatives of Contractor with full decision-making authority and by County's staff person who would make the presentation of any settlement reached during negotiations to County for approval. Failing resolution, and prior to the Page 9 of 15 Fixed Price Professional Service Agreement#2017-001(Ver.2) commencement of depositions in any litigation between the parties arising out of this Agreement, the parties shall attempt to resolve the dispute through Mediation before an agreed-upon Circuit Court Mediator certified by the State of Florida. The mediation shall be attended by representatives of Contractor with full decision-making authority and by County's staff person who would make the presentation of any settlement reached at mediation to County's board for approval. Should either party fail to submit to mediation as required hereunder, the other party may obtain a court order requiring mediation under section 44.102, Fla. Stat. 25. VENUE. Any suit or action brought by either party to this Agreement against the other party relating to or arising out of this Agreement must be brought in the appropriate federal or state courts in Collier County, Florida, which courts have sole and exclusive jurisdiction on all such matters. 26. ■ KEY PERSONNEL. The Contractor's personnel and management to be utilized for this project shall be knowledgeable in their areas of expertise. The County reserves the right to perform investigations as may be deemed necessary to ensure that competent persons will be utilized in the performance of the Agreement. The Contractor shall assign as many people as necessary to complete the services on a timely basis, and each person assigned shall be available for an amount of time adequate to meet the required service dates. The Contractor shall not change Key Personnel unless the following conditions are met: (1) Proposed replacements have substantially the same or better qualifications and/or experience. (2) that the County is notified in writing as far in advance as possible. The Contractor shall make commercially reasonable efforts to notify Collier County within seven (7) days of the change. The County retains final approval of proposed replacement personnel. ❑ . _ _ �l , _ • , _ .e _!a _ _ e '_ e- -!..- _ ■. .._ ._ .-..-. ! es utilized - utilized for this Agreement shall be knowledgeable in their areas of expertise. The _ !_ a. - - -- ,- •e• e !-.a am ,. __ .!- .!•- - - •a- ! !-=,._! •'---' . a e -a-- - •- _!ms!_ _• !_ ..e•_ , • es _ se •• •- e-•e a.- a __ e •: •A . -_.a:• of time adequate to meet required services. 27. n ORDER OF PRECEDENCE. In the event of any conflict between or among the terms of any of the Contract Documents, the terms of solicitation the Contractor's Proposal, and/or the County's Board approved Executive Summary, the Contract Documents shall take precedence. ❑ ORDE, . . \ _ _ •. - • e � - • •z _ _• e -. _e, _ est, __.. i3FFi�� , • .. 1••••• .e a •. ! _ m e .e _ .m _ - .__ ••e• .! a •_ _ e_a _ me_ _ ee • -, - _ _ mama_ e m_ am_ ! •_ •! .2:••s• -•- - - e -.=e-•_- e Conditions shall take precedence over the Agreement. To the extent any conflict in the terms of the Contract Documents cannot be reser by application of the .e Taste .,. .. . , a •- Ae -'••-• , •= _em _•_ e' -.. _., e Page 10 of 15 Fixed Price Professional Service Agreement#2017-001(Ver.2) CM/ '_ e _e_ .. '._ 'e... _ •e: ._ _e• _ _ \e - ••:• _ _ee• 28. ASSIGNMENT. Contractor shall not assign this Agreement or any part thereof, without the prior consent in writing of the County. Any attempt to assign or otherwise transfer this Agreement, or any part herein, without the County's consent, shall be void. If Contractor does, with approval, assign this Agreement or any part thereof, it shall require that its assignee be bound to it and to assume toward Contractor all of the obligations and responsibilities that Contractor has assumed toward the County. 29. SECURITY. The Contractor is required to comply with County Ordinance 2004-52, as amended. Background checks are valid for five (5) years and the Contractor shall be responsible for all associated costs. If required, Contractor shall be responsible for the costs of providing background checks by the Collier County Facilities Management Division for all employees that shall provide services to the County under this Agreement. This may include, but not be limited to, checking federal, state and local law enforcement records, including a state and FBI fingerprint check, credit reports, education, residence and employment verifications and other related records. Contractor shall be required to maintain records on each employee and make them available to the County for at least four (4) years. All of Contractor's employees and subcontractors must wear Collier County Government Identification badges at all times while performing services on County facilities and properties. Contractor ID badges are valid for one (1) year from the date of issuance and can be renewed each year at no cost to the Contractor during the time period in which their background check is valid, as discussed below. All technicians shall have on their shirts the name of the contractor's business. The Contractor shall immediately notify the Collier County Facilities Management Division via e-mail (DL-FMOPS@colliergov.net) whenever an employee assigned to Collier County separates from their employment. This notification is critical to ensure the continued security of Collier County facilities and systems. Failure to notify within four (4) hours of separation may result in a deduction of$500 per incident. (Intentionally left blank -signature page to follow) Page 11 of 15 Fixed Price Professional Service Agreement#2017-001(Ver.2) C.A1� IN WITNESS WHEREOF, the parties hereto, by an authorized person or agent, have executed this Agreement on the date and year first written above. ATTEST: ,a.^. BOARD OF CO TY COMMISSIONERS •• o COLLIER CI ' : r,IDA Cryst, KinzeL 1 rkk'pf Courts C• .t Ce) MVO ��j Wil f:m L. McDaniel Jr. , Chairman Dated:,— Ass 5 tO IfIi1anS signature only. Contractor's Witnesses: Becker& Poliakoff, P.A Contractor By: Contractor's First Witness Signature t ! {. (,-ev nz I_rt'c.5,,,r.r h,rec-1'0( TType/print signature and titlel TType/print witness nameT Contractor's Second Witness C t , I• wi..1..\ TType/print witness nameT Aprgeled as to rm nd Legality: 44- Countyr Print Name v(_ _ Page 12 of 15 Fixed Price Professional Service Agreement#2017-00I(Ver.2) Exhibit A Scope of Services Ill following this page (pages 1 through 2 ) this exhibit is not applicable Page 13 of 15 Fixed Price Professional Service Agreement#2017-001 (Ver.2) 0 RFP# 19-7640 "Federal Lobbyist Services" EXHIBIT A SCOPE OF SERVICES The Contractor shall perform and deliver the following professional lobbying services and assist the Collier County Board of Commissioners with obtaining the following objectives: 1. Providing for continuous federal representation of the Collier County Board of County Commissioners in Washington, D.C., by a Washington, D.C.-based lobbyist/ client manager, to ensure the County's positions are represented and issues are addressed. 2. Identifying and securing federal opportunities for the Collier County community in funding, programs, services and legislation that contribute to the overall betterment of Collier County. In addition, the Contractor shall provide the following services, including but not limited to: 1. Consult with members of the Board of County Commissioners (the Board or the County) in individual meetings with the County's Government Affairs Manager (project manager), prior to the year-round federal legislative cycle to determine specific individual priorities and positions to reflect in development of the Collier County State and Federal Legislative and Administrative Priorities. 2. Understand and articulate the County's legislative priorities. 3. Represent the approved County's positions and provide appropriate representation/advisement and guidance of Collier County interests; 4. Advocate to the Congressional Delegation in Washington, D.C. the County's approved Federal Legislative and Administrative Priorities, produced on an annual basis; 5. Be available to travel from Washington to Collier County for meetings and presentations at least two (2)to three(3)times per year; 6. Be readily accessible, reliable and responsive to the needs of the County; 7. Continually abide by high standards of ethical conduct and honesty; 8. Recommend timely lobbying efforts in upcoming federal legislative cycle to achieve Collier agenda goals; 9. Monitor and advise the County, and its leadership team through the County's project manager of any legislation which would affect Collier County in either a positive or negative manner, and provide lobbying recommendations on strategy, approach, course of action; Standard reports and coordination requirements: The Contractor shall be required to perform the following tasks in an effort to provide seamless communication of Collier Count's interest: a. Provide weekly reports by 12 Noon EST each Friday; and, b. Provide monthly reports by the close of business on the 15`h of each calendar month. In instances where the 15`h falls on a weekend, the report shall be due the Friday prior to the 15th day. The Contractor may be granted an extended deadline in writing by the assigned County project manager. The County reserves the right to modify these requirements for reporting on an as needed basis. 10. Ensure consistent weekly follow-up on issues and inquiries posed by Commissioners and the County administration. Once an issue is addressed County staff may authorize to have an item moved to the monthly status report. 11. Provide standard written reports (authored by Client manager) on Collier-specific issues and priorities that are complete and comprehensive, including federal news, updates and activities that are of major importance to Collier County. 12. Provide "white papers" on unexpected issues that may arise which call for special "alerts" to the County project manager who will share with appropriate management and key legislative staff and respond if requested by the County. Exhibit A-Scope of Services Page 1 of 2 13. Coordinate and communicate bi-weekly with the assigned County project manager by telephone and/or email directly to provide verbal update on activities of the previous week. 14. Assist the County project manager as directed by contacting and organizing Congressional member visits to specific areas in the County and schedule on-site meetings and coordinate tours of project areas. 15. Inform the County project manager, or other identified staff, of federal resources available and funding opportunities for County's priorities; 16. Monitor agency rule-making permitting processes on federal level and alert the County project manager and staff on action needed to implement and/or achieve compliance with legislation in a most effective and efficient manner. The County will not be restricted to utilizing, on an exclusive basis,the services of the contracted federal lobbying firm. The County may, at times, need additional specialized lobbying services, which will be solicited on an independent basis. Exhibit A-Scope of Services Page 2 of 2 CAO Exhibit B Fee Schedule following this page (pages 1 through 1 ) Page 14 of 15 Fixed Price Professional Service Agreement#2017-001 (Ver.2) CM) RFP# 19-7640 "Federal Lobbyist Services" EXHIBIT B FEE SCHEDULE The County shall compensate the Contractor for providing and performing services as follows; Federal Lobbyist Services as outlined in Lump Sum retainer fee"as is"at Exhibit A"Scope of Services" $8,750 per month* *price shall remain firm for the initial term of this contract • This is a full -service federal lobbying contract inclusive of the scope of services included in RFP #19-7640. • No additional fees are contemplated. • Travel shall be pre-approved by the County's project manager and paid in accordance to Section 112.061, Florida Statute. For services outside the scope of work, such as State Lobbying, or any type of legal work, the following hourly fee schedule would apply or could be negotiated on a retainer basis. Shareholder/Director $400-$600/hour Senior Associate/Senior Government Relations Associate $300-500/hour Associate $200-400/hour Exhibit B-Fee Schedule Page 1 of 1 CAO Other Exhibit/Attachment Description: ❑ following this page (pages through ) ITC this exhibit is not applicable Page 15 of 15 Fixed Price Professional Service Agreement#2017-001(Ver.2) 0 •--"-'....1 BECK&PO-01 ANERVI '4Res CERTIFICATE OF LIABILITY INSURANCE DATE(MMIDDIYYYY) 11/20/2019 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Corporate Insurance Advisors,LLC PHONE 1401 E.Broward Blvd.Suite 103 (A/c,No,Ext):(954)315-5000 FAX No(954)315-5050 Fort Lauderdale, ADDRFL 33301 E-MAiL ESS:ss:service@ciafl.net INSURER(S)AFFORDING COVERAGE NAIC# INSURER A:Hartford Casualty Insurance Company 29424 INSURED INSURER B:Hartford Insurance Co Becker&Poliakoff,P.A;Association Title Service, LLC INSURER c:Valley Forge Insurance Co 20508 One E Broward Blvd Suite 1800 INSURER D:Continental Casualty Co. 20443 Ft.Lauderdale, FL 33301 INSURER E:Endurance American Specialty Insurance INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LTR ,)NSD WVD. -IMM/DD/YYYYI_IMMIDD/YYYYJ.. LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE _ $ 1,000,000 CLAIMS-MADE X OCCUR X 21UUNHF5616 3/24/2019 3/24/2020 pREMIEEs(EaoJurrence) $ 300,000 MED EXP(Any one person) $ 10,000 PERSONAL&ADV INJURY _ $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 X POLICY T of LOC PRODUCTS-COMP/OPAGG $ 2,000,000 OTHER: B AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 (Ea accident) $ — ANY AUTO 21 U U N H F5616 3/24/2019 3/24/2020 BODILY INJURY(Per person) $ OWNED SCHEDULED - ____ AUTEO�S ONLY _AUTOS yyN p BODILY INJURY(Per accident) $ X AUTOS ONLY X AUUTO ONLY (Peri acEcident�AMAGE $ A X UMBRELLA LIAB X OCCUR EACH OCCURRENCE _ $ 20,000,000 EXCESSLIAB CLAIMS-MADE 21RHUHF4622K3 3/24/2019 3/24/2020 AGGREGATE $ 20+000+000 DED X RETENTION$ 10,000 C WORKERS COMPENSATION X I PERTUTE I I OTH- $ AND EMPLOYERS'LIABILITY Y/N STAER ANY PROPRIETOR/PARTNER/EXECUTIVE 596068894 1/1/2019 1/1/2020 500,000 OFFICER/MEMBER EXCLUDED? N N/A E.L.EACH ACCIDENT $ (MandatoryIn NH) 500+000 If yes,describe under E.L.DISEASE-EA EMPLOYEE $ DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ 500,000 D Professional Liabili 596642314 12/22/2018 12/22/2019 Per Occ/Aggregate 30,000,000 E Professional Liabili LPX10008361803($5MX$5M) 12/22/2018 12/22/2019 Deductibe 150,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule may be attached If more space is required) Collier County Board of County Commissioners is included as Additional Insured.For any and all work performed on behalf of Collier County.30 Days Notice of Cancellation,except 10 Days Notice of Cancellation for non-payment or premium.; CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Collier County Board of County Commissioners THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 3295 Tamiami Trail East Naples,FL 34112-4901 AUTHORIZED REPRESENTATIVE 04 I ith4M)14 7 ACORD 25(2016/03) ©1988-2015 ACORD CORPORATION. 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